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The recommendation is to use "com.exlibris.repository.mms.match.uniqueOCLC" because OCLC will be the primary cataloging utility for the CSU and these records will have an OCLC number. The match method is set at each campus' instance of Alma.

For vendor records, the task force recommends that campuses ask vendors to provide OCLC numbers in the 035 field. If vendors are unable to provide oclc numbers, records may be matched on 035 (other system identifier). For a detailed discussion of using vendor record numbers as a match method, please see the documentation from the Orbis Cascade Alliance and search for “YBP workflows”.

Regarding the match actions functionality, the task force recommends that campuses do not allow import profiles to delete bibliographic records.

The Orbis alliance has found that using the option: do not override/merge record with an older version caused problems with creating purchase order lines and updating and creating portfolios. Therefore the task force recommends that campuses not use this function either.

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