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Define a holding library code and institution symbol or MARC organization code for offline cataloging

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Discover how to define a holding library code and institution symbol or MARC organization code for offline cataloging in Connexion client.

Overview

The client uses the holding library code and institution symbol you assign for bibliographic workforms, bibliographic constant data workforms, and imported records in a local file.

NACO-authorized libraries must define a separate MARC organization code to use the authority workforms and imported records.

 Note: For offline cataloging, you must define a holding library code and institution symbol.

Define a holding library code and institution symbol for offline cataloging

  1. Navigate to Tools > Options or press <Alt><T><O>.
  2. Click General > Offline Cataloging Options. The Offline Cataloging Options window opens.
  3. In the Offline Cataloging Options window, complete the following fields:
    • Holding Library Code - Enter a code.
    • Institution Symbol - Enter a symbol.
    • MARC Organization Code - Enter a code. This is required for NACO participants only.
  4. Click OK or Cancel to close the Offline Cataloging Options window.
  5. From the General tab, perform one of the following actions:
    1. Click OK to save your changes.
    2. Click Cancel to close the Options window.
    3. Click Apply to save changes without closing the window.

 Note: These settings are only for offline cataloging. When you are logged on, the client gets this information from your logon authorization and password.