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 Americastrouse@law.cua.edu