Koha/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/csv-profiles.tt
Nicole C. Engard 84a13ac022 Bug 6966 Update tools help files
This updates the tools help files.
2011-10-08 20:01:16 +13:00

53 lines
No EOL
2 KiB
Text

[% INCLUDE 'help-top.inc' %]
<h1>CSV Profiles</h1>
<p>CSV Profiles are created to define how you would like your cart or list to export.</p>
<h2>Add CSV Profiles</h2>
<p>To add a CSV Profile</p>
<ul>
<li>Click 'CSV Profiles' from the Tools menu
<ul>
<li>The 'Profile name' will appear on the export pull down list when choosing 'Download' from your cart or list</li>
<li>The 'Profile description' is for your own benefit</li>
<li>The 'CSV separator' is the character used to separate values and value groups</li>
<li>The 'Field separator' is the character used to separate duplicate fields
<ul>
<li>Example: You may have multiple 650 fields</li>
</ul>
</li>
<li>The 'Subfield separator' is the character used to separate duplicate subfields
<ul>
<li>Example: You may have multiple $a subfields in a field</li>
</ul>
</li>
<li>The 'Encoding' field lets you define the encoding used when saving the file</li>
<li>Finally format your CSV file using the 'Profile marcfields' fields
<ul>
<li>Define which fields or subfields you want to export, separated by pipes. Example : 200|210$a|301</li>
<li style="background-color: #ffe599;">Tip: 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=200|Entry element=210$a|300|009</li>
</ul>
</li>
</ul>
</li>
</ul>
<h2>Modify CSV Profiles</h2>
<p>Once you have created at least one CSV Profile an 'Edit profile' tab will appear next to the 'New profile' button.</p>
<ul>
<li>Choose the profile you would like to edit and alter the necessary fields.</li>
<li>To delete a profile, check the 'Delete selected profile' option before clicking 'Submit Query'</li>
</ul>
<h2>Using CSV Profiles</h2>
<p>Your CSV Profiles will appear on the export list or cart menu under the 'Download' button</p>
<p><strong>See the full documentation for CSV Profiles in the <a href="http://manual.koha-community.org/3.6/en/csvprofiles.html">manual</a> (online).</strong></p>
[% INCLUDE 'help-bottom.inc' %]