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11 Creating and Using Constant Data

Chapter overview

This chapter describes the creation, maintenance, and usage of constant data records within the OCLC® cataloging service. Constant data records may be created in the OCLC interfaces as shown below:

Interface Yes No
OCLC ConnexionTM browser

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OCLC ConnexionTM client  

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OCLC Cataloging Micro Enhancer® (CatME)

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OCLC Passport software (Passport)

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11.1 Introduction

A constant data record is a "rubber stamp" record whose content you apply, that is, copy, to other records to save rekeying. You use constant data records to increase the speed of entry for frequently used cataloging data and to improve consistency and reduce errors in cataloging overall.

You may create as many constant data records as required for your cataloging workflow(s). You may also use existing constant data records as the basis for new constant data records (Connexion™ browser and Passport only). Constant data records must be named at creation for later retrieval. They are stored and accessed individually.

Authority constant data can be created and applied using all OCLC® cataloging interfaces except Connexion client.

Default constant data

An individual constant data record that is automatically associated with your logon is called the default constant data record. The information in the default constant data record is the content that is transferred to another record when you apply constant data.

No default constant data record exists in Passport. You must supply a record name each time you apply a constant data record.

Limitations

Although you can create both name- and subject-related constant data records, you can only use subject-related records to edit existing subject-authority records. You cannot create new subject authority records.

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11.2 Constant Data in Connexion Browser

Constant data database

Connexion browser stores your constant data records in a database. You cannot access this database other than for searching.

View database contents.  You display the contents of the constant data database by searching using no criteria.

Search constant data database.   You locate a specific constant data record by searching for its name.

Create constant data record

Connexion browser provides two ways to create a new constant data record:

  • From a name authority workform

  • From an existing authority record

Apply constant data

Connexion browser provides three ways to apply existing authority constant data. You must be editing a record to apply constant data.

Edit list action... Result...
Apply Default CD

Applies the Constant Data record that you have set as your Default.

Note: If you have not designated a constant data record as your Default, this choice does not appear in the Edit list.

Apply CD By Name Prompts you for the name of a constant data record and allows you to select variable fields, fixed fields, or both; then applies that record.
Apply CD From List Displays the list of your library's constant data records, then applies the record you select.

More information

For more information, see Connexion browser Help.

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11.3 Constant Data in CatME

Constant data file(s)

CatME™ automatically provides you with a default constant data file called constant.cd which stores both authority and bibliographic constant data records. You may create one or more additional constant data files for special collections or for different staff members. See CatME Help for instructions for:

  • Creating/deleting a constant data file
  • Selecting a file as the default file
  • Selecting a file as the current file

Create constant data record

In CatME you create a constant data record by accessing a workform for the format type, naming the new record, typing the desired field values, then saving the record to your local file.

Unmodifiable fields. When creating or editing a constant data record, you may not modify any of these fixed field elements:

  • ARN (defaults to NEW)
  • Rec stat (defaults to n)
  • Type (defaults to z for authority record)
  • Entered (defaults to the current date)

Validation.  The Validate a record action is not available for a constant data record. When creating or editing a constant data record, it is your responsibility to choose field values compatible with the anticipated use of the record.

  Action
1

On the Edit menu click Constant Data Manager.

Or

Press < Alt >< E > then press < D >.

2

In the Constant Data Manager dialog box, click Name Authority or Subject Authority in the Constant Data Workform list.

Result: Name Authority or Subject Authority appears in the box.

3

Click Create.

4

In the Constant Data Name dialog box, enter a descriptive name for the new constant data record (8 characters maximum).

Note: The name must be unique within the current constant data file.

5

Click OK.

Result: CatME displays a workform for the format you selected.

6

Edit fixed-length and/or variable fields in the workform to add the reusable information you want to include.

As you edit:

  • The SOMs (Start-of-Message characters) preceding fields you change are replaced with open SOMs .
  • CatME automatically adds an SOM when you press < Enter > unless you turn this option off in Tools/Options/General tab (a change does not take effect until you open another record).
7

Save the constant data record:

  • On the Action menu click Save in Local File.

    Or

  • Click CatME Save in Local File icon on the toolbar.

    Or

  • Press < Alt >< A > then press < S >.

Result: CatME saves the record, deletes unused variable fields and redisplays the record.

8 Click x in the top right corner or press < Ctrl >< F4 > to close the constant data record when you finish editing.

Edit constant data record

  Action
1

On the Edit menu click Constant Data Manager.

Or

Press < Alt >< E > then press < D >.

2

In the Constant Data Manager dialog box, in the Constant Data Name list, click the name of the constant data record you want to edit, then click Edit.

Result: The record is displayed for editing.

3

Edit fixed-length and/or variable fields in the record to add the reusable information you want to include.

As you edit:

  • The SOMs (Start-of-Message characters) preceding fields you change are replaced with open SOMs .
  • CatME automatically adds an SOM when you press < Enter > unless you turn this option off in Tools/Options/General tab (a change does not take effect until you open another record).
4

Save the constant data record:

  • On the Action menu click Save in Local File.

    Or

  • Click CatME Save in Local File icon on the toolbar.

    Or

  • Press < Alt >< A > then press < S >.

Result: CatME saves and redisplays the constant data record.

5 Close the constant data record when finished editing. Click X in the top right corner or press < Ctrl >< F4 >.

Emergency exit

If for any reason you need to abandon a unfinished constant data record:

  Action
1

Click the Close icon ( X ) in the title bar.

Or

Press < Ctrl >< F4 >.

2

In the confirmation window, click No.

Result: The constant data record's window closes and no new record is created or your changes to an existing record are not saved.


Apply constant data

To apply the current constant data record to an existing local authority record:

  Action
1

Display an authority record or workform.

Or

Display an authority local file truncated list and select the records to which you want to apply a constant data record. Click and drag to highlight adjacent entries or press < Ctrl > and click to highlight single entries.

2

On the Edit menu click Constant Data Manager.

Or

Press < Alt >< E > then press < D >.

3

In the Constant Data Manager dialog box, in the Constant Data Name list, click the name of the constant data record you want to apply.

4 Under Fields to Apply, click to select Fixed or Variable or both.
5

Click Apply.

Result: CatME inserts the constant data into the record in the active window or into records or workforms selected on a list, then closes the Constant Data Manager dialog box.


Select default

If you know you are going to apply the same constant data record many times in succession, you may designate that record as the default constant data record in order to apply it directly from the Edit menu rather than calling up the Constant Data Manager window each time.

To select a default constant data record:

  Action
1

On the Edit menu click Constant Data Manager.

Or

Press < Alt >< E > then press < D >.

2

In the list of Constant Data Names in the Constant Data Manager dialog box, click the name of the record you want to set as the default.

3

Click Set as Default.

Result: A red check mark appears to the left of the record name.


Apply default constant data

Designating a default constant data record does not affect the settings in the Fields to Apply check boxes of the Constant Data Manager window. Before you begin to repeatedly apply a default constant data record, you should first display the Constant Data Manager window and make sure the correct fields are set.

To apply a default constant data record to an existing local authority record:

  Action
1

Display an authority record or workform.

Or

Display an authority local file truncated list and select the records to which you want to apply a constant data record. Click and drag to highlight adjacent entries or press < Ctrl > and click to highlight single entries.

2

On the Edit menu click Constant Data Manager.

Or

Press < Alt >< E > then press < S >.

Result: CatME applies the default constant data with the setting you last used for Fixed, Variable, or both.


Delete constant data record

Constant data records remain in the constant data file until you delete them. To delete a constant data record:

  Action
1

On the Edit menu click Constant Data Manager.

Or

Press < Alt >< E > then press < D >.

2

In the Constant Data Manager dialog box, in the Constant Data Name list, click the name of the constant data record you want to delete.

3

Click Delete.

4

When asked to confirm the action, click Yes.

Result: CatME removes the record from the constant data file and removes its name from the Constant Data Name list.

Note:

  • If the record you want to delete is not in the Constant Data Name list, it may be stored in a different constant data file. To check another file, click File and select a constant data file.

  • You cannot delete the constant data record marked as the default. If the default constant data record is highlighted, the Delete button is inactive (grayed-out).

    To delete the default constant data record, mark another record as the default. Then delete the former default record.


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11.4 Constant Data in Passport

Constant data file

Passport stores your constant data records in a system-level file. You cannot access this file other than for searching. You cannot directly manipulate the contents of this file.

View file contents.  You display the contents of the constant data file by typing cdi< F11 > at the Home position. The Constant Data Information List is displayed.

Constant Data Information List for Passport

Create constant data record

Passport provides two ways to create a new constant data record:

  • From an empty workform: you begin with a blank workform and enter all values.
  • From an existing constant data record: you rename and modify an existing record and save the modified version as a new constant data record.

From workform.  To create a new constant data record using a workform:

  Action
1

At the Home position, enter either:

  • cd wfan [recordname] [ name constant data record]

    Or
  • cd wfas [recordname] [ subject constant data record]

Note: A record name can contain 8 characters maximum.

Result: The system displays a Constant Data workform for editing.

2

You may add new variable fields or modify any field in the record except for fixed field elements:

  • Entered (defaults to the current date)
  • Replaced (defaults to the current date)
  • Type (defaults to z for authority record)

Press < F10 > to send your edits to the system. See section 9.4, "Passport Authority Records," for additional information on editing Passport authority records.

Caution: The Validate a record action is not available for a constant data record. It is your responsibility to choose field values compatible with the anticipated use of the record.

3

When you have completed your modifications, at the Home position enter rf < F11 >.

Result: The record is redisplayed with all variable fields displayed in ascending order and all empty fields removed.


From existing constant data record.  To create a new constant data record based on an existing constant data record:

  Action
1

Display the existing constant data record from which you want to create the new constant data record:

  • If you know the name of the record, at the home position enter ecd [recordname] and press < F11 >

  • If you do not know the name of the record, at the Home position:

    1. Enter: cdi< F11 > to display the Constant Data Information list.
    2. Enter the line number of the record you want to use and press < F11 >.
2

Place the cursor over the existing name, enter a new name, and press < F11 >.

Result: The message line displays: Fixed field edited.

3

You may add new variable fields or modify any field in the record except for fixed field elements:

  • Entered (defaults to the current date)
  • Replaced (defaults to the current date)
  • Enter (defaults to z for authority record)

Press < F10 > to send your edits to the system. See section 9.4, "Passport Authority Records," for additional information on editing Passport authority records.

Caution: The Validate a record action is not available for a constant data record. It is your responsibility to choose field values compatible with the anticipated use of the record.

4

When you have completed your modifications, at the Home position enter rf < F11 >.

Result: The record is redisplayed with all variable fields displayed in ascending order and all empty fields removed.

5

To save the record, at the Home position enter s < F11 >.

Result: The message line displays: Constant Data Record saved.


Record names.  If you attempt to save a constant data record that has the same name as an existing record, the message line displays: Constant Data Record name already exists.

To assign a new name:

  Action
1

Highlight the existing name, then enter the revised name and press < F10 >.

Result: The message line displays: Fixed field edited.

2

At the Home position, enter s < F11 >.

Result: The message line displays: Constant Data Record saved.


Edit constant data record

To change field values in an existing constant data record:

  Action
1

Display the constant data record that you want to edit:

  • If you know the name of the record, at the home position enter ecd [recordname]  < F11 >

  • If you do not know the name of the record, at the Home position:

    1. Enter: cdi < F11 > to display the Constant Data Information list.
    2. Enter the line number of the record you want to use and press < F11 >.
2

You may add new variable fields or modify any field in the record except for fixed field elements:

  • Entered (defaults to the current date)
  • Replaced (defaults to the current date)
  • Enter (defaults to z for authority record)

Press < F10 > to send your edits to the system. See section 11.4, "Constant Data in Passport," for additional information on editing Passport authority records.

Caution: The Validate a record action is not available for a constant data record. It is your responsibility to choose field values compatible with the anticipated use of the record.

3

When you have completed your modifications, at the Home position enter rf < F11 >.

Result: The record is redisplayed with all variable fields displayed in ascending order and all empty fields removed.

4

To save the record, at the Home position enter s < F11 >.

Result: The message line displays: Constant Data Record saved.


Emergency exit

If for any reason you need to abandon a constant data record without completing your editing work, you should:

  Action
1

At the Home position, enter ret and press < F11 >.

Result: The system displays the modified record prompt.

2

Position the cursor within the Remove prompt and press < F10 >.

Result: The screen becomes blank and the changes to the constant data record are cancelled.


Apply constant data

When you apply a constant data record, you must specify whether you want to apply values for fixed field elements, for variable fields, or for both. You do this with the Apply Constant Data (acd) command in conjunction with the constant data record name and a qualifier.

To apply constant data to an existing local authority record:

  Action
1 Display the record to which you want to apply constant data.
2

At the Home position:

If you want to apply.... You enter...
fixed field elements only acd [recordname]  fix< F11 >
variable fields only acd [recordname]  var< F11 >
both fixed and variable fields acd [recordname]  both< F11 >

where [recordname]  is the name of the constant data record that you are applying.

Result: The system transfers the constant data to the record.


Delete constant data record

Constant data records remain in the constant data file until you delete them.

To delete a constant data record:

  Action
1

Display the constant data record that you want to delete:

  • If you know the name of the record, at the Home position enter ecd [recordname]  < F11 >.

  • If you do not know the name of the record, at the Home position:

    1. Enter: cdi < F11 > to display the Constant Data Information list.
    2. Enter the line number of the record you want to delete and press < F11 >.
2

At the Home position, enter del < F11 >.

Result: The screen becomes blank except for the message line which displays: Constant Data record deleted.


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