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Create a local holdings constant data record (Fundamentals)

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 Note:  If you are a WMS library or using full WorldShare Record Manager, please see Create a constant data record.

  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.