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    Configuring the Dedup and FRBR Complete Keys in Primo VE

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    Introduction

    The Dedup/FRBR Complete Key Combination page (Configuration Menu > Discovery > Other > Dedup/FRBR Complete Key Combination) defines the complete keys that are used to determine matching records in the Dedup and FRBR processes. For example, a library may want to create a complete key for Dedup that is based only on the record's ISSN (F3 key and Type 2).

    The Dedup and FRBR tabs are used to configure the keys for the respective processes.

    PVE_Dedup_FRBR_Complete_Key_Combination.png

    Dedup/FRBR Complete Key Combination Page

    From this table, you can add, modify, and delete complete keys, restore the table to its default settings, and apply customized settings for testing.

    Adding a Complete Key

    When adding or modifying a complete key, it can be configured with a maximum of five keys.

    To modify the keys for the FRBR and Dedup processes:
    1. Select either the Dedup or FRBR tab to add a complete key for its associated process.

      PVE_Dedup_FRBR_Add_Complete_Key_Combination.png

      Add Complete Key Action
    2. Select Add Complete Key to open the Edit Dedup/FRBR Complete Key page:

      PVE_Edit_Dedup_FRBR_Complete_Key.png

      Edit Dedup/FRBR Complete Key Page
    3. Configure the key:

      • For the Dedup process:

        1. From the Complete Key Type field, select one of the following types: 1 or 2. For more details, see Key Type.

        2. Select Add Key to open the Add Key dialog box. Repeat steps 2 and 3 to add another key. You may add a maximum of five keys to a complete key.

        3. Specify the following fields:

          1. From the Key field, select a key that you want to add to the complete key. For more details, see Mapping Dedup Key Fields.

          2. In the Normalization Method field, leave the field empty or select one of the following transformations: FUZZY_STRING, REMOVE_COMMON_WORDS, ROUND_NUMBER, or SPLIT. For more information, see Normalization Methods.

          3. Select Optional Field if this key is not required for matching.

          4. Select Add Key to save the key

        4. Select Save to save the complete key.

      • For the FRBR process:

        1. From the Complete Key Priority field, select one of the following priorities: NONE, LOW, MEDIUM, or HIGH. For more details, see Key Priority.

        2. Select Add Key to open the Add Key dialog box. Repeat steps 2 and 3 to add another key. You may add a maximum of five keys to a complete key.

        3. From the Key field, select a key that you want to add to the complete key, and then select Add Key to save the key. For more details, see Mapping FRBR Key Fields.

        4. Select Save to save the complete key.

    Modifying a Complete Key

    If you decide that a complete key needs to be changed, you can modify it by selecting the Edit row action in the Dedup/FRBR Complete Key Combination mapping table (Configuration Menu > Discovery > Other > Dedup/FRBR Complete Key Combination). For more details on how to configure a complete key, see Adding a Complete Key.

    PVE_Edit_Complete_Key.png

    Edit Row Action in Mapping table

    Deleting a Complete Key

    If you decide that a complete key is no longer applicable, you can delete it by selecting the Delete row action in the Dedup/FRBR Complete Key Combination mapping table (Configuration Menu > Discovery > Other > Dedup/FRBR Complete Key Combination).

    PVE_Delete_Complete_Key.png

    Delete Row Action in Mapping table

    Testing the Complete Keys

    After you have customized the complete key settings for a process (FRBR or Dedup), select its tab in the Dedup/FRBR Complete Key Combination mapping table (Configuration Menu > Discovery > Other > Dedup/FRBR Complete Key Combination) and then select Apply Configuration. You can now use the Dedup and FRBR Test Utility to test whether your complete key changes are working as expected. For more information on testing the complete keys, see Dedup and FRBR Analysis Tool for Primo VE.

    PVE_ApplyConfiguration_FRBR.png

    Apply Configuration Action

    These changes are not visible to the public until your records are re-indexed and the keys are recalculated.

    Restoring the Default Complete Keys

    If you decide that your customizations for a process (FRBR or Dedup) are not working as expected and want to return to the default configuration, select its tab in the Dedup/FRBR Complete Key Combination mapping table (Configuration Menu > Discovery > Other > Dedup/FRBR Complete Key Combination) and then select Restore.

    PVE_Restore_Default_Complete_Keys.png

    Restore Action

    Configuration Information for Consortia

    The configuration for consortia uses the same steps as mentioned above with the following notes:

    • Both the NZ and IZs can customize the mapping of the complete keys.

    • For the NZ, changes to the complete keys affect the network and the IZ's local records (see Distributing Complete Key Changes to Member Institutions).

    • For the IZs, changes to the complete keys affect only their local records.

    • Complete key changes in the NZ and IZs require full re-indexing and recalculation of keys for the whole network.

    Distributing Complete Key Changes to Member Institutions

    After you have made changes to the Dedup/FRBR complete keys in the NZ, you can distribute the changes to the member institutions. The Distribute action creates and executes the Distribute Network Zone configuration table changes to member institutions job, which can be monitored in the Running or History tabs on the Alma Monitor Jobs page (Admin > Manage Jobs and Sets > Monitor Jobs).

    To distribute complete key changes in the NZ to the members:

    1. Open the Dedup/FRBR Complete Key Combination page (Configuration Menu > Discovery > Other > Dedup/FRBR Complete Key Combination). 

    2. Select the tab of the process (Dedup or FRBR) from which you want to distribute complete keys to the member institutions.

      PVE_NZ_Dedup_FRBR_Complete_Key_Combination.png

      Distribute Action
    3. Select Distribute.

    4. Select one of the following distribution options:

      • Do not override member institution customization – When selected, the complete keys are distributed only to member institutions who have not made local changes to their complete keys.

      • Override member institution customization – When selected, the complete keys are distributed to all member institutions and will override any customizations to complete keys in the IZ.

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