Validate Headings Helper

WorkFlows Toolkit > Helpers > Validate Headings Helper

Validate Headings Helper

The Validate Headings helper is used to check bibliographic headings under authority control and validate indicators and subfields. This helper displays only in wizards that allow you to modify the bibliographic record in the Bibliographic tab. This helper will not display in cataloging wizards unless the system is configured for authority checking.

With the Validate Headings helper, you may be prompted to verify tags under the following circumstances.

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Indicators do not meet the parameters defined.

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Authority headings in the author (1xx, 7xx), series (4xx), or subject (6xx) tags are unauthorized.

To validate headings

When adding or modifying a bibliographic record, on the Bibliographic tab, select a tag to be validated, and click the Validate Headings helper.

The heading to be authorized appears in the Heading dialog box and an ”Unauthorized heading” message displays.

Review the displayed indicator or heading problem, and click one of the following options. The available options depend on the default helper properties selected.

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Next – Validates the heading, and then advances to the next heading. If the heading cannot be validated, it will continue to display as the current heading until it is either corrected or skipped. Invalid or skipped headings continue to display the next time the Validate Headings helper is used.

The Next button is unavailable until a heading is retrieved from the hit list that displays when you click Get From List. When the button is available, the helper displays the message ”Heading selected.” If the text in the Heading box is ever edited, the Next button becomes unavailable again, and the message changes back to ”Unauthorized heading.”

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Browse – Returns you to the Browse Authority hit list.

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Get From List – Retrieves the currently selected authority heading from the Browse hit list.

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Skip – Skips the authorized heading displayed without making changes or validating the change.

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Skip Rest – Skips the remaining headings without making additional changes.

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Propose – Creates a new authority record based on the unauthorized heading in the bibliographic record. The Propose Authority option creates a new record with reasonable values in the fixed field and 001, 005, 040, 1XX, and 670 entries (plus the 022 and 642-646 entries for a series heading) based on the information in the bibliographic record being validated, and displays the Description tab for review. The newly proposed authority can then be edited as necessary before being added to the authority database. If the behavior properties in the Validate Headings helper are not configured to create authority records for unauthorized headings, the Propose button does not display. For more information about creating new authority records, go to Add Authority Wizard.

After validating a heading, a Validation Complete dialog box displays with information about the number of entries checked and the number of unauthorized headings found, authorized, and skipped. Click OK.

Important Considerations When Using this Helper

It is important to consider the following when using this helper:

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The Validate Headings helper will ignore any subfields that precede an initial subfield a when authorizing a bibliographic tag against an authority leading term. When a tag is selected or presented for authorization in the helper’s Heading dialog box, the following will happen: 1) the helper will ignore any fields that precede |a when browsing for a matching authority record in the hit list, and 2) in the bibliographic record, any subfields preceding |a will be retained after a heading has been authorized.

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In UNIMARC-formatted records, the authorized heading will replace the entire field in the bibliographic record. If the field contained the subfield 6 before authorization, the subfield will be retained.

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In UNIMARC-formatted records that contain NSB/NSE characters, the Validate Headings helper will ignore text between these characters when authorizing headings. The Add NSB/NSE Character helper will be available for manually created headings if selected in wizard properties to display.