Set validation level for bibliographic record actions

To change the system validation level for record actions:

1. Navigate to Tools > Options or press <Alt><T><O>.
2. Click General > Validation Level Options.
3. Under Bibliographic WorldCat records, in the Set Holdings list, select one of the following levels:
   • Structure (default)
   • Basic (checks for the validity of elements, length, repeatability, type of data or codes, etc.)
   • Full (in addition to basic level check, checks for relationships between elements)
   
   The options setting applies when you use the following commands:
   • Update Holdings
   • Produce and Update Holdings
   • Update Holdings (as part of Replace and Update Holdings)
   
   The option setting does not apply when you validate manually using Edit > Validate.
4. In the Export list under Bibliographic WorldCat records and in the Export Authority Record list, select one of the following:
   • None (default)
   • Basic
   • Full
5. Click OK to apply your settings or Cancel to cancel changes.
6. On the General page, perform one of the following actions:
   • Click OK to save changes you made
   • Click Cancel to cancel changes.
   • Click Apply to save changes and keep the Options window open.

 Note:

• With the automatic validation level set to Structure or None, you do not have to stop and fix errors before completing the actions.
• When you keep the default validation level, you can always run full validation manually using Edit > Validate (or <Shift><F5>).
• If you set the automatic validation level to Basic or Full, you must correct errors to complete the actions.
• No automatic validation occurs when you use Delete Holdings.
• This option setting does not apply when you update holdings using Batch > Holdings by OCLC Number on bibliographic records. This process does no validation because records are not downloaded or accessible for you to do any needed corrections.