Record Linkage Handbook

The Record Linkage Handbook provides essential information on all aspects of the Record Linkage Process, enabling you to use it efficiently. In this section, you will find an overview of the topics Steps, Configuration, Runner, and Log.

Steps

Before you start, you should review the steps article. Here you´ll find important information you need to successfully begin your first Record Linkage project.

Configuration

Configuration is the starting point for matching records. Here you define:

  • Source and target modules
  • Thresholds for matches
  • Mapping setting (fields, weighting, and algorithms)
  • Actions for matches or non-matches

With careful configuration, you ensure the matching is precise and efficient.

Runner

The runner organizes the execution of your configurations. It manages:

  • Status such as queued, running and done
  • The order of executions
  • Metadata for each calculation

You can stop the process at any time if adjustments are necessary.

Log

The log stores the results of calculations. It shows:

  • Similarity scores between source and target records
  • Field-level differences
  • Status: Match, Potential Match, No Match

Here you can manually review potential matches and perform actions such as Link or Create as Target Record.

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