Merge Rules work for Import Profiles but not Copy Cataloging (External Resources)

Problem Symptoms:

A record exists in the local catalog and is replaced as expected using a ‘merge’ import profile (connexion) but is not replaced as expected using copy cataloging via External Search.  This only impacts merged records (not new additions).

Cause:

‘Merge’ sets a primary record. 

• Import: primary is local record
• External resource: primary is external record

Resolution:

*Metadata Editor > Rules > Merge Rules > Shared profiles:  Change to better names, add or modify merge rules for imports (local preferred record) and copy (external search preferred record).  See examples for normalization rules recommended for each type.

*For bulk Import Profile match tab, adjust merge options as appropriate with the knowledge that ‘local record’ is preferred.
*For External Resources, set Alma > Resource Management > Configuration Menu > Other Setting > ‘upload_single_record_from_file’ to new merge profile.  During external record copy, external record (incoming) is preferred.  Ensure merge profile retains local fields (001, 035, 9xx, etc.).

Additional Information

Detailed examples in Alma > Documentation > Online Help > Resource Management > "Working with Merge Rules".   Examples of Rules for Import Profiles and Copy Cataloging

Category: Metadata editor - Alma

Subject: Import/Loading - Alma

• Article last edited: 9/28/2016