Presented at Peer Council 2018 by Katie Dunn, Electronic Resources Librarian, University of Wisconsin Law Library Drawing on a conversation started last year at Peer Council, Katie will share more about MarcEdit, a free tool for editing and conversion of MARC data. She will present an overview of MarcEdit tools and workflows with an emphasis on functionality requested by attendees.

1. MarcEdit Tools and
Workflows
Katie Dunn
Electronic Resources Librarian
University of Wisconsin Law Library
katie.dunn@wisc.edu
WiLS Peer Council 2018

2. MarcEdit Tools and Workflows
• What is MarcEdit?
• Getting started
• View, edit, compile -- Field count -- Browse data by field – Batch editing tools
• Beyond the basics
• Regular expressions --Task lists -- ILS integration
• Sample workflows
• Split a file based on contents of field
• Processing of vendor e-resource records
• MarcEdit 7: What’s new?

3. MarcEdit:
a free tool for working with bibliographic data
• View, evaluate, and batch
edit MARC records
• Convert between MARC
and other data formats
• Tab-delimited text
(spreadsheet)
• XML formats
• BIBFRAME

4. MarcEdit:
a free tool for working with bibliographic data
Developer: Terry Reese
Resources
• Get MarcEdit:
marcedit.reeset.net
• MARCEDIT-L Listserv:
tinyurl.com/MARCEDIT-L
• UIUC MarcEdit LibGuide
guides.library.illinois.edu/
MarcEdit

5. Basic functions
• View, edit, compile
• Field count
• Browse data by field

6. Basic functions: view, edit, compile
• Start with .mrc file
• Convert to .mrk file (human-readable / mnemonic format)
• Edit
• Compile back to .mrc
• Load into catalog

8. Basic functions: viewing and editing MARC

17. Field Count
• What fields are present?
• In how many records?
• Are any records missing necessary fields?

21. Browse data by field
• Find (CTRL-F) on field name to browse

27. Batch editing tools

28. Basic functions: batch editing tools

30. Beyond the basics
• Regular expressions
• Task lists
• ILS integration

31. Regular Expressions: Super find/replace
=856 40$uhttp://example.org?handle=abc1&index=alpha/A_sort
=856 40$uhttp://example.org?handle=abc2&index=alpha/G_sort
Find Matches
&index=alpha/A_sort &index=alpha/A_sort
&index=alpha/[A-Z]_sort &index=alpha/A_sort
&index=alpha/G_sort
Regular expression examples: http://www.regular-expressions.info
Regular expression tester: https://regex101.com/

32. Regular Expressions: Super find/replace

33. Task Lists
• Done it more than once? Make a Task List!
• Automation of any sequence of editing tasks
• Saves time, less human error
• Modular – include a Task List in another Task List
• Exportable/importable – share with colleagues

37. ILS integration
• Read/write bib, holdings, item records from your ILS within MarcEdit
• Currently available: Ex Libris Alma, Koha
• Terry will develop integration for systems where:
• API meets basic functional requirements
• Open API, no NDA or additional charge for access
• ILS customer or vendor will work with him
• Not available for:
• III Sierra/Millennium (no API for bib data)
• SirsiDynix (NDA required, but you can do it yourself)
“Can my ILS be added to MarcEdit’s ILS Integration?” http://blog.reeset.net/archives/2133

38. ILS integration: Security in Alma
• MarcEdit integration uses a subset of Alma Bib API functionality
• API itself is powerful/dangerous
• If an Alma Bib API key is leaked, Alma data is at risk.
• Solution: Passing MarcEdit’s API requests through a proxy server*:
• Manage API keys on the proxy server
• Limiting API actions (i.e. no create, delete)
• IP restriction
• For more information, contact Bruce Barton (bruce.barton@wisc.edu)
* Not EZproxy

39. Sample workflows
• Split a file based on contents of field
• Batch processing

40. Split a file based on contents of field
• “I am new to MarcEdit. One thing I am interested in learning is how to
split a file based on the content of one of the Marc fields. For
example, how can I search on the content of the 856 $3 to create a
subset of records which I can then turn into a new file for import?”

41. Split a file based on contents of field
     


1. Check and correct 856 $3
2. Select Records for Edit
3. Handle records with multiple 856 fields

46. HeinOnline U.S. Federal Agency Documents, Decisions, &
Appeals Library

62. HeinOnline U.S. Federal Agency Documents, Decisions, &
Appeals Library

67. Batch processing
Convert multiple files at once:
• .mrc .mrk
• MARC  other data formats
• Task Lists

68. Batch processing
“I know the basics but would like to know batch loading and
processing. ALMA changed the way to do many things. How and what
to do would be great!”

79. MarcEdit 7: What’s new?
• Clustering
• NOT functionality in Add/Delete field
• Executable tasks (drag and drop)
• Faster link checking
• Easier conversion from JSON and XML to MARC, MARCXML
• Installation no longer requires admin access
• Improvements in: Task lists, Linked data functionality, RDA
support, accessibility

81. Thank you!
Katie Dunn
University of Wisconsin Law Library
katie.dunn@wisc.edu
Resources
• Get MarcEdit: marcedit.reeset.net
• MARCEDIT-L Listserv: tinyurl.com/MARCEDIT-L
• UIUC MarcEdit LibGuide: guides.library.illinois.edu/MarcEdit