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Auto-generated via `{sandpaper}` Source : e2db367 Branch : main Author : jenmawe <jenmawe@gmail.com> Time : 2026-02-09 17:37:23 +0000 Message : Merge pull request #200 from LibraryCarpentry/update/workflows Update Workflows to Version 0.18.5
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02-top-level-menu-features.md

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- MARC Processing Tools, including MARCsplit, MARCcompare, MARCjoin, MARCmerge, find duplicate records, RDA Helper, or MARCValidator
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- Preferences
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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.
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One thing you will 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.
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#### Preferences
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::::::::::::::::::::::::::::::::::::::: checklist
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### Let's add a shortcut to our main window
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### Let us add a shortcut to our main window
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1. Click on the gearbox in the top left corner or go to Tools → Preferences
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2. Select "Main Window" in the Preferences window in the left-hand pane

03-working-with-MARC-files.md

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Note: Some preference updates will force MarcEdit to restart and others will not. Also note that in order for some preference changes to display (such as updating the MarcEditor font settings), you will need to close and reopen the MarcEditor, which would require saving your file if you haven't done so. Emphasize popup window inconsistencies for learners, especially the need to close windows after use for actions such as Find and Replace. If learners do not close popup windows as they move through exercises, they are more likely to lose their place or get confused.
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Note: Some preference updates will force MarcEdit to restart and others will not. Also note that in order for some preference changes to display (such as updating the MarcEditor font settings), you will need to close and reopen the MarcEditor, which would require saving your file if you have not done so. Emphasize popup window inconsistencies for learners, especially the need to close windows after use for actions such as Find and Replace. If learners do not close popup windows as they move through exercises, they are more likely to lose their place or get confused.
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04-layout-of-the-MarcEditor.md

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File
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- Save, Save As, Open, Recent: This is where you'll find those important functions of saving, saving as, opening up a recent file, or opening a new file.
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- Save, Save As, Open, Recent: This is where you will find those important functions of saving, saving as, opening up a recent file, or opening a new file.
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- Select Records for Edit: This is where you can select a subset of your data to work with.
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- Compile File: This is the same function as MarcMaker, meaning that the readable MARC data file (.mrk) being edited in the MarcEditor will be converted to a MARC binary file (.mrc).
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05-profiling-your-MARC-data.md

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### Overview reports
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The `Material Type Report` can be used to identify the types of resources described in your MARC file. This report is helpful when you're uncertain of what resources are represented in your file, or to locate potential errors.
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The `Material Type Report` can be used to identify the types of resources described in your MARC file. This report is helpful when you are uncertain of what resources are represented in your file, or to locate potential errors.
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## Solution
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1. Field count outlines each field found in our records, the number of times it occurs, and how many records it occurs in. Field count can also tell us the number of records in our file (536).
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2. Non-repeatable field 245 occurs more times than the number of records it's found in. At least one record contains multiple 245 fields. Field 245 appears in one less record than other required fields.
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2. Non-repeatable field 245 occurs more times than the number of records it is found in. At least one record contains multiple 245 fields. Field 245 appears in one less record than other required fields.
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## Correct the missing 245 field
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1. What's the issue with this record? Is the 245 formatted correctly?
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1. What is the issue with this record? Is the 245 formatted correctly?
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06-manipulating-MARC-data-basics.md

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## Manipulating MARC data
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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.
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We have 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.
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### Find, Find All, and Replace
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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.
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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.
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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 does not go in the box called Field Data, see the example below.
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To delete a subfield, enter the MARC field and then the subfield. Select Delete Subfield from the Search Options and then click Remove Text.
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Sometimes it is necessary to change a fixed field for all records in your MARC data. You can use the Edit Field function. For this, you will need to know the position of the fixed field. For this, you can consult the [OCLC Bibliographic Standards and Formats](https://www.oclc.org/bibformats/en.html) or [the Library of Congress Bibliographic Marc Standard](https://www.loc.gov/marc/bibliographic/). This is also possible using the Replace function and regular expressions which will be covered in Lesson 09.
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If you need to add a fixed field, you can use the Tools and select Add/Delete. You will need to have the 006 already formed. For example, you can add one 006 using the method explained above, copy that, and then use the Tools, Add field, to then add the 006. Remember that fixed fields don't have indicators.
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If you need to add a fixed field, you can use the Tools and select Add/Delete. You will need to have the 006 already formed. For example, you can add one 006 using the method explained above, copy that, and then use the Tools, Add field, to then add the 006. Remember that fixed fields do not have indicators.
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## Saving and Compiling
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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.
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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 are 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.
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### Saving
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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.
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### Compiling
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To save your edited records back into a MARC binary `.mrc` file (the file format typically required to load MARC records in external systems such as your ILS or LSP) use the compile feature. Select File → Compile File into MARC. Choose a new file name for your edited `.mrc` file. Using the same file name as your original `.mrc` file will overwrite the unedited file.
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Records can also be compiled outside of the MarcEditor using the MarcMaker tool. To use the MarcMaker, from the Main Menu select MARC Tools. In the MARC Tools window, under Select Operation choose MarcMaker. Under Select Data to Process, in the Open box, select the `.mrk` file you'd like to compile. In the Save As box, specify the location and file name for your new `.mrc` file. Set the character encoding options as required, and then click Execute. Once compiled, you will see a message under Results specifying the number of records in the new `.mrc` file.
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Records can also be compiled outside of the MarcEditor using the MarcMaker tool. To use the MarcMaker, from the Main Menu select MARC Tools. In the MARC Tools window, under Select Operation choose MarcMaker. Under Select Data to Process, in the Open box, select the `.mrk` file you would like to compile. In the Save As box, specify the location and file name for your new `.mrc` file. Set the character encoding options as required, and then click Execute. Once compiled, you will see a message under Results specifying the number of records in the new `.mrc` file.
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07-manipulating-MARC-data-advanced.md

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## Let's use Edit Shortcuts to make the 099$a upper case
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## Let us use Edit Shortcuts to make the 099$a upper case
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## Use Find or Find All to Verify Results
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You can use Find or Find All to verify that the change did what you expected on your records in the file. If a result didn't work as expected, you can select "Special Undo". This is why it is important to profile your data before doing batch edits.
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You can use Find or Find All to verify that the change did what you expected on your records in the file. If a result did not work as expected, you can select "Special Undo". This is why it is important to profile your data before doing batch edits.
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## Let's build a new `035 9\$a` using the data from the 001 and static data
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## Let us build a new `035 9\$a` using the data from the 001 and static data
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There are 3 advanced Edit Subfield features that are extremely useful. These are append, prepend, and change subfield. These are not regular expressions but special characters built into the MarcEditor Edit Subfield tool.
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## Let us add the proxy to the 856$u using the prepend special character ^b
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Records aren't created equal in that we encounter MARC data that follows different descriptive cataloging standards. There are many records cataloged according to the AACR2 standard or even AACR or earlier. Sometimes it is necessary to make sure these records follow the current RDA descriptive cataloging standard. MarcEdit lets you do this through the function called RDA Helper.
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Records are not created equal in that we encounter MARC data that follows different descriptive cataloging standards. There are many records cataloged according to the AACR2 standard or even AACR or earlier. Sometimes it is necessary to make sure these records follow the current RDA descriptive cataloging standard. MarcEdit lets you do this through the function called RDA Helper.
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To run the RDA Helper, go to Tools and select RDA Helper. In the window that opens, you can pick and choose how you would like to transform your records to align better with the RDA descriptive standard. For example, you can add the RDA fields 336, 337, and 338 for content, media, and carrier types. You can update the MARC field 040 to include the `$e` rda and delete the GMD statement. You can also evaluate the 260/264.
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