Connexion client options

The first time you use the Connexion client, go to Tools > Options to customize your "profile" to match Folger practice and your preferences. You can also create custom macros, text strings, and "User Tools." To avoid having to re-do the options when moving to a new computer, you'll need to copy your existing profile to the new computer.

Settings

Before opening the Options dialog in Connexion upon initial set-up:

• Catalogers should navigate to Cataloging (I:)/Connexion/LocalSaveFiles, and create a folder named with your initials, e.g., I:/Connexion/LocalSaveFiles/ABC, if you have not already done so.
• Acquisitions staff should navigate to Acquisitions (J:)/Connexion/LocalSaveFiles, and create a folder named with your initials, e.g., J:/Connexion/LocalSaveFiles/ABC, if you have not already done so.

This is the folder where your import and export files will be stored by Connexion (see Export heading below) and Voyager. Once you have a local save folder, go to Tools > Options in Connexion.

Access

Retain default settings

Authorizations

Enter your authorization number (no hyphens), password, and name, and make that the default login.

Batch

Retain default settings

Classify

Retain default settings

Derive Record

(Catalogers only)

Bibliographic records and constant data

Recommended: 04X, 05X, 1XX, 3XX, 4XX, 5XX, 6XX, 7XX, 8XX

However, choose whichever settings work for you, based on the nature of your work.

Export

Click "Create" > "File"

Navigate to I:\Connexion\LocalSaveFiles\[your initials] (for catalogers) or J:\Connexion\LocalSaveFiles\[your initials] (for acquisitions staff) and create .DAT file.

You can create multiple .DAT files, and name them whatever you want. Note that whichever .DAT file path is highlighted is your default save file.

Record characteristics

For both Bibliographic and Authority records:

Record Standard: MARC 21

Character Set: MARC-8

Field export options

Bibliographic: 011,012,029,035,049,084,776,900-994

Fonts

Recommended: Arial Unicode MS for its ability to display all diacritics and special characters correctly.

General

Retain default settings or edit according to personal taste

International

Export: select radio button for "Include all data, with other scripts in 880 fields".

My Status

Add initials and year-month to Bibliographic Records and Authority Records

Printing

Retain default settings

RDA

(Catalogers only)

Modern materials: select both "Use RDA workforms when creating new bibliographic records" and "Use RDA workforms when creating new authority records".

Early materials: select "Use RDA workforms when creating new authority records"

Select "Enable the RDA Toolkit" and enter the Folger's username and password (check with the Head of Collection Information Services if you do not have these).

Record Display

Retain default settings or edit according to personal taste

Spelling

Customize Fields > Fields to Check

Recommended for modern materials: 100 (skip subfields ab), 245, 246, 260, 264, 300, 368, 370, 372, 374, 490, 500, 502, 504, 505, 510, 530, 533, 546, 585, 667, 670, 740, 751, 752.

Recommended for early modern materials: 300, 368, 370, 372, 374, 500, 502, 504, 505, 510, 530, 533, 546, 585, 667, 670, 751, 752.

Add or delete fields as needed.

Toolbar

Retain default settings or edit according to personal taste

Z39.50

Retain default settings

Transferring settings to a new computer

Connexion client options, macros, text strings, logins, toolbar preferences, search history, keymaps, display settings, etc. are stored on the C: drive of each computer you use, and are associated with your Folger network login (not your OCLC login). This lets people on shared computers customize Connexion the way they want. It also means that if you move to a new computer, you either have to reset all your customizations, or you have to copy your Connexion user profile from a computer that already has it set up. Note: This will not affect the settings and options of other people who use that computer; their Profiles are saved in a C: drive folder under their username that only they can access.

Windows XP

1. While logged in to a computer that has the Connexion settings you want to copy, navigate to your OCLC user profile folder at C:\Documents and Settings\username\Application Data\OCLC\Connex\Profiles, but replace "username" with the username you use to log in to Folger computers (the "Application Data" folder is hidden by default, so you might first need make it visible: Tools > Folder Options > View > Files and Folders > Hidden files and folders > Show hidden files and folders).
2. You should see a folder named "MyProfile." Copy this folder to a temporary location in your personal network drive (H:\)
3. If you are moving from an XP machine to a Windows 7 machine, go to the "Windows 7" instructions, below.
4. Log in to the new computer and launch Connexion (this will automatically create the folder and file referred to in the next step).
5. Find the same location in the C:\ drive (C:\Documents and Settings\username\Application Data\OCLC\Connex\Profiles where "username" is the username you use to log in to Folger computers).
6. Delete the "MyProfile" folder on the new computer.
7. Copy the "MyProfile" folder from its temporary location on your H:\ network drive to the C:\ drive on the new computer.

Windows 7

1. While logged in to a computer that has the Connexion settings you want to copy, navigate to your OCLC user profile folder at C:\Users\username\AppData Data\Roaming\OCLC\Connex\Profiles, but replace "username" with the username you use to log in to Folger computers (the "AppData" folder is hidden by default, so you might first need make it visible: Control Panel > Appearance and Personalization > Folder Options > View > Show hidden files, folders, and drives).
2. You should see a folder named "MyProfile." Copy this folder to a temporary location in your personal network drive (H:\)
3. Log in to the new computer and launch Connexion (this will automatically create the folder and file referred to in the next step).
4. Find the same location in the C:\ drive (C:\Users\username\AppData Data\Roaming\OCLC\Connex\Profiles where "username" is the username you use to log in to Folger computers).
5. Delete the "MyProfile" folder on the new computer.
6. Copy the "MyProfile" folder from its temporary location on your H:\ network drive to the C:\ drive on the new computer.

See also

• Setting preferences in Voyager