OLC Batch Edit Panel: Specialized Tools for Batch Editing MarcEditPANEL

TERRY REESE, REESE.2179@OSU.EDU; REESET@GMAIL.COM

Merge Records Tool Allows users to merge MARC data from two files

Allows users to merge unique data, selected data and all data.

Merge Records Tool• Characteristics of the Tool• By default, the tool assumes records to be merged come from two separate files, though…• And option exists that allows the tool to merge duplicate records in the same file together• Tool has multiple matching methods• Control number• ISBN• ISSN• LCCN• MARC21 • MARC21 is the recommended process for Dedup

• MARC21 algorithm can be configured, turning match points on and off.

Merge Records Tool• Characteristics of the Tool• Three merging methods• Merge all data (overwrites all existing field data with data from the file to merge)• Merge Unique data (captures *all* unique data)• Selected data merge (select fields to merge)

Record Deduplication MarcEdit provides a simple dedup tool that can:

◦ Dedup on a defined control field (any field)◦ Dedup on a transaction field (or using an

additional transaction field)

Output◦ Removes all duplications and saves the

duplications to a file◦ Prints just unique items within the file (i.e.,

those without a duplicate pair)

Editing MARC MarcEditor

◦ Supports a number of global editing functions:◦ Find/Replace functionality◦ Globally Add/Delete MARC fields◦ Globally Edit Subfield data

◦ Conditionally add/remove field data◦ Globally Edit Indicator data◦ Globally Swap field data◦ Record Deduplication◦ Record Sorting◦ Call Number Generator◦ Automation

Specialized Tools Edit Subsets of Records:

◦ Tool allows users to extract subsets of a file, make changes, and save them back into the original file.

Edit Shortcuts:◦ Edit shortcuts represent tools that answer specialized questions, that don’t rise to the level of having

complete global editing functions. Examples, case conversion, Find records missing a field or subfield, etc.

Moving data between MarcEdit and the Web◦ MarcEdit can convert clipboard content into MARC8 or UTF8 so data can be moved between different

applications.

Task Automation Tool New to MarcEdit 5.2, Task Automations

◦ Task automation provides a way for non-programmers to create defined task lists that can then be executed automatically

◦ The different between a task and a macro is that MarcEdit tasks essentially function like the user was calling specific functions within MarcEdit.

◦ Anything that you can do in the MarcEditor, you can automate as a task.

Task Automation Managing Tasks

◦ Task management works like macro management

◦ You can◦ Create new tasks◦ Clone tasks◦ Rename tasks◦ Delete tasks◦ Edit tasks

Task Automation Demo Additional Information:

◦ Youtube: ◦ Introduction to task automation: http://www.youtube.com/watch?v=gmqTGfTubU4◦ Introduction to new task automation functions: http://www.youtube.com/watch?v=fnorN0MFFN0

Working with OCLC Connexion The MarcEdit Connexion plugin allows users to interact with the Connexion local file, make edits, and then save the data back to Connexion’s local file.

◦ Caveat – when running on 64-bit systems, you must use MarcEdit’s 32-bit Mode (main window option)

Interested in Learning More?• Tomorrows MarcEdit session will focus primarily on Batch RDA processing, integration with OCLC’s web

services, and working with non-MARC data

• Join the MarcEdit Listserv: https://listserv.gmu.edu/cgi-bin/wa?SUBED1=marcedit-l&A=1

• Contact me directly: reeset@gmail.com

• YouTube Channel: http://www.youtube.com/playlist?list=PLrHRsJ91nVFScJLS91SWR5awtFfpewMWg