System Parameters – Matching Routines #
This tab currently displays existing match routines.
It is possible to add new matching routines or edit existing however the values have huge impacts on whether a new work is added or bumped. Please contact ait directly if you wish to investigate making changes.
Matching Routines are used within Aurora Product to loading behaviour of new marc records in multiple screens
Locations matching routines are considered #
- Loader screen – When Loading a marc file operator are able to set a matching routine defined in system parameters which will determine if new marc records will match and merge with existing records or be added as a new records
- Cataloguing – Remote cataloguing – When adding a new record via remote cataloguing the default matching routine 001 is referenced
- Suggestions – When loading marc records via the suggestions screen the default matching routine 001 is referenced
- Upload Marc – When Loading a marc file operator are able to set a matching routine defined in system parameters which will determine if new marc
- Electronic resources – When Loading a marc file operator are able to set a matching routine defined in system parameters which will determine if new marc
Types of controls used in matching routines #
Standard Controls
| Name/Description | Tag and subfield | Details |
|---|---|---|
| Publication date | 264$c, 260$c or the 008/07 | This filed looks for records that match on 264$c, 260$c or the 008/07 to determine if the publication date matches between existing records and the new Marc record |
| Title Acronym | 245 $a | The title acronym is created using 245 $a The Title acronym is created using 1st 3 characters from the first word + 1st 2 characters from the 2nd word + 1st 2 characters from the 3rd works + 1st character from the 4th word – The Title Acronym is also effected by indicator 2 e.g. if the title of the work is The Spare Room and the 2nd indictor is 4 the Acronym will = SPAROOM is the 2nd indicator is 0 then the title acronym will = THESPROO |
| ISBN | 020$a | This looks at 020 tag $a it will not consider other subfield in its match and will also exclude anything contained within a brackets () |
| ISSN | 022 $a | This looks at 022 tag $a it will not consider other subfield in its match and will also exclude anything contained within a brackets () |
Additional Controls
There are a range of other controls that can be added and an individual to a database below is a list of common additional controls
| Name/Description | Tag and subfield |
|---|---|
| System Control | 001 |
| LC Number | 010$a |
| NUCMC Control # | 010$b |
| LC Linking Control # | 011$a |
| National Bibliography # | 015$a |
| Copyright Registration # | 017$a |
| Immutable number/ABN | 019$a |
| Standard Film Number | 023$a |
| Standard Recording | 024$a |
| Overseas Acquisition # | 025$a |
| Standard Technical Report # | 027$a |
| Manufacturing Number | 028$a |
| CODEN Designation | 030$a |
| Postal Registration Number | 032$a |
| System Control Number | 035$a |
| Original Study Number | 036$1 |
| Stock Number | 037$a |
| Library of Congress Call | 050$ab |
| Call nos/Class Nos assigned | $055$a |
| Original ISBN | 534$z |
| Order Match Identifier | 851$a |
| SLQ Bibliographic no. | 949$B |
| Catalogue record number (CRN) | 984$c |
| Internal Catalogue number (ICN) | 984$i |
Example matching routine #
Matching routines have a set of controls that add or subtract together to create a total value
- if the total value is 50 or higher the match is condiered good and the new marc record will merge with existing records.
- if the total value is between (40-50) The match will be flagged as a near match: Operators can choose to
- Force the marge of the records
- allow the creation of a new record
- change the matching routine to a lower complexity routine which will give a total of 50 to allow a good match
- if the match total is under 40 then the record is considered to have no existing matches and the marc will be added as a new record.
Using the below matching routine
if a new marc record was to have a matching Title acronym and ISBN but a different publication date
- Publication date = -10
- Title Acronym = +25
- ISBN = +30
- Total Value = 45 – This would be considered a Near match
Examples of matching routines using marc #
Title acronym – Example of effect of changes in marc to Title acronym #
| TITLE Acronym = SPAROOM $c not effect | TITLE Acronym = SPAROOM $b no effect | TITLE Acronym = SPAROHEG Effect of subtitle within $a | TITLE Acronym = THESPROO effect of changing indicator 2 from 4 to 0 |
|---|---|---|---|
| 000 01485nam a2200265 i 4500 005 20220419111703.0 007 ta 008 141031t20132008vra 000 1 eng d 020 _ _ ¶a9781921520280 (pbk.)¶c24.00 020 _ _ ¶a1921520280 (pbk.) 082 0 4 ¶aA823.3¶223 100 1 _ ¶aGarner,Helen,¶d1942-, ¶eauthor. 245 1 4 ¶aThe spare room /¶cHelen Garner. 264 _ 1 ¶aMelbourne, Victoria :¶bText Publishing,¶c2013. 264 _ 4 ¶c2008 300 _ _ ¶a195 pages ;¶c20 cm. 336 _ _ ¶atext¶btxt¶2rdacontent 337 _ _ ¶aunmediated¶bn¶2rdamedia 338 _ _ ¶avolume¶bnc¶2rdacarrier 650 _ 0 ¶aCancer¶xTreatment¶vFiction. 650 _ 0 ¶aFriendship¶vFiction. 651 _ 0 ¶aMelbourne (Vic.)¶vFiction. 655 _ 7 ¶aAustralian Fiction.¶2lcgft | 000 01494nam a2200265 i 4500 005 20250310103940.0 007 ta 008 141031t20132008vra 000 1 eng d 020 _ _ ¶a9781921520280 (pbk.)¶c24.00 020 _ _ ¶a1921520280 (pbk.) 082 0 4 ¶aA823.3¶223 100 1 _ ¶aGarner, Helen,¶d1942-, ¶eauthor. 245 1 4 ¶aThe spare room /¶bHelen Garner. 264 _ 1 ¶aMelbourne, Victoria :¶bText Publishing,¶c2013. 264 _ 4 ¶c2008 300 _ _ ¶a195 pages ;¶c20 cm. 336 _ _ ¶atext¶btxt¶2rdacontent 337 _ _ ¶aunmediated¶bn¶2rdamedia 338 _ _ ¶avolume¶bnc¶2rdacarrier 650 _ 0 ¶aCancer¶xTreatment¶vFiction. 650 _ 0 ¶aFriendship¶vFiction. 651 _ 0 ¶aMelbourne (Vic.)¶vFiction. 655 _ 7 ¶aAustralian Fiction.¶2lcgft | 000 01499nam a2200265 i 4500 005 20250310104143.0 007 ta 008 141031t20132008vra 000 1 eng d 020 _ _ ¶a9781921520280 (pbk.)¶c24.00 020 _ _ ¶a1921520280 (pbk.) 082 0 4 ¶aA823.3¶223 100 1 _ ¶aGarner, Helen,¶d1942-, ¶eauthor. 245 1 4 ¶aThe spare room / Helen Garner.¶cHelen Garner. 264 _ 1 ¶aMelbourne, Victoria :¶bText Publishing,¶c2013. 264 _ 4 ¶c2008 300 _ _ ¶a195 pages ;¶c20 cm. 336 _ _ ¶atext¶btxt¶2rdacontent 337 _ _ ¶aunmediated¶bn¶2rdamedia 338 _ _ ¶avolume¶bnc¶2rdacarrier 650 _ 0 ¶aCancer¶xTreatment¶vFiction. 650 _ 0 ¶aFriendship¶vFiction. 651 _ 0 ¶aMelbourne (Vic.)¶vFiction. 655 _ 7 ¶aAustralian Fiction.¶2lcgft | 000 01486nam a2200265 i 4500 005 20250310105009.0 007 ta 008 141031t20132008vra 000 1 eng d 020 _ _ ¶a9781921520280 (pbk.)¶c24.00 020 _ _ ¶a1921520280 (pbk.) 082 0 4 ¶aA823.3¶223 100 1 _ ¶aGarner, Helen,¶d1942-, ¶eauthor. 245 1 0 ¶aThe spare room / ¶cHelen Garner. 264 _ 1 ¶aMelbourne, Victoria :¶bText Publishing,¶c2013. 264 _ 4 ¶c2008 300 _ _ ¶a195 pages ;¶c20 cm. 336 _ _ ¶atext¶btxt¶2rdacontent 337 _ _ ¶aunmediated¶bn¶2rdamedia 338 _ _ ¶avolume¶bnc¶2rdacarrier 650 _ 0 ¶aCancer¶xTreatment¶vFiction. 650 _ 0 ¶aFriendship¶vFiction. 651 _ 0 ¶aMelbourne (Vic.)¶vFiction. 655 _ 7 ¶aAustralian Fiction.¶2lcgft |
ISBN – Example of effect of changes in marc to ISBN on matching using example matching routine #
| Existing Record | In $a – PBK in brackets = Match | In $a – PBK not in brackets = No match | In $q Paperback = Match |
|---|---|---|---|
| =LDR 01906nam a2200157 i 4500 =001 M36681617 =003 MDMP =005 20250219 =020 _#$a9780241667224 =100 1_$aLennon, Ferdia =245 10$aGlorious Exploits =264 ##$c2024 | =LDR 01912nam a2200157 i 4500 =001 M36681617 =003 MDMP =005 20250219 =020 _#$a9780241667224 (pbk) =100 1_$aLennon, Ferdia =245 10$aGlorious Exploits =264 ##$c2024 | =LDR 01906nam a2200157 i 4500 =001 M36681617 =003 MDMP =005 20250219 =020 _#$a9780241667224 pbk =100 1_$aLennon, Ferdia =245 10$aGlorious Exploits =264 ##$c2024 | =LDR 01912nam a2200157 i 4500 =001 M36681617 =003 MDMP =005 20250219 =020 _#$a9780241667224 $qPaperback =100 1_$aLennon, Ferdia =245 10$aGlorious Exploits =264 ##$c2024 |
Publication Date – Example of effect of publication date being held in different field on merging #
| Existing Record | Using 264$c Matched – 70 weight & record merged Pub date =+15 Title acronym= +25 ISBN=+30 | Using 008/07 Matched – 70 & record merged weight Pub date =+15 Title acronym= +25 ISBN=+30 | Using 260$c Matched – 70 weight & record merged Pub date =+15 Title acronym= +25 ISBN=+30 |
|---|---|---|---|
| 000 01320nam a2200313 i 4500 005 20250310112232.0 007 ta 008 190613s2020 enk e 000 1 eng d 020 _ _ ¶a9781526604972 (pbk.) 020 _ _ ¶a1526604973 (pbk.) 082 0 4 ¶a823.92¶223 100 1 _ ¶aJedrowski, Tomasz,¶eauthor. 245 1 0 ¶aSwimming in the dark /¶cTomasz Jedrowski. 260 _ _ ¶c2020 264 _ 1 ¶aLondon :¶bBloomsbury Publishing,¶c2020. 300 _ _ ¶ax, 229 pages ;¶c22 cm 336 _ _ ¶atext¶btxt¶2rdacontent 337 _ _ ¶aunmediated¶bn¶2rdamedia 338 _ _ ¶avolume¶bnc¶2rdacarrier 650 _ 0 ¶aGay youth¶zPoland¶vFiction. 650 _ 0 ¶aFirst loves¶vFiction. 651 _ 0 ¶aPoland¶xHistory¶y1945-1980¶vFiction. 651 _ 0 ¶aPoland¶xHistory¶y1980-1989¶vFiction. 655 _ 7 ¶aRomance fiction.¶2lcgft 655 _ 7 ¶aGay fiction.¶2lcgft | =LDR 01339nam a2200145 i 4500 =001 M31481566 =003 MDMP =005 20250219 =020 _#$a9781526604972 =100 1_$aJedrowski, Tomasz =245 10$aSwimming in the Dark =264 ##$c2020 | =LDR 01339nam a2200145 i 4500 =001 M31481566 =003 MDMP =005 20250219 =008 190613s2020 enk e 000 1 eng d =020 _#$a9781526604972 =100 1_$aJedrowski, Tomasz =245 10$aSwimming in the Dark | =LDR 01339nam a2200145 i 4500 =001 M31481566 =003 MDMP =005 20250219 =020 _#$a9781526604972 =100 1_$aJedrowski, Tomasz =245 10$aSwimming in the Dark =260 ##$c2020 |
Effect of Matching when loading Marc #
Matching routines allow Libraries to MERGE existing records with the new marc record being loaded if they meet the matching routine criteria as a Good match.
Please note this a merging of the records where
- Tags that exist in both the existing record and the new record are updated with the new record content,
- Tags that are not present in the existing record but are in the new record are added
- if the existing record had tag that are not in the new record these tags will remain, if they are valid marc tags
- If a tag exists in the new record and that tag is listed as a “Drop tag” then that tag is dropped as part of the save process.