Consolidate Records

Slate provides a powerful system for identifying and consolidating possible duplicate records. When two records are identified in "Consolidate Records" as possible duplicates, Slate will determine the "higher quality" master record to be retained. Values for the alias record may be merged into the master record only if the master has no value for single-valued or multiple-valued fields.

Recently merged records are eligible to be 'unmerged.' However, this is not an 'Undo' button - and is the first step towards re-creating the Alias record that was erroneously merged.

As an element of consolidating records, Slate provides a Transfer Objects tool that allows for granular control over which specific elements can be moved from one record to the other.

The duplicate searches employed for person and dataset records evaluate a unique series of criteria. The specific criteria is outlined in the related documentation.

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