MARC Validation Release Deployment

Owned by Khalilah Gambrell
Last updated: Jul 10, 2024
2 min read

Bib Validation rules

  1. Assume that system validation rules do not require fetching MARC bib specification rules from LOC and behavior should be no different from Quesnelia release

  2. MARC bib specification should be fetched IF the library wants to use this feature to validate against LOC MARC bib standards and wants to set tenant level validation rules for MARC standards and Local fields.

    1. In other words, a library needs to decide to use this feature with the Fetch action. If they do not fetch, then library is electing to validate against system rules only and UX should be the same as Quesnelia release. There should be no display of Warn errors.

  3. Once the fetch occurs then library should be able to use endpoints to configure rules

    1. Field

      1. System > Update Field Help URL

      2. Standard > Update required status and field help URL

      3. Local > Create/Update all field parameters

    2. Indicator

      1. Standard > Create/Update local indicator codes and code names

      2. Local > Create/Update indicator order, indicator name, indicator codes, indicator code names

    3. Subfield

      1. Standard > Update standard subfield required and repeatability status. Create/Update local subfield required and repeatability status, subfield code, subfield code names.

      2. Local > Create/Update local subfield required and repeatability status, subfield code, subfield code names.

  4. Ideally the library configures rules on dry-run and/or test environment and conducts testing.

  5. Production environment should be able to use or point to rules setup in dry-run and/or test environments so that library does not need to duplicate. Is this possible? Ask hosting.

  6. After release/deployment to production > dry-run and test environments should be used to experiment with additional rules updates before making updates to production.

  7. Calling fetch for LOC MARC specifications will

    1. Reset standard validation rules to default. Removing any local indicator and subfield rules.

    2. No change to system rules.

    3. Maintain local field validation rules.

Authority Validation rules

  • Same as Bib Validation rules deployment

  • If a library is not using MARC authority app, must they fetch Authority validation rules from LOC?

Additional questions

  • How can a library export Bib rules (system/standard/local rules)?

  • How can a library export Authority rules (system/standard/local rules)?