Add or change a MARC validation rule

To add or change validation rules for bibliographic or authority MARC formats.

Note:
These permissions are required to view and change the MARC Validation Editor:
Access administration: Allow
Modify profiles: Allow
Access MARC Validation: Authority: Allow
Access MARC Validation: Bibliographic: Allow
MARC Validation: Authority - insert row: Allow
MARC Validation: Authority - modify row: Allow
MARC Validation: Authority - delete row: Allow
MARC Validation: Bibliographic - insert row: Allow
MARC Validation: Bibliographic - modify row: Allow
MARC Validation: Bibliographic - delete row: Allow

  1. In the Administration Explorer tree view, expand the System folder.
  2. Select Profiles and select the Cataloging tab.
  3. Double-click MARC validation: Bibliographic or MARC validation: Authority.

The MARC Validation Editor appears for the selected MARC format.

Tip:
To add a new row at the end of the validation rules, click btnInsertatEnd.gif

  1. To add a new validation rule, do the following steps:

Note:
You can add only local tags (9xx, x9x, or xx9 tags).

  1. Select the row just below where you want to put the new row, and click btnInsertValRow.gif (Insert row) to open a new row.
  2. Type the tag, indicator, or subfield for which you are defining the validation rule.
  1. To change an existing validation rule, select the row where the tag, indicator, or subfield is listed.

Note:
To add or view indicator and subfield rows, click the + (plus sign) next to the tag.

  1. Set the rules for tag, indicator, or subfield as follows:

Note:
A LDR and an 008 tag are the minimum required tags for a bibliographic record in Polaris.

  • To specify that the selected tag, indicator, or subfield is required in order to save a bibliographic or authority record as final, select the Required column, and click the checkbox to indicate Yes. Clear the checkbox if you do not want the tag, indicator, or subfield to be required. If a subfield is required, it must be present when the associated tag is used.

  • To specify that the selected tag, indicator, or subfield must be validated, select the Validate column, and click the checkbox to indicate Yes. Clear the checkbox if you do not want the tag, indicator, or subfield to be validated, and it will be ignored when records are validated.

  • To allow the tag, indicator, or subfield to appear in the MARC record more than once, select the Repeat column, and select the checkbox to indicate Yes. Clear the checkbox to disallow the tag, indicator, or subfield to be in records of this type more than once. When you do not specify that a tag, indicator, or subfield can be repeated, an error message appears if there is more than one occurrence of the tag.

  • To specify that the tag, indicator, or subfield is no longer valid, select the Obsolete column, and select the checkbox to indicate Yes. If Yes is in this column, and this tag, indicator, or subfield is in a MARC record, a message tells the user it is obsolete. Clear the checkbox if you do not want the message to appear.

  • To specify tags or subfields that are required or prohibited when certain tags are used, see Define a conditional validation rule. Each tag and subfield designator can have a list of these conditional rules. Conditional rules cannot be applied to the Leader, control fields, fixed fields (fields less than 010), or indicators.

  1. Select File > Save, click the save icon, or press Ctrl+S.