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5 <p>CSV Profiles are created to define how you would like your cart or list to export.</p>
7 <h3>Add CSV Profiles</h3>
9 <p>To add a CSV Profile</p>
12 <li>Click 'CSV Profiles' from the Tools menu
14 <li>The 'Profile name' will appear on the export pull down list when choosing 'Download' from your cart or list</li>
15 <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>
16 <li>The 'CSV separator' is the character used to separate values and value groups</li>
17 <li><strong>Tip:</strong> The most common option here is comma because most spreadsheet applications know how to open files split by commas.</li>
18 <li>The 'Field separator' is the character used to separate duplicate fields
20 <li>Example: You may have multiple 650 fields and this is the character that will appear in between each one in the column</li>
23 <li>The 'Subfield separator' is the character used to separate duplicate subfields
25 <li>Example: You may have multiple $a subfields in a field</li>
28 <li>The 'Encoding' field lets you define the encoding used when saving the file</li>
29 <li>Finally format your CSV file using the 'Profile MARC fields' fields
31 <li>Define which fields or subfields you want to export, separated by pipes. Example :200|210$a|301</li>
32 <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$a|300</li>
39 <p>When you have entered in all of the information for you profile, simply click 'Submit' and you will be presented with a confirmation that your profile has been saved.</p>
41 <h3>Modify CSV Profiles</h3>
43 <p>Once you have created at least one CSV Profile an 'Edit profile' tab will appear next to the 'New profile' button.</p>
46 <li>Choose the profile you would like to edit and alter the necessary fields.</li>
47 <li>After submitting your changes you will be presented with a confirmation message at the top of the screen</li>
48 <li>To delete a profile, check the 'Delete selected profile' option before clicking 'Submit Query'</li>
51 <h3>Using CSV Profiles</h3>
53 <p>Your CSV Profiles will appear on the export list or cart menu under the 'Download' button in both the staff client and the OPAC</p>
55 <h3>Template Toolkit tags</h3>
57 <p>You can use Template Toolkit tags in order to build complex CSV files.</p>
58 <p>To access to the field list of the current record, you have to use the 'fields' variables (which is a hashref).</p>
59 <p>All fields of the record is content into this variable in a "field tag name" key.</p>
60 <p>In order to manage multi-valuated field and subfields, the field and subfields are stored into an arrayref</p>
61 <p>For example, the following MARC record:</p>
63 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
64 @ 140211b xxu||||| |||| 00| 0 eng d
66 100 ## - MAIN ENTRY--PERSONAL NAME
67 a Personal name My author
69 245 ## - TITLE STATEMENT
70 a Title My first title
71 a Title My second title
72 b Remainder of title My remainder
74 245 ## - TITLE STATEMENT
75 a Title My third title
77 <p>will be stored into the following structure:</p>
82 "140211b xxu||||| |||| 00| 0 eng d"
110 <p>The indicators can be accessible using the 'indicator' key.</p>
111 <p>Example: [% fields.245.0.indicator.1 %] is the indicator 1 for the first 245 field.</p>
113 <p>Some examples:</p>
115 <li>Display all 245$a and 245$c into the same column:
117 [% FOREACH field IN fields.245 %]
118 [% field.a.join(' ') %] [% field.c.join(' ') %]
122 <li>Display 650$a if indicator 2 for 650 is set
124 Subject=[% FOREACH field IN fields.650 %][% IF field.indicator.2 %][% field.a.0 %][% END %][% END %]
127 <li>Display the language from the control field 008
129 Language=[% fields.008.0.substr( 28, 3 ) %]
132 <li>Display the first subfield a for first field 245 if indicator 1 for field 100 is set
134 Title=[% IF fields.100.0.indicator.1 %][% fields.245.0.a.0 %][% END %]
138 <p>Note that the authorized values won't be replaced by their descriptions.</p>
141 <p><strong>See the full documentation for CSV Profiles in the <a href="http://koha-community.org/manual/[% helpVersion %]/html/tools.html#csv-profiles">manual</a> (online).</strong></p>
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