TF JATS Validation Tool

The validation tool included with TF JATS checks input files for validity to the TF JATS DTD and XML Schema, checks conformance to the TF JATS file naming convention, and checks rules that are not able to be enforced by the DTD or XML Schema. The validation tool will use a cats.xml data file, if available, for validation checks that look for consistency between TF JATS XML and CATS data.

The TF JATS Validation Tool should be used to validate all TF JATS issue .zip files and article .zip files before delivery to Taylor & Francis. All TF JATS files are checked by the validation tool when received by Taylor & Francis, and files may be rejected if there are validation errors.

How to get the Validation Tool

The TF JATS validation tool can be downloaded from http://cats.informa.com/tfjats/validation. The validation tool should run on any computer that has Java 7 runtime environment (Java 7 can be downloaded from www.java.com). There are two ways to obtain the validation tool from the download page:

Click the Launch button. If prompted, click OK to open with Java Web Start Launcher. At the security prompt check the box and click Run. There will be a short wait for the download complete, and then the validation tool should open. Shortcuts to the validation tool will be installed on your computers' desktop and start menu. Future updates to the validation tool will be downloaded automatically by Java Web Start.
If you need to run the validation tool using command line options, or if the Java Web Start Launcher does not work for you, you can download the release pack. Note that you will need to manually check for and download updates. Unzip the release pack, then double-click ValidationTool.bat to open the validation tool. See the description of command line options for more information.

Running the Validation Tool

The validation tool can be run by clicking the Launch button on the download page, or by clicking the installed shortcuts, or by using the command line options. Specify the location of the file or folder to validate, and the validation mode. If a cats.xml file is available for the issue or article it will be used to check information in the TF JATS files against CATS data.

The input to the validation tool can be either a TF JATS issue or article .zip file, or a TF JATS issue or article folder. Alternatively, input can be a folder that contains TF JATS .zip files or folders to validate as a batch. Note that TF JATS files should always be zipped before uploading to Taylor & Francis.
The mode for validation should be selected based on the file type. Final files and preview/ahead-of-issue files should be validated using "final" mode. Tagging/AMO/just-accepted files should be validated using "tagging" mode. Retrodigitized files should be validated using "retro" mode.
The cats.xml data file received from CATS should be placed in the folder being validated or included in the top level of the .zip file being validated. The cats.xml file is only available for current content, and is not needed for validating retrodigitization files.

When validating an issue .zip or an article .zip, include the cats.xml file directly at the top level of the .zip file. For example, in an issue .zip:
```
BHER_I_18_6_J.zip
    cats.xml
    (article folders, etc.)
```
For example, in an article .zip:
```
BHER_A_702613_J.zip
    cats.xml
    (article files, etc.)
```
When validating an issue folder or an article folder, place cats.xml directly inside the issue or article folder that is being validated. For example, in an issue folder:
```
BHER_I_18_6
    cats.xml
    (article folders, etc.)
```
For example, in an article folder:
```
BHER_A_702613
    cats.xml
    (article files, etc.)
```

Validation Messages

Each file validated receives a status of either passed or failed. If there are errors or warning messages this will be indicated in the results of each validation check.

Validation results are given a status based on severity of each validation check. The statuses are:

Skip - Validation was not performed.
Pass - Validation passed.
Warn - Validation passed but with warnings. The problem indicated may need correction.
Error - Validation failed due to errors. The problem indicated requires correction.
Fatal - Validation failed due to critical errors. The problem indicated requires correction. Fatal errors cause an immediate reject from CATS.

Some validation messages include an XPath to identify the location of a problem in the XML file. The XPath identifies each element in the path to navigate to a specific place in an XML document. A "/" character delineates each element in the path, and the number in square brackets identifies the position of the element within the element before it. For example, the warning message below indicates that a tagging error was found in the <person-group> element inside the 8^th <ref> element:

found space before punctuation in element person-group: " and Gillian Rose ,  eds. "
location="/article[1]/back[1]/ref-list[1]/ref[8]/mixed-citation[1]/person-group[1]"