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OCLC Support

Available options in Tools > Options

Find a checklist and descriptions for options available in Tools > Options in Connexion client.

In the following table, default settings are given unless an option is blank or not selected by default.

Option tab name Settings available
Access Access selections customize the way you connect to the OCLC Connexion cataloging system. You can:
  • View, change, or optimize the access method you use to connect to the OCLC Connexion cataloging system.
    Default (suitable for most users): OCLC Default (URL: http://connexion.oclc.org)
  • Click to select or deselect an option for a persistent connection if you use a proxy server to connect to the OCLC system, and you have problems logging on. If selected, the same TCP connection will remain active through multiple requests.
    Default: Option deselected
  • Click to select or deselect an option to enable statistics logging or transaction logging. If selected, this assists OCLC staff in evaluating system performance if needed.
    Default: Statistics logging selected; Transaction logging deselected

    OCLC recommends that you maintain these settings unless advised by Connexion support when you troubleshoot problems.

See System responses for troubleshooting for more information.

Authorizations The authorization selections you make customize the way you log on to the system (File > Logon). You can:
  • Set up automatic logon by saving your authorization and password and selecting it as the default.
  • Set up to 10 authorization/password combinations from which to select for logging on to Connexion.
  • Name each authorization/password combination to help distinguish them.
  • Choose not to supply a default password to prevent unauthorized logon.

    Default: No default authorization or password is provided. The first authorization/password entry is selected as the default. It is blank until you enter an authorization and/or password.

See Set up communications and log on for more information.

 Note: In File > Local File Manager, you can enter an authorization and password for a local file for interactive logon and batch processing. If you do not enter one, the client simply uses the authorization/password you establish in Tools > Options > Authorizations for interactive logon and batch processing for the local file.

Batch Batch settings customize the way the client processes searches and/or record actions in batch mode. Select options for:
  • Batch searching
    • Set the maximum number of matches to download.
      Default: 1 record
      Maximum: 150 records
    • Retain search keys for searches that resulted in errors/records not found and/or too many matches.
      Default: No search keys are retained
  • Batch actions on records
    • Delete attached local holdings records (LHRs) when you delete holdings.
       Note: This is required for batch for batch deleting holdings, but does not affect taking Delete Holdings actions while logged on.
    • Select batch mode for printing labels and exporting bibliographic and/or authority records in local files. Otherwise, printing labels and exporting take place immediately, whether you are online or offline. All other actions occur immediately when you are online or are marked for batch processing when you are offline.
      Default: All check boxes are deselected. Label printing and exports occur immediately whether logged on or offline.
  • Batch reports
    • Display batch reports immediately after the batch runs.
    • Print batch reports immediately after the batch runs.
      Default: Batch reports display, but do not print, after the batch runs

See Run batch processing for more information.
Classify Set options for using the prototype OCLC Classify Web service to get a recommended classification number for a displayed bibliographic record (Edit > Classify):
  • Select one of the following classification schemes:
    • Dewey
    • Library of Congress
  • Enter a tag for the field where you want to insert the classification number in the Create the following variable field from Classify result text field.
    Default: 090
Derive Record Select fields to transfer when you derive a new bibliographic or bibliographic constant data record (Edit > Derive > New Record or Edit > Derive >New Constant Data).

Click Reset to restore default field selections (1xx through 8xx where x = any number).

See Create a bibliographic record from an existing record for more information.
Export Destination

Create at least one of the following export destinations:
  • File
  • LPT Port
  • Connection (serial, network, or TCP/IP communications connection)
  • OCLC Gateway Export (displays messages from your local system)
Select a destination or, if you export to different files, select Prompt for filename.

Edit or delete an export destination.

Record Characteristics

Select a record standard for exporting bibliographic records:
  • MARC 21 (default)
  • Dublin Core Qualified
  • Dublin Core Simple
  • OCLC Dublin Core Qualified
  • OCLC Dublin Core Simple
  • MARC XML

 Note: 

  • Dublin Core standards are structured in XML.
  • If you select the Dublin Core or MARC XML standard, the client allows only the UTF-8 Unicode character set.
  • The only record standard available for authority records is MARC 21.

Select a character set for exporting bibliographic and authority records separately:

  • MARC-8 (default)
  • UTF-8 Unicode

Click Reset to restore default selections.

Remove fields

Click Field Export Options to specify fields you want removed from exported records.

Enable export of workforms

Select the Allow exports of workforms check box to enable the Action > Export command for a displayed workform or multiple records that include workforms selected in a list.

The option applies to all online and local save file types (bibliographic and authority).

Workforms are new records that have not been added to WorldCat and therefore do not have OCLC control numbers.

Print report showing results of immediate report

Select the Display Report for Immediate Export Results check box to display a temporary report after immediate export. The report shows fatal errors and fields not mapped when records export in Dublin Core.
Default: Report does not print.

Display a warning before exporting records that have unlinked non-Latin script fields

Select the Warn before exporting bibliographic records that include unlinked non-Latin script fields check box. The system will display a warning before exporting records with unlinked non-Latin script fields.

Select if your local system cannot display unlinked non-Latin script data. You can continue or cancel exporting or— for records selected in a list or marked for batch export—skip the record and continue exporting.


See Export bibliographic records and Export authority records for more information.
Fonts The font selections you make customize the interface display and how records and list print. You can:
  • Select a font for displaying and printing records and lists.
    Default: Arial Unicode MS (or, if not installed, uses system default font)

     Caution: Arial Unicode MS is a Unicode-compliant font. If you change fonts, you must specify a Unicode- compliant font to display and add diacritics and special characters.

  • Select a font size for displaying records and a font size for printing records.
    Default: 9 pt, display and print
  • Select a font size for displaying lists and a font size for printing lists
    Default: 9 pt, display and print

     Note:
    • The font size you select for displaying records also sets the font size for text you enter in client search windows.
    • A change to this setting does not take effect until the next time you display a record.
       
  • Select font type, size, and style (boldface or regular) for printing labels.
    Default: ALA BT Courier; 12 pt; regular. The font is supplied when you install the client.

See Customize printing and display of records, lists, and labels and Select a font type and size(s) to display and print records and lists for more information.

General Session timer options

The client automatically logs off your online session after 39 minutes if you have not interacted with the system. To customize automatic logoff, you can:
  • Specify the number of minutes of inactivity before logoff.
    Default: 39 minutes
    Range: 5 to 39 minutes
  • Hide or display a warning message before automatic logoff.
    Default: Enabled; the warning message displays
  • Specify the number of minutes before logoff when the warning appears.
    Default: 5 minutes
    Range: 1 to 9 minutes

 Caution: Do not set timer and warning to the same number of minutes.

See Customize automatic session timer and logoff warning for more information.

Action options

Select or deselect the Disable Update and Produce if bibliographic record is held check box. If your library owns the item represented by a displayed record, you cannot:
  • Update Holdings
  • Produce and Update Holdings
  • Alternate Produce and Update Holdings
  • Replace and Update Holdings
Select or deselect the option to receive a warning before the client processes an immediate action.

See Take actions on bibliographic records for more information.

Startup options

Select one of the following to run automatically at startup:
  • Macro
  • Client function (e.g., Logon + Search WorldCat, Launch WebDewey, etc.)

See Set up communications and log on for more information.

Offline cataloging options

Specify a classification scheme for local bibliographic save file to use for labels and to supply a blank call number field when you catalog offline. Select one of the following:

  • Library of Congress
  • Dewey (default)
  • National Library of Medicine
  • Canadian
  • Government
  • National Agricultural Library

Enter a holding library code and institution symbol for a local file to be used for workforms, constant data workforms, and imported records when you catalog offline

Enter your MARC organization code if you are an authorized NACO participant.

See Manage local files for offline/online cataloging for more information.

Validation level options

Set the validation level for automatic system validation for WorldCat bibliographic records. Set to:

  • Structure (default), Basic, or Full for completing these actions:
    • Update Holdings
    • Produce and Update Holdings
    • Alternate Produce and Update
    • Update Holdings as part of the Replace and Update Holdings action
  • None (default), Basic, or Full for completing Export.

See Validate records online or offline for more information.

International Export

For exported records with non-Latin scripts, determine whether Latin script only, other scripts only, or all data appear in the records. If "all," determine which data appears in the corresponding 880 fields.
Default: All data exports with non-Latin script data in the 880 fields

Interface language

Select an interface language:
  • Chinese (Simplified)
  • Chinese (Traditional)
  • English (default)
  • German
  • Japanese
  • Korean
  • Spanish
See International cataloging for more information.

Other

Sort search results alphabetically by Latin script or in Unicode order by non-Latin scripts.

Include paired fields in workforms for creating non-Latin script records.

See Input methods for languages that use non-Latin scripts for more information.

Auto-transliterate

Auto-transliterate romanized fields into Arabic script fields in Arabic and/or Persian records retrieved from WorldCat interactively (not by batch). Transliterates records with language code ara or per and no field 066. 

Select or clear fields that are automatically transliterated into Arabic script.
Default: Fields 1xx, 2xx, 3xx, 4xx, 5xx, 6xx, 7xx, 8xx selected

See Arabic cataloging for more information.
My Status My Status is a free-text status (maximum of 40 characters) you can assign to help you sort and find specific records. You can assign a My Status to individual records or records selected in a list, or you can set a single default My Status to apply automatically for the following records:
  • Bibliographic - All online or local bibliographic save file records
  • Bibliographic Constant Data - All online or local bibliographic constant data records
  • Authority - All local authority save file records
  • Authority Constant Data - All local authority constant data records (Unavailable for online authority save file records and online authority constant data records.)

    Default: None
See Save bibliographic records and Save authority records for more information.
Printing Labels

Select a default printer for printing labels.
Default: Your default printer in Windows
 

 Note: For printing records and lists, the client always uses your default printer in Windows, unless you temporarily change to another printer in the Windows Print window.

Open a window to select the following options:
  • Format
    • SL4 (default)
    • SL6
    • SLB
    • SP1
  • Print offsets
    Default: None
  • Type of label stock
    • Continuous (default)
    • Stock
  • MARC tag containing the content you want to print on pocket labels
  • Print to a specified text file instead of a printer
  • Default automatic stamp on spine labels or stamp for a specific holding library code
  • Print a sample label to check the placement of text
  • For sheet label stock only, prompt to start printing at a specific column and row
    Default: Not selected
Records

Print to a specified text file instead of a printer.

Accessions Lists

Print to a specified HTML file instead of a printer.

Define a MARC tag containing the content you want to print at the end of each accessions list entry.

See Customize printing and display of records, lists, and labels for more information.
RDA RDA workforms

Set options to use workforms based on RDA (instead of the default workforms based on AACR2) to create records:
  • For bibliographic records and/or bibliographic constant data: Click to select or deselect the Use RDA workforms when creating new bibliographic records check box.
  • For authority records and/or authority constant data: Click to select or deselect the Use RDA workforms when creating new authority records check box.
RDA Toolkit field help

Enable automatic links to RDA Toolkit field descriptions for individual variable fields in bibliographic or authority records, workforms, or constant data:
  • Select the Enable the RDA Toolkit check box to enable opening an RDA Toolkit description of a variable field where the cursor is located.
     Note: You must be a subscriber to use this feature.
  • Depending on how your access is set up in your RDA Toolkit subscription:
    • Select the Use IP authentication for logon check box.
      Or
    • Enter your subscriber user name and password in the text fields.
  • The client uses your information to log on to RDA Toolkit when you display a field description.

Once the field Help option is set, place your cursor in the variable field and click Tools > RDA Toolkit to display an RDA Toolkit field description. See RDA Toolkit field help for more details.

 Note:

Record Display Colors

Select colors for displaying records for displaying bibliographic and authority records.
Default: Gray (Background), Black (Text), White (Cell background)

Select a color to display invalid MARC-8 characters (Edit > MARC-8 Characters > Verify)
Default: Red

Select a color to display automatically converted CJK characters (Edit > MARC-8 Characters > Convert to MARC-8 CJK)
Default: Green

Reset colors to default.

Fields

Select whether to:
  • View all data in record fields. The cells will expand as you add data.
  • Truncate fields and add a scroll bar when cells become longer than 3 or 4 lines.

    Default: Selected. Record fields show all data.

Use or hide drop-down lists of fixed field element values. Select a value from a list or enter a value by typing over the existing value if the value you want is not on the list.
Default: Fixed field drop-down lists are available.

See Customize printing and display of records, lists, and labels for more information.
Spelling Open a window to set general options (types of words to skip, for example, words with all letters capitalized, etc.)
Default: The spell checker ignores domain names (e.g., www.oclc.org)

Open a window to customize which fields the spell checker checks and which subfields, if any, to skip. (The client supplies a default list of fields and subfields.)

Select or deselect an option to skip name information only in field 505.
Default: Check box deselected; all 505 data is checked for spelling

Open a window to edit the spell checker dictionary; add, edit, or delete words you want the spell checker to skip (accept as correct).
Default: The client supplies a list of words and letters

Select the language of the main dictionary.
Default: English (United States)

See Customize the spell checker for more information.
Toolbar Select a size for the Toolbar button.
  • Standard (default)
  • Large

See Customize the main client toolbar for more information.
Z39.50 Enter Z39.50 configuration settings to connect to your local system, retrieve a bibliographic record, and import it as a workform into the client.

See Retrieve local system records using a Z39.50 connection for more information.