Set options for batch processing

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Discover how to set options for batch processing in Connexion client.

Navigate to Tools > Options > Batch tab to set the following options:

Option	How to set	Default setting
Number of matches to download for searches	In the Batch tab, under Searching, select the number of matches to download from the Maximum Number of Matches to Download list.	1 record Maximum: 150 records
Retain search keys for failed searches	In the Batch tab, under Searching, Batch Search Keys to Retain, select check boxes to keep search keys or any of the following search results: Errors/Not Found Too Many Matches	Check boxes are cleared No search keys are retained
Requirement: Delete LHRs (local holdings records) when deleting holdings	In the Batch tab, under Record Actions, select the Delete attached LHRs when Deleting Holdings check box to delete LHRs. Note: You must set this option to batch delete holdings successfully. This setting does not apply to interactive delete holdings: When you delete holdings interactively (logged on), the system always prompts you to confirm deleting both your OCLC symbol and attached local holdings records.	Check box is deselected LHRs retained; batch Delete Holdings actions fail
Mark exports and label printing for batch processing	In the Batch tab, under Record Actions, Perform local actions in batch, select check boxes to mark records for batch for: Bibliographic Record Export Label Printing Authority Record Export	Check boxes are deselected. Exports and label printing are performed immediately whether you are online or offline
Display or print batch reports automatically	In the Batch tab, select the Display batch reports automatically and/or Print batch reports automatically check boxes to select either or both of these options.	Display check box is selected Print check box is deselected Batch reports display automatically but do not print automatically.

Navigate to Batch > Process Batch, and then click Search Options to set the following options:

Option

How to set

Default setting

Assign a My Status to downloaded bibliographic or authority records

In the Search Options window, under Downloaded Bibliographic Records or Downloaded Authority Records, select the Assign My Status check box.
In the field below the check box, enter a My Status (up to 40 characters of free text).

Note: The text box is unavailable until you select the Assign My Status field.

Check boxes are deselected

Text boxes are unavailable

My Status is not assigned

Apply the default local constant data record to downloaded records

In the Search Options window, under Downloaded Bibliographic Records or Downloaded Authority Records, select the Apply default local constant data check box.

Note:

The name of the default local constant data record displays under the check box.
If no local constant record is set as the default, the client displays [None], and the check box is unavailable.

Check boxes are cleared

Constant data is not applied