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University Library, University of Illinois at Urbana-Champaign

Cataloging Services: Cataloging Setup

Acquisitions & Cataloging Services

Connexion Save File

If you create and/or edit records in Connexion, you can save records to your Local Save File as you work and retrieve them at any time.

If you do not set up a specific save file, records will be automatically saved to a file on your computer's hard drive. In this case, you can only access saved records from your specific machine.

Below are basics on using local save files. For more information, see OCLC's How to Use the Local Save File in Connexion Client tutorial or see comprehensive documentation in OCLC's Save Bibliographic Records.

Creating Save File on G: drive

To access records from other machines, you can set up a save file on the G: drive:

  1. In Connexion, select File > Local File Manager
  2. In the Choose File Type area, select Bibliographic
  3. Click Create File
  4. In the Explorer window, navigate to G:\OclcCat\OCLC Connexion\
  5. In the File name field, create a name for your file and click Open
  6. Returning to the Local File Manager window, select the file you just created and click Set as Default
  7. Click Close to save your settings and close the Local File Manager

You can create multiple save files by following the steps above, but only one file can be your default at a given time.

Re-linking Save File

If you're moving to a new computer and have already set up a save file on the G: drive or elsewhere, you'll need to re-link it to Connexion on your new machine:

  1. In Connexion, select File > Local File Manager
  2. Click Configure Paths
  3. In the pop-up window, click Add...
  4. Navigate to the appropriate folder and click OK: G:\OclcCat\OCLC Connexion
    • If you have set up your save file in a different location, navigate to that folder
  5. Click OK to save the folder location and return to the Local File Manager
  6. The "Files" box should now be populated with the files in the added folder
  7. Select your save file from the list and click Set as Default
  8. Click Close to save your settings and close the Local File Manager

Using Save Files

Saving Records

Save an open record to your local save file by hitting F4 or by clicking Action > Save Record to Local File.

If you use multiple save files, verify the current default by selecting File > Local File Manager. You can change the default file by selecting the appropriate file and clicking Set as Default. Because there can only be one default at a time, you will need to do this each time you want to save to a different file.

Retrieving Records

Retrieve records from your save file by hitting F3 or by clicking Cataloging > Search > Local Save File.

Clicking OK in the search box will retrieve all of your records, or you can perform a specific search.

If you use multiple save files, you can choose the file from which to retreive records by selecting from the drop-down at the top under "Local File."

Moving Records

If you use multiple save files, you can move a record between files by opening the record and then clicking Action > Move File and then selecting the appropriate save file.