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)
  - Undefined value must be expressed as #
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

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