Additional INN-Reach Match Evaluations

INN-Reach can be configured to perform a number of additional evaluations once it has used the Primary Match Field or the Secondary Match Field to identify an existing record as a potential match for an incoming record. These additional evaluations are intended to confirm the initial match.

These evaluations include:

Evaluation	MARC Sub/field(s)	Evaluation Type*	Applicable To
			PMF**	SMF**
Title***	245$ab	Direct comparison	Y	Y
Medium information	245$h	Presence	Y	Y
Large print indicators	245$h, 250, 300$a	Content criteria	Y	Y
Reproduction notes	533$a	Direct comparison	Y	Y
Video media formats	538$bcdf	Content criteria	Y	Y
Imprint	260$abc	Direct comparison	N	Y
Primary Match Field***	001	Validation	N	Y
Matchkey	<system-specific>	Validation	N	Y
* The evaluations can have the following types: Content criteria Determines whether the contents of the sub/field in the potential matches contain a specific value. Direct comparison    Normalizes the content of the sub/field in the potential matches and compares the normalized strings to each other. Presence Determines whether the sub/field is present or absent in the potential matches. Validation Determines whether the contents of the sub/field in the potential matches meet validity standards.
** PMF = Primary Match Field; SMF = Secondary Match Field
*** Any match evaluations without this mark require that your INN-Reach System has acquired the "Enhanced Matching Service for INN-Reach" product. For more information, ask your Central System Administrator to contact Innovative.

Primary Match Field Validation

If this evaluation is enabled, INN-Reach verifies whether the values in the Primary Match Fields for both the incoming and existing record are valid when it identifies a potential match based on a Secondary Match Field. Note that matchkeys are always valid.

• If both values are valid and the Primary Match Fields contain different values, the records do not match. (If the Primary Match Fields are valid and the same, the system would have already matched the records).
• If either value is invalid, the records match. The system was unable to match the records earlier because of the invalid Primary Match Field values.

Enhanced Matchkey Validation

If this evaluation is enabled, INN-Reach performs a configurable set of additional evaluations of the records when it identifies a potential match based on the matchkey as a Secondary Match Field. The system can be configured to perform any of the following evaluations:

• Verify the presence of specified fields. For example, the system can evaluate potential matches for the presence of a MARC 100 (Author) field and reject any records as matches if they do not contain the field.
• Compare the contents of fields in addition to the fields that make up the matchkey. For example, the system can compare MARC 260 (Publisher) fields in the potential matches.
• Verify that the Control Number field and the related Source field (for example, the MARC 001- and MARC 003-type fields) contain valid values.