PINES Documentation

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====== Creation and Use of Constant Data in OCLC’s WorldCat Connexion Client ======


Using constant data allows you to easily apply frequently used data to bibliographic records. This avoids potential errors in habitually rekeyed data. Constant data is essentially a portion of a bibliographic record that you create for standardized content that is reused frequently.

Constant data you create is shared with any other members of your institution (same OCLC symbol).

Information on creating, using, and managing constant data can be found at:

[[https://help.oclc.org/@api/deki/files/5173/connexion-client-use-bib-constant-data.pdf|Cataloging: Use Bibliographic Constant Data.]]\\
[[https://www.youtube.com/watch?v=dyvGVUqHbqw|Create Constant Data in Connexion Client]] (YouTube video automatically starts)\\
[[https://www.youtube.com/watch?v=VrT2sWOyV6k|Apply Constant Data in Connexion Client]] (YouTube video automatically starts)\\

===== Basics for managing constant data =====


<wrap indent>**Create Constant Data in OCLC Connexion:** </wrap>\\

<wrap indent>Cataloging—Create--Constant Data</wrap>\\
<wrap indent>Action--Save to Local File—Name it</wrap>\\

<wrap indent>**Apply Constant Data:** </wrap>\\

<wrap indent>Edit—Constant Data—Apply by Default or select from List (if more than one constant data)--Apply</wrap>\\

<wrap indent>**Derive Constant Data:** </wrap>\\

<wrap indent>First select fields to be transferred by going to: Tools—Option—Derive Record</wrap>\\
<wrap indent>Pull up a good record</wrap>\\
<wrap indent>Derive—Constant data</wrap>\\
<wrap indent>Action and then Name and Save the constant data to local file</wrap>\\
<wrap indent>To set default MARC tags to be transferred to new record: </wrap>\\
<wrap indent>Tools – Options – Derive Record</wrap>\\
<wrap indent>To move MARC fields Up and Down: Alt UP, or Down arrows</wrap>\\
<wrap indent>Edit – Cut Copy Past – Move field</wrap>\\


====== Macros ======


You can also use and create Macros in the Connexion Client. Macros automated routine cataloging tasks such as adding 3xx fields. You can use existing macros or create your own. Information can be found at:

[[https://docs.google.com/viewer?url=https%3A%2F%2Fhelp.oclc.org%2F%40api%2Fdeki%2Ffiles%2F5158%2Fconnexion-client-macros.pdf%3Frevision%3D2|Basics: Use Macros]]

[[https://help.oclc.org/Metadata_Services/Connexion/Connexion_client_documentation#Connexion_client_macros| Connexion Client Documentation: Macros.]]