global update with confidence mary m. strouse innovative users group may 19, 2009
TRANSCRIPT
Global Update with Confidence
Mary M. StrouseInnovative Users Group
May 19, 2009
What it is and What it Does Batch-editing mode in Millennium Cataloging Edit bib, item, order, checkin, authority,
patron or course records Insert, copy or delete whole fields, subfields
or character strings Adjust MARC tags, indicators and subfield
codes Convert to/from MARC Identify and remove duplicate fields
Limitations Cannot:
create attached records copy fields between record types (e.g., bib to
item) Edit checkin card data Edit vendors, order status or fund (rapid update) use regular expressions – must specify exact text
to be matched, exact text to insert or delete
Contrast with External Editors (MARCedit)3rd party tools require export and reimport of
edited records Use load table commands can create item or
order records, set field defaults, etc. Support for regular expressions (MARCedit) Backup copy of data if something goes wrong Overlay protection rules apply Consider load and export table maintenance
Contrast with Rapid Update Alter MARC tags and indicators Insert or delete fields, edit special fields (MARC
006,007 and 008) Replace only certain values Change only a portion of a field Make multiple changes, save commands for
later use Select records to exclude Preview changes View busied (unchanged) records
Editing Fixed-Length Fields (Rapid Update)
Editing Fixed-Length Fields (Global Update)
Rec type determines available files and default display
Selecting Records: Review Files
Selecting Records: Index
Cannot specify a range
Record type/index determines default display
Search is not case-sensitive
Selecting Records: Keyword
Commerical
Method I (page #107268) or Method II (page #107611)?
Advanced Limit (Manual page #104003)
Caution: applies to all subsequent searches until cleared
Use checkbox to deselect, search to restore
Refining Record Selection
2009 enhancement request: add/remove review file records inside global update
Displayed Field Toggle
2009 Enhancement request: specify by MARC tag, not just field group
Lists unique entries only
blank when field not present
Multiple fields in a single tag group
Understanding Displayed Field
Specifying Command Input
*
**
*
“Use Displayed Field”
Default state: Use displayed field checked
Must choose at least one: Use displayed field or specify field group and/or MARC tag
If Use displayed field is checked, will override field group or MARC tag
Matching Case
If checked, ONLY records matching case given in Find will be changed
Records changed always match the case specified in Replace
Matching Field or Subfield
Can specify field or subfield, not both
Data in Find Data must appear in a single subfield, be the only text in that subfield
Match Signals
/f –use displayed field
/c – match case
/s – match subfield
/w – match whole field
Inserting New Fields
If select MARC field, must specify tag
Caution: no validity check for indicators
Inserting Text Within a Field First find an anchor
Specify a known element before or after inserted text (may be a subfield designator or punctuation)
Or use Add to beginning of field or Add to end of field
Deleting Text Within a Field Subfield signal and/or designator treated as text To delete a character string, replace with [blank] |a designator cannot be deleted
Copying from one Field to Another
Problem: Do not want to copy subfield z. Specify subfield(s) in Data?
Combining Commands
All edits made to the first record, then the second, etc. (manual page #104004)
Transaction file load is unpredictable
Is elegance the enemy of the safe?
Using the Preview Pane
Deselect records individually or in blocks
Viewing no-change records
Warning: The Empty Field Effect
Managing errors and the transaction file
See manual Page # 100670 (recovering system-created files)
Minutiae from the Manual
Saving commands for future use -- page #104011
Extrapolating commands -- page #104004 Specifying Multiple MARC Tags -- page
#104007 Editing “special fields” (MARC leader, 006,
007 and 008) – page #104006 Deleting duplicate fields – page #104100
Thank you!
Mary M. StrouseHead of Technical ServicesKathryn J.. DuFour Law Library,
Catholic University of [email protected]