This document defines the MARC fields that will transfer to the retained record when the Bibliographic Level (BLvl) code in the fixed field, Material Type (Type) code in the fixed field, or language of cataloging differs between the retained and duplicate for all bibliographic records. It also specifically defines the fields that will transfer to the retained record when the retained record is CONSER. Hybrid Records: While we do not merge bibliographic records where the language of cataloging legitimately differs, if the duplicate records are hybrid records, where the language of catalog ought to be English, these records can be merged to a retained English language record. Restrictions: “No” indicates that the field will not transfer if the fields differ or if the retained record is CONSER. “Yes” indicates that the field will transfer even though the fields differ or the retained record is CONSER. So for example, if the retained record is CONSER with matching BLvl and language of cataloging but a different material type, then the 490/830 will not transfer. However, if the retained record is not CONSER, has a matching BLvl and matching language of cataloging but a different Type code, then the 490/830 will transfer to the retained record. Also note: “first record in set” refers to the first record in the sequence being merged that is not being retained. Transferable MARC Fields Restrictions If field transfers … If BLvl Differs If Type Differs If 040 $b differs If Retained is CONSER 006 yes yes yes no will transfer from all occurrences from all duplicate records in the set when the first element in the $a does not match: Type fixed field BLvl fixed field, or first element of an existing 006 in the retained record 007 yes no yes no will transfer all occurrences of this field from duplicate with most occurrences of this field, if not present on the retained 010 no no yes no will transfer any occurrence of this field from the replacement set, if field is not present on the retained ; uniqueness is determined by $a and $z Transferable MARC Fields Restrictions If transfers… If BLvl Differs If Type Differs If 040 $b differs If Retained is CONSER
344 no no yes no will transfer all occurrences of this field from first record in set which contains this field, if field is not present on retained 345 no no yes no will transfer all occurrences of this field from first record in set which contains this field, if field is not present on retained 346 no no yes no will transfer all occurrences of this field from first record in set which contains this field, if field is not present on retained 347 no no yes no will transfer all occurrences of this field from first record in set which contains this field, if field is not present on retained 377 no no yes no will transfer all occurrences of this field from first record in set which contains this field, if field is not present on retained 380 no no yes no will transfer all occurrences of this field from first record in set which contains this field, if field is not present on retained 381 no no yes no will transfer all occurrences of this field from first record in set which contains this field, if field is not present on retained 382 yes no yes no will transfer all occurrences of this field from first record in set which contains this field, if field is not present on retained 383 no no yes no will transfer all occurrences of this from first record in set which contains this field, if field is not present on retained 384 no no yes no will transfer any occurrence of this field from the replacement set, if field is not present on the retained Transferable MARC Fields Restrictions If transfers… If BLvl Differs If Type Differs If 040 $b differs If Retained is CONSER 490/830 no yes no no *see Record Field Transfers and Merge Matrix document for information on these fields
indicator value ‘7’ that have unique subfield $2 entries will also transfer 653 yes no yes yes will transfer all occurrences from record in set if field is not present on retained 654 yes no yes yes will transfer all occurrences from first record in set if field is not present on retained; will also transfer all fields with unique $2 655 yes no yes yes will transfer all unique occurrences from first record in set based on the second indicator value; Subject headings with second indicator value ‘7’ that have unique subfield $2 entries will also transfer 656 yes no yes yes will transfer all unique occurrences from first record in set based on the second indicator value; Subject headings with second indicator value ‘7’ that have unique subfield $2 entries will also transfer 657 yes no yes yes will transfer all unique occurrences from first record in set based on the second indicator value; Subject headings with second indicator value ‘7’ that have unique subfield $2 entries will also transfer 658 yes no yes yes will transfer all fields with unique $2; will transfer all occurrences from first record in set if field without that $2 is not present on retained 662 yes no yes yes will transfer all fields with unique $2; will transfer all occurrences from first record in set if field without that $2 is not present on retained Transferable MARC Fields Restrictions If field transfers… If BLvl Differs If Type Differs If 040 $b differs If Retained is CONSER 699 yes yes yes yes will transfer based on the second indicator value; will transfer all occurrences of this field with unique second