Local File Manager
Find out how to access and use the Local File Manager window in Connexion client.
Purpose of the Local File Manager window
- Manage local files for offline cataloging. Type of local files available are:
- Bibliographic save file
- Bibliographic constant data file
- Authority save file
- Authority constant data file
- Set options for automatically backing up local files.
- Create or delete a local file.
Note: The client creates a default local file for each type (see default file and path names below). You can create as many additional files as you need. - Set a local file as the default
- Assign an authorization and password to a local bibliographic or authority save file for automatic logon for batch processing that is different from the authorization/password you specify in the Tools/Options/Authorizations tab
- Show the number of records by status in a local save file.
- View the most current batch reports for local save files.
- Compact and/or repair a local file.
Access the Local File Manager window
Open from the File menu
- Navigate to File > Local File Manager or press <Alt><F><F>.
- Use the features in this window to manage local files as described in the table below.
Open from batch windows
- Navigate to Batch > Enter Bibliographic Search Keys or press <Alt><B><B>.
Or
Click Enter Authority Search Keys or press <Alt><B><A>.
Or
Click Process Batch or press <Alt><B><P>. - Click Local File Manager.
- Use the features in this window to manage local files as described in the table below.
Open when you import records
- Navigate to File > Import or press <Alt><F><I>.
- Click Local File Manager.
- Use the features in this window to manage local files as described in the table below.
See more about how to manage local files.
Local File Manager window: Features and buttons
Feature | How to use |
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Choose File Type area | |
Choose File type buttons | Select the type of file you want to work with:
|
Files area | |
Files list |
Default path name for local files: X:\Documents and Settings\[user name]\Application Data\OCLC\Connex\Db, where X = the letter of your hard drive
If you receive an erroneous message that records in a local file are in use by another:
|
Batch Report area | |
For local bibliographic and authority local files only:
|
Select check boxes to view reports for the most current batch:
Default: Check boxes are deselected. The report(s) open behind the Local File Manager window. Note: |
Button name | Click the button to... |
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Configure Paths | Open the Configure Local File Paths window to change or designate a path name for a local file type. Note: You can add a path for only one file type at a time. If you want to add the same path to other local file types, under Choose File Type, you must select each file type individually and use Configure Paths for each. |
Auto Back Up | Open the Automatically Back Up Local Files window and select an option for automatic backup of local files:
If your setting is for automatic backup to the same folder, and you create multiple local files located in different folders but give them the same name, each time any one of the files is backed up, it overwrites the former single backup file. You lose data if the files of the same name contained different records. Caution: |
Create File | Open the standard Windows Open window.
|
Delete File | Select a file in the list and click to delete it. Exception: The client cannot delete a file designated as the default (red check mark). You must set another file as the default and then delete the file. |
Set as Default | Select a file in the list and click to set the file as the default. A red check mark () indicates the default file. Note:
|
Authorization | Open the Assign Authorization and Password window to assign an authorization and password for logging on (either manually or automatically for batch processing) when using the selected local file. Available for local bibliographic and authority save files. Default: Blank Note: If you do not enter an authorization and password for a local save file, the client uses your default authorization and password from Tools/Options/Authorizations to log on. |
Statistics | Open the Status List for the selected bibliographic local file or authority local file to view the number of records in the file by type of status. |
Compact/Repair File |
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Cancel | See description above. |
Apply | Close the window when finished. |