|
|
Requirements,
Access, Interface Map
Hardware and software requirements
Notes to CatExpress users
OCLC Connexion browser is the cataloging system of which CatExpress is a part. CatExpress operates within the Connexion environment, so you use Connexion to access and use CatExpress. Requirements and recommendations for Connexion apply also to CatExpress.
However, examples of possible problems may mention advanced cataloging functions of Connexion that are not available to CatExpress subscribers.
Recommended hardware
| Hardware component |
Recommended |
Notes |
| Processor |
450 MHz Pentium |
Earlier (slower) Pentium processors will work, but less efficiently.
Use at least the recommended processor speed for your operating system.
Do not use Pentium processors with speeds below 166 MHz. |
| Memory |
64MB RAM |
Newer operating systems such as Windows 2000 or Windows XP run more efficiently with 128MB or more. |
| Display resolution |
1024x768 |
Higher or lower resolution will work.
Using lower resolutions, especially 640x480, increases scrolling. |
Browser support
| Browser |
Recommended |
Notes |
|
Internet Explorer
MSN Explorer |
Version 6.0 and 7.0 |
Version 5.5 is also supported.
Versions 5.0 and 5.01 will not work with the system.
Versions 4.0 and 4.01 will not work with the system.
Version 3.x and earlier will not work with the system.
MSN Explorer is based on Internet Explorer and should work with all system functions.
Note to Macintosh users: IE 5.2 running under the OS X operating system has serious flaws that prevent many Connexion functions from working properly. Under earlier versions of the Macintosh OS, IE 5.1 or 5.0 may work adequately with Connexion.* |
| Firefox |
Version 1.5.0.x |
Version 2.0.0.1 is supported. However, this version can cause problems with Connexion popup windows and shortcut keys.
Firefox, like Netscape, is based on Mozilla's Gecko layout engine. Its functionality is similar, but not identical, to that of the Mozilla browser. |
|
Netscape |
Most recent release of version 8.x |
Versions 7.2, 7.0 and 7.1 are supported, but some functions may not work properly.
Version 6.x is not supported.
Note to Macintosh users: Netscape 7.x is recommended as the preferred browser for all versions of the Macintosh OS.* |
| Mozilla |
Most recent release of version 1.7.x |
Mozilla is the open source browser on which Netscape 8 is based. Its functionality is similar, but not identical, to that of Netscape 8. |
| |
*Macintosh users: OCLC does not systematically test Connexion with Macintosh hardware, operating systems or browsers. Advice to Macintosh users is based on limited testing and user reports. |
Connexion browser and Internet Explorer 7
Users have requested information regarding Connexion's compatibility with Internet Explorer 7 (IE7). OCLC is committed to supporting Internet Explorer 7 for Connexion, with the understanding that IE7 is a new product and may take time to become as stable as Internet Explorer 6. As Connexion issues specifically related to using IE7 are identified, OCLC will work to provide an application change or suggest possible workarounds.
However, since IE7 is a recent release, OCLC does not currently recommend upgrading, except in cases where users need to access another web application that requires features only found in IE7. For those who do wish to consider upgrading to IE7, this document provides information on Connexion issues when running Windows XP. At this time, OCLC has not yet tested IE7 running the Vista operating system.
The information referenced below is specifically related to problems/settings related to the Connexion browser. There are currently no known problems that impact IE7 and the Connexion client. If problems that impact the client are identified, OCLC will work to provide an application change or suggest possible workarounds.
See this document for more information on problems and workarounds: www.oclc.org/connexion/support/ConnexionandIE7.doc
Unsupported browsers
The following browsers are not supported for use with the OCLC cataloging system:
- Opera
- AOL (America Online)
- Lynx
- Safari
Browser navigation buttons
| Browser button |
Notes |
|
Back
Forward |
Do not use.
- Move among system screens using only the tabs, buttons, keystroke shortcuts, and other navigation features provided in the Connexion interface.
|
| Stop |
Do not use.
- The browser's Stop button cannot cancel actions because, in most cases, the action is sent immediately to the server. The use of the stop button can also cause display problems.
|
Cache settings for best performance
About cache settings
- Browser cache settings determine how your browser handles redisplaying Web pages you have previously viewed.
- The browser may display the page as it exists in temporary storage (the browser's cache area) or download the latest version of the page from the server.
- Using the recommended settings can improve browser performance by instructing the browser to display stored pages, rather than downloading fresh pages from the server, when revisiting a site.
- Note: Your browser may already be configured to the recommended settings. Many of these settings are defaults supplied with supported versions of Microsoft and Netscape browsers.
Recommended settings
- Set your browser to refresh Web pages automatically when necessary. Do not specify that the browser refresh a page each time you view it.
- Allocate adequate disk space for the browser cache. 10 MB is recommended. Do not specify zero space for the cache, and avoid allowing it to be larger than 50 MB.
- Do not configure Internet Explorer to clear the cache each time you exit the browser (Note: Supported Netscape browsers have no equivalent setting).
- Retain the browser's History (log of recently visited sites) for 4 days.
Notes on cache size
- By default, recent versions of Internet Explorer assign a very large value for cache size. In some cases it may be 200 MB or higher. Unless you regularly download many large video or Flash files, we recommend that you reduce the value for 'Amount of disk space to use' to 10 MB. This is more than sufficient for most users and greatly reduces browser overhead for maintaining the cache.
- Netscape, Mozilla, and Firefox generally default to between 5 and 50 MB of cache. You can accept their defaults unless you experience performance problems. To improve performance, it may help to change the cache size to 10 MB. A cache that is too large often causes just as many problems as one that is too small.
Before changing browser settings
- The recommended settings may not work with certain network security configurations or with some web-based applications.
- If you experience problems with Connexion browser or with other web-based applications when using the recommended cache settings, see the section titled Resolve caching problems (later in this topic).
- Before changing cache/history settings, write down your current settings so that you can restore them if the new settings cause problems.
| Browser |
Setup instructions |
|
Internet Explorer |
- On the Tools menu click Internet Options.
- On the General tab, under Temporary Internet Files, click the Settings button.
- In the Settings dialog box, under Check for newer versions of stored pages, click Automatically.
- Under Amount of disk space to use, type 10 in the text box.
- Then click OK to close the Settings dialog box.
- On the General tab, under History, for Days to keep pages in history, type 4 in the text box.
- On the Advanced tab, under Security (the last group of settings in the list), clear the check box labeled Empty Temporary Internet Files folder when browser is closed.
- Click OK to close the Internet Options dialog box.
|
|
Netscape browsers |
- On the Edit menu, click Preferences.
- In the left pane of the Preferences dialog box, under Navigator, click History.
- In the right pane (the History panel), under Browsing history, for Remember visited pages for the last __ days, type 4 in the text box.
- In the left pane of the Preferences dialog box, under Advanced, click Cache.
- In the right pane (the Cache panel), under Set Cache Options, change the number in the text box to 10. Make sure this number is not 0.
- Under Compare the page in the cache to the page on the network, select When the page is out of date.
- Then click OK to apply the change and close the dialog box.
|
Clear browser cache
Note: JavaScript errors after a Connexion release
- If you experience JavaScript errors immediately after a Connexion release, try refreshing affected pages first, or clear your cache once rather than changing your settings.
- For best browser performance, do not clear the cache more often than necessary.
- But to resolve problems immediately after an install, clearing the cache once may be helpful.
- If clearing the cache does not solve a persistent caching problem, see the section titled Resolve caching problems (later in this topic). Symptoms of caching problems include: old data repeatedly appearing; check boxes not remaining selected; and changes not being retained.
| |
Action |
| 1 |
Close all browser windows, including popups. This step is essential for the cache to be cleared completely. |
| 2 |
Start just one browser window and navigate to a non-OCLC site such as Google or Yahoo. Do not start any other browser windows until after you complete the cache-clearing process. |
| 3 |
Clear the cache.
Internet Explorer:
- On the Tools menu click Internet Options.
- On the General tab, under Temporary Internet Files, click the Delete Files button. In the Delete Files dialog box, select the Delete All Offline Content button. Then click OK.
- Click OK to close the options dialog box.
Netscape browsers:
- On the Edit menu click Preferences.
- In the left pane of the Preferences dialog box, under Advanced, click Cache.
- In the right pane (the Cache panel), click the Clear Cache button.
- Then click OK to close the dialog box.
|
| 4 |
Close, and then restart, the browser. Log on to Connexion browser. |
Resolve caching problems
- If, after using previously recommended cache settings and occasionally clearing the cache, you observe caching problems, you may need to change cache settings to correct the problem.
- Suggested changes. This section recommends that you set your browser to refresh pages every time you visit a page. Using the settings given in this section slows performance but can improve reliability when a workstation has a cache problem that causes the browser to display expired pages or incorrect data.
- These settings should be compatible with other web-based applications, including the following OCLC services: FirstSearch, NetLibrary, and QuestionPoint.
- Before changing cache settings. Before changing cache settings, write down your current settings so that you can restore them if the new settings cause problems.
| Browser |
Setup instructions |
|
Internet Explorer |
- On the Tools menu click Internet Options.
- On the General tab, under Temporary Internet Files, click the Settings button.
- In the Settings dialog box, under Check for newer versions of stored pages, click Every visit to the page.
- Then click OK to close the Settings dialog box.
- On the General tab, under Temporary Internet Files, click the Delete Files button. In the Delete Files dialog box, select the Delete All Offline Content button. Then click OK.
- On the Advanced tab, under Security (the last group of settings in the list), select the check box labeled Empty Temporary Internet Files folder when browser is closed.
- Click OK to close the Internet Options dialog box.
|
|
Netscape browsers |
- On the Edit menu, click Preferences.
- In the left pane of the Preferences dialog box, under Advanced, click Cache.
- In the right pane (the Cache panel), under Compare the page in the cache to the page on the network, select Every time I visit the page.
- At the top of the Cache panel, click the Clear Cache button.
- Then click OK to apply the change and close the dialog box.
|
Cookie options
About cookies
- A cookie is a message a web server sends to your browser. Usually, cookies store information the server uses to manage the session. When you close your browser, cookies that remain in memory are saved to a file on your hard disk. Netscape browsers save cookies in a single file (cookies.txt); Internet Explorer saves individual text (*.txt) files in a cookies folder (locations vary with browser version and Windows version).
- The system uses cookies to update the session timer and keep track of your current screen. Because they are constantly recycled, cookies occupy negligible space in memory or on your hard disk.
- The timer function sends a cookie for each tick of the timer; each new cookie replaces the previous one. Each screen includes a small cookie in the HTTP header, but again the cookie overwrites the one sent with the previous screen.
- Security/privacy. Cookies are not required to use this system. However, some useful optional features will not work correctly if you set your browser to reject cookies. Specifically, the session countdown timer and the session timeout warning may report incorrect times. Also, without allowing cookies, you cannot save your authorization and password to avoid entering these items each time you log on. Cookies used by this system pose very little security risk because, other than the optional authorization and password (which are encrypted), no other user information is captured.
Recommended settings
- When first installed, both Microsoft Internet Explorer and Netscape browsers are set to accept all cookies.
- For best results when using the system, leave this setting unchanged.
Check your cookie settings
| Browser |
To check cookie settings |
|
Microsoft Internet Explorer |
On the Tools menu click Internet Options.
In the Internet Options dialog box, click the Privacy tab.
Adjust the setting to Medium or Medium High.
Click OK to close the Internet Options dialog box. |
|
Netscape browsers |
On the Edit menu click Preferences
In the left pane of the Preferences dialog box, click Privacy & Security.
In the right pane, under Cookies, select Enable cookies based on privacy settings. The default privacy level, Medium, which works with Connexion.
To check or adjust the privacy setting, click the View button (next to the list of options on the Cookies page). When finished, click OK to close the Privacy Settings dialog box.
Click OK to close the Preferences dialog box. |
Popup blocking software
Note: Popup blocking may be enabled on your workstation even if you have not installed a separate program for that purpose. Recent versions of Internet Explorer and Netscape, add-on browser toolbars from Internet search engines and portal sites, security software, and other applications may include a popup-blocking tool or option. Before logging on to Connexion browser, verify that you have turned off all popup-blocking functionality on your workstation, or configured blocking to allow popups from the oclc.org domain.
Download accelerator software
- Software used to enable faster downloading of files through a Web browser can interfere with Connexion browser functions that involve downloading data to a file on your workstation.
- For best results, before exporting records to a file or creating labels for bibliographic records, turn off any download accelerator software you have installed.
Delayed response: do not repeat action
- Do not click again on a button or link, or repeat a shortcut keystroke, while the system is still processing an action.
- Repeating an action while the system is processing your first request actually slows completion of the requested action. The second click or keypress cancels the initial request; processing starts over from the beginning.
- The system may not respond immediately when you start a search, switch record views, or take action on a record. The specific action requested, the number of other users interacting with the server, and the speed of your Internet connection are among the factors that determine response time.
- WorldCat interactions. When your request results in a WorldCat interaction, the system ignores any repeated requests until you reload the page. This prevents added transaction charges and slowed responses that may occur if the system sends repeated commands. Note: Using the browser's Stop button while waiting for a WorldCat response may prevent the system from reactivating the requested function.
Unicode fonts recommended
- For best results when viewing and editing records and pathfinders, and when viewing web-based resources, specify a Unicode font in your browser (font settings are found in Options or Preferences). Using a Unicode font lets you take full advantage of the system's adoption of the Unicode standard for character encoding.
- For an extensive set of diacritics and special characters, OCLC recommends that you have the Arial Unicode Microsoft font (Arial Unicode MS) installed on your workstation and specified in your browser. Microsoft provides the font with many applications, including Microsoft Office 2000, Office XP, FrontPage 2000, and Publisher 2002.
Note: The Arial Unicode MS font is not installed by default with these Microsoft applications. For installation instructions, start a Microsoft application such as Word, open Help, and search Help for unicode or Arial Unicode MS.
- The Lucida Sans Unicode font, provided with Microsoft Windows 2000 and Windows XP, has a less-complete character set but may meet your needs.
- The system currently enables display and editing of the ALA character set for bibliographic and authority records. For pathfinders, the system supports entry and display of all Unicode characters, including characters from non-Roman scripts. Future releases will expand support for non-Roman scripts.
- The system uses the UTF-8 character format to communicate with Web browsers and as its internal storage format. UTF-8 is a compact encoding of Unicode, a widely adopted standard that supports the communication of a large array of characters from the world's chief languages and scripts.
- More? Search Help for the keyword diacritics or Unicode.
Browser font settings
- Note: You must have the recommended fonts installed on your workstation before you can select them in your browser.
| Browser |
Check or change font settings |
|
Microsoft Internet Explorer
Note: For best results with Connexion and other sites or applications, select Unicode fonts for both Latin Based and User Defined language scripts. |
- On the Tools menu click Internet Options.
- In the Internet Options dialog box, on the General tab, click the Fonts button.
- In the Fonts dialog box, from the Language Script list, select Latin Based.
- Under Web Page Font, select Arial Unicode MS.
- Under Plain Text Font, select a Unicode font if one is listed.
- In the Fonts dialog box, from the Language Script list, select User Defined.
- Under Web Page Font, select Arial Unicode MS.
- Under Plain Text Font, select a Unicode font if one is listed.
- Click OK to close the Fonts dialog box. Then click OK again to close the Internet Options dialog box.
|
|
Netscape browsers
Note: For best results with Connexion and other sites or applications, select Unicode fonts for both Unicode and Western encoding. |
Select fonts for Unicode encoding
- On the Edit menu click Preferences
- In the left pane expand the Appearance category and then click Fonts.
- In the right pane, from the Fonts For list, select Unicode.
- From the Proportional list, select Sans Serif.
- From the Sans Serif list, select Arial Unicode MS.
- From the Monospace list, select Lucida Sans Unicode.
- Click OK to apply the change and close the Preferences dialog box.
Select fonts for Western encoding
- Reopen the Preferences --> Fonts dialog box.
- From the Fonts For list, select Western.
- Repeat steps 4 through 7 to complete selecting Unicode fonts.
|
Show Connexion icon in Favorites (bookmarks)
- When you add the URL for the Connexion logon screen to the Favorites (bookmarks) list in your browser, the new Favorites item includes a Connexion icon.
- In Internet Explorer, the Connexion icon may not appear if you previously added the logon screen URL to your Favorites or to the browser's Links bar.
- To show the icon in the IE Favorites and/or Links bar, follow these steps.
Note: Display of icons in Netscape bookmarks may work differently.
| |
Action |
| 1 |
In Internet Explorer, delete all existing shortcuts to connexion.oclc.org. this includes items in Favorites and items on the Links bar. |
| 2 |
Clear the browser cache. |
| 3 |
Close all browser windows. |
| 4 |
Start Internet Explorer and go to http://connexion.oclc.org. |
| 5 |
At the Connexion logon screen, add the URL to the Favorites list. After the item appears with the Connexion icon in Favorites, you can copy the item and paste it on the Links bar or to the desktop. |
back to top
Log on, log off, and set up automatic logon
URL for access to OCLC Connexion
| Access Type |
URL |
| General Access |
http://connexion.oclc.org |
Log on (start session)
- Automatic logon. For faster logon, set up a default authorization and password.
- Cataloging session or Dewey-Only session.
| |
Action |
| 1 |
Point your browser to the appropriate Connexion URL (see table).
Result
- Connexion displays the logon screen for a cataloging services session.
- Or
- If your default authorization is designated Dewey-Only, Connexion displays the Dewey Services-only logon screen.
|
| 2 |
Enter authorization and password:
- Default authorization and password. Use the displayed authorization. Type the password if not already supplied.
- Multiple saved authorizations. Select a saved authorization from the list. Type the password if not already supplied.
- Type an authorization number and password.
|
| 3 |
Click Logon or Logon to Dewey-Only Session or press <Enter>. |
About the Related Links
Note: Top link toggle
| Link |
Description |
|
Dewey-Only Session
Shortcut Key
<Ctrl><Shift><1> |
Top link in the Related Links area of logon screen for a Connexion cataloging session.
- Click to switch to a logon screen for a Dewey Services Only session (access only to the Dewey services to which you subscribe).
Authorization. To start a Dewey-Only session, you need one of the following:
- An OCLC Cataloging service authorization that includes a subscription to WebDewey and/or Abridged WebDewey.
- An authorization for Dewey Services only (no access to OCLC Cataloging services).
Why use? Dewey-Only sessions provide access to WebDewey and/or Abridged WebDewey and
- Do not incur access and user support fees
- Do not count against simultaneous logon limits for libraries subscribing to flat fee Internet access
- Include a default inactivity timeout of 120 minutes (default timeout for other Connexion sessions is 40 minutes)
|
|
Cataloging Session
Shortcut Key
<Ctrl><Shift><1> |
Top link in Related Links area of logon screen for a Dewey-Only session.
- Click to switch to a logon screen for a Connexion cataloging session (access to all Connexion services for which you are authorized).
Authorization. To start a cataloging session, you need an OCLC cataloging services authorization number and password. |
|
Connexion Documentation
Shortcut Key
<Ctrl><Shift><2> |
Link to a page on the OCLC web site that lists all Connexion-specific documentation and related resources. |
|
Connexion Tutorials
Shortcut Key
<Ctrl><Shift><3> |
Link to a page on the OCLC web site that lists Connexion online tutorials.
Tutorials available:
- Using Connexion, An OCLC Tutorial. Covers essential cataloging functionality in the Connexion browser interface, including retrieving, editing, and taking final actions on bibliographic records.
- CatExpress tutorial
- WebDewey tutorial
- Pathfinders tutorial
|
|
OCLC Cataloging Label Program
Shortcut Key
<Ctrl><Shift><4> |
Link to the product page for the OCLC Cataloging Label Program.
From this page, you can
- Download the Label Program software.
- View the TourGuide (brief online tutorial) for the label program.
- View or download documentation.
- Find other resources to help you use the product effectively.
|
|
Product Services Web
Shortcut Key
<Ctrl><Shift><5> |
Link to OCLC Product Services Web site (PSW).
- Click to log on automatically to PSW using the authorization and password currently visible on the logon screen.
- The link takes you directly to the Records and Reports screen in Product Services Web.
Product Services provides product support information and records and reports for viewing and downloading.
Use OCLC Product Services Web to:
- Download records and reports.
- Download macros and scripts.
- Download software and documentation.
- Find product support and product information.
- Read answers to Frequently Asked Questions.
Authorization and password required.
- To download records and reports or software and documentation, you must log on to PSW with a valid OCLC authorization.
- Automatic logon to PSW uses your default Connexion authorization and password, if any.
- Or type the authorization and password you want to use.
More? For more information about Product Services Web, see the PSW Reference Card at
http://www.oclc.org/support/documentation/pdf/pswrefcard.pdf |
|
OCLC Usage Statistics
Shortcut Key
<Ctrl><Shift><6> |
Link to OCLC Usage Statistics.
- Click to log on automatically to the Usage Statistics server using the authorization and password currently visible on the logon screen.
- The link takes you directly to a screen listing the Connexion statistics available for your institution.
For more information on the available reports and instructions for viewing reports, click Help on the Usage Statistics screen. |
|
System Alerts
Shortcut Key
<Ctrl><Shift><7> |
Link to the OCLC System Alerts page.
If you have difficulties while logging on to Connexion or while using the system, check this page for information on any known system problems. |
Set up automatic logon (Local Browser Settings)
- You can save your Connexion authorization number and password to avoid retyping this information each time you log on.
- You can save up to ten authorizations and passwords and then select the authorization to use when logging on. If desired, you can set your most-used authorization as the default.
- You can assign a name (up to 8 characters) to each authorization/password pair to specify a purpose, type (Limited, Full, etc.), project, user's name, or other identifier.
- For each entry, you can save authorization number only or authorization and password. You can designate a saved authorization as Dewey Services only.
- The logon information you supply is saved by your browser as a cookie. The cookie, a small text file, resides on your workstation, in your browser's cookies folder. If you use multiple browsers to access Connexion (for example, if you use both Internet Explorer and Netscape), you must save the Local Browser Settings in each browser.
- As a security measure, the system encrypts your authorization and password both when storing them on your workstation and when sending them to the Connexion browser.
- To save your authorization and/or password, you must enable cookies in your browser.
Use Local Browser Settings
| To do this |
Procedure |
|
Save a default authorization |
- Type an authorization number (required).
- Type a password (optional). If you prefer to enter the password each time you log on, leave the Password box empty.
- In the Name box, type an identifier (up to 8 characters) for the authorization/password combination (optional).
- In the Dewey-Only box, type Y or N (required).
- Set as default authorization. Click to select the Default option button for the authorization you entered. Or select No Default Authorization.
- When finished, click Save Settings. Then click OK.
|
|
Save multiple authorizations |
- For each entry,
- Type an authorization number (required).
- Type a password (optional). If you prefer to enter the password each time you log on, leave the Password box empty.
- In the Name box, type an identifier (up to 8 characters) for the authorization/password combination (optional).
- In the Dewey-Only box, type Y or N (required).
- Repeat step 1 to add another entry.
- Set a default authorization (optional). Click to select the Default option button for the authorization you want to use. Or select No Default Authorization.
- When finished, click Save Settings. Then click OK.
|
|
View list of saved authorizations and names |
- On the login screen, open the Choices list and click the last item, More Details.
- In the Authorization List window, click an authorization number to select it. Or click Close Window to return to the login screen.
Results
- When you click an authorization number, the Authorization List window closes and the selected authorization appears on the login screen, ready for use.
|
|
No default authorization |
- Click to select the option button for No Default Authorization.
- (Optional) Default Dewey-Only logon. To set the Dewey-Only Session logon screen as the default, change the Dewey-Only setting to Y.
- Click Save Settings. Then click OK.
|
|
Save new or changed settings |
Results
- The system displays a confirmation message.
- When you click OK, the Local Browser Settings window closes.
|
|
Undo changes, restore previously saved settings |
Results
- The system cancels any changes you made since you opened the Local Browser Settings window.
- Settings previously saved (if any) appear on the screen. Or the system restores the original system defaults (all text removed, no default authorization).
|
|
Restore system defaults (delete all entries) |
- Click System Defaults.
- Click OK to confirm that you want to erase all saved authorizations/passwords and set Dewey-Only options to No.
Results
- Authorization numbers, passwords, and Dewey-Only settings are removed.
- No Default Authorization is selected, with Dewey-Only set to No.
|
Why use a Dewey-Only session?
Benefits for OCLC cataloging users:
- Session does not incur access and user support fees.
- Session does not count against simultaneous logon limits for libraries subscribing to Flat Fee Internet access.
- Dewey-only sessions have a default inactivity timeout of 120 minutes (default timeout for other Connexion sessions is 40 minutes).
- You can start a Dewey-only session from within Connexion cataloging session via automatic logon.
- You can start a cataloging session via automatic logon from within a Dewey-only session.
- You can have both a cataloging session and a Dewey-only session open at once and switch between them while working. You are charged access and user support fees for the cataloging session as long as that session remains open.
Benefits for Dewey Services subscribers:
- The 120-minute inactivity timeout lets you remain logged on to WebDewey and/or Abridged WebDewey while you switch to another application to complete other cataloging tasks. Your Dewey Services session stays active, ready for use when you need it.
Start cataloging session or Dewey-Only session
Start Dewey-Only session
| Start session |
Procedure |
|
Default Dewey-Only session |
If you designate your default authorization as Dewey-Only (in Local Browser Settings), the system automatically displays the Dewey-only logon screen.
- Enter authorization and password:
- Default authorization and password. Use the displayed authorization. Type the password if not already supplied.
- Multiple saved authorizations. Select a saved authorization from the list. Type the password if not already supplied.
- Or type an authorization number and password.
- Click Logon to Dewey-Only Session or press <Enter>.
Result
- The system starts a Dewey-Only session and displays the Connexion home screen.
|
|
From Connexion cataloging logon screen |
- Under Related Links, click Dewey-Only Session.
- Enter authorization and password:
- Default authorization and password. Use the displayed authorization. Type the password if not already supplied.
- Multiple saved authorizations. Select a saved authorization from the list. Type the password if not already supplied.
- Or type an authorization number and password.
- Click Logon to Dewey-Only Session or press <Enter>.
Result
- The system starts a Dewey-Only session and displays the Connexion home screen.
|
|
From Connexion cataloging session
Shortcut Key
<Alt><N> |
- On the Dewey Services tab, under Show Options, click Start Dewey-Only.
Or press <Alt><N>.
Result
The system
- Opens a new browser window for the Dewey-Only session.
- Logs you on automatically to the new session.
- Selects the Dewey Services tab and displays the screen you specified as the Dewey Session Start Page (on the Dewey Services Options screen, under New Session Options).
Specify starting screen for Dewey-Only session
- On the Dewey Services Options screen, under New Session Options, use the list labeled Dewey-Only Session Start Page to select the screen you want displayed immediately after you start a new Dewey-only session from a cataloging session.
Default setting: Search WebDewey (or Search Abridged WebDewey).
Choices (available options determined by your subscription): Search WebDewey, Browse WebDewey, Search Abridged WebDewey, and Browse Abridged WebDewey. |
Start cataloging session
| Start session |
Procedure |
|
Default cataloging session |
Unless you designate your default authorization as Dewey-Only (in Local Browser Settings), the system automatically displays the logon screen for a cataloging session.
- Enter authorization and password:
- Default authorization and password. Use the displayed authorization. Type the password if not already supplied.
- Multiple saved authorizations. Select a saved authorization from the list. Type the password if not already supplied.
- Or type an authorization number and password.
- Click Logon or press <Enter>.
Result
- The system starts a cataloging session and displays the Connexion home screen.
|
|
From Dewey-Only logon screen |
- Under Related Links, click Cataloging Session.
- Enter authorization and password:
- Default authorization and password. Use the displayed authorization. Type the password if not already supplied.
- Multiple saved authorizations. Select a saved authorization from the list. Type the password if not already supplied.
- Or type an authorization number and password.
- Click Logon or press <Enter>.
Result
- The system starts a cataloging session and displays the Connexion home screen.
|
|
From Dewey-Only session
Shortcut Key
<Alt><N> |
- On the Dewey Services tab, under Show Options, click Start Cataloging.
Or press <Alt><N>.
Result
The system
- Opens a new browser window for the Cataloging session.
- Logs you on automatically to the new session.
- Selects the Cataloging tab and displays the screen you specified as the Cataloging Session Start Page (on the Dewey Services Options screen, under New Session Options).
Specify starting screen for Cataloging session
- On the Dewey Services Options screen, under New Session Options, use the list labeled Cataloging Session Start Page to select the screen you want displayed immediately after you start a new cataloging session from a Dewey-only session.
Default setting: Search WorldCat.
Choices: Search WorldCat, Browse WorldCat, Search Authorities, and Browse Authorities. |
Switch between active sessions: tips
- Switch sessions via the taskbar. When you have both a cataloging session and a Dewey-only session open, you can use the Windows taskbar to switch between the sessions. To switch,
- Click the browser icon for the session you want to use.
- Or press <Alt><Esc> to move through all running programs to reach the window for the session you want.
- Or press <Alt><Tab> to select the correct browser icon from a list of icons for all running programs.
- Shortcut to start new session. The keyboard shortcut <Alt><N> automatically opens a new session.
- In a Dewey-Only Session, pressing <Alt><N> opens a cataloging session.
- In a cataloging session, pressing <Alt><N> opens a Dewey-Only session.
- Which session is this?
- In a Dewey-Only session, only the Dewey Services tab and the General tab are present.
- In a cataloging session, the Cataloging and/or Authorities tab(s) are present; tabs for other Connexion services may also appear, depending on your authorization and your customization of the interface.
Log off (end session)
| |
Action |
| 1 |
At the right end of the header bar at the top of the screen, click Logoff or press <Alt><L>.
If no records remain in edit mode, the system ends your session and displays the logoff screen.
The logoff screen lists the time you logged on, the time you logged off, and the duration of your session. At the bottom of the logoff screen is a link to the logon screen, so that you can log on again conveniently. |
| 2 |
If any records remain in edit mode, the system notifies you that you will lose your edits unless you save the records or complete the records (add them to, or replace them in, the appropriate database) before logging off. You can
- Log off and discard unsaved edits. On the message screen, click Logoff Anyway.
- Or
- Complete edits and save, add, or replace record(s). On the message screen, click Show Active Records. At the Active Records screen, find the section for the service and/or database you were using. To view a record, click the hyperlinked title of the record you want.
- When finished completing or saving records, on the header bar click Logoff or press <Alt><L>.
Note: Turn off logoff warning for active records
If you prefer not to be notified about active records before logging off, use the Show or Hide Logoff Warning option to prevent the system from displaying this warning.
- On the General tab, click Admin. On the Preferences screen, click General Options. Then click Interface Customization Options.
- On the Interface Customization Options screen, find the Show or Hide Logoff Warning option and select Hide.
|
End session via automatic logoff
- With automatic logoff turned on (the default setting), you can also end a session by closing your browser.
No automatic logoff (not recommended)
- If you turn off the automatic logoff function, closing the browser does not end a session. The session remains active until the Connexion server ends it after 40 minutes of inactivity.
- Note: Setting a shorter inactivity timeout period via the Session Timer option does not work to end a session after you close the browser. The browser, not the Connexion server, monitors inactivity intervals less than 40 minutes.
- When a session remains open, the system treats that session as a regular user session. The open session counts against simultaneous logon limits for libraries that subscribe to Flat Fee Internet access. You (or others from your institution) may be unable to log in again until an inactivity timeout ends the "lost" session.
- OCLC User & Network Support staff can end the active session. .
About the session timer and inactivity timeout
Inactivity timeout
Why unexpected timeouts can occur
- The system cannot recognize activity that does not involve interaction with the server.
- When you edit or type in a text box, for example, you are working locally: changes occur on the displayed screen, but you do not interact with the server. The system does not recognize these changes as activity until you take an action that involves the server; for example: starting a search or browse, selecting a record from search results, saving a user note, etc.
- If you spend more than 40 minutes working locally without taking an action that requires interacting with the server, the inactivity timer may log you off.
Prevent unexpected timeouts
- Timer display. Check the time remaining before a timeout on the digital timer display. You can locate the countdown timer on the header bar or on the status bar. The display shows the number of minutes and seconds remaining before an inactivity timeout will occur. For cataloging sessions, the timer counts down from 40 minutes (or an interval of 10 to 40 minutes you specify) until you interact with the server (120 minutes for Dewey-only sessions). After each interaction, the timer resets and counts down again until the next interaction.
- Timeout warning. The system automatically warns you 5 minutes before a session is about to expire due to inactivity. You can specify that the warning appear from 1 minute to 9 minutes before the session will expire. And you can have the message appear in a pop-up box (instead of in the menu area or the Connexion screen) to make it more noticeable.
- More frequent interaction. While working, periodically take an action such as switching screens, moving between records and a results list, etc. Make a habit of interacting every few minutes, just as you make a habit of saving your work often while using desktop software.
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Accessibility features
Accessibility features (Connexion browser)
- Accessibility features make it easier for users with disabilities to use Connexion browser effectively. The Connexion browser interface is compliant with most of the United States Section 508 requirements. Blind users, or users with limited vision, may use a screen reader to read the text and properly marked-up images on the page. Users with limited manual dexterity or limited eye-hand coordination can use the keyboard to access functionality usually accessed with a mouse.
- Accessibility features can also provide additional capabilities for all users, provided that their browsers support those features. All versions of Internet Explorer, FireFox and other browsers that are officially supported by Connexion can provide the features listed in this topic. Note that internal errors ("bugs") in the browser can sometimes prevent features from working as expected.
List of accessibility features
- Keyboard shortcuts. Keyboard shortcuts allow you to click a button or link, or select from a list, by combining the <Alt> key (or <Ctrl> or <Ctrl><Shift> keys) with another key. Once you log on to Connexion browser, you can view a list of all keystroke shortcuts by pressing <Shift><F7>. To print the list of shortcuts, click the Print button at the top of the list window.
- Hover text for images, form elements, and some links. All graphical buttons and icons that convey information have associated text that appears when you hover the cursor over them. The HTML coding for image text uses both the ALT attribute and the TITLE attribute for maximum compatibility with screen readers. Buttons that are generated by JavaScript without images do not have mouseover text because screen readers can access the button text directly.
- Tables. Most tables use the TH (table heading) tag for row and column headings and the TD (table data) tag for data. Some screen readers use this information to associate row and column headings with individual cells.
- Skip navigation The cursor is automatically positioned to the first input field below the repetitive navigation links that appear on every screen. In addition, a keyboard shortcut is provided that skips the repetitive links and positions to the end of the repetitive navigation area.
- Resizable text. All text outside of images in Connexion browser is resizable in the browser, so users with limited vision can request larger text if desired.
- Other features. The administrative area provides several accessibility options on the Interface Customization Options screen. (To access these settings, on the General tab, click the Admin button, select General Options, and then click Interface Customization.) These options include:
- Optimize Images. allows use of images instead of text for the tabs and oval action buttons in the upper navigation area, as well as in many (but not all) other lower areas of the application.
- Show or Hide Go Button. places a Go button in the navigation area so that JavaScript will not automatically activate a choice highlighted on one of the navigation lists (Search, Browse, Create, and Show). This option does not yet apply to areas other than the navigation bar, but the keystroke <Alt><DownArrow> can be used in supported browsers to make selection from those lists (such as the Edit, Action, and View lists on record screens) more accessible.
- Session Timer Options. provides options that allow a visible warning which can be detected by screen readers when your session is ready to expire, and a button that can be used to extend the session.
- Size of Tab Images and Text in Navigation Bar. provides a much larger set of navigation tabs and buttons for those who have chosen to resize text significantly.
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Active Records screen
Why use the Active Records screen?
- Resume editing a record after interrupting your work.
- Switch between multiple active records.
- If Connexion warns you at logoff that you have unsaved, edited records, review your active records and decide whether to save or complete them before logging off.
Record list
- The Active Records screen lists records currently in edit mode, in any database to which you have access.
- Records are listed under headings that indicate the record type or the database from which you retrieved the record.
- Headings appear only for categories in which you have active records.
- Within each category, the last-opened record appears at the top of the list. The record opened first appears at the bottom.
- For bibliographic and authority records, the list includes both locked master records and copies of records you are editing for local use.
- The Active Records screen also lists new records or constant data records you have not yet saved or added to a database.
- The CatExpress service does not use the Active Records screen.
Go to Active Records screen
| Action |
|
Keystroke shortcut
- On any screen, press <Ctrl><Shift><9>.
Navigation bar button or keystroke
- On any tab, click Show or press <Alt><4>.
View listed record
- On the Active Records screen, the record most recently opened in edit mode, within the top category on the screen, is highlighted.
- To view the highlighted record, press <Enter>.
- Press <Tab> or <Shift><Tab> to move to other records in the list. Note: Highlighting disappears when you press <Tab> or <Shift><Tab> to select another listed record.
Note: The Active Records screen is not available from the Express tab (CatExpress service) or the General tab. |
Active Records categories
| Category |
Description |
|
Bibliographic Records
Note: Active local holdings records and/or institution records linked to a bibliographic record are listed under the master bibliographic record to which they are attached. |
- The Bibliographic Records category lists records retrieved from WorldCat and newly created records (workforms).
- The link for each active record includes the OCLC control number and the title or (if the record contains no title) No Title Provided.
- For a locked master record, the link includes the label (Locked).
- For new records (not yet saved or added to WorldCat), the link shows only the title or No Title Provided.
- The link to an active local holdings record (LHR) or LHR workform appears under the link to the bibliographic record to which the LHR is attached. The link on the Active Records screen shows the OCLC symbol of the institution that owns the LHR, and the location (holding library code) associated with the LHR.
- The link to an active institution record (IR) or IR workform appears under the link to the bibliographic record to which the IR is attached. The link on the Active Records screen identifies the institution that owns the IR.
|
| Bibliographic Save File |
- The Bibliographic Save File category lists records retrieved from the save file.
- The link for each active record includes the save file number and the title or (if the record contains no title) No Title Provided.
- For a locked master record, the link includes the label (Locked).
|
| Bibliographic Constant Data |
- The Bibliographic Constant Data category lists records retrieved from the constant data database and newly created constant data records.
- The link for an active constant data record shows the constant data name.
- For a newly created CD record, the link text is New.
|
| Local Holdings Constant Data |
- The Local Holdings Constant Data category lists records retrieved from the LH constant data database and newly created LH constant data records.
- The link for an active LH constant data record shows the constant data name.
- For a newly created LH CD record, the link text is New.
|
| Authority Records |
- The Authority Records category lists records retrieved from the Connexion Authority file and newly created authority records (workforms).
- The link for each active record includes the ARN and the main entry or (if the record contains no main entry) No Main Entry Provided.
- For a locked master record, the link includes the label (Locked).
- For a new authority record (not yet saved or added to the Authority File), the link shows only the main entry or No Main Entry Provided.
|
| Authority Save File |
- The Authority Save File category lists records retrieved from the save file.
- The link for each active record includes the save file number and the main entry or (if the record contains no main entry) No Main Entry Provided.
- For a locked master record, the link includes the label (Locked).
|
| Authority Constant Data |
- The Authority Constant Data category lists records retrieved from the constant data database and newly created constant data records.
- The link for an active constant data record shows the constant data name.
- For a newly created CD record, the link text is New.
|
| WebDewey User Notes or Abridged WebDewey User Notes |
The User Notes categories show the following types of hyperlinks for active user notes:
- Notes are identified by title.
- Note workforms not yet saved are also identified by title.
- For a Note workform without a title, the hyperlink text is No Title Provided.
|
| Digital Archive Records |
- The Digital Archive Records category lists records retrieved from the Digi.tal Archive and newly created records.
- The link for each active record includes the control number (assigned when the record was added to the DA database) and the title or (if the record contains no title) No Title Provided.
- For a new record (not yet saved or added to the Digital Archive), the link shows only the title or No Title Provided.
|
| Digital Archive Save File |
- The Digital Archive Save File category lists records retrieved from the save file.
- The link for each active record includes the save file number and the title or (if the record contains no title) No Title Provided.
|
| Digital Archive Constant Data |
- The Digital Archive Constant Data category lists records retrieved from the constant data database and newly created constant data records.
- The link for an active constant data record shows the constant data name.
- For a newly created CD record, the link text is New.
|
| Pathfinders |
- The Pathfinders category lists pathfinders retrieved from the pathfinders database and newly created pathfinders.
- The link for each active pathfinder includes the pathfinder number and the title or (if the pathfinder contains no title) No Title Provided.
- For a new pathfinder (not yet saved or added to the pathfinders database), the link shows only the title or No Title Provided.
|
| Pathfinder Save File |
- The Pathfinder Save File category lists records retrieved from the save file.
- The link for each active pathfinder includes the save file number and the title or (if the pathfinder contains no title) No Title Provided.
|
| Pathfinder Constant Data |
- The Pathfinder Constant Data category lists records retrieved from the constant data database and newly created constant data records.
- The link for an active constant data record shows the constant data name.
- For a newly created CD record, the link text is New.
|
Record used to create a new record not on Active Records screen
- When you create a new bibliographic record or authority record (using the Derive New Record action), or clone a pathfinder, the base record (the record you derived from or the pathfinder you cloned) is no longer listed on the Active Records screen.
- The link for the new record or pathfinder contains the title or main entry only (not a record number or save file number).
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System home page and navigation bar
About the home page
The home page is the first screen you see after you log on to OCLC Connexion.
To return to the home page at any time, click Home on the header bar at the top of the screen.
Use the home page to
- View the OCLC Cataloging Message of the Day.
- Find links to documentation, news, and instructions.
Message of the Day
The OCLC Cataloging Message of the Day appears in the center of the home page.
View OCLC system news
The News area provides access to current information of interest to OCLC users. News topics include:
- General OCLC announcements
- News about specific products and services
- Release notes describing recent system updates
- Information on planned system enhancements
Access OCLC system news
| Action |
Result |
|
On the General tab, click News.
Or
On the home page, in the gray column on the right, under Topics, click News. |
The Search News screen appears.
To find items of interest, you can
- Retrieve all current News items
- Retrieve News by category
- Search for words in the titles of News items
- Search for words in the contents of News items
|
Topics and Useful Links
The gray column on the right provides quick access to information and tools for Connexion users:
- Search screen for searching OCLC System News.
- Documentation for OCLC Connexion.
- Product information on OCLC Connexion and related cataloging services.
- WorldCat statistics page on the OCLC web site.
- The OCLC System Alerts page. If you have difficulties while using the system, check this page for information on any known system problems.
- Web-based forms for requesting changes to WorldCat records or Authority File records, and for requesting a merge of duplicate records.
- OCLC Usage Statistics, a Web application that lets you view statistics on cataloging activity for your institution or for your authorization.
- Legal information such as software license terms and copyright statements.
- Information to help you identify and resolve problems with Connexion browser. The Known problems and troubleshooting link displays a page on the OCLC Web site that lists known problems and provides a troubleshooting checklist.
Navigation Bar
- Appears at the top of all screens.
- Contains a set of tabs, one tab for each service available to you. Your authorization and/or subscriptions to specific services determine which service tabs appear.
- On each service tab, provides buttons labeled Search, Browse, Create, and Show. Click a button for access to a frequently used function.
- On each service tab, provides lists labeled Search Options, Browse Options, Create Options, and Show Options. Open an Options list to select a specific function.
- Includes a General tab that lets you set preferences to customize the navigation bar, assign shortcut keys to frequently used actions, set service-specific options, access OCLC System News, and view web-based documentation for OCLC Connexion.
- Lets you navigate by clicking a tab, a button, or an item on an Options list.
- Supports keyboard-only navigation if you prefer to avoid using a mouse.
- Can be customized to meet your needs. For example, you can hide tabs for services you rarely use, add a horizontal scroll bar, enlarge the tabs and text, or facilitate keyboard-only access to the Options lists.
- The header bar is the black bar at the top of each screen, above the navigation bar.
- Via links on the header bar, you can access the functions listed in the following table.
| Header link |
Use it to |
| Home |
Return to the system home page. |
| Help |
Get context-specific help for the current screen.
From the Help window, you can search Help for additional information. |
| Diacritics |
View a table of diacritics and special characters
Use the table to identify a character, find a character by name, or copy a character for input in a record. |
| Contact |
Send a problem or question via e-mail to your regional network, service center, or OCLC User and Network Support.
Send a suggested change or enhancement via e-mail to the OCLC product specialists. |
| Logoff |
Log off the system and return to the login page. |
Navigation keys
- You can use tabs, buttons, and Options lists on the navigation via keyboard only.
- The keystrokes work in all supported versions of Internet Explorer and in supported versions of Netscape 6.x and Netscape 7.
- Sometimes a keystroke does not work because the navigation bar is not the active frame (screen area). If a keystroke should work but does not, click once on the navigation bar to make it the active frame. (Click the open area at the right end of the navigation bar.) Then repeat the keystroke.
| Purpose |
Keystroke |
|
Header bar -- select an action |
|
Home |
<Alt><O> |
|
Help |
<Alt><H> |
|
Contact (Support) |
<Alt><S> |
|
Diacritics |
<Alt><,> (comma) |
|
Logoff |
<Alt><L> |
|
Tabs -- select a tab (if it is visible on screen) |
|
Cataloging |
<Alt><C> |
|
Authorities |
<Alt><A> |
|
Pathfinders |
<Alt><P> |
|
Express |
<Alt><E> |
|
Dewey Services |
<Alt><D> |
|
Digital Archive |
<Alt><I> |
|
General |
<Alt><G> |
|
More |
<Alt><M> |
|
Buttons -- select a button (on active tab) |
|
Search
Or
News on General tab |
<Alt><1> |
|
Browse
Or
Admin on General tab |
<Alt><2> |
|
Create
Or
Documentation on General tab |
<Alt><3> |
|
Show |
<Alt><4> |
|
Options lists -- select list (on active tab)
Go button off. If you did not add a Go button to the navigation bar,
- Press the shortcut key for the Options list.
- Then press <down-arrow> once to select first item on the list.
Go button on. If you added a Go button to the navigation bar,
- Press the shortcut key for the Options list.
- Then press <down-arrow> to select an option.
- Then press <Enter> to take action (if you have not moved the cursor from the Options list).
- Or press <Alt><8> to take action (if you moved the cursor to a position in the lower frame of the screen).
|
|
Search Options |
<Alt><!> |
|
Browse Options
Or
Admin Options on General tab |
<Alt><@> |
|
Create Options |
<Alt><#> |
|
Show Options |
<Alt><$> |
|
Other Options
Express tab only |
|
|
Bypass navigation bar
Note: This function is included to facilitate use of screen-reading software. |
|
Skip links on header bar and tabs; move to end of navigation bar.
Press <Tab> to move to first field or list on current screen. |
<Ctrl><K>
Or
<Alt><F9> |
|
Switch between navigation bar and main frame (record or dialog box) |
|
Move from navigation bar to record/dialog frame
Or move to navigation bar from record/dialog frame |
<Ctrl><Shift><Tab> (Internet Explorer)
Or
<Ctrl><Tab> (Netscape 6) |
Keystrokes for search and browse screens
Note: You cannot customize these keystrokes.
| To go to this screen |
Press these keys |
|
Search WorldCat |
<Ctrl><Shift><W> |
|
Search Bibliographic Save File |
<Ctrl><Shift><T> |
|
Search Authority File |
<Ctrl><Shift><J> |
|
Search Authority Save File |
<Ctrl><Shift><O> |
|
Browse WorldCat (Title Phrase or Scan Title search) |
<Ctrl><Shift><B> |
|
Browse Authority File |
<Ctrl><J> |
|
View WorldCat Search History |
<Alt><=> (Alt + equal sign) |
|
WorldCat Group Results |
<Ctrl><0> |
|
WorldCat Search Results |
<Ctrl><1> |
|
Bibliographic Save File Search Results |
<Ctrl><3> |
|
Bibliographic Constant Data Search Results |
<Ctrl><4> |
|
WorldCat Browse Results |
<Ctrl><6> |
|
Bibliographic Review File Search Results |
<Ctrl><7> |
|
Local Holdings Group Summary |
<Ctrl><8> |
|
Local Holdings Institution Summary |
<Ctrl><9> |
|
Local Holdings Constant Data Search Results |
<Ctrl><-> (hyphen) |
|
Authority File Search Results |
<Ctrl><Shift><0> |
|
Authority Save File Search Results |
<Ctrl><Shift><1> |
|
Authority Constant Data Search Results |
<Ctrl><Shift><3> |
|
Authority File Browse Results |
<Ctrl><Shift><4> |
|
Authority Review File Search Results |
<Ctrl><Shift><7> |
|
Show Active Records |
<Ctrl><Shift><9> |
|
Search Dewey User Notes |
<Ctrl><Shift><[> (left square bracket) |
|
Search Abridged Dewey User Notes |
<Ctrl><Shift><]> (right square bracket) |
|
Show/Hide WorldCat Quick Search
(Record Views and Search Results) |
<Alt><Q> |
|
Move to WorldCat Quick Search
(Record Views and Search Results) |
<Alt><.> (Alt + period) |
|
Show/Hide Record Viewing Buttons
(Search results for specific databases only) |
<Alt><Y> |
New session (Dewey-only or cataloging)
- To use both a cataloging session and a Dewey-Only session, you need an OCLC cataloging authorization and a subscription to WebDewey or Abridged WebDewey.
- Note: You cannot customize this keystroke.
| To |
Press these keys |
|
Start a new Dewey-Only session from a cataloging session |
<Alt><N> |
|
Start new cataloging session from a Dewey-Only session |
<Alt><N> |
Special purpose keystrokes
Note: You cannot customize these keystrokes.
| To |
Press these keys |
|
Enter diacritics or special characters using a popup character chart window |
<F7> |
|
List all keystrokes |
<Shift><F7> |
|
Enter MARC subfield delimiter ($) |
<F8> |
|
Print bibliographic or authority record |
<F12> |
|
Download Export Files screen |
<Ctrl><[> (left square bracket) |
|
Download Label Files screen |
<Ctrl><]> (right square bracket) |
|
Show Command Lists (Edit, Action, and View lists) |
<Alt><J> |
|
Show Command Shortcuts (alphabetical list of available commands and shortcuts, above record view) |
<Alt><K> |
|
Show or hide Dewey Services work area |
<Alt><W> |
|
Move cursor to Dewey Services work area |
<Alt><.> (period) |
|
Open Dewey work area dialog box |
<Alt><Shift><.> (period) |
|
Show Dewey Tables
(Dewey Services tab only) |
<Ctrl><[> (left square bracket) |
|
Show Abridged Dewey Tables
(Dewey Services tab only) |
<Ctrl><]> (right square bracket) |
|
Search OPAC for Dewey Number (Dewey Services tab only) |
<Alt></> (slash) |
|
Move between first fixed-field element and first variable field (bibliographic and authority records) |
<Alt></> (slash) |
|
Move to the top or bottom of the record screen. |
<Ctrl><Home> to move to the first input box on the screen.
<Ctrl><End> to move to the last input box on the screen. |
|
Show or hide the Functions list (bibliographic or authority records in template editing views) |
<Alt><Y> |
|
Go to the Active Records screen |
<Ctrl><Shift><9> |
View and print list of keystrokes
- Shortcut to view printable keystroke list. Press <Shift><F7> to view and print the list of keystrokes assigned to actions, navigation keystrokes, and special-purpose keystrokes from any Connexion screen.
| |
Action |
| 1 |
- On the Keystroke Shortcut Options screen, click Print.
Or
- From any Connexion screen, press <Shift><F7>.
The Keystroke Shortcuts List window opens. |
| 2 |
In the Keystroke Shortcuts List window,
- Click Print or press <Ctrl><P>.
|
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Overview of services and actions
About the overview table
Notes:
- The General tab provides access to OCLC System News, user and session information, service-specific preferences (for services available to you), and interface customization options, regardless of the services available.
- The following table does not include functions for the Digital Archive service. See service-specific documentation for information on capabilities of this service.
- The table lists services available to OCLC member libraries. Several services listed are not available to users who subscribe to CatExpress only, WebDewey or Abridged WebDewey only, or CatExpress and one of the Dewey services only.
Cataloging tab
| Service Tab |
Button or Menu Item |
Result and Definition |
|
Cataloging |
Search button |
Search WorldCat |
| |
Search Options WorldCat Save File Bib Constant Data LH Constant Data |
Search WorldCat, the bibliographic save file, or your institution's constant data (bibliographic or local holdings CD records). |
| |
Browse button |
Browse WorldCat (title phrase search) |
| |
Browse Options |
Browse WorldCat (title phrase search)
|
| |
Create button |
Create a new bibliographic record by automatically extracting data from a web site or by selecting a workform. |
| |
Create Options |
|
| |
Single Record |
Create a new bibliographic record by automatically extracting data from a web site or by selecting a workform. |
| |
Multiple Records |
Extract links from an HTML page and create initial bibliographic records. |
| |
Import Records |
Import MARC bibliographic records exported from WorldCat, provided by OCLC offline services, or created in another system. |
| |
Bib Constant Data |
Use MARC or Dublin Core format to create a constant data record that contains frequently used bibliographic information. |
| |
LH Constant Data |
Create a constant data record that contains frequently used local holdings information. |
| |
Show button |
List records flagged in the bibliographic save file. |
| |
Show Options |
|
| |
Active Records |
List bibliographic records currently open or being edited. |
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By Status |
Lists records (by status) in the bibliographic save file. |
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Flagged SF Records |
List records flagged in the bibliographic save file. |
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Flagged CD Records |
List records flagged in your library's bibliographic constant data database. |
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Flagged LH CD Records |
List records flagged in your library's local holdings constant data database. |
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Default Bib CD |
View and/or edit your default bibliographic constant data. |
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Default LH CD |
View and/or edit your default local holdings constant data. |
Authorities tab
| Service Tab |
Button or Menu Item |
Result and Definition |
| Authorities |
Search button |
Search the Connexion Authority File to find LC/NACO name or subject authority records. |
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Search Options |
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Authority File |
Search the Connexion Authority File to find LC/NACO name or subject authority records. |
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Save File |
Search the authority save file. |
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Authority History |
Retrieve all versions of an authority heading by searching a database of superseded authority records |
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Constant Data |
Search your institution's authority constant data. |
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Browse button |
Browse the Connexion Authority File to find LC/NACO name or subject authority records. |
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Browse Options |
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Authority File |
Browse the Connexion Authority File to find LC/NACO name or subject authority records. |
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Authority History |
Retrieve all versions of an authority heading by browsing a database of superseded authority records |
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Create button |
Create a new authority record by completing a workform. |
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Create Options |
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Authorities |
Create a new authority record by completing a workform. |
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Import Records |
Import MARC authority records exported from the Authority File or created in another system. |
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Constant Data |
Use MARC format to create a constant data record that contains frequently used information. |
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Show button |
Lists authority records (by status) in the Connexion Authority save file. |
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Show Options |
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Active Records |
List authority records currently open or being edited. |
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By Status |
Lists authority records (by status) in the Connexion Authority save file. |
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Flagged AF Records |
List authority records flagged in the Connexion Authority File. |
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Flagged SF Records |
List authority records flagged in the Connexion Authority save file. |
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Default CD |
View and/or edit your default authority constant data. |
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Responded File |
View authority records you submitted for review to which LC has responded (NACO users only) |
Express tab (CatExpress)
| Service Tab |
Button or Menu Item |
Result and Definition |
| Express |
Search |
Search WorldCat via CatExpress to retrieve records needed for copy cataloging. |
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Basic |
Basic search lets you retrieve records by standard number, title, or keywords. |
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Advanced |
Advanced search lets you combine search terms with Boolean operators, limit search results by date, format, or language, limit results to Internet resources only, and specify sorting of results. |
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Other |
Get CatExpress records and check online documentation. |
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Download Export File |
Download a session-specific file of OCLC-MARC bibliographic records. Records are added to the file as a result of your actions during a session. You must have record export added to your profile.
Note: Non-subscribers using CatExpress If you use CatExpress for a portion of your workflow, this activity is billed on a per-transaction basis, at the same rate as Connexion activity. |
| Documentation |
Access the CatExpress User Guide on the OCLC web site. |
Dewey Services tab
| Service Tab |
Button or Menu Item |
Result and Definition |
Dewey Services (WebDewey)
Requires WebDewey subscription |
Search button |
Go to the Search WebDewey screen |
| Search Options |
|
| WebDewey |
Go to the Search WebDewey screen Search the Dewey Decimal Classification. |
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User Notes |
Go to the Search WebDewey User Notes screen. Search your Dewey Notes database to check for notes that apply to your classification task. |
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Browse button |
Go to the Browse WebDewey screen. |
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Browse Options |
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WebDewey |
Go to the Browse WebDewey screen. Browse the Dewey Decimal Classification. |
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Create button |
Go to a User Note workform. |
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Create Options |
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User Notes |
Go to a User Note workform. Create notes that apply to specific DDC numbers, to types of material you catalog, or to library practices. |
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Show button |
Go to the Active Records screen. |
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Show Options |
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Active User Notes |
Go to the Active Records screen. Find links to user note(s) you are currently viewing or editing. |
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Introduction to the DDC |
View the Introduction to the current edition of the Dewey Decimal Classification |
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Glossary - DDC |
View the Glossary for the current edition of the Dewey Decimal Classification |
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Relocations & Discontinuations |
View changes from the previous edition of the DDC |
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Show Tables |
View list of DDC Tables; jump to a specific table |
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Start Dewey-Only |
Appears when your current session is cataloging. Starts a new Dewey-Only session.
Available only with an OCLC cataloging authorization and a Dewey Services subscription. |
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Start Cataloging |
Appears when your current session is Dewey-Only. Starts a new cataloging session. Available only with an OCLC cataloging authorization and a Dewey Services subscription. |
| Service Tab |
Button or Menu Item |
Result and Definition |
Dewey Services Abridged WebDewey
Requires Abridged WebDewey subscription |
Search button |
Go to the Search Abridged WebDewey screen. |
| Search Options |
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| Abridged WebDewey |
Go to the Search Abridged WebDewey screen. Search the Abridged Dewey Decimal Classification. |
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User Notes |
Go to the Search Abridged WebDewey User Notes screen. Search your Dewey Notes database to check for notes that apply to your classification task. |
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Browse button |
Go to the Browse Abridged WebDewey screen.
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Browse Options |
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Abridged WebDewey |
Go to the Browse Abridged WebDewey screen. Browse the Abridged Dewey Decimal Classification. |
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Create button |
Go to a User Note workform. |
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Create Options |
|
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User Notes |
Go to a User Note workform. Create notes that apply to specific DDC numbers, to types of material you catalog, or to library practices. |
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Show button |
Go to the Active Records screen.
|
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Show Options |
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Active User Notes |
Go to the Active Records screen. Find links to user note(s) you are currently viewing or editing. |
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Introduction to the Abr. DDC |
View the Introduction to the current edition of the Abridged Dewey Decimal Classification |
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Glossary - Abr. DDC |
View the Glossary for the current edition of the Abridged Dewey Decimal Classification |
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Reloc. & Discontin. - Abr. DDC |
View changes from the previous edition of the Abridged DDC |
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Show Tables - Abr. DDC |
View list of Abridged DDC Tables; jump to a specific table |
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Start Dewey-Only |
Appears when your current session is cataloging. Starts a new Dewey-Only session.
Available only with an OCLC cataloging authorization and a Dewey Services subscription. |
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Start Cataloging |
Appears when your current session is Dewey-Only. Starts a new cataloging session. Available only with an OCLC cataloging authorization and a Dewey Services subscription. |
Pathfinders tab
| Service Tab |
Button or Menu Item |
Result and Definition |
| Pathfinders |
Search button |
Search the pathfinder database. |
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Search Options |
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Pathfinders |
Search the pathfinder database. |
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PF Save File |
Search the pathfinder save file. |
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