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Create a constant data record

Discover how to create a local holdings constant data record in WorldShare Record Manager.
  1. In the left navigation, click Toolbox. The Constant Data tab opens by default.
  2. Select Local Holdings Record from the Data Type drop-down list.
  3. Click New Record.
  4. Update the constant data record with new information.
     Note: Remove any empty fields and/or subfields you do not want added to a local holdings record before you save your constant data record. Empty fields and subfields are retained after saving as some institutions may want to use them as a prompt to add new data in a record.
  5. Click Save.
  6. In the Save Constant Data Record dialog, enter:
    • Name - Enter the name of the new constant data record.
    • My Status - Enter the status of the constant data record. Use this information to help you retrieve constant data records.
    • Make Default - Select if you want this constant data record to be your default bibliographic constant data record.
       Note: You will need to select a default local holdings record constant data record in order to apply constant data when deriving a local holdings record.
  7. Click Save.