Reference

Import and export

A project’s import and export routes are in the sidebar, on the Data In- & Export tab.

ButtonDirectionReference
Images & FilesoutFile export
Excel TablesoutExcel export
Word reportsoutWord reports
Metadata standardsoutExport LIDO
Copy field catalog for AIclipboardThe structure of the fields, see below
Bulk File ImportinAssign files in bulk
ExcelinExcel import
Documents and scans (OCR)inOCR import
Metadata standard (LIDO)inImport LIDO

Resolve references and Completeness for standard exports are on the Check tab. After an Excel import, Resolve (n) in the closing message opens the parked values directly.

A calendar file (ICS) with the objects’ dates comes from the calendar view .

The LIDO import also reads files from other collection systems and EODEM files from loans, with terms, measurements and events. Names of people and places arrive as text, not as authority records. Which route suits what is described in Bring your collection over from other software .

What an export includes

Always the current object selection: whatever filters, full-text search and Wahl leave. The sort order applies too. A Word template can bring its own sorting and grouping and so replace those of the view.

Field catalogue for AI

Copy field catalog for AI puts the project’s field catalogue on the clipboard as Markdown, for pasting into any chat window: field names, field types, subfields and field groups, only for the fields you may read. Object data is not included, only the structure of the fields. Moliri sends nothing to a language model.

For particular tasks there are ready-made prompts that already contain the catalogue, such as Copy prompt for a template in the Word reports .

The template language

Word reports are produced from .docx templates with embedded commands. The language of these commands is described in the Word templates section:

The starting point for template authors: Create a Word template .

When another system reads the export

If another system processes an export further, such as a portal or a borrower’s list, the form of the export is an agreement with that recipient. Agree any change to the field selection, the column order or the mapping of a standard with them first.