OCLC Cataloging Migration to Connexion

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OCLC Cataloging Migration to Connexion

• IZMIR 12 May 2005
• Philippe MARTIN
• Sales Manager OCLC PICA Southern Europe
• p.martin_at_oclcpica.org

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Agenda

• Cataloguing with OCLC concept
• Introduction to migration
• Overview of Connexion browser and client
• Migration timeline
• How to get started

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Cataloguing with OCLC concept
Professionalinterfaces
Users interface
Cataloguing
WorldCAT
ILL
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Retiring cataloging interfaces

• Passport for Cataloging
• Cataloging Micro Enhancer (CatME)
• English and Spanish versions
• CJK software
• Arabic software

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Cataloging activities will be consolidated in
Connexion

• Connexion browser
• Passport functionality, except macros
• CatExpress copy cataloging
• Connexion client
• Includes functionality from Passport, including
  macros, CatME (English and Spanish)
• CJK and Arabic

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Why consolidate cataloging in Connexion?

• Simplify training and use
• OCLC can add features, or introduce new services,
  to the widest possible group of users all at once
• Help keep costs of information low

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WorldCat search enhancements

• Now available in browser, coming to client in
  March 2005
• New indexing
• Full Boolean operators
• Browse many indexes (not limited to title)
• Phrase and keyword indexes
• New interface
• New search screen layout
• Multiple terms per intake box

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WorldCat search enhancements (contd)

• Re-implement displays
• Group display
• Brief display, including total holdings
• Truncated display is back

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Connexion browserSearch screen
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Connexion clientSearch screen
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Connexion browserFast access to actions
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Connexion clientFast access to actions
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Connexion browserView preset keyboard shortcuts
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Connexion browserView institution name
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Connexion clientView institution name
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Connexion browserDisplay see and see also
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Connexion clientDisplay see and see also
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Connexion browserDisplay authority record from
bib record
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Connexion clientDisplay authority record from
bib record
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Additional Connexion features

• Editing
• View/edit full records rather than one page at a
  time
• Taking actions
• Take actions from a list of commands or by
  entering a keystroke shortcut
• View all validation errors at one time
• Plus others
• Access Bibliographic Formats and Standards from
  bib record
• URLs and OCLC numbers appear as hotlinks
• Import original records created in local system

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Which interface is best for you?

• Browser
• Web-based, online
• No software install or update
• Preset keyboard shortcuts
• CatExpress, Dewey, Digital Archive options
• Accommodates varying levels of expertise

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Which interface is best for you? (Contd)

• Client
• Powerful, flexible Windows-based software
• Macros
• Complete keyboard customization
• Online, offline and batch processing
• CJK (since March 2005)
• Arabic (coming June 2005)

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Connexion browserDublin Core
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Connexion browserExtract data from URL
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Connexion browserCreate, save and export
Pathfinders
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Connexion browserCatExpress Simplified copy
cataloging
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Connexion browserWebDewey Abridged WebDewey
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Connexion clientLocal file capability
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Connexion clientBatch processing
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Connexion clientKeyboard customization
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Connexion clientImproved constant data
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Migration details
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Migration schedule
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Key migration dates

• May 1, 2005
• All users of Passport for Cataloging must
  migrate to either the Connexion browser or client
• July 1, 2005
• All users of CatME, CJK and Arabic must migrate
  to the Connexion client
• August/September, 2005
• Passport for Union List retired Connexion
  browser will support local holdings (LDR)
  maintenance

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Migration of export functionality

• Export via TCP/IP in browser and client
• Browser exports directly to your system requiring
  access via Connexion IP addresses
• Gateway export (ability to receive local system
  message after export) is supported in the client
• Ability to export via communications or printer
  port is supported in the client

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How to get started

• Learn more at www.oclc.org/connexion/migrating/
• Full comparison chart of browser and client
  features
• Download the client or log onto browser
• Documentation
• Subscribe to OCLC-Cat listserv
• Try Connexion browser at connexion.oclc.org
• For both browser and client, log on with your
  current OCLC cataloging authorization and password

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More information

• www.oclc.org/connexion/
• Contact your regional service provider
• Check out the browser or client tutorials
• www.oclc.org/support/training/connexion/

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QUESTIONS?
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