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OCLC Support

How do I set up MarcEdit OCLC Integration?

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The cataloging application MarcEdit's integration with OCLC APIs enables several pieces of functionality within MarcEdit, including downloading records from WorldCat and setting or unsetting library holdings. In order to enable this integration, you must enter appropriate API credentials (WSKey, Secret) into MarcEdit. 

Please note that while OCLC supports the APIs that enable this integration, we do not support the MarcEdit application. We are happy to work with you to make sure your API credentials are set up correctly, but we do not support the functionality of MarcEdit itself. 

Resolution

To set up MarcEdit Integration:

  1. Make sure you have installed the latest version of MarcEdit. 
  2. When copying and pasting your credentials into MarcEdit, make sure you are not adding any leading or trailing spaces (or any other characters). We recommend using a plain text editor rather than a word processor like Microsoft Word for this purpose. 
  3. In MarcEdit, go to Edit>Preferences, and select the OCLC API Integration tab. Start by entering your WSKey and Secret values, which you will obtain from OCLC WSKey Management. 
    1. Navigate to the Developer Network WSKey user interface. Search for your institution by OCLC symbol, institution name, or zip code, and then click CONTINUE. Enter your User Name and Password, and then click SIGN IN. The WSKeys screen opens.
    2. If you have not already obtained your WSKey, click Request A WSKey in the left navigation and then choose Request a Custom Key. Make sure you request a WSKey with access to the following Services: 
    3. Your WSKey request will take about two business days to process. Once your request is approved, or if you already have a WSKey, copy and paste the WSKey and Secret values into MarcEdit. 
    4. If you have one WSKey with access to all of the above services, both "Key" values you need to copy into MarcEdit will be the same. If you have two WSKeys (one for the Metadata API and one for the Search API), they will be different. In the latter case, make sure the Secret you copy is the one associated with the Metadata API WSKey.
  4. Enter your OCLC Symbol in the Institutional Code field. Then click Get Codes to obtain your branch-level holdings codes. These are used when setting holdings via the Metadata API. 
  5. After filling in all the fields, click Validate Keys. This will check your WSKey value(s) for accuracy and present any errors that may arise. 
  6. After validating your credentials, click Apply and then OK. 
  7. When you've completed these steps, you are now ready to access the OCLC Operations within MarcEdit. 
  8. If you get a 403 error when attempting to set or unset holdings, or write data to WorldCat, contact OCLC Support with the first 10 digits of the WSKey you are using and a screenshot of the error.
  9. If you have tried all these steps and you are still getting permissions errors, double check that the values you entered were saved correctly to the MarcEdit config.xml file. 

Additional information

If you continue to experience issues after following the steps above, contact OCLC Support with the first 10 digits of the WSKey you are using and a screenshot of the error.

Page ID

12818