Client documentation: Basics

Quick References

• Connexion Client Quick Reference
  (PDF version)
  en español
  Basic instructions for most cataloging functions in the client. Also lists default keystroke shortcuts and toolbar buttons.
  
• OCLC Cataloging Authorization Levels
  (In PDF only)
  Hierarchy of OCLC authorizations. List of actions authorized for each level. Types of master record updates authorized for Full and higher.

Interface

• Use Client Interface
  (PDF version)
  en español
  Use the client main window, menu commands (or equivalent keyboard shortcuts), toolbar, status bar, dialog windows, records, and lists.
  

Local files

• Manage Local Files
  (PDF version)
  en español
  Use local files for offline or online cataloging, for batch processing record actions searches in WorldCat and the Library of Congress authority file.
  
• Short video demos
  • New local file (create a new local file)
  • Set default file (select a file to use as the default file)
  • Move records (move records from one file to another)
  • Compact/repair local file (force the system to unlock a record or shrink the size of the local file)
    System requirements for video demos are below

Options

• Set Options and Customize (PDF version)
  en español
  Customize record and list display and printing, keystroke shortcuts, client toolbars, generic user tools, text strings, and more.

Macros

• Use Macros
  (PDF version)
  Write or record macros to automate routine cataloging tasks using the OCLC Macro Language (OML) and Connexion client-specific macro commands.
  
  See also:
  • OCLC Macro Language for the Complete Beginner
  • Macros for the Connexion Client
    
    Written and provided by Joel Hahn, Niles Public Library District, Niles, Illinois
    
• Get Support and Information
  (PDF version)
  Use Client Help, open OCLC system news, contact support staff using a menu command, find information for troubleshooting, and more.

See also links to RLIN21 transition guides.

Notes

• All files are updated for Connexion client 2.10.
• Client Web documentation contains the same content as the client Help.

Connexion client glossary

Glosario en español

Related

• Bibliographic Formats and Standards
  
• Find other OCLC documentation