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Apply constant data to a bibliographic record

Discover how to apply constant data to a MARC 21 bibliographic record in WorldShare Record Manager.

WorldShare Record Manager allows you to apply the information in a bibliographic constant data record to a MARC 21 record. You can use any bibliographic constant data record that was created by any individual at your institution.

Apply default bibliographic constant data to a bibliographic record

 Note: This action can only be performed if a default bibliographic constant data record has been selected. To select a default bibliographic constant data record, navigate to Toolbox > Constant Data.

  1. From the MARC 21 editor, click Record.
  2. From the Record drop-down menu, select Apply Default Constant Data from the Bibliographic Constant Data flyout menu.

    A confirmation message will appear with the name of the applied constant data record and the field(s) overlayed from the constant data record.
  3. From the Save drop-down menu, select how you would like to save the updated record.
    • Replace Bibliographic Record
    • Save and Lock Bibliographic Record
    • Save In-Progress Record

Apply bibliographic constant data to a bibliographic record using bibliographic constant data preview

  1. From the MARC 21 editor, click Record.
  2. From the Record drop-down menu, select Apply and Preview Constant Data from the Bibliographic Constant Data flyout menu. The Apply Constant Data screen opens.

    The Apply Constant Data screen allows you to:
    • Preview the bibliographic record with the bibliographic constant data record applied. The overlayed constant data record data is highlighted in blue. The hyperlinked OCLC number will direct you to the bibliographic record in the MARC 21 editor.
    • View the selected bibliographic constant data record. The hyperlinked constant data name will direct you to the bibliographic constant data record in the constant data record editor.
  3. Select a constant data record name from the drop-down menu. Your default bibliographic constant record is selected by default, but any saved bibliographic constant data record can be selected. This menu contains an auto-suggest text field. Auto-suggestions for available bibliographic constant data records start with the first keystroke in the text field.
  4. Select the constant data fields to apply to the current record from the drop-down list.
    • Fixed fields
    • Variable fields
    • Fixed and variable fields (default)
  5. Click Apply Constant Data. A confirmation message will appear with the name of the applied constant data record and the field(s) overlayed from the constant data record.