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OCLC Support

Enter authority record searches for batch processing

Discover how to enter authority record searches for batch processing in Connexion client.
  1. Navigate to Batch > Enter Authority Search Keys or press <Alt><B><A>.
  2. (Optional) To change the default authority save file (for those who use multiple local files):
    • Select a different file in the Local File list of the Enter Authority Search Keys dialog. The file you select becomes the new default local save file.
      Click Local File Manager to create or move local files before entering search keys.
  3. In the Query text field, enter a complete search string, including index labels and qualifiers if needed, in the same format you use to enter a command line search when you search the LC authority file interactively.
     Note: Heading browse searches are not available for batch searching since they result in an index list, not records.

    • Omit the Find command (fin) from all searches.
    • Keyword search:
      • Omit prepositions and articles.
      • You can enter diacritics; the system removes them before processing the search.
      • Do not enter subfield codes.
    • Derived search:
      • Index labels are optional for a derived personal name, title, or subject search. If included, the index label must be followed by a colon.
      • For a derived corporate, conference, or geographic name search, you must include either the index label (cd:) or an equal sign (=) to distinguish a corporate/conference/geographic name search from a personal name search.
    • Combine searches with Boolean operators and, or, or not. You cannot use Boolean operators in scan queries (LC authority file browse for headings).
    • Browse searches are not available for batch searching since they result in an index list, not records.
  4. (Optional) To enter a diacritic or special character in the search key, click Enter Diacritics. See Insert diacritics and special characters for more details.
  5. (Optional) Under Use default index, select an index from the list of all available indexes to apply to each search you enter. By default, none of the indexes are selected unless you have performed a search previously. If you have, the last index you used is selected. The client precedes each search with the index label and correct punctuation (colon (:) or equal sign (=)).
     Note: Any searches you type with a different index label and punctuation.
  6. Click Add or press <Enter>.
    • The client adds the search key to the list.
    • The highlighted search key remains in the Query box for you to type over or edit.
    • The client displays a running Total Entered, showing the number of search keys you have entered.
  7. Continue adding, editing, or deleting search keys. Besides Add, you can use:
    • Delete to delete one or more searches selected in the list.
    • Replace to replace a selected search key in the list with the search key you entered in the Query field.
    • Import to import search keys from a text file.
    • Copy to copy selected searches to another local file; prompts for the local file to which you want to copy the search. The button is unavailable until you select searches in the list.
  8. Click Save to save the search keys in the list to the local save file.
  9. (Optional) Click Print to print the entire list of search keys you entered.
  10. Click Close when finished. If you made changes that you did not save, the client asks if you want to save the changes in the local file. Click OK to save or click Cancel.
  11. When ready, run batch processing.