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233:option_profiles [2016/11/22 15:38] |
233:option_profiles [2021/12/29 16:21] (current) |
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+ | ====== Option Profiles ====== | ||
+ | |||
+ | __Background__ | ||
+ | |||
+ | Before version 233, if you wanted to change some cataloging check options, you would enter the options form from the main menu, make your changes, click Save, and go back to work. | ||
+ | |||
+ | In some scenarios, the activity described above might involve quite a few changes. | ||
+ | |||
+ | For example, we want to run Batch mode on a large file (the LC bib database), and instead of pushing the program over the edge tracking error messages, we only want to find records that have invalid characters in them. So, first we visit the Validation page and turn off validation; then, on the Cataloging Checks page, we turn off everything except the first two checkboxes; next, create a custom set where all cataloging check messages are disabled except those that contain brief messages with the words ' | ||
+ | |||
+ | So, after making all these changes and saving them, we can go ahead and run the report. But after that, to return to a more general cataloging check setup, we will have to go back to the options and unset all of the changes made above. | ||
+ | |||
+ | In version 233, all of the cataloging check decisions described above can be saved as an options profile, which can then be activated at any time from the main menu with a mouse-click. In addition, you will be able to revert to your main (or ' | ||
+ | |||
+ | **Enable option profiles** | ||
+ | |||
+ | To start with, you must first select the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **Default profile** | ||
+ | |||
+ | If you enable options profiles, the options that you have used in the past will not go away--they will now become known as your ' | ||
+ | |||
+ | **Creating a new profile** | ||
+ | |||
+ | If option profiles have been enabled, you can create a new profile by going into the options and selecting ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | At this point a typical windows explorer dialog will open, prompting you to enter a filename for the new options profile. | ||
+ | |||
+ | **Change profile** | ||
+ | |||
+ | Once you have created profiles (i.e., once you have at least two profiles, the default, and one or more others that you have created), you can activate that profile in MARC Report using the new ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **Editing a profile** | ||
+ | |||
+ | Whenever you select one of the option categories from the Options menu, the options form will display as usual. However, the page that will be shown will be the page representing the options for the currently loaded profile. | ||
+ | |||
+ | Once the Options form has been loaded, you can switch from one profile to another via the ' | ||
+ | |||
+ | **Changes to the Options form** | ||
+ | |||
+ | The Save, Cancel, and Help buttons that used to appear at the bottom of the form have been replaced by a menu (again, see the screenshot above) which also includes the new options to support profiles. The options form can also be closed by clicking the ' | ||
+ | |||
+ | **Visual feedback** | ||
+ | |||
+ | If option profiles are enabled, whenever the main screen of MARC Report is displayed, the current profile name will be displayed in the bottom left status bar. Also, when you are viewing or editing records, the currently loaded profile name will also be displayed at the bottom left (in blue text). In Batch mode reports, a new line at the top will report the name of the options profile that was used during the run. | ||
+ | |||
+ | When the default options are being edited, the form's caption will read 'MARC Report options' | ||
+ | |||
+ | **Profile toggle** | ||
+ | |||
+ | If you only have two profiles, and want to quickly switch from one to the other, simply click on the ' | ||
+ | |||
+ | Thus, if you have two profiles, clicking the ' | ||
+ | But if you have created a large number of profiles, it is probably much quicker to select the ' | ||
+ | |||
+ | **New options in new versions** | ||
+ | |||
+ | When new options are added to MARC Report in a program update, each option' | ||
+ | |||
+ | If this default is the value that you want, then you do not need to check the new option in each profile. However, if you do __not__ want the default value of the a option, you will need to open each profile, set the value for the new option to what you want it to be, then save the profile. | ||
+ | |||
+ | **Technical notes** | ||
+ | |||
+ | Option profiles are saved in a folder called ' | ||
+ | |||
+ | There is an empty file named ' | ||
+ | |||
+ | To delete a profile, make sure the program is not running, then go into the profiles folder with Windows explorer and delete the file. | ||
+ | |||
+ | ===== Limitations ===== | ||
+ | |||
+ | The purpose of profiles is to allow the user to create different groups of options for viewing cataloging error messages in MARC Report. They should not be used to change options for the utilities. | ||
+ | |||
+ | Profiles should not be manually edited to change folder names (whether these folders are visible on the Options form or not). The behavior of the program will become unpredictable if this is attempted. | ||
+ | |||
+ | **Importing a profile** | ||
+ | |||
+ | Moving a profile from one computer to another will not work unless all of the paths used in the default profile are exactly the same on both computers--something that is highly unlikely. To workaround this problem, use the ' | ||
+ | |||
+ | When a profile is imported, the profile is first copied to your profiles environment, | ||
+ | |||
+ | Also, if the location of your My Documents ' | ||
+ | |||
+ | When a profile is loaded, we try to take steps to ignore the pathnames in the profile, and fall back to the known good pathnames in the default.ini, | ||