Consolidate Records

Slate provides a powerful system for identifying and consolidating possible duplicate records. When two records are identified in the Consolidate Records tool as possible duplicates, Slate will determine the higher-quality master record to retain. Values for the alias record can 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; it is the first step toward recreating 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 specific elements to move between records.

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

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