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Khalilah Gambrell

Khalilah Gambrell

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  • 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 + per workflow. 
  • The tech design should also allow for any flow that creates/updates/export MARC to opt-in to using these validation rules (this includes data import and data export) 
  • Technical design will focus on MARC bibliographic and MARC authority records. MARC holdings will be handled at a later release. 
  • See MARC validation - Logic for rules to be implemented for Phase 1. 

Phased approach (covers Phase 1- 3) 

ReleaseDeliverablesJira Requirements
Quesnelia
  • Phase 1 - Define technical approach when creating/editing/deriving MARC bib/auth via quickMARC that also accounts for ECS.
  • Implement required MARC bib rules – structural based on LOC documentation
  • Implement required MARC authority rules – structural based on LOC documentation
  • Access to help documentation - UI only 
  • several related MARC validation issues

Jira Legacy
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serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUIQM-600

Jira Legacy
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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODQM-388

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MARC validation - Logic

Ramsons
Sunflower
  • Phase 1 - Complete implementation 
    • View Errors that do not prevent save
    • Additional Logging Reporting
  • MARC punctuation handling 
  • Possibly expose Expose authority control mapping rules rules?
  • Remove subfield 9 logic on linkable fields fields? 

Trillium

Phase 2 - ISBN/ISSN validation  (can the existing tool be used?)

Phase 2 - Reporting (Lists app?) 


Umbrellaleaf

Phase 3a  - Data import support (including single record import)


Vetch

Phase 3b  - Data import support (including single record import) 


...


FeatureDescription / Jira issue(s)Notes 

Global Tenant level - Configure MARC bib rules validation that includes 

  • MARC tags (repeatable/non-repeatable) 
  • MARC tags (required/not required) 
  • MARC indicators (required/not required)
  • MARC subfields (repeatable/non-repeatable) 
  • MARC subfields (required/not required)
  • MARC subfield values?  
  • MARC fixed fields 
    • Specify whether rules violation is a Error that prevents saving a record OR just logs as a warning

    supports logic outlined - MARC validation - Logic

    • Define Global validation rules
    • Define which Global validation rules cannot be overridden by a tenant 
    • Specify which validation rule(s) can be overridden by a tenant 
    • Specify which validation rule(s) prevents user from saving record OR just warns a user and allows save to continue
    • Set Help documentation link

    Jira Legacy
    serverSystem Jira
    columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyMODQM-390

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    Global list - Bib Tags/Subfields

    • Potential UI work to show help documentation
    		Global

    quickMARC front-end work 

    • Display error and warn messaging 
    • Option to validate 
    • Link(s) to help documentation 

    Tenant level - Configure MARC authority rules validation that includes 

  • MARC tags (repeatable/non-repeatable) 
  • MARC tags (required/not required) 
  • MARC indicators (required/not required)
  • MARC subfields (repeatable/non-repeatable) 
  • MARC subfields (required/not required)
  • MARC subfield values? 
  • MARC fixed fields 
    • Specify whether rules violation is a Error that prevents saving a record OR just logs as a warning

    supports logic outlined - MARC validation - Logic

    • Define Global validation rules 
    • Define which Global validation rules cannot be overridden by a tenant
    • Specify which validation rule(s) can be overridden by a tenant 
    • Specify which validation rule(s) prevents user from saving record OR just warns a user and allows save to continue
    • Set Help documentation link

    Jira Legacy
    serverSystem Jira
    columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyMODQM-391

    Jira Legacy
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    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
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    Global list - Authority Tags/Subfields


    		No

    quickMARC front-end

    dev
  • Potential UI work to show help documentation

    • Implement required MARC bib rules – structural based on LOC documentation

    Select fields only. Will include FE/BE development.

    Implement required MARC authority rules – structural based on LOC documentation

    		Select fields only. Will include FE/BE development.

    work 

    • Display error and warn messaging 
    • Option to validate 
    • Link(s) to help documentation 

    Allow a tenant to clone/customize/override MARC bib global rules validation to create/edit/derive via quickMARC  

    Ability to add new, local rules

    create/modify validation rules for local bib fields or fields not outlined in LOC MARC documentation 

      • Repeatability
      • Valid values (
      • fields,
      • indicators, subfields)
      • Mandatory
      • Required/optional
    Allow tenant to specify whether rules violation is a Error that prevents saving a record OR just logs as a warning and allows save to continue.
    • Potential UI work to show help documentation



    Allow a tenant to clone/customize/override MARC authority global rules validation to create/edit via quickMARC

    Ability to add new, local rules

    create/modify validation rules for local authority fields or fields not outlined in LOC MARC documentation 

      • Repeatability
      • Valid values (
      • fields,
      • indicators, subfields)
      • Mandatory
      • Required/optional



    		Allow tenant to specify whether rules violation is a Error that prevents saving a record OR just logs as a warning and allows save to continue.
    • Potential UI work to show help documentation
    		Allow a user to view and edit a MARC bib/MARC authority that bypasses rules validation and has errors. Examples: a record imported via data import or direct to the db. 
    • No front-end dev

    Track/log/display

    • Errors that prevent record from being saved 
    • Errors that do not prevent record from being saved 
    • Front-end work



    Authority control validation support Allow a tenant to delete validation rules for local bib fields or fields not outlined in LOC MARC documentation 




    Allow a tenant to delete validation rules for local authority fields or fields not outlined in LOC MARC documentation 




    Authority control subject validation 


    Frontend dev

    • quickMARC display error messaging 

    Ability to export validation rules in a json/text file 



    Supporting Materials 

    ...