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Snrg2011 6.15.1.114 herold_scott
1. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Cataloging with MarcEdit
Doreen Herold
Lehigh University
Symphony
Sharon Scott
Cumberland County Library System
Horizon
2. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
What is MarcEdit?
Terry Reese and the 45,000 Record Clean-up
4. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Why use MarcEdit? Terry says…
MarcEdit supports character set conversions – and lots of them
See http://youtu.be/xkmvur4q9kg
5. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Why use MarcEdit? Terry says…
MarcEdit can catch and correct errors
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
6. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Why use MarcEdit? Terry says…
All the MarcEditor functions support Regular expressions, making them
extremely powerful
MarcEdit’s Task Automation (http://youtu.be/gmqTGfTubU4) is the latest
“killer feature” because it provides the ability to chain lots of operation
together and run them with a single keystroke
MarcEdit can be updated automatically (Tools Settings Updates tab)
7. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Why use MarcEdit?
• Converting records from UTF-8 (Unicode) to MARC-8 (or vice
versa; see http://youtu.be/xkmvur4q9kg )
• Can create an original record from scratch
o from the MarcEditor File New
• Editing batches of records
o for adding to/deleting from local catalog
o editing records already in local catalog
can use MarcEdit to first extract them
from the StartPage MarcEdit Z39.50/SRU Client
8. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Downloading/Installing MarcEdit
Download from the MarcEdit website
http://people.oregonstate.edu/~reeset/marcedit/html/downloads.html
Installing MarcEdit natively on a Mac (at YouTube—18+ minutes!)
http://youtu.be/1QppOih-2zg
9. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Where do the records come from?
Vendors
• MARC records
• Text/Excel file
• Other formats
MarcEdit’s conversion tool
Locally
• Create your own records in
MarcEdit
• SQL query
• API
• Canned report
Symphony: Extract Keys for Marc
Export/MARC Export
• Z39.50 Client in MarcEdit
10. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Process
Process:
• Identify potential bib records
• Export those bib records to a file
• Use MarcBreaker to convert the records to text
• Edit the codes/subfields
• Use MarcMaker to covert the edited records to MARC
• Import the edited records
See the MarcEdit Basics YouTube
video at: http://youtu.be/1At-mPE8x3g
Example:
• Imported bib records with “a” in LDR/06 for video/sound
recordings or electronic resources
11. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 1-Workflow : Search & Replace
Sharon
•Use a SQL query to
identify records to be
modified
•Export records to a file
12. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 1-Workflow : Search & Replace
Sharon
Use MarcBreaker to convert the
file from MARC records to text
13. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 1-Workflow : Search & Replace
Sharon
Edit the records
14. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 1-Workflow : Search & Replace
Sharon
Use MarcMaker to convert
the text file to MARC
15. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 1-Workflow : Search & Replace
Sharon
Import the edited records
into Horizon
16. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 2-Workflow : Adding a Subfield
Sharon
Example:
• Adding a GMD to
imported records
Field: 245
Subfield: [a,p,n,^c,b]
Field Data: =:/.
Replace with: $h[electronic resource]
[x] Add subfield if not present
17. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 3-Project : Add Missing URLs
Doreen
Add Missing URLs to 7,000+ Records for Early American Imprints
•Extracted records from Symphony using "Extract Keys for Marc
Export" report and the MARC Export utility
•Used MarcEdit's Batch Editing Tools to turn this:
926 _ _ |aLEHIGH|bWWW|cElectronic Book no.24847|dONLINE|f1
into this
856 41 |uhttp://opac.newsbank.com/select/evans/24847|zAvailable to
Lehigh users
18. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 3-Project : Add Missing URLs
Doreen
HOW?
• Copy Field
Data
• Edit Subfield
Data
• Swap Fields
19. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 4-Project : Deleting Records
Doreen
Lehigh has a 200 title subscription to Safari Books Online
20. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 4-Project : Deleting Records
Doreen
Excel file with titles and ISBNs was combined with the results
of a Symphony List Bibliography report
21. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Example 4-Project : Deleting Records
22. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
How to Learn More About MarcEdit
• MarcEdit website:
http://people.oregonstate.edu/~reeset/marcedit/html/index.php
• Terry's Worklog:
http://people.oregonstate.edu/~reeset/blog/groups/marcedit
• MARCEDIT-L discussion list:
http://metis3.gmu.edu/cgi-bin/wa?A0=MARCEDIT-L
• YouTube: http://www.youtube.com/user/tpreese
23. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Thank You, Terry
“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.”
24. JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
Bibliography
• Reese, Terry. "About MarcEdit."
http://people.oregonstate.edu/~reeset/marcedit/html/about.html.
• "The Whiz Kid--Terry Reese."Library Journal, March 15, 2005,
http://www.libraryjournal.com/article/CA510568.html (accessed June
6, 2011).
• Reese, Terry. “Editing Records with the MarcEditor.”
http://www.carli.illinois.edu/mem-serv/mem-
train/101025marcedit/MarcEdit_section_three.pdf
Hinweis der Redaktion
Terry Reese of Oregon State University had been developing an alternative program to the Library of Congress's MARCBreaker/MARCMakr program in the early 2000s. Around that time, 45,000 records in Oregon State University’s catalog were found to have erroneous call numbers. The need to correct them quickly and efficiently influenced the fast development of MarcEdit.
MarcEdit has a wealth of tools for metadata creation, editing, and harvesting. Many of these I haven’t used myself and the menus we’ll show you here do not cover all of the tools available in MarcEdit. We’ll show you more when we give you examples of how we’ve used MarcEdit. But, to give you an idea of the tools in MarcEdit, let’s take a quick look at the some of the menu options.
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 http://opac.newsbank.com/select/evans/ I 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 WorldCat Lehigh has a 200 title subscription to Safari Books Online Batch 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.