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CatExpress support Documentation CatExpress User Guide, 4th edition Comments? Abstract & revision notes

Introduction to OCLC CatExpress

1.1 Overview 1.2 Hardware and software requirements 1.3 CatExpress home page and navigation bar 1.4 CatExpress: Action buttons 1.5 Set CatExpress options 1.6 Set CatExpress export options 1.7 Customize the system interface Search and Catalog Data Fields MARC Subscription Records and Transaction Reports CatExpress Glossary OCLC Glossary

Introduction to OCLC CatExpress

CatExpress: Overview

What is CatExpress?

The OCLC^® Cataloging Express service provides an easy-to-use Web interface for copy cataloging. Copy cataloging is selecting an existing bibliographic record from WorldCat^®, adding local data to it, and then adding the record to your local catalog.

OCLC institution symbol

The Save to Catalog action attaches your OCLC institution symbol to the record in WorldCat and creates an archival record stored at OCLC. Attaching your institution symbol establishes that your institution holds the item described by the record. Use this information to determine if you hold an item. Others use this information for resource sharing activities. Each institution symbol may have several holding library codes to designate sub-collections or holdings.

Local system record loading

After cataloging an item, you obtain a bibliographic record for loading into your local library system. If you are profiled for the OCLC MARC Subscription Service, OCLC creates a file of the records you catalog and makes the file available the next day. You retrieve the file from OCLC's Product Services web site and load it into your local system. Or, if you are profiled for record export, the system exports a record for each item cataloged to a file located on an OCLC Connexion^® server. Records are added to the file until you download it.

Authorization and password

You, your local system administrator and regional service provider staff work together to profile and set up CatExpress. Your regional service provider provides the authorization number. You choose your password.

Authorization type

Depending on your authorization type, you may have access to either the cataloging system and CatExpress, or CatExpress only.

CatExpress and cataloging system	CatExpress only
Access to all cataloging system and CatExpress functions	Access to CatExpress functions only

Summary of CatExpress process

	Action
1	Log on to OCLC CatExpress. Go to the Connexion® browser logon screen at http://connexion.oclc.org/.
2	Search for and identify a record that matches the item you are cataloging.
3	Enter a valid holding library code.
4	Process the record. Add local data and click Save to Catalog. If you have no local data to add (or will add it after downloading records into your local system), click Save to Catalog. You may also view, edit, and print labels.
5	Repeat steps 2 through 4 for each item you are cataloging.
6	If profiled for export, while logged on to CatExpress, download a file of exported records from the Connexion server.
7	When finished cataloging items, log off.
8	If profiled for MARC Subscription Service, download your records from OCLC's Product Services Web site the following day, and load it into your local online system.

OCLC catalog cards

OCLC catalog cards are not available with CatExpress.

Reminders for Connexion cataloging users

• If you use CatExpress for a portion of your workflow, this activity is included in the rate for your cataloging subscription.
• Record export. CatExpress subscribers are profiled for OCLC MARC Subscription or for export. Holdings are set automatically upon export for CatExpress subscribers. Member libraries using CatExpress for updating holdings in WorldCat may be profiled for MARC Subscription to receive records for loading into a local system. Or, for member libraries profiled to export records, records from CatExpress are exported to files on the Connexion server.
• The MARC Subscription is optional if you are using CatExpress only to delete holdings.

If you need help

If you need help accessing the system, contact your local system administrator or Internet service provider.

Click Contact (in the Header bar) for help in contacting your OCLC regional service provider or OCLC Customer Support.

If you need to contact OCLC Customer Support when not logged on, you can call 1-800-848-5800 or send an e-mail message to support@oclc.org.

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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	Most recent release of version 2.0.x	Version 3.0.x is supported. Version 1.5.0.x is still supported but not preferred. Firefox is based on Mozilla's Gecko layout engine. Its functionality is similar, but not identical, to that of the Mozilla browser.
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:

• Apple^® Safari for Macintosh or Safari for Windows
• Google^® Chrome
• Opera
• AOL (America Online)
• Lynx

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

• Software that blocks the display of popup advertisements from Web sites can interfere with Connexion functions that open separate browser windows. Examples: label displays, the list of keystrokes, authority control, and Help.
• For best results while using Connexion, turn off popup blocking software.
• If you prefer to keep a popup blocker active, configure the software to allow popup windows from the domain oclc.org.

  If you experience problems with Connexion functions after configuring oclc.org as an exception, contact the vendor of your popup blocker for information on known problems that might affect its operation.

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.

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CatExpress home page and navigation bar

About the home page

The home page is the first screen you see after you log on to CatExpress.

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:

• Find links to CatExpress documentation, news, and other useful information.
• View OCLC message of the day.

Links to information on CatExpress and related topics

The gray column on the right provides quick access to:

• News
• CatExpress information
• Legal Information
• WorldCat Statistics
• The OCLC System Alerts page. If you have difficulties while using CatExpress, check this page for information on any known system problems.
• Product Services Web

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

Navigation bar

The 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, and Other. Click a button for access to a frequently used function.
• On each service tab, lists labeled Search Options, Other Options. Open a list to select a specific function.
• Includes a General tab that lets you set preferences to customize the navigation bar, 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 a list option.
• 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 set time options.

Navigation bar functions for CatExpress subscribers

Service Tab	Button or List Item	Result and Definition
Express	Search Basic Advanced	Search WorldCat via CatExpress to retrieve records needed for copy cataloging. Basic search lets you retrieve records by standard number, title, or keywords. 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. 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.
	Other Download Export File Download Records Documentation	Get CatExpress records and check online documentation. Download an authorization-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. Download your Electronic MARC Subscription records. You must have Electronic MARC Subscription added to your profile. Note: If your records are sent to a third party, you will not see the above download options. Access the CatExpress User Guide on the OCLC web site.
General	News button News Options Search News	Go to the Search News screen. Go to the Search News screen. View OCLC announcements, news about products and services, release notes describing recent system updates, and information on planned system enhancements.
	Admin button Admin Options Preferences User Information	Go to the Preferences screen. Go to the Preferences screen. Customize the navigation bar and other system interface features. Change settings for the session inactivity timer. Set CatExpress options. Set Dewey Services options (if profiled for these services). Go to the User Information screen. View session information for use when requesting support. Enter or change contact information (your name, e-mail address, and phone number).
	Documentation button	Go to a Web page on the OCLC web site that lists WebDewey documentation. Items listed are Web-accessible files in PDF format. View the documentation online or print it for offline reference. The page also lists documentation on other OCLC cataloging services.
Dewey Services (WebDewey) Requires WebDewey subscription	Search button Search Options WebDewey User Notes	Go to the Search WebDewey screen Go to the Search WebDewey screen Search the Dewey Decimal Classification. Go to the Search WebDewey User Notes screen. Search your library's Dewey Notes database to check for notes that apply to your classification task.
	Browse button Browse Options WebDewey	Go to the Browse WebDewey screen. Go to the Browse WebDewey screen. Browse the Dewey Decimal Classification.
	Create button Create Options User Notes	Go to a User Note workform. Go to a User Note workform. Create notes that apply to specific DDC numbers, to types of material you catalog, or to library practices.
	Show button Show Options Active User Notes	Go to the Active Records screen. Go to the Active Records screen. Find links to user note(s) you are currently viewing or editing.

Header bar and links

• 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. Searching Help for CatExpress topics. You have access to all Connexion Help topics, not just those that explain CatExpress functions. When you search Help, use catexpress as one of your search keywords to avoid retrieving nonrelevant topics.
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 Customer Support. Send a suggested change or enhancement via e-mail to the development team.
Logoff	Exit CatExpress and return to the login page.

Navigation keys

• You can use tabs, buttons, and lists on the navigation via keyboard only.
• The keystrokes work in all supported versions of Internet Explorer and in supported versions of Netscape 7.
• Note: Interface users may have slightly different keystrokes. See Connexion Help for details.

Purpose	Keystroke
Header bar -- select an action
Home	<Alt><0> (zero)
Help	<Alt><H>
Contact (Support)	<Alt><S>
Diacritics	<Alt><,> (comma)
Logoff	<Alt><L>
Tabs -- select a tab (if it is visible on screen)
Express	<Alt><E>
Dewey Services	<Alt><D>
General	<Alt><G>
More	<Alt><M>
Buttons -- select a button (on active tab)
Search Or News on General tab	<Alt><1>
Admin on General tab	<Alt><2>
Documentation on General tab	<Alt><3>
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 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 list. Then press <down-arrow> to select a n option. Then press <Enter> to take action (if you have not moved the cursor from the 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><!>
Admin Options on General tab	<Alt><@>
Other Options (Express tab only)	<Alt><%>
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 7)

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CatExpress: Action buttons

What are action buttons?

Action buttons appear at the top and bottom of the screen. Use action buttons to perform the following functions:

• Navigate among record display and editing screens
• Select display options for viewing and editing records
• Take cataloging actions

Action buttons vary, depending on the screen.

Summary of action buttons

Function	Action Buttons	What Button Does	Screen Where Found
Navigation	Back to Edit	Return to Catalog screen	Preview
	Left arrow	Previous record	Full record
	Right arrow	Next record	Full record
Display	Help Display	Enables display of popup Help for record fields	Catalog
	MARC Display	Shows full record with MARC tags (no textual field names)	Full record
	MARC Display OFF	Shows text boxes on Catalog screen with field names only (no MARC tags)	Catalog
	MARC Display ON	Shows text boxes on Catalog screen with field names and MARC tags	Catalog
	Preview	Goes to Preview screen	Catalog
	Text Display	Shows record with field names only (no MARC tags)	Full record
Cataloging actions	Cancel	Clears all fields and locations except holding library code (049) field and returns to full record screen	Catalog
	Clear fields	Clears all fields and locations except holding library code (049) field	Catalog
	Delete holdings	Goes to delete holdings screen	Full record
	Edit record	Goes to catalog screen	Full record
	Export only (interface users only)	Exports record to your local system without setting holdings	Full record, catalog, preview
	Fix error	Goes to catalog screen with red error message box and name of the field with error in red type	Cataloging error
	Record display	Goes to full record screen	Cataloging error, Cataloging successful
	Save to catalog	Goes to either cataloging error screen or cataloging successful screen	Full record, catalog, preview
	View label	View, edit, print label	Full record, catalog, preview

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Set CatExpress options

CatExpress users only

You need to set CatExpress options only if:

• You are a CatExpress subscriber.
• Or you plan to use CatExpress for a portion of your copy cataloging.

Why set CatExpress options?

• Specify your preferred record view (MARC or Labeled).
• Specify a default call number type.
• Supply default information to streamline record editing:
  • Supply the holding library code you use most frequently.
  • Supply location information to be entered in field 852, subfield a.

Options for shared CatExpress authorizations

• Each CatExpress authorization has one set of default options stored on the CatExpress server.
• Users who share an authorization can establish a set of defaults for use by the group.
• Users who prefer different settings can modify the defaults after logging in and then click the Save for Session button to apply changes without affecting the group's shared settings.

How to set CatExpress options

	Action
1	Go to the CatExpress Options screen On the General tab, under Admin Options, click Preferences. At the Preferences screen, click Express Options. The Express Options screen appears.
2	Specify record view On the Express Options screen, under Default View, Select MARC to view bibliographic records with MARC tags, subfield codes, etc., to identify elements of record content. Or Select Label to view bibliographic records with descriptive labels for elements of record content. Default setting: MARC.
3	Specify call number type On the Express Options screen, under Default Call Number, Select the type of call number you use most frequently: Dewey or LC (Library of Congress) or NLM (National Library of Medicine) or Local (local call number scheme or a local format for a standard scheme). Or Select None if you want to select the call number type when editing each record. Default setting: None.
4	Specify a label format On the Express Options screen, under Default Label Format, enter the label format you use most frequently. More information: See section 2.7, Print Labels.
5	Supply holding library code On the Express Options screen, under Default Holding Library Code, enter the holding library code you use most frequently. The system supplies your default holding library code. Verify that the appropriate code appears (change it if necessary).
6	Supply location information On the Express Options screen, under Default Location, supply the text you want to appear in Location (852 $a) in bibliographic records. Notes Location maps to field 852 (Location/Call Number) in OCLC-MARC records. This field may be used to record local item information. Not all library local systems can use 852 information. Confirm whether your system accepts 852 before using this field. This is an optional field. When editing records, you may leave some or all of the Location data entry boxes blank. However, if you enter data in any other data entry box in 852 (Location), then you must enter a Location ($a) code.
7	Change default or change for current session To use the CatExpress settings for the current session only, at the top or bottom of the Express Options screen, click Save for Session. To use the settings for future sessions, click Save My Default.

Save changes, cancel, or restore original defaults

When finished viewing and/or changing options on this screen, use the buttons at the top and bottom of the screen to take an action.

Button	Purpose/Result
Go Back	Return to the previous screen.
Save for Session	Save changes on this screen for the current session only. When you log off, the system restores your previous default settings.
Save My Default	Save changes on this screen for the current session and future sessions. The new settings remain in effect until you change them.
Reset	Restore original Connexion settings for options on this screen. Reverse any changes you made during the current session or in previous sessions.
Cancel	Reverse any changes you made since you accessed this screen during the current session. Your previously saved settings remain in effect.

CatExpress reminders for Connexion users

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.

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Set CatExpress export options

About export options

• Export method.CatExpress subscribers. If profiled for CatExpress export, you export bibliographic records to a file on the Connexion server, and then download the file to your workstation.
• Records. You export bibliographic records retrieved from WorldCat.
• Single record export. With CatExpress, you export one record at a time.
• Format. You export bibliographic records in MARC format.

Go to Export Options screen

	Action
1	On the General tab, click Admin.
2	At the Preferences screen, click Export Options.

Save changes, cancel, or restore original defaults

• When finished viewing and/or changing options on this screen, use the buttons at the top and bottom of the screen to take an action.
• The following table describes how the buttons work.

Button	Purpose/Result
Go Back	Return to the previous screen.
Save for Session	Save changes on this screen for the current session only. When you log off, the system restores your previous default settings.
Save My Default	Save changes on this screen for the current session and future sessions. The new settings remain in effect until you change them.
Reset	Restore original Connexion settings for options on this screen. Reverse any changes you made during the current session or in previous sessions.
Cancel	Reverse any changes you made since you accessed this screen during the current session. Your previously saved settings remain in effect.

Set export options

Export files:

• Are created and stored on the Connexion server.
• Allow appending until downloaded. You can continue exporting to the same file until you download the file.
• Contain records that are exported either by any user from one institution (OCLC symbol) or by one user (authorization number). The default file type is Institution. To create export files for your individual authorization, set the Export File Type option (on the Export Options screen) to Individual.
• Remain available for download for 30 days from the file creation date. After 30 days, the system automatically deletes export files.

	Action	Result or Note
1	Export File Name (Optional). Specify a file name for downloaded export files. On the Export Options screen, under Export File Name, type the file name and extension in the File Name text box. Or keep the default file name, export.dat.	Name specified. When you download an export file from the Download Export Files screen, the system automatically supplies the specified file name and extension. Default name. If you do not specify a file name, the system supplies the default name, export.dat. Change name or extension during downloading. If necessary, you can change the supplied file name before saving the file.
2	Export File Type (Optional). Specify the type of export file to use. On the Export Options screen, under Export File Type, select Institution (default setting) or Individual.	If you select: Institution export file (default setting). Connexion creates export files that contain records exported by anyone logged on with an authorization number linked to your library's OCLC symbol. Individual export file. Connexion creates export files that contain records exported by a user logged on with a specific authorization number.
3	Fields to Delete on Export (Optional) Specify the fields you want to remove from each bibliographic record before exporting the record for local use. On the Export Options screen, under Fields to Delete on Export, type the 3-digit MARC tag numbers for the fields to delete.	To delete a single field, type the tag number in the text box. To delete a range of fields, type the first and last tag to be removed, separated by a hyphen. Separate single tags and tag ranges with commas. Example: In the Fields text box, type 920, 938, 945-999 to remove fields 920 and 938, and fields 945 through 999, from all exported bibliographic records.

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Customize the system interface

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. Most interface customization options for Connexion apply to CatExpress.

However, some options relate to advanced cataloging functions of Connexion that are not available to CatExpress subscribers.

Go to Interface Customization screen

	Action
1	On the General tab, under Admin Options, click Preferences.
2	At the Preferences screen, click General Options.
3	On the General Options screen, click Interface Customization Options.

Save changes, cancel, or restore original defaults

Button	Purpose/Result
Go Back	Return to the previous screen.
Save for Session	Save changes on this screen for the current session only. When you log off, the system restores your previous default settings.
Save My Default	Save changes on this screen for the current session and future sessions. The new settings remain in effect until you change them.
Reset	Restore original Connexion settings for options on this screen. Reverse any changes you made during the current session or in previous sessions.
Cancel	Reverse any changes you made since you accessed this screen during the current session. Your previously saved settings remain in effect.

Show or hide tabs for Connexion services

	Action
1	On the Interface Customization screen, find the section labeled Select Service Tabs for Navigation Bar. This section lists all Connexion services available to you based on your authorization and on your subscriptions to additional services. A check box appears before each service name. Default setting: All available services are selected (check marks appear in all check boxes).
2	Show or hide tabs for services Show a hidden tab. Click the empty check box in front of the service name. A check mark appears in the box. Hide a visible tab. Click the check box in front of the service name. The check mark disappears.
3	Save changes as default or use for current session only.

Show or hide specific options on a tab

	Action
1	On the Interface Customization screen, find the section labeled Select Service Tabs for Navigation Bar. This section lists all Connexion services available to you based on your authorization and on your subscriptions to additional services.
2	To select specific options, Options lists, or buttons to show or hide on a tab, in the list of service tabs, Click the hyperlinked service name for the tab you want to customize. The system displays a screen that lists available options and lets you specify exactly which options appear on the tab. Note: Service name not hyperlinked If a service name is not hyperlinked, option selection is not yet available for that service tab.

Add a scroll bar to the navigation bar

	Action
1	Scroll Bar On the Interface Customization screen, find the section labeled Scroll Bar on Navigation Bar. Select the appropriate option button. Click Display If Needed to add a horizontal scroll bar to the navigation bar only if required due to changes in screen size or resolution. Click Always Display to provide a horizontal scroll bar at all times. Default setting: Display If Needed. Note: Adding a scroll bar removes the More tab from the navigation bar.
2	Save changes as default or use for current session only.

Use optimized images in Connexion interface

• The Optimize Images setting lets you determine whether Connexion displays interface elements as standard .gif images or as pixel-mapping tables that resemble images. In most cases, using pixel-mapping tables allows the browser to display screens faster, improving system response time.
• Keep the default setting (On) for better browser performance when using Connexion.
• Select the Off setting only if browsing is consistently slower when optimization is turned on. Before turning optimization off, contact OCLC Customer Support for assistance in diagnosing performance problems.

Notes:

• Image optimization works with supported Windows versions of Internet Explorer. This functionality is not available for Netscape browsers or on an Apple Macintosh computer.
• If you select Large Tab Images to enlarge the navigation bar, optimized images are not used.

Enlarge tabs and text on the navigation bar

	Action
1	Large tab images and text On the Interface Customization screen, find the section labeled Size of Tab Images and Text in Navigation Bar. Select the appropriate option button. Click Large Tab Images to use tabs and text larger than those the system automatically provides. Click Standard Tab Images to use standard tab and text sizes for your screen resolution. Default setting: Default Tab Images. The system automatically sizes the navigation bar based on screen resolution.
2	Save changes as default or use for current session only.

Add a Go button to the navigation bar

Purpose. Add a Go button to provide a keyboard-only method of navigating via the Options lists.

How it works

• With Go button. When the navigation bar includes a Go button, navigating via Options lists requires 2 steps. First, select the list item. Then use the Go button to complete the selected action.
• Without Go button. With the Go button hidden (the default setting), when you select a list item, the system does the selected action immediately.

	Action
1	On the Interface Customization screen, find the section labeled Show or Hide Go Button.
2	Select the appropriate option button. Click Show to add a Go button to the right of the Options lists on the active tab. Click Hide to display the Options lists without a Go button. Default setting: Hide. Go button does not appear on the navigation bar.
3	Save changes as default or use for current session only.

Use the Go button with Options lists

Go button off. If you did not add a Go button,

• Keyboard. Press the shortcut key for the Options list (see table). Then press <down-arrow> once to select the first item on the list.
• Note: Without a Go button, you cannot use the keyboard to select any item on the Options list; only the first item is accessible.
• Mouse. Open the list, point to the item you want, and click once to select the item.

Go button on. If you added a Go button,

• Keyboard. Press the shortcut key for the Options list (see table). Then press <down-arrow> one or more times to select the item you want. 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.
• Mouse. Open the Options list, point to the item you want, and click to select the item. Then click Go.

Options list (on active tab)	Keystroke
Search Options	<Alt><!>
Browse Options Not on Express tab Or Admin Options on General tab	<Alt><@>
Create Options Not on Express tab	<Alt><#>
Show Options Not on Express tab	<Alt><$>
Other Options Express tab only	<Alt><%>

Show or hide OK/Cancel prompts for record actions

• This option applies to selected actions for bibliographic records and authority records.
• Your setting for this option does not affect some actions, which always require you to respond to an OK/Cancel prompt. These actions include: Delete Constant Data Record, Delete Save File Record, Delete Holdings, and Report Error.

	Action
1	On the Interface Customization screen, find the section labeled Show or Hide OK/Cancel Messages.
2	For Final Actions and Editing Actions, select the appropriate option button. Click Yes to have Connexion prompt you to approve or cancel before executing requested actions. Click No to have Connexion execute requested actions without prompting you for an OK or Cancel response. Final actions included: Produce and Update Holdings Replace and Update Holdings Replace Record (bibliographic records only) Submit to Nat'l Review File Update holdings Editing actions included: Cancel Changes Control All Headings and DDC Derive New Constant Data Record Derive New Record Lock Master Record Release Record Lock Set as Default Constant Data Unedit Record Default setting: Yes for both options. Before executing final actions and editing actions, Connexion prompts you to respond with OK to proceed or Cancel to cancel the action.
3	Save changes as default or use for current session only.

Show or hide logoff warning for active records

	Action
1	On the Interface Customization screen, find the section labeled Show or Hide Logoff Warning.
2	Select the appropriate option button. Click Show to have the system warn you, before ending your session, that records remain open in edit mode. Click Hide to prevent the system from displaying the logoff warning for records in edit mode. Default setting: Hide. The system ends the session immediately. The system does not check for active records. No warning screen appears.
3	Save changes as default or use for current session only.

Show or hide quick tips

	Action
1	On the Interface Customization screen, find the section labeled Show or Hide Quick Tips.
2	Select the appropriate option button. Click Show to see all available tips on all Connexion screens. Click Hide to hide all tips on all Connexion screens. Default setting: Show. Any available tips appear on all Connexion screens.
3	Save changes as default or use for current session only.

View diacritics and special characters while editing

• Option applies to edit views only. In display views, Connexion always displays the typographic forms of diacritics and special characters.
• CatExpress users should accept the default setting.

	Action
1	On the Interface Customization screen, find the section labeled Diacritics and Special Characters in Edit View.
2	Select the appropriate option button. Click Display Diacritic or Character to see the correct typographic forms of diacritics and special characters. Click Display Bar Syntax to view the bar syntax representations for diacritics and special characters in the ALA character set. Default setting: Display Diacritic or Character.
3	Save changes as default or use for current session only.

Set options for the session inactivity timer

	Action
1	On the Interface Customization screen, find the section labeled Session Timer Options.
2	Specify minutes of inactivity before automatic logoff. At the option labeled Inactivity Countdown Timer, open the list and select the number of minutes you want. You can specify from 10 to 40 minutes, in 1-minute increments. Default setting: 40 minutes. The system automatically ends a session after 40 minutes of inactivity. Note: Not for Dewey-only sessions. The option to shorten the inactivity timeout is not available for Dewey Services-only sessions. It is not needed because Dewey-only sessions do not incur access and user support fees or count against simultaneous-session limits.
3	Display of countdown timer At the option labeled Inactivity Countdown Timer, select the appropriate option button. Click Display in Header Bar to place the digital countdown timer on the header bar above the navigation bar. Click Display in Status Bar to place the digital countdown timer on the status bar at the bottom border of the browser window. Click Hide to hide the digital countdown timer. Default setting: Display in Status Bar. The countdown timer appears on the status bar at the bottom border of the browser window.
4	Timeout warning At the option labeled Timeout Warning, set the following items: Specify when to display a timeout warning. From the list, select how many minutes in advance of automatic logoff you want to see a warning message. You can specify from 1 minute to 9 minutes, in 1-minute increments. Default setting: 5 minutes. Control whether, and where, the timeout warning appears. Select the appropriate option button. Click Do Not Display to turn off the timeout warning. Click Display in Navigation Bar Area to have the system present a timeout warning message in the navigation bar. Click Display in Popup Window to have the system display a timeout warning message in a separate window on top of other open windows. Default setting: Display in Navigation Bar Area. The timeout warning appears in the navigation bar.
5	Specify what happens when session timeout occurs. At the option labeled When Timer Expires, select the appropriate option button. Click Display Logoff Screen to have the system display the logoff screen that 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. Click Keep Current Display to have the system end the session at the screen you last used. This can help you resume work efficiently. However, if you select this option, you will not see the logoff screen that reports your session duration. Note: The system cannot retain the current display after logoff if you specify a timeout interval under 40 minutes (when the server ends an inactive session). To end a session after a shorter inactive period, the system uses a logoff command, which always displays the logoff screen.
6	Save changes as default or use for current session only.

About the session timer and inactivity timeout

Inactivity timeout

• The inactivity timer ends a session automatically after a period of no interaction with the server.
  • For cataloging sessions, 40 minutes of inactivity is the default setting.
  • For Dewey Services-only sessions, the default inactivity timeout is 120 minutes.
• For cataloging sessions, you can specify automatic logoff after as little as 10 minutes of inactivity. This setting uses a timer monitored by the browser. If you close the browser without logging off, the 40-minute inactivity period monitored by the server is in effect. However, the automatic logoff function (on by default) ends the session when the browser closes.

  Not for Dewey-only sessions. The option to shorten the inactivity timeout is not available for Dewey Services-only sessions. It is not needed because Dewey-only sessions do not incur access and user support fees or count against simultaneous-session limits.

• The inactivity timer prevents a session from remaining open indefinitely (and incurring access and user support fees) after a user stops working but neither logs off nor closes the browser. Specifying a shorter inactivity timeout further reduces the potential for problems caused by unused sessions.

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.

Automatic logoff on browser close

• This option controls the Connexion function that automatically ends a session when you close your browser.
• After automatic logoff, you incur no access and support charges for the session, and the session does not count against simultaneous logon limits if you subscribe to Flat Fee Internet access or Dedicated TCP/IP access.
• Keep the default setting for this option unless it causes a problem.
• Before changing the setting, contact OCLC Customer Support for assistance. CSD staff can verify that automatic logoff functionality is causing the problem you have and, if necessary, help you select the best automatic logoff setting for your workstation, operating system, and browser configuration.

	Action
1	Automatic logoff option On the Interface Customization screen, find the section labeled Automatic Session Logoff on Browser Close. Keep the default setting On - Use default method for your browser. With the default setting selected, your Connexion session is logged off automatically when you close your browser. After automatic logoff, you incur no access and support charges for the session, and the session does not count against simultaneous logon limits if you subscribe to Flat Fee Internet access or Dedicated TCP/IP access. Change setting OCLC recommends that you use the default setting unless you are advised to change it by Customer Support staff. Select Off - Do not log off when browser window is closed if you do not want your Connexion session logged off automatically when you close the browser. Select Always use session monitor window if your session remains active after you close the browser window, indicating that the default automatic logoff method does not work for your browser. With this option, a small session monitor window opens in the background when you log on. The window detects when you close the main browser window, resulting in automatic logoff.
2	Save changes as default or use for current session only.

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 or Dedicated TCP/IP access. You (or others from your institution) may be unable to log in again until an inactivity timeout ends the "lost" session.
• OCLC Customer Support staff can end the active session.

Change background color

If you find the default white background of interface screens uncomfortably bright, you can choose a light blue background.

	Action
1	On the Interface Customization screen, find the section labeled Background Color.
2	Select the appropriate option button. Click Light Blue to use a light blue background on Connexion screens. Click White to use the default white background. Default setting: White.
3	Save changes as default or use for current session only.

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