Apply default bibliographic constant data

Apply default bibliographic constant data

With an online or local bibliographic record open to which you want to apply your default constant data:

• Apply online default - While logged on, navigate to Edit > Constant Data > Online > Apply Default or press <Ctrl><A>.
• Apply local default - While logged on or offline, navigate to Edit > Constant Data > Local > Apply Default or press <Ctrl><Y>.

 Note: Alternatively, apply the default constant data automatically to:

• Imported records
• Records retrieved via batch searching

Apply constant data by name

1. With an online or local bibliographic record open:
   • Apply online constant data by name - While logged on or offline, navigate to Edit > Constant Data > Online > Apply by Name or press <Ctrl><U>.
   • Apply local constant data by name - While logged on or offline, navigate to Edit > Constant Data > Local > Apply by Name or press <Ctrl><B>.
2. In the Apply Constant Data Record window, enter the name of the constant data record you want to apply.
3. Select the MARC fields you want to apply:
   • Fixed
   • Variable (default)
   • Both
   
    Caution: The client gives you the option to apply fixed or variable fields or both. See more about the limitations of these choices and workarounds.
4. Click OK or press <Enter> to apply.
   Or
   Click Cancel to cancel applying constant data.

Apply constant data from a list

• Selecting and applying a constant data record from a list allows you to:
  • Retrieve and apply any bibliographic constant data record.
  • Apply a bibliographic constant data record without first making it your default constant data.
  • Specify different MARC fields to apply from those you selected for the default constant data.

     Caution: If you have only one constant data record, or your search retrieves only one record, you cannot complete the apply-from-a-list action. You cannot apply a constant data record from an open constant data record. If you try to apply constant data from a list but retrieve only a single record, you must:

    • Set the constant data record as the default, and then apply the default.
      Or
    • Apply the record by name.

If you have multiple constant data records, to retrieve a list of all of them (same as searching for constant data records):

1. With a bibliographic record open to which you want to apply a selected constant data record:
   • While logged on, navigate to Edit > Constant Data > Online > Apply from List or press <Alt><E><D><O><L>. 
   • While logged on or offline, navigate to Edit > Constant Data > Local > Apply from List or press <Alt><E><D><L><L>.
   • While logged on, navigate to Cataloging > Search > Online Constant Data or press <Ctrl><N>.
   • While logged on or offline, navigate to Cataloging > Search > Local Constant Data or press <Ctrl><L>.
2. In the Search Online [or Local] Bibliographic Constant Data window, you can:
   • Search for a specific group of records - Enter the name or the text of a My Status. See more about adding My Status to constant data.
   • Retrieve all constant data records - Leave text fields empty or click Clear Search.
3. Click OK or press <Enter>.
4. In the Online [or Local] Bibliographic Constant Data List, select the name of the record you want to apply.
5. At the top of the list under MARC Fields to Apply, select the MARC fields you want to apply:
   • Fixed
   • Variable (default)
   • Both
   
    Caution: The client gives you the option to apply fixed or variable fields or both. See more below about the limitations of these choices and workarounds.
6. At the top of the list, click Apply Selected.
    Caution: If you selected multiple constant data records in the list, only the last constant data record among the selected records is applied.

 Note: You can leave the list of constant data records open in order to apply constant data from the list many times.

Once you have a bibliographic record or a list of selected records open to which you want to apply constant data, use Window > [name of window], or press <Alt><W><[window number] to return to the constant data list. Then, when you apply constant data from the list, the client applies it to the correct window, the last open window.

Do not use <Ctrl><Tab> or <Ctrl><F6>, since as you toggle through windows to get to the constant data list, the last open window is not the correct target for the constant data.