Connexion client version 2.63 documentation

Get started

• Getting started with OCLC Connexion client
  Other version: en español 
  System requirements, install or update client, set up and log on, customize (summary of options), and get support.
   
• Setup worksheet for OCLC Connexion client
  Other version: en español
  Comprehensive setup and customization list.
   
• Connexion client cataloging quick reference
  Other versions: en español | 中文简体
  Brief instructions for most client cataloging functions.
   
• Function key template for OCLC Connexion client
  Printed template to place at the top of your keyboard.
   
• OCLC cataloging authorization levels
  Actions authorized for each authorization level. WorldCat record updates authorized for Full and higher.

Authorities

Quick reference

• Connexion client authorities quick reference
  Basic instructions for working with authority records and for controlling headings in bibliographic records. Lists default keystroke shortcuts and toolbar buttons.

Zoeken

• Search authority files
  Search or browse the Library of Congress (LC) authority file interactively or via batch. Search the Chinese name authority file.
   
• OCLC Connexion: Searching authorities quick reference
  Summary instructions, formats, techniques, guidelines, examples, and indexes for searching OCLC authority records.

Create and edit records

• Create name authority records
  Create name authority records online or via batch, using a workform, deriving from an existing record, or generating from a name heading.
   
• Edit authority records
  Basic techniques and special functions for editing records.
   
• Take actions on authority records
  Take actions on authority records interactively or via batch processing.
   
• Use authority constant data
  Create, apply, find, and manage online and local constant data records.
   
• Save authority records
  Save records in the online or local authority save file; search for save files and navigate the results; delete records from the save files.
  
  Control headings in bibliographic records

• Use authority control for bibliographic records
  Control headings in bibliographic records to comply with LC authority records.

Import and export records

• Export or import authority records
  Set up and export records from the LC authority file or import records into Connexion.

Batch processing overview

• Batch processing in the client: Overview
  Basic instructions for batch processing searches and actions in the client for both bibliographic and authority records.
   

Basics

Interface

• Use client interface
  Other version: en español
  Instructions for using the client main window, menu commands, keyboard shortcuts, toolbar, status bar, dialog windows, records, and lists.

Local files

• Manage local files
  Other version: en español
  Instructions for using local files for offline or online cataloging, including batch processing searches and record actions.

Options

• Set options and customize
  Other version: en español
  Customize record and list display and printing, keystroke shortcuts, client toolbars, generic user tools, text strings, and more.

Basics (cont.)

Macros

• Connexion client macros
   
• Use macros
  Write or record macros to automate routine cataloging tasks using the OCLC Macro Language (OML) and Connexion client-specific macro commands.
  
  See also:
  • OCLC macro language for the complete beginner
  • Macros for the Connexion client
    Written and provided by Joel Hahn, Niles Public Library District, Niles, Illinois

Resources for Support

• Get support and information
  Use client Help, MARC field help, and RDA Toolkit; contact customer support; get your OCLC usage statistics, access OCLC system news, find information for troubleshooting, and more.
   

Cataloging

Quick reference

• Connexion: Searching WorldCat quick reference
  Other versions: en español |  中文简体
  Summary of techniques, indexes, and examples for searching WorldCat using the Connexion client.
   
• WorldCat data sync collections: Process records in WorldCat Staging
  Basic instructions for fixing unresolved records with Connexion client.

Searching WorldCat

• Search WorldCat
  Other version: en español
  Search or browse WorldCat interactively or via batch processing.
   
• Searching WorldCat Indexes
  View a complete index guide for searching.

Create and edit records

• Create bibliographic records
  Other version: en español
  Use workform template or derive new records from existing records.
   
• Edit bibliographic records
  Use editing techniques and shortcuts.
   
• Take actions on bibliographic records
  Take final actions on records interactively or via batch processing.
   
• Use bibliographic constant data
  Other version: en español
  Create and apply online and local constant data records to insert often used content in records.
   
• Use authority control for bibliographic records
  Control headings in bibliographic records to comply with Library of Congress authority records.
   
• Save bibliographic records
  Save records in the online or local bibliographic save file; search for save files and navigate the results; delete records from the save files
   
• Use SCIPIO records
  Records in SCIPIO: Art and Rare Book Sales Catalogs, describe art auction and rare book catalogs for sales dating back to the late 16th century.
   
• SCIPIO cataloging formats and standards
  (For SCIPIO catalogers only)

Import and export records

• Export and import bibliographic records
  Export records from WorldCat or import records into Connexion.

International cataloging

• Use Non-Latin scripts for cataloging
  Basic instructions for using non-Latin scripts for international cataloging in Connexion client.
   
• 066 script codes

Labels

• Print labels