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Scope

post go-live

Description

provide best practices for resolving multi-matches found in the NZ

Decision

see below

Owning group

RMFG

Approver

PPC

Stakeholders

R = RMFG
A = RMFG
C = CDL
I = Campuses

Decision-making process

Priority

Due date

Recommendation

Campuses should enable the following configuration with the settings below:

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In the MDE, open the records using the split-screen (open the record that you do not want to keep first, so that it winds up on the left).

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With both records open, go to “Record actions” and select “Merge & Combine”

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Check that everything looks the way you want and then click “ok”

Specifically: make sure that you have different MMS IDs in the 001 and 904 field.

Finally, make sure that the secondary record is set to “suppress”

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You should now have 2 NZ-linked records but one of them will be suppressed. Click on the suppressed record and in “record “editing actions” select “enhance the record” and select “allUC Mark NZ bib for deletion” to flag the record for deletion by CDL. This rule will also move the OCLC 035 data into a 935 to prevent further multi-matches while the bib is still in the NZ. 

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Campus catalogers will run into situations where they have an OCLC record that now matches multiple bibliographic records in the Alma NZ due to merges in OCLC. In order to keep the Alma NZ in line with the OCLC database as much as possible, campus catalogers can resolve these multi-matches without needing to notify any system-wide groups. Each campus should determine which staff are able to resolve multi-matches since it involves merging records and moving inventory for other campuses. Generally, catalogers should only resolve matches for resources that their campus holds. In addition, catalogers can make updates in Connexion and then wait for the WorldCat daily updates to merge the records at the system-wide level (after September 20, 2021). Lastly, RMFG will issue additional documentation to ensure bound-with relationships are identified and retained to the extent possible.

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

RMFG email discussion

8/9/2021

done

PPC approval

8/13/2021

done