OCLC Connexion Manual, Library Staff Manuals, Boreham Library, UA Fort Smith

This works much like the searching in many of our databases. You enter the data, select the category for that data from the drop-down list, and combine as necessary.

Limited Keyword/Numeric Search

You can combine Keyword/Numeric Search with limits (but NOT Command Line).

Language limits the language of the item.
Format limits the format of the record (book, serial, visual, etc.)
Internet limits the results to those on the Internet and those not.
Source is any or DLC (Library of Congress or certified libraries
Microform is Yes or No.
Years can be between two years, from one year on, from one year back.
Material type is more powerful than Format, as it allows you to break Visual down into DVD and VHS formats, pick CDs out of Sound Recordings, and more.

One of the most common searches is by ISBN.

Enter the ISBN into the first Keyword/Numeric Search box.

Change the right side box to ISBN
Since the ISBN should take you right to the record, no limits should be needed.

To search by title, enter one word of the title per box and then select Title from the drop-down menu. You can also combine it with, say, an author (Personal Name).

Example: "How to" by John Passell is difficult to search because of the common opening words.

How searched by Title
Passell searched by Personal Name

Editing the OCLC Record

See the configuration instructions for details on setting up Connexion.

Use the appropriate Constant Data record to fill in repetitive information.

Constant Data

Constant Data is a set of data which automatically fills in the record, to reduce repetitive entry.
For example, certain fields are entered in every record of a certain type, such as the 949 which controls how the record will be imported into Millennium.

Following the setup of the icons, it is possible to create constant data records, edit them for the latest use, or delete them.

Use the Constant Data icons to create and apply Constant Data:

Use the icon (shown on the left) for EditConstantDataLocalApplyDefault to apply whatever default Constant Data you have selected.

Use the icon (shown here in the center) for CatalogingSearchLocalConstantData to search for a specific Constant Data record.

Use the icon (shown here on the right) for CatalogingCreateConstantData create new Constant Data records.

Use CTRL-B to call up specific known Constant Data records to apply to the current bibliographic record.
Once you use a Constant Data record, it remains the default CTRL-B record until/unless you change it.

Frequently Used Constant Data

The 092 call number field

The 541, 590, and other staff notes fields

Constant Data should add a line for
949 *recs=b;ov= ;b1=BGeneral code;b2=BType code;b3=BStatus code;bn=BLocation code;la=date of sending to libcat.

Example: for an typical book record, the code would be:
949 *recs=b;ov= ;b1=a;b2=a;b3=o;bn=order;la=070328;
if the date were March 28, 2007 (YYMMDD).

Exporting the OCLC Record

Once the record has been edited, it can be exported from OCLC Connexion to the Library's Millennium system. If necessary, it may be edited further there. Use the ActionExport icon.

ActionExport should cause a popup window to show the status of the export. Information will be shown, including whether the record has been added or overlaid.
If the record is overlaid, be sure to check it for correctness in Millennium after exporting.

Configuring Connexion

Open OCLC Connexion
In the Tools menu, choose Options

Exporting:

In the Options window, choose the Export tab.
Select Create
Select OCLC Gateway Export and click OK
Enter 10.121.1.24 as the Host Name
Enter 5500 as the port
Enter Timeout as 90
Enter Retries as 0
Enter Delay as 20

Authorizations:

At Options, select Authorizations
Enter number, password and the name.
Click on Apply and then on OK.

General:

At Options, select General
Log off timeout is maximum 39 minutes, 5 minute warning
Classification scheme is Dewey
Holding library code is ASZA
Institution symbol is ASZ

Fonts:

Use Arial Unicode MS if possible.

Record Display:

Change colors for Authority records so authority records are obviously different from bib records.

Toolbar Editor

Remove any unnecessary icons by dragging them to the Toolbar Editor box.

Add the icon (shown on the left) for EditConstantDataLocalApplyDefault.
This will allow you to apply the whatever default Constant Data you have selected.

Add the icon (shown here in the center) for CatalogingSearchLocalConstantData.
This will allow you to search for a specific Constant Data record.

Add the icon (shown here on the right) for CatalogingCreateConstantData.
This will allow you to create new Constant Data records.

Be sure the ActionExport button is available.