Connexion Editing Techniques: Browser Overview

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ConnexionEditing TechniquesBrowser Overview

• Special date
• September 8, 2005

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Agenda

• Some basics
• Features
• Features demo
• Learning more

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OCLC Connexion Windows client and HTML/internet
browser

• Very similar functionality for cataloging
• Very different in feel
• More than half of all OCLC catalogers use client
  primarily

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OCLC Connexion Browser

• Provides access to
• Bibliographic databases WorldCat and PICA GGC
• Authorities
• CatExpress (accesses WorldCat)
• Pathfinders
• Dewey Services (pay service)
• Digital Archive (pay service)
• Benefits
• Always using the most current version
• CatExpress option easy, intuitive
• Shares save file with client (institution-wide)
  use either interface

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Unique to browser

• Use , and not delimiter (no HTML equivalent)
• Uses separate label program
• Different views display, edit, Dublin core
• PICA option (European bibliographic catalog)
• Extract data from websites for bib record(s)
• No macros
• No local files or offline cataloging
• Comparison chart of detailed functionality
  http//www.oclc.org/connexion/interface/chart/

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Browser settings, superficially

• Many but not all 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 turn off while using Connexion
• See Requirements, Access, Interface Map in
  browser documentation

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Browser functionality Searching

• Same for both browser client
• Keyword
• Numeric
• Derived
• Command line searches
• Scans
• Browser features
• Access to PICA GGC (European catalog)
• Additional fields popup in truncated results
• Quick search dialog box option for less
  navigating
• Print out Connexion Searching WorldCat Quick
  Reference (find on documentation page)

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Browser cataloging functionality Editing

• Template vs text modes Features will vary
  slightly, e.g. controlling headings only in
  template

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Browser cataloging functionality Editing
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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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Browser cataloging functionality Editing

• Edit vs. Display mode No editing in display mode

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Browser functionality Create records

• 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 the
  Web page for the item (extracting).
• Create multiple records from one URL
• Import records (from local catalog, e.g.)

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Browser functionality 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 a
  TCP/IP connection

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Browser functionality 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
• New! Validation options can be set at different
  levels, including turned off.

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Ending a session

• When you click Logoff to end a session, the
  system checks for records in edit mode, including
  locked master records and new records not saved
  or added to WorldCat.
• 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

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Help and documentation

• Help
• Tutorial
• Online in records, on system usage and BFS
• Help-contents nice outline
• Documentation
• Helpful topics links on welcome screen