connecting with connexion: the uga experience presenters: robin fay k.r. roberto beth thornton

Connecting with Connexion: The UGA ExperiencePresenters:Robin FayK.R. RobertoBeth Thornton

Connecting with Connexion: The UGA Experience : OverviewPresentation OverviewMigration overviewSuggested resourcesSearchingTipsPinned! Batch jobs & processingHoldings/LDRsTo control or not to control?Q&A

Connecting with Connexion: The UGA Experience : Migration OverviewMigration OverviewTimelineTraining/SupportChallengesWhat we did well

Connecting with Connexion: The UGA Experience :Migration Overview: TimelineTimelineSpring 2003Investigation beganTwo UGA Library Trainers identified for a Train the Trainers approach First issue: Browser or Client?Browser workflow problemsDiacritics had to be entered as "bar syntaxSlow response timePostponed migration until Client available

Connecting with Connexion: The UGA Experience :Migration Overview: Timeline TrainingTimeline Training beginsSpring 2004Two training workshops plannedCataloging Supervisors test Connexion Client, review training documentation, and give feedback to trainers Phase I: Introduction to Connexion, online tutorial, resources, supporting documentation, helpPhase II: Searching, editing, save file, workforms

Connecting with Connexion: The UGA Experience :Migration Overview: TimelineTraining/SupportSpring 2004Windows upgrades for Cataloging workstations begin (Libraries Systems Dept.)Question: Authority level in Windows XP? Power UserTraining begins for Cataloging Department by trainersDepartmental Supervisors (Section Heads) Cataloging staff

Connecting with Connexion: The UGA Experience :Migration Overview: TimelineOpen TrainingAugust 2004Open Training begins for Library staff in the Libraries (Acquisitions, Collection Development, etc.)Question/Issue: Identifying all staff who need training.Announcements posted via Library listservMakeup sessions announced

Connecting with Connexion: The UGA Experience :Migration Overview: ChallengesChallengesIdentifying all Library users of OCLC Passport/PrismUsers are not centralized in one buildingWindows upgrades neededComputers were running on a variety of software and OS configurations, including Windows 95, 98, and 2000. All workstations were upgraded to XP.Libraries Systems Dept. is responsible for all upgrades and software installation vs. individual with authorization to install and upgrade workstation

Connecting with Connexion: The UGA Experience :Migration Overview: Additional challengesAdditional ChallengesMacro Express global key assignments conflicted with some of the Connexion Client assignmentsDesign problems with Connexion Client 1.0Frequently unstable during testing No expanded index in the authority fileSettings in Connexion are tied to user AND the particular workstation, not just the workstation or user

Connecting with Connexion: The UGA Experience :Migration Overview: What we did wellWhat we did wellA train the trainer module works well, especially with a large staffDont try to teach/learn everything in one sittingThe trainers taught what they knew, acknowledging that some learning would happen on the job.The client is very complex and is designed to handle many complex searching and editing strategies, for many formats, in many publication patterns

Connecting with Connexion: The UGA Experience :ResourcesResourcesOCLC helpHelp in Connexion ClientListservsTraining & workshopsTutorials

Connecting with Connexion: The UGA Experience :ResourcesResourcescontinuedTutorialshttp://www.oclc.org/support/training/connexion/default.htmManuals http://www.oclc.org/support/documentation/connexion/client/default.htm http://www.oclc.org/support/documentation/connexion/browser/default.htm

Connecting with Connexion: The UGA Experience :ResourcesResourcescontinuedMacroshttp://www.oclc.org/connexion/support/macros.htmMigrationhttp://www.oclc.org/connexion/migrating/default.htmNACO functionalityhttp://www.oclc.org/connexion/migrating/tips/Authorities_Migration.ppt

Connecting with Connexion: The UGA Experience :ResourcesResourcescontinuedTech Bul 251Rev: Searching http://www.oclc.org/support/documentation/worldcat/tb/251/

Connecting with Connexion: The UGA Experience :SearchingSearching overviewSearching tipsPhrase searchingCopy & paste Pinned!What is pinning and how does it work?

Connecting with Connexion: The UGA Experience :Searching tipsSearching tipsCommand line searchingderived searches are the samebrowse querywords, phrases, or title phrasesword: individual words in a phraseti:organic gardening is a keyword search, not a phrase searchti:organic gardening searches as a phrase

Connecting with Connexion: The UGA Experience :More Searching tipsBrowse query continuedtitle searchuses equals sign instead of colondoes not search across subfields sca ti= search will only search $a

title phrase searchalso uses equals signsearches across subfieldsmost specific resultspnw=james, henry 1843-1916

Connecting with Connexion: The UGA Experience :More Searching tipsSearching tips continuedKeyword searchuse ? or # for wildcards, * for truncationsu:wom?n and history and new york/1990-ti:librar* and su:fiction/2005proximity searches use w or n (within 25 words) ti:aluminum w2 wiringboolean searchingsu:civil and war not battle/1970

Connecting with Connexion: The UGA Experience :Pinned!Pinned!

Connecting with Connexion: The UGA Experience :Pinned! Pinned!What is pinning and how does it work?Any record can be pinned by going to View>Pinned (or Shift + F4)records can be toggled from pinned to unpinnedBenefits of pinning recordshave multiple records open at once

Connecting with Connexion: The UGA Experience :Batch jobs & processing: Overview

Batch jobs & processing overviewLocal save fileWhat are batch jobs used for?Using batch jobs

To set up your local files:File Local file manager Connecting with Connexion:Batch processing & Local save file

Configure pathsConnecting with Connexion:Batch processing & Local save file

Create a fileConnecting with Connexion:Batch processing & Local save file

Connecting with Connexion: The UGA Experience :Batch jobs & processingBatch jobs & processing Delete holdingsProduceReplaceSubmitUpdate holdings & add authority recordsExport

Connecting with Connexion:Batch processing & Local save file


Process Batch


Batch exportTools Options


Action Export (F5)


Process Batch

Connecting with Connexion: The UGA Experience :Batch jobs & processingBatch searchingQuick DemoWho is using?Thoughts?

Connecting with Connexion: The UGA Experience :Batch jobs & processing Search demoTools Options Batch

Connecting with Connexion: The UGA Experience :Batch jobs & processing Search demoBatch Enter bibliographic search keys

Connecting with Connexion: The UGA Experience :Batch jobs & processing Search demoProcess Batch

Connecting with Connexion: The UGA Experience :Holdings/LDRsHoldings/LDRsConnexion browser between Sept. and Dec. 20053 day downtime when OCLC convertsPassport will be available for LDRs until LDR functionality comes up

Connecting with Connexion: The UGA Experience :To control or not to control?To control or not to control?UGA does not control headings in Connexion. Why not?It seems to be designed to help OCLCs authority control, not that of its membersIt doesnt fit well into our workflow

Connecting with Connexion: The UGA Experience :Q&AQ&AHow many of you have migrated to Connexion? Browser or Client?Which version? 1.2? 1.3?NOTE: Passport retirement date June 4, 2005, 6AM EST How do you use Connexion?Workflow changes?How do you like Connexion?Ideas/questions/concerns to share?

Who is using? For what?

We havent incorporated yet, but there is some potential, I think.Before running any kind of batch process, you need to set up your local save files. You can use the default files they have set up, or you can create your owneither in the folder theyre created, or you can create your own folder (like if you want to create a shared folder)

Ill tell you about this now because I think its the only place theres a picture of it:*compact/repair button: even when you delete records from your local save, the space is still thereperiodically you need to compact and repair to free up space or else the file size continues to growConfigure paths button:Adds or deletes a local file pathIf you want to add (for example if you are creating a shared local path and you want to create on network instead of your pc), click add; browse for file. You can also use the add diologue box to create a new folder.Creates the file where your local save file records (and search keys) are stored.Exporting is a little differentwell discuss in a little while.Apparently you can run batch processes for multiple local files at once, but I havent tried. This is just the simple demo.This slide shows you how to get you list of records in your local file.

To save a record to a local file, click Action, then Save to local file. Or F4 (which is something I often do accidentally)Highlight the records you want to take a particular action on, the click action, then whatever.Note: you have to be logged off or else you do the action and it does the action..When you do that, before you run your batch, the status is R for ready.On menu, clickBatch process batch

Check date replaced box is kind of cool. Before performing the action, the replaced date is checked. If its more recent than the replace date on the record in your local file, the action on the local file record fails and OCLC downloads a copy of the newer record. This is a screen shot of the record after the batch was run. Notice the status C.

Batch export is a little different in that you have to set a preference. Then, as long as youre set to export in batch, thats all you can do.

You can export a group of records from your local save file. If youre online on a record and you want to export it, if your preference is set to batch export, the status will be changed to R and your record will be added to the local file to wait for the batch export. Note status RNote status RNote status RAgain,Batch process batchThis time click the exports box.Need to set your options

Important is the max # of hits. 100 is the hightet no. you can set. Construct your searches in the command line search format . Sca searches dont work (I tried) numeric seems to and so does derived

The search keys are saved to the local file specified up top.

When youre done entering search keys, be sure to save.

Note: the import button imports search keys from a text file.Batchprocess batch

This time click Online searches boxWhen I was logged on and ran my batch search, I kept getting error reports until I set my login and password for the local file where I wanted to download my search results. After I ran a batch search from being logged on, I would look and notice that I was logged off.

You can run a batch search and not be logged on. In fact thats probably better. Results of my batch search

OCLC moving to MFHDPulldown menusThey are trying to make it user friendly.

connecting with connexion: the uga experience presenters: robin fay k.r. roberto beth thornton

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