Recommended Merge Methods

Owned by Lauren Magnuson (Unlicensed)
Last updated: Dec 16, 2024 by Christina Hennessey
2 min read

 

 

Document status

APPROVED

Area covered

Cataloging, Systems

Lead Author

Elizabeth Rallos

Co-authors

@Micah Jeffries (Unlicensed), @Marcus Jun (Unlicensed), @Moon Kim (Unlicensed), Jeremy Hobbs

 

Background

Merge rules determine how two records will be merged. MARC fields can be added, removed, or replaced.

Policy Statement

This policy applies only to records imported using an import profile (example: vendor records) and records imported from Connexion. This policy does not apply to merge rules for Alma’s Search External Resource functionality. For a discussion of these scenarios, please see Ex Libris documentation.

The recommended merge rule is CSU Bib Overlay NZ. For a comparison of this merge rule and others : . This merge rule is the primary rule for the Orbis Cascade Alliance. It protects the 001 field (MMS ID) and replaces the 035 if it is an OCLC number. If the 035 is non-OCLC it is protected from being overwritten. It also removes all fields from the existing record and replaces them with all fields in the incoming record.

Best practice recommendations

The merge rule, CSU Bib Overlay NZ is applied to the Connexion integration profile established in the Network Zone and applies to all records imported from Connexion into the NZ.

This merge rule should also be applied to any import profile that imports to the NZ.

Procedures in Alma

The recommended merge rule is shared with all campuses in the CSU and should be selectable in any import profile that imports into the NZ.

 

Action log

 

Section

Point Person

Expected Completion Date

Last action taken

Next action required

Section

Point Person

Expected Completion Date

Last action taken

Next action required

Articulate the need for the policy (background)

Oct 14, 2016 

 

 

Create a Policy Statement

Nov 11, 2016 

 

 

Identify and create best practice recommendations

Nov 11, 2016
 

 

 

Where applicable, identify and write up procedures in Alma

Nov 11, 2016
 

 

 

 

Tasks to be completed

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