[Wactclc-alma] Replace / Overlay bib record

[George Babcock]

Hi Paula,

At Edmonds, I set up a specific import profile for these kind of
situations.  I used the profile today to overlay a record created in
Acquisitions that actually needed original cataloging in OCLC.

First, I would find, edit, and export an OCLC record to my desktop.

Then, in the Metadata Editor I edited the 035 field to match the record I
just exported.  (Then Save and Release the record.  If the record is
locked, the incoming bib will not overlay.)

And then, I import the new record using the overlay profile.  I have
attached a document that shows the way I set up the import profile for
Edmonds which may be different from the way Bellevue is importing MARC
records.

I hope this helps,

George

On Wed, Mar 1, 2017 at 4:06 PM, Paula Laine <plaine at bellevuecollege.edu>
wrote:

> 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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>


-- 
George Babcock
Library Acquisitions
Edmonds Community College
20000 68th Ave. W
Lynnwood, WA  98036
425-640-1855
george.babcock at email.edcc.edu

"What's so funny about peace, love, and understanding?" -- Nick Lowe
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