Jonathan Druart
b08913370f
Without the anchor it is not possible to retrieve the html page, so these occurrences have been updated manually (and yes it was painful) Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de> Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl> Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
143 lines
5.5 KiB
Text
143 lines
5.5 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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<h3>Template Toolkit tags</h3>
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[% TAGS [- -] %]
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<p>You can use Template Toolkit tags in order to build complex CSV files.</p>
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<p>To access to the field list of the current record, you have to use the 'fields' variables (which is a hashref).</p>
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<p>All fields of the record is content into this variable in a "field tag name" key.</p>
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<p>In order to manage multi-valuated field and subfields, the field and subfields are stored into an arrayref</p>
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<p>For example, the following MARC record:</p>
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<pre>
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008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
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@ 140211b xxu||||| |||| 00| 0 eng d
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100 ## - MAIN ENTRY--PERSONAL NAME
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a Personal name My author
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245 ## - TITLE STATEMENT
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a Title My first title
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a Title My second title
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b Remainder of title My remainder
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245 ## - TITLE STATEMENT
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a Title My third title
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</pre>
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<p>will be stored into the following structure:</p>
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<pre>
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{
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fields => {
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008 => [
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"140211b xxu||||| |||| 00| 0 eng d"
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],
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100 => [
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{
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a => [
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"My author"
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]
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}
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]
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245 => [
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{
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a => [
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"My first title",
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"My second title"
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],
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b => [
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"My remainder"
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]
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},
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{
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a => [
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"My third title"
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]
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}
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]
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}
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}
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</pre>
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<p>The indicators can be accessible using the 'indicator' key.</p>
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<p>Example: [% fields.245.0.indicator.1 %] is the indicator 1 for the first 245 field.</p>
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<p>Some examples:</p>
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<ul>
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<li>Display all 245$a and 245$c into the same column:
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<p>
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[% FOREACH field IN fields.245 %]
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[% field.a.join(' ') %] [% field.c.join(' ') %]
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[% END %]
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</p>
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</li>
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<li>Display 650$a if indicator 2 for 650 is set
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<p>
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Subject=[% FOREACH field IN fields.650 %][% IF field.indicator.2 %][% field.a.0 %][% END %][% END %]
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</p>
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</li>
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<li>Display the language from the control field 008
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<p>
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Language=[% fields.008.0.substr( 28, 3 ) %]
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</p>
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</li>
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<li>Display the first subfield a for first field 245 if indicator 1 for field 100 is set
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<p>
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Title=[% IF fields.100.0.indicator.1 %][% fields.245.0.a.0 %][% END %]
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</p>
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</li>
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</ul>
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<p>Note that the authorized values won't be replaced by their descriptions.</p>
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[- TAGS default -]
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<p><strong>See the full documentation for CSV Profiles in the <a href="http://koha-community.org/manual/[% helpVersion %]/html/03_tools.html#csv-profiles">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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