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

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

Overview

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

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.

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.

 

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