information</para>
</section>
</appendix>
+ <appendix id="oclcappendix">
+ <title>OCLC Connexion Gateway</title>
+ <para>Koha can be set to work with the OCLC Connextion Gateway. This allows libraries to use
+ OCLC Connexion as their cataloging tool and simply send those records to Koha with a single
+ click. The following instructions will help you set up the OCLC Connexion Gateway, if you
+ have a system administrator you will want to consult with them on this process.</para>
+ <section id="oclckohasetup">
+ <sectioninfo>
+ <author>
+ <firstname>D. Ruth</firstname>
+
+ <surname>Bavousett</surname>
+ </author>
+
+ <affiliation>
+ <orgname>ByWater Solutions.com</orgname>
+ </affiliation>
+
+ <othercredit role="copyeditor">
+ <firstname>Nicole C.</firstname>
+
+ <surname>Engard</surname>
+
+ <contrib>Changed content where necessary.</contrib>
+ </othercredit>
+
+ <pubdate>2012</pubdate>
+ </sectioninfo>
+ <title>Setting up OCLC service on Koha</title>
+ <para>First, you'll need to create a file somewhere on your system with configuration
+ information. You could put this anywhere that is visible to the account that will be
+ running the service. </para>
+ <para>The file contains 11 lines. The first 6 will be about your Koha
+ system:<programlisting>host: The IP address of your Koha server
+port: The port you want to use for the Connexion service. This port must be different from your SIP port, or any other service
+koha: The full URL of your staff client
+log: The location (full file specification) of your log for the service
+user: The default Koha username to use for importing
+password: The password that goes with that username</programlisting></para>
+ <para>The remaining lines describe how to do the staging:
+ <programlisting>match: The name of the matching rule from your system to use
+overlay_action: "replace", "create_new", or "ignore"-- what to do if there is a match
+nomatch_action: "create_new" or "ignore"-- what to do if there is no match
+item_action: "always_add","add_only_for_matches","add_only_for_new", or "ignore" -- what to do with embedded 952 item data
+import_mode: "direct" or "stage"</programlisting></para>
+ <para> A sample file would look like
+ this:<programlisting>host: 1.2.3.4
+port: 8000
+log: /home/koha/koha-dev/var/log/connexion.log
+koha: http://kohastaff.myuniversity.edu
+user: koha_generic_staff
+password: password
+match: 001
+overlay_action: replace
+nomatch_action: create_new
+item_action: ignore
+import_mode: direct</programlisting></para>
+ <para>When choosing an 'import_mode' if you use "direct" then the staged record will be
+ immediately imported into Koha, and should be searchable after your indexes catch up. If
+ you choose "stage", then the record will be placed in a staged batch for you to later go the
+ <link linkend="managestaged">Managed Staged MARC Records</link> tool to finish the import. </para>
+ <para>If you import multiple records, they'll be in the same batch, until that batch is
+ imported, then a new batch will be created. </para>
+ <para>In "direct" mode, each record will be in its' own batch. </para>
+ <para>To start the service, run the script:
+ <programlisting>/location/of/connexion/import/daemon/connexion_import_daemon.pl -d -c /location/of/config/file.cnf</programlisting></para>
+ <para/>
+ </section>
+ <section id="oclcdesktopsetup">
+ <sectioninfo>
+ <author>
+ <firstname>D. Ruth</firstname>
+
+ <surname>Bavousett</surname>
+ </author>
+
+ <affiliation>
+ <orgname>ByWater Solutions.com</orgname>
+ </affiliation>
+
+ <othercredit role="copyeditor">
+ <firstname>Nicole C.</firstname>
+
+ <surname>Engard</surname>
+
+ <contrib>Changed content where necessary.</contrib>
+ </othercredit>
+
+ <pubdate>2012</pubdate>
+ </sectioninfo>
+ <title>Setting up your OCLC desktop client</title>
+ <para> To set up the OCLC Connexion desktop client to connect to Koha, go to Tools/Options,
+ then choose the Export tab. <itemizedlist>
+ <listitem>
+ <para>Click the "Create..." button to set up a new destination, then choose "OCLC
+ Gateway Export" and click OK.</para>
+ </listitem>
+ <listitem>
+ <para>Enter the host name or IP address (host: from your config file) and the port
+ (port: <link linkend="oclckohasetup">from above</link>). </para>
+ </listitem>
+ <listitem>
+ <para>Make sure that the "Notify Host Before Disconnect" box is checked, and that
+ "Permanent Connection" and "Print Results to Default Printer" are not.</para>
+ </listitem>
+ <listitem>
+ <para>Set the three numeric parameters: Timeout: 100 Retries: 3 Delay: 0 </para>
+ </listitem>
+ <listitem>
+ <para>In the "Local System Authorization" box, click the "Send Local System Login Id and
+ Password" box, then enter the Koha login and password you want to use.</para>
+ </listitem>
+ <listitem>
+ <para>Click "OK" to save this connection.</para>
+ </listitem>
+ <listitem>
+ <para>Click on "Record Characteristics" and make sure that the bibliographic records are
+ using MARC21, UTF-8 Unicode, and click OK to save. </para>
+ </listitem>
+ </itemizedlist></para>
+ <para>You should be ready to go! To export a record from OCLC Connexion Client to Koha, just
+ press F5 while the record is on-screen. The export dialog will pop up, and you'll see
+ Connexion attempting to talk to Koha. You should get a message that the record was added or
+ overlaid, including its biblio number, and a URL that you can copy into your web browser to
+ jump straight to the record. </para>
+ </section>
+ </appendix>
<appendix id="faqs">
<title>FAQs</title>
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