How to Create a CSV profile
How to Create a CSV profile
CSV profiles define how lists are exported.
To create a new CSV profile, or modify an existing profile, go to Tools, and under Additional Tools select CSV profiles. The list will display with a button to add New CSV profile.
There are two ‘Profile types’ either MARC or SQL
If the profile will be used to export bibliographic details, choose MARC and then you will need to enter MARC tags and subfields.
The ‘Profile name’ will appear on the export pull down list when choosing ‘Download’ from your cart or list along with the ‘Profile description’ so make sure they describe what the profile does. They will also be offered on OPAC.
The ‘CSV separator’ is the character used to separate values and value groups. The most common option is comma, because it works best with most spreadsheet applications.
The ‘Field separator’ is the character used to separate duplicate fields. For example: You may have multiple 650 fields and this is the character that will appear in between each one in the column.
The ‘Subfield separator’ is the character used to separate duplicate subfields within a tag. For example: You may have multiple $a subfields in a field.
The ‘Encoding’ field lets you define the encoding used when saving the file, generally utf8.
Finally enter your ‘Profile MARC fields’. Enter the fields or subfields you want to export, separated by pipes. For example : 200|210$a|301
You can also use your own headers (instead of the ones from Koha) by prefixing the field number with a header, followed by the equal sign. For example : Personal name=100|title=245$a|300
When you have entered all of the information for you profile, simply click ‘Submit’
If the profile will be used to export non bibliographic details, choose SQL for the ‘Profile Type’ and then you will need to enter SQL database table fields.
You don’t have to specify ‘Field separator’ or ‘Subfield separator’ and when you go to enter your ‘Profile MARC fields’ just enter the fields you want to export, separated by pipes. For example : biblio.title|biblio.author
Your SQL CSQ Profiles will appear on the staff client when you select an option to ‘Export as CSV’.
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