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Merge branch 'LibraryCarpentry:main' into episode05_reports
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jenmawe authored Aug 12, 2024
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30 changes: 15 additions & 15 deletions episodes/02-top-level-menu-features.md
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---
title: Getting Started with MarcEdit
teaching: 20
teaching: 17
exercises: 3
---

::::::::::::::::::::::::::::::::::::::: objectives

- Locate top level menu features
- Explain the top level menu features
- Locate top-level menu features
- Explain the top-level menu features

::::::::::::::::::::::::::::::::::::::::::::::::::

:::::::::::::::::::::::::::::::::::::::: questions

- How is MarcEdit organized?
- What are the top level features?
- Where are the top level features located?
- What are the top-level features?
- Where are the top-level features located?

::::::::::::::::::::::::::::::::::::::::::::::::::

Expand All @@ -27,7 +27,7 @@ When you launch MarcEdit, the main window opens. From here, you can access the s

### MarcEdit Main Window: Top Level Menu

In the main window top level menu, there are three options: Tools, Plug-ins, and Help.
In the main window top-level menu, there are three options: Tools, Plug-ins, and Help.

### Tools

Expand All @@ -36,24 +36,24 @@ The Tools menu allows you to access a number of different basic and advanced fea
- 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
- 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

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.
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.

#### Preferences

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, 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.
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.

::::::::::::::::::::::::::::::::::::::: checklist

## Let's add a shortcut to our main window

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
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


Expand All @@ -68,7 +68,7 @@ In MarcEdit, Preferences allow you to configure the main window and various tool
## Solution

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
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.


Expand All @@ -79,15 +79,15 @@ In MarcEdit, Preferences allow you to configure the main window and various tool

### Plug-Ins

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).
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.

### Help

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.
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.

### History

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.
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.

:::::::::::::::::::::::::::::::::::::::: keypoints

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26 changes: 21 additions & 5 deletions episodes/03-working-with-MARC-files.md
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---
title: Working with MARC files
teaching: 20
teaching: 17
exercises: 1
---

Expand Down Expand Up @@ -40,7 +40,7 @@ MarcEdit recognizes the following MARC file types:
</td>
<td>mrc
</td>
<td>File format typically used in an ILS or LSP. Other file extensions provided by vendors (ex. marc, dat, bin) are equivalent. Binary is format consisting of a series of sequential bytes, each of which is eight bits in length.
<td>File format typically used in an ILS or LSP. Other file extensions provided by vendors (ex. marc, dat, bin) are equivalent. Binary is a format consisting of a series of sequential bytes, each of which is eight bits in length.
</td>
</tr>
<tr>
Expand All @@ -50,6 +50,14 @@ MarcEdit recognizes the following MARC file types:
</td>
<td>File format used by MarcEdit that is a human readable version of the binary file.
</td>
</tr>
<tr>
<td>OCLC DAT binary file
</td>
<td>dat
</td>
<td>File format used by OCLC, especially on export to a local computer. The export .dat file is a binary MARC21 UTF-8 file.
</td>
</tr>
<tr>
<td>MARC UTF-8 Text File
Expand Down Expand Up @@ -164,7 +172,7 @@ The MarcEditor divides a file of MARC records into 'pages' of 100 records. You c

You can adjust the number of records displayed per 'page' through the MarcEditor preferences which can be accessed through the Edit → Preferences menu option from the MarcEditor, or through the 'Settings' icon on the opening screen of MarcEdit.

Within the MarcEditor preferences you can adjust the font and font size within the MarcEditor. You can also set your character encoding defaults. If you navigate to File Associations within the Preferences window, you can select Associate (`*.mrc`) files with the MarcBreaker and Associate (`*.mrk`) files with the MarcEditor. Setting these file associations will make it easy to break `.mrc` files and edit `.mrk` files.
Within the MarcEditor preferences, you can adjust the font and font size within the MarcEditor. You can also set your character encoding defaults. If you navigate to File Associations within the Preferences window, you can select Associate (`*.mrc`) files with the MarcBreaker and Associate (`*.mrk`) files with the MarcEditor. Setting these file associations will make it easy to break `.mrc` files and edit `.mrk` files.

If you change your preferences for the MarcEditor, the tool used to work with MARC data, you can always go back to the default settings.

Expand All @@ -173,11 +181,19 @@ If you change your preferences for the MarcEditor, the tool used to work with MA
## Reset settings for the MarcEditor in Preferences

1. Click Edit → Preferences
2. Select "MarcEditor" in the Preferences window in the left hand pane
3. In the right hand pane, select Set Defaults for either font or font size
2. Select "MarcEditor" in the Preferences window in the left-hand pane
3. In the right-hand pane, under Set MarcEditor Font Properties, select Set Defaults
4. Click Ok


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::::::::::::::::::::::::::::::::::::::::: callout

## Behavior when you reset your preferences and other popup windows

When you click Ok to reset preferences, there is a chance that the popup window for Preferences and/or even MarcEdit main menu will close. If the MarcEdit main menu closes, sometimes it will reopen. If it does not, then click on MarcEdit again on your desktop to reopen the application. It should be noted that not all popup windows will close automatically such as Find, Replace, or the MarcValidator. However, the Select Records for Edit temporary editor will close if you click Save. These idiosyncracies for each will be covered in their upcoming episodes.

::::::::::::::::::::::::::::::::::::::::::::::::::

:::::::::::::::::::::::::::::::::::::::: keypoints
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