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ucd-library / aggie-experts

Publicly reported feedback and issues for Aggie Experts
https://ucd-library.github.io/aggie-experts/
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Aggie Enterprise grant title alteration may affect Dimensions grant consolidation #546

Open qjhart opened 3 months ago

qjhart commented 3 months ago

In July, Elements sent @rakunkel-ucd a note describing dimensions grant matching. They pointed to this article, replicated below.

Following the release of Elements 5.15 in May 2019 grant records can be imported into Elements from Dimensions. As records may already exist in the system (either from institutional grant source or manual records), Elements will check whether any new records match existing grant records.

The data fields Funder Reference, Funder Name and Title are used by the matching algorithm to determine if a new record should match with a record already existing in Elements.

  1. If the new record contains both a Funder Reference and a Funder Name the matching algorithm will ignore the Title and;

Match grant records with the same Funder Reference and Funder Name (NB: In most cases Elements is able to determine if two different Funder Names refer to the same funder. For example, 'Biotechnology and Biological Sciences Research Council' and 'BBSRC'). Reject matching of records when either the Funder Reference or Funder Name differ

  1. If the new record only contains one of either Funder Name or Funder Reference the matching algorithm will look at the grant Title and field that is present and;

Match grant records were the Title and the present field match (fuzzy match on Title). Reject matching if either the Title or the present field don’t match (fuzzy match on Title).

  1. If the new record does not contain either a Funder Reference or a Funder Name the matching algorithm will look at the grant Title and;

Match grant records where the Titles fuzzy match. Reject matching if the Titles do not fuzzy match. Currently, the algorithm doesn't look for a 'best' match. As soon as it finds a record that does match, it stops.

I suspect that Aggie Enterprise's alteration of Grant Titles (Added the Project Fund # to the end) probably prevents this matching from happening. Previously, we've noted that this is an unpopular choice for users, and we remove this from the enty for Aggie Experts. However we do put the title in that way to Elements. Perhaps we should re-investigate that decision.

Vensberg commented 3 months ago

@qjhart , are there downsides to removing the Project Fund # from the title imported into Elements?

qjhart commented 3 months ago

@Vensberg Not that I can think of. The only issue is technically, I'm not sure exactly how many things they do throw on the end, so I have a regular expression, I'm not sure is correct.