Importing a report
To import an XML (including EAD) report into Calm you will need to use a template configured for the type of XML you wish to import. Calm contains default templates designed to help you import the types of EAD used by A2A and the Archives Hub.
To Import an XML report into Calm:
- Make a note of the name and location of the file you wish to import, it will need to be stored in a folder that you can access from your Calm PC.
- Decide which database you wish to import to and navigate to a record in that database.
- Select Import from the File drop down menu.
- The "Import Records from File" dialogue box is displayed as below. Select the method “Report” in the dialogue box.
- Click the “From file..” button, the "Open Import Source File" dialogue box is displayed as below.
- Browse for the filename of the report you wish to import, the file will be of the type XML. Select the correct filename and click Open.
- The "Select Report" dialogue box is displayed as below.
- Select the appropriate report template to import your XML file according to the instructions below, then click OK
Selecting the Report Template
It is important that you select a report template that is compatible with your imported file.
The XML file that you are importing may contain data which specifies a certain Document Type Definition (DTD) which is to be used to validate the XML contained in the file. Calm will use any specified DTD to validate the import document and will reject an import file which does not conform to its own DTD.
The DTD that is specified in the file you wish to import must be compatible with the report template you select. For example you must use an EAD2002 template like 'Archives Hub (EAD 2002)' to import an EAD2002 file.
Importing the XML Report
Once you have selected the Import template, Calm will perform a dummy import using the template, doing everything apart from saving the records. If there are any errors in the import file, the import will not be completed.
If the dummy run succeeds, Calm will then import the records. If any imported records contain exactly the same data as existing records in the database Calm will create duplicate records.