Adding Standards to your Planbook File

Revision as of 23:17, 27 September 2011

Overview

Before you can track standards using Planbook, you have to enter in all of the standards that you're interested in applying to lessons. There are two methods for entering standards into your Planbook data file.

1. Manually enter each standard
2. Import each standard from a CSV or plist file

Instructions for each method are found below. Regardless of how you want to enter your standards, the process starts with opening Planbook's standards manager. This is done by selecting the Tools-->Standards Manager menu item.

Once you have opened the Standards Manager, you'll be presented with the window shown below.

Standards Manager without Standards Entered

Adding Standards Manually

Adding standards manually is an easy, if tedious, process. The process begins by pressing the button in the lower left corner. This will create a standard in your Planbook. The standard will be a substandard underneath the selected standard in the table view.

New standards are added with a default title and detail. The title and full text can easily be edited simply by clicking on the fields to the right and typing (or pasting from a webpage, word document, etc...) into the field as appropriate. Standards are updated as you type- there's no need to save or press enter to lock in your information.

After updating the title, the table view will reflect the new name immediately. As the table sorts alphabetically, the table will also resort immediately.

There is no limit to the depth of your standards- any standard you've entered can become a parent standard for other standards. The images below show the process of selecting a standard to be the parent standard, adding a new sub-standard and then revealing that standard.

Selecting the 11-12.WST.6 standard so it can be made into a parent standard

The Add Standard button has been pressed and the disclosure triangle is present, showing that 11-12.WST.6 is a parent standard now

After clicking the disclosure triangle, the new standard (which has been renamed) is revealed).

Removing Standards

If you add a standard by mistake, or just want to remove one of the standards you've entered, you can easily do this by selecting the standard you want to remove and pressing the button.

Please note that removing a standard will:

• Remove all sub-standards of the selected standard.
• Remove the standard (and all sub-standards) from any lesson to which they were attached

Adding Standards From a CSV File

The other method to add standards to your Planbook file is to import them from a spreadsheet program such as Apple's Numbers, Microsoft Excel or even Google Docs. Standards imported into Planbook via a CSV file must adhere to a very specific format. That format is described now.

Importing Standards (No Sub-Standards)

If you want to import a single layer of standards where there are no substandards, you must set up a two column spreadsheet. That spreadsheet must take the form:

Please double check your spreadsheet to ensure that:

• There are no headers in your file (don't label your columns or rows)
• There are no empty columns to the right of your standards. Please select any extra columns to the right of your data and remove them.

Once you have your spreadsheet created, please see the section on converting your spreadsheet to a CSV format.

Importing Nested Standards

The Spreadsheet format you are required to replicate becomes more complicated if you are going to import nested standards. Rather than the two column spreadsheet described above, you must create a four column spreadsheet. The format of this spreadsheet should mimic:

After importing the standards listed above, a series of nested standards of the format shown below will be created.

• Standard 1
  • Standard 1.a
  • Standard 1.b
• Standard 2
  • Standard 2.a
  • Standard 2.b
    • Standard 2.b.i

Convert your Spreadsheet to a Comma-Separated-Value Format

Your standards cannot be imported directly from the default spreadsheet formats. You must export your spreadsheet as a comma-separated-value (CSV) file. This is a file format that is easily interchanged with other applications. To save/export your file in CSV format please choose the appropriate information for your spreadsheet program below:

• In Microsoft Excel, after creating your spreadsheet please do a "Save As" operation and select "CSV" as the format. Once you do this CSV save, you will need to open the file in Apple's TextEdit Application (in your Applications folder) and do a "Save As" again, selecting UTF-8 as the encoding for the file

• In Apple's Numbers application, after creating your spreadsheet, choose the File-->Export menu item. Choose a name, ensure that the CSV option is selected as well as the UTF-8 (Unicode) encoding. This will create a file that can be imported directly into a Planbook file.

• In Google Docs, you can choose the File-->Download As-->CSV menu item to export your file as a CSV file. Choose the UTF-8 encoding where applicable.

For additional information about your spreadsheet application and exporting to CSV, select the appropriate link below

• For Apple's Numbers: http://support.apple.com/kb/HT3719 (please choose the "Create a file of your spreadsheet for applications that can open CSV files" option).
• For Microsoft Excel (2007): http://office.microsoft.com/en-us/excel-help/import-or-export-text-txt-or-csv-files-HP010099725.aspx#BMexport
• For Microsoft Excel (2003): http://office.microsoft.com/en-us/excel-help/import-or-export-text-files-HP001130599.aspx#_Toc289084172 (Be sure to choose CSV as the export format).
• For Google Docs: https://docs.google.com/support/bin/answer.py?answer=40609&hl=en. Be sure to select CSV as the Download As type. CSV will be visible in the menu if you are editing a spreadsheet.