Quick locator for setting options

In the following table:

• Click a link in the To customize column to go to a complete procedure for setting the option.
• Use the Go to column as a quick locator for the menu and command that opens the window for setting the option and/or click a link to open a topic describing how to use the window.

To customize...	Go to...
Actions on records: Disable, Update, and Produce for held records; warn before taking immediate online actions	Tools > Options > General > Action Options See Action Options window for more information.
Accessions List printing	Tools > Options > Printing > Accessions List Options See Accessions List Options window for more information.
Automatic stamp for spine labels	Tools > Options > Printing > Label Options > Define Automatic Stamps See Define Automatic Stamps window for more information.
Auto-transliterate: Arabic or Persian WorldCat records	Tools > Options > International See International tab (Options window) for more information.
Auto-transliterate: Select fields to transliterate	Tools > Options > International > Choose Fields See Choose Fields to Auto-Transliterate window for more information.
Batch processing settings for searches, record actions, and batch reports	Tools > Options > Batch See Batch tab (Options window) for more information.
Classification scheme for offline cataloging	Tools > Options > General > Offline Cataloging Options See Offline Cataloging Options window for more information.
Derive record: Fields to transfer (Options for deriving new bibliographic and constant data records)	Tools > Options > Derive Record See Derive Record tab (Options window) for more information.
Export destination	Tools > Options > Export See Export tab (Options window) for more information.
Export: Enable export of workforms	Tools > Options > Export See Record Characteristics window for more information.
Export: Select fields to delete	Tools > Options > Export > Field Export Options See Field Export Options window for more information.
Export: Select record standard and character set	Tools > Options > Export > Record Characteristics See Record Characteristics window for more information.
Export: Select an option to display a temporary report for immediate export	Tools > Options > Export
Export: Select an option to get a warning before exporting records with unlinked non-Latin script fields	Tools > Options > Export
Fixed field: Display drop-down lists	Tools > Options > Record Display See Record Display tab (Options window) for more information.
Fixed field: Reposition in record	View > OCLC Fixed Field > Top or Bottom or Display as Variable Field A checkmark indicates the current position.
Font type, size, and style for labels	Tools > Options > Fonts See Fonts tab (Options window) for more information.
Font type and size for records, lists, and text boxes in search windows	Tools > Options > Fonts See Fonts tab (Options window) for more information.
Holding library code/institution symbol and MARC organization code (NACO) for offline cataloging	Tools > Options > General > Offline Cataloging Options See Offline Cataloging Options window for more information.
Import: Select character set and record standard for imported records	File > Import > Record Characteristics See Record Characteristics window for more information.
International cataloging: Using non-Latin scripts	Tools > Options > International See International tab (Options window) for more information.
Keystroke shortcuts and keymap files	Tools > Keymaps See Keymaps window and Keymap Organizer window for more information.
Label printer	Tools > Options > Printing See Printing tab (Options window) for more information.
Label printing options: Format, print offsets, print to file, etc.	Tools > Options > Printing > Label Options See Label Printing Options window for more information.
Labels: Print in boldface type	Tools > Options > Fonts See Fonts tab (Options window) for more information.
Language for Connexion client interface	Tools > Options > International See International tab (Options window) for more information.
Local files	File > Local File Manager See Local File Manager window for more information.
Logoff: Inactivity timeout and warning	Tools > Options > General > Session Timer Options See Session Timer Options window for more information.
Logon connection to OCLC system	Tools > Options > Access See Access tab (Options window) for more information.
Logon authorization for a local file	File > Local File Manager > select a local file and click Authorization See Assign Authorization and Password window for more information.
Logon procedures: Authorizations	Tools > Options > Authorizations See Authorization tab (Options window) for more information.
Macros	Tools > Macros > Manage See Macro window and Macro Organizer window for more information.
My Status: Set default	Tools > Options > My Status See My Status tab (Options window) for more information.
RDA Toolkit: Set up to view RDA field Help	Tools > Options > RDA See RDA tab (Options window) for more information.
RDA workforms for creating bibliographic records or authority records or bibliographic constant data or authority constant data	Tools > Options > RDA See RDA tab (Options window) for more information.
Record display: Colors for background, cells, text, and invalid or converted characters	Tools > Options > Record Display See Record Display tab (Options window) for more information.
Record display: Variable fields	Tools > Options > Record Display See Record Display tab (Options window) for more information.
Record printing: Print to text file	Tools > Options > Printing See Printing tab (Options window) for more information.
Right-click menu for editing records	Right-click in a record (see right-click edit commands)
Right-click menu to customize lists	Right-click in a list (see right-click list commands)
Spell checker	Tools > Options > Spelling See Spelling tab (Options window) for more information.
Startup macro or command	Tools > Options > General > Startup Options See Startup Options window for more information.
Status bar: Show or hide	View > Status Bar A checkmark indicates that the status bar is displayed.
Text strings	Tools > Text Strings (see Text Strings window for more information) Or View > Toolbars > Quick Tools (a checkmark indicates the Quick Tools display, including a quick tool for text strings and one for user tools)
Toolbar (main): Add or remove buttons	Tools > Toolbar Editor See Toolbar Editor window for more information.
Toolbar: Show on one line or two	Command on the drop-down list at the end of the toolbar
Toolbar (main): Button size	Tools > Options > Toolbar
Toolbars: Show or hide	View > Toolbar > Client Or View > Toolbars > WorldCat Quick Search Or View > Toolbars > Quick Tools Checkmarks indicate which toolbars are displayed.
User tools	Tools > User Tools > Assign (see User tools window for information) Or View > Toolbars > Quick Tools (a checkmark that the Quick Tools are displayed, including a quick tool for text strings and one for user tools)
User profiles	Tools > Profiles See Profile Manager window for more information.
Validation level for holdings and export (for WorldCat bibliographic records and for authority record export)	Tools > Options > General > Validation Level Options See Validation Level Options window for more information.
Variable field data display	Tools > Options > Record Display See Record Display tab (Options window) for more information.
WorldCat Quick Search: Show or hide on toolbar	View > Toolbars > WorldCat Quick Search A checkmark indicates that the Quick Search tool is displayed on the toolbar.
WorldCat search results display	Cataloging > Search > WorldCat > Settings (see Search WorldCat Settings window for more information) And View > List Type > Brief [or Truncated] (a checkmark indicates whether one of these options is selected)
WorldCat search and browse index lists and search material type and language lists	Cataloging > Search > WorldCat And Cataloging > Browse > WorldCat Click  /  to expand the full list or reduce to a short list, respectively. Click  to add, delete, or move indexes in the short list. See Customize Short List of Indexes window for more information.
WorldCat search options for SCIPIO records	Cataloging > Search > WorldCat > Settings See Search WorldCat Settings window for more information.
Z39.50 connection to retrieve local system records	Tools > Options > Z39.50 See Z39.50 tab (Options window) for more information.