40a24e1eed
Update the text and links in the Tools help files. To test: Check the text and links on all help files under Tools. Signed-off-by: Owen Leonard <oleonard@myacpl.org> I fixed one instance of a link to 3.10 instead of 3.12. Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de> Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
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2.7 KiB
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57 lines
No EOL
2.7 KiB
Text
[% INCLUDE 'help-top.inc' %]
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<h1>CSV profiles</h1>
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<p>CSV Profiles are created to define how you would like your cart or list to export.</p>
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<h3>Add CSV Profiles</h3>
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<p>To add a CSV Profile</p>
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<ul>
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<li>Click 'CSV Profiles' from the Tools menu
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<ul>
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<li>The 'Profile name' will appear on the export pull down list when choosing 'Download' from your cart or list</li>
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<li>The 'Profile description' is for your own benefit, but will also appear in the OPAC when patrons download content, so make sure it's clear to your patrons as well</li>
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<li>The 'CSV separator' is the character used to separate values and value groups</li>
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<li><strong>Tip:</strong> The most common option here is comma because most spreadsheet applications know how to open files split by commas.</li>
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<li>The 'Field separator' is the character used to separate duplicate fields
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<ul>
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<li>Example: You may have multiple 650 fields and this is the character that will appear in between each one in the column</li>
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</ul>
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</li>
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<li>The 'Subfield separator' is the character used to separate duplicate subfields
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<ul>
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<li>Example: You may have multiple $a subfields in a field</li>
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</ul>
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</li>
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<li>The 'Encoding' field lets you define the encoding used when saving the file</li>
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<li>Finally format your CSV file using the 'Profile MARC fields' fields
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<ul>
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<li>Define which fields or subfields you want to export, separated by pipes. Example :200|210$a|301</li>
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<li><strong>Tip:</strong> You can also use your own headers (instead of the ones from Koha) by prefixing the field number with an header, followed by the equal sign. Example : Personal name=100|title=245$a|300</li>
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</ul>
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</li>
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</ul>
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</li>
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</ul>
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<p>When you have entered in all of the information for you profile, simply click 'Submit' and you will be presented with a confirmation that your profile has been saved.</p>
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<h3>Modify CSV Profiles</h3>
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<p>Once you have created at least one CSV Profile an 'Edit profile' tab will appear next to the 'New profile' button.</p>
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<ul>
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<li>Choose the profile you would like to edit and alter the necessary fields.</li>
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<li>After submitting your changes you will be presented with a confirmation message at the top of the screen</li>
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<li>To delete a profile, check the 'Delete selected profile' option before clicking 'Submit Query'</li>
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</ul>
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<h3>Using CSV Profiles</h3>
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<p>Your CSV Profiles will appear on the export list or cart menu under the 'Download' button in both the staff client and the OPAC</p>
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<p><strong>See the full documentation for CSV Profiles in the <a href="http://manual.koha-community.org/3.12/en/csvprofiles.html">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %] |