About batch processing in the client

Overview

Batch processing runs searches and record actions on multiple records and/or files automatically all at once (in a batch). Batch processing in the client follows this general pattern:

1. You do this:
   • Enter WorldCat searches and/or set actions you want to take on bibliographic records in your local bibliographic save file.
     And/Or
   • Enter LC authority file searches and/or set actions you want to take on authority records in your local authority save file.
2. You do this: Run batch processing on the local file(s) you prepared.
3. The client does this:
   • Automatically logs on to the OCLC system using a default authorization and password that you set up.
   • Runs the searches and/or processes actions on records. 
   • Downloads records from searches.
   • Produces separate reports on the results of searches and record actions.

Batch processing in the client is different from WorldCat data sync collections. In the Connexion client, you set up and initiate batch processing. It is under your control. Data sync collections, run by OCLC database specialists, can process much larger amounts of records/data on behalf of libraries. See Data sync collections for more information about the data sync process.

Set up for batch processing

The table below shows the menus and commands to access settings and options for batch processing. In each of the windows that these commands open, click the Help button for detailed instructions.