Connexion browser documentation

Connexion browser glossary

Getting started

• Requirements, Access, Interface Map
• Set Options and Customize Keyboard Shortcuts
  Setting preferences and options and customizing the interface and keystrokes
• Setup Worksheet for OCLC Connexion Browser
  Settings to check, select, or enter before you use the Connexion browser for cataloging
• OCLC Connexion Browser Tutorials
  Workflow-oriented approach for learning to search and catalog with Connexion

Authorities

• Add and Replace Authority Records (NACO-Authorized Users Only)
  Adding new name authority records, replacing master name authority records and submitting records for national review
• Create Authority Records
  Creating name authority records from workforms or existing records and generating records from name headings
• Edit Authority Records
  Editing authority records, inserting diacritics and displaying and printing records
• Export and Import Authority Records
  Setting export options and exporting authority records, multiple records and flagged records; importing MARC records
• Find Authority Records
  Searching and browsing the Authority File, viewing and using search results and using the flagged authority records screen
• Use Authority Constant Data
  Selecting, creating, editing, finding and using authority constant data
• Use the Authority Save File
  Using, searching and viewing the Authority Save file
• Verify and Control Headings in Bibliographic Records
  Adding and removing authority control, controlling multipart subject headings, automatic compliance with LC authority records, and controllable and uncontrollable fields in MARC and Dublin Core

Cataloging

• Cataloging Authorization Levels
  Actions for each authorization level; master record updates authorized for Full and higher
• Cataloging Quick Reference
  Concise procedures for essential cataloging tasks
• Create Bibliographic Records
  Creating bibliographic records from a workform, an existing record or Web resources; creating multiple records and using extraction shortcuts
• Edit Bibliographic Records
  Editing basics and techniques and instructions for inserting diacritics
• Export and Import Bibliographic Records
  Setting options, exporting records and flagged records and importing MARC records
• Import Records into Connexion (quick reference)
  Downloading records (from Product Services Web) and importing them into browser or client, processing unresolved batch records
• Find Bibliographic Records
  Searching and browsing WorldCat, viewing results, and using results.
• OCLC Catalog Cards
  Describes OCLC catalog cards; includes guidelines and examples of how data you input affects card production
• Take Actions on Bibliographic Records
  Taking actions on bibliographic records in display and edit mode, setting holdings, using Produce, printing records, creating labels, replacing master records and maintaining URLs in bibliographic records
• Use Institution Records
  Using institution records in Connexion browser; covers general information on IRs, finding IRs, creating new IRs, editing existing IRs, and taking actions on IRs
• Use SCIPIO Records
  Using SCIPIO records in Connexion browser; covers general information on SCIPIO records, finding SCIPIO records, creating new SCIPIO records, editing existing records, and taking actions on SCIPIO records
• SCIPIO Cataloging Formats and Standards
  Use the guidelines in this document to create new records for SCIPIO: Art and Rare Book Sales Catalogs in WorldCat; based on AACR2, these guidelines are intended to cover most cataloging needs for creating records for SCIPIO auction sales catalogs
• Use Bibliographic Constant Data
  Selecting, creating, editing, using and finding constant data records
• Use the Bibliographic Save File
  Searching and using the bibliographic save file and showing and exporting flagged records

CatExpress

• CatExpress User Guide
  In-depth information on searching and copy cataloging with CatExpress, data fields and record retrieval

Local Holdings

• A Holdings Primer: Principles & Standards for Local Holdings Records
  General information on Z39.71 Holdings Format and MARC 21 Format for Holdings Data (MFHD); OCLC LDR format and SERHOLD format are also briefly discussed
• Local Holdings Maintenance Quick Reference
  Concise procedures for maintaining local holdings information via Connexion browser
• Find Local Holdings
  Explains how to search for local holdings records in WorldCat and use search results
• Create and Maintain Local Holdings Records
  Procedures for creating, editing, and deleting local holdings records; provides procedures and information for local holdings agents
• Create and Apply Local Holdings Constant Data
  Explains how to create, customize, and apply local holdings constant data records
• OCLC-MARC Local Holdings Format Tag Chart
  Brief, general information on each tag and subfield
• OCLC-MARC Local Holdings Format and Standards
  Detailed reference on the format for OCLC local holdings records. Defines fields, subfields, and indicators. Provides guidelines for creating and editing record content.

Pathfinders

• Create Pathfinders and Add Content
  Creating pathfinders and adding embedded searches, bibliographic records and other pathfinders, linking pathfinders to bibliographic records, adding pathfinders to the database and using pathfinders
• Edit Pathfinder Content
  Setting preferences, editing basics and techniques and adding navigation aids
• Find Pathfinders
  Searching and browsing the Pathfinder database and using results
• Pathfinder Elements in Detail
  Definitions of structural units used for organizing content in pathfinders
• Use Pathfinder Constant Data
  Selecting, creating, editing, finding and using pathfinder constant data
• Use the Pathfinder Save File
  Searching and using the Pathfinder save file and flagged Pathfinder save file

Related

• Bibliographic Formats and Standards
  Tagging conventions, input standards and guidelines for WorldCat records
• Authorities: Format and Indexes
  Provides details on the format of OCLC authority records. Describes indexes and indexed fields/subfields. Also covers procedures for submitting authority record change requests. (Supersedes the Authorities User Guide.)
• Searching WorldCat Indexes
  Detailed descriptions of WorldCat search indexes, including lists of fields and subfields indexed
• Cataloging Label Program
  Documentation for the Cataloging Label Program
• Dewey documentation
  Links to the WebDewey and Abridged WebDewey User Guides and instructions for using Dewey user notes.
• Connexion: Searching WorldCat Quick Reference
  Summary of instructions, formats, techniques, guidelines, examples, and indexes for searching Worldcat using Connexion browser or client
• Connexion: Searching Authorities Quick Reference
  Summary of instructions, formats, techniques, guidelines, examples, and indexes for searching OCLC authority records using the Connexion browser or client
• Cataloging Electronic Resources: OCLC-MARC Coding Guidelines
  Guidelines for creating records in WorldCat
• OCLC-MARC Records
  Record structure, character sets, and exchange media formatting for OCLC-MARC records on magnetic tape, via electronic file transfer and via export. Also provides a list of content designators and their names.
• Enhance training outline
  Overview of the Enhance process and related mechanics, workflow, requirements, policies, practices, control and communication
• WorldCat and Cataloging documentation
  Overview of documentation related to WorldCat cataloging
• WorldCat quality control information
  Links to quality control information

Technical bulletins

• Technical Bulletin 260: OCLC-MARC Format Update 2011
• Technical Bulletin 259: Authorities System Changes
• Technical Bulletin 258: OCLC-MARC Format Update 2010 including RDA Changes
• Technical Bulletin 257: OCLC-MARC Format Update 2009
• Technical Bulletin 256: Abbreviated-Level Record Guidelines
• Technical Bulletin 255: OCLC Format Update 2008