[Wactclc-alma] Replace / Overlay bib record

[Thomas, Kirsti]

Are you getting a message that the overlay failed or are you not seeing the expected changes to the bib record?  It's been my past experience with Alma that sometimes I had to wait several hours/overnight for the changes to show up, even though the overlay job was supposedly finished.

Kirsti S. Thomas
Library Technical Services Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu



From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Paula Laine
Sent: Wednesday, March 01, 2017 16:07
To: wactclc-alma (wactclc-alma at lists.ctc.edu) <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Replace / Overlay bib record

Wonderful People of Cohort 1,

So I picked the wrong bib record to import into ALMA, and I can't get the right record to overlay it.

I have tried several of the match methods:

Unique OCLC Identifier Match Method
035 (Other System Identifier) and system identifier prefix
024/035 Match Method
Fuzzy Non-serial Match Method
ISBN Match Method

I have made sure that both records have a matching ISBN and I have changed the 035 OCLC number in the ALMA record to duplicate the OCLC number in the incoming OCLC record.

I have tried both Automatic and Manual handling methods. Nothing happens with either of them. I have never seen a Manual matching window appear. It either overlays or it doesn't, and most of the time it doesn't.
The new record does not show up in ALMA. This leads me to believe that ALMA is finding a match, or else I would get 2 hits for a title search. The incoming record (which did not overlay the existing record) disappears into thin air.

We did have to change our original Match Method (ISBN Match) because we had a match on completely different records due to an ISBN error.

I don't mind having to change the match method to do an overlay and then change it back to whatever works most of the time.

I know that if I get rid of the 020 and 035 in the ALMA record, the new record will possibly import correctly (as a second record of that title) and I can re-link the PO line to the new Bib, but the holdings and item records won't go until they are no longer in the receiving department. I saw a request for the ability to relink while an item is still in process but now I can't find it. :(

Looking through the documentation, I see that the match method setting is in two places: the General Configuration: External Systems: Integration Profiles, and  Resource Configuration: Import Profiles. Do these both affect incoming records? Does one have priority over the other? Are they completely different things?

My Head Hurtz,

Paula @ Bellevue
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