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Connecting with Connexion: The UGA Experience

Connecting with Connexion: The UGA Experience. Presenters: Robin Fay K.R. Roberto Beth Thornton. Connecting with Connexion: The UGA Experience : Overview. Presentation Overview Migration overview Suggested resources Searching Tips Pinned! Batch jobs & processing Holdings/LDRs

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Connecting with Connexion: The UGA Experience

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  1. Connecting with Connexion: The UGA Experience Presenters: Robin Fay K.R. Roberto Beth Thornton

  2. Connecting with Connexion: The UGA Experience : Overview • Presentation Overview • Migration overview • Suggested resources • Searching • Tips • Pinned! • Batch jobs & processing • Holdings/LDRs • To control or not to control? • Q&A

  3. Connecting with Connexion: The UGA Experience : Migration Overview • Migration Overview • Timeline • Training/Support • Challenges • What we did well

  4. Connecting with Connexion: The UGA Experience :Migration Overview: Timeline • Timeline • Spring 2003 • Investigation began • Two UGA Library Trainers identified for a “Train the Trainers” approach • First issue: Browser or Client? • Browser workflow problems • Diacritics had to be entered as "bar syntax“ • Slow response time • Postponed migration until Client available

  5. Connecting with Connexion: The UGA Experience :Migration Overview: Timeline Training • Timeline Training begins… • Spring 2004 • Two training workshops planned • Cataloging Supervisors test Connexion Client, review training documentation, and give feedback to trainers • Phase I: Introduction to Connexion, online tutorial, resources, supporting documentation, help • Phase II: Searching, editing, save file, workforms

  6. Connecting with Connexion: The UGA Experience :Migration Overview: Timeline • Training/Support • Spring 2004 • Windows upgrades for Cataloging workstations begin (Libraries Systems Dept.) • Question: Authority level in Windows XP? Power User • Training begins for Cataloging Department by trainers • Departmental Supervisors (Section Heads) • Cataloging staff

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

  8. Connecting with Connexion: The UGA Experience :Migration Overview: Challenges • Challenges • Identifying all Library users of OCLC Passport/Prism • Users are not centralized in one building • Windows upgrades needed • Computers 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

  9. Connecting with Connexion: The UGA Experience :Migration Overview: Additional challenges • Additional Challenges • Macro Express global key assignments conflicted with some of the Connexion Client assignments • Design problems with Connexion Client 1.0 • Frequently unstable during testing • No expanded index in the authority file • Settings in Connexion are tied to user AND the particular workstation, not just the workstation or user

  10. Connecting with Connexion: The UGA Experience :Migration Overview: What we did well • What we did well… • A train the trainer module works well, especially with a large staff • Don’t try to teach/learn everything in one sitting • The 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…

  11. Connecting with Connexion: The UGA Experience :Resources • Resources… • OCLC help • Help in Connexion Client • Listservs • Training & workshops • Tutorials

  12. Connecting with Connexion: The UGA Experience :Resources • Resources… continued… • Tutorials http://www.oclc.org/support/training/connexion/default.htm • Manuals http://www.oclc.org/support/documentation/connexion/client/default.htm http://www.oclc.org/support/documentation/connexion/browser/default.htm

  13. Connecting with Connexion: The UGA Experience :Resources • Resources… continued… • Macros http://www.oclc.org/connexion/support/macros.htm • Migration http://www.oclc.org/connexion/migrating/default.htm • NACO functionality http://www.oclc.org/connexion/migrating/tips/Authorities_Migration.ppt

  14. Connecting with Connexion: The UGA Experience :Resources • Resources… continued… • Tech Bul 251Rev: Searching http://www.oclc.org/support/documentation/worldcat/tb/251/

  15. Connecting with Connexion: The UGA Experience :Searching • Searching overview • Searching tips • Phrase searching • Copy & paste • Pinned! • What is pinning and how does it work?

  16. Connecting with Connexion: The UGA Experience :Searching tips • Searching tips • Command line searching • derived searches are the same • browse query • words, phrases, or title phrases • word: individual words in a phrase • ti:organic gardening is a keyword search, not a phrase search • ti:“organic gardening” searches as a phrase

  17. Connecting with Connexion: The UGA Experience :More Searching tips • Browse query continued • title search • uses equals sign instead of colon • does not search across subfields • sca ti= search will only search $a • title phrase search • also uses equals sign • searches across subfields • most specific results • pnw=james, henry 1843-1916

  18. Connecting with Connexion: The UGA Experience :More Searching tips • Searching tips continued • Keyword search • use ? or # for wildcards, * for truncation • su:wom?n and history and new york/1990- • ti:librar* and su:fiction/2005 • proximity searches use w or n (within 25 words) • ti:aluminum w2 wiring • boolean searching • su:civil and war not battle/1970

  19. Connecting with Connexion: The UGA Experience :Pinned! • Pinned!

  20. 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 unpinned • Benefits of pinning records • have multiple records open at once

  21. Connecting with Connexion: The UGA Experience :Batch jobs & processing: Overview • Batch jobs & processing overview • Local save file • What are batch jobs used for? • Using batch jobs

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

  23. Connecting with Connexion:Batch processing & Local save file Configure paths

  24. Connecting with Connexion:Batch processing & Local save file Create a file

  25. Connecting with Connexion: The UGA Experience :Batch jobs & processing • Batch jobs & processing • Delete holdings • Produce • Replace • Submit • Update holdings & add authority records • Export

  26. Connecting with Connexion:Batch processing & Local save file

  27. Connecting with Connexion:Batch processing & Local save file

  28. Connecting with Connexion:Batch processing & Local save file

  29. Connecting with Connexion:Batch processing & Local save file Process Batch

  30. Connecting with Connexion:Batch processing & Local save file

  31. Connecting with Connexion:Batch processing & Local save file

  32. Connecting with Connexion:Batch processing & Local save file • Batch export • Tools  Options

  33. Connecting with Connexion:Batch processing & Local save file Action Export (F5)

  34. Connecting with Connexion:Batch processing & Local save file Process Batch

  35. Connecting with Connexion: The UGA Experience :Batch jobs & processing Batch searching • Quick Demo • Who is using? • Thoughts?

  36. Connecting with Connexion: The UGA Experience :Batch jobs & processing Search demo Tools Options Batch

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

  38. Connecting with Connexion: The UGA Experience :Batch jobs & processing Search demo Process Batch

  39. Connecting with Connexion: The UGA Experience :Batch jobs & processing Search demo Process Batch

  40. Connecting with Connexion: The UGA Experience :Batch jobs & processing Search demo Process Batch

  41. Connecting with Connexion: The UGA Experience :Holdings/LDRs • Holdings/LDRs • Connexion browser between Sept. and Dec. 2005 • 3 day downtime when OCLC converts • Passport will be available for LDRs until LDR functionality comes up

  42. 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 OCLC’s authority control, not that of its members • It doesn’t fit well into our workflow

  43. Connecting with Connexion: The UGA Experience :Q&A • Q&A • How 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?

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