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3 <h1>Record Matching Rules</h1>
5 <p>Record matching rules are used when importing MARC records into Koha.</p>
7 <p>The rules that you set up here will be referenced with you Stage MARC Records for Import.</p>
9 <p>To create a new matching rule:</p>
12 <li>Click 'New Record Matching Rule'
14 <li>Choose a unique name and enter it in the 'Matching rule code' field</li>
15 <li>'Description' can be anything you want to make it clear to you what rule you're picking</li>
16 <li>'Match threshold' - The total number of 'points' a biblio must earn to be considered a 'match'</li>
17 <li>Match points are set up to determine what fields to match on</li>
18 <li>'Search index' can be found by looking at the ccl.properties file on your system which tells the zebra indexing what data to search for in the MARC data".</li>
19 <li>'Score' - The number of 'points' a match on this field is worth. If the sum of each score is greater than the match threshold, the incoming record is a match to the existing record</li>
20 <li>Enter the MARC tag you want to match on in the 'Tag' field</li>
21 <li>Enter the MARC tag subfield you want to match on in the 'Subfields' field</li>
22 <li>'Offset' - For use with control fields, 001-009</li>
23 <li>'Length' - For use with control fields, 001-009</li>
24 <li>Koha only has one 'Normalization rule' that removes extra characters such as commas and semicolons. The value you enter in this field is irrelevant to the normalization process.</li>
25 <li>'Required match checks' - ??</li>
30 <h2>Sample Record Matching Rule: Control Number</h2>
33 <li>Match threshold: 100</li>
34 <li>Matchpoints (just the one):</li>
35 <li>Search index: Control-number</li>
39 <li>this field is for the control number assigned by the organization creating, using, or distributing the record</li>
45 <li>Normalization rule: Control-number</li>
46 <li>Required Match checks: none (remove the blank one)</li>
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