Short introduction related to OCLC and MarcEdit integration.

1. MarcEdit and
OCLC Integration
TERRY REESE
HEAD OF DIGITAL INITIATIVES
THE OHIO STATE UNIVERSITY
REESE.2179@OSU.EDU

2. Hi

6. Topics
Background
Integration work between MarcEdit and OCLC
Working with OCLC through MarcEdit
◦ Batch Holdings Edits
◦ Working with Local Bibliographic Data Records
◦ Editing WorldCat in Real-Time
Getting Help

7. Background
Quick Facts:
• MarcEdit has been around since 2000 [first public release]
• Developed Using .NET, meaning that theoretically, it can run on multiple
platforms (and honestly, much of the development work I’ve been doing this
summer has been around this)
• Name is a bit of a misnomer – it’s called MarcEdit but its long sense moved
beyond just working with MARC data.
• MarcEdit/OCLC integration has been an ongoing process, starting about 4-5
years ago with the classify service, to what we’ll talk about today around
more deep integration with the OCLC APIs.

8. OCLC Classify Service
MarcEdit can leverage OCLC WorldCat to generate call numbers
automatically for files
◦ Fields used:
◦ 001
◦ 010$a$z
◦ 020$a$z
◦ 022$a$z
◦ 024$a$z
◦ 1xx$a
◦ 776$w$z

9. OCLC Classify Service

10. Working with OCLC’s
Metadata API
MarcEdit can work directly with WorldCat via the Metadata API.

11. MarcEdit and WorldCat
Available Operations:
◦ Create/Read/Update Bibliographic Records
◦ Update/Delete Institutional Holdings
◦ Retrieve Holding Code information about an Institution
◦ Create/Read/Update Local Bibliographic Data

12. MarcEdit and WorldCat
A Word of Caution -- there is no net

13. MarcEdit and WorldCat
But this is really cool because:
◦ Further automate traditional technical services processes
◦ Specifically holdings management
◦ Batch record ingestion
◦ Build pipelines between our repository systems and WorldCat
◦ Develop localized interfaces for metadata entry outside the library
◦ Opens up the opportunity for tool builders to interact with the OCLC
member community

14. MarcEdit: Batch WorldCat
Holdings Management

15. MarcEdit: Batch Bibliographic
Record Upload

16. MarcEdit and WorldCat
Don’t forget – these functions are available in the MarcEditor as well

17. MarcEdit and WorldCat
What’s not there:
◦ Record Validation
◦ Anything to do with authority data
◦ Record Locking (for record editing)
◦ Service Status
◦ User Validation (for permission validation)

18. MarcEdit and WorldCat
How do I use this?
◦ You need to get a key from OCLC
◦ OCLC’s Developer Network: http://oclc.org/developer/
◦ OCLC Metadata API Documentation: http://oclc.org/developer/services/worldcat-metadata-api
◦ Notes on MarcEdit Integration: http://blog.reeset.net/archives/1245
◦ C# OCLC API Library: https://github.com/reeset/oclc_api

19. Getting Help
Youtube videos (just search for marcedit)
You can ask me: reese.2179@osu.edu or reeset@gmail.com
MarcEdit Website: http://marcedit.reeset.net
MarcEdit Listserv: http://www.lsoft.com/scripts/wl.exe?SL1=MARCEDIT-
L&H=MAIL04.GMU.EDU
Questions