-------- 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] ********************************************************************************************************************************************* 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