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MARC validation - Logic

MARC validation - Logic

Dec 30, 2024

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)

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

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

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

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