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SOLVED

fuzzy match (only within the same source)

Fireball

Hello,

 

I understand that there are two modes in fuzzy matching tool: purge mode (All records compared) and merge (only records from a different source are compared). 

 

If I have multiple sources (thousands) and would like to only match WITHIN the same source, is there any way to do that? 

 

Sample input:

sourcename
1Xicheng Chang
1Xicheng chang
2Nicholas Smith
3Nicholas Smith
4James Page
4James Bateman
4Stephanie A Picano
4Stephanie Ann Picano
5Xicheng Chang

 

Sample output:

sourcename
1Xicheng Chang
2Nicholas Smith
3Nicholas Smith
4James Page
4James Bateman
4Stephanie Ann Picano
5Xicheng Chang

 

Sincerely,

Kazumi

Fireball

I think I got this. 

1) Assigned Record ID per person using a record ID tool

2) Used Purge Mode and selected "Record ID" in Record ID Field (fuzzy match tool)

3) Selected source and name as match fields (fuzzy match tool)

Meteoroid

I had the same exact use case and this solution worked perfectly.  Thanks so much for saving me the time!

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