Guide for Reference Specialists Working in Connexion

The following step-by-step guide amplifies the information for selectors in the BEOnline+ Workflow document on the procedures reference librarians and others selecting electronic resources should follow when using Connexion to select online resources to be added to Voyager and/or to create Internet Resource Guides using the Connexion Pathfinder function.

Adding Internet Resources to the Catalog

• Search LC Catalog

• 1. Select resource in accordance with the BEOnline+ Selection Criteria and the LC Collection Development and Policies statements.
• 2. Search for a record for the resource in Voyager to ensure no duplication.
• 3. If a record for the resource (in any format, eg. print, microform, online) is found in Voyager, go to step 3.a.

      If a record for the resource is not found in Voyager, skip to step 4.

• 3.a. Is maintenance on that record needed (eg. title or URL change, annotation outdated)?

  Yes     Go to step 3.b.
  No.     Skip to step 4.

• 3.b. Note the LCCN, title (include all words of the title up through the first four words), and the needed revisions; you will add this information to the selector submission form in TrackER to notify LC catalogers later unless you locate this resource in the Connexion SaveFile.

  Search Connexion SaveFile

• 4.Working on the LC campus, go to Connexion http://connexion.dedip.oclc.org/ and, under the Cataloging tab, search the SaveFile.

  If a record for the resource is located in the SaveFile, go to step 4.a.
  If a record for the resource is not located in the SaveFile, skip to step 5.

• 4.a. Do you want to include this resource in a Connexion pathfinder?

  Yes. Copy the OCLC number for the record and go to step 4.b.
  No. (Resource has already been added to Connexion database by someone else at LC.) Return to Step 1 if you want to search for another resource. Otherwise, EXIT Connexion.

• Search Connexion Resource Catalog

• 4.b. Search the Connexion resource catalog under the Cataloging tab by the OCLC number you copied in step 4.a. to ensure that you select the same record that is in the LCP SaveFile).
• 4.c. Under "Actions," choose "Flag record" to flag the record for addition to a Connexion pathfinder.
• 4.d. Do you want to add additional Connexion records to your pathfinder during this session?

  Yes. Return to step 1 and continue for the next resource to be added to your pathfinder.

  No. Go to Step 8.a. to add flagged resource(s) to a new Connexion pathfinder.

         Go to Step 8.b. to add flagged resource(s) to an existing Connexion pathfinder.

• 5. Search the Connexion resource catalog under the Cataloging tab for the resource.

  If a single record for the resource is located, go to step 5.a.

  If multiple records for the resource are located, go to step 6.

  If a record for the resource is NOT located, go to step 7.a.

• 5.a. Do the title, URL, keywords and notes reflect the current "view" of the resource?

  Yes. Go to step 5.a.1.

  No.    Go to step 5.b.

• 5.a.1 Choose "Display holdings" under "Actions." Choose "display all holdings" on the resulting pop-up screen. Do any of the symbols "LNN, DLC, or LCP" appear?

  Yes. Go to step 5.a.4.

  No.   Go to 5.a.2.

• 5.A.2 Under "Actions," choose "Edit record."
• 5.a.3. Under "Actions," choose "Update Holdings." (You will get a message, "You are about to set holdings for this record. Do you want to continue?" Choose "OK." The system will respond with a message, "Holdings have been updated for your institution.")
• 5.a.4. If you want to add this resource to a Connexion pathfinder, under "Actions," choose "Flagged Records."
• 5.a.5. Did you locate a record for this resource in Voyager in step 3?

  Yes.   If maintenance was needed on the Voyager record, go to step 5.a.6.
            If maintenance was NOT needed on the Voyager record, go to step 5.a.8.

  No.   Go to step 5.a.7.

• 5.a.6. Fill out and submit a selector submission form in TrackER to notify LC catalogers. The form will ask you to supply:
  • Exact title (up to the first four words of the title)
  • URL of resource
  • OCLC number for the record for the resource in the Connexion Resource Catalog.
  • LCCN of the Voyager Record (if applicable)
  • Changes needed in the Voyager record. (if applicable)
  • If applicable, main language used on the site, if other than English. (The default setting is English).
  • If applicable, ISSN or notation that resource is an ongoing serial with identifiable, discrete issues. such as numbered issues.
  • If applicable, LC archiving status.
• 5.a.7. Fill out and submit a selector submission form in TrackER to notify LC catalogers. The form will ask you to supply:
  • Exact title (up to the first four words of the title)
  • URL of resource
  • OCLC number for the record for the resource in the Connexion Resource Catalog.
  • If applicable, main language used on the site, if other than English. (The default setting is English).
  • If applicable, ISSN or notation that resource is an ongoing serial with identifiable, discrete issues. such as numbered issues.
  • If applicable, LC archiving status.
• 5.a.8. Do you want to add additional records to the Connexion database and/or select additional Connexion records for a pathfinder during this session?

  Yes.    Return to step 1 and repeat for the next resource to be added.

  No.     If you want to add flagged records to a new pathfinder, go to Step 8.a.

             If you want to added flagged records to an existing pathfinder, go to Step 8.b.

             Otherwise, EXIT Connexion.

• 5.b. If the title, URL, keywords and/or notes do NOT reflect the current "view" of the resource, choose "Lock Master Record." and go through the following steps:
  • Add desired updates (i.e.URL, title, revised annotation, etc.)
  • If you wish to add the record to a Connexion Pathfinder, choose "flag record" under "Actions."
  • Under Actions, choose "Replace record and update holdings" in the Resource Catalog Database. Note OCLC number or make a printout for your records. If the system responds that you are not authorized to replace the master record, choose "Save Record" instead. Note SaveFile number or make a print out for your records.
• 5.c. Use the LC selector submission form in TrackER to inform LC catalogers. This form will ask you to supply:
  • OCLC number
  • SaveFile number (if applicable, i.e., in Step 5.b., you were not able to "Replace record + holdings" and had to choose "Save Record" instead)
  • URL of the resource
  • Full title (up to the first four words)
  • LCCN (if you found the record in Voyager in step 3)
  • Changes that are necessary in the Voyager record (if applicable)
  • If applicable, main language used on the site, if other than English. (The default setting is English).
  • If applicable, ISSN or notation that resource is an ongoing serial with identifiable, discrete issues. such as numbered issues.
  • If applicable, LC archiving status.

• 5.d. Do you want to add additional records to the Connexion database and/or additional Connexion records to a pathfinder during this session?

Yes. Return to step 1 and repeat for the next resource to be added.

No. If you want to add flagged records to a new pathfinder, go to Step 8.a.

If you want to added flagged records to an existing pathfinder, go to Step 8.b.

Otherwise, EXIT Connexion.

• 6. If multiple records for the resource are located, see if any were created or modified by DLC, LCP, LNN, or N@F. If so, select that record. If not, briefly view the records and select the one which appears most complete and/or up-to-date.

• 6.a. Do the title, URL, keywords and notes in the record selected in step 6 reflect the current "view" of the resource?

Yes.     Go to step 6.a.1.

No.      Go to step 6.b.

• 6.a.1. Choose "Display holdings" under "Actions." Choose "dispay all holdings" on the resulting pop-up screen. Do any of the symbols "LNN, DLC, or LCP" appear?

Yes.     Go to step 6.a.4.

No.      Go to step 6.a.2.

• 6.a.2. Choose "Edit record locally" under "Actions."

• 6.a.3. Choose "Update Holdings" under "Actions." (You will get a message, "You are about to set holdings for this record. Do you want to continue?" Choose "OK." The system will respond with a message, " Holdings have been updated for your institution.")

• 6.a.4. If you want to add this resource to a Connexion pathfinder, choose "Flagged Records" under Actions.

• 6.a.5. Did you locate a record for this resource in Voyager in step 3?

Yes. If maintenance was needed on the Voyager record, go to step 6.a.6.

        If maintenance was NOT needed on the Voyager record, go to 6.a.8.

No.   Go to step 6.a.7.

• 6.a.6. Use the LC selector submission form in TrackER to inform LC catalogers. This form will ask you to supply:

• Exact title (up to the first four words of the title)
• URL of resource
• OCLC number for the record for the resource in the Connexion Resource Catalog.
• LCCN of the Voyager Record (if applicable)
• Changes needed in the Voyager record. (if applicable)
• If applicable, the main language used on the site, if other than English. (The default setting is English).
• If applicable, ISSN or notation that resource is an ongoing serial with identifiable, discrete issues. such as numbered issues.
• If applicable, LC archiving status.

• 6.a.7. Use the LC selector submission form in TrackER to inform LC catalogers. This form will ask you to supply:

• Exact title (up to the first four words of the title)
• URL of resource
• OCLC number for the record for the resource in the Connexion Resource Catalog.
• If applicable, the main language used on the site, if other than English. (The default setting is English).
• If applicable, ISSN or notation that resource is an ongoing serial with identifiable, discrete issues. such as numbered issues.
• If applicable, LC archiving status.

• 6.a.8. Do you want to add additional records to the Connexion database and/or additional Connexion records to a pathfinder during this session?

Yes. Return to step 1. and repeat for the next resource to be added.

No. If you want to add flagged records to a new pathfinder, go to Step 8.a.

       If you want to added flagged records to an existing pathfinder, go to Step 8.b.

       Otherwise, EXIT Connexion.

• 6.b. If the title, URL, keywords and/or notes do NOT reflect the current "view" of the resource, choose "Lock Master Record." and go through the following steps:

• Add desired updates (i.e.URL, title, revised annotation)
• Under "Actions," choose "Flag record" if you wish to add the record to a Connexion Pathfinder.
• Under Actions, choose "Replace record and update holdings" in the Resource Catalog Database. Note OCLC number or make a printout for your records. If the system responds that you are not authorized to replace the master record, choose "Save Record" instead. Note SaveFile number or make a print out for your records.

• 6.c. Use the LC selector submission form in TrackER to inform LC catalogers. This form will ask you to supply:

• OCLC number
• SaveFile number (if applicable - i.e., in Step 6.b., you were not able to "Replace record and update holdings" and had to "save Record instead.).
• URL of the resource
• Full title (up to the first four words)
• LCCN (if you found the record in Voyager in step 3)
• Changes that are necessary in the Voyager record (if applicable)
• If applicable, main language used on the site, if other than English. (The default setting is English).
• If applicable, ISSN or notation that resource is an ongoing serial with identifiable, discrete issues. such as numbered issues.
• If applicable, LC archiving status.

• 6.d. Do you want to add additional records to the Connexion database and/or additional Connexion records to a pathfinder during this session?

Yes.     Return to step 1 and repeat for the next resource to be added.

No.      If you want to add flagged records to a new pathfinder, go to Step 8.a.

            If you want to add flagged records to an existing pathfinder, go to Step 8.b.

            Otherwise, EXIT Connexion.

Creating a new record in Connexion

• 7.a. If record is not found in the Connexion Resource Catalog, select the Create tab, choose "Create Single Record," and go through the following steps. (You have the option to work in MARC or Dublin Core view):

• Make sure that title reflects what is viewed on Web page. Change as necessary.
• Add or revise the annotation (520 note field in MARC view; "Description" in Dublin Core view) as needed.
• If site is created by a corporate body and that information was not automatically harvested, include a reference to the corporate body in the annotation/description of the resource.
• Remove garbage that might have been automatically harvested from HTML code.
• Check or correct URL as needed.
• Add subject keywords if needed (653 field in MARC view; "Subject" in Dublin Core view).
• Under Actions, choose "Update holdings " so that resource will be added to the Resource catalog; do NOT choose "Save Record." Note number of the new record.
• If you want to add the resource to a Connexion Pathfinder , choose "Flag" under Actions.

• 7.b. Use the LC selector submission form in TrackER to inform LC catalogers. This form will ask you to supply:

• OCLC number of new record
• Title of resource (up to the first four words of the resource.)
• If applicable, main language used on the site, if other than English. (The default setting is English).
• If applicable, ISSN or notation that resource is an ongoing serial with identifiable, discrete issues. such as numbered issues.
• If applicable, LC archiving status.

• 7.c. Do you want to add additional records to the Connexion database and/or additional Connexion records to a pathfinder during this session?

Yes.     Return to step 1 and repeat for the next resource to be added.

No.       If you want to add flagged records to a new pathfinder, go to Step 8.a.

            If you want to added flagged records to an existing pathfinder, go to Step 8.b.

            Otherwise, EXIT Connexion.

Adding Internet Resources to a Pathfinder

• 8.a. To add your flagged records to a new Pathfinder:

  When you have finished searching all of the records in Connexion for this session,

  • Under the Pathfinder tab, if using Constant Data templates for your project, make sure the correct template has been set as the default. (To choose a template, choose "Constant Data," from the Search pull-down menu, search by keyword, and press the "Select default" button next to the correct constant data template.) If not using a template, skip to the next step.
  • choose the "create Pathfinder" Option
  • Choose to create a new blank Pathfinder Page.
  • Fill in the title and footer sections.
  • Under Functions, choose "Add."
  • Under Link, choose "Flagged Records." [A pop-up window will appear asking if you want the flags cleared after inserting the records. Choose OK] All of the records you have flagged will automatically be inserted into the pathfinder.
  • From Actions: either choose "Save Pathfinder" and set the status (if you want to continue working on it) or choose "Add Pathfinder," to add it to the Connexion Pathfinder database. [Note, you can still make changes to pathfinders which you have added to the Connexion Pathfinder Database at any time. Such pathfinders will remain in the Pathfinder database indefinitely unless you delete or change them. Pathfinders added to the Pathfinder Save File, on the other hand, will expire in 179 days, if they are not added to the Pathfinder Database during that time.]
  • If you want to have a link from an LC web page to the pathfinder in Connexion, choose "Export Pathfinder Link," under "Actions," in order to get the Connexion URL for the pathfinder. Copy the "PURL" version of the URL and give to your webpage administrator to include on your Division web page.
• 8.b. To add your flagged records to a Pathfinder you began previously:

  When you have finished searching all of the records in Connexion for this session, go to the Search Options under the Pathfinder Tab, and search for your pathfinder.

  • Open the Pathfinder in edit mode
  • Go to the last entry before the point where you want the new entries to appear.
  • Under Functions, choose "Add."
  • Under Link, choose "Flagged Records." [A pop-up window will appear asking if you want the flags cleared after inserting the records. Choose OK] All of the records you have flagged will automatically be inserted into the pathfinder at that point.
  • From Actions: either choose "Save Pathfinder" and set the status (if it is incomplete and you want to make additional changes or additions to it before submitting it to the Connexion pathfinder database) ) or choose "Add Pathfinder," to add it to the Connexion Pathfinder database. [Note, you can still make changes to pathfinders which you have added to the Connexion Pathfinder Database at any time. Such pathfinders will remain in the Pathfinder database indefinitely unless you delete or change them. Pathfinders added to the Pathfinder Save File, on the other hand, will expire in 179 days, if they are not added to the Pathfinder Database during that time.]
  • If you want to have a link from an LC web page to the pathfinder in Connexion, choose "Export Pathfinder Link," under "Actions," in order to get the Connexion URL for the pathfinder. Copy the "PURL" version of the URL and give to your webpage administrator to include on your Division web page.