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Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University
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Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Mar 30, 2015

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Page 1: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Creating a Customized List of Classes Using

Microsoft Access 2000®

Stephen J. WoodsIdaho State University

Page 2: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Tutorial ObjectivesLearn how to open Microsoft Access® Create a database named item_numbersDownload and import the current List of Classes into a MS Access table.Download and import your libraries current item profile into a MS Access table.Merge the current List of Classes and your libraries item profile.Download and import the discontinued and inactive item numbers.

Page 3: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Systems Requirements

Microsoft Access (this tutorial is based on MS 2000) Unzip software (this tutorial utilizes a PowerArchiver available for free) http://www.powerarchiver.com/Access to the Internet via a browser (this tutorial utilizes Internet Explorer).

Page 4: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective One: Opening Microsoft Access

Step One: Click on the button labeled Start   Step Two: Select and click on the Icon labeled Microsoft Access.

Page 5: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Two Create a Database Named

Item_Numbers

Page 6: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Two: Step 1-2

Step One: Select the radio button labeled Blank Access database. Step Two: Click on the button labeled OK

Page 7: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Two: Step 3-4

Step Three: highlight the text in the File name field db1.mdb and type in the text  item_numbers.mdb  Don’t forget to include the underscore and the extension mdb.  Step Four: make sure the

database is stored in the folder My Documents.

Page 8: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Two: Step 5

Step Five: maximize the window by clicking on the icon

Page 9: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Overview of Microsoft Access

Objects: are the different types of database features that you can create. We will only use Tables and Queries for this tutorial.

 

We will create three tables:

Data from the List of Classes

Data from the Item Lister

Data from Discontinued and Inactive Items

Once this is done we will use Queries to merge data from each of the tables

Page 10: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three Download and Import the Current List

of Classes into a MS Access table

Page 11: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 1-3Step One: keep Microsoft Access open in one Window and open Internet Explorer (or a browser of your choice) in another window. Step Two: enter the following URL in your browser:http://govdoc.wichita.edu/ddm/GdocFrames.asp

Step Three: click on the link labeled Tools-Configuration.

Page 12: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 4

This will download a zipped Excel file. Although the List of Classes is also available through the FDLP. This file contains some added value. Although you could technically import classlist.csv instead of classlist.zip the data in classlist.zip seems to be cleaner.

Step Four: click on the link labeled classlist.zip

Page 13: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 5

Step Five: select the radio button labeled Save this file to disk. Then click on the button labeled OK

Page 14: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 6

Step Six: make sure that you save the file classlist.zip into the folder My Documents. You will notice that this file automatically saved this ZIP file as a PowerArchiver ZIP file.

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Objective Three: Step 7

Step Seven: you should see a box labeled Download complete. Click on the button labeled Open.

Page 16: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 8

Step Eight: click on the button labeled Extract. You will notice that the file you are extracting is classlist.csv. As I said earlier, this file seems to contain cleaner data. Csv is an extension that is used for Excel, but don’t worry we will be able to convert this data into MS Access.

Page 17: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 9

Step Nine: PowerArchiver will prompt you by asking you what folder you want to extract the information to. Select C:/my documents.

Page 18: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 10-11

Step Ten: now that you have downloaded and extracted the file classlist.csv go to the window that you previously opened when we were using Microsoft Access. You can find this easily by moving your cursor to the bottom of the windows page. Step Eleven: click on the drop down menu File and move the cursor to Get External Data and click on the Icon

Import.

Page 19: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 12

Step Twelve: make sure that you are looking in the folder labeled My Documents  AND that you have selected Files of type Text Files Click on the file classlist.csv Click on the icon labeled Import

Page 20: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 13

Step Thirteen: MS Access has correctly guessed that your data is delimited by commas. You can go ahead and click on the button labeled Next >

Page 21: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 14

Step Fourteen: again the Import Text Wizard has correctly guessed that the data is separated by comma. You can go ahead and click on the button labeled Next >

Page 22: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 15

Step Fifteen: make sure that the radio button labeled In a New Table is selected and click on the button labeled Next >

Page 23: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 16

Step Sixteen: you do not want MS Access in this case to define a primary key for you. Click on the radio button labeled No Primary key.

Page 24: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 17

Step Seventeen: your table should look exactly like the picture. You can go ahead and click on the button labeled Next >

Page 25: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Three: Step 18-19

Step Eighteen: you have now successfully provided MS Access with all of the necessary information. To finish the import click on the button labeled Finish.

Step Nineteen: click on the button labeled OK.

Page 26: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

View Data

To view the data that you just loaded into MS Access. Click on the file Classlist found in your database.

Page 27: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Data Fields

Your data should have 8 rows: ID – unique numberitem – item numbersudocstem – SUDOC numberstatus – whether or not the item is still activetitle – title of the stemagencycode – issuing agencyfrequency – how often the stem is publishedformat – what format the item number represents

Page 28: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four Download and Import Your Libraries

Current Item Profile

Page 29: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 1-3

Step One: keep Microsoft Access open in one Window and open Internet Explorer (or a browser of your choice) in another window. Step Two: enter the following URL in yourbrowser: http://www.access.gpo.gov/su_docs/fdlp/tools/itemlist.html Step Three: click on the link labeled Selections and Nonselections – Single

Column

Page 30: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 4

Step Four: type in your depository library number  Click on the bar labeled LIST SELECTIONS AND NON-SELECTIONS-SINGLE COLUMN.

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Objective Four: Step 5

Step Five: click on the drop down menu labeled File and click on the selection SaveAs

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Objective Four: Step 6

Step Six: make sure that you select My Documents folder in the Save in box Change the file name to list Change the Save as type to Text File (*.txt) Click on the Icon labeled Save

Page 33: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 7

Step Seven: you will need to open the file that you just save to the folder My Documents in a text editor for massaging before you try to import the information into MS Access. Right click on the icon Start and select the menu choice Explore

Page 34: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 8Step Eight: select the folder My Documents. You should see a file labeled list.txt. Click on the file list.txt. You will get the following message. You may click on the Icon labeled Yes. This will open a text editor known as WordPad

Page 35: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 9

Step Nine: the file should have been opened in WordPad. Delete the text in the header highlighted in the picture to the right.

Page 36: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 10

Step Ten: scroll down to the bottom of the document and delete the text highlighted in the picture to the right. Make sure that you save these changes.

Page 37: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 11-12

Step Eleven: now that you have downloaded and massaged the file list.txt go to the window that you previously opened when we were using Microsoft Access. You can find this easily by moving your cursor to the bottom of the windows page. Step Twelve: click on the drop down menu File and move the cursor to Get External Data and click on the Icon

Import.

Page 38: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 13

Step Thirteen: make sure that you are looking in the folder labeled My Documents  AND that you have selected Files of type Text Files Click on the file list.text Click on the button labeled Import

Page 39: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 14

Step Fourteen: MS Access has correctly guessed that the data is separated by Fixed Widths. You can go ahead and click on the button labeled Next >

Page 40: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 15

Step Fifteen: the Import Text Wizard has correctly placed the break line between the two fields. You can go ahead and click on the button labeled Next >

Page 41: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 16

Step Sixteen: make sure that the radio button labeled In a New Table is selected. You can go ahead and click on the button labeled Next >

Page 42: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 17

Step Seventeen: change the text in the box Field Name to item. This will match the field name in our table Classlist. You can go ahead and click on the button labeled Next >

Page 43: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 18

Step Eighteen: change the text in the box Field Name to Library Profile. You can go ahead and click on the button labeled Next >

Page 44: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 19

Step Nineteen: click on the radio button labeled No primary key. You can go ahead and click on the button labeled Next >

Page 45: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Four: Step 20

Step Twenty: you have now completed all the information that the wizard needs to create the table list. Click on the button labeled Finish

You will be prompted by the wizard with another text box. Click on the button labeled OK.

Page 46: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

View Data

To view the data that you just loaded into MS Access. Click on the file List found in your database.

Page 47: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Data Fields

Your data should have 2 rows: item – item number Library Profile – indicates whether or not your library selects that particular item number.

Page 48: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five Merge the Table that Contains the

Current List of Classes with the Table that Contains Your Libraries Profile

Page 49: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 1-2

Step One: click on the button labeled Queries Step Two: click on the icon labeled New

Page 50: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 3

Step Three: select design view and click on the button labeled OK.

Page 51: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 4

Step Four: click on the table Classlist and then the button labeled Add. Click on the table List and then on the button labeled Add

Page 52: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 5

Step Five: click on the button labeled Close The two table and the fields that they contain will be shown in the boxes at the top.

Page 53: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 6

Step Six: highlight the field “item” in the table Classlist. Keeping your finger in the left mouse button drag the cursor to the field “item” in the table List. This tells MS Access what the relationship is between these two tables. In sum, it will match information from the two tables based on this field.

Page 54: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 7

Step Seven: click on each of the fields in the table Classlist. This will add them to the table below.  Click on the field Library Profile in the table List to add it to the table below.

Page 55: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 8

Step Eight: to merge the two table into a separate table click on drop down menu with the icon and select the text Make-Table Query.

Page 56: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 9

Step Nine: you will be prompted by MS Access to give the new table a name. Type in the name Current Profile and click on the button labeled OK Make sure the radio button Current Database is selected.

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Objective Five: Step 10

Step Ten: to generate the new table click on the icon.

Page 58: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 11

Step Eleven: MS Access will prompt you and ask if you want to paste the rows into a new table. Click on the icon labeled Yes.

Page 59: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 12Step Twelve: to view your new table you will need to close the query. MS Access will ask you if you want to save the query. Select No. To view the new table you will need to click on the Tables button in the Objects field.

Page 60: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Five: Step 13

Step Thirteen: click on the new file Current Profile to view the data. You may notice that there are fewer rows in the new table Current Profile then there are in the table Classlist.  This discrepancy comes from the fact that there are item numbers that are in the current List of Classes that are not

included in the Item Lister.

Page 61: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six Download and Import the List of Inactive and Discontinued Item

Numbers

Page 62: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 1-3Step One: keep Microsoft Access open in one Window and open Internet Explorer (or a browser of your choice) in another window. Step Two: enter the following URL in your browser:http://govdoc.wichita.edu/ddm/GdocFrames.asp

Step Three: click on the link labeled Tools-Configuration.

Page 63: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 4

Step Four: click on the file labeled classina.zip

Page 64: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 5

Step Five: select the radio button labeled Save this file to disk. Then click on the button labeled OK

Page 65: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 6

Step Six: make sure that you save the file classina.zip into the folder My Documents. You will notice that this file automatically saved this ZIP file as a PowerArchiver ZIP file.

Page 66: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 7

Step Seven: you should see a box labeled Download complete. Click on the button labeled Open.

Page 67: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 8

Step Eight: click on the button labeled Extract. You will notice that the file you are extracting is classina.csv. As I said earlier, this file seems to contain cleaner data. Csv is an extension that is used for Excel, but don’t worry we will be able to convert this data into MS Access.

Page 68: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 9

Step Nine: PowerArchiver will prompt you by asking you what folder you want to extract the information to. Select C:/my documents.

Page 69: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 10-11

Step Ten: now that you have downloaded and extracted the file classina.csv go to the window that you previously opened when we were using Microsoft Access. You can find this easily by moving your cursor to the bottom of the windows page. Step Eleven: click on the drop down menu File and move the cursor to Get External Data and click on the Icon

Import.

Page 70: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 12

Step Twelve: make sure that you are looking in the folder labeled My Documents  AND that you have selected Files of type Text Files Click on the file classlist.csv Click on the icon labeled Import

Page 71: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 13

Step Thirteen: MS Access has correctly guessed that your data is delimited by commas. You can go ahead and click on the button labeled Next >

Page 72: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 14

Step Fourteen: again the Import Text Wizard has correctly guessed that the data is separated by comma. You can go ahead and click on the button labeled Next >

Page 73: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 15-16

Step 15: Click on the radio button labeled In an Existing table.

Step 16: from the menu select the table Current Profile.You can go ahead and click on the button labeled Next >

Page 74: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 17

Step Seventeen: you have now completed all the information that the wizard needs to import the information to the table Current Profile. Click on the button labeled Finish

Page 75: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 18

Step 18: open the table Current Profile by clicking on the file.

Page 76: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 19-20

Step 19: click on the icon and select from the menu Design View/

Step 20: select the from the Field Name column Id and hit the delete button. This field is no longer unique, because of the import.

Page 77: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Objective Six: Step 21

Step 21: to get back to the table or datasheet view click on the icon

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DataScroll down the data keeping an eye on the Library Profile field. At about 9,000 or so records this field will be blank. The status filed will also contain an N for Inactive. The information in the Library Profile field will need to be updated from your 3X5 records.

Page 79: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Adding Fields for Maintenance (Suggestions)

Step 1: click on the icon and select from the menu Design View/

Step 2: type in the field name Date (this will be the date range your library collected that particular item number).

Step 3: from the pull down menu select Date/Time

Page 80: Creating a Customized List of Classes Using Microsoft Access 2000® Stephen J. Woods Idaho State University.

Adding Fields for Maintenance (Suggestions)

Step 4: type in the next field Weeded for class numbers that you have systematically checked for relevance.

Step 5: select from the pull down menu Yes/No