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  • MARC BIB : Tenant cannot change the validation rules for Leader (LDR),  001, 005, 245, 999 ff, and control fields 006/007/008 008
    • EXCEPTION:  Can change Help URL 
    • EXCEPTION: 245/999 indicator - will follow standard indicator rules
    • EXCEPTION: 245/999 subfield - will follow standard subfield rules. 
  • MARC AUTHORITY: Tenant cannot change the validation rules for Leader (LDR), 001, 005, 1XX, 999 ff, and control field 006/007/008
    • EXCEPTION:  Can change Help URL 
    • EXCEPTION: 999 indicator - will follow standard indicator rules
    • EXCEPTION: 999 subfield - will follow standard subfield rules
  • MARC Field
    • Required means the field is required to save the record. 
    • Non-repeatable (NR)/Repeatable (R) = Cannot save a record if the MARC field is set to NR and the MARC tag has been entered multiple times 
  • Indicator 1 
    • If user enters an invalid value then system will log it as a Warn but proceed with saving the record 
  • Indicator 2 
    • If user enters an invalid value then system will log it as a Warn but proceed with saving the record 
  • Subfield 
    • If user enters an invalid value then system will log it as a Warn but proceed with saving the record 
    • Non-repeatable (NR)/Repeatable (R) = Cannot save a record if the subfield is set to NR and the subfield has been entered multiple times 
    • If subfield is required then cannot save the record
  • If the library enters a MARC field that is not on the validation list then system will log it as a Warn but proceed with saving the record 
  • ECS 
    • Local record will validate against the member library's validation list 
    • Shared record will validate against the central tenant's validation list 

Validation

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Rules Logic Overview

  • Status
    colourYellow
    titlewarn
    : Warn message, but allow user to bypass and save

  • Status
    colourRed
    titleprevent save
    : Present error toast and do not allow user to save

(if Optional)

Required/ Optional

Field Repeatable (R) / Not Repeatable (NR)

Ind 1 code

Ind 2 code

Subfield code

Subfield code required / optional

Subfield code Repeatable (R) / Not Repeatable (NR)

Status
colourRed
titleprevent save
(if Required)
Status
colourYellow
titlewarn
(if Optionalvalidation rule is set to required)

Status
colourRed
titleprevent save
 (if validation rule is set to NR and user enters duplicate field.)

Status
colourYellow
titlewarn
 (if code is not specified in rule.) 

Status
colourYellow
titlewarn
 (if code is not specified in rule.) 

Status
colourYellow
titlewarn
 (if code is not specified in rule.) 

Status
colourRed
titleprevent save
(if Requiredvalidation rule is set to required


Status
colour
Yellow
titlewarn
Status
colourRed
titleprevent save
  (if validation rule is set to NR and user enters duplicate subfield code.)

Types of MARC fields rules

  • System-level: Tenant cannot change validation rules for the following fields

    • MARC BIB : LDR, 001, 005, 245, 999 ff, and control fields 006/007/008. 

    • MARC AUTHORITY:  LDR, 001, 005, 1XX, 999 ff, and control field 008.

  • Non-localStandard:  Some validation rules can be configured at the tenant level. Non-local Standard fields are documented by LOC as not local. (ex. 130) 

  • Local: all validation rules can be configured by the tenant. Local fields are: 

    • Not documented by LOC as a valid tag (ex. 192) 

    • Documented as a MARC local tag by LOC > 9xx, x9x, or xx9 (except 999 and 490)

System field rules

Status
colourGreen
titleyes
- can be changed    |     
Status
colourRed
titleno

Tenant configuration

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- cannot be changed   |   

Status
colourBlue
titleAppend
-cannot change MARC specified values. Can add more codes with names. 

Field number/tag

Required/ Optional

Field Repeatable (R) / Not repeatable (NR)

Field name

Help URL

Ind 1 & 2 name

Ind 1 & 2 code

Ind 1 & 2 code name

Subfield code

Subfield code required / optional

Subfield code Repeatable (R) / Not repeatable (NR)

Subfield code  name

Status
colourRed
titleno

Status
colourRed
titleno

Status
colourRed
titleno

Status
colourRed
titleno

Status
colourGreen
titleyes

Status
colourRed
titleno

Status
colourBlue
titleAppend
 (if local)

Status
colourBlue
titleAppend
(if local)

Status
colourBlue
titleAppend
(if local)

Status
colourGreen
titleyes
 

Status
colourBlue
titleAppend
   (if local)

Status
colourBlue
titleAppend
 (if local)

Tenant configuration

Standard field: Tenant level configuration options

  • Status
    colourGreen
    titleyes
    - can be changed

  • Status
    colourRed
    titleno
    - cannot be changed

  • Status
    colourBlue
    titleAppend
    -cannot change MARC specified values. Can add more codes with descriptionsnames

Field number/tag

Required/ Optional

Field Repeatable (R) / Not repeatable (NR)

Field name

Help URL

Ind 1 & 2 name

Ind 1 & 2 code

Ind 1 & 2 code name

Subfield code

Subfield code required / optional

Subfield code Repeatable (R) / Not repeatable (NR)

Subfield code  name

Status
colourRed
titleno

Status
colourGreen
titleyes

Status
colourRed
titleno

Status
colourRed
titleno

Status
colourGreen
titleyes

Status
colourRed
titleno

Status
colourBlue
titleAppend

Status
colourBlue
titleAppend

Status
colourBlue
titleAppend

Status
colourGreen
titleyes

Status
colourBlue
titleAppend

Status
colourBlue
titleAppend

Standard (fna Non-local) fields > Tenant can modify

  • Tag
    • Required/Optional
    • MARC Tag field name (Tenant cannot override) 
    • MARC Tag - help URL (Tenant can override) 
  • Indicator 
    • Indicator 1 and Indicator 2
      • Tenant cannot change Indicator name specified by MARC 
      • Tenant cannot change Indicator codes and Indicator code names specified by MARC 
      • BUT Tenant can add/append more valid Indicator codes and Indicator code names NOT specified by MARC MARC (IOW can define local indicator codes and indicator code names) 
  • Subfield  
    • Tenant cannot change subfield name specified by MARC 
    • Tenant cannot change subfield code and subfield code names specified by MARC 
    • But Tenant can add/append more valid subfield codes and subfield code names NOT specified by MARC (if invalid value) (IOW tenant can define local subfield codes and subfield code names) 
    • Non-repeatable (NR) / Repeatable (R) - (Tenant can set/modify for additional valid subfield codes but not MARC specified
    • Subfield is required/optional (Tenant can set required/optional for any subfield code but not MARC specified) Exceptions might be $9 and $0 for a field that can be controlled by an authority heading 
    • Cannot specify $9 for linkable bib fields since it is reserved for authority linking
  • See more details MARC Validation Rules - Definition and Acceptable values

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