GETTING STARTED IN CONNEXION
Before you start working in Connexion, complete the two tasks below:
1. Set up access to the Bibliographic Constant Data File
Connexion allows us to save constant data for different types of records. This is similar to how we used templates in Aleph for creating new records.
Setting up access to the constant data files is similar to the procedure for the shared bibliographic file. (In order to use these instructions, you must sync your Sharepoint site to your computer.)
Go to File on the toolbar. Click on Local File Manager.
- Choose file type (at top left of window) – Bibliographic Constant Data
- Click on Configure Paths (top right button)
- New Window opens: Click on Add
- Browse window opens to find appropriate file on G:\Drive.
- Drill down to: Harvard University\Schlesinger Library-Documents\MANUSCRIPTS\OCLC\Connexion Local Save Files\Connexion Local Save Files (Manuscripts)\Constant Data Master File (Manuscripts)
- Do not highlight it. Click OKAY.
- The file appears in the “Configure local file paths” box.
- Set as Default (button on right).
- Click OKAY.
- Close.
You will now be able to access the constant data files when creating new records in Connexion.
2. Set up export to use Unicode
Go to Tools/Options and follow these instructions:
SAVING IN CONNEXION
In Connexion, you have three options for saving:
- Local Save File
- Online save file
- Save record to WorldCat
1. Local Save file (F4)*
This file is located on the c drive of your computer. You can keep drafts of NEW records here for as long as you want (no expiration).
[C:\Users\you\AppData\Roaming\OCLC\Connex\Db\DefaultBib.bib.db]
Once you have completed your record and you want it reviewed, save it to the online save file.
2. Online Save File (Ctrl+Alt+V)
[Online Bibliographic Save File List: sm:{“SLR”}]
When updating old records, use the online save file so your reviewer can reviews it here. There is a 28 day expiration for “New” records and 14 day expiration for records with OCLC #. If you need to extend your time, simply open the record, make a change, and save it again.
3. SAVE record to WorldCat (Alt+F11)
Choose Replace and Update Holdings when you are ready to replace the record in public Connexion/WorldCat.
* When we began using Connexion in Spring 2018, we created a shared local save file on G for Schlesinger records. This practice has proved problematic, since you cannot lock a record for use while it’s in the local file.
To remove the default setting which saves your record to the shared local file on G instead of your personal local save file, do the following:
Go to File on the toolbar. Click on Local File Manager.
- Choose file type (at top left of window) – Bibliographic
- Under path, choose your file on the C drive (
- Click Set as Default (button on right)
- Click OK
- Click Close.
- The shared local file on G will no longer be your default when you save a record to the local file.