Chapter 8. Record Match Sets

Table of Contents

Creating a Match Set
Replace Mode
Quality Metrics

This feature enables you to create custom match points that you can use to accurately match incoming records with existing catalog records.

Creating a Match Set

In this example, to demonstrate matching on record attributes and MARC tags and subfields, we will create a record match set that defines a match based on the title of the record, in either the 240 or 245, and the fixed field, Lang. You can add multiple record attributes and MARC tags to customize a record match set.

  1. Click Cataloging → MARC Batch Import/Export.
  2. Create a new record match set. Click Record Match Sets → New Match Set.
  3. Enter a name for the record match set.
  4. Select an Owning Library from the drop down menu. Staff with permissions at this location will be able to use this record match set.
  5. Select a Match Set Type from the drop down menu. You can create a match set for authority records or bibliographic records.
  6. Click Save.

    Batch_Importing_MARC_Records1
  7. The screen will refresh to list the record match set that you created. Click the link to the record match set.
  8. Create an expression that will define the match points for the incoming record. You can choose from two areas to create a match: Record Attribute or MARC Tag and Subfield. You can use the Boolean operators AND and OR to combine these elements to create a match set.
  9. Select a Record Attribute from the drop-down menu.
  10. Enter a Match Score. The Match Score indicates the relative importance of that match point as Evergreen evaluates an incoming record against an existing record. You can enter any integer into this field. The number that you enter is only important as it relates to other match points. Recommended practice is that you create a match score of one (1) for the least important match point and assign increasing match points to the power of 2 to working points in increasing importance.
  11. Check the Negate? box if you want to negate the match point. Checking this box would be the equivalent of applying a Boolean operator of NOT to the match point.

    Batch_Importing_MARC_Records2
  12. Click Ok.
  13. Drag the completed match point under the folder with the appropriately-named Boolean folder under the Expression tree.

    Batch_Importing_MARC_Records3

    The match point will nest underneath the folder in the Expression tree.

    Batch_Importing_MARC_Records4
  14. Enter another Boolean Operator to further refine your match set.
  15. Click Boolean Operator.
  16. Select the OR operator from the drop down menu.
  17. Click Ok.
  18. Drag the operator to the expression tree.

    Batch_Importing_MARC_Records5
  19. Click MARC Tag and Subfield.
  20. Enter a MARC tag on which you want the records to match.
  21. Enter a subfield on which you want the records to match.
  22. Enter a Match Score. The Match Score indicates the relative importance of that match point as Evergreen evaluates an incoming record against an existing record. You can enter any integer into this field. The number that you enter is only important as it relates to other match points. Recommended practice is that you create a match score of one (1) for the least important match point and assign increasing match points to the power of 2 to working points in increasing importance.
  23. Check the Negate? box if you want to negate the match point. Checking this box would be the equivalent of applying a Boolean operator of NOT to the match point.
  24. Click Ok.

    Batch_Importing_MARC_Records6
  25. Drag the completed match point under the folder with the appropriately-named Boolean folder under the Expression tree. The Expression will build across the top of the screen.
  26. Add additional MARC tags or record attributes to build the expression tree.
  27. Click Save Changes to Expression.

    Batch_Importing_MARC_Records7