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cat:deleting_holdings_in_oclc [2020/08/06 14:49] – [Setting up the Connexion client] ehardycat:deleting_holdings_in_oclc [2020/08/06 16:15] (current) – [Deleting holdings in OCLC' WorldCat] ehardy
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-====== Deleting holdings In OCLC ======+====== Deleting holdings in OCLC's WorldCat ======
  
  
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 ===== Deleting holdings in Connexion Client ===== ===== Deleting holdings in Connexion Client =====
  
-You can delete holdings in OCLC’s Connexion Client either singly or in a batch. Batch searching and deleting is best used when you have the OCLC based title control numbers for the records. If you have ISBNs, you can also batch search; but it is best to delete from the local save file so that you can be sure you are deleting holdings from the correct record since you may have another version of the title still in holdings. +You can delete holdings in OCLC’s Connexion Client either singly or in a batch. Batch searching and deleting is best used when you have the OCLC based title control numbers for the records. If you have ISBNs, you can also batch search; but it is best to delete from the local save file so that you can be sure you are deleting holdings from the correct record since multiple title records can be retrieved for an ISBN. 
-These instructions assume familiarity with OCLC’s Connexion Client. For more detailed instructions for the client see  [[http://www.oclc.org/support/services/connexion/documentation/client.en.html|Connexion client documentation]].+ 
 +The following instructions assume familiarity with OCLC’s Connexion Client. For more detailed instructions for the client see  [[http://www.oclc.org/support/services/connexion/documentation/client.en.html|Connexion client documentation]].
  
 ==== Using Batch Holdings by OCLC Number in Connexion Client to delete holdings ==== ==== Using Batch Holdings by OCLC Number in Connexion Client to delete holdings ====
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   * Enter each OCLC number on a separate line.    * Enter each OCLC number on a separate line. 
   * In Batch Holdings by OCLC Number, OCLC TCNs can be entered with or without the prefix and with or without preceding each with no:, *, or #.   * In Batch Holdings by OCLC Number, OCLC TCNs can be entered with or without the prefix and with or without preceding each with no:, *, or #.
 +  * OCLC’s recommended limit for files is 2,500 OCLC numbers at a time. (The text box containing the OCLC numbers you enter or import has a limit of 32,767 characters). Work with numbers you are comfortable with.
  
-===== Setting up Connexion client =====+=== Setting up Connexion client ===
  
  
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 {{:cat:pasted:20200806-104824.png}} {{:cat:pasted:20200806-104824.png}}
 +
 +
 +**Make sure you click on the //Apply// and then __OK__ buttons to retain settings.**
 +
 +Settings will save and will apply to all subsequent batch actions.
 +
 +=== Batch Holdings by OCLC Number ===
 +
 +From **Batch** Select **Holdings by OCLC Number**:
 +
 +{{:cat:pasted:20200806-110610.png}}
 +
 +You can enter OCLC TCNs
 +
 +  * Individually,
 +  * Copy and paste them in the input well,
 +  * Import a text file of TCNs.
 +        * Click **Browse** to locate and import a text file of OCLC numbers.
 +
 +<note tip>Don’t choose to delete your original import file in case correctable errors occur with the batch process</note>
 +
 +{{:cat:pasted:20200806-110935.png}}
 +
 +However the numbers are entered, you can view, check, or delete numbers at this point.
 +
 +Once you are ready to delete holdings, select **Delete Holdings** and click on **OK**:
 +
 +
 +{{:cat:pasted:20200806-111132.png}}
 +
 +You can cancel rather than process the file. Click **Cancel** : the window closes and the OCLC numbers are not retained in the interface.
 +
 +**The OCLC numbers are processed immediately when you click OK.**
 +
 +<note important>The client does not store the numbers.</note>
 +
 +=== Batch by OCLC Number Report ===
 +
 +
 +After the batch runs, the client automatically displays a report showing the record numbers, titles, and actions completed or failed. It will print the report automatically if you have set it to do so. You can print from here if you did not set up automatic printing.
 +
 +Use the report to resolve any errors.
 +
 +The most recent batch report for processing holdings by OCLC number is retained until you run another batch of holdings by OCLC number. To view the most recent report, click **Batch > View Reports > Batch by OCLC Number Report**.
 +
 + 
 +The report displays:
 +
 +  * Session ID
 +  * Report start time
 +  * Session duration
 +  * Lists of the records you entered in groups of failed or successful actions with totals for each group 
 +  * For each record, displays:
 +      *OCLC control number
 +      *Title (if record found)
 +      *Record action 
 +      *Result of action
  
  
cat/deleting_holdings_in_oclc.1596725343.txt.gz · Last modified: 2020/08/06 14:49 by ehardy