Use Institution Records

On the General tab, on the Admin Options list, click User Information.

On the User Information screen, check the setting for Profiled for Institution Records?.

Yes indicates you can create, edit, and take actions on your library's institution records.

If the item is not shown, you have read-only access to institution records.

Master bibliographic record

Record information area. When you open a record with attached IRs from WorldCat or the bibliographic save file, information about the IRs appears at the top of the record, along with local holdings information.
Example:
OCLC 16 - ZMY Holdings/IR/LHR - 37 other holdings; 34 other IRs
The information indicates that:
Institution ZMY has contributed IR record(s) for this master record and also has local holdings record(s) (LHRs), attached.
34 more IRs contributed by other libraries are attached and there are 37 additional holdings on the master record.

WorldCat brief list

Each brief entry shows:
The code IR (left of record number), if your library contributed attached institution record(s)
At the end of the brief entry, the number of attached IRs contributed by other libraries
Example:
IR (left column) and Other IRs, 18 (end of entry). These indicators show that you have IR(s) attached and that 18 more IRs, contributed by other libraries, are attached.
Access attached IRs.
Click the hyperlinked IR code to view a list of your IRs.
Click Other IRs to view a list of all attached IRs.

WorldCat truncated list

Each truncated entry shows:
The code IR in the Record column, if your library contributed attached institution record(s)
Access attached IRs.
Click the hyperlinked IR code to view a list of your IRs.

Bibliographic Save File

Bibliographic save lists do not display either holdings information or institution record information.

Enter your search in either the command line or the guided search area.

Find the Include Indexes option (right of the Show if Single Record Found option, below both command line and guided entry search areas)

Select WorldCat and IR.

Default WorldCat. Only standard WorldCat indexes are searched.

Click Search.

Results

WorldCat and IR selected

• Connexion searches both master records and institution records, using both standard indexes and institution record indexes.
• Both master records and institution records are searchable using all WorldCat indexes, including indexes that target unique data in IRs. However, master records rarely contain fields/subfields included in IR-specific indexes.
• Search results list only master records retrieved by the search
  • Master records with attached IRs for your library have an IR link next to the record number. Click IR to view your institution record(s).
  • In brief list entries, records with attached IRs have links to Other IRs that display a list of IRs contributed by other libraries.
  • Or, open a master record to access attached IRs.
• With IR-specific indexes included, master records may be retrieved because of unique data in attached IRs that is not present in the master record.

WorldCat selected

• Connexion does not search institution records or IR-specific indexes. You can search for terms in all standard WorldCat indexes.
• Any attached IRs are accessible from retrieved master records.

Action note

io:

583 a c h i l 2 3 5

Indexes master records and IRs

Note: Action note is the only IR-specific index that is available for browsing WorldCat.

General call number

nu:

nu=

852 h i j

Indexes master records and IRs. However, 852 fields do not appear in master records.

OCLC control number assigned to IR

ir:

001

Indexes IRs only

System control number

sy:

035 a

Indexes IRs only

Omit parentheses in numbers

Example: To search for:

(CStRLIN)OHLG32495957-S

Type: CStRLINOHLG32495957-S

Enter your search in either the command line or the guided search area.

Select Institution Record from the Show if Single Record Found list.

DefaultBibliographic Record selected.

Click Search.

Result

Single master record with your IRs attached

• Either an institution record or an institution record list (for multiple IRs) for your institution.

Multiple master records

• WorldCat truncated list or brief list of master records.
• Master records with attached IRs for your library have an IR link next to the record number. Click IR to view your institution record(s).
• Or, open a master record to access attached IRs.

Open the master bibliographic record for which you want to show your attached institution records.

From the master record

On the Action list, click Show My Institution Records or press <Alt><K>, <;> (semicolon) (or <Alt><J>, <;>).

Results

Depending on how many IRs you have contributed for this master record, Connexion displays a single IR or a list of all your IRs.

Open the master bibliographic record for which you want to view institution records.

From the master record

On the View list, click Display Institution Records or press <Alt><K>, <}> (right brace) (or <Alt><J>, <}>).

In the Institution Records type list, select::

All Institution Records.

Or

By Specific Symbol. Then type the institution symbol in the text box

Click Display Institution Records.

Results

Depending on the option you specified, Connexion displays a list of institution records for one institution or IRs for all institutions.

1: Record

Sequential number

Sequential number

2: Inst

OCLC institution symbol

OCLC institution symbol. To see the name of the institution, hover the mouse pointer over the symbol.

3: Enc Level

Encoding level from Leader/17

Content                         Leader 17 =

Full                                     Blank

Full, not ex.                        1

Less-than-full                      2

Abbreviated                           3

Core                                    4

Partial                                  5

Minimal                                7

Prepub                                 8

Full, OCLC member             I

Less-than- full,

      OCLC member              K

Full, batch                            L

Less-than- full, batch           M

Validation error, batch        E

Deleted Record                   J

Other                                   None of the

                                              above

4: Class Scheme

Presence of a classification field; displays all schemes, comma- separated.

To see call number field(s), hover the mouse over the text.

Field present     Column contains

050                            LCC 

060                            NLM

070                            NAL

080                            UDC

082                            DDC

084                            Other

086                            GovDoc

090                            Local LCC

092                            Local DDC

096                            Local NLM

098                            Local Other

099                            Local Free Text

5: Scripts

Presence of 066 subfield $c

Note: Field 066 is not displayed in Connexion browser. Record identification area contains the notation Non-Latin script suppressed

Value in 066 c        Column contains

$1                               CJK 

(3 or (4                       Arabic

(N or (Q                      Cyrillic

(S                               Greek

Anything else             Code in $c, such as

                                     Beng, Deva, Tamil,

                                        or Thai.

6: Contents, Summary

Presence of Contents note (505) or Summary (520

To see the text in 505 or 520, hover the mouse pointer over the text in the column.

If 505 is present, column contains Contents

If 520 is present, column contains Summary

7: Authen Code

Authen. Code in 042; displays all, codes, comma- separated

For a list of all codes, see OCLC Bibliographic Formats and Standards

8: Replaced

Most recent replaced date, from field 005, bytes 00 -- 07

Date in the format

YYYYMMDD

9: Other

Various types of information, if present in the record

Archival Control if Type of Control =a

Types of microform generation(s), from 007/11. Shows one of the following if code is present:

Master microform (if 007/11 = a)

Printing master microform (if 007/11 = b)

Service copy microform (if 007/11 = c)

Mixed generation microform (if 007/11 = m)

Reformatting quality for digitized materials from electronic resources, from 007/13. Displays one of the following if present:

Access (if 007/13 = a)

Preservation (if 007/13 = p)

Replacement (if 007/13 = r)

Language of cataloging Non-English language of cataloging (MARC language code) from 040 subfield b, if present.

URI for Electronic Access, if $u is present in field: 505, 506, 514, 520, 530, 538, 540, 545, 555, 563, 583, or 856

Action followed by code in 583 $a, if present

Navigation bar:

Search button

Search Options list

Click the Search button (or press <Ctrl><Shift><W>) to return to the Search WorldCat screen.

On the Search Options list, click Search Results to go to WorldCat brief or truncated list.

On the Search Options list, click IR Search Results to go to the list of institution records.

Note: When you view an institution record, the Jump Bar contains an IR Results button. Click IR Results to go to back to the list from which you opened the record.

Search results message

Appears on the top line of the screen. Shows the institution record search query that retrieved the list of IRs.

If your results are unexpected, you can use this feedback to verify that you entered the search correctly.

Jump bar

(Navigation tools, at top and bottom of the screen)

View Record box

The box shows the entry number of the first entry on the screen. Box is active when the screen is first displayed; press <Enter> to view the first entry.

To view another entry, type the number in the box and press <Enter>.

View List box and arrow buttons

Use to move through multiple -screens.

To view a section of the list beginning with a specific entry, type the entry number in the box and press <Enter>.

To move to the next or previous screen , click the right arrow button or the left arrow button next to the View List box.

Note: If all entries appear on a single screen, the View List box and arrow buttons are not active.

Bib Record button

Click Bib Record to view the master bibliographic record to which the listed institutions records are linked.

1: Record

Sequential number

Sequential number

2: Inst

OCLC institution symbol

OCLC institution symbol. To see the name of the institution, hover the mouse pointer over the symbol.

3: Enc Level

Encoding level from Leader/17

Content                         Leader 17 =

Full                                     Blank

Full, not ex.                        1

Less-than-full                      2

Abbreviated                              3

Core                                    4

Partial                                  5

Minimal                                7

Prepub                                 8

Full, OCLC member             I

Less-than- full,

      OCLC member              K

Full, batch                            L

Less-than- full, batch           M

Validation error, batch        E

Deleted Record                   J

Other                                   None of the

                                              above

4: Class Scheme

Presence of a classification field; displays all schemes, comma- separated.

To see call number field(s), hover the mouse over the text.

Field present     Column contains

050                            LCC 

060                            NLM

070                            NAL

080                            UDC

082                            DDC

084                            Other

086                            GovDoc

090                            Local LCC

092                            Local DDC

096                            Local NLM

098                            Local Other

099                            Local Free Text

5: Scripts

Presence of 066 subfield $c

Note: Field 066 is not displayed in Connexion browser. Record identification area contains the notation Non-Latin script suppressed

Value in 066 c        Column contains

$1                               CJK 

(3 or (4                       Arabic

(N or (Q                      Cyrillic

(S                               Greek

Anything else             Code in $c, such as

                                     Beng, Deva, Tamil,

                                        or Thai.

6: Contents, Summary

Presence of Contents note (505) or Summary (520

To see the text in 505 or 520, hover the mouse pointer over the text in the column.

If 505 is present, column contains Contents

If 520 is present, column contains Summary

7: Authen Code

Authen. Code in 042; displays all, codes, comma- separated

For a list of all codes, see OCLC Bibliographic Formats and Standards

8: Replaced

Most recent replaced date, from field 005, bytes 00 -- 07

Date in the format

YYYYMMDD

9: Other

Various types of information, if present in the record

Archival Control if Type of Control =a

Types of microform generation(s), from 007/11. Shows one of the following if code is present:

Master microform (if 007/11 = a)

Printing master microform (if 007/11 = b)

Service copy microform (if 007/11 = c)

Mixed generation microform (if 007/11 = m)

Reformatting quality for digitized materials from electronic resources, from 007/13. Displays one of the following if present:

Access (if 007/13 = a)

Preservation (if 007/13 = p)

Replacement (if 007/13 = r)

Language of cataloging Non-English language of cataloging (MARC language code) from 040 subfield b, if present.

URI for Electronic Access, if $u is present in field: 505, 506, 514, 520, 530, 538, 540, 545, 555, 563, 583, or 856

Action followed by code in 583 $a, if present

Top or bottom of the screen

Press <PageDown> or <PageUp>.

Or

Click the down arrow or the up arrow (right end of the blue bar at the top and bottom of the list).

Next or previous screen of list

Use the View List box and arrow buttons to move through a multi-screen Group Summary.

To view a section of the list beginning with a specific entry, type the entry number in the box and press <Enter>.

To move to the next or previous screen of the Group Summary, click the right arrow button or the left arrow button next to the View List box.

Master record to which institution records are linked

Click the Bib Record button.

Institution IR or list of IRs

Click the hyperlinked entry number for the institution.

Or

Type an entry number in the View Record box and press <Enter>.

Retrieve the master record to which you want to add an IR.

Edit the master record as needed.

On the Action list take one of these final actions:

• Alternate Produce and Add IR or press <Alt><K>, <0> (zero)
• Produce and Add IR or press <Alt><K>, </> (slash)
• Update and Add IR or press <Alt><K><{> (left brace)

When the system asks you to confirm the action, click OK to confirm or Cancel to continue editing the master record.

Results

• Connexion performs the specified action on the associated master record and then adds the new institution record.
• Connexion redisplays the master record. A confirmation message appears above the record, giving the assigned OCLC control number for the new IR.
• If the action on the master record fails, Connexion redisplays the master record indicating validation errors. The system does not add the new IR to WorldCat. Correct the errors and then try the action again.
• If the action on the master record succeeds, but the IR is not added, Then the IR has failed validation. This can occur if you set a higher validation level for IRs than for master records (for example, level for master records is Basic and level for IRs is Full). Connexion displays a message instructing you to derive a new IR from the master record, correct any errors, and then add the IR to WorldCat.
• When you add your first IR to a master record, Connexion sets your institution-level holdings, if not already set.

In the displayed IR workform (derived from a master record or another institution record), edit the new IR as needed.

Add institution record

On the Action list in the IR workform, click Add Institution Record or press <Alt><K>, <N> (or <Alt><J>, <N>)..

When prompted to confirm the action, click OK to continue. Or click Cancel if you decide not to add the IR.

Results

• Connexion updates holdings for the associated master record and then adds the new institution record. Local data fields in the IR are retained.
• Connexion redisplays the new IR with its assigned OCLC control number. A confirmation message appears above the record.
• If the IR is not added, Connexion redisplays the IR with validation errors indicated. Correct the errors and then try again to add the IR.
• When you add your first IR to a master record, Connexion sets your institution-level holdings, if not already set.

Retrieve and display a master record or display an attached institution record from which you want to derive a new IR.

You can derive an institution record from an IR contributed by your library (in edit mode) or from an IR contributed by another institution (viewed in display mode).

On the Edit list click Derive New Institution Record or press <Alt><K>, <:> (colon) (or <Alt><J>, <:>).
When the system asks whether you want to transfer fixed-field values from the base record to the new IR, click Yes to transfer fixed-field data. Or click No to create the IR with default fixed-field data.

Results

• The system displays the new institution record workform in edit mode.
• The word NEW appears in place of an OCLC control number. The system assigns an OCLC control number when you add the IR workform to WorldCat.
• The record header area identifies the new record as an institution record workform and shows the OCLC control number of the master record (from field 001 if you derived the IR from the master record; from field 079 if you derived the IR from another IR. The header also contains information from field 245 of the base record.

Edit the record to add or modify content. Then add the new IR to WorldCat. See the preceding section for instructions.

Caution: You must add an IR workform to WorldCat before logging off. Otherwise, the record is lost. IR workforms cannot be saved for later completion. Instead, add the workform (link it to the associated master record. To modify the IR, retrieve the master record, display the new IR, edit it, and then replace the IR.

Add institution record

On the Action list click Add Institution Record or press <Alt><K>, <N> (or <Alt><J>, <N>)..

Results

• Connexion validates the institution record and the master record. If the system reports validation errors, correct them and then try again to add the record.
• When both records pass validation, Connexion links the institution record to the master record in WorldCat.
• When you add your first IR to a master record, Connexion sets your institution-level holdings, if not already set.
• The added institution record reappears in display mode.

On the General tab, click Admin

At the Preferences screen, click Cataloging Options.

Select variable fields to transfer

• To transfer a field or a field group to a derived institution record, select the check box for the field(s) you want to include.
• To prevent transfer of a field or field group, clear the check box.

Default setting: All listed MARC fields and tag groups are selected.

Click Save My Default or Save for Session.

Open an institution record from which to derive a master or CD record.

You can derive from your IR or any other library's IR.

On the Edit list take either of these actions:

• Derive New Master Record or press <Alt><K>, <D>
• Derive New Constant Data Record or press <Alt><K>, <4>

Results

The system transfers data to the derived record based on fields selected for the Derive Record Fields -- Fields to Transfer option for master or CD records (General tab, Preferences, Cataloging Options) and then displays the new record in edit mode.

Edit the record as appropriate and follow your usual procedures for completing new bibliographic records or constant data records.

Show the Command Shortcuts box above the record header

Press <Alt><K>.

Hide the Command Shortcuts box; show the Edit, Action, and View lists

Press <Alt><J>.

Show or hide the scrollbar in the Command Shortcuts box. Showing the scrollbar reduces the size of the box.

Click Show/Hide Command Scrollbar.

Or

Press <Alt><K> and then <|> (<Shift><\>).

Use a command shortcut when the Command Shortcuts box is visible. Or show the box and use a shortcut.

Press and release <Alt><K> and then press the shortcut key for the command.

Or

In the Command Shortcuts box, click the command you want to use.

Use a command shortcut when the Command Shortcuts box is hidden. Do not show the box; keep the Edit, Action, and View lists visible.

Press and release <Alt><J> and then press the shortcut key for the command.

Display an IR workform or an existing IR.

On the Edit list, click Validate Record or press <Alt><K><V> (or <Alt><J><V>).

Connexion validates the IR and either confirms successful validation or redisplays the record with errors indicated.

If the system reports errors, correct them and then try again to validate the IR.

On the General tab, click Admin.

At the Preferences screen, click Cataloging Options.

Add or Replace Bibliographic Institution Record

Select the level of validation to apply when you add or replace an IR.

• 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.

Export Bibliographic Institution Record

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

• 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.

Show your library's attached IRs from master record

From the master record

On the Action list, click Show My Institution Records or press <Alt><K>, <;> (semicolon) (or <Alt><J>, <;>).

Results

Depending on how many IRs you have contributed for this master record, Connexion displays a single IR or a list of all your IRs.

Cancel Changes

(Discard all changes made since you began editing the record. Do not continue editing.)

On the Edit list click Cancel Changes or press <Alt><K> and then <2> (or <Alt><J> and then <2>).

The system asks you to confirm that you want to discard changes you made while editing the record.

Click OK to cancel edits.

Or click Cancel to keep your changes and continue editing the record.

Results

Existing IR. The system redisplays the record as retrieved from WorldCat, in display mode.

New IR. The system removes the record and returns you to Search WorldCat screen.

Unedit Record

Reverse all changes but keep record open for editing)

On the Edit list click Unedit Record or press <Alt><K> and then <Z> (or <Alt><J> and then <Z>).

Results

Existing IR. The system redisplays the record as originally retrieved from WorldCat.

The record remains in edit mode so you can continue editing.

Complete editing and preserve changes by taking a final action on the IR

Caution: You must add an IR workform to WorldCat before logging off. Otherwise, the record is lost. IR workforms cannot be saved for later completion. Instead, add the workform (link it to the associated master record. To modify the IR, retrieve the master record, display the new IR, edit it, and then replace the IR.

Take a final action on the institution record.

Final actions are: Replace Record (for an updated IR) and Add Record (to attach a new IR).

Before adding or replacing the record, the system automatically validates the record. If the record fails validation, correct the errors reported and then retry adding or replacing the record.

Display Record

View the record in display-only view:

On the Edit list click Display Record or press <Alt><K> and then <T> (or <Alt><J> and then <T>).

Back to Editing

Return to edit mode after viewing a record in display-only mode:

On the Edit list click Back to Editing or press <Alt><K> and then <L> (or <Alt><J> and then <L>).

Reformat Record

On the Edit list, click Reformat Record or press <Alt><K> and then <R> (or <Alt><J> and then <R>).

Results

Reformatting arranges fields in (approximate) ascending tag number order and removes empty fields.

1. On the Edit list, click Apply CD By Name or press <Alt><K> and then <5> (or <Alt><J> and then <5>).

   An entry opens above the record header.

2. In the Specific CD Name text box, type the name of the constant data record you want to apply.
3. Click Apply CD or press <Enter>.

1. On the Edit list, click Apply CD From List or press <Alt><K> and then <6> (or <Alt><J> and then <6>).
2. In the list of constant data records, click the hyperlinked name of the LH constant data record you want to apply.

Apply Default CD

(Not available if you have not set a constant data record as default CD.)

On the Edit list, click Apply Default CD or press <Alt><K> and then <C> (or <Alt><J> and then <C>).

The system merges your default constant data with the record you are editing.

Move cursor from any variable-length field to the 007 field (or first variable field if no 007.

Press <Alt></> (slash).

Move to the top or bottom of the record screen

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

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

Or

Click the down arrow button (right end of blue header and footer bar).

Show or hide the Functions list

Press <Alt><Y>.

Go to the Active Records screen

Press <Ctrl><Shift><9>.

In the text box for the field, use standard editing keys (<Insert>, <Backspace>, <Delete>, arrow keys) to move the insertion point and remove or add characters.

Delete text

In the Functions list click Delete Text.

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.

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

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.)

Table of ALA-defined diacritics and special characters

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.

Add a field or multiple fields

1. Move to the field below which you want to add field(s).
2. In the Functions list click Add Single Field Below or Add Multiple Fields.
3. Multiple fields In the dialog box, type the number of fields to add (1-10). Click OK.

Inserted fields duplicate the MARC tag of the preceding field. Change the tags and supply indicators as appropriate.

Copy field

1. In the Functions list click Copy Field.
2. Move to the field below which you want to insert the copied field.
3. In the Functions list click Paste Field.

Move field (cut and paste)

1. In the Functions list click Cut Field.
2. Move to the field below which you want to insert the moved field.
3. In the Functions list click Paste Field.

Delete field

In the Functions list click Delete Field.

Enter subfield delimiter

1. Enter a subfield delimiter (‡):

Dollar sign as currency symbol

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.

When you view institution records for your institution.

To begin editing:

• Take the Edit Record action on a record in display mode.
• Click the entry number of a record listed in search results
• Derive a new institution record from an existing IR or master record.

When you view institution records for another institution.

Display mode is also in effect for your own institution records:

• When you take the Display Record action on a record you are editing.
• After you use Cancel Changes to end editing.

Template view for editing in OCLC-MARC bibliographic record format. Compliant with MARC 21 standard.

Content for each field is viewed and edited in a row of text boxes. Provides Functions list for adding/removing fields.

To view input guidelines, select Help on the Functions list or type a tag number or an element label (for elements in fixed-length fields) in the MARC Help text box and click MARC Help.

Alternative view for editing in OCLC-MARC bibliographic record format. Compliant with MARC 21 standard.

Content for all variable-length fields is viewed and edited in a single text box. For users who prefer full-screen editing. No Functions list; add/, delete, or move fields using basic text-editing techniques.

To view input guidelines, type a tag number or an element label (for elements in fixed-length fields) in the MARC Help text box and click MARC Help.

MARC display view

View for displaying records in read-only format. Other institutions' IRs always appear in this view. To view input guidelines, click a hyperlinked tag number or type a tag number or an element label (for elements in fixed-length fields) in the MARC Help text box and click MARC Help

Retrieve an existing institution record that you need to revise and then replace in WorldCat.

Edit the record to add, change, or remove content

Replace IR

On the Action list click Replace Institution Record or press <Alt><K> and then <A> (or <Alt><J> and then <A>).

Results
The system asks you to confirm that you want to replace the institution record.

Click OK to replace the record.

Or click Cancel to resume editing the record.

• Connexion validates the IR. If the system reports validation errors, correct them and try again to replace the record.
• When the IR is valid, Connexion replaces it in WorldCat.
• The replaced record reappears in edit mode.

Retrieve an existing institution record that you need to export.

Export the IR

On the Action list click Export Record in MARC or press <Alt><K> and then <E> (or <Alt><J> and then <E>).

Results

• Export occurs immediately. Because you cannot save IRs, batch export is not available.
• By default, Connexion does not validate exported IRs. You can set a Basic or Full validation level for exported IRs in either Cataloging Options or Export Options.
• Connexion uses the same settings you selected for other bibliographic records in Export Options: export destination, fields to delete from exported bibliographic records, export file type and file name, etc..

Retrieve an existing institution record that you need to move to a different WorldCat master record.

Move an IR

On the Action list click Move Institution Record or press <Alt><K> and then <M> (or <Alt><J> and then <M>).

Connexion prompts you to supply the OCLC control number of the master record to which you want to move the IR.

In the text box labeled Move Institution Record to OCLC #, type the OCLC control number of the master record to which you want to attach this institution record.

Then click Move Institution Record to move the IR.

Or click Cancel to cancel moving the IR.

Results

• Connexion redisplays the institution record with a confirmation message. In the IR, field 079 $a contains the OCLC control number of the master record to which the IR is now attached.
• Holdings not deleted when you move an IR. Even if the IR you move is the last IR attached to the master record it was moved from, Connexion does not delete your institution's OCLC symbol from the master record. To remove your holdings symbol, you must take a separate Delete Holdings action on the master record from which you moved your last IR.

Retrieve an existing institution record that you want to delete.

On the Action list click Delete Institution Record or press <Alt><K> and then <X> (or <Alt><J> and then <X>).

The system asks you to confirm that you want to delete the institution record.

Click OK to delete the record. Or click Cancel if you decide to keep this IR.

Results

• Not the last IR. If you have other institution records linked to the master record, Connexion deletes the record. The record reappears in display mode, with a message confirming that it has been deleted.
• Last IR. If you delete your last IR linked to the master record, Connexion deletes the record and then asks whether you want to remove your institution's holdings symbol. Click Yes to remove your institution's symbol. Click No to keep your holdings symbol linked to the master record.
  If you select Yes, Connexion removes your symbol. The master record appears with a confirmation message at the top. In the record, the holdings statement indicates that your institution has no holdings.

Open the master record from which you want to delete all institution records and remove your institution's symbol.

From the master record

On the Action list click Delete All Institution Records or press <Alt><K> and then <O> (letter O) (or <Alt><J> and then <O>).

Results

Above the master record, Connexion asks you to confirm whether you want to delete all your IRs and whether you also want to remove your institution's holdings symbol.

Confirm or cancel the action:

• Delete all IRs and holdings symbol. Select the Remove your institution's symbol from bibliographic record check box and then click Delete Institution Records.
• Delete IRs, retain your institution's symbol. Clear (uncheck) the Remove your institution's symbol from bibliographic record check box and then click Delete Institution Records.
• Cancel deleting all IRs. Click Cancel if you decide to keep your existing IRs and retain your holdings symbol attached to the master record.

Results

• Delete all IRs and symbol. Connexion deletes the IRs and your institution's symbol from the record. A confirmation message states that your holdings were deleted and gives the number of IRs deleted.
• Delete IRs, retain symbol. Connexion deletes the IRs and displays a confirmation message that gives the number of IRs deleted.