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MarcEdit for Everyone
Katie Dunn
Electronic Resources Librarian
University of Wisconsin Law Library
katie.dunn@wisc.edu
MarcEdit for Everyone
• What is MarcEdit?
• Basic functions
• View, edit, compile -- Field Count -- Browse data by field -- Batch Editing Tools
-- RDA Helper
• Beyond the basics
• Regular expressions --Task Lists – Scripting -- Conversion to/from other data
formats -- Accessing data sources directly in MarcEdit --Linked data support
• What’s new in MarcEdit?
• Contextual help – ILS Integration – Coming up: MarcEdit 7
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
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
• MarcEdit LibGuide (UIUC)
guides.library.illinois.edu/MarcEdit
Basic functions
• View, edit, compile
• Field Count
• Browse data by field
• Batch editing tools
• RDA Helper
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
Basic functions: viewing and editing MARC
Field Count
• What fields are present?
• In how many records?
• Are any records missing necessary fields?
Browse data by field
• Find (CTRL-F) on field name to browse
Batch editing tools
Basic functions: batch editing tools
Basic functions: batch editing tools
RDA Helper
• Enrich AACR2 or hybrid AACR2/RDA records with RDA fields
• Remove GMD
• Expand abbreviations
Beyond the basics
• Regular expressions
• Task Lists
• Scripting
• Conversion to/from other data formats
• Accessing data sources directly in MarcEdit
• Linked data support
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/
Regular Expressions: Super find/replace
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
Scripting: MarcEdit for programmers
• cmarcedit for command-line access to MarcEdit
• Scripting Wizard
• Creates editable template scripts in Perl or VBScript.
• Functionally similar to Task Lists, but scripts can be accessed from outside the
MarcEdit user interface.
• May be faster than Task Lists for very large record sets (>500 MB)
• COM and .Net APIs available
More information:
MarcEdit 101 Workshop: Session 5: Scripting within MarcEdit
http://marcedit.reeset.net/marcedit-101-workshop
Conversion between MARC and other data formats
• XML formats (MARCXML, oaimarc, oai_dc, MODS)
• Delimited text (tab-delimited, Excel, Access)
• Export to SQLite/MySQL, run SQL queries on data
• Export/import data to OpenRefine (tab-delimited or JSON)
Accessing data sources directly in MarcEdit
• Integrated Library Systems:
• Z39.50/SRU Client (query/download records only)
• ILS integration (search, update, create) (Koha, Alma)
• WorldCat (search, update, create records; set batch holdings)
• OAI-PMH Harvester
• Example workflow: Harvest Dublin Core from digital collections, convert to
brief MARC records to load in catalog
Linked data support
Link Identifiers tool: Add URIs to 1XX, 6XX, 7XX $0 subfields
• Authority sources supported: VIAF, ID.LOC.GOV, FAST, MESH
BibFrame TestBed: Convert MARC or XML data to BIBFRAME
• See what your data looks like as linked data
• Can choose serialization (data format)
What’s new in MarcEdit?
• Contextual help
• ILS integration
• Coming up: MarcEdit 7
What’s new: Contextual help
What’s new: 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
Coming up: MarcEdit 7
Suggestions welcome: MarcEdit 7 Roadmap Google Doc
Planned or in active development:
• Fully-implemented contextual help
• Improvements in:
• Reporting (User-generated reports)
• Linked data search, editing
• RDA support
• Accessibility
• Conversion from JSON and XML to MARC, MARCXML
MarcEdit 7 Roadmap (Google Doc) tinyurl.com/MarcEdit7Roadmap
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
• MarcEdit LibGuide (UIUC) guides.library.illinois.edu/MarcEdit

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MarcEdit for Everyone with Katie Dunn

  • 1. MarcEdit for Everyone Katie Dunn Electronic Resources Librarian University of Wisconsin Law Library katie.dunn@wisc.edu
  • 2. MarcEdit for Everyone • What is MarcEdit? • Basic functions • View, edit, compile -- Field Count -- Browse data by field -- Batch Editing Tools -- RDA Helper • Beyond the basics • Regular expressions --Task Lists – Scripting -- Conversion to/from other data formats -- Accessing data sources directly in MarcEdit --Linked data support • What’s new in MarcEdit? • Contextual help – ILS Integration – Coming up: MarcEdit 7
  • 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 • MarcEdit LibGuide (UIUC) guides.library.illinois.edu/MarcEdit
  • 5. Basic functions • View, edit, compile • Field Count • Browse data by field • Batch editing tools • RDA Helper
  • 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
  • 7.
  • 8. Basic functions: viewing and editing MARC
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17. Field Count • What fields are present? • In how many records? • Are any records missing necessary fields?
  • 18.
  • 19.
  • 20.
  • 21. Browse data by field • Find (CTRL-F) on field name to browse
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 28. Basic functions: batch editing tools
  • 29. Basic functions: batch editing tools
  • 30. RDA Helper • Enrich AACR2 or hybrid AACR2/RDA records with RDA fields • Remove GMD • Expand abbreviations
  • 31.
  • 32.
  • 33.
  • 34.
  • 35. Beyond the basics • Regular expressions • Task Lists • Scripting • Conversion to/from other data formats • Accessing data sources directly in MarcEdit • Linked data support
  • 36. 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/
  • 38. 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
  • 39.
  • 40.
  • 41.
  • 42. Scripting: MarcEdit for programmers • cmarcedit for command-line access to MarcEdit • Scripting Wizard • Creates editable template scripts in Perl or VBScript. • Functionally similar to Task Lists, but scripts can be accessed from outside the MarcEdit user interface. • May be faster than Task Lists for very large record sets (>500 MB) • COM and .Net APIs available More information: MarcEdit 101 Workshop: Session 5: Scripting within MarcEdit http://marcedit.reeset.net/marcedit-101-workshop
  • 43. Conversion between MARC and other data formats • XML formats (MARCXML, oaimarc, oai_dc, MODS) • Delimited text (tab-delimited, Excel, Access) • Export to SQLite/MySQL, run SQL queries on data • Export/import data to OpenRefine (tab-delimited or JSON)
  • 44. Accessing data sources directly in MarcEdit • Integrated Library Systems: • Z39.50/SRU Client (query/download records only) • ILS integration (search, update, create) (Koha, Alma) • WorldCat (search, update, create records; set batch holdings) • OAI-PMH Harvester • Example workflow: Harvest Dublin Core from digital collections, convert to brief MARC records to load in catalog
  • 45. Linked data support Link Identifiers tool: Add URIs to 1XX, 6XX, 7XX $0 subfields • Authority sources supported: VIAF, ID.LOC.GOV, FAST, MESH BibFrame TestBed: Convert MARC or XML data to BIBFRAME • See what your data looks like as linked data • Can choose serialization (data format)
  • 46. What’s new in MarcEdit? • Contextual help • ILS integration • Coming up: MarcEdit 7
  • 48. What’s new: 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
  • 49. Coming up: MarcEdit 7 Suggestions welcome: MarcEdit 7 Roadmap Google Doc Planned or in active development: • Fully-implemented contextual help • Improvements in: • Reporting (User-generated reports) • Linked data search, editing • RDA support • Accessibility • Conversion from JSON and XML to MARC, MARCXML MarcEdit 7 Roadmap (Google Doc) tinyurl.com/MarcEdit7Roadmap
  • 50. 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 • MarcEdit LibGuide (UIUC) guides.library.illinois.edu/MarcEdit

Hinweis der Redaktion

  1. MarcEdit for everyone: Anyone who works with bibliographic data. Makes working with bib data faster and more flexible Presentation for everyone: (slide) - Short orientation (basic function) for people who haven’t worked with MarcEdit before - Second-level tools for people who already use MarcEdit – some of your existing workflows might be faster or more flexible with MarcEdit.
  2. Actually a suite of tools. Retrieve data from various places? Look at TR’s features page. Screenshot of marcedit Export to / import from Open Refine?
  3. TR: Head of Digital Initiatives at The Ohio State University Libraries, very responsive! First created in 1999, labor of love. He puts his own time into it, lots of support. Great community on listserv – over 10,000 active users worldwide (http://blog.reeset.net/archives/2140) Windows, Mac, Linux
  4. Mention evaluating because it makes it really easy to skim a set of bib records in a less cumbersome way – skimming Mnemonic form vs machine-readable. Load (or reload) into catalog
  5. Basic functions: viewing and editing MARC Break .mrc into .mrk Mention evaluating because it makes it really easy to skim a set of bib records in a less cumbersome way – skimming Mnemonic form vs machine-readable.
  6. Basic functions: viewing and editing MARC Break .mrc into .mrk Mention evaluating because it makes it really easy to skim a set of bib records in a less cumbersome way – skimming Mnemonic form vs machine-readable.
  7. Basic functions: viewing and editing MARC Break .mrc into .mrk Mention evaluating because it makes it really easy to skim a set of bib records in a less cumbersome way – skimming Mnemonic form vs machine-readable.
  8. Basic functions: viewing and editing MARC Break .mrc into .mrk Mention evaluating because it makes it really easy to skim a set of bib records in a less cumbersome way – skimming Mnemonic form vs machine-readable.
  9. It’s just a text file Notice that the fields are represented by equal sign followed by field name. Easy to manipulate.
  10. End of one record, beginning of another - One record follows another
  11. Once you’ve made all the edits you want (will go over this later), compile back to .mrc so you can load into ILS.
  12. Once you’ve made all the edits you want (will go over this later), compile back to .mrc so you can load into ILS.
  13. Once you’ve made all the edits you want (will go over this later), compile back to .mrc so you can load into ILS.
  14. Once you’ve made all the edits you want, compile back to .mrc so you can load into ILS. Could also name this the same thing as your first marc file.
  15. Reports
  16. Reports
  17. Only 427 of field 338 – might want to find out what’s happening there.
  18. Mention evaluating because it makes it really easy to skim a set of bib records in a less cumbersome way – skimming Mnemonic form vs machine-readable. Load (or reload) into catalog
  19. Browsing data in a field (CTRL-F)
  20. Browsing data in a field (CTRL-F)
  21. Sort alphabetically by field contents (indicators first, though)
  22. Sort alphabetically by field contents (indicators first, though)
  23. Make bullets
  24. Tons of useful options for each of these.
  25. Note that use of regular expressions is possible.
  26. Show customization of expanded abbreviations - List of fields and abbreviation expansions are customizable.
  27. These are just the things I’ve found most helpful in my workflows… other tools may be more useful to you, depending on what you’re doing RPI XSLT workflow. Scripting, getting more advanced with my regular expressions. Power users
  28. [] Character class
  29. Macro
  30. Simple task list Actions
  31. Each of the tasks in a task list is created/edited using the same interface you’d use to do it manually.
  32. Can be more complex – particularly useful for processing sets of vendor-supplied records.
  33. Name of these fields?
  34. Contextual help / shortcuts: http://blog.reeset.net/archives/2150 Searches: help documentation, functions and menu items, task lists Takes you directly to function, menu item, task list Worth updating MarcEdit!
  35. ILS Integration - http://blog.reeset.net/archives/2133 - III doesn’t have an API that can handle bib record operations) - SirsiDynix has an API, but it’s not open, so he won’t work with it (you can write your own plugin, though)
  36. ILS Integration - http://blog.reeset.net/archives/2133 - III doesn’t have an API that can handle bib record operations) - SirsiDynix has an API, but it’s not open, so he won’t work with it (you can write your own plugin, though)
  37. (downloads, news, documentation) Listserv: friendly Libguide – more detail (and screenshots ) than Terry’s documentation.