Note: Incomplete. Workflow pending testing in Sandbox after Go-live
Link a set of records to the Network Zone – Manual Job – Multi Step Match Method – Draft Workflow
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, but they may also contain system numbers that do not serve as accurate matchpoints. Manual As a result, manual linking jobs should be attempted with the OCoLC identifier identifiers and ISBN numbers only.
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This workflow is dependent on the following NZ configurations:
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What to share:
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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$a
What not to share:
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Equipment records, brief records, records for faculty copies on reserve, student works, archival documents and other local works not intended for sharing.
How to share:
Create and save Logical sets based on locations you wish to share with NZ (e.g., circulation, stacks). (Saved logical sets will provide a reference that will allow you monitor the amount of remaining unlinked titles for each location on an ongoing basis).
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2. Itemize the sets: using the ‘row actions list’ for each logical set, itemize each set that you wish to link to the NZ.
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Note: Libraries may find it easier to run an Analytics report to create a file of bibliographic MMSIDs that could be used to create an itemized set for linking. The report criteria should include OCoLC and ISBN numbers and filter for location. Other report criteria could include 024/028 as relevant for visual resources. The goal is to create an itemized set of records for linking that contain unique IDs. |
3. Save an Excel list for each itemized set.
4. Run the manual job “job “Link a set of records to the Network Zone” on the relevant itemized sets:
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5. Review linking job results: for each linking job, go to: Monitor Jobs > select your job > Report to see how many records linked. The job report will show how many records were linked and how many records could not be linked due to multi-match possibilities – these records will require manual handling. Download the file to obtain MMSIDs for records requiring manual handling.
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Link a set of records to the Network Zone – manual job – OcoLC and ISBN match – Draft Workflow
Background: Upon migration, the SIRSI 035$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 the ISBN number only.
What to share: catalogued works that have full records, eg., records from circulation/stacks locations
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.
Steps:
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).
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2. 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.
3. Run the manual “Link a set of records to the Network Zone” job on the relevant itemized sets. It is recommended that sets of records be run through 6. Alternate linking options: to the Multi Step Match Parameter would be to run the manual linking job twice – once using the “Unique OCLC Identifier Match Method”and again using the ISSN Match Method (exact subfield match) /ISBN Match Method (exact subfield match):
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 set you want to link to the NZ – use the itemized set
Select the serial and non-serial match method (see first and second match parameters below)
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
First match parameters: OCoLC identifier – do not click ‘contribute IZ records’
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Second match parameters: .
Unique OCLC Identifier Match Method:
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2. ISBN number – select ‘Contribute IZ records’
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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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