The MARC Modification Templates system gives Koha users
the power to make alterations to MARC records automatically
while staging MARC records for import.
This tool is useful for altering MARC records from
various venders work with your MARC framework.
The system essentially allows one to create a basic script
using actions to Copy, Move, Add, Update and Delete fields.
Each action can also have an optional condition to check
the value or existance of another field.
The Copy & Move actions also support Regular Expressions,
which can be used to automatically modify field values during the
copy/move. An example would be to strip out the '$' character
in field 020$c.
Furthermore, the value for an update can include variables
that change each time the template is used. Currently,
the system supports two variables, __BRANCHCODE__ which
is replaced with the branchcode of the library currently
using the template, and __CURRENTDATE__ which is replaced
with the current date in ISO format ( YYYY-MM-DD ).
At its simplist, it can perform functions such as:
Copy field 092$a to 952$c
At its most complex it can run actions like:
Copy field 020$c to 020$c using RegEx s/\$// if 020$c equals RegEx m/^\$/
Signed-off-by: Leila <koha.aixmarseille@gmail.com>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
Expose authority import functionality to the command line import
scripts, and rename them from commit_biblios_file.pl and
stage_biblios_file.pl to commit_file.pl and stage_file.pl.
To test (note that these instructions assume you have a MARC21
installation and are using the provided sample file):
1. Find a file of authorities (a sample file with MARC21 authorities
is attached to bug 7475) and download it to your server
2. Stage the file using the following command (replace <filename> with
the name of the file you saved in step 1):
> misc/stage_file.pl --file <filename> --authorities
3. Note the batch number the script assigns to your batch
4. Commit the records using the following command (replace <batchnumber>
with the batch number you made note of in step 3):
> misc/commit_file.pl --batch-number <batchnumber>
5. Index the authorities Zebraqueue (or wait)
6. Confirm that the new authorities appear.
7. Create a matching rule with the following settings:
Code: AUTHTEST
Description: Personal name main entry
Match threshold: 999
Record type: Authority record
Search index: Heading-main
Score: 1000
Tag: 100
Subfields: a
Offset: 0
Length: 0
(note the ID of this matching rule)
8. Stage the authority file again, this time using the following
command:
> misc/stage_file.pl --file <filename> --authorities \
--match <matchingrule>
7. Revert the import with the following command:
> misc/commit_file.pl --batch-number <batchnumber> --revert
8. Index the authorities Zebraqueue (or wait)
9. Confirm that the records have been removed
10. Import an authority record with the Stage MARC/Manage staged MARC
tools in exactly the way you would for a bibliographic record,
but choose "Authority" instead of "Bibliographic" for the record
type.
Signed-off-by: Elliott Davis <elliott@bywatersolutions.com>
Testing plan delivers as it should.
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Rebased on latest master 11 September 2012
* Add the code necessary to handle authorities with matching rules and
import batches.
* Update all the scripts that use the matcher and import batch code
to use the new API.
* Add authority records to the matching rules interface in the staff
client.
http://bugs.koha-community.org/show_bug.cgi?id=2060
Signed-off-by: Elliott Davis <elliott@bywatersolutions.com>
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Rebased on latest master 11 September 2012
Rather than having options for MARC21 and UNIMARC in the "Character encoding"
dropdown, the user should be able to select the appropriate character encoding.
The default retains the current behavior, which is to allow the system to guess
which character encoding is in use. However, it should be noticed that this is
almost always wrong for non-UTF8 records with non-ASCII characters. Specifying
a character set is much more reliable if you're not using UTF-8.
Rebased to use Template::Toolkit instead of HTML::Template::Pro.
Signed-off-by: Jared Camins-Esakov <jcamins@bywatersolutions.com>
Signed-off-by: Nicole C. Engard <nengard@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
This patch is writted by Paul Poulain.
It auto-select the marcflavour from syspref in the stage marc import.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Enhanced the ability of catalogers to specify how
bib and item records should be added, replaced, or
ignored during a staging import.
When an import batch of bib records is staged and commit,
the user can now explicitly specify what should occur
when an incoming bib record has, or does not have, a match
with a record already in the database. The options are:
if match found (overlay_action):
create_new (just add the incoming record)
replace (replace the matched record with the incoming one)
use_template (option not implemented)
ignore (do nothing with the incoming bib; however, the
items attached to it may still be processed
based on the item action)
if no match is found (nomatch_action):
create_new (just add the incoming record)
ignore (do nothing with the incoming bib; in this
case, any items attached to it will be
ignored since there will be nothing to
attach them to)
The following options for handling items embedded in the
bib record are now available:
always_add (add the items to the new or replaced bib)
add_only_if_match (add the items only if the incoming bib
matches an existing bib)
add_only_if_add (add the items only if the incoming bib
does *not* match an existing bib)
ignore (ignore the items entirely)
With these changes, it is now possible to support the following use cases:
[1] A library joining an existing Koha database wishes to add their
items to existing bib records if they match, but does not want
to overlay the bib records themselves.
[2] A library wants to load a file of records, but only handle
the new ones, not ones that are already in the database.
[3] A library wants to load a file of records, but only
handle the ones that match existing records (e.g., if
the records are coming back from an authority control vendor).
Documentation changes:
* See description above; also, screenshots of the 'stage MARC records
for import' and 'manage staged MARC records' should be updated.
Test cases:
* Added test cases to exercise staging and committing import batches.
UI changes:
* The pages for staging and managing import batches now have
controls for setting the overlay action, action if no match,
and item action separately.
* in the manage import batch tool, user is notified when they
change overlay action, no-match action, and item action
* HTML for manage import batch tool now uses fieldsets
Database changes (DB rev 076):
* added import_batches.item_action
* added import_batches.nomatch_action
* added 'ignore' as a valid value for import_batches.overlay_action
* added 'ignored' as a valid value for import_records.status
* added 'status' as a valid value for import_items.status
API changes:
* new accessor routines for C4::ImportBatch
GetImportBatchNoMatchAction
SetImportBatchNoMatchAction
GetImportBatchItemAction
SetImportBatchItemAction
* new internal functions for C4::ImportBatch to
determine how a given bib and item are to be
processed, based on overlay_action, nomatch_action,
and item_action:
_get_commit_action
_get_revert_action
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
Updated all scripts appearing on the tools page
to respect a granular permission defined for
each of them.
The tools menu and home page have been changed so
that only the specific tools that a user has
access are displayed. This is simple, but depending on
the module and circumstance, it may be better to
display functions that the user has does not have
access to, but disable the links and do some sort
of visual styling to indicate that a function exists
but requires additional privileges to access.
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
Staging job now gets moved to background so that
it does not get killed if it takes longer
than the Apache timeout.
Added AJAX monitoring of job status.
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
* Added C4::BackgroundJob to monitor tracking of
background jobs
* start modifying stage-marc-import to use it
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
* Introduced C4::UploadedFile to handle management and
progress tracking of uploaded files.
* Modified stage-marc-import.pl to handle new upload
mechanism
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
Enhancement to store the matching rule associated with an
import batch and to allow the current matching rule in
effect to be changed and the duplicate detection redone.
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
Revamps the import options on the tools menu to have two parts:
[1] Staging (load file into reservoir)
[2] Managing (review the list of staged batches, then
choose to commit or undo a given batch.
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
