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diff --git a/docs/en/import_export.rst b/docs/en/import_export.rst new file mode 100644 index 0000000..6dd1d7a --- /dev/null +++ b/docs/en/import_export.rst @@ -0,0 +1,241 @@ +.. -*- coding: utf-8 -*- + +============= +Import/export +============= + +:Author: Étienne Loks +:date: 2012-11-28 +:Copyright: CC-BY 3.0 + +This document presents the import/export functionnalities of Chimère. +It has been updated for version 2.0.0. + +.. _importing: + +Importing +--------- + +In Chimère the import mechanism is based on **Import object**. These objects +are stored in database to keep trace of imports and to facilitate the +re-importation from the same source. In fact if possible the update of data from +a same type of source is managed. + +.. Note:: + The ability to do such updates depends on the existence of a unique id + for each object on your source. + +To add an **Import object** you need to go to *Chimere > Imports* then **Add**. + +After that you'll have to select your source type and then the form depends on +this source type. + +Common fields +************* + +- **Name by default**: if no name can be identified to the newly imported object + this is the name that will be used. If this field is empty the name of the + associated category will be use. +- **SRID**: Chimère will try to identify automatically the correct coordinate + system from the given source. But sometimes the information is not present or + cannot be guessed (for instance a Shapefile that uses non standard proj file). + In this case Chimère will use WGS84 by default (the classic + latitude/longitude) but it is not always correct. If you experience problems + with items localisation you should put here the `SRID + <https://en.wikipedia.org/wiki/SRID>`_ associated to the coordinate system of + your source. +- **Overload existing data**: by default when data is updated on the source and + has been changed in your Chimère instance a new item is created and has to + be reconciled with the :ref:`amendment form <managing-modified>`. If you don't + want to use this form and then overwrite with the data from the external + source, check this option. +- **Origin**: if not null this field will be associated to each item imported in + order to easily identify where the item came from. For OSM import the source + is automatically added. +- **License**: if not null this field will be associated to each item imported in + order to easily identify the license associated to the item. For OSM import + the license is automatically added. +- **Associated subcategories (mandatory)**: The selected subcategories will be + associated to newly imported items. + + +KML import +********** + +.. image:: static/chimere_admin_import_KML.png + + +- **Web address/source file (mandatory)**: your KML could be distant or a local + file. You'll have to fill one of the two fields. +- **Filter**: if you want to import only a specific *Folder* of your KML file + put his name on this field. +- **Zipped file**: if your source is a KMLZ file (a zipped KML), check this case. + +Shapefile import +**************** + +.. image:: static/chimere_admin_import_shapefile.png + + +- **Web address/source file (mandatory)**: your Shapefile could be distant or a + local file. You'll have to fill one of the two fields. +- **Zipped file**: only zipped Shapefiles are accepted so this checkbox has to be + checked. + +GeoRSS import +************* + +Simple GeoRSS and W3C GeoRSS are managed. + +.. image:: static/chimere_admin_import_georss.png + +- **Web address (mandatory)**: only distant GeoRSS are managed. + +CSV import +********** + +The format of the CSV file (number and order of columns) managed by Chimère +varies depending on the properties you have added on your Chimère instance. +So we recommend you to first do an export of some items in CSV with Chimère. +The CSV format of the exported file will meet Chimère requirements. + +By the way because of the geometry of the item this format is not very +convenient to add new content but could be handy to update informations. + +.. Warning:: + If you mean to update existing data by this import, unless you know how to + edit WKT do *not* modify the geometry column. + +.. image:: static/chimere_admin_import_CSV.png + +- **Web address/source file (mandatory)**: your CSV file could be distant or a + local file. You'll have to fill one of the two fields. + +.. _osm-import: + +OpenStreetMap import +******************** + +.. image:: static/chimere_admin_import_OSM.png + +To import from OSM Chimère use the XAPI API of OSM. + +- **Web address (mandatory)**: XAPI url used to import data. This field should + be filled with a default address. By default the MapQuest server is used as it + seems to be the more robust. If you experience problems with OSM import, check + the availability of the XAPI server used and eventually change it. +- **Filter area (mandatory)**: draw the bounding box you want to use for your + OSM import. +- **Filter type (mandatory)**: choose if you want to import way or nodes. +- **Filter tag (mandatory)**: choose the OSM key/value couple used to filter OSM + data. A link to the `OSM Map features page + <https://wiki.openstreetmap.org/wiki/Map_Features>`_ is provided to help you + find appropriate values. +- **Refresh button**: this button convert your choices to appropriate XAPI args. + You have to hit this button before validating the form. + +Importing +********* + +Once your new import item created, select it in the import object list, choose +the **Import** action and validate. + +The import should be processing normally. If not, an explicit error message +should be printed in the state column of your import. + +You can also launch imports with the CLI (ideal for crontab jobs). In the +project directory you only need to launch the command:: + + ./manage.py chimere_import <import_id> + +- *import_id* is the import ID + +If you launch the command without *import_id* the list of imports available is +presented and you can choose one. + +.. _manage-imported-data: + +Managing imported data +********************** + +All new imported items have the state **Imported**. To make them available on +the map you'll have to validate them. If you don't want some items to be visible +on the map, instead of deleting them it is recommended to set them to the state +**Disabled**. So on the next update from the source, rather than appear as new +items they remain disabled. + +.. Warning:: + Be careful with duplicates between your existing data and imported data. This + is particularly important if you want to export your data to OSM. + +Exporting +--------- + +Export to CSV/KML/Shapefile +*************************** + +Directly from the :ref:`geographic items list <geographic-items-management>` you +can export to the chosen format. All you have to do is to select the desired +items, choose the appropriate action in the action list and validate. + +You can also launch exports with the CLI (ideal for crontab jobs). In the +project directory you only need to launch the command:: + + ./manage.py chimere_export <subcategory_id> <CSV|KML|SHP> \ + <marker|route> <filename> + +- *subcategory_id* is the ID of the chosen subcategory +- *CSV|KML|SHP* is the chosen format +- *marker|route* is to get marker or route +- *filename* is the output filename + +If you launch the command without arguments you will be prompted for the choice +to make for your export. + + +Export to OSM +************* + +.. Warning:: + If you are not sure of what you are doing with OSM export: don't do it! It is + really important to not mess with others' data. + +.. Note:: + Only export of OSM nodes are managed. + +OSM export is not that easily managed. First (if not yet done) you'll have to +define an import (:ref:`see above <osm-import>` for details). This will enable +to determine: + +- the area concerned by your export. +- the key/value tag to append to your new/updated items. +- the subcategories concerned by your export. If you think that some items in + these subcategories should not be in OSM database (because there are not + relevant or because of license issues) beforehand mark them as **Not for OSM** + in the *import fields* of the :ref:`geographic items forms + <geographic-items-management>`. + + +The OSM export in Chimère is designed to be the more preservative possible in +regards to OSM database. That's why before any export an import is done. If +the new import has updated data, treat them before doing an export (cf. +:ref:`manage imported data <manage-imported-data>`). + +To launch an export select the appropriate *Import* object in the imports list. +Then select the **Export to OSM** action and validate. +Then you'll be asked for your OSM username and password and the API you want to +use. If you regularly use Chimère to do export, it is recommended to create an +OSM specific account for that. +The test API is available to make export test. If you want to use the test +API you'll have to create a specific account on the test platform. + +.. Warning:: + The data on the test platform are not synced with the main platform. You won't + have the same data than the ones you got with XAPI. + +Once all this field filled, you can (finally!) launch the export. + +When exporting tags are automatically added/updated: + +- *name*: get from the item name in Chimère. +- *source*: to identify Chimère as a source. |
