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Isni behind the scenes gatenby nadav manes harvard 201411
ISNI behind the scenes. Presentation at Harvard University Library 2014-11-18. Covers International Standard Name Identifier, ISO 20779. CBS software features, searching the database, how the database is updated and database utilities
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ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ConfidenceThe two main problems for maintaining persistence are
bull duplicates needing to be merged
bull undifferentiated identities needing to be split
ISNI errs on the side of making duplicates rather than mixed identities
Thus the batch load process (usually) makes a provisional record
bull where there is no match (for fear of making a duplicate assignment)
bull where there is a low confidence match (for fear of making a mixed
identity or a duplicate assignment)
bull where a matching record already has another local ID for the same
source regardless of the strength of the match (for fear of making a
mixed identity)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Independent matching
sources
3 VIAF sources
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Assignment Batch loading
Unique name
Single source
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
ISNI Matching
Name
Title
Partial title
Rare title word
Date
Publisher
Personal affiliation
Organisation affiliation
ISBN ISWC ISAN DOI +
Other name identifier eg IPI VIAF IPD
Instrument
Linked entities
Dewey classification
Scores are collected from each judge
Overall score computed lowered where
bull common surnames
bull common titles
bull if not much on which to match
Score gt 85 = match
Score gt6 but lt85 = possible match
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Building similarity vectors
Trying alternatives
to traditional rules
based matching
Working with Article
First data
Will load high
confidence data to
ISNI with traditional
matching
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull VIAF issues a full file monthly
bull Compare with previous full file
bull Deletes additions Sources changed contents
changed
bull Deletes
bull delete only if not assigned
bull Remove VIAF and mark for re-import
bull If VIAF only source change source to ISNI
bull Cluster movement reports
VIAF import
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Documentation Data Submission
Documents relating to data submission
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc
ISNI tab delimited formatISNI tab delimited format organisationsISNI data element valuesISNI XML request schemaISNI XML request schema documentISNI Atom Pub interactive request requirementsISNI Data contributors usage guidelinesISNI database source profiles RAG informationISNI bulk load submission
Documents relating to data submission output
ISNI XML response schemaISNI XML response schema documentISNI XML notification schemabulk load assigned ISNIsxsdbulk load ISNI not assignedxsdbulk load too many matchesxsdISNI Data contributors reports and notifications guidelines
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Procedures for maximizing assignment
bull Refinement of matching algorithms
bull Eg introduced rare title word
bull Now ignoring date of birth 1900
bull Re-import program
bull Rematch with new rules
bull Rematch after new data added
bull ISNI Quality Team Data sampling
bull assessing impact of single source
bull Recommendations for program changes
bull New criteria
bull Assessing uncommon surname assignment
bull Rules for online rich assignment
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Personal Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
A personal name is unique and includes a surname and
forename
The request includes an ldquoisNotrdquo statement
The metadata supplied is considered rich as per these cases
bull Full date of birth and death supplied
bull Year of birth + 1 title or instrument+ 1 related name (co-
author or affiliated institution)
bull 1 title or instrument + 1 external URL link of type
encyclopaedia home page (not social network page) + 1
related name (co-author or affiliated institution)
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Online Guarantee assignment ndash Organisation Name
ISNIs will be automatically assigned where there are no possible
matches in these cases
There are matches with a database record with a different source
An organisation name is unique and does not consist only of
abbreviations
The metadata supplied is considered rich as per these cases
bull Includes LOCODE amp
bull Organisation type amp
bull Organisation URL
The request is resolving a possible match by including a PPN
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Maximizing assignment
Enter a request record online (Web page or via API)
Batch loaded records ndash passive method
bull Quality Team manual fixes
bull OCLC periodic re-match runs
bull Matches from later batch loading amp online activity
Batch loaded records ndash active method
bull Resolve possible matches found by the system
bull Search the database for candidate records for merging
bull Enrich a record with URLs to external sources such as authorrsquos
web pages Wikipedia IMDB MusicBrainz Discogs etc
May 2012 assigned Oct 2014 assigned
ALCS 41523 6386 49157 7666
PROL 2205 3524 4143 6618
PROQ 65122 1289 243481 4819
May 2012 assigned Oct 2014 assigned
AUVLU 0 0 1716 4828
ICLA 0 0 2208 9761
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Resolving Possible Matches ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Compare Screen ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ndash Michel Calame ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding a new record ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Adding your source to an existing record
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Requests and replacements (you can replace your existing data citing local identifier)
bull Request
bull Atom Pub Header
bull Content = Request in the ISNI XML Request schema
bull Documentation
bull ISNI Atom Pub API guidlinesdoc
bull ISNI requestxsd (XML schema)
bull ISNI request schemadoc (describes the schema)
bull ISNI responsexsd (XML schema)
bull ISNI response schemadoc (describes the schema)
Atom Pub API (Machine to machine)
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Sees whole records
bull Can edit and delete all data
bull Can force merge
bull Macros with VB scripts
bull Download records or selected fields
bull Eg identify a set of records for re-import
WinIBW ndash QT Tool
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
bull Strange source combinations
bull Lived gt 120 years published before 10 years
bull Mismatching main names
bull Browse index and Hitrange
bull DOB 1900-
bull Theses amp dead lt 1950
bull Matching failures eg TEL Bowker VIAF
Hunting anomalies
ISNI lsquos CBS software
Searching
Update
Utilities
bull Re-import a set of records
bull Delete source from a set of records
bull Pseudonym fix
bull Move from name variant to related name
bull Link related name to other record
bull Generate other record if it doesnrsquot exist
Utilities
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Dear Sir Madam The ISNI 0000000117488848 refers to Marco Antonio
Casanova Professor at the Catholic University of Rio de Janeiro I am not
the author of Fragmentos poacutestumos - Nietzsche uma introduccedilatildeo
filosoacutefica or Segunda consideraccedilatildeo intempestiva da utilidade e
desvantagem da histoacuteria para a vida The author of these works is Marco
Antonio dos Santos Casa Nova You may confirm this information by
consulting our CVs at the Brazilian Research Council Marco Antonio
Casanova
(me) httplattescnpqbr0400232298849115 Marco Antonio dos Santos Casa Nova
(the other author) httplattescnpqbr3409704326617178
End User Note
ISNI lsquos CBS software
Searching
Update
Utilities
Harvard University Library 2014-11-18
Reports and Notifications
bull Bulk reports
bull Basic
bull Enriched
bull Notifications
bull Ad hoc reports
bull Report generator
bull WinIBW download
bull Statistics
See document ISNI Data contributors reports and notifications guidelinesdoc