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More details on the Alma routines listed below may be found on the ExL site. 

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)

  • 020 match, any subfield (or 022 for serials)
  • LCCN, 035 match
  • Author, as taken from any of the 1XX/7XX fields, AND title as taken from any of 245 $a, 210 $a, 246 $a. 
    • If incoming bib lacks any author, there is a test for a title match using 245 $a, 210 $a, 246 $a. 

    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 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 1

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

    Results

    • No inventory will be created. 
    • If a record is locked by a staff member it will not be overlaid.
    • The incoming record will upgrade the Alma record, with certain fields being protected. See list of protected fields here: https://harvardwiki.atlassian.net/wiki/x/6aGVAgE

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