Connexion Editing Techniques: Browser Overview

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ConnexionEditing TechniquesBrowser Overview
1030-1130

• November 14, 2006
• November 14, 1840-December 5, 1926
• Claude Monet

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Agenda Connexion browser

• Some basics
• Features demo
• Learning more

• Full cataloging, not CatExpress subscribers

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OCLC ConnexionWindows 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

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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

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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/

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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

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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
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Editing Template vs text modes
Text editing mode
Template editing view
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EditingEdit vs. Display mode No editing in
display mode

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Editing
?See Cataloging Quick Reference in browser
documentation
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Changes to the text of record fields are not sent
to the server until you use the Action list (to
reformat, validate, save, etc.), the View list
(to switch to another edit view or display view),
or the Functions list (for field-level actions).
?Occasionally reformat the record to make sure
that your changes are stored on the server.
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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

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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
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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

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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.

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Browser demo

• Setting up an automatic logon
• Small browser tips F11 and dont 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

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Help and documentation

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