Cataloging with MarcEdit


Published on

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.

Published in: Education
  • Be the first to comment

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide
  • This is becoming more important as our records become more global.  The ability to convert records in Big-5 characterset to UTF8 or MARC8 or vice versa allow us to interact with the international community easier.
  • How the MARCEngine works – MarcEdit’s MARCEngine can heal certain record errors.  I like to talk about how to tell when that process has occurred and what kinds of errors it can correct as part of that process.
  • These are just some of the ways you might use MarcEdit. In a moment, we’ll give you some examples of work in which we’ve used MarcEdit. The Z39.50 client is great, though you have to have it set up to use it (talk to your system administrator). It provides another option for extracting records from your local system if a simple pull is all you need. You could also use it to search others’ catalogs.
  • Text files can be used to create MARC records. Terry Reese has said that he’s used the OCLC Xref reports after his institution’s Reclamation Project to create a brief record that included the local ID in his records and the OCLC number that has their holdings. He then used this file of records to overlay in his system so that the records would have the correct OCLC number that has their holdings. I’ve done something similar to create records that only had a LDR and an 856 in order to merge records with a new URL. I’ll talk about that in one of my projects.About Symphony’s Extract Keys for Marc Export: unfortunately, there are limitations with finding records with this tool. It’d be nice if it had the Search String option that is available in other reports. One way I’ve gotten around this is to use the List Bibliography report to isolate the records I want and, in my report’s output, I included the barcode number. I then captured all the barcode numbers and put them into the a text file as one paragraph, separating the numbers by commas, and pasted them into the Item IDs search box.I’ll now pass this on to Sharon who will begin demonstrating some examples of how we’ve used MarcEdit in our work places.
  • During preparation for Reclamation, we discovered that, of 37,000+ records for Early American Imprints, 7,000+ were missing URLs
  • In the Batch Editing Tools window you can see all the functions I used to copy and change the 926 to get it to isolating the volume number.During the Edit Subfield Data step, I included adding the base URL to precede the volume number used the Replace function to remove the subfield c preceding the volume number so that it butted up to the base URL.
  • Deleting Records in Batch in Local Catalog and WorldCatLehigh has a 200 title subscription to Safari Books OnlineBatch deletes: Delimited Text Translator to create brief MARC records (LDR,001), MarcEditor to change the LDR/05 to "d", WorkFlows Load Bibliographic Records report with "d" to delete
  • The Excel file came from my Engineering Librarian who manages our collection. She provided the ISBNs and titles that we were removing from the subscription. I then used the Symphony List Bibliography report to pull all our Safari titles (matching on the URL) and pulled the ISBNs, titles, and 001. I merged this data with the Excel file and matched on ISBN (as you see highlighted above). I then pulled the 001 of the matches to put through MarcEdit’s Delimited Text Translator.
  • Using the Delimited Text Translator, I was able to create a file of brief records that included a LDR, an 001 (which was based on my text file), and an 008. I changed the code in LDR/05 so that it would be a “d” and then used the Symphony report Load Bibliographic Records to delete those records. I then edited the text file to strip the ocm/ocn prefix. This file was then used in the Connexion Client’s Batch Holdings by OCLC Number tool (under the Batch menu) to delete our holdings from WorldCat.
  • 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>