This patch allows subject headings from different thesaurus to co-exist in Koha.
Test plan:
1. Enable Elasticsearch as the search engine (SearchEngine system preference =
Elasticsearch) and reindex (koha-elasticsearch --rebuild -d -b -a kohadev).
2. Load sample authority records attached to the bug (in this case the
authorities.mrc file was saved in the koha directory - adjust file location as
appropriate):
misc/migration_tools/bulkmarcimport.pl -v -a -file authorities.mrc -insert
-c=MARC21
3. Load the sample bibliographic record attached to the bug:
misc/migration_tools/bulkmarcimport.pl -v -b -file biblios.mrc -insert
-c=MARC21
4. Search for ISBN 0704328623 and verify that the subject terms are not linked
to any authority records (if you hover over the link terms, all links should
look like ../cgi-bin/koha/catalogue/search.pl?q=su:"subjectterm" - none should
have any ?q=an:XXX (where XXX = authority record ids) in the link).
5. Apply the patches.
6. Reset the Elasticsearch mappings (Administration > Catalog > Search engine
configuration (Elasticsearch)).
7. Reindex: koha-elasticsearch --rebuild -d -b -a kohadev
8. Link bibliographic records to authority records:
misc/link_bibs_to_authorities.pl -v -l
9. Repeat the search in step 4 (or refresh the record details page) and verify
that the first three Feminism headings[1] are linked to an authority record
(should have ?q=an:XXX (where XXX = different authority record IDs for the
various feminism authority records linked to a specific thesaurus)).
10. Reindex: koha-elasticsearch --rebuild -d -b -a kohadev
[1] Links for subject terms for step 9 in order are (the authority ids may be
different depending on how ou are testing):
Subject(s:) Feminism | feminism | Feminism | Feminism | Idéhistoria |
Litteratur
http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=an:1709http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=an:1710http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=an:1708http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=su:"Feminism"
http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=su:"Idéhistoria"
http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=su:"Litteratur"
MARC info:
650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM
a Topical term or geographic name entry element Feminism
0 Authority record control number or standard number
https://id.kb.se/term/sao/Feminism
2 Source of heading or term sao
650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM
a Topical term or geographic name entry element feminism
2 Source of heading or term bnb
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
a Topical term or geographic name entry element Feminism
650 #4 - SUBJECT ADDED ENTRY--TOPICAL TERM
a Topical term or geographic name entry element Feminism
650 #4 - SUBJECT ADDED ENTRY--TOPICAL TERM
a Topical term or geographic name entry element Idéhistoria
650 #4 - SUBJECT ADDED ENTRY--TOPICAL TERM
a Topical term or geographic name entry element Litteratur
Note: The fourth Feminism term has second indicator 4 which means "Source
not specified". So this term is only a local term and does not belong to any
specific thesaurus and thus not linked. To specify a source of a term, the
second indicator must be set as 7. The source of heading is then specified in
subfield 2.
Sponsored-by: Lund University Library, Sweden
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
We use match_count to determine if a new authority record should be created, however,
we were not adding this count to the cache, so if a record returned too many matches on first
lookup, we would create a new record on the second lookup
To test:
1 - Set Linker Module to 'Default'
2 - Enable AutoCreateAuthorities and BiblioAddsAuthorities and CatalogModuleRelink and LinkerRelink
3 - Add two copies of a single authority via Z39
4 - Add two headings for that authority to a bib record (e.g. a 610 and 710)
5 - Save the record and note a new authority is generated
6 - Repeat and see another is generated
7 - Apply patch
8 - Restart all the things
9 - Save the record again, no new authority created
Signed-off-by: Phil Ringnalda <phil@chetcolibrary.org>
Signed-off-by: Joonas Kylmälä <joonas.kylmala@iki.fi>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
On bug 17591 we discovered that there was something weird going on with
the way we export and use subroutines/modules.
This patch tries to standardize our EXPORT to use EXPORT_OK only.
That way we will need to explicitely define the subroutine we want to
use from a module.
This patch is a squashed version of:
Bug 17600: After export.pl
Bug 17600: After perlimport
Bug 17600: Manual changes
Bug 17600: Other manual changes after second perlimports run
Bug 17600: Fix tests
And a lot of other manual changes.
export.pl is a dirty script that can be found on bug 17600.
"perlimport" is:
git clone https://github.com/oalders/App-perlimports.git
cd App-perlimports/
cpanm --installdeps .
export PERL5LIB="$PERL5LIB:/kohadevbox/koha/App-perlimports/lib"
find . \( -name "*.pl" -o -name "*.pm" \) -exec perl App-perlimports/script/perlimports --inplace-edit --no-preserve-unused --filename {} \;
The ideas of this patch are to:
* use EXPORT_OK instead of EXPORT
* perltidy the EXPORT_OK list
* remove '&' before the subroutine names
* remove some uneeded use statements
* explicitely import the subroutines we need within the controllers or
modules
Note that the private subroutines (starting with _) should not be
exported (and not used from outside of the module except from tests).
EXPORT vs EXPORT_OK (from
https://www.thegeekstuff.com/2010/06/perl-exporter-examples/)
"""
Export allows to export the functions and variables of modules to user’s namespace using the standard import method. This way, we don’t need to create the objects for the modules to access it’s members.
@EXPORT and @EXPORT_OK are the two main variables used during export operation.
@EXPORT contains list of symbols (subroutines and variables) of the module to be exported into the caller namespace.
@EXPORT_OK does export of symbols on demand basis.
"""
If this patch caused a conflict with a patch you wrote prior to its
push:
* Make sure you are not reintroducing a "use" statement that has been
removed
* "$subroutine" is not exported by the C4::$MODULE module
means that you need to add the subroutine to the @EXPORT_OK list
* Bareword "$subroutine" not allowed while "strict subs"
means that you didn't imported the subroutine from the module:
- use $MODULE qw( $subroutine list );
You can also use the fully qualified namespace: C4::$MODULE::$subroutine
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Automatic authority creation assumes that if we don't match we need a new authority.
Using the Default linker, however, we don't match if there exists more than one match.
This leads to repeatedly generating authorities once there is a duplicate in the system
We shoudl instead only create a new authority if there are no results
To test:
1 - Set Linker Module to 'Default'
2 - Enable AutoCreateAuthorities and BiblioAddsAuthorities and CatalogModuleRelink and LinkerRelink
3 - Add two copies of a single authority via Z39
4 - Add a heading for that authority to a bib record
5 - Save the record and note a new authority is generated
6 - Repeat and see another is generated
7 - Apply patch
8 - Restart all the things
9 - Save the record again, no new authority created
Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
To test:
1 - Be using Elasticsearch
2 - Check that field 150 is mapped to 'Match-heading' or add it (the subfields don't matter)
3 - Add a topic term authority record like "150 $aCats$vFiction"
4 - Add a 650 with $aCats and $vFiction and $e depicted to a bibliographic record
5 - Run the linker for the bib
perl misc/link_bibs_to_authorities.pl --bib-limit "biblionumber=89" -v
6 - Confirm the record is not correctly linked to the record
7 - Apply patch
8 - Reindex authorities for ES
perl misc/search_tools/rebuild_elasticsearch.pl -v -d -a
9 - Run the linker and confirm record is correctly linked
perl misc/link_bibs_to_authorities.pl --bib-limit "biblionumber=89" -v
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Bouzid Fergani <bouzid.fergani@inlibro.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
This is a simple fix to prevent incorrect caching of results when using
link_bibs_to_authorities
To test:
1 - Find or create a record with the same term in a subject and genre
heading
2 - Find or create authority records for the term as a subject and genre
type
3 - Run link bibs to authorities
4 - Verify both tags in the record are linked to the subject heading
5 - Aply patch
6 - Unlink the record and re-run the script (or just re-run)
7 - Each tag should be linked to correct authority
Signed-off-by: Frank Hansen <frank.hansen@ub.lu.se>
Signed-off-by: Liz Rea <wizzyrea@gmail.com>
Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Chris Nighswonger <cnighswonger@foundations.edu>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
http://bugs.koha-community.org/show_bug.cgi?id=9987
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
Under certain circumstances misc/link_bibs_to_authorities.pl creates
multiple authority with identical heading.
Test plan:
1. Have some (2-3) biblio records with some repeated headings
Have BiblioAddsAuthorities = allow, AutoCreateAuthorities = generate
Have no authority records
2. Run misc/link_bibs_to_authorities.pl script
3. You will get multiple authority records -- one for each occurence of a
heading in biblio record.
4. Apply the patch.
5. Repeat 1-3 (remember to have "fresh" biblios, without $9, and no
authorities).
6. The problem should be fixed.
Signed-off-by: Chris Cormack <chris@bigballofwax.co.nz>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
Works as described.
Thanks to wajasu for providing the debugging information, as I cannot
seem to duplicate the problem, even seeing where it could come from.
Fix corrects cases where upon save, a software error complaing about
indicators being wrong as a side effect of a poorly autogenerated
biblio/authority record.
Behvior with this fix causes existing bilio data to to be preserved
while linking to the authority via subtag 9.
Signed-off-by: wajasu <matted-34813@mypacks.net>
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>
Frank Hansen
Jonathan Druart
Janusz Kaczmarek
Jared Camins-Esakov
