|
|
Basics:
Use Client Interface
Judy Barnes
Last revised January 2008
Main window
About the Connexion client main window
The main window is what you see when you open the client interface to OCLC Connexion. It has (from top to bottom):
- A title bar with standard buttons to minimize, maximize, restore, or close the window
- Menus containing the commands you use to open client windows for performing cataloging activities
- Toolbars - a main client toolbar containing a selection of toolbar buttons corresponding to often-used menu commands, a search WorldCat command line text box, and two quick tool dropdown lists, one for text strings and one for user tools.
- Work area where windows and record and list windows open for cataloging
- Status bar which displays information about the current online session and/or about the displayed record to help you keep track of your work.
Use menus, toolbar buttons, or keystroke shortcuts
You can do most actions in the client in three ways:
The toolbar also contains quick tools to complete several tasks directly from the toolbar instead of using a menu command:
- WorldCat Quick Search tool: Use the following text box on the toolbar to enter a full syntax command line WorldCat search without having to open the Search WorldCat window. and click the adjacent Search WorldCat icon to send the search:
Enter the full syntax search in the text box and click the adjacent Search WorldCat icon to send the search.
- Quick tools for text strings and user tools: Apply and manage text strings and user tools directly from the appropriate quick tool on the toolbar:
 and 
Click an arrow to open a list and select/apply a text string or user tool, or click Manage on the list to open the Text Strings or User Tools windows to create, change, or delete text strings or user tools.
- By default, the WorldCat search box and quick tools for text strings and user tools display on the toolbar. Go to View > Toolbars to hide or re-display them (or to hide or re-display the client toolbar.
Menus
See "Menus (commands, keystroke shortcuts, and toolbar buttons)" for a description of commands on a menu and the equivalent toolbar buttons and keystroke shortcuts for the following:
- File
- Cataloging
- Authorities
- Edit
- Action
- Batch
- View
- Tools
- Window
- Help
Toolbar buttons
The Connexion client ships with default toolbars (see "Toolbars"). The main client toolbar contains a default selection of most often used buttons. However, you can:
- Add buttons for any menu command or delete buttons to customize the toolbar by dragging and dropping buttons from and to the Toolbar Editor (Tools menu).
- Show or hide toolbars (View > Toolbars).
- Show the toolbar on one line or two using a setting on the drop-down list at the end of the toolbar.
- Re-position toolbar buttons on the toolbar by holding down <Alt> while dragging and dropping a button to a new location.
Keystroke shortcuts
The client ships with default keystroke shortcuts, which you can view or print after installing (View > Assigned Keys), or customize keystroke shortcuts (Tools > Keymaps)
Show or hide the status bar
To toggle between showing or hiding the status bar:
| Action |
| Click View > Status Bar.
A check mark next to Status Bar indicates that the status bar displays.
Default: Status bar displays.
|
Show or hide toolbars
To toggle between showing or hiding toolbars:
| Action |
| Click View > Toolbars, and then click Client, or click WorldCat Quick Search, or click Quick Tools (for text strings and user tools).
Check marks next to the menu item indicate which toolbar(s) display.
Default: All toolbars display.
Note: For purposes of showing and hiding, the two quick tools for text strings and user tools are a single unit.
|
Stored settings for the main window
The client stores your customizations of the main window. Your settings are retained each time you open or update the program.
back to top
Menus (commands, keystroke shortcuts, and toolbar buttons)
About using menu commands and equivalent keystrokes or toolbar buttons
- You can catalog in Connexion client by clicking a command on a menu, pressing an equivalent keystroke combination, clicking an equivalent toolbar button, or using a quick tool to interact with the client and the OCLC system.
- Besides the command name, client menus display:
- To the right of the command, the equivalent keystroke shortcut, if provided or assigned.
Note: If you assign new key shortcuts, the client menus display the new keystrokes next to the equivalent commands.
- To the left of the command, the icon for the equivalent toolbar button, if the command has a button.
- If a menu item is not currently available or selected, the command and the equivalent button, if on the toolbar, are grayed out.
Note: For commands that display associated toolbar buttons and that toggle a feature on or off, the current selection is indicated by the highlighted icon rather than a check mark.
For example, for View > OCLC Fixed Field, if Top is selected, the icon for Top is active (highlighted), while the icons for Bottom and Display as Variable Field are grayed out.
- If you attempt to use the keystroke shortcut for the command, you cannot tell whether the item is available unless your workstation has a sound card and speakers or headphones.
If you have these, the client beeps if you attempt a keystroke that is unavailable, such as F11 for Edit > Control Headings > Single in the following example:
Example: If the cursor is in field 245, Control Headings > Single on the Edit menu is grayed out, since it is not available for a 245 tag. If you press the keystroke shortcut <F11> for Control Headings > Single, the client beeps, but only if the workstation has a sound card and you are using speakers or headphones.
- If you download, install, and use RLIN21 Arabic, Cyrillic, Hebrew, and/or Latin keyboards, see Cataloging, International, "Install RLIN21 Arabic, Cyrillic, Hebrew, or Latin keyboard" for information about conflicts between default keystrokes in the client that include <Alt>, <Ctrl><Alt>, and <Ctrl><Alt><Shift> and keystroke shortcuts for the RLIN21 keyboards.
The following tables describing each command on each menu, listed in the same order as they appear in the client, show:
- Equivalent toolbar buttons
- Default keystroke shortcuts and access keys (hot keys) for each command
- Brief descriptions of the functions of a command
- Equivalent quick tool, if provided.
Notation in the table: An asterisk (*) next to a toolbar button indicates that the button appears on the default client toolbar. A double asterisk (**) indicates that an quick tool equivalent to the corresponding menu command displays on the toolbar by default.
File menu
Cataloging menu
Authorities menu
Note on hidden menu: If you set an option to display the Hand Press Book menu in Tools > Options > Hand Press Book, the menu appears between the Authorities menu and the Edit menu. Anyone can display the menu, but by contract with OCLC, only members of the Consortium of European Research Libraries (CERL) can access the Hand Press Book database of records. For those who are
profiled for Hand Press Book, see Checklist of Hand Press Book menus and commands (the list shows toolbar buttons for HPB menu commands that are included in the toolbar editor and explains briefly how to add the buttons to the toolbar.
Edit menu
| Edit menu item |
Toolbar button |
Default keystrokes and access keys |
Use to... |
| Validate |
 *
|
<Shift><F5>
Or
<Alt><E><V> |
Validate a displayed record |
| MARC-8 Characters > Verify |
 |
<Alt><E><8><V> |
Validate MARC-8 characters for displayed record separately from record validation (displays invalid characters a different color; default = red) |
| MARC-8 Characters > Clear |
 |
<Alt><E><8><C> |
Clears color from invalid characters |
| MARC-8 Characters > Convert to MARC-8 CJK |
 |
<Alt><E><8><I> |
Convert invalid CJK character(s) to MARC-8-equivalent character(s) |
| Control Headings > All |
|
<Shift><F11>
Or
<Alt><E><H><A> |
Control headings in a displayed bibliographic record from WorldCat or the online bibliographic save file |
Control Headings > Single
Also available on right-click menu |
 *
|
<F11>
Or
<Alt><E><H><S> |
Control the heading where the cursor is located in a displayed bibliographic record from WorldCat or the online bibliographic save file |
Control Headings > Uncontrol Single
Also available on right-click menu |
|
<Ctrl><F11>
Or
<Alt><E><H><U> |
Uncontrol the heading where the cursor is located in a displayed bibliographic record from WorldCat or the online bibliographic save file |
| Control Headings > Uncontrol All |
 |
<Alt><E><H><N> |
Uncontrol all controlled headings in the displayed bibliographic record |
| Linking Fields > Link Fields |
 |
<Alt><E><K><L> |
Link two fields that have the same tag number and that contain non-Latin script data in the first field and may contain romanized data (Latin script representation of the non-Latin script data) in the second. If no romanized data is provided, the client supplies filler data in the second field: <>. (less than, greater than, period) |
| Linking Fields > Unlink Fields |
 |
<Alt><E><K><U> |
Unlink two fields with the same tag number |
Cut, Copy, Paste > Undo
Also available on the right-click menu |
|
<Ctrl><Z>
Or
<Alt><E><U> |
Cancel the last change made (cancels one change at a time) |
Cut, Copy, Paste > Cut
Also available on the right-click menu |
 *
|
<Ctrl><X>
Or
<Shift><Delete>
Or
<Alt><E><T> |
Remove the selected text and put in on the Windows clipboard |
Cut, Copy, Paste > Copy
Also available on the right-click menu |
 *
|
<Ctrl><C>
Or
<Ctrl><Insert>
Or
<Alt><E><C> |
Copy the selected text to the Windows clipboard |
| Cut, Copy, Paste > Copy as Text |
|
<Alt><E><O> |
Copy the selected text to the Windows clipboard in plain text (ASCII) format for pasting into non-Unicode applications |
Cut, Copy, Paste > Paste
Also available on the right-click menu |
 *
|
<Ctrl><V>
Or
<Shift><Insert>
Or
<Alt><E><P> |
Paste the clipboard contents into the current record at the cursor location |
Cut, Copy, Paste > Paste Unformatted
Also available on the right-click menu |
 |
<Alt><E><C><S> |
Paste all of the data copied from a Web site into a single field (automatically removesparagraphs and line breaks which cause the copied data to be pasted into separatefields) |
| Cut, Copy, Paste > Cancel Changes |
|
<Ctrl><Shift><Z>
Or
<Alt><E><A> |
Cancel all changes made to the current record since you last saved it |
Cut, Copy, Paste > Delete Field
Also available on the right-click menu |
|
<Alt><Delete>
Or
<Alt><E><L> |
Delete the field where the cursor is located |
Cut, Copy, Paste > Copy Field
Also available on the right-click menu |
 |
<Alt><Insert>
Or
<Alt><E><I> |
Copy the field where the cursor is located |
Cut, Copy, Paste > Copy Control Number
Also available on the right-click menu |
|
<Ctrl><T>
Or
<Alt><E><Y> |
Copy the OCLC control number to the Windows clipboard from the displayed record without having to highlight the number first. |
Cut, Copy, Paste > Insert Blank Field > Above Current Field
Also available on the right-click menu |
|
<Shift><Enter>
Or
<Alt><E><B><A> |
Insert a blank field above the field where the cursor is located |
Cut, Copy, Paste > Insert Blank Field > Below Current Field
Also available on the right-click menu |
|
<Enter>
Or
<Alt><E><B><B> |
Insert a blank field below the field where the cursor is located |
| Cut, Copy, Paste > Move Field > Up |
|
<Alt><Up Arrow>
Or
<Alt><E><M><U> |
Move the field where the cursor is located up one position |
| Cut, Copy, Paste > Move Field > Down |
|
<Alt><Down Arrow>
Or
<Alt><E><M><D> |
Move the field where the cursor is located down one position |
Insert from Cited Record
Also available on the right-click menu |
 |
<Alt><E><R> |
Automatically insert data from a cited record that has a bibliographic connection to the record you are editing; builds a field (760 - 787) based on the OCLC number of the cited record |
| Attach Digital Content |
 |
<Alt><E><G> |
Attach digital file(s) to a WorldCat record (when record is replaced, file(s) are uploaded to a specified collection in CONTENTdm)
Command is available only to authorized CONTENTdm users. |
Transliterate > Arabic
Also available on the right-click menu |
 |
<Alt><E><T><A> |
Automatically transliterate romanized data in the current field of an Arabic record into Arabic script (Romanized = Latin script representation) |
Transliterate > Persian
Also available on the right-click menu |
 |
<Alt><E><T><P> |
Automatically transliterate romanized data in the current field of an Persian record into Arabic script (Romanized = Latin script representation) |
| Find/Replace |
 *
|
<Ctrl><F>
Or
<Alt><E><F> |
Find and replace text in records |
| Derive > New Master Record |
|
<Ctrl><Alt><C>
Or
<Alt><E><E><N> |
Derive a new bibliographic record from the displayed record
Select fields to transfer by default in Tools > Options > Derive Record tab |
| Derive > New Institution Record |
 |
<Alt><E><E><I> |
Derive a new bibliographic institution record from the displayed recordSelect fields to transfer by default in Tools > Options > Derive Record tab |
| Derive > New Constant Data |
|
<Ctrl><I>
Or
<Alt><E><E><D> |
Derive a new constant data record from the displayed record |
| Constant Data > Online > Apply Default |
|
<Ctrl><A>
Or
<Alt><E><D><O><A> |
Apply the default online constant data record to the displayed record |
| Constant Data > Online > Apply by Name |
 |
<Ctrl><U>
Or
<Alt><E><D><O><N> |
Apply an online constant data record to the displayed record by entering the constant data name |
| Constant Data > Online > Apply from List |
|
<Alt><E><D><O><L> |
Select and apply an online constant data record from a list of online constant data records
Note: Same as using Cataloging > Search > Online Constant Data (or <Ctrl><N>) |
| Constant Data > Online > Set as Default |
|
<Alt><E><D><O><D> |
Select the displayed online constant data record as the online default |
| Constant Data > Local > Apply Default |
 |
<Alt><E><D><L><A> |
Apply the default local constant data record to the displayed record |
| Constant Data > Local > Apply by Name |
 |
<Alt><E><D><L><N> |
Apply a local constant data record to the displayed record by entering the constant data name |
| Constant Data > Local > Apply from List |
 |
<Alt><E><D><L><L> |
Select and apply a local constant data record from a list of local constant data records
Note: Same as using Cataloging > Search > Local Constant Data (or <Ctrl><L>) |
| Constant Data > Local > Set as Default |
 |
<Alt><E><D><L><D> |
Select the displayed local constant data record as the local default |
Guided Entry > Edit
Also available on the right-click menu |
|
<Ctrl><Shift><X>
Or
<Alt><E><G><E> |
Open a guided entry window to edit an existing field 006, 541, or 583, depending on which field is current
If the cursor is not located in an 006, 541, or 583 field, you get an error message |
| Guided Entry > Insert 006 > Books |
|
<Ctrl><Alt><Shift><B>
Or
<Alt><E><G><6><B> |
Insert Books 006 field in the current record below the current field |
| Guided Entry > Insert 006 > Computer Files |
|
<Ctrl><Alt><Shift><P>
Or
<Alt><E><G><6><P> |
Insert Computer Files 006 field in the current record below the current field |
| Guided Entry > Insert 006 > Continuing Resources |
 |
<Ctrl><Alt><Shift><L>
Or
<Alt><E><G><6><O> |
Insert Continuing Resources 006 field in the current record below the current field
Formerly called Serials; includes both serials and integrating resources material types |
| Guided Entry > Insert 006 > Maps |
|
<Ctrl><Alt><Shift><M>
Or
<Alt><E><G><6><M> |
Insert Maps 006 field in the current record below the current field |
| Guided Entry > Insert 006 > Mixed Materials |
|
<Ctrl><Alt><Shift><I>
Or
<Alt><E><G><6><I> |
Insert Mixed Materials 006 field in the current record below the current field |
| Guided Entry > Insert 006 > Scores |
|
<Ctrl><Alt><Shift><C>
Or
<Alt><E><G><6><C> |
Insert Scores 006 field in the current record below the current field |
| Guided Entry > Insert 006 > Sound Recordings |
|
<Ctrl><Alt><Shift><R>
Or
<Alt><E><G><6><R> |
Insert Sound Recordings 006 field in the current record below the current field |
| Guided Entry > Insert 006 > Visual Materials |
|
<Ctrl><Alt><Shift><V>
Or
<Alt><E><G><6><V> |
Insert Visual Materials 006 field in the current record below the current field |
| Guided Entry > Insert 541 |
 |
<Alt><E><G><4> |
Open a guided entry window to insert a 541 field in the current record below the current field
(541 field is usually used to describe archival materials) |
| Guided Entry > Insert 583 |
 |
<Alt><E><G><8> |
Open a guided entry window to insert a 583 field in the current record below the current field
(583 field is usually used to describe archival materials) |
| Enter Diacritics |
 *
|
<Ctrl><E>
Or
<Alt><E><N> |
Insert diacritics and special characters in the displayed record in the location of the cursor |
| Reformat |
 *
|
<Ctrl><R>
Or
<Alt><E><R> |
Re-sort tags in correct numerical order |
| Previous Record Area |
|
<Shift><F6>
Or
<Alt><E><S> |
Switch the cursor to the previous record area. Areas include:
- Record Identification area
- Variable fields
- Fixed fields
|
| Next Record Area |
|
<F6>
Or
<Alt><E><X> |
Switch the cursor to the next record area. |
Action menu
Batch menu
View menu
| View menu item |
Toolbar button |
Default keystrokes and access keys |
Use to... |
| Label |
 *
|
<F10>
Or
<Alt><V><L> |
View and edit spine/pocket labels for the current record |
| Holdings > Default |
|
<Ctrl><Shift><D>
Or
<Alt><V><H><D> |
View holdings attached to the current record
Use default locations display based on number of holdings |
| Holdings > All |
|
<Ctrl><Shift><A>
Or
<Alt><V><H><A> |
Display all holdings (locations attached to the current record) |
| Holdings > State |
|
<Ctrl><Shift><T>
Or
<Alt><V><H><S> |
Display state holdings (locations) attached to the current record |
| Holdings > Regional |
|
<Ctrl><Shift><G>
Or
<Alt><V><H><R> |
Display regional holdings (locations) attached to the current record |
| User Information |
|
<Ctrl><Alt><U> Or <Alt><V><U> |
View session identification, duration, and other information for the current online session (when online) or for the last session (when offline) |
| Message of the Day |
|
<Alt><V><M> |
View the OCLC Message of the Day from the most recent logon |
| News |
 |
<Ctrl>>F5>
Or
<Alt><V><N> |
View OCLC system news |
| OCLC Usage Statistics |
(none) |
<Alt><V><C> |
Opens your default Web browser to the OCLC usage statistics page on the OCLC Website; shows your Connexion statistics, based on your default authorization and OCLCinstitution symbol |
| Assigned Keys |
|
<Alt><V><A> |
View all assigned keystroke shortcut assignments and their source (file name) |
| OCLC Fixed Field >Top |
|
<Alt><V><O><T> |
Move the OCLC fixed field above the variable fields in record displays |
| OCLC Fixed Field > Bottom |
|
<Alt><V><O><B> |
Move the OCLC fixed field below the variable fields in record displays |
| OCLC Fixed Field > Display as Variable Field |
|
<Alt><V><O><D> |
Show OCLC fixed field in tagged (variable field) format |
| Status Bar |
(none) |
<Alt><V><R> |
Show or hide the status bar |
| Toolbars > Client |
(none) |
<Alt><V><T> |
Show or hide the main client toolbar that contains toolbar buttons for menu commands |
| Toolbars > WorldCat Quick Search |
(none) |
<Alt><V><W> |
Show or hide the WorldCat quick search box on the toolbar for entering and sending a command line search or browse |
| Toolbars > Quick Tools |
(none) |
<Alt><V><Q> |
Show or hide quick tools on the toolbar for using and managing text strings and user tools |
| Pinned |
|
<Shift><F4>
Or
<Alt><V><P> |
Pin the current record to keep it open or unpin the current record to close it |
| Align Right |
 |
<Alt><V><I> |
Toggle alignment of Arabic or Hebrew script data in the current record right-to-left or left-to-right |
| Navigate Records and Lists > Back |
 *
|
<Shift><F9>
Or
<Alt><V><V><B> |
View the previous record from a list |
| Navigate Records and Lists > Forward |
 *
|
<F9>
Or
<Alt><V><V><F> |
View the next record from a list |
| Navigate Records and Lists > Previous 100 Records |
|
<Ctrl><Alt><Shift><U>
Or
<Alt><V><V><V> |
When search results from the specific kinds of searches exceed 100 records, view the previous 100 records (see "Record lists" for more information).
When these search types result in more than 100 records, the system sends a message to that effect and displays the first 100 |
| Navigate Records and Lists > Next 100 Records |
|
<Ctrl><Alt><Shift><V>
Or
<Alt><V><V><X> |
View the next 100 records resulting from specific types of searches (see "Record lists" for more information). |
| Navigate Records and Lists > Previous Group |
 |
<Alt><V><V><E> |
When a WorldCat search results in a group list, open the previous group entry without returning to the group list window |
| Navigate Records and Lists > Next Group |
 |
<Alt><V><V><G> |
When a WorldCat search results in a group list, open the next group entry without returning to the group list window |
| List Type > Brief |
 |
<Alt><V><Y><B> |
When you view a truncated WorldCat search results list, switch the display to the brief list format |
| List Type > Truncated |
 |
<Alt><V><Y><T> |
When you view a brief WorldCat search results list, switch the display to the truncated list format |
| Sort by > Author |
|
<Alt><V><S><A> |
Sort records in a list in alphabetical order by author |
| Sort by > Category |
|
<Alt><V><S><R> |
Sort records in a list by category |
| Sort by > Constant Data Name |
|
<Alt><V><S><D> |
Sort records in a list in alphabetical order by constant data name |
| Sort by > Date |
|
<Alt><V><S><E> |
Sort records in a list in order of dates. Toggles between sorting from newest to oldest or oldest to newest |
| Sort by > Main Entry |
|
<Alt><V><S><M> |
Sort records in a list alphabetically by main entry |
| Sort by > Title |
|
<Alt><V><S><T> |
Sort records in a list alphabetically by title |
Tools menu
| Tools menu item |
Toolbar button |
Default keystrokes and access keys |
Use to... |
| Text Strings |
 |
<Alt><T><S> |
Create text strings for frequently used data and insert in records or workforms, or assign to a keystroke shortcut or user tool (supplements constant data) |
| Text Strings quick tool |
**Quick toolbar alternative to the Text Strings command. Click the arrow and select a text string in the list to insert, or click Manage to open the Text String window.
Note: Quick tools for text strings and user tools are a single unit for purposes of repositioning in the client window or showing/hiding toolbars (View menu). |
| Keymaps |
 |
<Alt><T><K> |
Customize keystroke shortcuts for using commands, macros, characters, and text strings |
| Macros > Manage |
|
<Ctrl><Alt><Shift><G>
Or
<Alt><T><M><M> |
Create, edit, organize, and run macros to automate client functions |
| Macros > Stop |
|
<Ctrl><Alt><Shift><T>
Or
<Alt><T><M><S> |
Stop running a macro |
| Macros > Pause Recording |
 |
<Alt><T><M><P> |
Temporarily pause recording a macro with the ability to resume recording at the pointwhere you paused |
| Macros > Resume Recording |
 |
<Alt><T><M><E> |
Resume recording a macro at the point where you paused |
| Macros > Stop Recording |
 |
<Alt><T><M><R> |
Stop recording a macro when you are finished |
| Options |
|
<Alt><T><O> |
Open a window with tabs for setting options
See Getting Started, section 7 or Basics, Set Options and Customize, "Set client options and customize - overview" for a list. |
| Profiles |
 |
<Alt><T><P> |
Create, delete, or change default user profile (set of options and customizations) for those who need different settings to catalog for more than one library |
| Toolbar Editor |
(none) |
<Alt><T><E> |
Access to all toolbar buttons to add or remove buttons from the toolbar (drag and drop) |
| Z39.50 > Connect |
 |
<Alt><T><Z><C> |
Connects to your local system using a profile you set up in Tools > Options > Z39.50 |
| Z39.50 > Search |
 |
<Alt><T><Z><S> |
Search your local system for a record by entering its local record identification number
If you haven't already entered settings for connecting to your local system, the client prompts you to do so |
| Z39.50 > Disconnect |
 |
<Alt><T><Z><D> |
Disconnect from the Z39.50 connection
By default, disconnection occurs after 20 min. of inactivity (see Tools > Options > Z39.50 to change) |
| CJK E-Dictionary |
 |
<Alt><T><J> |
Open a dictionary of Chinese, Japanese, and Korean characters supported in the client for cataloging to help select the correct character |
| Find in a Library |
 |
<Alt><V><L> |
Display the current record in the Find in a Library service at WorldCat.org |
| Launch Local Holdings Maintenance |
 |
<Alt><T><L> |
Open the Connexion browser, automatically log on,* and display the local holdings record(s) for the bibliographic record currently displayed in the client. Use the screen to modify local holdings information.
*Logon uses your default authorization and password in Tools > Options > Authorizations or the authorization you assigned to the local file in File > Local File Manager / Authorization. |
| Launch WebDewey |
 |
<Alt><C><W> |
Launch a WebDewey-only session in the Connexion browser.
Note: Available only if your default authorization includes a WebDewey subscription |
| Harvest Web Content† |
(none) |
<Alt><T><H> |
Open a Web browser screen for harvesting files from the Web |
| Review Harvested Content† |
(none) |
<Alt><T><R> |
Open a Web browser screen for retrieving and reviewing harvested files |
| †Availability of access to these Web harvesting tools via Connexion client will be announced at a later date, following the release of client version 2.10. |
| User Tools > 1 through 10 |
|
<Alt><T><T><1>
<Alt><T><T><2>
<Alt><T><T><3>
<Alt><T><T><4>
<Alt><T><T><5>
<Alt><T><T><6>
<Alt><T><T><7>
<Alt><T><T><8>
<Alt><T><T><9>
<Alt><T><T><0> |
Customizable toolbar buttons/shortcut keys: Carry out a command, run a macro, insert a diacritic or special character, or insert a text string you assign to a user tool. Ten user tools are available. |
| User Tools quick tool |
**Quick toolbar alternative to the User Tools command. Click the arrow and select a user tool in the list, or click Manager to open the User Tools window.
Note: Quick tools for text strings and user tools are a single unit for purposes of repositioning in the client window or showing/hiding toolbars (View menu). |
| User Tools > Assign |
 |
<Alt><T><T><A> |
Assign a user tool to a macro, menu item, diacritic or special character, or a text string.
Customize default user tool description for tool tip and menu command pop-up description. |
| Check Spelling |
 |
<F7>Or<Alt><T><C> |
Check spelling in the displayed record |
Window menu
| Window menu item |
Toolbar button |
Default keystrokes and access keys |
Use to... |
| Cascade |
|
<Alt><W><C> |
Arrange open windows to overlap with title bars visible and with the current window on top |
| Tile Horizontally |
|
<Alt><W><H> |
Arrange open windows from left to right as non-overlapping tiles |
| Tile Vertically |
|
<Alt><W><T> |
Arrange open windows from top to bottom as non-overlapping tiles |
| Arrange Icons |
|
<Alt><W><A> |
Put icons for minimized windows in a row at the bottom of the main window |
| Close Window |
|
<Ctrl><F4>
Or
<Alt><W><W> |
Close the current record or list window |
| Close All |
|
<Alt><W><S> |
Close all client windows. Before closing any edited record, reminds you to save it if not already saved |
| [List of all open windows by name, numbered in the order you opened them] |
(none) |
<Alt><W><[window number] |
Make a specific record or list window the current window (topmost) by clicking its name or specifying its number |
Help menu
| Help menu item |
Toolbar button |
Default keystrokes and access keys |
Use to... |
| Client Help |
 *
|
<F1>
Or
<Alt><H><H> |
View Help. Two panes provided:
- Left pane: navigate Help via buttons, tabs, and links
- Right pane: view Help topics
Note: To print a Help topic, right-click in the topic, and on the popup menu, click Print. |
MARC Field Help
Also available on right-click menu |
 *
|
<Shift><F1>
Or
<Alt><H><M> |
For bibliographic records, open Web browser to Bibliographic Formats and Standards description of current field
For fixed field element in an authority record, open description in appendix C.3, Fixed Field Element Definitions, in the OCLC Authority User Guide
For variable fields in an authority record, opens description in MARC 21 Concise Format for Authority Data on the Library of Congress Web site. |
| Tutorial |
|
<Alt><H><T> |
Link to the Connexion tutorial on the OCLC Web site |
| Contact Support |
 |
<Alt><H><C> |
Open a form to fill in and send via the internet to OCLC (connexion-support@oclc.org), or to a selected regional service provider, or to another e-mail address that you specify |
| Useful Web Links > OCLC Connexion |
(none) |
<Alt><H><U><O> |
Open your default web browser and display the Connexion home page on the OCLC Web site |
| Useful Web Links > Client Documentation |
(none) |
<Alt><H><U><D> |
Open your default Web browser and display the Connexion client documentation page on the OCLC web site |
| Useful Web Links > Bibliographic Formats and Standards |
(none) |
<Alt><H><U><B> |
Open your default Web browser to the main page of OCLC Bibliographic Formats and Standards with links to chapters and field descriptions |
| Client Known Problems |
(none) |
<Alt><H><U><K> |
Open your default Web browser to the Connexion client known problems page on the OCLC Web site |
| Useful Web Links > Connexion Tips |
(none) |
<Alt><H><U><T> |
Open your default Web browser and display the Connexion tips page on the OCLC Web site |
| Useful Web Links > WorldCat Statistics |
(none) |
<Alt><H><U><S> |
Open your default Web browser and display the WorldCat Statistics page on the OCLC web site |
| Useful Web Links > WorldCat Record Change Request |
(none) |
<Alt><H><U><C> |
Open your default Web browser and display the WorldCat Record Change Request form on the OCLC web site |
| Useful Web Links > Authority Record Change Request |
(none) |
<Alt><H><U><R> |
Open your default Web browser and display the Authority Record Change Request form on the OCLC web site |
| Useful Web Links > WorldCat Record Merge Request |
(none) |
<Alt><H><U><M> |
Open your default Web browser and display the WorldCat Record Merge Request form on the OCLC web site |
| Useful Web Links > Authority Record Change Request |
(none) |
<Alt><H><U><R> |
Open your default Web browser and display the Authority Record Change Request form on the OCLC Web site |
| Useful Web Links > Product Services |
(none) |
<Alt><H><U><P> |
Open your default Web browser and display the Product Services page on the OCLC web site for access to:
- Records and Reports
- Macros
- Scripts
- Questions and Support
- Software and Documentation
|
| Useful Web Links > OCLC System Alerts |
(none) |
<Alt><H><U><L> |
Open your default Web browser and display the System Alerts page on the OCLC web site |
| Useful Web Links > Access and Authorization Form |
(none) |
<Alt><H><U><A> |
Open a Web form to add, change, or delete authorizations for OCLC cataloging and interlibrary loan (resource sharing) |
| License Agreement |
(none) |
<Alt><H><L> |
View the Connexion client license agreement and copyright statement |
| About OCLC Connexion Client |
(none) |
<Alt><H><A> |
View Connexion client version number and other identification information
Also view client program modules currently running |
Right-click shortcut menus
Right-click in a record to open a popup shortcut menu to:
- Undo
- Cut
- Copy
- Paste
- Paste Unformatted
- Delete Field
- Copy Field
- Copy Control Number
- Control Single Heading*
- Uncontrol Single*
- Insert from Cited record*
- Edit with Guided Entry*
- Insert Unicode Control Characters > [submenu of characters listed below]**
Note: These characters are available only on the right-click menu.
- Transliterate > Arabic [or Persian]*
- Right-to-left reading order*
- Link fields*
- Unlink fields*
- MARC Field Help
*Commands marked with asterisks are available for bibliographic records only.
**The Insert Unicode Control Characters submenu contains characters used to control display of bidirectional (mixed right-to-left and left-to-right) text in Arabic, Persian, and Hebrew records. Characters available are:
- LRM Left-to-Right Mark
- RLM Right-to-Left Mark
- ZWJ Zero Width Joiner
- ZWNJ Zero Width Non-Joiner
- LRE Start of Left-to-Right Embedding
- RLE Start of Right-to-Left Embedding
- LRO Start of Left-to-Right Override
- RLO Start of Right-to-Left Override
- PDF Pop Directional Formatting
Except for the Insert Unicode Control Characters submenu commands (available only on the right-click menu), these commands are also on standard client menu lists.
Access keys (hot keys)
- Access keys (sometimes referred to as "hot keys") are underlined letters on menus, submenus, commands, and various selections and buttons in windows, which provide keyboard access when used with the Alt key.
- Pressing <Alt> displays the underlines, or set a Windows option to keep the underline display on. For example, in Windows 2000, go to Start > Settings > Control Panel > Display > Effects tab, and click to clear the option Hide keyboard navigation indicators until I use the Alt key.
- Use either keystroke shortcuts (default or customized) or the equivalent access keys.
Use access keys to select and send commands on menus
| Press... |
To do this ... |
<Alt><underlined letter in menu name><underlined letter in command name>
Or
<Alt><Underlined letter in menu name>, then <Down arrow>, and then <Enter>. |
Open a menu, select a command, and send it. |
Example: To log off Connexion:
- Press <Alt><F><G>.
Or
- Press <Alt><F> to open the File menu, then press <Down arrow> twice to select Log Off, and then press <Enter>.
Use access keys in windows
- Press <Alt><underlined letter of the item you want to select or carry out>.
Example:
Open the Logon window (File > Log On). The window opens with the focus in the Authorization text box.
Press <Tab> to move the highlight to the Password text box to enter a password.
Or
Press <Tab> twice to move the focus to the Authorizations button, and then press <Enter> to open the Authorizations options tab to change and store the options for logging on.
back to top
Default function keys
About function keys
- Function keys at the top of the keyboard (<F1>, <F2>, <F3>, etc.) are used along or combined with <Alt>, <Ctrl>, or <Shift> keys as shortcuts to carry out client functions.
Example: <F2> opens the Search WorldCat window, if you are logged on, or the Logon OCLC window if not.
- Function key shortcuts are only a subset of preassigned keystroke shortcuts for client functions (see a complete list of default keystrokes for all commands in "Menus...").
- All functions in the client can be performed by the keyboard.
- Function keys and any other keystroke shortcuts can be reassigned (customized).
Function key template
To print a hard-copy template to place on your keyboard as a quick reference:
| Action |
|
Open the Function Key Template for OCLC Connexion Client at:
<http://www.oclc.org/support/documentation/connexion/client/gettingstarted/keyboardtemplate.pdf>
Print the template, cut and fold it, and place it above the function keys on your keyboard.
Optional. Use the blank side to record any changes you make to the function key assignments if you customize them. |
Function keys listed on menus
The client displays many of the default function keys next to the commands on menus. If you change the assignements, the client changes the display to the new key assignments, once you close and re-open the program.
Default function key assignments
The following table shows default function key assignments used alone or with <Alt>, <Ctrl>, or <Shift><Ctrl>, listed in keyboard order:
| Key |
Alone |
Alt + key |
Control + key |
Shift + key |
| F1 |
Client Help |
Logoff |
Logon |
MARC Field Help |
| F2 |
Search WorldCat |
Browse LC Names and Subjects |
Browse WorldCat |
Search LC Names and Subjects |
| F3 |
Search Local Bib Save File |
Search Online Authority Save File |
Search Online Bib Save File |
Search Local Auth Save File |
| F4 |
Save to Local File |
Exit |
Close Window |
Pinned |
| F5 |
Export |
[none] |
News |
Validate |
| F6 |
Next Record Area |
[none] |
Next Window |
Previous Record Area |
| F7 |
Check Spelling |
Delete Word |
Delete to End of Cell |
Produce |
| F8 |
Update |
Lock Record |
Print |
Delete Holdings |
| F9 |
Forward |
Release Lock |
[none] |
Back |
| F10 |
View Label |
Replace |
[none] |
Print Label(s) |
| F11 |
Control Single Heading |
Replace & Update Holdings |
Uncontrol Single Heading |
Control All Headings |
| F12 |
Print |
[none] |
[none] |
Print List |
The following tables show default function key assignments in order of menus and commands (excluding Batch and Windows menu commands, which do not have assigned default function keys):
| File menu |
Cataloging menu |
Authorities menu |
Edit menu |
| Logon <Ctrl><F1> |
Search > WorldCat
<F2> |
Search > LC Names and Subjects <Shift><F2> |
Validate
<Shift><F5> |
| Logoff <Alt><F1> |
Search > Online Save File <Ctrl><F3> |
Search > Online Save File <Alt><F3> |
Control Headings > All
<Shift><F11> |
| Print
<Ctrl><F8>
<Ctrl><P> |
Search > Local Save File
<F3> |
Search > Local Save File
<Shift><F3> |
Control Headings > Single <F11> |
| Print List <Shift><F12> |
Browse > WorldCat
<Ctrl><F2> |
Browse > LC Names and Subjects <Alt><F2> |
Control Headings > Uncontrol Single
<Ctrl><F11> |
| Print Label(s)
<Shift><F10> |
Previous Record Area
<Shift><F6> |
| Exit <Alt><F4> |
Next Record Area <F6> |
| Action menu |
View menu |
Tools menu |
Help menu |
| Update Holdings <F8> |
Label <F10> |
Check Spelling <F7> |
Client Help <F1> |
| Produce and Update Holdings <Shift><F7> |
News <Ctrl><F5> |
MARC Field Help
<Ctrl><F1> |
| Delete Holdings
<Shift><F8> |
Pinned <Shift><F4> |
| Lock Master Record
<Alt><F8> |
Back <Shift><F9> |
| Release Record Lock
<Alt><F9> |
Forward <F9> |
| Replace Record
<Alt><F10)> |
| Replace & Update Holdings <Alt><F11> |
| Save Record to Local File <F4> |
| Export <F5> |
back to top
Toolbars
About the toolbar
- When you install the Connexion client, default toolbars are already set up and displayed at the top of the client window.
- Default client toolbar:
Contains selected toolbar buttons for some of the most often used client commands (see list below). Toolbar buttons provide a single-click alternative to clicking menus and commands.
To see a definition of a toolbar button on the toolbar, place the cursor over the button without clicking. A popup ToolTip names the menu and command.
For example, the ToolTip for  reads CatalogingSearchWorldCat.
- Quick tools:
- WorldCat quick search tool for command line searching:
- Text strings list and Manage command to open the Text Strings window:
- User tools list and Manage command to open the User Tools window:
Note: For purposes of repositioning in the client window or showing/hiding, the text strings and user tools quick tools are a single unit.
Default client toolbar
The following table lists the buttons on the default toolbar (provided when you installed the client) and gives available keystroke shortcut alternatives. To see all available toolbar buttons, on the Tools menu, click Toolbar Editor, and scroll the list.
| Toolbar button |
Menu > submenu > command |
Function key shortcut |
Access key shortcut equivalent |
| |
Cataloging > Search > WorldCat |
<F2> |
<Alt><C><S><W> |
 |
Cataloging > Browse > WorldCat |
<Ctrl><F2> |
<Alt><C><B><W> |
 |
Cataloging > Search > Online Save File |
<Ctrl><F3> |
<Alt><C><S><S> |
 |
Cataloging > Search > Local Save File |
<F3> |
<Alt><C><S><L> |
 |
Authorities > Search > Online Save File |
<Alt><F3> |
Alt><U><S><S> |
 |
File > Log On |
<Ctrl><F1> |
<Alt><F><L> |
 |
File > Log Off |
<Alt><F1> |
<Alt><F><G> |
| |
Edit > Reformat |
<Ctrl><R> |
<Alt><E><R> |
| |
Edit > Validate |
<Shift><F5> |
<Alt><E><V> |
 |
Action > Update Holdings |
<F8> |
<Alt><A><U> |
 |
Action > Produce and Update Holdings |
<Shift><F7> |
<Alt><A><P> |
 |
Action > Delete Holdings |
<Shift><F8> |
<Alt><A><D> |
| |
Edit > Control Headings > Single |
<F11> |
<Alt><E><H><S> |
 |
Action > Export |
<F5> |
<Alt><A><X> |
 |
File > Print |
<Ctrl><P>
Or
<F12>
Or
<Ctrl><F8> |
<Alt><F><P> |
| |
Edit > Cut |
<Ctrl><X>
Or
<Shift><Delete> |
<Alt><E><T> |
| |
Edit > Copy |
<Ctrl><C>
Or
<Ctrl><Insert> |
<Alt><E><C> |
| |
Edit > Paste |
<Ctrl><V>
Or
<Shift><Insert> |
<Alt><E><P> |
| |
Edit > Find/Replace |
<Ctrl><F> |
<Alt><E><F> |
| |
Edit > Enter Diacritics |
<Ctrl><E> |
<Alt><E><N> |
 |
Action > Delete Record |
<Ctrl><Alt><D> |
<Alt><A><E> |
| |
View > Label |
<F10> |
<Alt><V><L> |
| |
View > News |
<Ctrl><F5> |
<Alt><V><N> |
| |
View > Back |
<Shift><F9> |
<Alt><V><B> |
| |
View > Forward |
<F9> |
<Alt><V><F> |
| |
Help > MARC Field Help |
<Shift><F1> |
<Alt><H><M> |
| |
Help > Client Help |
<F1> |
<Alt><H><H> |
Caution:If the default client toolbar contains new buttons when you upgrade to a later version, the new default button is not added to your toolbar. You can reset the toolbar to the default (Tools > Toolbar, click Reset), or use the toolbar editor to add new default buttons.
Check Getting Started with OCLC Connexion, "Update the client," whenever you upgrade for a list of client changes from the last version.
Quick tools
By default, the client also displays a WorldCat quick search box and quick tools for text strings and user tools along with the main client toolbar.
WorldCat quick search box
To use the WorldCat quick search box:
| |
Action |
| 1 |
Optional. Log on to the system. |
| 2 |
Click to place the cursor inside the WorldCat quick search box, and type a command line search or browse.
Or
Click the arrow directly to the right of the box to select from a search history list.
Note: The client keeps a list of all searches (not limited to the last 10), but does not retain them after you close the program. |
| 3 |
Click the search icon,  , or press <Enter> to send the search.
Note: If you did not log on before sending the search, the client prompts you to log on. |
| 4 |
Optional. To clear the search history list, click the arrow directly to the right of the search icon, and then click Clear WorldCat Search History.
Result: The client retains only the most recent search you typed in the quick search box. When you close and re-open the client, all searches are cleared from the quick search box. |
Text strings quick tool
To use the text strings quick tool:
| |
Action |
| 1 |
Click the arrow on the right of the text strings quick tool, and in the list, select the text string you want to insert at the cursor location in the current record.
Text strings are listed by the descriptions you assign when you create them. |
| 2 |
Optional. Click the quick tool name Text Strings or its icon, or in the list, click Manage to open the Text Strings window where you can assign or unassign text strings or view or print text string assignments.
See Basics, Set Options and Customize, "Create custom text strings" for more information. |
User tools quick tool
To use the user tools quick tool:
| |
Action |
| 1 |
Click the arrow to the right of the user tools quick tool, and in the list, select the user tool you want to apply. |
| 2 |
Optional. Click the quick tool name User Tools or its icon, or in the list, click Manage to open the User Tools window to assign or unassign user tools or to view or print user tool assignments.
See Basics, Set Options and Customize, "Assign custom user tools" for more information. |
Show or hide toolbars
By default, all toolbars are displayed. To toggle between hiding or re-displaying:
| Action |
Click View > Toolbars, and then click Client or WorldCat Quick Search or Quick Tools.
A check mark indicates which toolbar(s) are displayed.
Note: For purposes of displaying or hiding, the text strings and user tools quick tools are a single unit. |
Show toolbar on one line or two
| |
Action |
| 1 |
Click the arrow on the main client toolbar (located at the right end if toolbar ishorizontal or on bottom if toolbar vertical):
The drop-down shows any overflow toolbar buttons and provides a command to toggle between showing the main toolbar on one row or two:
|
| 2 |
Click Show buttons on two rows (default: the client displays the toolbar on one row).
Or
If you previously displayed the toolbar in two rows, click Show buttons on one row to switch back.
The client keeps your setting each time you re-open the program or upgrade to another version. |
Re-position toolbars
Use drag and drop to re-position toolbars:
- Horizontally at the top or bottom (above the status bar, if the status bar is displayed) or vertically at the right or left of the client window (default position: top).
- In relation to each other within the top, bottom, right, or left location.
| |
Action |
| 1 |
Move the cursor over the "grab bar" of a toolbar. If a toolbar is at the top or bottom of the client window, the grab bar is on the left; for example,  . If a toolbar is at the right or left, the grab bar is at the top.
Note: For purposes of repositioning, thequick tools for text strings and user tools are a single unit. |
| 2 |
When the cursor becomes a large pointer ( ), click and hold the grab bar, and then drag and drop the toolbar to a different position.
Result: The client retains the positions of toolbars when you close and reopen the program and when you upgrade to a new version. |
Note: You cannot re-position toolbars if the toolbar editor is open (Tools > Toolbar Editor).
back to top
Status bar
What is status information?
- The client status bar shows status information for the current logon session and/or the current (displayed) record.
- Record status information is stored only in the working copy of records saved in the bibliographic save file. (Exception: the status for Report Error is not stored when you save a record.) Statuses are not retained in the master record.
- The function of showing record statuses is to assist you as you manage and process records.
- For a displayed bibliographic record, the status bar shows:
-
Action statuses: Shows whether any of the following actions you took on a record were completed (C) or failed (F) or are ready (R) for batch processing:
Delete Holdings
Export
Label [print]
Produce
Submit
Replace
Report Error (status not saved with record; unavailable for batch))
Update Holdings
Validate (unavailable for batch)
These statuses are supplied by the system.
- Source of the record:
Shows the origin of the record:
Derived
Extracted
Imported
OCLC
Pathfinder
URL in Pathfinder
Workform
These statuses are supplied by the system.
- My Status: Shows status you entered (Action > Set Status) or set as default (Tools > Options > My Status tab) using free text (up to 40 characters). Available for online and local bibliographic save file records and constant data.
- Workflow status:
You can select from the following system-supplied list:
Completed
In Process (system-supplied default)
In Review
New
- Other information, including:
Record number (of the total number of records)
Institution symbol (bibliographic records)
Editing status
Editing mode (insert or overwrite)
If logged on: Countdown (in minutes and seconds) to system-timed-out logoff for inactivity
- For a displayed authority record, the status bar displays:
- Action statuses:
Shows whether the following actions you took on the authority record were completed (C) or failed (F) or are ready (R) for batch processing: Export
Add
Submit
Replace
Report Error (status not saved with record; unavailable for batch))
Validate (unavailable for batch)
These statuses are supplied by the system.
- Workflow status:
Shows one of the following:
Completed
Imported (system-supplied only)
In Process (system-supplied default)
In Review
New
- My Status:
For local authority save file only. Shows a note or identifier you entered (Action > Set Status) or set as default (Tools > Options > My Status tab) using free text (up to 40 characters).
- Other information (same as for bibliographic records)
Note: When you lock master bibliographic and authority records, the word Locked appears in the record information area. Locked status is not in the status bar.
Show or hide the status bar
The status bar shows at the bottom of the client main window, unless you hide it:
| Action |
To toggle between showing and hiding the status bar, click View > Status Bar.
A check mark indicates that the status bar is displayed. No check mark indicates that the status bar is hidden.
Default: The client displays the status bar. |
|
*
in theupper right corner of main window
*
*
