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About batch processing for bibliographic records

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Discover an overview of how batch processing for records functions in Connexion client, including setting options for batch processing.

Overview

  • Batch processing is available for WorldCat and Library of Congress (LC) authority file searches and for processing record actions on bibliographic and authority records.
  • Run batch processing for multiple local files at once.
  • The client stores searches and actions you set on records until you batch process the file. See Manage local files for offline/online cataloging for more information.
  • After you run a batch, the results are downloaded to the same local file.
  • The client creates batch reports stored in the default local file. The reports are not separate files.
  • When you run another batch using the same file, data for the new batch run overwrites existing data in the batch reports for the file.
  • See alternative quick batch procedure to set or delete holdings on bibliographic records by OCLC number without first downloading the records.

Set options for batch processing

Navigate to Tools > Options > Batch tab to set the following options:

Option How to set Default setting
Number of matches to download for searches In the Batch tab, under Searching, select the number of matches to download from the Maximum Number of Matches to Download list.
  • 1 record

Maximum: 150 records
Retain search keys for failed searches In the Batch tab, under Searching, Batch Search Keys to Retain, select check boxes to keep search keys or any of the following search results:
  • Errors/Not Found
  • Too Many Matches
  • All check boxes are deselected.
  • No search keys are retained.
Requirement: Delete LHRs (local holdings records) when deleting holdings In the Batch tab, under Record Actions, select the Delete attached LHRs when Deleting Holdings check box to delete LHRs.

 Nota:

  • You must set this option to batch delete holdings successfully.
  • This setting does not apply to interactive delete holdings: When you delete holdings interactively (logged on), the system always prompts you to confirm deleting both your OCLC symbol and attached local holdings records.
  • Check box is deselected.
  • LHRs retained; batch Delete Holdings actions fail.
Mark exports and label printing for batch processing In the Batch tab, under Record Actions, Perform local actions in batch, select check boxes to mark records for batch for:
  • Bibliographic Record Export
  • Label Printing
  • Authority Record Export
  • Check boxes are deselected.
  • Exports and label printing are performed immediately whether you are online or offline.
Display or print batch reports automatically In the Batch tab, select the Display batch reports automatically and/or Print batch reports automatically check boxes to select either or both of these options.
  • Display check box is selected.
  • Print check box is deselected.
  • Batch reports display
    automatically but do not print automatically.

 

Navigate to Batch > Process Batch and click Search Options to set the following options:

Option How to set Default setting
Assign a My Status to downloaded bibliographic or authority records
  1. In the Search Options window, under Downloaded Bibliographic Records or Downloaded Authority Records, select the Assign My Status check box.
  2. In the field below the check box, enter a My Status (up to 40 characters of free text).

 Note: The text box is unavailable until you select the Assign My Status box.
  • Check boxes are deselected.
  • Text boxes unavailable.
  • My Status is not assigned.
Apply the default local constant data record to downloaded records In the Search Options window, under Downloaded Bibliographic Records or Downloaded Authority Records, select the Apply default local constant data check box.

 Note:
  • The name of the default local constant data record displays under the check box.
  • If no local constant record is set as the default, the client displays [None], and the check box is unavailable.
  • Check boxes are deselected.
  • Constant data is not applied.