Name & Name-title headings

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 15	Rules a tenant can set (optional)
600	Do not check indicator 2 No change to existing Orchid requirement. Can link to any authority 100	Do not check No change to existing requirement	008/position 15 = value Tenant can set rules for handling indicator 2 = 7 (See Handle 7 section)
610	Do not check indicator 2 No change to existing Orchid requirement. Can link to any authority 110	Do not check No change to existing requirement	008/position 15 = value Tenant can set rules for handling indicator 2 = 7 (See Handle 7 section)
611	Do not check indicator 2 No change to existing Orchid requirement. Can link to any authority 111	Do not check No change to existing requirement	008/position 15 = value Tenant can set rules for handling indicator 2 = 7 (See Handle 7 section)

Uniform title heading

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 15	Rules a tenant can set (optional)
630	Do not check indicator 2 No change to existing requirement. Can link to any authority 100	Do not check No change to existing requirement	008/position 15 = value Tenant can set rules for handling indicator 2 = 7 (See Handle 7 section)

Geographic name heading

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 15	Rules a tenant can set (optional)
651	Do not check indicator 2 No change to existing requirement. Can link to any authority 151	Do not check No change to existing requirement	008/position 15 = value Tenant can set rules for handling indicator 2 = 7 (See Handle 7 section)

Subject/Topical term heading

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 11	Default rule: Authority 008/position 15	Rules a tenant can set
650	Check indicator 2 Link to authority 150	See below table(s)	Check for a - Appropriate	Can override authority 008/position 11 Can override authority 008/position 15 Can set indicator 2 = null handling Can set indicator 2 = 4 handling Can set indicator 2 = 7 handling (See Handle 7 section) AND also See Table: Subject/Topical term/Genre (650/655 bib/150/155 authority) default validation rules

Genre heading

Bib Field number	Default rule: Bib indicator 2	Default rule: Authority 008/position 11	Default rule: Authority 008/position 15	Rules a tenant can set
655	Check indicator 2 Link to authority 155	See below table(s)	Check for a - Appropriate	Can override authority 008/position 11 Can override authority 008/position 15 Can set indicator 2 = null handling Can set indicator 2 = 4 handling Can set indicator 2 = 7 handling (See Handle 7 section) AND also See Table: Subject/Topical term/Genre (650/655 bib/150/155 authority) default validation rules

Subject/Topical term/Genre (650/655 bib/150/155 authority) default validation rules

Bib Indicator 2 value	Default 008/position 11	Tenant can override authority 008/position 11 rule(s)	Tenant can override 008/position 15 rule
0 - Library of Congress Subject Headings	008 position 11 = a	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
1 - LC subject headings for children's literature	008 position 11 = b	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
2 - Medical Subject Headings	008 position 11 = c	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
3 - National Agricultural Library subject authority file	008 position 11 = d	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
4 - Source not specified	008 position 11 = n	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
5 - Canadian Subject Headings	008 position 11 = k	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
6 - Répertoire de vedettes-matière	008 position 11 = v	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values	Override default value with any value. It is all OR a (default).
null	008 position 11 = \| (no attempt to code)	Override default 008/position 11 value with Any authority heading (150) regardless of 008/position 11 value Or can be set to multiple 008/position 11 values Or cannot link to any 150 at all	Override default value with any value. It is all OR a (default).

Invalid second indicator

If a user enters an invalid second indicator (so not a null or 0-7) then return an error message.

Handle 7 - Source specified in subfield $2

Default rules : MARC authority 008 position 11 = z AND must have a MARC bib subfield 2 value
Tenant can override
- Default 008/position 11 value with any authority heading (150) regardless of 008/position 11 value OR can be set to multiple 008/position 11 values
- Default 008/position 15 value with any value. It is all OR a (default).
- Tenant can define MARC bib subfield 2 handling by
  - Setting the MARC authority field number and subfield to check for matching bib subfield 2 value
    - Can only set multiple MARC authority field numbers and subfields AND cannot set to null
  - Default MARC authority field number and subfield: 040 $f
  - Removing MARC authority field number and subfield will trigger a warning message that the link bib fields will become unlinked
  - Editing MARC authority subfield value will trigger a warning message and will result in the bib subfield 2 value being updated

Subfield 2 > Create/Edit/Derive a MARC bib requirements

Unlinkable fields > Allow user to enter/edit a subfield 2 (including multiples)
Linkable fields > Allow user to enter/edit a subfield 2 (including multiples)
Linked fields that are not 6XX > Not read only AND user can enter/edit subfield 2 (including multiples)
Linked fields that are 6XX > Read only AND user cannot enter/edit subfield 2 (including multiples)

Subfield 2 > Create a MARC bib import requirements

Unlinkable fields > Allow user to import and create a field(s) with a subfield 2 (including multiples)
Linkable fields > Allow user to import and create a field(s) with a subfield 2 (including multiples)

Subfield 2 > Update a MARC bib import requirements

Unlinkable fields > Allow user to import and update a field(s) with a subfield 2 (including multiples)
Linkable fields > Allow user to import and update a field(s) a subfield 2 (including multiples)
Linked fields that are not 6XX > Allow user to import and update a field(s) a subfield 2 (including multiples)
Linked fields that are 6XX >
- If the same subfield 2 then no change
- If a different subfield 2 then do not change existing subfield 2 UNLESS $0 has changed or does not exist
- If multiple subfield 2 then do not change existing subfield 2 UNLESS $0 has changed or does not exist

Automated linking

If user enables automated linking for any 6XX then check against these subject thesaurus validation rules and presence of $0
If $0 exist for an authority record and that authority record follows the defined tenant subject thesaurus validation rules then link the bib field
- If a single subfield 2 is used to link the bib field then the field should be read only
- If multiple subfield 2 then only keep the subfield 2 that is tied to the linked authority heading

Manual linking

Apply validation rules
If user creates a new field then
- Check 2nd indicator value for rules to apply
- IF 2nd indicator value = 7 then populate subfield 2 with authority field/subfield value defined by library Source code and make read only
If invalid selection then show an error message [You have selected an invalid heading based on the bibliographic field you want controlled. Please revise your selection.]

Authority updates

040f or field/subfield defined by library as Source > Create/Edit MARC authority via UI

040 must be non-repeatable and is required when 008/position 11 = z
- 040 subfield f is also required when 008/position 11 = z
If multiple or does not exist then Error: Show an error message > Can only have one <<cataloging source (040 field) and only one subfield f value>>.
If user updates source subfield value then update all linked bib fields

040f or field/subfield defined by library as Source > Create a MARC Authority import requirements

Must be a NR MARC field and subfield.
If multiple then fail record and return Error: Show an error message > Can only have one <<cataloging source (040 field) and only one subfield f value>>.

040f or field/subfield defined by library as Source > Update a MARC Authority import requirements

Must be a NR MARC field and subfield.
Update to 040f or field/subfield defined by library as Source will also update linked bib fields
If 040f or field/subfield defined by library as Source is deleted then fail authority record update and return error message
If multiple then fail authority record update and return error message
Error: Show an error message > Can only have one <<cataloging source (040 field) and only one subfield f value>>.

008 updates

Create/Edit Authority via UI

Any change to position 11 and/or 15 will do either one of the below options.
- A. in unlinking the bib field from the authority heading. UI will show an are you sure want to do this warning message.
- B. Allow the change to proceed and update linked bib field second indicator and/or subfield 2

Create a MARC Authority import requirements

N/A

Update a MARC Authority import requirements

Any change to position 11 and/or 15 (including entire removal of 008) will do either one of these options
- A. unlinking the bib field from the authority heading
- B. Allow the change to proceed and update linked bib field second indicator and/or subfield 2

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