Koha-community/Koha - Koha - Koha: The world's first free and open source library system

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Author	SHA1	Message	Date
Elliott Davis	1dba9c6409	Bug 7131: teach MARC import how to overlay items When staging biblios with items attached you previously had only two options, add or don't add. This patch adds a third option to replace an item record if a match is found on itemnumber or barcode, else it adds the item. Test Plan: 1) Stage a file of biblios with items attached. 2) Import the batch into the catalog. 3) Run the indexer so the matcher will match 4) Modify the item data for at least one bib in the file 5) Re-stage the file with the item matching option set to "Replace items if matching bib was found" 6) Let the indexer run again 7) You should see updated item information after the overlay Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com> Signed-off-by: Henry Bankhead <hbankhead@losgatosca.gov> Signed-off-by: Galen Charlton <gmc@esilibrary.com>	12 years ago
Chris Cormack	5884fb1000	Bug 5917 : Swapping templates over	13 years ago
Galen Charlton	438ed23337	staging import - enhance record overlay behavior 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>	16 years ago

Author

SHA1

Message

Date

Elliott Davis

1dba9c6409

Bug 7131: teach MARC import how to overlay items

When staging biblios with items attached you previously had only two
options, add or don't add.

This patch adds a third option to replace an item record if a match is
found on itemnumber or barcode, else it adds the item.

Test Plan:
1) Stage a file of biblios with items attached.
2) Import the batch into the catalog.
3) Run the indexer so the matcher will match
4) Modify the item data for at least one bib in the file
5) Re-stage the file with the item matching option set to "Replace
   items if matching bib was found"
6) Let the indexer run again
7) You should see updated item information after the overlay

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Henry Bankhead <hbankhead@losgatosca.gov>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>

12 years ago

Chris Cormack

5884fb1000

Bug 5917 : Swapping templates over

13 years ago

Galen Charlton

438ed23337

staging import - enhance record overlay behavior

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>

16 years ago

3 Commits (1dba9c6409d78cb1f90de6c1300cb5b63fb1b851)