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Requirement questions | Linking bib field to authority record | Create/Derive/Edit bib record interactions

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Details: We need your help to finalize manually linking bib field to authority record requirements. These scenarios focus on create/derive/edit bib record interactions. Please

  1. Review each Scenario and Outcome Option
  2. In Outcome selection, please prepend your initials to your outcome selection option 
  3. In Comments column, please prepend your initials to your comment

NOTE: All linked bib fields will have a $0 populated and will be read-only on the UI. The $0 will populate a URI that includes the Authority record 010$a or 001 as a unique identifier. A MARC bib field's $0 will serve as a match point. 

Scenarios

#ScenarioOutcome OptionOutcome selectionComments
1Create new MARC bib record via data import app

A. No change. Nothing happens as far as linking.

B.  I expect something else. 



2Create new MARC bib record via single record import functionality 

A. No change. Nothing happens as far as linking.

B. I expect something else. 



3Derive a new MARC bib record via quickMARC from a bib record with linked authorities

A. Allow a user to decide to keep links or remove them ONCE user hits the Derive a new MARC bib record action

B. Always preserve linking

C. Never preserve linking

D. I expect something else. 



4

A MARC bib field linked to authority records Then user overlays the MARC bib record via single record import 




5

Update bib record via data import with NO change to the linked bib field

  1. User updates a linked bib record via data import.
  2. The import file contains a bib record with a  
    1. No change to authority linked MARC 100 bib field
      1. Indicators
      2. Controlled  values
      3. Uncontrolled values
    2. Assume that the matched $0 is included in the import file

A. No impact to linking 

B. I expect something else. 



6

Update bib record via data import with A Change to linked bib field value(s) NOT controlled by authority

  1. User updates a linked bib record via data import.
  2. The import file contains a bib record with a  
    1. A linked 700 field has a change to uncontrolled $e. For example update $e from author to $e author $e narrator
    2. No change to controlled values 
    3. No change to indicators  
    4. Assume multiple 700s exist in file 
    5. Assume that the matched $0 is included in the import file

A. No impact to linking 

B. I expect something else.   



7

Update bib record via data import with a Change to a linked bib field value Controlled by authority

  1. User updates a linked bib record via data import.
  2. The import file contains a bib record with a  
      1. change to Linked MARC bib 100 field $a  Angeloo, Maya BUT is linked to authority record 100 $a Angelou, Maya 
    2. Assume that the matched $0 is included in the import file

Question 1: How common is this scenario? 

A. Very common

B. Occasional

C. Very rarely happens. Definitely edge case.  


Question 2: What is your preferred outcome for this scenario?

A. Do not update the field. Flag the reason why as this record is controlled by an authority record.  FOLIO provides a report when a user attempts to edit controlled values. (Applies to repeatable fields too) 

B. Proceed with update. FOLIO provides a report that informs user that  update conflicts with linked authority record. If user edits bib record via quickMARC then system can auto-correct to accurate values when user hits Save. A message/indicator can display for use to unlink authority record or allow for quickMARC to auto-correct. (Applies to repeatable fields too) 

C. I expect something else 

Question 1





Question 2


8

Update bib record via data import AND linked bib field has no $0 AND changes to uncontrolled values

  1. User updates a linked bib record via data import.
  2. The import file contains a bib record with a  
    1. Linked MARC 100 bib field without a $0
    2. Has changes to uncontrolled value(s) 

Question 1: How common is this scenario? 

A. Very common. We do not maintain $0. 

B. Occasional

C. Very rarely happens. We maintain $0. Definitely edge case.  


Question 2: What is your preferred outcome for this scenario?

A. Continue with update to uncontrolled value(s) and to $0. Bib field remains controlled (linked to an authority record). FOLIO provides a report when a linked bib field has a missing $0 value. And when user edits bib record via quickMARC then auto-populate $0 when user hits Save. (Applies to repeatable fields too) 

B. I expect something else 



9

Update bib record via data import AND linked bib field has no $0 AND changes to controlled values

  1. User updates a linked bib record via data import.
  2. The import file contains a bib record with a  
    1. Linked MARC 700 bib field does not include $0 in the file.
    2. Has changes to controlled value(s)



10

Update bib record via data import AND Linked bib field has a different $0 value  

  1. User updates a linked bib record via data import.
  2. The import file contains a bib record with a  
    1. Linked MARC 700 bib field includes a $0 but the value stored  (ex. no234556) is not the same as what is in the import (ex. no234349). No other change made to this MARC bib 700 field
    2. Assume multiple 700s exist in file



11

Update bib record via data import AND Linked bib field has a different $0 and change to a controlled value in an import file to be updated. 

  1. User updates a linked bib record via data import.
  2. The import file contains a bib record with a  
    1. Linked MARC bib 100 field includes a $0 but the value stored  (ex. no234556) is not the same as what is in the import (ex. no234349).
    2. And subfield $d has changed from 1900 - 1998 to 1900 - 2000 

Question 1: How common is this scenario? 

A. Very common. We do not maintain $0. 

B. Occasional

C. Very rarely happens. We maintain $0. Definitely edge case.  


Question 2: What is your preferred outcome for this scenario?

A. Do not update the field. Flag the reason why as this record is controlled by an authority record.  FOLIO provides a report when a user attempts to edit controlled values. (Applies to repeatable fields too) 

B. Proceed with update. FOLIO provides a report that informs user that  update conflicts with linked authority record. If user edits bib record via quickMARC then system can auto-correct to accurate values when user hits Save. A message/indicator can display for use to unlink authority record or allow for quickMARC to auto-correct. (Applies to repeatable fields too) 

C. I expect something else 

Question 1





Question 2


12

Update bib record via data import and contains multiples of the same repeatable MARC field and one of them is linked AND has no $0 

  1. User updates a linked bib record via data import.
  2. The import file contains a bib record with
    1. Several MARC bib 700 fields that are linked and some are unlinked. One of the linked MARC bib 700 field has no $0

Question 1: How common is this scenario? 

A. Very common. We do not maintain $0. 

B. Occasional

C. Very rarely happens. We maintain $0. Definitely edge case.  


Question 2: What is your preferred outcome for this scenario?

A. Continue with update. Bib field remains controlled (linked to an authority record). FOLIO provides a report when a linked bib field has a missing $0 value. And when user edits bib record via quickMARC then auto-populate $0 when user hits Save. 

B. I expect something else 

Question 1




Question 2


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