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Esploro Asset Matching Rules

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This page describes the asset matching rules used by Esploro. This algorithm is invoked when an asset is added to the Esploro repository via Smart Harvesting, Smart Expansion or manual deposits.

Rules

Keys
DOI + Brief Title
PMID + Brief Title
ISBN + Brief title
DOI + First Author Last name
PMID + First Author Last Name
DOI + “Is Part of” Start Page
PMID + “Is Part of” Start Page
“Is Part of” ISSN + “Is Part of” Volume + “Is Part of” Issue + “Is Part of” Start Page
“Is Part of” ISBN + Brief Title + “Is Part of” volume
“Is Part of” Title + Brief Title + “Is Part of” volume + “Is Part of” Issue + “Is Part of” Start Page
“Is Part of” Title + Brief title + “Is Part of” Start Page + Year
“Is Part of” Title + Brief title + Year + 1st Author Last Name + “Is Part of” Start Page
“Is Part of” title + Title + Year + 1st Author Last Name
Title + Year + 1st Author Last Name + Asset Category

Data Elements


Data Element	Field in Schema	Normalizations	Notes
DOI	identifier.doi	None
PMID	identifier.pmid	None
Title	title + subtitle	All to lower case. Leading articles & stop words removed. Normalize diacritics. Remove data in parenthesis at end of title.
Brief Title	Take first 25 characters of the normalized Title
“Is part of” Title	relationship /relationtype=ispartof /relationtitle	Same as Title.
ISBN	identifier.isbn + identifier.eisbn	Delete any text that may display before or after the ISBN. Delete hyphen, delete spaces. If ISBN is 10 digit – create the 13 digit equivalent.	Take all occurrences. Each is basis for separate rule.
ISSN	identifier.issn + identifier.eissn	Delete any text that may be in the field. Delete hyphen and pack spaces.	Take all occurrences. Each is basis for separate rule.
“Is part of” ISSN	relationship /relationtype=ispartof /identifier.issn or .eissn	Same as ISSN.
“Is part of” ISBN	relationship /relationtype=ispartof /identifier.isbn or .eisbn	Same as ISBN.
“Is Part of” Volume	relationship /relationtype=ispartof /volume	Delete all punctuation and non-digit characters. Take only first remaining digit, for example: Vol. 1 -> 1 2-3 -> 2
“Is Part of” Issue	relationship /relationtype=ispartof /issue	Delete all punctuation and non-digit characters. Take only first remaining digit, for example: Iss. 1 -> 1 2-3 -> 2
“Is Part of” StartPage	relationship /relationtype=ispartof /spage	Delete all punctuation and non-digit characters. Take only first remaining digit, for example: (23-29) -> 23
year	Take most recent year..	Take year only from date – YYYY
Asset Category	Category from the RESEARCH_ASSET record.
1^st Author Last Name	Take the first author’s last name.