A merge profile lets you define parameters that your catalogers use when they merge records. (For example, the merge profile can determine which tags from the dying bib record are inserted into the surviving bib record.) You can edit existing merge profiles or create new ones. (For more information on merge profiles, see “Choosing a Merge Profile” in the “Customizing the MARC Editor” section of the
You must set up merge profiles or Horizon cannot merge records.
To set up a merge profile
1 | Start the Merge Profile Setup process. |
The default location of this process is the Cataloging\Cataloging Control Menu folder on the navigation bar.
Horizon opens the Merge Profile Setup window:
2 | From the Cat Type drop-down list, choose the cataloging type for which you want to develop a merge profile. |
3 | Do one of these options: |
• | From the Merge drop-down list, choose the merge profile you want to edit. |
• | If you want to create a new merge profile, do these steps: |
– | Click New Profile. |
Horizon opens a Create a New Merge Profile dialog box:
– | From the Cat Type drop-down list, choose the cataloging type for which you want to create a new merge profile. |
If you chose a cataloging type in the Cat Type field of the Merge Profile Setup window, the cataloging type you chose displays in this dialog box by default.
– | In the Entry Code field, enter a code for your merge profile. |
4 | Complete or update these fields in the Profile Configuration group as needed: |
Field |
Action |
Description |
Enter a description of your profile. This description displays in the Customize Editor Profile tab. This is a required field. |
Enter a label to help your library staff identify the records being merged. These labels display in the merge dialog box during the merge task you do in the MARC Editor. (For more information, see “Merging Bib Records” in the “Bibliographic Records” chapter of the Cataloging Guide or “Merging Authority Records: in the “Authority Records” chapter of the Cataloging Guide.) You can enter up to three labels. |
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Use the drop-down list to choose the MARC map from which you want Horizon to extract the data that identifies the records being merged. You can enter up to three MARC maps. |
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Enter a tag number that you want to always copy into the surviving record. You can enter as many tags as you want. You can use a question mark to copy an entire group of tags. (For example, you can enter “5??” to enter all tags that start with a 5, or “65?” to enter all tags that start with 65.) If you enter a complete three-digit number and there are multiple tags with that number in the dying record, Horizon copies only the first tag with that number into the surviving record. The tags that you copy over do not replace existing tags in the surviving record. |
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If you tell Horizon to copy a tag into a surviving record, you can choose a new tag number for it in this field. (For example, if you want to copy a 100 tag, you can rename it to a 700 tag.) |
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If you want all copies of the merged records to have the same call number, mark this box. |
5 | Save your changes. |
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