How can a subset of resources be copied between catalogs?

This article describes copying a subset of resources from one catalog to another. The source catalog is where the Resources are currently and the Destination Catalog is where these Resources will be copied.

This feature is really handy if you want to use one catalog as a master catalog and copy new Resources to several other catalogs.

This article does not cover copying all the contents of a  catalog, just a set of Resource files.

1. Open the Resources Menu of the source catalog.

Add the new Resources to the Source Catalog

2. Select Export Resource List.

Select Export Resource List.

3. Leave the screen open while the process completes.

Clicking Notify Me will send a notification to your email account once the process complete. The notice will have complete instructions to download the file.

Leave the screen open while the process completes.

4. Select Download

Select Download

5. Select a location to save the exported CSV file.

Select a location to save the exported CSV file.

6. Open the exported CSV file in a spreadsheet program other than Excel.

In some instances opening a CSV file in Excel can corrupt data. The CSV (comma separated values) file format is a nearly universally supported file format for data exchange, so it is the preferred file format for exporting data. To prevent the possibility of corrupted data, it is best to open the CSV file in another spreadsheet program first then save the file as a .xlsx file. You can use Numbers, Libre Office or Open Office.

  1. Right click on the file
  2. Select Open with from the Context Menu
  3. Select an application to open the file.
Open the exported CSV file in a spreadsheet program other than Excel.

7. Save the file as a Microsoft Excel 2007/2010/2013 XML (.xlsx) file and open it in Excel.

Save the file as a Microsoft Excel 2007/2010/2013 XML (.xlsx) file and open it in Excel.

8. Identify the files to be copied to the destination catalog.

For our purpose, the Folder, Display Name, and File Name fields will enable you to select only the rows you wish to import. The remaining fields can be ignored but do not remove them. They are necessary to import the resources.

9. Remove all rows not intended to be copied to the destination catalog.

After identifying the resources to be copied to the destination catalog, remove all other rows from the dataset. Since all resources in the dataset will be imported, removing the unintended resources from the dataset prevents these resources from being imported.

Notes about Importing:

  • Even if an existing resource has the same name as an imported one, the app will not automatically match them and replace it. It will create a separate new resource.
  • All resources in the import dataset will be imported regardless of whether they exist in the destination catalog or not. This means it's possible to import duplicate resources.
  • Folders are created automatically if the resource specifies a value in the Folder field.

10. Select Import Resources via CSV in the Resources Menu of the destination catalog.

11. Verify the import completes successfully.

Verify the import completes successfully.

12. Create Resource Pages for Imported Resources

Now that the resources have been copied to the destination catalog, resource pages for the imported resources can be created. Please see this article for creating resource pages.

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