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How to Convert an Excel XLS file to a CSV File Using Tab-Delimited Text Format

  1. Launch Microsoft Excel.
  2. Open the workbook you wish to convert.
  3. Access the 'Save As' Function
    • Click on the File tab located in the top-left corner.
    • Select Save As from the menu options.
  4. Choose the Save Location
    • Navigate to the folder where you want to save the new file.
    • You can select a recent folder or click Browse to choose a different location.
  5. Select 'Text (Tab delimited) (*.txt)' as the File Type
    • In the Save as type dropdown menu at the bottom of the dialog box, select Text (Tab delimited) (*.txt).
    • Enter a desired name for your file in the File name field.
    • Click the Save button.
    • A prompt may appear warning that some features in your workbook might be lost if you save it as a text file. Click Yes to proceed.
  6. Navigate to the Saved File
    • Open File Explorer (Windows) or Finder (macOS).
    • Go to the folder where you saved the .txt file.
  7. Change the File Extension from .txt to .csv
    • For Windows:
      • Enable File Extension Visibility (If Not Already Enabled):
        • Open File Explorer.
        • Select your .txt file and click on the View tab at the top.
        • Check the box labeled File name extensions. This will allow you to see and modify file extensions.
      • Right-click the file and select Rename.
      • Change the file extension from .txt to .csv.
      • Press Enter and confirm the change if prompted.
    • For macOS:
      • Enable File Extension Visibility (If Not Already Enabled):
        • Open Finder.
        • Click on Finder in the menu bar and select Preferences.
        • Go to the Advanced tab.
        • Check the box labeled Show all filename extensions.
      • Click the file once to select it.
      • Press the Return key to edit the file name.
      • Change the extension from .txt to .csv.
      • Press Return again and confirm the change if prompted.
  8. Verify the CSV File
    • Open the newly renamed .csv file with a text editor or spreadsheet application.
    • Ensure that the data is correctly formatted and that all information is present.
  • To ensure accurate parsing and display of data in RSpace™, users must adhere to specific column naming conventions. The required column names are: title, abstract, authors, year, url, identifiers, keywords, oai, and doi. Please use these exact names when labeling your columns to enable the platform to interpret your data correctly within the RSpace™ user interface.
  • Before converting your .xls file to .csv, apply RSpace™'s standard column naming conventions to your file's headers.