Match profiles: Introduction

How to create a match profile

• Incoming record
  • Field
  • Use a qualifier
  • Only compare part of the value
• Match criterion
• Existing FOLIO record
  • Field 
  • Use a qualifier
  • Only compare part of the value

Types of matches

• Primary matches
• Submatches
• Static matches

What matches work?

• MARC to Inventory records
  • 001 to Instance HRID
  • 999 ff $i to Instance UUID
  • Any field/subfield to Holdings HRID or UUID
  • Any field/subfield to Item HRID or UUID
  • Any field/subfield to Item barcode
  • Any field/subfield (usually 856$u) to Electronic access URI
  • Any field/subfield to Holdings or Item Permanent or Temporary Location (by Name, Code, or Name (Code))
  • ...
• MARC to MARC SRS records
  • 001 (Instance HRID)
  • 999 ff $i (Instance UUID)
  • 999 ff $s (SRS UUID)
• Static matches
  • Location text (Name, Code, or Name (Code)) to Holdings or Item Permanent or Temporary Location 
  • ...

What matches do not (currently) work?

• MARC to MARC SRS records
  • Any fields other than 001 and 999 ff