Requirement questions: Linking bib field and authority record

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

B. Something else. 

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

B. Something else

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

B. Something else

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

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

No action required 

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

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. Linked MARC bib 700 field has a change to $a 
      1. File import has MARC bib 700 field $a  Angeloo, Maya BUT the MARC bib 700 is linked to authority record 100 $a Angelou, Maya 
   2. Assume multiple 700s exist in file. 
   3. Assume that the matched $0 is included in the import file
   4. Assume that $9 is not included in the import file 

NR (ex. 100): This field does not get updated BUT there is some indication as to why the field was not updated and it can potentially be via

R: (ex 700 - some of the 700s change) -  

a.) DI job log report 

b.) Separate - in-app report 

The report should include

• Instance/HRID with link to the record
• Linked MARC field number that was not updated 
• Date/time stamp of the update
• Reason the Linked MARC field number was not update. 
  • Controlled field value does not match
  • Missing $0 
  • Changed $0 
  • possibly missing $9?
• Data import job ID? 

Update bib record via DI AND Linked bib field has no $0 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 100 field does not include $0. No other change made to 100
   2. Assume that $9 is not included in the import file

Update bib record via DI AND Linked bib field has a different $0 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 100 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 100
   2. Assume that $9 is not included in the import file

Update bib record via DI 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 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 
   3. Assume that $9 is not included in the import file

Update bib record via DI and the bib field number is repeatable one of the bib field rows has been updated. 

1. User updates a linked bib record via data import.
2. The import file contains a bib record with a  
   1. There are several 700 fields that are linked and some of are unlinked. One of the linked 700
      1. Includes a $0 but the value stored  (ex. no234556) is not the same as what is in the import (ex. no234349).
   2. Another linked 700 
      1. Has subfield $d has changed from 1900 - 1998 to 1900 - 2000 
   3. A non-linked 700 has a change 
   4. Assume that $9 is not included in the import file

Update bib record via DI and the bib field number is repeatable one of the bib field rows has been updated. (Has no $0) 

1. User updates a linked bib record via data import.
2. The import file contains a bib record with a  
   1. There are several 700 fields that are linked and some of are unlinked. One of the linked 700
      1. Has no $0 
   2. Assume that $9 is not included in the import file

• Cannot edit linked MARC bib fields

• If linked to a bib record AND authority 1XX OR 010$a has been updated then update all linked bib records with changed value(s). 
• Bib updates should happen in a separate process.
• See below on options on how to communicate status/updates to users.  
• Consider that multiple updates can happen concurrently. 

Question(s): Expected time frame for changes to flow to all linked bib records. 

Talk with Ann-Marie and Magda regarding statuses. 

PS: expected time depends on amount of records and SRS and Inventory load in moment of update (for example a huge data-import is in progress). 

KG: Which service/module will handle the bib updates?

• If authority 1XX or 010$a has been updated then update all linked bib records with changed value(s). 
• Bib updates should happen in a separate process not as a part of MARC authority updates via data import. 
  • Once data import job is complete then a process should begin to update bib records 
  • Options to communicate to cataloging staff that updates are complete
    • Possibly use Bulk-edit? Or Bulk-edit + schedule option?
    • OR Create a log page that provides a query to all bib records updated based on authority record updates via MARC authority? Or dashboard widget that list log/jobs and current status to complete updates? 
• Consider that multiple updates can happen concurrently. 

Question(s): Expected time frame for changes to flow to all linked bib records. 

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KG: Any thoughts on Options to communicate to cataloging staff that updates are complete?

KG: Which service/module will handle the bib updates?

• Allow for deletion to proceed 
• Ask user to confirm that they want to delete the authority record. Ensure they understand impact of unlinking these records by providing # of records to be unlinked. 
• Linked bib fields are no longer linked. No change to any bib subfield values.... only change is these fields can be edited.