1. Pause for Cleanup: MarcEdit in Real Life
Pam Swaidner
Manager, Cataloging and Metadata
Indianapolis Public Library
Indiana Library Federation Conference
November 10, 2016

2. This is not a workshop on all of the wonderful functionality of MarcEdit, but a practical look at how we use it at IndyPL
The desired outcome of this talk is that you will feel empowered to use MarcEdit for everyday workflows without feeling like you have to be a programmer to use it!

3. Batch editing vendor records Shared System catalog migrations
MarcEdit at IndyPL
Batch editing vendor records
Shared System catalog migrations
Cataloging
Special projects
Database cleanup

4. Automated Task Lists
Task automation is a way for non-programmers to created defined task lists that can be executed automatically
If you need to perform the same edits over and over … automate!
Anything you can do in the MarcEditor can be automated as a task

7. Task Creation Options Replace All Add New Field Delete Field
Field Edit
Edit Subfield
Edit Indicator
Swap Field
Copy Field
Add Task List
RDA Helper
Linked Data
Build New Field

10. My Automated Task Lists
Select the task you want to run and click on it.

11. Vendor Records at IndyPL
Midwest Tapes (DVDs, Audiobooks)
Baker & Taylor (High demand adult fiction)
OverDrive
hoopla
OneClickDigital
EBSCO
Gale (GVRL, GDL)
Follett (Shared System)

12. Baker & Taylor High Demand Titles

15. Everyday Cataloging
Most of our material doesn’t come with packaged vendor records and still needs to be cataloged individually
We were making the same edits over and over for our DVDs, so we looked at what we were doing and created a task list

16. IndyPL Steps for Cataloging DVDs
Before Task Automation
After Task Automation
Find record in OCLC
Assign call#
Check for RDA fields and add if not present
Add GMD if not present
Delete subjects we don’t use and can’t automatically delete on import
Add initials in 945 field
Import to Horizon
Find record in OCLC
Assign call#
Export to MarcEdit
Run task list
Import to Horizon

17. DVD Cleanup

18. In 2015, the Library changed its domain name
Special Projects
In 2015, the Library changed its domain name
imcpl.org became indypl.org
This affected some of our eResources
OverDrive eBooks
OverDrive eAudiobooks
NetLibrary (EBSCO) eBooks

19. We Extracted the Records from the Catalog
What we HAD to do
What we ALSO did
Replace imcpl.org with indypl.org in 856 field
Reimport and overlay existing bibs with edited records
Record type corrections in LDR
Changed call# to new standard
Deleted 33X fields
Ran the RDA Helper to add the correct 33X fields
And yes, we also changed the domain name

20. Task List for eAudio Cleanup

21. McFadden Lecturers at IndyPL
The Marian McFadden Memorial Lecture is an annual author lecture series named after Marian McFadden, Director of Public Libraries from
We added the following subject heading to all bib records for each lecturer
650 \7$aMcFadden lecturer [date].$2local

22. Shared System
Shared System members use the IndyPL catalog for their catalog and item records
There are 49 member libraries, including 32 elementary schools, 3 middle schools, 12 high schools, and 2 museums, all sharing with 23 IndyPL locations
Students and teachers borrow from their school libraries, IndyPL, and other schools. IndyPL patrons can use museum books on site, and borrow from school libraries

23. Shared System Catalog Migration
If a new member has an existing automated catalog, their MARC records are migrated into the IndyPL catalog
Records can come from different vendors
Some are from Z39.50 sources
They run the gamut from very good records to … not so good
Regardless of what they look like we try to import the cleanest and best records possible

24. Typical Cleanup Before Catalog Migration
Copy 440 to an 830
Replaced 440 with 490
Fix some pre-ISBD punctuation in older records
Add RDA elements if they’re missing
Replace incorrect indicators

25. Recent Catalog Migrations
Lawrence Township Schools
Beech Grove Public Library
15 schools
107,000 bib records
214,000 item records
49,000 bib records
51,000 item records

26. MARCEdit can fix a lot of things, but not everything
=LDR naa a 4500
=020 \\$a
=245 \\$aCommunication
=260 \\$aChicago, ILL$bWorld Book$c2009
=440 \\$aInventions and discoveries
=650 \\$aCommunication$xTechnological innovations
=650 \\$xHistory
=650 \\$xJuvenile literature

27. It really can’t…
=LDR 00852cam a 4500 =001 \\\ \/AC = = s1990\\\\wiu\\\\j\\\\\\00011\eng\\ =020 \\$a =040 \\$aDLC$cDLC$dDLC =050 00$aPZ7.T7363$bMo 1990 =082 00$a[Fic]$219 =100 10$aJ. R. R. Tolkein$d1951- =245 14$aThe Return of the King$ba school story /$cby Valerie Tripp ; illustrations, Nick Backes ; vignettes, Keith Skeen, Ren{caron}e Graef. =260 0\$aNew York$bBallantine$c1973 =300 \\$a490p =440 \0$aTheAmerican girls collection =520 \\$aThe awesome conclusion of J.R.R. Tolkein's The Lorg of the Rings, Beloved by Millions of readers around the world =700 11$aJ.R.R.Tolkein$eill. =740 01$aThe Return of the Rings

28. Resources Free MarcEdit software
MarcEdit Instructions and Screenshots Galore
MarcEdit Listserv

29. Questions?
Contact information: