Here are key points to note on creating matching rules:
Match points: We will create one or more match points. Each match point refers to a catalog field that the incoming records in the import file and the existing records in the database are matched on. The match point could refer to fields such as Control number, Biblio number, or Title.
Match threshold: Each matching rule has a threshold that must be crossed during the matching process for a record pair to be considered successfully matched.
Score: Each match point in a matching rule is assigned a score. During the matching process if a pair of record is matched on the particular match point, the matched pair is assigned the corresponding score. The sum of scores across all match points must be greater than the Match threshold.
Match checks: Optionally 1 or more match checks can be created for each matching rule. These checks compare a field in the incoming record to the same or different field in the records...