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Resource Description Procedures & Guidelines: OCLC Connexion

Unit Statistics Links

OCLC Connexion

Determine if the authority record already exists in Voyager:

Go to Record:

And select Retrieve Authorities:

In this case, there is no authority record for the series Global realities:

Go to Connexion and search in the Authority File:

Under Titles:

 

Choose the appropriate record:

To export the record either click the button with the E and the green arrow:

Or select Export from the Action menu:

Now, go back to Voyager and select Import from the Record menu:

Select the Import File:

 

Open the record:

 

And save it:

Now, when Retrieve Authorities is selected from the Record menu the exported authority record appears:

Export single record in Connexion
Dom Bortruex 11-1-2021

Exporting a record: Prompt for filename

  1. In Connexion, navigate to Tools – Options – Export.
    1. Select Export Destination: File:(Prompt for filename)
    2. Click Apply, then Close.
  2. Open the record you wish to export. Click the export icon, which will prompt you to enter a location and file name with the extension All Files (*.*). Click Open.
    1. A new window will appear, detailing the name, location of your exported file.
  3. The record will export as a .dat file, so you must convert it to .mrk then .mrc in MarcEdit.

NOTE: When you export a record, it is appended to your export destination file. If I export record A, then export record B, my export file will contain one file with both records.
RECOMMENDATION: After each export, delete the export destination file. A new one will be created when you export.

 

    1. .dat to .mrk
      1. Open MarcEdit and select MARC Tools.
      2. Select Operation: MarcBreaker
      3. Open: exported OCLC .dat file
      4. Save As: [FileName].mrk (If you select .mrc instead of .mrk, there will be encoding errors that will corrupt the record)
      5. Default character encoding: UTF8 (don’t check any translate options)
      6. Click Execute.
    2. .mrk to .mrc
      1. Open MarcEdit and select MARC Tools.
      2. Select Operation: MarcMaker
      3. Open: .mrk result from previous step.
      4. Save As: [FileName].mrc
      5. Default character encoding: UTF8 (don’t check any translate options)
      6. Click Execute.
      7. Open the record in MarcEdit’s Marc Editor to make sure it converted properly.

Exporting a record to a new export destination

  1. In Connexion, navigate to Tools – Options – Export. Create an Export Destination.
    1. To create a new Export Destination, click Create, then select Export Destination: File.
    2. In the Export Destination Name box, navigate to the desired export location and name the Export Destination, selecting All Files (*.*), then click open.
    3. Click Apply, then close the Options box.
  2. Open the record you wish to export. Click the Export icon, and enter a new file name with the extension All Files (*.*). After exporting, a new window will appear, detailing the name, location of your exported file.
  3. The record will export as a .dat file, so you must convert it to .mrk then .mrc in MarcEdit.

NOTE: When you export a record, it is appended to your export destination file. If I export record A, then export record B, my export file will contain one file with both records. See Caution note in Notes section below.
RECOMMENDATION: After each export, delete the export destination file. A new one will be created when you export.

 

    1. .dat to .mrk
      1. Open MarcEdit and select MARC Tools.
      2. Select Operation: MarcBreaker
      3. Open: exported OCLC .dat file
      4. Save As: [FileName].mrk (If you select .mrc instead of .mrk, there will be encoding errors that will corrupt the record)
      5. Default character encoding: UTF8 (don’t check any translate options)
      6. Click Execute.
    2. .mrk to .mrc
      1. Open MarcEdit and select MARC Tools.
      2. Select Operation: MarcMaker
      3. Open: .mrk result from previous step.
      4. Save As: [FileName].mrc
      5. Default character encoding: UTF8 (don’t check any translate options)
      6. Click Execute.
      7. Open the record in MarcEdit’s Marc Editor to make sure it converted properly.

Exporting a record to an existing export destination

  1. In Connexion, navigate to Tools – Options – Export. Select an existing Export Destination.
  2. Open the record you wish to export. Click the export icon. A new window will appear, detailing the name, location of your exported file.
  3. Follow steps to convert .dat file to .mrk then .mrc

Notes about Exports

After you export records:

  • The client exports the record immediately to the destination you created and selected OR
    If you export to a file and you selected the option File:(Prompt for filename), after your first export per session, the client prompts you to locate or enter the file, and then exports the record.
  • If you set an option, the client opens a temporary Export Results report.

 *Caution: When exporting to a file that already exists:

  • The first time during a logon session that you export record(s), the client asks if you want to overwrite, append, or cancel the export and use another file.
  • For the remainder of your current logon session and until you close the client and reopen it, any time you export, the client automatically appends records to any records already in the export file (on the assumption that you are building a file of exported records).
  • You must close and reopen the client before exporting if you want to overwrite records in the file or change to another file.

Additional Help Resources

Connexion Settings (Tools > Options)

Font Settings

The desired font in Connexion for bringing in records is Arial Unicode MS which no longer comes by default in the Windows 10 font package.

We believe that NOT having this font causes diacritical errors in Alma.

If you bring in records from Connexion, please check to see if you have it:

Options--Tools--Fonts.

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Also make sure this part is set to these options:

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Export Settings

 

"Record Already In Use By Another User"

Why did I get this message while working in the Connexion client Local File: “record already in use by another user”?

Somehow your record has become “locked.” It’s a common problem, but one that is easily remedied. Go to the File menu and open the Local File Manager. Highlight the file that contains the locked record. Then, click on the Compact/Repair button on the right side of the Local File Manager screen. This should unlock the record. If you continue to receive sharing violation messages and still cannot open records in the file, do the following:

  1. Close the client, then shut down and restart your workstation.
  2. In Windows Explorer, check for the presence of a file with the extension *.ldb in the same folder as the local file. Default location: X:\Documents and Settings\[user name]\Application Data\OCLC\Connex\Db (where X = the letter of your hard drive)
  3. If present, delete the *.ldb file and retry the Compact/Repair button.

Note: If multiple people use this local file, follow this procedure on all workstations that access the file.

It is also a good idea to use the Compact/Repair button each time you delete or move records in a local file. Records saved to Connexion’s online Save file are automatically deleted after 14 days for copy cataloging records and after 28 days for original records. Records in the local file, however, do not expire and are only deleted when the cataloger manually deletes them (Action->Delete Record). Compacting a local file removes empty space that remains after you delete records or move them to another file. Deleting or moving records from a local file does not remove the empty space the records once occupied, and the file size continues to grow unless you compact it. Follow the same procedure listed above to compact a file.

This information taken from Amigos Library Services website.