Note: Workflows Incomplete. Workflow pending testing in Sandbox after Go-live
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Resource Management Configuration: go to Alma Configuration > Resource Management to enable multiple match parameters. The match parameter that takes precedence must be listed first. (Dependency: MetCat to confirm match routine for Resource Management Configuration)
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Itemize sets: using the ‘row actions list’ for each logical set, itemize each set that you wish to link to the NZ. Save an Excel list for each itemized set.
Run the manual “Link a set of records to the Network Zone” job on the relevant itemized sets:
Go to: Go to Admin > Manage jobs and sets > Run a job
Select “Link a set of records to the Network Zone” job
Click Next
Select the itemized set you want to link to the NZ
Select the Multi Step Match Method for both the serial and non-serial match methods
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Click Next
Review the job and click Submit if correct, back or cancel if there is a mistake
Click Confirm when the Confirmation Message pop-up appears
The job will run and link the IZ bib record to the NZ bib record
3. Review linking job results: for each linking job, go to: Monitor Jobs > select your job > Report to see how many records linked. The job report will show how many records were linked and how many records could not be linked due to multi-match possibilities – these records will require manual handling.
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