Client documentation: Basics

Quick References

• Connexion Client Cataloging Quick Reference
  Other version:
  en español
  Basic instructions for most cataloging functions in the client. Also lists default keystroke shortcuts and toolbar buttons.
  
• OCLC Cataloging Authorization Levels
  Hierarchy of OCLC authorizations. List of actions authorized for each level. Types of master record updates authorized for Full and higher.

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.
  
• Short video demos
  • New local file (create a new local file)
  • Set default file (select a file to use as the default file)
  • Move records (move records from one file to another)
  • Compact/repair local file (force the system to unlock a record or shrink the size of the local file)
    System requirements for video demos are below

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.

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.

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.

Note

• Client guides on the Web and client Help contain the same content.

Connexion client glossary

Glosario en español

Related

• Bibliographic Formats and Standards