Getting Started with OCLC Connexion Client

What is OCLC Connexion?

OCLC Connexion

OCLC Connexion^® is your access to the OCLC system for cataloging. Two interfaces are available, the Microsoft^® Windows-based software client ("the Connexion client") and a browser-based interface ("the Connexion browser"). See separate documentation for the Connexion browser at: http://www.oclc.org/support/documentation/connexion/browser/.

Both interfaces offer complete cataloging functions. Each also offers unique features.

For example, the client provides support for the following non-Latin scripts for cataloging:

• Arabic
• Bengali
• Chinese
• Cyrillic
• Devanagari
• Greek
• Hebrew
• Japanese
• Korean
• Tamil
• Thai

OCLC Connexion is available 24 hours, Monday through Sunday.

Note: OCLC occasionally conducts maintenance on the system, most usually on Sundays from 2 am to 6 am U.S. Eastern Time. OCLC usually provides advance notice about these maintenance periods via listserv messages and on the system alerts Web page at http://www.oclc.org/support/systemalerts/.

Cataloging functions in both Connexion client and browser interfaces

Catalogers can use either the client or browser interface to Connexion for the following functions:

• Search WorldCat online
• Create and edit bibliographic records, including constant data
• Open MARC field Help from Bibliographic Formats and Standards for immediate field descriptions as you catalog
• Use authority records and control headings in bibliographic records
• Take OCLC actions on records
• Take OCLC actions on multiple records selected in a list
• Export records
• Print labels
• Import records
• Open OCLC system news
• Report errors in bibliographic and authority records to OCLC quality control staff
• Search the Library of Congress (LC) authority file
• Complete Name Authority Cooperative Program (NACO) activities
• Conduct peer reviews of records
• Open a WebDewey-only session
• Access your library's OCLC usage statistics
• Insert data from cited records automatically
• Select validation options for setting holdings and exporting
• Open a local holdings maintenance browser window to maintain local holdings records for WorldCat records
• Catalog electronic resources by automatically extracting metadata and creating a preliminary workform
• Search for superseded LC authority history records; opening LC distributed authority record from a history record and vice versa
• Open guided entry windows to edit or insert fields 006, 541, or 583
• Display a record in a "Find in a Library" view in WorldCat.org
• Export bibliographic records using either MARC 21 (default) or one of the following Dublin Core record standards
  • For export, select Dublin Core Qualified, Dublin Core Simple, OCLC Dublin Core Qualified, or OCLC Dublin Core Simple
  • For import, select Dublin Core Qualified or Dublin Core Simple
    
    Note: Dublin Core standards are structured in XML
• Access institution records attached to master records for additional cataloging data
• Access SCIPIO records describing art and rare book sales catalogs for sales from the late sixteenth century to the present

Additional cataloging functions available only with the Connexion client

Catalogers can use the following functions in the client only:

• Catalog offline and online
• Use local save files (located on your workstation or shared drive) as well as your library's online save file
• Create local constant data records, as well as online constant data, to insert often used MARC-formatted content
• Validate records offline
• Batch process WorldCat and LC authority file searches
• Batch process OCLC actions on records, including exports and label printing
• Batch process setting or deleting holdings by OCLC number without first downloading the records
• Create text strings to insert frequently used data
• Write macros using client-specific commands to automate frequent tasks
  Or
  Use a macro recorder to create macros automatically
• Use the client's built-in label printing capability
• Print local accessions lists
• Create multiple user profiles (sets of client options) to catalog for more than one library
• Check spelling in records
• Choose a language for the client interface in addition to English: select Chinese (simplified or traditional), English, German, Japanese, Korean, or Spanish
• Use Arabic, Bengali, Chinese, Cyrillic, Devanagari, Greek, Hebrew, Japanese, Korean, Tamil, and Thai scripts for cataloging
• Automatically transliterate romanized data in Arabic and Persian records to Arabic script data (two ways)
• Validate MARC-8 characters separately from record validation
• Convert invalid CJK characters to MARC-8 automatically
• Search the Hong Kong Chinese Authority Names file (read-only access)
• Upload digital files to a CONTENTdm collection and automatically add field 856 to the WorldCat record that contains the URL to open the digital content (for authorized CONTENTdm users with correct setup only)
• Customize WorldCat search and browse index lists
• Define a startup action or macro to run each time you open the client
• Use quick tools for entering command line WorldCat searches and for using and managing text strings and user tools
• Drag and drop to reposition toolbars or to reposition buttons on the main client toolbar
• Set up a Z39.50 access to your library's integrated local system (ILS) to retrieve local bibliographic records
• As an alternative to the client function for inserting diacritics and special characters, use an RLIN21 Latin keyboards
• As an alternative to using Windows keyboards or IMEs for entering Arabic, Cyrillic, and Hebrew scripts, use RLIN21 keyboards for these scripts
• Add variant name headings using MARC-8 non-Latin character sets to LC authority file records
  
  Note: Support for this function is ready in client 2.10; actual availability of this feature from the Library of Congress will be announced no earlier than April 2008.

For a detailed list of what's new, see "What's new in this version?" in client Help.

For a list of changes in existing features, see the "Update the client" section.

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Hardware, software, and user requirements

Hardware

See specifications outlined by Microsoft for your version of Windows. Contact your OCLC regional service provider if you need assistance with selecting or upgrading hardware.

Windows operating system

The Connexion client is supported for use with 32-bit versions of the following Microsoft Windows operating systems:

• Windows 2000
• Windows XP (Home and Professional editions)
• Windows Vista (for Connexion client 2.00 and higher)
  
  Note: See exception in the last section of this chapter below.

User level requirements

• Windows 2000 and XP
  • You may be able to install the Connexion client-only software with lower level privileges than administrator, depending on your particular workstation setup. However, OCLC recommends that you install the software with local administrator privileges.
  • You must have local administrator privileges to install the Connexion client complete software.
  • You do not need local administrator privileges to run the client.
• Windows Vista
  • You must be a local administrator to install any software program, including either version of the Connexion client.
  • You do not need local administrator privileges to run the client.

Disk space

Minimum hard-disk space required for the Connexion client: 50 MB.

Supporting programs required

• Microsoft .NET Framework 2.0
• Microsoft Data Access Component (MDAC) Version 2.7 or higher
• Microsoft Windows Installer 3.0 or higher

See sections below for details.

Microsoft .NET Framework 2.0

The client requires that Microsoft .NET Framework version 2.0 be installed on your workstation. You may also have other versions of .NET installed on your workstation.

Note: If higher versions of .NET are required for future versions of the client, you can continue to have multiple versions of .NET installed simultaneously without causing any problems with running the client. The client always uses the required version of .NET.

Install for the first time

• If you have never installed the Connexion client before installing version 2.00, and .NET is not already on your workstation, you may want to consider installing .NET 2.0 ahead of time to make the client 2.00 installation faster.
• To check whether required version 2.0 of .NET Framework is already installed on your workstation:
  In Windows, go to Start menu > Control Panel, Add or Remove Programs. Look for Microsoft .NET Framework in the list of installed programs and verify that the version number is 2.0.
• If you have .NET, download Connexion client-only software.
• If you do not have .NET, download Connexion client complete software, which includes .NET 2.0.
• See more about system requirements for Microsoft .NET Framework on the Microsoft Web site at: < http://msdn.microsoft.com/netframework/technologyinfo/sysreqs/default.aspx >.
• See "User requirements for .NET" below.

Upgrade from your current version

• OCLC already installed .NET 2.0 when you installed version 1.60 or higher of the Connexion client . When you upgrade to version 2.00, you already have .NET 2.0, and you may also have .NET 1.1 installed. The client always uses .NET 2.0.
• If you are upgrading from the previous version of the client, download Connexion client-only software.

User requirements for .NET

• When installing .NET separately or with the Connexion client-only software under any supported Windows operating system, you must log on in Windows with local administrator privileges.
• Under Windows 2000 and XP, OCLC recommends that you install the software with local administrator privileges, even though you may be able to install the Connexion client-only software with lower level privileges, depending on your workstation setup.
• Under Windows Vista, you must have administrator level privileges to install any software program, including both the complete Connexion client software and the Connexion client-only software.

See more about system requirements for Microsoft .NET Framework on the Microsoft Web site at: http://msdn.microsoft.com/netframework/technologyinfo/sysreqs/default.aspx.

Microsoft Data Access Component (MDAC) 2.7

The client requires that you have Microsoft Data Access Component (MDAC) Version 2.7 or higher installed on your workstation.

• MDAC is included in the Windows XP and Vista operating systems
• Under Windows 2000, if you are installing Connexion client for the first time, you can install MDAC separately before you install the client to make the client installation faster (go to http://msdn.microsoft.com/downloads/).
• If you have installed MDAC separately or already have MDAC installed by a previous client version, select Connexion client only software on the Software downloads Web page.
• If you have not installed the client before and you are installing under Windows 2000, select Connexion client complete software on the Software downloads Web page, which installs MDAC along with the client (see next section on downloading and installing the client).
• See installation instructions in the next section, "Download, install, and open the client."
• If you are unsure whether you have MDAC installed, OCLC recommends using the Connexion client complete software, which checks to see if MDAC is needed.
• When installing MDAC separately or with the Connexion client complete software under any supported Windows operating system, you must log on in Windows with local administrator privileges.
• When installing the Connexion client-only software under Windows 2000 and XP, OCLC recommends that you install the software with local administrator privileges, even though you may be able to install with lower level privileges, depending on your particular workstation setup.
• Under Windows Vista, you must have administrator level privileges to install any software program, including both the complete Connexion client software and the Connexion client-only software.

Windows Installer 3.0

The client requires that you have Windows Installer 3.0 or higher installed on your workstation. If you previously installed version 1.60 or higher of the client, you have Windows Installer 3.0.

If you have never installed the client, please note that the Windows Installer 3.0 may already have been installed with some Windows updates.

If not installed, you can install it from the Microsoft Web site at: http://www.microsoft.com/downloads/details.aspx?FamilyID=889482FC-5F56-4A38-B838-DE776FD4138C&displaylang=en.

Internet connection

An Internet connection is required for the following functions:

• Client log on.
  You must have a TCP/IP Internet connection to log on to the OCLC system from the client. You can use these access methods:
  • OCLC Default (http://connexion.oclc.org) (appropriate for most users)
  • Other URL (you enter a URL) For more information, see the "Set up communications and log on" section.
• Offline record validation.
  Although you do not need to be logged on to the OCLC system to validate records offline, your workstation must have Internet access for validation to work when you are offline.
• Creating records for electronic resources.
  An Internet connection is required to use Cataloging > Create > Extract Metadata, a feature that creates records by automatically extracting data from electronic files.
• Automatically transliterating Arabic script in Arabic or Persian records while offline.
  An Internet connection is required to use Edit > Transliterate > Arabic [or Persian] to transliterate existing romanized data (Latin-script-equivalent data) in retrieved WorldCat records to equivalent Arabic script data.
• Attach digital content.
  An Internet connection is required to use Edit > Attach Digital Content, a feature for attaching electronic files to WorldCat records and entering the digital content directly into CONTENTdm collections (available only to those with a CONTENTdm authorization who use the hosting service).

Internet Explorer Web browser

The client requires that you have Internet Explorer (IE) Version 5.5 through 7.0 installed on your workstation. IE need not be your default Web browser. It is not actually started when you use the client, but it must be installed for the client and the client Help to work properly.

Fonts for printing records and labels

• The client default font for printing records and lists is either the Arial Unicode MS font, if it is installed, or the default Windows font on your workstation.
• OCLC recommends that you have the Arial Unicode MS font installed on your workstation for access to the set of diacritics and special characters adopted by the American Library Association (ALA) for use in Latin script MARC records.
• This font is included with many Microsoft applications such as Microsoft Office 2000, Office XP, etc., but it is not automatically installed with these Microsoft applications. For installation instructions, run one of the Microsoft applications such as Word. Go to Help, and search for Arial Unicode MS. Other Unicode-based fonts may also work in the client.
• The client default font for printing labels is the ALA BT Courier font, which is installed with the client software. OCLC recommends this font for printing labels.
• Font settings for printing records, lists, and labels are in Tools > Options > Fonts.

Languages for non-Latin script cataloging

If you use non-Latin-based scripts for cataloging and use English as the default language on your workstation, you may need to install appropriate languages and input keyboards or Input Method Editors (IMEs) on your workstation (Start > Settings > Control Panel > Regional Options or Regional and Language Options).

You must log on with local administrator privileges to install languages and input methods. You must also either insert your Windows operating system CD-ROM or access the system files from your network to complete the installation. Contact your system administrator or in-house technical support if you need help.

Alternative for some scripts: Download and install RLIN21 keyboards for entering data in Arabic, Cyrillic, or Hebrew script or for entering Latin script diacritics and special characters. See the section on installing the RLIN keyboards for instructions.

Interface language display

The client provides Chinese (simplified or traditional), English, German, Japanese, Korean, and Spanish interfaces (Tools > Options > International). If you select Chinese, Japanese, or Korean, you must have an input method installed for the language or you must use a Chinese, Japanese, or Korean version of Windows for the interface to display correctly.

Windows Vista does not support peripheral legacy client Help topics

• The main Connexion client Help file (clienthelp.chm) is compatible in Vista. It works the same way under Windows Vista as under Windows 2000 and XP.
• A few legacy client Help files (*.hlp) that run on a Help engine no longer supported for Vista.
• The affected parts of client Help are:
  • Dialog Help topics for export settings windows
  • OML and Basics Help for macros (osbl5x.hlp)
  • Macro Editor Help (osbi5x.hlp)

    Note: Help topics on client-specific macro commands are not affected. These topics are in the main Help file, clienthelp.chm. See topics in Basics, Use Macros.

• If you try to open Help topics in any of these older Help files, you receive a Microsoft Vista Help topic explaining why you cannot open Help and, in some cases, an error message.
• If you use the client with Vista and need to continue using Help topics or files listed above, you must download and install the WinHlp32.exe Help engine from the Microsoft Web site (http://go.microsoft.com/fwlink?LinkID=82148).
• See details in Basics, Get Support and Information, "Use client Help."

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Download, install, and start the Connexion client

Overview

This section explains how to download Connexion client files from the OCLC Web site and install the program.

If you are upgrading from a previous version, please read the "Update the Connexion client" section before you upgrade.

General procedure

1. Download a self-extracting, compressed file.
   • The file extension is *.exe (asterisk = a file name that varies by client version).
   • Select either Connexion client complete software (with .NET and MDAC) or Connexion client-only software (without .NET and MDAC).
   • Save the file to a folder on your workstation, or save to a folder on a server to install to multiple workstations.
2. Uncompress the downloaded file to install.
   
   The client extracts the files you need and starts setup. You do not need special software to uncompress.

Before you install

• Close open programs on your workstation, including those that run in the background, such as screen savers, and those that run automatically when you start Windows (check Start > Programs > Startup).
• Check the "Hardware, software, and user requirements" section.
• Disable anti-virus programs.
• Reminders:
  • If you are installing the complete client software (includes .NET and MDAC) under Windows 2000, XP, or Vista, you must log on to Windows as a local administrator.
  • If you are installing the client-only software under Vista, you must log on to Windows as an administrator.
  • OCLC recommends always installing as a local administrator, whichever client version you intend to install using any supported Windows operating system.
• Caution: Before upgrading to a new version of the Connexion client, first uninstall the current version. Uninstalling does not remove or change your option settings, customizations, or data files (see the "Update the client" section for more information).

Download and install Connexion client

	Action
1	Open your Internet browser to http://psw.oclc.org, and click Software downloads in the list of links on the left.
2	Type your OCLC authorization and password and click Enter.
3	On the Software downloads page, double-click the link for one of the following: Connexion client 2.00 complete software (with .NET and MDAC) Connexion client only software (without .NET and MDAC) See more about .NET and MDAC in the previous section on requirements and in the notes following this procedure.
4	The OCLC Software License Agreement opens. You must accept the terms of agreement to download the software. At the end of the page, click the button next to I Agree.
5	In the File Download window, click Save to save the download file to your workstation or to a server.
6	In the Save As dialog, expand the Save in list, and select a location to save the file. Then click Save. Remember the location for the next step. You can now close the browser.
7	Start setup and install the Connexion client: In Windows Explorer, navigate to the folder where you saved the downloaded file. Double-click the *.exe file or highlight it and press <Enter>. The setup program starts automatically.
8	Follow prompts to complete the installation. For most users, accept the default settings throughout installation. In most windows of the Setup program, simply click Next. In the License Agreement window, click the button next to I Agree, and then click Next. You must re-confirm that you accept the license to install the program. In the Select Installation Folder window: Keep the default location for installing on your workstation: X:\Program Files\OCLC\Connexion\, where X = letter of your hard drive. Click Next. Or Enter a different path name or click Browse to select a location, such as a folder on a server for installing to multiple workstations, and then click Next. Skip to next bullet point if you are not logged on as a local administrator. The following selection is available only if you are logged on to Windows as a local administrator. Designate installation for: Just Me if you are the only one who will use the client on the workstation Or Everyone if others will also use the client on the workstation Caution: Make the same selection each time you upgrade to the next client version. Otherwise, the upgraded client is inoperable, and you must uninstall and then re-install. See the "Update the Connexion client" section for more information. Optional. Click Disk Cost to see available disk space and amount of disk space required.
9	Optional. To cancel installation any time, click Cancel and then click Yes to confirm. To resume installation after cancelling, start the process over from the beginning.
10	Important! When installation is complete, shut down and restart your workstation before running the client. Note: The installation program adds the Connexion client icon to your desktop: .

Notes on .NET and MDAC:

• If the client installs or upgrades .NET, you get a message that the prompts to install the client may be delayed several minutes.
• If the client installs MDAC, you may be prompted to shut down and restart your workstation during the installation process. After restarting your workstation, the installation program should resume on its own. If not, restart the installation.

See more about .NET and MDAC in "Hardware and software requirements."

Start the client

Action
On the Windows Start menu, click Programs > OCLC Connexion. Or On the desktop, double-click the Connexion client shortcut icon: .

Caution. What to do if your client desktop icon does not work: If you run the client under Windows XP or Vista under a User security level, the first time you use the shortcut icon to open the client after installing version 2.00, you may get an error that prevents the shortcut from working. If this happens, you can create a desktop shortcut:

1. Navigate to the Connex.exe file in X:\Program Files\OCLC\Connexion\
   Program\Connex.exe (X = the letter of your hard drive).
2. Right-click the file, and then click Create Shortcut.
3. Drag the shortcut to the desktop. It becomes an icon.
4. Optional. To shorten or change the name of the icon, single-click the text attached to the icon, and then single-click again to select and edit the text.
5. Optional: Right-click the original shortcut icon that did not work and click Delete to remove it from the desktop. Deleting a shortcut from the desktop does not delete the software.

Notes on opening the client:

• When you first open the client after installing for the first time, the Choose Interface Language window may open so that you can select an interface language. Accept the default or select a language.
• Occasionally, a New Components Available dialog opens so that you can download files containing small changes in the client configuration without having to install a new version. Click Yes to download the files immediately or click Remind me later to download later.
  
  The new components will be included automatically in the next client version when you upgrade.

Uninstall the client

OCLC highly recommends that you uninstall the client before you upgrade to a new version.

	Action
1	Click the Windows Start menu, and then click Settings > Add/Remove Programs.
2	In the Add/Remove Programs window, scroll the list and select OCLC Connexion client.
3	Click Remove, and then click Yes to confirm. Note: If you previously upgraded the client to a newer version without first uninstalling, you may have more than one entry for the OCLC Connexion client in the Add/Remove Programs window. If so, remove all entries.

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Install RLIN21 Arabic, Cyrillic, Hebrew or Latin keyboards

About keyboards for entering script data in the Connexion client

• RLIN21 Arabic, Cyrillic, and Hebrew keyboards:
  • RLIN21 keyboards. RLIN21 Arabic, Cyrillic, and Hebrew keyboards were previously created by RLG for use with RLIN21. The Connexion client supports the keyboards to assist RLIN21 catalogers switch to the client.
  • Windows input keyboards. Previously, Connexion client catalogers used Microsoft Windows input keyboards to enter these scripts. Now, you can continue using Windows keyboards or install and use RLIN21 keyboards.
  • Difference: RLIN21 keyboards include characters specific to each script. Microsoft keyboards include characters specific to a language written in a particular script.
    
    Example: Using the single RLIN21 Arabic keyboard, generate Arabic script characters for Arabic, Persian, and Urdu instead of switching among separate Microsoft keyboards for each language to enter script data.

  Note: For Chinese, Japanese, and Korean (CJK), you must use Windows Input Method Editors (IMEs). For other supported scripts (Bengali, Devanagari, Greek, Tamil, and Thai), use Windows keyboards. See also, Cataloging, International, "Input methods for languages that use non-Latin scripts."

• RLIN21 Latin keyboard:
  • RLIN21 catalogers making the transition to Connexion client who want to enter diacritics and special characters the same way they did in RLIN21 can use the RLIN21 Latin keyboard or RLIN21 equivalent keystroke shortcuts (see the URL location of a list of these keys at the end of this section).
  • Existing client function. To use the existing functionality for entering a diacritic or special character, click Edit > Enter Diacritics and select the image or name for a character, or use assigned client keystrokes (see a complete list of client assigned keys in View > Assigned Keys).
  • The client supports both methods of entering diacritics and special characters.

Install an RLIN21 keyboard

Notes:

• You must have local administrator rights for your workstation to download and install the RLIN21 keyboards.
• After installing, you must make an installed keyboard available on your workstation—that is, select it under the English (United States) input locale for your workstation—before you can use the keyboard.

To install a keyboard:

	Action
1	In your Internet browser, go to http://psw.oclc.org, and click Software downloads in the list of links on the left.
2	Type your OCLC authorization and password and click Enter.
3	On the Software downloads page, click the link for one of the following: RLIN21 Arabic keyboard (downloads ARBr21.exe file) RLIN21 Cyrillic keyboard (downloads CYRr21.exe file) RLIN21 Hebrew keyboard (downloads HBRr21.exe file) RLIN21 Latin keyboard (downloads LATr21.exe file)
4	Scroll to the end of the OCLC Software License Agreement and click I Agree.
5	In the File Download window, check the *.exe file name to be sure you are downloading the keyboard you want, and then click Save.
6	In the OCLC Software License Agreement window, click I Agree again to confirm your acceptance of the agreement.
7	In the Save as window, expand the Save in list if needed to navigate to the folder where you want to save the file. Select the folder, and then click Save. The window title changes to Download Complete. A message in the window also confirms that the file is downloaded. You can now close the browser.
8	In Windows Explorer, navigate to the folder where you saved the *.exe file. Double-click the file or highlight it and press <Enter>. You receive an Installation Complete message. Click Close.
9	Repeat this procedure to install additional RLIN21 keyboards if needed.
10	Shut down and restart your workstation before you use the keyboard(s).

Make an installed RLIN21 keyboard available for use

After installing a keyboard, you must make it available for use in Windows. Instructions differ somewhat, depending on your version of Windows. Follow instructions on the Microsoft Web site for your version. See:

• Enabling International Support in Windows 2000 at:
  http://www.microsoft.com/globaldev/handson/user/2kintlsupp.mspx
• Enabling International Support in Windows XP at:
  http://www.microsoft.com/globaldev/handson/user/xpintlsupp.mspx
• For Windows Vista, see information about languages, scripts, keyboards, and input methods from Microsoft's Vista Global Development and Computing Portal Web page at http://www.microsoft.com/globaldev/vista/vistahome.mspx.

Caution: You must make RLIN21 keyboards available for use under the English (United States) input locale when you follow the Microsoft instructions. Do not install under any other language.

For example, in Windows 2000, follow these steps:

1. Go to the Windows Start menu and click Settings > Regional Options.
2. Click the Input Locales tab. (Depending on your iteration of Windows 2000, that is, the service pack installed, you may need to click Change to open an input locales settings dialog.)
3. Under Installed Services, click EN English (United States) (selected as the default language unless you changed this setting), and then click Add.
4. In the Add Input Locale dialog, make sure English (United States) is selected in the Input Locale list. Then click to expand the Input Keyboard/IME list and scroll to locate the RLIN21 keyboard. Click to select it.
   Or
   If you clicked Change and the Add Input Language dialog opened, click the Keyboard Layout/IME check box and scroll the list below it to find the RLIN21 keyboard you want to make available. Click to select it.
5. Click OK. The RLIN21 keyboard you selected now appears under English (United States) in the Installed Services list of the Input Locales tab.
6. Click OK.

Select an RLIN21 keyboard to input script data

When you install languages and/or input keyboards or IMEs on your workstation,

a language indicator () appears in the Windows system tray (bottom right corner of the desktop). If you have multiple languages installed, clicking the

language indicator () expands a list of them. If not, the indicator contains only English (United States).

When you install keyboards under a language and the language is selected in the
language indicator, a keyboard indicator ( ) also appears in the system tray.

To select an RLIN21 keyboard for entering data:

	Action
1	Make sure that EN is selected in the language indicator () if necessary (that is, if you have multiple languages installed on your workstation). Tip: If you have multiple languages installed, use the Windows default keystroke shortcut <Left Alt><Shift> to toggle through the languages if needed.
2	Click the keyboard indicator () and select the name of the RLIN21 keyboard you want to use.

Caution:

• While using the RLIN21 keyboards, you cannot use Connexion client default keystroke shortcuts mapped to characters that include the Alt, Ctrl+Alt, or Ctrl+Alt+Shift keys.
• These key combinations are used with the RLIN21 keyboards and override the Connexion client keystrokes when you are using an RLIN21 keyboard.
• However, Connexion client function keys and keystrokes assigned to characters that include the Ctrl, Alt+Shift and Ctrl+Shift keys remain available.
  
  Examples:
  
  The default keystroke for Action > Delete Record, mapped to <Ctrl><Alt><D>, conflicts with the RLIN21 keyboards (contains Ctrl+Alt) and cannot be used. You must map Delete Record to another keyboard shortcut.
  
  However, you can continue to use the default keystroke for the delimiter character (<Ctrl><D>) and the default keystroke for Action > Export (<F5>), since they do not conflict with RLIN21 keyboards.

Uninstall an RLIN21 keyboard

Notes:

• You must have local adminstrator rights to uninstall the RLIN21 keyboards.
• You must first remove the keyboard from regional options before uninstalling (next procedure). If you do not, when you uninstall, you receive an error message, Fatal error during installation.

First, remove the keyboard from regional options:

	Action
1	Windows 2000: Click the Windows Start menu, and then click Settings > Control Panel > Keyboard. Click the Input Locales tab. Windows XP: Click the Windows Start menu, and then click Control Panel > Date, Time, Language and Regional Options. Click the Languages tab. Click Details.
2	In the list of language services available, under English (United States), select the name of the RLIN21 keyboard you want to remove.
3	Windows 2000: Click Remove and then click OK. Windows XP: Click Apply and then click OK.

Then, uninstall the keyboard program:

	Action
1	Click the Windows Start menu, and then click Settings > Control Panel > Add/Remove Programs.
2	In the alphabetical list of installed programs, scroll to the name of the RLIN21 keyboard that you want to uninstall and select it.
3	Click Remove. Click Yes to confirm.

Guides - RLIN21 keyboard layouts and RLIN21 Latin character keystroke shortcuts

• RLIN21^TM Keyboards (graphic layouts) at http://www.oclc.org/support/documentation/connexion/client/gettingstarted/gettingstarted/rlin21keyboards.pdf
• RLIN21 Latin Character Key Shortcuts (directions and a list of keystroke shortcuts for the RLIN21 Latin keyboard) at http://www.oclc.org/support/documentation/connexion/client/gettingstarted/gettingstarted/rlin21latincharacterkeystrokes.pdf

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Set up communications and log on

Access setting suitable for most users is the default

• By default, the client is set up to connect to the OCLC system by Internet access (OCLC Default: http://connexion.oclc.org), the connection suitable for most users.
• System connection settings are in the Access page in Tools > Options.
• Unless you need a specialized connection, skip to "Open the client and log on" below. Otherwise, see the next two sections.

Specialized access URL

To specify a URL for access to the OCLC system other than the OCLC default::

	Action
1	On the Tools menu, click Options, or press <Alt><T><O>, and then click Access if not already on top.
2	Click the button for Other URL.
3	In the adjacent text box, enter the URL. The address you enter is displayed under URL at the bottom of the dialog.
4	When finished, click Close, or press <Enter> to apply the settings and close the Options dialog. Or Click Apply to apply the settings without closing the dialog.

Optimize connection if your library uses proxy server(s) or a firewall

Check with your system administrator if you have trouble connecting to the OCLC system. If your library uses a proxy server or security firewall that may interfere with your connection, the client offers several options:

• Enter proxy server settings in the client.
• Set a persistent connection to keep the same TCP connection active to handle multiple requests.

To use these options:

	Action
1	In the Access page (Tools > Options), click the check box Use a proxy server to connect and enter your IP address and port number in the adjacent text boxes. Notes: If you do not know this information, ask your system administrator. Connexion client uses Windows proxy settings as its default settings. Even if the Use a proxy server to connect check box is not selected, but Windows settings point to a proxy server, the client will use these proxy settings for your OCLC connection. To find Windows proxy settings, go to Start > Settings > Control Panel > Internet Options > Connections and click LAN Settings.
2	If your proxy server requires user authentication, click the check box Use proxyserver authentication and enter your user ID, password, and domain name (password appears as asterisks when you enter it). (Default: Option cleared)
3	Optional. If you use a proxy server to connect to the OCLC system, and you have problems logging on: Click to select the Persistent Connection check box. (Default: Option cleared) Result: Extends an HTTP session, keeping the same TCP connection active throughout multiple requests from your workstation (works like a KeepAlive extension to HTTP).
4	When finished, click Close, or press <Enter> to apply the settings and close the Options dialog. Or Click Apply to apply the settings without closing the dialog.

Open the client and log on

You can customize the logon procedure in various ways (see next section for a list), for example, to set a default authorization and password.
Or
You can simply enter your authorization and password each time you log on to the OCLC system:

	Action
1	Open the Connexion client: On the Windows Start menu, click Start > Programs > OCLC Connexion. Or On the desktop, double-click the Connexion client icon: . Notes on opening the client and the client interface language: The first time you open the client or a new user profile, the Choose Interface Language dialog may open. Select one of the following languages, or accept the default: Chinese (Simplified) Chinese (Traditional) English (default) German Japanese Korean Spanish Change the interface language any time in Tools > Options > International.
2	Occasionally, when new client components are available, a New Components Available dialog may open so that you can download files containing small changes in the client without having to upgrade or install a completely new version. In the New Components Available dialog, click Yes to download the listed files immediately. Or Click Remind me later to download at another time. The window reopens each time you open the client until you download the files.
3	Two-step process: On the File menu, click Log On, or click , or press <Ctrl><F1>. Log on using the Logon OCLC Connexion dialog, and then click a command that opens a dialog to interact with the OCLC system (for example, click Cataloging > Search > WorldCat to open the Search WorldCat dialog). Or One-step process: Click any command that requires an online connection (for example, Cataloging > Search > WorldCat). The Logon OCLC Connexion dialog opens automatically. After you log on, the appropriate dialog opens (in the example, the Search WorldCat dialog) opens automatically. Alternative: Select a macro or action to run automatically at startup that includesautomatic logon using your default authorization and password. See "Run a startup macro or client action" below for details.
4	In the Logon OCLC Connexion dialog, type your nine-number OCLC authorization and password using: Hyphens: 123-456-789 Or No hyphens or spaces: 123456789 Or Customize logon. See "Customize interactive logon" below.
5	Click OK or press <Enter>.
6	When the system logs you on, the Message of the Day opens. To print the message, click Print. To view the message later in the session or to view it after you log off, go to View > Message of the Day. The client displays the Message of the Day from your last logon session.
7	Click Close or press <Enter> to close the Message of the Day. How do you know you are logged on? If you logged on using a command other than File > Logon, the appropriate dialog opens immediately. The Logoff toolbar button () becomes available, and the Logon button () is unavailable (grayed out). In the status bar, the online session timer starts. See "Customize automatic session timer and logoff warning" below.

Notes:

• When you are logged on for cataloging, the client uses the classification scheme, holding library code, institution symbol, and (for NACO libraries) MARC Organization Code associated with your logon authorization.
• You can open multiple copies of the client and log on using a different authorization/password for each copy if needed.
• You can also create different user profiles (Tools > User Profiles) that use different authorizations if you need to use different sets of options settings and customizations to catalog for different libraries.

Customize interactive logon

Go to Tools > Options > Authorizations. Logon setup options include:

• No customization: Enter authorization and password each time you log on
• Enter up to 10 authorizations (creates a list for the Logon OCLC Connexion dialog)
• Password-protect logon by entering an authorization but leaving the password blank
• Assign names to authorizations
• Set a default authorization
• Select no default authorization
• Assign a separate authorization to a local file for logon and for batch processing

The logon customizations in the following procedure are optional, except that you must set a default interactive authorization or local file authorization if you run batch processing (see "Manage local files" for more information):

	Action
1	On the Tools menu, click Options, or press <Alt><T><O>. Then click the Authorizations page. Or On the File menu, click Log On. In the Logon OCLC Connexion dialog, click Setup Authorizations.
2	Enter up to ten authorizations: In the Authorizations page, in a text box under Authorization, type your 9-number OCLC authorization using: Hyphens: 123-456-789 Or No hyphens or spaces: 123456789 In the adjacent text box, under Password, type the password for the authorization. The password does not display. It is masked by asterisks (***). Result: All authorizations you enter are listed in the Logon OCLC Connexion dialog each time you log on.
3	To password-protect logon: In step 2, leave the password blank. Anyone who logs on must enter the password each time.
4	To assign an identifying name to authorizations: In the adjacent text box, under Name, type a name for the authorization. Restriction: Do not use opening or closing parentheses in names. Result: When you log on, the box in the Logon OCLC Connexion window lists the authorization name first, if entered, followed by the authorization number in parentheses. The number appears in parentheses whether or not you enter a name for it.
5	To set a default general authorization: Under Default, click the button for the authorization/password you want to use as the default. (A dot in the adjacent button indicates the default selection.) Result: The client supplies the default authorization and password automatically in the Logon OCLC Connexion dialog when you log on or when you run batch processing. Tip: Even if you set a default authorization, the Logon OCLC Connexion dialog provides a list of all authorizations you enter. Select any authorization from the list (you do not have to change the default). Exception: For interactive logon or batch processing using a local file, the client uses the authorization/password for that file, if you assigned one via File > Local File Manager.
6	To select no default authorization: Click to select No Default Authorization to leave the authorization and password boxes empty when you open the Logon OCLC Connexion dialog. Each time you log on, type an authorization/password or select one from the list of authorizations you entered.
7	When finished, click OK to save your settings and close the dialog, or click Apply to apply your settings and leave the dialog open. Or Click Cancel to cancel your changes.

Default logon authorization for batch processing (required)

• Required. To run batch processing, you must define either:
  • A default general authorization (Tools > Options > Authorizations)
    Or
  • A default authorization specifically for a local file (File > Local File Manager).
• If you enter an authorization/password for a local file:
  • The client overrides any general default authorization/password you set up in Tools > Options > Authorizations and uses the one you assigned to that local file.
  • The authorization/password for the local file is always listed first in the Logon OCLC dialog list (facilitates batch processing), whether or not you have the local file open.
• If you do not enter an authorization/password for a local file, the client uses the general default authorization/password you set in Tools > Options > Authorizations, when you log on or run batch processing using the file.

Notes:

• Local files, logged on. When you are logged on, the client uses the classification scheme, holding library code, institution symbol, and (for NACO libraries) MARC OrganizationCode associated with your logon authorization.
• Local files, offline. Required. When you are working in local files offline, the client uses the classification scheme, holding library code, institution symbol, and NACO MARC Organization Code that you specify in Tools > Options > General. You must set these options to be able to catalog offline.
• Local files, label printing. For label printing, the client uses settings such as automatic stamps and tags for pocket labels from Tools > Options > Printing, whether you are logged on or offline.

Run a startup macro or client action

To run a macro or start a client action automatically when you open the client, set an option:

	Action
1	On the Tools menu, click Options, or press <Alt><T><O>, and then click General.
2	Click Startup Options.
3	Click a button to select a startup option: None (default) Run a macro Start a client function
4	If you select Run a macro, click the arrow in the macro list to display all of your client macros and select one. Or If you select Start a client function, click the arrow to display a list of the most likely commands you would run at startup and select an action. Note: Actions that require logging on, such as Logon + Search WorldCat, have several steps: The client automatically logs you on: Via a default authorization for the default bibliographic local file, if you set one (File > Local File / Authorization). Or Via your general default authorization (Tools > Options > Authorization page), if no local file default authorization is set. Or If no default local or general authorization is set, the client gives you an error message and opens the Logon dialog. You must log on manually. After logon, the Message of the Day opens. Click OK to close it. Then the client automatically opens the next dialog (such as the Search WorldCat dialog).
5	Click OK to keep your settings or Cancel to cancel changes you made.
6	In the General page, click OK to save changes you made, or click Cancel to cancelchanges, or click Apply to save changes and keep the Options dialog open.

Log off and exit the client

	Action
1	On the File menu, click Log Off, or click , or press <Alt><F1>. How do you know you are logged off? The Log Off toolbar button becomes unavailable (grayed out). The Log On toolbar button becomes available. The session timer no longer appears in the client status bar. Note: After you log off, you can view the session duration and other information using View >User Information.
2	Close the Connexion client: On the File menu, click Exit, or press <Alt><F4>. Or Click X in the upper right corner of the client window.

Automatic logoff for inactivity

• The client automatically logs off your online session after 39 minutes if you have not interacted with the system.
• You can check the digital timer display in the client status bar to see the time remaining on the inactivity timer. When you interact with the system, the timer resets and restarts the countdown.

  Example:

  14:30 (shows that you have 14 minutes and 30 seconds till automatic logoff unless you interact with the online system).

• When you take an action on a record or do a search, the inactivity counter for the current session resets to the maximum 39 minutes (or to the number of minutes you select in Tools > Options > General / Session Timer Options).
• The following interactions with the system reset the timer:
  • Retrieving any type of record online via searching or browsing
  • Saving any type of record to an online save file
  • Showing the default online constant data or showing online save file statuses
  • Controlling headings (but not uncontrolling)
  • Applying online constant data
  • Validating records while logged on (note that you can also validate records offline)
  • Taking OCLC actions on records immediately while online (commands on the Action menu or Holdings submenu, such as Update Holdings, Produce or Alternate Produce, etc., except Set Status)
  • Batch processing searches and/or record actions
  • Viewing holdings
  • Viewing the next or previous 100 records from a search results list

Customize automatic session timer and logoff warning

Use the following procedure to:

• Shorten the time before automatic logoff
• Display or hide the timeout warning message
• Change the timing of the warning message

	Action
1	On the Tools menu, click Options, or press <Alt><T><O>. Then click General.
2	Click Session Timer Options.
3	Select the number of minutes of inactivity before the client automatically logs you off the system. Or Highlight the number of minutes in the box and type a number. Default: 39 min. Range: 5 to 39 min.
4	Click to select or clear the Warn check box to display or hide the timeout warning. Default: Check box selected; warning displays.
5	In the Warn time list, select the number of minutes before automatic logoff to display a warning. Or Highlight the number of minutes in the box and type a number. Default: 5 min. Range: 1 to 9 min. Caution: You cannot set the timer and warning options to the same number of minutes. If you do, the client gives you an error message.
6	Click OK to save your settings or Cancel to cancel changes.
7	In the General page, click OK to save changes you made and close the Options dialogs, or click Apply to apply the setting without closing the dialog, or click Cancel to cancel your changes.

View session information

Action

To view current session information while logged on or to view session information from your last session when logged off: On the View menu, click User Information. Result: The User Information dialog opens, showing: Session ID (for current session if logged on or for the last session) Institution symbol Classification scheme MARC Organization Code (NACO participants) Cataloging level Authorities level Local Holdings level Profiled for institution records (Yes or No) OCLC logon time Local logon time Current local time Name of default online bibliographic constant data Name of default local bibliographic constant data Name of default online authority constant data Name of default local authority constant data Session duration

System responses for troubleshooting

The Access tab (Tools > Options > Access) contains check boxes for selecting or clearing options to collect response times and/or exact requests and responses during interactions with the OCLC system.

• Enable statistics logging option. Allows the client to log response times between your workstation and the OCLC system, if responses reach a certain (variable) length of time. Default: Check box selected.
• Enable transaction logging option. Allows the client to log exact requests and responses between your workstation and the OCLC system when you interact with the system. Default: Check box cleared.

Collecting this information can assist OCLC staff to evaluate system performance, if needed.

OCLC recommends keeping the default settings for these two options, unless advised otherwise by Connexion support staff for problem solving.

Any statistics and/or transactions logged are stored in X:\Documents and Settings\[user name]\ApplicationData\OCLC\Connex\HostResponse.log.

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Update the client

Update the client to version 2.10

• The end of life for all previous versions of the Connexion client is April 1, 2008. You must upgrade from versions 1.7X or 2.00 to versions 2.10 before April 1.
• To check your current version number, go to Help > About OCLC Connexion Client.
• The client will automatically remind you about upgrading 30 to 60 days before April 1 each time you open the program.
• Uninstall before upgrade: OCLC recommends that you uninstall your current version of the client before upgrading. See "How to uninstall the client" below.
• When you uninstall, with the possible exception of customized macros in OCLC-provided macro books (see Caution below), the client keeps your previous settings, customizations, and local files. You do not need to restore options or files after upgrading.
• To check that your client upgrade to version 2.10 was successful, open the client and click Help > About OCLC Connexion Client. Verify that the version number is 2.10.xxxx.xxxxx (x = any number).
• Caution. When you upgrade by installing the client-only software, the first time you open the new version, the installation program may run again immediately, before the client starts. This problem occurs only the first time you run the new version and does not affect the client's performance.
• Caution for those using Windows XP or Vista who run the client under a
  
  User security level: The first time you use the desktop shortcut icon () to open the client after installing version 2.10, you may get an error that prevents the shortcut from working. If this happens, create a new shortcut and delete the non-functional one:
  1. Navigate to the Connex.exe file in X:\Program Files\OCLC\Connexion\Program\ (X = the letter of your hard drive).
  2. Right-click the Connex.exe file, and then click Create Shortcut.
  3. Drag the shortcut to the desktop. It becomes an icon.
  4. Right-click the original shortcut icon that did not work and click Delete to remove it from the desktop.
     
     Tip: To shorten or change the name of the icon you created, single-click the text attached to the icon, and then single-click again to select and edit the text.

• Caution: "Install for everyone or just you" setting
  
  If you upgrade without first uninstalling the previous version of the client (please note that OCLC recommends uninstalling before you upgrade), in the Select Installation Folder window, when you select an option to install for everyone who uses the workstation or just for you, be sure to select the same option you selected when you originally installed the client. Otherwise, the client becomes inoperable, and you must then uninstall and re-install the new version.
  
  To determine which selection you made for the original client installation, check the location of the OCLC Connexion client shortcut:
  • If you selected installation for you only, OCLC Connexion is listed in X:\Documents and Settings\[your logon]\Desktop, where X = the letter of your hard drive.
  • If you selected installation for everyone, OCLC Connexion is listed in X:\Documents and Settings\All Users\Desktop
    
    You can prevent this problem by uninstalling the previous version of the client before upgrading.

Caution: OCLC-supplied macro books may be overwritten

If you stored macros you created in either of the OCLC-supplied macro books, OCLC.mbk or Dewey.mbk, rename the existing macro book before upgrading. Otherwise, whenever the OCLC macro books are overwritten, for example, to include updates or new macros, you lose the stored macros that you created.

OCLC recommends that you that you create your own macro book files to store macros you create, copy, or record, rather than adding them to OCLC-supplied macro books, especially OCLC.mbk.

Changes from version 2.00 to version 2.10

Retrieving genre headings became fully functional after 2.00 release

The Genre index (ge:) was added for LC authority file searching and browsing in version 2.00 of the client (released in June 2007). In September, the authority subjects distribution file loaded at OCLC from the Library of Congress included genre headings. From that time, you have been able to search, browse, display, and export authority records with X55 heading tags.

The X55 tagged authority records are also indexed in the LCSH index.

An example of a genre authority record is sh2007025004 (ARN 7519072), Fiction films.

Notes:

• Although the Genre index is not included in version 1.7X index drop-down lists in authority search and browse windows, 1.7X users can enter a command line search using the index label ge:.
• At version 2.10 release time, SACO participants cannot yet propose new headings.
• Currently, headings tagged as 655 with second indicator 0 are not candidates for controlling. The client may include an enhancement for controlling genre headings in a future version.

Expanded record standard options for exporting and importing bibliographic records

You now have the option to export in four Dublin Core record standards, using the UTF-8 character set, in addition to exporting and importing in MARC 21.

Go to Tools > Options > Export and click Record Characteristics to change the output from MARC 21 (default) to one of the following:

• Dublin Core Qualified
• Dublin Core Simple
• OCLC Dublin Core Qualified
• OCLC Dublin Core Simple

Note: All Dublin Core standards are structured in XML.

You also have the option to import in two Dublin Core standards.

Go to File > Import Records and click Record Characteristics to change imported records from MARC 21 (default) to one of the following:

• Dublin Core Qualified
• Dublin Core Simple

See "Export" and "Import" topics in Cataloging, Export and Import Bibliographic Records for more information.

Enhancement to the Lock Linked Authority Record action

Previously, when you used the Lock Linked Authority Record command (Action menu) for a field in a bibliographic record that has multiple headings linked (controlled) to different authority records, the client locked the authority record linked to the first controlled heading in the field. Now, a new window opens with a list of the controlled headings in the field so that you can choose the heading link to the authority record you want to lock. See Authorities, Take Actions on Authority Records, "Replace master name authority records" for more information.

Enhancement to retrieving local system records via Z39.50

Previously, you were able to retrieve local system records using only use attribute 12 for local record number. Now you can define the use attribute for retrieving records and also define structure, truncation, and relation attributes. See Cataloging, Import Bibliographic Records, "Retrieve local system records using a Z39.50 connection" for more information.

How to uninstall the client

OCLC highly recommends uninstalling the client before upgrading to a new version. To uninstall:

	Action
1	Click the Windows Start menu, and then click Settings > Add/Remove Programs.
2	In the Add/Remove Programs window, scroll the list and select OCLC Connexion client.
3	Click Remove, and then click Yes to confirm. Note: If you have more than one instance of the OCLC Connexion client in the Add/Remove Programs window, please remove all entries.

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User files (back up or share) and program files

User settings and customization files

The Connexion client stores your data files in one folder, \MyProfile, in the following location:

The following table describes settings and customization files:

File name (default)	Purpose of file
Custom.Keymap.xml (or other .Keymap.xml files you create)	Stores customized keystrokes that you assign in Tools > Keymaps. When you use a keystroke shortcut, the client carries out any action you assigned to the shortcut. If you did not assign an action, the client carries out the preassigned action.
AppExclusions.Keymap.xml	Stores individual default keystroke shortcuts that you unassign. The client uses the file to restore a single default keystroke when you reassign it.
Options.xml	Contains most of your option settings and customizations; for example, those from Tools > Options tab pages, local file settings, customized toolbar, stored previous searches for all search dialogs, and other information unique to the way you use the client..
TextStrings.xml	Stores text strings you create to enter data that is often repeated in records (Tools > Text Strings).
user.dic	User dictionary for the spell checker.To customize the dictionary, go to Tools > Options > Spelling and click Edit User Dictionary.
UserLogonInfo.xml	Stores your user logon information from the current or most recent online session (in the client, opens via View > User Information or <Ctrl><Alt><U>)
WebLinks.xml	Contains automatic updates the the client that do not require a complete application upgrade.

Notes:

• Caution for copying the \MyProfile folder: You can copy option settings to another locations for backup or copy to another machine or to a network drive to share your settings and customization files. However, if you copy the option settings file, Options.xml, for sharing, either:
  • Set the local file locations to a folder that is common to all workstations
    Or
  • Use a text editor such as Notepad or Textpad to remove the lines in Options.xml that define local file path and file names.

  If you keep the local files in the default location, the path name includes the user name, which will differ for each workstation, and therefore cause problems.

• Hidden files in XP. By default in Windows XP, the Documents and Settings folder and its contents, including \MyProfile, are hidden. To show hidden files in Windows XP:
  1. Click the Windows Start menu and then click Settings >Control Panel > Folder Options.
  2. In the View tab, under Hidden files and folders, select the Show hidden files and folders button.
  3. Click OK.
• Optional. Create multiple user profiles to use different sets of settings, for example, to catalog for different libraries, using Tools > Profiles. Most users do not need multiple profiles. If you do, please note:
  • The settings and customizations that make up a new profile are stored in a separate profile folder that the client requires you to name, not in the \MyProfile folder.
    
    Example: You create a new profile and name the profile NACOprofile. The new profile is stored in \...\Profiles\NACOprofile.
  • Select the profile you want to use each time you start the client (if you set an option in Tools > Profiles).
    Or
    Select a profile from Tools > Profiles anytime after the client is open.
  • If you have multiple user profiles, you may have an additional file called Profile.xml in the \...\Connex\Profiles folder. This file stores:
    • The setting for whether or not you want to be prompted to select a profile when you start the client
    • The default profile selection
  • See Basics, Set Options and Customize, "Create multiple user profiles" for more information.

Default data files

The client supplies four default local files for saving records and constant data and three default files for printing records, labels, or accession lists to a file rather than to a printer. Use and re-use these default data files or create your own data files.

The default data files described in the following table are located in:

X:\Documents and Settings\[user name]\Application Data\OCLC\Connex\Db(Windows 2000 and XP)
Or
X:\Users\[user name]\AppData\Roaming (Windows Vista)

Default file name	Purpose of file
Default bibliographic and authority local files for storing records
DefaultAuth.auth.db	Default local file for saving authority records
DefaultAuthCD.authcd.db	Default local file for storing authority constant data records
DefaultBib.bib.db	Default local file for saving bibliographic records
DefaultBibCD.bibcd.db	Default local file for storing bibliographic constant data records
Notes: Save records to a local file using Action > Save Record to Local File (or press <F4>. The client saves the displayed record or records selected in a list to the default file appropriate for the record type. By default, the client automatically backs up default local files: When you exit the client after using a local file or change the default local file, the client backs up each default file you used to the same folder as the originial file, using the same file name, but with the additional file extension *.bac. Example: DefaultBib.bib.db.bac To change the settings for backing up default local files, go to File > Local File Manager, and click Auto Back Up. See the Basics, Manage Local Files guide for a procedure for restoring data from backup files that the client generates. You can also compact local files to remove unused space or to repair a file if youget erroneous messages that records are in use by someone else. See more about these and other features of local files in Basics, Manage Local Files. "Manage local files for offline cataloging."
Default "Print-to" files for records, labels, and accesion lists
Records.txt	Records print to this file when you set the option Output to Text File under Records in Tools > Options > Printing and accept the default path and file name.
Labels.txt	Labels print to this file when you set the option Output to Text File in Tools > Options > Printing (click Label Options) and accept the default path and file name.
Accessions.html	An accessions list prints to this file when you set the option Output to File in Tools > Options > Printing (click Accessions List Options) and accept the default path and file name.

Other client files

The following table describes other Connexion client files stored in:

X:\Documents and Settings\[user name]\Application Data\OCLC\Connex (Windows 2000 and XP)
Or
X:\Users\[user name]\AppData\Roaming (Windows Vista)

File name	Purpose of File
Connects.ini	Stores your settings for exporting records
HostResponse.log	Stores system response information that helps OCLC staff evaluate system performation if needed.
LocalFileErrors.log	The client creates this file only if a fatal local file error occurs. It contains information that can help troubleshoot the error.

The following table describes other client files located in:

X:\Program Files\OCLC\Connexion\Program\

File name	Purpose of File
Connex.exe	The client executable file that starts the program
*.mbk	Macro book files that store macros (in subfolder /Macros)
systeminfo.txt	Information about the client prints to this file from Help > About OCLC Connexion Client when you click Print to File (prints information from both General and Loaded Modules tabs). You can attach this file to an e-mai, if needed, to share the information with a technical support person. You can also print a hard copy of the information.

User files are retained

The Connexion client user files described in this section are always retained and reused each time you open the program and each time you upgrade to a higher version.

However, OCLC recommends retaining the option to have the client automatically back your files up.

Caution: Do not store any macros you create, copy, or record in the OCLC-provided macro files OCLC.mbk or Dewey.mbk. Create different macro files (called "books") to store your customized macros. OCLC.mbk or Dewey.mbk may be replaced when you upgrade to provide updated or new OCLC macros. If you have customized macros in these files, you will lose them.

How to copy files to share or back up

To copy \MyProfile, or one or more files in \MyProfile, to another location to back up or share with others:

	Action
1	In Windows Explorer, select the \MyProfile folder (or another profile folder you created) or any file(s) in the folder. Note: See Caution above for sharing option settings (Options.xml).
2	Right-click \MyProfile or file(s) in \MyProfile, and on the popup shortcut menu, click Copy. Or Press <Ctrl><C>.
3	Right-click the folder where you want to copy the \MyProfile folder or file(s), and on the shortcut menu, click Paste. Or Select the folder where you want to copy the folder or file(s), and press <Ctrl><V>.

Quick access to client files and logs

Instead of navigating in Windows Explorer to Connexion client files, folders, and troubleshooting logs, open them with a single click from within the client:

Action
On the View menu, click User Information (or press <Alt><V><U>), and then click Paths and Logs. See more details in Basics, Get Support and Information, "Find user information for troubleshooting."

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Customize Connexion client

Summary of options to check before you use the client

For the most part, after you install the Connexion client, you can log on to Connexion and start working immediately.

However, before using the client, you may need to check, enter, or change settings listed in this section, depending on which functions you use. For example, some settings are required for batch processing, exporting records, etc.

• Default authorization/password
  • Optional for logging on for online cataloging. The alternative is to enter an authorization/password each time you log on. To set a general-use default, go to Tools > Options > Authorizations.
  • Required for logging on for batch processing. Either enter a default general-use authorization (Tools > Options > Authorizations) or enter a default authorization for each local file you use for batch processing (File > Local File Manager; click Authorization).
  • Required if you select a startup option to run automatically when you open the client (Tools > Options > General; click Startup Options) (can use general default or local file default authorization).
• Export destination
  • Required if you export records to your ILS (integrated local system) from the online system. To enter an export destination, go to Tools > Options > Export. For more information, see the Setup Worksheet for Connexion Client at:
    
    http://www.oclc.org/support/documentation/connexion/client/gettngstarted/setup.pdf
• Holding library code, institution symbol, and (for NACO participants) MARC organization code
  • Required for offline cataloging, if you want to create bibliographic and/or authority records while offline (Tools > Options > General; click Offline Cataloging).
• Batch delete holdings
  • Required settings in Tools > Options > Batch to successfully complete batch delete holdings actions:
    • Select the Delete attached LHRs when Deleting Holdings check box (LHR = local holdings records)
    • Select the Delete Institution Records when Deleting Holdings check box (if your library contributed or will contribute institution records)
• Print labels or export records via batch processing
  • Required settings in Tools > Options > Batch. Under Perform local actions in batch, select or clear the following check boxes:
    • Bibliographic Record Export
    • Label Printing
    • Authority Record Export
      
      When the check boxes are cleared, label printing and record export occur immediately, whether you are logged on or offline.
      
      When the check boxes are selected, records are marked for batch processing (local file records only).

Following are two tables, one that describes options available in Tools > Options and a second that describes options available in other windows in the client. For more information, see the Client Help or the Setup Worksheet for OCLC Connexion Client at:

http://www.oclc.org/support/documentation/connexion/client/gettngstarted/setup.pdf.

Checklist of options in Tools > Options tabs

In the following table, default settings are given unless an option is blank or not selected by default.

Option tab name	Settings available
Access	Select access method for logging on to online system Default (suitable for most users): OCLC Default (URL: http://connexion.oclc.org) Select a persistent connection if you use a proxy server and have logon problems Select options to enable statistics or transaction logging (assists OCLC staff to evaluate system performance, if needed)
Authorizations	Set up automatic logon (set a default authorization and password) Enter up to 10 logons and select from list Assign descriptive names to authorizations Password-protect automatic logon Note: You can also also save an authorization/password for use with individual local files if preferred in File > Local File Manager /Authorization).
Batch	Batch searching: Maximum number of matches to download Default: 1 Retain search keys for unsuccessful searches Batch actions on records Delete attached local holdings records (LHRs) when you delete holdings (required to batch delete holdings) Default: cleared Delete attached institution records (IRs) that your library contributed when you delete holdings (required to batch delete holdings) Default: cleared Select batch mode for printing labels and/or exporting bibliographic and authority records (otherwise, these actions always occur immediately whether you are online or offline) Batch reports Display immediately after the batch runs Default: Selected Print immediately after the batch runs
Derive Record	Select fields to transfer when you derive a new bibliographic record or bibliographic constant data record Default. Fields 1XX through 8XX are selected (X = any number) Select fields to transfer when you derive a new bibliographic institution record from an existing record Default. 006, 007, 01X through 09X, 1XX through 9XX are selected Reset selected fields to the default
Export	Destination Create an export destination to export records to your local system. Available destination types are: File LPT port Connection (serial, network, or TCP/IP communications connection) OCLC Gateway Select export destination if you set up more than one; or, if you export to different files, select Prompt for filename Record characteristics Click Record Characteristics to: Select MARC 21 or one of four Dublin Core record standards for bibliographic records (Dublin Core Qualified, Dublin Core Simple, OCLC Dublin Core Qualified, OCLC Dublin Core Simple). Note: All Dublin Core standards are structured in XML) Default: MARC 21 Select the MARC-8 or UTF-8 Unicode character set for exported bibliographic and authority records. Default: MARC-8 Note: If you select Dublin Core export for bibliographic records, this option automatically changes to UTF-8 Unicode. Remove fields Click Field Export Options to: Specify fields you want removed from exported bibliographic and/or authority records Default: All fields export Print report showing results of immediate export Select the Display Report for Immediate Export Results check box. Shows export errors and any fields not mapped when records are exported in one of the Dublin Core record standards. Display warning before exporting records with unlinked non-Latin script fields Select the check box next to Warn before exporting bibliographic records that include unlinked non-Latin script fields. Select if your local system does not display non-Latin script data in unlinked parallel fields in exported records.
Fonts	Select font type and size for displaying and printing records and lists Default: Arial Unicode MS font, 9 pt (or, if Arial Unicode MS is not installed, uses system default font) Note: Font size for displaying records also determines font size of text you enter in client search dialogs. Select font type, size, and style (regular or boldface) for printing labels Default: ALA BT Courier font, 12 pt, regular (not boldface)
General	Session timer options: Specify number of minutes of inactivity before automatic logoff Default: 39 min. (range: 5 to 39 minutes) Hide or display warning message sent before automatic logoff Default: Selected; the warning displays Specify when warning message displays Default: 5 min. before automatic logoff (range: 1 to 9 min.) Action options: Disable Update and Produce actions for records your library holds Receive warning before client processes an immediate action online Default: both are cleared Startup options: Select a macro to run automatically when you start the client Or Select a client function to run automatically at startup Offline cataloging options: Select from six classification schemes for printing labels and supplying blank call number field when you catalog offline Default: Library of Congress Enter holding library code and institution symbol for workforms, constant data workforms, and imported records Enter MARC organization code (authorized NACO libraries only) Validation level options: Select validation levels for setting holdings and exporting bibliographic records Default: Structure (setting holdings); None (exporting) Select validation levels for adding, replacing, and exporting bibliographic institution records Default: Structure (setting holdings); None (exporting) Set a validation level for exporting authority records Default: None
Hand Press Book	Note: Restricted use By contract with OCLC, the Hand Press Book database is available to members of the Consortium of European Research Libraries (CERL) only. Anyone using the client can set the option in this window to display the Hand Press Book menu, but it works only for CERL members who are profiled to use the Hand Press Book (HPB) database. Other options in this window are for HPB cataloging only. See client Help for more about Hand Press Book
International	Export. Determine the type and placement of data retained in exported non-Latin script records Default: Latin script and non-Latin script export, with Latin script data in tagged fields and non-Latin script data in corresponding MARC 880 fields Other. Sort search results alphabetically by Latin script data (default) or in Unicode order by non-Latin script data; include paired fields in workforms for creating non-Latin script records (default: option cleared) Client interface language. Select: Chinese (simplified or traditional), English (default), German, Japanese, Korean, or Spanish Auto-transliterate Arabic and Persian records. Automatically add Arabic script data based on romanized data (Latin script equivalent) in Arabic and Persian records retrieved from WorldCat interactively Default: option cleared Select or clear fields that are automatically transliterated Default: 1xx, 2xx, 3xx, 4xx, 5xx, 6xx, 7xx, 8xx selected
My Status	Set default My Status (free text using maximum of 40 characters) for online and local bibliographic save file records and for local authority save file records Set default My Status for online and local bibliographic constant data and for local authority constant data records Note: Unavailable for online authority save file records and online authority constant data
Printing	Labels: Select printer for printing labels Default: Your default printer in Windows Note: For printing records and lists, the client uses your default printer in Windows. You can set a printer in the client only for labels. Open a dialog to select: Label format, specify print offsets Default: Format SL4 Label stock (sheet or continuous) Default: Continuous stock Print offsets Default: No print offsets specified Define automatic stamps for all spine labels or for specified holding library code Define a MARC tag to add information to title on pocket label Print labels to text file instead of a printer Print sample label Prompt for option to set column and row to start printing (sheet stock only) Records: Print to a text file instead of a printer Accessions Lists: Open a dialog to: Print to an HTML file instead of a printer Define a MARC tag containing content you want to print at the end of each accessions list entry
Record Display	Select colors for displaying bibliographic and authority records Default: Fields white, window (background) gray, text black Select a color to display invalid MARC-8 characters when you verify characters (Edit > MARC-8 Characters > Verify) Default: Red Select colors for displaying automatically converted MARC-8 CJK characters Default: Green Reset all colors to the default View all data in record fields (cells expand as you add data), or truncate fields (view with a scroll bar) when cells are longer than 3 or 4 lines. Default: View all data (field cells expand as needed) Show or hide drop-down lists of fixed field element values Default: Fixed field drop-down lists are available (click the arrow next to a fixed field element to display the list)
Spelling	Open dialogs to: Select types of words to skip Customize fields and subfields to check Edit the spell checker dictionary Select an option to skip name information in field 505 Select dictionary language Default: English (United States)
Toolbar	Select toolbar button size (standard or large) Default: Standard size buttons (19 x 17 pixels)
Z39.50	Enter configuration data for connecting to your library's local system to retrieve records (one at a time) (the client imports retrieved records as workforms)

Checklist of additional options

The following table describes ways to customize other than using Tools > Options.

Option	Go to...	Options available
Extract metadata from electronic files to create records	Cataloging > Create > Extract Metadata	Select options for records created by automatically extracting metadata from electronic files. Supports HTML (*.htm or *.html), Word (*.doc), Adobe Portable Document (*.pdf), or MP3 audio (*.mp3) files: For Web file, create multiple records from files linked from the Web page Display created records or save online or locally Create Dewey numbers, apply default constant data, define a My Status For Web pages, skip or follow redirected URLs
Fixed-field display	View > OCLC Fixed Field > Top [or Bottom] [or View as Variable Field]	Display fixed field at top or bottom of record, or display as variable fields, LDR, 001, 005, and 008 Default: Top
Import records - select record characteristics	File > Import; click Record Characteristics	Select MARC 21 or one of two Dublin Core record standards (Dublin Core Qualified or Dublin Core Simple) for importing bibliographic records Note: Dublin Core standards are structured in XML. Default: MARC 21 Select the MARC-8 or UTF-8 Unicode character set for importing bibliographic and authority records Default: MARC-8 Note: If you select Dublin Core import for bibliographic records, this option automatically changes to UTF-8 Unicode
Keystroke shortcuts	Tools > Keymaps and View > Assigned Keys	Customize or create keystroke shortcuts to issue commands, run macros, insert text strings, or enter diacritics and special characters. Default: Client installs with default keyboard shortcuts. To view, copy, or print list of all key assignments, including any you customize, go to View > Assigned Keys Select default keymap file Reset keystrokes to default Unassign a keystroke shortcut List only your customized keystroke assignments Manage keymap files (click Organizer)
Local files	File > Local File Manager	Assign authorization and password for a local file for interactive logon and batch processing Default: Client uses default setting from Tools > Options > Authorizations Configure paths for local files Create additional local files Change the default local file Select options for automatic backup Default: Back up to same file with same name and additional file extension *.bac Compact/repair local files
Macros	Tools > Macros > Manage	Write or edit macros to automate routine tasks Record macros automatically Run, pause, or stop macros Manage macro books (folders) that store macros
Status bar - show or hide	View > Status Bar	Toggle between showing or hiding the status bar Default: Status bar shows
Text strings	Tools > Text Strings	Create text strings for often used data to insert in records (supplements constant data) Create, edit, or delete text strings View or print text strings Click Apply to insert text string in a record Alternatives: Use the text string quick tool on the toolbar: Assign a text string to a keystroke or user tool
Toolbar (main)	Tools > Toolbar Editor	Add or remove toolbar buttons using drag-and-drop Default: The client installs with preselected buttons on the toolbar Reset toolbar to default button selection and order
Toolbar (main), display on one line or two	Option is on the main client toolbar	Click the arrow at the end of the toolbar: Then click Show buttons on two rows or Show buttons on one row in the drop-down list.
Toolbars - show or hide	View > Toolbars > Client [or WorldCat Quick Search] [or Quick Tools]	Show or hide: The main client toolbar (with buttons) A WorldCat quick search toolbar Quick tools for text strings and user tools Default: The client displays all toolbars
User Profiles	Tools > Profiles	Create, select, or delete user profiles for changing to a different set of option settings and customizations Default: The client provides default settings stored in: X:\Documents and Settings\[user name]\ Application Data\OCLC\Connex\Profiles\ MyProfile\ (X = letter of your hard drive)
User tools	Tools > User Tools > Assign	Assign, unassign, view, or print up to 10 generic user tools. When assigned, use as a command on the Tools menu or add equivalent toolbar button to toolbar Alternative: Use the user tools quick tool on the toolbar: Assign tools to: Enter a diacritic or special character Run a macro Issue a menu command Insert a text string Default: Customize user tool descriptions that show as tool tips and Tools > User Tools menu names
WorldCat indexes	Cataloging > Search > WorldCat Or Cataloging > Browse > WorldCat	For a guided search, select short or comprehensive list of indexes, languages, and material types using and buttons For a guided browse, select short or comprehensive list of indexes For all short lists except languages, customize the list by adding, removing, or reorganizing indexes using the button
WorldCat quick search toolbar	View > Toolbars > WorldCat Quick Search (displays by default)	Enter a WorldCat search or browse (index scan) in command line format directly in the toolbar without having to open the WorldCat Search window. Send the search by clicking the search WorldCat icon.
WorldCat search options for institution records and SCIPIO records	Cataloging > Search > WorldCat; click Settings	Select Include Institution Record indexes when searching WorldCat to match searches against both master records and unique data in attached institution records (IRs). Select Display Institution Record(s) for single record to automatically display any attached IRs for a single retrieved master WorldCat record. Select SCIPIO recordsonly to limit WorldCat searches to SCIPIO records (Sales Catalog Index Project Input Online; formerly in the RLG Union Catalog; availability in WorldCat to be announced).
WorldCat search results	Cataloging > Search > WorldCat; click Settings	Change the default display of WorldCat results, which depends on the number of records retrieved to: Always display as brief list Always display as truncated list Always display full record (if more than one record is retrieved, opens the first record in the list) Note: You can also toggle between brief or truncated list (View > List Type > Brief [or Truncated]) Select a check box to display institution record(s) for single record (that is, when a single WorldCat record is retrieved) Choose options for accessing specialized records: Select a check box to include bibliographic institution record indexes in WorldCat searches Select a check box to limit search results to SCIPIO records only See client Help for more about institution records and SCIPIO records.

Stored options settings and customizations

When you set or change options and other customizations, the client stores them in a file called Options.xml and applies them each time you open the program and each time you update the program to the next version.

For more about backing up or sharing user data files, such as Options.xml, see the "User files (back up or share) and program files" section.

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Get support

Check system alerts, known problems, or system news

To check the system alerts page for conditions affecting system performance, or to check client known problems:

Action
On the Help menu, click Useful Web Links and then click: OCLC System Alerts (or press <Alt><H><U><L>). Or Client Known Problems (or press <Alt><H><U><K>).

To search OCLC system news for the latest information about a product or service:

Action
On the View menu, click News, or click , or press <Ctrl><F5>. In the Search Online News window, construct a search: Type a search term Leave search criteria blank to retrieve all news items Select a service category, such as Cataloging, to retrieve all news for that category For a detailed procedure, see Basics, Get Support and Information, "View OCLC system news."

E-mail your regional service provider or OCLC customer support staff

From within the client, open an e-mail support form to contact your OCLC regional service provider, OCLC customer support, or one or more other support sources you specify:

	Action
1	On the Help menu, click Contact Support or press <Alt><H><C>.
2	In the Contact Support dialog, select the type of message you want to send: Suggestion/Enhancement (default) Problem/Question Optional. If you select Problem/Question, click the link to check the Problems and Troubleshooting Web page before sending your request: Under Having problems? Have you checked, click Problems and Troubleshooting.
3	Select a recipient for the message: Regional Service Provider (default) Select your regional service provider's name from the adjacent list. OCLC Support Message goes to connexion-support@oclc.org. E-Mail Address Enter any e-mail address in the adjacent text box. To send the message to more than one recipient, separate the addresses with semicolons.
4	Required. Enter your name, telephone number and e-mail address.
5	Required. In the text box, type your message.
6	Select Yes or No to indicate whether you: Give permission for support staff to phone you (default: Yes) Want a copy of the message sent to your e-mail address (default: No)
7	When finished, click Send.

Telephone or fax your regional service provider

Find telephone numbers and other details for contacting your OCLC regional service provider on the OCLC Web site at http://www.oclc.org/contacts/regional/.

Telephone or fax OCLC customer support staff

Hours for OCLC technical support are 7:00 am–9:00 pm U.S. Eastern Time, Monday through Friday. Telephone numbers are:

• USA: 1-800-848-5800
• International: 1-614-793-8682
• Fax: 1-614-764-2694

Please provide the following basic information:

• Service or program you are using (Connexion client)
• Your OCLC symbol
• Your OCLC authorization number and password

Open client Help

Action
On the Help menu, click Client Help, or click , or press <F1>. Use the Contents, Index, or Search (full-text) tab to locate information you need Or In any client dialog, click Help or press <F1> for descriptions of the dialog features.

Open client documentation on the Web

Note: All information contained in client Help is also available in client "system guides" on the Web. Choose from two formats, HTML and PDF. Links to the guides are organized roughly the same as in the client Help Contents tab.

	Action
1	On the Help menu, click Useful Web Links > Client Documentation, or press <Alt><H><U><D>.
2	Click Authorities, Basics, Cataloging, or Getting started. Then click a title link to open the HTML version of a document, or click the pdf link next to a title to open the PDF version.

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