> For the complete documentation index, see [llms.txt](https://docs.wellcomecollection.org/collections-information/lQ0fMyP8xr8hWWJiQkfl/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.wellcomecollection.org/collections-information/lQ0fMyP8xr8hWWJiQkfl/transcribe-wellcome/project-management/importing-library-batches-for-wa-hmm-li-acc-3-to-12.md). # Importing Library batches for WA/HMM/LI/Acc/3 to /12 ### Step 1. Prepare the batch for checking 1. The file will be saved under the location Documents > General > Checked Pre-Import in the Transcribers' Teams group. 2. Select the file and download it to *your* local OneDrive. This is the file you will be working with to check - not the copy in the Teams folder. ### Step 2. Double check the returned spreadsheet 1. Unhide any hidden columns. If present, delete column containing ‘**`Volume URL`**’ whether it is empty OR if it has links in it. 2. Check if there are any empty rows (such as blank slips) and delete them. 3. Select the **`Date of Accession`** field and right click to ‘Format cells’ according to 'Date' and then the long format: DD Month YYYY. 4. Check consistency of **`Date of Accession`** field. Ensure that a date has been entered in every row and that normalisation rules have been applied to the last day of the month where necessary. 5. Check **`Register`** field is correctly entered and includes a slash for WAHMM, e.g. WA/HMM. Check that the register has no blank entries and a correct reference throughout.\ ![](/files/5oAG5pF6sIryb17N4pPK) à ![](/files/kDJGghu6u6XBO65gLIaN) 6. Use the filter function to check that **`Image no.`** field has no empty entries. If relevant, check it matches correct **`rh image number`** if applicable. 7. Ensure the **`Author`** column has been correctly formatted, e.g. Surname, Forenames (Title) 8. Check Value/Price/Cost field is entered correctly. Check that multiple items in the **`Price/Cost`** column have been noted with square brackets and a note in the **`Transcribers Notes`.** 9. Filter out all blank cells in **`Additional notes found on flimsy /Remarks`**, making sure they are additional notes *from the flimsy/register*, and if not, transfer to **`Transcriber’s Notes`** column. 10. Check multiple numbers in the Lot No. field. Check Sales Catalogues where possible, and make a note of unable to determine which item is which. 11. Make sure the **`Transcriber’s name/Transcribed by`** field is standardised correctly with the transcriber’s e-mail address and *not* the name. 12. Filter out all the blank cells in **`Transcriber’s Notes`** and check each comment, particularly any 'unsure' notes. Correct where possible. * If the transcriber has indicated uncertainty about transcription, check the digitised image and make corrections where you can. * Add note to **`Transcriber’s notes`** if date has been normalised, e.g. ‘Accession date normalised to last day of entry.’ 13. Check Sensitivity field – this should just have ‘Y’ in the box. Move any other details to Transcriber’s Notes field 14. Use spell check across the spreadsheet for any obvious spelling errors. Through CTRL +F, search for any fields containing ‘ditto’ and update with the relevant details, where necessary. 15. Check and correct vulgar fractions (1/2, 1/4, 3/4 are fine, all others need to be replaced, this includes fractions that have been spelled out and need to be re-typed as numbers). 16. Search for question marks (\~?) for any words that transcribers were unsure of. Add to **`Transcribers Notes`** for transcribed question marks. 17. Double check for any non-Latin script and ensure this is transliterated / marked in **`Transcriber's Notes`**. 18. Check and correct any missing tagging on scored-through text through CTRL+F. 19\. Check stamps are written as \[stamp]. 20\. Check the bottom few rows of the sheet, in case additional rows have been added for out-of-place accession numbers. If so, add any missing WA/HMM Box references for these rows, and highlight the rows in a different colour so that they stand out at the next stage. 21. Make sure the assigned batch is transcribed and nothing less or more. If there is a discrepancy, make a note and follow up. 22. \[If passing onto another member of the team for Steps 3 and 4] Move the spreadsheet into 'Checked Pre-import' folder on the Transcribers’ Teams channel ### Step 3. Prepare Excel data for import to Quickbase 1. Open the transcription spreadsheet in Excel. Unhide any hidden columns and delete them if they are blank to avoid confusion during the import stage. 2. Each accession record needs to be matched to a record ID on Transcribe Wellcome. Insert a new column for `RID#` (i.e. TW record record ID number) to the left of `Date of Accession`. 3. Open (or download from TW) the relevant RID#.csv file for the register you are checking. Previously downloaded RID# files can be found in a folder in the Transcribers' Group sharepoint Documents > General > Completed spreadsheets > RID#s. 4. Create a new tab on the transcribed spreadsheet, and copy and paste the contents as values into it. 5. Close the RID#.csv file. 6. Add the RID#s to each cell in the RID# column in the transcription spreadsheet, by copying the formula `=IFERROR(VLOOKUP(C2,Sheet1!A:B,2,FALSE),"")` into cell A2 and filling down the column (at the corner of the cell, double click - or drag down - the '+' button and it'll drop down all the details). 7. Delete any additional data in blank rows at the end of the transcribed spreadsheet, and spot check a couple of entries on the 'RID#' tab to be sure the data matches. 8. Before uploading, the RID# column needs to formula to be removed. To do this, highlight the column (usually column A), copy the RID# column and paste as 'Values (V)'. Add a filter to this column to check there are no blank cells. ### Step 4. Import spreadsheet to Transcribe Wellcome 1. Carry out a few spot checks on steps 2 and 3 above e.g. date format, accuracy of transcription. 2. Sign into TW as admin. From the home page, * select the ‘More’ tab (right hand end of top bar) and select ‘Import/Export’. ![](/files/Lo9XhThiyOlFf5ruY0qo) * For Choose Action, select 'Import into a table from a file'. * For Select Table, select ‘Library Accessions’. * For Select Merge Field, retain the default selection (‘Record ID#’). * For Choose File, select the prepared transcription spreadsheet. * Select 'Import From File'.\ ![](/files/xoTgpEqvgvOAvvb9kZ5p) 3. Check that the alignment of columns in the Quickbase table match the columns in the prepared spreadsheet. The TW database is not very good at guessing which field heading is correct, so be careful you are selecting the correct field. There's no need to import the CC0 licence in each row of the data:
Transcription Spreadsheet Column HeadingsTranscribe Wellcome fields
RID#Record ID#
Date of AccessionDate of Accession
Accession numberAccession number
RegisterRegister
Page image no.Page image no.
rh page image no. (if applicable)rh page image no. (if applicable)
Location NumberLocation Number
AuthorAuthor
Title/DescriptionTitle/Description
No. of vols (V or P)No. of vols (V or P)
No. of vols (Manuscript)No. of vols (Manuscript)
SizeSize
Place of PublicationPlace of Publication
Date of PublicationDate of Publication (imprint)
PrinterPrinter
PricePrice
ValuationValuation
Donor or Vendor (Source)Donor or Vendor (Source)
Lot NumberLot Number
ConditionCondition
RemarksRemarks
Transcribed byTranscribed by
Transcribers NotesTranscribers Notes
Creative CommonsRecord owner [DO NOT IMPORT]
4. Select 'OK' to the warning message about updating existing records. 5. Select ‘Do not import’ for CCO. 6. Select 'Import (with updates)'. 7. Once imported, select 'Go to the application's dashboard'. 8. Select ‘Library Accessions’ > ‘Reports & Charts’ > ‘Common – List changes.’ This shows the most recent imports. 9. Check the spreadsheet has been imported correctly. Check that the links match with the correct digitised records/pages in ‘Register Page URL’. Other items to look out for include: date of accession, fractions, £ signs, diacritics. 10. Check accessions by quarter report for outliers. Click on ‘Library Accessions’ > ‘Reports & Charts’ > ‘WHML data analysis – Library accessions by quarter’. Check the bar chart dates to make sure they look accurate 11. Save the imported transcription spreadsheet in the relevant 'imported to QB' folders in both Sharepoint locations, and mark the import off as complete on the transcribers' log. ### If you spot a mistake on import: 1\. Don’t be tempted to delete the records you've just imported, as it’s usually possible to correct the error through QB. 2\. Most fields can be edited in ‘Grid Edit’ mode, apart from: **`Accession Number`** and **`Register`**. 3\. Or, to batch edit, click on Library Transcription > Reports & Charts > List All then click on the three dots on right hand corner of screen > Find/replace in these records. * In the field: \[enter the issue, e.g. Register] > Change: Select Value – \[enter the error in ‘Other’ field] >To: Select Value – \[type in correctly, use ‘Other’ field if needed] > Next ![](/files/Y9lEYivL493Jv2evtJas) * If you notice a mistake in **`Accession Number`**/**`Register`** fields, correct the records in the spreadsheet. Re-import the spreadsheet as above, but click ‘Do not import’ for all other fields apart from the one field you need updating. This will overwrite the data in the fields on TW. * If you notice a mistake in other fields, you can Grid Edit them. You can also customise the report to include missing fields (e.g. image page numbers) from the report. * If you do delete records/RID#s and need to re-import, go through the usual import steps, but for the ‘Record ID#’ field, click ‘Do not import’. This will generate a new batch of RID#s and uploaded the records. The RID#s don’t need updating in spreadsheets elsewhere.[
](https://docs.wellcomecollection.org/collections-information/lQ0fMyP8xr8hWWJiQkfl/transcribe-wellcome/project-management/importing-itemisation-batches) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.wellcomecollection.org/collections-information/lQ0fMyP8xr8hWWJiQkfl/transcribe-wellcome/project-management/importing-library-batches-for-wa-hmm-li-acc-3-to-12.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.