To maintain accurate records and help to keep your database cleaner, you can merge duplicate bib records for a given title. The bib record that you keep is called the “surviving” bib record. Any records that are merged into the surviving bib record are called “dying” bib records. Any item or copy records attached to the dying bib records attach to the surviving bib record. The surviving record also retains any of its own existing item and copy records.
Before you can merge records, your system administrator must set up merge profiles. (For instructions, see “Setting Up a Merge Profile” in the
To merge bib records
1 | Open the bib records that you want to merge. |
2 | Choose Marc, Merge Record. |
Horizon opens the Bib Merge dialog box and displays the numbers of the bib records that you have open.
3 | Use the drop-down list in the Merge Profile field to choose the Merge Profile you want to use. |
Note: If you have more than one Merge Profile defined, you can change the Merge Profile at any time before you perform the merge.
Horizon displays information about the records you have open:
4 | If you want to choose a different surviving record, use the Surviving Bib# drop‑down menu to choose the record that you want Horizon to keep. |
5 | In the Dying Bib# group, highlight the bib records that you want to merge into the surviving record. |
6 | Click Preview to view the surviving bib record before continuing with the merge. |
Important: The merge process cannot be reversed. Be sure that you want to merge the records before you click Merge.
7 | Make sure that the surviving bib record has all the information that you want to keep. |
8 | If there are tags in any dying bib records that you want to keep but that do not display in the preview of the surviving record, cut and paste them from the dying bib records into the surviving bib record. |
You must do this in the existing record that you have chosen to survive, not in the merge preview window. (For instructions, see Cutting, Copying, Pasting, and Deleting Information in a MARC Record.)
9 | Click Merge. |
Horizon merges the dying records into the surviving record, attaches any item and copy records associated with the dying records to the surviving record, and deletes the dying records.
10 | Save your changes. |
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