Tools

Know additional tools.

  • Get there: More > Tools > Additional Tools > CSV Profiles

CSV Profiles are created to define how you would like your cart or list to export.

To add a CSV Profile

  • Click 'CSV Profiles' from the Tools menu

  • The 'Profile type' determines what type of fields you plan to use (MARC or SQL) to define your profile

    • If you choose MARC then you will need to enter MARC fields

    addcsv

    • If you choose SQL then you will need to enter SQL database fields

      addcsv-sql

      • The 'Profile name' will appear on the export pull down list when choosing 'Download' from your cart or list

        downloadcsv

      • 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

    • The 'CSV separator' is the character used to separate values and value groups

      Note

      The most common option here is comma because most spreadsheet applications know how to open files split by commas.

    • The 'Field separator' is the character used to separate duplicate fields

      • Example: You may have multiple 650 fields and this is the character that will appear in between each one in the column

        csvfieldsep

    • The 'Subfield separator' is the character used to separate duplicate subfields

      • Example: You may have multiple $a subfields in a field

    • The 'Encoding' field lets you define the encoding used when saving the file

    • Finally format your CSV file using the 'Profile MARC' or 'Profile SQL' field

        • Define which fields or subfields you want to export, separated by pipes. Example : 200|210$a|301 for MARC and biblio.title|biblio.author for SQL

      Note

      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

    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.

    csvadded

Once you have created at least one CSV Profile an 'Edit profile' tab will appear next to the 'New profile' button.

  • Choose the profile you would like to edit and alter the necessary fields.

  • After submitting your changes you will be presented with a confirmation message at the top of the screen

  • To delete a profile, check the 'Delete selected profile' option before clicking 'Submit Query'

Your CSV Profiles will appear on the export list or cart menu under the 'Download' button in both the staff client and the OPAC

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