Commit graph

65 commits

Author SHA1 Message Date
Fridolyn SOMERS
6e62f58015 Bug 9123: Authorities search ordered by authid does not work
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Tested with Zebra, marc21, grs1.
Discovered that paging through auth search results does no longer work, but that is not related to these changes.

Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Tested with Zebra, marc21, dom.
All tests pass.
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
2012-12-02 16:28:12 -05:00
2624a45386 Bug 8750 - Chronological terms authorities not correctly indexed (trivial fix)
Patch re-done so it applies, had that double-utf8 problem

There was no entry in authority's record.abs for indexing chronological
terms. They couldn't be searched and (obviously) linked.

I've added those entries using the index names defined in
authorities/etc/bib1.att

Regards
To+

Sponsored-by: Universidad Nacional de Córdoba
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Passed-QA-by: Paul Poulain <paul.poulain@biblibre.com>
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
2012-11-20 07:08:50 -05:00
Jared Camins-Esakov
510a2397fb Bug 8665 follow-up: add missing line to XSLT
The DOM transformer was missing a line from a previous development,
resulting in the MARC21 authorities DOM indexing stylesheet being
regenerated with a missing line. This patch readds the missing line
to the transformer, and provides the corrected authority-zebra-indexdefs.

Signed-off-by: Elliott Davis <elliott@bywatersolutions.com>
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-10-29 19:12:41 +01:00
Jared Camins-Esakov
7d9b4d58e3 Bug 8665: DOM indexing fails to index some bib records
Use a user-specified field for z:id.

This patch also fixes an excess space before the index in the MARC21
biblio index definitions, which someone fixed in the generated file
but not in the source file it should have been fixed in.

Signed-off-by: Chris Cormack <chris@bigballofwax.co.nz>
Signed-off-by: Elliott Davis <elliott@bywatersolutions.com>
2012-10-29 19:12:38 +01:00
Jared Camins-Esakov
91be607586 Bug 7475: Update configuration
In order to make matching rules more useful for MARC21 authorities,
this patch adds special indexes on previous see-from headings and
LCCN. This patch does not change UNIMARC authority configuration in
any way. Also modifies the Koha schema in preparation for adding
authority import and matching to the Staging tools.

To install:
1. Run installer/data/mysql/atomicupdate/importauthorities.pl
2. Update the following four files in your koha-dev:
    etc/zebradb/authorities/etc/bib1.att
    etc/zebradb/marc_defs/marc21/authorities/authority-koha-indexdefs.xml
    etc/zebradb/marc_defs/marc21/authorities/authority-zebra-indexdefs.xsl
    etc/zebradb/xsl/koha-indexdefs-to-zebra.xsl
3. Reindex your authorities:
    misc/migration_tools/rebuild_zebra.pl -a -r -v

NOTE TO RM: this patch adds an atomicupdate file that needs to be
incorporated into updatedatabase.pl if bug 7167 is not pushed.

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 master 1 August 2012
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Rebased on master 11 September 2012
2012-09-19 17:15:25 +02:00
Colin Campbell
1e8423167e Bug 8653 remove erroneous whitespace blocking indexing
The superfluous whitespace after the definition of subject
tag $9s is causing an error when carried over into dom config
files so that the authority links fail to index

Also removed the (harmless) trailing space in the equivalent
Unimarc files

A good editor and git can help in not creating excess whitespace

Signed-off-by: Chris Cormack <chris@bigballofwax.co.nz>
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-09-14 17:20:34 +02:00
Jared Camins-Esakov
66cee2f590 Bug 8206 follow-up: Add Match index to MARC21 record.abs
Although the Match index was correctly configured for UNIMARC
authorities and MARC21 authorities indexed with DOM, the Match
index was inadvertantly removed from the record.abs file for
MARC21 authorities at some point. Since the Match index is required
to make best use of the new search options, this patch adds it
back in.

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
2012-09-07 15:16:45 +02:00
Marc Veron
9c492a7fae Bug 7586 - Search: Language restriction does NOT show expected results (no items shown)
modified:   etc/zebradb/marc_defs/marc21/biblios/record.abs

Signed-off-by: Chris Cormack <chris@bigballofwax.co.nz>
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-06-10 11:00:14 +02:00
Galen Charlton
1f88669152 Bug 7818: add warning about not editing record.abs when using DOM filter
This commit also updates the authority and biblio DOM indexing definition
XSL to include updated header comments.

Signed-off-by: Galen Charlton <gmc@esilibrary.com>
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-06-09 11:44:14 +02:00
Galen Charlton
64680c18b3 Bug 7818: Zebra DOM filter index definitions for MARC21 bibs
The file biblio-zebra-indexdefs.xsl, which is the stylesheet that
is used by the Zebra DOM filter to convert an incoming MARC21 bib
to its indexed form, was generated by the following two steps:

misc/maintenance/make_zebra_dom_cfg_from_record_abs \
  --input  etc/zebradb/marc_defs/marc21/biblios/record.abs \
  --output etc/zebradb/marc_defs/marc21/biblios/biblio-koha-indexdefs.xml

xsltproc etc/zebradb/xsl/koha-indexdefs-to-zebra.xsl \
  etc/zebradb/marc_defs/marc21/biblios/biblio-koha-indexdefs.xml \
  > etc/zebradb/marc_defs/marc21/biblios/biblio-zebra-indexdefs.xsl

Records indexed using this XSLTshould behave similarly to records
indexed using the GRS-1 filter and the old record.abs definition, with
the following big exception (and improvemwent): indexed phrases now
span subfield boundaries if a specific subfield wasn't specified in the
index definition.  For example, the GRS-1 filter index definition

melm 245 Title

would allow 245 $a Cats on boxes : $b cardboard fantasies

to be searched as the phrases "cats on boxes" or "cardboard fantasies",
but a title phrase seach of "cats on boxes cardboard fantasises"
wouldn't work.  The DOM filter equivalent,

<index_data_field xmlns="http://www.koha-community.org/schemas/index-defs" tag="245">
  <target_index>Title:w</target_index>
  <target_index>Title:p</target_index>
</index_data_field>

*does* allow phrase searches to span subfield boundaries.

Signed-off-by: Galen Charlton <gmc@esilibrary.com>
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-06-09 11:44:06 +02:00
Galen Charlton
e660c70b82 Bug 7818: move koha-indexdefs-to-zebra.xsl
Since the koha-indexdefs-to-zebra.xsl  stylesheet will be used
by both bib and authority indexing, put in a central location.

Signed-off-by: Galen Charlton <gmc@esilibrary.com>
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-06-09 11:44:03 +02:00
Jared Camins-Esakov
937480abe0 Bug 7617: Sort authority results by authid
Add the option of sorting authority search results by authid, and instruct the
FirstMatch and LastMatch linkers to use that sort order rather than the default
search order.

To test:
1. Install new Zebra authorities config
    etc/zebradb/marc_defs/marc21/authorities/authority-koha-indexdefs.xml,
    etc/zebradb/marc_defs/marc21/authorities/authority-zebra-indexdefs.xsl,
    etc/zebradb/marc_defs/marc21/authorities/record.abs, and
    etc/zebradb/marc_defs/unimarc/authorities/record.abs
2. Reindex authorities in Zebra
3. Set LinkerModule to FirstMatch or LastMatch
4. Add two identical authority records, and a bib record with a heading that
   matches them
5. Run misc/link_bibs_to_authorities.pl on that record
6. Confirm that the authid that's been inserted into subfield $9 of that
   heading is the first, if you selected FirstMatch, or last if you selected
   LastMatch

Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
I followed the test plan and checked that for "Last match" and "First match"
the correct authority was selected and linked to the record.

Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-03-29 11:04:58 +02:00
Jared Camins-Esakov
5207699f98 signed off Bug 7284: Authority matching improvements
Squashed patch incorporating all previous patches (there is no functional
change compared to the previous version of this patch, this patch merely
squashes the original patch and follow-up, and rebases on latest master).

=== TL;DR VERSION ===
*** Installation ***
1. Run installer/data/mysql/atomicupdate/bug_7284_authority_linking_pt1
and installer/data/mysql/atomicupdate/bug_7284_authority_linking_pt2
2. Make sure you copy the following files from kohaclone to koha-dev:
etc/zeradb/authorities/etc/bib1.att,
etc/zebradb/marc_defs/marc21/authorities/authority-koha-indexdefs.xml,
etc/zebradb/marc_defs/marc21/authorities/authority-zebra-indexdefs.xsl,
etc/zebradb/marc_defs/marc21/authorities/koha-indexdefs-to-zebra.xsl, and
etc/zebradb/marc_defs/unimarc/authorities/record.abs
3. Run misc/migration_tools/rebuild_zebra.pl -a -r

*** New sysprefs ***
* AutoCreateAuthorities
* CatalogModuleRelink
* LinkerModule
* LinkerOptions
* LinkerRelink
* LinkerKeepStale

*** Important notes ***
You must have rebuild_zebra processing the zebraqueue for bibs when testing this
patch.

=== DESCRIPTION ===

*** Cataloging module ***
* Added an additional box to the authority finder plugin for "Heading match,"
  which consults not just the main entry but also See-from and See-also-from
  headings.

* With this patch, the automatic authority linking will actually work properly
  in the cataloging module. As Owen pointed out while testing the patch,
  though, longtime users of Koha will not be expecting that. In keeping with
  the principles of least surprise and maximum configurability, a new syspref,
  CatalogModuleRelink makes it possible to disable authority relinking in the
  cataloging module only (i.e. leaving it enabled for future runs of
  link_bibs_to_authorities.pl).  Note that though the default behavior matches
  the current behavior of Koha, it does not match the intended behavior.
  Libraries that want the intended behavior rather than the current behavior
  will need to adjust the CatalogModuleRelink syspref.

*** misc/link_bibs_to_authorities.pl ***
Added the following options to the misc/link_bibs_to_authorities.pl script:
--auth-limit        Only process those headings that match the authorities
                    matching the user-specified WHERE clause.
--bib-limit         Only process those bib records that match the
                    user-specified WHERE clause.
--commit            Commit the results to the database after every N records
                    are processed.
--link-report       Display a report of all the headings that were processed.

Converted misc/link_bibs_to_authorities.pl to use POD.

Added a detailed report of headings that linked, did not link, and linked
in a "fuzzy" fashion (the exact semantics of fuzzy are up to the individual
linker modules) during the run.

*** C4::Linker ***
Implemented new C4::Linker functionality to make it possible to easily add
custom authority linker algorithms. Currently available linker options are:
* Default: retains the current behavior of only creating links when there is
  an exact match to one and only one authority record; if the 'broader_headings'
  option is enabled, it will try to link to headings to authority records for
  broader headings by removing subfields from the end of the heading (NOTE:
  test the results before enabling broader_headings in a production system
  because its usefulness is very much dependent on individual sites' authority
  files)
* First Match: based on Default, creates a link to the *first* authority
  record that matches a given heading, even if there is more than one
  authority record that matches
* Last Match: based on Default, creates a link to the *last* authority
  record that matches a given heading, even if there is more than one record
  that matches

The API for linker modules is very simple. All modules should implement the
following two functions:
<get_link ($field)> - return the authid for the authority that should be
linked to the provided MARC::Field object, and a boolean to indicate whether
the match is "fuzzy" (the semantics of "fuzzy" are up to the individual plugin).
In order to handle authority limits, get_link should always end with:
    return $self->SUPER::_handle_auth_limit($authid), $fuzzy;

<flip_heading ($field)> - return a MARC::Field object with the heading flipped
to the preferred form. At present this routine is not used, and can be a stub.

Made the linking functionality use the SearchAuthorities in C4::AuthoritiesMarc
rather than SimpleSearch in C4::Search. Once C4::Search has been refactored,
SearchAuthorities should be rewritten to simply call into C4::Search. However,
at this time C4::Search cannot handle authority searching. Also fixed numerous
performance issues in SearchAuthorities and the Linker script:
* Correctly destroy ZOOM recordsets in SearchAuthorities when finished. If left
  undestroyed, efficiency appears to approach O(log n^n)
* Add an optional $skipmetadata flag to SearchAuthorities that can be used to
  avoid additional calls into Zebra when all that is wanted are authority
  records and not statistics about their use

*** New sysprefs ***
* AutoCreateAuthorities - When this and BiblioAddsAuthorities are both turned
  on, automatically create authority records for headings that don't have
  any authority link when cataloging. When BiblioAddsAuthorities is on and
  AutoCreateAuthorities is turned off, do not automatically generate authority
  records, but allow the user to enter headings that don't match an existing
  authority. When BiblioAddsAuthorities is off, this has no effect.
* CatalogModuleRelink - when turned on, the automatic linker will relink
  headings when a record is saved in the cataloging module when LinkerRelink
  is turned on, even if the headings were manually linked to a different
  authority by the cataloger. When turned off (the default), the automatic
  linker will not relink any headings that have already been linked when a
  record is saved.
* LinkerModule - Chooses which linker module to use for matching headings
  (current options are as described above in the section on linker options:
  "Default," "FirstMatch," and "LastMatch")
* LinkerOptions - A pipe-separated list of options to set for the authority
  linker (at the moment, the only option available is "broader_headings," which
  is described below)
* LinkerRelink - When turned on, the linker will confirm the links for headings
  that have previously been linked to an authority record when it runs. When
  turned off, any heading with an existing link will be ignored.
* LinkerKeepStale - When turned on, the linker will never *delete* a link to an
  authority record, though, depending on the value of LinkerRelink, it may
  change the link.

*** Other changes ***
* Cleaned up authorities code by removing unused functions and adding
  unimplemented functions and added some unit tests.

* This patch also modifies the authority indexing to remove trailing punctuation
  from Match indexes.

* Replace the old BiblioAddAuthorities subroutines with calls into the new
  C4::Linker routines.

* Add a simple implementation for C4::Heading::UNIMARC. (With thanks to F.
  Demians, 2011.01.09) Correct C4::Heading::UNIMARC class loading. Create
  biblio tag to authority types data structure at initialization rather than
  querying DB.

* Ran perltidy on all changed code.

*** Linker Options ***
Enter "broader_headings" in LinkerOptions. With this option, the linker will
try to match the following heading as follows:
=600  10$aCamins-Esakov, Jared$xCoin collections$vCatalogs$vEarly works to
1800.

First: Camins-Esakov, Jared--Coin collections--Catalogs--Early works to 1800
Next: Camins-Esakov, Jared--Coin collections--Catalogs
Next: Camins-Esakov, Jared--Coin collections
Next: Camins-Esakov, Jared (matches! if a previous attempt had matched, it
would not have tried this)

This is probably relevant only to MARC21 and LCSH, but could potentially be of
great use to libraries that make heavy use of floating subdivisions.

=== TESTING PLAN ===

Note: all of these tests require that you have some authority records,
preferably for headings that actually appear in your bibliographic data. At
least one authority record must contain a "see from" reference (remember which
one contains this, as you'll need it for some of the tests). The number shown
in the "Used in" column in the authority module is populated using Zebra
searches of the bibliographic database, so you *must* have
rebuild_zebra.pl -b -z [-x] running in cron, or manually run it after running
the linker.

*** Testing the Heading match in the cataloging plugin ***
1.  Create a new record, and open the cataloging plugin for an
    authority-controlled field.
2.  Search for an authority by entering the "see from" term in the Heading Match
    box
3.  Confirm that the appropriate heading shows up
4.  Search for an authority by entering the preferred heading into the Main
    entry or Main entry ($a only) box (i.e., repeat the procedure you usually
    use for cataloging, whatever that may be)
5.  Confirm that the appropriate heading shows up

*** Testing the cataloging interface ***
6.  Turn off BiblioAddsAuthorities
7.  Confirm that you cannot enter text directly in an authority-controlled field
8.  Confirm that if you search for a heading using the authority control plugin
    the heading is inserted (note, however, that this patch does not AND IS NOT
    INTENDED TO fix the bugs in the authority plugin with duplicate subfields;
    those are wholly out of scope- this check is for regressions)
9.  Turn on BiblioAddsAuthorities and AutoCreateAuthorities
10. Confirm that you can enter text directly into an authority-controlled field,
    and if you enter a heading that doesn't currently have an authority record,
    an authority record stub is automatically created, and the heading you
    entered linked
11. Confirm that if you enter a heading with only a subfield $a that fully
    *matches* an existing heading (i.e. the existing heading has only
    subfield $a populated), the authid for that heading is inserted into
    subfield $9
12. Confirm that if you enter a heading with multiple subfields that *matches*
    an existing heading, the authid for that heading is inserted into
    subfield $9
13. Turn on BiblioAddsAuthorities and turn off AutoCreateAuthorities
14. Confirm that you can enter text directly into an authority-controlled field,
    and if you enter a heading that doesn't currently have an authority record,
    an authority record stub is *not* created
15. Confirm that if you enter a heading with only a subfield $a that *matches*
    an existing heading, the authid for that heading is inserted into
    subfield $9
16. Confirm that if you enter a heading with multiple subfields that *matches*
    an existing heading, the authid for that heading is inserted into
    subfield $9
17. Create a record and link an authority record to an authorized field using
    the authority plugin.
18. Save the record. Ensure that the heading is linked to the appropriate
    authority.
19. Open the record. Change the heading manually to something else, leaving
    the link. Save the record.
20. Ensure that the heading remains linked to that same authority.
21. Change CatalogModuleRelink to "on."
22. Open the record. Use the authority plugin to link that heading to the
    same authority record you did earlier.
23. Save the record. Ensure that the heading is linked to the appropriate
    authority.
24. Open the record. Change the heading manually to something else, leaving
    the link. Save the record.
25. Ensure that the heading is no longer linked to the old authority record.

*** Testing link_bibs_to_authorities.pl ***
26. Set LinkerModule to "Default," turn on LinkerRelink and
    BiblioAddsAuthorities, and turn AutoCreateAuthorities and
    LinkerKeepStale off
27. Edit one bib record so that an authority controlled field that has already
    been linked (i.e. has data in $9) has a heading that does not match any
    authority record in your database
28. Run misc/link_bibs_to_authorities.pl --link-report --verbose --test (you may
    want to pipe the output into less or a file, as the result is quite a lot of
    information)
29. Look over the report to see if the headings that you have authority records
    for report being matched, that the heading you modified in step 2 is
    reported as "unlinked," and confirm that no changes were actually made to
    the database (to check this, look at the bib record you edited earlier, and
    check that the authid in the field you edited hasn't changed)
30. Run misc/link_bibs_to_authorities.pl --link-report --verbose (you may want
    to pipe the output into less or a file, as the result is quite a lot of
    information)
31. Check that the heading you modified has been unlinked
32. Change the modified heading back to whatever it was, but don't use the
    authority control plugin to populate $9
33. Run misc/link_bibs_to_authorities.pl --link-report --verbose
    --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
    of the record you've been editing)
34. Confirm that the heading has been linked to the correct authority record
35. Turn LinkerKeepStale on
36. Change that heading to something else
37. Run misc/link_bibs_to_authorities.pl --link-report --verbose
    --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
    of the record you've been editing)
38. Confirm that the $9 has not changed
39. Turn LinkerKeepStale off
40. Create two authorities with the same heading
41. Run misc/migration_tools/rebuild_zebra.pl -a -z
42. Enter that heading into the bibliographic record you are working with
43. Run misc/link_bibs_to_authorities.pl --link-report --verbose
    --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
    of the record you've been editing)
44. Confirm that the heading has not been linked
45. Change LinkerModule to "FirstMatch"
46. Run misc/link_bibs_to_authorities.pl --link-report --verbose
    --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
    of the record you've been editing)
47. Confirm that the heading has been linked to the first authority record it
    matches
48. Change LinkerModule to "LastMatch"
49. Run misc/link_bibs_to_authorities.pl --link-report --verbose
    --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
    of the record you've been editing)
50. Confirm that the heading has been linked to the second authority record it
    matches
51. Run misc/link_bibs_to_authorities.pl --link-report --verbose
    --auth-limit="authid=${AUTH}" (replacing ${AUTH} with an authid)
52. Confirm that only that heading is displayed in the report, and only those
    bibs with that heading have been changed

If all those things worked, good news! You're ready to sign off on the patch
for bug 7284.

Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Rebased on latest master and squashed follow-up, 16 February 2012
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Rebased on latest master, 21 February 2012

Signed-off-by: schuster <dschust1@gmail.com>
2012-03-07 17:34:11 +01:00
Janusz Kaczmarek
c1e47b9359 Error in records.abs for marc21/biblios
http://bugs.koha-community.org/show_bug.cgi?id=7502
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-02-06 21:51:48 +01:00
MJ Ray
d4b132136c Bug 7476 Remove executable bit from files that probably should not be executed
Signed-off-by: Aleksa Vujicic <aleksa@catalyst.net.nz>
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Amended to replace some copy-and-paste comments only with consent of MJR.

Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-02-03 14:22:15 +01:00
Katrin Fischer
4cd81a8d0f Bug 5369: se queries with paranthesis fail
This patch does several things to make the search work better:

1) Adding "" around search terms for queries on index se.
2) Make links for 8xx obey the UseControlNumber system preference
3) Fix the indexing for 8xx fields, as they were not included in the se index before

Note: Make sure you copy the new record.abs into your koha-dev directory and reindex
before testing.

To test:
1) Add records using the following fields:
440$a
490$a ind. 1 = empty or 0
490$a ind. 1 = 1
800$a, 810$a, 811$a or 830$a

Example value taken form bug description, should only work after applying the patch:
DHEW publication no. (HSM) 73-1804

Please also test with other examples.

Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
2012-01-06 14:11:35 +01:00
Jared Camins-Esakov
f09e2ca27e Bug 5528: Analytic records support
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>
2011-10-13 10:03:39 +13:00
Larry Baerveldt
d5a886201c Bug 4841: biblio-level itemtypes not searchable in advance search by itype
Mapping 942$c into itype index along with 952$y; this allows for biblios without any items, but with a biblio-level itemtype to be retrieved in search. This is particularly useful for E-books or Serials without barcoded items.

Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-09-27 08:38:35 +13:00
Jared Camins-Esakov
77462a7e2d Bug 6103: MARC21 fields missing index for CCL
Due to misconfigurations in record.abs, author fields other than 100 and most
title fields cannot be searched using CCL field prefixes. This patch adds the
appropriate indexes on 110, 111, 130, 210, 211, 212, 214, 222, 700, 710, 711,
730, 740, 780, and 785. It also adds a missing Title-later bib1 attribute.

NOTE: The files etc/zebradb/marc_defs/marc21/biblios/record.abs and
etc/zebradb/biblios/etc/bib1.att were both modified, and will have to be updated
on dev installations. The database will need to be reindexed to take advantage
of the updated indexes.

Signed-off-by: Jared Camins-Esakov <jcamins@bywatersolutions.com>
Signed-off-by: Frédéric Demians <f.demians@tamil.fr>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-06-26 06:12:45 +12:00
Chris Cormack
700249eb3c Merge remote-tracking branch 'kc/new/bug_5868' into kcmaster 2011-06-07 16:35:30 +12:00
Jared Camins-Esakov
e594e8c8b9 Bug 5868 follow-up: missing subfields in subject index
Index 658 (curriculum) as subject, and add some missing subfields to the subject
index.

Signed-off-by: Nicole C. Engard <nengard@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-06-07 16:34:30 +12:00
Jared Camins-Esakov
190a4234f7 Bug 6152: Document DOM authority index config
Add a note so developers know not to edit authority-zebra-indexdefs.xsl directly
but to instead edit authority-koha-indexdefs.xml and use the
koha-indexdefs-to-zebra.xsl stylesheet to generate the former from the latter.

Signed-off-by: Frederic Demians <frederic@tamil.fr>
Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-05-14 19:10:10 +12:00
Chris Cormack
d1cea14fae Merge remote branch 'kc/new/bug_3072' into kcmaster 2011-04-19 13:03:07 +12:00
Jared Camins-Esakov
573f837531 Bug 3072: Add Heading-Main and Any to MARC21 DOM
The Heading-Main and Any indexes were not defined in the MARC21 authority DOM
rules, but was enabled by the fix for bug 5924. This patch adds the Heading-Main
and Any indexes to the MARC21 DOM authority configuration.

This is a revised patch, with the authority-zebra-indexdefs.xsl automatically
generated from authority-koha-indexdefs.xml. Note that Any is added by
koha-indexdefs-to-zebra.xsl rather than in the authority-koha-indexdefs.xml
file.

NOTE: This patch modifies the following files, which you will need to manually
update if you are using a dev install:
etc/zebradb/marc_defs/marc21/authorities/authority-koha-indexdefs.xml
etc/zebradb/marc_defs/marc21/authorities/authority-zebra-indexdefs.xsl
etc/zebradb/marc_defs/marc21/authorities/koha-indexdefs-to-zebra.xsl

You will also need to reindex your authorities for the changes in this patch to
take effect.

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>
2011-04-19 13:02:17 +12:00
Henri-Damien LAURENT
700de9664d (Bug 4049) Searching itemtypes returning noise
Fix the problem of searching on partial itemtypes strings
for instance, itemtype="ARTICLE DE PERIODIQUE", itemtype="PERIODIQUE"
searching on itemtype="PERIODIQUE" would also get "ARTICLE DE PERIODIQUE"

Signed-off-by: Jonathan Druart <jonathan.druart@biblibre.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-04-07 15:54:00 +12:00
Jared Camins-Esakov
a6f28246ae Bug 5868: Subject indexes do not search 6xx fields
Prior to this change, the named Zebra Subject phrase index did not include the
600, 610, 611, 630, 654, 655, 656, and 657 fields. This could be seen in
searches such as: "su:Bible and su:N.T. and su:Matthew and su:Textbooks", which
should return a result with the following field:
=630  00$aBible.$pN.T.$pMatthew$vTextbooks.
This did not formerly work.

This patch modifies etc/zebradb/marc_defs/marc21/biblios/records.abs. This file
must be installed and biblios reindexed in Zebra for the changes made here to
affect records already in the catalog.

Signed-off-by: Stéphane Delaune <stephane.delaune@biblibre.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-04-06 20:03:05 +12:00
Chris Cormack
88b3711ca9 Merge branch 'new/bug_5307' into kcmaster 2011-04-05 10:06:02 +12:00
Katrin Fischer
b3efa877e7 Bug 5839: Add index stocknumber on 952$i
This patch adds a new index for stocknumber on field 952$i.

Note: For testing you have to copy over the changed files
from  kohaclone/etc/zebradb/ to your koha-dev/etc/zebradb folders.
Reindex.

To test:
1) Add 952$i to your frameworks
2) Add an item with 952$i
3) Search for your 952$i value in keyword search
4) Search for stocknumber, using stocknumber:<your 952$i value> or inv:<...

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-04-04 20:52:11 +12:00
Katrin Fischer
c0ca9f3413 Bug 5959: Add search link for analytics to serial records
This will work similar to 'Show volumes' links from traced series records and
set records. A link to search for analytics linked to serials.

A new syspref will be added: UseControlNumber.

This syspref will make it possible to determine, if $w and Controlnumber are
used for linking of records in bibliographic records.

If syspref is OFF (default), the search links will not use control numbers
but keywords.
If syspref is ON links will be built using Control-number and rcn index.

NOTE: 773$a is added to index Host-item. For testing on a dev installation:
copy record.abs to your koha-dev folder and reindex!

Rebased against 3.03.00.035 and a small typo fixed by Jared Camins-Esakov.

Signed-off-by: Jared Camins-Esakov <jcamins@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-04-01 20:23:30 +13:00
Ian Walls
b025403baa Bug 5307: Language search fields
Previously, searching on language would turn up any code found in any 041 subfield.  Unfortunately,
this field is used for language information OTHER THAN the language of the material, like the
original language (which may not be present anywhere in the material itself).

Below are the subfields for 041, and whether they've been kept or removed by this patch.

a: main language, kept
b: summary/abstract, removed
d: sung/spoken text for audio item, kept
e: librettos, kept
f: table of contents, removed
g: other material, removed
h: original language, removed
j: subtitles/captions, kept

Signed-off-by: Nicole Engard <nengard@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-02-17 08:38:42 +13:00
84a2c15913 Bug 5756: Add MARC21 tag 751 (added geographical entry) to Zebra config
Signed-off-by: Colin Campbell <colin.campbell@ptfs-europe.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-02-15 10:25:28 +13:00
a33109f523 Follow up on 5736: fix authorities record.abs
Follow up on 5736: Same problem with 100 and 100a in authorities/record.abs

Signed-off-by: Colin Campbell <colin.campbell@ptfs-europe.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-02-15 10:05:16 +13:00
c3bca13ed9 Bug 5736: Fixing some zebra configuration errors in marc21/biblios/record.abs
Lines like melm 999 should ALWAYS follow the lines for subfields 999a, 999b etc.
This is currently not the case for 410 411 490 611 710 785 and 800.
Found this since I could not find back the contents of 710$9 fields.

Signed-off-by: Colin Campbell <colin.campbell@ptfs-europe.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-02-14 09:58:39 +13:00
Katrin Fischer
baf3f605ec Bug 4506: Add index Record-control-number = rcn for indexing of $w subfields
Signed-off-by: Colin Campbell <colin.campbell@ptfs-europe.com>
2010-12-08 12:45:08 +00:00
Katrin Fischer
9f688ad92b Bug 5370: Fix all references to koha.org
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2010-11-08 09:41:47 +13:00
Chris Cormack
414b2ace4f Merge remote branch 'kc/new/signoffs' into kcmaster
Conflicts:
	installer/data/mysql/updatedatabase.pl

Updated updatedatabase.pl to handle new version number
2010-11-04 20:14:28 +13:00
dev2
433b77b750 Bug 5192 Enhancement to add new index for 658 curriculum field
Creates new curriculum index for 658 subfields a,b,c and search option in Advanced search (under More Options).  Also modifies the installer files to make 658abc display (they were hidden in the frameworks) and to create the new indexes.

The 658 already displays as part of the staff/OPAC subject display line.

Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2010-11-02 21:02:12 +13:00
Jared CAMINS-ESAKOV
68dc783c7e Fix bug 3811; Index language as word
An incorrect definition in record.abs was resulting in searches on languages returning incorrect results.  By changing the indexing mode from numeric to word, this patch fixes that problem.

Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2010-11-02 14:55:27 +13:00
amit gupta
a7fa02e06f Allow zebra search for Accelerated Reading Point in field 526$d
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
2010-04-16 07:14:44 -04:00
amit gupta
2ca25a9180 Allow zebra search for Accelerated Reading Level in field 526$c
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
2010-04-16 07:14:37 -04:00
bfdd704a43 Fixing record.abs for authorities and MARC21 2009-10-21 10:41:46 +02:00
savitra.sirohi
fda681b2d0 Allow zebra search for Lexile numbers in field 521$a
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
2009-06-03 13:25:48 -05:00
Galen Charlton
715aee6b95 bug 3223: add 500 and 590 to MARC21 bib Note index (Zebra)
Note: to completely apply this change, ensure that the working
copy of record.abs is updated and rebuild the bib indexes
using rebuild_zebra.pl -b -x -r

Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
2009-05-14 06:59:57 -05:00
Michael Hafen
a4f1283093 Add items.itemnotes to the Notes/Comments search in Marc21
This uncomments the 952$z and assigns it to the Notes index in
marc21

Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
2009-04-24 22:16:14 -05:00
J. David Bavousett
d605af2d8b Changes to installed indexing.
These changes tidy up ISBN and ISSN indexing, per Michele Maenpaa.  It's being
set up manually on many new installations, and probably ought to become part of the default
Koha installation.

Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
2009-04-03 19:18:39 -05:00
Galen Charlton
be82512f01 bug 2986: tweak authtype index for MARC21 (GRS-1)
Following a similar patch for UNIMARC, tweak the
authtype index for MARC21 authorities if the GRS-1
Zebra filter is in use.

Note that it is recommended that *DOM* mode indexing
be used for MARC21 authorities; if you're using DOM mode,
it is not necessary to rebuild the index.  However, if
you're using the GRS-1 definitions (record.abs), it will
be necessary to reindex the authority records using

misc/migration_tools/rebuild_zebra.pl -a -r

Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
2009-03-04 08:19:34 -06:00
Joshua Ferraro
f85bb6d49a adding title indexes for 780
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-03-20 08:41:08 -05:00
Joshua Ferraro
dc4a9b09eb fixing where the 505 subfields are indexed (before the field) in record.abs
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-03-18 10:39:58 -05:00
Joshua Ferraro
1b558dfe64 fix for bug 1925: 505 Field Indexing
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-03-17 19:27:16 -05:00
Galen Charlton
2247eee155 DOM authority indexing fixes (partial fix for 1906)
To fully install this patch, the following steps
are required:

1. perl Makefile.PL
2. make
3. make update_zebra_conf
4. restart zebrasvr
5. reindex authorities using rebuild_zebra.pl -a -r

Signed-off-by: Chris Cormack <chris@bigballofwax.co.nz>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-03-04 04:47:53 -06:00