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Module 4 - Save files, file management, and batch processing

Course description

This online module provides instruction on using Connexion client to perform high volumes of searches and record actions using the efficiency of batch processing, including the use and management of Save Files. After completing this web-based training, learners will know how to use Connexion’s file management tools to manage online and local save files effectively, and will be able to enter multiple search keys and record actions, process batches, and perform batch actions by OCLC number.

This course is intended for learners who already use Connexion client to do individual searches, set/delete holdings, and export records one at a time; but want to use Connexion client’s batch processing features to increase their efficiency in processing large numbers of records. This course will be of particular benefit to library staff members who do acquisitions or copy cataloging for large orders of materials, or who process large numbers of holdings deletions. Supervisors who oversee these activities and manage workflows will also find it useful.

Register for live, online training

Date Time Registration link
No live classes scheduled at this time



View a recorded session

View a recorded session (100 minutes)

Course handouts

Learner guide



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Cancellation policy
In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email in advance of the session.