Cataloging: How To Set Up Connexion Client

Purpose: Basic settings required for effective Connexion Client connectivity for cataloging and downloading records to URSUS. For detailed documentation refer to Setup Worksheet for OCLC Connexion Client.

Set Up Automatic Log On

  1. Open Connexion Client Application on your desktop
  2. Select Tools>Options>Authorizations
  3. Enter in your authorization and password
  4. Check Default
  5. Click Apply

Set Up Fonts

  1. Select Tools>Options>Fonts
  2. Select ” Arial Unicode MS” (Important! For records to display correctly.)
  3. Change Records Display Size if you want to
  4. Click Apply

Set Up Export

  1. Select Tools>Options>Export
  2. Click Create
  3. Select OCLC Gateway Export
  4. Under Host Name, enter “”, under Port, enter “5500”
  5. Click OK
  6. Click Apply

Export settings for Connexion client


Make sure that the following box is UNCHECKED:
Tools > Options > Batch > Perform Local Actions in Batch > Bibliographic Record Export

Return to Technical Services TOC.