Subject validation

Potential requirement

Action: Manual link a MARC bib 6XX field to an authority record

UXPROD-4033 - Getting issue details... STATUS

MODELINKS-56 - Getting issue details... STATUS

Name & Name-title headings

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 15	Rules a tenant can set
600	Do not check indicator 2 No change to existing requirement. Can link to any authority 100	Do not check No change to existing requirement	Tenant can set rules for handling indicator 2 = 7
610	Do not check indicator 2 No change to existing requirement. Can link to any authority 110	Do not check No change to existing requirement	Tenant can set rules for handling indicator 2 = 7
611	Do not check indicator 2 No change to existing requirement. Can link to any authority 111	Do not check No change to existing requirement	Tenant can set rules for handling indicator 2 = 7

Uniform title heading

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 15	Rules a tenant can set
630	Do not check indicator 2 No change to existing requirement. Can link to any authority 100	Do not check No change to existing requirement	Tenant can set rules for handling indicator 2 = 7

Geographic name heading

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 15	Rules a tenant can set
651	Do not check indicator 2 No change to existing requirement. Can link to any authority 151	Do not check No change to existing requirement	Tenant can set rules for handling indicator 2 = 7

Subject/Topical term heading

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 11	Default rule: Authority 008/position 15	Rules a tenant can set
650	Check indicator 2 Link to authority 150	See below table(s)	Check for a - Appropriate	Can override authority 008/position 11 Can override authority 008/position 15 Can set indicator 2 = null handling Can set indicator 2 = 4 handling Can set indicator 2 = 7 handling

Genre heading

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 11	Default rule: Authority 008/position 15	Rules a tenant can set
655	Check indicator 2 Link to authority 155	See below table(s)	Check for a - Appropriate	Can override authority 008/position 11 Can override authority 008/position 15 Can set indicator 2 = null handling Can set indicator 2 = 4 handling Can set indicator 2 = 7 handling

Subject/Topical term (650/655 bib/150/155 authority) default validation rules

Bib Indicator 2 value	Default 008/position 11	Tenant can override authority 008/position 11 rule(s)	Tenant can override 008/position 15 rule
0 - Library of Congress Subject Headings	008 position 11 = a	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
1 - LC subject headings for children's literature	008 position 11 = b	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
2 - Medical Subject Headings	008 position 11 = c	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
3 - National Agricultural Library subject authority file	008 position 11 = d	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
4 - Source not specified	008 position 11 = n	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
5 - Canadian Subject Headings	008 position 11 = k	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
6 - Répertoire de vedettes-matière	008 position 11 = v	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
null	008 position 11 = \| (no attempt to code)	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).

Handle 7 - Source specified in subfield $2

Default rules : MARC authority 008 position 11 = z AND must have a MARC bib subfield 2 value
Tenant can override
- Default 008/position 11 value with any authority heading (150) regardless of 008/position 11 value OR can be set to multiple 008/position 11 values
- Default 008/position 15 value with any value. It is all OR a (default).
- Tenant can define MARC bib subfield 2 handling by
  - Setting the MARC authority field number and subfield to check for matching bib subfield 2 value
    - Can only set multiple MARC authority field numbers and subfields AND cannot set to null
  - Default MARC authority field number and subfield: 040 $f
  - Removing MARC authority field number and subfield will trigger a warning message that the link bib fields will become unlinked
  - Editing MARC authority subfield value will trigger a warning message and will result in the bib subfield 2 value being updated

Subfield 2 > Create/Edit/Derive a MARC bib requirements

Unlinkable fields > Allow user to enter/edit a subfield 2 (including multiples)
Linkable fields > Allow user to enter/edit a subfield 2 (including multiples)
Linked fields that are not 6XX > Not read only AND user can enter/edit subfield 2 (including multiples)
Linked fields that are 6XX > Read only AND user cannot enter/edit subfield 2 (including multiples)

Subfield 2 > Create a MARC bib import requirements

Unlinkable fields > Allow user to import and create a field(s) with a subfield 2 (including multiples)
Linkable fields > Allow user to import and create a field(s) with a subfield 2 (including multiples)

Subfield 2 > Update a MARC bib import requirements

Unlinkable fields > Allow user to import and update a field(s) with a subfield 2 (including multiples)
Linkable fields > Allow user to import and update a field(s) a subfield 2 (including multiples)
Linked fields that are not 6XX > Allow user to import and update a field(s) a subfield 2 (including multiples)
Linked fields that are 6XX >
- If the same subfield 2 then no change
- If a different subfield 2 then do not change existing subfield 2 UNLESS $0 has changed or does not exist
- If multiple subfield 2 then do not change existing subfield 2 UNLESS $0 has changed or does not exist

Automated linking

If user enables automated linking for any 6XX then check against these subject thesaurus validation rules and presence of $0
If $0 exist for an authority record and that authority record follows the defined tenant subject thesaurus validation rules then link the bib field
- If a single subfield 2 is used to link the bib field then the field should be read only
- If multiple subfield 2 then only keep the subfield 2 that is tied to the linked authority heading

Manual linking

Apply validation rules
If user creates a new field then
- Check 2nd indicator value for rules to apply
- IF 2nd indicator value = 7 then populate subfield 2 with authority field/subfield value defined by library Source code and make read only
If invalid then show an error message [You have selected an invalid heading based on the bibliographic field you want controlled. Please revise your selection.]

Authority updates

040f or field/subfield defined by library as Source > Create/Edit MARC authority via UI

Must be NR MARC field and subfield.
If multiple or does not exist then Error: Show an error message > Can only have one <<cataloging source (040 field) and only one subfield f value>>.

040f or field/subfield defined by library as Source > Create a MARC Authority import requirements

Must be a NR MARC field and subfield.
If multiple then fail record and return Error: Show an error message > Can only have one <<cataloging source (040 field) and only one subfield f value>>.

040f or field/subfield defined by library as Source > Update a MARC Authority import requirements

Must be a NR MARC field and subfield.
Update to 040f or field/subfield defined by library as Source will also update linked bib fields
If 040f or field/subfield defined by library as Source is deleted then fail authority record update and return error message
If multiple then fail authority record update and return error message
Error: Show an error message > Can only have one <<cataloging source (040 field) and only one subfield f value>>.

008 updates

Create/Edit Authority via UI

Any changes to position 11 and/or 15 that will change the linked bib field second indicator value should result in unlinking the bib field from the authority heading. UI will show an are you sure want to do this warning message.

Create a MARC Authority import requirements

N/A

Update a MARC Authority import requirements

Any changes to position 11 and/or 15 (including entire removal of 008) that will change the linked bib field second indicator value should result in unlinking the bib field from the authority heading

Use cases

Use case #	Description	Outcome
1	If authority 1XX IS NOT eligible to be linked to bib field 6XX	- No change from Orchid implementation - Cannot link authority record to bib field - Error message displays
2	If bib field indicator 2 value matches to the authority record 008/11 value AND the authority 1XX IS eligible to be linked to bib field 6XX	- 6XX bib field is controlled by authority record - Bib field indicator 2 is read only (as it is today)
3	If bib field indicator 2 has no value AND the authority 1XX IS eligible to be linked to bib field 6XX	- Cannot link - Display an error message that the bib field requires a valid indicator 2 to link
4	Attempt to link bib 6XX to an authority record with an invalid 008/11 value	- Cannot link - Display an error message that the authority record is not eligible to be linked to the record
5	Attempt to link 6XX to an authority record without 008	- Cannot link - Display an error message that the authority record is not eligible to be linked to the record
6	Bib field has an indicator 2 valid that is valid BUT not 7 and subfield 2 value has a value	- Always use Indicator 2 value to match
7	Bib field indicator = 7 AND matches authority record 008/11 AND the $2 matches the authority record 040 $f	- 6XX bib field is controlled by authority record - Bib field indicator 2 is read only (as it is today) - Bib field $2 is read only
8	Bib field indicator = 7 AND matches authority record 008/11 AND the $2 does not match the authority record 040 $f	- Cannot link - Display an error message that the authority record is not eligible to be linked to the record
9	Bib field indicator = 7 AND matches authority record 008/11 But no bib field $2 But authority valid 040 $f	- Cannot link - Error message – require a $2
10	Bib field indicator = 7 AND matches authority record 008/11 But no bib field $2 AND no authority 040 $f	- Cannot link - Display an error message that the authority record is not eligible to be linked to the record
11	Bib field indicator = 7 AND matches authority record 008/11 AND has bib field $2 BUT no authority 040 $f	- Cannot link - Display an error message that the authority record is not eligible to be linked to the record
12	Handling Bib field indicator = 4	-
13	Bib field indicator = 7 AND matches authority record 008/11 AND has bib field multiple $2s	- Cannot link - Display an error message that the authority record cannot be linked due to multiple $2s
14	Bib field indicator = 7 AND matches authority record 008/11 AND authority record has multiple 040f	- Cannot link - Display an error message that the authority record cannot be linked because authority record has multiple $040 f

Authority record controls a 6XX bib field

Requirements

Do not allow user to add multiple 040 $f when linked to a bib record AND 008/11 = z. (try to make this simpler and write stories when use edits 040 $f when linked)
1. Action: If user attempts to add multiple 040 $f then display an error message
Action: User edits the 008/11 value to any valid value but z > Show a “Are you sure you want to change the subject classification for <<total number of linked bib records>>” message. If the user proceeds with change, then update bib field indicator 2 value.
Action: User edits the 008/11 value to z AND adds a 040 $f value then Show a “Are you sure you want to change the subject classification for <<total number of linked bib records>>” message. If the user proceeds with change, then update bib field indicator 2 to “7” and subfield $2 to authority 040 $f
Action: User edits the 008/11 value to z AND does not enter 040 $f then display error message that the change cannot be saved unless one 040 $f is entered