This document discusses various features and functions of MarcEdit, a tool for working with MARC metadata. It describes how MarcEdit allows users to manipulate existing metadata in various formats, automate repetitive tasks, and leverage services like OCLC WorldCat. Specific MarcEdit tools and functions covered include the delimited text translator, crosswalking capabilities, record editing tools, character conversions, and task automation. Future developments mentioned include macros for converting between AACR2 and RDA, improved merging and batch processing, and integration with OCLC services.

1. MarcEdit: Doing more, but
faster
Terry Reese
Gray Family Chair for Innovative Library Services
Terry.reese@oregonstate.edu

2. • Making your metadata work for you
• Finding ways to use MarcEdit to merge and manipulate existing
metadata in various formats
• i.e., working with XML formats, delimited formats, Excel, Access
• Dealing with data in multiple charactersets as we transition to a
Unicode world
• Learning how to automate repetitive tasks, and understand what
editing functions are available to you
• Leveraging webservices like OCLC WorldCat to provide automatic
classifications

3. METADATA MANIPULATION

4. MARC Tools Portal

5. Marc Tools
• Built-in functions
• MarcBreaker – Tool used to convert MARC records to the
MarcEdit mnemonic format
• MarcMaker – Tool used to convert MarcEdit mnemonic format to
MARC
• MARC=>MARC21XML – converts MARC to MARC21XML
• Automatically converts data from MARC-8 to UTF8
• MARC21XML=>MARC – converts MARC21XML to MARC
• Doesn’t automatically convert data from UTF8 to MARC8 – will leave
data in UTF8

6. MARC Character Conversions
• Supports moving between
any known Windows
Characterset and MARC8.
• Can be run from the
Breaker/Maker – or as its
own standalone utility

7. MARCSplit/MARCJoin
• Utility used for
splitting large MARC
record sets into
smaller files
• Utility used for
joining large
sets of MARC
data to a single
file

8. Batch Record Processor
• Allows MarcEdit to process
“lots” of files.
• Files can be processed
against an entire folder’s
contents or by file type
• Can utilize any built-in or
derived XML Function
transformation

9. MarcEdit and bad records
• Two MARC breaking algorithms
• Strict MARC algorithm
• Loose breaking algorithm
• Loose algorithm can heal MARC records (sometimes)
• Structural errors
• Missing field or record markers

10. Delimited text translator
• Delimited Text Translator
• Translates Tab, comma, pipe, Excel (Office 2000-2007), Access
(Office 2000-2007) files into MARC
• Can save translation maps
• Can create constant data

11. Delimited text translator Options
• Wizard-like interface
• Supports Unicode data (in excel or delimited file)
• Joining (relating) fields
• Editing global 008/LDR

12. Delimited Text Translator: Mapping
format
• Map to: Field + subfield
• Indicators: Indicator values
• Term Punct.: Trailing
punctuation
• Arguments – Joining
defined items (select and
right click on items)
• Ability to save templates

13. Common Joining techniques
• When would I mark a field as repeatable?
• By default, when the Delimited Text translator encounters two
like subfields on the same field, it creates a new field. For
example:
column 1: This is a note
column 2: This is a note 2
if I mapped column 1 500$a and column 2 to 500$a, by default,
MarcEdit would generate the following output:
=500 $aThis is a note
=500 $aThis is a note 2
• However….

14. Common Joining techniques
• When would I mark a field as repeatable?
• If I need to have multiple, like subfields on the same field, for
example, like a subject field – we would mark the field as
repeatable:
column 1: Geology
column 2: Oregon
column 3: Corvallis
If these fields were not marked as repeatable, the output would
look like:
=650 0$aGeology$zOregon
=650 0$zCorvallis
However, if these fields were marked as repeatable, the output
would look like:
=650 0$aGeology$zOregon$zCorvallis

15. MARC Conversions

16. MarcEdit Crosswalking model

17. Finding and Contributing
Crosswalks
• In MarcEdit 5.6, an option was added to allow users to search
for crosswalks
• Currently, these are crosswalks I or LC have created
• Hopefully, community members will submit crosswalks for
inclusion into the registry

18. MarcEdit: Crosswalks for everyone

19. Harvesting Metadata
• MarcEdit includes a
builtin OAI harvester
• Allows for direct
XML=>MARC
translations
• Allows for custom
modification of XSLT
translation tables.

20. Harvesting Metadata
• Required data
• Host name: i.e., http://ir.library.oregonstate.edu/request/oai
• Metadata Type
• Natively supports MARCXML, Dublin Core, OAIMARC and MODS
• Options to support conditional harvests, raw data harvests, and
resumptive harvests.

21. RECORD EDITING

22. MarcEditor

23. MarcEditor Properties
• Templates
• Fonts
• Encodings
• Preview Settings

24. Configuring New Paging
• Set in the Options dialog

25. Paging Example
• If you load the full file, or turn the preview mode off

26. Editing MARC
• MarcEditor
• Supports a number of global editing functions:
• Edit Subsets of records
• Find/Replace functionality
• Globally Add/Delete MARC fields
• Globally Edit Subfield data
• Conditionally add/remove field data
• Globally Edit Indicator data
• Globally Swap field data
• Record Deduplication
• Record Sorting
• Call Number Generator
• Macros

27. 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.

28. 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

29. Jump to
• Jump to…record:
• Allows you to jump to any records
• Jump to…page:
• Allows you to jump to any page

30. 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

31. 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.

32. 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.

33. Editing MARC – Modifying subfield data

34. 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.

35. Character Conversions within
the MarcEditor
• MarcEditor allows users to
convert character data
between different
charactersets.

36. Fixing Boo-boos
• MarcEdit’s Special Undo
• Allows you to step back one global change.

37. 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)

38. Record Deduplication
• MarcEdit provides a
simple dedup tool that
can:
• Dedup on a defined
control field (any field)
• Dedup on a transaction
field (or using an additional
transaction field)
• Output
• Removes all duplications
and saves the duplications
to a file
• Prints just unique items
within the file (i.e., those
without a duplicate pair)

39. 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.

40. 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

41. Task Automation Tool
• Stacking Operations
• Task automation provides a way for non-programmers to create
defined task lists that can then be executed automatically
• The different between a task and a macro is that MarcEdit tasks
essentially function like the user was calling specific functions
within MarcEdit.
• Anything that you can do in the MarcEditor, you can automate as
a task.

42. Task Automation
• Managing Tasks
• Task management
works like macro
management
• You can
• Create new tasks
• Clone tasks
• Rename tasks
• Delete tasks
• Edit tasks

43. Task Automation Demo
• Additional Information:
• Youtube:
• Introduction to task automation: http://www.youtube.com/watch?
v=gmqTGfTubU4
• Introduction to new task automation functions:
http://www.youtube.com/watch?v=fnorN0MFFN0

44. • MarcEdit can leverage OCLC WorldCat to generate call
numbers automatically for files
• Fields used:
• 001
• 010$a$z
• 020$a$z
• 022$a$z
• 024$a$z
• 1xx$a
• 776$w$z
OCLC Classify Service

45. OCLC Classify Service

46. FUTURE DEVELOPMENT

47. MarcEdit 5.9+
• AACR2->RDA macros
• Low-hanging conversions to support batch data processing
• Merge Record Enhancements
• Adding more data points and customized merge fields
• More Automation support
• Ability to turn Edit shortcuts into Automation tasks
• Batch OAI Harvesting
• Create jobs that you can schedule and have automatically run for you
• Batch Set Holdings
• Using either crappy z39.50 or OCLC’s yet to be publically released API
for holdings settings.

48. Getting Help
• Call/write me:
• terry.reese@oregonstate.edu
• Ask the list:
• MarcEdit ListServ
• http://listserv.gmu.edu/cgi-bin/wa?A0=marcedit-l

49. Questions