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OCLC Support

Export Options

Find out how to access and use the Export tab on the Options window in Connexion client.

Purpose of the Export Options window

  • Create, edit, or delete an export destination for exporting records from WorldCat or from the online or local bibliographic or authority save file to your local system (at least one destination setup is required). Set up exporting to:
    • File
    • LPT (parallel) port
    • TCP/IP host
    • OCLC Gateway connection to a local system
  • Select options for exporting records as listed in step 5 of the basic procedure below.

Access the Export Options window

  1. Navigate to Tools > Options > Export.
  2. Under Destination, click Create to create a destination.
    Or
    Select a destination and click Edit to change the destination settings.
    Or
    Select a destination and click Delete to delete it.

    Required: You must create at least one export destination before you can export records, since the client does not provide a default.
  3. Click Record Characteristics to select a record standard and/or a character set for exported records. Click OK when finished. See details.
  4. Click Field Export Options to specify fields to delete from exported records. Click OK when finished.
  5. Click check boxes to select or deselect other options for:
    • Displaying a report
    • Exporting workforms (that is, newly created records that have not yet been added to WorldCat or the LC authority file)
    • For bibliographic records only, getting a warning before exporting records that include unlinked non-Latic script fields

      See details about selecting these options in the table below.
       
  6. When finished, click OK or Apply in the main Export tab window.

See more about how to specify an export destination and about how to set options for export.

Export Options window: Features and buttons

Feature How to use
Destination list

 Note: Required for exporting records.

Create at least one destination if you export records (click Create). The client does not provide a default destination.

Until you create a destination, the list includes:

  • (None)
  • File
  • File: (Prompt for filename)

 Note: Select File to enter a path and file name, or select File: (Prompt for filename) to export records to a different file each time you use the client. The client prompts you for a file name when you do the first export after starting the program, and uses that file until you close the client.

Make sure the export destination you want the client to use is selected when you close the Export window.

(Optional) Select a destination you created and open a window to edit current settings (click Edit).

(Optional) Delete a selected destination (click Delete).

Allow export of workforms check box Allow export of workforms (new records that have not yet been added to WorldCat and therefore have no OCLC control numbers).

Default: Check box is deselected. You must explicitly set this option.
Display report for immediate export results check box Open a report automatically when export is completed that shows export errors and, if you convert from one record standard to another, any fields that did not map.

 Note: Fields not mapped are dropped from the exported record.

Default: Check box is deselected.
Warn before exporting bibliographic records that include unlinked non-Latin script fields check box 

 Note: Bibliographic records only.

If you export records that contain non-Latin script fields that are parallel but not linked to Latin script fields, depending on your local system characteristics, the non-Latin script data may not display after export.

If this is a problem, select the check box to receive a warning message if records have unlinked fields when you:

  • Export a displayed record or records selected in a list.
    Or
  • Mark records in the local file for batch export.

 Caution: You must set an option in Tools > Options > Batch before marking records for batch export; otherwise, records export immediately whether you are logged on or offline).

Default: Check box is deselected.

If you get the warning:

  • For a single record, click Yes to continue exporting or No to stop. 
  • For records selected in a list or records marked for batch export, click Yes to continue exporting, No to skip the record with unlinked fields and then continue, or Cancel to stop the process.

 

Button name Click the button to...
Create Open the New Export Destination window and create a new export destination to:
  • A file
  • An LPT (parallel) port
  • A serial, network (LAN), or TCP/IP communications connection
  • An OCLC Gateway connection to a local system

To create a destination:

  1. Click the type of export you want to set up and then click OK.
  2. In the settings window for the selected export type, select or enter your settings, and then click OK
  3. In the Export Destination Name window:
Edit Select an export destination in the list, and click Edit to change settings for an export destination.

Examples: Change the location for an export file or change the host name for a connection.

To edit a destination:
  1. In the settings window for the destination, change appropriate settings and click OK.
  2. In the Export Destination Name window:
    • Click OK to accept the suggested name.
      Or
    • Change the name and click OK.
Delete Select an export destination in the list, and then click Delete to remove it.
Record Characteristics Open the Record Characteristics window to specify the record standard and character set you want to use for exported records. When finished, click OK or Cancel to return to the Export option window.
Field Export Options Open the Field Export Options window to specify fields to delete from exported records. When finished, click OK or Cancel to return to the Export option window.
OK Apply your settings and close the Options window.
Cancel Cancel any changes you made and close the Options window.
Apply Apply your settings without closing the Options window. Continue checking or changing other options settings if needed.

 

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