Work with batch reports for authority records

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Discover how to open and use batch reports for records in Connexion client.

Open batch reports

Report types

For the bibliographic local save file(s) in a batch run, the client creates a search report, record action report, export report, and label print report. For the authority local save file(s) in a batch run, the client creates a search, record action, and export report. The client also creates a report for batch holdings by OCLC number.

View reports automatically as soon as a batch finishes

By default, when the client completes a batch run, reports open automatically to show results. The reports open on top of each other, with each window maximized.

You can clear this option or select another option to print batch reports automatically in Tools > Options > Batch.

View current batch reports any time after batch finishes

To view the most current batch reports any time:

To view batch results for the default local save files:
1. Navigate to Batch > View Reports.
2. On the submenu, click one of the following or press the corresponding keystroke:
 - Bibliographic Search Report or press <Alt><V><S>
 - Bibliographic Record Action Report or press <Alt><V><A>
 - Bibliographic Export Report or press <Alt><V><X>
 - Label Print Report or press <Alt><V><L>
 - Authority Search Report or press <Alt><V>
 - Authority Record Action Report or press <Alt><V><R>
 - Authority Export Report or press <Alt><V>
 - Holdings by OCLC Numbers Report or press <Alt><V><H>
To view batch results for local files that are not the default:
1. Navigate to File > Local File Manager or press <Alt><F><F>.
2. Select the file type and file for which you want to view reports.
3. Under Batch Reports, click the type of report(s).
4. Click View Reports.
Note: The reports you select open behind the Local File Manager window on top of each other if more than one opens.

Caution: As soon as you run another batch of searches or actions, the client overwrites the last batch reports with the information for the new batch run(s).

Use batch reports

Print the displayed report

Navigate to File > Print, click the Print button (), or press <Ctrl>.
In the Print window, click Print.

Select only the test you want to print.
Click Print.
In the Print window under Page Range, click the Selection button and then click Print.

Copy data in a report

Use the mouse to click and drag through the data to select it for copying or press <Ctrl><A> to select all data.
Navigate to Edit > Copy, click the Copy button (), or press <Ctrl><C>.
Paste the data into an Excel spreadsheet or a text editor for further processing. If you paste into a spreadsheet, use features of Excel to organize the data.

Information show in batch reports

The header of each type of batch report shows:

Local File (full path and file name of the processed file)
Session ID
Report Start Time
Session Duration
Number of bibliographic and authority exports reported for that file (Search and Record Action reports only)

For each type of batch, reports show:

Type of report	Information display
Bibliographic and authority batch search reports	Search errors (this section displays only if the batch had search errors) - Shows the total number of errors and specifies the type of errors, if present: Too many matches - Shows the number of searches resulting in too many matches and for each, shows search keys and number of records found. Error or records not found - Shows the number of searches resulting in errors or records not found and for each, shows search keys and type of error. Successful searches (shows the total number) - For each successful search, shows: Search key Number of records found Local save file number assigned for each record downloaded OCLC control number or ARN Title*
Bibliographic and authority batch record action reports	Validation errors (this section displays only if the batch had action errors) - Shows the total number of errors and for each error, shows the save file number of the record, OCLC control number or ARN, title, and the action that failed. Successful actions (shows the total number) - For each successful action, shows: Save file number of the record you makred with an action for batch processing OCLC control number or ARN Title* The action that succeeded
Bibliographic and authority batch export reports	Record export errors (this section displays only if the batch had export errors) - Shows the total number of errors and for each error, shows the save file number of the record, OCLC control number or ARN, and title. Successful exports (shows the total number) - For each successful export, shows: Save file number of the record exported OCLC control number or ARN Title*
Label Print report	Label print errors (this section displays only if the batch had label errors) - Shows the total number of errors and for each error, shows the save file number of the record, OCLC control number or ARN, and title. Successful label printing (shows the total number) - For each record that had labels printed successfully, shows: Save file number of the record for which labels printed OCLC control number or ARN Title*
* If linked Latin and non-Latin title fields are in a bibliographic record, the batch report shows both. Otherwise, the batch report includes either the non-Latin script title or the Latin script title, depending on which is in the title field.