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Create Lists: Sort, List, Export manual

Page history last edited by Dennis Van Arsdale 8 years, 8 months ago

version 2015.8.17.a

 


 

Before this see Create Lists Manual

 

Sort Review File

 

To sort your review file before viewing, printing or exporting, decide how you want it sorted.

You can use more than one sort -- for example, sort by BType2 (type of material, such as ebooks, print books, DVDs, etc.) and then a second sort under each of those categories by call number.

 

 

Shown is  simple one-level sort.  To add a secondary sort, click on Append.  To insert a sort level before this one, click on Insert.  To remove a level, click on Delete.

 

List Records (Print a List)

 

Click on List Records.

 

Select the fields you want to print, or Apply Saved List from those already saved.  If you use a Saved List, you can always modify it after you select, before printing.

 

The Saved Lists can be sorted by clicking on the List Name as with other lists.

 

Once you have your fields, enter your Page heading.  You might add a date so that you know when you printed this list.

Starting record is normally 1 and ends with the total number of records found.

You usually want 1 blank line between records for readability.

Number the records to make for an easy count, and it's easy to refer to a specific number record.

Display meanings of fixed-length codes, and put each variable on a new line.

 

If you like, you can Save This List using your initials and your own title for it, IF you are likely to use it again.

 

Click on OK to run.  Enter the printer info under "Local Printer" for your preference.

 

Export Records

 

Click on Export Records.

 

You can use Apply Saved Export just as you used the Saved List above.  You can modify this list and then save under a different name using your initials as you did above.

 

For Text qualifier you can change to @ since that is unlikely to occur in your fields normally (titles and numbers may have commas -- you don't want to split those up). 

 

The Text qualifier should be none.

The Repeated field delimiter should also be @. 

 

Use the Browse to locate your Documents folder and name the file, making it a .txt file so Excel or Word can use it.

 

Open a file, select computer, and usually My Documents is one of the folders.  Select it.

 

Be sure to change the format to Text Files so your hunt will be limited.  Here the example is "1example_file.txt".

 

Once in Excel, you make sure it is Delimited because it has the @ symbol to separate fields.

 

Change the Delimiters to Other and set to the @ symbol, and then change the Text Qualifier to {none}.

 

Change all the columns to Text UNLESS you are adding money or other numbers.  Those columns should stay General or you can change them to numbers or currency later.

 

From here you can adjust the columns to allow more or less space, etc.

 

 

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