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Global Edit Actions



Overview

An Action enables you to specify what changes you want to make to the MARC record in an Add or change field/subfields Command. The action applies to the Field to update specified in the command.

Field to update

Add as many Actions to the command that you want in the order that you want them to run. Actions are only performed if the record or field passes the Conditions set on the Command.

Actions toolbar

  • New Action - Adds a new action.

  • New Condition - Adds a new condition.

  • Reorder - Reorder actions and conditions in a different sequence.

  • Help - Opens this help document.

  • Perform these actions... - List of the actions already created. Click on an action to Edit or Delete it.

Ordering actions

Actions are run in the order they are displayed in the action pane, from the top down.

  • When there is more than one action, click Reorder to switch to Reorder Mode.

  • Click and drag the actions up or down to put them in the order you desire.

  • When finished, click End Reorder to stop reordering.

Add / Edit / Delete actions

Replace all text in...

The Replace all text in... action replaces an entire subfield's text with either text you enter or text from another subfield.

Replace all text in

  • Use the Subfield section to choose which subfield's text to replace.

  • Use the Get text from section to enter the text to replace with or select another place in the record to get the text.

Add text to beginning of...

The Add text to beginning of action adds text you enter or text from a different subfield to the beginning of the selected subfield.

Add text to beginning of

  • Use the Subfield section to choose which subfield's text to add to the beginning.

  • Use the Get text from section to enter the text to add to the beginning or select another place in the record to get the text.

Tip: When adding text to the beginning of a subfield, ensure that you type a space after your text. You many need to add a second Add text to beginning action with a space in it if you want the resulting output to be combined with a space.

Add text to end of...

The Add text to end of action adds text you enter or text from a different subfield to the end of the selected subfield.

Add text to end of

  • Use the Subfield section to choose which subfield's text to add to the end.

  • Use the Get text from section to enter the text to add to the end or select another place in the record to get the text.

Tip: When adding text to the end of a subfield, ensure that you type a space before your text. You may need to add a second Add text to end action with a space in it if you want the resulting output to be combined with a space.

Add new subfield...

The Add new subfield action adds a new subfield to the command's data field. This is only applicable for data fields.

Add new subfield

  • Use the Subfield section to choose the new subfield to add.

  • Use the Get text from section to enter the new subfield's text or select another place in the record to get the text.

  • This option always creates a new subfield (possibly creating a duplicate). If you want to add a subfield if it doesn't already exist, and then update that subfield for all records (like MARC Magician's Force text into Subfield... option), choose Replace all text in..., Add text to beginning of..., or Add text to end of... and check the Add subfield if missing box.

Change subfield...

The Change subfield action changes a subfield's identifier to a different value. This is only applicable for data fields.

Change subfield

  • Use the Subfield section to select the existing subfield. Use the to new Subfield section to select the subfield it is being changed to.

Change capitalization of...

The Change capitalization of action changes the capitalization of the control field or subfield text.

Change capitalization

  • If the command is a data field, use the Subfield section to choose the subfield you wish to change.

  • Choose one of the following capitalization options:
    • all lower case - Convert all characters in the text to lower case.
    • ALL UPPER CASE - Convert all characters in the text to upper case.
    • Capitalize first word - Convert the first character to upper case and the rest of the characters to lower case.
    • Capitalize Each Word - Convert the first character of each word to upper case and the rest of the characters to lower case.

Sort subfields...

The Sort subfields... action changes the order of the subfields.

Sort subfields

Leave the box blank to sort in the default subfield order for the field you are working on. Otherwise enter your desired subfield order in the Custom subfield order box.

Update ISBD Punctuation...

Select this to update the ISBD Punctuation for the field you are working on.

If you sort subfields, you may need to also update the ISBD punctuation to fix the end of each subfield.

Replace at position...

The Replace at position action changes a control field character at a given position to a new value. This is only applicable for control fields.

Replace at position

  • In the Position box, enter the character position for the new value. This is a 0-indexed position for the starting character to replace (the first character is position 0).

  • Use the Get text from section to enter the new position's text or select another place in the record to get the text.

    Use this option carefully when getting from another subfield. Spaces or other characters from other parts of the MARC can cause control field positions to be written incorrectly!

Subfield selection

Use the Subfield section for actions that require you to choose a subfield.

Subfield Selection

The Subfield dropdown is automatically filled with all of the known subfields for the field you are working on. Choose one from the list. If the one you want is not in the list, choose Other subfield... and type it in the Enter a subfield box.

Check the Add subfield if missing box if you want to add the subfield if it doesn't already exist in the field. When this is unchecked, the action is only performed for an existing subfield.

Get text from

Use the Get text from section for actions that let you add or change text in a subfield.

Get text from

Choose one of the options from the dropdown:

  • Enter text - Enter the text to use in the box. Remember to type a leading or trailing space if you need it, for instance when adding text to the beginning of a subfield, add a space at the end of this text.
  • A field or subfield (first) - Click Select... to open a Field/Subfield Selection window where you choose the field or subfield containing the text you want.

    The text from the first field that contains this subfield is used.

  • A field or subfield (indexed) - Click Select... to open a Field/Subfield Selection window where you choose the field or subfield containing the text you want.

    The index (position of the field in the MARC) of the Field to update gets text from the same index from the selected field .

    For example, the first Field to Update gets text from the first field, the second Field to Update gets text from the second field, etc.


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