Published: 29th November 2018
N.B. This should only be done by members of the Operations team.
Please email re.support@manchester.ac.uk if you need to merge some records to be merged.
Step 1
Open both records side by side, with the record you’re merging from on the left side, and the record you’re keeping (i.e. merging in to) on the right.
Step 2
Go through each tab on each record and delete any duplicate values from the record on the left – so for example if an attribute is on both records, delete it from the record you’re merging from.
Step 3
If there is new data to move from the duplicate record, make a note of the tab it appears on.
Step 4
Do this for every tab on the records.
Step 5
Go to Bio1 and copy the ID from the left-hand record into the Aliases box of the right-hand record, as the Alias Type ‘duplicate VUM record’. If the ID starts with a U then this Alias Type is ‘duplicate UMIST record’.
Step 6
Close both records. Go to Admin, and then Merge Constituents
Step 7
The ID of the record you’re deleting goes in the left-hand box, and the record you’re keeping goes in the right-hand box.
Step 8
Select the tabs to move over into the right-hand record, make sure ‘delete source constituent’ is ticked, and click ‘Merge Now’.
Step 9
Some records need cleaning after being merged – for example merging Bio 1 will move addresses over, so you’ll want to make sure the most recent address is the primary one.