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Working with the MarcEditor


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Working with the MarcEditor

  1. 1. Working With the Editor
  2. 2. What can I use MarcEdit for? A few things MarcEdit can help users: 1. Automate processing of vendor MARC records for e-records 2. Facilitate large data clean up projects, like updating subject or name authorities 3. Converting AACR2 data to Hybrid-RDA records (true RDA conversion isn’t just about field changes, but requires a reassessment of the content) 4. Convert data from non-MARC formats like Dublin Core, MODS, EAD, MARCXML, or other XML or JSON formats to MARC or from MARC to various non-MARC formats 5. Reconcile MARC data to utilize Linked data concepts 6. Validate records 7. Join or Split large data sets 8. Manage Character encodings and Unicode Normalizations 9. Integration with OCLC and ILS systems 10. Merging data between data sets or data files 11. Retrieve data from remote sources through OAI, Z39.50, SRU, Atom Pub, etc.
  3. 3. I have Records….
  4. 4. Editing in MarcEdit Workflow process looks like… 1. Validate Records for initial errors (or targeted review) 2. “Break MARC data to mnemonic” 3. Open “broken” records into the MarcEditor 4. Perform Global Edits to clean your data 5. Save your changes 6. “Compile” your records back to MARC for addition into your ILS Create your own Validation fields MarcEdit can open records directly into the Editor Automate your changes Ingest records directly through integrations with supported ILS systems like Koha, Alma, Evergreen, and OCLC.
  5. 5. Demonstration
  6. 6. How do I get started? 1. MarcEdit 101 Webinar Series: 2. Knowledge-base Items: 3. Tutorials: 4. Sample Lesson Plan (In development):
  7. 7. How do I get help? MarcEdit Listserv URL: The MarcEdit Listserv is hosted by George Mason University and provides users an opportunity to send questions to the MarcEdit user community. What’s more, the list includes a searchable archive. Contact the Author: URL: I’m always open to people contacting me and asking questions. Built-in Help
  8. 8. Preferences
  9. 9. Addressing Unicode Normalization Fragmentation How Does MarcEdit 7 Address this? Through the Preferences
  10. 10. Edit Shortcuts Edit Shortcuts tend to have the following characteristics: ◦ Could be MARC21 Specific ◦ Represent items that could be written as regular expressions, but expressions that are difficult to write ◦ Require mathematical or data conversions ◦ Are more one-off functions than “global tools” ◦ Often can be added to tasks.
  11. 11. Editing MARC – Find/Replace Works like a normal Find/Replace in most Textpad utilities. Unlike most Textpads, Replace supports UTF-8 (when working with UTF-8 files) and regular expressions.
  12. 12. Conditional Replacements
  13. 13. Editing MARC – Find All Find all function was designed for use with the Paging mode Allows users to find any text across all pages Generates a jump list that can be used to find individual records for edit
  14. 14. Miscellaneous Tools Generate Cutters (sanborn and other) Generate Record from URL (one a website, one from LC)
  15. 15. Editing MARC – Global Add/Delete Field Globally add fields to all MARC records ◦ Allows users to set insertion position. Globally delete fields ◦ Allows global delete ◦ Allows conditional delete Supports Regular Expressions
  16. 16. Editing MARC – Modifying subfield data Allows for the modification of variable MARC field subfield data (MARC fields >10) Allows for the modification of control field data by position or range of positions Allows users to prepend and append data to subfields. Allows users to change subfield tagging.
  17. 17. Editing MARC – Modifying subfield data Allows users to insert new subfields and define subfield placement. Allows users to move field data from one field to another. Supports: • UTF-8 with UTF-8 files • Regular Expressions • Adding new subfields.
  18. 18. Editing MARC – Modifying subfield data Specify insertion position: subfield-insert-position
  19. 19. Editing MARC – Swapping Fields Swap parts of MARC Fields or entire MARC fields ◦ Define field, indicator and subfields to move. ◦ Can move field data and delete the original field or clone the field data and move the clone to the new location. ◦ Can add data to an existing field.
  20. 20. Build New Field Tool Build New Field Tool This method works well when needing to build complex proxy statements
  21. 21. Build New Field Modifier functions ◦ Find ◦ replace ◦ trim ◦ trimstart ◦ trimend ◦ substring ◦ Regex All functions can be stacked except the find function. If you use this function, it must be the first in the chain. Example: =856 $a{090.find(“G42”).trim()}$zConnect to this resource online. Example: =901 $a{LDR.substring(6,1)}$b{904$a}$mDate: {260$c.trim(“ .”)}
  23. 23. Fixing Boo-boos MarcEdit’s Special Undo ◦ Allows you to step back one global change.
  24. 24. Sorting Fields MarcEdit provides multiple sorting types: ◦ Control Number ◦ Sorts record position within the file ◦ Title ◦ Sorts record position within the file ◦ Author ◦ Sorts record position within the file ◦ Call Number ◦ Sorts record position within the file ◦ 0xx Fields ◦ Sorts the 0xx fields within individual records (does *not* change record position within a file) ◦ All Fields ◦ Sorts all fields within individual records (does *not* change record position within a file) ◦ Custom Sort ◦ Sorts all defined fields within individual records (does *not* change record position within a file)
  25. 25. MARC Data Reports MarcEdit includes a number of validation/information reports: § Field Count Reports § Including information related to indicator/subfield usage § Material Type Reports § Generate Reports and pull together records for each material type § Validate ISBN/ISSN Reports § Mathematically validates check digit § Validate Headings *NEW* § Validates all access points against LCSH and LC NAF
  26. 26. Field Counts Field Count ◦ Provides a quick count of fields ◦ Report of subfields used within a particular field ◦ Detailed reports of all fields/subfields used within a fileset.
  27. 27. Material Type Report Material Type Report ◦ Reports number of records by material type ◦ Breaks down material type by sub- types ◦ Utilizes the Leader, 008 and GMD to determine format types
  28. 28. Validate ISSN/ISBN/Headings
  29. 29. In-Line Validation MarcValidator-lite ◦ Can access MarcValidator for quick validation of data elements found in the file set ◦ Validation can use any defined rules set.
  30. 30. Change logging MarcEdit provides the ability to log changes made during global edits. Logging isn’t enabled by default, and is turned on via the Preferences Once enabled, logs can be viewed, managed, and enhanced.
  31. 31. Your Questions