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| --- | ||
| title: Introduction to MarcEdit | ||
| teaching: 10 | ||
| exercises: 0 | ||
| --- | ||
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| ::::::::::::::::::::::::::::::::::::::: objectives | ||
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| - Explain what the MarcEdit software does | ||
| - Explain how the MarcEdit software can help work with library bibliographic data and library MARC files | ||
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| :::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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| :::::::::::::::::::::::::::::::::::::::: questions | ||
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| - What is MarcEdit? | ||
| - What can MarcEdit do? | ||
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| :::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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| ## What is MarcEdit? | ||
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| MarcEdit is a suite of tools created and maintained by Terry Reese. The tools together form the MarcEdit software. These tools provide numerous functions which can be used to create, edit, and manipulate library metadata, particularly, though not limited to, records in a variety of MARC formats and standards. In this way, the MarcEdit software is MARC agnostic and can work with Unimarc or MARC21. MarcEdit can be used to: | ||
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| - make small, single, edits to individual MARC records | ||
| - make edits across many MARC records at a single time | ||
| - automate common edits/processes | ||
| - validate your data against defined MARC rules | ||
| - convert data between different formats | ||
| - enhance your data | ||
| - pull data from external sources | ||
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| The features offered by the suite of MarcEdit tools continue to evolve, with new features added as the software is updated by Terry Reese. [A comprehensive list of features](https://marcedit.reeset.net/features) is available on the MarcEdit website. | ||
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| Although the ability to create, view and edit MARC records is built into many pieces of library and bibliographic management software, MarcEdit is particularly flexible and powerful for manipulating MARC data in bulk. With MarcEdit's wide-ranging functionality and integration into other library software and services, it is a very powerful toolkit for anyone working with bibliographic data. | ||
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| ## MarcEdit's Primary Features | ||
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| ### Profiling MARC Data | ||
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| Before working with any data file, it is advantageous to understand that data. MarcEdit can help you answer common questions you might have of your data, such as: How many records are in the file? Does the file contain MARC data that describes only books, and are those books print and/or electronic? Do the records follow national metadata standards and best practices needed for your local systems? | ||
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| Getting a profile of the MARC data in your file can help you make a plan on what changes need to be made to the file. Further, it can help you automate some of the changes if this type of file is one that you work with often. | ||
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| ### Manipulating MARC Data | ||
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| MarcEdit is like the Swiss army knife for MARC data. You can perform single (one record) or global (all records) edits such as adding or deleting MARC fields, subfields and indicator values. Other edit functions include building fields using MARC data from other fields, or changing the case of data in a field. You can also run functions that update your MARC data to the content standard Resource Description and Access (RDA) or assign OCLC's FAST subject headings to records in the file. | ||
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| ### Tasks and Automation | ||
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| If you have a list of changes to make, MarcEdit allows you to package these together to be run one after another in Tasks. These packages of changes can then be saved for future use. This is one of the ways to automate your work, making manipulating your MARC data easier and quicker. | ||
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| ### Integrations | ||
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| MarcEdit can integrate with OCLC's WorldCat and Ex Libris' Alma library system platform. Thanks to these integrations, you can retrieve records from external services, manipulate the records, and then push the changes back to the system integration of your choice. | ||
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| Using MarcEdit you can harvest [OAI or Open Archives Initiative for Harvesting Metadata Protocol](https://www.openarchives.org/pmh/) Dublin Core or MARC21 records. Though not necessarily an integration, harvested records can also be manipulated. | ||
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| ### Regular Expressions | ||
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| MarcEdit allows for the use of regular expressions in many of its MARC data manipulation features. Regular expressions are a sequence of text to identify a search pattern. This is a powerful tool that allows greater flexibility when manipulating MARC data. | ||
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| ## Getting help | ||
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| If you encounter problems installing MarcEdit or using a MarcEdit feature, a good source of support is the [MarcEdit mailing list](https://listserv.gmu.edu/cgi-bin/wa?A0=marcedit-l). [The MarcEdit website has a list of places where you can get help using the software](https://marcedit.reeset.net/help) including: | ||
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| - [The MarcEdit Knowledgebase](https://marcedit.reeset.net/archives/category/knowledge_base) | ||
| - [The MarcEdit 101 Webinar](https://marcedit.reeset.net/marcedit-101-workshop) | ||
| - [A set of video tutorials on YouTube](https://www.youtube.com/playlist?list=PLrHRsJ91nVFScJLS91SWR5awtFfpewMWg) | ||
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| :::::::::::::::::::::::::::::::::::::::: keypoints | ||
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| - MarcEdit is a tool for working with bibliographic metadata, specifically in the MARC format | ||
| - MarcEdit can be used to open, review and edit MARC files | ||
| - MarcEdit provides advanced features and integrations to support the manipulation of MARC files | ||
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| :::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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| Original file line number | Diff line number | Diff line change |
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| --- | ||
| title: Getting Started with MarcEdit | ||
| teaching: 17 | ||
| exercises: 3 | ||
| --- | ||
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| ::::::::::::::::::::::::::::::::::::::: objectives | ||
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| - Locate top-level menu features | ||
| - Explain the top-level menu features | ||
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| :::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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| :::::::::::::::::::::::::::::::::::::::: questions | ||
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| - How is MarcEdit organized? | ||
| - What are the top-level features? | ||
| - Where are the top-level features located? | ||
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| :::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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| ## Getting Started with MarcEdit | ||
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| ## Top Level Menu Features | ||
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| When you launch MarcEdit, the main window opens. From here, you can access the suite of MarcEdit tools, features, plug-ins, quick links, or help. | ||
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| ### MarcEdit Main Window: Top Level Menu | ||
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| In the main window top-level menu, there are three options: Tools, Plug-ins, and Help. | ||
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| ### Tools | ||
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| The Tools menu allows you to access a number of different basic and advanced features. Features to highlight include: | ||
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| - Preferences | ||
| - The MarcEdit regular expression store | ||
| - OAI Harvester | ||
| - Export either MARC records or records reformatted as a text delimited csv (comma-separated value) or tsv (tab-separated value) file | ||
| - MARC Processing Tools: MARCsplit, MARCcompare, MARCjoin, MARCmerge, find duplicate records, RDA Helper, or MARCValidator | ||
| - Delimited Text Translator | ||
| - Utilities that include a verify URL tool | ||
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| One thing you'll notice is that there are both shortcuts, linked icons, and menu options that lead to the same features or tools. For example, to update your preferences, you can go to Tools → Preferences, use the keyboard shortcut of Ctrl+Shift+P, or click on the gearbox in the upper left-hand corner of the main window. | ||
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| #### Preferences | ||
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| In MarcEdit, Preferences allow you to configure the main window and various tools, such as the MarcEditor (the tool used to manipulate MARC data). For example, you can change the font, and font size, or select your most frequently used tools to display as shortcuts in the main window. In Preferences, you can also configure settings for other tools beyond the main window menu such as the MarcEditor where you can update the default character encoding for records that are opened in this tool (such as MARC8 or UTF-8), integrations with OCLC, or accessibility settings. | ||
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| ::::::::::::::::::::::::::::::::::::::: checklist | ||
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| ## Let's add a shortcut to our main window | ||
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| 1. Click on the gearbox in the top left corner or go to Tools → Preferences | ||
| 2. Select "Main Window" in the Preferences window in the left-hand pane | ||
| 3. In the right-hand pane, select RDA Helper | ||
| 4. Click Ok | ||
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| :::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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| ::::::::::::::::::::::::::::::::::::::: challenge | ||
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| ## Name three other tools or features that can be changed in Preferences. | ||
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| ::::::::::::::: solution | ||
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| ## Solution | ||
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| 1. Click on the gear icon in the main window or go to Tools → Preferences | ||
| 2. In the left-hand pane, look at the names there | ||
| 3. Tools or features that can be changed in Preferences: Main Window, Bibframe, MarcEditor, MARCEngine, Ease of Use, File Associations, Language, Locations, Other, Updates, Configure Watcher, ILS Integration, OCLC API Integration. | ||
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| ::::::::::::::::::::::::: | ||
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| :::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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| ### Plug-Ins | ||
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| There are a number of useful plugins that can be added to MarcEdit to extend its functionality. An example is the MARC to [KBART or Knowledge bases and related tools](https://www.niso.org/standards-committees/kbart/kbart-frequently-asked-questions) converter. You can find more information on plugins on the [MarcEdit Plugin page](https://marcedit.reeset.net/managing-plugins-in-marcedit). To enable these and see the list in the MarcEdit main menu, click on Plug-ins and then select Plugin Manager. In the popup Plugin Manager window, you can select any of the plug-ins and then click Save. It should be noted that administrative permissions are not needed to enable plug-ins. When you click Save, only that Plugin Manager window closes and there is no need to close and reopen the MarcEdit application. | ||
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| ### Help | ||
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| This top-level menu Help allows you to find information on updates, about your current MarcEdit installation, and links out to video tutorials or online help. | ||
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| ### History | ||
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| MarcEdit remembers what you did last. You can see this history in the Quick Links section which is a drop-down of features and tools you frequently use. Although not related to a history of what you did last in MarcEdit, the "What would you like to do?" box in the upper right-hand corner is convenient for quickly finding tools and features in MarcEdit. | ||
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| :::::::::::::::::::::::::::::::::::::::: keypoints | ||
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| - MarcEdit offers the ability to add shortcuts to the main window | ||
| - MarcEdit allows you to set preferences for features and tools such as the main window or the MarcEditor | ||
| - Preferences can be accessed using the gearbox icon and selecting Tools → Preferences, or by using the keyboard shortcut Ctrl+Shift+P | ||
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| :::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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