To prevent the loss of arbitration work, arbitrators need to complete the Record Matching tab first. To see illustrated instructions for this process, click here to go to the Lesson 2: Arbitration Record Matching page.
- Records need to match in Key A and Key B. The Record Matching table shows all differences of letters, words, and records in red print.
Check record matching before starting to arbitrate. The system automatically opens to the record matching tab. If the batch is a register-type document, with multiple records on one image, first check that the records from the A indexer and B indexer line up or match. Either one or the other of the indexers might have accidentally skipped a row or duplicated a row so that the names do not match. If arbitration is started and then it is found that some rows need to be realigned, any arbitration work already complete must be re-arbitrated.
Note: No values can be entered or changed while the Record Matching tab is active.
- Click the Record Matching tab if the tab does not automatically open after downloading a batch. All the records for the first image from both the A and B indexers are displayed in the order in which the indexers typed them. We refer to the indexed work as “Key A Records” and “Key B Records.”
- Compare the names between the two columns. Use the scroll bar to scroll down through the records. Be sure that a check is in front of Scroll Lock.
If needed, adjust which fields show and the order in which the fields appear.
- To adjust the fields, right-click in the column heading A Records or Key B Records, and select Record Matching Fields.
- To move a field, in the Selected Fields list, click a field name, and click the up or down arrow to move the field in the list.
- To hide a field, in the Selected Fields list, click a field name, and click the right arrow to move the field to the Hidden fields list.
Note: Any adjustments made to fields, including hiding fields, only applies to the Record Matching tab and does not affect how fields appear on the Arbitration tab.
Tip: All nonmatching letters are displayed in red. Some red is expected, since the values between the indexers might have some differences. When most of the values between the two are different, the rows probably do not match. For example, in the graphic Key A, where the green line is, a record for Cottrell, Karl S is missing. Every record after the missing record now appears to have numerous differences. To correct Key A:
Highlight Cottrell, Karl S in Key B.
Click the No Matching Record button to insert a blank record in Key A.
- If needed, add, remove, or change the order of the rows to get them to match up, using one of the options below.
|Option ||Description |
|Add a Row ||If one of the columns shows a name that does not appear in the other column, click the name, and then click No Matching Record(s). A row is now added in the opposite column marked <Empty>, and the remaining records are moved down. |
|Remove a Row ||If one of the columns has the same name twice, click the duplicate name, and then click Remove Record(s). That row is now removed, and the remaining records are moved up. |
|Change the Order ||If one column has correct names but in a different order than the other column, click to highlight the name, and then click the Up or Down arrow at the top to move that record up or down to match the correct column. |
Note: To move multiple rows at once, click the first record, press the Shift key, and click the last record. The rows are now highlighted.
|Insert a Line ||To insert a row in both columns in order to enter a name that was missed by both the A and B indexer, click the row just below where the line is to be inserted, then click the Insert new line above selected record button. |
|Delete a Line ||To remove a blank row in both columns, click the row to highlight, and then click the Delete selected lines from both columns button. |
- If a mistake is made, undo the changes by clicking Reset. The system returns both columns to their original positions.
To save changes, click Finished.
To leave the batch before record matching is completed, click on either the Header Data tab or the Arbitration tab. A box appears with the option to save or discard changes made. If Yes is clicked, the batch will closed with changes saved. If changes are not saved, the record matching accomplished will not be saved. The process will have to be started over when returning to work on the batch.
In many of the free-form multi-record projects where the Tools>Records Per Image function is available for each separate image, if a line was overlooked when in Record Matching, try going to Tools or Records per Image to amend the number of records on that particular image. However, in doing so, the arbitration work may be lost but can be started again as previously noted.
If a batch is downloaded that consists of multiple images with only one record per image, the record matching feature is of no value as each image must be arbitrated separately.