cataloging with marcedit

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JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA Cataloging with MarcEdit Doreen Herold Lehigh University Symphony Sharon Scott Cumberland County Library System Horizon

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Presented at the 2011 SNRG Conference at Franklin & Marshall College, Lancaster, PA. Introduces MarcEdit and provides examples of its use in two different libraries using the SirsiDynix products Horizon and Symphony.

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Page 1: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Cataloging with MarcEdit

Doreen HeroldLehigh UniversitySymphony

Sharon ScottCumberland County Library SystemHorizon

Page 2: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

What is MarcEdit?Terry Reese and the 45,000 Record Clean-up

Page 3: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

What is MarcEdit?

Page 4: Cataloging with MarcEdit

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

Page 5: Cataloging with MarcEdit

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

Page 6: Cataloging with MarcEdit

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)

Page 7: Cataloging with MarcEdit

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 recordso for adding to/deleting from local catalogo editing records already in local catalog

can use MarcEdit to first extract them from the StartPage MarcEdit Z39.50/SRU Client

Page 8: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Downloading/Installing MarcEditDownload from the MarcEdit websitehttp://people.oregonstate.edu/~reeset/marcedit/html/downloads.html

Installing MarcEdit natively on a Mac (at YouTube—18+ minutes!)http://youtu.be/1QppOih-2zg

Page 9: Cataloging with MarcEdit

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

Page 10: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

ProcessProcess:• 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 YouTubevideo at: http://youtu.be/1At-mPE8x3g

Example:• Imported bib records with “a” in LDR/06 for video/sound

recordings or electronic resources

Page 11: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 1-Workflow : Search & ReplaceSharon

• Use a SQL query to identify records to be modified

• Export records to a file

Page 12: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 1-Workflow : Search & ReplaceSharon

Use MarcBreaker to convert the file from MARC records to text

Page 13: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 1-Workflow : Search & ReplaceSharon

Edit the records

Page 14: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 1-Workflow : Search & ReplaceSharon

Use MarcMaker to convertthe text file to MARC

Page 15: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 1-Workflow : Search & ReplaceSharon

Import the edited recordsinto Horizon

Page 16: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 2-Workflow : Adding a SubfieldSharon

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

Page 17: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 3-Project : Add Missing URLsDoreenAdd 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

Page 18: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 3-Project : Add Missing URLsDoreen

HOW?

• Copy Field Data• Edit Subfield

Data• Swap Fields

Page 19: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 4-Project : Deleting RecordsDoreen

Lehigh has a 200 title subscription to Safari Books Online

Page 20: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 4-Project : Deleting RecordsDoreen

Excel file with titles and ISBNs was combined with the results of a Symphony List Bibliography report

Page 21: Cataloging with MarcEdit

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Example 4-Project : Deleting Records

Page 22: Cataloging with MarcEdit

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

Page 23: Cataloging with MarcEdit

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.”

Page 24: Cataloging with MarcEdit

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