CARLI Technical Services Committee Begins Connexion Client Training Q&A Series

CARLI’s Technical Services Committee has identified a need to provide increased opportunities for cataloging training that meets different levels of staff and combines expert training with discussion. OCLC’s existing nine-module Connexion client training is a recognized source of quality training. The Committee will supplement these training modules with live discussion sessions in the Collection Client Training Q&A Series, giving those that view the training modules a venue to answer questions they may have about content covered in each module.

OCLC’s recorded modules are hosted in OCLC's Support site. To view each session, click the “View a recorded session” link, then “register” to view the recording. After completing your registration, the session recording will begin playing in a WebEx media player.

Connexion Client Q&A sessions will be held monthly. The full session schedule appears below, and dates will be added as schedules are confirmed.

Please note these modules cover Connexion client, not Connexion browser. Whereas some of the information may be applicable to both, this training is specifically focused on Connexion client. Note also that the Q&A sessions are not watch sessions. Q&A attendees should view the training modules in advance.

Anyone wishing to participate should sign up for the Connexion Client Training Q & A sessions on the CARLI website. We also encourage participants to submit questions beforehand by emailing Adrienne Radzvickas at

Full Schedule

Session 1, October 26, 2022, 2:00 p.m. - 3:30 p.m.

Session Chat

  • Module 1: WorldCat, MARC, and Client Basics includes a recording  (120 minutes) and a learner guide. Discussion led by Jodi Craiglow, Trinity International University.
  • Module 2: Basic Bibliographic Searching includes a recording (107 minutes) and a learner guide. Discussion led by George Gottschalk, University of Illinois at Urbana-Champaign.

Session 2, November 9, 2022, 10:00 a.m. - 11:30 a.m.

Session Chat

Session 3, December 14, 2022, 10:00 a.m. - 11:30 a.m. 

Session Chat

  • Module 5: Automation and Customization includes a recording  (105 minutes) and a learner guide. Discussion led by Tammie Busch, Southern Illinois University Edwardsville.
  • Module 6: Editing WorldCat Records includes a recording (88 minutes) and a learner guide. Discussion led by Lauren Noel, Columbia College Chicago.

Session 4, January 25, 2023, 2:00 p.m. - 3:30 p.m.

  • Module 7: Advanced Bibliographic Searching includes a recording  (100 minutes) and a learner guide. Discussion led by Jackie Zook, Northeastern Illinois University.
  • Module 8: Original Cataloging includes a recording (111 minutes) and a learner guide. Discussion led by Susan Howell, Southern Illinois University Carbondale.

Session 5, February 22, 2023, 2:00 p.m. - 3:30 p.m.

  • Module 9: Authority Control includes a recording  (105 minutes) and a learner guide. Discussion led by Brent Eckert, Rock Valley College.

About the CARLI Technical Services Committee

The CARLI Technical Services Committee works with the CARLI staff and members to identify, develop, and encourage cooperation and collaboration in matters related to acquisitions, cataloging, authority control, serials and electronic resources management. The committee will pay special attention to technical services operational and policy issues as they relate to library management systems operated and supported by the consortium. The committee will identify efficient and cost-effective best practices, workflows, and training opportunities all while exploring means to promote Technical Services professional advocacy. The Technical Services Committee will collaborate with other CARLI committees and ad hoc groups to discuss issues of common interest and to facilitate joint program planning.