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OCLC Support

Batch Search Options

Find out how to access and use the Batch Search Options window in Connexion client.

Purpose of the Batch Search Options window

  • Define and assign a My Status free-text notation to downloaded bibliographic and/or authority records.
  • Apply your assigned local default constant data to downloaded bibliographic and/or authority records.

Access the Batch Search Options window

  1. Navigate to Batch > Process Batch or press <Alt><B><P>.
  2. Click Search Options.
  3. Select the Assign My Status check box and enter a status.
  4. Select the Apply default local constant data check box to apply constant data.
  5. Click OK.

See more about how to set batch search options.

Batch Search Options window: Features and buttons

Feature How to use
Downloaded Bibliographic Records area
Assign My Status check box Click to select or deselect the option to assign a free-text My Status to downloaded bibliographic records.

Default: Check box is deselected.
Text entry field With the Assign My Status option selected, enter My Status (40 characters maximum).

 Note: Text box is available only when you have a bibliographic local file selected in the Process Batch window; otherwise, it is grayed out.

Apply local default constant data check box Click to select or deselect the option to apply your default local constant data to downloaded bibliographic records.

Below this check box, the window displays the name of your default local bibliographic constant data. If you have not selected a default, the client displays [none].

Default: Check box is deselected.

 Note:

  • If your default constant data is set to apply the fixed field or both fixed field and variable fields, the fixed field is applied as is, even when the format of the constant data record is different.
  • You do not get a prompt to change the format when you download records, as you do when you apply constant data to a single record.
Downloaded Authority Records area
Assign My Status check box Works the same as for bibliographic records.
Text entry field Works the same as for bibliographic records.
Apply local default constant data check box Works the same as for bibliographic records.

 

Button name Click the button to...
OK Apply the settings you entered, close the window, return to the Process Batch window.
Cancel Cancel any changes you made, close the window, and return to the Process Batch window.

 

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