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  • Initial development: Validation will be implemented for create/derive/edit MARC bib and authority records. In future releases, this implementation should span to support
    • Data import (support MARC bib and MARC authority records only)
    • Data export (support MARC bib and MARC authority records only)
    • MARC holdings support via quickMARC/Data import/Data export 
  • Configuration 
    • Each tenant will have a default MARC bib record validation that can be customized per workflow. Initial development: Create/Derive/Edit MARC bib via quickMARC
    • Each tenant will have a default MARC authority record validation that can be customized per workflow. Initial development: Create/Edit MARC authority via quickMARC
    • Initial implementation - No UI will be provided. Future releases will support a UI to customize validation rules. 
  • Localization and Unicode support 
  • Enhanced Consortia Support  
  • Release upgrade
    • When initial development is complete and released, there should be minimal impact to existing libraries. It should not require multiple hours to update records. 
    • It should not require significant work for hosting providers. 
    • Ideally existing libraries will not be asked to update all bib and authority records once this capability is released. 
  • Migrations from one ILS to FOLIO
    • Customizations should be setup prior to loading records
    • If loading records outside of data import, then we need to assume that MARC bib/authority validation is bypassed and if so, we need to ensure that the user can view and edit the record when the record has errors. 
  • Changing rules expectations 
    • Ideally a global change to MARC bib/authority validation rules can be done easily and not require an update all bib and authority records. 
    • A tenant should be able to customize MARC bib/authority validation rules at anytime AND does not require an update all bib and authority records. 
    • If the tenant updates a rule and it now conflicts with existing records then we need to ensure that the user can view and edit the record when the record has errors. 
  • Data import 
    • Initial development: No impact
  • Performance  
  • Reporting 
    • (includes single record import) 
    • If the imported record conflicts with validation rules then we need to ensure that the user can view and edit the record when the record has errors. 
  • Reporting
  •  Performance
    • No change to performance when Create/Derive/Edit via quickMARC


Phased approach 

Technical Design High-Level Requirements 

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