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3.10. Merge/Overlay Profiles

Existing title records can be merged with imported records. Only use merge/overlay profiles already created by NC Cardinal.

To merge or overlay an incoming record with an existing Cardinal title record, one must specify which fields and subfields to preserve, which ones to remove, which ones to add, and which ones to replace. Below is a brief explanation of this process:

 

 

You can specify a merge/overlay profile to completely replace an existing record within NC Cardinal. If 000 is entered in the Preserve Column, any imported record overlays the existing NC Cardinal record completely.

There are multiple merge/overlay profiles currently created within Evergreen, which can be used as models for designing your own profiles. Please refer to Appendix C for existing merge profiles for NC Cardinal.

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