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<p class="MsoNormal">Hi Millissa,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We use Match sets to upload vendor records from OverDrive and other e-resource vendors. We also get records from OCLC contract cataloging meant to overlay the OverDrive records. I built MarcEdit tasks that create a unique 035 field based
on the titleID in the URL in the 856 field for both record sources. The new field looks like “=035
<a href="file://$a(odn)">\\$a(odn)</a> 5611500.” When we import the OCLC records, they overlay the OverDrive records based on the 035$a. However, we don’t want to overlay the OverDrive records with lesser-quality records from OCLC. I created a Match Set and
assigned values in Match Set Quality Metrics to prevent records with Encoding levels “3” and “M” from overlaying the OverDrive records. I also had to specify “good” encoding levels by giving them a higher quality value. We also wanted to insert the OCLC number
from the lesser-quality records into the OverDrive records. I created a special Merge/Overlay Profile to get the 035 field with the OCLC number and call it out it in the MARC File Upload “Insufficient Quality Fall-Through Profile.” All the settings are saved
in a template for easy re-use.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The Match Set Quality Metrics table:<o:p></o:p></p>
<p class="MsoNormal"><img border="0" width="1174" height="390" style="width:12.2333in;height:4.0583in" id="Picture_x0020_3" src="cid:image004.jpg@01DAB805.BB4D8D20"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’ve never considered using a 9xx field to do this, but it seems like it could work if qualifying records had one value in a 9xx and non-qualifying records had a different value. Then you could assign quality scores based on qualifying
and non-qualifying values in the MARC field and subfield. I’d love to know what you build.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I hope this helps and I’m happy to try to answer any questions you may have.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Libby McLean<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Elizabeth (Libby) McLean (she/her)<o:p></o:p></p>
<p class="MsoNormal">Cataloging Librarian<o:p></o:p></p>
<p class="MsoNormal">King County Library System<o:p></o:p></p>
<p class="MsoNormal">Cataloging and Processing Services<o:p></o:p></p>
<p class="MsoNormal">425.369.3345<o:p></o:p></p>
<p class="MsoNormal"><a href="http://lmclean@kcls.org/"><span style="color:#0563C1">lmclean@kcls.org</span></a>
<o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.kcls.org/"><span style="color:windowtext;text-decoration:none"><img border="0" width="49" height="97" style="width:.5083in;height:1.0083in" id="Picture_x0020_1" src="cid:image001.jpg@01DAB800.C103BF50" alt="email_logo"></span></a><img border="0" width="64" height="41" style="width:.6666in;height:.425in" id="Picture_x0020_2" src="cid:image002.png@01DAB800.C103BF50"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> Evergreen-catalogers <evergreen-catalogers-bounces@list.evergreen-ils.org>
<b>On Behalf Of </b>Millissa Macomber via Evergreen-catalogers<br>
<b>Sent:</b> Thursday, June 6, 2024 10:41 AM<br>
<b>To:</b> evergreen-catalogers@list.evergreen-ils.org<br>
<b>Cc:</b> Millissa Macomber <millissa@centralskagitlibrary.org><br>
<b>Subject:</b> [EXTERNAL] [Evergreen-catalogers] Match Sets<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Does anyone use Match sets to block certain records from qualifying for merging during a batch upload? <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Currently our match sets only look at the 020 field so items can display as a match even if they are a different format (book club kit, Manga series, etc.). I was brainstorming an idea that when we have a unique record with a specific value
in say a 9xx field that it wouldn't qualify for a match at all when we do a batch upload. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Anyone else have a situation like this or any ideas? <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thanks in advance for any assistance. <o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:#444444">Millissa Macomber, ILS Manager</span></b><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#888888">Central Skagit Library District<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#888888">110 W. State St.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#888888">Sedro-Woolley, WA 98284<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#888888">360-755-3985 ext. 103<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#888888"><a href="http://www.centralskagitlibrary.org/" target="_blank"><span style="color:#1155CC">www.centralskagitlibrary.org</span></a> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#888888"><a href="mailto:millissa@centralskagitlibrary.org" target="_blank">millissa@centralskagitlibrary.org</a><o:p></o:p></span></p>
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