Set Options and Customize Keyboard Shortcuts

On the General tab

• Click Admin.
• Or, under Admin Options, click Preferences.

On the General tab, under Admin Options, click Preferences.

At the Preferences screen, click General Options.

• Save changes on this screen for the current session only.
• When you log off, the system restores your previous default settings.

• Save changes on this screen for the current session and future sessions.
• The new settings remain in effect until you change them.

• Restore original Connexion settings for options on this screen.
• Reverse any changes you made during the current session or in previous sessions.

• Reverse any changes you made since you accessed this screen during the current session.
• Your previously saved settings remain in effect.

On the Interface Customization screen, find the section labeled Select Service Tabs for Navigation Bar.

• This section lists all Connexion services available to you based on your authorization and on your subscriptions to additional services.
• A check box appears before each service name.

Default setting: All available services are selected (check marks appear in all check boxes).

Show or hide tabs for services

• Show a hidden tab. Click the empty check box in front of the service name. A check mark appears in the box.
• Hide a visible tab. Click the check box in front of the service name. The check mark disappears.

Save changes as default or use for current session only.

On the Interface Customization screen, find the section labeled Select Service Tabs for Navigation Bar.

To select specific options, Options lists, or buttons to show or hide on a tab, in the list of service tabs,

The system displays a screen that lists available options and lets you specify exactly which options appear on the tab.

Note: Service name not hyperlinked If a service name is not hyperlinked, option selection is not yet available for that service tab.

Scroll Bar

On the Interface Customization screen, find the section labeled Scroll Bar on Navigation Bar.

Select the appropriate option button.

• Click Display If Needed to add a horizontal scroll bar to the navigation bar only if required due to changes in screen size or resolution.
• Click Always Display to provide a horizontal scroll bar at all times.

Default setting: Display If Needed.

Note: Adding a scroll bar removes the More tab from the navigation bar.

Save changes as default or use for current session only.

Large tab images and text

On the Interface Customization screen, find the section labeled Size of Tab Images and Text in Navigation Bar.

Select the appropriate option button.

• Click Large Tab Images to use tabs and text larger than those the system automatically provides.
• Click Standard Tab Images to use standard tab and text sizes for your screen resolution.

Default setting: Default Tab Images. The system automatically sizes the navigation bar based on screen resolution.

Save changes as default or use for current session only.

On the Interface Customization screen, find the section labeled Show or Hide Go Button.

Select the appropriate option button.

• Click Show to add a Go button to the right of the Options lists on the active tab.
• Click Hide to display the Options lists without a Go button.

Default setting: Hide. Go button does not appear on the navigation bar.

Save changes as default or use for current session only.

Search Options

<Alt><!>

Browse Options

Not on Express tab

Or

Admin Options on General tab

<Alt><@>

Create Options

Not on Express tab

<Alt><#>

Show Options

Not on Express tab

<Alt><$>

Other Options

Express tab only

<Alt><%>

On the Interface Customization screen, find the section labeled Show or Hide OK/Cancel Messages.

For Final Actions and Editing Actions, select the appropriate option button.

• Click Yes to have Connexion prompt you to approve or cancel before executing requested actions.
• Click No to have Connexion execute requested actions without prompting you for an OK or Cancel response.

• Final actions included:
  • Produce and Update Holdings
  • Replace and Update Holdings
  • Replace Record (bibliographic records only)
  • Submit to Nat'l Review File
  • Update holdings

• Editing actions included:
  • Cancel Changes
  • Control All Headings and DDC
  • Derive New Constant Data Record
  • Derive New Record
  • Lock Master Record
  • Release Record Lock
  • Set as Default Constant Data
  • Unedit Record

Default setting: Yes for both options. Before executing final actions and editing actions, Connexion prompts you to respond with OK to proceed or Cancel to cancel the action.

Save changes as default or use for current session only.

On the Interface Customization screen, find the section labeled Show or Hide Logoff Warning.

Select the appropriate option button.

• Click Show to have the system warn you, before ending your session, that records remain open in edit mode.
• Click Hide to prevent the system from displaying the logoff warning for records in edit mode.

Default setting: Hide. The system ends the session immediately. The system does not check for active records. No warning screen appears.

Save changes as default or use for current session only.

On the Interface Customization screen, find the section labeled Show or Hide Quick Tips.

Select the appropriate option button.

• Click Show to see all available tips on all Connexion screens.
• Click Hide to hide all tips on all Connexion screens.

Default setting: Show. Any available tips appear on all Connexion screens.

Save changes as default or use for current session only.

On the Interface Customization screen, find the section labeled Diacritics and Special Characters in Edit View.

Select the appropriate option button.

• Click Display Diacritic or Character to see the correct typographic forms of diacritics and special characters.
• Click Display Bar Syntax to view the bar syntax representations for diacritics and special characters in the ALA character set.

Default setting: Display Diacritic or Character.

Save changes as default or use for current session only.

On the Interface Customization screen, find the section labeled Session Timer Options.

Specify minutes of inactivity before automatic logoff.

Default setting: 40 minutes. The system automatically ends a session after 40 minutes of inactivity.

Note: Not for Dewey-only sessions.

The option to shorten the inactivity timeout is not available for Dewey Services-only sessions. It is not needed because Dewey-only sessions do not incur access and user support fees or count against simultaneous-session limits.

Display of countdown timer

At the option labeled Inactivity Countdown Timer, select the appropriate option button.

• Click Display in Header Bar to place the digital countdown timer on the header bar above the navigation bar.
• Click Display in Status Bar to place the digital countdown timer on the status bar at the bottom border of the browser window.
• Click Hide to hide the digital countdown timer.

Default setting: Display in Status Bar. The countdown timer appears on the status bar at the bottom border of the browser window.

Timeout warning

At the option labeled Timeout Warning, set the following items:

Specify when to display a timeout warning.

Control whether, and where, the timeout warning appears.

Select the appropriate option button.

• Click Do Not Display to turn off the timeout warning.
• Click Display in Navigation Bar Area to have the system present a timeout warning message in the navigation bar.
• Click Display in Popup Window to have the system display a timeout warning message in a separate window on top of other open windows.

  Default setting: Display in Navigation Bar Area. The timeout warning appears in the navigation bar.

Specify what happens when session timeout occurs.

At the option labeled When Timer Expires, select the appropriate option button.

• Click Display Logoff Screen to have the system display the logoff screen that lists the time you logged on, the time you logged off, and the duration of your session. At the bottom of the logoff screen is a link to the logon screen, so that you can log on again conveniently.
• Click Keep Current Display to have the system end the session at the screen you last used. This can help you resume work efficiently. However, if you select this option, you will not see the logoff screen that reports your session duration.

Note: The system cannot retain the current display after logoff if you specify a timeout interval under 40 minutes (when the server ends an inactive session). To end a session after a shorter inactive period, the system uses a logoff command, which always displays the logoff screen.

Save changes as default or use for current session only.

Automatic logoff option

On the Interface Customization screen, find the section labeled Automatic Session Logoff on Browser Close.

Keep the default setting

• On - Use default method for your browser. With the default setting selected, your Connexion session is logged off automatically when you close your browser.
• After automatic logoff, you incur no access and support charges for the session, and the session does not count against simultaneous logon limits if you subscribe to Flat Fee Internet access or Dedicated TCP/IP access.

Change setting

OCLC recommends that you use the default setting unless you are advised to change it by Customer Support staff.

• Select Off - Do not log off when browser window is closed if you do not want your Connexion session logged off automatically when you close the browser.
• Select Always use session monitor window if your session remains active after you close the browser window, indicating that the default automatic logoff method does not work for your browser. With this option, a small session monitor window opens in the background when you log on. The window detects when you close the main browser window, resulting in automatic logoff.

Save changes as default or use for current session only.

On the Interface Customization screen, find the section labeled Background Color.

Select the appropriate option button.

• Click Light Blue to use a light blue background on Connexion screens.
• Click White to use the default white background.

Default setting: White.

Save changes as default or use for current session only.

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.

Add Record

<Alt><K> and then <N>

Alternate Produce and Update

<Alt><K> and then <1>

Apply CD By Name

<Alt><K> and then <5>

Apply CD From List

<Alt><K> and then <6>

Apply Default CD

<Alt><K> and then <C>

Back to Editing

<Alt><K> and then <L>

Cancel Changes

<Alt><K> and then <2>

Control All Headings and DDC

<Alt><K> and then <K>

Create Local Holdings

<Alt><K> and then <+> (plus sign)

DC HTML Preview

<Alt><K> and then <%> (<Shift><5>)

DC RDF Preview

<Alt><K> and then <^> (<Shift><6>)

DC Template

<Alt><K> and then <$> (<Shift><3>)

DC Text Area

<Alt><K> and then <&> (<Shift><7>)

Delete Constant Data Record

<Alt><K> and then <X>

Delete All Local Holdings

<Alt><K> and then <-> (hyphen)

Delete Holdings

<Alt><K> and then <9>

Delete Local Holdings

<Alt><K> and then <X>

Delete Save File Record

<Alt><K> and then <X>

Derive New Constant Data Record

<Alt><K> and then <4>

Derive New Record

<Alt><K> and then <D>

Display Constant Data Record

<Alt><K> and then <T>

Display Find in a Library

<Alt><K> and then <8>

Display Local Holdings

<Alt><K> and then <\> (backslash)

Display Holdings

<Alt><K> and then <H>

Display Record

<Alt><K> and then <T>

Edit Constant Data record

<Alt><K> and then <L>

Edit Local Holdings

<Alt><K> and then <_> (underscore)

Edit Record

<Alt><K> and then <L>

Export Record in DC HTML

<Alt><K> and then <*> (<Shift><8>)

Export Record in DC RDF

<Alt><K> and then <(> (<Shift><9>)

Export Record in MARC

<Alt><K> and then <E>

Flag Record

<Alt><K> and then <F>

Lock Master Record

<Alt><K> and then <M>

MARC Template

<Alt><K> and then <[>

MARC Text Area

<Alt><K> and then <]>

Mark For Export

<Alt><K> and then <J>

Mark For Label

<Alt><K> and then <3>

Print Record

<Alt><K> and then <I>

Produce and Update Holdings

<Alt><K> and then <P>

Recall Submitted Record

<Alt><K> and then <<> (left angle bracket)

Reformat Record

<Alt><K> and then <R>

Release Record Lock

<Alt><K> and then <W>

Replace and Update Holdings

<Alt><K> and then <N>

Replace Record

<Alt><K> and then <A>

Report Error

<Alt><K> and then <7>

Save Constant Data Record

<Alt><K> and then <S>

Save Record

<Alt><K> and then <S>

Set as Default Constant Data

<Alt><K> and then <G>

Show Command Lists (when Command Shortcuts box is visible)

<Alt><J>

Or

<Alt><K> and then <B>

Show/Hide Command Scrollbar

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

Show Command Shortcuts (when Edit, Action, and View lists are visible)

<Alt><K>

Show/Hide Functions List

<Alt><Y>

Or

<Alt><K> and then <=>

Show/Hide Quick Search

<Alt><Q>

or

<Alt><K> and then <Q>

Submit for Review

<Alt><K> and then <>> (right angle bracket)

Unedit Record

<Alt><K> and then <Z>

Unflag Record

<Alt><K> and then <F>

Update Holdings

<Alt><K> and then <U>

Validate Record

<Alt><K> and then <V>

View Authority History Record(s)

<Alt><K> and then <H>

View Authority Record

<Alt><K> and then <A>

View Label in Label Program

<Alt><K> and then <Y>

View Group Summary

<Alt><K> and then <G>

On the General tab, under Admin Options, click Preferences.

At the Preferences screen, click General Options.

On the General Options screen, click Keystroke Shortcut Options.

The Keystroke Shortcut Options screen appears.

To change the action assigned to a keystroke,

Find the key combination you want to use in the list of default keystrokes.

Open the list of available actions.

Click the action you want to assign to the keystroke.

Review the modified key assignments.

Make sure you have not assigned the same action to more than one key combination.

Save changes as default or use for current session only.

• Click Save My Default or Save for Session.

Replace Record

<Ctrl><Shift><A>

Apply Default CD

<Ctrl><Shift><C>

Derive New Record

<Ctrl><Shift><D>

Export Record in MARC

<Ctrl><Shift><E>

Flag Record

<Ctrl><Shift><F>

Set as Default Constant Data

<Ctrl><Shift><G>

Display Holdings

<Ctrl><Shift><H>

Control All Headings and DDC

<Ctrl><Shift><K>

Edit Record

<Ctrl><Shift><L>

Lock Master Record

<Ctrl><Shift><M>

Produce and Update Holdings

<Ctrl><Shift><P>

Release Record Lock

<Ctrl><Shift><Q>

Reformat Record

<Ctrl><Shift><R>

Save Record

<Ctrl><Shift><S>

Update Holdings

<Ctrl><Shift><U>

Validate Record

<Ctrl><Shift><V>

Delete Save File Record

<Ctrl><Shift><X>

Unedit Record

<Ctrl><Shift><Z>

Search WorldCat

<Ctrl><Shift><W>

Search Bibliographic Save File

<Ctrl><Shift><T>

Search Authority File

<Ctrl><Shift><J>

Search Authority Save File

<Ctrl><Shift><O>

Browse WorldCat

<Ctrl><Shift><B>

Browse Authority File

<Ctrl><J>

View WorldCat Search History

<Alt><=> (Alt + equal sign)

WorldCat Group Results

<Ctrl><0>

WorldCat Search Results

<Ctrl><1>

Bibliographic Save File Search Results

<Ctrl><3>

Bibliographic Constant Data Search Results

<Ctrl><4>

WorldCat Browse Results

<Ctrl><6>

Bibliographic Review File Search Results

<Ctrl><7>

Local Holdings Group Summary

<Ctrl><8>

Local Holdings Institution Summary

<Ctrl><9>

Local Holdings Constant Data Search Results

<Ctrl><-> (hyphen)

Authority File Search Results

<Ctrl><Shift><0>

Authority Save File Search Results

<Ctrl><Shift><1>

Authority Constant Data Search Results

<Ctrl><Shift><3>

Authority File Browse Results

<Ctrl><Shift><4>

Authority Review File Search Results

<Ctrl><Shift><7>

Show Active Records

<Ctrl><Shift><9>

Search Dewey User Notes

<Ctrl><Shift><[> (left square bracket)

Search Abridged Dewey User Notes

<Ctrl><Shift><]> (right square bracket)

Show/Hide WorldCat Quick Search

(Record Views and Search Results)

<Alt><Q>

Move to WorldCat Quick Search

(Record Views and Search Results)

<Alt><.> (Alt + period)

Show/Hide Record Viewing Buttons

(Search results for specific databases only)

<Alt><Y>

Start a new Dewey-Only session from a cataloging session

<Alt><N>

Start new cataloging session from a Dewey-Only session

<Alt><N>

Header bar -- select an action

Home

<Alt><O>

Help

<Alt><H>

Contact (Support)

<Alt><S>

Diacritics

<Alt><,> (comma)

Logoff

<Alt><L>

Tabs -- select a tab (if it is visible on screen)

Cataloging

<Alt><C>

Authorities

<Alt><A>

Pathfinders

<Alt><P>

Express

<Alt><E>

Dewey Services

<Alt><D>

Digital Archive

<Alt><I>

General

<Alt><G>

More

<Alt><M>

Buttons -- select a button (on active tab)

Search

Or

News on General tab

<Alt><1>

Browse

Or

Admin on General tab

<Alt><2>

Create

Or

Documentation on General tab

<Alt><3>

Show

<Alt><4>

Options lists -- select list (on active tab)

Go button off. If you did not add a Go button to the navigation bar,

• Press the shortcut key for the Options list.
• Then press <down-arrow> once to select first item on the list.

Go button on. If you added a Go button to the navigation bar,

• Press the shortcut key for the Options list.
• Then press <down-arrow> to select an option.
• Then press <Enter> to take action (if you have not moved the cursor from the Options list).
• Or press <Alt><8> to take action (if you moved the cursor to a position in the lower frame of the screen).

Search Options

<Alt><!>

Browse Options

Or

Admin Options on General tab

<Alt><@>

Create Options

<Alt><#>

Show Options

<Alt><$>

Other Options

Express tab only

Bypass navigation bar

Note: This function is included to facilitate use of screen-reading software.

Skip links on header bar and tabs; move to end of navigation bar.

Press <Tab> to move to first field or list on current screen.

<Ctrl><K>

Or

<Alt><F9>

Switch between navigation bar and main frame (record or dialog box)

Move from navigation bar to record/dialog frame

Or move to navigation bar from record/dialog frame

<Ctrl><Shift><Tab> (Internet Explorer)

Or

<Ctrl><Tab> (Netscape 6)

Enter diacritics or special characters using a popup character chart window

<F7>

List all keystrokes

<Shift><F7>

Enter MARC subfield delimiter ($)

<F8>

Print bibliographic or authority record

<F12>

Download Export Files screen

<Ctrl><[> (left square bracket)

Download Label Files screen

<Ctrl><]> (right square bracket)

Show Command Lists (Edit, Action, and View lists)

<Alt><J>

Show Command Shortcuts (alphabetical list of available commands and shortcuts, above record view)

<Alt><K>

Show or hide Dewey Services work area

<Alt><W>

Move cursor to Dewey Services work area

<Alt><.> (period)

Open Dewey work area dialog box

<Alt><Shift><.> (period)

Show Dewey Tables

(Dewey Services tab only)

<Ctrl><[> (left square bracket)

Show Abridged Dewey Tables

(Dewey Services tab only)

<Ctrl><]> (right square bracket)

Search OPAC for Dewey Number (Dewey Services tab only)

<Alt></> (slash)

Move between first fixed-field element and first variable field (bibliographic and authority records)

<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 (bibliographic or authority records in template editing views)

<Alt><Y>

Go to the Active Records screen

<Ctrl><Shift><9>

• On the Keystroke Shortcut Options screen, click Print.

  Or

• From any Connexion screen, press <Shift><F7>.

The Keystroke Shortcuts List window opens.

In the Keystroke Shortcuts List window,

• Click Print or press <Ctrl><P>.

• Name, Email, and Phone. For an individual account, supply information that support staff can use to contact you. For a shared account, provide information for one user.
• Current Password. Type the password you used when you logged on.
• Note: Password is required to save changes.

When finished, click Update.

The information you supply is retained until you change it.

Your OCLC Cataloging Service authorization number.

Your library's OCLC symbol.

Used to associate your library with records that you add to a database or modify.

The classification scheme associated with your authorization number.

Unique mnemonic code that identifies a library in the MARC Code List for Organizations. Also known as a National Union Catalog (NUC) symbol.

The Library of Congress maintains the code list and assigns codes to libraries.

Required for participate in NACO and other cooperative programs.

Your authorization level for WorldCat and the online bibliographic ave file.

Defines actions you can take on bibliographic records.

Indicates that your institution is profiled as a contributor and user of institution records, and that your authorization includes IR capabilities.

Yes. You can create, add, edit, replace, and take other actions on institution records contributed by your library.

If this item is not shown, you can view, export, or print IR or derive a new master or constant data record from an IR. You cannot create, edit, or take other actions on IRs.

Indicates that your institution is profiled as a contributor and user of SCIPIO records, and that your authorization includes SCIPIO capabilities.

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

If the item is not show, you have read-only access to SCIPIO records.

Your authorization level for creating and using pathfinders.

Your authorization level for working with records in the Authority File, the online authorities save file, and the Authority History database.

Your authorization level for local holdings maintenance activities.

Defines your privileges for retrieving, editing, creating, and deleting local holdings records.

Your authorization level for using the WebDewey service (if you subscribe to the service).

Your authorization level for using the Abridged WebDewey service (if you subscribe to the service).

Your authorization level for using the WorldCat Selection service (if you subscribe to the service). Levels are: Selector, Acquisitions, and Administrator.

Your authorization level for retrieving and/or using records in the Hand Press Book database. The database is separate from WorldCat and is accessible by institutions that belong to the Consortium of European Research Libraries (CERL). If you are not authorized to access the database, this item does not appear in User Information.

Your name (first name, last name, initial or middle name if desired).

Support staff use the supplied name when contacting you.

Your current e-mail address.

Enter the address that support staff can use to contact you.

Your phone number.

Enter the complete number, including the area code, that support staff can use to contact you.

Password for your authorization number.

Required for update. You must enter your password to update the displayed contact information: Name, E-mail address, or phone number.

Identifier for your current session.

Identifies the environment in which you are using the system.

Production indicates the current release of the system accessible to all authorized users.

Other system names may appear when you use a special-purpose environment, for example, during training.

Numerical address from which you are connected to the system for the current session.

Product name of the browser software you are using for the current session.

Version number of the browser software you are using for the current session.

On the General tab, click Admin.

At the Preferences screen, click Cataloging Options.

Return to the previous screen.

Save changes on this screen for the current session only.

When you log off, the system restores your previous default settings.

Save changes on this screen for the current session and future sessions.

The new settings remain in effect until you change them.

Restore original Connexion settings for options on this screen.

Reverse any changes you made during the current session or in previous sessions.

Reverse any changes you made since you accessed this screen during the current session.

Your previously saved settings remain in effect.

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

1. Click an option button to select MARC Template or MARC Text Area or DC Template or DC Text Area.
2. Click Save My Default or Save for Session.

Default setting: MARC Template (for all views)

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.

1. Click an option button to select Display Mode or Edit Mode or Master Edit Mode.
2. Click Save My Default or Save for Session.

Default setting: Edit Mode.

1. Click an option button to select Display Mode or Edit Mode.
2. Click Save My Default or Save for Session.

Default setting: Edit Mode.

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

View the record status codes at the top or bottom of the bibliographic record.

Click to select one of the option buttons: Top or Bottom.

Default setting: Bottom.

Click Save My Default or Save for Session.

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.

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.

At the Cataloging Options screen, locate the item Reviewer Institutions.

In the text box, type 1 or more OCLC symbols for institutions whose staff may access records you submit for review.

Separate multiple symbols with semicolons. The system ignores spaces before or after the semicolons.

You can enter institution symbols in uppercase or lowercase. The system stores them in uppercase.

Examples:ABC;DEF;XYZ or ABC; DEF; XYZ or abc;def;xyz

Save the list of reviewer institutions as the default for future sessions or use the list for the current session only.

Click Save My Default or Save for Session.

Note: Symbols not verified

Institution symbols specified in the Reviewer Institutions option are not checked when you save the settings on the Options screen.

The system checks institution symbols for reviewers only when you submit a record for review.

Select variable fields to transfer

• To transfer a field or a field group to a derived bibliographic record or bibliographic constant data 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: The MARC tag groups 1xx through 8xx are selected. Other check boxes are cleared.

Click Save My Default or Save for Session.

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.

My Status for Saved Bibliographic Records

In the text box, type a note or identifier (up to 40 characters) you want to apply when saving a bibliographic record.

Default setting: Text box empty. No default My Status applied.

My Status for Constant Data Records

In the text box, type a note or identifier (up to 40 characters) you want to apply when saving a newly created constant data record.

Default setting: Text box empty. No default My Status applied.

Click Save My Default or Save for Session.

Click an option button to specify the number of records per screen.

Select 10 Records or 25 Records or 100 Records.

Default setting: 100 Records.

Click Save My Default or Save for Session.

View Web Page options.

Indicate how you want to view a web page associated with a bibliographic record.

Click to select one of the option buttons:

• Lower Frame to see the web page in a frame below the frame that contains the record.
• Separate Browser to open a separate browser window to display the web page.
• Do Not View Web Pages Automatically to view the record only.

Default setting: Do Not Automatically View Web Pages.

Click Save My Default or Save for Session.

On the Cataloging Options screen, locate the Show Cited OCLC Control Numbers as Links setting.

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.

Default setting: Show as Live Link.

Click Save My Default or Save for Session.

Fixed Field Label Linking Options.

Indicate whether you want labels for fixed-field elements linked to appropriate sections in the online version of OCLC Bibliographic Formats and Standards.

Click to select one of the option buttons:

• Inactive to remove the Help links from element labels. Press <Tab> or <Shift><Tab> once to move between fixed-field elements while editing.
• Active to retain the Help links. Press <Tab> or <Shift><Tab> twice to move between fixed-field elements while editing.

Default setting: Active. Element labels are linked to relevant information.

Click Save My Default or Save for Session.

Label Format.

Specify the label format to use for viewing and printing a single label set for a bibliographic record.

Default setting: SL4.

Click to select one of the option buttons:

• SL4
• SL6
• SLB
• SP1

Click Save My Default or Save for Session.

Optional. Specify a file name for downloaded label files.

• On the Cataloging Options screen, under Label File Name, type the file name and extension in the File Name text box.
• Or keep the default file name, Label.svs.

• Name specified. When you download a label file from the Download Label Files screen, the system automatically supplies the specified file name and extension.
• Default name. If you do not specify a file name, the system supplies the default name, Label.svs.
• Change name or extension during downloading. If necessary, you can change the supplied file name before saving the file.

Optional. Specify the type of label file to use.

On the Cataloging Options screen, under Label File Type, select Institution (default setting) or Individual.

Note. This setting determines how records accumulate in each file.

If you select:

• Institution label file (default setting). Connexion creates label files that contain labels created by anyone logged on with an authorization number linked to your library's OCLC symbol.
• Individual label file. Connexion creates label files that contain labels created by a user logged on with a specific authorization number.

On the Cataloging Options screen, under Mark for Label and Save Record,

• Select On or Off.

  Or

• Keep the original default setting, Off.

• On. If you select On, Connexion saves each bibliographic record that you mark for labels.
• Off. (default setting) If you select Off, Connexion does not automatically save bibliographic records marked for labels.

Click an option button to specify the appearance of the list of indexed fields. For most users, the default setting works best. However, if you use Internet Explorer, you can select any of the three On options.

Or select Off to hide field details.

Default setting:On - Show using optimized screen tips

Note: Netscape/Mozilla users should keep the default setting or select Off.

Click Save My Default or Save for Session.

Click an option button to specify the number of records per screen.

Select one of the On options to view the field details and choose how the popup appears.

Or select Off to prevent display of the field details.

Default setting: On - Show using optimized screen tips.

Click Save My Default or Save for Session.

• 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).

On the General tab, click Admin.

At the Preferences screen, click Local Holdings Options.

My Status for LH Constant Data Records

In the text box, type a note or identifier (up to 40 characters) you want to apply when saving a newly created LH constant data record.

Default setting: Text box empty. No default My Status applied.

Click Save My Default or Save for Session.

Return to the previous screen.

Save changes on this screen for the current session only.

When you log off, the system restores your previous default settings.

Save changes on this screen for the current session and future sessions.

The new settings remain in effect until you change them.

Restore original Connexion settings for options on this screen.

Reverse any changes you made during the current session or in previous sessions.

Reverse any changes you made since you accessed this screen during the current session.

Your previously saved settings remain in effect.

On the General tab, under Admin Options, click Preferences.

At the Preferences screen, click General Options.

On the Interface Customization screen, find the section labeled Select Service Tabs for Navigation Bar.

In the list of service tabs, click Cataloging.

On the Cataloging Tab Options screen, find the check box labeled Browse Options.

Clear the check box to remove the Browse button and the Browse Options list from the Cataloging tab.

Select the check box to restore the Browse button and Browse Options list on the Cataloging tab.

Default setting: the Browse Options check box is selected (check mark in box). Browse button and Browse Options list appear on the Cataloging tab.

Save changes as default or use for current session only.

• Click Save My Default or Save for Session.

On the Cataloging Tab Options screen, find the check box for the specific option or Options list you want to show or hide.

Clear the check box to remove any option or Options list (and related button) from the Cataloging tab.

Select the check box to restore any option or Options list (and related button) on the Cataloging tab.

Default setting: All check boxes selected. All available Options lists, buttons, and options appear on the Cataloging tab.

Save changes as default or use for current session only.

• Click Save My Default or Save for Session.

• Return to the previous screen.

• Save changes on this screen for the current session only.
• When you log off, the system restores your previous default settings.

• Save changes on this screen for the current session and future sessions.
• The new settings remain in effect until you change them.

• Restore original Connexion settings for options on this screen.
• Reverse any changes you made during the current session or in previous sessions.

• Reverse any changes you made since you accessed this screen during the current session.
• Your previously saved settings remain in effect.

On the General tab, click Admin.

At the Preferences screen, click Authority Options.

• Return to the previous screen.

• Save changes on this screen for the current session only.
• When you log off, the system restores your previous default settings.

• Save changes on this screen for the current session and future sessions.
• The new settings remain in effect until you change them.

• Restore original Connexion settings for options on this screen.
• Reverse any changes you made during the current session or in previous sessions.

• Reverse any changes you made since you accessed this screen during the current session.
• Your previously saved settings remain in effect.

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

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

Default setting: MARC Template (for all views)

Click Save My Default or Save for Session.

Change view while editing or creating a bibliographic record

• While editing an authority record or authority constant data record, you can switch views at any time using the View list (top right corner of screen).
• Before creating a new authority record or authority 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 or Edit Mode or Master Edit Mode.

Default setting: Display Mode.

Click Save My Default or Save for Session.

Fixed Field

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

Click to select one of the option buttons:

• Top

  Or

• Bottom

Default setting: Top.

Record Status

View the workflow status at the top or bottom of the authority record (save file records only).

Click to select one of the option buttons:

• Top

  Or

• Bottom

Default setting: Bottom.

Click Save My Default or Save for Session.

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

• None No validation for exported authority 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.

Note: When you select Basic or Full validation, each record must pass validation before Connexion completes the export action. If a record fails validation, you must correct the errors identified and then retry the export.

Click Save My Default or Save for Session.

Authority control

Indicate how you want to view results when you control a heading field in a bibliographic record.

Click to select one of the option buttons:

• View Authority Information in Lower Frame to see the results in a frame below the frame that contains the bibliographic record.
• View Authority Information in Separate Browser Window to open a separate browser window to display the results.

Default setting: View Authority Information in Lower Frame.

Click Save My Default or Save for Session.

At the Authority Options screen, locate the item Reviewer Institutions.

In the text box, type 1 or more OCLC symbols for institutions whose staff may access records you submit for review.

Separate multiple symbols with semicolons. The system ignores spaces before or after the semicolons.

You can enter institution symbols in uppercase or lowercase. The system stores them in uppercase.

Examples:ABC;DEF;XYZ or ABC; DEF; XYZ or abc;def;xyz

Click Save My Default or Save for Session.

Note: Symbols not verified

Institution symbols specified in the Reviewer Institutions option are not checked when you save the settings on the Options screen.

The system checks institution symbols for reviewers only when you submit a record for review.

On the General tab, under Admin Options, click Preferences.

At the Preferences screen, click General Options.

On the Interface Customization screen, find the section labeled Select Service Tabs for Navigation Bar.

In the list of service tabs, click Authorities.

On the Authorities Tab Options screen, find the check box for the specific option or Options list you want to show or hide.

Clear the check box to remove any option or Options list (and related button) from the Authorities tab.

Select the check box to restore any option or Options list (and related button) on the Authorities tab.

Default setting: All check boxes selected. All available Options lists, buttons, and options appear on the Authorities tab.

Save changes as default or use for current session only.

• Click Save My Default or Save for Session.

• Return to the previous screen.

• Save changes on this screen for the current session only.
• When you log off, the system restores your previous default settings.

• Save changes on this screen for the current session and future sessions.
• The new settings remain in effect until you change them.

• Restore original Connexion settings for options on this screen.
• Reverse any changes you made during the current session or in previous sessions.

• Reverse any changes you made since you accessed this screen during the current session.
• Your previously saved settings remain in effect.

On the General tab, click Admin.

At the Preferences screen, click Export Options.

Return to the previous screen.

Save changes on this screen for the current session only.

When you log off, the system restores your previous default settings.

Save changes on this screen for the current session and future sessions.

The new settings remain in effect until you change them.

Restore original Connexion settings for options on this screen.

Reverse any changes you made during the current session or in previous sessions.

Reverse any changes you made since you accessed this screen during the current session.

Your previously saved settings remain in effect.

On the Export Options screen, under Flagged Bibliographic Record Export Format,

• Select MARC or Dublin Core HTML or Dublin Core RDF.

  Or

• Keep the original default setting, None.

Format specified.

When you export flagged bibliographic records, the system uses the selected format automatically.

None (original default setting).

When you export flagged records, the system displays a screen that prompts you to select an export format.

On the Export Options screen, under Validate Exported Bibliographic and Authority Records, select the validation level for each record type.

Keep the default setting, None, or select Basic or Full.

Note: Level for exported institution records This area also lets you choose a validation level for exported bibliographic institution records
Default setting None.

• None (default setting). 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.

Note: When you choose Basic or Full validation for exported bibliographic records, Connexion changes each record's Validate status and Export status as appropriate.

Records that fail validation cannot be exported until you correct the errors identified.

On the Export Options screen, under Mark for Export and Save Record,

• Select On or Off.

  Or

• Keep the original default setting, Off.

• On. If you select On, Connexion saves each bibliographic record that you mark for export.
• Off. (default setting) If you select Off, Connexion does not automatically save bibliographic records marked for export.

Fields to Delete on Export (Optional) Specify the fields you want to remove from each bibliographic and/or authority record before exporting the record for local use.

On the Export Options screen, under Fields to Delete on Export, separate text boxes let you specify fields to remove from each record type. In either text box, type the 3-digit MARC tag numbers for the fields to delete.

Note: The setting for bibliographic records applies to both bibliographic master records and to bibliographic institution records. On export, Connexion deletes the same fields from an IR or a master record.

• To delete a single field, type the tag number in the text box.
• To delete a range of fields, type the first and last tag to be removed, separated by a hyphen.
• Separate single tags and tag ranges with commas.

Example: In the Bibliographic Records text box, type
920, 938, 945-999
to remove fields 920 and 938, and fields 945 through 999, from all exported bibliographic records.

On the Export Options screen, under Export Destination, select Export to a File.

• When you export records, the system adds the records to a file on the Connexion server.
• Until you download the file, records you export are added to the export file.
• To use the exported records, download the export file to your workstation.

Optional. Specify a file name for downloaded export files.

• On the Export Options screen, under Export File Name, type the file name and extension in the File Name text box.
• Or keep the default file name, export.dat.

• Name specified. When you download an export file from the Download Export Files screen, the system automatically supplies the specified file name and extension.
• Default name. If you do not specify a file name, the system supplies the default name, export.dat.
• Change name or extension during downloading. If necessary, you can change the supplied file name before saving the file.

Optional. Specify the type of export file to use.

On the Export Options screen, under Export File Type, select Institution (default setting) or Individual.

Note: This setting determines how records accumulate in each file. Regardless of this setting, Connexion checks for record format and creates a separate export file fore each format.

If you select:

• Institution export file (default setting). Connexion creates export files that contain records exported by anyone logged on with an authorization number linked to your library's OCLC symbol.
• Individual export file. Connexion creates export files that contain records exported by a user logged on with a specific authorization number.

On the Export Options screen, under Export Destination, select Export to a TCP/IP Connection.

When you export records, the system sends each record directly to your local system via a TCP/IP connection you specify.

Under TCP/IP Connection Options, complete both items:

• Host Name. Type either the TCP/IP name (example: lib.domain.edu) or the numeric TCP/IP address of the host computer that runs your local system.
• Port Number. Type the number of the port at your site that provides direct access to your local library system.

Firewall setup. If your local system is behind your site's firewall, complete the following steps:

1. Specify a host name/address and port number that provide access to your local system through the firewall.
2. Configure the firewall software to recognize and accept data from any numeric IP address within the following address range: 132.174.2.0/24 (all numeric addresses from 132.174.2.1 through 132.174.2.253).
3. The port range is the same for any IP address: 30000-30499.

Under TCP/IP Host Settings, select one or both of the options if required for your local system.

Default setting: both check boxes cleared, options not selected.

Permanent Connection

Select the check box

Notify Host before Disconnect

Select the check box

Under TCP/IP Timeouts and Retries, accept the default values unless your local system requires that you change the.

Timeout

Specify how long (in seconds) the system should wait for a response from your local system before abandoning the attempt to connect.

Retries

Specify the number of times the system should retry to connect to your local system after a failed attempt.

Delay

Specify how long (in seconds) the system should wait after connecting to the local system before transmitting data to the local system.

Under TCP/IP Local System User Information,

• Supply the information your local system requires for authentication (Logon ID, Password, and/or User ID).
• Select the appropriate check box(es) to have the system send the information you supplied when requesting access to your local system.

• IP address or IP name for the local system host.
• IP address. Internet Protocol address. Also referred to as the Internet address. A unique address for a machine in a TCP/IP network. It is a 32-bit address comprising four 8-bit segments, each separated by a period (.). Each 8-bit segment is a number from 0 to 255.
• IP name. Internet Protocol name. A unique name for a machine in a TCP/IP network that you can use in place of the machine's IP address. It comprises at least two segments, each separated by a period (.).

• Port number on the host to which you want to export records.
• TCP/IP port. A TCP/IP software channel through which other machines on a TCP/IP network communicate with a TCP/IP host for specified services.

Firewalls

If your site uses a firewall to isolate internal systems from the Internet, the port number for export to your local system must provide a path through the firewall, directly to your local system.

If your local system disconnects you after each export, select this check box to stay connected.

• If your local system requires that you notify it before you disconnect, select this check box.
• When this box is selected, the system sends a notification message to your local system before disconnecting.

• Specify the number of seconds to wait for local system response. There is no upper limit.
• When the specified time expires, the system considers the export to have failed and closes the TCP/IP export destination.

• Specify the number of times to retry connecting to the local system if the first try fails.
• There is no upper limit.

• Specify the number of seconds to wait after connecting to the local system before transmitting data to the local system.
• There is no upper limit.

• Select this check box to send the logon ID and password before each export to the local system.
• Enable this setting only if your local system vendor specifies it.

If your local system requires a logon ID before each export, type the local system logon ID in this text box.

If your local system requires a password for authorization, type the password in this text box.

Select this check box to send the user ID before each record exported to your local system.

If required for your local system to process the export, type ID of the user authorized to export records.

1. On the General tab, under Admin Options, click Preferences.
2. On the Preferences screen, click Pathfinder Option.

Pathfinder views.

Under Pathfinder Record View, Pathfinder Save File Record View, and Pathfinder Constant Data Record View, select the view you want to use for editing pathfinders.

• Click to select the option button for your preferred view (Linear or Outline). While editing a pathfinder, you can switch views at any time.

Default setting: Linear.

Pathfinder Options display

Under Pathfinder Options view, choose which pathfinder options to hide (collapse) or show (expand) when you create a new pathfinder or begin editing a pathfinder.

Options

• Available in the Pathfinder Header and/or in Header elements.
• Determine what information appears (in the entire pathfinder or in the part subordinate to the header), how the content is formatted, and how users navigate to or from that specific header.

Default setting: All option groups are expanded.

You can

• Hide (collapse) all Options groups. Select the option button labeled Collapse Options.
• Show (expand) all Options groups. Select the option button labeled Expand Options.
• Show (expand) selected Options group(s). Select the option button for each group you want to show (expand). Clear the option button for each group you want to hide (collapse).

Note: You can expand or collapse option groups at any time while editing a pathfinder. Your settings control initial display, not availability, of pathfinder options.

Pathfinder Outline View.

• Customize the pathfinder outline view by selecting a horizontal or vertical screen split and specifying relative frame sizes.

Default settings: horizontal screen split with top frame size of 65%.

Change default or change for current session

• To use the settings for the current session only, at the top or bottom of the Pathfinder Options screen, click Save For Session.

  Or

• To use the settings for future sessions, click Save My Default.

• Return to the previous screen.

• Save changes on this screen for the current session only.
• When you log off, the system restores your previous default settings.

• Save changes on this screen for the current session and future sessions.
• The new settings remain in effect until you change them.

• Restore original Connexion settings for options on this screen.
• Reverse any changes you made during the current session or in previous sessions.

• Reverse any changes you made since you accessed this screen during the current session.
• Your previously saved settings remain in effect.

Go to the Dewey Services Options screen

1. On the General tab, click Admin.
2. At the Preferences screen, click Dewey Services Options.

Specify display of the DDC hierarchy and segmentation information in DDC records

On the Dewey Services Options screen, under DDC Record Options, select Show or Hide for each item:

• Hierarchy. Show or hide the list of broader classes and one narrower class associated with a DDC class number.
• Segmentation Instructions (not available for Abridged WebDewey). Show or hide the hyperlink to segmentation instructions for the DDC number (if applicable).
• Segmentation Numbers (not available for Abridged WebDewey). Show or hide a segmented version of the DDC number (if applicable).

Default setting: Show all record elements.

Specify display of the Work Area box in DDC records, results lists, and user notes

On the Dewey Services Options screen, under DDC Record Options, select Show or Hide for the Work Area item:

• Select Show, the default setting, to display the Work Area box in all appropriate screens. With the Work Area on, you can hide or show the Work Area box as needed by pressing <Alt><W>.
• Select Hide to remove the Work Area box from Dewey Services screens. With the Work Area off, you cannot use <Alt><W> to show the Work Area box.

Default setting: Show the Work Area box.

Specify display of user notes and related functions

On the Dewey Services Options screen, under User Notes Options, set the following items:

Display of user notes in DDC records

• Under User Notes in a WebDewey Record, select Show User Notes or Hide User Notes.
• Determines whether associated user notes appear within DDC records. If shown, user notes follow the Notes area that contains notes included in the DDC record. If the DDC record has no Notes area, user notes follow the hierarchy.
• Default setting: Show User Notes.

Show institution or personal notes (requires site license)

• Under Show User Notes, select Institution or Personal or both.
• Determines which user notes appear in DDC records.
• Default setting: Show both institution notes and personal notes.

Default type of note to create (requires site license)

• Under Default Type of Note, select Institution or Personal.
• When you create a user note, the specified type is selected in the blank note workform. You can change the type if appropriate.
• Default setting: Personal.

Set up link to library OPAC for automatic Dewey number searching

Allows you to send a DDC number search to a local catalog from within WebDewey or Abridged WebDewey.

Under OPAC Options, specify the URL required to perform a call number search in one or two local library catalog(s).

1. In the first input box, type the complete URL for searching the call number index in the Web-accessible catalog you want to make the default for automatic searching.
2. Optional Use the second input box to specify the URL for call number searching in an alternative local catalog.
3. Designate the default local catalog for OPAC searching. Select one of the buttons to the left of the input boxes.
4. Test each link from the Options screen. In the DDC# box, type a Dewey number. Use a number you expect to find in the target catalog. Then click the Test button.
5. Successful link. If the test search is successful, click Save My Default (at the top or bottom of the screen) to complete setup.

   Unsuccessful link. If the test fails, check the URL for errors. For troubleshooting help, click More details in the Quick Tip next to the OPAC Options. You may also need to consult your system administrator for assistance. Be sure to retest the URL each time you modify it, and to click Save My Default when finished.

Once you set up the link to your OPAC:

• The Schedule record screen includes a button labeled OPAC (next to the Browse button). Click the button (or press <Alt></>) to search for the DDC number in your local catalog.
• The No Records Found screen includes a button labeled Search OPAC for Dewey Number. Click the button (or press <Alt></>) to retry the unsuccessful DDC number search in your local catalog. Example: Your catalog may contain a built number not available in Dewey Services.

Problems with popup blockers

• Software that blocks display of popup advertisements from Web sites can interfere with OPAC searching from within Dewey Services. OPAC search results appear in a new browser window, which the popup blocker prevents from opening.
• For best results while using Dewey Services (or any part of Connexion browser), turn off popup blocking software.
• If you prefer to keep a popup blocker active, configure the software to allow popup windows from the domain oclc.org and from the URL used to link to your local library catalog.
• For more information, click More details in the Quick Tip next to the OPAC Options.

Specify start page for new session: Dewey-only or cataloging

Under New Session Options, set the following items:

• Dewey-Only Session Start Page Select the screen you want displayed immediately after you start a new Dewey-only session from a cataloging session.
  • Choices (available options determined by your subscription): Search WebDewey, Browse WebDewey, Search Abridged WebDewey, and Browse Abridged WebDewey.
  • Default setting: Search WebDewey (Search Abridged WebDewey if you subscribe to Abridged Webdewey only).
• Cataloging Session Start Page Select the screen you want displayed immediately after you start a new cataloging session from a Dewey-only session.
  • Choices: Search WorldCat, Browse WorldCat, Search Authorities, and Browse Authorities.
  • Default setting: Search WorldCat.

Change default or change for current session

• To use the settings for the current session only, at the top or bottom of the Dewey Services Options screen, click Save for Session.

  Or

• To use the settings for future sessions, click Save My Default.

• Return to the previous screen.

• Save changes on this screen for the current session only.
• When you log off, the system restores your previous default settings.

• Save changes on this screen for the current session and future sessions.
• The new settings remain in effect until you change them.

• Restore original Connexion settings for options on this screen.
• Reverse any changes you made during the current session or in previous sessions.

• Reverse any changes you made since you accessed this screen during the current session.
• Your previously saved settings remain in effect.

Default Dewey-Only session

If you designate your default authorization as Dewey-Only (in Local Browser Settings), the system automatically displays the Dewey-only logon screen.

1. Enter authorization and password:
   • Default authorization and password. Use the displayed authorization. Type the password if not already supplied.
   • Multiple saved authorizations. Select a saved authorization from the list. Type the password if not already supplied.
   • Or type an authorization number and password.
2. Click Logon to Dewey-Only Session or press <Enter>.

Result

• The system starts a Dewey-Only session and displays the Connexion home screen.

From Connexion cataloging logon screen

1. Under Related Links, click Dewey-Only Session.
2. Enter authorization and password:
   • Default authorization and password. Use the displayed authorization. Type the password if not already supplied.
   • Multiple saved authorizations. Select a saved authorization from the list. Type the password if not already supplied.
   • Or type an authorization number and password.
3. Click Logon to Dewey-Only Session or press <Enter>.

Result

• The system starts a Dewey-Only session and displays the Connexion home screen.

From Connexion cataloging session

Shortcut Key

<Alt><N>

• On the Dewey Services tab, under Show Options, click Start Dewey-Only.

  Or press <Alt><N>.

Result

The system

• Opens a new browser window for the Dewey-Only session.
• Logs you on automatically to the new session.
• Selects the Dewey Services tab and displays the screen you specified as the Dewey Session Start Page (on the Dewey Services Options screen, under New Session Options).

Specify starting screen for Dewey-Only session

• On the Dewey Services Options screen, under New Session Options, use the list labeled Dewey-Only Session Start Page to select the screen you want displayed immediately after you start a new Dewey-only session from a cataloging session.

Default setting: Search WebDewey (or Search Abridged WebDewey).

Choices (available options determined by your subscription): Search WebDewey, Browse WebDewey, Search Abridged WebDewey, and Browse Abridged WebDewey.

Default cataloging session

Unless you designate your default authorization as Dewey-Only (in Local Browser Settings), the system automatically displays the logon screen for a cataloging session.

1. Enter authorization and password:
   • Default authorization and password. Use the displayed authorization. Type the password if not already supplied.
   • Multiple saved authorizations. Select a saved authorization from the list. Type the password if not already supplied.
   • Or type an authorization number and password.
2. Click Logon or press <Enter>.

Result

• The system starts a cataloging session and displays the Connexion home screen.

From Dewey-Only logon screen

1. Under Related Links, click Cataloging Session.
2. Enter authorization and password:
   • Default authorization and password. Use the displayed authorization. Type the password if not already supplied.
   • Multiple saved authorizations. Select a saved authorization from the list. Type the password if not already supplied.
   • Or type an authorization number and password.
3. Click Logon or press <Enter>.

Result

• The system starts a cataloging session and displays the Connexion home screen.

From Dewey-Only session

Shortcut Key

<Alt><N>

• On the Dewey Services tab, under Show Options, click Start Cataloging.

  Or press <Alt><N>.

Result

The system

• Opens a new browser window for the Cataloging session.
• Logs you on automatically to the new session.
• Selects the Cataloging tab and displays the screen you specified as the Cataloging Session Start Page (on the Dewey Services Options screen, under New Session Options).

Specify starting screen for Cataloging session

• On the Dewey Services Options screen, under New Session Options, use the list labeled Cataloging Session Start Page to select the screen you want displayed immediately after you start a new cataloging session from a Dewey-only session.

Default setting: Search WorldCat.

Choices: Search WorldCat, Browse WorldCat, Search Authorities, and Browse Authorities.

On the General tab, under Admin Options, click Preferences.

At the Preferences screen, click General Options.

On the Interface Customization screen, find the section labeled Select Service Tabs for Navigation Bar.

In the list of service tabs, click Dewey Services.

On the Dewey Services Tab Options screen, find the check box for the specific option or Options list you want to show or hide.

• Clear the check box to remove any option or Options list (and related button) from the Dewey Services tab.

  Or

• Select the check box to restore any option or Options list (and related button) on the Dewey Services tab.

Default setting: All check boxes selected. All available Options lists, buttons, and options appear on the Dewey Services tab.

Save changes as default or use for current session only.

• Click Save My Default or Save for Session.

• Return to the previous screen.

• Save changes on this screen for the current session only.
• When you log off, the system restores your previous default settings.

• Save changes on this screen for the current session and future sessions.
• The new settings remain in effect until you change them.

• Restore original Connexion settings for options on this screen.
• Reverse any changes you made during the current session or in previous sessions.

• Reverse any changes you made since you accessed this screen during the current session.
• Your previously saved settings remain in effect.

Go to the CatExpress Options screen

1. On the General tab, under Admin Options, click Preferences.
2. At the Preferences screen, click Express Options.

The Express Options screen appears.

Specify record view

On the Express Options screen, under Default View,

• Select MARC to view bibliographic records with MARC tags, subfield codes, etc., to identify elements of record content.

  Or

• Select Label to view bibliographic records with descriptive labels for elements of record content.

Default setting: MARC.

Specify call number type

On the Express Options screen, under Default Call Number,

• Select the type of call number you use most frequently: Dewey or LC (Library of Congress) or NLM (National Library of Medicine) or Local (local call number scheme or a local format for a standard scheme).

  Or

• Select None if you want to select the call number type when editing each record.

Default setting: None.

Specify a label format

Supply holding library code

The system supplies your default holding library code. Verify that the appropriate code appears (change it if necessary).

Supply location information

Notes

• Location maps to field 852 (Location/Call Number) in OCLC-MARC records. This field may be used to record local item information. Not all library local systems can use 852 information. Confirm whether your system accepts 852 before using this field. This is an optional field.
• When editing records, you may leave some or all of the Location data entry boxes blank. However, if you enter data in any other data entry box in 852 (Location), then you must enter a Location ($a) code.

Change default or change for current session

• To use the CatExpress settings for the current session only, at the top or bottom of the Express Options screen, click Save for Session.
• To use the settings for future sessions, click Save My Default.

• Save changes on this screen for the current session only.
• When you log off, the system restores your previous default settings.

• Save changes on this screen for the current session and future sessions.
• The new settings remain in effect until you change them.

• Restore original Connexion settings for options on this screen.
• Reverse any changes you made during the current session or in previous sessions.

• Reverse any changes you made since you accessed this screen during the current session.
• Your previously saved settings remain in effect.

On the General tab, click Admin.

At the Preferences screen, click Export Options.

Return to the previous screen.

Save changes on this screen for the current session only.

When you log off, the system restores your previous default settings.

Save changes on this screen for the current session and future sessions.

The new settings remain in effect until you change them.

Restore original Connexion settings for options on this screen.

Reverse any changes you made during the current session or in previous sessions.

Reverse any changes you made since you accessed this screen during the current session.

Your previously saved settings remain in effect.

Export File Name (Optional). Specify a file name for downloaded export files.

• On the Export Options screen, under Export File Name, type the file name and extension in the File Name text box.
• Or keep the default file name, export.dat.

• Name specified. When you download an export file from the Download Export Files screen, the system automatically supplies the specified file name and extension.
• Default name. If you do not specify a file name, the system supplies the default name, export.dat.
• Change name or extension during downloading. If necessary, you can change the supplied file name before saving the file.

Export File Type (Optional). Specify the type of export file to use.

On the Export Options screen, under Export File Type, select Institution (default setting) or Individual.

If you select:

• Institution export file (default setting). Connexion creates export files that contain records exported by anyone logged on with an authorization number linked to your library's OCLC symbol.
• Individual export file. Connexion creates export files that contain records exported by a user logged on with a specific authorization number.

Fields to Delete on Export (Optional) Specify the fields you want to remove from each bibliographic record before exporting the record for local use.

On the Export Options screen, under Fields to Delete on Export, type the 3-digit MARC tag numbers for the fields to delete.

• To delete a single field, type the tag number in the text box.
• To delete a range of fields, type the first and last tag to be removed, separated by a hyphen.
• Separate single tags and tag ranges with commas.

Example: In the Fields text box, type
920, 938, 945-999
to remove fields 920 and 938, and fields 945 through 999, from all exported bibliographic records.