Connexion

Connexion PowerPoint PPT Presentation


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OCLC Connexion: Windows client and HTML/internet browser ... Browser cataloging functionality: Editing. Changes to the text of record fields are not ...

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Connexion

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Slide 1:Connexion Editing Techniques: Browser Overview

Special date: September 8, 2005

Slide 2:Agenda

Some basics Features Features demo Learning more

Slide 3: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 “Feel” has to do with windows and html interfaces“Feel” has to do with windows and html interfaces

Slide 4: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 Resource Catalog -- Previously, the Connexion browser provided access to the Resource Catalog as a separate database under Cataloging, Search, Resource Catalog. Initially the Resource Catalog was developed as a database of electronic resources as part of the CORC project. All records have been incorporated into WorldCat, and the Resource Catalog has been removed as a separate database from the Connexion browser. Resource Catalog -- Previously, the Connexion browser provided access to the Resource Catalog as a separate database under Cataloging, Search, Resource Catalog. Initially the Resource Catalog was developed as a database of electronic resources as part of the CORC project. All records have been incorporated into WorldCat, and the Resource Catalog has been removed as a separate database from the Connexion browser.

Slide 5: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/ Similarities shown during demo Uses separate label program (no integrated system) Client only: No local file/offline option in browser Non-roman script only available in client No macros in browser Similarities shown during demo Uses separate label program (no integrated system) Client only: No local file/offline option in browser Non-roman script only available in client No macros in browser

Slide 6: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 I have best performance with explorer This isn’t the whole story: documentation has step-by-step instructions, too.I have best performance with explorer This isn’t the whole story: documentation has step-by-step instructions, too.

Slide 7: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)

Slide 8:Browser cataloging functionality: Editing

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

Slide 9:Browser cataloging functionality: Editing

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.

Slide 10:View includes bibliographic views, and also which screen/editing features are shownView includes bibliographic views, and also which screen/editing features are shown

Slide 11:Browser cataloging functionality: Editing

Edit vs. Display mode: No editing in display mode

Slide 12: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.) Import, but not from PromptCat, etc., yetImport, but not from PromptCat, etc., yet

Slide 13: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 Export bibliographic records in MARC, in Dublin Core HTML, or in Dublin Core RDF. For export to a local system, verify which formats your local system can accept. You can export authority records in MARC format only. Export bibliographic records in MARC, in Dublin Core HTML, or in Dublin Core RDF. For export to a local system, verify which formats your local system can accept. You can export authority records in MARC format only.

Slide 14: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.

Slide 15: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.

Slide 16:Browser demo

Setting up an automatic logon Small browser tips: F11 and don’t use forward or back buttons, or stop Setting up tabs and services options Finding Help and documentation Keystroke shortcuts Searching and search results Truncated search results: additional fields in pop-up (dine,out) Keystroke list: on keystroke shortcut options or shift-F7, and print from list Searching: alt-Q Command box Tabs: if webdewey subscription, take out tab for cataloging and open WD-only session Constant data: same as client: apply by name or choose from a list; or, default is associated with authorization; 1 online file per institution; access from either client or browser Pathfinders are subject-guide Web pages that libraries create to consolidate links to selected electronic resources on a topic. They categorize the resources, provide informative annotations, and integrate descriptions and locations for related resources available via the library but not web-accessible. Connexion provides tools to help libraries create and manage pathfinders and to facilitate collaboration on pathfinder development and maintenance Tech support email Truncated search results: additional fields in pop-up (dine,out) Keystroke list: on keystroke shortcut options or shift-F7, and print from list Searching: alt-Q Command box Tabs: if webdewey subscription, take out tab for cataloging and open WD-only session Constant data: same as client: apply by name or choose from a list; or, default is associated with authorization; 1 online file per institution; access from either client or browser Pathfinders are subject-guide Web pages that libraries create to consolidate links to selected electronic resources on a topic. They categorize the resources, provide informative annotations, and integrate descriptions and locations for related resources available via the library but not web-accessible. Connexion provides tools to help libraries create and manage pathfinders and to facilitate collaboration on pathfinder development and maintenance Tech support email

Slide 17:Help and documentation

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

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