Serials Cataloging Section, Northwestern University Library

SCP 99

CONSER Workflow for Catalogers


A. New Record

1. SAVE Voyager record to Import file

Using the menu, select File > Save As; or, using keyboard commands, type Alt-F, A

Name the file "import" (the extension ".bib" will be added automatically)

2. IMPORT record in Connexion

NOTE: Use the JCR account for Transportation titles; use the INU account for all other titles.

Using the menu, select File > Import Records; or, using keyboard commands, type Alt-F, I

Answer "Yes" to the question "Do you want to delete your original import file?"

3. RETRIEVE record from Online Bibliographic Save File

NOTE: Use the JCR account for Transportation titles; use the INU account for all other titles.

Using the menu, select Cataloging > Search > Online Save File; or, using keyboard commands, type Ctrl-F3 or Alt-C, S, S

Type in the Save File number (if known); or, enter a blank search to retrieve the entire list of saved records and select the record from the list

4. EDIT record

Delete all local fields (e.g., 948 and 949 fields) and all local subfields (e.g., subfield $w)

See Cataloging: Edit Bibliographic Records for detailed instructions on editing OCLC records in Connexion

5. RE-SAVE record to Online Bibliographic Save File

Using the menu, select Action > Save Record Online; or, using keyboard commands, type Alt-A, O or Ctrl-Alt-V

Write Save File number on Voyager print

6. SHELVE book(s) and Voyager print on CONSER Review shelf


B. Revised Record

1. PRINT existing OCLC record

2. LOCK record

Using the menu, select Action > Lock Master Record; or, using keyboard commands, type Alt-A, L

3. EDIT record

See Cataloging: Edit Bibliographic Records for detailed instructions on editing OCLC records in Connexion

4. SAVE record to Online Bibliographic Save File

Using the menu, select Action > Save Record Online; or, using keyboard commands, type Alt-A, O or Ctrl-Alt-V

Write Save File number on OCLC print

5. SHELVE book(s) and OCLC print on CONSER Review shelf



DOCUMENT HISTORY:

Issued Aug. 13, 2004 (KMR)


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