Administration Fundamentals

Normalization Rules, Merge Methods, & Match Methods

Agenda

• Introduction• Normalization Rules• Merge Methods• Match Methods

Metadata Editor - Normalization Rules

Metadata Editor - Match Methods

Metadata Editor - Merge Methods

External Search – Normalization, Merge

Connexion – Normalization, Match, Merge

Import Profile – Normalization

Import Profile – Match, Merge

Agenda

• Introduction• Normalization Rules• Merge Methods• Match Methods

Normalization Rules

Taken from the Alma Online Help:Resource Management > Metadata Management > Working with Normalization Rules > Normalization Rules – Syntax and Examples > List of Actions

Normalization Rules

Normalization Rules

Normalization Rules

Normalization Rules

Normalization Rules

Normalization Rules

Normalization Rules

Normalization Rules

Agenda

• Introduction• Normalization Rules• Merge Methods• Match Methods

Merge Methods

Metadata Editor - Merge Methods

Merge Methods

Merge Methods

Merge Methods

Preferred Record

local record incoming record

Import Profiles OCLC Connexion

External Search Resources

Merge Methods

Agenda

• Introduction• Normalization Rules• Merge Methods• Match Methods

Merge Methods

Metadata Editor - Merge Methods

Metadata Editor - Merge Methods

Match Methods - Serials

001 To MMS_ID Match MethodCompares the content of MARC 001 of the incoming record against the MMS_ID of records in the repository. Used for re-import of exported records. (The export job writes the MMS_ID to MARC 001)

Unique OCLC Identifier Match Methodmatching records based on any one of the following prefixes in the 035 field, subfields a or z, regardless of any zero-padded data:(OCoLC), ocm, ocn, or on. (In other words, all of these prefixes are considered to be the same for matching purposes.)

035 (Other System Identifier) Match Method - matching by any 035 field

Match Methods - Serials

LCCN Serial Match Methodmatching by the 010$a (LCCN) field only

ISSN/ISBN - 024 - 035 Match Methodmatching by either the 022/020 (ISSN/ISBN), 024 (Other Standard Identifier) or 035 (System Control Number) field

ISSN/ISBN Match Methodmatching by the 022/020 (ISSN/ISBN) field only, subfields $a and $e

Fuzzy Serial Match Methodbased on ID, Main Entry and Title

Connexion – Normalization, Match, Merge

Resource Management > Configuration Menu > Other Settings

Connexion – Normalization, Match, Merge

Import Profile – Match, Merge

Agenda

• Introduction• Normalization Rules• Merge Methods• Match Methods• Session Review

Thank You!