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Record actions for batch processing

Discover how to set and remove actions for batching processing of bibliographic and authority records in Connexion client.

For batch processing record actions, you mark or set the actions on records.

Set actions on bibliographic record(s)

  1. Click Action > Save Record to Local Save File or press <F4> to save the record(s) you want to mark with actions for batch processing in the local bibliographic save file.
  2. While offline, click Cataloging > Search > Local Save File or press <F3> to display a bibliographic record from the local save file.
    Or
    Select records in the local bibliographic save file list.
  3. On the Action menu, including the Holdings submenu, click the action you want to batch-process for the record(s). Batch-supported actions for bibliographic records are:
    • Holdings > Update Holdings
    • Holdings > Delete Holdings
    • Holdings > Produce
    • Replace Record
    • Export (must have the option for batch export selected in Tools > Options > Batch)
    • Label Print (must have the option for batch label printing selected in Tools > Options > Batch)
    • Submit for Review
  4. The status for the action you set changes to R (Ready) in:
    • The status bar at the bottom of the displayed record.
      Or
    • The column for the action in the displayed bibliographic local save file list.
  5. When finished marking records, run batch processing.

Set actions on authority record(s)

  1. Click Action > Save Record to Local Save File or press <F4> to save the records you want to mark with actions for batch processing in the local authority save file.
  2. While offline, click Authorities > Search > Local Save File or press <Shift><F3> to display an authority record from the local save file.
  3. On the Action menu, click the action you want to batch-process for the record(s). Batch-supported actions for authority records are:
    • Add to Authority File (supported for NACO-affiliated libraries only)
    • Replace Record (supported for NACO-affiliated libraries only)
    • Export (must have the option for batch export selected in Tools > Options > Batch)
    • Submit for Review
  4. The status for the action you set changes to R (Ready) in:
    • The status bar at the bottom of the displayed record.
      Or
    • The column for the action in the displayed authority local save file list.
  5. When finished marking records, run batch processing.

Remove record(s) from batch processing

Remove the Ready status to remove actions from records that you marked for batch processing:

  1. Display the record or select records in the file list.
  2. Click Action > Set Status or press <Alt><Shift><S>.
  3. In the Set Status window, under Remove ready status for batch, select the check boxes next to action(s) you want to remove.
  4. Click OK.

 

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