Merge pull request #2968 from allanaaa/docs-starting
Update starting.md
This commit is contained in:
Owen Stephens
GitHub
commit
4995283b02
@ -166,7 +166,7 @@ It should show the path you set above.
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---
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### Install or upgrade
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### Install or upgrade OpenRefine
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If you are upgrading an existing OpenRefine installation, you can delete the old program files and install the new files into the same space. Do not overwrite the files as some obsolete files may be left over unnecessarily.
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@ -187,7 +187,7 @@ If you have extensions installed, do not delete the `webapp\extensions` folder w
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<TabItem value="win">
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Once you have downloaded the `.zip` file, and uncompress it into a folder where you wish to store program files (such as `D:\Program Files\OpenRefine`).
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Once you have downloaded the `.zip` file, extract it into a folder where you wish to store program files (such as `D:\Program Files\OpenRefine`). You can right-click on `openrefine.exe` or `refine.bat` and pin one of those programs to your Start Menu or create shortcuts for easier access.
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</TabItem>
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@ -367,11 +367,13 @@ You can access OpenRefine server logs from the terminal on Mac:
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* Ctrl+Click on "JavaAppLauncher"
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* Choose 'Open With' from menu, and select "Terminal"
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---
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</TabItem>
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</Tabs>
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---
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## Increasing memory allocation
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@ -1,32 +1,22 @@
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---
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id: starting
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title: Starting a project
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sidebar_label: Starting a project
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---
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## Overview
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OpenRefine doesn’t allow you to create a dataset from nothing - you can only start a project by importing in some existing data.
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An OpenRefine project is started by importing in some existing data - OpenRefine doesn’t allow you to create a dataset from nothing.
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No matter where you pull in data from, OpenRefine doesn’t modify your original data source. It copies all the information from your input, creates its own project file, and stores it in your [workspace directory](installing.md#whereisdatastored).
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No matter where your data comes from, OpenRefine doesn’t modify your original data source. It copies all the information from your input, creates its own project file, and stores it in your [workspace directory](installing#set-where-data-is-stored).
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The data and all of your edits are automatically saved inside the project file. When you’re finished modifying the data, you can export it back out into the file format of your choice.
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You can also receive and open other people’s projects, or send them yours, by exporting a project archive and importing it.
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## Create project by importing data
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When you start OpenRefine, you’ll be taken to the `Create Project` screen. You’ll see on the left side of the screen that your options are to:
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When you start OpenRefine, you’ll be taken to the “Create Project” screen. You’ll see on the left side of the screen that your options are to:
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* import data from a file on your computer
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* import data from a link to the web
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@ -36,43 +26,47 @@ When you start OpenRefine, you’ll be taken to the `Create Project` screen. You
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From these sources, you can load any of the following file formats:
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* comma-separated values (CSV) or text-separated values (TSV)
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* Text files
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* Fixed-width columns
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* JSON
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* XML
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* ODF spreadsheet (ODS)
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* Excel (XLS or XLSX)
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* PC-Axis
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* OpenDocument spreadsheet (ODS)
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* Excel spreadsheet (XLS or XLSX)
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* PC-Axis (PX)
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* MARC
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* RDF data (JSON-LD, N3, N-Triples, Turtle, RDF/XML)
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* Wikitext
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More formats can be imported by [adding extensions that provide that functionality](https://openrefine.org/download.html).
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More formats can be imported by [adding extensions to provide that functionality](https://openrefine.org/download.html).
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For whichever method you choose, when you click `Next >>` you will be given a preview and a chance to configure the way OpenRefine interprets the file.
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If you supply two or more files for one project, the files’ rows will be loaded in the order that you specify, and OpenRefine will create a column at the beginning of the dataset with the source URL or file name in it to help you identify where each row came from. If the files have matching columns, the data will load in each column; if not, the successive files will append all of their new columns to the end of the dataset:
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|File|Fruit|Quantity|Berry|Berry source|
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|---|---|---|---|---|
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|fruits.csv|Orange|4|
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|fruits.csv|Apple|6|
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|berries.csv||9|Mulberry|Greece|
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|berries.csv||2|Blueberry|Canada|
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### Methods to import data
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For whichever method you choose, when you click “Next >>” you will be given a preview and a chance to configure the way OpenRefine interprets the file.
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### Get data from this computer
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#### Get data from this computer
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Click on “Browse…” and select a file on your hard drive. All files will be shown, not just compatible ones.
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Click on `Browse…` and select a file on your hard drive. All files will be shown, not just compatible ones.
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If you import an archive file (something with the extension `.zip`, `.tar.gz`, `.tgz`, `.tar.bz2`, `.gz`, or `.bz2`), OpenRefine detects the files inside it, shows you a preview screen, and allows you to select which ones to load. This does not work with `.rar` files.
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If you import an archive file (something with the extension `.zip`, `.tar.gz`, `.tgz`, `.tar.bz2`, `.gz`, or `.bz2`), OpenRefine detects the most common file extension in it and loads all files with that extension into a single project.
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### Web Addresses (URLs)
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Type or paste the URL to the data file into the field provided. You can add as many fields as you want. OpenRefine will download the file and preview it for you.
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#### Web Addresses (URLs)
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If you supply two or more file URLs, OpenRefine will identify each one and ask you to choose which (or all) to load.
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Type or paste the URL to the data file into the field provided. You can add as many fields as you want. OpenRefine will _____(something I haven’t quite figured out yet)______________________.
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Do not use this form to load a Google Sheet by its link; use [the Google Data form instead](#google-data).
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Do not use this form to load a Google Sheet by its link; use the Google Data form instead.
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#### Clipboard
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### Clipboard
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You can copy and paste in data from anywhere. OpenRefine will recognize comma-separated, tab-separated, or table-formatted information copied from sources such as word-processing documents, spreadsheets, and tables in PDFs. You can also just paste in a list of items that you want to turn into multi-column rows. OpenRefine recognizes each new text line as a row.
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@ -80,67 +74,38 @@ This can be useful if you want to pre-select a specific number of rows from your
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This can also be useful if you would like to paste in a list of URLs, which you can use later to fetch the data online and build columns with.
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### Database (SQL)
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#### Database (SQL)
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If you are an administrator or have SQL access to a database of information, you may want to pull the latest dataset directly from there. This could include an online catalogue, a content management system, or a digital repository or collection management system. You can also load a database (`.db`) file saved locally. You will need to use an [SQL query](https://www.w3schools.com/sql/) to import your intended data.
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You may want to pull the latest dataset directly from an online database. This could include an online catalogue, a Wordpress or similar content management system, or a [digital repository or collection management system](https://bits.ashleyblewer.com/blog/2017/08/09/collection-management-system-collection/).
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There are some publicly-accessible databases you can query, such as [one provided by Rfam](https://docs.rfam.org/en/latest/database.html). The instructions provided by Rfam can help you understand how to connect to and query from any database.
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OpenRefine can connect to PostgreSQL, MySQL, MariaDB, and SQLite database systems. It will automatically populate the “Port” field based on which of these you choose, but you can manually edit this if needed.
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To import data directly from a database online, you will need to do two things:
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If you have a `.db` file, you can supply the path to the file on your computer directly in the “Database” field at the bottom of the form. You can leave the rest of the fields blank.
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To import data directly from a database, you will need the database type (such as MySQL), database name, the hostname (either an IP address or the domain that hosts the database), and the port on the host. You will need an account authorized for access, and you may need to add OpenRefine's IP address or host to the “allowable hosts” for that account. You can find that information by pressing “Test” and getting the IP from the error message that results.
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You can either connect just once to gather data, or save the connection to use it again later. If you press “Connect” without saving, OpenRefine will forget all the information you just entered. If you’d like to save the connection, name your connection in a way you will recognize later. Click “Save” and it will appear in the “Saved Connections” list on the left. From now on, you can click on the “...” ellipsis to the right of the connection you’ve saved, and click “Connect.”
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* Add OpenRefine (running from your computer) to an account authorized to access your database
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* Set up OpenRefine to access that database using that account
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If your connection is successful, you will see a Query Editor where you can run your SQL query. OpenRefine will give you an error if you write a statement that tries to modify the source database in any way.
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Log in to your hosting provider. Get the database type (such as MySQL), database name, and the URL (either an IP address, such as `127.0.0.1`, or the domain that uses the database, such as _https://openrefine.org/category/blog.html_). Then look at the accounts authorized for access. You may wish to create a new account just for OpenRefine, or add OpenRefine to an existing account.
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Each host will have a slightly different method, but generally speaking: look for “accounts with access” to the database you wish to authorize, and within the settings for that account, look for “allowable hosts” or “access hosts.”
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In that list, add the IP address of your own computer, because that is where the OpenRefine access request will be coming from. You can find this easily, by clicking “Test” within OpenRefine once the rest of the information is filled out: OpenRefine will give you an error that looks like
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``` error:Access denied for user 'yourusername'@'123-45-67-89.yourISP.com' ```
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Take your IP address from this error message and put that, with periods instead of hyphens, into the “allowable hosts” field on the account you’re trying to use. Add a wildcard to the end of your IP address (“123.45.67.89%”). Save that setting, and then test the connection again with OpenRefine.
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You can either connect just once and gather data, or save the connection to use it again later. If you press “Connect” without saving, OpenRefine will forget all the information you just entered.
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If you’d like to save the connection, name your connection in a way you will recognize later. Click “Save” and it will appear in the “Saved Connections” list on the left. Now, click on the “...” ellipsis to the right of the connection you’ve saved, and click “Connect.”
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If your connection is successful, you will see a Query Editor. From here you can write an [SQL query](https://www.w3schools.com/sql/) to pull the specific data you need.
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If you need help, you may be able to find instructions from your hosting provider. Here are the guides from:
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* [Dreamhost](https://help.dreamhost.com/hc/en-us/articles/214883058-How-do-I-connect-to-my-database-using-a-third-party-program-)
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* [GoDaddy](https://ca.godaddy.com/help/connect-remotely-to-a-mysql-database-in-my-linux-hosting-account-16103)
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#### Google Data
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### Google Data
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You have two ways to load in data from Google Sheets:
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* A link to an accessible Google Sheet (that is, one with link-sharing turned on)
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* Selecting a Google Sheet in your Google Drive
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##### Google Sheet by URL
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#### Google Sheet by URL
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You can import data from any Google Sheet that has link-sharing turned on. Paste in a URL that looks something like
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```https://docs.google.com/spreadsheets/……….../edit?usp=sharing```
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```https://docs.google.com/spreadsheets/………/edit?usp=sharing```
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This will only work with Sheets, not with any other Google Drive file that might have an available link.
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This will only work with Sheets, not with any other Google Drive file that might have an available link, including `.xls` and other valid files that are hosted in Google Drive. These links will also not work [by URL](#web-addresses-urls), so you need to download the files to your computer.
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##### Google Sheet from Drive
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#### Google Sheet from Drive
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You can authorize OpenRefine to access your Google Drive data and import data from any Google Sheet it finds there. This will include Sheets that belong to you and Sheets that are shared with you, as well as Sheets that are in your trash.
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@ -151,15 +116,15 @@ OpenRefine will generate a list of all Sheets it finds, with the most recently m
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When you click “Preview” the Sheet will open in a new browser tab. When you click the Sheet title, OpenRefine will begin to process the data.
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### Previewing the project
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## Project preview
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Once OpenRefine is ready to import the data, you will see a screen with “Configure Parsing Options” at the top. You’ll see a preview of the first 100 rows and all identified columns.
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At the bottom of the screen you will find options for telling OpenRefine how to process what it has found. You can tell it which row(s) to parse as column headers, as well as to ignore any number of rows at the top. You can also select a specific range of rows to work with, by discarding some rows at the top (excluding the header) and limiting the total number of rows it loads.
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OpenRefine tries to guess how to parse your data based on the file extension. For example, .xml files are going to be parsed as though they are formatted in XML. An unknown file extension (or your clipboard copy-paste) is assumed to be either tab-separated or comma-separated. OpenRefine looks for a tab character; if one is found, it assumes you have imported tab-separated data.
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OpenRefine tries to guess how to parse your data based on the file extension. For example, `.xml` files are going to be parsed as though they are formatted in XML. An unknown file extension (or your clipboard copy-paste) is assumed to be either tab-separated or comma-separated. OpenRefine looks for a tab character; if one is found, it assumes you have imported tab-separated data.
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If Google isn’t certain what format you imported, it will provide a list of possibilities under “Parse data as” and some settings. You can specify a custom separator now, or split columns later on in the project interface.
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If OpenRefine isn’t certain what format you imported, it will provide a list of possibilities under “Parse data as” and some settings. You can specify a custom separator now, or split columns later on in the project interface.
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If you imported a spreadsheet with multiple worksheets, they will be listed along with the number of rows they contain. You can only select data from one worksheet.
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@ -170,26 +135,17 @@ You should create a project name at this stage. You can also supply tags to keep
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## Import a project
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### Overview
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Because OpenRefine only runs locally on your computer, you can’t have a project accessible to more than one person at the same time.
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The best way to collaborate with another person is to export and import projects that save all your changes, so that you can pick up where someone else left off. You can also [export projects](export.md) and import them to new computers of your own, such as for working on the same project from the office and from home.
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An exported project will include all of the [history](interface/projectscreen.md#history), so you can see (and undo) all the changes from the previous user. It is essentially a point-in-time snapshot of their work. OpenRefine only exports projects as `.tar.gz` files at this time.
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The best way to collaborate with another person is to export and import projects that save all your changes, so that you can pick up where someone else left off. You can also [export projects](exporting) and import them to new computers of your own, such as for working on the same project from the office and from home.
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An exported project will include all of the [history](running#history-undoredo), so you can see (and undo) all the changes from the previous user. It is essentially a point-in-time snapshot of their work. OpenRefine only exports projects as `.tar.gz` files at this time.
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### Instructions
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Once someone has sent you a project archive file from their computer, you can save it anywhere, including your Downloads folder.
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In the left-hand menu of the home screen, click “Import Project.” You will see the following screen:
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Click “Browse…” and navigate to wherever you saved the file you were sent (for example, your Downloads folder).
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In the left-hand menu of the home screen, click “Import Project.” Click “Browse…” and navigate to wherever you saved the file you were sent (for example, your Downloads folder).
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You can rename the project if you’d like - we recommend adding your name, a date, or a version number, if you’re planning to continue collaborating with another person (or working from multiple computers).
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@ -200,7 +156,7 @@ OpenRefine will store the project in its own workspace directory, so you can now
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## Project management
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You can access all of your created projects by clicking on “Open Project.” Your project list can be organized by modification date, title, row count, and other metadata you can supply (such as subject, descripton, tags, or creator). To edit the fields you see here, click “About” to the left of each project. There you can Edit a number of available fields. You can also see the project ID that corresponds to the name of the folder in your work directory.
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You can access all of your created projects by clicking on “Open Project.” Your project list can be organized by modification date, title, row count, and other metadata you can supply (such as subject, descripton, tags, or creator). To edit the fields you see here, click “About” to the left of each project. There you can edit a number of available fields. You can also see the project ID that corresponds to the name of the folder in your work directory.
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### Naming projects
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@ -209,27 +165,20 @@ You may have multiple projects from the same dataset, or multiple versions from
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You can name a project when you create it or import it, and you can rename a project by opening it and clicking on the project name at the top of the screen.
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### Autosaving
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OpenRefine saves all of your actions (everything you can see in the Undo/Redo panel). That includes flagging and starring rows.
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OpenRefine saves all of your actions (everything you can see in the Undo/Redo panel). That includes flagging and starring rows.
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It doesn’t, however, save your facets, filters, or any kind of “view” you may have in place while you work. This includes the number of rows showing, whether you are showing your data as rows or records, and any sorting or column collapsing you may have done. A good rule of thumb is: if it’s not showing in Undo/Redo, you will lose it when you leave the project workspace.
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You can only save and share facets and filters, not any other type of view. To save current facets and filters, click “Permalink.” The project will reload with a different URL, which you can then copy and save elsewhere. This permalink will save both the facets and filters you’ve set, and the settings for each one (such as sorting by count rather than by name).
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### Deleting projects
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You can delete projects, which will erase the project files from the work directory on your computer. This is immediate and cannot be undone.
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Go to “Open Project” and find the project you want to delete. Click on the X to the left of the project name. There will be a confirmation dialog.
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Go to “Open Project” and find the project you want to delete. Click on the “X” to the left of the project name. There will be a confirmation dialog.
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### Project files
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You can find all of your raw project files in your work directory. They will be named according to the unique Project ID that OpenRefine has assigned them, which you can find on the “Open Project” screen, under the “About” button for each project.
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You can point OpenRefine to use another work directory using [Preferences](running.md#preferences).
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You can find all of your raw project files in your work directory. They will be named according to the unique Project ID that OpenRefine has assigned them, which you can find on the “Open Project” screen, under the “About” button for each project.
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