Connexion

Slide 1:ConnexionEditing Techniques:Browser Overview

November 14, 2006 November 14, 1840-December 5, 1926 Claude Monet 10:30-11:30

Slide 2:Agenda: Connexion browser

Some basics Features demo Learning more Full cataloging, not CatExpress subscribers

Slide 3:OCLC Connexion:Windows client and HTML/internet browser

Very similar functionality for cataloging Very different in “feel” More OCLC catalogers use client Shares save file with client (institution-wide): use either interface “Feel” has to do with windows and html interfaces“Feel” has to do with windows and html interfaces

Slide 4:OCLC Connexion Browser

Provides access to: WorldCat Bibliographic databases Authorities (LC) Express tab (“cataloging lite”) Pathfinders Dewey Services (additional pay service) Digital Archive (additional pay service) Benefits: Always using the most current version CatExpress tab easy, intuitive Shares save file with client (institution-wide); use either interface

Slide 5:Unique to browser:

Uses $, and not delimiter for editing Uses separate label program Different views: 1 display and 3 edit views No macros No local files See Comparison chart of detailed functionality: http://www.oclc.org/connexion/interface/chart/ Display view and 3 eidt: Template (moste like client) Text (like word processing) Dublin Core (metadata) Uses separate label program (no integrated system) Client only: local file/offline option Non-roman script only available in client Display view and 3 eidt: Template (moste like client) Text (like word processing) Dublin Core (metadata) Uses separate label program (no integrated system) Client only: local file/offline option Non-roman script only available in client

Slide 6:Browser settings, superficially

Most browsers are supported Cache settings determine how web pages are re-displayed: set on automatic Cookies update the session timer and keep track of the current screen: not required, but some features will not work Popup blockers can interfere with functions that open separate browser windows. Examples: label displays, the list of keystrokes, authority control, and Help Advise: turn off while using Connexion ?See Requirements, Access, Interface Map in browser documentation Documentation has step-by-step instructions, too.Documentation has step-by-step instructions, too.

Slide 7:Searching

Same for both browser & client: Keyword Numeric Derived Command line searches Scans Browser features Additional fields pop up in truncated results “Quick search” dialog box option for fewer screen changes/clicking ?Print out Connexion: Searching WorldCat Quick Reference in browser documentation

Slide 8:Editing: Template vs text modes:

Template editing view Text editing mode Control headings only with template No drop downs with functions in textControl headings only with template No drop downs with functions in text

Slide 9:Editing:Edit vs. Display mode: No editing in display mode

Switch back and forth under edit dropdown (not view dropdown)Switch back and forth under edit dropdown (not view dropdown)

Slide 10:Editing

?See Cataloging Quick Reference in browser documentation Or use keystroke shortcuts: this list is customizable, but not navigational shortcuts General tab-Admin button-general options-keystroke shortcut optionsOr use keystroke shortcuts: this list is customizable, but not navigational shortcuts General tab-Admin button-general options-keystroke shortcut options

Slide 11:View includes bibliographic views, and also which screen/editing features are shownView includes bibliographic views, and also which screen/editing features are shown

Slide 12:Create records 3 ways

Create bibliographic records Derive a new record from an existing record and modify Enter content in a blank workform Begin with fields extracted or generated from Web page or other electronic content metadata for the item Create multiple records from one URL Import records (from local catalog, e.g.) and add to WorldCat Import, but not from PromptCat, etc., yetImport, but not from PromptCat, etc., yet

Slide 13:Exporting

Export bibliographic records or authority records to a file on the Connexion server, and then download the file to your workstation. Or export records directly to your local system via TCP/IP connection Export right away, or store in Save file to export in a group Export bibliographic records in MARC, in Dublin Core HTML, or in Dublin Core RDF. For export to a local system, verify which formats your local system can accept. You can export authority records in MARC format only. Single or batch Export bibliographic records in MARC, in Dublin Core HTML, or in Dublin Core RDF. For export to a local system, verify which formats your local system can accept. You can export authority records in MARC format only. Single or batch

Slide 14:Exporting

Single or batch export: record at a time or export a group of flagged records from the save file Export bibliographic records in MARC, in Dublin Core HTML, or in Dublin Core RDF Authority records export in MARC only Validation options can be set at different levels, including turned off

Slide 15:Ending a session

When clicking Logoff to end a session, the system checks for records in edit mode, including locked master records and new records not saved or added The system displays a message to remind you to save the records or complete editing and take a final action before logging off. i.e., anything viewed in edit mode You can turn off warningi.e., anything viewed in edit mode You can turn off warning

Slide 17:Browser demo

Setting up an automatic logon Small browser tips: F11 and don’t use forward or back buttons, or stop Setting up tabs and services options Finding Help and documentation Keystroke shortcuts Searching and search results Save file options Truncated search results: additional fields in pop-up (dine,out) Keystroke list: on keystroke shortcut options or shift-F7, and print from list Searching: alt-Q Command box Tabs: if webdewey subscription, take out tab for cataloging and open WD-only session Constant data: same as client: apply by name or choose from a list; or, default is associated with authorization; 1 online file per institution; access from either client or browser Pathfinders are subject-guide Web pages that libraries create to consolidate links to selected electronic resources on a topic. They categorize the resources, provide informative annotations, and integrate descriptions and locations for related resources available via the library but not web-accessible. Connexion provides tools to help libraries create and manage pathfinders and to facilitate collaboration on pathfinder development and maintenance Tech support email Truncated search results: additional fields in pop-up (dine,out) Keystroke list: on keystroke shortcut options or shift-F7, and print from list Searching: alt-Q Command box Tabs: if webdewey subscription, take out tab for cataloging and open WD-only session Constant data: same as client: apply by name or choose from a list; or, default is associated with authorization; 1 online file per institution; access from either client or browser Pathfinders are subject-guide Web pages that libraries create to consolidate links to selected electronic resources on a topic. They categorize the resources, provide informative annotations, and integrate descriptions and locations for related resources available via the library but not web-accessible. Connexion provides tools to help libraries create and manage pathfinders and to facilitate collaboration on pathfinder development and maintenance Tech support email

Slide 18:Help and documentation

Help Tutorial Online in records, on system usage and Bibliographic Formats and Standards Documentation Helpful topics & links on welcome screen