Connexion browser glossary

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A


AACR2
Anglo-American Cataloguing Rules, Second Edition. The national/international standard for cataloging library materials. The rules are "designed for use in the construction of catalogues and other lists in general libraries of all sizes. The rules cover the description of, and the provision of access points for, all library materials commonly collected at the present time." The rules are maintained by the Joint Steering Committee for Revision of AACR and published by the American Library Association, the Canadian Library Association, and the Library Association.

Action list
The list of commands for final actions available for the current user to take on the displayed record. List varies with: record type (bibliographic, authority, pathfinder, etc.), record status (new, saved, locked, etc.) and authorization level.

action status
Action statuses appear in records retrieved from WorldCat or the bibliographic save file. Statuses also appear in brief entries in save file search results.

Active Records screen
Lists all active records (records in edit mode) for your current Connexion session. Includes new (unsaved) records of any type, as well as existing records retrieved from any database to which you have access. Use the Active Records screen to return to a record after interrupting your work. On any tab, open the Show Options list and click Active Records.

Add Pathfinder
Add a new pathfinder to the pathfinders database. You must add a pathfinder to the database before you can export it.

Add Record
Add a new name authority record to the Connexion Authority File. Requires a NACO authorization.

Admin button and Admin Options list
Button and Options list on the General tab in the Connexion interface. Click the Admin button to go to the Preferences screen. Open the Admin Options list for access to the Preferences screen (to view or change settings) or the User Information screen (to change contact information or view details on your current session).

Alternate Produce and Update
Use the Alternate Produce action to generate the same output as Produce but with options for ordering extra catalog cards in addition to those specified by your profile:
  • Order extra catalog cards (Ad option).
  • Order catalog cards for all receiving catalogs (All option).
  • Order a specified number (1-255) of copy catalog cards (Extra Cards option).
  • Combine two or all three options.
See also Produce.

Apply Default Constant Data
Add content from a constant data record set as your default CD to the record you are editing. On the Edit list click Apply Default Constant Data.
MARC fields applied. For MARC records, apply the whole CD record, the fixed field only or the variable fields only, as specified by the MARC Fields to Apply option in the default constant data record. Default setting: Variable Fields Only.

authority control
Verifies a heading in a bibliographic record against the Library of Congress Authority File and, if a matching authority record exists, links the heading to the corresponding authority record. If the authority record is updated, the controlled (linked) heading in bibliographic records is updated automatically.
The Control All Headings and DDC action (Action list) finds and links authority records for all headings in the record that match authority records. If you subscribe to WebDewey, the action searches each DDC classification number in the record against the WebDewey database and links the numbers to matching DDC records. For a heading not controlled automatically, on the Functions list for the heading field click Control Heading; if necessary, select a candidate heading to insert or build a new controlled heading. Note: to control an individual heading, you must use MARC Template edit view.

authorization number
Number assigned by OCLC to authorize use of OCLC services. Usually used in conjunction with a password. See also password, default holding library code.
Your authorization is tied to your OCLC cataloging profile, which defines the type of cataloging work you do in Connexion.
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B


bar syntax
Method for entering diacritics and special characters included in the ALA Character Set. Bar syntax represents a diacritic as a 2-character code between 2 pipe or vertical bar symbols (| |), placed after the letter it modifies (e.g. a u with umlaut is entered as u|um|). Bar syntax represents a special character as a 2-character code between two pipe or vertical bar symbols (| |) (e.g., a British pound sterling symbol is entered as |ps|). To view bar-syntax codes for the ALA Character Set, click Diacritics on the header bar of any Connexion screen.

batchloading
A process by which records to be processed are collected into batches. The records in a batch are loaded all at once. See OCLC Batchloading services.

Bibliographic Formats and Standards
Guide to machine-readable cataloging records in WorldCat. This guide provides tagging conventions, input standards and guidelines for entering information into WorldCat. (Available on the OCLC Web site at https://www.oclc.org/bibformats/.)

BKS
See Books format.

Books format
OCLC-MARC format used for cataloging books and book-like material. In WorldCat searches, use the Books index (label: bks) as a qualifier to limit results to records for this type of material.

brief list
In Connexion, default display of WorldCat search results when a search retrieves 2 to 5 records. Each entry presents selected bibliographic data.

browse
Scan an index for a match or the closest match to a term (word, phrase, or whole phrase) in records. The system matches the exact text string—character by character, from left to right—against the characters in the specified index. Produces a browse list that highlights the closest match and shows the number of records for each term in the list. Clicking an entry opens the record or a record list, if multiple records match.
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C


Cancel Changes
Discard all changes you made to a record or workform since you began editing the record. The Cancel Changes action is available for any editable record (bibliographic, authority, pathfinder, constant data, etc.). When you cancel changes:
  • Existing record. The system redisplays the record from the source database (WorldCat, the Connexion Authority File, the pathfinders database, etc.) in display mode. Any locks on the record are released.
  • New record (saved). The system redisplays the record from the save file.
  • New record (unsaved). The system deletes the record and returns you to the Create Record screen.

cataloging source qualifier
Qualifier index (label cs=) that can be used to limit WorldCat searches to records contributed by a specific library identified by its OCLC symbol (for example, cs=ocl).
Note: To limit searches to records contributed by the Library of Congress or by specific LC cooperative programs, use cooperative programs index (label dl:) with value y (dl:y).

classification number
The part of a call number, usually a combination of letters and numbers, used to classify library resources by subject area using a particular classification system.

CNR
See Continuing Resources format.

COM
See Computer File format.

command line search
A type of Connexion WorldCat search that allows you to type (1) any complete keyword, numeric, or derived search in a single string, including index labels, qualifiers, and Boolean operators, or (2) a browse string, including the Scan ( sca) command and index label in the format sca xx:. Note: The equivalent search capability in FirstSearch/Resource Sharing is called an "expert search."

Computer File format
OCLC-MARC format used for cataloging the following classes of electronic resources: computer software (including programs, games, fonts), numeric data, computer-oriented multimedia, and online systems or services. In WorldCat searches, use the Computer File index (label: com) as a qualifier to limit results to records for this type of material.

Connexion
See OCLC Connexion.

Connexion client interface
See OCLC Connexion client.

Connexion browser interface
See OCLC Connexion browser.

constant data record
A partial record that contains standardized content for reuse in creating or editing a record without having to retype each time the content is reused. Constant data records are created by and shared among librarians at a given institution for cataloging and resource sharing activities.
Connexion browser users can create constant data records for bibliographic or authority records or a pathfinders.

Continuing Resources format
OCLC-MARC format used for cataloging items issued over time with no predetermined conclusion. The Continuing Resources format includes serials and ongoing integrating resources. In WorldCat searches, use the Continuing Resources index (label: cnr) as a qualifier to limit results to records for this type of material.

Control All Headings and DDC
Item on the Action list in a bibliographic record. The Control All Headings and DDC action finds and links authority records for all headings in the record that match authority records. If you subscribe to WebDewey, the action searches each DDC classification number in the record against the WebDewey database and links the numbers to matching DDC records.

Control DDC (Functions list)
Item on the Functions list (template edit view) for a variable field that contains a DDC classification number. Use Control DDC to search WebDewey for the Dewey Decimal Classification number in the record. If a matching DDC record is found, Connexion links the number in the bibliographic record field to the corresponding DDC record. Requires a subscription to WebDewey.

Control Heading (Functions list)
Item on the Functions list (template edit view) for a variable field that contains a name or subject heading. Use Control Heading to search the Authority File for the heading in the record. If a matching authority record is found, Connexion links the heading in the bibliographic record field to the corresponding authority record.

corporate/conference name derived search
See derived search.

CSD
See OCLC Customer Services Division (CSD).
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D


default constant data
Constant data record set as the default content to be applied to records you create or modify. A CD record must be in the constant data database before you can set it as default constant data. One default constant data record is associated with each authorization during each session. A record set as your default CD remains available for use by others at your institution. When you take the Apply Default Constant Data action, the system adds content from your default CD to the record you are editing.
MARC fields applied. For MARC records, apply the whole CD record, the fixed field only or the variable fields only, as specified by the MARC Fields to Apply option in the default constant data record. Default setting: Variable Fields Only.

default holding library code
The holding library code that appears automatically in bibliographic field 049 (Local Holdings) when a user displays a bibliographic record in the Connexion client or browser cataloging interface. Each authorization number/password combination has a default holding library code. See also authorization number, password.

delimiter
Character ( ‡), followed by a single letter or number code, used to define the beginning of a subfield within a variable field in a MARC bibliographic or authority record. See also subfield.
For batchload services, the delimiter is entered as a dollar sign ($). If immediately followed by a lowercase letter or single numeral, OCLC converts the dollar sign into a delimiter. A $ followed by a numeral and period, two or more numerals, or a blank space is interpreted as a monetary value and is not converted.
The delimiter is entered as a dollar sign ($). The delimiter character ( ‡) appears in records in display mode. See also subfield.

derive new record
For cataloging in Connexion, using a pre-existing record to create a new record to to add to the system.

Derive New Authority Record (Functions list)
Item on Functions list for a controlled name heading field in a bibliographic record. The Derive New Authority Record function:
  • Retrieves the linked record from the Connexion Authority File.
  • Transfers selected content and/or supplies default fields/values to produce a new record based on the retrieved record and inserts NEW in the OCLC: field in place of an OCLC authority record number (ARN).
  • Presents the resulting record in local edit mode, in a new browser window.

derived search
A type of WorldCat search that uses a specific number of initial characters from the words in a name and/or title. A shortcut way to enter a search. The "derived" segments of the words are separated by commas. The number and pattern of letters and commas tells the system which index to search. The four types of derived searches (with the pattern that defines it in parentheses) are: Title (3,2,2,1); Personal name (4,3,1); Corporate/Conference name (=4,3,1); Name/Title (4,4).

Description Options (pathfinder option)
Let you choose which descriptions (of linked electronic resources) to show or hide within the pathfinder. Settings apply to all headers and/or links in the pathfinder (if set for Pathfinder Header element) or to all headers and/or links subordinate to the current Header element. Description options for the Pathfinder Header override Description options for other headers. See also pathfinder options (Pathfinder Header or Header element).

Dewey Services Only session
A Connexion session that provides access to WebDewey and/or Abridged WebDewey. A Dewey Services Only session: does not incur access and user support fees; does not count against simultaneous logon limits for libraries subscribing to flat fee Internet or dedicated TCP/IP access; and includes a default inactivity timeout of 120 minutes (default timeout for other Connexion sessions is 40 minutes). Authorized users can start a Dewey Services Only session from the Connexion logon screen or from within an active Connexion cataloging session.

diacritics and special characters
Connexion supports entry and display of diacritics and special characters in the ALA character set. Connexion uses the UTF-8 character format to communicate with Web browsers and as its internal storage format. UTF-8 is a compact encoding of Unicode, a widely adopted standard that supports the communication of a large array of characters from the world's chief languages and scripts.
Enter diacritics after the letters they modify.
You can enter diacritics and special characters in the following ways:
  • With Internet Explorer, use a window that lets you click a graphic of the desired character to insert characters in the ALA-defined set. (Windows only: not supported by Macintosh versions of IE.)
  • Type Unicode characters using a Unicode-enabled keyboard.
  • Copy and paste Unicode characters from other sources such as the Connexion Diacritics window, other documents or the Windows Character Map utility.
  • Use a Connexion-modified, OCLC standard bar syntax. Bar syntax represents a diacritic or special character as a 2-character code between 2 pipe or vertical bar symbols (| |). For example, u with umlaut is entered as u|um|. See also bar syntax.

display mode
Read-only mode that provides a more compact and readable view of record content than edit mode. Display mode is useful when examining and evaluating retrieved records or checking the results of editing. Few actions are available in display mode.

Display Record
View the current record in read-only mode. Item on the Edit list in a bibliographic, authority or pathfinder record. See also display mode.

Dublin Core
An international standard that supports creation of simple, informative descriptions of electronic resources that facilitate management and discovery. The Dublin Core standard defines 15 elements for a resource description. Users can define additional elements or qualifiers for the standard elements to adapt Dublin Core to meet their needs. The standard elements provide a shared semantic framework that allows communities operating under different rules or standards to exchange metadata.
Dublin Core has as its goals the following characteristics: simple creation and maintenance, commonly understood semantics, international scope, and extensibility.
For more information visit the official DCMI site at: http://www.dublincore.org.
Connexion supports elements, qualifiers and schemes officially adopted by the Dublin Core Metadata Initiative. In addition, the system supports a number of OCLC-defined qualifiers and encoding schemes.
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E


Edit Authority Locally (Functions list)
Item on Functions list for a controlled name heading field in a bibliographic record. The Edit Authority Locally function retrieves the authority record for the name heading; the record appears in a new browser window.

Edit list
List of editing actions available for the current user to take on the displayed record. List varies with: record type (bibliographic, authority, pathfinder, etc.), record status (new, saved, locked, etc.) and authorization level.

Edit Master Authority (Functions list)
Item on Functions list for a controlled name heading field in a bibliographic record. The Edit Master Authority function retrieves and locks the master authority record for the name heading. The record appears in a new browser window.

edit mode
Record mode that provides access to all functions for creating or editing content and for processing records. For bibliographic and authority records, users can edit in a template view (separate text box for each variable field, plus extensive field-level functions) or text area view (all variable fields in one text box, no field-level functions).

Edit Record
Edit a working copy of the displayed record to do copy cataloging. Item on the Edit list in a bibliographic, authority or pathfinder record in display mode. See also local editing.

element (Dublin Core format)
One of the 15 basic categories of descriptive metadata specified in the Dublin Core standard. All elements are optional and repeatable.
Each element also has a limited set of qualifiers, attributes that may be used to further refine (not extend) the meaning of the element.

element (pathfinder)
One of a set of predefined components you can include in a pathfinder. Each element provides a set of fields to guide you in adding a specific type of content to a pathfinder. The primary pathfinder elements are:
  • Headers, used to organize and label sections of content, control formatting for a section and support navigation. A Pathfinder Header contains the title for the pathfinder and provides formatting options that apply to the entire pathfinder.
  • Links, which contain the URLs for resources selected for the pathfinder. Links usually include a description of the resource.
  • Searches, used to include an embedded search that can automatically retrieve and add an updated list of relevant resources by running a user-defined query against WorldCat.
  • Library Material, used to help users locate non-electronic resources relevant to the pathfinder topic.
  • Licensed Resource, used to include links to resources that require user authentication or limit the number of simultaneous users.
  • Flagged Pathfinders, used to import content of another pathfinder. The added content is not visible in the pathfinder you are building in edit mode. Imported links and text appear when you view the pathfinder in display mode. At least one pathfinder must be flagged in the pathfinders database before you can select this element.
See also pathfinder.

Encoding Level (ELvl)
The level of completeness of the bibliographic record according to MARC standards.

export pathfinder
Export a pathfinder either as a static Web page (Export Pathfinder as HTML) or as a dynamic link to the pathfinder that resides in the Connexion pathfinders database (Export Pathfinder Link). Exporting the pathfinder link enables embedded searches to run each time a user visits the pathfinder and allows for automatic updating of pathfinder URLs linked to bibliographic records.

export to a file
Export one or more bibliographic or authority records to a file on your workstation. Each export action creates a new file; you cannot append exported records to an existing file. Export to a file is the default export method.

export to TCP/IP connection
Export one or more bibliographic or authority records directly to a local library system via a TCP/IP port. Establishing the export connection may require configuration of the local system and firewall.

extraction
Function in Connexion for generating a bibliographic record from an electronic resource based on content and/or metadata found in the resource. File types supported for extraction include *.htm, *.html, *.doc, or *.pdf. For *.htm or *.html files, used to produce a single bibliographic record for a URL or to produce multiple records for resources linked to a base URL.

Extraction Shortcuts
Browser tools that let you generate a bibliographic record for a Web site when not logged on to Connexion. The shortcut logs you on to Connexion and then extracts data from the Web resource to produce a preliminary record. To use an Extraction Shortcut, add the desired tool to your browser's personal toolbar or Links bar. On the General tab, under Admin Options, click Extraction Shortcuts. Click Help on the Extraction Shortcuts screen for more information.
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F


final OCLC actions
Actions catalogers take on records to accomplish specific tasks, such as adding holdings to a record, exporting a record to a local system, adding a new WorldCat record, or replacing an existing WorldCat record. See commands on the Action menu in Connexion client or in the Action list in Connexion browser.
Actions that libraries are permitted to take on records are part of each library's cataloging profile and are identified by the system by the authorization the library uses to log on.

flag
Temporarily mark a record to include it in a group of records for further processing. For example, you can export a group of flagged records or apply default constant data to the records. Not available for WorldCat records: You cannot flag a WorldCat record; save the record and then flag it in the bibliographic save file.

Flagged Pathfinders (pathfinder element)
The Flagged Pathfinders element is used to import content of another pathfinder. The added content is not visible in the pathfinder you are building in edit mode. Imported links and text appear when you view the pathfinder in display mode. At least one pathfinder must be flagged in the pathfinders database before you can select this element. See also element (pathfinder).

Format Options (pathfinder option)
See pathfinder options (Pathfinder Header or Header element).

Free Text Query Builder (pathfinder Search element)
See Search (pathfinder element).

full bibliographic record
The complete display of a bibliographic record, including all fields and subfields.

function keys
Keys and key combinations on the keyboard that transmit signals not associated with printable or displayable characters (examples: F1, F2, etc). In specific applications, such as OCLC Connexion, function keys are programmed to initiate commands.
See also keystroke shortcuts.

Functions list
In template edit views for bibliographic and authority records, a list of field-specific editing actions. Items listed vary with the type of field. For example, the Control Heading function is available only on heading fields.
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G


Generate Authority Record (Functions list)
Item on Functions list for a controlled or uncontrolled name heading field in a bibliographic record. The Generate function:
  • Extracts appropriate elements from the selected field and supplies new tags and subfields or removes them as needed.
  • Rearranges and adds the data from the bibliographic record to a name authority workform.
  • Supplies NEW in the OCLC: field in place of an OCLC authority record number (ARN).
  • Opens a new browser window in which you can edit the resulting name authority workform.

group list
Default display of WorldCat search results when a search retrieves 101 to 1500 records. Groups of records are sorted by type of material and year of publication. Clicking an entry opens a record or another list, depending on the number of records represented. 1500 is the maximum number of WorldCat records that can be retrieved.
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header bar
Black bar at the top of all Connexion screens, above the navigation bar. Provides access to context-specific Help, a table of diacritics and special characters, a form for submitting suggestions or reporting problems and a quick logoff function.

Header (pathfinder element)
Headers are used to organize and label sections of content, control formatting for a section and support navigation. A Pathfinder Header contains the title for the pathfinder and provides formatting options that apply to the entire pathfinder. See also element (pathfinder).

Help
Electronic user documentation that is available from the Help menu of a specific product such as Connexion, FirstSearch, etc.

holdings
The total stock of materials, print and nonprint, owned by a library or library system, usually listed in its catalog. Synonymous in this sense with library collection. In a narrower sense, all the copies, volumes, issues, or parts of an item owned by a library, especially a serial publication, indicated in a holdings statement in the record representing the item in the catalog. Holdings can be recorded in the MARC 21 Format for Holdings Information.
1) OCLC institution symbols attached to a record, indicating libraries that own the item described by the record. 2) The collective resources owned or held by the library.
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ILS
Integrated Local System. See local system.

import records
Import MARC bibliographic records to the Connexion bibliographic save file, from which, after reviewing and editing, you can add the records to WorldCat. On the Cataloging tab, under Create Options, click Import Records. You can import up to 100 records from a file located on a Web server or you can copy and paste the text of up to 5 records into a text box on the Import Records screen.

index
A detailed alphabetical or numerical list for a specific kind of bibliographic data provided by the system for retrieving a record or sets of records from a database such as WorldCat.

institution
A library, a library system, an organization, or a part of a library, library system, or organization.

institution record (IR)
A bibliographic record attached to a WorldCat master record that contains additional cataloging data specific to the library that contributes the IR. Bibliographic institution records are the result of incorporating "cluster" records from the RLG Union Catalog into WorldCat during the integration of RLG (Research Libraries Group) into OCLC.
Examples of added data include local call numbers, holdings locations within the contributing library, and local or copy-specific notes. All OCLC catalogers can retrieve, copy and paste, export, or print IRs. Only IR contributors using a logon authorization that includes IRs can create, add, delete, and move their own IRs.

integrated local system (ILS)
See local system.
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keystroke shortcuts
Key combinations that let you perform actions using the keyboard rather than the mouse. You can use shortcuts to navigate the Connexion interface, take actions on records, view and navigate Help, edit records, insert diacritics and special characters, run macros, and navigate lists.
To view or print a list of permanent shortcuts and of actions currently assigned to customizable shortcuts, press <Shift><F7> at any Connexion browser screen.
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label file
A file created by catalogers using the OCLC Label Program (if using the Connexion browser) or using the Connexion client, which has a built-in label program.

LCCN
LHR
See local holdings record (LHR).

Library Material (pathfinder element)
Pathfinder element used to help users locate non-electronic resources relevant to the pathfinder topic. See also element (pathfinder).

Library of Congress Control Number
An accession number assigned by the Library of Congress. The LCCN is usually a two- or four-character number representing the year, followed by a hyphen and up to six numbers. The Library of Congress formerly referred to control numbers as card numbers.

Library of Congress Subject Headings
Formal and consistent vocabulary words derived from the U.S. Library of Congress classification system used to describe the subject of a work.

Licensed Resource (pathfinder element)
Pathfinder element used to include links to resources that require user authentication or limit the number of simultaneous users. See also element (pathfinder).

linear editing view (pathfinder)
Provides a complete editing template that shows the content of all fields for each element of the pathfinder. Use linear view when entering information for a group of consecutive elements. See also outline editing view (pathfinder).

Link (pathfinder element)
Basic building block of a pathfinder. Links contain the URLs for resources selected for the pathfinder and (usually) a description of the resource.

local editing
Copy cataloging, in which you modify a working copy of a master bibliographic or authority record as required by your workflow and policies. Your changes do not affect the master record.
Any time you edit a record without first locking it, you are making local edits. The record is not locked. Therefore, other users can retrieve it, edit it locally or lock and edit the corresponding master record. You can edit a record locally regardless of whether another user has locked the master record. While editing a record locally, you can add, delete or change the record content to meet your library's needs and then export the record.

local holdings maintenance
OCLC service that helps libraries maintain accurate, current holdings information by providing a library's holdings for materials in any format, including serials. Formerly called Union Listing.

local holdings record (LHR)
The OCLC record used to contain and exchange holdings data for WorldCat records. Local holdings records form the basis for local holdings displays. The records are based on the MARC 21 Holdings format.
OCLC Connexion browser provides access to the Local Holdings Maintenance service that enables catalogers to maintain LHRs for their libraries.

Lock Master Record
Lock the master record for editing in WorldCat or the Authority File. A master record is the version of the record available to all users; it does not include local data for any library. Other users can retrieve the record or edit it locally while you have the master record locked for editing.

To unlock the master record, take the Release Record Lock action (Action list) or Cancel Changes (Edit list) or replace the record in the database ( Replace Record or Replace and Update Holdings).
If you save a locked master record, the system saves the locked record for 14 days, and then (if you do not edit or resave the record) deletes it from the save file. Other catalogers can view the record and edit it locally while it is locked.
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MAP
See Maps format.

Maps format
OCLC-MARC format used for cataloging cartographic material, such as maps, atlases, globes, digital maps. In WorldCat searches, use the Maps index (label: map) as a qualifier to limit results to records for this type of material.

MARC-8 character sets
Approved character sets for MARC 21 cataloging as defined in MARC 21 Specifications for Record Structure, Character Sets, and Exchange Media at http://www.loc.gov/marc/specifications/speccharucs.html. Subsets of UTF-8 character sets.
See also non-Latin scripts; UTF-8 Unicode character sets.

matches
The number of times the system identifies a search term, or the number of records retrieved as a result of a search.

Medical Subject Headings
Formal and consistent vocabulary words and phrases used to describe the subject of a medical work. MeSH is provided by the National Library of Medicine for medical and health sciences libraries.

MeSH
See Medical Subject Headings.

metadata
Literally, "data about data." Structured information describing information resources/objects for a variety of purposes. Although AACR2/MARC cataloging is formally metadata, the term is generally used in the library community for non-traditional schemes such as the Dublin Core Metadata Element Set, the VRA Core Categories, and the Encoded Archival Description (EAD). Metadata has been categorized as descriptive, structural, and administrative. Descriptive metadata facilitates indexing, discovery, identification, and selection. Structural metadata describes the internal structure of complex information resources. Administrative metadata aids in the management of resources and may include rights management metadata, preservation metadata, and technical metadata describing the physical characteristics of a resource

metadata extraction
See extraction.

MFHD
See MARC 21 Format for Holdings Data.

MIX
See Mixed Materials format.

Mixed Materials format
OCLC-MARC format used for cataloging materials in two or more forms that have accumulated by or about a person or body, excluding instructional materials, which are coded as Type: o (Kit). Includes archival material and mixed manuscript materials such as text, photographs, and sound recordings. In WorldCat searches, use the Mixed Materials index (label: mix) as a qualifier to limit results to records for this type of material. See also kit.

multi-control functionality
Controls multipart subject headings (designated in the 6xx fields by a second indicator value of 0 or 4) to one or more authority records. Available with either Control All Headings and DDC (Edit list) or Control Heading (field Functions list) in MARC Template edit view. Multi-control functionality:
  • Automatically inserts a controlled heading if the heading in the
  • record can be fully controlled to either a single or multiple authority records and if the original heading requires no changes in tag, indicators or text.
    Or
  • Opens the Control Multipart Heading window to allow you to control a subject heading that does not exactly or completely match a single authority record or multiple authority records.

My Status
Custom status you can assign to a saved bibliographic record or a bibliographic constant data record. Lets you enter up to 40 characters of free text (such as a name, identifier, or note) to help you identify, retrieve and manage records. If present, My Status appears in the status bar of a displayed record.
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N


name/title derived search
See derived search.

navigation bar
A bar appearing at the top of all Connexion screens. Lets you navigate by clicking a tab, a button or an item on an Options list. Supports keyboard-only navigation if you prefer to avoid using a mouse. Can be customized to meet your needs.

Navigation Options (pathfinder option)
See pathfinder options (Pathfinder Header or Header element).

non-Latin scripts
Character sets not based on Latin character sets. The Connexion client supports cataloging using the following non-Latin, MARC-8 scripts: Arabic, Chinese, Cyrillic, Greek, Hebrew, Japanese, and Korean. The following UTF-8 Unicode character sets are also supported: Bengali, Devanagari, Tamil, and Thai.
See also MARC-8 character sets; UTF-8 Unicode character sets.
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O


OCLC
Previously called Online Computer Library Center, Inc. and Ohio College Library Center. Nonprofit membership organization serving libraries around the world to further access to the world's information and reduce library costs by offering services for libraries and their users.

OCLC cataloging
OCLC's online services for cataloging library materials using WorldCat and for producing catalog cards, machine-readable records, and other offline products. Participating institutions retrieve bibliographic records, modify the information for local use, and then order the modified record from OCLC. Institutions also contribute new records and location information to WorldCat for items for which no record is found. Access to cataloging activities is provided by the Connexion client, Connexion browser, CatExpress, and Z39.50 cataloging.

OCLC CatExpress
An OCLC service for copy cataloging. CatExpress users log on from Connexion browser. Connexion users who also subscribe to CatExpress log on to Connexion and access CatExpress from the Express tab.

OCLC Connexion
Integrated cataloging service that offers access to WorldCat, the OCLC Authority File and other online databases. The browser interface provides access via Internet Explorer or other browsers. The client interface provides access via Microsoft Windows-based software installed on user workstations. Both interfaces offer the same cataloging capabilities. Each also provides unique capabilities.The browser interface uniquely provides access to CatExpress, Dewey services, local holdings maintenance, and OCLC Selection and supports creation of pathfinders and other electronic resources. The client uniquely supports the use of macros, local files, offline cataloging, integrated label processing, using non-Latin scripts for cataloging, and batch processing searches and record actions.

OCLC Connexion browser
One of two interfaces to OCLC Connexion cataloging services and products. Introduced in mid-2002, the Web-browser-based interface provides the same access to cataloging in WorldCat as the Connexion client. The browser interface also provides some unique functions, including WebDewey and Abridged WebDewey, CatExpress, OCLC Selection, Pathfinders and Local Holdings Maintenance.

OCLC Connexion client
One of two interfaces to OCLC Connexion cataloging services and products. Introduced in the second half of 2003, the Windows-based software interface provides the same access to cataloging in WorldCat as the Connexion browser. The client interface also provides some unique functions, including the use of macros and an automatic macro recorder, extensive keyboard shortcut customization, integrated label printing, local files, offline cataloging, batch processing for searches and record actions, use of non-Latin-based multiscripts for cataloging, and more.

OCLC Customer Services Division (CSD)
OCLC's user assistance and support contact desk that provides support for telecommunications, hardware, and software. Formerly called OCLC User and Network Support (UNS).

OCLC-MARC
OCLC's implementation of the MARC bibliographic format. See also MARC 21 Format for Bibliographic Data.

OCLC-MARC Subscription service
An OCLC service that provides OCLC-MARC bibliographic records through an OCLC Electronic Data Exchange (EDX) account for items on which an institution sent a Replace, Produce, Update, or Delete Holdings command in OCLC Cataloging.

OCLC User and Network Support (UNS)
See OCLC Customer Services Division (CSD).

options, pathfinder
See pathfinder options (Pathfinder Header or Header element).

outline editing view (pathfinder)
Divides the pathfinder editing screen into 2 sections. One section contains the outline. The other section contains the editing template for the element currently selected (marked with an asterisk) in the outline area. The outline area shows the hyperlinked titles or URLs of headers, links, search queries and other elements in the pathfinder. Header elements are expanded (titles of subordinate headers/links appear) by default. You can collapse the view for each header to display the header title only. Click a title or URL in the outline area to move a specific element into editing focus. See also linear editing view (pathfinder).
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P


parallel records
Records in WorldCat that describe a single resource, but which have been cataloged in different languages. For example, collation, notes, and subject headings are in different languages. See also allowable duplicate records.

password
A sequence of characters required to gain access to a computer system. Usually used in conjunction with an authorization number. See also authorization number , default holding library code.

pathfinder
Pathfinders are subject-guide Web pages that libraries create to consolidate links to selected electronic resources on a topic. They categorize the resources, provide informative annotations, and integrate descriptions and locations for related resources available via the library but not web-accessible.
Connexion provides tools to help libraries create and manage pathfinders and to facilitate collaboration on pathfinder development and maintenance.
See also element (pathfinder).

pathfinder options (Pathfinder Header or Header element)
A group of options provided in the Pathfinder Header and in other headers/subheaders of a pathfinder. Option settings 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.

PDF
Portable Document Format. The Adobe Acrobat standard that enables the same graphic display of a document on different platforms. Because the graphical display preserves hard-copy features such as page numbers, logical page breaks, tables of contents, etc., printing a PDF document makes a better hard copy than printing HTML-formatted documents. Most OCLC user documentation is available in PDF as well as HTML.

personal name derived search

phrase indexes
Search indexes used to search for an entire field or subfield in records. Phrase indexes are also browsable.

phrase search
Words, numbers, or character strings used to initiate a search for an entire field or subfield in a record. To enter a complete search string using a "command line" search in Connexion or an "expert" search in FirstSearch/Resource Sharing, use a phrase index label in the format xx=.
Example: To search for a personal name phrase, type pn=brooks, gwendolyn.

print labels
Use the OCLC Cataloging Label Program to:
  • Print one label set for the current record
    • Retrieve a bibliographic record from WorldCat or the bibliographic save file.
    • Take the View Label in Label Program action on the record.
  • Create and download a file to print a batch of labels
    • Flag the records in the bibliographic save file.
    • Take the Create Labels for Flagged Records action on the group of flagged records.

Print Record
Command used to print a displayed bibliographic or authority record. You can also use the Print function in your browser to print a full record or a results list.

Produce
Command used to obtain catalog cards, add the record to a file or tape you receive via the MARC Record Subscription service or generate an item on an accessions list.

Produce and Update Holdings
Use the Produce and Update Holdings action to:
  • Obtain catalog cards based on the bibliographic record for the receiving catalogs of the first holding library code in the 049 field, if you are profiled for catalog cards. Note: If multiple holding libraries are listed in field 049 subfield $a, the system produces cards only for the first holding library.
  • Add the record to a file or tape you receive via the MARC Record Subscription service.
  • Use the bibliographic record to generate an item on an accessions list if you subscribe to the OCLC Accessions List service.
See also Alternate Produce and Update.

publisher number
Plate and publishers' numbers for printed music (scores); serial and matrix numbers for sound recordings; videorecording numbers for visual materials, and publisher numbers other than those for sound recordings, music, or videorecordings. The publisher number is located in field 028, subfield ‡a and is used for batchload matching. For example, B 07042 L.
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Q


qualifier
A means of limiting a WorldCat search to specific classes of records, for example: type of material (index label - mt:), years of publication (index label - yr:), microform or not microform (index label - mf:), cataloging source (index label - cs=). Qualifiers are elements from the bibliographic record that are used in combination with a search term to narrow a search.

qualify a search
A technique to make a search more precise by limiting results to specific classes of materials. Produces more manageable search results. See also qualifier.

Query Builder (pathfinder Search element)
See Search (pathfinder element).
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R


REC
See Sound Recordings format.

record
A machine-readable record in a database that contains bibliographic information about a separately cataloged library item, set, or serial. A record can describe a book, journal article, or any other library resource, including electronic resources. It also contains coded information used to retrieve and work with data. In WorldCat, a bibliographic record is in OCLC-MARC format.

record matching
Computer system operation that compares one record to another based on search criteria to determine a match.

record standard
A standard for representating and exchanging data in machine-readable form. See also record structure.

record statuses
Information stored with a saved record showing actions taken and whether they failed or succeeded, source of a record, custom-assigned My Status, position in cataloging workflow, and whether the record is edited. See also action status; My Status; source status; workflow status.

record structure
The order in which content designators and content appear in the record and/or file. Record structure can include such specifications as tape media, header, blocking techniques, and characters sets. The terms record standard and record structure are used interchangeably. See also content designation; content of the record

record type
Term that identifies the format, genre, or medium of a document for cataloging and for retrieving a specific type of record. Valid values vary by database. In FirstSearch/Resource Sharing searches, use the advanced or expert search screens to select a valid document type from the drop-down menu. In Connexion, type a full search in the command line of the Search WorldCat screen or window, or select from a dropdown list in the guided search area of the screen or window.

report number
Uniquely identifies a technical report; not a series number. There are two kinds: Standard Technical Report Numbers and other nonstandard numbers.

Rights Options (pathfinder option)
Options provided in the Pathfinder Header and in subordinate Header elements. Rights options record source and revision information (Derived Pathfinder History), indicate who is authorized to edit the pathfinder (Maintainers) and specify URLs to be excluded from appearing in the pathfinder (Excluded URLs). See also pathfinder options (Pathfinder Header or Header element).
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S


save file
In Connexion, a temporary online storage area for bibliographic or authority records that catalogers are in the process of creating, editing, reviewing, etc. Each library has a single online save file per logon authorization that is accessible to catalogers from that library only.
In the Connexion client only, catalogers can also use local save files while logged on or offline ("local" means that they are stored on a workstation or shared drive).
Online and local save files can store up to 9,999 records.

save file number
The number the system uses to track records in your library's cataloging Save file.

Scan
Command used to send a browse string to the system to scan indexes. See browse.

SCIPIO record
SCIPIO = Art and Rare Book Sales Catalogs. SCIPIO records cover art auction and rare book catalogs for sales from the late sixteenth century through the present. SCIPIO records were incorporated into WorldCat during the integration of RLG (Research Libraries Group) into OCLC.
Records are accessible via WorldCat indexes and via a scoped view that includes additional indexes and retrieves only SCIPIO records.

SCO
See Scores format.

Scores format
OCLC-MARC format used to catalog musical scores. In WorldCat searches, use the Scores index (label: sco) as a qualifier to limit results to records for scores.

search history
In a Connexion Search WorldCat screen or window, search term input boxes have a popup or dropdown list that displays up to 10 previous searches.

Search (pathfinder element)
Pathfinder element used to include an embedded search that can automatically retrieve and add an updated list of relevant resources by running a user-defined query against WorldCat. Create the search query by selecting indexes and operators from lists (Query Builder) or by entering a free-text search statement (Free Text Query Builder). You can test the query and exclude unwanted URLs to ensure reliable results. See also element (pathfinder).

segment
One part of a derived search. See derived search.

session
Time between logon and logoff when an OCLC library is logged on to the OCLC system to use a production or service.
Started by pointing your browser to the appropriate Connexion URL. Connexion displays the logon screen for a cataloging services session or if your default authorization is designated Dewey-Only, Connexion displays the Dewey Services-only logon screen.
To start a cataloging session, you need an OCLC Cataloging authorization number and password. To start a Dewey-Only session, you need an OCLC Cataloging service authorization that includes a subscription to WebDewey and/or Abridged WebDewey or an authorization for Dewey Services only. An inactivity timer ends a session automatically after a period of no interaction with the server. For cataloging sessions, 40 minutes of inactivity is the default setting; for Dewey Services-only sessions, 120 minutes.

set holdings on a record
OCLC member libraries "set" their holdings by attaching their OCLC symbols to bibliographic records in WorldCat. Having OCLC symbols attached to a record establishes that the institution holds the item.

Sound Recordings format
OCLC-MARC format used to catalog sound recordings. In WorldCat searches, use the Sound Recordings index (label: rec) as a qualifier to limit results to records for sound recordings.

source
See cataloging source; cataloging source qualifier.

source status
Designates the source of a displayed record in Connexion: Derived, Extracted, Imported, Workform, OCLC, Pathfinder, URL. Source status is system-assigned and appears in the status bar of a displayed record.

special character
Alphabetic or phonetic character other than that used in modern English. In records, each special character occupies its own position, whether or not it is used in conjunction with another character. See also diacritic.

stopwords
Words to be omitted from a search because they are so common that they have no informational value. Stopwords are not indexed and are therefore ignored by the system if entered in a search. See stopword lists in the Help for Connexion or the Help for FirstSearch/Resource Sharing. Examples: a, an, and, or, and the.

subfield
The smallest unit of information in a variable field. Data in subfields is preceded by a delimiter ( ‡) and a single letter or number code. A subfield a ( ‡a) is implicit at the beginning of most fields (the delimiter and code do not display). See also delimiter.

subfield delimiter
See delimiter.

subject headings
The most specific word or phrase that describes the subject, or one of the subjects, of a work, selected from a list of preferred terms (controlled vocabulary) and assigned as an added entry in the bibliographic record to serve as an access point for retrieving records in a database.
A subject heading may be subdivided by the addition of subheadings (example: Libraries--History--20th century) or include a parenthetical qualifier for semantic clarification, as in Mice (Computers).
The use of cross-references to indicate semantic relations between subject headings is called syndetic structure.
The process of examining the content of new publications and assigning appropriate subject headings is called subject analysis.

subject scheme
Subjects categorize library material. Subject schemes (for example, Library of Congress Subject Headings [LCSH]) use a controlled vocabulary; that is, they use the same words to categorize the library material about the same subject. For example, an item about atomic structure and another item about neutrons can have the same subject entry, Nuclear physics.

subscription service
See OCLC-MARC Subscription service.
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T


template edit view
View for editing authority or bibliographic records 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 elements and fields. Input guidelines available for variable fields via Help on Functions list. For bibliographic records, authority control functions are available to control individual fields or all controllable fields.
View for editing in Dublin Core format. Provides 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. Authority control functions are available.

text area edit view
View for editing MARC-format authority and bibliographic records. All variable fields are viewed and edited in a single large text box. Templates simplify entering fixed-field elements. Help buttons provide input guidelines for the fixed-field elements, but not for other fields. For bibliographic records, authority control functions are not available to control individual fields or all controllable fields.
View for editing Dublin Core format records. All fields are viewed and edited in a single large text box. Add Element function simplifies entry of labels, qualifiers and required punctuation and spacing. Direct access to input guidelines for DC elements not available. Authority control functions not available.

title
A word, phrase, character, or group of characters, appearing on an information source that names the item.

title derived search
See derived search.

truncated list
Default display of WorldCat search results when a search retrieves 6 to 100 records.

truncation (*)
Truncation allows you to search for a term and its variations by entering only the root of the term or phrase followed by an asterisk *. Use the truncation symbol only at the end of a term. See also wildcard (# or ?).

Type of material (format) qualifier (ft)
Qualifier that limits search results to specific formats: books (bks), computer files (com), maps (map), mixed materials (mix), continuing resources (cnr), scores (sco), sound recordings (rec), or visual materials (vis).

Type of Record (Type)
The element in the fixed field that differentiates records created for various types of machine-readable information and specific types of material. Codes used in Type of Record are also used in field 006.
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U


UNS
See OCLC Customer Services Division (CSD).

Update Holdings
Use the Update Holdings action to:
  • Validate a record. You need to correct validation errors.
  • Set your holdings. When the record is valid, your institution's OCLC symbol is associated with the record. For a new record, the system adds the record to WorldCat and assigns an OCLC control number.
  • Display your copy of the record in local edit mode. Local data fields you added to the record are retained in your copy.

URI
Uniform Resource Identifier. Provides electronic access data in a standard syntax. The URI is located in field 856, subfield ‡u and can be used during batchload matching.

URL
Uniform Resource Locator. Address or location of a Web page or other electronic resource.

UTF-8 Unicode character sets
USC Transformation Format-8—8-bit, byte-oriented encoding for Unicode characters. Includes, but not limited to, Basic Latin (ASCII) character subset and MARC-8 subsets of non-Latin characters (USC = Universal Coded Character Sets).
The Connexion client supports cataloging in the following four UTF-8 Unicode character sets: Bengali (character range U+0980 to U+09FF); Devanagari (character range U+0900 to U+097F); Tamil (character range U+0B80 to U+0BFF); Thai (character range U+0E00 to U+0E7F). The client also supports MARC-8 character sets.
See also non-Latin scripts; MARC-8 character sets.
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V


Validate Record
Use the Validate action to apply OCLC cataloging validation rules. For a valid record, the system redisplays the record. If the record contains invalid data, the system displays one or more error messages that identify the problem(s). Messages appear directly above the fields/elements to which they refer (template edit views) or above the text area (text area edit views). You must correct any validation errors and validate the record again to verify.

validation error
An error in the MARC format of a record as detected by OCLC system validation. Examples of validation errors include: invalid codes, tags, indicators and subfields, missing required elements, and repetition of non-repeatable fields. See also error rate.

VIS
See Visual Materials format.

Visual Materials format
OCLC-MARC format used for cataloging projected medium, nonprojected graphics, etc. In WorldCat searches, use the Visual Materials index (label: vis) as a qualifier to limit results to records for this type of material.
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W


whole phrase index
Search indexes used to search for entire indexed fields of records. Whole phrase indexes are also browsable.

whole phrase search
All words, numbers, or character strings used to initiate a search for an entire indexed field in records. To enter a complete search string using a "command line" search in Connexion, use a whole phrase index label in the format xxw= (where xx represents the label).
Note: FirstSearch/Resource Sharing supports only one whole phrase index—Subject. This index label has a different format; see example below.
For a whole phrase search, enter all field data or truncate using an asterisk.
Examples:
  • To search for a subject field in Connexion, type suw=library science computer* (field data is truncated).
  • To search for the same subject field in FirstSearch/Resource Sharing, type sa=library science computer* (field data is truncated).

wildcard (# or ?)
A special character used to represent one or more characters in a search term. The pound sign (#) represents a single character, and the question mark (?), alone or with a number, represents zero or more characters. Wildcards must be preceded by at least three characters in a term. Example: wom#n retrieves women or women; col?r retrieves color or colour. See also truncation (*).

word
For searching purposes, any character or group of characters between two blank spaces, including initials or abbreviations.

word indexes
Search indexes used to search for a word or number in specific indexed fields of records. Word indexes are also browsable.

word search
A word, number, or character string used to initiate a search for a word in an indexed field in records. To enter a complete search string using a "command line" search in Connexion or an "expert" search in FirstSearch/Resource Sharing, use a word index label in the format xx:.
Example: To search for an OCLC control number, type no:10998406 (or #10998406 or *10998406).

workflow status
Designates a record's position in the cataloging workflow. You select one of the following from a system-supplied list: Completed, In Process (default), In Review, or New. Workflow status appears in the status bar of a displayed record.

workform
An OCLC-MARC template used to create an original record or local holdings record. The system automatically supplies some of the appropriate fields and data, depending on the format you select for the material you are cataloging.

working copy
A copy of the master record, displayed on the user's screen. When the user edits the working copy, the master record remains unchanged. Also called "editing locally."

WorldCat
A database of tens of millions of online records built from the bibliographic and ownership information of contributing libraries. The WorldCat database is the largest and most comprehensive of its kind. OCLC members use WorldCat for a full array of technical library services, including cataloging, interlibrary loan, reference, union listing, local holdings, and many more.WorldCat is the foundation of many OCLC services that let your library process, manage and share information resources. And with its records now opened to Web search, bookselling and bibliography sites, holdings in your collection are even more easily located and obtained by both your local patrons and a broad-based Internet usership.