Mary Alice and Tom OMalley Library

1

OCLC Connexion Client Version 1.30 April 27th,
2005

• Mary Alice and Tom OMalley Library
• Manhattan College
• Technical Services Department
• Staff Training Lesson III

Created and Prepared by Bernadette
Lopez-Fitzsimmons, Cataloger Librarian, Technical
Services Department, Mary Alice and Tom OMalley
Library, Manhattan College,Riverdale,
NY Contact Bernadette.Lopez_at_manhattan.edu
2

INTRODUCTION

• TO REVIEW PAST TWO LESSONS ON CONNEXION CLIENT
  Versions 1.30 and 1.20.
• TO REVIEW USING ltEDIT MENUgt WITH HANDS-ON
• PRACTICE in CONNEXION CLIENT 1.30 (current
  version).
• TO REVIEW HOW TO lt PRODUCEgt A RECORD IN PASSPORT
  AND CONNEXION CLIENT 1.20.
• TO REVIEW COMMANDS IN ltPRODUCING RECORDSgt
• FOR DIFFERENT LIBRARY MEDIUMS (ie., print, VHS,
  DVDs, CDs, CD-ROMs, mixed medium) IN PASSPORT AND
  CONNEXION CLIENT 1.20.
• TO INTRODUCE CONNEXION CLIENT VERSION 1.30THE
  LATEST VERSION FOR STAFF USE IN ACCESSING,
  MANIPULATING AND ALTERING MARC RECORDS.

Created and Prepared by Bernadette
Lopez-Fitzsimmons, Cataloger Librarian, Technical
Services Department, OMalley Library, Manhattan
College, NY Contact Bernadette.Lopez_at_manhattan.e
du
3
AGENDA

• REVIEW OF LAST WEEKS LESSON on CONNEXION
• CLIENT Version 1.20.
• EXPLAIN CONNEXION CLIENT VERSION 1.30
• SIMILARITIES DIFFERENCES WITH CONNEXION CLIENT
  1.20.
• SIMILARITIES DIFFERENCES WITH PASSPORT such as
  FUNCTION KEYS.
• REVIEW ltEDIT MENUgt IN LATEST CLIENT VERSION 1.30.
• DEMONSTRATE USING ltEDIT MENUgt IN CLIENT 1.30.
• INTRODUCE THE ltACTION MENUgt IN CLIENT 1.30.
• PRACTICE USING ltACTION MENUgt and ltEDIT MENUgt
  COMMANDS.
• RECAP ltBATCH MENUgt ALREADY USED IN DAILY WORKFLOW.

Created and Prepared by Bernadette
Lopez-Fitzsimmons, Cataloger Librarian, Technical
Services Deparment, OMalley Library , Manhattan
College, NY Contact Bernadette.Lopez_at_manhattan.ed
u
4
Overview

• ltEDIT MENUgtTO MAKE CHANGES IN MARC
• RECORDS FOLLOWING MENU COMMANDS .
• ltACTION MENUgtTO ltUPDATE PRODUCE HOLDINGSgt.
• ltACTION MENUgt USING ltSAVE TO LOCAL FILEgt IN C
  DRIVE.

ltEdit Menugt
ltBatch Menugt
ltAction Menugt
Created and Prepared by Bernadette
Lopez-Fitzsimmons, Cataloger Librarian, Technical
Services Department, OMalley Library, Manhattan
College, NY Contact Bernadette.Lopez_at_manhattan.ed
u
5
Vocabulary

• ltEDIT MENUgt
• ltACTION MENUgt
• ltSAVE TO LOCAL FILEgt
• ltDELETE FIELDgt
• ltINSERT BLANK LINEgt
• ltUNEDITgt
• ltVALIDATEgt
• ltPRODUCE UPDATE HOLDINGSgt
• ltREFORMATgt
• ltCTRL Dgt TO TYPE DELIMITER
• ltBATCH MENUgt
• OFFLINE
• ONLINE

Created and Prepared by Bernadette
Lopez-Fitzsimmons, Cataloger Librarian, Technical
Services Department, OMalley Library, Manhattan
College, NY Contact Bernadette.Lopez_at_manhattan.ed
u
6
TOPIC ONEltSAVE TO LOCAL FILEgtSAVE FILE GIVE
OF SAVED ITEMS
LOCAL FILE C DRIVE
ltSEARCH LOCAL BIBLIOGRAPHIC SAVE FILEgt
TITLE
OCLC Control No.
Save File Number
Created and Prepared by Bernadette
Lopez-Fitzsimmons, Cataloger Librarian, Technical
Services Department, OMalley Library, Manhattan
College, NY, Contact Bernadette.Lopez_at_manhattan.
edu
7
Topic Two

• F3 to ltSEARCH LOCAL BIBLIOGRAPHIC SAVE FILEgt OR
  CLICK ICON.
• ltLOCAL BIBLIOGRAPHIC SAVE FILE LISTgt DISPLAYED.
• CHECK LIST FOR ITEMS ADDED.
• LOG OFF (FILE MenugtLog off or ALT F1.
• Make changes as needed in records OFFLINE.
• Click Label Icon in record window.
• Make changes in Label.
• Close Label Dialog.

Created and Prepared by Bernadette
Lopez-Fitzsimmons, Cataloger Librarian, Technical
Services Department, OMalley Library, Manhattan
College, NY, Contact Bernadette.Lopez_at_manhattan.e
du
8
SummaryReview Menu Commands

• ltACTION MENUgt.
• ltPRODUCE UPDATE HOLDINGSgt ----OFFLINE OR
  ltSHIFT F7gt.
• CLOSE RECORD.
• CHECK R IN ltLOCAL BIBLIOGRAHIC SAVE FILE LISTgt
  IN PRODUCE COLUMN
• ltBATCH MENUgt.
• GO TO ltPROCESS BATCHgt.
• ltPROCESS BATCHgt DIALOG DISPLAYED.
• CLICK CHECK BOX FOR DefaultBib.bib.db
• CHECK BOX UNDER PROCESS for ltONLINE RECORD
  ACTIONSgt.
• CLICK ltOKAYgt OR HIT ENTER.
• RESULTS OF BATCH PROCESSING DISPLAYED.
• CHECK THAT LIST OF RECORDS CONTAINS A BOX HELD.
• PRODUCE COLUMN SHOULD SAY C FOR COMPLETED
  ACTION.
• RECORDS PRODUCED AUTOMATICALLY OVERNIGHT.
• CHECK VOYAGER CLIENT FOR RECORDS THE NEXT
  DAYTOMORROW.
• OFFLINE means that you are NOT Logged ON. To
  check whether you are online or offline, go to
  FILE MENU.
• OVERNIGHT BULK IMPORT DONE BY ENDEAVOR EACH
  NIGHT WILL BE DISCONTINUED AS OF JUNE 30TH, 2005.
  FOLLOW BATCH PROCESSING (See handout entitled
  CONNEXION BATCH PROCESSING.

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SCHEDULED CHANGES IN CATALOGING WORKFLOW

• THURSDAY, APRIL 28TH, CONNEXION CLIENT VERSION
  1.30 REPLACES PASSPORT.
• MAY/JUNE 2005FOLLOW HANDOUT WHICH ALLOWS FOR
  OVERNIGHT BULK IMPORT BY ENDEAVOR.
• JUNE 2005TEST PROCEDURE FOR CONNEXION BATCH
  PROCESSING.
• TUESDAY, JUNE 14TH, WALDO GENERAL
  MEETINGANNOUNCE CONTRACT CHANGE TO DISCONTINUE
  OVERNIGHT BULK IMPORT BY ENDEAVOR.
• THURSDAY, JUNE 30TH --LAST OVERNIGHT BULK IMPORT
  BY ENDEAVOR.
• TUESDAY, JULY 5TH, 2005CATALOGING WORKFLOW
  FOLLOWS CONNEXION BATCH PROCESSING STANDARD
  PROCEDURE.
• ASSIGNMENT
• LET ME KNOW OF ANY PROBLEMS, INCONSISTENCIES,
  QUESTIONS, ETC.
• MAINTAIN YOUR EXCELLENT SENSE OF HUMOR!

Created and Prepared by Bernadette
Lopez-Fitzsimmons, Cataloger Librarian, Technical
Services Department, OMalley Library, Manhattan
College, NY Contact Bernadette.Lopez_at_manhattan.e
du