Batch Processing for Removing Holdings in
Purpose: To remove OCLC holdings from a batch of records using
Connexion Client. (With minor changes, this procedure may also be used to
add OCLC holdings to a batch of records.)
1. Export OCLC Numbers from Sierra
a. Gather records into a review file.
b. In Sierra, go to Create Lists and select
the appropriate review file.
c. Click on Export Records.
d. Under "Type," select b (for bibliographic) and
under "Field," select o (for OCLC/RLIN#).
e. Enter the file name of your choice and browse to
select the location where you would like to save the file.
f. Click OK.
2. Prepare List in Excel
a. Open Excel.
b. Open the text file from step 1. (In order to see the
file, click File > Open (or CTRL+O), then select All Files or
Text Files from the drop-down menu next to "File Name.")
c. In the Text Import Wizard dialog box, select "Delimited"
in step 1, then click Next. In step 2, select "Semicolon" under Delimiters,
then click Next. In step 3, select "General," then click Finish.
d. The first row will read "OCLC/RLIN#". Delete that row.
e. Copy the first column and paste it over the text in
the original text file. (Copying only the first column gets rid of any duplicate
OCLC numbers which may be in the second column.)
3. Create Local Bibliographic File in Connexion
a. Open Connexion Client. In the File menu, click Local
b. Check Bibliographic.
c. Click Create File.
d. In the Open window, enter the new file
e. Click Open.
4. Configure Settings for Batch Process
a. On the Tools menu, click Options>Batch.
b. In the Record Actions area, under
Perform local actions in batch, check Bibliographic
c. In the Batch Search Keys to Retain area,
check Not Found or Error.
d. Optionally, check the box next to Display batch
reports automatically if you want to view a report each
time you export a group of records.
e. Click Apply.
5. Run Batch Processing -- Online Search
a. On the Batch menu, click
Enter Bibliographic Search Keys.
b. Select the Local File you created as the place to hold
c. Under Use default index, select
OCLC Number (no:).
d. Click Import.
e. Find the .txt file you created, click Open.
f. Click Save.
g. Click Close.
h. On the Batch menu,
click Process Batch.
i. Check the box next to the Local File you want to
hold the records.
j. In Process area, check Online
k. Click OK to close Process
l. After this process is finished running, Connexion
will automatically log you off. To log back in, go to the File
menu and click Logon to continue.
6. Update holdings on OCLC
a. On the Cataloging
menu, click Search>Local
Save File (or F3), click OK.
b. Select records in a list (To select
adjacent records, click to highlight the first entry, and then press and hold
<Shift> and click the last entry. Or to select nonadjacent entries, click to
highlight the first entry, and then press <Ctrl> and click to highlight each
c. On the Action menu, click Holdings > Delete
Holdings (or SHIFT+F8).
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Created by: Library Staff |