Selection Quick Reference: Selector Activities

Point your browser to the OCLC Connexion service:
http://connexion.oclc.org.

At the Connexion login screen, enter a WorldCat Selection authorization and password. Click Logon or press <Enter>.

Note: The authorization you use to access Selection may be for Selection only or an authorization for another service to which you added Selection privileges.

At the Connexion welcome screen, click the Selection tab. Or press <Alt><;> (semicolon).

Result:

• A new window opens for the WorldCat Selection session.
• The Connexion session remains active until you end the session or an inactivity timeout occurs. You can end the Connexion session now. Switch to the Connexion window and then click Logoff (top right) or press <Alt><L>. Or close the browser window for the Connexion session.

Click Logoff or press <Alt><O>.

The system ends your session. When you log off, Selection automatically saves and closes any open records.

Entire list

Press <PgDn> or <PgUp>.
Or
Use the scroll bar (right side of screen) or the scroll wheel on your mouse.

Full record

Click the entry number. Or Type the entry number in the Record box and press <Enter>.

Print record or list

Display the screen you want to print.

In your Web browser, on the File menu, click Print. Or press <Ctrl><P>.

Decide which action you want to take.

Flag (mark) the record(s) you want to process.

To Forward records, in the Forward To list, click the name of the selector you want to receive the record(s). (Required)

To Defer records, you can specify a reason for deferring. In the Defer Reason list, click the reason you want. (Optional)

On the Action list, click Select, Reject, Defer, or Forward.

Results: Processed records move from the Inbox to your Selected, Rejected, or Deferred folder, or to another selector's Forwarded to Me folder.

Columns included

Hide a column: At the bottom of the screen, click the box for that column to remove the check mark. Note: You cannot hide the Title column.

Show a hidden column: Click an empty box to restore the check mark.

Default: Show all columns.

Records per screen

Use the Records per Screen option (bottom of list screen) to view 25 records or 1000 records on each screen of a list.

Default: 25 records per screen..

Record sorting

Change sort: Click a column heading to re-sort the list on that column.

Change default sort. In Selector Preferences, specify a new default sort order (primary and secondary sort).

Default: Sorted by Added date (primary) and then by Source (secondary).

Record data shown

To show all data, at the bottom of the screen, in the Data Values list, click Show All Data.

Truncate list data: In the Data Values list, click Truncate Data.

Default: Data truncated to maximum column widths so all columns fit across the screen.

Price

To change: Edit the displayed price or type the new price in the box.

Source: Vendor-supplied price, if any. If the vendor data does not include a price, the Price box is empty.

Quantity

To change: Type the number of copies in the box.

System supplied default: 1.

Fund

To change: On the Fund list, click the fund you want.
Note: Until you choose funds in Preferences, the Fund list is empty.

Source: Vendor-supplied fund, if among funds defined by the administrator. Or the Fund box is empty.

After you customize the institution funds list in Selector Preferences, the list includes funds you specified.

Location

To change: On the Location list, click the location you want.

Note: Until you choose locations in Preferences, the Location list is empty.

Source: Vendor-supplied location, if among locations defined by the administrator. Or the Location box is empty.

After you customize the institution locations list in Selector Preferences, the list includes locations you specified.

Deferral

To change: On the list, click the reason you want.

Default: None

Source: List of possible reasons you define in Selector Preferences. If you do not supply reasons, text in the Deferral box indicates that no reasons are available.

Forward To

To change: On the list, click the name of the selector you want.

Default: None

Source: Forward To box lists other selectors at your institution.

OCLC supplies a list of authorized Selection users for your institution.

ISBN to Export First

Default: The first ISBN in the WorldCat record appears first in the exported record.

To change: On the list, click the ISBN you want to place first in the exported record.

Source: WorldCat record for the item.

If the WorldCat record contains multiple ISBNs, all ISBNs appear in the ISBN to Export First list.

Note fields

To change: In each field, edit the default note or type a new note. (No note fields display unless defined by the administrator.)

Source: Administrator settings for notes to display in notification records.

Selectors can modify or replace text in each field (up to 500 characters).

Save changes

Click Save. Or press <Alt><V>.

Result: Changes are saved. The record remains open.

Return to folder list

• Update one record: Save the record. Then click Back to List (or press <Alt><B>)
• Refresh entire list: Click the folder name on the navigation bar (or use the keystroke).

Cancel changes

Click Cancel. Or press <Alt><C>.

Result: Changes not yet saved are reversed. The record remains open.

Automatic save

When you take an action, view another record in this folder, return to the record list, view another folder, or log off, the system saves and closes the displayed record.

Open the full record from the list.

Click the entry number.

Or type the entry number in the Record box and press <Enter>.

Decide which action you want to take.

To Forward the record, in the Forward To list, click the name of the selector you want to receive the record(s). (Required)

To Defer the record, you can specify a reason for deferring. In the Deferral list, click the reason you want. (Optional)

Take an action on the record: Click Select, Reject, Defer, or Forward.

Or use the keystroke:

• Select -- press <Alt><T>
• Reject -- press <Alt><R>
• Defer -- press <Alt><E>
• Forward -- press <Alt><W>

Results

• Selection adds the records to the folder that contains records with the new status.
• The record closes; the next record in the folder opens.

Click the Preferences tab or press <Alt><F>. If the Selector Excludes screen appears, click Selector Preferences or press <Alt><S>.

Under Notification List Order, customize sorting in folder lists.

1. Primary Sort: Click the name of the record field (column) to use as the primary key. Change direction if desired.
2. Secondary Sort: Choose the field and direction.

Default sort order: Ascending by Added (primary sort) and ascending by Source (secondary sort).

The Deferred Reasons area has 20 text boxes in which you enter common reasons for deferring a selection decision.

Reasons you supply appear in the Deferral list at the top of a record list or record.

Note: Until you supply at least one reason, the Deferral list box contains a message indicating that no reasons are defined.

The Funds area lists the funds set up by your administrator. Choose the funds allocated for the materials you select.

Default: All funds defined by the administrator are listed, but none are marked. Until you choose funds in Preferences, the Fund list provided in displayed records is empty.
Funds area empty. If no funds are listed in Preferences, the administrator has not defined them.

The Locations area lists the locations your administrator set up for your library. Use the list to designate locations for selected materials.

Default: All locations defined by the administrator are listed, but none are marked. Until you choose locations in Preferences, the Location list provided in displayed records is empty.

Locations area empty. If no locations are listed in Preferences, the administrator has not defined them.

At the bottom of the screen, click Save or press <Alt><V> to save the updated preferences.

Cancel changes to preferences. Click Cancel or press <Alt><C> to keep your previous settings.

Reject records for materials already held.
Under Reject All Notification Items, click the If Already Held button or press <Alt><H>.
Results:

• The system checks the Held column in notification records in your Inbox, Forwarded to Me, and Deferred folders to identify records for materials in your collection.
• Notification records for items your library holds move from your Inbox, Forwarded to Me, and/or Deferred folders to your Rejected folders.

Reject records for items selected by other selectors.
Under Reject All Notification Items, click the If Selected By Others button or press <Alt><B>.
Results:

• The system checks other selectors' Selected and Exported folders for records that are also in your Inbox, Forwarded to Me, or Deferred folder.
• Notification records on which another selector has taken the Select action move from your Inbox, Forwarded to Me, and/or Deferred folders to your Rejected folder.

Save changes

When finished making changes on the Selector Excludes screen, click Save or press <Alt><V>.

Save action required to preserve changes

Note: If you move to another screen, the system discards changes made since your last Save action. No warning message appears to alert you about unsaved changes.

Cancel changes

To cancel changes you have made, click Cancel or press <Alt><C>.

Apply criterion to records from one vendor or all vendors

Required setting for each criterion entered

In the Vendor column, open the list and select a vendor name or All Vendors.

Results

One vendor: Selection excludes matching records from the specified vendor only.
All vendors: Selection excludes matching records from all vendors.

Vendor setting required. If you do not choose either All Vendors or a vendor name, Selection displays an error message when you save the Excludes settings.

Exclude only one characteristic

After specifying the characteristic to exclude, In the Exclude column, select Only.

Exclude only multiple specific characteristics

1. Specify a characteristic: for example, a language, country, or material type.
2. In the Exclude column, select Only.
3. Click Save or press <Alt><V> to save the entry and add a new row of entry boxes.
4. Repeat steps 1--3 for each additional exclusion criterion.

Exclude all but one characteristic (all except one)

1. Specify a characteristic: for example, a language, country, or material type.
2. In the Exclude column, select All But.
3. Click Save or press <Alt><V> to save the entry.

Save to add boxes for more entries

Click Save or press <Alt><V>.

The system saves the entry and opens another row of text boxes.

Delete entry

In the Action column, click the Delete button for the entry you want to remove. Then click Save or press <Alt><V>.

Enter keyword or phrase

In the Keyword Or Phrase box, type the word or phrase to match. Limited to 20 characters, which includes spaces.

Keyword matching is not case-sensitive.

Match variations (right truncation)

To match variations of a word or phrase, type the beginning of the word or phrase followed by *.

You must enter at least 2 characters before the truncation symbol.

Example: truncated keywords

To match the words economics, economist, economy, etc. enter the keyword as: econom*

To match stock market or stock markets, enter the phrase as: stock market*

Specify fields and subfields

In the Tag(s) box, type a three-digit MARC tag or a range of tag numbers.

Subfields. Enter a single one-character subfield code. If you do not specify a subfield, the system searches all subfields.

Range of fields. Indicate ranges with hyphens.

Examples:All 5xx fields, enter 500-599
Whole record. Enter: 000-899.

Examples

Economist -- 260 field

Mexico -- 260a

Specify the MARC code for the language

In the Language column, click the question mark (?) to the right of the entry box. In the popup window (top left corner of the screen), click the name of the language to insert the code in the entry box.

Or type the code in the entry box.

Verify the meaning of a MARC language code

To check the meaning of a language code previously entered, hover the mouse pointer over the question mark (?) to the right of the code you want to check. A small popup window appears, showing both the code and its official meaning.

Exclude only one language (or multiple specific languages)

For each language, in the Exclude column, select Only.

To exclude other language(s), specify each as a separate entry.

Exclude all but one language

In the Exclude column, select All But.

View official LC code list and guidelines

In the title bar for the Language area, click the question mark button (?) next to the area label.

Specify the MARC code for the country

In the Country column, click the question mark (?) to the right of the entry box. In the popup window (top left corner of the screen), click the name of the country to insert the code in the entry box.

Or type the code in the entry box.

Verify the meaning of a MARC country code

To check the meaning of a country code previously entered, hover the mouse pointer over the question mark (?) to the right of the code you want to check. A small popup window appears, showing both the code and its official meaning.

Exclude only one country (or multiple specific countries)

For each country, in the Exclude column, select Only.

To exclude other countries, specify each as a separate entry.

Exclude all but one country

In the Exclude column, select All But.

View official LC code list and guidelines

In the title bar for the Country area, click the question mark button (?) next to the area label.

Specify the year or the range of years to exclude

In the Date or Date Range column, type one four-digit year or a range of years in the entry box.

• One year: nnnn (Example: 2002)
• Range of years: nnnn-nnnn (Example: 2000-2002)
• Single year and all following years: nnnn- (Example: 2002-)
• Single year and all preceding years: -nnnn (Example: 2002)

Exclude only one year or range

For each year or range, in the Exclude column, select Only.

To exclude other years or ranges, specify each as a separate entry.

Exclude all but one year or range

In the Exclude column, select All But.

Specify the code for the government publication type

In the Code column, click the question mark (?) to the right of the entry box. In the popup window (top left corner of the screen), click the type of government publication to insert the code in the entry box.

Or type the code in the entry box.

Verify the meaning of a MARC government publication type code

To check the meaning of a code previously entered, hover the mouse pointer over the question mark (?) to the right of the code you want to check. A small popup window appears, showing both the code and its official meaning.

Exclude only one publication type

For each publication type, in the Exclude column, select Only.

To exclude other types of government publications, specify each as a separate entry.

Exclude all but one type

In the Exclude column, select All But.

View code list and guidelines

In the title bar for the Government Publication area, click the question mark button (?) next to the area label.

Specify the material type

In the Format column, on the list of MARC formats, click the name of a format to insert the name in the entry box.

Exclude only one material type

For each material type, in the Exclude column, select Only.

To exclude other types of material, specify each as a separate entry.

Exclude all but one type

In the Exclude column, select All But.

Exclude all records from a specific vendor

In the Exclude all Vendor Records area, in the Vendor column, select the vendor whose records you want to exclude.
Note: To exclude all records from more than one vendor, click Save (or press <Alt><V>) to save changes and open a new entry box. Select another vendor .

Open Selection from Connexion welcome screen (click the Selection tab)

<Alt><;> (semicolon)

Log off

<Alt><O>

Selector tab

<Alt><L>

Preferences tab (Selector options)

<Alt><F>

Selector Excludes screen

<Alt><E>

Selector Preferences screen

<Alt><S>

Help

<Ctrl><Shift><H>

Top/bottom of screen (To first entry field/To last entry field)

<Ctrl><Home>

<Ctrl><End>

Print record, list, or any screen (Web browser print function).

<Ctrl><P>

Actions from folder list

View list or records in folder

<PgDn> or <PgUp>

Open record from list

Type item number in box; press <Enter>

Actions from displayed record

Select

<Alt><T>

Reject

<Alt><R>

Defer

<Alt><E>

Forward

<Alt><W>

Save

<Alt><V>

Cancel

<Alt><C>

Next Record

<Alt><N>

Previous Record

<Alt><P>

Back to List

<Alt><B>

Inbox

<Alt><I>

Selected

<Alt><S>

Forwarded to Me

<Alt><M>

Deferred

<Alt><D>

Rejected

<Alt><J>

Exported

<Alt><X>