-------- Original Message --------
Subject: OCLC QC Tip of the Month / Oct. 2011: Connexion client usage
and multiple authorization levels within an institution
Date: Mon, 3 Oct 2011 11:06:05 -0400
From: Goodson,Luanne <[log in to unmask]>
Reply-To: askqc <[log in to unmask]>
To: <[log in to unmask]>
[Cross-posted to multiple lists-- please excuse/ignore duplication]
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Connexion client capabilities to support efficient workflows in
institutions using multiple cataloging authorization levels
Many libraries have staff who hold cataloging authorization numbers at
various levels. These levels and their capabilities are discussed in
detail in Connexion
documentation_http://www.oclc.org/support/documentation/connexion/client/catalogingauthorizationlevels.pdf_and
Bibliographic Formats and Standards (BFAS) Ch.
5.2_http://www.oclc.org/bibformats/en/pdf/qualityassurance.pdf_. Such
institutions might find establishing efficient and cost-effective
workflows to be especially challenging. With this in mind, there are
many aspects of Connexion client which are not as obvious but which can
make all the difference. Here we discuss just a few.
First, much can be done with Connexion browser and we encourage you to
view documentation
here:_http://www.oclc.org/support/documentation/connexion/browser/default.htm_.
However, though some items discussed here may also be available in
Connexion browser, for the sake of simplicity the following will refer
only to Connexion client. Documentation can be found here:
_http://www.oclc.org/support/documentation/connexion/client/default.htm_. Everything
mentioned is a part of Connexion client so nothing special need be done
to access these capabilities.
Multiple authorization/password combinations can be saved in Connexion
client so you can choose which to use, rather than having to key them
each time. Go to Tools – Options – Authorizations, add up to 10 and give
them whatever name works best for
you_http://www.oclc.org/support/documentation/connexion/client/basics/options/options.pdf_(see:
7Create multiple user profiles for options and customizations).
Connexion client cataloging authorizations are free and we encourage all
libraries, whenever possible, to allow each staff member to have a
personal authorization number. Connexion client allows for a tremendous
amount of customization specific to the authorization number in use. You
can view your institution's authorization numbers through the OCLC
Online Service Center (OSC)
here:_https://www.oclc.org/webapp/wcs/stores/servlet/OSCPortal?storeId=10051_.
Multiple sessions: Connexion client can be used in multiple sessions at
one time on one computer. For example, one session could be open and the
user logged on with a NACO level cataloging authorization and a second
session open and the user logged on with an Enhance Regular
authorization. Another way multiple sessions may be useful is for
searching, one session could be strictly bibliographic, the other
authorities. Or, if you need to review work in save files used by other
staff, one session could be devoted to this while a second session is
strictly for personal work.
Macros:_http://www.oclc.org/connexion/support/macros.htm_Connexion
client is automatically loaded with the OCLC Macro book which includes
macros which assist with entering more complicated fields or
pattern-type data:
* "Add&Edit 007" provides dropdown menu assistance for each subfield
* "AddSerialNotes" gives a listing of typical notes which follow a
standard pattern - where more information is required or review needed a
fill character is given as a reminder
* "Generate043" (formerly called Add043) creates field 043 based on data
in 6xx fields in the same authority or bibliographic record
* Plus many more
Guided
entry:_http://www.oclc.org/support/documentation/connexion/client/cataloging/editbib/editbib.pdf_(see:
4 Create or edit 006, 541, or 583 using guided entry). For example, if
there are characteristics of an item which cannot be brought out by the
Fixed Field, such as with accompanying material, go to Edit menu, Guided
Entry, Insert 006 and choose the format you wish to describe. A window
opens with a template to guide your choices, including hotlinks for each
subfield which open BFAS for further information.
Insert from cited record: Build fields that cite related records
(760-787)_http://www.oclc.org/support/documentation/connexion/client/cataloging/editbib/editbib.pdf_(see
under: 1 Edit bibliographic records:Build fields that cite related
records (760-787)).Simply add one of the designated fields and the
necessary indicators, paste the OCLC number of the record you wish to
link to in subfield a, go to the Edit menu and choose Insert from cited
record. The system automatically fills in required fields, you can then
add the $i data. A common example of this is with 776 Additional
Physical Form Entry. OCLC #339648 has a 776 pointing to the Electronic
version, then OCLC #646915470 has a 776 pointing back to the Print
version. Using this option eliminates potential typographical errors and
spacing issues.
All these capabilities can be tied to either a special combination of
keystrokes or to a User Tool (nos. 1-9). For example, NACO users who
rely on the OCLC Macro "GenerateAuthorityRecord" might find it simpler
to assign that macro to a User
Tool_http://www.oclc.org/support/documentation/connexion/client/basics/options/options.pdf_(see:
5Assign custom user tools).Or users who work with Institution Records or
anyone who frequently uses the Cataloging menu to pull down: 'Show' to
choose from a list of items such as: 'My Institution Records' might find
it simpler to assign those steps to particular keystrokes under Tools --
Keymaps_http://www.oclc.org/support/documentation/connexion/client/basics/options/options.pdf_(see:
3Customize keystroke shortcuts).
If you would like help with workflow efficiency and OCLC Connexion
please contact Support (under the Help menu, or via their
website_http://www.oclc.org/support/_). One of their links is
specifically for tutorials and other training materials. You can also
write to the OCLC-CAT email discussion list to receive input from your
fellow users. Or contact Quality Control by whatever means best suit
you: email, phone, Report Error (which is free text). We are here to
help you make the most out of Connexion – a tool designed to help you
make the most out of WorldCat.
Finally please visit the Good Practices for Great Outcomes
website_http://www.oclc.org/us/en/news/events/goodpractices/default.htm_which
includes the series of free member events called Good Practices for
Great Outcomes: Cataloging Efficiencies that Make a Difference. These
events bring library staff together to discuss and share good practices
for achieving cataloging efficiencies by tapping the collective wisdom
of a very informed group of OCLC members. These events provide a great
opportunity for us all to learn, debate, and obtain practical tips to
become more efficient. They explore many topics, such as what is "good
enough" cataloging, the benefits of using OCLC WorldCat Cataloging
Partners, streamlining workflows and the latest on RDA and WorldCat
quality.Recordings are available of past events, plus a blog,and videos
on You Tube.
If you have questions, please send email to: [log in to unmask]
Luanne Goodson
Consulting Database Specialist
OCLC Quality Control Section
6565 Kilgour Place MC 139
Dublin, Ohio, USA 43017-3395
http://www.oclc.org/about/default.htm
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