Skip to end of banner
Go to start of banner

Draft Workflow - IZ-NZ Linking

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 11 Next »

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 may contain multiple identifiers that could be used as matchpoints, but they may also contain system numbers that do not serve as accurate matchpoints.  As a result, manual linking jobs should be attempted with OCoLC identifiers and ISBN numbers only. 

This workflow is dependent on the following NZ configurations:

  1. Multi Step Match Configuration completed in the NZ and distributed. The following match parameters should be set for serial and non-serial matching: Unique OCLC Identifier Match; ISSN Match Method; and ISBN Match Method. The match parameter that takes precedence must be listed first.

  2. Config > Resources > (General) > Other Settings. Change parameter non_serial_match_profile to com.exlibris.repository.mms.match.MultiStepMatch; change parameter serial_match_profile to com.exlibris.repository.mms.match.MultiStepMatch. Distribute to IZ.

  3. Ensure ignore_cz_records parameter is set to ‘true.’

  4. Central_record_management parameter set to DEFAULT_INSTITUTION

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: 

  1. 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.

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, but its use for matching requires further discussion. 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. Note: The upper limit for records saved to an Excel spreadsheet is 100,000. Libraries may find it useful to rely on the remainder of the logical set to confirm if unlinked records remain.

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 “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

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

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.

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). A separate set of options may be useful for visual resource records that contain distribution or publisher information etc., in 024/028.

  • Unique OCLC Identifier Match Method:

  • 2. ISBN number – select ‘Contribute IZ records’

 

  • No labels