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cat:merging_bibliographic_records [2020/01/18 00:21] – [Merging bibliographic records] ehardycat:merging_bibliographic_records [2021/06/15 16:03] (current) – [Merging bibliographic records] ehardy
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 | Search key       | Definition                                                                           | | Search key       | Definition                                                                           |
 | keyword/kw:      | search keyword(s)                                                                    | | keyword/kw:      | search keyword(s)                                                                    |
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 A dialog box will open for you to choose a bucket. You will need to clear the basket to reuse it for a different search in the same session. A dialog box will open for you to choose a bucket. You will need to clear the basket to reuse it for a different search in the same session.
  
-====== Merging bibliographic records ======+===== Merging bibliographic records ===== 
  
 Open a record bucket loaded with records to be merged. You can open the Record Buckets interface from the cataloging menu: Open a record bucket loaded with records to be merged. You can open the Record Buckets interface from the cataloging menu:
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 <note tip>You can add several records to be the possible lead record if you want to compare them to the potential duplicates and make the determination within the merge interface. Make sure you remove from consideration any good record that you determine not to be a match __**//BEFORE//**__ you merge the records </note> <note tip>You can add several records to be the possible lead record if you want to compare them to the potential duplicates and make the determination within the merge interface. Make sure you remove from consideration any good record that you determine not to be a match __**//BEFORE//**__ you merge the records </note>
  
-Some of our bad records are large print on regular print records, or sound recordings or visual materials on book format. Some of these records do not indicate in the body of the bibliographic record that they are not regular print or book format. If needed, check the volume and copy attributes to see if the call number or local shelving location gives you a clue this is a possibility. When in doubt, request the item or refer it to the cataloging coordinator at the owning library. Use the Toggle Holdings Button to check the call number and other holding information if needed.+Some of our bad records are large print on regular print records, or sound recordings or visual materials on book format. Some of these records do not indicate in the body of the bibliographic record that they are not regular print or book format. If needed, check the volume and copy attributes to see if the call number or local shelving location gives you a clue this is a possibility. When in doubt, check the item itself (request the item or refer it to the cataloging coordinator at the owning library if it is not in your library). Use the Toggle Holdings Button to check the call number and other holding information if needed.
  
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 Closing the Merge record interface at the X or clicking on the Cancel button, cancels the merge.  Closing the Merge record interface at the X or clicking on the Cancel button, cancels the merge. 
  
-Choose your lead record (the record all the others are to be merged to) by clicking on Use as lead record button.+Choose your lead record (the record all the others are to be merged to) by clicking on the Use as lead record button.
  
 {{:cat:pasted:20200117-180430.png}} {{:cat:pasted:20200117-180430.png}}
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 PINES does not use a merge profile, so ignore that option. PINES does not use a merge profile, so ignore that option.
  
-Once you select the lead record, you can edit it if needed. Editing the bibliographic record here is handy if you want to add a MARC field from a duplicate to the target record or make any other edits to the target record. Best practice, however, is to edit the record in OCLC’s Connexion Client and then overlay it after you merge the duplicates.+Once you select the lead record, you can edit it if needed. Editing the bibliographic record here is handy if you want to add a MARC field from a duplicate to the lead record or make any other edits to the lead record. Best practice, however, is to edit the record in OCLC’s Connexion Client and then overlay it after you merge the duplicates. 
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   * //Edit// opens the MARC editor interface within the merge record interface. Click on Cancel if you decide not to make any edits.   * //Edit// opens the MARC editor interface within the merge record interface. Click on Cancel if you decide not to make any edits.
   * //Edit using full editor// opens the MARC editor in a popup box. You will need to Save and then click on the Done button to close the editor. If you decide not to make any edits, click on the Done button.   * //Edit using full editor// opens the MARC editor in a popup box. You will need to Save and then click on the Done button to close the editor. If you decide not to make any edits, click on the Done button.
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 Some PINES records for multi-volume sets are on separate records rather than on the correct multivolume record. Some of those individual records for the same library do not indicate volume designation in the call number, thus having identical call numbers. If you merge these records without editing the call number, Evergreen will merge so that there is one volume record attached to the owning library with multiple copies. (Please note that it will keep different library’s holdings separate.) Before you merge the record, you should edit the call number by adding the volume designation. Some PINES records for multi-volume sets are on separate records rather than on the correct multivolume record. Some of those individual records for the same library do not indicate volume designation in the call number, thus having identical call numbers. If you merge these records without editing the call number, Evergreen will merge so that there is one volume record attached to the owning library with multiple copies. (Please note that it will keep different library’s holdings separate.) Before you merge the record, you should edit the call number by adding the volume designation.
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-Sometimes, some or all of the merged and thus deleted records may still display in a search result list until re-indexing occurs. A merged record will note that is deleted and will have no holdings attached.+Sometimes, some or all of the merged and thus deleted records may still display in a search result list until re-indexing occurs. A merged record will note that is deleted and will have no holdings attached. The record will also have the date the merge occurred and the Record/Database ID of the lead record:
  
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cat/merging_bibliographic_records.1579306885.txt.gz · Last modified: 2020/01/18 00:21 by ehardy