Connexion client problems and troubleshooting

Last revised: December 14, 2017

Problems are organized by type of functionality. Click a link for the type of problem(s) you want to see. Functions with no current problems are noted.

Customized settings are lost

Upgrading the client or your operating system



Constant data

Saving records (none listed)


Creating records (none listed)

Importing (none listed)

Taking actions

Labels (none listed)

Batch processing (none listed)

Controlling headings

Transliteration, diacritics, non-Latin scripts

Macros (none listed)



Click a link to see problems resolved in the most recent client versions:

Problems resolved in version 2.51

Problems resolved in version 2.40

Problems resolved with system installations

Problems resolved in version 2.30

Problems resolved in versions 2.00, 2.10, and 2.20

Current known problems

Customized settings are lost

There are several possible causes for the corruption of files containing customized settings:

  • An application, process, or Windows itself shut down abnormally during a file write operation.
    This usually happens when something goes wrong while the file is being saved. The problem could be internet connectivity if the program is signed in to a service, or your computer suddenly loses power. Other problems include network issues, available computer resources, another running app or unstable process. If any of these things interrupt the process of writing to the file, the entire file may not be written or the hard drive “table of contents” does not get updated.
  • A physical hard drive is fragmented.
    This only applies to physical hard drives. Solid state drives are not affected. A fragmented hard drive creates more pieces in which the options.xml file will be stored. If the disk is defragmented, and the file can be stored in contiguous clusters, the write time to put the file back is reduced.
  • Antivirus software
    Occasionally, antivirus software will register a false positive on the options.xml file, deleting it when the client closes and releases the file.
  • Windows folder redirection is storing all AppData settings on a shared network
    Under certain circumstances, having the AppData settings on a shared network will cause an individual user’s options.xml file to be deleted each time they close and reopen the client.

If you are having problems with losing your customized settings, please contact OCLC customer support for help.

Upgrading the client or your operating system

False “Unidentified publisher” system warning in Windows Vista and Windows 7 at startup of client 2.30 and 2.40

If you use version 2.30 or 2.40 of the Connexion client in Windows Vista or Windows 7, you receive the following Windows User Account Control (UAC) system warning each time you start the client:

An unidentified program wants access to your computer.


Unidentified publisher

"C:\Program files\OCLC\Program\Connex.exe"

This warning is a false alarm that you can safely ignore. In the warning screen, simply click Allow (in Windows Vista) or Yes (in Windows 7). The client will open and run as expected.

The warning is for applications that are not digitally signed. It is not relevant to the Connexion client, which has never included a digital signature. Versions 2.30 and 2.40 of the client software includes a “manifest” that sets user account permissions to the highest possible access without requiring Administrator-level privileges. The manifest inadvertently triggers Windows to issue this false-alarm warning when you start the client.

(Added 04/21/2011; updated 04/10/2012)

You may be denied access to OCLC files after you upgrade, preventing you from running the client

You may receive an "Access denied" error the first time you run the client after installing. The error message lists a file starting in the X:\Program Files\OCLC\Connexion\Program folder and may list others. Access may be denied to the following files, among others:

  • UpdateVersion.xml
  • InstallCustomAction.InstallState
  • AppUpdate.log

To run the client in the users group, follow this one-time procedure:

  1. Log on to your workstation as Administrator.
  2. Add the User to the Administrators group.
  3. Log on as the User.
  4. Start the client. A series of progress bars will appear. When the progress bars finish processing, the client will open.
  5. Remove the User from the Administrators group.
  6. Log on as the User. Restart the client. You do not have to repeat this procedure.

(Added 09/29/2006)

During upgrade, installation fails; you are asked for Connexion.msi path

In some cases, the upgrade installation may fail with a message asking the path to your Connexion.msi file. Please contact OCLC Customer Support for help in resolving this problem:

  • E-mail:
  • Telephone: 1-800-848-5800 (USA) or +1-614-793-8682

    Available: 7:00 a.m. to 9:00 p.m., U.S. Eastern time, Monday–Friday

    (Updated 04/11/2011

The installation program may re-run the first time you open the client after installing the client-only software

If this problem occurs, it happens only the first time you run the new version. The problem does not affect the client's performance.

(Added 02/11/2008)

The first time you use the client shortcut icon () on the desktop to open the client after upgrading, you may get an error that prevents the shortcut from working

This problem may occur only for those who use Windows XP or Vista and run the client under a User security level. If this happens, create a new shortcut and delete the non-functional one:

  1. Navigate to the Connex.exe file in X:\Program Files\OCLC\Connexion\Program\ (X = the letter of your hard drive).
  2. Right-click the Connex.exe file, and then click Create Shortcut.
  3. Drag the shortcut to the desktop. It becomes an icon.
  4. Right-click the original shortcut icon that did not work and click Delete to remove it from the desktop.

    Tip: To shorten or change the name of the icon you created, single-click the text attached to the icon, and then single-click again to select and edit the text.

(Added 02/11/2008)

If you do not uninstall the client before upgrading, changing the "Install for everyone or just for you" setting during upgrade makes the client inoperable

Please note that OCLC recommends uninstalling before you upgrade to prevent possible problems like this one.

When you upgrade the client without first uninstalling, in the window where you select an option to install for everyone who uses the workstation or just for you, you must select the same option you selected during your original installation. If you don't and the client becomes inoperable, you must uninstall and re-install the new version.

To determine which selection you made for the original client installation, check the location of the OCLC Connexion client desktop shortcut:

  • If you selected installation for you only, OCLC Connexion Client is listed in X:\Documents and Settings\[ your username] \Desktop, where X = the letter of your hard drive.
  • If you selected installation for everyone, OCLC Connexion Client is listed in X:\Documents and Settings\All Users\Desktop.

( Added 02/11/2008)

The client may be missing the graphical diacritics and special characters selection box after you upgrade if you did not uninstall the previous client version

The Enter Diacritics and Special Characters window ( Edit > Enter Diacritics) has both pictures of diacritics and characters and a drop-down list of their names, from either of which you can choose a character to enter in a record or a search. If you are missing the graphics in this window, close the client and all open programs, and then close down and re-start your workstation. ( Note: Even when the graphics are missing, you can still select a character from the list.)

(Added 02/11/2008)

An OCLC Gateway export destination you set up before upgrading may not work after upgrading if you did not uninstall the previous client version

If you set up an OCLC Gateway export destination in a previous version of the client, but export does not behave as expected after you upgrade, check or reset options in Tools > Options > Export:

  1. In the Export tab, select the OCLC Gateway export by name in the Destinations list and click Edit.
  2. In the OCLC Gateway Export - Local System Settings window, check and correct settings if needed.

(Added 02/11/2008)

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Change to heading appearance of headings in a browse list when the ending punctuation of the heading is different

As part of the Connexion install, changes have been made to authorities indexing.  These include the resolution of the longstanding problem that resulted in misleading subfield codes:

“Occasionally, a heading appears in browse results with a subfield code that is misleading. However, when you view the record, the subfield code that appears in the results list is not present in the record.
An example of this is browsing the LCSH index for the heading Noah's Ark.  In the root index, the heading is presented as $t Noah's Ark; however, when you view the record, the heading Noah's Ark appears in $a, not $t. There is only a single subject authority record for Noah's ark, in which the heading appears only in $a (LCCN sh 85092133). But the text Noah's ark appears in $t in 9 other authority records.”

However, as part of the new indexing, users will find a change in the appearance of headings in a browse list when the ending punctuation of the heading is different. This change to indexing results in multiple listings: 


Poe, Edgar Allan, $d 1809-1849  1 record
Poe, Edgar Allan, $d 1809-1849. 2 records
Poe, Edgar  Allan, $d 1809-1849  $c (Spirit)  1 record


Poe, Edgar Allan, $d 1809-1849  
E1.[100]  1 record
E2.[700] 1 record
E3.$t Fall of the house of Usher [500] 1 record
E4.$ Gold bug [100]   1 record

In the Expanded list, both the [100] and [700] relate to the first record in the Root list, and E3 and E4, that have a period prior to the $t are represented in the second entry in the root list that contains a period at the end of the $a.

Staffs are continuing to investigate options to resolve this problem without removing other marks of punctuation including hyphens associated with open dates for personal names, closing parentheses, etc.


Connexion sorts words that include diacritics out of order in WorldCat derived and keyword search results
(Partly resolved with system changes November 2005 - resolved for derived search results only)

When WorldCat derived and keyword search results include words with diacritics, the records sort out of sequence with words that do not have diacritics, whether you use the client or the browser interface.


  • A personal name derived search for lutz,m, results in the following order of records retrieved: Lutzki, Moses, Lutzky, M. , Lutzky, Morton, Lütze, Max, Lützeler, Marga.
  • A personal name keyword search for lutz, m* returns Lutz, Madeleine, Lütz, Manfred, and Lutz, Marcel, bu t Lütz, Manfred incorrectly appears first in the sequence.

Workarounds: (1) In the client only, you can click the column heading in the list to re-sort, although the re-sort is not always 100% correct, or (2) in the client or browser, browse (scan an index) for the term instead–Connexion normalizes the headings by removing the diacritics, so the results display correctly.

(Added 08/22/2005)

Incorrect record counts in browse results for authority records

Browse results for authority records display headings and record counts from a list that the system does not update immediately when authority records are added or replaced. In the past, updates were immediate but caused an adverse effect on overall system response time. This was formerly a problem with WorldCat search results. OCLC is working on database architecture and indexing to overcome this problem for authority browse results, while balancing the need to provide reasonable system response time for searching.

(Added 02/02/2006)

Caution: Copying and pasting browse terms that contain diacritics to browse the LC authority file may prevent Connexion from normalizing results correctly

If you paste terms that contain diacritics into the client from another program or file to browse the LC names and subjects authority file, Connexion may not be able to normalize the results correctly.

(Added 08/22/2005)

Caution: Whether to retain or omit a comma in a browse term for the LC names and subjects authority file depends on the index you browse

Retain a comma in a term you use to browse the LC authority file only when you browse the personal name index and the topical index. Exclude a comma from a term when you browse the LCSH index.

Example: Browse for authors, english in the topicals index. Browse for authors english in the LCSH index.

(Added 08/22/2005)

Searching authority records for headings that contain the percent (%) symbol

Do not use the % symbol when searching the authority file. In some cases, keyword searches that includes the percent (%) symbol may result in an error message.

(Added 07/23/2009)

Browsing authority records for personal names that have abbreviations followed by periods requires special treatment

Substitute a space for the period in a personal name that contains an abbreviation followed by a period.

Example: Enter sca pn:L , Harry. Do not enter L., Harry or L, Harry.
(Added 12/17/2008)

Internet Resources appear under Books in the group list, but actually are correctly retrieved by your search

Currently, records that meet specific requirements (presence of 856 with appropriate indicators) are given the primary document type of Internet Resources, but Connexion group lists do not yet include Internet Resources as a separate group heading. Instead, Internet resource records are included under Books in group lists, regardless of how the fixed field is coded. These groupings are for display purposes only, and reflect the actual format of the records, except for the inclusion of these Internet resources in any format.

For example, the search pb:naxos and hl:trios and mt:rec retrieves records for streaming video that are grouped under the Books format, even though the records are in the sound recordings format, with 006 fields for electronic resource/computer files, an 007 for sound recordings, and an 007 for the computer file.

OCLC is working on resolving this situation. For now, you can limit a search to non-Internet items ( not mt:url) to retrieve and display non-Internet items under the "correct" format heading in a group list. If you intend to retrieve both Internet and non-Internet items, be aware that any Internet resource records that match the search will be found under the Books format if you get a WorldCat group list.

(Added 12/16/2005)

The first time you display a WorldCat record using a new user profile, the record window is not maximized in the client window.

The first WorldCat record displayed using a new user profile is a truncated view in the upper left part of the work area in the client window. To maximize the record window, use Window, Tile Vertically or Tile Horizontally.

(Added 06/14/2006)

CJK script searches enclosed in double quotation marks are not working correctly

Enclosing a WorldCat search string in quotation marks ( "[search string"]) retrieves only records containing the exact search string matched character by character. Currently, however, if the search string is a CJK script string, the results include both records containing the exact string (correct) and records containing each character in the string (treated as a word) (incorrect).

(Added 03/08/2007)

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Overwrite/insert editing mode changes incorrectly

Sometimes the editing mode shifts incorrectly in the client from overwrite to insert or vice versa. So far, the cause, circumstances, and frequency of this problem are undetermined.

Highlight with mouse from right to left to delete a field may shift data in next field

Has been added as a "Caution" to client documentation and Help.

(Updated 12/19/2005)

Edit a record, then save it, and then lock the record. Your edits are lost.

The client gives no warning but does not retain your edits in this workflow scenario.

(Added 12/14/2006)

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Constant data

Save constant data from the local save file to the online save file fails if online record already has a record with the same name

Has been added as a "Caution" to client documentation and Help in Cataloging/ Use Bibliographic Constant Data, "Create, edit, or delete bibliographic constant data."

(Updated 12/19/2005)

For online constant data (CD) only, diacritics and special characters in CD name and CD My Status cause errors

Has been added as a "Caution" to client documentation and Help in the same topic specified in the known problem directly above. The cautionary note has a list of the characters that cause errors.

(Updated 12/14/2006)

250 field in Constant Data overwrites existing 250 field when applied

The client does not recognize that the 250 field is repeatable. As a result, a 250 field in a constant data record will overwrite an existing 250 field when constant data is applied to bibliographic record.

Workaround: Enter the text you want to add to the 250 field in a tag that is not often used, and then change the tag number to 250 after you apply constant data.

(Added 03/11/2016)

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Saving records


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Validation set to None may have implications for offline services

If you have validation set to None for setting holdings (Tools > Options > General / Validation Options), invalid characters in records will not produce an error message when you update holdings on an existing record or delete your holdings. However, the system will convert invalid characters to fill characters in your archive files.

(Added 11/13/2005)

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Creating records


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Importing records


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Taking actions

Inappropriate message may appear when exporting authority records

On occasion, you may receive the following message when you export authority records: "This main entry exists in another authority record: LCCN=n ######## ARN=oca########." You receive the message as a result of a process that normalizes the main entry to help reduce duplicate records. Currently, tags are not considered in the normalization process.

The message occurs when you validate the record (Edit, Validate) before exporting or when you have the validation level set to "Full" in the Tools, Options, General tab (click Validation Level Options).

If you used Edit, Validate, you can go ahead and export with no problem. If you have the validation level set to "Full," change it to "Basic" and then export the record.

(Updated 12/19/2005)

False error message may result from system duplicate detection when new authority records are added or master records are replaced

The system uses NACO Normalization rules to match the 1XX heading of any record you want to add or replace against the 1XX and 4XX name headings to detect duplicates. However, the system incorrectly ignores the first comma in subfield a, which results in an incorrect validation error message— This main entry exists in another authority record: LCCN=xx xxxxx ARN=ocaxxxxx. If you receive this message as a result of this problem, and the new/replace heading is not a duplicate, click OK to close the message, and simply re-issue the Add or Replace command to successfully add or replace the record.

(Added 06/14/2006)

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Batch processing


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Controlling headings

Space required between subfield delimiter and heading text in version 2.63

Client version 2.63 requires a space between other characters in the text of the field and the subfield delimiter to control a heading. The move to support all Unicode characters has changed the behavior of Latin Letter Aveolar (U+01C2) that the client uses for the delimiter symbol. Reformatting the record before you control headings adds the spaces automatically.

(Added 2/09/2017)

Spaces required before and after any subfield delimiter/code combinations

An unintended change in behavior impacting controlling has been found when controlling headings, which requires users to enter spaces before and after any subfield delimiter/code combinations. If spaces are not added, it will result in the presentation of the control heading window and a message indicating that no matching authority records were found. To ensure controlling works as desired, please add spaces before and after subfield delimiter/code combinations. In previous versions of the Client, no spaces were required between the text of the heading and the subfield delimiter/code; OCLC staff are investigating the unintended change in behavior to determine how and when the problem can be resolved.

(Added 1/27/2017)

Headings seem controllable but cannot insert them into bibliographic record

There are situations in which headings are presented as controllable, but when a user attempts to insert them the heading is not successfully inserted into the bibliographic record.  An example of this is when attempting to control the heading: 

600 10  Mah, Stuart $v Correspondence.

The following headings are presented in the Control Headings window:
Mah, Stuart ǂt Correspondence >> Mah, Stuart. ǂt Correspondence. [600 Partially-controlled]
Mah, Stuart ǂv Correspondence >> Mah, Stuart ǂv Correspondence. [600 Fully-controlled]
Mah, Stuart. [600]
ǂv Correspondence [Subdivision record]

Both headings are presented with the option to either Modify Heading or Insert Heading. But at this time, if a user attempts to insert the heading, other pages are presented but the user cannot successfully insert the heading.

The workaround for this problem is:

In the display window, one of your options is the name heading alone, without subdivisions.

Mah, Stuart. [600]

Click the Modify Heading button.

In the window, you should then see your subfield $v "Correspondence". Click the Append to Heading button beside it. The string is now formatted correctly:

Modified Heading:  600 10  Mah, Stuart $v Correspondence.

Click the Insert Heading button to insert the controlled heading into the bibliographic record.

(Updated 03/04/2014)

Punctuation: After controlling a heading, the punctuation in the controlled heading differs from the punctuation entered, and/or from the punctuation present in the authority record. (REVISED)

Revised following system installation 05/15/2011. When controlling headings, the system matches headings against the authority file. This matching process invokes a normalization process, which collapses all punctuation and spaces, removes subfield delimiters and codes, and is not case sensitive.


If punctuation is incorrectly altered when you control a heading, uncontrol the heading, correct the punctuation, and leave the heading uncontrolled. See more information in Technical Bulletin 259R, Authorities System Changes about new punctuation rules for controlling headings.

A note about incorrect punctuation in the authority record. The following is a new recommendation:

  • If the authority record is not punctuated correctly, then the controlled heading in the bibliographic record will contain the same incorrect punctuation.
  • In this case, OCLC prefers that you control the heading that contains the incorrect punctuation and then report the incorrectly punctuated authority record to

(Revised 05/15/2011)

Series headings

Currently, only series headings coded as 8xx are candidates for controlling. While series headings are access points, the primary function of the 4xx fields is to reflect the transcription of series statement on an item, and secondarily to provide access as a series added entry. Currently, if 440 fields were controlled, the 'correct' 440 heading text could be incorrectly changed to the new heading in the authority record. This would result in the loss of the field's primary function of transcribing the series statement as found on the item.

(Added 10/25/2007)

Series headings in 8XX fields

Although 8XX fields are controllable, if an authority record does not exist for the title part of a series name title heading in fields 800, 810, 811, or 83X, and you try to partially control the heading (in addition to leaving the $v uncontrolled), the tag automatically flips from 8XX to 7XX.

(Added 10/25/2007)

Cannot control headings when the main heading and subdivision are the same

You cannot control a heading that repeats the same text as main heading and subdivision, as in the following example:

Example: 650 [blank] 0 History $x Study and teaching (Higher) $z Poland $x History

Currently, there is no workaround. You must leave headings uncontrolled when the main heading and subdivision are the same text.

Bibliographic record contains "controlled" 6xx headings with second indicators other than 0

In some bibliographic records, headings tagged as 6xx with indicators other than 0 (zero) are incorrectly highlighted as controlled headings. Staff are working to resolve the problem.

(Added 09/17/2010)

Cannot control headings with subfield i followed by a relationship verb such as "contains"

You cannot control headings that begin with subfield i followed by a phrase that begins with a relationship verb; for example, "$i contains information". Staff are working to resolve this problem.

(Added 05/15/2011)

Cannot control headings with open date (including hyphen) containing a geographic subdivision

You cannot control headings of the type:

650 0Israel-Arab Border Conflicts, 1949-$z Lebanon

These are cases when a pre-coordinated authority record ends in an open date (and includes a hyphen) and contains a geographic subdivision.

Currently, when attempting to control headings of this type online, the controlled inserted record in the bibliographic record appears as:

650 [blank]0         Israel-Arab Border Conflicts, 1949- ǂz z Lebanon.

A workaround for this problem is to add another subdivision that requires the Controlled Heading Window to open:

For example, enter the heading:

650 [blank]0         Israel-Arab Border Conflicts, 1949- ǂv Periodicals ǂz Lebanon

When the list of headings is presented, the line number associated with the correct form (Israel-Arab Border Conflicts, 1949- ǂz Lebanon) and the heading will be inserted without the incorrect character between the $z and Lebanon.

(Added 02/07/2013)

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Transliteration, diacritics, non-Latin scripts

Latin Letter Aveolar (U+01C2) and Khosian Languages

This character is also the subfield delimiter symbol in the client. The client interprets this character as a subfield delimiter and errors will occur if you attempt to use it in your bibliographic records for items in Khosian languages. Work in Record Manager if you need to use this character in your bibliographic records.

(Added 1/18/2017)

MARC-8 Characters Verify no longer highlights non-MARC-8 characters

If you put characters that are outside of the MARC-8 character set into a record and perform the MARC-8 Characters Verify command, the change to accepting all Unicode characters prevents this function from isolating characters that are not part of the MARC-8 character set.

(Added 01/16/2017)

Searches using characters above Unicode Plane Zero return incorrect results

Connexion client is currently unable to send the correct characters if characters entered are above the basic multilingual plane (BMP). The client handles Unicode characters in the BMP, which contains characters with a code point between U+0000 and U+FFFF. The BMP includes all the characters originally supported for cataloging in addition to many more. However, some language characters are found using supplementary planes and code points, such as CJK Unified Ideographs Extension B which has characters between U+20000 and U+2A6DF.

Workarounds: (1) In the client, change search argument to use only MARC-8 characters, could be switching to a name or subject that is all MARC-8 instead of what was originally entered. (2) Use Record Manager.

(Added 01/16/2017)

CJK E-Dictionary search results are incomplete

When you use the E-Dictionary Search window (that is, click Tools > CJK E-Dictionary, enter an input code or character in the search box, select an input method and a script, and click Find), the E-Dictionary Search Results window shows only the EACC data in the first column. The other columns are missing data.

Workaround: In the E-Dictionary Search Results window, double-click the EACC entry. The E-Dictionary Entry window opens, showing all of the codes that are supposed to display in the search results.

(Added 08/30/2011)

Using the keystroke shortcut <Ctrl><D> to enter a subfield delimiter and code in non-Latin script data may not switch you back to the language/keyboard you were using, as it should, or may switch you to a different language.

When you are entering non-Latin script data and use <Ctrl><D> to automatically switch to the English keyboard and back for entering a subfield delimiter and code, the client may not switch you back to the keyboard you were using after you enter the delimiter and code. You may remain in the English keyboard or you may be in a different keyboard.

To switch to the keyboard you need, click the language indicator in the Windows system tray (small blue box with two-letter codes), and then click the language/keyboard you need, or select by using the Windows default keystroke Left <Shift><Alt> to cycle through the language indicator list.

(Added 07/27/2007)

In Connexion client version 2.00 and higher, the Microsoft Input Method Editor (MS IME) for Korean does not convert an existing Korean hangul character into a hancha or Chinese character

If you convert a hangul syllable into a hancha or Chinese character immediately after you enter it, the conversion works correctly. The conversion does not work if you highlight an existing hangul syllable and then try to convert. The IME does not allow you to choose a Chinese character. The problem occurs with hangul syllables in records; it does not occur when you convert a hangul syllable in the WorldCat quick search box on the toolbar (or in a text box in the Search WorldCat dialog).

Workaround: Copy the hangul syllable you want to convert and paste into the WorldCat quick search text box, convert it to a Chinese character, and then and copy and paste back into the record.

(Added 06/22/2007)

The Arabic transliteration tool handles some characters incorrectly

The list of incorrect characters has been added as a "Caution" in client documentation and Help in Cataloging/Use Non-Latin Scripts for Cataloging, "Catalog using Arabic scripts."

(Updated 12/19/2005)

Other Persian transliteration problems

The Persian transliterator:

  • Treats the romanized "th" as one character, Theh 062B. It should be treated as two characters, Teh 062A and Heh 0647.
  • Does not transliterate characters following the romanized miagkii znak (prime mark) correctly.

(Added 02/22/2007)

Some diacritics/characters do not display correctly for those who use Arial Unicode MS font in Microsoft Office 2000

The version of Arial Unicode MS font included in Office 2000 (or lower versions) may cause some characters to display incorrectly. The problem has occurred, for example, with some diacritics and special characters in Vietnamese text. Upgrading to Microsoft Office 2003, which installs a version of the Arial Unicode MS font that includes a more complete character set for display, appears to solve the problem.

(Added 03/17/2006)

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Error messages about taking actions on SCIPIO IRs or SCIPIO master records that involve non-SCIPIO master records do not explain the error

If you are profiled for SCIPIO and IR records (institution records), you may get an error message when you validate, replace, add, or move a SCIPIO IR or replace a SCIPIO master record when the action involves a non-SCIPIO master record. The error message is too generic: You are not authorized to [do an action]... or simply [Action] failed.

For example, errors will occur if you move a SCIPIO IR (that is, an IR with scipio in 042 subfield a) to a non-SCIPIO master record or replace a SCIPIO master record that has SCIPIO IRs attached with a non-SCIPIO master record or add a SCIPIO IR to a non-SCIPIO master record.

Note: Although SCIPIO IRs cannot be attached to non-SCIPIO master records, you can attach non-SCIPIO IRs to SCIPIO master records.

(Added 09/10/2007)

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Unable to open external links in Online Help

The online help system in Connexion client is having some compatibility issues with some of the external web pages to which it links.


If you are having difficulty opening an external web page, you can copy the web address from the Properties dialog, which is available on the right-click menu for the web link. To open the web site, you can then copy this information and paste it directly into address field for your browser. You can also search for the content on the OCLC Support site or open the links from the documentation that is found on the Connexion Support Web site.

(Added 11/05/2014)

Cannot maximize (re-display) Connexion client from a minimized position in the task bar.

When you minimize the Connexion client, it becomes an icon in the task bar on your desktop, and you should be able to maximize (re-display) it by clicking the icon. If you are unable to maximize the client from the task bar icon, use the following workaround.

Workaround: Click the Connexion client icon in the task bar, and then press and hold the Windows key () on your keyboard while you click the <Up arrow> key.

(Added 09/21/2011)

Cannot maximize (re-display) Connexion client from a minimized position in the task bar.

When you minimize the Connexion client, it becomes an icon in the task bar on your desktop, and you should be able to maximize (re-display) it by clicking the icon. If you are unable to maximize the client from the task bar icon, use the following workaround.

Workaround: Click the Connexion client icon in the task bar, and then press and hold the Windows key () on your keyboard while you click the <Up arrow> key.

(Added 09/21/2011)

Catalogers can use Connexion client 2.00 and higher via a Citrix thin client, with caution and with some limitations

OCLC has completed limited testing using version 2.00 under Citrix access. Though most functionality appears to work under testing conditions, except the two functions listed below, OCLC does not guarantee that the client will work for everyone under Citrix, since server and system configurations vary from library to library.

The following are known limitations of using the client under Citrix:

  • You cannot use macros (although staff at one library reported that their Citrix implementation contractor developed a customized way for them to use macros).
  • Writing data to a file may not work. Examples of writing to files in the client include exporting records to a file and printing records, labels, or an accession list to a file. Writing data to a file under Citrix creates files on your remote server. Depending on the location of the files, you may not have access to them. Resulting error messages are "exceptions" that do not explain that this is the problem.

(Added 07/27/2007)

Updating holdings on records imported into the client via Z39.50 (Tools menu) does not work

If you use Update Holdings to add a Z39.50-retrieved local system record to WorldCat (the client imports the record as a workform), you receive a message that field 001 is missing the OCLC number. As a workform, the record should not have an OCLC number in field 001. This is a system error.

Workaround: Derive a new record from the Z39.50 imported record and then add to WorldCat using Update Holdings.

(Added 07/27/2007)

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Problems resolved with version 2.51

In client version 2.50, some Extended Latin characters do not export correctly when MARC-8 character encoding is used for export. (RESOLVED)

In client version 2.50, when Tools>Options>Export>Record characteristics>Character set is set to MARC-8, these characters will export as numeric character references instead of the actual character. These characters export correctly when UTF-8 is selected for export.

  • Latin capital letter D with stroke
  • Latin small letter D with stroke
  • Latin small letter dotless I
  • Latin capital letter L with stroke
  • Latin small letter L with stroke
  • Latin capital ligature OE
  • Latin small ligature OE
  • Latin capital letter O with horn
  • Latin small letter O with horn
  • Latin capital letter U with horn
  • Latin small letter U with horn

(Added 03/10/2014) (Resolved 04/16/2014)

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Problems resolved with version 2.40

Field 006 guided entry for scores and continuing resources have extra or missing elements (RESOLVED)

Resolved in 2.40. When you create or edit an 006 field using Edit > Guided Entry > Insert 006 [or Edit], the windows that open for  the Scores format and for the Continuing Resources format, have extra elements or missing elements, respectively.

  • The "Insert Field 006 – Score" window has an extra unnecessary Form element, an inappropriate Alph element, and an inappropriate S/L element.
  • The "Insert Field 006 – Continuing Resources" window is missing the elements listed above: Form, Alph, and S/L.

These two 006 guided entry windows will be corrected in the next release of Connexion client.

(Added 07/11/2011) (Resolved 03/30/2012)

New element "Form of item" in Computer workform in version 2.30 is invalid until OCLC implements the next MARC update (RESOLVED)

Resolved in 2.40. Connexion client 2.30 includes a new element "Form of item" for Fixed Field and 006 in the Computer File workform and the Computer File 006 Guided Entry box. This element will not become valid in the OCLC database until OCLC implements the forthcoming MARC update in WorldCat (planned for later in 2011).

  • Fill characters are the default values but are currently invalid. 
  • Until the MARC update is completed, you must supply a blank in these positions in order for records to pass validation. 
  • Any validation errors will refer to the elements solely as 008 position 23 and 006 position 6 until the MARC update is implemented.  At that time, other values will become valid, and any error messages will then refer to these elements by their mnemonic “Form."
(Added 04/21/2011) (Resolved 03/30/2012)

Attaching digital content to WorldCat records fails in version 2.30 (RESOLVED)

Resolved in 2.40. When you use Edit > Attach Digital Content to attach digital content to a WorldCat record (and at the same time upload the content directly to a CONTENTdm collection), you get an error message. Staff are working to correct this problem. Attaching digital content works in versions 2.10 and 2.20.

Please note: You will not be required to upgrade from 2.10 or 2.20 to 2.30, as was previously announced. You can continue to use 2.10, 2.20, or 2.30 until three to six months after the release of the next version, 2.40, in March–May 2012.

(Added 09/21/2011) (Revised 09/30/2011) (Resolved 03/30/2012)

Using the Launch WebDewey command in the client opens an outdated version of WebDewey (RESOLVED)

Resolved in 2.40. When you use Tools > Launch WebDewey, the Connexion browser opens (using your default logon authorization), showing the outdated version of WebDewey.

Workaround: Click the Dewey Services tab to open the current version of WebDewey.

(Added 08/30/2011) (Resolved 03/30/2012)

A keystroke shortcut assigned to Tools > RDA Toolkit does not persist

If you assign a keystroke shortcut to menu item Tools > RDA Toolkit, the shortcut works only for the current session. When you exit the client and reopen it, the shortcut no longer works. This problem will be fixed in the next release of Connexion client.


  • Use the default Windows hot key shortcut <Alt><T><D>. (In the client Help index, enter "hot keys" or "access keys" to find instructions to display underlined hot keys in Windows-based software).
  • Assign a user tool in Tools > User Tools > Assign (or click the down arrow in the quick tool on the toolbar and select Manage).

(Added 05/11/2011)

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Problems resolved with system installations

System incorrectly deletes a mark of terminal punctuation other than a period under certain circumstances (RESOLVED)

Resolved with system installation 08/21/2011. When a heading ends with a mark of terminal punctuation other than a period and is followed by the uncontrolled element $o arr., which is preceded by a semicolon (;), the system incorrectly deletes the end punctuation. In the following examples, the end punctuation incorrectly deleted are an exclamation mark (!) and a question mark (?):


Heading should be:
Bernstein, Leonard, $d 1918-1990. $t Slava !; $o arr.

Currently, the system is incorrectly changing the heading to:
Bernstein, Leonard, $d 1918-1990. $t Slava; $o arr.

Heading should be:
Strauss, Richard, $d 1864-1949. $t Ariadne auf Naxos. $p Circe, Circe, kannst du mich horen ?; $o arr.
Currently, the system is incorrectly changing the heading to:
Strauss, Richard, $d 1864-1949. $t Ariadne auf Naxos. $p Circe, Circe, kannst du mich horen; $o arr.

Workaround: Leave headings of this type uncontrolled.

(Added 05/18/2011) (Resolved 08/21/2011)

System incorrectly changes punctuation when attempting to control some uniform titles (RESOLVED)

Resolved with system installation 08/21/2011.When a heading in field 130 has a mark of terminal punctuation preceding a non-controlled name subdivision (for example, $n), the system incorrectly deletes the punctuation preceding $n and adds terminal punctuation.


Heading should be:
130 0[blank] Poldark (Television program) . $n Season 2
Currently, the system is incorrectly changing the heading to:
130 0[blank] Poldark (Television program) $n Season 2 .

Workaround: Leave headings of this type uncontrolled.

(Added 06/02/2011) (Resolved 08/21/2011)

Control headings software may make a substitution when you try to control a name/title heading that has no associated authority record (RESOLVED)

Resolved with system installation 05/15/2011. In some cases, when you attempt to control a name/title heading that is not represented by an authority record, the controlling software identifies subject subdivision authority records that match elements of the title portion of the heading.

For example, for the heading Alcock, John, $1715-1806. $t Voluntaries, $m organs, $r D major , the control headings feature wants to change $ m organs to $x Organs, as shown in the image below:

The workaround for this problem is to tag the heading as a 710 heading, which will open a single control window instead of the multi-control window, where you can control the heading as shown in the four images below:

Image 1 - Following the attempt to control the heading, the unmatched name/title heading is presented in the Normalized Query Terms box:



Image 2 - Remove (copy or cut) the title portion of the heading, leaving only the name portion of the heading in the Normalized Query Terms box. After removing the title portion, the system returns corresponding matches for the name portion:



Image 3 - To append the uncontrolled title information, click Modify Heading (see image 2) to move the controlled name into the area illustrated. In the New Query Terms box, enter the title information, and then click Modify Heading to append the uncontrolled data to the controlled heading:



Image 4 - To move the partially controlled heading into the bibliographic record, click Insert Selected Authority:



When the process is complete and the heading is inserted into the bibliographic record, the tag is correctly changed from 710 to 700:

(Added 12/20/2007) (Resolved 05/15/2011)

Partially controlled headings in bibliographic records appear as completely controlled headings (RESOLVED)

Resolved with system installation 05/15/2011. The text of the entire field of controlled headings in bibliographic records appears as a link to the controlling authority record (blue underlined text), even if the heading is only partly controlled. This is a display problem only. The link continues to work as it should: If you click the controlled part of the heading, the authority record opens; if you click a part of a heading that appears to be controlled but is not, the authority record does not open.

Example: In the bibliographic record with OCLC number 69679978, the 830 field shown below incorrectly appears to be fully controlled. The volume designation (‡v Beiheft 142) is not controlled; if you click that subfield, the authority record does not open.

830  0 Beihefte zur Zeitschrift fürdie neutestamentliche Wissenschaft und die Kunde der älteren Kirche; ‡v Beiheft 142.

(Added 02/16/2007) (Resolved 05/15/2011)

When you attempt to control a heading, Connexion displays an empty Control Heading window and the heading cannot be controlled (RESOLVED)

Resolved with system installation 05/15/2011. This problem occurs if you use Internet Explorer 7.0.
Workaround: Before you try to control the heading, in the bibliographic record, delete the ending punctuation, and then try to control the heading again. The control headings process automatically supplies the correct punctuation.

(Added 02/16/2007) (Resolved 05/15/2011)

Using control headings commands may cause an error (RESOLVED)

Resolved with system installation 05/15/2011. Occasionally, when you control a single heading or control all headings in a record via the commands Edit, Control Heading, All (or <Shift><F11>) or Edit, Control Heading, Single (or <F11>), you get an error message that no controllable fields were found in the record.

Re-executing the command usually works.

Name subject heading uncontrollable (RESOLVED)

Resolved with system installation 05/15/2011. The ability to partially control some types of name-subject headings (6xx fields) differs from the functionality to control name headings tagged as a main or added entry.


610 20 OCLC. $b Migration Information Programme

This heading is not represented by an authority record, nor is the parent body ($a OCLC) a candidate for controlling when tagged as a name-subject heading.

However, when the same heading is tagged as a main or added entry (110 or 710), the parent body ($a OCLC) can be controlled. The difference is due to the processes used to support the multi-control functionality.

(Updated 06/08/2006) (Resolved 05/15/2011)

Series headings in 8XX fields (RESOLVED)

Resolved with system installation 05/15/2011. Although 8XX fields are controllable, if an authority record does not exist for the title part of a series name title heading in fields 800, 810, 811, or 83X, and you try to partially control the heading (in addition to leaving the $v uncontrolled), the tag automatically flips from 8XX to 7XX.
(Added 10/25/2007) (Resolved 05/15/2011)

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Problems resolved in version 2.30

MARC Field Help for authority records does not work (RESOLVED)

Resolved in version 2.30. In the client, you can click Help > MARC Field Help (or press <Shift><F1>) to open a description of the field where the cursor is located in an authority record. Previously, the description opened in MARC 21 Format for Authority Data on the Library of Congress Web site. These links to authority MARC field descriptions are broken. The links cannot be fixed until the next Connexion client release (estimated time for next release to be announced later).

Workaround: In the meanwhile, you can go directly to MARC 21 Format for Authority Data at and then click the link that opens the field description you want.

Note: MARC Field Help for bibliographic records works as always.

(Added 04/28/2008) (Resolved 04/11/2011)

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Problems resolved in versions 2.00, 2.10, and 2.20

Multiple ISBNs in records are not saved to the online save file (RESOLVED)

Resolved with February 2007 system installation. When you save a record that has both a 10-digit ISBN and its equivalent 13-digit ISBN to the online save file, one of the numbers disappears. Both numbers are retained when records are saved to the local file.

When you take an action on an online save file record, such as Update (Action menu) or Validate (Edit menu), both ISBNs are restored.

To export these records: If you have the validation level set to None or Basic ( None = default) in Tools, Options, General / Validation Level Options, you must validate the records before exporting to restore both ISBNs.

(Added 01/19/2007; updated 02/19/2007)

Using the Z39.50 connection in the client to retrieve and display a local system record may not work (RESOLVED)

Resolved in 2.10. When you set up and use the client Z39.50 connection (Tools > Z39.50 commands) to retrieve and import a local system record into the client, you may not be able to display the record or you may display only a partial record with truncated data due to a translation problem in the client. A patch to resolve this issue is now available. To install the patch:

  1. Close the Connexion client if it is open.
  2. In Windows Explorer, navigate to the CatRecordLib.dll file in X:\Program Files\OCLC\Connexion\Program\CatRecordLib.dll ( X = the letter of your hard drive).
  3. Right-click the file, and then click Delete to delete the existing file.
  4. Open your Internet browser to and click Software Downloads in the list of links on the left.
  5. Type your OCLC authorization and password and click Enter.
  6. On the Software download page, double-click the Connexion client Z39.50 record display patch link.
  7. In the File Download window, click Save to save the download file to your workstation or to a server.
  8. In the Save As dialog, expand the Save in list, and select a location to save the file. Then click Save.
  9. In Windows Explorer, open the folder where you saved the patch and double-click to unzip the file.
  10. In the WinZip window, click Extract.
  11. In the Extract window, navigate to X :\Program Files\OCLC\Connexion\Program\ and click the Extract button.
  12. Close the Extract window.

    Caution: You may need to shut down and restart your workstation to enable the client to recognize the new file.

Note: Because the Z39.50 protocol does not support Unicode, you cannot import local system records into the client that contain Bengali, Devanagari, Tamil, or Thai script, even though the client supports these scripts.

(Updated 09/07/2007)

SCIPIO: Display of Date of Sale in WorldCat truncated lists is in the same format as in the record (RESOLVED)

Resolved in 2.10. In the next version of Connexion client, the date of sale will display in the format yyyy-mm-dd.

(Added 09/10/2007)

SCIPIO: The identification of a SCIPIO record is missing in WorldCat truncated lists (RESOLVED)

Resolved in 2.10. In the next version of Connexion client, the letter S will appear in the L (Contributing library) column of truncated lists to identify SCIPIO records.

(Added 09/10/2007)

SCIPIO: The name of a SCIPIO-specific index in client index dropdown lists is inaccurate (RESOLVED)

Resolved in 2.10. In the next version of the client, the name of the SCIPIO indexes cx:, cx=, and cxw= (word, phrase, and whole phrase versions of the index, respectively) will change to SCIPIO - Seller/Subject. In the current version (2.00), the name is SCIPIO - Collector or Seller in the index lists of the Search WorldCat and Browse WorldCat windows.


  • Expand the index list. By default, the client displays the ten most used indexes in the index lists of the Search WorldCat and Browse WorldCat windows. To find the SCIPIO-specific indexes, click the (plus[/minus]) button above the index list to expand to the complete list. Scroll the alphabetical list to find the indexes by name, all preceded with SCIPIO.
  • Alternative: Add SCIPIO indexes to short list. Click the button next to the plus/minus button to open the Customize Short List of Indexes window. Add SCIPIO indexes to the short list and/or move them to the top for quicker access.

    (Added 09/10/2007)

SCIPIO: Column label in WorldCat SCIPIO-limited group list is inaccurate (RESOLVED)

Resolved in 2.10. When you limit WorldCat searches to SCIPIO records (Cataloging, Search, WorldCat; click Settings) and the result is a group list, results are grouped by date of sale in the SCIPIO records, not by date of publication. The date column should be labeled Date of Sale. In 2.00, the column is labeled Dates. In the next client version the label will be changed to Date of Sale.

(Added 09/10/2007)

The Connexion client version 2.10 does not run in a native 64-bit Windows operating system (RESOLVED)

Resolved with release of Connexion client 2.20, which runs on both 32-bit and 64-bit operating systems.

  • If you have been using a virtual machine, such as VMware Player or Virtual PC, to run the Connexion client on a 64-bit Windows operating system, you can now upgrade to version 2.20 of the client instead, which runs on both 32-bit and 64-bit operating systems. See the following topics in the Getting Started guide for more details: "Hardware, software, and user requirements" and Update the client."
  • Please note: You do not need to upgrade to version 2.20 if you are running the 2.10 version of the client on a 32-bit Windows operating system. No other changes were made in Connexion client version 2.20.

(Added 11/11/2009) (Resolved 06/21/2010)

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