1 Certification Training Resource Management 03 Normalization Rules Merge Methods Match Methods

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3 Introduction This session is for: General System Administrator Catalog Administrator Repository Administrator Listen to Overview recording; functional training Follow along in your sandbox Note questions

4 Agenda Normalization Rules Merge Methods Match Methods Session Review

5 Match Methods - Serials 001 To MMS_ID Match Method Compares 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 Method matching 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

6 Unique OCLC Identifier vs. 035 (Other System Identifier) Value in existing recordValue in incoming record Match method Unique OCLC Identifier Match Method 035 (Other System Identifier) 035 $$a(OCoLC) $$a No match 035 $$a(OCoLC) $$aocm MatchNo match 035 $$a(OCoLC) $$a(ocm) No match 035 $$a(OCoLC) Match 035 $$a(apple) $$a No match 035 $$a(apple) $$a(orange) No match 035 $$a(apple) No matchMatch 035 $$a $$a(OCoLC) No match 035 $$a No matchMatch

7 Match Methods - Serials LCCN Serial Match Method matching by the 010$a (LCCN) field only ISSN / 024 / 035 Match Method matching by either the 022, 024 (Other Standard Identifier) or 035 (System Control Number) field ISSN Match Method matching by the 022 (ISSN) field only, subfields $a and $e Fuzzy Serial Match Method weighted matching using ID, Date, normalized Title, Country of Publication, Pagination, Publisher, and Main Entry

8 Match Methods – Non-Serials ISBN / 024 / 035 Match Method matching by either the 020, 024, or 035 field ISBN Match Method matching by the 020 (ISBN) field only, subfields $a and $e

9 Match Profile – File Keys serial_match_profile: com.exlibris.repository.mms.match.CDLSeMatchingProfile com.exlibris.repository.mms.match.IDsSerialMatchProfile com.exlibris.repository.mms.match.ISSNMatchProfile com.exlibris.repository.mms.match.LCCNSerialMatchProfile com.exlibris.repository.mms.match.OCLCSerialMatchProfile com.exlibris.repository.mms.match.uniqueOCLC com.exlibris.repository.mms.match.001ToMmsIdMatchProfile

10 Match Profile – File Keys non_serial_match_profile: com.exlibris.repository.mms.match.CDLMatchingProfile com.exlibris.repository.mms.match.IDsMatchProfile com.exlibris.repository.mms.match.ISBNMatchProfile com.exlibris.repository.mms.match.LCCNMatchProfile com.exlibris.repository.mms.match.OCLCMatchProfile com.exlibris.repository.mms.match.uniqueOCLC com.exlibris.repository.mms.match.001ToMmsIdMatchProfile

11 Merge Profile – File Keys com.exlibris.urm.mms.drools.ConditionalSubjectHeadings.dslr com.exlibris.urm.mms.drools.MergeNoChangeToOldValue.dslr com.exlibris.urm.mms.drools.OverlayAllFieldsButLocal.dslr com.exlibris.urm.mms.drools.Replace245and035OCoLCifExist.dslr

12 Implementation MD Editor External Search Resources OCLC Connexion Import Profiles normalizationselect in UI matchOther Settings select in UI mergeOther Settingsselect in UI

13 Agenda Normalization Rules Merge Methods Match Methods Session Review

14 Session Review 1.Mary is the head of cataloging. She is excited about moving to Alma, but concerned about the impact on her catalog and her work load going forward. In her old system, for every record she imported, she manually added a local field indicating the external resource from which she took the record. What can you tell Mary to reassure her? a.She can continue this same practice in Alma. b.She can automate this process in Alma using normalization rules. c.All of the above 2.Mary’s team does a lot of copy cataloging. She is concerned that importing records via External Search Resources will overwrite her local 650 fields. What would you suggest to Mary? a.Copy any 650 fields from the old record and paste them into the new record. b.Use a Merge Method to keep her local 650 fields in the new record. c.Use a Normalization Rule to add her local 650 fields to the new record.

15 Session Review 1.Mary is the head of cataloging. She is excited about moving to Alma, but concerned about the impact on her catalog and her work load going forward. In her old system, for every record she imported, she manually added a local field indicating the external resource from which she took the record. What can you tell Mary to reassure her? a.She can continue this same practice in Alma. b.She can automate this process in Alma using normalization rules. c.All of the above 2.Mary’s team does a lot of copy cataloging. She is concerned that importing records via External Search Resources will overwrite her local 650 fields. What would you suggest to Mary? a.Copy any 650 fields from the old record and paste them into the new record. b.Use a Merge Method to keep her local 650 fields in the new record. c.Use a Normalization Rule to add her local 650 fields to the new record.

16 Session Review 1.Mary is the head of cataloging. She is excited about moving to Alma, but concerned about the impact on her catalog and her work load going forward. In her old system, for every record she imported, she manually added a local field indicating the external resource from which she took the record. What can you tell Mary to reassure her? a.She can continue this same practice in Alma. b.She can automate this process in Alma using normalization rules. c.All of the above 2.Mary’s team does a lot of copy cataloging. She is concerned that importing records via External Search Resources will overwrite her local 650 fields. What would you suggest to Mary? a.Copy any 650 fields from the old record and paste them into the new record. b.Use a Merge Method to keep her local 650 fields in the new record. c.Use a Normalization Rule to add her local 650 fields to the new record.

17 Session Review 3.Mary configured Merge Methods to use for copy cataloging via External Search Resources. But when she uses the same Merge Methods with her batch record import profiles, they do not behave as expected. What can you tell Mary to help her out? a.Merge Methods don’t work with batch imports. b.You can’t use the same Merge Method for both things at the same time. c.Because the preferred record differs, you may need to create distinct Merge Methods. 4.Mary wants to export a set of records, in order to update them in an external editor, and then import them back into Alma. Of course, she wants to ensure that the imported records will match-up with the existing records and update them with the changes. Which Match Method should Mary use? a.It depends on whether she is importing serial or non-serial records b.001 To MMS_ID Match Method c.Unique OCLC Identifier Match Method d.035 (Other System Identifier) Match Method

18 Session Review 3.Mary configured Merge Methods to use for copy cataloging via External Search Resources. But when she uses the same Merge Methods with her batch record import profiles, they do not behave as expected. What can you tell Mary to help her out? a.Merge Methods don’t work with batch imports. b.You can’t use the same Merge Method for both things at the same time. c.Because the preferred record differs, you may need to create distinct Merge Methods. 4.Mary wants to export a set of records, in order to update them in an external editor, and then import them back into Alma. Of course, she wants to ensure that the imported records will match-up with the existing records and update them with the changes. Which Match Method should Mary use? a.It depends on whether she is importing serial or non-serial records b.001 To MMS_ID Match Method c.Unique OCLC Identifier Match Method d.035 (Other System Identifier) Match Method

19 Session Review 3.Mary configured Merge Methods to use for copy cataloging via External Search Resources. But when she uses the same Merge Methods with her batch record import profiles, they do not behave as expected. What can you tell Mary to help her out? a.Merge Methods don’t work with batch imports. b.You can’t use the same Merge Method for both things at the same time. c.Because the preferred record differs, you may need to create distinct Merge Methods. 4.Mary wants to export a set of records, in order to update them in an external editor, and then import them back into Alma. Of course, she wants to ensure that the imported records will match-up with the existing records and update them with the changes. Which Match Method should Mary use? a.It depends on whether she is importing serial or non-serial records b.001 To MMS_ID Match Method c.Unique OCLC Identifier Match Method d.035 (Other System Identifier) Match Method

20 Thank you!