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DRAFT: Subject validation

DRAFT: Subject validation

May 29, 2023

Name & Name-title headings

Bib Field number

Default rule: Bib indicator 2

Default rule: Authority 008/position 15

Rules a tenant can set (optional)

Example

Bib Field number

Default rule: Bib indicator 2

Default rule: Authority 008/position 15

Rules a tenant can set (optional)

Example

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) 

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)

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

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

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

Example

Bib Indicator 2 value

Default 008/position 11 

Tenant can override authority 008/position 11 rule(s) 

Tenant can override 008/position 15 rule

Example

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