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Cataloging with MarcEdit


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Presented at the 2011 SNRG Conference at Franklin & Marshall College, Lancaster, PA. Introduces MarcEdit and provides examples of its use in two different libraries using the SirsiDynix products Horizon and Symphony.

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Cataloging with MarcEdit

  1. 1. Cataloging with MarcEdit<br />Doreen Herold<br />Lehigh University<br />Symphony<br />Sharon Scott<br />Cumberland County Library System<br />Horizon<br />
  2. 2. What is MarcEdit?<br />Terry Reese and the 45,000 Record Clean-up <br />
  3. 3. What is MarcEdit?<br />
  4. 4. Why use MarcEdit? Terry says…<br />MarcEdit supports character set conversions – and lots of them<br />See <br />
  5. 5. Why use MarcEdit? Terry says…<br />MarcEdit can catch and correct errors<br />49 records were processed in 2.968769 seconds. Some records appear to be invalid and were processed using MarcEdit's loose breaking algorithem. It's recommended that you use the MarcValidator to identify the invalid records<br />
  6. 6. Why use MarcEdit? Terry says…<br />All the MarcEditor functions support Regular expressions, making them extremely powerful<br />MarcEdit’s Task Automation ( is the latest “killer feature” because it provides the ability to chain lots of operation together and run them with a single keystroke<br />MarcEdit can be updated automatically (Tools  Settings  Updates tab)<br />
  7. 7. Why use MarcEdit?<br /><ul><li>Converting records from UTF-8 (Unicode) to MARC-8 (or vice versa; see
  8. 8. Can create an original record from scratch
  9. 9. from the MarcEditor  File  New
  10. 10. Editing batches of records
  11. 11. for adding to/deleting from local catalog
  12. 12. editing records already in local catalog
  13. 13. can use MarcEdit to first extract them from the StartPage MarcEdit Z39.50/SRU Client</li></li></ul><li>Downloading/Installing MarcEdit<br />Download from the MarcEdit website<br /><br />Installing MarcEdit natively on a Mac (at YouTube—18+ minutes!)<br /><br />
  14. 14. Where do the records come from?<br /><ul><li>Vendors
  15. 15. MARC records
  16. 16. Text/Excel file
  17. 17. Other formats
  18. 18. MarcEdit’s conversion tool
  19. 19. Locally
  20. 20. Create your own records in MarcEdit
  21. 21. SQL query
  22. 22. API
  23. 23. Canned report
  24. 24. Symphony: Extract Keys for Marc Export/MARC Export
  25. 25. Z39.50 Client in MarcEdit</li></li></ul><li>Process<br />Process:<br /><ul><li>Identify potential bib records
  26. 26. Export those bib records to a file
  27. 27. Use MarcBreaker to convert the records to text
  28. 28. Edit the codes/subfields
  29. 29. Use MarcMaker to covert the edited records to MARC
  30. 30. Import the edited records</li></ul>See the MarcEdit Basics YouTubevideo at:<br />Example:<br /><ul><li>Imported bib records with “a” in LDR/06 for video/sound recordings or electronic resources</li></li></ul><li>Example 1-Workflow : Search & ReplaceSharon<br /><ul><li>Use a SQL query to identify records to be modified
  31. 31. Export records to a file</li></li></ul><li>Example 1-Workflow : Search & ReplaceSharon<br />Use MarcBreaker to convert the file from MARC records to text<br />
  32. 32. Example 1-Workflow : Search & ReplaceSharon<br />Edit the records<br />
  33. 33. Example 1-Workflow : Search & ReplaceSharon<br />Use MarcMaker to convert<br />the text file to MARC<br />
  34. 34. Example 1-Workflow : Search & ReplaceSharon<br />Import the edited records<br />into Horizon<br />
  35. 35. Example 2-Workflow : Adding a SubfieldSharon<br />Example:<br /><ul><li>Adding a GMD to imported records</li></ul>Field: 245<br />Subfield:     [a,p,n,^c,b]<br />Field Data: =:/.<br />Replace with: $h[electronic resource]<br />[x] Add subfield if not present<br />
  36. 36. Example 3-Project : Add Missing URLsDoreen<br />Add Missing URLs to 7,000+ Records for Early American Imprints<br /><ul><li>Extracted records from Symphony using "Extract Keys for Marc Export" report and the MARC Export utility
  37. 37. Used MarcEdit's Batch Editing Tools to turn this:</li></ul>926 _ _ |aLEHIGH|bWWW|cElectronicBook no.24847|dONLINE|f1<br />into this<br />856 41 |u|zAvailable to Lehigh users<br />
  38. 38. Example 3-Project : Add Missing URLsDoreen<br />HOW?<br /><ul><li>Copy Field Data
  39. 39. Edit Subfield Data
  40. 40. Swap Fields</li></li></ul><li>Example 4-Project : Deleting RecordsDoreen<br />Lehigh has a 200 title subscription to Safari Books Online<br />
  41. 41. Example 4-Project : Deleting RecordsDoreen<br />Excel file with titles and ISBNs was combined with the results of a Symphony List Bibliography report<br />
  42. 42. Example 4-Project : Deleting Records<br />
  43. 43. How to Learn More About MarcEdit<br /><ul><li>MarcEdit website:
  44. 44. Terry's Worklog:
  45. 45. MARCEDIT-L discussion list:
  46. 46. YouTube:</li></li></ul><li>Thank You, Terry<br />“Looking at the last two days (March 22 and 23rd) – MarcEdit was utilized by 2,351 unique users, across 59 countries.  This surprises me – and is slightly humbling – to think that this many users have found and trust MarcEdit to help them with their daily work.  It also helps me to validate the work that has gone into the development of this application.”<br />
  47. 47. Bibliography<br /><ul><li>Reese, Terry. "About MarcEdit."
  48. 48.  "The Whiz Kid--Terry Reese."Library Journal, March 15, 2005, June 6, 2011).
  49. 49. Reese, Terry. “Editing Records with the MarcEditor.”</li>