[Wactclc-alma] Replace / Overlay bib record

Thu Mar 2 15:31:17 PST 2017

Paula,

A bit more follow-up… (and thanks for using our Alma list ☺ )   Is the import profile you are using the “load bib records from OCLC” profile?

If so, I think the problem is that your physical source format is set to XML.  This is an easy setting to overlook, and catches a lot of people at first.

Change that setting to ‘binary’, and I think you’ll have better luck.

Regular marc records (as downloaded from Connexion) are binary format, rather than XML. (MARC records in XML format are not generally in common use for regular cataloging, at least in my experience. So having to make a choice between binary and XML format is a bit of a new thing for most of us.)

[cid:image001.png at 01D29369.DAF40500]

Wade Guidry - wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
Library Consortium Services Manager
Washington Community & Technical Colleges Library Consortium (WACTCLC)
(509) 760-4474

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Thursday, March 2, 2017 3:25 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Replace / Overlay bib record

Paula,

As George, I think, is pointing out. You don’t need to edit the import profile each time you want to do matches differently.

You can just create different profiles for different situations.

Just FYI, Resource Configuration: Import profiles, is the relevant configuration area in this case.

It’s possible that your import profile is set to *not* overlay if it finds a match.

Can you tell me what record (the MMS ID) you are trying to overlay? I can log in and take a quick look at your import profile and maybe give you some tips.

Wade Guidry - wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
Library Consortium Services Manager
Washington Community & Technical Colleges Library Consortium (WACTCLC)
(509) 760-4474

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of George Babcock
Sent: Wednesday, March 1, 2017 9:50 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Replace / Overlay bib record

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<mailto: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<mailto:george.babcock at email.edcc.edu>
"What's so funny about peace, love, and understanding?" -- Nick Lowe
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