How Does Enhanced Match Point Work?

Step 1: Record Matching

a. Has this record already been contributed (local system/record number)?

INN-Reach first looks at the bib record number (e.g., b20647052) and the local system (e.g., 6wash) contributing the record, to determine whether the record has previously been contributed to MOBIUS. If INN-Reach finds a matching local system/bib number combination, the matching process ends.

b. Is there a match for this record?

Before the implementation of Enhanced Match Point, INN-Reach only looked for matching records based on OCLC # (located in the MARC 001 field). Enhanced Match Point uses a tier of sequential match points, listed below. When INN-Reach finds a match on any one of the match points in sequence, the process moves to the Step 2, Record Validation.

  1. LC Control Number (LCCN), MARC tag 010, subfield a (if the subfield repeats, only the first subfield is consulted)
  2. LC Control Number (LCCN) (canceled/invalid), MARC tag 010, subfield z (if the subfield repeats, only the first subfield is consulted)
  3. International Standard Book Number (ISBN), MARC tag 020, subfield a (if the subfield repeats, each is consulted)
  4. International Standard Serial Number (ISSN), MARC tag 020, subfield a (if the subfield repeats, each is consulted)
  5. Other Standard Identifier, MARC tag 024, subfield a (if the subfield repeats, each is consulted)
  6. International Standard Book Number (ISBN) (canceled/invalid), MARC tag 020, subfield z (if the subfield repeats, each is consulted)
  7. International Standard Serial Number (ISSN) (canceled/invalid), MARC tag 020, subfield z (if the subfield repeats, each is consulted)
  8. Other Standard Identifier (canceled/invalid), MARC tag 024, subfield z (if the subfield repeats, each is consulted)
  9. International Standard Serial Number (ISSN) (incorrect), MARC tag 020, subfield y (if the subfield repeats, each is consulted)
  10. Standard Number, MARC tag 989, subfield a (if the subfield repeats, only the first subfield is consulted)

If no match is found on any of the above fields, the process moves to Step 3, Master Record determination.

Step 2: Record Validation

In certain cases, INN-Reach may perform extra steps in verifying that contributed records that find a match to one of the above fields truly are for the same resource. INN-reach performs the following checks when a match is found. If any check fails, the process moves to Step 3, Master Record determination, without making the subsequent checks.

  1. Large Print: INN-Reach checks to see whether or not the word “large” is contained in one of the following fields of both the incoming and matching records.
    1. MARC tag 245, subfield h (General material Designation)
    2. MARC tag 250 (Edition statement)
    3. MARS tag 300 (Physical Description)

If the word “large” is contained in one of the above fields in both records, or is not contained in one of the above fields in both records, proceed to the Reproduction check. If one record contains the word “large” and the other does not, the record do not match; proceed to Step 3, Master Record Determination.

  1. Reproduction
    1. Do the records contain a MARC tag 533 (Reproduction Note)?
      1. If neither contain a 533, proceed to the GMD check
      2. If both contain a 533, proceed to 2.b.
      3. If one contains a 533 and the other does not, the record do not match; proceed to Step 3, Master Record Determination
    2. Are the 533 subfields b (Place of reproduction), c (Agency responsible for reproduction), and d (Date of reproduction) identical?
      1. If they are identical, proceed to 2.c.
      2. If they are not identical, the records do not match; proceed to Step 3, Master Record Determination
    3. Are the 533 subfields f (Series statement of reproduction) identical?
      1. If they are identical, proceed to the GMD check
      2. If they are not identical, the records do not match; proceed to Step 3, Master Record Determination
         
  2. GMD: Are the 245 subfields h (General Material Designation) identical?
    1. If they are identical, proceed to the next check
    2. If they are not identical, the records do not match; proceed to Step 3, Master Record Determination
       
  3. Title (not performed for a 989 field match): Are the normalized 245 fields identical? (See Appendix 1)
    1. If they are identical, proceed to the Imprint check;
    2. If they are not identical the records do not match; proceed to Step 3, Master Record Determination
       
  4. Imprint (not performed for a 989 field match)
    1. Are the normalized first word of the MARC tag 260 (Imprint), subfield a (Place of publication) or b (Name of publisher) identical?
      1. If they are identical, proceed to 5.b.
      2. If they are not identical, the records do not match; proceed to Step 3, Master Record Determination
    2. Are the first, normalized, non-bracketed dates in the MARC tag 260, subfield c (Date of publication) identical? (Not performed for records with Leader byte 7 “s”)
      1. If they are identical, the records match; proceed to Step 3, Master Record Determination
      2. If they are not identical, the records do not match; proceed to Step 3, Master Record Determination

Step 3: Determination of the Master Record

No Matching Record

If no matching record is found in Step 1, or if any of the validation checks fail in Step 2, INN-Reach designates the contributing record as a new Master Record.

Matching Record Found

If a matching record is found in Step 1, and all of the validation checks pass in Step 2, INN-Reach then makes a determination as to whether the contributing record should replace the current Master Record, or be added to the existing Master Record as an Institutional Record. INN-Reach makes the following comparisons between the contributing record and the current Master Record.

  1. Do the records contain 008 (Fixed Length Data) fields?
    1. If both do or both do not, proceed to the next check;
    2. If one does and the other does not, the record that does becomes the new Master Record.
  2. Do the records contain 505 (Formatted Contents Note) fields?
    1. If both do or both do not, proceed to the next check;
    2. If one does and the other does not, the record that does becomes the new Master Record.
  3. Do the records contain 520 (Summary) fields?
    1. If both do or both do not, proceed to the next check;
    2. If one does and the other does not, the record that does becomes the new Master Record.
  4. Do the records contain 655 (Genre/Form) fields?
    1. If both do or both do not, proceed to the next check;
    2. If one does and the other does not, the record that does becomes the new Master Record.
  5. Do the records contain 007 (Physical Description Fixed Field) fields?
    1. If both do or both do not, proceed to the next check;
    2. If one does and the other does not, the record that does becomes the new Master Record.
  6. Do the records contain 880 (Alternate Graphic Representation) fields?
    1. If both do or both do not, proceed to the next check;
    2. If one does and the other does not, the record that does becomes the new Master Record.
  7. What is the Encoding Level (Leader byte 17) of the records?
    1. If both records have the same Encoding Level, proceed to the next check;
    2. If one record has a lower Encoding Level, the record becomes the new Master Record.
  8. What is the contributing local system?
    1. If both records are from MERLIN, Saint Louis University, or Washington University, proceed to the next check;
    2. If both records are not from MERLIN, Saint Louis University, or Washington University, proceed to the next check;
    3. If only one record is from MERLIN, Saint Louis University, or Washington University, that record becomes the new Master Record.
  9. Which record was contributed first? – The record that was contributed earliest becomes the Master Record