Setting Up Bib and Authority Match Points

Incoming records that match existing records can replace the existing records. Replacing records is referred to as “overlay.” Overlay occurs only in these cases:

When the overlay option is flagged during import.
When information in incoming records matches specified information in existing records.

A match point is a field that Horizon checks for duplicate information between incoming and existing records. Match points should be tags or fields that contain information unique to a record. (For example, the tag containing the OCLC record number, tags used in the OCLC index set up in the mq_index, or tags containing the ISBN or ISSN number would make good match points.) You can set up multiple match points for bib records and for authority records. Match points may differ for different sources.

For example, the match point for bib records might be the index that points to bib source control numbers stored in the 035 tag. When Horizon finds two bib records with the same source control number, it makes a match. The incoming record replaces the existing one, if the overlay option is chosen.

You can set up bib and authority match points based on these things:

Horizon indexes. (For example, you could use the LCCN for bib or author authority records.) Indexes reference specific tags in MARC maps. Any index used as a match point must be built from the correct table. (For example, bibliographic indexes must be built from the Bib table and authority indexes must be built from the Auth table.)

You cannot use alphabetical or keyword indexes as match points for either bib or authority records. You must use exact match indexes.

Specific tags and subfields that contain the bib or authority record’s Horizon number. (For example, a match point for bib records might be based on tag 955 subfield a, which contains the Horizon bib record number.)

To set up bib and authority match points

1 Open the import_source view in the Table Editor, or start the Import Sources process.

The default location of this process is the Cataloging\Cataloging Control Menu folder on the navigation bar.

2 Choose the import source you want to change, or create a new import source.

Horizon opens an Edit Import Source window.

3 Click Page Down or resize the window to display the Bib Match Points or Auth Match Points group you want to set up:

4 Complete or update these fields as needed:

Field

Action

Ord

Enter the order number in which you want Horizon to check the match point you are working with.

Horizon checks the lowest order number first.

Note: If you assign ord numbers in increments of ten, you leave numbers available for assigning to additional match points in the future or for reordering existing ones.

Mark Type

Do one of these options:

If you want to use an index for your match, mark Match based on Horizon Index. This option checks information referenced in the MARC map linked to the index.
If you want to use a Horizon bib number for your match, mark Match based on Horizon Bib#. This option checks the Horizon-assigned by record number stored in a specific tag’s subfield.

mq index

If you selected the match type based on a Horizon index, enter the mq_index you want to use.

Tag where Bib# is found

If you selected the match type based on a Horizon bib number, enter the tag that stores the record number.

Subfield where Bib# is found

If you selected the match type based on a Horizon bib number, enter the subfield from the tag you entered that stores the record number.

5 Repeat step 4 for each additional match point that you want to use for either bibs or authorities.
6 Save your changes.
7 If your library links bib records, continue with “Setting Up Link Match Points;” otherwise, skip to Setting Up Prefix Changes.

 


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