1. Administration Fundamentals Normalization Rules, Merge Methods, & Match Methods

2. Introduction This session is for: General System Administrator Catalog Administrator Repository Administrator Resource Management workflow decision makers Listen to Introductory Session Goal: informed workflow decisions Objective: familiarity with Fulfillment configuration possibilities Questions Project Team OLH

3. Agenda Introduction Normalization Rules Merge Methods Match Methods Introduction Normalization Rules Merge Methods Match Methods

4. Metadata Editor - Normalization Rules

5. Metadata Editor - Match Methods

6. Metadata Editor - Merge Methods

7. External Search – Normalization, Merge

8. Connexion – Normalization, Match, Merge

9. Import Profile – Normalization

10. Import Profile – Match, Merge

11. Agenda Introduction Normalization Rules Merge Methods Match Methods Introduction Normalization Rules Merge Methods Match Methods

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

13. Normalization Rules

21. Agenda Introduction Normalization Rules Merge Methods Match Methods Introduction Normalization Rules Merge Methods Match Methods

22. Merge Methods

23. Metadata Editor - Merge Methods

24. Merge Methods

26. Preferred Record local recordincoming record Import Profiles OCLC Connexion External Search Resources

27. Merge Methods

28. Agenda Introduction Normalization Rules Merge Methods Match Methods Introduction Normalization Rules Merge Methods Match Methods

29. Merge Methods

30. Metadata Editor - Merge Methods

32. 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

33. Match Methods - Serials LCCN Serial Match Method matching by the 010$a (LCCN) field only ISSN/ISBN - 024 - 035 Match Method matching by either the 022/020 (ISSN/ISBN), 024 (Other Standard Identifier) or 035 (System Control Number) field ISSN/ISBN Match Method matching by the 022/020 (ISSN/ISBN) field only, subfields $a and $e Fuzzy Serial Match Method based on ID, Main Entry and Title

34. Connexion – Normalization, Match, Merge Resource Management > Configuration Menu > Other Settings

35. Connexion – Normalization, Match, Merge

36. Import Profile – Match, Merge

37. Agenda Introduction Normalization Rules Merge Methods Match Methods Session Review Introduction Normalization Rules Merge Methods Match Methods Session Review

38. Thank You!