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Automatic validation for final actions on bibliographic records

Discover the automatic validation process for final actions on records in Connexion client.

Bibliographic records

The following table describes the automatic validation process for final actions on records processed interactively or via batch:

Final action Validation performed
Update Holdings For existing records: No automatic validation by default.

Select validation level for these actions in Tools > Options > General / Validation Level Options.

 Note: When you update holdings, even with validation level set to Structure (the minimum), the system verifies that:
  • Indicators
  • The following fields are present and, for some, checks for valid data: Leader, 001, 005, 008, 040 $c, 049 and 245 $a or 245 $k.

    If these structure checks fail, you receive an error message with a list of validation errors.

For workforms: Always validates the complete record, whether or not you edited the record.
Produce and Update Holdings
Alternate Produce and Update Holdings
Replace Record Validates edited fields only.
Replace and Update Holdings Validates edited fields only for the Replace action.

Option in Tools > Options > General / Validation Options determines validation level for the Update Holdings part of the action.
Export By default, no automatic validation.

(Optional) Select validation level for exporting records in Tools > Options > General / Validation Options.
Delete Holdings Does not validate records.

(Optional) Same note as for Update actions also applies to Delete Holdings.

Authority records

The following table describes the automatic validation process for final actions on records processed interactively or via batch:

Final action Validation performed
Add Record* Validates the entire record.
Replace Record* Validates edited fields only.
Export By default, no automatic validation.

(Optional) Select validation level for exporting records in Tools > Options > General / Validation Options.
*Check for duplicate 1xx headings when you add or replace a name authority record.

As part of automatic validation for new or replaced name authority records, the system compares the established heading (1xx field) in the new/modified record with 1xx headings in all name authority records. The system also compares the 1xx heading in the new/modified record with 4xx cross-references present in the same record or any other record(s).

If a normalized heading in the 100, 110, 111, or 130 field of the new/modified name authority record matches another 1xx heading or a 4xx cross-reference, the new/modified record fails validation and the system displays the following message: This main entry exists in another authority record: LCCN=[LCCN] ARN=[ARN]

To resolve the error, you must modify one of the records to differentiate them.

Currently, the system does not compare 4xx headings in new/modified records to 1xx headings in existing name authority records.

 

 Note:

  • Automatic validation that occurs when you take actions immediately while logged on produces the same results as when you use the Validate command (Edit menu) interactively as a separate step.
  • Automatic validation that occurs when you batch process record actions produces a batch action report that shows detailed information for both records with failed actions and those with successful actions.