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CSV to MRC

From Spreadsheet to Koha

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CSV to MRC

From Spreadsheet to Koha

By Fred King, MSLS, AHIP

MedStar Washington Hospital

Washington, DC

fred.king@medstar.net

Lauren Denny

Teamwork Library Consortium

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Obligatory Cat Picture

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Fred shares a bit of personal history

  • I was given my first book when I was six weeks old
  • My father collected cartoon books, and I ended up with them
  • Then I discovered used bookstores
  • My collection grew
  • And grew
  • I became a librarian along the way
  • Eventually I decided to catalog my collection to reduce my chances of buying duplicates.

Ben Mathews photo by Katie Loyd, UNCG news release

Browsery photo from TripAdvisor

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First with a shareware program

Photo: Wikimedia Commons

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Then Paradox

Photo: Internet Archive

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Then MS Access 97

Photo: Internet Archive

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So I exported the database to a CSV file

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And put them in Koha

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And so can you!

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My advice is not always the most elegant way

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First, a little cleanup of the old records

For example, some authors, publishers, etc., may have typos:

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Copy and paste the column into a new spreadsheet

Select “Remove Duplicates”

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Then sort the column

Look through it, make changes in the original file.

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Then sort the column

Look through it, make changes in the original file.

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Then sort the column

Look through it, make changes in the original file.

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You can do this for any column you want to check.

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Convert abbreviations

  • A/E
  • Format j, h, t, p, m
  • N/U/R

  • Author or Editor
  • Dust jacket, hardcover, torn dust jacket, paperback, mass market
  • New, used, remainder

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Find and replace in a column

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Add p. or cm to a column

MS Word

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Add p. or cm to a column

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But Wait!

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What if not every cell has something in it?

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Find and Replace again

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If you copied, searched and replaced, then pasted back into the spreadsheet, the bottom cell will align with the bottom row.

You should probably check, just to be sure.

Or you can create a new column, paste your data into there, check to see that it lines up, then delete the old column.

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Sometimes a spreadsheet isn’t your friend

Lauren Says: When I use excel to automatically add text, I need to copy and “paste values” or MarcEdit will not know how to handle the “formula”.

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Sometimes a spreadsheet isn’t your friend

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Sometimes a spreadsheet isn’t your friend

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Sometimes a spreadsheet isn’t your friend

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Now to the exciting part

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Here are the original tags I assigned when cataloging. �

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Now to convert the tags to their MARC equivalents

  • This mapping is what worked for one library. This won’t necessarily work for your library.
  • More than one copy of a book?

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https://www.loc.gov/marc/bibliographic/

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Now to convert the tags to their MARC equivalents

  • Review!
    • Do the fields work?
    • Will they work in the future?

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Now to convert the tags to their MARC equivalents

  • Review!
  • Review!
    • Can you repeat subfields?

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Now to convert the tags to their MARC equivalents

  • Review!
  • Review!
  • Review!
    • Are you using the right Field/subfield?

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Did you know that you can have multiple item-specific fields in the 952$z field?�

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You can have multiple fields in any field!�

Koha is infinitely configurable!

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You can have multiple fields in the any field!�

Koha is infinitely configurable!

Here’s how:

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From the Koha home screen…

Select Koha administration

Then MARC bibliographic framework

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Then edit subfields for 952

Field 952

Edit subfields

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Make subfield z repeatable

Click here!

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Add the tags and MARC fields to the spreadsheet

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A better view of the first three rows:

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Highly recommended:�identify the columns in the spreadsheet

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Highly recommended:�identify the columns in the spreadsheet

The label

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Highly recommended:�identify the columns in the spreadsheet

The MARC Field

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Highly recommended:�identify the columns in the spreadsheet

The column number

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https://marcedit.reeset.net/

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Who Uses It?

Anybody who does anything with MARC records.

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What does it run on?

Available for Windows, Linux, Mac

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Cost?

FREE

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Tech Support?

Terry Reese!

He never sleeps!*

*Not confirmed. Photo from MarcEdit web site.

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What does it do?

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Start MarcEdit

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Select your file

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Give the Output File a name, then import the file

Make sure you choose the right sheet

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Then tell MarcEdit which field �to map to which MARC tag

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Click here!

Don’t forget to add indicators.

And add the subfield.

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Join Items to have them in the same field

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Join Items to have them in the same field

Lauren says: you can move columns in Excel so the ones you want to join are next to each other.

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Join Items to have them in the same field

Fred says: wish I’d thought of that

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Joined items will have an asterisk next to them

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Finished!

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Make a template

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Templates save time

Load a template

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Click finish, and you’re done!

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And here’s what they look like:

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And you think you’ll get everything right the first time?

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Probably not

William Hogarth, The Laughing Audience, 1773

Image from the Metropolitan Museum of Art

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Probably not

Not only is mapping very time-consuming, it usually takes several attempts to get it right.

Review

Review

Review

William Hogarth, The Laughing Audience, 1773

Image from the Metropolitan Museum of Art

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REVIEW!

Are your indicators correct so you don’t have to add them later?

Did you match the columns to the correct MARC field/subfield?

Did you join the fields/subfields you needed to join?

Did you join ALL the fields/subfields you needed to join?

Did you match ALL your columns? Did you leave one out?

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Now go back and keep trying until you get it right.

That’s one of the reasons you saved a template.

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Compile and upload your records into Koha

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Marc Breaker

Convert machine-readable mrc files to human-readable mrk files.

Just in case.

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Compile and upload your records into Koha

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Compile and upload your records into Koha

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Compile and upload your records into Koha

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Uploaded and ready to search!

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But what if you want to add more cataloging data? Subject headings, URLs, other neat stuff?

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You’ll have to wait until next time…�

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Other Resources

Photo: Wiki Commons