OCLC holdings update for a batch file

OCLC Connexion Batch Holdings procedure:

1. You will need a spreadsheet of OCLC numbers. For loaded batch files, Copy the review file of the LOAD in Create Lists, then export a spreadsheet of OCLC numbers from the file. For weeded titles, the spreadsheet will usually be provided.

2. Open the spreadsheet in Excel, then use Find/Replace on the column of OCLC numbers to replace the (OCoLC) prefix with an * (asterisk).

3. Copy the column of * OCLC numbers.

4. Currently, you must log in through the Batch menu in OCLC Connexion

   Due warning: OCLC Connexion batch functions often experience sudden changes

   1. Batch; Enter Bibliographic Search Keys

      1. click on Local File Manager

      2. click on Authorization; then sign in with number and password

      3. Close Local File Manager window; click Save, then Close.

5. Then choose Batch; Holdings by OCLC Number; and paste the column of * OCLC numbers into the text box to the left:

6. Open

   

   Select Update Holdings, (or, for a weeded batch file, select Delete Holdings)

7. Click OK.

8. A Batch Holdings Report will open with a list of the records. Any errors will be listed at the bottom and are usually records which already have our holdings set. If some were not set and are not already held, note the OCLC number(s) and set (or delete) OCLC holdings manually for each one (this is a fairly rare error).