WEBVTT 1 "Crystal Rodriguez" (2655116288) 00:00:07.260 --> 00:00:26.220 Okay. Well, thank you for joining us today for Connexion client to bibliographics searching. My name is Crystal Rodriguez and I'm a product trainer with our member education team here at OCLC. I hope you're all staying warm. We are very cold here in Ohio. 2 "Crystal Rodriguez" (2655116288) 00:00:26.220 --> 00:00:46.220 But working through it. So this online class provides instructions on how to use Connexion Client to perform searches for bibliographic records in the WorldCat database. 3 "Crystal Rodriguez" (2655116288) 00:00:46.220 --> 00:00:57.180 After this class, you should be able to describe and navigate search result list, describe. 4 "Crystal Rodriguez" (2655116288) 00:00:57.180 --> 00:01:12.390 Sorry determine the best search to use. Determine whether a given record is a match to your item, use numeric and keyword searches. Limit your searches with qualifiers. 5 "Crystal Rodriguez" (2655116288) 00:01:12.390 --> 00:01:32.390 And perform phrase searches. Lastly, you'll learn how to use searching WorldCat indexes to help construct comp complex searches. I'm going to have my colleague Mallory add the link to the learner guide into the chat for you. This is a dynamic document that it's a web. 6 "Crystal Rodriguez" (2655116288) 00:01:32.390 --> 00:01:47.580 Page that we update regularly. It's good to use for this class and for future reference, and we'll be referring to some of the links that are in there as well. 7 "Crystal Rodriguez" (2655116288) 00:01:47.580 --> 00:02:03.540 In Connexion client, you can search WorldCat online or interactively or offline in batch mode. During interactive or online searching results display immediately. 8 "Crystal Rodriguez" (2655116288) 00:02:03.540 --> 00:02:21.210 And browsing is available. You can perform batch searches when you're working offline. The results can be viewed both offline and the online from a local same file. Note that batch searches will only return up to a 150 records per search. 9 "Crystal Rodriguez" (2655116288) 00:02:21.210 --> 00:02:38.370 Today we will demonstrate searching online, but many of the techniques we demonstrate are applicable to offline based batch searching as well. We will cover the mechanics of offline batch searching in our save files and batch processing class, which is the 4th in our series. 10 "Crystal Rodriguez" (2655116288) 00:02:43.440 --> 00:03:01.860 Connexion Client has three areas for entering searches. You can use the Quicksearch tool, the command line search, or the keyword numeric search area. Quicksearch in command line search are separate areas for entering searches, but they function in the same way. 11 "Crystal Rodriguez" (2655116288) 00:03:01.860 --> 00:03:21.860 Users must generate the entire search, meaning the indexes, search terms, limiters, et cetera, in the search box. This can be good for simple searches like numeric searches or for those that are experienced searchers. The keyword numeric search area contains text boxes and boolean operators. 12 "Crystal Rodriguez" (2655116288) 00:03:21.860 --> 00:03:25.500 To guide users in constructing search queries. 13 "Crystal Rodriguez" (2655116288) 00:03:25.500 --> 00:03:45.500 This is good for beginner searching or for complex searches. There are multiple ways within Connexion client to open the search WorldCat dialogue. Users can choose to press the F2 key from the keyboard, click the menu option. 14 "Crystal Rodriguez" (2655116288) 00:03:45.500 --> 00:04:01.860 For cataloging and then you search and then WorldCat or you can click the toolbar icon. In Connexion client, the system default displays your search results. 15 "Crystal Rodriguez" (2655116288) 00:04:01.860 --> 00:04:19.050 Based on the number of records retrieved. So group lists will display when your search retrieves between a hundred and one to 1500 records. Each group is sorted by format and date, and you can select a group to view a list of records within the group. 16 "Crystal Rodriguez" (2655116288) 00:04:19.050 --> 00:04:37.829 We see an example of that here on our screen. And here we have an example of a truncated list. This is going to display when searches retrieved between six to 100 records, and then from this list you can select to open and view a full record. 17 "Crystal Rodriguez" (2655116288) 00:04:37.829 --> 00:04:57.829 Next we see a brief list result. This is when we have two to five records returned, and similarly to the truncated list, you would just select to open and view a full record. And then lastly, when there is only one result, you'll get the full record. This is going to display when the search retrieves just that single record. 18 "Crystal Rodriguez" (2655116288) 00:04:57.829 --> 00:05:16.799 Record, or this is what you will also see once you click on a record within a truncated list or a brief record list. And we'll see more of this as we work through this session today. Okay. 19 "Crystal Rodriguez" (2655116288) 00:05:16.799 --> 00:05:33.899 So when you're searching the WorldCat database, you want to consider a few things. What information is available to you? Do you have the item in hand if you're the cataloger or are you ordering that item for perhaps maybe you're working with acquisitions? 20 "Crystal Rodriguez" (2655116288) 00:05:33.899 --> 00:05:50.039 Does the item have a number such as an ISBN, an ISSN, et cetera? If there isn't a number, what else can you search by? How easy is it to determine the author, title, publisher, et cetera? 21 "Crystal Rodriguez" (2655116288) 00:05:50.039 --> 00:06:05.579 For example, with the book, of course we know that we would find that on the title page where it would be relatively easy. But if you're working with a DVD or a CD or maybe even an 18th century book, that information may not be as easy to locate. 22 "Crystal Rodriguez" (2655116288) 00:06:05.579 --> 00:06:21.899 As stated here, almost always you want to try a number search 1st. That's going to be give you your least, your most targeted results. When you're searching for items in WorldCat via Connexion client. 23 "Crystal Rodriguez" (2655116288) 00:06:21.899 --> 00:06:37.709 Especially for the purposes of copy cataloging, it is best to match items to the following fields in the mark record that represents them. So you want to be looking for the 245 field or the title statement, the 250 edition statement. 24 "Crystal Rodriguez" (2655116288) 00:06:37.709 --> 00:06:57.709 The 260 or 264 publication statement, you want to look at the 300 physical description and you want to look at the 040 or oh four oh subfield B language of cataloging. It is important to note that a significant difference here does not necessarily mean that. 25 "Crystal Rodriguez" (2655116288) 00:06:57.709 --> 00:07:08.999 It's not a match, so you will want to review the chapter two chapter two of bibliographic formats and standards, which reviews determining matches. 26 "Crystal Rodriguez" (2655116288) 00:07:08.999 --> 00:07:26.549 And the bibliographic formats and standards is linked in that learner guide. And I apologize, that's actually on chapter four Here we see that chapter four, and here's the link for that. 27 "Crystal Rodriguez" (2655116288) 00:07:26.549 --> 00:07:46.549 That is also in that learner guide for you. So as I mentioned, numeric searching is the easiest and most efficient type of searching in WorldCat. This is the one that's going to most likely bring back one or just a few records. 28 "Crystal Rodriguez" (2655116288) 00:07:46.549 --> 00:07:52.769 The most common number searches include the ISBN or international standard book number. 29 "Crystal Rodriguez" (2655116288) 00:07:52.769 --> 00:08:12.769 This is typically found on the back of title pages or back covers. The ISSN or the international standard serial number is typically found on the back of a table of contents in magazines or journals or in the 1st section of a newspaper. And then lastly, the OCLC number. This is an accession number that is assigned by the. 30 "Crystal Rodriguez" (2655116288) 00:08:12.769 --> 00:08:17.639 System by WorldCat when a, when a record is added. 31 "Crystal Rodriguez" (2655116288) 00:08:17.639 --> 00:08:36.029 And it's typically found in the 001 or 035 field as we see on our screen here. Okay, I'm going to go ahead and open up my Connexion and we'll get started with some searching. 32 "Crystal Rodriguez" (2655116288) 00:08:41.879 --> 00:09:01.879 All right. So I'm going to begin by logging in. I'm going to go to the file menu and choose my logon. I already have my authorizations entered in by default. We covered that in the previous session. And as I mentioned, there's the three different ways to begin your searching. 33 "Crystal Rodriguez" (2655116288) 00:09:01.879 --> 00:09:12.929 So I'm just gonna review those quickly. I have the Quicksearch toolbar showing up at the top of my screen. If you don't have that, it's just an issue of going to settings under. 34 "Crystal Rodriguez" (2655116288) 00:09:12.929 --> 00:09:30.179 Tools, and then I believe it's toolbar editor actually it's under options. And then you would choose toolbar. Nope, I apologize the wrong spot. That's what I get for trying to do that on the fly. 35 "Crystal Rodriguez" (2655116288) 00:09:30.179 --> 00:09:50.179 Let me remember where that is. There it is, under the view menu and then toolbars and you'll make sure that you have WorldCat Quicksearch collects checked to ensure that that's showing at the top of your screen if you don't have that already. So that's the Quicksearch. And then if we either use F2. 36 "Crystal Rodriguez" (2655116288) 00:09:50.179 --> 00:09:56.129 Or we use cataloging search WorldCat, or we can use our icons here. 37 "Crystal Rodriguez" (2655116288) 00:09:56.129 --> 00:10:14.729 Then we're gonna open up our search WorldCat box here. And the 1st area we see is the command line search, and then right below that we see the command numeric search. I'm gonna close this real quick. 38 "Crystal Rodriguez" (2655116288) 00:10:14.729 --> 00:10:34.049 And I want to go ahead and perform a search in the Quicksearch box. So I'm going to search for an ISBN, and for ISBN you can just put in the ISBN number. 39 "Crystal Rodriguez" (2655116288) 00:10:34.049 --> 00:10:54.049 Oh alright and then hit enter, and I'm brought back with a truncated list of six because I have less than or between six to 100 results here. 40 "Crystal Rodriguez" (2655116288) 00:10:54.049 --> 00:11:03.029 And I know that's truncated list by looking up at the top there. It says world cat search truncated list. 41 "Crystal Rodriguez" (2655116288) 00:11:03.029 --> 00:11:19.679 Now let's go ahead and perform a search using the command line search here. I'm gonna clear my previous search and I'm just gonna again enter in an ISBN number. 42 "Crystal Rodriguez" (2655116288) 00:11:27.509 --> 00:11:43.919 Sorry, I'm typing shorter, slower than usual because I'm actually working on my laptop today due to the cold working in a little bit of a different setup. So here we get three results. So. 43 "Crystal Rodriguez" (2655116288) 00:11:43.919 --> 00:12:02.579 This is our brief results list. I do want to point out that when you're searching by ISBN, you do need to include the X if it is in in your ISBN. 44 "Crystal Rodriguez" (2655116288) 00:12:02.579 --> 00:12:22.579 And also that that is not case sensitive, so just enter that in either lowercase or uppercase. And let's take a look at one of these results so we can see where the ISBN is in the MARC record. So here we see a couple of ISBNs, we see that. 45 "Crystal Rodriguez" (2655116288) 00:12:22.579 --> 00:12:34.109 The, this is in the 020 field, it's usually in the subfield A, but the subfield Z is also searchable. 46 "Crystal Rodriguez" (2655116288) 00:12:34.109 --> 00:12:51.029 Now here we note that while searching by ISBN does retrieve fewer records in WorldCat for us to examine, there are other fields in the bibliographic record that can be used for matching. So again, we want to look for our 245, our 260, we see that here. 47 "Crystal Rodriguez" (2655116288) 00:12:51.029 --> 00:13:08.789 In our case it's a 264 here, so either 260 or 264, as we mentioned earlier to look for those fields, and then we want to also look at our addition statement. We don't have one on this record, and then we would want to make sure that our pagination matched. 48 "Crystal Rodriguez" (2655116288) 00:13:08.789 --> 00:13:26.609 Okay, I'm gonna go ahead and close out of that. And this time I'm going to search by an ISSN. 49 "Crystal Rodriguez" (2655116288) 00:13:26.609 --> 00:13:42.419 And for this I do have to put an index in and I know that the index is in colon and when we get to using the numeric keyword search, we'll look at how you can identify those if you're not familiar. So I'm just gonna enter in an ISN I'm sorry, ISSN. 50 "Crystal Rodriguez" (2655116288) 00:13:47.189 --> 00:14:05.789 And then we can either hit ok or enter. And again, if there is an X in your ISSN you do want to use that and it is not case sensitive. And here we're getting a group list, so let's click on one of the groups. 51 "Crystal Rodriguez" (2655116288) 00:14:05.789 --> 00:14:25.589 It's taking a moment to think there, usually it doesn't take this long. While we're waiting hopefully this will come up for us, what we want to be looking for is that the ISSN is going to be in the 022 field. 52 "Crystal Rodriguez" (2655116288) 00:14:25.589 --> 00:14:40.829 And again, that's going to be in the subfield a of that 022 field. Not really sure why Connexion took that long. It should not have taken that long, but let's hopefully it doesn't take that long throughout. Here we go. That was a little quicker. So here we see our 53 "Crystal Rodriguez" (2655116288) 00:14:40.829 --> 00:15:00.829 ISSN is in the 022 field. Okay. Now since the OCLC number is unique, it is going to be a more precise search, so if you know the ISSN number, you want to, I'm sorry the OCLC number. 54 "Crystal Rodriguez" (2655116288) 00:15:00.829 --> 00:15:03.779 Number you want to use that. 55 "Crystal Rodriguez" (2655116288) 00:15:03.779 --> 00:15:23.779 So this is also a very efficient search if you're going into WorldCat to delete your holdings. Let's go ahead and do a search for an OCLC number. So to search by OCLC number, you can use the index of no:. You also can just use an asterisk or a pound. 56 "Crystal Rodriguez" (2655116288) 00:15:23.779 --> 00:15:43.229 So I'm going to use the asterisk and enter in my OCLC number, ok. 57 "Crystal Rodriguez" (2655116288) 00:15:43.229 --> 00:16:03.179 And we just get that singular result, as I mentioned it is more precise so that we, we shouldn't find more than one OCLC number. If you do report that. Okay, and here we can see that the OCLC number. 58 "Crystal Rodriguez" (2655116288) 00:16:03.179 --> 00:16:21.809 In our case, we see it at the top of our display, but in the actual mark format that's going to be in the 001 or the 035 of a record in your library's local system. 59 "Crystal Rodriguez" (2655116288) 00:16:21.809 --> 00:16:40.139 Okay jump back over to my PowerPoint real quick. Now I mentioned those indexes, so here we see some commonly used keyword search indexes. 60 "Crystal Rodriguez" (2655116288) 00:16:40.139 --> 00:16:59.189 So these are going to retrieve records that contain the words that you enter in any order and not necessarily adjacent, that these are going to be in any order in the fields and subfields searched by a specific index. Keyword searches can be completed in the command line search or Quicksearch tool. 61 "Crystal Rodriguez" (2655116288) 00:16:59.189 --> 00:17:19.189 Where you will enter the index label and then the keywords. In the keyword numeric search area, which we'll look at shortly, this is where you would type your words and then you're going to use the index dropdown list, and you can enter up to three indexes in that area along with some boolean operators. 62 "Crystal Rodriguez" (2655116288) 00:17:19.189 --> 00:17:32.969 So here we see some frequently used keyword indexes. We would use for a name or in this case author, au:. This is going to refer to the author of a work, whether that be personal, corporate or conference. 63 "Crystal Rodriguez" (2655116288) 00:17:32.969 --> 00:17:52.969 This index searches a variety of author fields and sub fields. E.g., the 100, 110, 111, 245, the 505, 700's, et cetera. And then we would use cn: for corporate or conference name. This can be used for works. 64 "Crystal Rodriguez" (2655116288) 00:17:52.969 --> 00:17:56.999 Where the corporate body or other collective author is the author? 65 "Crystal Rodriguez" (2655116288) 00:17:56.999 --> 00:18:16.999 And this is going to search specifically the 110 and 710 fields. We have next we see personal name or pn:. This can be either an author or another named person such as the illustrator or editor. So this is going to search both. 66 "Crystal Rodriguez" (2655116288) 00:18:16.999 --> 00:18:23.579 The 100 and 700. So that's that difference between the name au versus the personal pn. 67 "Crystal Rodriguez" (2655116288) 00:18:23.579 --> 00:18:43.579 And then we have a commonly used series for se:, and this is going to search various fields and subfields such as the 490, 800, 810, et cetera. We have su: for subject, which is going to search a variety of subject fields and. 68 "Crystal Rodriguez" (2655116288) 00:18:43.579 --> 00:18:48.119 Subfields such as the 600, 610, 650. 69 "Crystal Rodriguez" (2655116288) 00:18:48.119 --> 00:19:03.869 And the like. And then lastly, we see that ti: is for title, and this index searches for the work in a variety of title fields and subfields, which include the 130, 240, 245, 246, et cetera. 70 "Crystal Rodriguez" (2655116288) 00:19:03.869 --> 00:19:23.369 And I did not realize until just now that I was not even sharing it at that moment. So hopefully I'm gonna wait a moment here so you all can see that table. You should be seeing it now. 71 "Crystal Rodriguez" (2655116288) 00:19:23.369 --> 00:19:41.309 Just to review that table there for a moment Now with the item in hand, we can search WorldCat to find a matching record and. 72 "Crystal Rodriguez" (2655116288) 00:19:41.309 --> 00:19:56.549 We want in the case of our example, we're gonna assume that our item does not have a number, so we need to search WorldCat using other methods. So I'm going to jump back over to Connexion, I can find my cursor. 73 "Crystal Rodriguez" (2655116288) 00:19:56.549 --> 00:20:13.169 There it is, for this example, I'm going to open the WorldCat search box again. I'm gonna go to cataloging search WorldCat. 74 "Crystal Rodriguez" (2655116288) 00:20:13.169 --> 00:20:32.549 I'm going to clear my previous search. With that in mind, there's a couple of settings that you want to look at when you're searching. So one is the setting for retaining your search. 75 "Crystal Rodriguez" (2655116288) 00:20:32.549 --> 00:20:50.639 So you may want to retain your previous search in Connexion client, but you will have to remember to clear out your terms or limiters or qualifiers if you did retain them. Otherwise they will be included in future searches. This is useful if you don't get expected search results because of a typo. 76 "Crystal Rodriguez" (2655116288) 00:20:50.639 --> 00:21:08.039 Then you only would have to correct the typo versus repeating your search. It's also useful if you get too many searches because then you can refine your searches without typing the entire search box. That being said. 77 "Crystal Rodriguez" (2655116288) 00:21:13.109 --> 00:21:33.109 I should be seeing an option here to retain my search, maybe it's after I oh, there it is. It's so tiny, I apologize. I will point out, I I say this in my classes, I know that Connexion font can be a little small to see. There are ways to zoom in and and to to make that a little larger. I do my best of trying to. 78 "Crystal Rodriguez" (2655116288) 00:21:33.109 --> 00:21:34.889 Show where those things are. 79 "Crystal Rodriguez" (2655116288) 00:21:34.889 --> 00:21:54.889 But it's right at the top here. You see the little retained search box. So I'm going to go ahead and click that. Now, like any large database limiting and qualifying your searches in Worldcad is oftentimes necessary. 80 "Crystal Rodriguez" (2655116288) 00:21:54.889 --> 00:21:57.449 To find the record that you're looking for. 81 "Crystal Rodriguez" (2655116288) 00:21:57.449 --> 00:22:17.449 So you can customize the indexes, limiters, and qualifiers that are available to Connexion client to give you quick access to those indexes limiters or qualifiers that you use most often. So we're looking right now if we, right now I'm gonna, just click on the dropdown and we just see a small list of options. 82 "Crystal Rodriguez" (2655116288) 00:22:17.449 --> 00:22:22.289 If I click on this little icon here that looks like a little pencil, looks like a list with a pencil. 83 "Crystal Rodriguez" (2655116288) 00:22:22.289 --> 00:22:41.219 I can add in different options that I would want to search. So right now I just have the defaults. I can also move things up and down on that list. And actually what I want to do is click on the show more indexes, which is the plus sign right next to it 1st so that I get the. 84 "Crystal Rodriguez" (2655116288) 00:22:41.219 --> 00:22:58.589 Fullest. If I click modify, then I can add in different indexes that I know I'm gonna use frequently. So e.g., your library maybe if you use NLM, you might want to push, you might want to have some of those. 85 "Crystal Rodriguez" (2655116288) 00:22:58.589 --> 00:23:15.569 Different types of call number options here. So here you might wanna put an NLM class number, e.g., so that you would be able to search by that. Maybe you want to be able to. 86 "Crystal Rodriguez" (2655116288) 00:23:15.569 --> 00:23:35.339 Search, have your name whole phrase showing because you're gonna use that more frequently etc. So I'm gonna go ahead and add one of those, and then you can click on an option to move it up or down on the list. You can also click on one to remove it from the list and then lastly, you can restore your defaults. I'm gonna go ahead and just click ok. 87 "Crystal Rodriguez" (2655116288) 00:23:35.339 --> 00:23:54.599 I also have the option of doing the same when I look at my material types. So again, I can click on modify, and I can add in different types of material types. So let's say that your library, maybe you work with maps more frequently, so you might want to add that in as an option. 88 "Crystal Rodriguez" (2655116288) 00:23:54.599 --> 00:24:12.719 So that it shows on your shortened list. Okay, so with those set, let's go ahead and perform a numeric search for our title that I showed earlier titled Reader Come Home. 89 "Crystal Rodriguez" (2655116288) 00:24:12.719 --> 00:24:31.079 We don't currently know any numbers, so we're just going to start by searching for the title. So when you're doing keyword index numeric searching, you just enter in your search here under the 1st box, and then I'm going to use the dropdown to search for title. 90 "Crystal Rodriguez" (2655116288) 00:24:31.079 --> 00:24:51.079 If I start to type title, it'll take me to the T's or I can scroll through. And then let's go ahead and just click ok. So we do get results, but as you see, this is a large list of results. So this is a lot of us results for us to have to review to. 91 "Crystal Rodriguez" (2655116288) 00:24:51.079 --> 00:25:10.619 Be able to find our specific match. So let's go ahead and try to narrow down our search a little bit. I'm gonna open up that search box again, and I'm going to keep my reader come home, Notice that it's retained because I did click that retained search. And I am going to enter in the name Maryanne Wolf. 92 "Crystal Rodriguez" (2655116288) 00:25:10.619 --> 00:25:29.579 But I'm searching this as a personal name versus an author because I want to retrieve only records for the name that is found in the 100 or 700 field. Remember if I used the AU that's a broader search in WorldCat. 93 "Crystal Rodriguez" (2655116288) 00:25:29.579 --> 00:25:49.139 So that would look for other author fields as well, which you may want, but in my, for my example I'm just going to use personal name here. And then let's go ahead and click ok. Now we still get a large amount of records, but let's just take a look at one of these. 94 "Crystal Rodriguez" (2655116288) 00:25:49.139 --> 00:26:04.199 We see that Maryanne Wolf is listed in the 100 and we do see the title in the 245. So those are what are being searched. But as I mentioned, that's still a pretty long list, so I want to get a shorter list. 95 "Crystal Rodriguez" (2655116288) 00:26:04.199 --> 00:26:22.829 This time I'm going to use my toolbar icon to open up the search box. So now I want to add some qualifiers. These are going to help me to limit and provide more efficient searching. So some options I have here, I have the language of the resource. 96 "Crystal Rodriguez" (2655116288) 00:26:22.829 --> 00:26:38.339 This is the language that the book is written in or the language that a song, like that song and a sound recording etc. I also have the language of cataloging description. This is a little further down here. 97 "Crystal Rodriguez" (2655116288) 00:26:38.339 --> 00:26:58.339 Now this is slightly different. This is going to mean the language of the mark record, which is more than slightly different. It's the language that the mark record is cataloged in. So this is not necessarily the language of the resource itself. But I'm going to go ahead and apply this, click I'm gonna click in apply language of cataloging. 98 "Crystal Rodriguez" (2655116288) 00:26:58.339 --> 00:27:00.479 Limiter and then I'm gonna leave this as English. 99 "Crystal Rodriguez" (2655116288) 00:27:00.479 --> 00:27:20.479 You do have a few other options you can drop, use the dropdown to choose a different language. So e.g., if your institution catalogs in Spanish, then you might want to see records that are cataloged in Spanish. I do want to point out here that this setting remains in effect for all of your searches and. 100 "Crystal Rodriguez" (2655116288) 00:27:20.479 --> 00:27:22.889 Until you uncheck that. 101 "Crystal Rodriguez" (2655116288) 00:27:22.889 --> 00:27:42.889 And it's going to therefore apply to any of the searches that you use, so whether you use the Quicksearch toolbox, the command line or the keyword. Alright, other options here, we have our format. Of course we can choose book or visual materials. 102 "Crystal Rodriguez" (2655116288) 00:27:42.889 --> 00:28:03.139 We can choose internet to indicate whether or not this is an online resource or not. We have source. Now this is where we can choose to specifically return records that are cataloged by library of Congress or library of congress cooperative programs. So if you want specifically to look at those deals. 103 "Crystal Rodriguez" (2655116288) 00:28:03.139 --> 00:28:05.759 See records, which a lot of libraries do prefer. 104 "Crystal Rodriguez" (2655116288) 00:28:05.759 --> 00:28:23.969 Then you can choose that as your source. Of course microphone, it just says whether it's microphone or not. And then under years you can enter a single year or a range of years or you can even leave that open. So if you just want, let's say, 2020. 105 "Crystal Rodriguez" (2655116288) 00:28:23.969 --> 00:28:40.319 And beyond you would just put 2020 with a-or you can say 2020 to 2025 to search just that or just 2020. And then material types are not just physical formats, they are. 106 "Crystal Rodriguez" (2655116288) 00:28:40.319 --> 00:29:00.319 More specific than that, it would be, e.g., DVD versus visual materials. So if you know you're looking specifically for a DVD, you would use that material type versus just looking for all visual materials. These also include physical formats, audience, and publication type. 107 "Crystal Rodriguez" (2655116288) 00:29:00.319 --> 00:29:18.149 Alright, so we're going to use our language filter for English, the limiter here. I'm going to for now remove the DLC filter limit. So right now I'm just going to apply the language. 108 "Crystal Rodriguez" (2655116288) 00:29:18.149 --> 00:29:34.559 And then I'm going to go ahead and click OK, and Connexion is thinking, and I didn't get any results. I think it looks like it's it, oh, because I kept the year in there without realizing that's one reason. 109 "Crystal Rodriguez" (2655116288) 00:29:34.559 --> 00:29:50.819 Let me go ahead and remove that, and for now I'm going to remove that language of cataloging limiter. So now we'll click ok and we get shorter list of results, but still quite a large list. So let's limit a little further. 110 "Crystal Rodriguez" (2655116288) 00:29:50.819 --> 00:30:06.239 We're going to go ahead and look for books, and we're gonna enter in the year of 2018 and hit enter. 111 "Crystal Rodriguez" (2655116288) 00:30:06.239 --> 00:30:26.239 And we get a much smaller list. We could easily work with this list. Now, if you wanted again to look for those items that were specifically library of catalog or library of congress catalog, you would have entered that filter. I don't see any in the list except for this one which is a indicates PCC, so if. 112 "Crystal Rodriguez" (2655116288) 00:30:26.239 --> 00:30:29.579 If we go ahead and perform our search again. 113 "Crystal Rodriguez" (2655116288) 00:30:29.579 --> 00:30:47.999 And we're going to choose the source of DLC. We should get just that singular record and we do. So let's take a look at this record result that we got. 114 "Crystal Rodriguez" (2655116288) 00:30:47.999 --> 00:31:07.999 So when we look at our final record, we are comparing the items that are listed here on our PowerPoint for the, that we mentioned before, Specifically, we see that this the 040 subfield b is in English. We see the authors listed, our title. We're looking at the 1st edition. 115 "Crystal Rodriguez" (2655116288) 00:31:07.999 --> 00:31:24.149 We know that our publication information matches and our pagination matches. So we know that this is the best match for our library. Now before we move on, I have a couple of. 116 "Crystal Rodriguez" (2655116288) 00:31:24.149 --> 00:31:43.139 Examples for you typically I would do this using a poll, but for today's purposes, I'm going to go ahead and just ask you if you mind just entering your answer into the chat. So let's take a look at. 117 "Crystal Rodriguez" (2655116288) 00:31:45.209 --> 00:32:03.569 All right. So here is an example of a record that we searched for the bears ears, and we have our publication and date and pagination information right underneath there. We have three potential results. So I'm gonna give you a few moments to look at the information. 118 "Crystal Rodriguez" (2655116288) 00:32:03.569 --> 00:32:20.579 For our potential results, and if you would add in the chat what, which of these you think is the best answer, the best match? 119 "Crystal Rodriguez" (2655116288) 00:32:25.079 --> 00:32:41.219 Alright, looks like everyone had the answer. So yes, that is going to be number two. So record one is for an online resource possibly an audio book file, e.g.. 120 "Crystal Rodriguez" (2655116288) 00:32:41.219 --> 00:33:01.219 And so therefore the location and publisher also don't match there. If we look at record three, this is a match for an audio CD and the publication location and publisher in the 264 do not match. But record two is our best match. The title information matches publication. 121 "Crystal Rodriguez" (2655116288) 00:33:01.219 --> 00:33:05.849 And physical description closely matches the item. 122 "Crystal Rodriguez" (2655116288) 00:33:05.849 --> 00:33:25.849 All right, let's take a look at one more. So for this title Metropolis by B A Shapiro, which record is the best match with the information that's provided? And again, if you would add that in the chat. 123 "Crystal Rodriguez" (2655116288) 00:33:45.849 --> 00:33:58.019 Looks like maybe this one's a little more tricky for you. 124 "Crystal Rodriguez" (2655116288) 00:33:58.019 --> 00:34:16.649 For the sake of time, I'm gonna go ahead and show you the answer here. So this would be record number four would be our best match. Record number one is a match for a large print book. Record two and three are matches for online resources. 125 "Crystal Rodriguez" (2655116288) 00:34:16.649 --> 00:34:36.119 And record number four matches our record. It also does indicate that this is the 1st edition which we know from our information that we have the 1st edition. Okay. 126 "Crystal Rodriguez" (2655116288) 00:34:36.119 --> 00:34:54.809 And let's on to just phrase searches and why we would use those and how they're different from keyword searches. So you can use a phrase phrase searches, they can be more precise, which is especially useful for search keys that are short or consist of common words. 127 "Crystal Rodriguez" (2655116288) 00:34:54.809 --> 00:35:10.019 Phrase searches look for exactly what you type in order left to right in a sub field. You don't leave out any words, so stop words are not relevant here. And when you're searching using phrase searches. 128 "Crystal Rodriguez" (2655116288) 00:35:10.019 --> 00:35:30.019 With personal names, you do want to enter the last name 1st, include a comma, and then a space between the last name and 1st name. So e.g., you would enter Wolf comma Maryanne for phrase searching. And then you must type all the words in the sub field to search by the index that you choose. 129 "Crystal Rodriguez" (2655116288) 00:35:30.019 --> 00:35:38.189 Use or you can use a truncation which in this case would be an asterisk symbol to truncate your results. 130 "Crystal Rodriguez" (2655116288) 00:35:38.189 --> 00:35:54.479 For your searching. And some of the common phrase indexes include author, personal name. 131 "Crystal Rodriguez" (2655116288) 00:35:54.479 --> 00:36:10.079 Series, subject title. The difference between these and our keyword searches is that we're going to be using a an equal sign instead of a colon. So au= would be a name, author pn= personal name. 132 "Crystal Rodriguez" (2655116288) 00:36:10.079 --> 00:36:29.399 ti= would be a title etc. Now, as we see in our search, our item here on our screen, when the title has the same words, a phrase search is going to be more useful and more precise. So let's go over to Connexion and take a look. 133 "Crystal Rodriguez" (2655116288) 00:36:29.399 --> 00:36:49.049 For this title. I'm going to close out my previous search. 134 "Crystal Rodriguez" (2655116288) 00:36:49.049 --> 00:37:04.259 Bear with me here. There's a technical thing going on here and I'm not sure why. It's like it's identifying my two different screens and I don't want it to. And because of that, I'm having a hard time hitting the cataloging menu. There we go to cataloging search. 135 "Crystal Rodriguez" (2655116288) 00:37:04.259 --> 00:37:23.519 WorldCat, ok. So our previous search is still retained, so we're gonna clear that out 1st. And then let's just to see the difference, let's do a title. 136 "Crystal Rodriguez" (2655116288) 00:37:23.519 --> 00:37:42.179 Keyword search 1st. So we'll enter in ti: and we're gonna enter in the title like we saw tomorrow, tomorrow, tomorrow because we're not gonna enter when you're doing keyword searching, we're not entering in those stop words. And then let's enter English as our language. 137 "Crystal Rodriguez" (2655116288) 00:37:42.179 --> 00:37:57.839 Format of books, and I'm going to enter the date of 2022. And for this case, I do want to apply the language of cataloging limiter to English. 138 "Crystal Rodriguez" (2655116288) 00:37:57.839 --> 00:38:16.320 And I'm gonna hit enter. Oh, I didn't type the T That explains it. Okay, let's try that again. So we get too many results. 139 "Crystal Rodriguez" (2655116288) 00:38:16.320 --> 00:38:31.350 So whether you enter tomorrow once or three times, Connexion client is only searching once when you're doing the keyword searching. So therefore are we getting too many results. So let's go back and try this as a phrase search. 140 "Crystal Rodriguez" (2655116288) 00:38:31.350 --> 00:38:51.350 Now we're gonna enter in ti=, but we do have to put the full title, so we're gonna head tomorrow and tomorrow and tomorrow. 141 "Crystal Rodriguez" (2655116288) 00:38:51.350 --> 00:38:56.970 And then let's just hit enter. 142 "Crystal Rodriguez" (2655116288) 00:38:56.970 --> 00:39:13.230 So we get a lesser list of results, and if we click on one of those and open up, we can see the list here of tomorrow and tomorrow and tomorrow. 143 "Crystal Rodriguez" (2655116288) 00:39:13.230 --> 00:39:30.900 But we also do see some other results, so each of these titles begin with the words that we searched, but they don't necessarily have all those words in them. 144 "Crystal Rodriguez" (2655116288) 00:39:30.900 --> 00:39:50.900 So the other records in the research results have other fields like a 240 or 246 that might meet the right the criteria as well. Another option with our searching is to use that truncation so that we don't have to type this all out. We could have just said tomorrow and tomorrow. 145 "Crystal Rodriguez" (2655116288) 00:39:50.900 --> 00:40:01.230 And then used the asterisk to truncate our search there. 146 "Crystal Rodriguez" (2655116288) 00:40:01.230 --> 00:40:20.250 So in that case, the phrase search was the more precise search to find the title. It did retrieve a smaller number of records, which is going to be a little easier for us to look through. And that's just, that helps when the titles are repetitive like them. 147 "Crystal Rodriguez" (2655116288) 00:40:20.250 --> 00:40:35.760 Another option with searching is to use the whole phrase search. The whole phrase search is only going to look at one sub field at a time. It looks at multiple sub fields within that entire record though. 148 "Crystal Rodriguez" (2655116288) 00:40:35.760 --> 00:40:52.860 And then when you're using the whole phrase index labels, these are gonna end with a W So e.g., you would use suw= equals for a subject whole phrase. Now, again, you must enter all the words in all the subfields or use truncation. 149 "Crystal Rodriguez" (2655116288) 00:40:52.860 --> 00:41:12.860 So as we see here an example would be to look for United States, foreign Relations, Canada. Let's go back over to Connexion and actually do that. 150 "Crystal Rodriguez" (2655116288) 00:41:12.860 --> 00:41:20.880 Alright, I'm going to open the search. 151 "Crystal Rodriguez" (2655116288) 00:41:20.880 --> 00:41:37.050 Dialogue box and clear my previous search. And this time I'll use the keyword numeric search option. So I will enter all of those phrases in order United States, foreign. 152 "Crystal Rodriguez" (2655116288) 00:41:37.050 --> 00:41:55.320 Relations in Canada, and I'll use my dropdown list to choose the title whole phrase. So we see the index there is tiw equals. And then I'm going to limit by year of 2020. 153 "Crystal Rodriguez" (2655116288) 00:41:57.780 --> 00:42:16.950 And I'll hit enter to search, and what did I do? I'm wondering if I have a typing error here. Oh I kept the language of cataloging limiter. I think that maybe why I didn't get results. Let's try that again. 154 "Crystal Rodriguez" (2655116288) 00:42:16.950 --> 00:42:36.390 Nope. Looks like we're getting too many results ok let's try maybe just try searching for just those. Let's see. 155 "Crystal Rodriguez" (2655116288) 00:42:36.390 --> 00:42:53.520 I apologize, I'm not sure. I tested this out earlier and it worked. Let's see. I'm I'm worried that I might just be having a typing error here. It's looking right. Let me try that one more time. Well let me try it using. 156 "Crystal Rodriguez" (2655116288) 00:42:53.520 --> 00:43:13.520 This up here, the command line. Oh, that would have given me an error. Oh, I see what I did. I apologize. It's a subject search. That's why it wasn't coming back. So I was looking for title whole phrase, of course it's not. 157 "Crystal Rodriguez" (2655116288) 00:43:13.520 --> 00:43:20.580 Kinda bring me back that. So I wanted to use suw for subject whole phrase search. 158 "Crystal Rodriguez" (2655116288) 00:43:20.580 --> 00:43:40.140 Still let me back, but I did want to, let's see. Well, that still should have worked. Let's see, I was just not getting any results for that. I think we maybe are just too broad with our searching. 159 "Crystal Rodriguez" (2655116288) 00:43:40.140 --> 00:43:58.320 That is a pretty common subject phrase, so I'm not surprised that we're getting. Let's try adding a couple more filters. Maybe we just look for DLC and filter a little further, still, Nope, getting still getting too many. 160 "Crystal Rodriguez" (2655116288) 00:43:58.320 --> 00:44:16.590 We'll do English as our language and maybe we just look for books Still too many. So you're getting the idea here of why it is important to use these qualifiers. Let's maybe do just. 161 "Crystal Rodriguez" (2655116288) 00:44:16.590 --> 00:44:35.400 Let's see, trying to think of another good qualifier to use here without having to kind of because we were looking for a very broad set of results, right? Which so it doesn't surprise me. Let's do internet and see if we just get back some. 162 "Crystal Rodriguez" (2655116288) 00:44:35.400 --> 00:44:55.400 E resource results. Let me just maybe do a newer year. Still nope. Well, this is not helping us. I was hoping to be able to show you specific results there. I apologize I I tested this earlier. 163 "Crystal Rodriguez" (2655116288) 00:44:55.400 --> 00:45:12.810 And it did work, but we're just getting too many results. So, I I'm hoping that you're still getting the idea of how you might be able to search using a whole phrase search here. 164 "Crystal Rodriguez" (2655116288) 00:45:12.810 --> 00:45:28.020 Let me try a different country. Nope. Yeah, you still have the ideas. Thank you. Yeah, so and it's it does help to show those livits. We're just getting too many results. So it is helpful if you're looking for. 165 "Crystal Rodriguez" (2655116288) 00:45:28.020 --> 00:45:46.140 Maybe a more specific subject heading. I do think my example of the United States foreign relations, Canada, there's gonna be a lot of materials on that, but, you know, if you had something a little more niche, that would be a very good phrase search to use that whole phrase search. 166 "Crystal Rodriguez" (2655116288) 00:45:46.140 --> 00:46:06.140 All right. Oops, I got ahead of myself there So I want to pull up a website for you. Bear with me a moment while I grab that. 167 "Crystal Rodriguez" (2655116288) 00:46:11.490 --> 00:46:31.490 I do have to Due to my setup today, I do have to stop sharing really quickly in order to grab that website for you. So what I'm grabbing, I'll talk to you about it while I grab it, it is going to be. 168 "Crystal Rodriguez" (2655116288) 00:46:31.490 --> 00:46:50.520 See the searching WorldCat indexes document, which is linked. Actually Mallory added that link into the chat for us. And so what that is, is where we're gonna look for those additional indexes, and I'm going to actually pull that up and walk through that with you once I can get my website up. 169 "Crystal Rodriguez" (2655116288) 00:46:55.260 --> 00:47:12.300 And as I mentioned Mallory did add that already into the chat Okay, and it should be sharing here in just a moment. 170 "Crystal Rodriguez" (2655116288) 00:47:12.300 --> 00:47:32.300 All righty. So this document is helpful whether you are a beginner or an expert searching in WorldCat. It's going to be a great useful use for you. This is going to help you construct complex searches, especially searches that you don't. 171 "Crystal Rodriguez" (2655116288) 00:47:32.300 --> 00:47:52.370 Do on a regular basis, and it's going to explain why you get some of the searches that you do in fact get. So as I mentioned, this is linked inthe learner guide. You also can get to it by going to our help site and going to the Librarians toolbox, and it is under the cross product guides or under you've you've. 172 "Crystal Rodriguez" (2655116288) 00:47:52.370 --> 00:48:12.180 Look for searching WorldCat indexes. So I want to review a few parts of this document with you. Looking 1st at under getting started, we're gonna look at the about searching WorldCat indexes link, and this just gives us some information about the scope here. 173 "Crystal Rodriguez" (2655116288) 00:48:12.180 --> 00:48:27.840 And letting us know when we might use this document and where we can retrieve more information for it. So I'm gonna go back and specifically I want to look at the searching WorldCat indexes guidelines and. 174 "Crystal Rodriguez" (2655116288) 00:48:27.840 --> 00:48:47.130 Requirements. So you'll want to review some information here to help you understand what you should indexes you should be doing when you're browsing, giving you some information about capitalization. Specifically, if we scroll down a little bit, we see some information about initial articles, and we will also see information on spacing and. 175 "Crystal Rodriguez" (2655116288) 00:48:47.130 --> 00:49:03.150 Searching for Latin script or non Latin script information here. So, you'll want to review that area if you need to perform searches with any of those details. And then to go back, I'm going to go ahead and use the. 176 "Crystal Rodriguez" (2655116288) 00:49:03.150 --> 00:49:21.420 Breadcrumbs at the top of my screen here. I'm gonna go back to the searching WorldCat indexes document, and I'll scroll down and I see the bibliographic records area, and specifically I see bibliographic records indexes. I'm going to click on that. 177 "Crystal Rodriguez" (2655116288) 00:49:21.420 --> 00:49:41.130 And that's going to give me, an option for alphabetical indexes, so that are going to be able to be used when searching. So I'm going to look specifically at the O through R and let's expand that list and look at personal name. 178 "Crystal Rodriguez" (2655116288) 00:49:41.130 --> 00:50:00.960 And when we look at this, we, all of these different indexes give us this nice table here. So we see that the index for keyword is P N colon. We know that we can use this for searching and browsing. We get a couple examples, and this part's really helpful. It lets us know what fields and subfields are being searched with that index. 179 "Crystal Rodriguez" (2655116288) 00:50:00.960 --> 00:50:20.960 And then each of these do have some notes. There's some difference depending on what systems you're using within OCLC. So we've got some differences here if you're using World Share discovery, e.g., and then let's go back again to bibliographic record indexes. 180 "Crystal Rodriguez" (2655116288) 00:50:20.960 --> 00:50:23.970 Here. 181 "Crystal Rodriguez" (2655116288) 00:50:23.970 --> 00:50:42.570 So let me go back to bibliographic records. And here I want to look at bibiographic records and subfields. So this is essentially the opposite direction of what we just looked at. So if I know that I want to look for as something that's in a 651, but I'm not sure what index to use, I can scroll down and click on the 651 here. 182 "Crystal Rodriguez" (2655116288) 00:50:42.570 --> 00:51:02.570 And then I can learn some information about what's being searched and what my in additional index options are. So for example, to search the 651 in these subfields, I would use keyword su: or phrase su= or whole phrase suw= for when I'm in Connexion. 183 "Crystal Rodriguez" (2655116288) 00:51:02.570 --> 00:51:20.880 And then we just want to look at a couple more spots on this very helpful document. So we have the format document type values and codes. If I click on that, I will, I have the option for Connexion for a searches. 184 "Crystal Rodriguez" (2655116288) 00:51:20.880 --> 00:51:40.530 We want to look at here. And this also gives me a nice chart to tell me, ok, this is the code that I would use, e.g., for an article or for a book, so these are helpful if you're going to construct expert searching, which we'll look at shortly to know like ok BKS is what I'm going to use if I'm looking specifically for a book. 185 "Crystal Rodriguez" (2655116288) 00:51:41.910 --> 00:52:01.910 And then the last one to look at would be the material types and those material type names and codes. Same thing, so as I mentioned when we were look searching before, we can search by material type like a visual material, so we can use VIS, but then we can go even further by looking for specific. 186 "Crystal Rodriguez" (2655116288) 00:52:01.910 --> 00:52:09.240 Types, so DVV would be for DVDs. 187 "Crystal Rodriguez" (2655116288) 00:52:09.240 --> 00:52:26.100 So that's where that document is going to be useful for you. Okay, so with that in mind, let's go back over to Connexion and actually perform a couple complex searching searches using some of those items that we just looked at. So. 188 "Crystal Rodriguez" (2655116288) 00:52:26.100 --> 00:52:44.160 We're gonna use the command line search. Let me clear out our previous previous search. When you're constructing complex searches or expert searching, you don't need to put a space between the index labels and the search terms. 189 "Crystal Rodriguez" (2655116288) 00:52:44.160 --> 00:53:01.920 You can apply, can type multiple search terms with following an index label, and then the operator and is implied, so it's not actually necessary in between the different labels. So using our example from earlier of the book tomorrow and tomorrow and tomorrow. 190 "Crystal Rodriguez" (2655116288) 00:53:01.920 --> 00:53:18.900 We can perform a search here for that. Yep, I understand. Alright, so we're gonna go ahead and use the TI colon equals and type in. 191 "Crystal Rodriguez" (2655116288) 00:53:18.900 --> 00:53:35.880 Tomorrow and tomorrow and tomorrow for our title and then we don't need to enter in the boolean. And because it's understood here, we're looking for language English so we're gonna use the LA colon index. 192 "Crystal Rodriguez" (2655116288) 00:53:35.880 --> 00:53:51.840 And then we want to look for year 2022, so we're using YR index. And then we hit enter, and we get the same results that we got when we searched using the keyword numeric search area. 193 "Crystal Rodriguez" (2655116288) 00:53:51.840 --> 00:54:09.930 And let's just perform that same search with our other example. We're gonna go ahead and clear out our previous example. So for our title reader come home, we can do a complex search of TI colon for title, keyword. 194 "Crystal Rodriguez" (2655116288) 00:54:09.930 --> 00:54:27.900 And we're gonna enter NO spacing there, and we're gonna enter in reader come home. And then we want our personal name, we're gonna do the personal name phrase, and in this case remember we have to do last name for space, 1st comma, space name. 195 "Crystal Rodriguez" (2655116288) 00:54:27.900 --> 00:54:47.790 1st name, and then we want a material type for CDs. Our language is gonna be English, and our year is going to be 2018. 196 "Crystal Rodriguez" (2655116288) 00:54:47.790 --> 00:55:07.770 And I'm actually going to take off that material type option there and just click ok. Oh, I see what happened. I typed incorrectly there. Reader come home. 197 "Crystal Rodriguez" (2655116288) 00:55:07.770 --> 00:55:25.350 I mistyped. There we go. So then we get our our results there Okay I'm gonna go ahead and revert back over here. 198 "Crystal Rodriguez" (2655116288) 00:55:25.350 --> 00:55:45.350 Okay, so just waiting to see if there's any additional questions that have come through. It looks like there aren't. So, if you have any questions following the session, you can find information at our help site at help.OCLC.org. 199 "Crystal Rodriguez" (2655116288) 00:55:45.350 --> 00:55:47.190 Or you can. 200 "Crystal Rodriguez" (2655116288) 00:55:47.190 --> 00:56:06.180 Contact our support team, as you when you get to our help site, you can click on the contact OCLC support and find support in your region. And then following this session, you will be taken to an evaluation. 201 "Crystal Rodriguez" (2655116288) 00:56:06.180 --> 00:56:21.900 Here we see information on how you can register for the remaining sessions. We do have four more sessions for Connexion. And then if you did sign up for this session through our community center, you will receive a badge. 202 "Crystal Rodriguez" (2655116288) 00:56:21.900 --> 00:56:41.130 For attending. If you need to request a badge, you can do that at OC.LC/training-badge-request. And if you have any questions about this training or any other training, you can reach us at training@OCLC.org. 203 "Crystal Rodriguez" (2655116288) 00:56:41.130 --> 00:56:52.704 Alright, and with that, I'm going to go ahead and stop the recording.