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Module 5 - Automation and customization

Course description

This online module provides instruction on the use of Connexion client’s tools for automation and customization. After completing this web-based training, learners will be prepared to complete editing tasks more efficiently and to customize Connexion client to fit their individual workflow.

This course is intended for learners who are familiar with Connexion’s basic copy and/or original cataloging functions and are looking make the process faster and easier. This course will be particularly beneficial for catalogers that do a significant amount of consistent editing or follow repetitive manual processes for copy or original cataloging.

Register for live, online training

Date Time Registration link

No live sessions scheduled at this time



View a recorded session

View a recorded session (105 minutes)

Course handouts

Learner guide


Request closed captioning
Closed captioning is available in the US upon request with 5 business days' notice. To request closed captioning for a training session, please contact us at

Cancellation policy
In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email in advance of the session.