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OCLC Support

Customize interactive logon

Find out how to customize an interactive logon in Connexion client.

Overview

To customize an interactive logon, navigate to Tools > Options > Authorizations. Logon setup options include:

  • No customization: Enter authorization and password each time you log on
  • Enter up to 10 authorizations (creates a list that you can open in the Logon OCLC Connexion dialog)
  • Password-protect logon by entering an authorization but leaving the password blank
  • Assign names to authorizations (not required)
  • Set a default authorization
  • Select no default authorization
  • Assign a separate authorization to a local file for logon and for batch processing

 Note: None of the options listed above are required, except that you must set a default interactive authorization or local file authorization if you run batch processing or if you run a startup macro or action that requires logon.

Set up logon options

To set up any of the logon options:

  • Click Tools > Options > or press <Alt><T><O> and then click Authorizations.
    Or
  • Click File > Logon. In the Logon OCLC Connexion dialog, click Setup Authorizations.

When you are finished setting up logon options:

  • Click OK to save your settings and close the dialog.
    Or
  • Click Apply to apply your settings and leave the dialog open.

 Note: Click Cancel at any time to cancel your changes.

Enter up to ten authorizations

  1. In the Authorizations page, in the text field under Authorizations, enter your OCLC authorization using one of the following methods:
    • Hyphens (123-456-789)
    • No hyphens or spaces (123456789)
  2. In the adjacent text field, under Password, enter the password for the authorization. The password does not display. It is masked by asterisks.

All authorizations you enter are listed in the Logon OCLC Connexion window each time you log on.

Password-protect your logon

To require a password for every logon attempt:

  1. In the Authorizations page, in the text field under Authorizations, enter your OCLC authorization using one of the following methods:
    • Hyphens (123-456-789)
    • No hyphens or spaces (123456789)
  2. Leave the adjacent text field, under Password, blank.

Assign an identifying name to authorizations

To list an authorization name followed by the authorization number in parentheses in the Logon OCLC Connexion window:

  1. In the Authorizations page, in the text field under Authorizations, enter your OCLC authorization using one of the following methods:
    • Hyphens (123-456-789)
    • No hyphens or spaces (123456789)
  2. In the adjacent text field, under Password, enter the password for the authorization. The password does not display. It is masked by asterisks.
  3. In the adjacent text field, under Name, enter a name for the authorization. Do not use opening or closing parentheses in the name.

Set a default general authorization

To supply a default authorization and password automatically in the Logon OCLC Connexion window when you log on or run batch processing:

  1. In the Authorizations page, under Default, click the button for the authorization/password you want to use as the default. A dot in the adjacent button indicates the default selection.

Even if you set a default authorization, the Logon OCLC Connexion dialog provides a list of all authorizations you enter. Select any authorization from the list (you do not have to change the default).

 Note: For interactive logon or batch processing using a local file, the client uses the authorization/password for that file, if you assigned one via File > Local File Manager.

Select no default authorization

In the Authorizations page, click No Default Authorization to leave the authorization and password boxes empty when you open the Logon OCLC Connexion dialog. Each time you log on, type an authorization/password or select one from the list of authorizations you entered.