[Evergreen-catalogers] Best record choice during ordering process

[Kathy Lussier]

Hi Linda,

Attached is a presentation I made at the Evergreen conference several 
years ago (there may be some outdated information) that has some details 
on how to use the quality metrics. The quality metric section starts on 
slide 23.

When creating a match set, you can identify attributes of a record that 
indicate it may be of a higher quality than other records. One of our 
consortia uses encoding level to measure record quality. You basically 
give the record a certain number of points if the encoding level 
contains a certain value.

After configuring your match set, when you import the record, set the 
Best/Single Match Quality Ratio to 1.1 to tell the system to only import 
the incoming record if it is of higher quality than the matches found in 
the database.

You also have the opportunity to identify a different merge profile for 
those incoming records that don't meet the quality threshold. For 
example, you might identify a full overlay profile for those that meet 
the quality threshold, but a Match-Only Merge for those that don't meet 
the threshold.

I hope this helps!
Kathy

On 07/20/2016 05:17 PM, LARL Technical Services wrote:
> Hello everyone,
>
> I am wondering if anyone could tell me how to ensure the best record 
> is kept/chosen during the overlay process when ordering.
> Today I had a brief record in my order which overlaid a much better 
> permanent record already in the catalog when I activated my order.  
> This surprised me as I thought the system was set up to choose the 
> better of the two records and keep it.  In looking at the settings I 
> have selected in the upload to queue screen, I see "Best/single match 
> minimum quality ratio __ New record quality/quality of best match" 
> which I have not been using.  Is this where I would instruct the 
> system to keep the permanent higher quality record instead of the 
> temporary one in my order? I am also not sure what the "insufficient 
> quality fall through profile" does but was told not to use this when 
> we received our training in Evergreen.
>
> Of course, if I am aware of a permanent record in the catalog which I 
> would like to keep, I usually order from/on that record.  But as we 
> are a consortium using different ordering processes, occasionally I am 
> not aware that a record already exists in the catalog as was the case 
> today.
>
> Thank you for any advice you can give on this matter,
> Linda VanderMeulen
> -- 
> Linda VanderMeulen
> Lake Agassiz Regional Library
> 118 5th St. S.
> Moorhead, MN 56560
> 218-233-3757, ext. 131
> www.larl.org
>
>
> _______________________________________________
> Evergreen-catalogers mailing list
> Evergreen-catalogers at list.evergreen-ils.org
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-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier

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