Foundations of Connexion client

1:41 pm - 3:10 pm  Wednesday, October 18, 2023 | (UTC-04:00) Eastern Time (US & Canada)


WEBVTT

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Crystal Rodriguez 00:21:15.060 --> 00:21:16.180
Okay.

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Crystal Rodriguez 00:21:17.620 --> 00:21:38.100
So welcome to today's session on foundations to connection client and to start with just want to inform you that the current version of client is client three point one version, two, six, two point, six three is still supported and recommended for any libraries using older version.

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Crystal Rodriguez 00:21:38.260 --> 00:21:51.860
Of Microsoft, if you need any information on installing connection client, there is information on that in our help site and also in the learner guide, which I'll be adding into the chat here in just one moment.

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Crystal Rodriguez 00:21:57.300 --> 00:22:06.900
All right, so I've added that learner guide that I'll be referring to that a couple times throughout the session, and that's a good tool for you to use to refer back to the leader date.

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Crystal Rodriguez 00:22:08.180 --> 00:22:19.020
And as another note with that version, you may note that my connection looks slightly different due to me being on three point one or some customizations.

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Crystal Rodriguez 00:22:25.460 --> 00:22:41.460
So we will begin today with a quick glance at OCLC and rural ACAD as a whole. We will then look at some basic information on starting connection client navigating the interface copy catalogging and working with lists of record.

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Crystal Rodriguez 00:22:42.740 --> 00:22:51.020
And then lastly, we will review some options for finding online help for catalogging and contacting OCLC support.

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Crystal Rodriguez 00:22:54.900 --> 00:22:57.340
Okay, I see a note that.

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Crystal Rodriguez 00:22:58.820 --> 00:23:14.300
One sec is everyone is anyone sorry, is everyone seeing my slides at this time. Okay, sounds like that's a no, right. Bear with me. Just, let me check with that. Oh, I see what's going on here. I'm sharing the wrong screen. It looks like.

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Crystal Rodriguez 00:23:17.940 --> 00:23:20.980
I'll fix that here. Okay.

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Crystal Rodriguez 00:23:24.980 --> 00:23:29.780
Okay, so you should be seeing my slides. Now thank you for that note. Sorry about that.

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Crystal Rodriguez 00:23:37.780 --> 00:23:39.700
So moving on.

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Crystal Rodriguez 00:23:42.300 --> 00:24:01.020
Is a global library organization that provides shared technology services, original research and community programs for its membership in the library community at large OCLC is a nonprofit library organization that provides services to all types of libraries.

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Crystal Rodriguez 00:24:01.500 --> 00:24:21.940
In more than a hundred countries, libraries use OCLC services for library management discovery in our library loan catalogging and more, and you can learn some more information about OCLC in the, about OCLC link that is in the learner guide.

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Crystal Rodriguez 00:24:27.060 --> 00:24:46.260
Now world cat is the world's most comprehensive database of information about library collections. roll cat has more than five hundred million bidly graphic records or popular and unique items, meaning that, you'll probably find a record for the item, your copy cataloging.

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Crystal Rodriguez 00:24:47.540 --> 00:25:05.380
And on this slide, I have a couple of links regarding looking at real cat statistics and a real time ticker to watch world cat grow. Those links are also available in that learner guide for you to review at a future time.

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Crystal Rodriguez 00:25:11.860 --> 00:25:32.340
Currently, OCLC offers a couple of different primary interfaces to access world cap for catalogging purposes within the World Share Management Services platform libraries can use World Share Record Manager if activated additionally, libraries can use connection client, which.

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Crystal Rodriguez 00:25:32.500 --> 00:25:47.420
Downloaded on staff workstations today. We will, we will be taking a look at connection client if you'd like to compare these cataloging interfaces. There is also information on that the link for doing. So within the learner guide.

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Crystal Rodriguez 00:25:54.100 --> 00:25:58.260
When you're working in world cat, there's one principal record.

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Crystal Rodriguez 00:26:00.500 --> 00:26:02.420
Sorry, one moment.

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Crystal Rodriguez 00:26:03.700 --> 00:26:24.180
There's one principal record within world CAT for each manifestation of a title. This is referred to, as the world CAT record. This is the cooperative record that is stored in world CAT for a specific item libraries attach their holdings to matching raw cat records to indicate that they own this title.

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Crystal Rodriguez 00:26:25.500 --> 00:26:44.660
World Cat allows you to find a matching record and begin to edit for local purposes when you begin to edit or lock a record, you begin to work with a working copy of that record with this record, multiple libraries can view the same record, Simultaneously, any edits.

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Crystal Rodriguez 00:26:44.780 --> 00:27:01.140
Made do not affect the world cat record unless the library chooses to replace that record. Typically holdings are then set on the record and the working copy record is exported to enable transfer to your local catalog.

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Crystal Rodriguez 00:27:05.140 --> 00:27:23.700
And here you can see a graphic showing the typical process for copy catalogging a connection client first you will look for a matching record using the cataloging menu and then next you would edit the record as necessary using the edit menu.

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Crystal Rodriguez 00:27:26.260 --> 00:27:36.180
And then you would set your library holdings and then likely export the record to be later added to your local system using the action menu.

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Crystal Rodriguez 00:27:40.980 --> 00:27:58.260
To determine the best match you will compare the fields in the record against the item that you have also libraries, generally choose the record with the most holdings and, or with DLC in the O- four, O- field or they may look at the.

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Crystal Rodriguez 00:27:58.420 --> 00:28:18.740
Coding level as well OCLC continuously works to minimize duplicate records. So if you see duplication, you can send an email to big change at OCLC dot org. You can also see the bibly graphic standards and formats for additional information and we will review.

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Crystal Rodriguez 00:28:19.380 --> 00:28:21.660
Later in this session as well.

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Crystal Rodriguez 00:28:23.220 --> 00:28:32.220
And this is a good opportunity as well to mention that if you did not have an opportunity to view the Mark Billographic Basics short video.

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Crystal Rodriguez 00:28:33.460 --> 00:28:44.860
Prior to the session and you are new to Mark Records, you may want to do that at some point prior to working within connection, just to help you improve that understanding.

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Crystal Rodriguez 00:28:49.460 --> 00:28:53.380
Okay, so I'm gonna go ahead and open up connection client.

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Crystal Rodriguez 00:28:59.700 --> 00:29:20.180
So when you're using connection client, there are some additional or some initial setup options that are recommended and I'm gonna review some of those. So the first would be to set up a default authorization within connection client. So to access connection, CLI.

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Crystal Rodriguez 00:29:20.420 --> 00:29:23.620
You should have a nine digit authorization number.

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Crystal Rodriguez 00:29:24.700 --> 00:29:33.660
Your library can reach out to our order services team, if you have any questions regarding that at orders at OCLC dot org.

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Crystal Rodriguez 00:29:34.900 --> 00:29:55.380
So I'm going to go ahead and I'm gonna go to the tools menu and I want to click on options and then I'm already at authorizations if I were not, I would click on that authorizations tab and you'll note that I do not currently have a default authorization. So I'm going to go ahead and add.

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Crystal Rodriguez 00:29:55.500 --> 00:30:04.300
My offerization as a default here, so I'm going to click the default button and enter in my authorization number.

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Crystal Rodriguez 00:30:08.180 --> 00:30:09.980
And my password.

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Crystal Rodriguez 00:30:12.740 --> 00:30:24.100
Give this a name you can name it your OCLC symbol or your name, whatever is gonna be helpful for you to remember. I'm gonna go ahead and name mine my OCL seems simple.

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Crystal Rodriguez 00:30:25.980 --> 00:30:44.380
And then I'm gonna add a second authorization, but I'm not going to actually make that my default. This is helpful if maybe you have multiple librarians using the same work station at different times, so you can put in a couple of different authorization numbers here. So I'm going to just enter one more authorization.

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Crystal Rodriguez 00:30:51.580 --> 00:30:55.740
And then once I've done, then I'm gonna click apply and quote.

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Crystal Rodriguez 00:30:57.980 --> 00:31:17.820
So then to sign in with that default authorization, I'm going to go to file and then log on and you'll note that my default authorization shows on the screen here if I wanted to choose one of my other authorizations, I would just use the drop down and click on that one, but I'm gonna go ahead and use my DEFA.

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Crystal Rodriguez 00:31:19.780 --> 00:31:38.300
I'm gonna click okay, and I noticed that I get an error. So I'm gonna check on that. I'm going to click okay, and that's gonna take me back to my screen. I'm gonna go back to that tools options and authorizations and I note that I actually.

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Crystal Rodriguez 00:31:38.300 --> 00:31:43.580
Had a typo in my authorization number, so I'm going to go ahead and fix that.

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Crystal Rodriguez 00:31:46.620 --> 00:31:50.300
And click apply and close.

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Crystal Rodriguez 00:31:51.780 --> 00:32:07.780
This time I'm going to click on the biolog on icon to log on, and again, I get that same screen and another option here is to click on the setup authorizations that's gonna if I click on that, that's gonna take me right to that menu option.

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Crystal Rodriguez 00:32:09.020 --> 00:32:17.660
But since I've corrected my authorization number, I can go ahead and click. Okay, and now I'm signed in, I'm gonna close that.

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Crystal Rodriguez 00:32:22.460 --> 00:32:31.940
So my other option is to set up a startup option to do that. I'm going to go to tools options.

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Crystal Rodriguez 00:32:33.340 --> 00:32:53.820
And then I'm going to click on general and here I see my startup options. So right now I have no startup options. So that's why, when I sign in connection, just signs me in and I click, okay, I have a couple of options if I go to start a client function, I can.

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Crystal Rodriguez 00:32:53.980 --> 00:33:14.300
Actually, choose to log on and then immediately search, and then there's a few other options here. I'm gonna go ahead and choose that first option, like, okay, and then I'm gonna click apply and close So by doing that when I close out of connection, which I'm going to go ahead and do that real quick.

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Crystal Rodriguez 00:33:14.940 --> 00:33:22.140
I'm gonna say, yes, I went to log off and when I do that once I reopen connection.

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Crystal Rodriguez 00:33:25.820 --> 00:33:28.780
One moment my cut piction's gonna open here.

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Crystal Rodriguez 00:33:32.860 --> 00:33:40.860
Okay, so when I open connection, it is opening in another window for me. So let me see if I can pull that over for you.

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Crystal Rodriguez 00:33:44.380 --> 00:33:46.220
One moment.

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Crystal Rodriguez 00:33:49.500 --> 00:33:50.620
Okay.

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Crystal Rodriguez 00:33:53.340 --> 00:34:08.780
Unfortunately you didn't get the chance to see that because it didn't open in the correct window, but what happened was I logged on and I was given the search option here. This, this search box when I logged on.

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Crystal Rodriguez 00:34:13.179 --> 00:34:28.139
Okay, and then as I mentioned earlier, one of these steps for copy catalogging might be to export in order to do that, you do want to make sure that you have an export setting export file set up.

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Crystal Rodriguez 00:34:29.820 --> 00:34:49.100
And a destination created within connection client. So I've already created a file on my desktop called Exports and in order to set that destination within connection, I'm going to go to the tools options and I'm going to click on export.

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Crystal Rodriguez 00:34:49.659 --> 00:35:10.140
And I actually already have this set up, but if I did not, I would see that it was set here to file. So what I'm gonna do is I'm gonna go ahead and delete that real quick and I'm gonna click on create and I'm given the option to choose a file.

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Crystal Rodriguez 00:35:10.860 --> 00:35:30.620
These other options are mentioned in the documentation in the learner guide. So if your library does not use a file, please review that learner guide for additional information on setting up your export option and, or reach out to our support team. You can go. Okay here, and then I'm going to go ahead.

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Crystal Rodriguez 00:35:30.740 --> 00:35:51.100
Go to the file that I've created my desktop and I have a file named Export. I'm just clicking open and I'm choosing that export destination, and then I'm going to apply that here and click close. So what that's gonna do is whenever I do choose to export a file.

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Crystal Rodriguez 00:35:51.140 --> 00:35:57.380
It will send that Mark data to the file there that I had chosen.

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Crystal Rodriguez 00:36:00.060 --> 00:36:19.260
All right, so another option is to set up toolbars, so as, as I had mentioned earlier my toolbars here may look slightly different than yours because I have added some things to update that you would go to the view menu.

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Crystal Rodriguez 00:36:19.940 --> 00:36:34.340
Click on toolbars and then I can choose which of the toolbars I want to show. So if I uncheck the world cat search quick search, that option goes away for me. I'm going to go ahead and recheck that.

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Crystal Rodriguez 00:36:39.740 --> 00:36:40.940
All right.

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Crystal Rodriguez 00:36:42.340 --> 00:37:02.780
Now we're gonna look at an actual mark record. I'm going to use the catalogging menu. I'm going to click on search and then I'm going to search world cat. Now I have an OCLC number that I found in discovery in World.

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Crystal Rodriguez 00:37:02.940 --> 00:37:18.660
Discovery, you may find those in your local system or when you search for items, which the next class entitled bib next bibly graphic searching is going to go over that in detail.

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Crystal Rodriguez 00:37:20.700 --> 00:37:40.540
So I'm going to go ahead and search for OCLC number one, two, four, nine, five, nine, four, six, two, four and you'll note that I put the number symbol in front of that. I would either to put the OCE, the number symbol or the.

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Crystal Rodriguez 00:37:42.020 --> 00:37:48.140
Colon index, and then I'm going to click. Okay.

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Crystal Rodriguez 00:37:49.500 --> 00:38:09.980
And here is my Mark record for that item. So I'm just gonna briefly walk over some of the items that we're seeing here at the top of the menu. The very top of your screen, you'll see the title itself, if you were to have used an actual bibly graphic search, you would see the search string.

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Crystal Rodriguez 00:38:11.260 --> 00:38:28.300
And then we have our menu items, some of which we mentioned. I've mentioned already. You've got your toolbar icon, Some of your quick toolbars there, and if you hover over those, you can see what each of those do.

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Crystal Rodriguez 00:38:29.820 --> 00:38:39.900
And then we've got the quick start quick search bar and a couple of customization tools that will be discussed in a future class.

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Crystal Rodriguez 00:38:43.260 --> 00:38:45.180
Here you'll see the.

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Crystal Rodriguez 00:38:47.740 --> 00:38:50.220
The actual mark record itself.

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Crystal Rodriguez 00:38:54.140 --> 00:39:07.820
And the different fields, you'll note that currently my fixed fields, the o. o. Field O- eight field are listed as a very field. I can actually change that.

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Crystal Rodriguez 00:39:09.500 --> 00:39:29.340
By going to the view and then OCLC fixed field. So I'm going to choose to display that at the top, and when I do that my, oh, eight fields are now displayed individually at the top of my screen, and then I could you.

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Crystal Rodriguez 00:39:29.420 --> 00:39:32.500
Can also choose to do that at the bottom as well.

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Crystal Rodriguez 00:39:33.820 --> 00:39:52.740
And then when we scroll just a little bit further here on the top, you'll notice the holding status bar. So this indicates that my library does not currently hold this title, but it does show me that eight hundred and sixty- two other libraries Do hold that title. I also can see the OCLC number there.

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Crystal Rodriguez 00:39:54.300 --> 00:40:14.780
And then at the very bottom is the status bar. So this bar is going to let you know what actions you've taken on this record. Also of note is the timer in the left here in the middle left corner connection will time out after forty minutes of inactivity. So.

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Crystal Rodriguez 00:40:15.840 --> 00:40:18.880
To pay attention to that as you're working.

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Crystal Rodriguez 00:40:24.800 --> 00:40:29.680
Okay, when you go ahead and close out of this record.

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Crystal Rodriguez 00:40:36.960 --> 00:40:56.800
Now there's several ways to open the road cat search box. So the first step for copy catalogging is to search for a record. So this time I'm going to go ahead and use the F- two function to open up my search box, and again, we will re- we will cover biblygraphic searching more.

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Crystal Rodriguez 00:40:58.080 --> 00:41:07.280
In the future session entitled bibly graphic searching. So here I'm going to enter a search for a different OCLC number.

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Crystal Rodriguez 00:41:10.880 --> 00:41:13.320
Again, using that number sign.

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Crystal Rodriguez 00:41:17.280 --> 00:41:20.720
And I'm just going to hit enter, you can also click, okay.

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Crystal Rodriguez 00:41:23.680 --> 00:41:31.240
And because I used to OCLC number for my search, I'm just getting that one title and I see that this title is Helling. Hello.

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Crystal Rodriguez 00:41:33.280 --> 00:41:36.360
And that it's not currently held by my library.

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Crystal Rodriguez 00:41:40.320 --> 00:41:58.240
Now if I were looking at this title and I saw that the O- four o- field, actually here it does the O- four o- field, if you'll notice the beginning shows DLC, I mentioned earlier that oftentimes libraries will use that as an indicator for the, their preferred record that indicates that the record is contri.

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Crystal Rodriguez 00:41:58.680 --> 00:42:04.880
By the Library of Congress or a library that is part of the cooperative Catalogging Program.

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Crystal Rodriguez 00:42:09.120 --> 00:42:26.400
Also reviewing this record, we see the O- four, O- five, o- field and the O- eight, two field. So these are the library of Congress LC fields and doing number fields. These can be moved to.

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Crystal Rodriguez 00:42:27.920 --> 00:42:43.920
Or o- nine, two fields that local field option is based on the libraries classification scheme, and those edits are not saved to world cat. Those are those local edits on that working record.

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Crystal Rodriguez 00:42:46.880 --> 00:43:05.000
So if I to show a bit of an edit, if I take this record and I want to copy out the information that's in the OS in the O- five. O, I'm just gonna highlight that. I'm going to go to just copy that just control C.

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Crystal Rodriguez 00:43:05.480 --> 00:43:23.840
And I'm going to hit enter to add an additional field. I'm gonna add an O- nine, o- field and then I'm just gonna control V to paste that information in there. So now when I would export this record, I would have that local field.

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Crystal Rodriguez 00:43:27.880 --> 00:43:39.200
Another option is to add a note field, so I'm going to add a five- ninety note indicating that this record or this title was donated.

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Crystal Rodriguez 00:43:40.640 --> 00:43:49.640
And I'm going to go ahead and put that here under the five twenty just gonna hit enter and start typing out that five ninety.

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Crystal Rodriguez 00:43:51.520 --> 00:43:53.560
And we're gonna add our note.

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Crystal Rodriguez 00:44:08.160 --> 00:44:25.440
And then I also note that this record has some additional six fifty- five fields that my library doesn't use. So I want to remove those. So the easiest way to do that is I'm going to highlight the six fifty- five field and I'm going to go up to the edit menu. Choose the cut.

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Crystal Rodriguez 00:44:25.680 --> 00:44:45.920
Copy paste and I'm going to choose to delete the field. Now I also noted that there is a keystroke of alt delete, so I'm gonna try that this time. I'm gonna use I'm highlighting the six fifty five and I'm going to use the alt- delete field or option and.

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Crystal Rodriguez 00:44:46.640 --> 00:44:52.560
Did remove that field for me? So I'm gonna do that for the remaining six fifty fives.

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Crystal Rodriguez 00:44:55.520 --> 00:45:11.400
And you'll also note that on those fields that I had previously edited. So here where I added the five ninety, you'll note that there's a little triangle that indicates that, that is an edited field. So you can track what edits you're making as you're working within connection.

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Crystal Rodriguez 00:45:14.080 --> 00:45:33.280
Now that I've made the changes that I want, I want to go ahead and ensure that the record is formatted correctly. So I'm going to use the Reformat option, which, which will resort the record and correct some items such as case ISPN, etc. And there is.

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Crystal Rodriguez 00:45:33.320 --> 00:45:53.760
Additional information on our support site on what items are corrected with that reformat. So reformat can be done in a couple different ways. One way is if you have the reformat AUC icon, which is just this R- right here, I can click on that. I also can go to the edit.

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Crystal Rodriguez 00:45:53.760 --> 00:46:14.240
Menu and choose reformat there or I could use control with the R key and you'll note that, that did reformat it moved the five ninety field. That's, it's where it needed to be, but had it needed to be in a different order. It would have removed move that order, but it did, in fact, move the O.

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Crystal Rodriguez 00:46:14.280 --> 00:46:19.400
Nine, o- field down to the correct order in the record.

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Crystal Rodriguez 00:46:22.560 --> 00:46:41.120
So now that I've edited, I want to go ahead and add my library holdings to this record. I'm going to click on action and then holdings and update holdings. Again, there is some shortcut fees that are noted there. I'm just gonna click on.

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Crystal Rodriguez 00:46:41.240 --> 00:46:42.640
Update holdings.

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Crystal Rodriguez 00:46:44.960 --> 00:47:05.440
And as soon as I did that, I see two things happen one, if I look at the holding status at the top, it now says held by TS two, five nine. That's my library symbol, and also at the status at the bottom, I see that the update holding shows as C- for complete. So that's my indication that, that.

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Crystal Rodriguez 00:47:09.920 --> 00:47:25.920
Now my library wants to prefers to export these items. These mark records so that I can then upload them into my local system. So now that I previously had set up the export option, I can do that. I'm going to go to the action me.

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Crystal Rodriguez 00:47:27.200 --> 00:47:31.240
And click on export or I could hit F- five or the icon.

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Crystal Rodriguez 00:47:32.960 --> 00:47:53.440
Now, because I had previously expert, I am getting this option asking me if I want to overwrite or append, I'm going to choose to overwrite so that I only have the record from today, if this is the first time that you've exported a record to that file, you will not get that rec that option there. It'll just go ahead and.

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Crystal Rodriguez 00:47:54.080 --> 00:47:55.880
Write it to that file.

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Crystal Rodriguez 00:47:58.560 --> 00:48:07.200
And I just want to know also that this option sends the record in March. Twenty- one communication to that file destination that you've configured.

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Crystal Rodriguez 00:48:09.440 --> 00:48:29.280
Now, because I'm using a test environment, I want to actually remove my holding from this item in your library may need that as well, if you're reading maybe, you know, maybe the light item is lost or you're no longer going to circulate that item. So you would find the record similar to how we searched.

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Crystal Rodriguez 00:48:30.560 --> 00:48:38.760
And go ahead and click on action and then holdings and I'm going to click delete holdings.

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Crystal Rodriguez 00:48:41.440 --> 00:48:54.680
And now the holdings bar shows no holdings in my library and the Satisfa shows delete holdings the satisfar also does show that export was completed as well.

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Crystal Rodriguez 00:48:59.360 --> 00:49:09.280
And as I've indicated a couple of times, in addition to the menu items, you do have these toolbar icons and keystroke options if you prefer to use those.

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Crystal Rodriguez 00:49:14.080 --> 00:49:21.800
All right, and then now that I've downloaded or I exported that option. So one moment.

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Crystal Rodriguez 00:49:24.960 --> 00:49:43.520
I see that there's a question. Does it make a difference. If you update holdings right away, then edit, or should you always edit the record for your local purposes first and then update you should edit the record first and then update, as long as you plan on exporting that record or, or using.

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Crystal Rodriguez 00:49:43.600 --> 00:50:01.000
That record in your local system, which you wouldn't. I wouldn't imagine that you would want to edit if you weren't planning to do that, so, yeah, because otherwise if you export first your export's not going to show those edits that you had made.

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Crystal Rodriguez 00:50:02.720 --> 00:50:04.720
Hope that help answers.

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Crystal Rodriguez 00:50:08.480 --> 00:50:11.760
Is it better if you update the holding first.

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Crystal Rodriguez 00:50:12.960 --> 00:50:23.640
And then export, no, you would want to edit first and then update the holding, sorry that there was a clarification over here on our end.

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Crystal Rodriguez 00:50:26.180 --> 00:50:45.420
And that would be true. I see the note about not exporting the record, but updating the holdings. So, yes, if you're just, if your goal is just to find that record and ensure that it shows as held in world cat that you don't have to do the edit portion that is optional, if your library needs, those edits.

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Crystal Rodriguez 00:50:46.860 --> 00:50:55.260
Export file or, or to show in your local system, but it is perfectly acceptable to just find that item and Agile Holdings.

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Crystal Rodriguez 00:50:57.540 --> 00:51:00.820
Okay, thank you for those questions.

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Crystal Rodriguez 00:51:04.580 --> 00:51:23.140
And then I did want to show that if I go into my desktop, I'm not sure if you can see my desktop. You can. Okay, if I- if I go to my desktop and I look at that export folder that I created or export file and then that's gonna open and here I.

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Crystal Rodriguez 00:51:23.140 --> 00:51:43.620
I will see the mark record that I exported. So if I click on, okay, that's gonna open up that Mark twenty- one data for that title and it, you'll see that it does have the hell in color and in there would be my five ninety- field. All of this data would be uploaded into your local system.

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Crystal Rodriguez 00:51:45.620 --> 00:51:47.740
You go ahead and close out of that.

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Crystal Rodriguez 00:51:50.660 --> 00:51:59.820
All right, and I'm going to close this record June. You'll note that to do that all I'm doing is clicking on the little X, the in the right corner.

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Crystal Rodriguez 00:52:02.180 --> 00:52:13.820
All right, so I did mention a couple of times the world cuts quick search option so to do that, you do have this quick search bar here.

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Crystal Rodriguez 00:52:15.620 --> 00:52:24.020
So, in addition to the options of the F- two that I've showed, you could just enter in your OCLC number or your ISPN there.

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Crystal Rodriguez 00:52:26.500 --> 00:52:38.500
I'm going to actually use the F- two function this time though, and I'm gonna open up my search bar here or my search box and I'm going to clear out my previous search.

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Crystal Rodriguez 00:52:41.220 --> 00:52:43.900
Not sure where my cursor went.

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Crystal Rodriguez 00:52:46.980 --> 00:52:57.420
Sorry, technology's a little tricky sometimes I'm trying to find that cursor. Oh, there it is. Okay, cookings clear her.

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Crystal Rodriguez 00:52:59.780 --> 00:53:14.140
So here I'm going to search an ISPN number and I'm gonna do that here in this command line search and with the ISPN, there's no need for any index or you can use the BN index, but it's not required.

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Crystal Rodriguez 00:53:21.540 --> 00:53:29.860
And I'm going to go ahead and just click enter Nope, I must have typed something incorrectly check that number one. Second.

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Crystal Rodriguez 00:53:33.700 --> 00:53:35.940
Four, seven, eight.

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Crystal Rodriguez 00:53:37.540 --> 00:53:41.780
They got missing a number. Yes, one, four, seven, five.

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Crystal Rodriguez 00:53:44.580 --> 00:54:03.780
There we go. So by searching here, I'm still searching for a book about Helen Color, but I get several results here and that's because I'm not using that in that OCLC number search. I'm using the ISPN search, which is on several.

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Crystal Rodriguez 00:54:03.860 --> 00:54:22.660
Records and connection, if you have anywhere from six to a hundred records, connection will return a truncated list and you'll note that in the status at the top in the search bar, it does mention that this is a world pack trunkated list.

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Crystal Rodriguez 00:54:25.580 --> 00:54:29.020
Going to go ahead and close out of this and show another search.

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Crystal Rodriguez 00:54:33.220 --> 00:54:35.700
Clearing that previous search here.

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Crystal Rodriguez 00:54:37.700 --> 00:54:49.060
And I'm going to search using the title index. I'm searching the word connection, and then I'm just going to add a qualifier for the year.

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Crystal Rodriguez 00:54:51.140 --> 00:55:06.260
And here you'll note I actually get ninety- three records, but again, this is a truncated list. Let's just demonstrating that if you get that six to hundred titles, returned records return, then you'll get a truncated list.

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Crystal Rodriguez 00:55:08.420 --> 00:55:27.460
And also here you'll again, you'll- you'll notice that in the search index, you see the TI colon connection and year two thousand three and I see there is a question, is it possible to set to always show brief record list.

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Crystal Rodriguez 00:55:28.900 --> 00:55:31.540
No, I do not believe that's possible.

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Crystal Rodriguez 00:55:33.420 --> 00:55:46.140
You're only gonna get that brief record list, if you have less than six titles now, what will happen. I'm gonna demonstrate in a moment if you have more than a hundred, you'll get groupings and I will show that briefly.

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Crystal Rodriguez 00:55:49.380 --> 00:56:08.580
So in this list here, in my truncated list, if I want to just look look at one single title, I will go ahead and find that title and I will just double click on that title, so I want to look at this Spanish title here. So I'm gonna double click that. You also can just click on it and hit enter.

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Crystal Rodriguez 00:56:08.660 --> 00:56:11.620
And that opens just that record.

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Crystal Rodriguez 00:56:13.700 --> 00:56:34.180
And then you can use the navigation bars at the top to move throughout the records. So this isn't necessarily the record I wanted. So I want to go ahead and look at record number twenty- three. So you'll note that I'm looking at twenty- two out of ninety three. So if I use my navigations, I'm now looking at twenty- three of ninety- three.

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Crystal Rodriguez 00:56:34.820 --> 00:56:39.540
And then twenty- four et cetera and then I can also go back as well.

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Crystal Rodriguez 00:56:41.220 --> 00:57:01.060
So that's gonna allow me to move through that list. I'm going to close this record by clicking on the little X there and that takes me back to my truncated list. Now if I want to look at a series of records in this truncade list, let's say that I only want to see records seventeen through twenty. I'm going to.

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Crystal Rodriguez 00:57:01.060 --> 00:57:21.540
Click on the first record, and then I'm going to hold the shift key and click on that fourth record and note that, that highlights all four of the records, then I'm gonna press enter and note that record number seventeen of ninety three is open for me, and I don't have.

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Crystal Rodriguez 00:57:21.740 --> 00:57:41.500
Option to go back because seventeen is the first one I opened, but I can go forward using those navigation bars navigation tool there, and I can look at the other records that I opened, and then I can also go back to the previous one as well. So, again, closing out of that.

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Crystal Rodriguez 00:57:43.300 --> 00:58:02.500
And then the last option within this trunky list that I wanted to show is the ability to open several records that are not in a sequence. So let's say that I want to look at record seventeen Fort Forty and forty- five So to do that, I'm going to first.

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Crystal Rodriguez 00:58:02.620 --> 00:58:22.980
Highlight record seventeen, then I'm going to press and hold the control key while clicking on the other records that I want to open and I'm gonna hit enter here and note that record seventeen opens, and then when I use my navigation, I'm looking at forty and forty.

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Crystal Rodriguez 00:58:25.540 --> 00:58:30.060
So that just gives you some options for viewing within that list there.

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Crystal Rodriguez 00:58:33.860 --> 00:58:51.780
I see a question in your results list, It would be helpful to others to show how to add columns. The holdings number is important when trying to choose a record. Yes, that is actually very helpful tool that is something that we will show in a future class, but I'm happy to quickly show that if, when.

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Crystal Rodriguez 00:58:51.900 --> 00:59:12.100
In your list here, if you right, click you get the option for list settings and there is where you can choose which items you want to show in your column. I believe that's what you're referring to Lisa, if not please indicate in the chat. okay.

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Crystal Rodriguez 00:59:12.500 --> 00:59:17.740
But we do go in a little in- depth in that, in a further class as well, but thank you for bringing that up.

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Crystal Rodriguez 00:59:21.220 --> 00:59:35.260
All right, so there is also an option to navigate, sorry, navigate between records and lists without closing the record to do that. You're gonna use your window menu, so I still have my truncated list open.

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Crystal Rodriguez 00:59:37.860 --> 00:59:45.420
And I'm going to go to Windows and when I do that, I see my truncated list here.

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Crystal Rodriguez 00:59:46.860 --> 01:00:07.300
I'm going to actually before I do that, I'm gonna open up a record and I'm not going to close this record so I've got a record open and then behind that I have my list. So now if I go to Windows, I see that the record is checked, but then I have the option of clicking on the list and then that just jumps me.

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Crystal Rodriguez 01:00:07.380 --> 01:00:09.220
Back to the list.

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Crystal Rodriguez 01:00:14.980 --> 01:00:16.220
All right.

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Crystal Rodriguez 01:00:18.180 --> 01:00:38.020
Now if I want to prevent this record from closing and let's say I want to be able to compare two records, I can use the PIN option. So I'm not going to close the record that I have here that I've just opened. I'm gonna stay on my truncated list, but I'm going to choose to also.

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Crystal Rodriguez 01:00:39.160 --> 01:00:45.600
Number sixteen, I'm gonna double click on that and open that up, and now when I go to window.

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Crystal Rodriguez 01:00:47.480 --> 01:00:55.960
I should see... well, I see number sixteen because I didn't pin this. So now I'm going to actually pin this record.

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Crystal Rodriguez 01:00:57.040 --> 01:00:58.880
To do that.

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Crystal Rodriguez 01:01:00.920 --> 01:01:05.960
Going to go to view and then click on pinned.

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Crystal Rodriguez 01:01:07.920 --> 01:01:11.240
And that should have been up. I'm trying to get that.

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Crystal Rodriguez 01:01:15.600 --> 01:01:18.880
Yes, so now if I go back to my list.

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Crystal Rodriguez 01:01:21.360 --> 01:01:24.400
I can go ahead and open up another record.

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Crystal Rodriguez 01:01:26.480 --> 01:01:46.320
And now when I go to window, I see my list, my PIN record and the record that I just opened, and then I have several options to view those side by side. I can either cascade them look at them horizontally or vertically. I'm going to go ahead and choose to look at those vertically, and now I.

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Crystal Rodriguez 01:01:46.960 --> 01:02:06.800
All three of those options together. I personally am gonna go ahead and close my truncated list and I'm gonna move my two titles next to each other, and this is helpful in case maybe your library wants to copy and paste from one title into another or you just want to make a side by- side comp.

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Crystal Rodriguez 01:02:08.080 --> 01:02:12.040
And as you see, you could add additional pin titles as well.

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Crystal Rodriguez 01:02:18.320 --> 01:02:20.400
I'm going to.

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Crystal Rodriguez 01:02:21.560 --> 01:02:42.000
Go ahead and demonstrate here. So you can also, as I mentioned, you could copy and paste so I could go ahead and let's say that I like this six fifty here, maybe I want, I'm going to put that in the other record. I can go ahead and highlight that Six fifty choose the action. Nope, sorry, the edit cut.

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Crystal Rodriguez 01:02:42.080 --> 01:03:00.760
Copy paste and I'm gonna copy that whole field and then I want to jump over here and maybe I want to put that next to this one. I'm going to hit enter and then choose the same under edit cut copy paste and then I'm gonna copy that field or sorry, paste that field.

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Crystal Rodriguez 01:03:08.960 --> 01:03:11.040
Sure what I did there.

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Crystal Rodriguez 01:03:13.360 --> 01:03:17.560
Ah, insert, so I'm gonna insert the field.

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Crystal Rodriguez 01:03:24.520 --> 01:03:26.280
That didn't do it.

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Crystal Rodriguez 01:03:28.080 --> 01:03:36.800
I, I see what I did. I actually copied that entire that blank field instead of copying the entire line there.

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Crystal Rodriguez 01:03:43.440 --> 01:03:47.280
And Derek, I was able to paste that in. I apologize for that.

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Crystal Rodriguez 01:03:51.120 --> 01:03:59.680
Okay, so that's just one use for that ability to pin those records and see those side by side.

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Crystal Rodriguez 01:04:00.720 --> 01:04:04.640
And then when finished, I'm gonna go ahead and just close those.

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Crystal Rodriguez 01:04:05.840 --> 01:04:06.960
Okay.

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Crystal Rodriguez 01:04:10.960 --> 01:04:20.320
All right, so a very useful tool within connection is the help options. I want to go ahead and demonstrate some of those for you.

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Crystal Rodriguez 01:04:21.840 --> 01:04:28.480
One of the best options to use is the Mark field help. So I'm going to open up a record.

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Crystal Rodriguez 01:04:32.720 --> 01:04:36.760
It's gonna search for an OCLC number.

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Crystal Rodriguez 01:04:44.880 --> 01:05:03.440
Okay, enter and that opens up that record for me now. I'm going to go down and go down to the five, O- five, five field and I'm gonna position my cursor on that Five o- five and use the right click and I'm gonna choose.

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Crystal Rodriguez 01:05:03.720 --> 01:05:05.600
Mark Field help.

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Crystal Rodriguez 01:05:07.000 --> 01:05:27.120
When I do that, that opens up the bibly graphic standards and formats for that field, which will help me learn a little more on what the rules are for that field. What that field, What the subfields are, and if you scroll all the way down to the bottom on one of these, you'll also see the last time that, that was edited, so you can see.

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Crystal Rodriguez 01:05:27.800 --> 01:05:38.760
What that version is, and you can do that with any of the mark fields the variable fields within connection.

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Crystal Rodriguez 01:05:40.200 --> 01:05:43.080
Go ahead and open up my connection for you again here.

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Crystal Rodriguez 01:05:48.240 --> 01:05:49.760
And then.

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Crystal Rodriguez 01:05:51.440 --> 01:06:11.280
You also can search for the billygraphic standards help Mark help on the fixed fields as well. Those each are hyperlinked if you have them showing at the top or bottom. So to see that, I would just click on one of those. I'm going to click on the encoding level and again, that.

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Crystal Rodriguez 01:06:11.920 --> 01:06:14.800
Right to the mark field help.

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Crystal Rodriguez 01:06:17.080 --> 01:06:20.040
It takes me to the big graphic Starance and formats on that.

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Crystal Rodriguez 01:06:21.520 --> 01:06:24.240
Okay, and then going back to my connection.

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Crystal Rodriguez 01:06:29.880 --> 01:06:46.480
So, in addition to those, the Mark Field Health, there are also some helpful links within connection. Those are all found in the health menu. So if I click on help, I can click on client help and that's going to take me directly to.

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Crystal Rodriguez 01:06:46.600 --> 01:06:53.800
Our documentation on connection client. It's taking a moment there. You should be seeing the website.

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Crystal Rodriguez 01:06:55.440 --> 01:07:02.560
And you'll be able to navigate through that help documentation to find the answer. You want, you can also do a search here as well.

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Crystal Rodriguez 01:07:08.240 --> 01:07:24.240
Also within the help documentation, if we go to the useful web links, again, there's that OS, that client documentation, same thing we just looked at there is the direct link into the Billy Graphic formats and standards if you need to get to that.

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Crystal Rodriguez 01:07:27.440 --> 01:07:44.720
There is also the view change request form. Now I do want to point out that if you're using two point six three, this may not work the same way that mine does. So therefore, if you do find that you need to request a change to a Mark record, you would just.

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Crystal Rodriguez 01:07:44.760 --> 01:07:56.400
Email our quality control team at bid change at OCLC dot org and their information is in the learner guide, but I'm going to go ahead and also put that in the chat for you.

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Crystal Rodriguez 01:07:58.800 --> 01:08:18.000
But if you are using three point one and you click on that, that will actually bring up a form for you to fill out. So if you click click on the record change request, I'm going to go ahead and do that. It should bring up a form that you could fill out that would then go directly over to our billographic change team.

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Crystal Rodriguez 01:08:18.680 --> 01:08:30.279
Just takes a moment just bringing that up and so you can input some information here, and then that would get sent over to them for them to review that record.

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Crystal Rodriguez 01:08:35.920 --> 01:08:53.200
All right, so going back over to that, help a couple of other useful tools going to that help menu and the useful web links the OCLC systems alert that's going to open up to our website on systems alerts. It's gonna let you know.

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Crystal Rodriguez 01:08:53.240 --> 01:09:13.680
If any of our systems are experiencing any issues or if there's any plan to maintenance for those systems. So if you ever are having any issues with connection and you wanted to make sure it's not a system wide update or issue, you can go there, just a sign- up with that though if you are having any issues, even if it.

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Crystal Rodriguez 01:09:13.880 --> 01:09:34.799
Show that it's a system known issue. Please do send an email to our support team at supported OCLC dot org because they do want to keep track of those and be able to follow up with you when that issue is resolved, but that's still a, it's a good tool to have to be able to look at if you're wondering, if that's part of the issue.

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Crystal Rodriguez 01:09:38.640 --> 01:09:55.280
And then also in this area is the, if you're going to help in the useful web links, again, go to the access and authorization form. So this form is what is used to request new authorization numbers or changes or.

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Crystal Rodriguez 01:09:57.240 --> 01:10:15.760
You do want to go ahead and continue to click through this form. Click on next as in each step and then make sure that you get a, thank you for submitting and what will happen with that form. Once you've completed that is, it will then go to our order services team and within a few days, they'll get back with you with those.

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Crystal Rodriguez 01:10:15.760 --> 01:10:28.480
Those changes or the new authorization, if that's what you've requested, and if you have any questions on that, you can also reach out to them that order services team at orders at OCLC dot org.

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Crystal Rodriguez 01:10:29.880 --> 01:10:35.280
That's also how you would contact if you were needed to have a list of your authorization numbers as well.

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Crystal Rodriguez 01:10:36.280 --> 01:10:56.720
All right, and then the last useful web link I wanted to show here was if you go to the help menu and then you'll see the contact support. So if you click on that, that brings up a box for you to be able to fill in information and that will go directly to our support team. So.

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Crystal Rodriguez 01:10:58.000 --> 01:11:08.720
If you're working within connection and you don't want to have to step out of connection to be able to contact support, you can just click on that help contact support to be able to contact them directly.

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Crystal Rodriguez 01:11:12.520 --> 01:11:21.360
I'm gonna go ahead and close out of this and there's that learner guide that show up in mentioning. Okay.

218
Crystal Rodriguez 01:11:23.400 --> 01:11:33.800
So we've had a couple of questions come through. I'm gonna give this a moment here to see if anybody has any additional questions. I don't see any pending.

219
Crystal Rodriguez 01:11:41.960 --> 01:11:47.040
I don't see any pending questions, so I'm gonna go ahead and ask you all a few questions.

220
Crystal Rodriguez 01:11:51.560 --> 01:12:08.840
So my first question here is where can you enter a default authorization and set up and set up start options for connection client. I'm going to open up a poll for you. So go ahead and indicate your answer on there. And I do see that a question came in. I'll get.

221
Crystal Rodriguez 01:12:09.560 --> 01:12:10.880
Just a moment.

222
Crystal Rodriguez 01:12:22.920 --> 01:12:42.760
Okay, like most of you had the opportunity to answer this question here and the answer to that is, you're gonna go to the tools and then the options and before I move on to my next question, I want to address the question that was asked. So what's the difference between the option to update holdings and the option to produce and update holdings.

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Crystal Rodriguez 01:12:42.840 --> 01:13:03.240
Good question, so update holdings is just going to add your libraries holdings. It's not going to make any changes or anything to the actual bibograph, the world cat record itself, the produce and update holdings used to create a card.

224
Crystal Rodriguez 01:13:04.760 --> 01:13:23.720
An actual card and update those holdings. We don't do that anymore. So really that produce an update holdings is going to do the same thing as just the update holdings, what you do need to be careful of is your replace option that's going to change the bibly graphic record itself. The world.

225
Crystal Rodriguez 01:13:23.720 --> 01:13:38.760
Cat record itself. So if you were to use the replace option, that's changing the world cat record or all librarians that are searching that record in world cap. It's not making that local change.

226
Crystal Rodriguez 01:13:41.000 --> 01:13:53.640
Okay, looks like maybe there's another question when you talk about the setup to default file for connection expert again. Yeah, I can show that again. Let me go ahead and go back into connection.

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Crystal Rodriguez 01:13:55.720 --> 01:14:04.120
Opening up connection here. So the first part of that setup is you want to make sure that you have the.

228
Crystal Rodriguez 01:14:06.800 --> 01:14:25.800
So what I did to start is I went to my desktop and you could put this anywhere on your computer, but I created a desktop folder. I went to the desktop and I created a folder called Export, but if you don't have that, what's gonna happen is then you, when you go to connection, you're going to be.

229
Crystal Rodriguez 01:14:25.800 --> 01:14:46.920
Led to choose that. So again, that option is set up under tools options and then we're gonna go to export and here I want to create a destination. I'm choosing file. There are some other options as I mentioned. Those are gonna be mention.

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Crystal Rodriguez 01:14:47.120 --> 01:15:07.320
In the documentation and they will be discussed in future classes a little further. I'll point out the OCLC gateway export is the option that allows you to export directly into your local system. I know a lot of libraries do use that as well, but I'm going to, to choose the file, so I click file and then, okay.

231
Crystal Rodriguez 01:15:08.040 --> 01:15:09.800
And then I get navigation.

232
Crystal Rodriguez 01:15:11.880 --> 01:15:31.720
Is that a word or itself format file? It is a dot dat format. So I do need to backup. I apologize, I didn't actually create that file. I, I went to, let me just go ahead and remove this real quick. I'm gonna pretend that. I don't have a.

233
Crystal Rodriguez 01:15:31.880 --> 01:15:52.200
And I'm gonna create a new one, so I'm going to click on create file. Okay, and then notice it, it automatically looks for export data files or dot dat files. So I want that to go to my desktop. I'm gonna choose desktop. I'm not gonna choose.

234
Crystal Rodriguez 01:15:52.280 --> 01:16:12.680
The file that I already have. I'm Gonn, like, I'm doing a new one. I'm gonna call that export two, so once I name that file, it's automatically choosing it as a dot dot file. I click open, I get the export destination. I click, okay, and now it shows as my primary default destination.

235
Crystal Rodriguez 01:16:12.680 --> 01:16:26.280
I'm gonna click apply and then close. So that's setting up that destination. Great, looks like that. Answer your question. Thank you for the question. I appreciate it. All right, and then.

236
Crystal Rodriguez 01:16:30.680 --> 01:16:47.880
So then I'm gonna go back over to my questions for you here, let's see, so we answer the first one, so you would enter default authorization and set up start options within connection client at the tools and then option menu. All right, so.

237
Crystal Rodriguez 01:16:47.880 --> 01:17:08.360
So this is a little fun with this or that question here. So for this one, what I would like you to tell me is which photo indicates the correct menu order for copy catalogging, which of those menus would you use for copy cataloging? I'm going to go ahead and open the poll for you. So is that photo A.

238
Crystal Rodriguez 01:17:08.520 --> 01:17:28.840
Which indicates that you would find a record using the view menu and then edit the record using edit set holdings using edit or is it B, which is finding the record using catalogging edit the record using the edit menu and then set holdings or.

239
Crystal Rodriguez 01:17:29.120 --> 01:17:30.960
Using the action menu.

240
Crystal Rodriguez 01:17:34.600 --> 01:17:48.880
All right, I think maybe that poke is still running. It looks like that looks like maybe it closed a little too quickly, but I see some answers coming in so that is section that is option B- you're gonna use the catalogging the edit and the action menu.

241
Crystal Rodriguez 01:17:53.160 --> 01:18:11.080
All right, and then my last question for you is, if you edit a record in connection, the changes that you make are automatically reflected on the Roadcap record for others to use, is that it true or false, And let me open up that poll for you.

242
Crystal Rodriguez 01:18:32.200 --> 01:18:52.040
Looks like most of those most y'all had a chance to answer that, and yes, that is false again, just a reminder that those, that edit you're working with a local record, a local copy of that record. So those changes, as long as you do not replace the record are not going to app.

243
Crystal Rodriguez 01:18:52.360 --> 01:18:55.160
To the primary world. Cut record.

244
Crystal Rodriguez 01:18:57.160 --> 01:19:08.720
All right, so just opening up the floor for any additional questions or anything else that you would like me to re- review? I do have time for that if anyone would like.

245
Crystal Rodriguez 01:19:13.160 --> 01:19:17.840
I'm just gonna give it a moment or two here. Give me a chance to type in any questions. You may have.

246
Crystal Rodriguez 01:19:34.920 --> 01:19:54.760
Will I receive a recording? Yes, you will receive a recording of this record of this class. I, I will send that out to everyone who registered and the recording will also be made available on our help site on where you would, where you initially signed up for this training Lisa? No, there is no additional cost for.

247
Crystal Rodriguez 01:19:54.840 --> 01:20:06.320
Authorization numbers, your library can have as many authorizations as you need first staff, in fact, we generally recommend that each staff member do have their own authorization number.

248
Crystal Rodriguez 01:20:13.320 --> 01:20:33.160
While I'm waiting to see if any more questions come in. I'm just gonna go ahead and provide a little information for about our support team. I've mentioned them a few times. You can reach out to them at support at OCLC dot org, or if you go to our help site, you can find information on reaching out to your connection. I'm sorry to your regional support.

249
Crystal Rodriguez 01:20:34.080 --> 01:20:45.240
Here's the phone number for them as well. I do see a question came in. Let me see here. Any estimate on how long OCLC will continue to support connection client. No.

250
Crystal Rodriguez 01:20:46.600 --> 01:21:07.080
There's no time there's, there's no current plan for connection client to go away. We are, as I mentioned at the beginning of the class, we are, we just not that long ago came out with connection three point one. So there's no foreseeable current plan I will say that a lot of LIBRA.

251
Crystal Rodriguez 01:21:08.540 --> 01:21:28.980
My record manager, especially if they are using World Chair Management services. You can learn, you can use record manager in conjunction with connection if your library is interested in learning about it, if you have questions about record manager and how to gain access to that, please send an email to.

252
Crystal Rodriguez 01:21:29.060 --> 01:21:44.580
Orders at OCLC dot org and they can send you that form for requesting that and the, the key part there is, you can use both the save files are the same and we'll talk more about say, files in future classes as well, but that's a good question.

253
Crystal Rodriguez 01:21:47.540 --> 01:21:50.660
I know it's a common question, actually.

254
Crystal Rodriguez 01:21:53.300 --> 01:22:12.500
All right, still leaving the floor open for any additional questions, Just gonna move on and give you guys our training information, if you have questions specifically about the training that I've delivered today, you can reach us at training at OCLC dot org, also I'll just point out that when this session is over, you will.

255
Crystal Rodriguez 01:22:13.340 --> 01:22:27.260
To a survey, we would really appreciate your feedback on today's session, so it shouldn't take more than a couple of minutes to do that, but it does help us to ensure that we're giving the best training possible.

256
Crystal Rodriguez 01:22:30.420 --> 01:22:36.420
And with that, I'm just gonna give you all a few more moments to make sure there's no additional questions Quickling in.

257
Crystal Rodriguez 01:22:37.500 --> 01:22:57.940
Assuming that there are no questions I will stop the recording in just a moment and go from there, but I do see a question question about the online safe file, go ahead and ask it. I will say that we're gonna that that'll be spoken about in- depth and a future class, but feel free to ask. Can you edit the icons that.

258
Crystal Rodriguez 01:22:57.980 --> 01:23:00.020
Show on the toolbar. Yes.

259
Crystal Rodriguez 01:23:01.140 --> 01:23:21.620
We will go into that in the fourth module connection training, but I can also send you some documentation directly Heather, on that information and you could get to it through the connection client documentation that I showed at the beginning of class as well. All right, seeing question here.

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Crystal Rodriguez 01:23:22.260 --> 01:23:42.060
All right, does that destination need to be set up manually? like the ex? No, that destination does not need to be set up manually. The online say file. No, that's a, it's a, it's just a default of connection. It does not need to be set up now if you choose to use a local save file, then yes.

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Crystal Rodriguez 01:23:42.220 --> 01:23:45.500
And again, that will be discussed in that future class.

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Crystal Rodriguez 01:23:47.860 --> 01:24:07.700
And then let's see, is there a way to print a local safe file list, not the record, but the list. I don't know for sure. Let me check on that. I think that there is... let me go quickly here, and then this, this is a little outside of the scope for today's class. So please keep in mind that we will.

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Crystal Rodriguez 01:24:08.140 --> 01:24:15.100
This in a future class, but let's see here, I went ahead and got to my local file.

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Crystal Rodriguez 01:24:16.660 --> 01:24:25.300
I admit this is something I have not thought about in a while. So let's see if I'm able to.

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Crystal Rodriguez 01:24:28.900 --> 01:24:46.740
So I'm not seeing that option. Let me get back to you with that. Melanie just to be to be sure if it's a few titles like this, you could do a screenshot, but generally there's more than just a few titles, but I'll look at that. I, I cannot recall honestly.

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Crystal Rodriguez 01:24:49.940 --> 01:24:52.220
Will test that out and get back with you though.

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Crystal Rodriguez 01:24:55.700 --> 01:25:14.260
Okay, oh, it looks like one of my colleagues actually did answer that you should be able to go. Once you have that file open, you should be able to go to file and print. Let me see here if, once you've got the local file open local safe file open and.

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Crystal Rodriguez 01:25:14.500 --> 01:25:22.060
The one menu I didn't look at. So, yes, file print. Thank you to my colleague Mindy for answering that for me.

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Crystal Rodriguez 01:25:26.420 --> 01:25:31.940
All right, any other questions on the material that we showed today?

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Crystal Rodriguez 01:25:37.940 --> 01:25:40.860
And Melanie, you're welcome, happy to do that.

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Crystal Rodriguez 01:25:43.700 --> 01:26:02.900
Okay, while we're waiting, it looks like I think we're probably pretty good with questions, but just a reminder to look at that learner guide that I included at the beginning of the chat within there there's additional links to documentation our documentation is very robust if you have, if you're not finding the answer there.

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Crystal Rodriguez 01:26:03.060 --> 01:26:07.100
You can always reach out to our support team as well.

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Crystal Rodriguez 01:26:08.660 --> 01:26:27.900
So with that, I think we're probably looks like we're pretty good on questions. So I'm assuming that there's nothing else. I'm gonna go ahead and give you all back about twenty minutes in your day and I really do appreciate everyone. Oh, wait, can you repost the link? Yes, let me do that.

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Crystal Rodriguez 01:26:30.420 --> 01:26:43.900
It is right here. It is available on our help site and just as I know with that being available in our help site, any edits to that will be viewed viewable in the future. It'll just, you'll see it anytime you go to that link.

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Crystal Rodriguez 01:26:45.780 --> 01:26:53.060
Awesome, all right, well with that, I'm going to go ahead and prepare to stop the recording here.

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Crystal Rodriguez 01:26:54.860 --> 01:26:57.540
Thank you