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TestAlma routine nameSummary
1Unique OCLC Identifier Match Method

Must match on OCLC number in 035 $a or $z

If there is a match, testing is done. 

2

ISBN (exact subfield match)/ 024 / 035 Match Method

(or ISSN version of serials)

  1. Incoming 020 $a must match Alma 020 $a, or
  2. Incoming 020 $z must match Alma 020 $z, or
  3. 024 or 035 match

If there is a match, testing is done. 

3

Title Statement Extended Fuzzy Non-Serial Match Method

(or Serial version)

Alma attempts to find records with at least one of the following matching IDs:
  • ISSN
  • ISBN
  • LCCN
  • CODEN
  • OCLC unique number
  • Other system number (035 field)

AND (???)  if there is a match on one of the above identifiers, year and format must match as follows: 

  • Publication is one year or less as determined by:
    • MARC 21 positions 7-10 in the 008 field
  • Identical format as determined by the record type specified in the LDR


IF THERE IS STILL NO MATCH:

If the incoming record has authors, Alma will test for author+title match as follows: 

  • MARC 21 Title: 245 abknp 
  • MARC 21 Author: 100 a-d,jq,u; 110 a-e,n,u; 111 a,c-e,n,q,u; 700 a-d,jq,u; 710 a-e,I,n,u; 711 a,c-e,I,j,n,q,u
  • AND
  • LDR format match AND pub year with within 1


IF THERE IS STILL NO MATCH:

Alma attempts to find records that have at least one matching title with:

  • MARC 21 Title: 245 abknp 
  • AND
  • LDR format match AND pub year with within 1

In the event that multiple matches are found for any step, Alma will choose the bib that was added most recently 

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