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Copyright © 2009, Biddle Consulting Group, Inc. 1 Using the Export Wizard Training Presentation Click on the screen or press the right arrow key ( ) on your keyboard to view the next slide. Press the left arrow key ( ) to go back to the previous slide. There is no audio for this presentation
Copyright © 2009, Biddle Consulting Group, Inc. 2 This presentation is provided to OPAC users as part of their OPAC Plus Service Plan Membership Please send comments or suggestions to OPAC® is a registered trademark of Biddle Consulting Group, Inc
Copyright © 2009, Biddle Consulting Group, Inc. 3 Welcome! This presentation provides an overview of the OPAC Export Wizard feature. We hope that you find this presentation helpful The Export Wizard helps you to transport names, demographic information (race, gender, age group), test scores, and more from the OPAC program to other programs or to locations on your computer where the data can be examined Important! If a test taker has taken the OPAC test more than once, only the most recent score for each test will be exported
Copyright © 2009, Biddle Consulting Group, Inc. 4 Hint: Before you begin the export process, write down the names of the tests for which you wish to export data You will need this information during the export process
Copyright © 2009, Biddle Consulting Group, Inc. 5 “Screen shot” of the OPAC Administrator’s Program You start the export process from the OPAC Administrator’s Screen
Copyright © 2009, Biddle Consulting Group, Inc. 6 Select the names of those people whose scores you wish to export by clicking in the box(es) to the left of their ID number.
Copyright © 2009, Biddle Consulting Group, Inc. 7 Hint #1: You can re-arrange the lists by clicking on the header of the column you wish to sort by (such as clicking on “Last Name”).
Copyright © 2009, Biddle Consulting Group, Inc. 8 Hint #2: You can limit the candidates who appear in the field to the right by creating “filters” in the area provided on the left (see above). 4/ 4/09 6/30/09 For example, you can filter by the time frame in which test takers registered the first time they took the OPAC test; by those who tested within a specified time frame; those who tested using a specified AutoTest code; and/or those who took a specific test.
Copyright © 2009, Biddle Consulting Group, Inc. 9 If you have chosen how you want to filter the data, you must click on the “Update List” button to apply the filter. Then, only those who were not filtered out will remain. Note: You do not need to click on “Update List” if you do not filter the names. (See OPAC Administrator’s Manual for more details about filtering) 4/ 4/09 6/30/09
Copyright © 2009, Biddle Consulting Group, Inc. 10 Click on the “Export” button once you have chosen the names of those whose scores you wish to export
Copyright © 2009, Biddle Consulting Group, Inc. 11 Choose this option if you wish to use an export design you previously created Choose this option if you wish to create a new export design This screen appears next… Designs are pre-defined export templates that allow Test Administrators to set how data is to be exported. These export templates specify which fields in the OPAC Candidate Database are to be exported, and the order in which they are to be exported. What are designs in the Export Wizard?
Copyright © 2009, Biddle Consulting Group, Inc. 12 Choose this option if you wish to export Candidate Data into another OPAC System Choose this option if you wish to export Candidate Data for Certification Click on “Next” after you have made your choice See Section 6 of the OPAC Administrator’s Manual to learn more about the OPAC Certification Program
Copyright © 2009, Biddle Consulting Group, Inc. 13 Choose the fields you wish to appear in the exported data Then click on “Add>” to select those fields into the exported data file Hint: You can hold down the “Ctrl” key on the keyboard to select more than one field at a time to be moved, if you wish This screen appears next…
Copyright © 2009, Biddle Consulting Group, Inc. 14 Data fields that will appear in the exported data file appear here after you click on the “Add>” button Click on “Next” after you have selected all of the fields you wish to appear in the exported file IMPORTANT Make certain that you choose only tests that the candidates that are chosen have taken Keep selecting fields into this space until you have chosen all of the data you wish to export Remove fields from the “Selected Fields” list by highlighting the field you wish to remove and clicking on the “
Copyright © 2009, Biddle Consulting Group, Inc. 15 Check here if you do not wish to save this design for later use Check here if you wish the data to be exported as soon as you are done using the Export Wizard Enter the name of the export design you are creating Note: You will be able to open the data you export at any time once the Export Wizard is finished by opening the data file(s) you saved This screen appears next…
Copyright © 2009, Biddle Consulting Group, Inc. 16 Check here if you wish to include the title of each field at the top of the exported data table (This is recommended for ease of use) Click on “Next” when you have made your choices Hint: Due to database limitations, the length of some of the column heading titles may be limited. A document that describes what each heading indicates is available in the OPAC User’s Group web pages… details are provided later in this presentation
Copyright © 2009, Biddle Consulting Group, Inc. 17 Choose the location where you want the data file you are exporting to be saved Enter the name you wish to call this exported file Clerical Test Results Click on the pull-down menu’s down arrow to choose the format type for the data you will be exporting
Copyright © 2009, Biddle Consulting Group, Inc. 18 Then choose the format type in which you want to export your data Click on “Save” once you have chosen the format type OPAC data can be exported and saved as: - Tab delimited (.txt) - Comma delimited (.csv) - Microsoft Excel workbook (.xls) - Microsoft Access (.mdb) - FoxPro/dBase (.dbf) Clerical Test Results
Copyright © 2009, Biddle Consulting Group, Inc. 19 Click here to exit the Export Wizard after completing all of these steps That’s all it takes to export a file containing information from OPAC testing This screen appears next…
Copyright © 2009, Biddle Consulting Group, Inc. 20 You can now open the data you saved – Simply go to the location in your computer system where you saved the data and open the file where it is saved
Copyright © 2009, Biddle Consulting Group, Inc. 21 How to view the column heading description document
Copyright © 2009, Biddle Consulting Group, Inc. 22 Open the “Tips” link in the OPAC User’s Group web pages to see a list of the column headers of data exported using the OPAC Export Wizard feature (details on next pages)
Copyright © 2009, Biddle Consulting Group, Inc. 23 Use the “Member’s” link to open the OPAC User’s Group web pages Click on the FAQs button if you have questions about entering the User’s Group web pages The document is available at the OPAC User’s Group web pages
Copyright © 2009, Biddle Consulting Group, Inc. 24 Contract the OPAC Client Relations Manager at x 151 or if you have difficulty opening the user’s group web pages
Copyright © 2009, Biddle Consulting Group, Inc. 25 Open the “Tips” link to view the “header” description list Once you have clicked on the “Members” button and opened the User’s Group web pages…
Copyright © 2009, Biddle Consulting Group, Inc Field (column) header descriptions for Export Wizard documents Click on Tip #11 to open the document containing the list of the column headers of data exported using the OPAC Export Wizard feature
Copyright © 2009, Biddle Consulting Group, Inc. 27 Column headings Description of what is identified by the column heading The header description document looks like this…
Copyright © 2009, Biddle Consulting Group, Inc. 28 We hope this presentation has been helpful to you! Please send comments or suggestions to OPAC® is a registered trademark of Biddle Consulting Group, Inc Please refer to your OPAC Administrator’s Manual for more details about exporting information from the OPAC System
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