Basics: Set Options and Customize

Use / and buttons.

• View, change, or optimize the access method you use to connect to the OCLC Connexion cataloging system.
  Default (suitable for most users): OCLC Default (URL: http://connexion.oclc.org)
• Click to select or clear an option for a persistent connection if you use a proxy server to connect to the OCLC system, and you have problems logging on (keeps the same TCP connection active through multiple requests).
  Default: Option cleared

How? See the first three sections of Getting Started/"Set up communications and log on."

• Click to select or clear an option to enable statistics logging or transaction logging (assists OCLC staff to evaluate system performance if needed).
  
  Default: Statistics logging selected; transaction logging cleared.
  
  Recommendation: Keep these settings unless advised by Connexion support when you troubleshoot problems.

More information? See Set Up Communications and Log On, "Set up communications and log on: System responses for troubleshooting."

The authorization selections you make customize the way you log on to the system (File > Log On). You can:

• Set up automatic logon by saving your authorization and password and selecting it as the default
• Set up to 10 authorization/password combinations from which to select for logging on to Connexion
• Name each authorization/password combination to help distinguish them
• Choose not to supply a default password to prevent unauthorized logon

Default: No default authorization or password is provided. The first authorization/password entry is selected as the default. It is blank until you enter an authorization and/or password.

How? See "Set up communications and log on" in Getting Started.

Note: An option for local files: In File > Local File Manager, you can enter an authorization and password for a local file for interactive logon and batch processing. If you do not enter one, the client simply uses the authorization/password you establish in Tools > Options > Authorizations for interactive logon and batch processing for the local file.

Batch settings customize the way the client processes searches and/or record actions in batch mode. Select options for:

• Batch searching:
  • Set the maximum number of matches to download.
    Default: 1 record
    Maximum: 100 records
  • Retain search keys for searches that resulted in errors/records not found and/or too many matches.
    Default: No search keys are retained
• Batch actions on records:
  • Delete attached local holdings records (LHRs) when you delete holdings (required for batch deleting holdings; does not affect taking Delete Holdings actions while logged on).
  • Delete institution records (IRs) attached to master bibliographic records that your library contributed (required for batch deleting holdings only).
  • Select batch mode for printing labels and exporting bibliographic and/or authority records in local files. Otherwise, printing labels and exporting take place immediately, whether you are online or offline. All other actions occur immediately when you are online or are marked for batch processing when you are offline.
    Default: All check boxes cleared; label printing and exports occur immediately whether logged on or offline.

• Batch reports:
  • Display batch reports immediately after the batch runs
  • Print batch reports immediately after the batch runs
    Default: Batch reports display, but do not print, afrer the batch runs

How? See Cataloging, Take Actions on Bibliographic Records, "Run batch processing."

• Select fields to transfer when you derive a new bibliographic record or a new bibliographic constant data (Edit > Derive > New Record or New Constant Data)
  Or
  Reset to the default: 1XX through 8XX (X = any number)
• Select fields to transfer when you derive a new bibliographic institution record (Edit > Derive > New Institution Record)
  Or
  Reset to the default: 006, 007, 01X through 09X, 1XX through 9XX

How? See Cataloging: Create Bibliographic Records, "Create a bibliographic record from an existing record."

Destination:

• Create an export destination to export records (Action > Export). Available destination types include:
  • File
  • LPT Port
  • Connection (serial, network, or TCP/IP communications connection)
  • OCLC Gateway Export (displays messages from your local system)
• Select an export destination or if you export to different files, select Prompt for filename
• Edit or delete an export destination

Record Characteristics:

• Select a record standard for exporting bibliographic records:
  • MARC 21 (default)
  • Dublin Core Qualified
  • Dublin Core Simple
  • OCLC Dublin Core Qualified
  • OCLC Dublin Core Simple

Notes:

• Dublin Core standards are structured in XML.
• If you select Dublin Core, the client automatically selects the UTF-8 Unicode character set.

• Select a character set for exporting bibliographic and authority records:

• MARC-8 (default)
• UTF-8 Unicode
• Reset to default selections

Remove fields:

• Click Field Export Options to specifiy fields you want removed from exported bibliographic and/or authority records

Print report showing results of immediate export

• Click the Display Report for Immediate Export Results check box to display a temporary report after you export records immediately. The report shows export errors and any fields not mapped when records are exported in Dublin Core Qualified (XML).
  Default: Report does not print.

How? See "Export bibliographic records" or "Export authority records."

Disply a warning before exporting records that have unlinked non-Latin script fields

• Click the Warn before exporting bibliographic records that include unlinked non-Latin script fields check box. Displays a warning before exporting records with unlinked non-Latin script fields. Select this option if your local system cannot display unlinked non-Latin script data. You can continue or cancel exporting or—for records selected in a list or marked for batch export—skip the record and continue exporting.

How? See "Export bibliographic records" or "Export authority records."

• Select a font for displaying and printing records and lists

  Default: Arial Unicode MS (or, if not installed, uses system default font)
  Caution: Arial Unicode MS is a Unicode-compliant font. If you change fonts, you must specify a Unicode-compliant font to display and add diacritics and special characters.

• Select a font size for displaying records and a font size for printing records
  Default: 9 pt, display and print
• Select a font size for displaying lists and a font size for printing lists
  Default: 9 pt, display and print
  Notes:
  • The font size you select for displaying records also sets the font size for text you enter in client search windows.
  • A change to this setting does not take effect until the next time you display a record.
• Select font type, size, and style (boldface or regular) for printing labels
  Default: ALA BT Courier; 12 pt; regular. The font is supplied when you install the client.

How? See "Customize printing and display of records, lists, and labels" and "Select a font type and size for printing labels"

Session timer options

The client automatically logs off your online session after 39 minutes if you have not interacted with the system. To customize automatic logoff, you can:

• Specify number of minutes of inactivity before logoff
  Default: 39 min.
  Range: 5 to 39 min.
• Hide or display warning message before automatic logoff
  Default: Selected; the warning message displays
• Specify number of minutes before logoff when the warning appears.
  Default: 5 min.
  Range: 1 to 9 min.

Caution: Do not set timer and warning to the same number of minutes.

How? See Basics, Set Up Communications and Log On, "Customize automatic logoff timer and warning"

Action options

• Select or clear the check box to Disable Update and Produce if bibliographic record is held. If your library owns the item represented by a displayed record, you cannot: Update Holdings, Produce and Update Holdings, Alternate Produce and Update Holdings, or Replace and Update Holdings
• Select or clear option to receive a warning before the client processes an immediate action.

How? See "Take actions on bibliographic records"

Startup options

• Select a macro to run automatically at startup.
  Or
• Select a client function to run at startup (for example, Logon + Search WorldCat or Launch WebDewey)

How? See "Set up communications and log on"

Offline cataloging options

• Specify classification scheme for local bibliographic save file to use for labels and to supply a blank call number field when you catalog offline. Select one of the following:
  Library of Congress
  Dewey (default)
  National Library of Medicine
  Canadian
  Government
  National Agricultural Library
• Enter holding library code and institution symbol for a local file to be used for workforms, constant data workforms, and imported records when you catalog offline
• Enter MARC organization code if you are an authorized NACO participant.

How? See "Manage local files for offline/online cataloging"

Validation level options

• Set the validation level for automatic system validation for bibliographic master records. Set to:
  • Structure (default), Basic, or Full for completing these actions:
    • Update Holdings
    • Produce and Update Holdings
    • Alternate Produce and Update
    • Update Holdings as part of the Replace and Update Holdings action
  • None (default), Basic, or Full for completing Export
• Set the validation level for automatic system validation for bibliographic institution records. Set to:
  • Structure (default), Basic, or Full for completing these actions:
    • Add
    • Replace
  • None (default), Basic, or Full for completing Export
• Set validation level for exporting authority records to None (default), Basic, or Full

How? See "Validate records online or offline."

Display the Hand Press Book menu and set other options for working with Hand Press Book records.

• Anyone can set the option to display this menu, but functionality works only for libraries in the Consortium of European Research Libraries (CERL) who have OCLC authorizations for using the Hand Press Book (HPB) database.
• Formerly, the Research Libraries Group (RLG) hosted the HPB database. Now, by agreement with CERL, OCLC hosts the database and provides access only to CERL members via the Connexion client and browser interfaces.

Export

For exported records with non-Latin scripts, determine whether Latin script only, other scripts only, or all data appear in the records. If "all," determine which data appears in corresponding 880 fields.
Default: All data exports with non-Latin script data in 880 fields)

Interface language

Select a language:

• Chinese (Simplified)
• Chinese (Traditional)
• English (default)
• German
• Japanese
• Korean
• Spanish

How? See "Connexion client international cataloging"

Other

• Sort search results alphabetically by Latin script or in Unicode order by non-Latin scripts
• Include paired fields in workforms for creating non-Latin script records.

How? See "Use non-Latin scripts for cataloging."

Auto-transliterate

• Auto-transliterate romanized fields into Arabic script fields in Arabic and/or Persian records retrieved from WorldCat interactively (not by batch). Translliterates records with language code ara or per and no field 066.
  Default: Check box cleared
• Select or clear fields that are automatically transliterated into Arabic script.
  Default: Fields 1xx, 2xx, 3xx, 4xx, 5xx, 6xx, 7xx, 8xx selected

How? See "Arabic cataloging."

My Status is a free-text status (maximum of 40-characters) you can assign to help you sort and find specific records. You can assign a My Status to individual records or records selected in a list, or you can set a single default My Status to apply automatically for the following records:

• Bibliographic: All online or local bibliographic save file records
• Bibliographic Constant Data: All online or local bibliographic constant data records
• Authority: All local authority save file records
• Authority Constant Data: All local authority constant data records
  (Unavailable for online authority save file records and online authority constant data records.)

Default: None

How? See "Save bibliographic records" or "Save authority records"

• Select a default printer for printing labels
  Default: Your default printer in Windows
  
  Note: For printing records and lists, the client always uses your default printer in Windows, unless you temporarily change to another printer in the Windows Print window

• Open a window to select the following options:
  • Format (SL4, SL6, SLB, or SP1)
    Default: SL4
  • Print offsets
    Default: None
  • Type of label stock (continuous or sheet)
    Default: Continuous
  • MARC tag containing content you want to print on pocket labels.
  • Print to a specified text file instead of a printer
  • Default automatic stamp on spine labels or stamp for a specific holding library code.
  • Print a sample label to check the placement of text
  • For sheet label stock only, prompt to start printing at a specific column and row
    Default: Not selected

Records

• Print to a specified text file instead of a printer.

Accessions Lists:

Open a window to select:

• Print to a specified HTML file instead of a printer.
• Define a MARC tag containing content you want to print at the end of each accessions list entry.

How? See "Customize printing and display of records, lists, labels, and accessions lists"

Colors

• Select colors for displaying records for displaying bibliographic and authority records
  Default:
  Background gray, text black, cell background white
• Select a color to display invalid MARC-8 characters (Edit > MARC-8 Characters > Verify)
  Default:
  Red
• Select a color to display automatically converted CJK characters (Edit > MARC-8 Characters > Convert to MARC-8 CJK)
  Default:
  Green
• Reset colors to default

Fields

• View all data in record fields (cells expand as you add data)
  Or
  Truncate fields and add a scroll bar when cells become longer than 3 or 4 lines
  Default: Checked. Record fields show all data
• Use or hide drop-down lists of fixed field element values. (Select a value from a list or type over the value, whether or not the value you enter is on the list.)
  Default: Fixed field drop-down lists are available

How? See "Customize printing and display of records, lists, and labels"

• Open a window to set general options (types of words to skip, for example, words with all letters capitalized, etc.)
  Default: The spell checker ignores domain names, such as www.oclc.org.
• Open a window to customize which fields the spell checker checks and which subfields, if any, to skip. (The client supplies a default list of fields and subfields.)
• Select or clear an option to skip name information only in field 505.
  Default: Check box cleared; all 505 data is checked for spelling.
• Open a window to edit the spell checker dictionary; add, edit, or delete words you want the spell checker to skip (accept as correct). (By default, the client supplies a list of words and letters.)
• Select the language of the main dictionary.
  Default: English (United States)

How? See "Customize the spell checker"

• Select Toolbar Button Size: Standard or large
  Default: Standard

How? See "Customize the toolbar"

• For a Web file, also create multiple records from files linked from the Web page you specify
• Settings:
  • Display or save created records to the online or local save file
  • Create Dewey numbers
  • Apply default constant data
  • Define a My Status
• Advanced settings:
  • For Web files only: Skip or follow redirected URLs
  • Determine the wait time for metadata extraction to be completed

Select record characteristics for imported records:

• For bibliographic records only, select a record standard:
  • MARC 21 (default)
  • Dublin Core Qualified
  • Dublin Core Simple

  Notes:

  • Dublin Core standards are structured in XML.
  • If you select Dublin Core, the client automatically selects the UTF-8 Unicode character set.
  • The only record standard available for authority records is MARC 21.
    
• Select a character set for imported bibliographic and a set for authority records:

• MARC-8 (default)
• UTF-8 Unicode
• Reset to default selections

How? Import bibliographic records (same procedure applies to authority records)

A keymaps is a file of optional keystroke shortcuts for using menu commands, entering diacritics and special characters, inserting text strings, or running macros. The client supplies default keystrokes for commands and characters. Options for keystroke shortcuts include the following:

• View all keystroke assignments in any keymap file
• Select a default customized keymap file (if you create additional files)
  Default:Custom.Keymap.xml
• Assign or unassign any keystroke assignment
• Disable the default client keystroke assignments
• Reset assignments to the default
• Open a Keymap Organizer to organize keystroke assignments and files
• In any keymap file, view only keystrokes you assigned

Default: The client installs with default keyboard shortcuts. To view all assigned keystrokes, go to View > Assigned Keys

How? See "Customize keystroke shortcuts for menu items, macros, or characters"

Authorization/password for local file:

• Assign an authorization and password to use for interactive logon and batch processing when you use that particular local file.
  Default: None. The client uses the authorization/password you set up in Tools > Options > Authorizations
  
  How? See "Assign a separate authorization/password to a local file (optional)"

Customize locations for local files:

• The default location for Connexion client local files is X:\Documents and Settings\[user name]\Application Data\OCLC\Connex\Db, where X is the letter of your hard drive.
• The client creates default local files (with no data) in this location when you install the software.
• You can add other locations for local files, create multiple files, and change the default any time.
  
  How? See Add locations and/or create local files

Automatic backup option for local files:

Select one of these options:

• Do not back up local files
• Back up to same folder as original file (default)
  The client names the automatic backup file the same name but with the added file extension *.bac
• Back up local files to a different folder you specify
  
  How? See "Back up files automatically."

Compact/repair local files

• Remove empty space from a local file after you delete or move records from the file to keep file size manageable
• Repair a file when you receive erroneous messages that records in a local file are in use by another (unlocks "stuck" records)
• Update local file indexes for records saved before changes made to the indexes
  
  How? See "Manage local files for offline/online cataloging."

• Write or edit macros (short computer programs) to automate routine tasks
• Record macros automatically
• Run, pause, or stop macros
• Manage macro books (folders) to store macros
  
  How? See "Use client macros" and "List of Connexion client macro commands"

How? See Use Client Interface, "Main window"

Create text strings for often used data to insert in records (supplements constant data)

• Create, edit, or delete text strings
• Click Apply to insert a selected text string into the displayed record at the cursor location.
  Alternatives:
  • Use the text string quick tool on the toolbar. Click the arrow and in the drop-down list, click Manager.
  • Assign a text string to a keystroke shortcut or to a user tool.
    
    Default: No text strings until you create one or more
    
    How? See "Create custom text strings"

• Add or remove buttons to customize the toolbar
  
  Default: The client installs with preselected toolbar buttons (see Basics, Use the Client Interface, "Toolbars")
  
• Reset the toolbar to the original default selection and order of buttons.

How? See "Customize the toolbar"

How? See "Toolbars"

(View > Toolbars > Client
Or
View > Toolbars > WorldCat Quick Search
Or
View > Toolbars > Quick Tools)

• Use drag and drop to reposition any or all of the three toolbars to the right, left, top, or bottom of the client window.
• Use <Alt> with drag and drop to change the position of a button on the main client toolbar.

How? Show or hide toolbars
See Basics, Use the Client Interface, "Toolbars."

• Create, select, or delete user profiles
• Use to switch between different set of options and customizations (useful for cataloging for different libraries that require different settings)
  Default: The client provides a single set of default settings stored in:
  X:\Documents and Settings\[user name]\
  Application Data\OCLC\Connex\Profiles\
  MyProfile\, where X is the letter of your hard drive
  
  How? See "Create multiple user profiles for options and customizations"

• Assign, unassign, view, or print up to ten generic User Tools. When assigned, use as a command on the Tools menu or add equivalent toolbar button to the toolbar.
  Or
  Avoid the menu/command and use the user tools quick tool on the toolbar. In the drop-down list, click Manage.
  
  
  Assign tools to:
  • Enter a diacritic or special character
  • Run a macro
  • Issue a menu command
  • Insert a text string

• Customize default user tool descriptions that appear as tool tips and Tools > User Tool menu names

Default: User tools are unassigned

How? See "Assign custom user tools"

• For a guided search, choose from a short list (most used) or a comprehensive list of:
  • Indexes
  • Languages
  • Material types
• For a guided browse (index scan), choose from a short list or comprehensive list of indexes
• Display short list or comprehensive list:
  Use and buttons
• For short lists (except languages), customize the list by adding, removing, or reorganizing indexes:
  Use button

How? See Cataloging, Search WorldCat, "Customize WorldCat search and browse interfaces"

• Select the Include Institution Record indexes when searching WorldCat check box to match searches against both master records and unique data in attached institution records (IRs).
• Select the Display Institution Record(s) for single record check box to automatically display any attached IRs when you retrieve a single WorldCat record from a search.
• Select the Retrieve only SCIPIO records check box to limit WorldCat searches to SCIPIO records (Sales Catalog Index Project Input Online; formerly in the RLG Union Catalog; availability in WorldCat to be announced

How? See Cataloging, Use Bibliographic Institution Records, "Find bibliographic institution records"

• Always display as a brief list
• Always display as a truncated list
• Always display a full record (if multiple records are retrieved, displays first record in the list).
  Note: You can also toggle between displaying a list as brief or truncated while you view the list (View > List Type > Brief [or Truncated]).

How? See Cataloging, Search WorldCat, "Customize WorldCat search and browse interfaces"

• Bibliographic Field (cell background)
  Default: White
• Authority Field (cell background)
  Default: White
• Bibliographic Window (background)
  Default: Gray
• Authority Window (background)
  Default: Gray
• Bibliographic Text
  Default: Black
• Authority Text
  Default: Black
• Invalid MARC-8 characters
  Default: Red
• Converted MARC-8 CJK characters
  Default: Green

Tip: You can make records appear more like continuous text by eliminating cell borders: Select the same color for field and window background.

• A check mark indicates that the option is selected
• When the option is selected, fields expand as needed to display all data
• When the option is cleared, fields are truncated if they are longer than three or four lines. The client adds a vertical scroll bar to view all data in the field

Default: Check box selected. Fields expand as needed to display all data.

Caution: Arial Unicode MS is a Unicode-compliant font. If you change fonts, you must specify a Unicode-compliant font to display diacritics and special characters.

• Records
  In the Display Font Size list under Records and Lists/Records, click a font size, or highlight the size shown and type a font size.
  Default: 9 pt
  Notes:
  • When you change the font size for displaying records, the change does not take effect until the next time you display a record.
  • The font size you select also determines the font size of text you enter in client search windows.
  • For display of Bengali script records in Windows XP, you need to increase the font size for viewing and editing the Bengali script data.
• Lists
  In the Display Font Size list under Records and Lists/Lists, click a font size, or highlight the size shown and type a font size.
  Default: 9 pt

• Records
  In the Print Font Size list under Records, click a font size, or highlight the size shown and type a font size.
  Default: 9 pt
• Lists
  In the Display Font Size list under Lists, click a font size, or highlight the size shown and type a font size.
  Default: 9 pt

To print records to a text file, you must first select an option:

On the Printing (Tools > Options), under Records, select the Output to Text File check box. In the adjacent text box, type the full path and file name of a text file.
Or
Accept the default file:
X:\Documents and Settings\[user name]\Application Data\OCLC\Connex\Db

Or
Click Browse and navigate to another text file. Then click Open.
Default setting: Check box cleared. Records print to your default printer in Windows, not to a text file
Results:

With the print-to-file option selected:

• The first time you print records, if the file doesn't exist, the client creates it and prints the records to it. If the file already exists, the client asks if you want to overwrite the existing records, append to the existing records, or cancel printing.
• The client continues to print records to the file until you clear the check box.
• Text files support the ALA character set used in the client to enter diacritics and special characters.

Tip: Dedicating a printer for printing labels saves time. You can keep it filled with label stock. You need not switch from paper to label stock each time you print labels

• SL4 - spine label and two four-line pocket labels. Label set produced:
  • 1 spine label: up to 9 lines of 8 characters each for call number and input stamps2 card/pocket labels: 5 text linesCall number: 1 lineMain entry (author or uniform title): 2 linesTitle and any additional tag specified for holding library code: 2 linesNo blank lines

• SL6 - spine label and two six-line pocket labels. Label set produced:
  • 1 spine label: up to 15 lines of 8 characters each for call number and input stamps2 card/pocket labels: 5 text linesCall number: 1 lineMain entry (author or uniform title): 2 linesTitle and any additional tag specified for holding library code: 2 lines.Blank lines separate text groups

• SLB - spine label and one four-line pocket label. Label set produced:
  • 1 spine label: up to 9 lines of 8 characters each for call number and input stamps1 card/pocket label: 5 text linesCall number: 1 lineMain entry (author or uniform title): 2 linesTitle and any additional tag specified for holding library code: 2 linesNo blank lines

• SP1 - spine label only. Label set produced:
  • 1 spine label: up to 9 lines of 8 characters each for call number and input stamps
  • No card/pocket labels

Note: The client does not directly support the SP2 format (two spine labels, no card/pocket labels). To produce two spine labels, use the SP1 format and print two copies of the label.

• Continuous to print on continuous tractor-feed stock on a dot-matrix printer
  Or
  Sheet to print on single-sheet stock using a laser printer

• The next time you start label printing, the client opens the Column and Row Options window.
• Use the window to specify the column and row where you want to start printing the first label set

• Labels print to the specified file instead of a printer
• When you print more labels to the file, they are appended to any existing labels in the file.
• The client continues to print labels to the file until you clear the check box.
• Text files support the ALA character set used in the client to enter diacritics and special characters.

1. Under Print Offsets, in the Top and Left boxes, enter a decimal number for the amount of space to add or subtract from the top margin of labels. To subtract space enter a negative number (example: -.1 or -.2). (See print offset examples below.)
   Default: 0.0 for top and left
   Caution: Do not specify the margin (total distance between the edge of the label and the edge of the label text). Enter only the amount of space you want to add or subtract from the margin.
2. Under Units, select Inches or Centimeters to specify the unit of measurement you want to apply to the offsets.
   Default: Inches

• Enter up to 8 characters per line
• To leave a blank line in the automatic stamp, place the insertion point in the text box for the blank line and press the spacebar once.

• If you created a default automatic stamp, it appears by name–Default–in the Automatic Stamps Defined list. The client adds it to all spine labels.
• If you created an automatic stamp for a holding library code, the stamp appears in the Automatic Stamps Defined list by the holding library code–for example, oclc. The client adds the stamp to all labels for that holding library.

• Type numbers and subfield codes with no spaces or delimiters.
  Examples:
  999 (prints all subfields in first 999 field)
  999a (prints first 999 field, first ‡a only)
  999ab9 (prints first 999 field, first ‡a, ‡b, and ‡9)
• Maximum characters in 2-line pocket title: first line, 28 characters; second line, 27 characters (excludes the space the client uses to separate title data from tag data)

Results:

• The content of the specified tag (field or field/subfields) is printed on the second line of the title on pocket labels.
• If the title data occupies only the first line, the tag data is placed on the second line and indented one space.If the title data wraps to the second line, the tag data is right-justified.
• If the second line of the title is 20 characters and the auto stamp is more than 7, the tag data overwrites the second-line title data.
• If the tag data is longer than 27 characters, it is truncated.
• Specified subfields print in the order you enter them, not in the order they appear in the record field.
• The tag you specify works whether you print using View > Label or File > Print Label(s).

With the print-to-file option set:

• The first time you print an accessions list, the client creates the file and prints the list to the file.
• The next time you print an accessions list, the client asks if you want to overwrite existing data in the file or cancel printing.
• The client continues to print accession lists to the file each time you print an accessions list, until you clear the check box.

Caution: Each time you print an accessions list to a file, the data overwrites any existing data in the file.

• The content of the first instance of the specified tag (field or field/subfields) is appended to the end of the accessions list entry, preceded by two blank spaces.
• If you type a tag number only, all data in the first instance of the field is added to accessions list entries. If you specify a tag number and subfield code(s), only the data in the subfield(s) of the first instance of the field is added.

See more in Cataloging/Print Labels and Accessions Lists, "Print accessions lists."

• You can create custom macros to automate routine tasks (see "Use Connexion client macros" for more information).
• Also, Connexion client provides some macros, including the Dewey Cutter macro and the "NACO" macro, GenerateAuthorityRecord.
• The client does not, however, preassign keystroke shortcuts for running any macros.
• To save time, you can assign keystrokes to run macros. Otherwise, you run a macro by going to Tools > Macros > Manage, selecting a macro, and then clicking Run.
• You also have the option to create text strings for frequently used data. To insert text strings, you must assign a keystroke or a user tool. (See "Create custom text strings" and "Assign custom user tools" for more information.)

• If the item has a keystroke, it displays in the Current Shortcut Keys box.
• If the assigned keystroke is a default, it is labeled App default.

• The new shortcut works in addition to the previously assigned key.
• The Current Shortcut Keys box in the Keymaps window displays both the new shortcut key and the previous one.
• If the previous key assignment was a default key, it is labeled App default.
• Because the previous keystroke is still active, it remains on the menus next to the appropriate command after you close and re-open the client.

Or

To assign a new shortcut key to replace an existing key assignment, first click Unassign. In the Press New Shortcut Key text box, press the keys you want to assign, and then click Assign.

Results:

• The new shortcut replaces the previous key assignment.
• The Current Shortcut Keys box in the Keymaps window displays the new shortcut key.
• If the item had a default key assignment, it is also displayed and labeled Disabled.
• New keystrokes you assign to menu commands appear on the menus next to the appropriate command after you close and re-open the client.

Tip: To restore a single default keystroke assignment, simply select your reassigned key in the Current Shortcut Keys box and click Unassign. Then select the disabled default key, and click Assign.

Results:

• If you unassigned a custom keystroke, the client removes the keystroke from the Current Shortcut Keys box.
• If you unassigned a client default keystroke, the client labels the keystroke (disabled).

• Creating, renaming, or deleting keymap files
• Moving or copying key assignments between keymap files

When finished working with keymap files, click Close, or press <Enter>. You return to the Keymaps page.

The drop-down shows any overflow toolbar buttons and provides a command to toggle between showing the main toolbar on one row or two:

• The button is on the toolbar.
• The image of the button also remains in the Toolbar Editor list, but you cannot add the button to the toolbar again.

• Standard (19x17 pixels: example: )
• Large (38x34 pixels; example: )

Or

Click the icon and name on the user tools quick tool, , or click the arrow to the right of the icon and name to expand a list, and then click Manage. See more below about using the quick tool below.

• Character
• Macro
• Menu Item
• Text

The list below the Display Commands for Category shows the available selections for that category.

The client assigns the user tool and supplies a default description of the tool.

• The description displays under Description Assigned in the User Tools window.
• The Tools > User Tools menu also displays descriptions for each assigned user tool.
• To change the default description of the user tool, follow the procedure below.

Note: You must click Assign Tool. If you only click OK, the user tool is not assigned. After you click Assign Tool, the OK button becomes a Close button.

Result: The printout lists the user tool number and the default description of its assigned item.

• The new description appears in:
  • The tool tip that pops up when you put the cursor over the user tool button on the toolbar.
  • The name for the user tool in the Tools > User Tools menu list.

Notes:

• Only user tool numbers you have assigned are available. Unassigned numbers are grayed out (unavailable).
• Descriptions display on the menu to all assigned user tools

Or

Use the User Tools quick tool on the toolbar (see procedure immediately below).

Or

Use access key shortcuts. Press <Alt><T><T><1>, <Alt><T><T><2>, <Alt><T><T><3>, etc.

Or

Add toolbar buttons for assigned user tools to the toolbar, and then click a user tool button.

Note: To display the description for a user tool in a tool-tip pop-up, move the cursorover its toolbar button.