Set actions on bibliographic records for batch processing

Overview

• In order to batch process records, you must save them to the bibliographic local file and take actions while offline. The client automatically marks the records with the action you take.
  
  Exceptions: Export and label printing occur immediately whether you are logged on or offline. You must set an option in Tools > Options > Batch in order to mark records for batch-processing label printing and bibliographic and authority record export. If you do not set this option, export and label printing occur immediately whether you are logged on or offline.
• When you take actions in the local file while offline, the records are marked R (Ready) for batch processing.
• The client uses your default bibliographic local file to store the actions you set for batch processing.
• Batch-supported actions for bibliographic records are:
  • Delete Holdings
  • Export (must have option for batch export selected in Tools > Options > Batch)
  • Label Print (must have option for batch label printing selected in Tools > Options > Batch)
  • Produce
  • Replace
  • Submit for Review
  • Update Holdings

Set up batch processing for record actions

Navigate to Tools > Options > Batch to check or change the following options for batch- processing record actions:

• Delete attached LHRs (local holdings records) when you are deleting holdings. By default, setting is cleared.
   Note: You must select this option to successfully batch delete holdings. If you do not select it, delete holdings fails during batch processing.
• Perform bibliographic record export, authority record export, and/or label printing in batch mode. By default, settings are all cleared.
• Display or print batch reports automatically as soon as the batch is completed. By default, batch reports display automatically but do not print automatically.

Mark actions on records for batch processing

1. Save the records you want to mark with actions for batch processing in the bibliographic local save file.
2. Display a bibliographic record from the local save file.
   Or
   Select records in the local bibliographic save file list:
   • To select adjacent records, click to highlight the first entry, and then press and hold <Shift> and click the last entry. 
   • To select nonadjacent entries, click to highlight the first entry, and then press <Ctrl> and click to highlight each additional entry.
3. On the Action menu, including the Holdings submenu, click the action you want to batch-process for the record(s).
   • Batch-supported actions for bibliographic records are:
     • Delete Holdings
     • Export (must have option for batch export selected in Tools > Options > Batch)
     • Label Print (must have option for batch label printing selected in Tools > Options > Batch)
     • Produce
     • Replace
     • Submit for Review
     • Update Holdings
   • The status for the action you took changes to R (Ready) in the record's status bar or in the column for the action in the bibliographic local save file list.
4. When ready, run batch processing.

Alternative for batch processing holdings

Batch process holdings by entering or importing OCLC control numbers. The client locates the records and processes the actions without downloading the records. You can process Update Holdings, Produce and Update Holdings, or Delete Holdings. See Batch set or delete holdings by OCLC number for details.

Tip for batch processing multiple files at once

You can set actions in default local files only. However, you are not restricted to batch-processing the default local files only. You can process multiple files of the same type.

To enter record actions in several local files of the same type and process all files at once, change the default to each file you want to prepare, save records and enter actions in each, and then select all the files when you run a batch. See Remove action from record for details.