K.3. Using the OCLC Connexion Gateway

Heather Hernandez

San Francisco Maritime National Historical Park

Editado por

Nicole C. Engard

2014

K.3.1. Exporting records one by one
K.3.2. Exporting records in a batch

Records can be exported from Connexion either in a batch or one by one.

K.3.1. Exporting records one by one

To export bibliographic records one by one, be sure your "Batch" options are correct: from the "Tools" menu, select "Options", and select the "Batch" tab. In the "Perform local actions in batch" area, "Bibliographic Record Export" should be unchecked

When ready to export, from the "Action" menu, select "Export" or use the F5 key. You will see a screen similar to the following if the import is successful and if the record is new to the Catalog; you may copy & paste the resulting URL into your Koha catalog to see the new record.

If the record was overlaid, you will see a message to that effect in the "OCLC Gateway Export Status" window

K.3.2. Exporting records in a batch

To export bibliographic records in a batch, be sure your "Batch" options are correct: from the "Tools" menu, select "Options", and select the "Batch" tab. In the "Perform local actions in batch" area, "Bibliographic Record Export" should be checked

When a record is ready to export, from the "Action" menu, select "Export" or use the F5 key, and it’s export status will be "ready."

When ready to export the batch, from the "Batch" menu, select "Process batch" and check the appropriate "Path" and "Export" boxes

The export will begin, and the bib records will be exported & imported into Koha one by one; you will see "OCLC Gateway Export Status" windows, as above, showing you the results of each export. That window will stay there until you select "Close," and then the next record’s export/import will begin. The process will continue until all records in the batch are completed. Then you may or may not see the Connexion Client export report (depending on your Client options for that).