Reorder the Exporting Data/Project chapter

episodes/06-saving.md

@@ -6,54 +6,104 @@ exercises: 5
 
 ::::::::::::::::::::::::::::::::::::::: objectives
 
-- Save an OpenRefine project.
 - Export cleaned data from an OpenRefine project.
+- Save an OpenRefine project as a shareable file.
 
 ::::::::::::::::::::::::::::::::::::::::::::::::::
 
 :::::::::::::::::::::::::::::::::::::::: questions
 
-- How can we save and export our cleaned data from OpenRefine?
+- How can we get our cleaned data out of OpenRefine?
+- How can we save the whole project with all history as a file?
 
 ::::::::::::::::::::::::::::::::::::::::::::::::::
 
-## Saving and Exporting a Project
+## Exporting Cleaned Data
+
+When you completed the cleaning steps, you probably want to save the cleaned
+dataset as a new file, so that you can further analyse the data using other
+applications.
+OpenRefine allows you to do so by *exporting* the data in various file formats.
+
+1. Click `Export` in the top right and select the file type you want to export
+   the data in. `Tab-separated values` (`tsv`) or `Comma-separated values`
+   (`csv`) would be good choices.
+2. OpenRefine creates a file whose name is based on the project name and asks
+   the browser to download it.
+   Depending on your browser settings, this file is automatically saved in the
+   default location for downloaded files, or you see a dialog window to choose
+   where you want to save the file.
+
+The downloaded file can then be opened in a spreadsheet program or imported into
+programs written in R or Python, for example.
+
+Remember from our lesson on Spreadsheets that using widely-supported,
+non-proprietary file formats like `tsv` or `csv` improves the ability of
+yourself and others to use your data.
 
-In OpenRefine you can save or export the project. This means you're saving the
+::::::::::::::::::::::::::: callout
+
+### Only matching rows are exported
+
+OpenRefine only operates on rows that match all enabled filters.
+This is also true for exporting data.
+So if you want to export a selection from a larger dataset, you can use filters
+and facets to select what data you want to export.
+
+However, if you wanted to export all data and forget to reset all facets and filters,
+the exported dataset may appear to be incomplete.
+OpenRefine does not provide a warning about enabled filters when you export data.
+
+:::::::::::::::::::::::::::::::::::
+
+
+## Saving a Project as a File
+
+Next to exporting the data, you can export the project as well.
+When you export the project, OpenRefine creates a single file that includes the
 data and all the information about the cleaning and data transformation steps
-you've done. Once you've saved a project, you can open it up again and be just
-where you stopped before.
+that you have taken.
+
+You can use this file as a project backup, transfer it to another computer to
+continue working on the data or share it with a collaborator who can open it
+to see what you did and continue the work.
 
-### Saving
+::::::::::::::::::::::::::: callout
+
+### Saving happens automatically
+
+By default OpenRefine is saving your project continuously while you work on it.
+If you close OpenRefine and open it up again, you can see a list of your
+projects when you select "Open Project" on the start screen.
+You can open an existing project by clicking on its title.
+
+:::::::::::::::::::::::::::::::::::
 
-By default OpenRefine is saving your project continuously. If you close
-OpenRefine and open it up again, you'll see a list of your projects. You can
-click on any one of them to open it up again.
 
 ::::::::::::::::::::::::: challenge
 
-### Exporting the project
+### Exporting and examining the project
 
-You can also export a project. This is helpful, for instance, if you wanted to
-send your raw data and cleaning steps to a collaborator, or share this
-information as a supplement to a publication.
+In this exercise, we will export the project and examine the contents of the
+exported file.
 
 1. Click the `Export` button in the top right and select `OpenRefine project archive to file`.
-2. A `tar.gz` file will download to your default `Download` directory.
-  Depending on your browser you may have to confirm that you want to save the
-  file. The `tar.gz` extension tells you that this is a compressed file. The
-  downloaded `tar.gz` file is actually a folder of files which have been
-  compressed. Linux and Mac machines will have software installed to
-  automatically expand this type of file when you double-click on it. For
-  Windows based machines you may have to install a utility like '7-zip' in
-  order to expand the file and see the files in the folder.
-3. After you have expanded the file look at the files that appear in this
-  folder. What files are here? What information do you think these files
-  contain?
+2. OpenRefine then presents a `tar.gz` file for download.
+   Depending on your browser you may have to specify where you want to save the
+   file, or it may be downloaded to your default directory for downloaded files.
+   The `tar.gz` extension tells you that this is a compressed file. The
+   downloaded `tar.gz` file is actually a folder of files which have been
+   compressed. Linux and Mac machines will have software installed to
+   automatically expand this type of file when you double-click on it. For
+   Windows based machines you may have to install a utility like '7-zip' in
+   order to expand the file and see the files in the folder.
+3. After you have expanded the file, look at the files that appear in this
+   folder. What files are here? What information do you think these files
+   contain?
 
 :::::::::::::::  solution
 
-## Solution
+### Solution
 
 You should see:
 
@@ -69,33 +119,18 @@ You should see:
 
 :::::::::::::::::::::::::::::::::::
 
-You can import an existing project into OpenRefine by clicking `Open...` in the
-upper right > `Import Project` and selecting the `tar.gz` project file. This
-project will include all of the raw data and cleaning steps that were part of
-the original project.
-
-## Exporting Cleaned Data
-
-You can also export just your cleaned data, rather than the entire project.
-
-1. Click `Export` in the top right and select the file type you want to export
-  the data in. `Tab-separated values` (`tsv`) or `Comma-separated values`
-  (`csv`) would be good choices.
-2. That file will be exported to your default `Download` directory. That file
-  can then be opened in a spreadsheet program or imported into programs like R
-  or Python, which we'll be discussing later in our workshop.
-
-Remember from our lesson on Spreadsheets that using widely-supported,
-non-proprietary file formats like `tsv` or `csv` improves the ability of
-yourself and others to use your data.
+### Importing a Project
 
+You can import an existing project into OpenRefine by clicking `Open...` in the
+upper right, then opening the `Import Project` tab and selecting the `tar.gz`
+project file.
 
 
 :::::::::::::::::::::::::::::::::::::::: keypoints
 
-- Cleaned data or entire projects can be exported from OpenRefine.
-- Projects can be shared with collaborators, enabling them to see, reproduce and check all data cleaning steps you performed.
+- Cleaned data, or selected data, can be exported from OpenRefine
+  for use in other applications.
+- Projects can be exported to files that contain the original data
+  and all data cleaning steps you performed.
 
 ::::::::::::::::::::::::::::::::::::::::::::::::::
-
-