From a original batch cataloging project back in 2017
General notes
The project spreadsheet had already been manipulated and edited to match future MARC fields and/or subfields and saved in Excel. In this particular project, there were many inclusions in the 260/264 c subfield, along with several questionable and multiple dates. We assigned the dates to both the 260 subfield c and to separate two columns (date 1 in the first, date 2, if any, to the second) which were edited in the spreadsheet to remove non-date inclusions.
Begin transforming the Excel spreadsheet to MARC.
Open MarcEdit, and click on Delimited Text Translator.
Source File: click on the Folder icon and navigate to the new Excel file (or TSV) exported from OpenRefine.
Output File: Click on the folder icon, navigate to the desktop, and give the future MarcEdit file a name.
If the Excel sheet name is greyed out, ignore it; otherwise fill in with Sheet 1 (unless the tab has another name).
Make sure the Delimiter is set to Tab:
Fixed Fields:
Click on Edit LDR/008 in the Options area, click on LDR, and chose the format of the items (Score in this project).
In the text box underneath, locate the leader’s I (capital i) and replace it with K (for brief cataloging)
Simple method to populate the fixed field 008 dates field with the 260/264 subfield c (which we didn’t use):
Replace the existing s9999 with: s{264$c} in the 008 edit box:
However, this requires that there be no extra characters in the 264, such as c for copyright, brackets, and also that there are no “questionable” or multiple dates with the subfield).
So, useful for really clean date text, but not for this project.
Using donor fields with the 008 dates, plus a follow-up for the matching DtSt codes.
Click OK to close the Edit LDR/008 window; then click Next
Go through usual mapping of Excel columns to MARC fields as usual and open the resulting field to run a series of edits on the 008 fixed field, but make sure the spreadsheet has dates in both the 260$c field and two date columns (to be mapped to 902 and 903 fields in this example), clicking Add Argument for each:
Field indicators first subfield notes
260 \\ $b 260$b (this batch project lacked pub. Location info)
902 \\ $a donor field for 008 date 1
903 \\ $a donor field for 008 date 2
Open the newly converted MarcEdit file by clicking on MarcEditor; then navigating to the new mrk file. This batch original project was for a large set of older music scores:
Move the dates in the 902 and 903 fields to the field 008 Dates (position 7 and 11)
Under Tools;
Open Edit Subfield data and fill in these values,
Field: 902
Subfield: a
Field Data: leave blank
Replace with: 008|7|||
Click the box next to Move subfield data:
Click Replace Text
The results box should show the same number of records as the entire file:
Scan through the file and/or do an Edit; Find; Find All on =008 to see if the dates transferred without distorting the number of fixed spaces in the 008 field (the year should replace the 9999 after the “s”; and be followed by four bars):
Move the 903 field date into the 008 second Date position, by substituting 11 for 7 in the Replace with area.
Field: 903
Subfield: a
Field Data: leave blank
Replace with: 008|11|||
Check Move subfield data
Click Replace Text.
The results box will show a much lower amount of records changed for the second date:
Check the records and/or do a Find All on =008 to check that the move went through without changing the number of spaces in the 008 (there should be eight digits of numbers (for those records with 903 fields), side-by-side, no spaces, between the “s” and “xx”).
The 008 Date Type position (6) now needs changing for the 158 records with two dates in position 7 & 11.
To get an idea of what edits need to be done, do a Find All on =903
Almost all of the 903 field dates are 19uu (with a 902 of 18uu).
Edit Field Data can be used to replace 19uu with q:
Field: 903
Find: 19uu
Replace: q
Click Process
A total of 154 modifications were made. 4 more records will require manual changes (one of which is the first dummy record, so it can be ignored).
Do Find all: for =903, to find the three remaining dates. Then Edit Field Data to replace each year with an m.
One:
Two:
Three:
A Find All on =903 now shows all but the first dummy record have 903 fields populated by the 008 DtSt codes.
Finally, use the 903 as a donor field for the 008 position 6 (DtSt).
Tools; Edit Subfield Data,
Field: 903
Subfield: a
Field Data: leave blank
Replace with: 008|6
Click Move subfield data box
Replace Text
Do a Find All on =008 to see if the 903 codes came through correctly:
While working this out I always did a Save as for the 008 date change under a different name, just in case one of the steps went horribly wrong:
ChampClassicTest12c before the 008 edits
ChampClassicTest12DtSt after the 008 edits
The last step is to remove the donor fields:
Tools; Add/Delete Field
Field: 902
(Leave the rest blank);
Delete Field:
And do the same to delete the 903 field.
Always check for errors after modifying the 008 fixed field:
Assuming all went well with all the steps, it’s time to take a good hard look at the records as they now appear: Open OCLC Bib Formats & Standards on a Browser and (for the leader and 008) MARC21, and check through each field for errors that might have been missed during earlier steps.
Run MarcEdit’s validator to look for structural errors by going to Reports; MARCValidator:
Source File: [Current File]
Options: Validate Record (Default)
Click OK
The file has no errors that MarcEdit’s MARCValidator can find:
If there are errors, save the report to a notebook or PDF to refer to while correcting.
Then work through each error until all are fixed.
Once the bib records have no errors, Compile into MARC.
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