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Record Manager setup worksheet for Connexion browser users

Use this setup worksheet to record your settings in Connexion browser and transfer them to Record Manager. Any settings that are not on this worksheet are not applicable or have only one option in Record Manager.

Exporting records

Connexion browser

  1. Sign in to Connexion browser.
  2. Click the General tab.
  3. Click the Admin button.
  4. Click Export options. 

Record Manager

  1. Sign in to WorldShare and open Record Manager.
  2. In the left navigation, click Export and Label Print Lists.
  3. From the Export List tab on the Export and Label Print Lists screen, click the name of a list to open it.

Export destination

Connexion export destination   Arrow    Record Manager export destination


Export destination ____________________________________________________________

Export format

Record Manager

  1. Sign in to WorldShare and open Record Manager.
  2. In the left navigation, click User Preferences.
  3. From the Preferences screen, click Exporting - Bibliographic Records to set your export preferences.

Connexion export format    Arrow      Record Manager export format


Export format ____________________________________________________________

Fields to delete/exclude data

Connexion fields to delete     Arrow     Record Manager fields to delete


Bibliographic record _______________________________________________________________________



TCP/IP connection options

Connexion TCP/IP connection options     Arrow     Record Manager TCP/IP connection options


Host name ____________________________________________________________

Port number ____________________________________________________________

TCP/IP local system user information

Connexion TCP/IP local system user information     Arrow     Record Manager local system user information


Logon ID ___________________________________                                   User ID ___________________________________

Password ___________________________________



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