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connexion editing techniques: batch processing with connexion client 1.50

Batch processing. WorldCat and LC authority file searchesProcess actions on bib and auth recordsRun batch processing for multiple local files at onceAlternate quick-batch to set or delete holdings by OCLC number without downloading records. Agenda today. DemosBatch Search, downloading results to local file, simultaneously exporting bib records already in fileDelete holdings on an imported file of OCLC numbers using quick methodSettingsDocumentation.

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connexion editing techniques: batch processing with connexion client 1.50

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    1. January 10, 2006 10:30 a.m. Connexion Editing Techniques:Batch processingwith Connexion Client 1.50

    2. Searches: all types: numeric, derived, keyword Actions: update holdings, delete holdings, print labels, export, replace, validate… Quick-batch doesn’t hold reports: only viewable immediately after process Searches: all types: numeric, derived, keyword Actions: update holdings, delete holdings, print labels, export, replace, validate… Quick-batch doesn’t hold reports: only viewable immediately after process

    3. Agenda today Demos Batch Search, downloading results to local file, simultaneously exporting bib records already in file Delete holdings on an imported file of OCLC numbers using quick method Settings Documentation Ahead of demo: Default constant data: set up in batch processing dialog, “Search options” File of “unadorned” OCLC numbers stored (on desktop) Local actions set up for batch: under tools?options?Batch Have several records in local save file NOTE: 2 step process: creating search keys, then running command Open connexion Import file of numbers, changing the default index to no: Add a couple more searches, after changing default index to none SAVE and CLOSE search dialog Open local save file Highlight all records and mark for export (action?export) Show the “R” for ready in the status column Close up everything, open Process batch Click on online searches and export; look at search options Watch the process and look at reports: NOTE: system has logged off; only latest report is kept Open local bib file again, look at the downloaded records: MyStatus sort, C for export Pull up one of the records and set an action, show the R status Next demo: delete holdings on an imported file of OCLC numbers Clear screen for visibility only Batch?Holdings by OCLC number?Browse for file on desktop Import and delete file (could be done later, when another set of data put in file) Run process, review report NOTE: only one process at a time: either add holdings or delete holdings Ahead of demo: Default constant data: set up in batch processing dialog, “Search options” File of “unadorned” OCLC numbers stored (on desktop) Local actions set up for batch: under tools?options?Batch Have several records in local save file NOTE: 2 step process: creating search keys, then running command Open connexion Import file of numbers, changing the default index to no: Add a couple more searches, after changing default index to none SAVE and CLOSE search dialog Open local save file Highlight all records and mark for export (action?export) Show the “R” for ready in the status column Close up everything, open Process batch Click on online searches and export; look at search options Watch the process and look at reports: NOTE: system has logged off; only latest report is kept Open local bib file again, look at the downloaded records: MyStatus sort, C for export Pull up one of the records and set an action, show the R status Next demo: delete holdings on an imported file of OCLC numbers Clear screen for visibility only Batch?Holdings by OCLC number?Browse for file on desktop Import and delete file (could be done later, when another set of data put in file) Run process, review report NOTE: only one process at a time: either add holdings or delete holdings

    4. Settings: Tools?Options?Batch Tools?Options?Batch Searching Matches to download Search keys to retatin Record actions Delete LDRs when deleting holdings (mandatory if your library has ldrs) Local actions to do in batch, not immediately (xpo, labels) Report display/print options Tools?Options?Batch Searching Matches to download Search keys to retatin Record actions Delete LDRs when deleting holdings (mandatory if your library has ldrs) Local actions to do in batch, not immediately (xpo, labels) Report display/print options

    5. Settings: session authorization

    6. Settings: Local file authorization The authorization logon for local files can be different from the regular session logon Useful for keeping separate statistics, maybe The authorization logon for local files can be different from the regular session logon Useful for keeping separate statistics, maybe

    7. Batch dialog options

    8. Processing batch Red check mark indicates the default fileRed check mark indicates the default file

    9. Records are NOT downloaded Report is ONLY VIEWABLE immediately after processing (not kept) Records are NOT downloaded Report is ONLY VIEWABLE immediately after processing (not kept)

    10. Documentation//Support Online tutorials: http://www.oclc.org/support/training/connexion/client/tutorial/default.htm Documentation depends on topic: Set Options and Customize Search Authority Files; Take Actions on Authority Records Cataloging: Export or Import Bibliographic Records Cataloging: Print Labels and Accessions Lists Search WorldCat Take Actions on Bibliographic Records Help screens within Connexion

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