Edit Bibliographic Records

• Search any OCLC database and retrieve MARC records, including WorldCat, LC names and subjects authority file, LC names and subjects history file, and the Chinese name authority file
• Export records
• Display holdings

Same actions as for Search and the following actions:

• Create records
• Save records
• Validate records
• Export records
• Edit records locally
• Lock, edit, and save master records
• Submit records for peer review

Note: A limited or higher authorization also allows the follow actions for subject authority records:

• Edit records locally
• Validate records
• Save records
• Export records
• Submit records for peer review
• Add records to the online authority constant data file
• Use records as default constant data
  
  Note: No cataloging authorization allows you to create and add or replace subject authority records

Same actions as for Search and Limited and the following actions:

• Edit records
• Set and delete holdings
• Lock and replace master bibliographic records in WorldCat
• Add new bibliographic records to WorldCat

Same actions as for Full and the following actions:

• Lock and replace name authority records in the LC authority file
• Add new name authority records to the LC authority file

• Set and delete holdings on behalf of other libraries for whom the agent is providing cataloging

• A master record is the version of the record available to all who have access to Connexion. It does not include local data for any library.
• To edit a master record, it must be locked in WorldCat or the LC authority file:
  • Lock a record (Action > Lock Master Record) before you edit it.
    Or
    Let the system lock it automatically when you take a Replace Record or Replace and Update action on an unlocked record (must have NACO authorization to replace authority records).
  • If another user already has locked the record or replaced it after you opened or saved it, the action fails and you get an error message.
• When you lock a record, no other user can access the master until you unlock or take an action on it.
• Other users can retrieve the record or edit it locally while you have the master record locked.

• A locally edited record is a copy of the master record that you can modify without affecting the master record.
• Any time you edit a record without first locking it, you are making local edits. The record is not locked in WorldCat or the LC authority file. Therefore, other users can retrieve it, edit it locally, or lock and edit the corresponding master record.
• You can edit a record locally regardless of whether another user has locked the master record.
• While editing a record locally, you can add, delete or change the record content to meet your library's needs and then export the record.
• You are using local editing when you do copy cataloging.

A master record is the version of the record available to all users; it does not include local data for any library.

When you begin editing a master record, the record is locked in WorldCat.

Other users can retrieve the record in display mode or edit it locally while you have the master record locked for editing.

A locally edited record is a copy of the master record that you can modify without affecting the master record.

Use local editing mode for copy cataloging.

While editing a record locally, you can add, delete, or change the record content to meet your library's needs and then export the record.

The record is not locked in WorldCat; other users can retrieve it in display mode, edit it locally, or lock and edit the corresponding master record.

You can edit a record locally regardless of whether another user has locked the master record.

Press <Ctrl><Shift><9>.

Or

On the Cataloging tab, under Show Options, click Active Records or press <Alt><4>.

Under Bibliographic Records, click the OCLC control number.

The link for each active record includes the title or (if the record contains no title) No Title Provided.

For a new record (not yet saved or added to WorldCat), the link shows only the title or No Title Provided.

Under Bibliographic Save File, click the save file number.

The link for each active record includes the title or (if the record contains no title) No Title Provided.

Under Bibliographic Constant Data, click the constant data name.

Or click New (if editing a newly created constant data record.).

Template view for editing in Machine-Readable Cataloging (MARC) format. Compliant with MARC 21. MARC 21 fields may be supplemented with additional fields defined in OCLC-MARC.

Content for each field is viewed and edited in a row of text boxes. Provides Functions list for adding/removing fields. Authority control functions available (control individual fields or all controllable fields).

Input guidelines available for variable fields via Help on Functions list. Templates simplify entering fixed field (008) and 006 field(s). Help buttons provide input guidelines for 008 and 006. Elements in fixed-length fields linked to specific guidelines.

Text area view for editing MARC-format record; all variable fields are viewed and edited in a single large text box. Lets experienced MARC users edit efficiently by reducing interactions with the server. Authority control functions not available. Record appearance in display mode same as MARC Template view.

Templates simplify entering fixed field (008) and 006 field(s); Help buttons provide input guidelines for 008 and 006, but not for other fields. Elements in fixed-length fields linked to specific guidelines.

Template view for editing in Dublin Core format. Provides drop-down lists for selecting DC element labels plus optional qualifiers and schemes (specific sets of qualifiers and schemes appropriate for each element). Uses full qualifier labels and standard syntax for adding qualifiers and schemes.

Content for each field is viewed and edited in a row of text boxes. Provides Functions list for adding/removing fields. Authority control functions available (control individual fields or all controllable fields).

Input guidelines available for DC elements via Help on Functions list.

Text area view for editing Dublin Core format records. All fields are viewed and edited in a single large text box. Lets DC users edit efficiently by reducing interactions with the server. Record appearance in display mode same as DC Template view.

Add Element function simplifies entry of labels, qualifiers, and required punctuation and spacing. Authority control functions not available.

Direct access to input guidelines for DC elements not available.

MARC Template or MARC Text Area

View for displaying records in Machine-Readable Cataloging (MARC) format. Compliant with MARC 21. MARC 21 fields may be supplemented with additional fields defined in OCLC-MARC. Input guidelines available for variable fields via hyperlinked field tags. Help buttons provide input guidelines for 008 and 006. Elements in fixed-length fields linked to specific guidelines.

MARC display view is the same whether you select MARC or MARC Text Area from the View list.

DC Template or DC Text Area

View for displaying records in Dublin Core format. Uses full qualifier labels and standard syntax for adding qualifiers and schemes.

Dublin Core display view is the same whether you select DC Template or DC Text Area from the View list.

Dublin Core metadata elements presented in HTML. For display/export only; you cannot edit records or take any actions (except export) while using this view.

DC HTML Preview available (on View list) while displaying or editing record in any view. Export Record in DC HTML available only when displaying or editing record in DC Template or DC Text Area view.

Dublin Core metadata elements presented in Resource Description Framework (RDF). For display/export only; you cannot edit records or take any actions (except export) while using this view.

DC RDF Preview available (on View list) while displaying or editing record in any view. Export Record in DC RDF available only when displaying or editing record in DC Template or DC Text Area view. Note: RDF is a structure represented in Extensible Markup Language (XML).

Under Bibliographic Record View, Bibliographic Save File Record View, and Bibliographic Constant Data Record View,

• Click an option button to select MARC Template or MARC Text Area or DC Template or DC Text Area.

Default setting: MARC Template (for all views)

Save changes as default or use for current session only.

• Click My Default or For This Session.

Change view while editing or creating a bibliographic record

• While editing a bibliographic record or constant data record, you can switch views at any time using the View list (top right corner of screen).
• Before creating a new bibliographic record or constant data record, you can select the editing view at the Create Record screen or the Create Constant Data screen.

• Click an option button to select Display Mode or Edit Mode or Master Edit Mode.

Default setting: Edit Mode.

Save changes as default or use for current session only.

• Click Save My Default or Save For Session.

Fixed Field

Place the fixed field at the top or bottom of the bibliographic record.

Click to select one of the option buttons:

• Top

  Or

• Bottom

Default setting: Top.

Record Status and URL Notification

View the record statuses at the top or bottom of the bibliographic record.

Click to select one of the option buttons:

• Top

  Or

• Bottom

Default setting: Bottom.

Save changes as default or use for current session only.

• Click Save My Default or Save For Session.

Move cursor between the first fixed-field element and the first variable fields.

Note: In save file records, moves cursor to fixed field, variable fields, and the workflow status area.

<Alt></> (slash)

Move to the top or bottom of the record screen.

<Ctrl><Home> to move to the first input box on the screen.

<Ctrl><End> to move to the last input box on the screen.

Show or hide the Functions list

<Alt><Y>

Go to the Active Records screen

<Ctrl><Shift><9>

The system removes the text of the field; tag and indicators remain.

Empty fields removed

The empty field is removed if you reformat the record or take a final action.

Undo text changes

<Ctrl><Z>

To reverse the most recent text change, use the standard Windows undo keystroke: <Ctrl><Z>.

The following functions are supported in recent browser versions. Specific functionality may change with browser upgrades. Check browser Help or documentation for details.

Undo last change, current text box:

Press <Ctrl><Z> once.

Undo series of changes, current text box:

Press <Ctrl><Z> once to reverse each change, beginning with the last.

Undo series of changes in different text boxes:

Place the insertion point in the desired text box and then press <Ctrl><Z>.

Begin with the text box most recently modified and return to the other text boxes in reverse order (retrace your steps).

Notes on browser-based Undo

Browser dependent. Support for <Ctrl><Z> varies with browser and version.

Refresh clears undo memory. If you take an action that refreshes the screen (for example, select an item on the navigation bar, the Action list, or the Functions list for a field), the undo memory is cleared.

Enter diacritics and special characters

Character chart window

Internet Explorer for Windows only

1. Place the cursor where you want to insert a diacritic or special character.
2. Press <F7>.
3. In the Enter Diacritics and Special Characters window, click a character or diacritic to insert it at the cursor position.

• Note: Diacritic follows letter. To insert a diacritic, first type the letter it modifies. Then insert the diacritic following the letter.

  Example: To enter the letter u with an umlaut, type u. Then open the Enter Diacritics and Special Characters window and, in the character chart, click the umlaut symbol.

(Note: Windows only. Not supported by Macintosh versions of IE.)

Enter diacritics and special characters

Bar syntax (mnemonic codes)

Enter diacritics and special characters using mnemonic codes.

Diacritics.

1. Type the code for a diacritic after the letter it modifies (Unicode syntax).
2. First type the letter modified by the diacritic.
3. Type a vertical bar (pipe) symbol (Shift + backslash on most keyboards).
4. Type the mnemonic for the diacritic.
5. Then type another vertical bar symbol.

   Do not type a space between the letter and the code for the diacritic.

   Example: To enter an e with an acute accent, type e|ac|

Special characters.

1. Type a vertical bar (pipe) symbol (Shift + backslash on most keyboards).
2. Type the mnemonic for the special character.
3. Then type another vertical bar symbol.

Code list

Note: appearance in edit mode

• Characters entered using this method are automatically replaced with typographic forms.
• If you prefer, you can set an option to view the bar syntax in edit mode.

• On the header bar (black bar at the top of every system screen), click Diacritics.

Use the table to identify a character, find a character by name, or copy a character for input in a record.

For other ways to enter diacritics and special characters, as well as additional information, see Insert diacritics and special characters.

Move to the field above the place where you want to add a field.

In the Functions list click Add Single Field Below.

The inserted field duplicates the MARC tag of the preceding field.

In the added field, change the tag and supply indicators as appropriate.

Move to the element above the place where you want to add an element.

In the Functions list click Add Single Field Below.

The inserted element duplicates the DC element label of the preceding element.

In the added element, change the DC element label and specify a qualifier and/or scheme as appropriate.

Move to the field above the place where you want to add fields.

In the Functions list click Add Multiple Fields.

In the dialog box, type the number of fields you want to add (1 through 10). Then click OK.

The inserted fields duplicate the MARC tag of the preceding field.

In the added fields, change the tags and supply indicators as appropriate.

Move to the element above the place where you want to add elements.

In the Functions list click Add Multiple Fields.

In the dialog box, type the number of elements you want to add (1 through 10). Then click OK.

The inserted elements duplicate the DC element label of the preceding element.

In the added elements, change the DC element labels and specify qualifiers and/or schemes as appropriate.

Move to the field or element you want to copy.

In the Functions list click Copy Field.

Move to the field/element above the place where you want to insert the copied field/element.

In the Functions list click Paste Field.

Move field or element

(Cut and Paste)

Scroll to the field or element you want to reposition.

In the Functions list click Cut Field.

Scroll to the field/element above the place where you want to insert the moved field/element.

In the Functions list click Paste Field.

In the Functions list click Control Heading or Control DDC.

MARC only

Not available in Dublin Core template view.

MARC only

Not available in Dublin Core template view.

Edit Master Authority Record for name heading

Controlled name heading fields only

Move to the name heading field for which you want to edit the linked master authority record.

In the Functions list click Lock Master Authority Record.

The system retrieves and locks the master authority record for the name heading. The record appears in a new browser window, in master edit mode, using your default edit view for authority records (MARC or MARC Text Area).

MARC only

Not available in Dublin Core template view.

Edit Authority Record for name heading

Controlled name heading fields only

Move to the name heading field for which you want to locally edit the linked authority record.

In the Functions list click Edit Authority.

The system retrieves the authority record for the name heading. The record appears in a new browser window, in local edit mode, using your default edit view for authority records (MARC or MARC Text Area).

MARC only

Not available in Dublin Core template view.

Derive New Authority Record from record for name heading

Controlled name heading fields only

Move to the controlled name heading field you want to use to create a new name authority record by cloning.

In the Functions list click Derive New Authority.

The Derive Authority function

• Retrieves the linked record from the Connexion Authority File.
• Transfers selected content and/or supplies default fields/values to produce a new record based on the linked authority record.
• Presents the resulting record in local edit mode.
• Inserts NEW in the OCLC: field in place of an OCLC authority record number (ARN).

The resulting workform appears a new browser window in local edit mode, using your default edit view for authority records (MARC or MARC Text Area).

MARC only

Not available in Dublin Core template view.

Generate Authority Record for name heading

Uncontrolled or controlled name heading fields

Move to the name heading field you want to use to generate a new name authority record.

Headings you can use

• 100, 110, 111, 130, 240, 440,
• 600, 610, 611, 630, 651
• 700, 710, 711, 730
• 800, 810, 811, 830

In the Functions list click Generate Authority Record.

The Generate Authority function

• Extracts appropriate elements from the selected field and supplies new tags and subfields or removes them as needed
• Rearranges and adds the data from the bibliographic record to a name authority workform in the following order:
  • Fixed field
  • 040 with default MARC Organization Code (NUC symbol)
  • 022 (if any)
  • 1xx
  • 4xx (if any)
  • 642-646 (if any)
  • 670
• Supplies NEW in the OCLC: field in place of an OCLC authority record number (ARN).

The resulting workform appears a new browser window in local edit mode, using your default edit view for authority records (MARC or MARC Text Area).

MARC only

Not available in Dublin Core template view.

Surround the text of the article and any leading space(s) before the start of filing text in braces {}.

Example: {The }

Current variable field

• On the Functions list for the field, click Help.

Any variable field (tag) or fixed field element

1. In the MARC Help text box (right side, record header), type the tag number or the element label.
2. Click the MARC Help button.

Fixed field or field 006

• For the fixed field or field 006, click an element label for help on the specific element.
• Or type the element label in the MARC Help text box and then click MARC Help.

On the Functions list for the element, click Help.

1. Enter a subfield delimiter (‡):

• Type a single dollar sign ($). Press <Shift><4> to create the $. Connexion shows the dollar sign as a subfield delimiter (‡) in display mode.

2. Type the appropriate lowercase letter and (optionally) 1 space. Then type the text of the subfield.

3. (Optional) Type a space before any subsequent subfield delimiter.

To enter a dollar sign as a currency symbol (not to represent a subfield delimiter):

Type 2 dollar signs ($$). Do not type a space between the 2 dollar signs.

Specify language attribute for Dublin Core element

DC Template only

DC Language attribute (Optional)

Apply to any DC element.

Possible uses of language attributes: automated indexing, speech synthesis applications.

Note: the language attribute appears as lang=[value] in records exported as DC HTML.

Specify language for element

In the Language text box (right end of field, below Functions list), type the 2-letter code (iso 639-1) or, if no 2-letter code is available, the 3-letter code (iso 639-2t: terminology) for the language you want to specify.

Examples:

Add country code (optional)

Following the language code, type a hyphen and then the 2-letter country code (iso 3166).

Examples:

Language codes

Refer to the list at this URL:

http://www.loc.gov/standards/iso639-2/englangn.html

Country codes

Refer to the list at this URL:

http://www.iso.org/iso/en/prods-services/iso3166ma/02iso-3166-code-lists/list-en1.html

Remove attribute

In the Language text box, delete the text of the language code.

View the MARC fixed field.

In the list box labeled Fixed Fields, select the type of material you are describing. Click the arrow to open the list; then click the type you want.

Procedure: select OCLC Genre term

1. Find the OCLC Genre list box (top of record, above variable fields).
2. Open the list and click the term you want to use to categorize the resource described in the record.

MARC to DC mapping

When you change the value of the Type element in the MARC fixed field, the system determines the appropriate OCLC Genre term and displays it in Dublin Core views.

Go to the end of the record; the Create 006 option appears below the last record field, above the status area.

Click the arrow to open the list of 006 types labeled Create 006. Then click the type of 006 field you want to add.

The 006 editing area shows the type of 006 field you are creating. Below the label is a set of text boxes, 1 for each required element. In each text box, type a valid code for that element.

Tip: For help on valid values for an element, click the hyperlinked element label to view information in Bibliographic Formats and Standards.

Enter or edit LCCN

(010 field, subfields a, b, and z)

When you add or correct an LCCN:

• Enter all non-blank characters.
• Enter or omit the hyphen to separate the year from the serial number.
• You need not enter leading blank spaces (1 to 3) in empty prefix positions.
• If you include a hyphen, you may omit leading zeros (1 to 5) in empty number positions. If you omit the hyphen, you must supply the leading zeros.
• You need not enter the final blank space (12th position) in a pre-2001 LCCN.

Validation errors on field 010 often result from too many characters in any portion of the LCCN, embedded blanks in any portion, missing letters or numbers, or (if you omit the hyphen) missing leading zeros in the serial number.

More? See the next section, LCCN format details (field 010.

Not applicable.

View institution name for OCLC symbol in field 040

• Move to field 040 and hover the mouse pointer over an OCLC symbol in subfield a, c, or d.

A popup window shows the name of the institution.

MARC only

Not available in Dublin Core template view.

Edit field 040

(Turn off display of institution names)

1. Move to field 040.
2. In the Functions list, click Edit Field.
3. Edit field 040 as you wish.
4. When finished editing, in the Functions list click Show Institution.

Note: Field 040 is read-only by default, to let users view institution names for OCLC symbols. Select the Edit Field function when you need to modify the field.

MARC only

Not available in Dublin Core template view.

Go to the end of the record to use one of the automatically-inserted empty guided-entry fields.

Or

To add an empty field, move to the field above the place where you want to add field 541 or 583.

If you choose to add an empty field manually, in the Functions list click Add Single Field Below.

The inserted field duplicates the MARC tag of the preceding field.

In the empty field, type the desired tag (541 or 583) or change the tag to 541 or 583.

If you type any other tag number , you receive an error message when you reformat the record.

Reformat the record (or take any action that updates the record display.

If you add a field manually, redisplaying the record adds a plus sign + button at the left end of the 541 or 583 field to indicate that guided entry is available.

Redisplaying the record also places the new field in tag-number sequence.

If any guided-entry fields are open (expanded), reformatting causes the fields to close (collapse) automatically. Changes made, but not applied, using guided entry are lost when the field closes automatically..

Enter or edit content directly

In the text box for the field, define indicators and enter or edit appropriate subfield.

Expand (open) field

Click the Plus (+) button at the left end of the field.

Collapse (close) field and cancel changes

Click Cancel.

Collapse (close) field and apply changes

Click Apply.

Result. Content in the main text box reflects changes made using guided entry.

Select indicator value or subfield value

Click the down-arrow button to open the list of values for the indicator or subfield. Then click the value you want.

View MARC Help

In the expanded field, click the hyperlinked label for an element.

In the unexpanded field, on the Functions list, click Help.

Or, in the MARC Help box (top or bottom of record), type the tag number. Then click MARC Help.

Add a subfield (expanded field)

1. Open the Action list to the right of the subfield that precedes the one you want to add.
2. Click Add Below.
3. At the added subfield, open the list of available subfields.
4. Click the type of subfield you want to add.

Delete a subfield (expanded field)

1. Open the Action list to the right of the subfield you want to delete.
2. Click Delete.

Move a subfield (expanded field)

1. Open the Action list to the right of the subfield you want to move.
2. Click the option you want. The choices depend on the current position of the subfield..

Up to 3 letters

Positions 1 through 3

1 to 3 leading blanks fill unoccupied positions

Note: You need not enter leading blanks in the LCCN prefix.

1 or 2 letters

Positions 1 and 2

1 or 2 leading blanks fill unoccupied positions

Note: You need not enter leading blanks in the LCCN prefix.

2 digits

Positions 4 and 5

4 digits

Positions 3 through 6

Include or omit.

Not retained or displayed in record.

Include or omit.

Not retained or displayed in record.

1 to 6 digits

Positions 6 through 11

1-5 leading zeros fill unoccupied positions

Note: Enter leading zeros if you omit the hyphen. You may omit leading zeros if you include the hyphen.

1 to 6 digits

Positions 7 through 12

1-5 leading zeros fill unoccupied positions

Note: Enter leading zeros if you omit the hyphen. You may omit leading zeros if you include the hyphen.

1 blank after last digit of serial number

Position 12

Note: You need not enter a final blank space.

Not needed

With hyphen

abc98-123456_

ab98-3456

__a98-56_

a98-56

Without hyphen

abc98123456_

abc98123456

_ab98003456

ab98003456

a98000056

With hyphen

ab2002-123456

a_2002-3456

a2002-3456

__2002-56

2002-56

Without hyphen

ab2002123456

a_2002003456

a2002003456

__2002000056

2002000056

Entered: 74-1513

Entered: 74001513

Formatted: ___74001513_

Entered: 2002-277579

Entered: 2002277579

Formatted: __2002277579

Entered: a25-20

Entered: a25000020

Formatted: a__25000020_

Entered: a2001-336783

Entered: a2001336783

Formatted: a_2001336783

Entered: cd25-20

Entered: cd25000020

Formatted: cd_25000020_

Entered: cf2002-701624

Entered: cf2002701624

Formatted: cf2002701624

Entered: agr25-20

Entered: agr25000020

Formatted: agr25000020_

Not used in post-2000 LCCNs.

Entered: 85-2

Entered: 85000002

Formatted: ___85000002_

Entered: 2001-2

Entered: 2001000002

Formatted: __2001000002

Entered: 00-42732

Entered: 00042732_

Formatted: ___00042732_

Entered: 2001-58650

Entered: 2001058650

Formatted: __2001058650

Entered: 00-687172

Entered: 00687172

Formatted: ___00687172_

Entered: 2002-277579

Entered: 2002277579

Formatted: __2002277579

Add a linking entry field (tags 760-787)

1. Add a field with a MARC tag in the 760-787 range and enter appropriate indicator values.
2. At the left end of the text box for the added field, enter the OCLC control number of the bibliographic record to be cited.
3. In the Functions list click Insert from Cited Record.

Result

• Connexion extracts appropriate data from the cited bibliographic record, based on rules for the type of field you added and the type of record you are editing.
• In the inserted text, the OCLC control number you entered appears in a subfield ‡w and is hyperlinked to the cited record.

Note: no automatic hyperlink If you specify (Cataloging Options) Show Cited OCLC Control Numbers as Links that cited OCLC control numbers appear as editable text, Connexion does not automatically create hyperlinks to cited records. To hyperlink an OCLC control number in a specific field, in the Functions list click Link OCLC Number.

Add a 936 field to cite a parallel record

1. Add a field with MARC tag 936. Leave both indicator boxes empty.
2. In the text box for the added field, type PR, a space, and then the OCLC control number of the parallel bibliographic record to be cited.
3. In the Action list click Reformat Record.

Result

• In the inserted field, the OCLC control number you entered is hyperlinked to the parallel record.

Note: no automatic hyperlink If you specify (Cataloging Options) Show Cited OCLC Control Numbers as Links that cited OCLC control numbers appear as editable text, Connexion does not automatically create hyperlinks to cited records. To hyperlink an OCLC control number in a specific field, in the Functions list click Link OCLC Number.

Edit linking entry (760-787) or 936

1. Move to the field you want to edit.
2. In the Functions list, click Unlink OCLC Number.
3. Edit the field as you wish.
4. When finished editing, in the Functions list click Link OCLC Number to restore the link to the related record.

Note: By default, Connexion shows fields that contain OCLC control numbers for cited records as hyperlinks to the related records. If you prefer, you can specify (in Cataloging Options) that Connexion display these fields as editable text.

View cited record from linking entry (760-787) or 936

• In a field that contains a hyperlinked OCLC control number, click the OCLC control number.

Connexion opens a new browser window and presents the cited record in display mode (read-only).

Edit cited record from linking entry (760-787) or 936

• In a field that contains an OCLC control number for a cited record, in the Functions list click Edit Linked Record.

Connexion retrieves the cited record. The cited record appears, in edit mode, in the same browser window, replacing the record you were working with.

Note: To return to the record from which you selected the Edit Linked Record function, go to the Active Records screen; on the Cataloging tab, under Show Options, click Active Records.

Specify display of cited OCLC control numbers (fields 760-787 and 936)

1. On the Cataloging Options screen, locate the Show Cited OCLC Control Numbers as Links setting.
2. Click to select one of the option buttons:
   • Select Show as Editable Text to simplify revision of fields in this group.
   • Select Show as Live Link so you can easily view a cited record by clicking the linked control number.

Notes:

• Linking entry fields (760-787). By default, Connexion automatically hyper links the subfield ‡w containing an OCLC control number to the related record cited in a linking entry.
• Field 936. By default, Connexion automatically hyper links the subfield ‡a containing an OCLC control number to the parallel record cited in field 936.
• If you often create or edit records that contain cited OCLC control numbers, you may prefer that these fields display as editable text, including the subfield that contains the OCLC control number of a cited record.

Move cursor between the first fixed-field element and the first variable fields.

Note: In save file records, moves cursor to fixed field, variable fields, and the workflow status area.

<Alt></> (slash)

Move to the top or bottom of the record screen.

<Ctrl><Home> to move to the first input box on the screen.

<Ctrl><End> to move to the last input box on the screen.

Go to the Active Records screen

<Ctrl><Shift><9>

Press <Backspace> or <Delete> to delete text.

Or

Select the text. In the browser's menu bar, open the Edit menu and click Cut.

Or right-click the selected text; on the popup menu click Cut.

Undo text changes

<Ctrl><Z>

To reverse the most recent text change, use the standard Windows undo keystroke: <Ctrl><Z>.

The following functions are supported in recent browser versions. Specific functionality may change with browser upgrades. Check browser Help or documentation for details.

Undo last change, current text box:

Press <Ctrl><Z> once.

Undo series of changes, current text box:

Press <Ctrl><Z> once to reverse each change, beginning with the last.

Undo series of changes in different text boxes:

Place the insertion point in the desired text box and then press <Ctrl><Z>.

Begin with the text box most recently modified and return to the other text boxes in reverse order (retrace your steps).

Notes on browser-based Undo

Browser dependent. Support for <Ctrl><Z> varies with browser and version.

Refresh clears undo memory. If you take an action that refreshes the screen (for example, select an item on the navigation bar, the Action list, or the Functions list for a field), the undo memory is cleared.

Enter diacritics and special characters

Character chart window

Internet Explorer for Windows only

1. Place the cursor where you want to insert a diacritic or special character.
2. Press <F7>.
3. In the Enter Diacritics and Special Characters window, click a character or diacritic to insert it at the cursor position.

• Note: Diacritic follows letter. To insert a diacritic, first type the letter it modifies. Then insert the diacritic following the letter.

  Example: To enter the letter u with an umlaut, type u. Then open the Enter Diacritics and Special Characters window and, in the character chart, click the umlaut symbol.

(Note: Windows only. Not supported by Macintosh versions of IE.)

Enter diacritics and special characters

Bar syntax (mnemonic codes)

Enter diacritics and special characters using mnemonic codes.

Diacritics.

1. Type the code for a diacritic after the letter it modifies (Unicode syntax).
2. First type the letter modified by the diacritic.
3. Type a vertical bar (pipe) symbol (Shift + backslash on most keyboards).
4. Type the mnemonic for the diacritic.
5. Then type another vertical bar symbol.

   Do not type a space between the letter and the code for the diacritic.

   Example: To enter an e with an acute accent, type e|ac|

Special characters.

1. Type a vertical bar (pipe) symbol (Shift + backslash on most keyboards).
2. Type the mnemonic for the special character.
3. Then type another vertical bar symbol.

Code list

Note: appearance in edit mode

• Characters entered using this method are automatically replaced with typographic forms.
• If you prefer, you can set an option to view the bar syntax in edit mode.

• On the header bar (black bar at the top of every system screen), click Diacritics.

Use the table to identify a character, find a character by name, or copy a character for input in a record.

For other ways to enter diacritics and special characters, as well as additional information, see Insert diacritics and special characters.

Move the insertion point to the end of the line above the place where you want to add a field.

Press <Enter> to create a blank line and supply a right angle bracket (>). (Note: Angle bracket (>) supplied if using Internet Explorer browser; functionality not supported by Netscape browser.)

Or

Move the insertion point to the beginning of the line below the place where you want to add a field. Press <Enter> to create a blank line.

Type a right angle bracket, the 3-digit tag, a space, indicator 1 (or a space), indicator 2 (or a space), a space, and then the text of the field.

Do not type a space between the > and the first digit of the tag.

Move the insertion point to the end of the line above the place where you want to add an element.

Press <Enter> to create a blank line and supply a right angle bracket (>). (Note: Angle bracket (>) supplied if using Internet Explorer browser; functionality not supported by Netscape browser.)

Or

Move the insertion point to the beginning of the line below the place where you want to add an element. Press <Enter> to create a blank line.

Type a right angle bracket, a space, the element label, the qualifier (if any) separated from the element label with a period (.), a colon (:), a space, and then the text of the element.

Or (DC TextArea only)

Use the Add Element link below the text box. Open the list of elements and click the element you want to add.

If using a qualifier, open the list of qualifiers (list includes qualifiers valid for the selected element type) and then click the one you want.

Then click Add Element.

The system adds the label for the element below existing elements in the text box.

Repeat the steps for adding one field.

Or

Select the text of a field you want to duplicate.

In the browser's menu bar, open the Edit menu and click Copy.

Move to the place where you want to insert another field.

On the browser's Edit menu, click Paste. Repeat pasting the copied field if desired.

Repeat the steps for adding one element.

Or

Select the text of an element you want to duplicate.

In the browser's menu bar, open the Edit menu and click Copy.

Move to the place where you want to insert another element.

On the browser's Edit menu, click Paste. Repeat pasting the copied element if desired.

Or (DC TextArea only)

Repeat the steps for using the Add Element link below the text box.

Select the element label and/or qualifier you want to duplicate.

Then click Add Element.

Press <Backspace> or <Delete> to delete single characters.

Or

Select the text of the field. In the browser's menu bar, open the Edit menu and click Cut.

Or right-click the selected text; on the popup menu click Cut.

Move to the field or element you want to copy.

Select the text of the field/element.

On the browser's Edit menu, click Copy. Or right-click the selected text; on the popup menu click Copy.

Move to the field/element above the place where you want to insert the copied field/element.

On the browser's Edit menu, click Paste. Or right-click at the desired position; on the popup menu click Paste.

Scroll to the field or element you want to reposition.

Select the text of the field/element.

On the browser's Edit menu, click Cut. Or right-click the selected text; on the popup menu click Cut.

Move to the field/element above the place where you want to insert the moved field/element.

On the browser's Edit menu, click Paste. Or right-click at the desired position; on the popup menu click Paste.

Not available.

Workaround

In the text area view, add a blank line and enter the tag and indicators (or element label, qualifier, scheme) for a heading field.

Retrieve an authority record with the desired heading.

Copy the heading from the authority record and paste it into the field/element you added in the text area of the bibliographic record.

Switch to template view and control the field.

Surround the text of the article and any leading space(s) before the start of filing text in braces { }.

Example: {The }

Any variable field (tag) or fixed field element

1. In the MARC Help text box (right side, record header), type the tag number or the element label.
2. Click the MARC Help button.

Fixed field or field 006

• For the fixed field or field 006, click an element label for help on the specific element.
• Or type the element label in the MARC Help text box and then click MARC Help.

1. Enter a subfield delimiter (‡):

• Type a single dollar sign ($). Press <Shift><4> to create the $. Connexion shows the dollar sign as a subfield delimiter (‡) in display mode.

2. Type the appropriate lowercase letter and (optionally) 1 space. Then type the text of the subfield.

3. (Optional) Type a space before any subsequent subfield delimiter.

To enter a dollar sign as a currency symbol (not to represent a subfield delimiter):

Type 2 dollar signs ($$). Do not type a space between the 2 dollar signs.

Specify language attribute for Dublin Core element

DC Template only

Not available in DC Text Area view.

Switch to DC Template view to specify language attributes.

View the MARC fixed field.

In the list box labeled Fixed Fields, select the type of material you are describing. Click the arrow to open the list; then click the type you want.

Procedure: select OCLC Genre term

1. Find the OCLC Genre list box (top of record, above variable fields).
2. Open the list and click the term you want to use to categorize the resource described in the record.

MARC to DC mapping

When you change the value of the Type element in the MARC fixed field, the system determines the appropriate OCLC Genre term and displays it in Dublin Core views.

Scroll to the end of the record; the Create 006 option appears below the MARC fixed field.

Click the arrow to open the list of 006 types labeled Create 006. Then click the type of 006 field you want to add.

The 006 editing area shows the type of 006 field you are creating. Below the label is a set of text boxes, 1 for each required element. Supply a value for each element; type a value in the text box or select a value from a list.

Enter or edit LCCN

(010 field, subfields a, b, and z)

When you add or correct an LCCN:

• Enter all non-blank characters.
• Enter or omit the hyphen to separate the year from the serial number.
• You need not enter leading blank spaces (1 to 3) in empty prefix positions.
• If you include a hyphen, you may omit leading zeros (1 to 5) in empty number positions. If you omit the hyphen, you must supply the leading zeros.
• You need not enter the final blank space (12th position) in a pre-2001 LCCN.

Validation errors on field 010 often result from too many characters in any portion of the LCCN, embedded blanks in any portion, missing letters or numbers, or (if you omit the hyphen) missing leading zeros in the serial number.

More? See the next section, LCCN format details (field 010.

Not applicable.

Up to 3 letters

Positions 1 through 3

1 to 3 leading blanks fill unoccupied positions

Note: You need not enter leading blanks in the LCCN prefix.

1 or 2 letters

Positions 1 and 2

1 or 2 leading blanks fill unoccupied positions

Note: You need not enter leading blanks in the LCCN prefix.

2 digits

Positions 4 and 5

4 digits

Positions 3 through 6

Include or omit.

Not retained or displayed in record.

Include or omit.

Not retained or displayed in record.

1 to 6 digits

Positions 6 through 11

1-5 leading zeros fill unoccupied positions

Note: Enter leading zeros if you omit the hyphen. You may omit leading zeros if you include the hyphen.

1 to 6 digits

Positions 7 through 12

1-5 leading zeros fill unoccupied positions

Note: Enter leading zeros if you omit the hyphen. You may omit leading zeros if you include the hyphen.

1 blank after last digit of serial number

Position 12

Note: You need not enter a final blank space.

Not needed

With hyphen

abc98-123456_

ab98-3456

__a98-56_

a98-56

Without hyphen

abc98123456_

abc98123456

_ab98003456

ab98003456

a98000056

With hyphen

ab2002-123456

a_2002-3456

a2002-3456

__2002-56

2002-56

Without hyphen

ab2002123456

a_2002003456

a2002003456

__2002000056

2002000056

Entered: 74-1513

Entered: 74001513

Formatted: ___74001513_

Entered: 2002-277579

Entered: 2002277579

Formatted: __2002277579

Entered: a25-20

Entered: a25000020

Formatted: a__25000020_

Entered: a2001-336783

Entered: a2001336783

Formatted: a_2001336783

Entered: cd25-20

Entered: cd25000020

Formatted: cd_25000020_

Entered: cf2002-701624

Entered: cf2002701624

Formatted: cf2002701624

Entered: agr25-20

Entered: agr25000020

Formatted: agr25000020_

Not used in post-2000 LCCNs.

Entered: 85-2

Entered: 85000002

Formatted: ___85000002_

Entered: 2001-2

Entered: 2001000002

Formatted: __2001000002

Entered: 00-42732

Entered: 00042732_

Formatted: ___00042732_

Entered: 2001-58650

Entered: 2001058650

Formatted: __2001058650

Entered: 00-687172

Entered: 00687172

Formatted: ___00687172_

Entered: 2002-277579

Entered: 2002277579

Formatted: __2002277579

If not in Edit mode, on the Edit list click Edit Record or press <Alt><K> and then <L>.

On the Edit list click Validate Record or press <Alt><K> and then <V>.

Connexion validates the entire record.

If the record contains invalid elements (for example, tags, indicators or subfield codes) or invalid data (for example, fixed-field codes), Connexion displays error messages that identify the problem(s). Messages appear directly above the fields/elements to which they refer (template edit views). Messages appear above the text area in text area edit views. Messages about fixed-length fields (Leader, 008 or 006) appear between the Format list and the field elements.

Correct the error(s) and then retry validation.

Bibliographic record

Update Holdings

Produce and Update Holdings

Alternate Produce and Update

Default setting: By default, Connexion does not validate the record when you take these actions on an existing bibliographic record.

Note: When you update holdings, even with validation level set to No, the system verifies that the following fields are present and, for some, checks for valid data: Leader, 001, 005, 008, 040 $c, 049 and 245 $a or 245 $k. If any required field is missing, or in some cases contains invalid data, you receive an error message.

Validation level set: If you select Basic or Full validation for actions that set holdings, Connexion does the specified level of validation.

Add new record to WorldCat

(Update Holdings, Produce and Update Holdings, Alternate Produce and Update)

For new records, Connexion always does full validation.

Replace Record

Validates edited fields only.

Replace and Update Holdings

Validates edited fields only for the Replace action.

Applies the user-specified validation level for the Update Holdings action.

Export Record

Default setting. By default, Connexion does not validate exported records.

Validation level set: If you select Basic or Full validation for single-record exports, Connexion does the specified level of validation.

Delete Holdings

Does not validate the record.

Note: For Delete Holdings, although Connexion does no validation, the system verifies that the following fields are present and, for some, checks for valid data: Leader, 001, 005, 008, 040 $c, 049 and 245 $a or 245 $k. If any required field is missing, or in some cases contains invalid data, you receive an error message.

Authority record

Add Record

Validates the entire record.

Replace Record

Validates edited fields only.

Export Record in MARC

Default setting. By default, Connexion does not validate exported authority records.

Validation level set: If you select Basic or Full validation for single-record exports, Connexion does the specified level of validation.

Set Holdings

Select the level of validation to apply when you set holdings on a record.

• Structure (Default). Minimum validation. Verifies that indicators, if present, are a single character, that BLvl and Type codes are correct, and that the following fields are present (for some, also checks validity of data): Leader, 001, 005, 008, 040 $c, 049, and 245 $a or 245 $k-
• Basic. Checks the validity of elements, length, repeatability, type of data or codes, and other aspects of MARC record structure.
• Full. Verifies record structure (as for basic validation) and also checks relationships between elements.

Default setting: Structure.

Note: When you add a record to WorldCat or replace a master record, Connexion always performs full validation.

Export Bibliographic Record

Select the level of validation to apply when you export a single bibliographic record.

• None No validation for exported records.
• Basic Checks the validity of elements, length, repeatability, type of data or codes, and other aspects of MARC record structure.
• Full Verifies record structure (as for basic validation) and also checks relationships between elements.

Default setting: None.

Click Save My Default or Save for Session.

OCLC MARC: ALA Character Set

DC HTML & DC RDF: UTF-8

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.

1. On the Tools menu click Internet Options.
2. In the Internet Options dialog box, on the General tab, click the Fonts button.
3. In the Fonts dialog box, from the Language Script list, select Latin Based.
4. Under Web Page Font, select Arial Unicode MS.
5. Under Plain Text Font, select a Unicode font if one is listed.
6. In the Fonts dialog box, from the Language Script list, select User Defined.
7. Under Web Page Font, select Arial Unicode MS.
8. Under Plain Text Font, select a Unicode font if one is listed.
9. 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

1. On the Edit menu click Preferences
2. In the left pane expand the Appearance category and then click Fonts.
3. In the right pane, from the Fonts For list, select Unicode.
4. From the Proportional list, select Sans Serif.
5. From the Sans Serif list, select Arial Unicode MS.
6. From the Monospace list, select Lucida Sans Unicode.
7. Click OK to apply the change and close the Preferences dialog box.

Select fonts for Western encoding

1. Reopen the Preferences --> Fonts dialog box.
2. From the Fonts For list, select Western.
3. Repeat steps 4 through 7 to complete selecting Unicode fonts.

ü

£

ü

£

u|um|

|ps|

u|um|

ü

£

u|um|

|ps|

Unicode character

Or

Empty box if character not available in font

¥

Or

empty box

Place the cursor where you want to insert a diacritic or special character.

• Note: Diacritic follows letter. To insert a diacritic, first type the letter it modifies. Then insert the diacritic following the letter.

  Example: To enter the letter u with an umlaut, type u. Then open the Enter Diacritics and Special Characters window and, in the character chart, click the umlaut symbol.

• Press <F7>.

In the Enter Diacritics and Special Characters window, click a diacritic or special character to insert it at the cursor position.