Add Option to Handle Multi-Matches Automatically Based on Brief Level
Alma’s import profile functionality currently includes the option "Do not override/merge a record with lower brief version", which ensures that an incoming record is not loaded if its brief level is lower than that of the matched record in Alma.
We would like to see this functionality extended to enable handling multi-matches automatically. Currently, when an incoming record matches multiple existing records in Alma, the import process still flags this as an multi-match issue, even if all matched records in Alma have a higher brief level than the incoming record. These cases must then be reviewed and resolved manually by staff, despite the fact that the incoming record can be rejected automatically based on its brief level.
To support this, a checkbox like "Discard lower brief level record automatically" could be added to the "Automatic Multi-Match Handling" section under the "Match Profile" tab in an import profile. This would reduce the number of manual staff interventions and increase efficiency in working with Alma for metadata specialists.
Oki U.
shared this idea
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Oki U.
commented
Alma’s import functionality currently includes the option "Do not override/merge a record with lower brief version", which ensures that an incoming record is not imported if its brief level is lower than that of the matched record in Alma.
We would like to see this functionality extended to enable handling multi-matches automatically. Currently, when an incoming record matches multiple existing records in Alma, the import process still flags this as an multi-match issue to be reviewed, even if all matched records in Alma have a higher brief level than the incoming record. These cases must then be resolved manually by staff, despite the fact that the incoming record could be rejected automatically based on its brief level.
To support this, a checkbox like "Discard lower brief level record automatically" could be added to the "Automatic Multi-Match Handling" section under the "Match Profile" tab in an import profile. This would reduce the number of manual staff interventions and increase efficiency in working with Alma for metadata specialists.