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>
Holds are now shifted and reordered by date placed.
Holds already marked waiting, or in transit are not reordered.
Signed-off-by: Nicole C. Engard <nengard@bywatersolutions.com>
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
With item level itypes activated only the item for which holds were
allowed in circulation rules triggered the hold notice on checkin.
Also checked that biblio level itype still trigered correctly.
Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
The subroutine for sending HOLD and HOLD_PRINT notices only checked the
"email" field of the borrowers table and didn't check the value of the
AutoEmailPrimaryAddress preference. With this patch, "Hold filled"
notices can now be sent using the other email addresses of the member.
http://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=5867
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
When the message name was updated from "Hold Filled" to "Hold_Filled" for T::T compatibility,
the line in _koha_notify_reserve that looked up the letter code by the message name no longer
matched, so none of the messages were sent. This patch just replaces the space with an underscore
to get the names aligned properly.
Signed-off-by: Ian Walls <ian.walls@bywatersolutions.com>
Signed-off-by: Nicole C. Engard <nengard@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
In Liz's second comment on this bug, she points out that local-only
holds (and also no-holds) items are being used to fill the first hold
in the queue, no matter where located, transitting if necessary. If
all the items on a biblio are set to no-holds types, this problem
would never arise, as no holds could be *placed*. But if you have
one or more unlimitedor local-hold items, then holds are getting
filled by the first item to cross a scanner, no matter what.
This patch will check during C4::Reserves::CheckReserves to make sure
that the hold being handed back to AddReturn is actually fillable by
the item just scanned. One caveat: If CircControl is set to "the library
you are logged in at", this will cause items checked in at
other-than-their-home-library to fill local holds at the library where
scanned. This is, however, an edge case!
Signed-off-by: Liz Rea <lrea@nekls.org>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
This patch improves the phrasing of several messages by
breaking the message variable into distinct parts for more
natural-sounding warnings when:
- Checking out an item on hold for another patron
- Checking out an item which is waiting for another patron
- Checking out an item which is checked out to another patron
- Checking out an item which is checked out to this patron
- Checking out to a patron who has too many checked out
I would appreciate special attention to my changes to the
TooMany function in Circulation.pm to make sure I handled
it correctly.
Signed-off-by: Nicole Engard <nengard@bywatersolutions.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
The function was too complex for so simple stuff, not we check if one of all items of the record can be issued.
[Note by Galen Charlton: not only does this patch simplify the routine,
it also makes it behave correctly.]
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
This patch defines a new values of reserves.found, 'T', to indicate that
an item has been allocated to fill a hold request and is currently
in transit from one branch to another. This explicit value is meant
to filter out hold requests from processing by holds queue batch
job.
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
This add a function to check the reserve status, and add a check in IsAvailableForItemLevelRequest() to allow request on items that are waiting
Conflicts solved:
C4/Reserves.pm
Signed-off-by: Henri-Damien LAURENT <henridamien.laurent@biblibre.com>
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
Fixes bug reported by Colin Campbell where reserves.expiratedate
was defaulting to '0000-00-00' instead of NULL.
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
This patch add information to hold transfer slip:
* itemcallnumber
* location
* waiting date
Signed-off-by: Henri-Damien LAURENT <henridamien.laurent@biblibre.com>
Signed-off-by: Galen Charlton <gmcharlt@gmail.com>
This is done by saving the notices in the message_queue table with
type 'print'. The notices are generated from a notice named
HOLD_PRINT. At the end of the day, they are dumped to an HTML file and
marked as sent by a new cronjob.
This setup is intended to be temporary; modules/batch/ shouldn't be around
forever.
Mandatory SQL:
INSERT INTO message_transport_types (message_transport_type) values ('print');
[cherry-picked from 3.0.x]
This add a new letter in database, and each time a new hold is placed, a new mail is enqueued.
Signed-off-by: Henri-Damien LAURENT <henridamien.laurent@biblibre.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>
Allows temporary locations corresponding to 'in processing' and 'shelving'
so that newly-created items, and newly-returned items do not show
immediately as a available. Three new system preferences govern the usage
of these features.
NewItemsDefaultLocation. If system pref NewItemsDefaultLocation is set to a location code,
all newly catalogued items will be set to the location set in this preference.
Location code must be a valid LOC authorized value type.
InProcessingToShelvingCart. if the system pref InProcessingToShelvingCart is turned on,
any items run through returns.pl with a location code for 'PROC', will be modified to
have a new location code of 'CART'.
ReturnToShelvingCart. If the syspref ReturnToShelvingCart is turned on,
all items returned other than confirmed holds will have a new location code of 'CART'.
Any item issued is automatically taken of the shelving cart.
Adds a cron script shelf_to_cart.pl which should be run hourly.
Updates all items with a location of CART to the item's permanent location.
The original location code is stored in the new items column 'permanent_location'.
Original Author: PTFS Contractor <dbavousett@ptfs.com>
This work co-sponsored by
Middletown Township Public Library, Middletown, NJ USA and
East Brunswick Public Library, East Brunswick, NJ USA
Signed-off-by: Colin Campbell <colin.campbell@ptfs-europe.com>
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>
Only one argument is needed, as the name suggests.
Also removed unused package variable, added comments.
Fix POD for GetReservesFromBiblionumber
Only one argument is needed, as the name suggests.
Also removed unused package variable, added comments.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Mostly formatting SELECT statement for readability. Also updated POD
and added a comment. This command:
git diff -w C4/Reserves.pm
shows only the POD and comment chnages.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Send a hold filled notification only when the item
is (assumed) to enter the hold shelf, i.e., when
the request status (reserves.found) is set to 'W'.
Signed-off-by: Daniel Sweeney <daniel.sweeney@liblime.com>
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Change to GetReservesFromBiblionumber() had effect
of causing all requests of constrainttype other
than 'o' to not be included in result.
while ($foo) {
$bar or next;
# do stuff
# do other stuff
}
is not equivalent to
while ($foo) {
if ($bar) {
# do stuff
}
# do other stuff
}
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
This patch check that an item is not "Waiting" before do something in GetOtherReserves(because is the item is waiting, we don't need to do something).
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
This patch was not fully tested because the actual behavior intended
by constraints 'o' and 'e' was apparently never implemented here.
But it had no chance of success as with:
my $sth = $dbh->prepare("");
This uses the inteneded query, removes unneeded $sth->finish calls and
fixes *some* redeclaration of my $variables in the same scope, as
would be needed to run under warnings pragma.
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>
This adds notification code to Reserves.pm to send notifications through email
or SMS to patrons when their hold is filled. It does not send the letter
directly, but instead uses EnqueueLetter. Also, it relies on
EnhancedPatronMessaging being on and the hold notification being turned on for
the specific patron through the 'Messaging' tab.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
_Findgroupreserve, which identifies which hold request an
item should fill, is modified to check to see if
that item is targeted to fill a specific hold request.
It first checks for a targeted match with an item-level hold request,
then a targeted match with a title-level request. If no
such targeted match exists, it then checks for the top entries
in the holds queue.
The hold targeting map (i.e., the hold_fill_targets table) is
populated by the build_holds_queue.pl batch job. If that
job is not used, the behavior of _Findgroupreserve
is not changed.
This patch also
* adjusts ModReserveMinusPriority so that it calls
_FixPriority().
* adjusts circ/returns.pl so that it
correctly detects transfers.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
* Changed C4::Reserves::ModReserve so that if using it to take an
item off the hold shelf, reserves.waitingdate is cleared.
* Improved POD.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
