Client documentation: Cataloging

Quick References

• Connexion Client Cataloging Quick Reference
  Other version:
  en español
  Basic instructions for most cataloging functions in the client. Also lists default keystroke shortcuts and toolbar buttons.
  
• Connexion: Searching WorldCat Quick Reference
  Other version:
  en español (Word or PDF)
  Summary of techniques, indexes, and examples for searching WorldCat using the Connexion client or browser.
  
• OCLC Cataloging Authorization Levels
  Hierarchy of OCLC authorizations. List of actions authorized for each level. Types of master record updates authorized for Full and higher.
  
• Import Records from OCLC Services and Resolve Batch Records in Connexion
  Download records from OCLC Product Services Web; import into Connexion; and process unresolved batchload records.
  
• Connexion Client: Connexion Digital Import
  Attach digital files to WorldCat records and upload the files into CONTENTdm

Searching WorldCat

• Search WorldCat
  Other version:
  en español (Word or PDF)
  Search or browse WorldCat interactively or via batch processing.
  
• See also a complete index guide for searching:
  Searching WorldCat Indexes
  Other version:
  en español (Word or PDF)
  
• Short video demos
  • More indexes (how to display all search indexes)
  • Customize indexes (how to customize the short list of search indexes)
    
    System requirements for video demos are below.

Create and edit records

• Create Bibliographic Records
  Other version:
  Word or PDF en español
  Use workform templates or derive new records from existing records.
  
• Edit Bibliographic Records
  Use editing techniques and shortcuts.
  
• Take Actions on Bibliographic Records
  Take final actions on records interactively or via batch processing.
  
• Use Bibliographic Constant Data
  Other version:
  en español (Word or PDF)
  Create and apply online and local constant data records to insert often used content in records.
  
• Use Authority Control for Bibliographic Records
  Control headings in bibliographic records to comply with Library of Congress authority records.
  
• Save Bibliographic Records
  Use online and local bibliographic save files.
  
• Use SCIPIO Records
  Records in SCIPIO: Art and Rare Book Sales Catalogs, describe art auction and rare book catalogs for sales dating back to the late 16th century.
  
• SCIPIO Cataloging Formats and Standards
  (For SCIPIO catalogers only)
  
• Use Bibliographic Institution Records
  Bibliographic institution records (IRs) attached to master records in WorldCat preserve local data that other catalogers can use.

Import and export records

• Export or Import Bibliographic Records
  Export records from WorldCat or import records into Connexion.

Batch processing overview

• Batch Processing in the Client: Overview
  Basic instructions for batch processing searches and actions in the client for both bibliographic and authority records.

International cataloging

• Use Non-Latin Scripts for Cataloging
  Use non-Latin scripts supported for cataloging, including Arabic, Chinese, Cyrillic, Greek, Hebrew, Japanese, Korean, Tamil, and Thai.

Labels, accessions list, and cataloging cards

• Print Labels and Accessions Lists
  Print labels or accessions lists.
  
• Short video demo
  • Save labels to a file
    
    System requirements for video demos are below.
    
• OCLC Catalog Cards
  Produce catalog cards (formerly chapter 7 of Cataloging User Guide, now obsolete).

Note

• Client guides on the Web and client online Help contain the same content.

Connexion client glossary

Glosario en español

Related documentation

• Bibliographic Formats and Standards
  Tagging conventions, input standards and guidelines for WorldCat records.
  
• WorldCat and Cataloging documentation
  Overview of documentation related to WorldCat cataloging.
  
• WorldCat Quality Control information
  Links to quality control information.
• Dewey documentation
  Links to the WebDewey and Abridged WebDewey User Guides and instructions for using Dewey user notes.
• Cataloging Electronic Resources: OCLC-MARC Coding Guidelines
  Guidelines for creating records in WorldCat.
• OCLC-MARC Records
  Record structure, character sets, and exchange media formatting for OCLC-MARC records on magnetic tape, via electronic file transfer and via export. Also provides a list of content designators and their names.
• Enhance training outline
  Overview of the Enhance process and related mechanics, workflow, requirements, policies, practices, control and communication.

Technical bulletins

• Technical Bulletin 260: OCLC-MARC Format Update 2011
• Technical Bulletin 259: Authorities System Changes
• Technical Bulletin 258: OCLC-MARC Format Update 2010 including RDA Changes
• Technical Bulletin 257: OCLC-MARC Format Update 2009
• Technical Bulletin 256: Abbreviated-Level Record Guidelines
• Technical Bulletin 255: OCLC-MARC Format Update 2008