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Connexion is a full-service online cataloging tool backed by OCLC's 40+ years of cataloging experience. Connexion lets you create and edit high-quality bibliographic and authority records and then share them with the entire OCLC cooperative, which benefits libraries around the world.
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May 1, 2024 · Search - Client. To open the Search WorldCat window in the client, navigate to Cataloging > Search > WorldCat, click the Search WorldCat button (), or press <F2>. Enter a complete search or browse in correct search syntax in the Command Line Search box. Enter any of these search types: Numeric; Keyword; Derived; Browse (scan an index) Or
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May 1, 2024 · Find instructions, formats, techniques, guidelines, examples, and indexes for searching OCLC authority records in Connexion client.
- Introduction
- Open the Connexion client and log on
- Menus/commands
- Keystroke shortcuts
- Toolbar
- Status bar
- Search for WorldCat records
- Use WorldCat search and browse windows
- Alternative: Use WorldCat quick search shortcut
- Feature Retain Search Search for
- How to use
- WorldCat search and browse results
- Right-click in a list. On the popup menu, use the following commands:
- Action
- Open RDA Toolkit field descriptions
- Action
- Insert diacritics and special characters
- Create and use constant data
- Create and use text strings
- Action
- Validate records
- Control headings in bibliographic records
- Get a Dewey or LC classification number
- Action
- Right-click shortcut menu for records
- Default keystroke shortcuts for editing and navigating in records
- *Copy as Text
- * Copy Control Number
- Take final actions on records
- Export records
- Action
- Tools > Options > Batch.
- Report errors in records
- Edit and print labels for one record
- Action
- Take update or produce and update actions
- Action
- Derive a new record from an existing record
- Create records for electronic resources
- Import records
- Replace master records
- Batch-process searches and record actions
- Remove actions from records marked for batch
- Run batch processing
- Quick batch: Set or delete holdings by entering OCLC numbers
- Use non-Latin scripts for cataloging
- Guidelines
- Client tools for non-Latin scripts in records
- Edit > Linking Fields > Link or Unlink
- Edit > MARC-8 Characters > Verify or Clear
- Edit > Transliterate > Arabic or Persian
- Tools > CJK E-Dictionary
- Tools > Options > International. Select or clear options for:
- View > Align Right
- On right-click menu only—Insert Unicode Control Characters
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The Connexion client is a Windows-based interface to OCLC Connexion® used to access WorldCat for cataloging. This quick reference provides brief instructions for editing, saving, exporting, and printing labels for bibliographic records; using local files; creating and adding records to WorldCat; replacing master records; batch processing; and catal...
Open the Search WorldCat client window or browser screen:
To use client functions, click a menu name at the top of the client window, and then click a command. Or Use equivalent keystroke shortcuts or toolbar buttons (displayed with the command names). The client installs with pre-set (“default”) keystrokes and a default set of toolbar buttons on the main client toolbar
Use default keystroke shortcuts or assign your own to activate commands, insert characters, run macros, and insert text strings. View key assignments in View > Assigned Keys.To print or copy the list, click Print or Copy to Clipboard. Tip: Before printing, click a column heading to sort the list by data in the column. Assign your own keystrokes in ...
The client installs with three toolbars displayed by default: Main client toolbar (with command-equivalent buttons) WorldCat quick search tool Quick tools for text strings and user tools Customize the main client toolbar: In Tools > Toolbar Editor, drag and drop buttons to add or remove, or reset to the default. Reposition toolbar buttons in the to...
Located at the bottom of the client window, the status bar shows, depending on whether a record or a list is displayed: For a displayed record: Actions and outcomes; source of record; workflow status; My Status; record number of the total in a list; edit mode; session timing if logged on. For a displayed list: Record number of the total in the list...
Search WorldCat to find records to use for cataloging.
Click Cataloging > Search > WorldCat or ). Then: In the Command Line area: Type a complete keyword, numeric, or derived search or browse (index scan). Use full search syntax; that is, a single string with index labels, punctuation, search terms, Boolean operators, and qualifiers, as needed, in correct order. Or In the Keyword/Numeric area: Type...
If you use the command line to search or browse, enter in the quick search box on the toolbar instead. Click the icon to send the search.
and Apply Language of Cataloging Delimiter Display using GLIMIR clustering Enter Diacritics Expand/Collapse Clear Search Settings
Select the check box to keep the last search term(s). Enter a search in the text box or click the down arrow to select from up to 10 previous searches. Click to toggle between displaying short or full index, language, or material type lists. Click to customize the short index or material type list. Select check box and then select a language from t...
Search: The way search results display is based on the number of records retrieved (or you can change how the results display): Browse: Browsing results in a list of terms that match or closely match your browse term. The match or closest match is highlighted. To open a record or another list from a results list, double-click an entry, or highlight...
Tips for customizing a list display To resize columns: Click, hold, and drag the vertical corner of a column. To re-sort a list by a column: Click the heading of the column. The client re-sorts the list immediately by the data in the column.
Place the cursor in a variable field or a fixed field element, and click Help > MARC Field Help (or use or ). The description of the field opens in OCLC Bibliographic Formats and Standards. Note: This command is also on the right-click menu.
You must be a subscriber to RDA Toolkit and specify your subscriber logon information in Tools > Options > RDA. See the RDA Toolkit Web site for more information.
Place the cursor in a variable field and click Tools > RDA Toolkit. Note: This command is also on the right-click menu.
Enter Latin script diacritics and special characters included in a standard set of valid characters adopted by the American Library Association (ALA). Notes: Insert a diacritic after the letter it modifies. Optionally, use default assigned keystrokes to insert characters. Click View > Assigned Keys for a complete list.
Create and apply MARC-formatted constant data records to add standard content to bibliographic records without having to re-key. To apply default constant data: Action With an authority record open, click Edit > Constant Data > Online > Apply Default (or press ) (must be logged on), or click Edit > Constant Data > Local > Apply Default (or...
Text strings supplement constant data for entering frequently used, brief data anywhere in a record. To create a text string: To insert a text string:
Place the cursor where you want to insert text, and then: Click Tools > Text Strings. Select a text string and click Apply. Or Click the arrow in the Text Strings quick tool. Click a text string name.
Automatic validation. Taking a final action on a record interactively or via batch processing automatically validates the record, except, by default, when you export or set holdings on existing records. To change validation for these two actions: Separate validation. To validate records before taking actions:
When you control a heading, the system finds a matching authority record and inserts the heading in the bibliographic record as a link. The system automatically maintains future changes to the heading.
Use the FRBR-based prototype OCLC Classify Web service to retrieve a classification number from a matching WorldCat record for any material type:
With any bibliographic record open, click Edit > Classify. Notes: Tools You must designate a classification scheme and variable field in Options > Classify. The client sends the Classify Web service the following numbers from the displayed record for matching in WorldCat, in this order: OCLC control number, ISBN, ISSN, UPC, and LCCN.
Right-click in a record and use any of the following commands on the popup menu. All commands are also on client menus except the one with an asterisk (*) and a note. 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 Ord...
More keystroke shortcuts for editing and navigating in records Keyboard shortcut Corresponding Edit > Cut Copy Paste command Use to do this ... And And And And...
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