Summary and Schedule
This Library Carpentry lesson introduces people working in library- and information-related roles to working with MARC data in MarcEdit. At the conclusion of the lesson you will understand what the MarcEdit software does and how to use the MarcEdit software to work with MARC data files.
Prerequisites
This lesson requires a basic knowledge of the MARC21 standard.
| Setup Instructions | Download files required for the lesson | |
| Duration: 00h 00m | 1. Introduction to MarcEdit |
What is MarcEdit? What can MarcEdit do? |
| Duration: 00h 10m | 2. Getting Started with MarcEdit |
How is MarcEdit organized? What are the top-level features? Where are the top-level features located? |
| Duration: 00h 30m | 3. Working with MARC files |
What is a MARC binary file? What does it mean to break and make a MARC file and how do I open a file of MARC records in MARCedit? Why is encoding important? How does the MarcEditor display MARC records? |
| Duration: 00h 48m | 4. Layout of the MarcEditor |
What is the MarcEditor? How are MARC files organized in the MarcEditor |
| Duration: 00h 58m | 5. Profiling Your MARC data |
How do I use different reports to get an overview of my MARC
file? How do I locate errors in my records? How do I use the Edit Shortcuts tool to identify and fix common errors? |
| Duration: 01h 13m | 6. Manipulating MARC data basics |
How can MARC data be manipulated? How can fields, subfields, and/or indicators be added, changed, or removed? How can fixed fields be manipulated? What is the difference between save and compile? |
| Duration: 01h 59m | 7. Manipulating MARC data advanced |
How can the Edit Shortcuts features be used to manipulate data? How can Build New Field be used to combine elements from existing MARC fields into a new field? How can the RDA Helper be used? How can Select Records for Edit be used to manipulate a subset of your MARC file? :::::::::::::::::::::::::::::::::::::::::::::::::: |
| Duration: 02h 42m | 8. Tasks and Automation |
What are tasks? How do you manage and create new tasks? How do you run tasks? |
| Duration: 03h 04m | 9. Integrations |
What are integrations? What work can integrations support? |
| Duration: 03h 19m | 10. Regular Expressions |
What are regular expressions? Where and how can you use regular expressions in the MarcEditor? What types of edits can you accomplish with regular expressions? |
| Duration: 03h 54m | Finish |
The actual schedule may vary slightly depending on the topics and exercises chosen by the instructor.
Getting Ready
You need to install the latest version of MarcEdit and download a data file to follow this lesson. If you are using an older version of MarcEdit, it is recommended you upgrade to the latest version which may be beyond what was tested for this lesson.
Downloading MarcEdit
MarcEdit is a free, open-source application. You can download MarcEdit from https://marcedit.reeset.net/downloads. This lesson has been tested with the following versions: MarcEdit 7 (specifically 7.6.3) for Windows and MarcEdit 3 for MacOS. It should be highlighted that MarcEdit is frequently updated and these instructions might have been tested on a slightly earlier version.
Plug-Ins and Packages
Packages, along with associated system requirements, are available on https://marcedit.reeset.net/downloads for Windows and MacOS.
System Requirements for Mac and Windows
System requirements for MarcEdit 7/MarcEdit MacOS 3 https://marcedit.reeset.net/downloads:
- Operating system: Vista (32 & 64-bit), MacOS 10.10+
- RAM: 8MB minimum; 32 MB+ is recommended
- Disc space for Windows: 34 MB (setup); 15 MB (application)
- Disc space for MacOS: 60 MB (setup); 150 MB (installed)
- For Windows, Windows .NET 4.7.2+ is required.
- For MacOS, Installer, where all dependencies are packaged and installed, is required.
Determining if your system is 32 or 64-bit
- MacOS: Select the About This Mac option in the Apple menu. On the About This Mac window, click the Systems Report below the information in the Overview. Click on Hardware. In the Hardware Overview in the top left column, you will see the processor name to determine if it’s a 32-bit or 64-bit CPU.
- Windows: In the Start menu, type in About to get About Your PC. In Device Specifications, the system type will tell you if it’s a 32 or 64-bit CPU.
Installing MarcEdit On Windows - Video
For Windows, select Windows Build Options -> Download MarcEdit 7.5 (All Users). The Windows User Only Installation should work for the majority of participants. If you will be using a communal computer, and expect MarcEdit to be used by a number of users on that machine, read through the “Windows Build Options” pop-up to decide the best installation option for you. You can also view this video tutorial for this type of advanced installation called the consolidated option.
Notes for Windows 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.
- Instructions for system administrators have been provided. Also, information on managing MarcEdit installations is available https://marcedit.reeset.net/managing-marcedit-installations.
Installing MarcEdit on Mac - Video
For MacOS, select “MacOs”. Unzip the package and follow the MacOS instructions.
Running MarcEdit for the First Time: The Setup Wizard - Video
After downloading MarcEdit and once you launch the installation the first time, you will be asked to go through the setup wizard. This wizard will ask you to configure the default font, font size, and recommended theme. The wizard will then ask you to configure the MARC standard and file standard being used.
- Click on “Let’s get started”
- MarcEdit Appearance
- Default font: Select your preferred font
- Application font size: Select your preferred font size
- Recommended Theme: Select default
- MarcEdit Data Settings
- My MARC Format is: Select MARC21
- Default Recording Encoding: Select MARC21/UTF8
- Make sure “Enforce Unicode Normalization” is checked
- XML Processing Engine: Select Choose for me
Downloading the data
For this lesson, you need to download our sample file from the Library Carpentries MarcEdit GitHub repository. Go to the GitHub page to download the sample data file called marc_sample_data.mrc. Then, click the download button on the right hand side. This MARC file follows the MARC21 standard and is encoded in UTF-8.
- Click on this link
- Click on download button
- 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.
Getting help
Installation video demonstrations are available for all users 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. You can also fill out the Help Form. Include your operating system when searching to find the most relevant answers for your issue.
You may also want to check the Videos or the MarcEdit Knowledge Base.