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Cataloging team wants to make sure that their staff is following MARC standards and the library's cataloging rules to ensure consistency and quality in the bib/authority/holdings records that are used in many library workflows and is also made available to library users via discovery service/opac layers. Without validation, the library's catalog maybe difficult to search/browse and with missing/duplicate records.
Assumptions
- Configuration
- Localization and Unicode support
- Enhanced Consortia Support
- Release upgrades
- Migrations from one ILS to FOLIO
- Performance
- Reporting
Phased approach
Technical Design High-Level Requirements
- The tech design should not be MARC centric meaning that it should be flexible enough to assign a set of validation rules per record type + format.
- The tech design should also allow for any flow that creates/updates MARC to opt-in to using these validation rules
- This feature will however focus on MARC. Additional features must be created to support other formats.
- Technical design will focus on MARC bibliographic and MARC authority records. MARC holdings will be handled at a later release.
Feature Matrix
Supporting Materials
Market Intelligence
| Features | Notes | Status |
|---|---|---|
| Review current validation rules | ||
| Highlight field user is on. | ||
| Handle literal $ | ||
| Change Leader | ||
| Change 008 | ||
| Change 007 | ||
| Change 006 | ||
| Change 852 | ||
| Identify a default MARC record validation - bib (allow libraries to change) | ||
| Identify a default MARC record validation - holdings (allow libraries to change) | ||
| Identify a default MARC record validation - authority (allow libraries to change) | ||
| Apply autosuggest to TBD fields | ||
| Generate MARC record validation reports/logs | ||
Support the following types of error validation
| ||
| Support additional statuses (SRS/quickMARC) | ||
| Only maintain last 3 versions of record in SRS | ||
| Additional shortcut keys | ||
| Contextual field help | ||
| Undo edits (field level) | ||
| Undo edits (record level) | ||
| Define workflow to use MARCedit to make batch changes |
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