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>
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
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>
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>
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>
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>
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>
For DOM indexing, added index_matching_heading option
to create indexes for matching an entire authority
heading -- the index works by indexing a heading
such
150 $aCars$xElectric$zEngland$vScience fiction
as something like
"cars generalsubdiv electric geographicsubdiv england
formsubdiv science fiction"
Also started adjust names of some indexes to conform
to languaged used in the MARC21 and UNIMARC standards, e.g.,
"See" => "See-from"
"See-also" => "See-also-from"
"Conference-name-heading" => "Meeting-name-heading"
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
Currently, MARC authorities are indexed (assuming Zebra
is used) with Zebra's GRS-1 module. However, it does
not appear to be possible to index phrases that cross
subfield boundaries using the GRS-1 module's records.abs
config file's melm, elm, and xelm directives.
Since it is necessary to be able to efficiently search
an entire authority heading (e.g., to see if a given
bib heading is authorized), I'm proposing a switch
to Zebra's DOM XML filter module, which uses XSLT
to generate the words and phrases to be indexed from the
original MARC XML (or ISO2709) record.
The file authority-zebra-indexdefs.xml is an XSLT stylesheet
to implement the new indexing regime. It is based on the
MARC21 authority record.abs with the following changes:
* addition of 148/448/548
* changed name of "see" indexes to "see-from"
* changed name of "see-also" indexes to "see-also-from"
* added index on the subject thesaurus based on
the 008/11 and 040$f
* added indexes on the full heading
authority-zebra-indexdefs.xml was generated from
authority-koha-indexdefs.xml via the XSL transform
koha-indexdefs-to-zebra.xsl. authority-koha-indexdefs.xml
is the actual master version of the indexing definitions,
and was created to provide a much more compact syntax
over the raw XSLT that is to be passed to Zebra.
An experimental schema for Koha indexing definitions is
under way; my aim is to propose a simple format that can
be readily worked with, and perhaps even generated as
a serialization of indexing definitions that are set up
via administration settings in the Koha database itself.
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
Jared Camins-Esakov
Jared Camins-Esakov
Katrin Fischer
Galen Charlton