Note: Incomplete. Workflow pending testing in Sandbox after Go-live
...
Background: Upon migration, the SIRSI 035$a was chosen as the match point to link Page 1+ member institutions zone (IZ) records to the Network Zone (NZ). As a result, unlinked bibliographic records with no SIRSI 035$a remain in each Institution Zone (IZ). Unlinked IZ records coming from the CUC may contain multiple identifiers that could be used as matchpoints. Manual linking jobs should be attempted with the OCoLC identifier and ISBN numbers only. What to share: catalogued works that have full records, eg., records from circulation/stacks locations. All physical item record types must include at least one of the following unique IDs:
OCoLC 035$a
ISBN 020$a / ISSN 022$a
Legacy Sirsi 035$a (from the 24 Ontario college libraries)
Audio Visual or DVD records must also include records at least one of the following, if available:
024 Other Standard Identifier
028 Publisher/Distributor
What not to share: equipment records, brief records, records for faculty copies on reserve, student works, archival documents and other local works not intended for sharing.
| Info |
|---|
This workflow is dependent saving and distributing on the following NZ configurations:
|
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)
...
What to share: catalogued works that have full records, eg., records from circulation/stacks locations. All physical item record types must include at least one of the following unique IDs:
OCoLC 035$a
ISBN 020$a / ISSN 022$a
What not to share: equipment records, brief records, records for faculty copies on reserve, student works, archival documents and other local works not intended for sharing.
How to share:
Create and save Logical sets based on locations you wish to share with NZ (e.g., circulation, stacks). (Saved logical sets will provide a reference that will allow you monitor the amount of remaining unlinked titles for each location on an ongoing basis).
...
2. Itemize the sets: using the ‘row actions list’ for each logical set, itemize each set that you wish to link to the NZ.
| Info |
|---|
Note: Libraries may find it easier to run an Analytics report to create a file of bibliographic MMSIDs that could be used to create an itemized set for linking. The report criteria should include OCoLC and ISBN numbers and filter for location. Other report criteria could include 024/028 as relevant for visual resources. The goal is to create an itemized set of records for linking that contain unique IDs. |
3. Save an Excel list for each itemized set.
4. Run the
...
manual job “Link a set of records to the Network Zone”
...
on the relevant itemized sets:
Go to: Go to Admin > Manage jobs and sets > Run a job
...
Select the Multi Step Match Method for both the serial and non-serial match methods
...
Click Next
Review the job and click Submit if correct, back or cancel if there is a mistake
...
The job will run and link the IZ bib record to the NZ bib record
5. 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. Download the file to obtain MMSIDs for records requiring manual handling.
...
Link a set of records to the Network Zone – manual job – OcoLC and ISBN match – Draft Workflow
...