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OCLC Connexion

OCLC Connexion. An overview Based on OCLC presentations Revised March 2003. Agenda. Review of what Connexion is and why OCLC introduced it Overview of Connexion Browser features The Connexion Windows Client – features and implementation plans Migration from Passport

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OCLC Connexion

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  1. OCLC Connexion An overview Based on OCLC presentations Revised March 2003

  2. Agenda • Review of what Connexion is and why OCLC introduced it • Overview of Connexion Browser features • The Connexion Windows Client – features and implementation plans • Migration from Passport • Documentation, support, and training

  3. Why OCLC Connexion? • The goal is to provide a single entry-point to OCLC Integrated Cataloging Services. • First release is the OCLC Connexion browser-based interface • Windows client to be release June 2003 • OCLC will eventually phase out the many OCLC cataloging software products: Passport, CatME, CJK and Arabic software (each product will have a separate migration timeline)

  4. Why OCLC Connexion? • Connexion is needed to access the Expanded WorldCat • OCLC is developing Expanded WorldCat to: • Make it easier to locate the record that you need with more and better indexing • Meet patron expectations with access to more evaluative information, such as reviews, TOCs, cover art; anything digital • Satisfy diverse metadata needs with access to more metadata formats, e.g. EAD, ONIX, TEI, etc.

  5. What is OCLC Connexion? • Combines the best features of OCLC web and Windows-based interfaces • Browser component • Supported browsers: Internet Explorer ver. 5.5, 6.0 or higher Netscape ver. 6.2, 7.0 or higher - NOTE: support for Netscape 4.x ended on 1/29/2003 • Windows-based client coming June 2003 will offer functionality not possible with browsers

  6. OCLC Connexion Features • Full record display and edit • Pathfinders (electronic subject bibliographies) (Browser only) • Dynamically linked authority headings • Improved authority file searching (including additional keyword indexes) • Improved display holdings (view institution name, not just symbol) • Multiple constant data with “apply on-the-fly” capability • Keystroke shortcuts

  7. OCLC Connexion Features • No record size limit • Save File searching • new indexes • workflow statuses including “my status” • more than just a holding bin – can be a vital component of workflow • Online Quick tips, Help system, and links to Bib Formats • Dublin Core format supported(Browser only) • Catalog electronic resources with automatic data extraction from web page metadata(Browser now, Phase 2 for Client)

  8. OCLC Connexion Features • Export options • To File • Direct TCP/IP link • OCLC Gateway (Client only) • To Printer port (Client only) • Export in Dublin Core, HTML, or DC RDF formats (Browser only) • Session timeout alert • Store multiple logon authorizations • Customizable display (including location of fixed field) • Labels (Works with OCLC Label Program, ver. 1.22)

  9. OCLC Connexion Browser

  10. Logon to Connexion with Browser • URL http://connexion.oclc.org • Simply enter your current cataloging authorization and password • Exceptions: Reclass level (no longer available); Agent level (coming in later release) • Save authorization and password for automatic logon in Local Browser Settings

  11. Focus on Workflow • No commands to memorize – use buttons and drop-down menus, or keystroke shortcuts • Basic steps are the same, with some new options • Search • Command line, assisted numeric & derived, keyword • Edit/Create • Templates, workforms, derive new record, constant data • Authorities • Search authorities, control headings, NACO functionality • Set holdings (update, produce) • Save File • Export • Labels

  12. Export in Browser • Methods: • Export to file • TCP/IP • The format of exported records is the same as with Passport and CatME

  13. Export to File in Browser • Export to file from browser drop-down menu means one record per file • To export groups of records: Put records ready for export into Save File, flag them, then export flagged records to file • Note: procedure for exporting in the Windows Client will allow appending records to a file

  14. TCP/IP Export in Browser • The TCP/IP export from the browser is direct from the OCLC server to the library system, and will require access through your firewall

  15. Control Headings in Browser If an authorized heading changes in the Authority File, it automatically changes any linked headings in bibliographic records • Link headings in master records when 1) adding new record and 2) when using lock and replace with Enhance authorization • Use drop-down menus in Template view

  16. Customization Options in Browser • Under the “General” tab • Change default settings permanently or for one session • Set views, record displays, export options, timeout alerts, function tabs, keystroke shortcuts

  17. Keyboard, Mouse, or Both in Browser • Customize the keyboard… create or modify keystroke shortcuts • Most actions can be executed using the keyboard • Note: the Windows Client will offer the most flexibility in assigning and creating keystroke shortcuts

  18. OCLC Connexion Client

  19. Connexion Windows Client • Optional Windows Interface for those features that are not currently supported by a browser • Easy to switch between Browser and Client platforms • First release expected in June 2003

  20. Connexion Windows Client – Initial Release Features • Online, interactive cataloging functionality • Authorities functionality - searching the Authority File, editing, controlling headings, and exporting • Macros, including a macro recorder • Labels

  21. Connexion Windows Client, Future Releases • Second release (3rd quarter 2003) will include NACO authorities capability and automatic record creation for electronic resources (Note: both of these features already available in the browser) • Third release (4th quarter 2003) will include offline local files and batch processing, as in CatME

  22. Export in the Client • Methods: • To file • TCP/IP • Gateway • To Printer port • The format of exported records is the same as with Passport and CatME

  23. Export to File in the Client • Export to file appendsrecords to designated file

  24. TCP/IP Export in the Client • Unlike the TCP/IP export in the Browser, the TCP/IP export in the Client goes from your PC to your local system – eliminating firewall issues

  25. Customization Options in Client • Customization options are saved in files under the Documents and Settings folder • Use the keyboard, or use the mouse to click menu items or toolbar buttons • Reassign keyboard shortcuts and add or remove toolbar buttons • Change the font, size, and colors used with record displays • Turn off warning messages if you prefer to not receive warnings (phase 2) • Customize the inactivity timer

  26. Control Headings in the Client If an authorized heading changes in the Authority File, it automatically changes any linked headings in bibliographic records • Link headings in master records when 1) adding new record and 2) when using lock and replace with Enhance authorization

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