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Apply local holdings CD from list or by name

Two ways to apply a specific local holdings CD record

  • Apply CD By Name. Type the name of the CD record you want to apply.
  • Apply CD From List. Select the CD record to apply from a list of your library's local holdings constant data records.
  • Apply local holdings CD by name or from list. When you apply constant data to an LHR using the Apply CD From List or the Apply CD By Name action, you can select "on the fly" the appropriate constant data for each LHR.
  • With either method, you can:
    • Retrieve and apply any of your local holdings constant data records.
    • Apply a local holdings constant data record without first making it your default constant data.

Local holdings constant data fields applied

Whole CD record always applied. When you apply LH constant data, Connexion always applies all fields present in the CD record to the LHR:

  • Fixed-length fields (Leader, 007, and 008): Values of elements in the fixed-length fields (Leader/007/008) in the CD record replace corresponding elements in the LHR, unless the constant data contains asterisks (*) in place of a value. You can prevent a fixed-length field from being applied by using Delete Text on the Functions list; the empty field remains in the CD record but is not applied to an LHR.
  • Summary field. Text in the Summary field of the LH CD record replaces the contents of the Summary in the LHR. You can prevent the Summary field from being applied by using Delete Text on the Functions list; the empty field remains in the CD record but is not applied to an LHR.
  • Field 852. Subfield $a in the CD record (institution symbol) is not applied; subfields $b and following are applied.
  • Repeatable fields in constant data are added to the LHR. Repeatable fields in constant data do not replace corresponding fields in the record. Edit the resulting record to combine or delete unwanted fields.
  • Nonrepeatable fields. Nonrepeatable fields in constant data replace corresponding fields in the LHR.

Apply local holdings constant data by name

  1. Retrieve a local holdings record or create a new record and begin editing.
    Edit mode only. You must be in edit mode to apply constant data.
  2. On the Edit list, click Apply CD By Name or press <Alt><K> and then <5> (or <Alt><J> and then <5>). An entry area opens above the record header.
  3. In the Specific CD Name text box, type the name of the constant data record you want to apply and then click Apply CD or press <Enter>.
    Results
    Constant data fields applied.

    Connexion applies all content in the LH constant data record.
    • Fixed-length fields (Leader, 007, and 008): Values of elements in the fixed-length fields (Leader/007/008) in the CD record replace corresponding elements in the LHR, unless the constant data contains asterisks (*) in place of a value. You can prevent a fixed-length field from being applied by using Delete Text on the Functions list; the empty field remains in the CD record but is not applied to an LHR.
    • Summary field. Text in the Summary field of the LH CD record replaces the contents of the Summary in the LHR. You can prevent the Summary field from being applied by using Delete Text on the Functions list; the empty field remains in the CD record but is not applied to an LHR.
    • Field 852. Subfield $a in the CD record (institution symbol) is not applied; subfields $b and following are applied.
    • Repeatable fields in constant data are added to the LHR. Repeatable fields in constant data do not replace corresponding fields in the record. Edit the resulting record to combine or delete unwanted fields.
    • Nonrepeatable fields Nonrepeatable fields in constant data replace corresponding fields in the LHR.
  4. Make any other changes you wish to complete the LHR.
  5. Take final action on the LHR.
    • New record. On the Action list click Add Record or press <Alt><K> and then <N> (or <Alt><J> and then <N>).
    • Existing record (edited). On the Action list, click Replace Record or press <Alt><K> and then <A> (or <Alt><J> and then <A>).

Apply local holdings constant data from list

  1. Retrieve a local holdings record or create a new record and begin editing.
    Edit mode only. You must be in edit mode to apply constant data.
  2. On the Edit list, click Apply CD From List or press <Alt><K> and then <6> (or <Alt><J> and then <6>). The Select Constant Data window appears, listing your local holdings constant data records. The list is sorted alphabetically by constant data name.
  3. In the list of constant data records, click the hyperlinked name of the constant data record you want to apply.
    Results
    Constant data fields applied.
    Connexion applies all content in the LH constant data record.
    • Fixed-length fields (Leader, 007, and 008): Values of elements in the fixed-length fields (Leader/007/008) in the CD record replace corresponding elements in the LHR, unless the constant data contains asterisks (*) in place of a value. You can prevent a fixed-length field from being applied by using Delete Text on the Functions list; the empty field remains in the CD record but is not applied to an LHR.
    • Summary field. Text in the Summary field of the LH CD record replaces the contents of the Summary in the LHR. You can prevent the Summary field from being applied by using Delete Text on the Functions list; the empty field remains in the CD record but is not applied to an LHR.
    • Field 852. Subfield $a in the CD record (institution symbol) is not applied; subfields $b and following are applied.
    • Repeatable fields in constant data are added to the LHR. Repeatable fields in constant data do not replace corresponding fields in the record. Edit the resulting record to combine or delete unwanted fields.
    • Nonrepeatable fields Nonrepeatable fields in constant data replace corresponding fields in the LHR.
  4. Make any other changes you wish to complete the LHR.
  5. Take a final action on the LHR.
    • New record. On the Action list click Add Record or press <Alt><K> and then <N> (or <Alt><J> and then <N>).
    • Existing record (edited). On the Action list, click Replace Record or press <Alt><K> and then <A> (or <Alt><J> and then <A>).

 

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