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
Features | Notes | Status |
---|---|---|
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
| ||
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 |