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Transfering Homebase 2 Data to BookTrakker

We use BookTrakker for maintaining and updating our main database of books we have listed here on our site. In talking to other BookTrakker users, they wanted to know how they could use someone to enter data which they could transfer to BookTrakker either in addition to or instead of using the network version of BookTrakker. I told them that we used Homebase (as well as the network version) and sort of mumbled how we did it because I wasn't really sure of all the steps right off the top of my head. It seemed like an easy task once you had done it a couple of times, but when I got to thinking about it, it was quite a procedure. So I decided to write it up and post it here so that it might help others.

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Oct. 2005: Original instructions
Jan. 2006: Added Hit List Changes for Amazon, minor editing
Sep. 2006: Added Affilate number.
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Introduction

This document describes a procedure we use to transfer a set of books (or other items) in the Homebase 2 (Homebase) inventory program to the BookTrakker inventory program as an addition to the inventory. It assumes that the reader is somewhat familiar with both programs. Backups are highly recommended, but not necessary if you like to "play with fire" and possibly lose your complete inventory listings. These instructions have worked for us and are provided here with no guarantees. This method can be used in addition to or instead of running the BookTrakker Network version.

 

Original Entry (Homebase) Computer

If you belong to ABE and want to use the ISBN lookup feature, your Homebase computer can actually be the same as your BookTrakker computer. For the sake of discussion, I will assume they are different.

  1. Enter books as usual in Homebase, using the ISBN lookup feature of Homebase or not as appropriate. Note that you must be a member of ABE to use this feature. You normally will NOT want to send updates to ABE via Homebase, so if you use the ISBN lookup feature make sure you do not send updates to ABE. This is especially easy to overlook when you close Homebase and the choices come up to quit, update, and backup.
  2. Two fields we use which are not in Homebase are Printing and Number of Pages. These can be put in the Notes or another field in Homebase for later input to the BookTrakker fields.
  3. When a "sufficient number of books" have been entered backup Homebase for transfer. That is create the normal HByyyyooddhhmmss.bkp where yyyy is the year, oo is the month, dd is the day, hh is the hour, mm is the minute, and ss is the second [the naming convention is automatic with Homebase, so you won't have to do the actual naming of the file]. We create two copies of this backup file, one on a flopply disk for transfer to the BookTrakker machine and one on the hard disk of the Homebase computer "just in case". Note that all floppies are not always readable on the machines which have not written the floppy. This occurs often enough for us that the additional backup copy on the hard disk has saved us from having to have the books input again "several" times. The file could also be e-mailed or transferred on other media.

BookTrakker Computer

Before continuing, I feel I must emphasize again that backups will one day save you from having to re-enter a number, possibly a very large number, of your inventory again. I personally feel it is good to be paranoid about the subject. Thus my procedures for backups may seem redundant to you. You can certainly skip any of the "additional" backup steps if you care to BUT I recommend that you do them the first couple of times just in case my instructions are not clear enough or you make a mistake and destroy your original database and something happens to the first backup.

You will also need a copy of Homebase on your BookTrakker computer. It should be the same version used on the Homebase computer.

Backups

  1. Use the backup icon (usually on the desktop). to backup Booktrakker to the hard drive. Note that I tend to only keep about a weeks worth of backups on my hard disk.
  2. Copy lastest entry set from floppy A: or save the e-mailed file or … to the Homebase backup directory
  3. Copy the BookTrakker backup and Homebase backup from your hard drive C: to a CD/DVD or some other device separate from the BookTrakker computer.
  4. Remove Floppy and CD and put away.

Restore Homebase

  1. Open Homebase and do a restore. You can use the copy on your hard disk in the Homebase backup directory.
  2. Note the book numbers and number of books.
  3. Close Homebase.

Import to Booktrakker

  1. Open Booktrakker, note you last record number.
  2. Go to Import (on BookTrakker 3.1, it is Import > Standard )\
  3. Change drop down arrow from Interloc (Direct) to Home Base 2
  4. The File Name: should initially change to C:\HomeBase\hbdata.hbd. If this is not where your Homebase data is stored, navigate to the directory where the Homebase data is stored so that the correct directory is displayed. BookTrakker should remember this directory the next time you use it.
  5. Check that "Last Name, First Name MI" and "Title Case" are chosen as wanted.
  6. Click "Home Base 2 Setup", check that "Import All Records" and "Reassign Record #s" are checked
  7. Click on Recalculate. The first number (Book ID 1) should be the first number of the Homebase record and the second should be the last Homebase record. Close "Home Base 2 Import Setup" window.
  8. Initially you will need to set up the mapping from Homebase to BookTrakker. Most of this should already be correct, but there might be an exception, so check. Click "Map Import Fields"
Initial Mapping:
    1. Scroll down the list of Homebase fields, find Publisher Year. Across from that you may see Date. Click in this field, a dropdown button (v) will appear, select DateAlpha from the list. You must do this mapping change if you want your Date to appear in BookTrakker. If DateAlpha is already present, do not change to Date.
    2. Look for "Notes" in the list on the left, notice that it maps into "Notes" on the right. BookTrakker has three equal size fields for descriptive information, Defects, Features and Notes. Defects and Features have reusable Phrase Lists, you might want to import Homebase Description/Comments (Notes) into one of these two fields. Click into the right side for the Dropdown list of BookTrakker fields; select Defects or Features from the list.
    3. Make any other necessary changes to the Import Mapping. If you have Private Comments then this should be mapped into one of the User fields.
    4. Save the mapping with an appropriate name. Make the name one you will remember for later reuse.
    5. If you plan to use Book/DJ matching then you will need to check them. This setup and the setup for Book Condition control what Book/DJ conditions get imported into BookTrakker, through translation of the Homebase equivalent. First make sure that Condition Checking is on. For example, for DJ Condition:

      Click on the DJ Condition button. Check near the bottom to make sure Condition Checking is on.

      When there is no DJ, the focus would be on the top row, on the word "NONE" in the Condition column. Click across to the Keyword column, to the right of "|none"

      Type "|No Jacket" Make sure you include the pipe symbol, located above the \ on your keyboard.

      Make any other additions deemed necessary to import DJ condition correctly, making sure the "|" symbol is added each time, before addition of keywords. Close the DJ Condition window by clicking on the X in the upper right corner.

      Make sure Condition Checking is on for Book Condition. If you need to add keywords to Book Condition, do the same for that.

      Otherwise, close the Book Condition setup by clicking the X in the upper right corner.
    6. If you do not plan to use Book/DJ matching then turn off the Condition Checking by clicking on the 0 OFF button (click DJ Condition and make sure Condition Checking if off - same for Book Condition). This will turn of translation for both Book and DJ. Book and DJ should then be mapped into Defects, or if not even present in the database then no mapping is necessary.
Normal Mapping:
    1. After the initial setup you just need to load your settings. Actually, if no one has changed them you don't even need to do that, they will remain the same. However, I generally prefer to do the Load settings with the name I saved just in case. Since I actually left the other fields (DJ Condition, etc.) the same, I don't check them. If you did change them initially, it wouldn't hurt to check (paranoia time again?).
  1. Click on Start. Check that correct numbers are coming up in Book ID record (it should be the number after the last book number you have in BookTrakker). If not, cancel. If o.k. click Finish. You will get a window ("Remapped Book Ids" ) which shows Homebase record numbers and what they went to in BookTrakker. Note the BookTrakker beginning and end number. If the book numbers were not correct, then something is wrong and you will need to restore you BookTrakker inventory (you did make a backup, didn't you?). If you are sure you followed these instructions, see (6) for example, then these instructions won't work for you.
  2. Close "Remapped Book Ids" window. Close the "Import" window. You will get a "You must close BookTrakker …." window pop up. Click OK and close BookTrakker. The books have been transferred.

Hit Lists in Booktrakker

  1. Open Booktrakker, go to Hit Lists, click New and OK
  2. In the "Range Type" (under "Set Field Criteria" tab) choose Numeric. The "Field:" should change to Book ID (if not, just change it). In the "From:" field put in the first Book ID number of the set which you got in Import to BookTrakker (9) (beginning number). The end number should be the same as you noted in that step also.
  3. Click on the Action tab. Click on "List Online". This will put a check mark next to it. Click Execute. You will get a pop up window that says "Are you sure … It will change xxx Records" The xxx should be the number of records you imported. If it is, click Yes. If not, something is wrong. Check your numbers again in the "Set Field Criteria" tab.
  4. If you use the Dealer price for certain services, you will need to change the prices (it is assummed that your "normal" price is Retail in your setup for transfer). Click Hit Lists, Check under the "Set Field Criteria" tab that the number didn't change. Click Action tab and then Multiply (a check mark should show up). Under the Multiply field choose Retail (drop down arrow). Under the Put Result In field put Dealer. In the Multiply By field put your make up/down factor. For example a markup of 10% would be a markup factor of 1.10. Click Execute. You will get a pop up window that says "Are you sure … It will change xxx Records" The xxx should be the number of records you imported. If it is, click Yes. If not, something is wrong. Check your numbers again in the "Set Field Criteria" tab.
  5. If you use Store for other services, you will need to change it also. Click Hit Lists, Check under the "Set Field Criteria" tab that the number didn't change. Click Action tab and then Multiply (a check mark should show up). Under the Multiply field choose Retail (drop down arrow). Under the Put Result In field put Store. In the Multiply By field put in you mark up/down factor. Click Execute. You will get a pop up window that says "Are you sure ? It will change xxx Records" The xxx should be the number of records you imported. If it is, click Yes. If not, something is wrong. Check your numbers again in the "Set Field Criteria" tab.
  6. If you list on Amazon, you will need to mark those appropriate check boxes. Click Hit Lists, Check under the "Set Field Criteria" tab that the number didn't change. Click Action tab and then Amazon (a check mark should show up). Under the Amazon section on the right, the drop down arrow has three choices. Choose Marketplace, check the Yes box. Click Execute. You will get a pop up window that says "Are you sure ? It will change xxx Records" The xxx should be the number of records you imported. If it is, click Yes. If not, something is wrong. Check your numbers again in the "Set Field Criteria" tab.

    You need to do this particular hit list action set for each of the Marketplace, Expedite, and/or International you want checked. So repeat as necessary.

Finish Up

  1. Edit the books as you usually do. If used, remember to fill in the Printing and Number of Pages fields from the Notes section or whatever it mapped to. One click upload.

Here are some more places to look around our site:

  • Arkham House, Mycroft & Moran, and Fedogan & Bremer Books
    At the request of several of our customers, we started a page for the books of Arkham House and related publishers. We try hard to keep it up to date with news and a list of forthcoming books and a list of those books we have of these publishers - both new and used.

  • Author Web Sites/Fan Sites
    A list of Authors and their websites or fan sites. Unfortunately, I haven't kept up with the sites going out or changing although a recent check with a program showed no broken links. One can hope right?

  • Book Care and other book information
    About Books includes items on Book Care as well as a How to Identify First Editions. It will include links, reviews, and all kinds of other interesting (to us at least) tidbits as we add to it.

  • Book Condition Description
    We use certain "bookseller" terms when we describe our books. Generally, they tend to mean what you think they would mean. For example Fine means basically without faults. The exact meanings behind what we mean are given on this page. As mentioned on the page, book condition is sometimes a subjective "call" by the book seller. We try to be objective, but might (in your opinion) fail. If so, you can return the book for any reason.

  • Book Inventory Programs The question of which book inventory program to use was always coming up on some of the forums I visit so I though I would put down some thoughts here. It is evolving and will eventually try to cover many aspects of inventory management (in the sometime distant future). In the mean time, if you have something you would like to see, let me know.

  • Book Reviews
    A slowly growing list of books we've reviewed. We would be happy to have your comments and, if you like, your reviews (with, of course, credit to you if you wish).

  • Chrislands Book Stores
    Chrislands is the company which hosts our site. We are very happy with them as are their other customers. This page gives links to many of the other Chrisland stores.

  • General Links; Other Book Stores, SF&F References, Detective/Mystery References, etc.
    Well, that about says it all. This is sort of a catch all for links which don't specifically belong anywhere else. Right now (about 6:41 pm Central US time, Oct. 16 2005), there are four sections, Science Fiction & Fantasy, Mystery - Detective, Arts and Crafts, and Book Related Links.

  • Glenn Larsen's Guide to First Editions
    Copied from Books-Rare, the book collector's home Copyright © 1997 by Glenn Larsen. Sadly, the original is no longer available., but we have a copy of it here with some corrections and additions.

  • Glossary of Terms Used in Literature and the Book and Printing Trades
    This page grew out of a request from a customer about book terms, a bookman's glossary so to speak. Now I could have just pointed them to the IOBA Book Terminology but I though it would be nice [and make our site more attractive] if we had a page of our own. Well now we do - at least the start of one

  • Help for on-line book buyers
    We hope this page will help you have a more pleasant on-line book buying experience. It also lists a few other places to get books - If we don't have the book you are looking for, of course :-)

  • IOBA Book Stores
    The Independent Online Booksellers Association, is dedicated to promoting internet bookselling by, in part, "Maintaining and enforcing high ethical and professional standards for our member booksellers, including a Code Of Ethics." White Unicorn Books is a proud member of the IOBA and on this page we list some of the other IOBA stores.

  • Liaden Universe of Steve Miller & Sharon Lee
    This page is for our Steve Miller and Sharon Lee books. It is mainly books set in the Liaden Universe® and has a list of books in that series, including the Chapter Books, as well as a set of references and links to other sites for the two authors.

  • Previously Featured Books
    Featured Books is where we list the books which have been featured on our home page - we may have more about the book than is in the normal catalog listing, so we decided to just keep track of them here. For example, when we featured the Chronicles of Narnia we listed "both sequences". The order in which they were originally published and "the preferred sequence of CS Lewis".

    We also have some special pages for books which are special in some way. It may be that the book itself is special or that a customer asked for more images, so we put up a page for the book. In any case we have these single pages for a particular book:
    • Butters' Richmond Directory 1855
      An interesting directory for 1855.
    • Crystallizing Public Opinion
      Bernays is considered by many as the originator of modern public relations and has been called the "Father of Spin". He was named one of the 100 most influential Americans of the 20th century by Life magazine.
    • Oxford Lectern Bible The Oxford Lectern Bible is a massive edition of the English Bible designed by American typographer Bruce Rogers (1870-1957). It is considered by many to be Rogers' masterpiece, and is recognized along with the other great Bibles, including the Baskerville Bible and the Doves Press Bible.
    • The Principles Of Judicial Proof
      Normally we don't put up our used books as a Featured Book on the home page they don't last long enough to stay here since we generally only have a single copy) but this one is such an absolutely beautiful book I had to put it up. So, of course, I had to build a page for it.
    • Sleeping Beauty, a Special Collectors Edition with illustrations by Dulac
      A page devoted to a special book. The 1910 limited edition of Sir Author Quiller-Couch's The Sleeping Beauty and Other Fairy Tales, illustrated by Edmund Dulac.
    • The Religious System of China
      First published over quite a few years, the initial volume was published in 1892 and the final volume was printed in 1910, The Religious System of China is a monumental work by Jan J M de Groot that "is an attempt at depicting the Chinese Religion as it is really practiced by the nation, and at sketching on a broad scale its influence on Domestic and Social Life. It is the fruit of an intimate contact with the Chinese race for several years." The work also contains a detailed study of China's funerary stelae, and the mythical animals used to decorate them.
    • Slovenly Peter's Story Book
      A classic 'what happens to bad boys and girls' from the late 1800's.

  • Ramblings/Blog/Book Reviews and whatever
    This is really a series of pages consistings of almost anything. On these pages I've written about Medicard Part D, about searching for information on a book on Google and at the Library of Congress, reviewed several books, and talked about the IOBA. No telling what will show up there. I'm sure we'll duplicate information on the rest of the site, but a lot of it will be unique. Hope you find it of interest.

  • Repricing
    A short look at some of the reasons for (semi)automatically repricing your inventory including a few Perl code snippets.

  • Setting Up an Internet Book Store
    An article I wrote for the IOBA. It presents a "first look" at some of the things one should think about in setting up an internet book store.


  • Transfer Homebase data to BookTrakker
    We use BookTrakker for maintaining and updating our main database of books we have listed here on our site. In talking to other BookTrakker users, they wanted to know how they could use someone to enter data which they could transfer to BookTrakker either in addition to or instead of using the network version of BookTrakker. Since we use both the network version and Homebase as "auxillary input systems", I though I would finally describe how we did the Homebase to BookTrakker part of it.





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