Connexion client 5: Automation and customization

1:36 pm - 3:29 pm  Tuesday, April 8, 2025 | (UTC-04:00) Eastern Time (US & Canada)



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Crystal Rodriguez 00:24:42.960 --> 00:24:43.080
Okay.

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Crystal Rodriguez 00:24:45.040 --> 00:25:04.920
Welcome to today's session. Connection Client automation and customization. So connection client includes several tools that can help you customize the interface to fit your local workflows and maximize your cataloging efficiency. Understanding these features can help you make.

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Crystal Rodriguez 00:25:05.360 --> 00:25:09.560
Informed decisions about their use in your cataloging operations.

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Crystal Rodriguez 00:25:16.240 --> 00:25:36.560
Today's session will begin with reviewing automation tools, specifically, you will learn how to create and apply constant data records and text strings along with using OCLC supplied macros and recording simple custom macros. Next you will learn how to use customization tools such.

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Crystal Rodriguez 00:25:37.560 --> 00:25:47.080
Tools, the toolbar editor, and keystroke shortcuts. These tools can minimize clicks, decrease errors, and save time for staff.

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Crystal Rodriguez 00:25:53.680 --> 00:26:11.280
Connection client offers several automation tools. Let's briefly review some important facts about each of them. Library staff can create and apply constant data records to add standard content to bibliographic records without having to rekey.

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Crystal Rodriguez 00:26:12.640 --> 00:26:31.120
Use text strings for entering frequently used brief data anywhere in a record. Macros are short programs to automate repetitive multi step actions. You can use OCLC supplied macros and or record and apply custom macros.

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Crystal Rodriguez 00:26:35.040 --> 00:26:55.000
It maybe difficult to determine which of the automation tools is best for your workflows. This depends on several factors. As we proceed through this class, you will be able to determine which tool to use for your workflows based on your answers to the following questions. Will the data be applied to a.

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Crystal Rodriguez 00:26:55.440 --> 00:27:15.920
Specific record format type or is it text that will be used despite the record format type? What information will be added to the record? Is it a single field, multiple fields, fixed or variable field data or a sub field? Will the data be shared amongst staff? Will you be working.

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Crystal Rodriguez 00:27:15.920 --> 00:27:22.440
Working with a batch of records? And lastly, will you be applying multi step actions or a string of commands?

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Crystal Rodriguez 00:27:31.920 --> 00:27:52.120
We will begin with reviewing some details about constant data records, and then I will demonstrate creating and applying them. Use constant data to apply fixed field and or variable field data to a specific record format type. Another use is when you will be applying the data to a displayed bibliographic record.

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Crystal Rodriguez 00:27:53.120 --> 00:28:04.000
Work form or multiple saved records. Constant data records can be used to add an original cataloging template with fixed and variable fields.

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Crystal Rodriguez 00:28:06.000 --> 00:28:26.080
Use constant data records for regularly repeated content. Common uses include adding a single field such as a nine four nine field with order information or adding a group of fields such as a local note or a five ninety local subject heading, a six ninety, and order field.

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Crystal Rodriguez 00:28:26.440 --> 00:28:27.320
The nine four nine.

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Crystal Rodriguez 00:28:32.080 --> 00:28:51.880
Just like when you're creating bibliographic records, there are two options for creating constant data records. While working online or offline, you can create them from a blank work form. Additionally, you can derive from a bitly graphic record when working online. These constant data records.

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Crystal Rodriguez 00:28:52.080 --> 00:29:12.200
Can be saved to the online constant data file or a local constant data file. Regardless of where they are saved, they can be applied when working online. However, only records stored to a local save file can be applied when working offline. Furthermore, constant.

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Crystal Rodriguez 00:29:12.400 --> 00:29:18.800
Data records saved online will be available if you're working within World Share Record Manager as well.

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Crystal Rodriguez 00:29:20.840 --> 00:29:23.280
Alright I'm going to go ahead and switch over to connection.

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Crystal Rodriguez 00:29:28.000 --> 00:29:47.440
Now my library has just received a collection of DVDs with closed captioning. We need to add a five forty six field along with a six fifty five genre or form field to each record. As these are all visual materials, we're going to create.

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Crystal Rodriguez 00:29:48.240 --> 00:29:59.920
The constant data record using a visual materials work form type. Two of our cataloggers will be working with this project, so we will create and save the constant data record online.

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Crystal Rodriguez 00:30:03.680 --> 00:30:06.000
I'm going to go ahead and log on to connection.

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Crystal Rodriguez 00:30:09.200 --> 00:30:13.760
I'm using file and then log on, and I have my authorization number already saved here.

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Crystal Rodriguez 00:30:20.360 --> 00:30:25.840
And just one moment I'm going to grab a file over here with some information for myself.

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Crystal Rodriguez 00:30:35.040 --> 00:30:35.600
Just one moment.

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Crystal Rodriguez 00:30:50.400 --> 00:31:07.440
Alright, so to begin with creating a constant data, we're going to click on cataloging, and then we choose create, and here we see the option for constant data. We also could use the keystroke of control shift and n. Which we see that listed here.

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Crystal Rodriguez 00:31:09.160 --> 00:31:20.120
So I'm going to go ahead and click on that, and then I choose my work form type. So as I mentioned, my library's working with visual materials, so I want to choose that, and then I'm going to click OK.

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Crystal Rodriguez 00:31:24.000 --> 00:31:30.320
And here we have our work form, this is gonna look very similar to the work forms for the graphic records.

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Crystal Rodriguez 00:31:32.040 --> 00:31:39.880
And we want to note that the work form includes filled characters. These indicate elements that are required in a bibliographic record.

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Crystal Rodriguez 00:31:41.680 --> 00:32:01.720
Now you would type over these for fields that you intend to use or remove them. If you don't plan to use them. Note that removing them will cause a blank once they're applied to the bibliographic record. If they're left in the constant data record, they will be applied to the biographic record. And we will review this a bit more in our.

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Crystal Rodriguez 00:32:02.000 --> 00:32:02.440
Next example.

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Crystal Rodriguez 00:32:06.000 --> 00:32:19.720
So you can enter variable fields anywhere in the record. I'm going to go ahead and enter underneath of the five XX field here. I'm just gonna click there and hit enter to add an additional field. And I'm just going to add a five forty six.

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Crystal Rodriguez 00:32:21.360 --> 00:32:22.480
That says closed caption.

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Crystal Rodriguez 00:32:28.320 --> 00:32:32.640
And then I want to add a six fifty five. I'm gonna go ahead and do that at the end of the work form.

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Crystal Rodriguez 00:32:34.080 --> 00:32:40.840
And again, I just hit enter to add a field there, and my first indicator is blank and my second indicator is going to be seven.

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Crystal Rodriguez 00:32:42.400 --> 00:32:44.240
Oops, type in a Y there instead of seven.

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Crystal Rodriguez 00:32:46.840 --> 00:32:52.080
And I'm just going to add a note here or I'm sorry, actually it's it's a subject a genre setting here.

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Crystal Rodriguez 00:32:57.840 --> 00:33:02.320
And I'm going to add a sub field D I'm sorry for sub field two.

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Crystal Rodriguez 00:33:07.280 --> 00:33:08.520
Then I'm gonna add one more note here.

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Crystal Rodriguez 00:33:11.760 --> 00:33:13.320
Just indicating that this was a donation.

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Crystal Rodriguez 00:33:22.760 --> 00:33:42.120
Alright, so once we've added the fields that we want to include, we can then format the record to remove any unused fields and to reorder the fields that we entered. This works just like when we're working with bibliographic records. So I'm going to go ahead and I can use the read the reformat on my toolbar here.

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Crystal Rodriguez 00:33:43.200 --> 00:33:46.760
And we watch quickly that connection makes that reformat there.

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Crystal Rodriguez 00:33:49.680 --> 00:34:07.800
And once I have saved my constant data or I have all everything I want, then I want to save my constant data. As I mentioned in the beginning, for this project, my library has several people working on this, so we're going to save this to our online save file. So I'm going to go to action.

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Crystal Rodriguez 00:34:08.800 --> 00:34:23.159
And then save record to online file or if I were to attempt to close this record, I would be asked if I wanted to save it. I'm going to go ahead and just click that option there for saving, and then we want to give our constant data a name.

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Crystal Rodriguez 00:34:29.000 --> 00:34:47.760
Setting a default is not required if you assign a default, you do determine if you want to apply fixed fields, variable fields or both. This enables you to apply the constant data with fewer clicks, and you will want to keep in mind that you cannot delete your default local constant data.

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Crystal Rodriguez 00:34:48.440 --> 00:34:51.800
Once it's assigned. So that's specifically if you're saving this to the local file.

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Crystal Rodriguez 00:34:53.520 --> 00:34:57.040
So I'm going to go ahead and choose to make this my default constant data.

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Crystal Rodriguez 00:35:00.720 --> 00:35:05.480
And I want to add a my status so that I can identify my constant data.

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Crystal Rodriguez 00:35:08.320 --> 00:35:25.440
So I'm just going to add my initials, this is just like when we're working with video graphic records as well here. So I'm going to go ahead and click ok and here I'm asked if I want to apply fixed fields, variable fields or both. I'm going to just say variables since that's the areas that I've edited.

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Crystal Rodriguez 00:35:27.520 --> 00:35:28.600
And I can click OK.

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Crystal Rodriguez 00:35:33.960 --> 00:35:53.240
There are three ways to apply constant data. You can apply default, apply from a list or apply by name. I'm going to achi choose to apply default for this example because I'm applying by default, applying variable or fixed fields is based on that decision that I just made when I saved. So.

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Crystal Rodriguez 00:35:53.680 --> 00:35:55.000
Let me go ahead and open up a record.

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Crystal Rodriguez 00:35:57.800 --> 00:35:59.960
I'm just going to enter in an OCLC number.

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Crystal Rodriguez 00:36:07.800 --> 00:36:09.440
And I have my billy graphic record here.

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Crystal Rodriguez 00:36:11.120 --> 00:36:28.760
Now to apply my constant data record I'm going to go to the edit menu and then constant data, and remember I saved this online, so I'm choosing online, and I want to go ahead and apply my default, so it's going to apply that one that I just saved. So let's go ahead and click on that.

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Crystal Rodriguez 00:36:30.160 --> 00:36:36.560
And we'll connection's gonna take a moment to think, and we will see in a moment that it does does apply my constant data.

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Crystal Rodriguez 00:36:38.520 --> 00:36:46.400
And here we see that our my constant data was added to this record, I can tell that by the little triangles over here, that show that that's an edit.

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Crystal Rodriguez 00:36:48.880 --> 00:36:57.880
And then I can go ahead and edit these fields or make any other edits I need to, and then complete the record or resave it if I need to.

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Crystal Rodriguez 00:37:00.440 --> 00:37:13.680
For my purposes I'm just going to go ahead and close this record. So I'm gonna X out, and this is where you'll see that I'm asked if I want to save the record. I'm going to say no that I just want to close it.

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Crystal Rodriguez 00:37:22.800 --> 00:37:41.080
It is important to keep in mind that constant data records do not retain empty fields or elements. If you select to apply fixed fields from constant data, they will overwrite existing data. So here we see information on how to insert blank fields, keep fields.

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Crystal Rodriguez 00:37:41.320 --> 00:37:51.520
And perserve preserve fixed fields. For fixed fields, you will need to add asterisks to preserve the fixed field value in the bid record.

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Crystal Rodriguez 00:37:53.680 --> 00:38:13.600
Okay, use a blank or leave the fill character if you do not want to retain the existing data. Remember that fill characters are prompts for required elements. For variable fields, to insert empty fields, enter one or more placeholder characters.

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Crystal Rodriguez 00:38:14.480 --> 00:38:27.400
Or enter a delimiter, a space, the pipe character, the word blank in all capital letters, and another pipe character as seen here on the slide.

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Crystal Rodriguez 00:38:29.560 --> 00:38:49.680
Variable fields can be entered anywhere in the record. Use reformat when you were finished to reform, to remove blank fields. Also note that the process of creating constant data records and retaining fields in elements is different in world Share Record manager. Please visit our help site.

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Crystal Rodriguez 00:38:50.440 --> 00:38:52.240
For information on those steps.

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Crystal Rodriguez 00:38:58.040 --> 00:39:01.840
Here you see an example showing some of the steps that I've just outlined.

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Crystal Rodriguez 00:39:05.280 --> 00:39:21.640
Note the highlighted areas showing the fill characters blanks, retentions, and asterisks. So we can see those here. We see, for example, under dates that we have the asterisks, and we keep the field character under the ELVL.

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Crystal Rodriguez 00:39:23.240 --> 00:39:33.320
Fixed field, and here you see that sort of placeholder with the word blank in all capital letters surrounded by the pipe characters.

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Crystal Rodriguez 00:39:38.520 --> 00:39:53.800
And here, is an example of a biographic record where we have applied the constant data record with blanks and retentions. Again, note the highlighted areas, and in just a few moments, we will put this into action within connection.

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Crystal Rodriguez 00:39:56.400 --> 00:39:58.160
So let's go ahead and open connection.

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Crystal Rodriguez 00:40:03.360 --> 00:40:03.560
Alright.

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Crystal Rodriguez 00:40:08.040 --> 00:40:27.800
So let's see an example that will demonstrate the options for leaving a blank and retaining fields. My catalogger wants to create a constant data record as a template for a collection of titles that all indicate that they were selected for a selebrity book club. They will need to use this when working online and.

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Crystal Rodriguez 00:40:28.240 --> 00:40:32.720
Offline, so we will save it to our local constant data file.

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Crystal Rodriguez 00:40:35.000 --> 00:40:39.160
So again, to create a constant data record, we're going to go to cataloging.

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Crystal Rodriguez 00:40:40.560 --> 00:40:52.280
Create constant data or we can use that shortcut key. For this case, I'm going to use the work form of books, so I it's already selected for me, I'm just gonna go ahead and click ok.

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Crystal Rodriguez 00:40:56.600 --> 00:41:02.760
Alright, so I'm going to leave the fill character in the ELVL fixed field here.

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Crystal Rodriguez 00:41:04.160 --> 00:41:08.680
For my language I'm going to replace these fill characters with ENG for English.

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Crystal Rodriguez 00:41:11.400 --> 00:41:13.320
For country I want to leave that blank.

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Crystal Rodriguez 00:41:15.680 --> 00:41:19.320
And then for the DEC S C I'm gonna enter an I here.

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Crystal Rodriguez 00:41:22.720 --> 00:41:31.640
And I'm going to enter an S for the DTST fixed field. And then my dates I'm going to add asterisks. Oops.

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Crystal Rodriguez 00:41:34.960 --> 00:41:37.480
And I'm leaving the second area of the dates blank.

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Crystal Rodriguez 00:41:41.320 --> 00:41:57.320
Remember if you do not use the asterisk here, fill characters in constant data will overwrite any dates that maybe present in the building graphic format or record. So now I want to do some work in my variable fields. So I'm going to enter a two sixty four.

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Crystal Rodriguez 00:42:00.400 --> 00:42:14.080
The first indicator of four, no blank on the second indicator, and I'm gonna enter a sub field C And this is where I'm going to use that pipe character with the word blank in all capital letters and then another pipe character.

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Crystal Rodriguez 00:42:15.960 --> 00:42:17.880
And I'm gonna add a five hundred note.

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Crystal Rodriguez 00:42:27.320 --> 00:42:32.400
Alright, this is where we're not indicating that this is from a celebrity book club.

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Crystal Rodriguez 00:42:40.880 --> 00:42:45.520
And then I want to add a nine forty nine field. I'm gonna add that at the end of the record.

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Crystal Rodriguez 00:42:51.240 --> 00:43:05.560
And I'm gonna enter in the the word call number here just to give me sort of a placeholder to know that that's where I would enter my call number, and then for my sub field G I'm gonna use that placeholder of the blank with the pipe characters.

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Crystal Rodriguez 00:43:10.240 --> 00:43:12.280
And then we're just gonna add a couple more sub fields here.

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Crystal Rodriguez 00:43:20.440 --> 00:43:21.120
And let's see.

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Crystal Rodriguez 00:43:24.360 --> 00:43:24.560
Alright.

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Crystal Rodriguez 00:43:27.040 --> 00:43:32.800
And then I can use reformatting again to go ahead and reformat this. This time I'm going to show you using the menu option.

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Crystal Rodriguez 00:43:35.200 --> 00:43:37.600
So that is under, if I could recall.

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Crystal Rodriguez 00:43:41.080 --> 00:43:43.840
Here it is, under edit, and then reformat.

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Crystal Rodriguez 00:43:47.040 --> 00:43:59.360
Shouldn't there be also be a two sixty four one to go with the two sixty four? That is possible, we may get to that in a moment. This is just sort of a sample so it would depend on the circumstances.

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Crystal Rodriguez 00:44:00.840 --> 00:44:02.480
But most likely yes, I'm just.

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Crystal Rodriguez 00:44:05.200 --> 00:44:07.800
For speed I left that blank for now.

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Crystal Rodriguez 00:44:11.320 --> 00:44:19.240
Alright. But I will actually get in the future I'll use that as a way to show us how we can get additional information about that, those fields.

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Crystal Rodriguez 00:44:22.560 --> 00:44:37.040
Alright, so now that we've finished adding what we want to do here, now we're going to save the record to the local file. So we can again just attempt to close it or we can go to action and choose save record to local file.

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Crystal Rodriguez 00:44:39.200 --> 00:44:41.360
And the same as if the previous example we want to add.

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Crystal Rodriguez 00:44:43.200 --> 00:44:45.240
A name for our constant data.

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Crystal Rodriguez 00:44:47.480 --> 00:44:49.840
I don't want to set this as my default for now.

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Crystal Rodriguez 00:44:57.400 --> 00:45:06.520
Wouldn't most of the titles have lit F of one for fiction. That's possibly true. Again, this is sort of just a, a blank example.

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Crystal Rodriguez 00:45:08.600 --> 00:45:16.640
And I would need to check that in the bill the graphic formats and standards, but I will look that, look at that for future reference. Thank you.

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Crystal Rodriguez 00:45:18.200 --> 00:45:18.360
Thank you.

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Crystal Rodriguez 00:45:21.480 --> 00:45:32.880
So I'm not gonna set this one as my default because as I mentioned earlier, you can you can't delete your default constant data record, and I want to be able to possibly delete this in the future.

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Crystal Rodriguez 00:45:35.160 --> 00:45:54.800
And also, because this is a local constant data, I don't necessarily need to add my status unless maybe someone else is using my computer because at this point anything I save here is local to my computer. But I'm going to go ahead and just add that anyway, just.

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Crystal Rodriguez 00:45:56.080 --> 00:45:56.960
Because that is an option there.

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Crystal Rodriguez 00:45:58.480 --> 00:46:00.400
All right, and then I'm gonna go ahead and click OK.

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Crystal Rodriguez 00:46:07.120 --> 00:46:23.880
All right. Now, also at this point my libraryan realizes that they do want to set up a default my status for constant data to avoid having to add that every time. So to do that, we do that here in our menu.

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Crystal Rodriguez 00:46:28.160 --> 00:46:35.400
Sorry, bear with me here. That's done under tools and then options. And we choose my status.

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Crystal Rodriguez 00:46:36.960 --> 00:46:52.880
And here we see the option to add a my status for building graphic records, for our building graphic constant data. That's what we're gonna do here, so we're gonna check that box, and then we can just add that status so that we don't have to do that every time that we save a record.

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Crystal Rodriguez 00:47:00.000 --> 00:47:03.600
Alright, and I want to go ahead and close my constant data record that i've saved here.

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Crystal Rodriguez 00:47:06.960 --> 00:47:09.320
And this time I'm going to add my constant data record.

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Crystal Rodriguez 00:47:11.120 --> 00:47:21.720
I'm gonna apply that by name. So I'm going to go to cataloging search world cat, and I'm going to enter in my OCLC number here.

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Crystal Rodriguez 00:47:23.080 --> 00:47:24.240
In the command line search.

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Crystal Rodriguez 00:47:30.080 --> 00:47:31.040
And then just hit enter.

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Crystal Rodriguez 00:47:36.760 --> 00:47:36.960
Alright.

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Crystal Rodriguez 00:47:39.280 --> 00:47:53.320
And again, I'm going to go to the edit menu constant data. This time I'm going to choose local, and we can see again that we have options for shortcuts if we want to use those. I'm going to select apply by name.

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Crystal Rodriguez 00:47:55.040 --> 00:48:10.960
And then I'm just gonna type in the name books typical, and here because this is not my default I'm given the option to apply either fixed fields, variables or both. I'm going to go ahead and choose both here, and then we're gonna click OK.

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Crystal Rodriguez 00:48:12.880 --> 00:48:14.440
And connection is taking a moment to think.

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Crystal Rodriguez 00:48:16.200 --> 00:48:36.440
And here we can see if we look in the variable fields, we can see the two sixty four with that blank C subfield C there so I can enter whatever text I need to there. We see the five hundred note, and then if we scroll down, we see our nine forty nine and we see that we have that blank sub.

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Crystal Rodriguez 00:48:36.920 --> 00:48:48.520
G And then going up and looking at our fixed fields, we see that the ELVL we've got our fill character, so we can add that at this point, we can edit that.

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Crystal Rodriguez 00:48:50.160 --> 00:48:57.040
Our language of English was transferred over. Our country is blank because we did leave that blank in our constant data.

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Crystal Rodriguez 00:48:58.320 --> 00:49:09.200
And we see the I was transferred, the S, and then here we see that the date that was in our bible graphic record was transferred because we had that as asterisks.

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Crystal Rodriguez 00:49:14.760 --> 00:49:25.320
Now for today I'm going to go ahead and save this record to my online file because I want to complete that later. So I'm gonna go ahead and try to close it and I'm gonna say yes, save this to online.

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Crystal Rodriguez 00:49:27.760 --> 00:49:32.600
And then I get a number letting me know what that save file number was. So I can go retrieve that later.

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Crystal Rodriguez 00:49:36.200 --> 00:49:36.440
Alright.

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Crystal Rodriguez 00:49:46.200 --> 00:50:05.880
As previously mentioned, you may find that deriving a constant data record from an existing biblographic or constant data record will minimize the timing it takes to help avoid errors. And to help avoid errors. The derived command enables you to transfer data from an existing constant data record.

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Crystal Rodriguez 00:50:06.320 --> 00:50:10.080
Or, from a bid record to create a new constant data record.

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Crystal Rodriguez 00:50:11.920 --> 00:50:31.800
Use this option when you need to transfer several fields from a bibiographic record into your constant data. Or maybe you have an existing constant data record that contains information that you need to transfer to a new constant data. Remember it is important to edit carefully before prior to saving your constant data.

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Crystal Rodriguez 00:50:33.880 --> 00:50:52.760
So just as when creating bibligraphic records, you will want to begin with reviewing your derived record settings. Note that this will apply to bible graphic records and constant data. So the steps are the same as those that we reviewed in our editing records class. So let's review that again.

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Crystal Rodriguez 00:50:55.160 --> 00:50:56.680
In connection, we go to tools.

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Crystal Rodriguez 00:50:58.120 --> 00:50:59.320
And then options.

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Crystal Rodriguez 00:51:00.640 --> 00:51:11.040
And we choose derive record. Now this is an optional one time setting if you want to remove certain fields or sorry, if you want to select which fields to transfer.

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Crystal Rodriguez 00:51:16.760 --> 00:51:35.760
From the, this is gonna select the fields that are going to transfer from the existing record to the new record, and you'll see that by default, the one XX through eight XX fields are checked. And you can make those changes here. I do want to use this opportunity to mention that we are dealing with a, a system.

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Crystal Rodriguez 00:51:37.040 --> 00:51:40.760
Error right now, and there is a work around. So the error is that.

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Crystal Rodriguez 00:51:42.320 --> 00:51:51.080
If you leave the Webex X field and that field is controlled, when you attempt to create a constant data, you won't be able to.

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Crystal Rodriguez 00:51:52.520 --> 00:52:12.760
So for today's purposes, I'm actually going to use the work around of removing the one XX field and not transferring that. This is a known issue. It is going to be resolved soon. If you see this issue, please feel free to send a ticket into our support team so that they can track that, ok? And they can follow up with you.

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Crystal Rodriguez 00:52:12.960 --> 00:52:30.520
When it is corrected. But the work around is to just not transfer the one XX field or when you're working in the record, you can just uncontroll the one XX fields. So I'm just going to remove that one XX and I'm going to click apply.

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Crystal Rodriguez 00:52:32.200 --> 00:52:40.360
And again, you do want to remember that this is applying to both your bible graphic and constant data records. So at any point you can come in and change this setting.

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Crystal Rodriguez 00:52:44.960 --> 00:52:49.160
Alright, I'm going to go ahead and open up a biddly graphic record.

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Crystal Rodriguez 00:52:55.880 --> 00:53:12.000
And this is that example where the one XX is controlled. So if you the other workaround is to uncontroll this by clicking, you can choose right click and choose uncontrolled single. I'm not going to need to do that because I'm not transferring this field.

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Crystal Rodriguez 00:53:16.640 --> 00:53:36.640
Okay, so to derive my constant data from this pivographic record, I'm going to choose edit, derive, and new constant data. And again, I can see the keystroke option there. Now I'm asked if I want to transfer fixed field values to the new record. I'm going.

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Crystal Rodriguez 00:53:37.360 --> 00:53:38.280
No for my example.

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Crystal Rodriguez 00:53:44.520 --> 00:53:57.640
And here we can see the fields that were transferred. We see that because I removed that one XX it did not transfer over, but all of our other options, the two XX, three XX et cetera, those did transfer.

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Crystal Rodriguez 00:54:00.560 --> 00:54:01.920
And for the purposes of.

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Crystal Rodriguez 00:54:03.760 --> 00:54:21.240
My deriving and saving a constant data, I just want to keep the six hundred, six fifties with the sub field zero, the four ninety and the eight thirty. So I'm just gonna go through and I'm going to choose the fields and right click and choose delete on the fields that I don't want.

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Crystal Rodriguez 00:54:23.040 --> 00:54:24.560
To just choose to delete those fields.

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Crystal Rodriguez 00:54:30.600 --> 00:54:47.720
And this is where again I could have just not transferred the three X xxs or two xxs because I knew I didn't want those. I do want the four ninety, I want this six hundred, the six fifty, and then I don't want the rest of the six fifties, I just want the one that has a sub field zero.

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Crystal Rodriguez 00:54:51.000 --> 00:55:03.040
So I'm just gonna delete these fields. Also to delete a field you can use the edit cut copy paste, and choose delete field there. I just find the right click to be faster.

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Crystal Rodriguez 00:55:07.320 --> 00:55:25.360
Alright, so these are the fields that I want to make maintain in my constant data field. So I'm going to go ahead and save this to my online file. I'm going to choose action, save record to online file, and here you'll see that my status is automatically chose entered for me because we set that.

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Crystal Rodriguez 00:55:26.280 --> 00:55:33.920
A few moments ago, and I'm going to name this one Rice fick, perfection and click OK.

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Crystal Rodriguez 00:55:37.360 --> 00:55:37.560
Alright.

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Crystal Rodriguez 00:55:42.480 --> 00:55:58.800
And then for this example, I'm going to apply the constant data to a blank bibliographic work form, and this time I'm going to apply it from a list. So I'm going to first begin with that blank work form, so going to cataloging, create single record.

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Crystal Rodriguez 00:56:00.160 --> 00:56:01.360
And I'm going to choose books.

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Crystal Rodriguez 00:56:03.960 --> 00:56:20.440
And here I have the blank work form. This is sort of an example of where that constant data can be a bit of a template for you. So I'm going to go ahead and use edit, constant data. I'm going to choose online, and I'm going to choose apply from list.

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Crystal Rodriguez 00:56:22.520 --> 00:56:30.760
To get the full list, I'm just gonna leave this blank and click ok. And here I have my list of.

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Crystal Rodriguez 00:56:32.320 --> 00:56:52.480
Constant datas that are saved to my libraries online file, and I see the one that I just created for rice fix, so I'm just gonna click on that, and then here is where I can choose if I want to apply both fixed fields variables or individually one of those. I'm just gonna leave this as variable. Note that that's.

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Crystal Rodriguez 00:56:52.600 --> 00:57:12.800
Already chosen because that's what I said when I saved it, but I am given the opportunity to change that decision here. So with the rice fix selected, I'm going to click apply selected, and then we see that the fields that I had in my constant data record were transferred onto my work form.

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Crystal Rodriguez 00:57:13.080 --> 00:57:16.920
And then I can continue to edit from here and save as needed.

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Crystal Rodriguez 00:57:21.160 --> 00:57:24.120
Alright, I'm just gonna go ahead and close this example.

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Crystal Rodriguez 00:57:36.160 --> 00:57:56.200
As previously mentioned, constant data records that are saved to your local constant data file can be applied to records that you've saved to a local safe file for online, for offline processing. You can apply constant data one record at a time or to multiple records at a time. I'm gonna go ahead and close.

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Crystal Rodriguez 00:57:57.320 --> 00:58:08.480
Now I've saved several records in my local file, so I'm gonna open those up. To do that I'm going to go to cataloging and then search local save file or I could have used F three.

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Crystal Rodriguez 00:58:11.560 --> 00:58:26.280
And you might remember from my previous class to see all of the records in your local save file, you just leave the search box blank and click ok, and here I see all of my records. I want to work offline, so I'm gonna log off real quick.

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Crystal Rodriguez 00:58:30.640 --> 00:58:37.000
Alright, so to apply to one record at a time, you're just going to highlight that record.

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Crystal Rodriguez 00:58:38.880 --> 00:58:42.680
And then right from this screen, you can choose go to constant data.

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Crystal Rodriguez 00:58:45.240 --> 00:58:49.640
Right, we're gonna go to edit constant data, and then we're gonna choose local.

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Crystal Rodriguez 00:58:51.680 --> 00:59:03.040
And you can choose to apply any of the ways we've already showed. I'm just gonna do apply from list, and I'm gonna enter in the name here for my books typical.

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Crystal Rodriguez 00:59:06.400 --> 00:59:07.400
And I'm gonna click OK.

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Crystal Rodriguez 00:59:12.200 --> 00:59:15.400
And let me go ahead and look at that file. Again.

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Crystal Rodriguez 00:59:21.120 --> 00:59:30.160
Okay, that should have applied it, but it didn't. Let's try that one more time with the record open. Let's go ahead and go edit constant data, local, apply from list.

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Crystal Rodriguez 00:59:33.200 --> 00:59:33.840
Books typical.

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Crystal Rodriguez 00:59:38.120 --> 00:59:40.040
Not sure what's going on there, to just adding it.

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Crystal Rodriguez 00:59:41.720 --> 00:59:48.400
Let's try applying it a different way. That maybe unfortunately another bug cause it should have added. Let's just try applying my default record.

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Crystal Rodriguez 00:59:50.160 --> 01:00:00.880
It looks like that did work. Here we see my, that's just a word default that I had previously saved. So I will need to look into that because the apply from list should have worked.

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Crystal Rodriguez 01:00:04.080 --> 01:00:23.040
So it will have to look into that. But we're gonna go ahead and say no here to saving this. The more important thing that I wanted to show was that you can apply constant data to more records, more than one record at a time. So if you're applying to records that are adjacent, then you want to highlight.

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Crystal Rodriguez 01:00:23.240 --> 01:00:39.680
The first record, click shift, and then you can either use the down arrow or just click on the subsequent records, and there you can click edit, constant data, local, and again, I'm just gonna do apply default.

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Crystal Rodriguez 01:00:41.760 --> 01:00:45.680
And then if I were to open these, I would see that that default was applied.

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Crystal Rodriguez 01:00:47.560 --> 01:00:59.640
And I can use the next arrow to see the next one in line, and I can scroll down and see that the five hundred note was added. So similarly, if you want to.

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Crystal Rodriguez 01:01:00.880 --> 01:01:20.400
Add the constant data to items that are not adjacent, you're just going to click on the first one, the first record to highlight it, then you use control to select your next records, and then the steps are the same of edit, adding your constant data. So edit constant data, local.

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Crystal Rodriguez 01:01:21.440 --> 01:01:36.720
And then apply I'm just gonna apply the default there. Unfortunately, you don't see that it was added until you actually click on the record, but it does add that. Actually I should go to one of the ones I had not previously selected. So if we, let's see.

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Crystal Rodriguez 01:01:38.760 --> 01:01:41.400
Here's one of the newer ones I think. Up the next one.

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Crystal Rodriguez 01:01:45.200 --> 01:01:46.880
There we see that the five hundred was added.

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Crystal Rodriguez 01:01:51.520 --> 01:01:58.120
Yeah, and unfortunately there is no indication that that was completed, but it is adding that constant data for you.

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Crystal Rodriguez 01:02:02.720 --> 01:02:22.640
Okay, so the online default constant data record is associated with each connection authorization. So if multiple staff are using the same authorization, you will share one default constant data. Local default default constant data records are added to a local file by on your.

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Crystal Rodriguez 01:02:22.800 --> 01:02:40.760
Workstation. So you can create multiple local files to accommodate a situation where more than one person is using that workstation. You can find additional information on that on our help site, and we did review some of that in our previous class on how to create.

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Crystal Rodriguez 01:02:42.440 --> 01:02:44.160
Local files in the local file manager.

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Crystal Rodriguez 01:02:47.320 --> 01:02:47.600
Alright.

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Crystal Rodriguez 01:02:50.080 --> 01:03:09.840
So to see a list of existing constant data and to determine your current default, if you're looking for your online constant data, you're going to go to cataloging search, and then choose online constant data or you can use that shortcut. I am being asked to log on because previously I had been working offline.

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Crystal Rodriguez 01:03:10.840 --> 01:03:11.760
So I'm going to go ahead and do that.

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Crystal Rodriguez 01:03:14.640 --> 01:03:27.920
And again, we can leave the search box empty to see all of the constant data or if you prefer you can search by your status, so I could put in the, my initials here. I'm just gonna leave it blank to see all of my records.

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Crystal Rodriguez 01:03:32.240 --> 01:03:49.360
And for the online constant data, I see that my default record is the VISCC. I can see that up on the top of my screen that shows my default to change the default, I'm going to click a constant data record I'm gonna double click it to open it. So I want to open.

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Crystal Rodriguez 01:03:51.920 --> 01:04:03.720
Or I can search. So I'm going to choose my rice fick. I want to make that my default. I'm going to go ahead and double click to open that, and then I'm going to go to edit constant data.

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Crystal Rodriguez 01:04:05.320 --> 01:04:08.280
Online, and then I can say set as default.

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Crystal Rodriguez 01:04:09.720 --> 01:04:15.280
And again, I'm asked if I want to add fixed variable or both I'm gonna leave that as variable.

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Crystal Rodriguez 01:04:19.400 --> 01:04:28.760
And now when I close and I look at the list of my constant data online constant data, I see that the default record shows as rice fick.

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Crystal Rodriguez 01:04:34.120 --> 01:04:34.320
Alright.

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Crystal Rodriguez 01:04:35.960 --> 01:04:50.160
And this would work the same for local constant data except I would go to cataloging search, local constant data, I can leave that blank to see all of those. And again, I can see which is my default, and I would make those changes the same way.

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Crystal Rodriguez 01:04:53.960 --> 01:04:59.000
Now, if you find that a constant data record is no longer needed, you can delete that.

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Crystal Rodriguez 01:05:01.040 --> 01:05:07.280
However, again, when you're working with your local constant data, you cannot delete the default. So do keep that in mind.

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Crystal Rodriguez 01:05:09.560 --> 01:05:29.640
So I want to go ahead and remove a constant data. I'm gonna pretend that I hadn't had that list up because I've I've decided to do this later. So I'm going to go ahead and display the list again. So cataloging search, I'm going to remove one of my online constant data, so I want to choose online constant data. Leave that.

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Crystal Rodriguez 01:05:29.720 --> 01:05:38.920
Blank again, click OK, and I'm going to remove the VISCC. So I'm just gonna highlight that.

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Crystal Rodriguez 01:05:40.640 --> 01:05:43.800
And then I'm gonna choose action and delete record.

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Crystal Rodriguez 01:05:45.320 --> 01:05:51.800
I'm get get a confirmation I say yes, and now I see that that constant data was removed from my list.

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Crystal Rodriguez 01:05:54.440 --> 01:06:04.400
And again, those steps are the same for your local constant data except you're gonna choose to open your local constant data. Is there a way to rename a constant data after you've created it?

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Crystal Rodriguez 01:06:06.280 --> 01:06:15.240
I don't believe so, but what you can do is then you can, you can use that constant data record to derive a new constant data record and save that one.

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Crystal Rodriguez 01:06:17.920 --> 01:06:37.000
If I find out otherwise I will follow up and let you all know. I'll add that into the learner guide, which I think we forgot to add the learner guide. I apologize for that. We're gonna add that here shortly. The learner guide, just like with our other classes is and living document that is meant to accompany our courses and.

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Crystal Rodriguez 01:06:37.520 --> 01:06:40.360
And you can refer back to it and we will add additional information.

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Crystal Rodriguez 01:06:42.200 --> 01:06:51.600
When we find it or answers to these types of questions. And my colleague Mallory just added that. I do apologize that we didn't add that sooner. We typically try to add that right at the beginning.

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Crystal Rodriguez 01:06:54.800 --> 01:07:00.640
Okay, so that was what I had to share with constant data. I'm gonna pause for a moment to see if there's any additional constant data questions.

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Crystal Rodriguez 01:07:04.080 --> 01:07:05.040
I'm not seeing anything.

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Crystal Rodriguez 01:07:12.880 --> 01:07:17.720
Feel free to add those questions as they do come up, either myself or my colleague Mallory can address those.

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Crystal Rodriguez 01:07:19.880 --> 01:07:39.480
Alright, so I'm gonna move on to another tool here. So another automation tool that connection offers is text strings. Use text strings to supplement constant data for entering frequently used brief data anywhere in records. They can be used for.

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Crystal Rodriguez 01:07:39.720 --> 01:08:00.000
Inserting common elements like sub field text, a location or local notes. Use text strings for adding to variable fields or parts of fields. You can include tags, indicators, delimiters, sub field codes, diary critics, and special characters.

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Crystal Rodriguez 01:08:01.240 --> 01:08:18.000
Text strings can also consist of single or multiple lines or fields. You'll need to remember that they are applied at the cursor position. There is no character limit and they are stored locally. So you, these would be just for your workstation.

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Crystal Rodriguez 01:08:21.880 --> 01:08:23.080
Now looking in connection.

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Crystal Rodriguez 01:08:27.200 --> 01:08:47.400
We can find our options for creating text strings under the tools menus. We're gonna go to tools and we see the text strings. You may see that I actually have text strings added on my toolbar. That is an option and we'll talk a little bit about the toolbar in a, in a little while here, but I'm gonna go ahead and use the tools men.

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Crystal Rodriguez 01:08:47.680 --> 01:08:51.920
And choose text strings, and I get the text strings box.

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Crystal Rodriguez 01:08:53.839 --> 01:09:01.960
And to add a text string I'm just gonna click on the word add, and I need to give it a description first, just a name. I'm gonna call this play away.

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Crystal Rodriguez 01:09:03.759 --> 01:09:23.560
And then I move into the text box, and this is where I'm gonna enter my text string. And it is important to enter this text string exactly as you want it to be applied. So you're gonna want to keep in mind any spacing or your indicators et cetera. So if you plan to add a tag.

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Crystal Rodriguez 01:09:24.000 --> 01:09:41.040
You're gonna want to be sure to include spaces for indicators or indicator values before you enter that text. So here's an example. I'm going to go ahead and enter in a five three eight, and I need two spaces because I'm not gonna include indicators here, and then I'm just gonna add a note.

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Crystal Rodriguez 01:09:52.920 --> 01:10:12.960
And I'm gonna go ahead and add the period there. All right. And I could add just this one field, but I actually want to add a second field, so I'm just gonna hit enter to go down to the next slide, and I'm gonna enter a six fifty five. Now this is a case where I've got my first indicators blank, my second indicator is a seven. So I'm going to leave one blank.

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Crystal Rodriguez 01:10:13.360 --> 01:10:31.920
Enter in my seven, and now this next part might look a little weird, but I don't want to put a space after this indicator because I, I want the text to immediately start going into my field data. So I'm just going to leave that seven as that way and then I'm entering in a note.

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Crystal Rodriguez 01:10:40.160 --> 01:10:43.480
And then I'm I'm those are the only two fields I want so I'm going to go ahead and click ok.

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Crystal Rodriguez 01:10:49.680 --> 01:10:51.120
And I'm going to close this screen.

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Crystal Rodriguez 01:10:54.240 --> 01:10:56.280
Now let's go ahead and locate a bitlographic record.

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Crystal Rodriguez 01:11:05.360 --> 01:11:11.720
Alright, and then I want to create a blank field after the last five hundred no after the five hundred note here.

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Crystal Rodriguez 01:11:19.200 --> 01:11:37.400
I think I may have gotten the wrong. Oh yep, there's actually I apologize, I I missed a number in my OCLC number, so I'm gonna actually close this record. Didn't think that was the example I wanted to use. This is the example I wanted to use. So here, at the end of our five hundred notes, we're gonna go ahead and add.

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Crystal Rodriguez 01:11:37.760 --> 01:11:42.200
A blank field and just enter in, should we don't enter anything.

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Crystal Rodriguez 01:11:44.000 --> 01:12:03.760
We're just gonna create that blank field, and then I want my cursor in my tag box here, and I want to add my text string. So I am going to go ahead and in my case I can use the text string from my toolbar. I'm gonna use the dropdown and I'm just gonna choose play away.

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Crystal Rodriguez 01:12:05.480 --> 01:12:23.760
If you don't have that, then you can go to tools text strings, and here you can apply. So you can select your text string there and apply. I'm gonna go back to my toolbar here and just click on play away. And we see a little flash on the screen.

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Crystal Rodriguez 01:12:24.400 --> 01:12:30.520
And we see that my text string was added for me. And note how the spacing worked out.

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Crystal Rodriguez 01:12:34.040 --> 01:12:47.440
And just again that reminder that it's added at the position that my cursor was at. So you want to be really careful here because if I had had my cursor in the field, then the five thirty eight would have been off in the wrong place.

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Crystal Rodriguez 01:12:50.680 --> 01:13:09.720
And again, we can use the reformat option to redisplay the record and remove any extra spaces or fields that we don't want. And then we can close the records. Let me go ahead and reformat, and that's going to move those into fields into the right position, and we can see that that happened. And then you can go.

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Crystal Rodriguez 01:13:10.080 --> 01:13:18.840
And either save or close or export your record, whatever it is you need to do. For my demonstration purposes, I'm just gonna close this record. I'm not gonna save it.

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Crystal Rodriguez 01:13:25.200 --> 01:13:45.600
Okay so that's one use for text strings. Now remember that you can use text strings for commonly used field data or text that will be applied throughout the record. So my library often needs to add sub fields to subject headings. Creating a text string will allow us to add these in fewer clicks. So i'm.

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Crystal Rodriguez 01:13:45.680 --> 01:13:54.280
I'm going to go ahead and open up the text strings box. I'm going to do that again using tools, text strings, and here I see my text string that I already created.

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Crystal Rodriguez 01:13:56.080 --> 01:13:58.320
And I want to add a new text string.

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Crystal Rodriguez 01:14:00.040 --> 01:14:09.240
I'm going to call this one just C bus for, which is short for Columbus. And then in the text box, I'm going to enter.

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Crystal Rodriguez 01:14:11.000 --> 01:14:19.440
My sub field data. So I'm going to enter sub field Z Ohio, and sub field Z Columbus.

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Crystal Rodriguez 01:14:29.400 --> 01:14:49.240
So another use case is to create a text string for text that is added in multiple places in a record. So, for example, I could create one that is adding Columbus comma, Ohio to be added in, for example, my two forty five, a two sixty four or other fields within the record. But I'm just gonna go ahead and have these.

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Crystal Rodriguez 01:14:49.720 --> 01:14:52.360
Subfields here. So I'm going to click OK.

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Crystal Rodriguez 01:14:57.440 --> 01:14:59.720
And I'm going to go ahead and close this box.

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Crystal Rodriguez 01:15:01.920 --> 01:15:03.320
And here let's open up another record.

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Crystal Rodriguez 01:15:15.600 --> 01:15:17.880
And within this record on the.

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Crystal Rodriguez 01:15:19.760 --> 01:15:25.680
I want to add a six fifty, so I'm going to enter to add a field here under the five forty six.

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Crystal Rodriguez 01:15:27.880 --> 01:15:33.760
And my first indicator is blank, my second indicator is seven. I want to add the sub field of role education.

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Crystal Rodriguez 01:15:36.520 --> 01:15:55.440
And then I do need to add a space because I didn't include that in my text string, but now instead of tech typing out the sub field Z ohio, subfield Z Columbus, I can use my text string. So I'm going to go ahead and if I use my toolbar here, I can see C.

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Crystal Rodriguez 01:15:55.960 --> 01:16:03.080
Is right there, and I can just click on that or I can go tools, text strings, and I'm going to highlight the C bus.

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Crystal Rodriguez 01:16:05.320 --> 01:16:05.640
And then.

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Crystal Rodriguez 01:16:07.960 --> 01:16:08.520
Click apply.

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Crystal Rodriguez 01:16:10.320 --> 01:16:18.640
And click close, and we see that that was applied right there for me. I should have had a period in there probably. Actually, no, I don't think it was needed.

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Crystal Rodriguez 01:16:21.040 --> 01:16:34.040
And we see that the text string was added right after my space because that is where my cursor was. And then from here you can continue to edit and process the record as needed. But like I said, for my case I'm just gonna go ahead and close this.

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Crystal Rodriguez 01:16:38.520 --> 01:16:41.560
So those are two common uses for the text strings.

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Crystal Rodriguez 01:16:43.640 --> 01:16:59.600
And we discussed how constant data and text strings are good options for adding text or fields to records. However, what if you need to follow repetitive or multi step actions such as adding holdings and then exporting?

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Crystal Rodriguez 01:17:02.000 --> 01:17:09.200
Using a macro can allow you to complete these actions in fewer steps. All right I meant to go over here for a moment and show you this.

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Crystal Rodriguez 01:17:14.000 --> 01:17:33.720
So this will speed up your cataloging time. OCLC includes some macros with connection client software, some add fields and prompt you to input data. Macros created by others can be added to connection client. Furthermore, you can create your own macros by either.

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Crystal Rodriguez 01:17:34.160 --> 01:17:47.760
Recording your steps or using OCLC macro language. We will cover recording a macro refer to the learner guide for details on macros, created by others, and using OCLC macro language.

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Crystal Rodriguez 01:17:50.440 --> 01:17:50.720
Alright.

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Crystal Rodriguez 01:17:55.520 --> 01:18:02.200
So macros can be applied on a displayed record when working online or offline. So let's go ahead and jump back over to connection.

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Crystal Rodriguez 01:18:09.400 --> 01:18:16.400
To see our macros, we go to tools, and then here we see macros, and we have the manage option here as well.

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Crystal Rodriguez 01:18:18.360 --> 01:18:21.280
And that opened on the other screen for me, so let me slide that over for you.

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Crystal Rodriguez 01:18:24.360 --> 01:18:33.800
For libraries that are using the O nine two, locally assigned do we call number field connection client also contains a couple.

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Crystal Rodriguez 01:18:36.040 --> 01:18:55.560
Sorry, it also contains a couple of macros that allow you to build a four figure or sandborn cutter. The cutter number is based on the name of the creator of the title or creator or the title. It contains one or two of the initial letters and an alphanumeric code used for classification.

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Crystal Rodriguez 01:18:56.440 --> 01:19:10.800
So to see where those are, we see that when we go to the macros, we see do we and OCLC. If we click on the plus next to do we, we see the four four figure and the sandborn options here.

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Crystal Rodriguez 01:19:13.120 --> 01:19:27.360
So I'm not actually gonna demonstrate using those, but I just wanted you to see where those were, and you will use them in just the same way that we will use other macros where you would just run those and we'll see that shortly.

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Crystal Rodriguez 01:19:31.320 --> 01:19:51.400
I do want to show here if we click on the plus next to OCLC, we see multiple macros that are OCLC supplied, and we can, if we click on one of these, let's click on the first one, the add and edit O O seven, we can see that there is a description that lets us know what this macro does, and you should see that in just about all of these.

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Crystal Rodriguez 01:19:52.200 --> 01:19:58.160
So that if you're not sure whether you need to use that macro, you can see the description there.

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Crystal Rodriguez 01:20:00.200 --> 01:20:01.720
I'm gonna go ahead and cancel for a moment.

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Crystal Rodriguez 01:20:06.160 --> 01:20:26.200
Now let's assume that our catalogger is working with similar audio visual materials and instead of typing out the values for each of the oh oh oh seven fields, they choose to use the add and edit O O seven macro. Which requests a response to a prompt and then automatically completes the field. So let's see that in action.

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Crystal Rodriguez 01:20:27.800 --> 01:20:28.640
I'm going to go ahead and.

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Crystal Rodriguez 01:20:30.160 --> 01:20:31.640
Go to a different OCLC number here.

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Crystal Rodriguez 01:20:39.960 --> 01:20:46.360
And any from anywhere in the record I can just go to tools, macros, and then I choose manage.

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Crystal Rodriguez 01:20:49.440 --> 01:20:57.240
And I'm going to click on the add and edit. Oh O seven, and I want to run this macro, so I'm going to click the run command here.

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Crystal Rodriguez 01:21:00.960 --> 01:21:07.640
And when I do that, I am given some prompts. Oops, I apologize. I accidentally X out of that. Let me do that one more time.

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Crystal Rodriguez 01:21:10.880 --> 01:21:15.920
Tools. Oh, macros, manage.

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Crystal Rodriguez 01:21:18.320 --> 01:21:28.800
Here we are. And I'm still on that oh oh oh seven. So then I'm given that prompt to select an option here. So I'm going to choose, let's see, this is a book.

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Crystal Rodriguez 01:21:33.000 --> 01:21:36.480
I don't see that option so there we can just I'm just gonna choose text for this example.

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Crystal Rodriguez 01:21:38.080 --> 01:21:39.880
And then I'm given another prompt here.

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Crystal Rodriguez 01:21:44.400 --> 01:21:46.640
And then we see that an o O seven was added.

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Crystal Rodriguez 01:21:49.880 --> 01:21:53.760
I'm going to go ahead and close out of that record that was just to show you how that.

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Crystal Rodriguez 01:21:55.440 --> 01:22:15.640
How you can run one of those macros, and you see that that one does have prompts. Not all of the macros you have that prompt option, but those are the OCLC macros. And again, those are under tools macros, manage, and then you will click on the OS, the plus sign next to OCLC and you can see the different option.

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Crystal Rodriguez 01:22:17.040 --> 01:22:18.000
Oops, did not mean to do that.

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Crystal Rodriguez 01:22:22.160 --> 01:22:23.360
I accidentally clicked on a button.

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Crystal Rodriguez 01:22:26.240 --> 01:22:26.440
Alright.

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Crystal Rodriguez 01:22:28.680 --> 01:22:46.280
Now my library adds holdings and exports records located in connection. So I want to perform these steps with less clicks. Therefore, I'm going to create a macro by recording a new one. To begin, I'm going to open a bit of a graphic record so let me search for an OCLC number here.

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Crystal Rodriguez 01:22:53.840 --> 01:22:55.480
Can I bring up a bibiographic record.

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Crystal Rodriguez 01:22:58.080 --> 01:23:01.800
And I want to go to tools macros manage.

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Crystal Rodriguez 01:23:07.000 --> 01:23:26.080
Okay, now I want you to create my own macros. So first I need to create a new macro book. So for that, I'm going to this doing this will help me easily locate my macros and preserve them in case of an upgrade or installed down the road. So to start that, I'm going to click on.

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Crystal Rodriguez 01:23:26.320 --> 01:23:26.720
New book.

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Crystal Rodriguez 01:23:28.800 --> 01:23:31.040
And I'm just going to name this book demo.

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Crystal Rodriguez 01:23:36.560 --> 01:23:41.800
And then once I've got that book created I want to record a macro. So I'm going to click on record.

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Crystal Rodriguez 01:23:43.520 --> 01:23:47.760
And I'm asked to give the macro a name. I'm gonna call this hold export.

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Crystal Rodriguez 01:23:49.920 --> 01:24:00.720
And then you have the option of adding a description. This, when you're creating macros, the description is optional, but I would recommend it just so that you know what that does.

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Crystal Rodriguez 01:24:05.480 --> 01:24:08.000
So now that I've added that description, I'm going to go ahead and click ok.

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Crystal Rodriguez 01:24:09.720 --> 01:24:11.280
And the box does close for me.

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Crystal Rodriguez 01:24:12.960 --> 01:24:19.880
But you may notice it maybe a little small for you, but if you look over into the corner, the left corner here, you'll see the.

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Crystal Rodriguez 01:24:21.880 --> 01:24:25.200
Record button, the pause button, and then there would be a play button there.

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Crystal Rodriguez 01:24:27.000 --> 01:24:28.360
Let me see if I can zoom in and show that.

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Crystal Rodriguez 01:24:34.160 --> 01:24:36.720
That's, trying to find my zoom option.

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Crystal Rodriguez 01:24:39.440 --> 01:24:45.000
Sorry, I can't recall what that is. I apologize. So it's here in the corner hopefully, you can see that.

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Crystal Rodriguez 01:24:49.560 --> 01:25:00.800
Okay, so now that we're recording, what we need to do is we go ahead and follow the steps that we want to record. So I'm going to click on the update holdings button.

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Crystal Rodriguez 01:25:04.160 --> 01:25:22.520
If I can find it. Here it is. So this is my action holdings update holdings. So I'm going to go ahead and click on that button or I could use my menu, but I'm gonna use the update holdings, and we'll see that now my record shows as held by my library, and then I want.

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Crystal Rodriguez 01:25:22.680 --> 01:25:25.080
To go ahead and click the export option.

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Crystal Rodriguez 01:25:27.240 --> 01:25:32.080
And I'm getting a notice asking if I want to append to an existing file, I'm going to say yes.

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Crystal Rodriguez 01:25:36.720 --> 01:25:41.680
And now that I've completed those steps I'm going to stop the recording by clicking on the stop button.

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Crystal Rodriguez 01:25:44.480 --> 01:25:51.920
And now my macro is recorded. So to test my recorded macro, let's open up a different OCLC number.

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Crystal Rodriguez 01:26:03.800 --> 01:26:09.680
And then to use my macro, I'm going to go to tools, macros manage.

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Crystal Rodriguez 01:26:12.040 --> 01:26:14.360
And then I should see my new macro over here.

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Crystal Rodriguez 01:26:16.480 --> 01:26:30.720
So I see my demo book. I can click on the plus sign, click hold export, and then I'm going to run. Now, before I click run, I do want to note, we see right now no holdings in my library. So once I click run.

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Crystal Rodriguez 01:26:33.200 --> 01:26:43.480
We now see that it shows as held by my library, and if we look at our status bar at the bottom of our screen, we see update holdings complete and export complete.

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Crystal Rodriguez 01:26:46.040 --> 01:26:59.360
And later in the session I'm going to review how you can create a key stroke shortcut or use a user tool for your macro to make that even easier for you to use instead of having to have as many clicks.

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Crystal Rodriguez 01:27:01.480 --> 01:27:08.560
Alright, so I'm pausing to see if there's any questions before I move on. I don't see anything at this time.

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Crystal Rodriguez 01:27:11.200 --> 01:27:27.480
Okay, so not seeing any questions I actually have a couple of questions for you. Oops I apologize. I do see a question. How do we set up so that all cataloggers have access to institutional libraries and macros? That would be, the process of.

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Crystal Rodriguez 01:27:28.800 --> 01:27:45.800
You would, you would create the macros and then they would need to add the macro book, for complete instructions on that, I would recommend reaching out to our support team and let them know that you have those institutional macros that you want to be able to share. But you should be able to do that. Thank you.

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Crystal Rodriguez 01:27:47.720 --> 01:28:06.720
Alright, so I'm going to start a poll for you. So in a moment you all should see this poll on your screen. Alright, so which is true about constant data? So they can be applied to fixed or variable fields. They can be applied to a group of records.

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Crystal Rodriguez 01:28:08.440 --> 01:28:13.600
It applies to displayed record or a list of saved records or is the answer all of the above.

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Crystal Rodriguez 01:28:19.120 --> 01:28:20.840
So I'll give you all a few moments to answer that.

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Crystal Rodriguez 01:28:25.840 --> 01:28:26.200
That's.

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Crystal Rodriguez 01:28:56.480 --> 01:29:04.760
So the answer to that is all of the above. So constant data can be applied to all of the scenarios listed here.

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Crystal Rodriguez 01:29:09.000 --> 01:29:11.600
Alright, I'm gonna prepare a second question for you here.

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Crystal Rodriguez 01:29:14.680 --> 01:29:19.800
So true or false text strings can only be used for variable fields.

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Crystal Rodriguez 01:29:57.880 --> 01:30:14.360
And the answer to that is true. So that's one of the major differences between the text strings and the constant data records. So with your text strings, you can only apply those to the variable fields. And then I have one more question for you, let me get that ready.

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Crystal Rodriguez 01:30:19.840 --> 01:30:32.760
Which option can you use to automate repetitive multi step actions such as a string of commands? Is that user tools, macros, key maps or the toolbar editor?

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Crystal Rodriguez 01:30:55.160 --> 01:31:14.560
It looks like every just about everyone got that correct, it is macros. So that's what we just demonstrated where you were able to have a string of commands. We showed using the ad holdings and exporting as a macro. Alright, so those are the only question.

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Crystal Rodriguez 01:31:14.760 --> 01:31:15.480
I had for you guys.

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Crystal Rodriguez 01:31:18.560 --> 01:31:24.480
And not seeing any new questions coming in. I'm gonna move on to the next section, but feel free to add those questions if they come up.

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Crystal Rodriguez 01:31:33.440 --> 01:31:35.760
Just one moment. I'm just need to get this prepared here.

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Crystal Rodriguez 01:31:39.680 --> 01:31:40.720
Alright, so.

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Crystal Rodriguez 01:31:42.640 --> 01:32:02.480
In addition to automation tools, connection client offers a few customization tools. These allow you to assign your user, user tools, edit the toolbar, and customize keystrokes. All of these will help you catalog using fewer.

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Crystal Rodriguez 01:32:02.880 --> 01:32:22.880
Clicks and allow for more cataloging efficiency. Deciding which to use depends on whether you prefer to use quick access options, toolbar buttons, keystrokes or a combination of these. So here we see a little information. User tools can be as.

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Crystal Rodriguez 01:32:23.120 --> 01:32:43.560
Assigned for easy access to commands such as macros, menu items, and text strings. Use the toolbar editor to show the tools and menu commands best for your workflows, and then use key maps to view, create, edit, and restore keystroke sh.

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Crystal Rodriguez 01:32:43.600 --> 01:32:44.240
Shortcuts.

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Crystal Rodriguez 01:32:48.800 --> 01:32:50.440
I'm gonna go ahead and switch over to connection.

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Crystal Rodriguez 01:32:53.920 --> 01:33:12.360
Now user tools allow you to assign a character, a macro, a menu item or a text string for a quick access option. They are then accessed through the menu bar or you can add a button to the toolbar. Up to ten user tools can be assigned. I'm going.

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Crystal Rodriguez 01:33:12.440 --> 01:33:14.320
To demonstrate adding my new macro.

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Crystal Rodriguez 01:33:15.680 --> 01:33:20.760
And text string to a user tool. So that I can access those with fewer clicks.

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Crystal Rodriguez 01:33:23.000 --> 01:33:37.560
So to do that, I'm going to go to user tools, and I have those on my toolbar. If you don't, then you can go to tools, user tools, and then you can see assign there. So let's go ahead and use that method.

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Crystal Rodriguez 01:33:39.400 --> 01:33:52.640
And here's where you see that you can add a command for a character or macro, menu item or text. And you see some options for character when you select that. We're gonna go ahead and click on.

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Crystal Rodriguez 01:33:54.040 --> 01:33:54.520
Macro here.

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Crystal Rodriguez 01:33:56.680 --> 01:33:59.360
And here I see the different macros that are available.

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Crystal Rodriguez 01:34:01.240 --> 01:34:04.800
I only see the one under my demo book that is the first one I see.

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Crystal Rodriguez 01:34:07.520 --> 01:34:26.280
And you see that the book name, the macro book name is first with the exclamation mark, and then you can see the name of the macro that helps you identify it. So to assign a user tool, I'm just going to make sure that my macro is highlighted, which here it is, and then I select a new user.

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Crystal Rodriguez 01:34:26.680 --> 01:34:33.120
Tool. Right now I have tool one selected. I could go ahead and use the dropdown to choose a different one.

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Crystal Rodriguez 01:34:37.080 --> 01:34:37.360
One moment.

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Crystal Rodriguez 01:34:41.440 --> 01:35:01.080
Alright. Sorry, it appears that my battery wasn't my charger wasn't all the way plugged in. So that's why I got that little announcement. Alright, so I'm gonna leave my select new user as tool one, and then I just click on assign tool, and now I see that if I look under current user tools.

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Crystal Rodriguez 01:35:02.000 --> 01:35:05.040
My tool one is described as my macro.

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Crystal Rodriguez 01:35:10.800 --> 01:35:31.040
I want to also add my text string that I created for the playlaways. So for that under display commands for categories, I'm gonna click on text, and I see my two text strings that I've created. I'm going to click on play away to highlight that, and obviously I can't assign it to tool one, so I'm gonna assign this to tool.

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Crystal Rodriguez 01:35:32.680 --> 01:35:34.480
And I click assign tool.

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Crystal Rodriguez 01:35:36.440 --> 01:35:56.760
And again, this is an option where like maybe if you are adding a diacretic frequently, you can use a character and you can choose that diacretic over here under character and assign a tool. You can also assign menu items, so if you find that a user tool is more useful for you, you can assign that.

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Crystal Rodriguez 01:35:57.040 --> 01:35:59.360
Those items here for frequently used.

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Crystal Rodriguez 01:36:01.080 --> 01:36:02.000
Menu items.

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Crystal Rodriguez 01:36:05.240 --> 01:36:13.480
I'm going to go ahead and close this and then I can show you how we apply the user tool. So let me search for an OCLC number here.

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Crystal Rodriguez 01:36:21.440 --> 01:36:40.240
And I want to use my macro that I've, that I've added under tool one. No, you cannot change the name, oh sorry, sorry. The question was, can you change the name of the tool? So something other than tool one for instance? Unfortunately, no, you cannot. And that gives me the opportunity to, to confirm as well that we can.

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Crystal Rodriguez 01:36:40.480 --> 01:36:42.920
Not rename constant data, either.

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Crystal Rodriguez 01:36:44.360 --> 01:37:01.160
Both of those suggestions, if you would like to send those in as enhancement requests, please, you can do that either in our community center or reach out to our support team and they can give you instructions on how to do that. We're always looking for enhancement requests, so feel free to send those in.

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Crystal Rodriguez 01:37:04.800 --> 01:37:22.520
Okay, so let's apply the tool that we've just assigned. So, again, I can either use the tools menu or in my case I do have the toolbar here for user tools, so I'm going to go ahead and use the dropdown, and I see my two user tools that I've added.

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Crystal Rodriguez 01:37:23.400 --> 01:37:39.960
I'm going to go ahead and just select the tool one, which is my macro. We note that right now my item does not show as held, so I'm gonna go ahead and click that option, and all of a sudden we see that this is held by my library, and we also see.

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Crystal Rodriguez 01:37:41.320 --> 01:37:50.600
The complete under update holdings and export. So we know that my macro did in fact work. I'm gonna go ahead and close this record.

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Crystal Rodriguez 01:37:53.480 --> 01:38:12.240
Alright, so that is a little about user tools. Now, as you've probably noticed, most menu items have toolbar buttons available in connection client. I've kind of shown you a full of few of those and you can see those on my screen as well. However, not all of them display in the.

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Crystal Rodriguez 01:38:12.560 --> 01:38:15.400
The default toolbar. So you can edit.

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Crystal Rodriguez 01:38:17.760 --> 01:38:37.400
Oh, I will go back to that in a moment Veronica. You can edit the toolbar to meet your specific workflow such as adding a toolbar button for your newly assigned user tool or macro, and actually before I demo that, let me do answer this question. So the question was how is a user tool unassigned? Thank you for that question. So you can go to.

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Crystal Rodriguez 01:38:37.720 --> 01:38:38.040
Tools.

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Crystal Rodriguez 01:38:39.520 --> 01:38:51.240
User tools or again, you can use your dropdown if you have that set, and then you'll click on the tool that you want to unassign. Sorry, I, I right clicked by accident.

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Crystal Rodriguez 01:38:56.160 --> 01:39:03.480
Actually I'm sorry, you click on assign and that will open up that box for you again where we assigned them, and then.

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Crystal Rodriguez 01:39:05.440 --> 01:39:06.800
You option we would.

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Crystal Rodriguez 01:39:12.080 --> 01:39:12.560
Let me see here.

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Crystal Rodriguez 01:39:15.960 --> 01:39:18.440
If I go to macro yes, so you'll click on.

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Crystal Rodriguez 01:39:19.880 --> 01:39:39.120
The display commands category, so in this case it's the macro, it would then under current user tools, I would click the tool, one, and I would choose unassigned tool. I also can modify the description there, so if you needed to change your description, you can do that there. So if you don't want it to say.

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Crystal Rodriguez 01:39:40.280 --> 01:40:00.720
The default of demo hold export, you can actually modify that name there. Thank you for that great question and I will include that in future sessions. So thank you for asking that. Alright, let me go back here and just refreshing that with the toolbar editor, you can, change, you can edit the toolbars to.

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Crystal Rodriguez 01:40:00.720 --> 01:40:18.200
To meet your specific needs. So for example, I can add a toolbar button for that newly used tool that newly assigned tool user tool or a macro. So let's look at using the toolbar editor. So for that, you're going to go to tools, and then you choose toolbar editor.

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Crystal Rodriguez 01:40:20.040 --> 01:40:39.880
And here we get our toolbar editor box show up. One common use is to use a separator, so you can begin to type S an S to C separator, and when you look at my toolbar, you might see separations between some of my sections here, my toolbar. So what this separator is going to allow you to do is to add.

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Crystal Rodriguez 01:40:40.520 --> 01:41:00.800
A section essentially. So if I want to add a toolbar, I'm just or an option to my toolbar. I'm just gonna drag it from the editor to the desired location. So I'm going to take this separator and I'm going to drag it to the end of my existing toolbar and I have a separator there.

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Crystal Rodriguez 01:41:01.080 --> 01:41:01.200
Now.

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Crystal Rodriguez 01:41:02.880 --> 01:41:21.880
And then same thing if I want to add a different button, I'm I can do that. So I want to add my user tools so I can either scroll through or I can start typing a U here, and it should take me straight to my user tools. And I see my user tool one, so I want to add.

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Crystal Rodriguez 01:41:23.320 --> 01:41:43.640
A button for both of my user tools that I've just assigned. So I'm going to just drag and drop that next to that separator. So there I see my one and my two. So what that's gonna allow me to do is instead of having to go to the tools macros or the tools, user tools, I can just click on that but.

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Crystal Rodriguez 01:41:43.800 --> 01:41:43.920
Button.

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Crystal Rodriguez 01:41:45.800 --> 01:42:01.960
And then to delete a button, just the opposite process, I'm just gonna drag drag it down into the toolbar editor. So I'm gonna take this number two, drag it back, and now it's gone. And then I can put it back. Just by dragging and dropping.

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Crystal Rodriguez 01:42:03.720 --> 01:42:24.040
And then I'm gonna close this because you also can move a button on your toolbar. Now to move your button, you do need to press and hold the alt key while you drag and drop. So let's say that I want to move this tool, this number two over to the beginning here. Well, actually let's do this with my number one. So I'm going.

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Crystal Rodriguez 01:42:24.520 --> 01:42:44.440
Press and hold the alt, click on the oops, I accidentally clicked on the separator. There we go. We've let me take my one here and I'm gonna move it all the way to the beginning, and there we see that my one was moved into a different section. And I'm gonna go ahead and do that again. Let me take my alt and move it back in front of the one. So it's just a sliding and then.

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Crystal Rodriguez 01:42:44.640 --> 01:42:45.000
Dropping.

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Crystal Rodriguez 01:42:50.600 --> 01:42:57.040
Alright, and then if you want to restore, do the default, you can go to tools, toolbar editor.

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Crystal Rodriguez 01:42:58.720 --> 01:43:18.960
And just click on reset. And then you're gonna be reset to your default. I don't want to actually do that just yet. Actually let me go ahead and do that. And I'm asked, do you want to clear your customized toolbar and revert to the default? Actually I don't want to because I have a few things up here like my quicks things that I don't want to lose, so I'm gonna go ahead and click close, but if you wanted to re.

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Crystal Rodriguez 01:43:19.280 --> 01:43:27.480
That, that's where you would do that. Are there any questions about the toolbar editor before I move on to the last two options here?

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Crystal Rodriguez 01:43:30.760 --> 01:43:49.040
I don't see any others. I will say this, the toolbar editor works very similar to other toolbar editors that you've seen. One thing I will show too actually is you can then move these around. So I have these sections here, so I can actually using the three little dots in the or actually looks like four dots using the dots here.

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Crystal Rodriguez 01:43:50.200 --> 01:43:58.880
On my toolbar, I can hover over that and then I can move it. Is there a way to make the search box larger, longer? No.

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Crystal Rodriguez 01:44:00.760 --> 01:44:18.880
This is the standard size. You can move it like I just showed, but you can't make it longer. Oops. No I didn't realize that. I just learned something. I didn't realize I could put it on the side of connection. I don't know if you all saw that I kind of drag it drag it down by mistake, and it moved it all the way to the side. I don't really like, so now I gotta figure out how to get back up there. There we go.

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Crystal Rodriguez 01:44:20.600 --> 01:44:25.320
So that's a nice little customization I didn't realize existed. Alright.

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Crystal Rodriguez 01:44:27.440 --> 01:44:47.360
Okay so the last two things are pretty quick so many users prefer to use keystroke shortcuts over clicking through commands. Connection client gives you the ability to customize those. You can assign a specific keystroke shortcut again to a character, a macro, a menu item or a keystro string text string.

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Crystal Rodriguez 01:44:48.080 --> 01:45:01.440
Allowing you to use these items with fewer clicks. So if you prefer to use keystrokes instead of buttons, you can assign those as well. So to do that, we're gonna go to tools, and here we choose key maps.

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Crystal Rodriguez 01:45:02.880 --> 01:45:23.200
And again, we see our four options. So, we can use using the example of assigning our macro. We can go ahead and click on macro and we see our macro list again plus sign to open our book, click on hold export, and this is gonna work pretty similarly. So once we have that highlighted, then we.

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Crystal Rodriguez 01:45:23.360 --> 01:45:36.040
Go to press new shortcut key in that box. We're going to choose an option. You want to make sure that you're, you're, you're not using some of the defaults and what will happen if you try to is you'll see that it's already assigned.

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Crystal Rodriguez 01:45:38.280 --> 01:45:39.880
So I am going to go ahead and.

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Crystal Rodriguez 01:45:42.040 --> 01:45:47.560
And actually what I want to show is a little bit different. If we go to the category of menu item.

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Crystal Rodriguez 01:45:49.000 --> 01:45:58.840
I see I wanted to show here where you can see the current set defaults. So if I go to action export, I see that F five is the default.

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Crystal Rodriguez 01:46:01.280 --> 01:46:20.360
So you may map any of these menu items to different keystroke combinations instead of the default or in addition to it. So that's an option where if maybe the F five is your, you're using it for something else or you prefer something different, you can add that there, so I could go ahead and click in there.

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Crystal Rodriguez 01:46:21.800 --> 01:46:41.360
Click the action export, and then within press new short key shortcut key, I can actually add control G and then I can assign that, but I prefer to show you if I go back to that macro, I can then choose hold export, and I can do maybe I'll cho.

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Crystal Rodriguez 01:46:43.760 --> 01:47:02.680
Which here I see that that's already assigned to a command. So I don't necessarily want to choose that. So let's just go ahead with that same example of control G And I see that's not assigned so just like with my tool, my user tools, I just click on the word assign, and then I see that that's under current shortcut keys. And.

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Crystal Rodriguez 01:47:03.760 --> 01:47:18.880
Just like with user tools, if I click, if I highlight the control G, I can then unassign it. And I get that confirmation, I say yes. So with that assigned, then I can use the control G instead of having to click.

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Crystal Rodriguez 01:47:21.840 --> 01:47:22.000
Alright.

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Crystal Rodriguez 01:47:23.680 --> 01:47:35.040
Now, once you've assigned your customized keystrokes, you can review a list of them to verify how they are assigned. So to do that, we're going to go to tools key maps.

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Crystal Rodriguez 01:47:36.520 --> 01:47:56.800
And we click on list all. And right now all I see is my text play away because that's the only user defined shortcut that I have. So this is important to remember that when you go to the list all here, you're only going to see the items that you've assigned. But if you had several and you wanted.

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Crystal Rodriguez 01:47:57.120 --> 01:48:00.840
You could then print this off and use that as a little bit of a guide for yourself.

403
Crystal Rodriguez 01:48:04.040 --> 01:48:22.040
Now, if you need to see a list of all the assigned keystrokes in connection client, both the ones that are part of the software as a default and the ones that you've created and assigned, that's gonna be in a different area of connection. So for that, you're going to go to view, and you're going to choose.

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Crystal Rodriguez 01:48:23.240 --> 01:48:23.760
Where to go?

405
Crystal Rodriguez 01:48:27.160 --> 01:48:45.720
Assigned keys, there it is, and here you see all of the key assignments within connection. And again, this can be printed or you could copy it onto your workstation. So this is just a little tip for you, if you're like, hey, I really like these keystrokes, but I can't remember them all.

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Crystal Rodriguez 01:48:47.480 --> 01:49:01.320
So this would be a good way to have a little bit of a guide for yourself. And if you were to copy these to clipboard, you could even put them in a Word document or an Excel and remove the ones that you don't use etc. So that's a nice little tip for you.

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Crystal Rodriguez 01:49:05.560 --> 01:49:25.760
I wanted to show one more thing there actually, so if we go to view, assigned keys, you'll see there that the description showing you both the keystroke, the definition, and then also the source. So here you can see that right now I only have the one custom, and if you click on that, then you can sort those. So that's.

408
Crystal Rodriguez 01:49:25.920 --> 01:49:26.640
Another nice feature.

409
Crystal Rodriguez 01:49:28.720 --> 01:49:29.000
Okay.

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Crystal Rodriguez 01:49:33.320 --> 01:49:48.880
So that's a lot of information. I hope this was useful for you all. These are in my opinion, these are some great tools to improve your speed and minimize errors, sorry if I missed it, but can macros be applied to a list of groups or of records?

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Crystal Rodriguez 01:49:50.960 --> 01:50:10.000
I don't believe so. Katie I'll have to get back to you on that. I don't I'm pretty confident that they cannot be added offline. That, that would be the only way those could be done. So I'm gonna say no if I find out otherwise, I'll follow up with you or I'll add that into the learner guide. I hope that helps.

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Crystal Rodriguez 01:50:12.240 --> 01:50:31.440
And actually I'm gonna see if my colleague might be able to confirm that before we end here in a few moments. But if not, if you don't hear from me, that means the answer is correct that it's no. Alright, so as a quick recap, I oh, before I get there, we've kind of anticipated this next question. Who.

413
Crystal Rodriguez 01:50:31.760 --> 01:50:52.240
Might I reach out to to learn more about macros such as Han's macros? So Hans macros, you can find them online, but we actually have a link that we can add into the chat for you. And in the learner guide, you see a link to information on using OCLC macros and all of our documentation on all of these.

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Crystal Rodriguez 01:50:52.320 --> 01:51:12.200
Topics. But Mallory just added that link to the Han macros. For anyone who's unfamiliar with those, Joel Han is a gentleman who has created a lot of very useful macros and those can be added into your connection and the their the link that she added just now includes information.

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Crystal Rodriguez 01:51:12.720 --> 01:51:32.800
On those macros and I and information on even how to add those. If you go to try to add those and you have any issues, again, please reach out to support and they can walk you through some of those steps. But thank you for that question i'm glad we kind of anticipated that, alright, so as a recap, connection client offers several options for customization and automation.

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Crystal Rodriguez 01:51:33.320 --> 01:51:53.520
Automation. Use of these tools is dependent on your workflow preferences, However, using them can increase efficiency and minimize errors. So visit our help site at help dot OCLC dot org for documentation and to locate contact information for OCLC support in your region. Also this information is in the learner guide.

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Crystal Rodriguez 01:51:55.080 --> 01:52:13.640
And as you leave today, you will be taken to an evaluation, and I would appreciate if you have the time to complete that. We use that information to improve our sessions as we will be offering these again in about six months I think. And then as I said, you will get an email with the.

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Crystal Rodriguez 01:52:14.200 --> 01:52:14.520
Recording.

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Crystal Rodriguez 01:52:16.120 --> 01:52:19.040
And with that we do have a couple of minutes. If there are any additional questions.

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Crystal Rodriguez 01:52:22.000 --> 01:52:25.680
Otherwise we'll go ahead and end the session a little early.

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Crystal Rodriguez 01:52:28.880 --> 01:52:33.400
So I'm just gonna pause for a moment. I'm not seeing any additional questions, but if you have anything, please feel free to add that.

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Crystal Rodriguez 01:52:38.040 --> 01:52:49.520
That's. Okay, so not seeing questions in with the fact that we are right on three, about three thirty, I'm going to go ahead and end the session. Let me stop the recording first.

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Crystal Rodriguez 01:52:52.000 --> 01:53:05.360
And then I'm going to end a slightly early, and if you have any questions that do come up about training, you can find us at training at OCLC dot org, and I look forward to seeing many of you in the next session in two weeks. All right, thank you.

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Crystal Rodriguez 01:53:07.320 --> 01:53:07.480
Thank you.