Summary and Schedule
ATTENTION This is an experimental test of The Carpentries Workbench lesson infrastructure. It was automatically converted from the source lesson via the lesson transition script.
If anything seems off, please contact Zhian Kamvar zkamvar@carpentries.org
Under Design
This lesson is currently in its early design stage; please check the repository issues and pull requests to see what we have so far. 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. Contributions are very welcome
{% comment %} This is a comment in Liquid {% endcomment %}
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 33m | 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 54m | 4. Layout of the MarcEditor |
What is the MarcEditor? How are MARC files organized in the MarcEditor |
| Duration: 01h 04m | 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 19m | 6. Manipulating MARC data |
How can MARC data be manipulated? How can fields, subfields, and/or indicators be added, changed, or removed? How can the RDA Helper be used? How can fixed fields be manipulated? How can Select Records for Edit be used to manipulate a subset of your MARC file? What is the difference between save and compile? |
| Duration: 01h 44m | 7. Tasks and Automation |
What are tasks? How do you manage and create new tasks? How do you run tasks? |
| Duration: 02h 06m | 8. Integrations |
What are integrations? What work can integrations support? |
| Duration: 02h 16m | 9. 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: 02h 51m | Finish |
The actual schedule may vary slightly depending on the topics and exercises chosen by the instructor.
Getting ready
You need to install 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 tested version.
Installing and running 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 7.5.21.153) for Windows and MarcEdit 3 for MacOS.
Packages, along with associated system requirements, are available on https://marcedit.reeset.net/downloads for Windows and MacOS.
To download the current version for MacOS
For MacOS, select “MacOs”.
To download the current version for Windows
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 these video tutorials for this type of advanced installation.
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 has been provided. Also information on managing MarcEdit installations are available https://marcedit.reeset.net/managing-marcedit-installations.
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.
MarcEdit Setup Wizard
After downloading MarcEdit and once you launch the installation, you will be asked to go through the setup wizard. The wizard will first 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 Enging: Select Choose for me
Downloading the data
For this lesson, our sample file, marc_sample_data.mrc, is a MARC binary file. To download this file, right click or control click in order to save the file (NOTE: In Safari, right click and select download linked file; in Chrome and Firefox, right click and select save link as…). If you click on the link, this binary file will open in a new tab or window in your browser. Make a note of the location (i.e. the folder, your desktop) to which you save the file. This MARC file follows the MARC21 standard and is encoded in UTF-8.
Getting help
Installation video demostrations 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.