Skip to end of banner
Go to start of banner

MARC Validation

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

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 


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 
  • This feature will however focus on MARC. Additional features must be created to support other formats. 
  • Technical design will focus on MARC bibliographic and MARC authority records. 

Feature Matrix 


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 

  • No labels