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OCLC Support

Export records

Learn how to export records and download export files in CatExpress.

How export works

The export action produces a file of OCLC-MARC bibliographic records that are exported either by any user from one institution (OCLC symbol) or by one user (authorization number). The default file type is Institution. To create export files for your individual authorization, set the Export File Type option (on the Export Options screen) to Individual. Records are added to the file as a result of your actions during a session.

CatExpress Plus creates copies of records in UNIMARC format. CatExpress Plus does not use export in Connexion.

Data in records

Records include all information present in the MARC record, including:

  • Updated 005 (Date and Time of Latest Transaction)
  • 994 (the OCLC-MARC Processing Information) with encoded type of transaction
  • Any user-entered information present in the edited record at the time of export, including default editing options

Subscribers vs. interface users

Export functions differ depending on whether your institution is a CatExpress subscriber or is using CatExpress as an interface option.

User type Command
Subscriber Use Save to Catalog to add records to export file.

The export file is built automatically when you click Save to Catalog. Records cannot be exported without holdings being set.
Interface user Use Export only to add records to export file.
Export only exports records without setting holdings.
Save to Catalog:
  • executes the Update command
  • creates file of records as part of the export file (depending on profile)

Specify fields to delete from exported bibliographic records

  • You can have the system remove specific fields from each bibliographic record before exporting the record for local use.
  • You use tag numbers to specify single fields and/or field ranges

Export record (Save to catalog)

Each time you click Save to Catalog the current record is added to your export file. The Cataloging Successful screen displays the message:

Item successfully cataloged. You now have [n] record(s) in your export file. Please select Download Export Files to retrieve exported records.

Download export files

Export files:

  • Are created and stored on the Connexion server.
  • Allow appending until downloaded. You can continue exporting to the same file until you download the file.
  • Contain records that are exported either by any user from one institution (OCLC symbol) or by one user (authorization number). The default file type is Institution. To create export files for your individual authorization, set the Export File Type option (on the Export Options screen) to Individual.
  • Remain available for download for 90 days from the file creation date. After 90 days, the system automatically deletes export files.
  1. Go to the Download Export Files screen.
  2. On the Express tab, on the Other Options list, click Download Export Files.
  3. In the list of files, find the file(s) you want to download.
  4. Click to select the check box for the file. You can download 2 or more files at once. Before sending the files to the browser, the system creates one file that contains records from all selected export files.
  5. When finished selecting files, click Download
  6. In the File Download dialog box, select Save or press <Enter>.
  7. In the Save As dialog box, use the Save In box to select the location (drive and folder) where you want to save the exported record.
  8. In the File Name box, use the supplied name.
    Change the supplied file name and add the appropriate extension:
    • Supply a name that identifies the file as containing records exported from Connexion. You may want to include a date or day of the week and/or the type of records contained in the export file.
    • Add an extension to the filename.
      • An extension, such as .dat or .exp or .mrc, identifies the file format and/or content. A specific extension may be required if you plan to import record(s) from the file to a local system or other software.
      • To change the default file name for export files, use the Export File Name setting on the Export Options screen.
  9. Click Save or press <Enter>.
  10. Click Close or press <Enter> to close the Download Complete message box.

Tip: Override browser-supplied file type and name for export file

 Note: To change the default file name for export files, use the Export File Name setting on the CatExpress Export Options screen.

  1. When the Save As dialog box appears, the browser supplies a default location (drive and folder), file type, and file name. The File Name box is selected.
    • To override the default file type and file name:
      1. In the File Name box, type the name for the export file, including the extension, enclosed in quotation marks (e.g., "exp1017.dat"). Use the extension your software requires to identify the file as a MARC export file (for example, .dat.exp, or .mrc).
    • To save the export file to a different location, specify the drive and folder within the quotation marks:
      1. Type the drive letter followed by a colon and a backslash.
      2. Type the folder name(s), separated by backslashes.
        Example: "c:\data\export0310\exp1017.dat"
  2. Click Save or press <Enter>.