Migrating from ResourceMate

Migrate your library from ResourceMate to Shelfwise.

Export from ResourceMate

• ResourceMate → File → Export → Books
• Choose CSV format
• Include all fields
• Save as resourcemate_books.csv

Mapping ResourceMate columns to Shelfwise

• ResourceMate "Title" → Shelfwise "title"
• ResourceMate "Author" → Shelfwise "author_name"
• ResourceMate "ISBN" → Shelfwise "isbn"
• ResourceMate "Genre/Subject" → Shelfwise "genre"
• ResourceMate "Description" → Shelfwise "description"
• ResourceMate "Copies" → Add separately via Shelfwise's Add Copies workflow
• ResourceMate "Barcode" → Shelfwise "barcode" on each copy

Cleaning the CSV

Common issues from ResourceMate exports:

• Author names like "Wilson, Doug" — Shelfwise prefers "Doug Wilson" (we can handle either)
• HTML in descriptions — strip out tags
• Encoding: save as UTF-8 to avoid character issues

Importing

• Settings → Migration → CSV Import
• Upload your cleaned CSV
• Preview shows mapping
• Confirm and import

Patrons separately

Export patrons from ResourceMate the same way:

• File → Export → Patrons
• Save as resourcemate_patrons.csv
• Map columns: first_name, last_name, email, card_number
• Import via Patrons → Bulk Import

Loan history

Loan history doesn't auto-migrate. Two options:

• Skip it (most libraries don't need historical loans)
• Custom migration (contact us for paid service)

Help available

Email hello@tryshelfwise.com — we've helped libraries migrate from ResourceMate. We can review your export and identify any issues before import.