Display links to parent biblios, show linked items in holdings, allow holds on
linked items. This uses MARC to maintain relationships.
Sponsored by the Mississippi Department of Archives and History and RapidRadio
Solution. Originally developed by Savitra Sirohi and Amit Gupta at OSSLabs, with
UNIMARC support added by Zeno Tajoli. Commits squashed and merge conflicts
resolved by Chris Cormack from Catalyst. Respect for NORMARC and some small
framework portability fixes made by Jared Camins-Esakov of C & P Bibliography
Services.
IMPORTANT NOTE: A bug in the 773 coding for MARC21 was corrected from the
original OSS Labs code. The 773s generated by the pre-release code did not have
the first indicator set to '0', which means that they were not supposed to
display. Going forward, the first indicator will be set correctly, but existing
records created with this code will no longer appear (they appeared before only
due to another bug). To correct this, you could globally (or, to make sure you
only modify records created with the Analytics tool, for records with 773$0)
change the first indicator of the 773 from blank to '0'.
== Background ==
An analytic record for an item is a more detailed, monographic biblio for an
item attached to a serial record . This is often used for special issues of a
journal that are released as books on their own (assigned an ISBN, as well as an
ISSN/volume/issue). It is important for researchers to be able to search for
these items both as issues of the serial, and as monographs. It is equally
important for the library to not have duplicate item records for the item in
question to have to keep synchronized.
== Establishing relationships ==
Analytical records are connected to items belonging to parent or host
bibliographic records. This can be accomplished by:
* From an analytical bibliographic record linking to an host item by providing
the item barcode as input
* From a host item by using option "analyze", this creates a new empty
bibliographic record with field 773 (MARC21) populated
* Running a new CLI script that establishes a relationship between the
analytical record and the host item identified by the barcode in the
analytical record's 773$o (MARC21)
== Connecting Records ==
The relationships are maintained in the MARC records, we have not used database
tables at all.
== MARC Representation ==
In MARC21/NORMARC we have used:
* 773$9 to store the Koha item number of the host item
* 773$0 to store the Koha biblio number of the host bibliographic record
The above fields are used to display the relationships in various screens in the
OPAC and the staff interface. Additionally, when populating field 773 with host
item's details, we have used following MARC 21 mapping:
* 'a' <= 100/110/111 $a (author main)
* 'b' <= 250$a (edition)
* 'd' <= 260$a, 260$b, 260$c (place, publisher, year)
* 'o' <= barcode
* 't' <= 245$a (title)
* 'w' <= (003)001 --> if no 001 is available, we can populate biblionumber
* 'x' <= 022$a (issn)
* 'z' <= 020$a (isbn)
In UNIMARC, this code uses:
* 461$9 to store the Koha item number of the host item
* 461$0 to store the Koha biblio number of the host bibliographic record
When populating field 461 in UNIMARC, the following mapping is used:
* 't' <= 200$a (title)
== Treatment of Holds ==
A key requirement was to allow holds to be placed on host items from the
analytical record. We have accomplished this by allowing holds on specific
copies only. Biblio level holds are not allowed. This ensures that holds are
placed on specific items that are relevant to the analytical record.
== Deleting host items with linked analytical records ==
As we have not used database tables to maintain relationships, we had to use
search to find out if any linked analytical records are present. If 1 or more
analytical are present, we do not allow deletion of items. This is similar to
what we see when we try to delete authority records.
== Importing analytical records ==
Analytical records can be imported using bulkmarcimport or the GUI tools. The
new CLI script can be executed after the import to establish relationships with
host items. The script will establish relationships using the host item's
barcode, the barcode must be present in 773$o of the analytical record.
== What if there are two or more copies of the host item? ==
The current design will require that there be two host (773) fields, one for
each copy.
== What if there is no barcode available for the host item? ==
It is still possible to establish a relationship, by populating 773$9 with the
host's item number. However the CLI script uses barcode in 773$o to establish
relationships so it won't work where barcodes are unavailable. Also from an
analytical record, it is possible to establish a relationship to a host item by
providing the barcode as input, this option will not be available as well.
Commits that added the following features were squashed by Chris Cormack (this
is not a list of every commit):
* Display links to host records from biblio detail screens
* Support for UNIMARC, respecting the system preference 'marcflavor'
* Support holds from the OPAC
* Ability to link to items belong to host records from a analytical record
* Display items belonging to host records in the moredetail page
* Ability to edit items belonging to host records, also ability to delink from
them
* Move get host items code into a C4 routine, also calling the new routine in
related perl scripts
* Move host field population to a C4 routine, all changes in pl files to call
new routine
* Allow only specific copy holds for analytical records plus changes to use new
C4 routines
* Support for holds on items linked via host records
* Storing bibnumber and itemnumber in subfields 0 and 9, plus other mapping
changes
* New command line script that establishes relationships between analytical
records and host items and bibs. The script looks for host field (MARC21 773)
in records, and based on barcode in subfield 'o' populates host bibnumber in
subfield '0' and host itemnumber in subfield '9'. The script can be run after
an import of analytical records, it can also be run in the crontab to maintain
the relationships
* Ability to create analytical records from items, to view linked analytics, and
prevent deletion of items that have linked analytics
* New template for catalogue/detail.pl (NOTE: not a new template file, just a
new way of displaying analytics), template displays linked analytics and
allows creation of analytical records
* New zebra index for item number in host fields. This index will be used to
display links to analytical records from host records
* Display title of host record instead of the phrase host record
* Using detail.tmpl for analytics tab instead of a new template file
* Improved qualification info prepration in Prephostmarcfield
* Check for linked analytics before deleting item
* Display link to host record and more meaningful anchor text for edit item link
* Analytical record: Unimarc index in record.abs and help in
create_analytical_rel.pl
* Adding a sys pref that controls display of options to create analytical
relationships
* Add host entry in XSLT stylesheet in staff item detail
* Added host record support to OPAC detail XSLT
* Adding 773$0 and 773$9 to all frameworks
* Adding 773 subfields 0 and 9 to default marc framework via updatedatabase.pl
* Display create analytics and used in links in catalog detail
* Fixed problem where analytical records not showing in OPAC search results
because GetMarcBiblio now needs a flag to add item records
* Fixed problem where analytics count was set to 1 for all records, not just
those with analytics
* Fixed catalogue detail page not to show analytics counts if count is 0
Conflicts:
installer/data/mysql/updatedatabase.pl
koha-tmpl/intranet-tmpl/prog/en/modules/cataloguing/addbiblio.tt
kohaversion.pl
Co-author: Savitra Sirohi <savitra.sirohi@osslabs.biz>
Co-author: Zeno Tajoli <tajoli@cilea.it>
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Signed-off-by: Nicole C. Engard <nengard@bywatersolutions.com>
Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
This fixes a regression introduced by Bug 6526 that told you someone
already had a reserve if you attempted to move their ordering in the
hold queue.
(note: it also cleans a host of trailing whitespace errors that were in
that file)
Signed-off-by: Nicole C. Engard <nengard@bywatersolutions.com>
Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Previously it used the cardnumber, which caused numerous issues if your
users don't have card numbers.
Signed-off-by: Liz Rea <wizzyrea@gmail.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Adds a check to make sure that the item is actually unavailable before requiring the override
Signed-off-by: Nicole C. Engard <nengard@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
AllowHoldPolicyOverride should be able to override AllowOnShelfHolds, as well as other possible reasons for blocking a hold. Before, this only
allowed override of branch policies set in Circ Rules.
Signed-off-by: Nicole Engard <nengard@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Adds a check to confirm that the maxreserves syspref actually has a value before
using it. Also fixes an off-by-one error in the maxreserves calculation that
would allow librarians to place maxreserves + 1 holds for patrons.
Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Correcting check for circulation permission. Also updating
updateitem.pl (for setting lost and damaged statuses) with
circulate permissions.
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Previous commit modified checks for the item-level_itypes preference
to look for a different variable name but didn't update where that
variable is set in Auth.pm.
Other scripts perform a direct check of item-level_itypes and must
continue to use the name of the variable in the database.
Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
This patch provides a universal override to any hold policy if the AllowHoldPolicyOverride is set.
Amongst other overrides, this patch allows missing, non-checked out items to be placed on hold even with AllowShelfHolds turned off.
Signed-off-by: Nicole Engard <nengard@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
If no failures are to be added to the to the strings for redirect
the corresponding variables are undefined causing warnings
to be logged. Initialize them so that the error log is not
being filled with trivia.
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
According to notes in bug, patch was originally by Chris Cormack.
Signed-off-by: Liz Rea <lrea@nekls.org>
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Adding two new granular permissions under 'reserveforothers,' place_holds
and modify_holds_priority. If a user does not have modify_holds_priority
permission, the option to change the priority of a hold is hidden.
Revised patch includes changes to mandatory data files including
properly translated fr-FR version.
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
* export C4::Reserves::CancelExpiredReserves
* rename misc/cronjobs/cancel_expired_reserves.pl
to misc/cronjobs/holds/cancel_expired_holds.pl
* added cancel_expired_holds.pl to example crontab
* fix staff crash if AllowHoldDateInFuture is on
* expirationdate is now nullable instead of relying
on 0000-00-00
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
This is a much improved re-implementation of the reserves updates from dev_week.
Less new code has been added, and more existing functions are used instead of adding new ones.
The 'Lock Hold' function has been removed due to it not working as intended.
[RM note for documentation: this adds the following features:
* ability to specify an expiration date for a hold request
when placing it via the staff interface or OPAC
* daily batch job to cancel expired holds
* nice interface to change the priority of hold
requests for a bib in the staff interface]
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
This update the way Member is added and editing so that import and Edition
could be best automatized
GetMember evolves and allow ppl to serach on a hash of data
Adding SQLHelper A new package to deal with INSERT UPDATE and SELECT
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Adding finedays and reservesallowed and renewalsallowed management in smart rules
Adding Clone Rules
Adding CanBookBeReserved and CanItemBeReserved in C4::Reserves
Manage Reservesallowed in opac and staff interface
Manage renewalsallowed in C4/Circulation.pm
Update Database follow
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Squashed commit of the following:
commit e9dd6e1dee03fe3503f7995b57510f9edfe6b333
Author: Chris Cormack <chrisc@catalyst.net.nz>
Date: Wed Aug 19 08:14:53 2009 +0000
Version number
commit df3ee5473e79b760a91c62b96d7ce19229e0fd27
Author: Chris Cormack <chrisc@catalyst.net.nz>
Date: Wed Aug 19 08:08:11 2009 +0000
French systempref
commit c4b036e4e43947d7d1fb9f2e18e460788cb4e1ec
Author: Chris Cormack <chrisc@catalyst.net.nz>
Date: Wed Aug 19 00:25:33 2009 +0000
Code to update the database, and updating the sysprefs.sql
commit f74b942c24d5e9c33a4ec0e5ac706a0e347eb1a7
Author: Chris Cormack <chrisc@catalyst.net.nz>
Date: Tue Aug 18 02:07:22 2009 +0000
Now hides the name on the detail screen too
commit 53c80dbef88e360a4bbb78ecff3a6ca6ec401398
Author: Chris Cormack <chrisc@catalyst.net.nz>
Date: Tue Aug 18 01:35:19 2009 +0000
Allowing the librarians to choose to hide the borrowers name on holds
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
This adds to the interface and code the ability to set the reserve date when
requesting a hold.
Resubmit. Sorry, I formatted it from the wrong branch.
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Improves previous patch through the use of GetBranchesLoop. Also adds highlighting to the Existing holds table.
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Before this patch, we used to test for flags == 1, which was wrong when patron had all privileges.
This patch just adds a %2 to check that patron has superlibrarian privilege, and maybe something else we don't care.
I think I fixed it everywhere except in acquisition, that will be addressed by BibLibre new acquisition module.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Coding by Rick Welykochy <rick@praxis.com.au>
[1] Three new system preferences to enable particular
bib record views in the staff interface:
viewMARC
viewLabeledMARC
viewISBD
Implements enhancement 2642.
[2] New button in the regular and cataloging search results
pages in the staff interface to allow the operator to redo
the search against Z39.50 targets instead of the Koha database.
[3] Added copyright date and edition to cataloging and Z39.50 search results.
Implements enhancement 2640.
Feature sponsored by MassCat.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
This patch allows staff users to request reserves on multiple
items at one time.
Added checkboxes, select-all, clear-all, and place-hold button to
staff search results page. Place-hold button will only appear if
the user has permission to place holds for others. Item-level
Place-Hold button will not appear for multiple holds, nor will
the vertical detail menu.
Patron input page now shows multiple items, if applicable.
Hold confirmation page shows results for multiple items, if
applicable. Those which cannot be reserved are highlighted and
are excluded from the reservation. The reservation is placed at
the biblio number (i.e. next available) level.
Fixed display of item type.
Removed side menu for multiple items; removed item-oriented button for multiple items.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Overriding items.itype from biblioitems.itemtype
is needed only with item-level_itypes is OFF.
[LL bug 321]
Signed-off-by: Daniel Sweeney <daniel.sweeney@liblime.com>
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
This adds holds policy creation support to smart rules and read support to
C4/Circulation.pm, and the two reservation pages. It also adds a system
preference, AllowHoldPolicyOverride, to control whether the staff can override
these policies.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Signed-off-by: Daniel Sweeney <daniel.sweeney@liblime.com>
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Originally by Jesse Weaver <jesse.weaver@liblime.com>
This patch creates a new system preference, AllowRenewalLimitOverride,
that, if YES, allows the renewal limit to be manually overridden. It
updates C4::Circulation and reserve/renewscript.pl to obey this.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
This adds a new function, getitemtypeimagelocation, that returns the image
unmodified for absolute urls and returns the proper intranet or opac path
otherwise. It also updates all of the relevant files to use that function.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
When placing a hold request from the staff interface,
now correctly indicate if the patron account has expired.
Prior to this patch, would warn that the account
had expired even when the expiry date is in the future,
and vice versa.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Prior to this fix, changing the priority of any hold requests
in the queue of requests for a bib would convert
all item-level requests to title-level requests.
As part of this fix, improved display of the holds queue
so that item-level and bib-level requests can be more
clearly distinguished.
Documentation note: new screenshot of list of requests for
a bib in the staff interface.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Adds a 'forgive fines' checkbox to moremember.pl that defaults to off, and removes the hardcoded $exemptfine = 1 argument to AddReturn in reserves/renewscript.pl. Also, cleans up a little inline CSS.
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
Fixed rules for determining whether an item is
available for an item-level hold request. Create a
new function in C4::Reserves, IsAvailableForItemRequest(),
that checks whether an item is potentially available for
an item-level hold request.
An item is considered available if:
* it is not lost AND,
* it is not marked not for loan AND,
* it is not withdrawn AND,
* it is not damaged (unless the AllowHoldsOnDamagedItems syspref is ON), AND
* it is not on loan (unless the AllowOnShelfHolds syspref is ON)
Preventing a hold request on withdrawn items is bug 1739, as is
the new preference on whether to allow holds on damaged items.
Removing the condition that an item cannot be requested if
it has already been requested by another patron is the topic of bug 1710.
Note that this patch does not change the behavior where if
independent branches is on and the canreservefromotherbranches
syspref is off, a staff operator is prevented from placing
an item-level hold request on an item from a different branch.
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
This patch should reduce the occurrence of the following
message in the error log:
Illegal Date '2008-3-14' does not match 'iso' format: yyyy-mm-dd
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
The new tables have the same structure and constraints
as the tables they archive with the following exceptions:
* borrowernumber and biblionumber in old_reserves can be
NULL
* the FK constraints (e.g., for itemnumber) on old_reserves
set the child column to NULL if the parent row is deleted
instead of deleting the child row.
* there is no FK constraint on old_issues.branchcode, allowing
a branch to be deleted without changing archived requests.
Some miscellaneous cleanup was done as part of this patch:
* GetMemberIssuesAndFines (C4::Members) now uses bind variables
* fixed POD for GetMemberIssuesAndFines
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
Moved following functions from C4::Biblio to
C4::Items:
GetItemStatus
GetItemLocation
GetLostItems
GetItemsForInventory
GetItemsCount
GetItemInfosOf
GetItemsByBiblioitemnumber
GetItemsInfo
get_itemnumbers_of
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
670 is primarily about the status of a biblio or item that's got a
hold on it ... specifically the 'in transit' and 'waiting' status.
It applies to the following pages.
* request.pl - tested
* detail.pl - tested
* circulation.pl - tested
* moremember.pl - tested
* opac-user.pl - doesn't show transit status, but only shows waiting
when item has arrived at the pickup library
* opac-detail.pl - doesn't show hold statuses
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
Major Fix:
Fixing bug where 'expected' label existed for items that
were 'waiting'
Minor Cleanup:
Show correct statuses
Show itemtypes at correct levels depending on
global system preference
Display branch names, not branch codes
Adding in visibility option for 'canreservefromotherbranches' syspref
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
SANOP hadn't ported reserve to OPAC yet. that's why opac reserves were no more working.
I've fixed that, but it need more testing...
Signed-off-by: Chris Cormack <crc@liblime.com>
Abiding by Name Convention.
Using Members wherever it should be used.
Borrower is only used for borrower Categories.
+ GetBorrowersWhoHaveNeverBorrowed
and lists like that.
So this implies quite a change for files.
Sorry about conflicts which will be caused.
directory Interface::CGI should now be dropped.
I noticed that many scripts (reports ones, but also some circ/stats.pl or opac-topissues) still use Date::Manip.
- checkaccount and getborraccountno => GetBorrowerAcctRecord
Many changes in names,
some changes in function signature.
Will be detailed in a mail to kohadevel.
if this prefence is switched on: the document returned in another library than homebranch, the system automaticly transfer the document to his homebranch (with notification for librarian in returns.tmpl) .
switch off : the document stay in the holdingbranch ...
correcting bugs :
- comment C4::acquisition (not using in request.pl).
- correcting date in request.pl
-add the new call of function getbranches in request.pl
the intranet. The development was made on branch 2.2 by Arnaud Laurin from
Ouest Provence and integrated on HEAD by Pierrick Le Gall from INEO media
system.
New page reserve/request.pl taking a biblionumber as entry point.
New functions:
- C4::Biblio::get_iteminfos_of retrieves item informations for a list of
itemnumbers
- C4::Biblio::get_biblioiteminfos_of retrieves biblioitem informations for a
list of biblioitemnumbers
- C4::Biblio::get_itemnumbers_of retrieve the list of itemnumbers related to
each biblionumber given in argument.
- C4::Circulation::Circ2::get_return_date_of retrieves return date for a
list of itemnumbers.
- C4::Koha::get_itemtypeinfos_of retrieves the informations related to a
list of itemtypes.
- C4::Koha::get_branchinfos_of retrieves the informations related to a list
of branchcodes.
- C4::Koha::get_notforloan_label_of retrives the list of status/label for
the authorised_values related to notforloan.
- C4::Koha::get_infos_of is the generic function used by all get_*infos_of.
- C4::Reserves2::GetNumberReservesFromBorrower
- C4::Reserves2::GetFirstReserveDateFromItem
Modified functions:
- C4::Reserves2::FindReserves was simplified to be more readable.
The reservation page is reserve/request.pl and is linked from nowhere as
long as zebra is not stable yet on HEAD.
template guideline compliance: on circulation template, selected status of
each option in date options (day/month/year) is managed by a
TMPL_IF/TMPL_ELSE outside the <option>.
bug fixed: on circulation template, today issues could not be renewed with
new reserve/renewscript.pl items list coming from HTTP request.
bug fixed: on return template, included template to close the <head> was
wrong.
bug fixed: on member/moremember template, renew items comply with new
reserve/renewscript.
simplification: deletion of useless input param look-up table in
reserve/renewscript.pl, direct use of CGI method.
read. HTML output uses fieldset, it should be cleaner, feedback welcomed.
improvement: renewscript.pl simplified by using named submit buttons
(renew_all and renew_checked), and by using arrays in HTTP query for items.
