Skip to content
Evergreen Indiana
  • About Evergreen Indiana
    • History
    • Governance
    • Policies and Procedures
    • Join Evergreen Indiana
    • Member Libraries
    • Communications
      • Evergreen Indiana Updates
    • Evergreen Community Development Initiative
  • Catalog
  • Calendar
  • Member Resources
    • Membership Fee Schedule
    • Aspen Discovery
    • LibraryIQ
    • NEW Documentation
    • Documentation
      • Glossary
      • Payment Program
      • Manuals
      • Offline Transactions
    • Training
      • Learning Tracks
      • Evergreen Learn Online Courses
      • Training Server
      • Videos
    • Forms
    • Get the App
    • Collaborative Purchasing
    • Conferences
      • 2025 Evergreen Indiana Conference
      • Annual (Biennial) Conference 2023
      • Annual Conference 2021
      • Past Conferences
    • Publicity
      • 2023 Annual Report
      • Community Promo Materials
      • Spotlight Library
      • Statistics
      • Testimonials
  • FAQ

Getting Started with Evergreen

  • Glossary
  • Registering workstations
  • Configuring printers for the web client using Hatch
  • Setting up print templates
  • Configuring rows, columns, etc (Angular)
  • Utilizing browser tabs with the web client
  • Configuring rows, columns, etc (AngularJS)
  • Enabling combined library names
  • Disabling sounds in the web client
  • Configuring your workstation
  • Downloading and installing Hatch

Local Administration

  • Organizational Unit Settings
  • Uploading Offline Transactions
  • Updating your library’s address in Evergreen
  • Local Administration Accounts
  • Adding Evergreen to your library website
  • Running an inventory of your collection
  • Evergreen Indiana Payment Program
  • How Autorenewals work
  • Third-Party software vendors and SIP
  • Setting up print templates
  • Non-Cataloged Types Editor
  • When a staff person leaves
  • Disabling sound in the web client
  • Bill ownership
  • Collections exempt patrons
  • Library Settings Editor
  • Shelving Locations Editor
  • Closed Dates Editor
  • Organizational Unit Settings
  • Deleting patron accounts
  • Merging patron accounts
  • Creating staff working accounts
  • Statistical Categories – Item
  • Statistical Categories – Patron
  • Cash Reports
  • Creating multiple workstations

Cataloging

  • Advance Reader Copies
  • Guide to Material Type Icons in the Evergreen Indiana Catalog
  • On Order Records
  • Authority Control in Evergreen Indiana
  • Variable fields to delete from MARC records
  • How can I get Cat2 permissions?
  • MARC Batch Import/Export Tool
  • Batch editing MARC records
  • Deleting Bibliographic Records
  • Record notes
  • Using Record Buckets
  • Using MARC templates to create records
  • Importing records using Z39.50
  • Using the MARC Editor
  • Using Item Buckets
  • Item Status
  • Pre-cataloged and Interlibrary Loan items
  • Changing call numbers
  • Modifying item attributes
  • Replacing a barcode
  • Transferring holdings and items
  • Deleting your holdings
  • Cataloging serials and magazines
  • Procedures for Parts in Evergreen Indiana
  • Wrong or missing cover art?
  • Cataloging tabletop games
  • Adding holdings to the catalog
  • Using the Holdings Editor
  • MARC: Fixed Field – Audn
  • Working with Item Notes
  • Holdings Templates
  • Managing Monographic Parts
  • Cataloging resources
  • MARC: Core Fixed Fields
  • MARC: Core Bib Level Requirements

Circulation

  • Removing an accidental statistical category
  • Pending Patrons (Pre-Registration)
  • Item Reclaimation
  • Grouping Patron Accounts
  • Offline Circulation
  • What is a pre-cat checkout?
  • Pre-cataloged and Interlibrary Loan items
  • Grouping Patron Accounts
  • Evergreen Indiana Shared Circulation Policy
  • How Autorenewals work
  • Printable patron notices
  • Capturing holds
  • Managing Holds
  • Canceling a hold
  • Transferring holds in Evergreen
  • Retargeting a hold
  • Placing a metarecord hold
  • Types of holds
  • Placing multiple copies of a title on hold
  • Placing title-level holds
  • Bill ownership
  • Adding billing to a patron’s account
  • Paying a bill on a patron’s account
  • Viewing the details of a bill
  • Marking items lost or claims returned
  • Marking items as damaged
  • Marking items as missing
  • How to renew circulating material
  • Checking out material with a specific due date
  • Checking out material to patrons
  • Inventory
  • Registering a patron for an Evergreen account
  • Circulating vs Owning Libraries

Reporting

  • Editing and viewing existing templates
  • Running reports using existing templates
  • Finding existing templates in the Report module
  • Cloning existing templates
  • Using the Template Editor
  • Setting up the Reporter for the first time
  • Cash Reports

Staff Catalog

  • Using baskets in the catalog
  • Breaking down the bibliographic record
  • Understanding search results
  • Using search templates
  • Returning to recent catalog searches
  • Searching the catalog

Acquisitions

  • Cancel Reasons
  • Working with Electronic Data Exchanges (EDIs)
  • “Blanket” orders
  • Patron purchase requests
  • Using MARC Federated Search
  • Receiving items
  • Acquistions workflows

Aspen in Evergreen Indiana

  • Limiting Lists to your library in Explore More
  • Automatic Log-Out Settings
View Categories
  • Home
  • Evergreen Indiana Docs
  • Manuals and Procedures
  • Cataloging
  • Batch editing MARC records

Batch editing MARC records

MARC Batch Edit allows a group of records, usually from a record Bucket, to be edited at the same time with the same modifications. Tags may be removed, added, or replaced.

What MARC Batch Can and Can’t Do #

MARC Batch can

  • Remove all instances of a specific tag (e.g. remove all 440 tags)
  • Remove all instances of a specific tag if it has a particular value (e.g., remove all 655s in which the $2 is gsafd)
  • Remove all instances of a specific subfield (e.g., remove all 245$h)
  • Remove all instances of a specific set of subfields
  • Add a field
  • Add a subfield to an existing field
  • Replace data in a specific field or subfield.

MARC Batch cannot

  • Move data from one field to another
  • Deduplicate MARC records

Setting Up a Batch Edit Session #

Adding a MARC Tag #

To add a tag to a batch of records.

  1. Action (Rule Type): Select Add from the drop down.
  2. MARC Tag: Enter the tag you wish to add to the records.
  3. MARC Data: Complete the tag data you wish to add.
  4. Merge Template Preview: Make sure the tag information is correct.

If the session was generated from the Record Bucket module, the Record Source and Bucket will already be selected.

Removing a MARC Tag #

To remove a tag with a specific subfield from a batch of records.

  1. Action (Rule Type): Select Remove from the drop down.
  2. MARC Tag: Enter the tag you wish to remove from the records.
  3. Advanced Matching Restriction Subfield: Enter the subfield code you wish to target.
  4. Advanced Matching Restriction Expression: Enter the string you expect to see.

Click Go when the rule has been set up. A blue line will indicate progress. When complete, the number of records successfully updated and failed will appear.

NOTE: The more records in the Bucket to batch edit, the longer the process will take.

A green box denoting the success and failed count of records that were updated.
MARC
Updated on 2024-07-12
MARC Batch Import/Export ToolDeleting Bibliographic Records

Powered by BetterDocs

Table of Contents
  • What MARC Batch Can and Can’t Do
  • Setting Up a Batch Edit Session
    • Adding a MARC Tag
    • Removing a MARC Tag

© 2021 Evergreen Indiana. Theme

Construction Field by Acme Themes
  • About Evergreen Indiana
  • Evergreen Indiana Updates
  • Member Resources

Request a Quote