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OCLC Support

Record Characteristics

Find out how to access and use the Record Characteristics window in Connexion client.

Purpose of the Record Characteristics window

 Note: 

  • This window opens when you click the Record Characteristics button to set options for exporting records (Tools > Options > Export) and also when you click Record Characteristics to set separate options for importing records (File > Import Records).
  • Although the same window is used to set options for import and export, you open the window separately for each function, and your settings for each function are stored separately.

Export options

  • Select a record standard—MARC 21 record standard (default), one of four Dublin Core record standards (see a list in the procedure below), or MARC XML—for exporting bibliographic records. The only record standard available for exporting authority records is MARC 21.
  • Select a character set for exporting bibliographic records and, separately, for exporting authority records.
  • Reset to default settings.

Import options

  • Select a record standard—MARC 21, one of two standards for Dublin Core, or MARC XML—for importing bibliographic records. The only record standard available for importing authority records is MARC 21.
  • Select a character set, MARC-8 or UTF-8 Unicode, for importing bibliographic records and, separately, for importing authority records.
  • Reset to default settings.

Access the Record Characteristics window

Export

To open the window and select settings for exporting bibliographic and authority records:

  1. Navigate to Tools > Options > Export.
  2. Click Record Characteristics.
  3. Select a record standard and character set for exported bibliographic records.
  4. Select a character set for exported authority records.
  5. Click OK.

Import

To open the window and select settings for importing bibliographic and authority records:

  1. Navigate to File > Import Records or press <Alt><F><I>.
  2. Click Record Characteristics.
  3. Select a record standard and character set for imported bibliographic records.
  4. Select a character set for imported authority records.
  5. Click OK.

See more about how to export or import bibliographic records or about how to export or import authority records.

Record Characteristics window: Features and buttons

Feature How to use
Bibliographic Records area
Record Standard list Export

For exporting bibliographic records, select one of the following standards:
  • MARC 21 (default)
  • Dublin Core Qualified
  • Dublin Core Simple
  • OCLC Core Qualified
  • OCLC Core Simple
  • MARC XML
Import

For importing bibliographic records, select one of the following standards:
  • MARC 21 (default)
  • Dublin Core Qualified
  • Dublin Core Simple
  • MARC XML
See procedures and details of record conversions for export and import.

See more about MARC 21, Dublin Core, or MARC XML.
Character Set list Export and import

For exporting or importing bibliographic records, select one of the following character sets:
  • MARC-8 (default)
  • UTF-8 Unicode

 Note:

  • See documentation on Unicode on the Library of Congress website.
  • If you select a Dublin Core or MARC XML standard, UTF-8 Unicode is the only character set allowed.
Authority Records area
Record Standard list The only record standard available for authority records is MARC 21.
Character Set list For exporting or importing authority records, select one of the following character sets:
  • MARC-8 (default)
  • UTF-8 Unicode

 

Button name Click the button to...
Reset (2 buttons) Reset selections to the default (separate Reset buttons for bibliographic records and authority records).
OK Apply the settings you entered, close the window, and return to either the Export tab in the Options window or the Import Records window.
Cancel Cancel any changes you made and close the window.

 

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