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MARC Validation

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What is MARC record validation 

FOLIO already supports a basic level of MARC record validation when a user creates/edits/derives a MARC bib/authority/holdings record via quickMARC. This page represents additional development to support a.) robust record validation based on LOC MARC documentation and b.) library ability to customize default validation settings. 

Why do MARC record validation

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 
  • 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

FeaturesNotesStatus
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

  • Errors that cannot save record 
  • Errors that still allow for record to be saved 


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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