Requirement | Linking bib field to authority record | Create/Derive/Edit bib record interactions (updated)

No change. Nothing happens as far as linking.

JAC- Would want to run some sort of authority matching process with $0, but would prefer authority control process is not linked to data import. 

JE: I'd like to see sort of utility where institutions can set what they want to do and when.

No change. Nothing happens as far as linking.

JAC- Same as above. Would want linking process to happen separately from record creation. 

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

Overlay a MARC bib record with fields linked to authority records. (user case is occasional)

1. A MARC bib record has several bib field(s) linked to authority records
2. Then user overlays the MARC bib record via single record import 

If the incoming bib field contains a $0 that matches the existing $0 then keep linking

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 or $ 9is included in the import file

No change thus no impact to linking. (also applies to repeated fields)

Same as manual

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 100 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 that the matched $0 0r $9 is included in the import file

• No impact to linking. (also applies to repeated fields) 
• Only the uncontrolled $e will be updated so it will now be $e author $narrator

Same as manual

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

1. User updates a linked bib record via data import.
2. The import file contains a bib record with a  
   1. 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 or $9 is included in the import file

If $0 is the same then no update. Remains 100 $a Angelou, Maya. 

JE: I think having some sort of utility where you can look at the report and then take action on it -auto correct, manually correct, or something else.

Update bib record via data import AND Linked bib field has a different $0 or $9 value  (occasional use case) 

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 includes a $0 or $9 but the value stored  (ex. no234556) is not the same as what is in the import (ex. no234349). No other change made this field

Update bib record via data import AND Linked bib field has a different $0/$9 or no $0/$9 and change to a controlled value. 

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/$9 but the value stored  (ex. no234556) is not the same as what is in the import (ex. no234349) OR no $0/$9 at all 
   2. And subfield $d has changed from 1900 - 1998 to 1900 - 2000 

• Update bib field including updates to $0 and $d
• and unlink from authority record (Unless field protected) 

JE: I feel that institutions should be able to schedule this and perhaps even the types of updates that take place.

Update bib record via data import AND Linked bib field has a different $0 or no $0  and change to a uncontrolled value. (occasional use case) 

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) OR no $0 at all 
   2. And subfield $e has changed from  $e author to $e author $e narrator

• Proceed with update of $0 and $e. 
• Remove linking.

JAC-We want to update the data we are bringing in; we don't always want authorities app to be doing field protection for us, and when we do we want to turn it off and on.

Delete a linked/controlled MARC bib field via quickMARC

1. Existing bib record has a MARC =600  07$aBlack Panther$c(Fictitious character)$2fast$0(OCoLC)fst02000849
2. Cataloger deletes the field 
3. Saves the bib record

• MARC 600 will no longer exist for this bib record
• Unlink bib field from authority record 

Delete a linked/controlled MARC bib field via data import AND no data field protection applied

1. Existing bib record has a MARC =600  07$aBlack Panther$c(Fictitious character)$2fast$0(OCoLC)fst02000849
2. Incoming bib record does not have this field 

• No change to data import process 
• MARC 600 will no longer exist for this bib record
• Unlink bib field from authority record 

Data import should let us upload what we want to, even if the records are poor.

JE: Linking errors should be reporting in a separate report to look at and resolve separately.