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Cataloging: Export or Import Bibliographic Records
Page 9 of 31
Export records
immediately
Action
1
Logged on or offline, display the record you want to export.
Or
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 additional entry.
Notes:
To export immediately while offline, check that the option to export in batch is
cleared in Tools > Options > Batch.
If you are offline and export in one of four available Dublin Core record standards,
the client automatically logs you on to access the metadata crosswalk program
that converts records from one record standard to another.
For automatic logon, you must have either:
—A general default authorization and password defined in Tools > Options >
Authorizations
Or
—A default authorization and password defined for the local file in File > Local
File Manager / Authorization
If you don't have a default authorization, the client prompts you to enter an
authorization and password.
2
On the Action menu, click Export, or click
, or press <F5>.
3
Continue exporting more records if needed.
Results:
The client exports the record immediately to the destination you created and
selected.
Or
If you export to a file and you selected the option File:(Prompt for filename),
after your first export per session, the client prompts you to locate or enter the file,
and then exports the record.
The record's Export status changes to C (completed) or F (failed) in the record's
status bar and in the Export column of the list if exporting selected records from a
list.
If you set an option (see procedure above), the client opens a temporary Export
Results report.
Caution about exporting to a file that already exists:
The first time during a logon session that you export record(s), the client asks if
you want to overwrite, append, or cancel the export and use another file.
For the remainder of your current logon session and until you close the client
and reopen it, any time you export, the client automatically appends records to
any records already in the export file (on the assumption that you are building a
file of exported records).
You must close and reopen the client before exporting if you want to overwrite
records in the file or change to another file.
See also the Caution below about not appending records exported singly in
Dublin Core to an existing file.
