Original MARC Bibliographic Cataloging

Feature

UXPROD-3909 - Getting issue details... STATUS

Problem

  • In current state, catalogers can only create an original MARC bibliographic record via Data Import, Single Record Import, or by deriving an existing record in Inventory. In order to support streamlined cataloging workflows, catalogers need a way to create a new MARC bibliographic record via the quickMARC UI

In Scope

  • Create original bibliographic record via quickMARC UI

Out of Scope

  • Template management
  • Create original authority records
  • Further UI/UX improvements (requires further analysis of workflow)
    • Fixed field dropdowns
    • Additional shortcut keys

Requirements

RequirementUse CaseStatusJira Ticket(s)
Create new permission for creating a new MARC Bibliographic Record - quickMARC: Create MARC bibliographic record
  • Teams may have specific staff members that are responsible for original cataloging

VALIDATED

UIQM-355 - Getting issue details... STATUS

Add new option to Inventory>Actions: +New MARC Bib Record

  • Users already manage bibliographic records and associated metadata within the Inventory app

    • “Fast add” options in other access points may not be as efficient as creating an Instance required

VALIDATED

UIIN-2356 - Getting issue details... STATUS

Upon selecting option to create New MARC Bib record, generate new MARC Bib record
  • National libraries may distribute catalog records to participating libraries

  • Libraries that hold materials unique to their institution (special collections)

VALIDATED

UIIN-2380 - Getting issue details... STATUS

Generate 001, 005, and 999 upon save
  • Provide HRID
  • Provide date/time stamp of creation
  • Provide UUID

VALIDATED

UIQM-415 - Getting issue details... STATUS

Populate default values in the leader:

  • LDR/00-04: [Record Length]

  • LDR/05: “n”

  • LDR/06-08: “/”

  • LDR/09: “a”

  • LDR/10: “2”

  • LDR/11: “2”

  • LDR/12-16: [Leader Length + Directory]

  • LDR/17: “u”

  • LDR/18: “u”

  • LDR/19: “\”

  • LDR/20: “4”

  • LDR/21: “5”

  • LDR/22: “0”

  • LDR/23: “0”

  • Increase efficiency by prepopulating Leader values that can be assigned by the system

VALIDATED

UIQM-415 - Getting issue details... STATUS

Populate 008 with blank positions applicable to all materials:

  • 008/39 Cataloging source

  • 008/35-37 Language

  • 008/38 Modified record

  • 008/15-17 Place of publication, production, or execution

  • 008/00-05 Date entered on file

  • 008/06 Type of Date

  • 008/07-10 Start date

  • 008/11-14 End date

  • Increase efficiency by prepopulating 008 positions that are applicable to all materials

DEFERRED


Add 245 field with two blank indicator values and an empty $a
  • Increase efficiency by prepopulating record with the basic requirements for quickMARC validation

VALIDATED

UIQM-415 - Getting issue details... STATUS

Add the ability to suppress the record from discovery on the quickMARC UI
  • Cataloger may forget to navigate back to the Instance to suppress / More efficient workflow to suppress
  • *Deferred; technical approach would require making the SRS record the source of truth, so the suppression options would always have to be made in the quickMARC UI

DEFERRED


Automatically populate the Cataloged Date and Instance status term ("Cataloged") on the Instance record upon bib record creation
  • May provide helpful information for routing purposes
  • *Deferred due to further analysis needed on workflow

DEFERRED


Retain existing save/edit functionality as Edit/Derive
  • UI/UX consistency

VALIDATED

UIQM-415 - Getting issue details... STATUS

Leader 06/07 - 008 Testing Scenarios

Scenario

Type

Leader 06Leader 07008 Positions Available (position: label)
1Booksa or ta, c, d, or m
  • 06: DtSt
  • 07-10: Start date
  • 11-14: End date
  • 15-17: Ctry
  • 18-21: Ills
  • 22: Audn
  • 23: Form
  • 24-27: Cont
  • 28: GPub
  • 29: Conf
  • 30: Fest
  • 31: Indx
  • 33: LitF
  • 34: Biog
  • 35-37: Lang
  • 38: MRec
  • 39: Srce
  • Ctrl

Note - the following positions are system generated so they won't have a corresponding 008 position:

  • 00-05: Date entered on file

2Books - errorap
  • 008 field is retained, but no positions appear:
  • Upon save, user receives error message indicating an invalid 07 value
3Computer Filesma, b, c, d, i, m, or s
  • 06: DtSt
  • 07-10: Start date
  • 11-14: End date
  • 15-17: Ctry
  • 22: Audn
  • 23: Form
  • 26: File
  • 28: GPub
  • 35-37: Lang
  • 38: MRec
  • 39: Srce
  • Ctrl

Note - the following positions are system generated so they won't have a corresponding 008 position:

  • 00-05: Date entered on file

Note - the following positions are undefined in the standard so they won't have a corresponding 008 position:

  • 18-21
  • 24-25
  • 27
  • 29-34

4Computer Files - errormp

008 field and the above positions are retained, however, upon save user receives an error message indicating an invalid 007 field.

5Mapse, fa, b, c, d, i, m, or s
  • 06: DtSt
  • 07-10: Start date
  • 11-14: End date
  • 15-17: Ctry
  • 18-21: Relf
  • 22-23: Proj
  • 25: CrTp
  • 28: GPub
  • 29: Form
  • 31: Indx
  • 33-34: SpFm
  • 35-37: Lang
  • 38: MRec
  • 39: Srce
  • Ctrl

Note - the following positions are system generated so they won't have a corresponding 008 position:

  • 00-05: Date entered on file

Note - the following positions are undefined in the standard so they won't have a corresponding 008 position:

  • 24
  • 26-27
  • 30
  • 32

6Maps - errore, fp

008 field and the above positions are retained, however, upon save user receives an error message indicating an invalid 007 field.

7Musicc, d, i, or ja, b, c, d, i, m, or s
  • 06: DtSt
  • 07-10: Start date
  • 11-14: End date
  • 15-17: Ctry
  • 18-19: Comp
  • 20: FMus
  • 21: Part
  • 22: Audn
  • 23: Form
  • 24-29: AccM
  • 30-31: LTxt
  • 33: TrAr
  • 35-37: Lang
  • 38: MRec
  • 39: Srce
  • Ctrl

Note - the following positions are system generated so they won't have a corresponding 008 position:

  • 00-05: Date entered on file

Note - the following positions are undefined in the standard so they won't have a corresponding 008 position:

  • 32
  • 34

8Music - errorsc, d, i, or jp

008 field and the above positions are retained, however, upon save user receives an error message indicating an invalid 007 field.

9Continuing resourcesab, i, or s
  • 06: DtSt
  • 07-10: Start date
  • 11-14: End date
  • 15-17: Ctry
  • 18: Freq
  • 19: Regl
  • 21: SrTp
  • 22: Orig
  • 23: Form
  • 24: EntW
  • 25-27: Cont
  • 28: GPub
  • 29: Conf
  • 33: Alph
  • 34: S/L
  • 35-37: Lang
  • 38: MRec
  • 39: Srce
  • Ctrl

Note - the following positions are system generated so they won't have a corresponding 008 position:

  • 00-05: Date entered on file

Note - the following positions are undefined in the standard so they won't have a corresponding 008 position:

  • 20
  • 30-32
10Continuing resources - erroraq
  • 008 field is retained, but no positions appear:
  • Upon save, user receives error message indicating an invalid 07 value
11Visual materialsg, k, o or ra, b, c, d, i, m, or s
  • 06: DtSt
  • 07-10: Start date
  • 11-14: End date
  • 15-17: Ctry
  • 18-20: Time
  • 22: Audn
  • 28: GPub
  • 29: Form
  • 33: TMat
  • 34: Tech
  • 35-37: Lang
  • 38: MRec
  • 39: Srce
  • Ctrl

Note - the following positions are system generated so they won't have a corresponding 008 position:

  • 00-05: Date entered on file

Note - the following positions are undefined in the standard so they won't have a corresponding 008 position:

  • 21
  • 23-27
  • 30-32

12Visual materials -errorg, k, o or rp

008 field and the above positions are retained, however, upon save user receives an error message indicating an invalid 007 field.

13Mixed materialspa, b, c, d, i, m, or s
  • 06: DtSt
  • 07-10: Start date
  • 11-14: End date
  • 15-17: Ctry
  • 23: Form
  • 35-37: Lang
  • 38: MRec
  • 39: Srce
  • Ctrl

Note - the following positions are system generated so they won't have a corresponding 008 position:

  • 00-05: Date entered on file

Note - the following positions are undefined in the standard so they won't have a corresponding 008 position:

  • 18-22
  • 24-34

14Mixed materials - errorpp

008 field and the above positions are retained, however, upon save user receives an error message indicating an invalid 007 field.