Exporting in CORAL

The export feature allows users to retrieve data from the Resources module in CSV (spreadsheet) format.

### How to Export Resources

To export resources, click the green Excel icon on the right side of the screen, under the Change Module menu.

![Screenshot of Resources module with Export button](img/export/exportButton.PNG)

Note: If your Resources module has a lot of records, you may need to wait for the file to be prepared.

A dialogue box will appear asking where you want to save the file, which will be named resources_export_today’s_date.csv. Choose a folder and click Save.

You can then open the file on your computer using Excel, OpenOffice, Google Sheets, or another spreadsheet program.

![Screenshot of Resources data in Excel](img/export/exportResult.PNG)

Note: If there are multiple values in a field, they will be separated by a semicolon and a space.

### Exported Fields

  • Resource ID: The unique identifier of each resource record.

  • Date Created

  • User Created: The name of the user who created the record.

  • Date Updated: The date of the last update to the record.

  • User Updated: The name of the user who last updated the record.

  • Status: Whether the resource record is In Progress or Complete.

Product Tab:

  • Name: The title of the resource.

  • Type

  • Format

  • ISSN/ISBN

  • Resource URL

  • Alt URL

  • Organizations

  • Aliases

  • Parent Resource: The name of any linked parent resource record.

  • Child Record: The name of any linked child resource records.

Orders Tab:

  • Order Type

  • Acquisition Type

  • Order Number

  • System Number

  • Purchasing Sites

  • Subscription Alert Enabled

Acquisitions Tab:

  • Sub Start

  • Current Sub End

  • Year

  • Fund Name

  • Fund Code

  • Tax Excluded

  • Rate

  • Tax Included

  • Payment

  • Currency

  • Details: Cost details.

  • Cost Note

  • Invoice

  • License Names

  • License Status

Access Tab:

  • Authorized Sites

  • Administering Sites

  • Authentication Type

  • Access Method

  • Storage Location

  • Simultaneous User Limit

  • Coverage

  • Username

  • Password

Cataloging Tab:

  • Cataloging Type

  • Cataloging Status

  • Catalog Record Set Identifier

  • Catalog Record Source URL

  • Catalog Records Available

  • Catalog Records Loaded

  • OCLC Holdings Updated

Fields currently missing from the list above:

  • Organization Role

  • Description

  • Alias Type

Not currently exported are fields inherited from other modules that appear in the Contacts and Accounts tabs. Nor are issues, attachments, or workflows exported.