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MARC validation - Logic

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IN PROGRESS

Contents

Validation rules 

  • MARC BIB : Tenant cannot change the validation rules for Leader (LDR),  001, 005, 245, 999 ff, and control fields 006/007/008 
  • MARC AUTHORITY: Tenant cannot change the validation rules for Leader (LDR), 001, 005, 1XX, 999 ff, and control field 008. 
  • MARC Field
    • Required means the field is required to save the record. 
    • Non-repeatable (NR)/Repeatable (R) = Cannot save a record if the MARC field is set to NR and the MARC tag has been entered multiple times 
  • Indicator 1 
    • If user enters an invalid value then system will log it as a Warn but proceed with saving the record 
  • Indicator 2 
    • If user enters an invalid value then system will log it as a Warn but proceed with saving the record 
  • Subfield 
    • If user enters an invalid value then system will log it as a Warn but proceed with saving the record 
    • Non-repeatable (NR)/Repeatable (R) = Cannot save a record if the subfield is set to NR and the subfield has been entered multiple times 
    • If subfield is required then cannot save the record
  • If the library enters a MARC field that is not on the validation list then system will log it as a Warn but proceed with saving the record 
  • ECS 
    • Local record will validate against the member library's validation list 
    • Shared record will validate against the central tenant's validation list 

Validation Errors

  • WARN: Warn message, but allow user to bypass and save

  • PREVENT SAVE : Present error toast and do not allow user to save

Required/ Optional

Field Repeatable (R) / Not Repeatable (NR)

Ind 1 code

Ind 2 code

Subfield code

Subfield code required / optional

Subfield code Repeatable (R) / Not Repeatable (NR)

PREVENT SAVE (if Required)

WARN (if Optional)

PREVENT SAVE (if NR)

WARN 

WARN

WARN 

PREVENT SAVE (if Required) 

WARN (if Optional)


PREVENT SAVE (if NR)

Types of MARC fields

  • System-level: Tenant cannot change validation rules for the following fields

    • MARC BIB : 001, 005, 245, 999 ff, and control fields 006/007/008. 

    • MARC AUTHORITY:  001, 005, 1XX, 999 ff, and control field 008.

  • Non-local:  Some validation rules can be configured at the tenant level. Non-local fields are documented by LOC as not local. (ex. 130) 

  • Local: all validation rules can be configured by the tenant. Local fields are: 

    • Not documented by LOC as a valid tag (ex. 192) 

    • Documented as a MARC local tag by LOC > 9xx, x9x, or xx9 (except 999 and 490)

Tenant configuration

Non-local field: Tenant level configuration options

  • YES- can be changed

  • NO- cannot be changed

  • APPEND-cannot change MARC specified values. Can add more codes with descriptions. 

Field number/tag

Required/ Optional

Field Repeatable (R) / Not repeatable (NR)

Field description

Help URL

Ind 1 & 2 description

Ind 1 & 2 code

Ind 1 & 2 code description

Subfield code

Subfield code required / optional

Subfield code Repeatable (R) / Not repeatable (NR)

Subfield code  description

YES

YES

NO

YES

YES

NO

APPEND

APPEND

APPEND

YES

APPEND

APPEND

Non-local fields > Tenant can modify

  • Tag
    • Required/Optional
    • MARC Tag field description (Tenant can override) 
    • MARC Tag - help URL (Tenant can override) 
  • Indicator 
    • Indicator 1 and Indicator 2
      • Tenant cannot change Indicator description specified by MARC 
      • Tenant cannot change Indicator codes and Indicator code descriptions specified by MARC 
      • Tenant can add more valid Indicator codes and Indicator code descriptions NOT specified by MARC 
  • Subfield  
    • Valid subfields codes including subfield descriptions (Tenant can add more valid subfield codes and descriptions)  
    • Non-repeatable (NR) / Repeatable (R) - (Tenant can set/modify for additional valid subfield codes)  
    • Subfield is required/optional (Tenant can set required/optional for any subfield code) 
    • Exceptions might be $9 and $0 for a field that can be controlled by an authority heading 
  • See more details MARC Validation Rules - Definition and Acceptable values

Local field: Tenant level configuration options

  • YES- can be changed

  • NO- cannot be changed

Field number/tag

Required/ Optional

Field Repeatable (R) / Not repeatable (NR)

Field description

Help URL

Ind 1 values

Ind 2 values

Ind 1 & 2 descriptions

Subfield code

Subfield code required / optional

Subfield code (R) / Not repeatable (NR)

Subfield code description

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

Local fields > Tenant can create/edit/delete

  • Tag 
    • Optional or Required (Default: Optional)
    • Not Repeatable or Repeatable (Default: Repeatable) 
    • MARC Tag field description  
    • MARC Tag - help URL (Default: blank) 
  • Indicator 1 
    • Define valid values including descriptions 
  • Indicator 2 
    • Define valid values including descriptions
  • Subfield  
    • Define valid subfields including subfield descriptions
    • Non-repeatable (NR) / Repeatable (R) (Default: Repeatable)
    • Subfield required/optional: (Default: Optional)

See MARC Validation Rules - Definition and Acceptable values 

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