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OCLC Connexion Client Tutorials

The series of Using OCLC Connexion Client tutorials cover the various features of OCLC Connexion client. Start with the Overview and then select them in order or select the ones you want to see.

System requirements for these tutorials are below. Times listed are approximations. The amount of time needed to complete a tutorial will vary with each individual.

  • Overview
    Shows how to logon, details the user interface, and explains how to setup preferences for cataloging and administrative features of the Connexion client.
    Web-based. 29 pages. Approximate time to complete: 10 min.

    View the tutorial

  • Searching WorldCat
    Shows how to search for WorldCat bibliographic records using the various indexes.
    Flash-based. 58 pages. Approximate time to complete: 22 min.

    View the tutorial

  • How to use the Local Save File
    Shows how to save records to the local file, search for them, and more.
    Flash-based. Approximate time to complete: 10 min.

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  • Managing Constant Data
    Shows how to create constant data records as well as search, edit, and replace them.
    Web-based. 42 pages. Approximate time to complete: 15 min.

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  • Creating Bibliographic Records
    Shows how to create a bibliographic record from a blank workform and how to derive a new bibliographic record from an existing record.
    Web-based. 23 pages. Approximate time to complete: 10 min.

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  • Metadata Extraction
    Shows how to create bibliographic records by extracting metadata from electronic resources. Includes how to extract up to 100 records from a single Web resource.
    Flash-based. Approximate time to complete: 27 min.

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  • Editing Bibliographic Records
    Covers editing, adding and working with fields in bibliographic records, diacritics and special characters, and how to display holdings.
    Web-based. 37 pages. Approximate time to complete: 13 min.

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  • How to Search the Authority Files
    Covers searching for authority records using the various indexes. Also, covers browsing the Authority Files index.
    Flash-based. 55 pages. Approximate time to complete: 60 min.

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  • Controlling Headings in Bibliographic Records
    Shows how to control all headings with a single action, control a multiple subject heading, control a personal name heading, view a linked authority record, and more.
    Web-based. 29 pages. Approximate time to complete: 12 min.

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  • Taking Final Actions on Bibliographic Records
    Shows how to validate a record, updating holdings, export records, and more.
    Web-based. 26 pages. Approximate time to complete: 12 min.

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  • Institution Records
    Institution records (IR) are linked to OCLC WorldCat master records and contain additional cataloging data. This tutorial shows how to create, edit, move, and delete institution records. It also shows how to derive IRs from bibliographic records and how to search for existing institution records.
    Flash-based. Approximate time to complete: 22 min.

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  • SCIPIO Records
    SCIPIO: Art and Rare Book Sales Catalogs database provides bibliographic access to auction sales catalogs. This tutorial shows how to determine if a MARC record is a SCIPIO record, as well as how to find, browse for, and create SCIPIO records.
    Flash-based. Run time: 12 min.

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  • Batch Processing
    Shows how to process bibliographic records in batches. Covers searching, online record actions, export, and label printing, as well as batch processing reports.
    Flash-based. 30 pages. Approximate time to complete: 15 min.

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  • Non-Latin script cataloging
    The Connexion client supports Arabic, Chinese, Japanese, Korean, Hebrew, Cyrillic, and Greek scripts. This tutorial explains features available for cataloging bibliographic records in non-Latin scripts.
    Flash-based. 36 pages. Approximate time to complete: 25 min.

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  • Introduction to MARC Tagging
    Explains the MARC format; what it is, how it is used, and how to read MARC bibliographic records.
    Toolbook II application. 98 pages. Approximate time to complete: 40 min.

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System requirements for web-based tutorials:

  • Microsoft® Internet Explorer 5.5, service pack 1 and above.
  • Netscape Navigator 7.2 and above.
  • Firefox 1.0 and other Mozilla-based browsers.
  • Pop-up blockers disabled.
  • Small fonts required.
  • Macintosh® computers, and Unix® operating systems are not supported for these tutorials.

System requirements for Flash-based tutorials: