The calibre template language

The calibre template language is a calibre-specific language used throughout calibre for tasks such as specifying file paths, formatting values, and computing the value for user-specified columns. Examples:

  • Specify the folder structure and file names when saving files from the calibre library to the disk or e-book reader.

  • Define rules for adding icons and colors to the calibre book list.

  • Define virtual columns that contain data from other columns.

  • Advanced library searching.

  • Advanced metadata search and replace.

The language is built around the notion of a template, which specifies which book metadata to use, computations on that metadata, and how it is to be formatted.

Basic templates

A basic template consists one or more template expressions. A template expression consists of text and names in curly brackets ({}) that is replaced by the corresponding metadata from the book being processed. For example, the default template in calibre used for saving books to device has 4 template expressions:

{author_sort}/{title}/{title} - {authors}

For the book “The Foundation” by “Isaac Asimov” the will become:

Asimov, Isaac/The Foundation/The Foundation - Isaac Asimov

The slashes are not template expressions because they are in between in {}. Such text is left where it appears. For example, if the template is:

{author_sort} Some Important Text {title}/{title} - {authors}

then for “The Foundation” the template produces:

Asimov, Isaac Some Important Text The Foundation/The Foundation - Isaac Asimov

A template expression can access all the metadata available in calibre, including custom columns (columns you create yourself), by using a column’s lookup name. To find the lookup name for a column (sometimes called fields), hover your mouse over the column header in calibre’s book list. Lookup names for custom columns always begin with #. For series type columns there is an additional field named #lookup name_index that is the series index for that book in the series. For example, if you have a custom series column named #myseries, there will also be a column named #myseries_index. The standard series column’s index is named series_index.

In addition to the standard column based fields, you also can use:

  • {formats} - A list of formats available in the calibre library for a book

  • {identifiers:select(isbn)} - The ISBN of the book

If the metadata for the field for a given book is not defined then the field in the template is replaced by the empty string (''). For example, consider the following template:

{author_sort}/{series}/{title} {series_index}

If Asimov’s book “Second Foundation” is in the series “Foundation” then the template produces:

Asimov, Isaac/Foundation/Second Foundation 3

If a series has not been entered for the book then the template produces:

Asimov, Isaac/Second Foundation

The template processor automatically removes multiple slashes and leading or trailing spaces.

Advanced formatting

In addition to metadata substitution, templates can conditionally include additional text and control how substituted data is formatted.

Conditionally including text

Sometimes you want text to appear in the output only if a field is not empty. A common case is series and series_index where you want either nothing or the two values separated by a hyphen. calibre handles this case using a special template expression syntax.

For example and using the above Foundation example, assume you want the template to produce Foundation - 3 - Second Foundation. This template produces that output:

{series} - {series_index} - {title}

However, if a book has no series the template will produce - - the title, which is probably not what you want. Generally, people want the result be the title without the extraneous hyphens. You can accomplish this using the following template syntax:

{field:|prefix_text|suffix_text}

This template expression says that if field has the value XXXX then the result will be prefix_textXXXXXsuffix_text. If field is empty (has no value) then the result will be the empty string (nothing) because the prefix and suffix are ignored. The prefix and suffix can contain blanks.

Do not use subtemplates (`{ … }`) or functions (see below) in the prefix or the suffix.

Using this syntax, we can solve the above no-series problem with the template:

{series}{series_index:| - | - }{title}

The hyphens will be included only if the book has a series index, which it has only if it has a series. Continuing the Foundation example again, the template will produce Foundation - 1 - Second Foundation.

Notes:

  • You must include the colon after the lookup name if you are using a prefix or a suffix.

  • You must either use either no or both | characters. Using one, as in {field:| - }, is not allowed.

  • It is OK to provide no text for either the prefix or the suffix, such as in {series:|| - }. The template {title:||} is the same as {title}.

Formatting

Suppose you want the series_index to be formatted as three digits with leading zeros. This does the trick:

{series_index:0>3s} - Three digits with leading zeros

For trailing zeros, use:

{series_index:0<3s} - Three digits with trailing zeros

If you use series indices with fractional values, e.g., 1.1, you might want the decimal points to line up. For example, you might want the indices 1 and 2.5 to appear as 01.00 and 02.50 so that they will sort correctly on a device that does lexical sorting. To do this, use:

{series_index:0>5.2f} - Five characters consisting of two digits with leading zeros, a decimal point, then 2 digits after the decimal point.

If you want only the first two letters of the data, use:

{author_sort:.2} - Only the first two letters of the author sort name

Much of the calibre template language formatting comes from Python. For more details on the syntax of these advanced formatting operations see the Python documentation.

Using templates to define custom columns

Templates can be used to display information that isn’t in calibre metadata, or to display metadata differently from calibre’s normal format. For example, you might want to show the ISBN, a field that calibre does not display. You can accomplish this creating a custom column with the type Column built from other columns (hereafter called composite columns) and providing a template to generate the displayed text. The column will display the result of evaluating the template. For example, to display the ISBN, create the column and enter {identifiers:select(isbn)} in the template box. To display a column containing the values of two series custom columns, separated by a comma, use {#series1:||,}{#series2}.

Composite columns can use any template option, including formatting.

Note: You cannot edit the data displayed in a composite column. Instead you edit the source columns. If you edit a composite column, for example by double-clicking it, calibre will open the template for editing, not the underlying data.

Using functions in templates - Single Function Mode

Suppose you want to display the value of a field in upper case when that field is normally in title case. You can do this using template functions. For example, to display the title in upper case use the uppercase function, as in {title:uppercase()}. To display it in title case, use {title:titlecase()}.

Functions go into the format part of the template, after the : and before the first | or the closing } if no prefix/suffix is used. If you have both a format and a function reference, the function comes after a second :. Functions return the value of the column specified in the template, suitably modified.

The syntax for using functions is one of:

{lookup_name:function(arguments)}
{lookup_name:format:function(arguments)}
{lookup_name:function(arguments)|prefix|suffix}
{lookup_name:format:function(arguments)|prefix|suffix}

Function names must always be followed by opening and closing parentheses. Some functions require extra values (arguments), and these go inside the parentheses. Arguments are separated by commas. Literal commas (commas as text, not argument separators) must be preceded by a backslash (\) . The last (or only) argument cannot contain a textual closing parenthesis.

Functions are evaluated before format specifications and the prefix/suffix. See further down for an example of using both a format and a function.

Important: If you have programming experience, please note that the syntax in Single Function Mode is not what you expect. Strings are not quoted and spaces are significant. All arguments are considered to be constants; there are no expressions.

Do not use subtemplates (`{ … }`) as function arguments. Instead, use Template Program Mode and General Program Mode.

Some functions require regular expressions. In the template language regular expression matching is case-insensitive.

In the function documentation below, the notation [something]* means that something can be repeated zero or more times. The notation [something]+ means that the something is repeated one or more times (must exist at least one time).

The functions intended for use in Single Function Mode are:

  • capitalize() – returns the value with the first letter upper case and the rest lower case.

  • contains(pattern, text if match, text if not match) – checks if the value is matched by the regular expression pattern. Returns text if match if the pattern matches the value, otherwise returns text if no match.

  • count(separator) – interprets the value as a list of items separated by separator and returns the number of items in the list. Most lists use a comma as the separator, but authors uses an ampersand (&). Examples: {tags:count(,)}, {authors:count(&)}. Aliases: count(), list_count()

  • format_number(template) – interprets the value as a number and formats that number using a Python formatting template such as {0:5.2f} or {0:,d} or ${0:5,.2f}. The formatting template must begin with {0: and end with } as in the above examples. Exception: you can leave off the leading “{0:” and trailing “}” if the format template contains only a format. See the template language and the Python documentation for more examples. Returns the empty string if formatting fails.

  • human_readable() – expects the value to be a number and returns a string representing that number in KB, MB, GB, etc.

  • ifempty(text if empty) – if the value is not empty then return the value of the field, otherwise return text if empty.

  • in_list(separator, [ pattern, found_val, ]* not_found_val) – interpret the value as a list of items separated by separator, checking the pattern against each item in the list. If the pattern matches an item then return found_val, otherwise return not_found_val. The pair pattern and found_value can be repeated as many times as desired, permitting returning different values depending on the item’s value. The patterns are checked in order, and the first match is returned.

  • language_strings(localize) – return the language names for the language codes passed in as the value. Example: {languages:language_strings()}. If localize is zero, return the strings in English. If localize is not zero, return the strings in the language of the current locale. Lang_codes is a comma-separated list.

  • list_item(index, separator) – interpret the value as a list of items separated by separator, returning the ‘index’th item. The first item is number zero. The last item has the index -1 as in list_item(-1,separator). If the item is not in the list, then the empty string is returned.

  • lookup([ pattern, key, ]* else_key) – The patterns will be checked against the value in order. If a pattern matches then the value of the field named by key is returned. If no pattern matches then the value of the field named by else_key is returned. See``switch`` (below).

  • lowercase() – returns the value of the field in lower case.

  • rating_to_stars(use_half_stars) – Returns the rating as string of star (★) characters. The value must be a number between 0 and 5. Set use_half_stars to 1 if you want half star characters for fractional numbers available with custom ratings columns.

  • re(pattern, replacement) – return the value after applying the regular expression. All instances of pattern in the value are replaced with replacement. The template language uses case insensitive Python regular expressions.

  • select(key) – interpret the value as a comma-separated list of items with each item having the form id:value (the calibre identifier format). The function finds the first pair with the id equal to key and returns the corresponding value. If no id matches then the function returns the empty string.

  • shorten(left chars, middle text, right chars) – Return a shortened version of the value, consisting of left chars characters from the beginning of the value, followed by middle text, followed by right chars characters from the end of the value. Left chars and right chars must be non-negative integers. Example: assume you want to display the title with a length of at most 15 characters in length. One template that does this is {title:shorten(9,-,5)}. For a book with the title Ancient English Laws in the Times of Ivanhoe the result will be Ancient E-anhoe: the first 9 characters of the title, a -, then the last 5 characters. If the value’s length is less than left chars + right chars + the length of middle text then the value will be returned unchanged. For example, the title The Dome would not be changed.

  • str_in_list(separator, [ string, found_val, ]+ not_found_val) – interpret the value as a list of items separated by separator then compare string against each value in the list. The string is not a regular expression. If string is equal to any item (ignoring case) then return the corresponding found_val. If string contains separators then it is also treated as a list and each subvalue is checked. The string and found_value pairs can be repeated as many times as desired, permitting returning different values depending on string’s value. If none of the strings match then not_found_value is returned. The strings are checked in order. The first match is returned.

  • subitems(start_index, end_index) – This function breaks apart lists of tag-like hierarchical items such as genres. It interprets the value as a comma-separated list of tag-like items, where each item is a period-separated list. It returns a new list made by extracting from each item the components from start_index to end_index, then merging the results back together. Duplicates are removed. The first subitem in a period-separated list has an index of zero. If an index is negative then it counts from the end of the list. As a special case, an end_index of zero is assumed to be the length of the list.

    Examples:

    • Assuming a #genre column containing A.B.C:

      • {#genre:subitems(0,1)} returns “A”

      • {#genre:subitems(0,2)} returns “A.B”

      • {#genre:subitems(1,0)} returns “B.C”

    • Assuming a #genre column containing “A.B.C, D.E”:

      • {#genre:subitems(0,1)} returns “A, D”

      • {#genre:subitems(0,2)} returns “A.B, D.E”

  • sublist(start_index, end_index, separator) – interpret the value as a list of items separated by separator, returning a new list made from the items from start_index to end_index. The first item is number zero. If an index is negative, then it counts from the end of the list. As a special case, an end_index of zero is assumed to be the length of the list.

    Examples assuming that the tags column (which is comma-separated) contains “A, B ,C”:

    • {tags:sublist(0,1,\,)} returns “A”

    • {tags:sublist(-1,0,\,)} returns “C”

    • {tags:sublist(0,-1,\,)} returns “A, B”

  • swap_around_articles(separator) – returns the value with articles moved to the end. The value can be a list, in which case each item in the list is processed. If the value is a list then you must provide the separator. If no separator is provided then the value is treated as being a single value, not a list. The articles are those used by calibre to generate the title_sort.

  • swap_around_comma() – given a value of the form B, A, return A B. This is most useful for converting names in LN, FN format to FN LN. If there is no comma in the value then the function returns the value unchanged.

  • switch([pattern, value,]+ else_value) – for each pattern, value pair, checks if the value matches the regular expression pattern and if so returns the associated value. If no pattern matches, then else_value is returned. You can have as many pattern, value pairs as you wish. The first match is returned.

  • test(text if not empty, text if empty) – return text if not empty if the value is not empty, otherwise return text if empty.

  • titlecase() – returns the value of the field in title case.

  • transliterate() – Return a string in a latin alphabet formed by approximating the sound of the words in the source field. For example, if the source field is Фёдор Миха́йлович Достоевский this function returns Fiodor Mikhailovich Dostoievskii.

  • uppercase() – returns the value of the field in upper case.

Using functions and formatting in the same template

Suppose you have an integer custom column #myint that you want displayed with leading zeros, as in 003. One way to do this is to use a format of 0>3s. However, by default if a number (integer or float) equals zero then the value is displayed as the empty string so zero values will produce the empty string, not 000. If you want to see 000 values then you use both the format string and the ifempty function to change the empty value back to a zero. The template would be:

{#myint:0>3s:ifempty(0)}

Note that you can use the prefix and suffix as well. If you want the number to appear as [003] or [000], then use the template:

{#myint:0>3s:ifempty(0)|[|]}

General Program Mode

General Program Mode (GPM) replaces template expressions with a program written in the template language. The syntax of the language is defined by the following grammar:

program         ::= 'program:' expression_list
expression_list ::= top_expression [ ';' top_expression ]*
top_expression  ::= or_expression
or_expression   ::= and_expression [ '||' and_expression ]*
and_expression  ::= not_expression [ '&&' not_expression ]*
not_expression  ::= [ '!' not_expression ]* | compare_exp
concatenate_expr::= compare_expr [ '&' compare_expr ]*
compare_expr    ::= add_sub_expr [ compare_op add_sub_expr ]
compare_op      ::= '==' | '!=' | '>=' | '>' | '<=' | '<' | 'in' | 'inlist' |
                    '==#' | '!=#' | '>=#' | '>#' | '<=#' | '<#'
add_sub_expr    ::= times_div_expr [ add_sub_op times_div_expr ]*
add_sub_op      ::= '+' | '-'
times_div_expr  ::= unary_op_expr [ times_div_op unary_op_expr ]*
times_div_op    ::= '*' | '/'
unary_op_expr   ::= [ add_sub_op unary_op_expr ]* | expression
expression      ::= identifier | constant | function | assignment | field_reference |
                    if_expr | for_expr | break_expr | continue_expr |
                    '(' expression_list ')' | function_def
field_reference ::= '$' [ '$' ] [ '#' ] identifier
identifier      ::= id_start [ id_rest ]*
id_start        ::= letter | underscore
id_rest         ::= id_start | digit
constant        ::= " string " | ' string ' | number
function        ::= identifier '(' expression_list [ ',' expression_list ]* ')'
function_def    ::= 'def' identifier '(' top_expression [ ',' top_expression ]* ')' ':'
                    expression_list 'fed'
assignment      ::= identifier '=' top_expression
if_expr         ::= 'if' condition 'then' expression_list
                    [ elif_expr ] [ 'else' expression_list ] 'fi'
condition       ::= top_expression
elif_expr       ::= 'elif' condition 'then' expression_list elif_expr | ''
for_expr        ::= for_list | for_range
for_list        ::= 'for' identifier 'in' list_expr
                    [ 'separator' separator_expr ] ':' expression_list 'rof'
for_range       ::= 'for' identifier 'in' range_expr ':' expression_list 'rof'
range_expr      ::= 'range' '(' [ start_expr ',' ] stop_expr
                    [ ',' step_expr [ ',' limit_expr ] ] ')'
list_expr       ::= top_expression
break_expr      ::= 'break'
continue_expr   ::= 'continue'
separator_expr  ::= top_expression
start_expr      ::= top_expression
stop_expr       ::= top_expression
step_expr       ::= top_expression
limit_expr      ::= top_expression

Notes:

  • a top_expression always has a value. The value of an expression_list is the value of the last top_expression in the list. For example, the value of the expression list 1;2;'foobar';3 is 3.

  • In a logical context, any non-empty value is True

  • In a logical context, the empty value is False

  • Strings and numbers can be used interchangeably. For example, 10 and '10' are the same thing.

  • Comments are lines starting with a ‘#’ character. Comments beginning later in a line are not supported.

Operator precedence

The operator precedence (order of evaluation) from highest (evaluated first) to lowest (evaluated last) is:

  • Function calls, constants, parenthesized expressions, statement expressions, assignment expressions, field references.

  • Unary plus (+) and minus (-). These operators evaluate right to left.

    These and all the other arithmetic operators return integers if the expression results in a fractional part equal to zero. For example, if an expression returns 3.0 it is changed to 3.

  • Multiply (*) and divide (/). These operators are associative and evaluate left to right. Use parentheses if you want to change the order of evaluation.

  • Add (+) and subtract (-). These operators are associative and evaluate left to right.

  • Numeric and string comparisons. These operators return '1' if the comparison succeeds, otherwise the empty string (''). Comparisons are not associative: a < b < c is a syntax error.

  • String concatenation (&). The & operator returns a string formed by concatenating the left-hand and right-hand expressions. Example: 'aaa' & 'bbb' returns 'aaabbb'. The operator is associative and evaluates left to right.

  • Unary logical not (!). This operator returns '1' if the expression is False (evaluates to the empty string), otherwise ''.

  • Logical and (&&). This operator returns ‘1’ if both the left-hand and right-hand expressions are True, or the empty string '' if either is False. It is associative, evaluates left to right, and does short-circuiting.

  • Logical or (||). This operator returns '1' if either the left-hand or right-hand expression is True, or '' if both are False. It is associative, evaluates left to right, and does short-circuiting. It is an inclusive or, returning '1' if both the left- and right-hand expressions are True.

Field references

A field_reference evaluates to the value of the metadata field named by lookup name that follows the $ or $$. Using $ is equivalent to using the field() function. Using $$ is equivalent to using the raw_field function. Examples:

* $authors ==> field('authors')
* $#genre ==> field('#genre')
* $$pubdate ==> raw_field('pubdate')
* $$#my_int ==> raw_field('#my_int')

If expressions

If expressions first evaluate the condition. If the condition is True (a non-empty value) then the expression_list in the then clause is evaluated. If it is False then if present the expression_list in the elif or else clause is evaluated. The elif and else parts are optional. The words if, then, elif, else, and fi are reserved; you cannot use them as identifier names. You can put newlines and white space wherever they make sense. The condition is a top_expression not an expression_list; semicolons are not allowed. The expression_lists are semicolon-separated sequences of top_expressions. An if expression returns the result of the last top_expression in the evaluated expression_list, or the empty string if no expression list was evaluated.

Examples:

* program: if field('series') then 'yes' else 'no' fi
* program:
      if field('series') then
          a = 'yes';
          b = 'no'
      else
          a = 'no';
          b = 'yes'
      fi;
      strcat(a, '-', b)

Nested if example:

program:
  if field('series') then
    if check_yes_no(field('#mybool'), '', '', '1') then
      'yes'
    else
      'no'
    fi
  else
    'no series'
  fi

As said above, an if produces a value. This means that all the following are equivalent:

* program: if field('series') then 'foo' else 'bar' fi
* program: if field('series') then a = 'foo' else a = 'bar' fi; a
* program: a = if field('series') then 'foo' else 'bar' fi; a

As a last example, this program returns the value of the series column if the book has a series, otherwise the value of the title column:

program: field(if field('series') then 'series' else 'title' fi)

For expressions

The for expression iterates over a list of values, processing them one at a time. The list_expression must evaluate either to a metadata field lookup name e.g., tags or #genre, or to a list of values. The range() function (see below) generates a list of numbers. If the result is a valid lookup name then the field’s value is fetched and the separator specified for that field type is used. If the result isn’t a valid lookup name then it is assumed to be a list of values. The list is assumed to be separated by commas unless the optional keyword separator is supplied, in which case the list values must be separated by the result of evaluating the separator_expr. A separator cannot be used if the list is generated by range(). Each value in the list is assigned to the specified variable then the expression_list is evaluated. You can use break to jump out of the loop, and continue to jump to the beginning of the loop for the next iteration.

Example: This template removes the first hierarchical name for each value in Genre (#genre), constructing a list with the new names:

program:
  new_tags = '';
  for i in '#genre':
    j = re(i, '^.*?\.(.*)$', '\1');
    new_tags = list_union(new_tags, j, ',')
  rof;
  new_tags

If the original Genre is History.Military, Science Fiction.Alternate History, ReadMe then the template returns Military, Alternate History, ReadMe. You could use this template in calibre’s Edit metadata in bulk  →  Search & replace with Search for set to template to strip off the first level of the hierarchy and assign the resulting value to Genre.

Note: the last line in the template, new_tags, isn’t strictly necessary in this case because for returns the value of the last top_expression in the expression list. The value of an assignment is the value of its expression, so the value of the for statement is what was assigned to new_tags.

Function definition

If you have code in a template that repeats then you can put that code into a local function. The def keyword starts the definition. It is followed by the function name, the argument list, then the code in the function. The function definition ends with the fed keyword.

Arguments are positional. When a function is called the supplied arguments are matched left to right against the defined parameters, with the value of the argument assigned to the parameter. It is an error to provide more arguments than defined parameters. Parameters can have default values, such as a = 25. If an argument is not supplied for that parameter then the default value is used, otherwise the parameter is set to the empty string.

The return statement can be used in a local function.

A function must be defined before it can be used.

Example: This template computes an approximate duration in years, months, and days from a number of days. The function to_plural() formats the computed values. Note that the example also uses the & operator:

program:
      days = 2112;
      years = floor(days/360);
      months = floor(mod(days, 360)/30);
      days = days - ((years*360) + (months * 30));

      def to_plural(v, str):
              if v == 0 then return '' fi;
              return v & ' ' & (if v == 1 then str else str & 's' fi) & ' '
      fed;

      to_plural(years, 'year') & to_plural(months, 'month') & to_plural(days,'day')

Relational operators

Relational operators return '1' if the comparison is true, otherwise the empty string (‘’).

There are two forms of relational operators: string comparisons and numeric comparisons.

String comparisons do case-insensitive string comparison using lexical order. The supported string comparison operators are ==, !=, <, <=, >, >=, in, and inlist. For the in operator, the result of the left hand expression is interpreted as a regular expression pattern. The in operator is True if the value of left-hand regular expression matches the value of the right hand expression. The inlist operator is true if the left hand regular expression matches any one of the items in the right hand list where the items in the list are separated by commas. The matches are case-insensitive.

The numeric comparison operators are ==#, !=#, <#, <=#, >#, >=#. The left and right expressions must evaluate to numeric values with two exceptions: both the string value “None” (undefined field) and the empty string evaluate to the value zero.

Examples:

  • program: field('series') == 'foo' returns '1' if the book’s series is ‘foo’, otherwise ''.

  • program: 'f.o' in field('series') returns '1' if the book’s series matches the regular expression f.o (e.g., foo, Off Onyx, etc.), otherwise ''.

  • program: 'science' inlist field('#genre') returns '1' if any of the book’s genres match the regular expression science, e.g., Science, History of Science, Science Fiction etc.), otherwise ''.

  • program: '^science$' inlist field('#genre') returns '1' if any of the book’s genres exactly match the regular expression ^science$, e.g., Science. The genres History of Science and Science Fiction don’t match. If there isn’t a match then returns ''.

  • program: if field('series') != 'foo' then 'bar' else 'mumble' fi returns 'bar' if the book’s series is not foo. Otherwise it returns 'mumble'.

  • program: if field('series') == 'foo' || field('series') == '1632' then 'yes' else 'no' fi returns 'yes' if series is either 'foo' or '1632', otherwise 'no'.

  • program: if '^(foo|1632)$' in field('series') then 'yes' else 'no' fi returns 'yes' if series is either 'foo' or '1632', otherwise 'no'.

  • program: if 11 > 2 then 'yes' else 'no' fi returns 'no' because the > operator does a lexical comparison.

  • program: if 11 ># 2 then 'yes' else 'no' fi returns 'yes' because the ># operator does a numeric comparison.

Additional available functions

The following functions are available in addition to those described in Single Function Mode.

In GPM the functions described in Single Function Mode all require an additional first parameter specifying the value to operate upon. All parameters are expression_lists (see the grammar above).

  • add(x [, y]*) – returns the sum of its arguments. Throws an exception if an argument is not a number. In most cases you can use the + operator instead of this function.

  • and(value [, value]*) – returns the string “1” if all values are not empty, otherwise returns the empty string. You can have as many values as you want. In most cases you can use the && operator instead of this function. One reason not to replace and with && is if short-circuiting can change the results because of side effects. For example, and(a='',b=5) will always do both assignments, where the && operator won’t do the second.

  • assign(id, val) – assigns val to id, then returns val. id must be an identifier, not an expression. In most cases you can use the = operator instead of this function.

  • approximate_formats() – return a comma-separated list of formats associated with the book. There is no guarantee that the list is correct, although it probably is. This and other zero-parameter functions can be called in Template Program Mode (see below) using the template {:'approximate_formats()'}. Note that resulting format names are always uppercase, as in EPUB. The approximate_formats() function is significantly faster than the formats_... functions discussed below.

  • author_links(val_separator, pair_separator) – returns a string containing a list of authors and those authors’ link values in the form:

    author1 val_separator author1_link pair_separator author2 val_separator author2_link etc.

    An author is separated from its link value by the val_separator string with no added spaces. author:linkvalue pairs are separated by the pair_separator string argument with no added spaces. It is up to you to choose separator strings that do not occur in author names or links. An author is included even if the author link is empty.

  • author_sorts(val_separator) – returns a string containing a list of author’s sort values for the authors of the book. The sort is the one in the author metadata information (different from the author_sort in books). The returned list has the form author sort 1 val_separator author sort 2 etc. with no added spaces. The author sort values in this list are in the same order as the authors of the book. If you want spaces around val_separator then include them in the val_separator string.

  • booksize() – returns the value of the calibre ‘size’ field. Returns ‘’ if there are no formats.

  • check_yes_no(field_name, is_undefined, is_false, is_true) – checks if the value of the yes/no field named by the lookup name field_name is one of the values specified by the parameters, returning 'yes' if a match is found otherwise returning the empty string. Set the parameter is_undefined, is_false, or is_true to 1 (the number) to check that condition, otherwise set it to 0. Example:

    check_yes_no("#bool", 1, 0, 1) returns 'yes' if the yes/no field #bool is either True or undefined (neither True nor False).

    More than one of is_undefined, is_false, or is_true can be set to 1.

  • ceiling(x) – returns the smallest integer greater than or equal to x. Throws an exception if x is not a number.

  • character(character_name) – returns the character named by character_name. For example, character('newline') returns a newline character ('\n'). The supported character names are newline, return, tab, and backslash.

  • cmp(x, y, lt, eq, gt) – compares x and y after converting both to numbers. Returns lt if x <# y, eq if x ==# y, otherwise gt. This function can usually be replaced with one of the numeric compare operators (==#, <#, >#, etc).

  • connected_device_name(storage_location_key) – if a device is connected then return the device name, otherwise return the empty string. Each storage location on a device has its own device name. The storage_location_key names are 'main', 'carda' and 'cardb'. This function works only in the GUI.

  • connected_device_uuid(storage_location_key) – if a device is connected then return the device uuid (unique id), otherwise return the empty string. Each storage location on a device has a different uuid. The storage_location_key location names are 'main', 'carda' and 'cardb'. This function works only in the GUI.

  • current_library_name() – return the last name on the path to the current calibre library.

  • current_library_path() – return the full path to the current calibre library.

  • current_virtual_library_name() – return the name of the current virtual library if there is one, otherwise the empty string. Library name case is preserved. Example: program: current_virtual_library_name(). This function works only in the GUI.

  • date_arithmetic(date, calc_spec, fmt) – Calculate a new date from date using calc_spec. Return the new date formatted according to optional fmt: if not supplied then the result will be in ISO format. The calc_spec is a string formed by concatenating pairs of vW (valueWhat) where v is a possibly-negative number and W is one of the following letters:

    • s: add v seconds to date

    • m: add v minutes to date

    • h: add v hours to date

    • d: add v days to date

    • w: add v weeks to date

    • y: add v years to date, where a year is 365 days.

    Example: '1s3d-1m' will add 1 second, add 3 days, and subtract 1 minute from date.

  • days_between(date1, date2) – return the number of days between date1 and date2. The number is positive if date1 is greater than date2, otherwise negative. If either date1 or date2 are not dates, the function returns the empty string.

  • divide(x, y) – returns x / y. Throws an exception if either x or y are not numbers. This function can usually be replaced by the / operator.

  • eval(string) – evaluates the string as a program, passing the local variables. This permits using the template processor to construct complex results from local variables. In Template Program Mode, because the { and } characters are interpreted before the template is evaluated you must use [[ for the { character and ]] for the } character. They are converted automatically. Note also that prefixes and suffixes (the |prefix|suffix syntax) cannot be used in the argument to this function when using Template Program Mode.

  • field(lookup_name) – returns the value of the metadata field with lookup name lookup_name.

  • field_exists(field_name) – checks if a field (column) with the lookup name field_name exists, returning '1' if so and the empty string if not.

  • finish_formatting(val, fmt, prefix, suffix) – apply the format, prefix, and suffix to a value in the same way as done in a template like {series_index:05.2f| - |- }. This function is provided to ease conversion of complex single-function- or template-program-mode templates to GPM Templates. For example, the following program produces the same output as the above template:

    program: finish_formatting(field("series_index"), "05.2f", " - ", " - ")

    Another example: for the template {series:re(([^\s])[^\s]+(\s|$),\1)}{series_index:0>2s| - | - }{title} use:

    program:
  strcat(
    re(field('series'), '([^\s])[^\s]+(\s|$)', '\1'),
       finish_formatting(field('series_index'), '0>2s', ' - ', ' - '),
       field('title')
  )

  • first_matching_cmp(val, [ cmp, result, ]* else_result) – compares val < cmp in sequence, returning the associated result for the first comparison that succeeds. Returns else_result if no comparison succeeds. Example:

    i = 10;
first_matching_cmp(i,5,"small",10,"middle",15,"large","giant")

    returns "large". The same example with a first value of 16 returns "giant".

  • first_non_empty(value [, value]*) – returns the first value that is not empty. If all values are empty, then the empty string is returned. You can have as many values as you want.

  • floor(x) – returns the largest integer less than or equal to x. Throws an exception if x is not a number.

  • format_date(val, format_string) – format the value, which must be a date string, using the format_string, returning a string. The formatting codes are:

    • d    : the day as number without a leading zero (1 to 31)

    • dd   : the day as number with a leading zero (01 to 31)

    • ddd  : the abbreviated localized day name (e.g. “Mon” to “Sun”).

    • dddd : the long localized day name (e.g. “Monday” to “Sunday”).

    • M    : the month as number without a leading zero (1 to 12).

    • MM   : the month as number with a leading zero (01 to 12)

    • MMM  : the abbreviated localized month name (e.g. “Jan” to “Dec”).

    • MMMM : the long localized month name (e.g. “January” to “December”).

    • yy   : the year as two digit number (00 to 99).

    • yyyy : the year as four digit number.

    • h    : the hours without a leading 0 (0 to 11 or 0 to 23, depending on am/pm)

    • hh   : the hours with a leading 0 (00 to 11 or 00 to 23, depending on am/pm)

    • m    : the minutes without a leading 0 (0 to 59)

    • mm   : the minutes with a leading 0 (00 to 59)

    • s    : the seconds without a leading 0 (0 to 59)

    • ss   : the seconds with a leading 0 (00 to 59)

    • ap   : use a 12-hour clock instead of a 24-hour clock, with ‘ap’ replaced by the localized string for am or pm.

    • AP   : use a 12-hour clock instead of a 24-hour clock, with ‘AP’ replaced by the localized string for AM or PM.

    • iso  : the date with time and timezone. Must be the only format present.

    • to_number   : convert the date & time into a floating point number (a timestamp)

    • from_number : convert a floating point number (a timestamp) into an iso formatted date. If you want a different date format then add the desired formatting string after from_number and a colon (:). Example: from_number:MMM dd yyyy

    You might get unexpected results if the date you are formatting contains localized month names, which can happen if you changed the date format tweaks to contain MMMM. In this case, instead of using the field() function as in:

    format_date(field('pubdate'), 'yyyy')

    use the raw_field() function as in:

    format_date(raw_field('pubdate'), 'yyyy')

  • formats_modtimes(date_format_string) – return a comma-separated list of colon-separated items FMT:DATE representing modification times for the formats of a book. The date_format_string parameter specifies how the date is to be formatted. See the format_date() function for details. You can use the select function to get the modification time for a specific format. Note that format names are always uppercase, as in EPUB.

  • formats_paths() – return a comma-separated list of colon-separated items FMT:PATH giving the full path to the formats of a book. You can use the select function to get the path for a specific format. Note that format names are always uppercase, as in EPUB.

  • formats_sizes() – return a comma-separated list of colon-separated FMT:SIZE items giving the sizes in bytes of the formats of a book. You can use the select function to get the size for a specific format. Note that format names are always uppercase, as in EPUB.

  • fractional_part(x) – returns the value after the decimal point. For example, fractional_part(3.14) returns 0.14. Throws an exception if x is not a number.

  • has_cover() – return 'Yes' if the book has a cover, otherwise the empty string.

  • is_marked() – check whether the book is marked in calibre. If it is then return the value of the mark, either 'true' (lower case) or a comma-separated list of named marks. Returns '' (the empty string) if the book is not marked. This function works only in the GUI.

  • language_codes(lang_strings) – return the language codes for the language names passed in lang_strings. The strings must be in the language of the current locale. Lang_strings is a comma-separated list.

  • list_contains(value, separator, [ pattern, found_val, ]* not_found_val) – (Alias of in_list) Interpreting the value as a list of items separated by separator, evaluate the pattern against each value in the list. If the pattern matches any value then return found_val, otherwise return not_found_val. The pattern and found_value can be repeated as many times as desired, permitting returning different values depending on the search. The patterns are checked in order. The first match is returned. Aliases: in_list(), list_contains()

  • list_count(value, separator) – interprets value as a list of items separated by separator, returning the count of items in the list. Aliases: count(), list_count()

  • list_count_matching(list, pattern, separator) – interprets list as a list of items separated by separator, returning the number of items in the list that match the regular expression pattern. Aliases: list_count_matching(), count_matching()

  • list_difference(list1, list2, separator) – return a list made by removing from list1 any item found in list2 using a case-insensitive comparison. The items in list1 and list2 are separated by separator, as are the items in the returned list.

  • list_equals(list1, sep1, list2, sep2, yes_val, no_val) – return yes_val if list1 and list2 contain the same items, otherwise return no_val. The items are determined by splitting each list using the appropriate separator character (sep1 or sep2). The order of items in the lists is not relevant. The comparison is case-insensitive.

  • list_intersection(list1, list2, separator) – return a list made by removing from list1 any item not found in list2, using a case-insensitive comparison. The items in list1 and list2 are separated by separator, as are the items in the returned list.

  • list_join(with_separator, list1, separator1 [, list2, separator2]*) – return a list made by joining the items in the source lists (list1 etc) using with_separator between the items in the result list. Items in each source list[123...] are separated by the associated separator[123...]. A list can contain zero values. It can be a field like publisher that is single-valued, effectively a one-item list. Duplicates are removed using a case-insensitive comparison. Items are returned in the order they appear in the source lists. If items on lists differ only in letter case then the last is used. All separators can be more than one character.

    Example:

    program:
  list_join('#@#', $authors, '&', $tags, ',')

    You can use list_join on the results of previous calls to list_join as follows:

    program:
  a = list_join('#@#', $authors, '&', $tags, ',');
  b = list_join('#@#', a, '#@#', $#genre, ',', $#people, '&', 'some value', ',')

    You can use expressions to generate a list. For example, assume you want items for authors and #genre, but with the genre changed to the word “Genre: ” followed by the first letter of the genre, i.e. the genre “Fiction” becomes “Genre: F”. The following will do that:

    program:
  list_join('#@#', $authors, '&', list_re($#genre, ',', '^(.).*$', 'Genre: \1'),  ',')

  • list_re(src_list, separator, include_re, opt_replace) – Construct a list by first separating src_list into items using the separator character. For each item in the list, check if it matches include_re. If it does then add it to the list to be returned. If opt_replace is not the empty string then apply the replacement before adding the item to the returned list.

  • list_re_group(src_list, separator, include_re, search_re [, template_for_group]*) – Like list_re except replacements are not optional. It uses re_group(item, search_re, template ...) when doing the replacements.

  • list_remove_duplicates(list, separator) – return a list made by removing duplicate items in list. If items differ only in case then the last is returned. The items in list are separated by separator, as are the items in the returned list.

  • list_sort(list, direction, separator) – return list sorted using a case-insensitive lexical sort. If direction is zero, list is sorted ascending, otherwise descending. The list items are separated by separator, as are the items in the returned list.

  • list_split(list_val, sep, id_prefix) – splits list_val into separate values using sep, then assigns the values to local variables named id_prefix_N where N is the position of the value in the list. The first item has position 0 (zero). The function returns the last element in the list.

    Example:

    list_split('one:two:foo', ':', 'var')

    is equivalent to:

    var_0 = 'one';
var_1 = 'two';
var_2 = 'foo

  • list_union(list1, list2, separator) – return a list made by merging the items in list1 and list2, removing duplicate items using a case-insensitive comparison. If items differ in case, the one in list1 is used. The items in list1 and list2 are separated by separator, as are the items in the returned list. Aliases: merge_lists(), list_union()

  • mod(x, y) – returns the floor of the remainder of x / y. Throws an exception if either x or y is not a number.

  • multiply(x [, y]*) – returns the product of its arguments. Throws an exception if any argument is not a number. This function can usually be replaced by the * operator.

  • not(value) – returns the string “1” if the value is empty, otherwise returns the empty string. This function can usually be replaced with the unary not (!) operator.

  • ondevice() – return the string 'Yes' if ondevice is set, otherwise return the empty string.

  • or(value [, value]*) – returns the string '1' if any value is not empty, otherwise returns the empty string. You can have as many values as you want. This function can usually be replaced by the || operator. A reason it cannot be replaced is if short-circuiting will change the results because of side effects.

  • print(a [, b]*) – prints the arguments to standard output. Unless you start calibre from the command line (calibre-debug -g), the output will go into a black hole. The print function always returns its first argument.

  • range(start, stop, step, limit) – returns a list of numbers generated by looping over the range specified by the parameters start, stop, and step, with a maximum length of limit. The first value produced is ‘start’. Subsequent values next_v = current_v + step. The loop continues while next_v < stop assuming step is positive, otherwise while next_v > stop. An empty list is produced if start fails the test: start >= stop if step is positive. The limit sets the maximum length of the list and has a default of 1000. The parameters start, step, and limit are optional. Calling range() with one argument specifies stop. Two arguments specify start and stop. Three arguments specify start, stop, and step. Four arguments specify start, stop, step and limit. Examples:

    range(5) -> '0, 1, 2, 3, 4'
range(0, 5) -> '0, 1, 2, 3, 4'
range(-1, 5) -> '-1, 0, 1, 2, 3, 4'
range(1, 5) -> '1, 2, 3, 4'
range(1, 5, 2) -> '1, 3'
range(1, 5, 2, 5) -> '1, 3'
range(1, 5, 2, 1) -> error(limit exceeded)

  • raw_field(lookup_name [, optional_default]) – returns the metadata field named by lookup_name without applying any formatting. It evaluates and returns the optional second argument optional_default if the field’s value is undefined (None).

  • raw_list(lookup_name, separator) – returns the metadata list named by lookup_name without applying any formatting or sorting, with the items separated by separator.

  • re_group(value, pattern [, template_for_group]*) – return a string made by applying the regular expression pattern to value and replacing each matched instance with the the value returned by the corresponding template. In Template Program Mode, like for the template and the eval functions, you use [[ for { and ]] for }.

    The following example looks for a series with more than one word and uppercases the first word:

    program: re_group(field('series'), "(\S* )(.*)", "{$:uppercase()}", "{$}")'}

  • round(x) – returns the nearest integer to x. Throws an exception if x is not a number.

  • series_sort() – returns the series sort value.

  • strcat(a [, b]*) – can take any number of arguments. Returns a string formed by concatenating all the arguments.

  • strcat_max(max, string1 [, prefix2, string2]*) – Returns a string formed by concatenating the arguments. The returned value is initialized to string1. Strings made from prefix, string pairs are added to the end of the value as long as the resulting string length is less than max. Prefixes can be empty. Returns string1 even if string1 is longer than max. You can pass as many prefix, string pairs as you wish.

  • strcmp(x, y, lt, eq, gt) – does a case-insensitive lexical comparison of x and y. Returns lt if x < y, eq if x == y, otherwise gt. This function can often be replaced by one of the lexical comparison operators (==, >, <, etc.)

  • strlen(value) – Returns the length of the string value.

  • substr(str, start, end) – returns the start’th through the end’th characters of str. The first character in str is the zero’th character. If end is negative, then it indicates that many characters counting from the right. If end is zero, then it indicates the last character. For example, substr('12345', 1, 0) returns '2345', and substr('12345', 1, -1) returns '234'.

  • subtract(x, y) – returns x - y. Throws an exception if either x or y are not numbers. This function can usually be replaced by the - operator.

  • today() – return a date+time string for today (now). This value is designed for use in format_date or days_between, but can be manipulated like any other string. The date is in ISO date/time format.

  • template(x) – evaluates x as a template. The evaluation is done in its own context, meaning that variables are not shared between the caller and the template evaluation.

  • urls_from_identifiers(identifiers, sort_results) – given a comma-separated list of identifiers, where an identifier is a colon-separated pair of values (id_name:id_value), returns a comma-separated list of HTML URLs generated from the identifiers. The list not sorted if sort_results is 0 (character or number), otherwise it is sorted alphabetically by the identifier name. The URLs are generated in the same way as the built-in identifiers column when shown in Book details.

More complex programs in template expressions - Template Program Mode

Template Program Mode (TPM) is a blend of General Program Mode and Single Function Mode. TPM differs from Single Function Mode in that it permits writing template expressions that refer to other metadata fields, use nested functions, modify variables, and do arithmetic. It differs from General Program Mode in that the template is contained between { and } characters and doesn’t begin with the word program:. The program portion of the template is a General Program Mode expression list.

Example: assume you want a template to show the series for a book if it has one, otherwise show the value of a custom field #genre. You cannot do this in the Single Function Mode because you cannot make reference to another metadata field within a template expression. In TPM you can, as the following expression demonstrates:

{#series:'ifempty($, field('#genre'))'}

The example shows several things:

  • TPM is used if the expression begins with :' and ends with '. Anything else is assumed to be in Single Function Mode.

  • the variable $ stands for the field named in the template: the expression is operating upon, #series in this case.

  • functions must be given all their arguments. There is no default value. For example, the standard built-in functions must be given an additional initial parameter indicating the source field.

  • white space is ignored and can be used anywhere within the expression.

  • constant strings are enclosed in matching quotes, either ' or ".

All the functions listed under Single Function Mode and General Program Mode can be used in TPM.

In TPM, using { and } characters in string literals can lead to errors or unexpected results because they confuse the template processor. It tries to treat them as template expression boundaries, not characters. In some but not all cases you can replace a { with [[ and a } with ]]. Generally, if your program contains { and } characters then you should use General Program Mode.

As with General Program Mode, for functions documented under Single Function Mode you must supply the value the function is to act upon as the first parameter in addition to the documented parameters. In TPM you can use $ to access the value specified by the lookup name for the template expression.

Stored general program mode templates

General Program Mode supports saving templates and calling those templates from another template, much like calling stored functions. You save templates using Preferences → Advanced → Template functions. More information is provided in that dialog. You call a template the same way you call a function, passing positional arguments if desired. An argument can be any expression. Examples of calling a template, assuming the stored template is named foo:

  • foo() – call the template passing no arguments.

  • foo(a, b) call the template passing the values of the two variables a and b.

  • foo(if field('series') then field('series_index') else 0 fi) – if the book has a series then pass the series_index, otherwise pass the value 0.

You retrieve the arguments passed in the call to the stored template using the arguments function. It both declares and initializes local variables, effectively parameters. The variables are positional; they get the value of the value given in the call in the same position. If the corresponding parameter is not provided in the call then arguments assigns that variable the provided default value. If there is no default value then the variable is set to the empty string. For example, the following arguments function declares 2 variables, key, alternate:

arguments(key, alternate='series')

Examples, again assuming the stored template is named foo:

  • foo('#myseries') – argument key is assigned the value 'myseries' and the argument alternate is assigned the default value 'series'.

  • foo('series', '#genre') the variable key is assigned the value 'series' and the variable alternate is assigned the value '#genre'.

  • foo() – the variable key is assigned the empty string and the variable alternate is assigned the value 'series'.

An easy way to test stored templates is using the Template tester dialog. For ease of access give it a keyboard shortcut in Preferences → Advanced → Keyboard shortcuts → Template tester. Giving the Stored templates dialog a shortcut will help switching more rapidly between the tester and editing the stored template’s source code.

Providing additional information to templates

A developer can choose to pass additional information to the template processor, such as application-specific book metadata or information about what the processor is being asked to do. A template can access this information and use it during the evaluation.

Developer: how to pass additional information

The additional information is a Python dictionary containing pairs variable_name: variable_value where the values must be strings. The template can access the dict, creating template local variables named variable_name containing the value variable_value. The user cannot change the name so it is best to use names that won’t collide with other template local variables, for example by prefixing the name with an underscore.

This dict is passed to the template processor (the formatter) using the named parameter global_vars=your_dict. The full method signature is:

def safe_format(self, fmt, kwargs, error_value, book,
                column_name=None, template_cache=None,
                strip_results=True, template_functions=None,
                global_vars={})

Template writer: how to access the additional information

You access the additional information (the globals dict) in a template using the template function:

globals(id[=expression] [, id[=expression]]*)

where id is any legal variable name. This function checks whether the additional information provided by the developer contains the name. If it does then the function assigns the provided value to a template local variable with that name. If the name is not in the additional information and if an expression is provided, the expression is evaluated and the result is assigned to the local variable. If neither a value nor an expression is provided, the function assigns the empty string ('') to the local variable.

A template can set a value in the globals dict using the template function:

set_globals(id[=expression] [, id[=expression]]*)

This function sets the globals dict key:value pair id:value where value is the value of the template local variable id. If that local variable doesn’t exist then value is set to the result of evaluating expression.

Notes on the difference between modes

The three program modes, Single Function Mode (SFM), Template Program Mode (TPM), and General Program Mode (GPM), work differently. SFM is intended to be ‘simple’ so it hides a lot of programming language bits.

Differences:

  • In SFM the value of the column is always passed as an ‘invisible’ first argument to a function included in the template.

  • SFM doesn’t support the difference between variables and strings; all values are strings.

  • The following SFM template returns either the series name or the string “no series”:

    {series:ifempty(no series)}

    The equivalent template in TPM is

    {series:'ifempty($, 'no series')'}

    The equivalent template in GPM is:

    program: ifempty(field('series'), 'no series')

    The first argument to ifempty is the value of the field series. The second argument is the string no series. In SFM the first argument, the value of the field, is automatically passed (the invisible argument).

  • Several template functions, for example booksize() and current_library_name(), take no arguments. Because of the ‘invisible argument’ you cannot use these functions in SFM.

  • Nested functions, where a function calls another function to compute an argument, cannot be used in SFM. For example this template, intended to return the first 5 characters of the series value uppercased, won’t work in SFM:

    {series:uppercase(substr(0,5))}

  • TPM and GPM support nested functions. The above template in TPM would be:

    {series:'uppercase(substr($, 0,5))'}

    In GPM it would be:

    program: uppercase(substr(field('series'), 0,5))

  • As noted in the above Template Program Mode section, using { and } characters in TPM string literals can lead to errors or unexpected results because they confuse the template processor. It tries to treat them as template boundaries, not characters. In some but not all cases you can replace a { with [[ and a } with ]]. Generally, if your program contains { and } characters then you should use General Program Mode.

User-defined Python template functions

You can add your own Python functions to the template processor. Such functions can be used in any of the three template programming modes. The functions are added by going to Preferences  →  Advanced  →  Template functions. Instructions are shown in that dialog.

Special notes for save/send templates

Special processing is applied when a template is used in a save to disk or send to device template. The values of the fields are cleaned, replacing characters that are special to file systems with underscores, including slashes. This means that field text cannot be used to create folders. However, slashes are not changed in prefix or suffix strings, so slashes in these strings will cause folders to be created. Because of this, you can create variable-depth folder structure.

For example, assume we want the folder structure series/series_index - title, with the caveat that if series does not exist, then the title should be in the top folder. The template to do this is:

{series:||/}{series_index:|| - }{title}

The slash and the hyphen appear only if series is not empty.

The lookup function lets us do even fancier processing. For example, assume that if a book has a series, then we want the folder structure series/series index - title.fmt. If the book does not have a series then we want the folder structure genre/author_sort/title.fmt. If the book has no genre then we want to use ‘Unknown’. We want two completely different paths, depending on the value of series.

To accomplish this, we:

  1. Create a composite field (give it lookup name #aa) containing {series}/{series_index} - {title}. If the series is not empty, then this template will produce series/series_index - title.

  2. Create a composite field (give it lookup name #bb) containing {#genre:ifempty(Unknown)}/{author_sort}/{title}. This template produces genre/author_sort/title, where an empty genre is replaced with Unknown.

  3. Set the save template to {series:lookup(.,#aa,#bb}. This template chooses composite field #aa if series is not empty and composite field #bb if series is empty. We therefore have two completely different save paths, depending on whether or not series is empty.

Templates and plugboards

Plugboards are used for changing the metadata written into books during send-to-device and save-to-disk operations. A plugboard permits you to specify a template to provide the data to write into the book’s metadata. You can use plugboards to modify the following fields: authors, author_sort, language, publisher, tags, title, title_sort. This feature helps people who want to use different metadata in books on devices to solve sorting or display issues.

When you create a plugboard, you specify the format and device for which the plugboard is to be used. A special device is provided, save_to_disk, that is used when saving formats (as opposed to sending them to a device). Once you have chosen the format and device, you choose the metadata fields to change, providing templates to supply the new values. These templates are connected to their destination fields, hence the name plugboards. You can of course use composite columns in these templates.

When a plugboard might apply (Content server, save to disk, or send to device), calibre searches the defined plugboards to choose the correct one for the given format and device. For example, to find the appropriate plugboard for an EPUB book being sent to an ANDROID device, calibre searches the plugboards using the following search order:

  • a plugboard with an exact match on format and device, e.g., EPUB and ANDROID

  • a plugboard with an exact match on format and the special any device choice, e.g., EPUB and any device

  • a plugboard with the special any format choice and an exact match on device, e.g., any format and ANDROID

  • a plugboard with any format and any device

The tags and authors fields have special treatment, because both of these fields can hold more than one item. A book can have many tags and many authors. When you specify that one of these two fields is to be changed, the template’s result is examined to see if more than one item is there. For tags, the result is cut apart wherever calibre finds a comma. For example, if the template produces the value Thriller, Horror, then the result will be two tags, Thriller and Horror. There is no way to put a comma in the middle of a tag.

The same thing happens for authors, but using a different character for the cut, a & (ampersand) instead of a comma. For example, if the template produces the value Blogs, Joe&Posts, Susan, then the book will end up with two authors, Blogs, Joe and Posts, Susan. If the template produces the value Blogs, Joe;Posts, Susan, then the book will have one author with a rather strange name.

Plugboards affect the metadata written into the book when it is saved to disk or written to the device. Plugboards do not affect the metadata used by save to disk and send to device to create the file names. Instead, file names are constructed using the templates entered on the appropriate preferences window.

Tips

  • Use the Template Tester to test templates. Add the tester to the context menu for books in the library and/or give it a keyboard shortcut.

  • Templates can use other templates by referencing composite columns built with the desired template. Alternatively, you can use Stored Templates.

  • In a plugboard, you can set a field to empty (or whatever is equivalent to empty) by using the special template {}. This template will always evaluate to an empty string.

  • The technique described above to show numbers even if they have a zero value works with the standard field series_index.

Function reference