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Recent enhancements to Connexion client

OCLC-MARC Bibliographic, Authority, and Holdings Formats Update 2012  (Completed: May 2012)

Changes related to the OCLC-MARC Bibliographic, Authority, and Holdings Formats Update 2012.  This includes MARC 21 Update No. 13 (dated September 2011), code list additions and changes published chiefly since August 2011, and other suggestions from WorldCat users and OCLC staff.  Many of these elements, including those from MARC 21 Update No. 13, are related to Resource Description and Access (RDA).  Among the points of interest :

  • Implementation of new subfield $0 (Authority Record Control Number or Standard Number) in fields 034 “Coded Cartographic Mathematical Data” and 043 (Geographic Area Code) in the Bibliographic and Authority Formats.
  • Implementation of new subfields $k (Language Code of Intermediate Translations), $m (Language Code of Original Accompanying Materials Other Than Librettos), and $n (Language Code of Original Libretto) in field 041 (Language Code) in the Bibliographic format.
  • Implementation of new First Indicator “7” (Other Edition Specified in Subfield $2) in fields 082 (Dewey Decimal Classification Number) and 083 (Additional Dewey Decimal Classification Number) in the Bibliographic and Authority Formats.
  • Implementation of new subfield $q (Assigning Agency) in field 084 (Other Classification Number) in the Bibliographic format.
  • Implementation of new fields 264 (Production, Publication, Distribution, Manufacture, and Copyright Notice), 344 (Sound Characteristics), 345 (Projection Characteristics of Moving Image), 346 (Video Characteristics), 347 (Digital File Characteristics), and 377 (Associated Language) in the Bibliographic format.
  • Implementation of new subfields $j (Generation), $k (Layout), $m (Book Format), $n (Font Size), $o (Polarity), $0 (Authority Record Control Number or Standard Number), and $2 (Source) in field 340 (Physical Medium) in the Bibliographic format.
  • Implementation of new fields 368 (Other Corporate Body Attributes) and 378 (Fuller Form of Personal Name) in the Authority format .
  • Implementation of new subfield $l (Language term) in field 377 (Associated Language) in the Authority format.
  • Implementation of new indicators and new subfields $b (Soloist), $d (Doubling Instrument), $n (Number of Performers of the Same Medium), $p (Alternative Medium of Performance), $s (Total Number of Performers), and $v (Note) in field 382 (Medium of Performance) in the Bibliographic and Authority formats.
  • Implementation of new subfields $d (Thematic Index Code), $e (Publisher Associated with Serial or Opus Number), and $2 (Source Code) in field 383 (Numeric Designation of Musical Work) in the Bibliographic and Authority formats

OCLC Technical Bulletin 261 contains more information.





Connexion client version 2.40  (Completed: March 2012)

Connexion client version 2.40 is now available for downloadYou will be required to upgrade to version 2.40 by October 1, 2012. An upgrade warning message will begin appearing when you start version 2.10, 2.20, or 2.30 beginning in early August 2012.  View the upgrade instructions before installing version 2.40. 

To install the client on Windows XlP, an account with administrative rights is required.  To help prevent installation problems with Windows Vista, 7 and 8, right-click the file you downloaded and click Run as Administrator.

If you have Windows 7 Professional (64-bit), Windows 7 Enterprise (32-bit) or other newer versions, you may need to move your \macro directory after upgrading or installing version 2.40 of the client. Please see the notes for macro users.

Version 2.40 will include the following enhancements which were discussed in a Webinar on April 12, 2012; view the recording here.

  • Classify:  Use a new command Classify on the Edit menu to automatically supply a Dewey or Library of Congress classification number in a displayed record for a book, DVD, CD, or other material type in a field you specify. The new command uses the prototype, FRBR-based Classify Web service to provide a classification number from a WorldCat record with a matching standard number in this order: OCLC number, ISBN, ISSN, UPC, LCCN.
  • RDA workforms:  Set an option in the client using Tools > Options > RDA tab (formerly the RDA Toolkit tab) to use RDA versions of the existing AACR2 workforms to create records. Set the option separately for bibliographic and/or authority workforms. Existing workforms open by default when you create new records unless you set the RDA workform option(s).
  • RDA Toolkit IP authentication:  Select new Use IP authentication option to link to RDA Toolkit without having to enter your RDA Toolkit username and password in Connexion.
  • Insert from Cited Record:  Using the Insert from Cited Record command on the edit menu for the appropriate field, you can insert series added entry fields 800, 810, 811, and 830 from cited records in addition to inserting linked entry fields 760 to 787. The added entry fields let you relate a volume in a series to the series, for example.
  • 264 field in WorldCat search results:  Record descriptions in a brief or truncated list of WorldCat search results include data from the 264 field, if present in the record and if no field 260, 261, or 262 is present. Field 264 contains RDA production, publication, distribution, and manufacture information.   
  • MARC Update 2011 changes: New indexes are added to the drop-down index lists in search and/or browse windows, as appropriate.  For details, see Technical Bulletin 260: OCLC-MARC Format Update 2011.  Language names are updated in:
    • The “Language” and “Language of Cataloging” drop-down lists in the Search WorldCat window
    • The “Language” drop-down list in the Search Online Heritage Printed Book (HPB) Database (if the HPB menu is activated in Tools > Options > Heritage Printed Book tab).
  • Macro changes: 
    • A new macro command is available -- GetClassNumber -- for the new Edit > Classify functionality.
    • Two new OCLC-supplied macros are available in the OCLC.mbk macro book:
      • ClearELvl3Workform—This macro clears candidate fields from an encoding level 3 bibliographic record and replaces them with workform prompts. The prompts are a blend of two sets of workforms—AACR2 versus RDA.
      • GenerateERecord—This macro creates a workform to represent an online version of an item based on the print, microform, or another format version of a bibliographic record for the same title.  (Note: The GenerateERecord macro replaces the following two OCLC macros: GenerateESerial and GenerateESerialCONSER.)
  • GLIMIR:  Set an option to show search results in GLIMIR ( Global Library Manifestation Identifie r) clusters of WorldCat bibliographic records that have different languages of cataloging for the same work (called “parallel” records). For each cluster, GLIMIR search results show the number of records that your library holds, the total number of holdings, and the total number of records. GLIMIR clusters make it easier to identify and select the exact record you need for cataloging. In the client only, you can also show the GLIMIR cluster for any displayed bibliographic record by using a new menu item Cataloging >  Show > All GLIMIR Cluster Records. WARNING: Please do not select the GLIMIR option at this time.  Many records in WorldCat do not yet contain GLIMIR information. OCLC will announce when this option is available for use.
  • Problem resolution: Resolutions to reported problems as noted in the Known Problems document.

Connexion client 2.30:  If you did not previously upgrade to version 2.30, be aware of the following additional enhancements that version 2.30 provided.  These enhancements were discussed in a Webinar on April 20, 2011; view the recording here.

  • Links to RDA Toolkit
    • Connexion users who subscribe to  RDA Toolkit are able to link from a displayed bibliographic or authority record to RDA Toolkit.
    • When you select Tools > RDA Toolkit, RDA Toolkit opens in a browser window and displays the RDA content associated with the specific MARC field.
    • A subscription to RDA Toolkit is required to use this feature. Subscribers can enter their authorization and password in a new tab called RDA Toolkit [now called RDA in version 2.40] in Tools/Options. If you do not know your RDA Toolkit subscription user name and password please contact rdatoolkit@ala.org. If you are interested in information about a subscription to RDA Toolkit, please visit www.rdatoolkit.org/subscribe.
  • Display of 029 fields changed to the bottom of records
    • 029 fields are relocated to the bottom of displayed bibliographic records.
    • The 029 field remains at the top of the record when exported.
  • Language of Cataloging Limiter in Search WorldCat dialog
    • Users can limit WorldCat searches by language of cataloging by selecting a language from a dropdown in the Search WorldCat dialog. The limiter can be checked or un-checked as needed. It is retained until changed.
    • The language of cataloging limiter applies to the Command Line and Keyword/Numeric areas of the Search WorldCat dialog and the quick tool search on the toolbar.
  • Language of Cataloging display in search results
    • A CatL column is added to the Column Settings list in the local bibliographic save file search results.
    • The language of cataloging displays in local file and WorldCat truncated lists by default.
  • Increase in the number of batch searches to download from 100 to 150
    • In the Tools/Options/Batch tab, the Maximum Number of Matches to Download is now 150.
  • Option to allow export of workforms
    • Users can explicitly turn on an option to export workforms before the records are added to WorldCat or the Authority File.
    • A new checkbox called Allow export of workforms is added to the Tools/Options/Export tab. The setting defaults to unchecked. If checked, the Action/Export command is enabled if the active record is a workform.
  • New export/import support for MARCXML
    • In Tools/Options/Export/Record Characteristics select MARCXML as the Record Standard.
    • In File/Import Records/Record Characteristics select MARCXML as the Record Standard.
  • Changes related to recent MARC Updates
    • Several language names are added to the Search WorldCat dialog dropdowns.
    • Additional indexes are in the appropriate search and/or browse drop down lists in the search dialogs for WorldCat and Authorities.
    • A new element for Fixed Field and 006 Form of item is in the Computer File workform. 
    • For additional information see the MARC Update Technical Bulletins: TB255, TB257, TB258.
  • Sorting changes
    • In the 6xx field range, subject headings in 600-651 will sort first followed by other 6xx fields in tag order. In the 7xx field range, added entries in 700-740 will sort with personal names first (fields 700, 790, 796), followed by corporate and meeting names (fields 710, 711, 791, 792, 797, 798), followed by uniform titles third (fields 730, 793, 799).  Remaining 7xx fields including 760-787 linking fields will sort in order by tag.  In the 8xx field range, series entries will sort first (fields 800, 810, 811, 830), followed by fields in the 840-879 range as input, followed by other 8xx fields in tag order.
  • Macro changes
    • A new macro command is available, InsertFromCitedRecord.
    • There are changes to OCLC-supplied macros:
      • The OCLC macro book (OCLC.mbk) has a new macro Add33x, which will add fields 336, 337, and 338 in an RDA record via a menu.
      • Existing macros Add& Edit007, AddAuthority6xx, AddSerialNotes, Generate891 reflect changes to the MARC format.
      • New 007 codes have been defined for Kit, Notated Music, Text, and Unspecified and are in the revised Add&Edit007 macro.
  • Authority Control
    • Users have the ability to control Library of Congress (LC) Genre headings tagged 655 with second indicator 7 and with the code lcgft in subfield 2.
    • Users can no longer control headings tagged 6XX with second indicator 4.
  • Connexion digital import (Attach digital content)
    • Collection list fully expands so the entire CONTENTdm collection title is visible.
    • Collection list “remembers” and pre-selects the last collection used with a record.
    • File selection now defaults to “all files."

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Changes to controlling headings  (Completed: February 2012)

The following applies to all currently supported versions of Connexion client (versions 2.10, 2.20, and 2.30).  For Edit > Control Headings > All: The system

  • Uncontrols incorrectly controlled headings (descriptive name headings and/or subject headings).
  • Automatically checks for an updated version of the heading text and updates the text if needed.
  • Automatically updates a previously fully or partially controlled heading with punctuation-only changes.
  • Automatically re-evaluates some types of partially controlled headings and attempts to fully control them.




Authority Control Enhancements

  (Completed: August 2011)

The following enhancements are available to users of both the Windows-based Connexion client and the Web-based Connexion browser.

  • Changes to automatically add a closing date and insert the controlled heading into the bibliographic record when attempting to control a personal name tagged as a 100, 600, 700, and 800.   Technical Bulletin 259 has been revised to include additional information for the personal name date expansion.
  • Other controlling changes include the reduction of unexpected automatic subfield flips and the resolution of selected known punctuation problems.  Examples of resolved known problems include:
    • Resolution of incorrect deletion of an exclamation mark (!) or question mark (?) when followed by ; $o arr.
    • Resolution of the incorrect deletion of a period that is part of an abbreviation preceding $v
    • Resolution of the incorrect handling of punctuation for uniform title headings when $n follows a closing parenthesis

These changes were discussed in a Webinar on August 18, 2011; view the recording here.





NACO/Enhance expansion  (Completed: August 2011)

In cooperation with the Program for Cooperative Cataloging (PCC), OCLC has expanded the capabilities of OCLC participants with NACO authorizations.  Individuals with NACO authorizations, along with those with National Level CONSER and National Level Enhance authorizations, which already include NACO capabilities, are now able to edit and replace BIBCO records (non-serial records with 042 code “pcc”).  Creation of new BIBCO records and authentication of existing non-BIBCO records (i.e., adding 042 code “pcc”) will continue to be restricted to those with National Level Enhance authorizations in their specified formats.  OCLC will be working with NACO participants to familiarize them with their new capabilities.

OCLC-MARC Bibliographic, Authority, and Holdings Formats Update 2011   (Completed: August 2011)

OCLC implemented the changes related to the OCLC-MARC Bibliographic, Authority, and Holdings Formats Update 2011.   This includes MARC 21 Update No. 12 (dated October 2010), elements from other recent MARC 21 Updates whose implementations had been postponed, code list additions and changes published chiefly since May 2010, and other suggestions from WorldCat users and OCLC staff.   Many of these elements, including those from MARC 21 Update No. 12, are related to Resource Description and Access (RDA).

Among the points of interest:

  • Definition of a new “Descriptive Cataloging Form” (Leader/18; OCLC Fixed Field:   Desc) value “c” indicating “ISBD Punctuation Omitted” in the Bibliographic Format.
  • Implementation of four additional 007 fields (“Physical Description Fixed Fields”) for Kit, Notated Music, Text, and Unspecified, in the Bibliographic and Holdings Formats.
  • Implementation of a new fixed field element in the Computer File format, “Form of Item” (Computer File 008/23 and 006/06; OCLC Fixed Field:   Form) in the Bibliographic Format.
  • Implementation of a new subfield $3 “Materials Specified” in field 034 “Coded Cartographic Mathematical Data” in the Bibliographic and Authority Formats.
  • Implementation of a new subfield $u “Uniform Resource Identifier” in field 561 “Ownership and Custodial History” in the Bibliographic and Holdings Formats.
  • Implementation of a new subfield $i “Relationship Information” in OCLC-defined 79X “Local Added Entry” fields in the Bibliographic Format.
  • Implementation of a new subfield $5 “Institution to Which Field Applies” in Series Added Entry fields 800, 810, 811, and 830 in the Bibliographic Format.
  • Implementation of three new Bibliographic indexes:   Date Created as MARC (“dm:”), Entity Attributes (“en:”), and Physical Description (“p3:”).   Two additional new Bibliographic indexes will be implemented later in 2011:   Provenance (“pv:”) and Name and Title (“nx=”).   All of these new indexes and other indexing changes described in Technical Bulletin 260 will gradually become apparent as WorldCat is reindexed over the next few months.

See  Technical Bulletin 260 for more information.





Authority Control Enhancements

  (Completed: May 2011)

The following enhancements are available to users of both the Windows-based Connexion client and the Web-based Connexion browser.

  • Changes to punctuation; resulting in the ability to correctly control many more types of headings, including music uniform titles.
  • Changes to restrict automatic tag flips when controlling.
  • Changes to enable the ability to easily control many reported ‘uncontrollable’ heading.
  • Changes that now include the inclusion of candidate non-script headings when attempting to ‘control all’ headings in a bibliographic records.
  • Changes to enable the controlling of genre authority records pending the distribution of the records by the Library of Congress (Note: requires Connexion browser or Connexion client version 2.30; not available in Connexion client versions 2.10 or 2.20).

Technical Bulletin 259 provides additional information.

These enhancements were discussed in a Webinar on April 20, 2011; view the recording here.





For details about these enhancements, log on to Connexion and search Connexion News. A link to News appears on the View menu. To list enhancements, choose the category "System Updates" on the News search screen.

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