MARC validation - Logic
- Khalilah Gambrell
- Christine Schultz-Richert
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
- EXCEPTION: Can change Help URL
- EXCEPTION: 245/999 indicator - will follow standard indicator rules
- EXCEPTION: 245/999 subfield - will follow standard subfield rules.
- MARC AUTHORITY: Tenant cannot change the validation rules for Leader (LDR), 001, 005, 999 ff, and control field 006/007/008.
- EXCEPTION: Can change Help URL
- EXCEPTION: 999 indicator - will follow standard indicator rules
- EXCEPTION: 999 subfield - will follow standard subfield rules.
- 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 Rules Logic Overview
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 validation rule is set to required) | PREVENT SAVE (if validation rule is set to NR and user enters duplicate field.) | WARN (if code is not specified in rule.) | WARN (if code is not specified in rule.) | WARN (if code is not specified in rule.) | PREVENT SAVE (if validation rule is set to required) | PREVENT SAVE (if validation rule is set to NR and user enters duplicate subfield code.) |
Types of MARC fields rules
System: Tenant cannot change validation rules for the following fields
Standard: Some validation rules can be configured at the tenant level. Standard 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)
System field rules
YES- can be changed | NO- cannot be changed | APPEND-cannot change MARC specified values. Can add more codes with names.
| Field number/tag | Required/ Optional | Field Repeatable (R) / Not repeatable (NR) | Field name | Help URL | Ind 1 & 2 name | Ind 1 & 2 code | Ind 1 & 2 code name | Subfield code | Subfield code required / optional | Subfield code Repeatable (R) / Not repeatable (NR) | Subfield code name |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NO | NO | NO | NO | YES | NO | APPEND (if local) | APPEND(if local) | APPEND(if local) | YES | APPEND (if local) | APPEND (if local) |
Tenant configuration
Standard field: Tenant level configuration options
YES- can be changed
NO- cannot be changed
APPEND-cannot change MARC specified values. Can add more codes with names.
| Field number/tag | Required/ Optional | Field Repeatable (R) / Not repeatable (NR) | Field name | Help URL | Ind 1 & 2 name | Ind 1 & 2 code | Ind 1 & 2 code name | Subfield code | Subfield code required / optional | Subfield code Repeatable (R) / Not repeatable (NR) | Subfield code name |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NO | YES | NO | NO | YES | NO | APPEND | APPEND | APPEND | YES | APPEND | APPEND |
Standard (fna Non-local) fields > Tenant can modify
- Tag
- Required/Optional
- MARC Tag field name (Tenant cannot override)
- MARC Tag - help URL (Tenant can override)
- Indicator
- Indicator 1 and Indicator 2
- Tenant cannot change Indicator name specified by MARC
- Tenant cannot change Indicator codes and Indicator code names specified by MARC
- BUT Tenant can add/append more valid Indicator codes and Indicator code names NOT specified by MARC (IOW can define local indicator codes and indicator code names)
- Indicator 1 and Indicator 2
- Subfield
- Tenant cannot change subfield name specified by MARC
- Tenant cannot change subfield code and subfield code names specified by MARC
- But Tenant can add/append more valid subfield codes and subfield code names NOT specified by MARC (if invalid value) (IOW tenant can define local subfield codes and subfield code names)
- Non-repeatable (NR) / Repeatable (R)
- Subfield is required/optional
- Cannot specify $9 for linkable bib fields since it is reserved for authority linking
- 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 name | Help URL | Ind 1 & 2 name | Ind 1 & 2 code | Ind 1 & 2 code name | Subfield code | Subfield code required / optional | Subfield code (R) / Not repeatable (NR) | Subfield code name |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 name
- MARC Tag - help URL (Default: blank)
- Indicator 1
- Define valid values including names
- Indicator 2
- Define valid values including names
- Subfield
- Define valid subfields including subfield names
- Non-repeatable (NR) / Repeatable (R) (Default: Repeatable)
- Subfield required/optional: (Default: Optional)
See MARC Validation Rules - Definition and Acceptable values