Citation Processing rules to use same Leganto real time availability merge rules for purchase requests
We currently have a citation processing rule set to automatically trigger a purchase request, if a book has a particular tag, and there are no E versions of the P available in repository. If there is an E copy available then the purchase request should not be triggered. If no E version is available, but the citation meets all other parameters in that particular citation processing rule, then a purchase request should automatically be triggered
The problem at the moment is that, Leganto is not relating our E version to our P, and so is still triggering a purchase requests even though an E version is available. This is due to our institution cataloguing E and P as 2 separate Marc records, and many of these do not have a linking ISBN in the 020 field. This would be similar to a lot of other institutions who don't merge the marc records together, as keeping them separate is considered to many as cataloguing best practice.
To display real time availability for citations, Leganto does however use merge rules for records in Alma (and their related records) and records in Primo, including dedup'd records (see attached image). This therefore displays P and E versions of the same title together. Can we request for this same 'Merging repository availability' rule to be used as the basis for citation processing rules. It proves to be more successful in linking P and E versions of the same title together.
Ian Hey commented
This is a good idea :-)