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Connexion client documentation

Windows 7 will no longer be supported as of 1/1/20. This is in response to end of support announced by the Microsoft Corporation.

 Note: Connexion client Web documents have the same content as the client online Help.

Connexion client macros

Connexion Support scope

OCLC Support is limited to settings internal to the Connexion Client software. OCLC Support can provide instructions but will no longer direct the work on registry settings, local software, or local hardware.

Changes to your local workstation configuration will require direct assistance from local IT support.

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Quick reference


Create and edit records

Control headings in bibliographic records

Import and export records

Batch processing overview



  • Use client interface
    Other version: en español
    Instructions for using the client main window, menu commands, keyboard shortcuts, toolbar, status bar, dialog windows, records, and lists.

Local files

  • Manage local files
    Other version: en español
    Instructions for using local files for offline or online cataloging, including batch processing searches and record actions.


  • Set options and customize
    Other version: en español
    Customize record and list display and printing, keystroke shortcuts, client toolbars, generic user tools, text strings, and more.
Basics (cont.)


Resources for Support

  • Get support and information
    Use client Help, MARC field help, and RDA Toolkit; contact customer support; get your OCLC usage statistics, access OCLC system news, find information for troubleshooting, and more.

Quick reference

Searching WorldCat

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Import and export records

International cataloging


Connexion client macros

Connexion client macrobook

This April 2013 version of the OCLC macrobook supersedes the one issued as part of version 2.4 of the Connexion client. It contains changes to the following macros:

Add33x - Updated to pre-select common menu choices based on coding in the fixed-field and 300 $a Generate043 - Updated to include more places and accommodate changes in names GenerateAuthorityRecord - Updated to generate name authority records with RDA coding and prompt for the addition of attribute information, etc.

Share macros

OCLC encourages Connexion client users who use macros to automate routine cataloging tasks to share macros. Click one of the following links to visit macro sites supplied by Connexion client users. If you would like OCLC to link to your macro site, please contact us using Help, Contact Support from within the Connexion client (publishing a direct email link on this Web page results in unwanted spam).

Joel Hahn's macros

Plese contact Merry Morris at or to receive a zip file copy of Morris' simple macros.

Walt Nickeson's macros

Learn about macros

In Connexion client, you can use a macro editor to write macros "from scratch" or use a macro recorder to capture your actions in macros that the client writes for you.

See the Connexion client guide, Basics: Use macros, for more information, or access the same information in the client Help.

Macro lessons for beginners

OCLC Macro Language for the Complete Beginner

Written and provided by Joel Hahn, Niles Public Library District, Niles, Illinois

In twelve user-friendly, easy lessons, learn how to create macros for automating routine cataloging tasks using the Connexion client.

Writing OCLC Connexion Client Macros the Simple Way

Designed and created by Merry Morris, Free Library of Philadelphia

Without knowing even the basics, use this easy-to-understand guide to writing simple macros that perform complex repetitive cataloging tasks.

 Note: If you cannot access the Web site from this link, please contact Merry at or to receive a zip file copy.


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