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About using menu commands and equivalent keystrokes or toolbar buttons
Catalog in Connexion client by clicking commands on a menu, pressing an equivalent keystroke combination, clicking an equivalent default or user-assigned toolbar button, or, for some functions, or using a quick tool to interact with the client and the OCLC system.
Besides the command name, client menus display:
- To the right of the command, the equivalent keystroke shortcut, if provided or assigned.
Note: If you assign new key shortcuts, the client menus display the new keystrokes next to the equivalent commands. - To the left of the command, the icon for the equivalent toolbar button, if the command has a button.
- Underlined letters in menu and command names indicating hot keys. See more below about displaying hot keys.
If menu items are not allowed, both the command and the equivalent toolbar button (if on the toolbar) are grayed out.
Note: For commands that display associated toolbar buttons and that toggle a feature on or off, the current selection is indicated by the highlighted icon, while other possible selections are grayed out.
Example: For View > OCLC Fixed Field, if Top is selected, the icon for Top is highlighted, while the icons for Bottom and Display as Variable Field are grayed out.
If you attempt to use the keystroke shortcut for an unavailable command, you cannot tell that the item is unavailable unless your workstation has a sound card and speakers or headphones. If you have these, the client beeps if you attempt a keystroke that is unavailable.
Example: If the cursor is in field 245, Control Headings > Single on the Edit menu is grayed out, as is the equivalent toolbar button, since controlling a heading is not available for a 245 tag. If you press the keystroke shortcut <F11> for Control Headings > Single, the client beeps if your workstation has a sound card and you are using speakers or headphones.
If you download, install, and use RLIN21 Arabic, Cyrillic, Hebrew, and/or Latin keyboards, see a note on conflicts between default keystrokes in the client that include <Alt>, <Ctrl><Alt>, and <Ctrl><Alt><Shift> and keystroke shortcuts for the RLIN21 keyboards.
Connexion client menus
The following tables list each command for each menu in order as they appear in the client, along with:
- Equivalent toolbar buttons
- Default keystroke shortcuts and access keys (also called hot keys) for each command
- Brief descriptions of the functions of a command
- Equivalent quick tool, if provided
Note: An asterisk (*) next to a toolbar button indicates that the button appears on the default toolbar. A double asterisk (**) next to the name of a menu item indicates that an equivalent quick tool displays on the toolbar by default.
File menu
- File menu commands - Table
-
File menu item Toolbar
buttonDefault keystrokes and access (hot) keys Use to... Logon * <Ctrl><F1>
Or
<Alt><F><L>Connect to OCLC Connexion. Logoff * <Alt><F1>
Or
<Alt><F><G>Disconnect from Connexion. Print * <Ctrl><P>
Or
<F12>
Or
<Ctrl><F8>
Or
<Alt><F><P>Print a displayed record. Print List * <Shift><F12>
Or
<Alt><F><N>Print a displayed list. Print Label(s) <Shift><F10>
Or
<Alt><F><B>Print a label for a record or for multiple records selected in a list without first displaying the label (if offline, print labels immediately or print in batch mode). Print Accessions List <Alt><F><A> Print local accessions lists for displayed local bibliographic records or workforms or for selected records in a local bibliographic save file list. Local File Manager <Alt><F><F> Open the local file manager to create local files for offline cataloging. The client automatically creates default local files for all available types: - Local bibliographic save file
- Local bibliographic constant data file
- Local authority save file
- Local authority constant data file
Import Records <Alt><F><I> Import bibliographic and authority records from your local system or from offline services into Connexion. Click buttons to select options for imported records: - MARC-8 (default), Dublin Core Qualified, or Dublin Core Simple record standard
- MARC-8 or UTF-8 Unicode character set (UTF-8 Unicode is always set for export in Dublin Core)
- Apply default constant data
- Assign a My Status (bibliographic records only)
Exit
Or
in the upper-right corner of the main window<Alt><F4>
Or
<Alt><F><X>Close Connexion client. *Button is included on the default client toolbar.
Cataloging menu
- Cataloging menu commands - Table
-
File menu item Toolbar
buttonDeafult keystrokes and access (hot) keys Use to... Search >
WorldCat*** <F2>
Or
<Alt><C><S><W>Search for bibliographic records using command line (full search syntax) or guided searching using the following types of searches: - Keyword
- Numeric
- Derived
- Browse (index scan)
WorldCat Quick Search tool Quick tool alternative to using the Search WorldCat command. Type a command line search or browse, and click the icon.
Search >
Online Save File* <Ctrl><F3>
Or
<Alt><C><S><S>Search for bibliographic records in the online save file. Search >
Online Constant Data<Ctrl><N>
Or
<Alt><C><S><D>Search for bibliographic constant data records online. Search > Local Save File * <F3>
Or
<Alt><C><S><L>Search a specified local save file for bibliographic records. Search > Local Constant Data <Ctrl><L>
Or
<Alt><C><S><C>Search a specified local constant data file for bibliographic constant data. Browse >
WorldCat* <Ctrl><F2>
Or
<Alt><C><B><W>Browse an index. Create >
Single Record >
Books<Ctrl><Shift><B>
Or
<Alt><C><C><S><B>Display a Books workform. Create >
Single Record >
Computer Files<Ctrl><Shift><P>
Or
<Alt><C><C><S><P>Display a Computer Files workform. Create >
Single Record >
Continuing Resources<Ctrl><Shift><L>
Or
<Alt><C><C><S><N>Display a Continuing Resource workform (formerly called Serials; includes both serials and integrating resources material types). Create >
Single Record >
Maps<Ctrl><Shift><M>
Or
<Alt><C><C><S><M>Display a Maps workform. Create >
Single Record >
Mixed Materials<Ctrl><Shift><I>
Or
<Alt><C><C><S><I>Display a Mixed Materials workform. Create >
Single Record >
Scores<Ctrl><Shift><C>
Or
<Alt><C><C><S><C>Display a Scores workform. Create >
Single Record >
Sound Recordings<Ctrl><Shift><R>
Or
<Alt><C><C><S><R>Display a Sound Recordings workform. Create >
Single Record >
Visual Materials<Ctrl><Shift><V>
Or
<Alt><C><C><S><V>Display a Visual Materials workform. Note on creating single bibliographic records: By default, the workforms that open are based on AACR2 when you use the Create commands described above. You can set an option to open workforms based on RDA instead. The setting also applies to creating bibliographic constant data. Create >
Constant Data<Ctrl><Shift><N>
Or
<Alt><C><C><C>Create a constant data record containing often used data to apply to bibliographic records. Show >
By Online Save File Status<Ctrl><O>
Or
<Alt><C><H><S>Retrieve records from the online bibliographic save file by workflow, action, and/or source statuses. Show >
By Local Save File Status<Alt><C><H><L> Retrieve records from the local bibliographic save file by workflow, action, and/or source statuses. Show >
Default Online Constant Data<Ctrl><Shift><F>
Or
<Alt><C><H><C>Display the current default online constant data record. Show >
Default Local Constant Data<Alt><C><H><D> Display the current default local constant data record. *Button is included on the default client toolbar.
**Quick tool appears on the toolbar by default.
Authorities menu
- Authorities menu commands - Table
-
File menu item Toolbar
buttonDeafult keystrokes and access (hot) keys Use to... Search >
LC Names and Subjects* <Shift><F2>
Or
<Alt><U><S><A>Search online for Library of Congress (LC) name and subject authority records. Search > LC Names and Subjects History <Alt><U><S><H> Search online for superseded LC authority records (read-only access). Search >
Online Save File* <Alt><F3>
Or
<Alt><U><S><S>Search for authority records in the online save file. Search >
Online Constant Data<Ctrl><Shift><H>
Or
<Alt><U><S><D>Search for authority constant data records online. Search >
Local Save File<Shift><F3>
Or
<Alt><U><S><L>Search for authority records in a specified local save file. Search >
Local Constant Data<Alt><U><S><C> Search for authority constant records in a specified local constant data file. Browse > LC Names and Subjects * <Alt><F2>
Or
<Alt><U><B><A>Browse (scan indexes) for Library of Congress names and subjects authority records. Browse > LC Names and Subjects History <Alt><U><B><H> Browse for superseded LC authority records (read-only access). Create >
Single Record >
Blank Record<Ctrl><Shift><K>
Or
<Alt><U><C><S><B>Display a blank authority workform. Create >
Single Record >
Conference Name<Alt><U><C><S><N> Display a Conference Name authority workform. Create >
Single Record >
Corporate Name<Alt><U><C><S><O> Display a Corporate Name authority workform. Create >
Single Record >
Geographics<Alt><U><C><S><G> Display a Geographics authority workform. Create >
Single Record >
Personal Name<Alt><U><C><S><P> Display a Personal Name authority workform. Create >
Single Record >
Series<Alt><U><C><S><S> Display a Series authority workform. Create >
Single Record >
Uniform Title<Alt><U><C><S><U> Display a Uniform Title authority workform. Note on creating single authority records: By default, the workforms that open are based on AACR2 when you use the Create commands described above. You can set an option to open workforms based on RDA instead. The setting also applies to creating authority constant data. Create >
Constant Data<Ctrl><Shift><Q>
Or
<Alt><C><C>Create a constant data record containing often used data to apply to authority records. Show >
By Online Save File Status<Alt><U><H><S> Retrieve records from the online authority save file by workflow status. Show >
By Local Save File Status<Alt><U><H><L> Retrieve records from the local authority save file by workflow status. Show >
Default Online Constant Data<Ctrl><Shift><O>
Or
<Alt><U><H><C>Display the current default online constant data record. Show >
Default Local Constant Data<Alt><U><H><D> Display the current default local constant data record. Show > LC Distributed Version <Alt><U><H><V> With a superseded authority record open, retrieve distributed LC authority record with the same OCLC ARN. Show > LC Superseded Versions <Alt><U><H><P> With a distributed LC authority record open, retrieve superseded LC authority records with the same OCLC ARN. *Button is included on the default client toolbar.
Edit menu
- Edit menu commands - Table
-
File menu item Toolbar
buttonDeafult keystrokes and access (hot) keys Use to... Validate * <Shift><F5>
Or
<Alt>< E><V>Validate a displayed record or records selected in an online or local save file list. MARC-8 Characters > Verify <Alt>< E><8><V> Validate MARC-8 characters for displayed record separately from record validation (displays invalid characters a different color). MARC-8 Characters > Clear <Alt>< E><8><C> Clear color from invalid characters. MARC-8 Characters > Convert to MARC-8 CJK <Alt>< E><8><J> Convert invalid CJK character(s) to MARC-8-equivalent character(s). Control Headings > All <Shift><F1 1>
Or
<Alt>< E><H><A>Control headings in a displayed bibliographic record from WorldCat or the online bibliographic save file. Control Headings > Single
Also available on right-click menu* <F11>
Or
<Alt>< E><H><S>Control the heading where the cursor is located in a displayed bibliographic record. Control Headings > Uncontrol Single
Also available on right-click menu<Alt>< E><H><U> Uncontrol the heading where the cursor is located in a displayed bibliographic record from WorldCat or the online bibliographic save file.
You must uncontrol a heading to be able to edit it.Control Headings >
Uncontrol All<Alt>< E><H><N> Uncontrol all controlled headings in the displayed bibliographic record. Linking Fields > Link Fields
Also available on right-click menu<Alt><E><K><L> Link two fields that have the same tag number and that contain non-Latin script data in the first field and may contain romanized data in the second.
If no romanized (Latin script representation of the non-Latin script data) data is provided, the client supplies filler data in the second field: <>. (less than, greater than, period).Linking Fields > Unlink Fields
Also available on right-click menu<Alt><E><K><U> Unlink two fields with the same tag number. Cut Copy Paste > Undo <Ctrl><Z>
Or
<Alt><E><C><U>Cancel the last change made in a cell (cancels one change at a time). Cut Copy Paste > Cut
Also available on right-click menu* <Ctrl><X>
Or
<Shift><Delete>
Or
<Alt><E><C><T>Remove the selected text and put in on the Windows clipboard. Cut Copy Paste > Copy
Also available on right-click menu* <Ctrl><C>
Or
<Ctrl><Insert>
Or
<Alt><E><C><C>Copy the selected text to the Windows clipboard. Cut Copy Paste > Copy as Text <Alt><E><C><O> Copy the selected text to the Windows clipboard in plain text (ASCII) format for pasting into non-Unicode applications. Cut Copy Paste > Paste
Also available on right-click menu* <Ctrl><V>
Or
<Shift><Insert>
Or
<Alt><E><C><P>Paste the clipboard contents into the current record at the cursor location. Cut Copy Paste > Paste Unformatted
Also available on right-click menu<Alt><E><C><S> Paste all of the data copied from a website into a single field (automatically removes paragraphs and line breaks which cause the copied data to be pasted into separate fields). Cut Copy Paste > Cancel Changes <Ctrl><Shift><Z>
Or
<Alt><E><C><A>Cancel all changes made to the current record since you last saved it. Cut Copy Paste > Delete Field
Also available on right-click menu<Alt><Delete>
Or
<Alt><E><C><L>Delete the field where the cursor is located. Cut Copy Paste > Copy Field
Also available on right-click menu<Alt><Insert>
Or
<Alt><E><C><I>Copy the field where the cursor is located to the Windows clipboard. Cut Copy Paste > Copy Control Number
Also available on right-click menu<Ctrl><T>
Or
<Alt><E><C><Y>Copy the OCLC control number to the Windows clipboard from the displayed record without having to highlight the number first. Cut Copy Paste > Insert Blank Field > Above Current Field <Shift><Enter>
Or
<Alt><E><B><A>Insert a blank field above the field where the cursor is located. Cut Copy Paste > Insert Blank Field > Below Current Field <Enter>
Or
<Alt><E><C><B><B>Insert a blank field below the field where the cursor is located. Cut Copy Paste > Move Field > Up <Alt><Up Arrow>
Or
<Alt><E><C><M><U>Move the field where the cursor is located above the preceding field. Cut Copy Paste > Move Field > Down <Alt><Down Arrow>
Or
<Alt><E><C><M><D>Move the field where the cursor is located below the field that follows it. Insert from Cited Record
Also available on right-click menu<Alt><E><I> Automatically insert data from a cited record that has a bibliographic connection to the record you are editing; builds a field that you create (760 - 787, 800, 810, 811, or 830) based on the OCLC number of the cited record. Transliterate > Arabic
Also available on right-click menu<Alt><E><T><A> Automatically transliterate romanized data in the current field of an Arabic record into Arabic script.
(Romanized = Latin script representation)Transliterate > Persian
Also available on right-click menu<Alt><E><T><P> Automatically transliterate romanized data in the current field of a Persian record into Arabic script.
(Romanized = Latin script representation)Find/Replace <Ctrl><F>
Or
<Alt><E><F>Find and replace text in records. Derive > New WorldCat Record <Ctrl><Alt><C>
Or
<Alt><E><E><N>Derive a new bibliographic record from the displayed record.
Select fields to transfer by default in Tools > Options > Derive Record tab.Derive > New Constant Data <Ctrl><I>
Or
<Alt><E><E><D>Derive a new constant data record from the displayed record.
Select fields to transfer by default in Tools > Options > Derive Record tab.Constant Data > Online >
Apply Default<Ctrl><A>
Or
<Alt><E><D><O><A>Apply the online default constant data record to the displayed record. Constant Data >
Online >
Apply by Name<Ctrl><U>
Or
<Alt><E><D><O><N>Apply an online constant data record to the displayed record by entering the constant data name. Constant Data >
Online >
Apply from List<Alt><E><D><O><L> Select and apply an online constant data record from a list of online constant data records.
Note: Same as using: Cataloging > Search > Online Constant Data (or <Ctrl><N>)
Constant Data >
Online >
Set as Default<Alt><E><D><O><D> Select the displayed online constant data record as the online default. Constant Data > Local >
Apply Default<Ctrl><Y>
Or
<Alt><E><D><L><A>Apply your local default constant data record to the displayed record. Constant Data >
Local >
Apply by Name<Ctrl><B>
Or
<Alt><E><D><L><N>Apply a local constant data record to the displayed record by entering the constant data name. Constant Data >
Local>
Apply from List<Alt><E><D><L><L> Select and apply a local constant data record from a list of local constant data records.
Note: Same as using: Cataloging > Search > Local Constant Data (or <Ctrl><L>)
Constant Data >
Local >
Set as Default<Alt><E><D><L><D> Select the displayed local constant data record as the local default. Guided Entry > Edit
Also available on right-click menu<Ctrl><Shift><X>
Or
<Alt><E><G><E>Open a guided entry window to edit an existing field 006, 541, or 583, depending on which field is current.
If the cursor is not located in an 006, 541, or 583 field, you get an error message.Guided Entry >
Insert 006 >
Books<Ctrl><Alt><Shift><B>
Or
<Alt><E><G><6><B>Open a guided entry window to insert a Books 006 field in the current record below the current field. Guided Entry >
Insert 006 >
Computer Files<Ctrl><Alt><Shift><P>
Or
<Alt><E><G><6><P>Open a guided entry window to insert a Computer Files 006 field in the current record below the current field. Guided Entry >
Insert 006 >
Continuing Resources<Ctrl><Alt><Shift><L>
Or
<Alt><E><G><6><S>Open a guided entry window to insert a Continuing Resources 006 field in the current record below the current field.
(Formerly called Serials; includes both serials and integrating resources material types)Guided Entry >
Insert 006 >
Maps<Ctrl><Alt><Shift><M>
Or
<Alt><E><G><6><M>Open a guided entry window to insert a Maps 006 field in the current record below the current field. Guided Entry >
Insert 006 >
Mixed Materials<Ctrl><Alt><Shift><I>
Or
<Alt><E><G><6><I>Open a guided entry window to insert a Mixed Materials 006 field in the current record below the current field. Guided Entry >
Insert 006 >
Scores<Ctrl><Alt><Shift><C>
Or
<Alt><E><G><6><C>Open a guided entry window to insert a Scores 006 field in the current record below the current field. Guided Entry >
Insert 006 >
Sound Recordings<Ctrl><Alt><Shift><R>
Or
<Alt><E><G><6><R>Open a guided entry window to insert a Sound Recordings 006 field in the current record below the current field. Guided Entry >
Insert 006 >
Visual Materials<Ctrl><Alt><Shift><V>
Or
<Alt><E><G><6><V>Open a guided entry window to insert a Visual Materials 006 field in the current record below the current field. Guided Entry > Insert 541 <Alt><E><G><4> Open a guided entry window to insert a 541 field in the current record below the current field.
541 field is usually used to describe archival materials.Guided Entry > Insert 583 <Alt><E><G><8> Open a guided entry window to insert a 583 field in the current record below the current field.
583 field is usually used to describe archival materials.Enter Diacritics <Ctrl><E>
Or
<Alt><E><N>Insert diacritics and special characters into the displayed record at the cursor location.
Insert by selecting a character image or its name.Reformat <Ctrl><R>
Or
<Alt><E><R>Re-sort tags in correct numerical order. Previous Record Area <Shift><F6>
Or
<Alt><E><S>Switch the cursor to the previous record area. Next Record Area <F6>
Or
<Alt><E><X>Switch the cursor to the next record area. Areas are: - Record Identification area
- Variable fields
- Fixed fields
*Button is included on the default client toolbar.
Action menu
- Action menu commands - Table
-
File menu item Toolbar
buttonDeafult keystrokes and access (hot) keys Use to... Holdings > Update Holdings * <F8>
Or
<Alt><A><H><U>Update holdings in WorldCat for the current record: - Adds an original record to WorldCat
- Adds your library's OCLC symbol to a record (original or existing)
Holdings > Produce and Update Holdings * <Shift><F7>
Or
<Alt><A><H><P>Produce accessions list and update holdings for the current record. Holdings > Alternate Produce and Update <Alt><A><H><A> Update holdings for the current record. Holdings > Delete Holdings * <Shift><F8>
Or
<Alt><A><H><D>Delete holdings in WorldCat for the current record. Add to Authority File <Ctrl><Alt><A>
Or
<Alt><A><F>Add an authority record you created to the LC authority file (requires NACO authorization). Report Error <Alt><A><E> Send an error report to OCLC for an existing bibliographic or authority record (unavailable for workforms). Submit for Review <Alt><A><B> Submit a bibliographic or authority record for review to any OCLC institution(s), specified by OCLC symbol(s). Recall Submitted Record <Alt><A><M> Recall a record you submitted for review by removing the Review status Submitted from the record. Lock WorldCat Record <Alt><F8>
Or
<Alt><A><L>Lock the current record in WorldCat or the LC authority file . Release Record Lock <Alt><F9>
Or
<Alt><A><K>Release lock on the current record in WorldCat or the LC authority file. Replace Record <Alt><F10>
Or
<Alt><A><R>Replace record in WorldCat or the LC authority file. Replace and Update Holdings <Alt><F11>
Or
<Alt><A><N>Replace record and update holdings in WorldCat. Lock Linked Authority Record <Alt><A><I> Lock and open the associated authority record for editing from a linked (controlled) heading in a bibliographic record. Save Record to Online File <Alt><A><O> Save the current record in the online bibliographic save file. Save Record to Local File <F4>
Or
<Alt><A><S>Save the current record in the default local bibliographic save file. Delete Record * <Ctrl><Alt><D>
Or
<Alt><A><C>Delete the current record from the online file from which you retrieved it. Copy Record <Alt><A><Y> Copy the current local save file record to a local save file you specify. Move Record <Alt><A><V> Move the current local save file record to a local save file you specify. Export * <F5>
Or
<Alt><A><X>Export records (if offline, export immediately or in batch mode. Set Status <Ctrl><Shift><S>
Or
<Alt><A><T>Enter a custom My Status, change workflow status, or remove Ready status for records marked for batch actions. *Button is included on the default client toolbar.
Batch menu
- Batch menu commands - Table
-
File menu item Toolbar
buttonDeafult keystrokes and access (hot) keys Use to... Enter Bibliographic Search Keys <Alt><B><B> Enter searches for retrieving records from WorldCat to send in a batch for immediate processing.
Retrieved records are downloaded to your default local bibliographic save file.Enter Authority Search Keys <Alt><B><A> Enter searches for retrieving records from the LC authority file to send in a batch for immediate processing.
Retrieved records are downloaded to your default local authority save file.Holdings by OCLC Number <Alt><B><H> Enter or import OCLC numbers for records to batch set or delete holdings without having to first download the records. Process Batch <Alt><B><P> Process WorldCat and/or LC authority file searches and/or actions you have marked on records in the local bibliographic and/or authority save file for one or more local files you select. Note on options for batch reports: - View a specific batch report any time for the most current batch processed, using the commands listed below from the Batch > View Reports submenu.
- Set an option to display or print batch reports automatically as soon as a batch finishes in Tools > Options > Batch tab.
View Reports >
Bibliographic Search Report<Alt><B><V><S> Open a report for the most current batch WorldCat search you processed. View Reports >
Bibliographic Record Action Report<Alt><B><V><A> Open a report for the most current batch actions you processed on bibliographic records. View Reports >
Bibliographic Export Report<Alt><B><V><X> Open a report for the most current export actions you batch-processed on bibliographic records. View Reports >
Label Print Report<Alt><B><V><L> Open a report for the most current label printing you batch-processed. View Reports >
Authority Search Report<Alt><B><V><U> Open a report for the most current LC authority file search you batch-processed. View Reports >
Authority Record Action Report<Alt><B><V><R> Open a report for the most current batch actions you processed on authority records. View Reports >
Authority Export Report<Alt><B><V><P> Open a report for the most current export actions you batch-processed on authority records. View Reports > Holdings by OCLC Number Report <Alt><B><V><H> Open a report for the most current update holdings actions by OCLC number you batch-processed.
View menu
- View menu commands - Table
-
File menu item Toolbar
buttonDeafult keystrokes and access (hot) keys Use to... Label * <F10>
Or
<Alt><V><L>Display and edit spine/pocket labels for the current record. Holdings >
Default<Ctrl><Shift><D>
Or
<Alt><V><H><D>Display holdings attached to the current record using default locations display based on the number of holdings. Holdings >
All<Ctrl><Shift><A>
Or
<Alt><V><H><A>Display all holdings (locations attached to the current record). Holdings >
State<Ctrl><Shift><T>
Or
<Alt><V><H><S>Display state holdings (locations) attached to the current record. Holdings >
Regional<Ctrl><Shift><G>
Or
<Alt><V><H><R>Display regional holdings (locations) attached to the current record. User Information <Alt><V><U> View session identification, duration, and other information for the current online session (when online) or for the last session (when offline). Welcome Message <Alt><V><M> View the Welcome window. OCLC Usage Statistics (none) <Alt><V><C> Opens your default browser to the OCLC usage statistics page on the OCLC website; shows your Connexion statistics, based on your default authorization and OCLC institution symbol. Assigned Keys <Alt><V><A> View all assigned keystroke shortcut assignments and their source (file name). OCLC Fixed Field > Top <Alt><V><O><T> Move the OCLC fixed field above the variable fields in record displays. OCLC Fixed Field >
Bottom<Alt><V><O><B> Move the OCLC fixed field below the variable fields in record displays. OCLC Fixed Field >
Display as Variable Field<Alt><V><O><D> Show OCLC fixed field in tagged (variable field) format. Status Bar (none) <Alt><V><R> Show or hide the status bar. Toolbars > Client (none) <Alt><V><T> Show or hide the main client toolbar that contains toolbar button shortcuts for menu commands. Toolbars > WorldCat Quick Search (none) <Alt><V><W> Show or hide the WorldCat quick search box on the toolbar for entering and sending a command line search or browse. Toolbars > Quick Tools (none) <Alt><V><Q> Show or hide quick tools on the toolbar for using and managing text strings or user tools. Pinned <Shift><F4>
Or
<Alt><V><P>Pin the current record to keep it open or unpin the current record to close it. Align Right
Also available on right-click menu as Right-to-Left Reading Order<Alt><V><I> Toggle alignment for Arabic or Hebrew script data in the current record right-to-left or left-to-right. Navigate Records and Lists > Back * <Shift><F9>
Or
<Alt><V><V><B>Open the previous record in a list from a displayed record, without returning to the list window. Navigate Records and Lists > Forward * <F9>
Or
<Alt><V><V><F>Open the next record in a list from a displayed record, without returning to the list window. Navigate Records and Lists > Previous 100 Records <Ctrl><Alt><Shift><U>
Or
<Alt><V><V><V>When search results from specific types of searches exceed 100 records, view the previous 100 records.
When these search types result in more than 100 records, the system notifies you and displays the first 100.Navigate Records and Lists > Next 100 Records <Ctrl><Alt><Shift><X>
Or
<Alt><V><V><X>View the next 100 records resulting from specific types of searches (click link immediately above for details). Navigate Records and Lists > Previous Group <Alt><V><V><E> When a WorldCat search results in a group list, open the previous group entry without returning to the group list window. Navigate Records and Lists > Next Group <Alt><V><V><G> When a WorldCat search results in a group list, open the next group entry without returning to the group list window. List Type > Brief <Alt><V><Y><B> When you view a truncated WorldCat search results list, switch the display to the brief list format. List Type > Truncated <Alt><V><Y><T> When you view a brief WorldCat search results list, switch the display to the truncated list format. Sort by >
Author<Alt><V><S><A> Sort records in a list in alphabetical order by author. Sort by >
Category<Alt><V><S><R> Sort records in a list by category. Sort by >
Constant Data Name<Alt><V><S><D> Sort records in a list in alphabetical order by constant data name. Sort by >
Date<Alt><V><S><E> Sort records in a list in order of dates. Toggles between sorting from newest to oldest or oldest to newest. Sort by >
Main Entry<Alt><V><S><M> Sort records in a list alphabetically by main entry. Sort by >
Title<Alt><V><S><T> Sort records in a list alphabetically by title. *Button is included on the default client toolbar.
Tools menu
- Tools menu commands - Table
-
File menu item Toolbar
buttonDeafult keystrokes and access (hot) keys Use to... Text Strings** <Alt><T><S> Create text strings for frequently used data and insert in records or workforms (supplements constant data)
Note: The window includes an Import button for importing RLIN21 text macro files into the client as text strings.
Text Strings quick tool Quick toolbar alternative to the Text Strings command. Click the arrow and select a text string in the list to insert, or click Manage to open the Text String window.
Note: Quick tools for text strings and user tools are a single unit for purposes of repositioning in the client window or showing/hiding toolbars (View menu).
Keymaps <Alt><T><K> Customize keystroke shortcuts for using commands, macros, characters, and text strings. Macros > Manage <Ctrl><Alt><Shift><G>
Or
<Alt><T><M><M>Create, edit, organize, and run macros to automate client functions. Macros > Stop <Ctrl><Alt><Shift><T>
Or
<Alt><T><M><S>Stop running a macro. Macros > Pause Recording <Alt><T><M><P> Temporarily pause recording a macro with the ability to resume recording at the point where you paused. Macros > Resume Recording <Alt><T><M><E> Resume recording a macro at the point where you passed. Macros > Stop Recording <Alt><T><M><R> Stop recording a macro when you are finished. Options <Alt><T><O> Open a window with tabs for setting options. Profiles <Alt><T><P> Create, delete, or change default user profile (set of options and customizations) for those who need different settings to catalog for more than one library. Toolbar Editor (none) <Alt><T><E> Open the toolbar editor to add or remove buttons from the toolbar using drag and drop.
Most commands have equivalent toolbar buttons.Z39.50 > Connect <Alt><T><Z><C> Connects to your local system using a profile you set up in Tools > Options > Z39.50. Z39.50 > Search <Alt><T><Z><S> Search your local system for a record by entering its local record identification number.
If you haven't already entered settings to connect to your local system, the client prompts you to do so.Z39.50 > Disconnect <Alt><T><Z><D> Disconnect from the Z39.50 connection.
By default, disconnection occurs after 20 min. of inactivity (see Tools > Options > Z39.50 to change).CJK E-Dictionary <Alt><T><J> Open a dictionary of Chinese, Japanese, and Korean characters supported in the client for cataloging to help select the correct character. Find in a Library <Alt><T><F> Display the current record in the Find in a Library service at WorldCat.org. Launch WebDewey <Alt><T><W> Launch a Dewey session: Opens WebDewey, logs you on using your general default authorization and password ( in Tools > Options > Authorizations), and opens the WebDewey search screen in a browser window.
Note: Available only if your default logon authorization includes a WebDewey subscription.
User Tools** > 1 through 10
<Alt><T><T><1>
<Alt><T><T><2>
<Alt><T><T><3>
<Alt><T><T><4>
<Alt><T><T><5>
<Alt><T><T><6>
<Alt><T><T><7>
<Alt><T><T><8>
<Alt><T><T><9>
<Alt><T><T><0>Customizable toolbar buttons/shortcut keys: Carry out a command, run a macro, insert a diacritic or special character, or insert a text string you assign to a user tool.
Ten user tools are available.User Tools quick tool Quick toolbar alternative to the User Tools command. Click the arrow and select a user tool in the list, or click Manage to open the User Tools window.
Note: Quick tools for text strings and user tools are a single unit for purposes of repositioning in the client window or showing/hiding toolbars (View menu).
User Tools > Assign <Alt><T><T><A> Assign a user tool to a macro, menu item, diacritic/special character, or a text string.
Customize default user tool description for tool-tip and menu command pop-up description.Check Spelling * <F7>
Or
<Alt><T><C>Check spelling in the displayed record. RDA Toolkit <Alt><T><D> Open the RDA Toolkit description of the variable field where the cursor is located in a record or workform (available when online or logged off).
Note:
- You must be a subscriber (see more information on the RDA Toolkit website).
- In the client, you must set options in Tools > Options > RDA.
*Button is included on the default client toolbar.
**Quick tool appears on the toolbar by default.
Window menu
- Window menu commands - Table
-
File menu item Toolbar
buttonDeafult keystrokes and access (hot) keys Use to... Cascade <Alt><W><C> Arrange multiple open client windows to overlap with title bars visible and with the current window on top. Tile Horizontally <Alt><W><H> Arrange multiple open client windows from left to right as non-overlapping tiles. Tile Vertically <Alt><W><T> Arrange multiple open client windows from top to bottom as non-overlapping tiles Arrange Icons <Alt><W><A> Put icons for minimized client windows in a row at the bottom of the main client window. Close Window <Ctrl><F4>
Or
<Alt><W><W>Close the active (topmost) record or list window. Close All <Alt><W><S> Close all record and list windows.
Before closing an edited record, the client reminds you to save the record if it is not already saved.[List of all open windows by name, numbered in the order you opened them] (none) <Alt><W><[window number]> Make a specific record or list window the current window (topmost) by clicking its name or specifying its number.
Help menu
- Help menu commands - Table
-
File menu item Toolbar
buttonDeafult keystrokes and access (hot) keys Use to... Client Help * <F1>
Or
<Alt><H><H>Open the Connexion client online Help on the OCLC website. MARC Field Help
Also available on right-click menu* <Shift><F1>
Or
<Alt><H><M>For bibliographic records, opens browser to Bibliographic Formats and Standards description of current field.
For a fixed field element in an authority record, opens description in appendix C.3, Fixed Field Element Definitions, in the OCLC Authority User Guide.
For variable fields in an authority record, opens description in MARC 21 Concise Format for Authority Data on the Library of Congress website.Tutorial <Alt><H><T> Open the Connexion tutorial on the OCLC website. Contact Support <Alt><H><C> Open a form to fill in and send via the internet to OCLC support (connexion-support@oclc.org) or to another e-mail address that you specify. Useful Web Links >
OCLC Connexion(none) <Alt><H><U><O> Open your default browser to the Connexion home page on the OCLC website. Useful Web Links >
Client Documentation(none) <Alt><H><U><D> Open your default browser to the Connexion client documentation page on the OCLC website. Useful Web Links >
Bibliographic Formats and Standards(none) <Alt><H><U><B> Open your default browser to the main page of OCLC Bibliographic Formats and Standards with links to chapters and field descriptions. Useful Web Links > OCLC MARC Records (none) <Ctrl><Shift><F1>
Or
<Alt><H><U><E>Open your default browser to the OCLC-MARC records guide on the OCLC website. Useful Web Links > Client Known Problems (none) <Alt><H><U><K> Open your default browser to the Connexion client known problems page on the OCLC website. Useful Web Links >
WorldCat Statistics(none) <Alt><H><U><S> Open your default browser to the WorldCat Statistics page on the OCLC website. Useful Web Links >
WorldCat Record Change Request(none) <Alt><H><U><C> Open your default browser to the WorldCat Record Change Request form on the OCLC website. Useful Web Links >
WorldCat Record Merge Request(none) <Alt><H><U><M> Open your default browser to the WorldCat Record Merge Request form on the OCLC website. Useful Web Links >
Authority Record Change Request(none) <Alt><H><U><R> Open your default browser to the Authority Record Change Request form on the OCLC website. Useful Web Links >
OCLC System Alerts(none) <Alt><H><U><L> Open your default browser to the System Status Dashboard on the OCLC website. Useful Web Links > Access and Authorization Form (none) <Alt><H><U><A> Opens a Web form to add, change, or delete authorizations for OCLC cataloging and interlibrary loan (resource sharing). License Agreement (none) <Alt><H><L> View the Connexion client license agreement and copyright statement. About OCLC Connexion Client (none) <Alt><H><A> View the Connexion client version number and other identification information.
Also view client program modules currently running.*Button is included on the default client toolbar.
Right-click shortcut menu
Right-click in a record to open a pop-up shortcut menu to do any of the following actions:
- Undo
- Cut
- Copy
- Paste
- Paste Unformatted
- Delete Field
- Copy Field
- Copy Control Number
- Control Single Heading*
- Uncontrol Single*
- Transliterate > Arabic [or Persian]*
- Right-to-Left Reading Order*
- Insert from Cited Record*
- Edit with Guided Entry*
- Insert Unicode Control Characters > [submenu of available characters]**
Note: These characters are available only on the right-click menu. - Link Fields*
- Unlink Fields*
- MARC Field Help
- RDA Toolkit
Note: To open variable field descriptions in RDA Toolkit, you must:- Be a subscriber.
- Set up in Tools > Options > RDA. See RDA Toolkit field help for details.
*Commands marked with asterisks are available for bibliographic records only.
**The Insert Unicode Control Characters submenu contains characters used to control display of bidirectional (mixed right-to-left and left-to-right) text in Arabic, Persian, and Hebrew records. Characters available are:
- LRM Left-to-Right Mark
- RLM Right-to-Left Mark
- ZWJ Zero Width Joiner
- ZWNJ Zero Width Non-Joiner
- LRE Start of Left-to-Right Embedding
- RLE Start of Right-to-Left Embedding
- LRO Start of Left-to-Right Override
- RLO Start of Right-to-Left Override
- PDF Pop Directional Formatting
Except for the Insert Unicode Control Characters submenu commands (available only on the right-click menu), these commands are also on standard client menu lists.
Access keys (also called hot keys)
Access keys (sometimes referred to as "hot keys") are underlined letters on menus, submenus, commands, and various selections and buttons in windows, which provide keyboard access when used with the Alt key.
Pressing <Alt> displays the underlines.
To change a Windows option to keep the hot key underline display on:
- Navigate to Start > Control Panel > All Control Panel Items > Ease of Access Center > Make the keyboard easier to use. Select the Underline Keyboard shortcuts and access keys check box.
Use either keystroke shortcuts (default or customized) or the equivalent access keys.
Use access keys to select and send commands on menus
Press | To do this |
---|---|
<Alt><underlined letter in menu name><underlined letter in command name> Or <Alt><Underlined letter in menu name>, then <Down arrow>, and then <Enter> |
Open a menu, select a command, and send it. |
Example:
To log off Connexion:
- Press <Alt><F><G>.
Or - Press <Alt><F> to open the File menu, then press <Down arrow> twice to select Logoff, and then press <Enter>.
Use access keys in windows
Press <Alt><underlined letter of the item you want to select or carry out>.
Example:
- Navigate to File > Logon to open the Logon OCLC Connexion window. The window opens with the focus in the Authorization text box.
- Press <Tab> to move the highlight to the Password text box to enter a new password.
Or
Press <Tab> twice to move the focus to the Authorizations button, and then press <Enter> to open the Authorizations options tab to change and store the options for logging on.