Make the shipped XSLTs for authorities (MARC21 and UNIMARC) the same as the generated version
Signed-off-by: Tomas Cohen Arazi <tomascohen@unc.edu.ar>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
In authority-koha-indexdefs.xml, all tags use the namespace "kohaidx" except the tag "id".
When re-generating authority-zebra-indexdefs.xsl, the line :
<xslo:variable name="idfield" select="normalize-space(marc:controlfield[@tag='001'])"/>
is modified :
<xslo:variable name="idfield" select="normalize-space()"/>
This is an error.
This patch adds kohaidx namespace to correct.
Test plan :
- Without patch
- go to etc/zebradb/marc_defs/marc21/authorities/
- run : xslproc xsltproc ../../../xsl/koha-indexdefs-to-zebra.xsl authority-koha-indexdefs.xml > authority-zebra-indexdefs.xsl
- read authority-zebra-indexdefs.xsl
=> the line has changed : <xslo:variable name="idfield" select="normalize-space()"/>
- Apply patch
- go to etc/zebradb/marc_defs/marc21/authorities/
- run : xslproc xsltproc ../../../xsl/koha-indexdefs-to-zebra.xsl authority-koha-indexdefs.xml > authority-zebra-indexdefs.xsl
- read authority-zebra-indexdefs.xsl
=> the line has not changed
(same for unimarc flavor)
Signed-off-by: Mirko Tietgen <mirko@abunchofthings.net>
Signed-off-by: Tomas Cohen Arazi <tomascohen@unc.edu.ar>
As Mirko mentioned, the xslt's now generate the facet-processing templates in
the authority xslt's too. They are harmless because we don't define facets
for authority records. If we did, it would be harmless too.
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
I took as a base the patch of F. Demians, but made a lot of changes,
so I think it is more logical to create a new patch as the behavior is
not the same as previous patch.
I tried to define DOM config files as a "miror" of record.abs, so the
behavior be the same.
If it is OK, we will be able to improve indexing later, for example
suppressing warns, managing indicators or subdivisions, etc.
I made some little changes to record.abs :
- comments
- 216 was indexed in Conference-name as well as Trademark. I suppose
that "Conference-name" is an error, so I indexed only in Trademark
- index 2 new notes : 340 / 356
The only difference between record.abs and DOM is that DOM config files
does not index complete fields, but subfields.
Ex :
melm 200 ===> <kohaidx:index_subfields tag="200" subfields="abcdfgjxyz">
I took all the subfields from the UNIMARC Authorities manual. The only
subfields not indexed are numeric subfields : $7, $8 for language of
record, and $0,2,3,5,6 for 4XX/5XX/7XX
To test :
- index a set of bib and auth records with GRS-1
- make some searches on different kind of authorities
- index the same records with DOM
- make the same searches
- You are not supposed to see differences
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
As I am not a UNIMARC user it's hard for me to test this, but
while testing other authority related patches I noticed that I couldn't
index the UNIMARC authorities of the sample base. The files are obviously
missing and reindex_zebra.pl notes this. With this patch applied,
indexing works and authorities are searchable in my installation.
Signed-off-by: Vitor Fernandes <fvernandes@keep.pt>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
See the bug for a description of the problem.
This patch tries to restore searching for marcflavour != MARC21 as well as
allowing instances with different marcflavors to co-exist on the same server.
To test:
- Do a package install with e.g. the official squeeze-dev packages and create at
least two instances, with different marcflavours, e.g.:
sudo koha-create --create-db --marcflavor marc21 test1
sudo koha-create --create-db --marcflavor normarc test2
- Run through the web installers for both instances and add a couple of
records to each. Wait for the records to be indexed or run indexing manually
with
sudo koha-rebuild-zebra -f test1
sudo koha-rebuild-zebra -f test2
- Try searching for the records you added. It should work in test1 but not in
test2.
- Apply the patch and build packages with the build-git-snapshot script
- Install the new koha-common package
- Create two instances (because of Bug 9754 it is probably best to give the
instances different names than the ones you created above, or to do this on
a fresh VM or similar) and add records, as described above. Searching should
now work equally well for both instances.
Please note: Because of Bug 9752 you will have to set marcflavour = NORMARC
by hand before you do the searching, if you choose NORMARC as the marc flavour
on one of the instances you create.
Please note too: I am not confident that this is the perfect solution, so
merciless and thorough testing is necessary! ;-)
Signed-off-by: Mirko Tietgen <mirko@abunchofthings.net>
Works for me for GRS-1 (package installation out of the box). Could not figure out how to set up DOM indexing and eventually stopped caring about it.
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Build packages with the patch and checked that creating
instances and search within them works for both MARC21 and NORMARC.
All tests and QA script pass.
Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
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>
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>
Add the Match-heading and Match-heading-see-from indexes to the UNIMARC Zebra
configuration.
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
Tested with an UNIMARC setup that things work fine. They do
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>
Adding some fields to index.
Adding also some indexes in order to be able to query specific fields.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
Adding Heading-Main as new index code in order to search only on Heading-main when $a selected.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
On authorities-home.pl page, when you do search, you don't have any
result. Looking in log file, you see a Zebra error:
Unsupported Use attribute (114) authtype Bib-1
This patch modify record.abs UNIMARC definition.
The same may have to be done for MARC21 record.abs.
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
This commit is a partial fix to authority control for MARC21,
and better authority handling in general (for UNIMARC too).
Before this patch, authority searching, editing, saving, was
not functioning, or was extremely buggy.
WARNING: You will need to re-index your authority database after
applying this commit.
The following changes have been made:
* Normalizing record.abs index names (in both MARC21 and UNIMARC)
* Synching authorities/bib1.att, ccl.properties, AuthoritiesMarc.pm
with new indexes (UNIMARC too)
* Clean up biblios/bib1.att (remove duplicate att defs)
* Clean up authorities-* templates to conform to new styles
* Fixed search failure when using Default framework (now searches
All)
Also included are several fixes to the built-in SRU server for
Authority and Biblio, it's recommended that you update your
koha-conf.xml file:
* adding explain-authorities.xml and explain-biblios.xml
* adding necessary info to koha-conf.xml to enable SRU/W
* adding several example XSLT stylesheets, that can be used
for SRU on-the-fly transformations (to MODS, DC, RDF, etc.)
Still remaining for 3.0 are the following tasks:
* update MARC21 frameworks (authority and cross-reference bib)
* update display code/templates in authority results list
* update search code/templates to utilize index points
* implement 'grouping' of authtypes for searching (Name, Title, Subject)
* repair utility to import auths and perform matching
* repair bibliographic import to match auths and warn if no match
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
