From f0a70c3197395badfcbaef084daed29bb656e165 Mon Sep 17 00:00:00 2001 From: jenmawe Date: Tue, 23 Jul 2024 13:56:14 -0400 Subject: [PATCH 01/15] Update 03-working-with-MARC-files.md Adding .dat to list, cleaned up language, adding language to cover behavior of saving preferences which can close that popup window and/or all of marcedit. --- episodes/03-working-with-MARC-files.md | 26 +++++++++++++++++++++----- 1 file changed, 21 insertions(+), 5 deletions(-) diff --git a/episodes/03-working-with-MARC-files.md b/episodes/03-working-with-MARC-files.md index 1be08d95..d0f2208c 100644 --- a/episodes/03-working-with-MARC-files.md +++ b/episodes/03-working-with-MARC-files.md @@ -1,6 +1,6 @@ --- title: Working with MARC files -teaching: 20 +teaching: 17 exercises: 1 --- @@ -40,7 +40,7 @@ MarcEdit recognizes the following MARC file types: mrc - 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. + 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. @@ -50,6 +50,14 @@ MarcEdit recognizes the following MARC file types: File format used by MarcEdit that is a human readable version of the binary file. + + + OCLC DAT binary file + + dat + + File format used by OCLC, especially on export to a local computer. The export .dat file is a binary MARC21 UTF-8 file. + MARC UTF-8 Text File @@ -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. @@ -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, select Set Defaults for either font or font size 4. Click Ok +:::::::::::::::::::::::::::::::::::::::::::::::::: + +::::::::::::::::::::::::::::::::::::::::: 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 From 235b112649d8c11a3766fc62a5abdd1f2cdb2fb2 Mon Sep 17 00:00:00 2001 From: jenmawe Date: Tue, 23 Jul 2024 14:06:55 -0400 Subject: [PATCH 02/15] Update 02-top-level-menu-features.md This adds clarification language to plugins and adds time from pilots. --- episodes/02-top-level-menu-features.md | 30 +++++++++++++------------- 1 file changed, 15 insertions(+), 15 deletions(-) diff --git a/episodes/02-top-level-menu-features.md b/episodes/02-top-level-menu-features.md index 3ffdac83..1adc1371 100644 --- a/episodes/02-top-level-menu-features.md +++ b/episodes/02-top-level-menu-features.md @@ -1,21 +1,21 @@ --- 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? :::::::::::::::::::::::::::::::::::::::::::::::::: @@ -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 @@ -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 @@ -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. @@ -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 From 46803f5de7579a10f95200b48855965acd7e62cb Mon Sep 17 00:00:00 2001 From: jenmawe Date: Tue, 23 Jul 2024 14:21:11 -0400 Subject: [PATCH 03/15] Update setup.md Adding instructions on how to enable file name extensions on PC and mac --- learners/setup.md | 23 ++++++++++++++++++++--- 1 file changed, 20 insertions(+), 3 deletions(-) diff --git a/learners/setup.md b/learners/setup.md index fde10f88..175d87ce 100644 --- a/learners/setup.md +++ b/learners/setup.md @@ -40,7 +40,7 @@ For Windows, select [Windows Build Options -> Download MarcEdit 7.5 (All Users)] - The Consolidated Installation for MarcEdit 7.5 for Windows is the only one installation option that currently supports 32-bit systems. - If the installation is being done via distributed software or via a distribution client like Microsoft's SCCM, refer to the packaging tool available on GitHub [https://github.com/reeset/marcedit\_package\_builder](https://github.com/reeset/marcedit_package_builder). -- Instructions for system administrators has been provided. Also information on managing MarcEdit installations are available [https://marcedit.reeset.net/managing-marcedit-installations](https://marcedit.reeset.net/managing-marcedit-installations). +- Instructions for system administrators have been provided. Also, information on managing MarcEdit installations is available [https://marcedit.reeset.net/managing-marcedit-installations](https://marcedit.reeset.net/managing-marcedit-installations). ### Installing MarcEdit on Mac - [Video](https://www.youtube.com/watch?v=m8TQsNhpw8I) @@ -60,7 +60,7 @@ After downloading MarcEdit and once you launch the installation the first time, - My MARC Format is: Select MARC21 - Default Recording Encoding: Select MARC21/UTF8 - Make sure "Enforce Unicode Normalization" is checked - - XML Processing Enging: Select Choose for me + - XML Processing Engine: Select Choose for me ## Downloading the data @@ -70,9 +70,26 @@ For this lesson, you need to download our sample file from the Library Carpentri - Click on download button ![](fig/downloadButton.png){alt='GitHub Download Button icon'} - The marc sample file will be saved to your local computer +## Seeing file extensions +For this lesson, it will be helpful to be able to see file extensions. + +### Enabling file extensions on a PC + +- Open File Explorer (open any folder) +- Click on the caret next to View +- Click Show +- Select File name extensions + +### Enabling file extensions on a MAC + +- Open Finder +- Select the Preferences +- Click on the Advanced tab +- Check the box "Show all filename extensions" + ## Getting help -Installation video demostrations are available for all users [https://youtu.be/FX0r7jIxeN4](https://youtu.be/FX0r7jIxeN4). +Installation video demonstrations are available for all users [https://youtu.be/FX0r7jIxeN4](https://youtu.be/FX0r7jIxeN4). If you encounter problems installing or running MarcEdit, a good source of support is the [MarcEdit mailing list and user forum](https://listserv.gmu.edu/cgi-bin/wa?A0=marcedit-l). You can also fill out the [Help Form](https://marcedit.reeset.net/contact-me). Include your operating system when searching to find the most relevant answers for your issue. From 4aeccea2fe55a10527d9ad2b85182cc223f148ae Mon Sep 17 00:00:00 2001 From: jenmawe Date: Tue, 23 Jul 2024 14:40:35 -0400 Subject: [PATCH 04/15] Update 06-manipulating-MARC-data-basics.md Ensured 2 spaces after marc field 856, cleaned up language and added language on find or find all search results window not closing automatically --- episodes/06-manipulating-MARC-data-basics.md | 37 ++++++++++++-------- 1 file changed, 22 insertions(+), 15 deletions(-) diff --git a/episodes/06-manipulating-MARC-data-basics.md b/episodes/06-manipulating-MARC-data-basics.md index d2526306..d08b1132 100644 --- a/episodes/06-manipulating-MARC-data-basics.md +++ b/episodes/06-manipulating-MARC-data-basics.md @@ -26,19 +26,26 @@ exercises: 6 ## Manipulating MARC data -We've seen how we can manually and individually edit records in the MarcEditor, however, MarcEdit provides a number of more powerful ways to manipulate our MARC data. Fields, subfields, indicators can be added, removed, or changed. Fixed fields can be corrected. Fields and subfields specific to RDA can be added while AACR2 conventions are removed. It is possible to work with a subset of MARC data and then incorporate those changes into the original whole MARC data set. The variations sometime seem endless and give more weight to the nickname of MarcEdit, the swiss army knife of MARC data. +We've seen how we can manually and individually edit records in the MarcEditor, however, MarcEdit provides a number of more powerful ways to manipulate our MARC data. Fields, subfields, and indicators can be added, removed, or changed. Fixed fields can be corrected. Fields and subfields specific to RDA can be added while AACR2 conventions are removed. It is possible to work with a subset of MARC data and then incorporate those changes into the original whole MARC data set. The variations sometimes seem endless and give more weight to the nickname of MarcEdit, the Swiss army knife of MARC data. ### Find, Find All, and Replace Like many other applications, the MarcEditor offers the ability to Find, Find All, and Replace. -Find: Find will search as a keyword what you enter into the Find window search box. This option will only search the current page in the MarcEdit. Remember that the default settings splits the MARC records into 100 for each page. Find will only search those records on the page you are currently on. +**Find**: Find will search as a keyword that you enter into the Find window search box. This option will only search the current page in the MarcEdit. Remember that the default settings split the MARC records into 100 for each page. Find will only search those records on the page you are currently on. -Find All: Find all will search for your search terms entered in the Find window search box over all the pages, or all your MARC records. +**Find All**: Find all will search for your search terms entered in the Find window search box over all the pages, or all your MARC records. -Replace: Replace works alongside Find or Find all. You have the option to Replace just those on the page or Replace all where the replace occurs on all pages in all records. +**Replace**: Replace works alongside Find or Find all. You have the option to Replace just those on the page or Replace all where the replace occurs on all pages in all records. -If you want to Find or Find all a MARC field, you will need to include the equals sign before the MARC field. For example, if you type in the search box 856, Find or Find All will search for 856 as a keyword anywhere. If there is a title such as "The Jourey of the 856 people", this will then show up in your search results. If you search for =856, it will find anything with that string. If for example there is a title with "... =856 ..." then this will also appear in the search results. Typically the equals before the MARC tage will bring up that MARC tag. +::::::::::::::::::::::::::::::::::::::::: callout + +## Find or Find All Search Results Popup Window +The popup window that has the results or your Find or Find All search will not close automatically. You will need to close this window. + +:::::::::::::::::::::::::::::::::::::::::::::::::: + +If you want to Find or Find all for a specific MARC field, you will need to include the equals sign before the MARC field. For example, if you type in the search box 856, Find or Find All will search for 856 as a keyword anywhere. If there is a title such as "The Journey of 856 people", this will then show up in your search results. If you search for =856, it will find anything with that string. If for example there is a title with "... =856 ..." then this will also appear in the search results. Typically the equals before the MARC tage will bring up that MARC tag. By extension, if you want to find a specific MARC field that have specific indicators, you will need to include 2 spaces after the MARC field as in =856 40. ::::::::::::::::::::::::::::::::::::::::: checklist @@ -47,12 +54,12 @@ If you want to Find or Find all a MARC field, you will need to include the equal 1. Go to Edit->Find (or CTRL+F) 2. In the search box in the new window, type in 856 3. Click Find -4. What results to you see? +4. What results do you see? 5. Close that window 6. Go to Edit->Find (or CTRL+F) 7. In the search box in the new window, type in =856 8. Click Find All -9. What results to you see +9. What results do you see :::::::::::::::::::::::::::::::::::::::::::::::::: @@ -60,7 +67,7 @@ If you want to Find or Find all a MARC field, you will need to include the equal ## Add a proxy to the MARC field 856 -1. Find those MARC fields 856 where there is a subfield 3 for Full text follow by a subfield u +1. Find those MARC fields 856 where there is a subfield 3 for Full text followed by a subfield u 2. Add this proxy https://proxy.edu?url= ::::::::::::::: solution @@ -80,14 +87,14 @@ If you want to Find or Find all a MARC field, you will need to include the equal ## Find and Replace -Remember to always verify that the search results of the Find or Find All. Find or Find all will search that exact phrase or string that you put into the search box either on that page (Find) or in every record (Find all). +Remember to always verify the search results of the Find or Find All and profile your data before making changes. Find or Find all will search that exact phrase or string that you put into the search box either on that page (Find) or in every record (Find all). In the example above, if you have other MARC fields 856 that have a different syntax that =856 40\$3Full text:\$u and those urls also need a proxy, the replace above will not take that into account. You will need to do another replace. :::::::::::::::::::::::::::::::::::::::::::::::::: ### Add/Delete a MARC field -To add or delete a MARC field, go to Tools in the upper menu in the MarcEditor and select Add/Delete Field. This will open a new Batch Editing Tools window. The Add/Delete Field functions are on the same menu level and you will need to select the action of either add or delete using the buttons on the right hand side. +To add or delete a MARC field, go to Tools in the upper menu in the MarcEditor and select Add/Delete Field. This will open a new Batch Editing Tools window. The Add/Delete Field functions are on the same menu level and you will need to select the action of either add or delete using the buttons on the right-hand side. In the top middle section of the window, there are two data entry fields: Field and Field Data. Enter the MARC field number you want to add or delete in the Field dialogue box. Then enter the indicators, subfields, and data in Field Data dialogue box. Remember to include the dollar sign to indicate a subfield. @@ -161,7 +168,7 @@ Within the batch editing tools, MarcEdit uses the X metacharacter to represent a ### Add, Delete, or Change information for a subfield in a MARC field -To edit subfield data within a given field, go to Tools and select Edit Subfield Data. A new Batch Editing Tools window will open (notice that this is the same window that opened for Add/Delete a field, you can also navigate between the MarcEdit Batch Editing Tools using the labels on the left hand side of the window). From here you can add a new subfield, delete a subfield, or replace text in a subfield. Set your desired subfield edit conditions by selecting the appropriate option(s) from the Search Options list. +To edit subfield data within a given field, go to Tools and select Edit Subfield Data. A new Batch Editing Tools window will open (notice that this is the same window that opened for Add/Delete a field, you can also navigate between the MarcEdit Batch Editing Tools using the labels on the left-hand side of the window). From here you can add a new subfield, delete a subfield, or replace text in a subfield. Set your desired subfield edit conditions by selecting the appropriate option(s) from the Search Options list. To add a subfield, enter the MARC field and then the subfield. The text you would like to add in that subfield is entered in Replace With box. Select New subfield only from the Search Options below and then click Replace Text. Even though you are adding a subfield, you still click Replace Text. For adding a subfield, the information that goes in that field doesn't go in the box called Field Data, see the example below. @@ -178,7 +185,7 @@ To replace text in a subfield, enter the MARC field, the subfield, the text (or As of version 7.5, you can preview all of these changes before making them. If you complete a batch edit that produces unexpected or undesirable results, you can perform a Special Undo by selecting Edit → Special Undo. -This will only on your most recent batch edit. If you perform an action after your batch edit, Special Undo will not undo your batch change but the action you just performed. +This will only act on your most recent batch edit. If you perform an action after your batch edit, Special Undo will not undo your batch change but the action you just performed. Undo and Special Undo are different. Undo undoes a manual edit whereas Special Undo undoes a bulk edit. :::::::::::::::::::::::::::::::::::::::::::::::::: @@ -241,7 +248,7 @@ Sometimes it is necessary to change one or both indicators of a MARC field. To e ## Working with MARC fixed fields -Working with fixed fields can be difficult. In the MarcEditor, you can edit one fixed field at a time using the easy editing window. If you put your cursor on that fixed field, such as an 008 or 006, then go to Edit and select Field 006 or Field 008. This will open up a window where you can edit the fixed field for that specific MARC record. To add one fixed field, put your cursor on the line where you want that fixed field inserted, go to Edit and then select Field 006 or 008. In the window, edit the fields for that specific record. +Working with fixed fields can be difficult. In the MarcEditor, you can edit one fixed field at a time using the easy editing window. If you put your cursor on that fixed field, such as an 008 or 006, then go to Edit and select Field 006 or Field 008. This will open up a window where you can edit the fixed field for that specific MARC record. To add one fixed field, put your cursor on the line where you want that fixed field inserted, go to Edit, and then select Field 006 or 008. In the window, edit the fields for that specific record. ![](fig/fixedFields.png){alt='MarcEdit fixed fields editor'} @@ -256,9 +263,9 @@ If you need to add a fixed field, you can use the Tools and select Add/Delete. Y :::::::::::::::::::::::::::::::::::::::::::::::::: -## Saving, Compiling and Version Control +## Saving and Compiling -The MARC data that you manipulate in the MarcEditor is in a human and computer readable mnemonic `.mrk` file format that was broken from the original binary `.mrc` file. You will notice that the file name of the file you're working on, displayed at top of the MarcEditor, has the file extension `.mrk`. If you look at the file in your file directory, the file icon color is blue whereas the binary `.mrc` MARC file icon is purple. +The MARC data that you manipulate in the MarcEditor is in a human and computer-readable mnemonic `.mrk` file format that was broken from the original binary `.mrc` file. You will notice that the file name of the file you're working on, displayed at the top of the MarcEditor, has the file extension `.mrk`. If you look at the file in your file directory, the file icon color is blue whereas the binary `.mrc` MARC file icon is purple. ### Saving When you save in the MarcEditor, you are saving your latest changes as a `.mrk` file. Using File → Save will save edits into your current `.mrk` file, overwriting the original. To keep a copy of your original `.mrk` data, select File → Save As and choose a new file name for your edited records. From dbc949077cbb20dca004652da5eef02f1ab94af4 Mon Sep 17 00:00:00 2001 From: jenmawe Date: Tue, 30 Jul 2024 09:54:45 -0400 Subject: [PATCH 05/15] Update 09-integrations.md New table to illustrate information needed for OCLC API and z39.50 --- episodes/09-integrations.md | 88 +++++++++++++++++++++++++++++++++---- 1 file changed, 80 insertions(+), 8 deletions(-) diff --git a/episodes/09-integrations.md b/episodes/09-integrations.md index 7d9b44fa..d2964932 100644 --- a/episodes/09-integrations.md +++ b/episodes/09-integrations.md @@ -1,6 +1,6 @@ --- title: Integrations -teaching: 10 +teaching: 15 exercises: 0 --- @@ -8,6 +8,7 @@ exercises: 0 - Explain what integrations are - Explain how integrations support advanced record actions +- Illustrate integrations with OCLC :::::::::::::::::::::::::::::::::::::::::::::::::: @@ -20,19 +21,90 @@ exercises: 0 ## Integrations -MarcEdit has the ability to interface (or integrate) with other applications. Integrations with other cataloguing utilities, such as vendor ILS and LSP systems and OCLC WorldCat, support advanced actions which can include downloading records, pushing new records or record updates, and setting holdings (OCLC WorldCat). Currently, MarcEdit can integrate with the ILS Alma, Koha, or a local ILS if you are able to connect to the host database. MarcEdit can be set up to integrate with OCLC's APIs for metadata and connect to OCLC or the Library of Congress (either UTF-8 or MARC8) Z39.50 services. +MarcEdit can interface (or integrate) with other applications. Integrations with other cataloguing utilities, such as vendor ILS and LSP systems and OCLC WorldCat, support advanced actions, including downloading records, pushing new records or record updates, and setting holdings (OCLC WorldCat). Currently, MarcEdit can integrate with the ILS Alma, Koha, or a local ILS if you can connect to the host database. MarcEdit can be set up to integrate with OCLC's APIs for metadata and connect to OCLC or the Library of Congress (UTF-8 or MARC8) Z39.50 services. For the ILS integrations you will need one or some of the following: - Host URL of the database - Username and password +- OCLC Connexion username and password - Token - -If you are setting up an integration to your ILS, it is recommended to touch base with those who have already done this. For example, for Alma, you can reach out to the Alma listserv to get guidance. - -For the OCLC API integration, you will need to request an API key with OCLC. You will need the Registry API, Metadata API, and Search API. It is recommended to consult OCLC's help page on [setting up MarcEdit OCLC integration](https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F?sl=en) as well as Terry Reese's information from his blog. - -For the Z39.50 integration, you will need to enter your username and password in the settings. For OCLC, this is your Connexion number and password. For the Z39.50 search for OCLC, there are options for the types of searches performed and translating records to UTF-8. +- API Key + +### Integration with an ILS +At this time, MarcEdit supports integrations with the ILS Alma and Koha. The ILS integration will require you to request an API key from your systems person, your ILS vendor, or your hosting vendor. You can also ask for instructions on how to set up the integration. For example, for Alma, you can reach out to the Alma listserv to get guidance or to the Alma Tech Blog on [integrating MarcEdit with Alma](https://developers.exlibrisgroup.com/blog/configure-marcedit-7-to-work-with-alma-updated-for-marcedit-7-5-116-12-17-2021/). For Koha, this [article](https://bywatersolutions.com/education/koha-tutorial-exporting-records-marcedit) from ByWater Solutions offers guidance on how to edit records in MarcEdit using the Koha MarcEdit integration. + +### Integration with OCLC's API +For the OCLC API integration, you need to [request an API key and check if your institution is eligible](https://www.oclc.org/developer/support/eligibility.en.html) for this service. If your institution is eligible, then you can request a key through [OCLC's developer network](tps://www.oclc.org/developer/develop/authentication/how-to-request-a-wskey.en.html). You can also go to Preferences from the main menu in MarcEdit, click on OCLC API Integration and then click on the "Request an OCLC Key". It is recommended to consult OCLC's help page on [setting up MarcEdit OCLC integration]([https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F?sl=en](https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F)) as well as Terry Reese's information from his blog. + +### Integration with a Z39.50 Database +Many systems rely on the Z39.50 protocol. It could be the case that your current ILS relies on it for Interlibrary loan. For this type of integration, you need the following information below. You can find this information at the Library of Congress [Gateway to Library Catalogs](https://www.loc.gov/z3950/) of [zbrary](https://www.z-brary.com/). + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
FieldValue
NameEnter a name that helps you remember which Z39.50 service you are connecting to
HostThe link to the host's Z39.50.
DatabaseEnter the name of the database
PortEnter the port number
SyntaxEnter the flavor of MARC such as USMARC
UsernameEnter a username
+ +For [OCLC](https://help.oclc.org/Metadata_Services/Z3950_Cataloging/Get_started/Configuration_guide_for_OCLC_Z39.50_Cataloging), this information looks like the following. + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
FieldValue
NameOCLC's Library Catalog
Hostzcat.oclc.org
DatabaseOLUCWorldCat
Port210
SyntaxMARC21
Username & PasswordConnexion Username of 3 numbers - 3 numbers - 3 numbers as in 100-034-090 and your Connexion Password
+ +You should be able to add multiple Z39.50 connections. :::::::::::::::::::::::::::::::::::::::: keypoints From b7aed1f8c180d002e2497d32bc2b96aafb950a1d Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:16:40 -0400 Subject: [PATCH 06/15] Update episodes/03-working-with-MARC-files.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/03-working-with-MARC-files.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/03-working-with-MARC-files.md b/episodes/03-working-with-MARC-files.md index d0f2208c..d7b0a7c2 100644 --- a/episodes/03-working-with-MARC-files.md +++ b/episodes/03-working-with-MARC-files.md @@ -40,7 +40,7 @@ MarcEdit recognizes the following MARC file types: mrc - 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. + 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. From 819c27bda59b2ef3cd8a95b088f37521f76eb97d Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:16:52 -0400 Subject: [PATCH 07/15] Update episodes/03-working-with-MARC-files.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/03-working-with-MARC-files.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/03-working-with-MARC-files.md b/episodes/03-working-with-MARC-files.md index d7b0a7c2..30898a37 100644 --- a/episodes/03-working-with-MARC-files.md +++ b/episodes/03-working-with-MARC-files.md @@ -182,7 +182,7 @@ If you change your preferences for the MarcEditor, the tool used to work with MA 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 +3. In the right-hand pane, under Set MarcEditor Font Properties, select Set Defaults 4. Click Ok From b4c4f631d7edd665713df7e96200dd9d8f25db1b Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:21:32 -0400 Subject: [PATCH 08/15] Update episodes/09-integrations.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/09-integrations.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/09-integrations.md b/episodes/09-integrations.md index d2964932..340e97a8 100644 --- a/episodes/09-integrations.md +++ b/episodes/09-integrations.md @@ -32,7 +32,7 @@ For the ILS integrations you will need one or some of the following: - API Key ### Integration with an ILS -At this time, MarcEdit supports integrations with the ILS Alma and Koha. The ILS integration will require you to request an API key from your systems person, your ILS vendor, or your hosting vendor. You can also ask for instructions on how to set up the integration. For example, for Alma, you can reach out to the Alma listserv to get guidance or to the Alma Tech Blog on [integrating MarcEdit with Alma](https://developers.exlibrisgroup.com/blog/configure-marcedit-7-to-work-with-alma-updated-for-marcedit-7-5-116-12-17-2021/). For Koha, this [article](https://bywatersolutions.com/education/koha-tutorial-exporting-records-marcedit) from ByWater Solutions offers guidance on how to edit records in MarcEdit using the Koha MarcEdit integration. +At this time, MarcEdit supports integrations with the ILS Alma and Koha. The ILS integration will require you to request an API key from your systems person, your ILS vendor, or your hosting vendor. For additional support setting up the integration, you may leverage your vendor or user group community. For example, for Alma, you can reach out to the Alma listserv to get guidance or to the Alma Tech Blog on [integrating MarcEdit with Alma](https://developers.exlibrisgroup.com/blog/configure-marcedit-7-to-work-with-alma-updated-for-marcedit-7-5-116-12-17-2021/). For Koha, this [article](https://bywatersolutions.com/education/koha-tutorial-exporting-records-marcedit) from ByWater Solutions offers guidance on how to edit records in MarcEdit using the Koha MarcEdit integration. ### Integration with OCLC's API For the OCLC API integration, you need to [request an API key and check if your institution is eligible](https://www.oclc.org/developer/support/eligibility.en.html) for this service. If your institution is eligible, then you can request a key through [OCLC's developer network](tps://www.oclc.org/developer/develop/authentication/how-to-request-a-wskey.en.html). You can also go to Preferences from the main menu in MarcEdit, click on OCLC API Integration and then click on the "Request an OCLC Key". It is recommended to consult OCLC's help page on [setting up MarcEdit OCLC integration]([https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F?sl=en](https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F)) as well as Terry Reese's information from his blog. From be6de038f345958522f93c3408c61ad878f1bc53 Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:28:37 -0400 Subject: [PATCH 09/15] Update episodes/06-manipulating-MARC-data-basics.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/06-manipulating-MARC-data-basics.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/06-manipulating-MARC-data-basics.md b/episodes/06-manipulating-MARC-data-basics.md index d08b1132..ae2e307b 100644 --- a/episodes/06-manipulating-MARC-data-basics.md +++ b/episodes/06-manipulating-MARC-data-basics.md @@ -32,7 +32,7 @@ We've seen how we can manually and individually edit records in the MarcEditor, Like many other applications, the MarcEditor offers the ability to Find, Find All, and Replace. -**Find**: Find will search as a keyword that you enter into the Find window search box. This option will only search the current page in the MarcEdit. Remember that the default settings split the MARC records into 100 for each page. Find will only search those records on the page you are currently on. +**Find**: Find will perform a keyword search for your search terms entered in the Find window search box. Each time you click "Find", you will be brought to the next instance of your search terms on the current page of the MarcEditor. Remember that the default settings split the MARC records into 100 for each page. Find will only search those records on the page you are currently on. **Find All**: Find all will search for your search terms entered in the Find window search box over all the pages, or all your MARC records. From c83661765c1740a0981e81608762df68b7cdadbd Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:28:45 -0400 Subject: [PATCH 10/15] Update episodes/06-manipulating-MARC-data-basics.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/06-manipulating-MARC-data-basics.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/06-manipulating-MARC-data-basics.md b/episodes/06-manipulating-MARC-data-basics.md index ae2e307b..36716ee8 100644 --- a/episodes/06-manipulating-MARC-data-basics.md +++ b/episodes/06-manipulating-MARC-data-basics.md @@ -34,7 +34,7 @@ Like many other applications, the MarcEditor offers the ability to Find, Find Al **Find**: Find will perform a keyword search for your search terms entered in the Find window search box. Each time you click "Find", you will be brought to the next instance of your search terms on the current page of the MarcEditor. Remember that the default settings split the MARC records into 100 for each page. Find will only search those records on the page you are currently on. -**Find All**: Find all will search for your search terms entered in the Find window search box over all the pages, or all your MARC records. +**Find All**: Find all will search for your search terms entered in the Find window search box over all the pages, or all your MARC records. When you click "Find All" a new window will open listing each instance of your search terms. Double clicking a result will take you to the result in the MarcEditor. **Replace**: Replace works alongside Find or Find all. You have the option to Replace just those on the page or Replace all where the replace occurs on all pages in all records. From 7617f175e12fab5d7aa2c9f43a782dfc664360a1 Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:29:00 -0400 Subject: [PATCH 11/15] Update episodes/06-manipulating-MARC-data-basics.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/06-manipulating-MARC-data-basics.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/06-manipulating-MARC-data-basics.md b/episodes/06-manipulating-MARC-data-basics.md index 36716ee8..edec2580 100644 --- a/episodes/06-manipulating-MARC-data-basics.md +++ b/episodes/06-manipulating-MARC-data-basics.md @@ -41,7 +41,7 @@ Like many other applications, the MarcEditor offers the ability to Find, Find Al ::::::::::::::::::::::::::::::::::::::::: callout ## Find or Find All Search Results Popup Window -The popup window that has the results or your Find or Find All search will not close automatically. You will need to close this window. +The popup window for the Find Text/Replace Text function and the secondary popup window for your Find All search results will not close automatically. You will need to close these windows when you are done performing your find/replace actions. :::::::::::::::::::::::::::::::::::::::::::::::::: From 6834972a769050bf367e3aa680925b50e1352f60 Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:29:10 -0400 Subject: [PATCH 12/15] Update episodes/06-manipulating-MARC-data-basics.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/06-manipulating-MARC-data-basics.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/06-manipulating-MARC-data-basics.md b/episodes/06-manipulating-MARC-data-basics.md index edec2580..ee5ceccc 100644 --- a/episodes/06-manipulating-MARC-data-basics.md +++ b/episodes/06-manipulating-MARC-data-basics.md @@ -40,7 +40,7 @@ Like many other applications, the MarcEditor offers the ability to Find, Find Al ::::::::::::::::::::::::::::::::::::::::: callout -## Find or Find All Search Results Popup Window +## Find Text/Replace Text and Find All Results Popup Windows The popup window for the Find Text/Replace Text function and the secondary popup window for your Find All search results will not close automatically. You will need to close these windows when you are done performing your find/replace actions. :::::::::::::::::::::::::::::::::::::::::::::::::: From b681a58ca4e549bcf7e60cf5f05d0956ebcf92ca Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:29:21 -0400 Subject: [PATCH 13/15] Update episodes/06-manipulating-MARC-data-basics.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/06-manipulating-MARC-data-basics.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/06-manipulating-MARC-data-basics.md b/episodes/06-manipulating-MARC-data-basics.md index ee5ceccc..eedbb1cb 100644 --- a/episodes/06-manipulating-MARC-data-basics.md +++ b/episodes/06-manipulating-MARC-data-basics.md @@ -87,7 +87,7 @@ If you want to Find or Find all for a specific MARC field, you will need to incl ## Find and Replace -Remember to always verify the search results of the Find or Find All and profile your data before making changes. Find or Find all will search that exact phrase or string that you put into the search box either on that page (Find) or in every record (Find all). In the example above, if you have other MARC fields 856 that have a different syntax that =856 40\$3Full text:\$u and those urls also need a proxy, the replace above will not take that into account. You will need to do another replace. +Remember to always verify the search results of the Find or Find All and profile your data before making changes. Find or Find all will search for the exact phrase or string that you put into the search box either on that page (Find) or in every record (Find all). In the example above, if your records contain MARC fields 856 with different \$3 data (for example: =856 40\$3Online Access:\$u) the replace above will not add the proxy to those 856 fields. You will need to do another replace. :::::::::::::::::::::::::::::::::::::::::::::::::: From 14734291d38ec0d4f97b93918a22ece0ce5c14d1 Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:29:45 -0400 Subject: [PATCH 14/15] Update episodes/09-integrations.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/09-integrations.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/09-integrations.md b/episodes/09-integrations.md index 340e97a8..31216f40 100644 --- a/episodes/09-integrations.md +++ b/episodes/09-integrations.md @@ -38,7 +38,7 @@ At this time, MarcEdit supports integrations with the ILS Alma and Koha. The ILS For the OCLC API integration, you need to [request an API key and check if your institution is eligible](https://www.oclc.org/developer/support/eligibility.en.html) for this service. If your institution is eligible, then you can request a key through [OCLC's developer network](tps://www.oclc.org/developer/develop/authentication/how-to-request-a-wskey.en.html). You can also go to Preferences from the main menu in MarcEdit, click on OCLC API Integration and then click on the "Request an OCLC Key". It is recommended to consult OCLC's help page on [setting up MarcEdit OCLC integration]([https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F?sl=en](https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F)) as well as Terry Reese's information from his blog. ### Integration with a Z39.50 Database -Many systems rely on the Z39.50 protocol. It could be the case that your current ILS relies on it for Interlibrary loan. For this type of integration, you need the following information below. You can find this information at the Library of Congress [Gateway to Library Catalogs](https://www.loc.gov/z3950/) of [zbrary](https://www.z-brary.com/). +Many systems rely on the Z39.50 protocol to search and exchange data. It could be the case that your current ILS relies on it for Interlibrary loan. For this type of integration, you need the following information below. You can find this information at the Library of Congress [Gateway to Library Catalogs](https://www.loc.gov/z3950/) of [zbrary](https://www.z-brary.com/). From faeab32ab6820d4bea1c377e4700ed501076f477 Mon Sep 17 00:00:00 2001 From: jenmawe Date: Fri, 9 Aug 2024 11:29:58 -0400 Subject: [PATCH 15/15] Update episodes/09-integrations.md Co-authored-by: Abigail Sparling <33765342+abigailsparling@users.noreply.github.com> --- episodes/09-integrations.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/episodes/09-integrations.md b/episodes/09-integrations.md index 31216f40..a0c8ac41 100644 --- a/episodes/09-integrations.md +++ b/episodes/09-integrations.md @@ -35,7 +35,7 @@ For the ILS integrations you will need one or some of the following: At this time, MarcEdit supports integrations with the ILS Alma and Koha. The ILS integration will require you to request an API key from your systems person, your ILS vendor, or your hosting vendor. For additional support setting up the integration, you may leverage your vendor or user group community. For example, for Alma, you can reach out to the Alma listserv to get guidance or to the Alma Tech Blog on [integrating MarcEdit with Alma](https://developers.exlibrisgroup.com/blog/configure-marcedit-7-to-work-with-alma-updated-for-marcedit-7-5-116-12-17-2021/). For Koha, this [article](https://bywatersolutions.com/education/koha-tutorial-exporting-records-marcedit) from ByWater Solutions offers guidance on how to edit records in MarcEdit using the Koha MarcEdit integration. ### Integration with OCLC's API -For the OCLC API integration, you need to [request an API key and check if your institution is eligible](https://www.oclc.org/developer/support/eligibility.en.html) for this service. If your institution is eligible, then you can request a key through [OCLC's developer network](tps://www.oclc.org/developer/develop/authentication/how-to-request-a-wskey.en.html). You can also go to Preferences from the main menu in MarcEdit, click on OCLC API Integration and then click on the "Request an OCLC Key". It is recommended to consult OCLC's help page on [setting up MarcEdit OCLC integration]([https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F?sl=en](https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F)) as well as Terry Reese's information from his blog. +For the OCLC API integration, you need to [check if your institution is eligible and request an API key](https://www.oclc.org/developer/support/eligibility.en.html) for this service. If your institution is eligible, you can request a key through [OCLC's developer network](https://www.oclc.org/developer/develop/authentication/how-to-request-a-wskey.en.html). You can also go to Preferences from the main menu in MarcEdit, click on OCLC API Integration and then click on the "Request an OCLC Key". It is recommended to consult OCLC's help page on [setting up MarcEdit OCLC integration]([https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F?sl=en](https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F)) as well as Terry Reese's information from his blog. ### Integration with a Z39.50 Database Many systems rely on the Z39.50 protocol to search and exchange data. It could be the case that your current ILS relies on it for Interlibrary loan. For this type of integration, you need the following information below. You can find this information at the Library of Congress [Gateway to Library Catalogs](https://www.loc.gov/z3950/) of [zbrary](https://www.z-brary.com/).