Record Matching Rules

Record matching rules are used when importing MARC records into Koha.

The rules that you set up here will be referenced with you Stage MARC Records for Import.

To create a new matching rule:

• Click 'New Record Matching Rule'
  • Choose a unique name and enter it in the 'Matching rule code' field
  • 'Description' can be anything you want to make it clear to you what rule you're picking
  • 'Match threshold' - The total number of 'points' a biblio must earn to be considered a 'match'
  • Match points are set up to determine what fields to match on
  • '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".
  • '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
  • Enter the MARC tag you want to match on in the 'Tag' field
  • Enter the MARC tag subfield you want to match on in the 'Subfields' field
  • 'Offset' - For use with control fields, 001-009
  • 'Length' - For use with control fields, 001-009
  • 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.
  • 'Required match checks' - ??

Sample Record Matching Rule: Control Number

• Match threshold: 100
• Matchpoints (just the one):
• Search index: Control-number
• Score: 101
• Tag: 001
  • this field is for the control number assigned by the organization creating, using, or distributing the record
• Subfields: a
• Offset: 0
• Length: 0
• Normalization rule: Control-number
• Required Match checks: none (remove the blank one)