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Author SHA1 Message Date
Aleisha Amohia
db095c3a7b Bug 19532: Recalls on intranet
See recalls on Intranet
- old recalls (all inactive recalls)
- recalls queue (all active recalls) - cancel, expire, revert waiting status, multiple cancel, mark overdue
- recalls to pull (available but not yet waiting) - cancel
- recalls awaiting pickup (awaiting pickup, awaiting pickup more than RecallMaxPickUpDelay days) - expire, revert waiting status
- overdue recalls (overdue to be returned) - cancel, multiple cancel
- biblio recalls tab (all active recalls relevant to this bib) - cancel, expire, revert waiting status, mark overdue
- patron recalls tab (all active recalls relevant to this patron) - cancel, expire, revert waiting status, mark overdue
- patron recalls history tab (all recalls relevant to this patron) - cancel, expire, revert waiting status, mark overdue
- log viewer

and the general circulation of recalls

== TEST PLAN FOR RECALLS ==

ADMINISTRATION

1. Apply all patches
2. Run database updates, update schema files and confirm everything applies cleanly
3. Run tests and confirm everything passes:
t/db_dependent/Koha/Recall.t
t/db_dependent/Koha/Recalls.t
t/db_dependent/Stats.t
t/db_dependent/Circulation/CalcFine.t
t/db_dependent/Koha/Item.t
t/db_dependent/Koha/Biblio.t
t/db_dependent/Koha/Patron.t
t/db_dependent/XSLT.t
t/db_dependent/Search.t
t/db_dependent/Holds.t
t/db_dependent/Circulation/transferbook.t
t/db_dependent/Circulation.t

4. Go to Administration -> system preferences. Find the UseRecalls system preference. It should be DISABLED. Confirm RecallsMaxPickUpDelay is set to 7 by default.
5. Go to Administration -> circulation rules. Confirm there are no recalls circulation rules showing.
6. Test a few circulation flows: checking out, placing a reserve, checking in, fulfilling a reserve, etc. Confirm everything works as normal.

7. Go to Administration -> system preferences. Enable the UseRecalls system preference.
8. Go to Administration -> circulation rules. Set the following rules:
Recalls allowed (count) = 0
Recalls per record (count) = 0
On shelf recalls allowed ( If any unavailable / If all unavailable ) = If any unavailable
Recall due date interval (days) = 3
Recall overdue fine amount = (something different to your normal fine amount)
Recall pickup period (days) = 1

Throughout your testing, try with different combinations of these rules and itemtype / branchcode / categorycode. Also try with null values. Keep the circulation rules open in another tab so you can refer to and update these easily. You should also have at least one other tab open for the staff client, and a third tab open for the OPAC, for ease of testing.

9. Go to your account -> More -> Set permissions. Confirm the recalls permission is checked.
10. Set up a test user with OPAC login details (Borrower A). This could also be your own user, as long as you have OPAC login access.
11. Set up a test record (Biblio A) with at least two items (Item A and Item B) of the same item type (or an item type with the same recall circ rules).

PLACING A RECALL

12. Log in to the OPAC as Borrower A. Do a catalogue search with a term that will return multiple results, including Biblio A.
13. Click on Biblio A.
14. Notice there is a 'Place recall' button on the sidebar menu. Click this button. There will be a message saying that there are no items to recall - this is because all items are available.

15. Check out Item A to another borrower (Borrower B).
16. Refresh the 'Place recall' page. You will still NOT be able to place a recall - this is because Recalls allowed = 0 and Recalls per record = 0.

17. Edit the circulation rules to have the following values:
Recalls allowed (count) = 1
Recalls per record (count) = 1
18. Refresh the 'Place recall' page. You will now see the form to place a recall.

BIBLIO-LEVEL RECALL, NO TRANSFER

19. Place a biblio-level recall.
Pickup location: Branch A, the set branch when you are logged into the staff client
Recall not needed after (expiration date): whatever you want
Select 'recall next available item'
Click confirm
20. Confirm the recall is placed successfully. Confirm that the new due date displayed is correctly calculated to be today's date, plus 3 days (taken from the 'recall due date interval' circ rule)
21. In the staff client, look at Borrower B's account, and go to their Notices tab. Confirm they have received a 'Notification to return recalled item' notice.
22. Look at Borrower B's checkouts table. Notice the due date for their checkout has been adjusted, and there is now a note to say that the item was recalled and the due date adjusted.
23. Log in to the OPAC as Borrower B and go to your summary tab. Notice there is a note under their checkout to say the item had been recalled.

24. Log out of the OPAC and log back in as Borrower A.
25. Go to your summary tab. Confirm there is a Recalls tab with a count of 1.
26. Cancel the recall using the button. Confirm it cancels and the Recalls tab disappears.

27. Do a catalogue search with a term that will return multiple results, including Biblio A.
28. When the results load, notice there is a 'Place recall' button next to the 'Place hold' button. Click this 'Place recall' button.
29. Notice you are redirected straight to the form to place a recall.
30. Place a biblio-level recall again, following the steps in Step 19.

31. Go to your recalls history tab. Notice your first cancelled recall shows here.
32. Cancel the recall you just created, using the button. Confirm it cancels and you are redirected to your summary tab.

33. In the staff client, enable the UseCourseReserves system preference.
34. Go to the main menu, click Course Reserves.
35. Add a new course. (You may also have to define an authorised value for DEPARTMENT.)
36. Add Item A as a reserve to this course.

37. View Course Reserves in the OPAC. Click the course you just created.
38. Notice the reserve has a Recall button underneath it's 'Checked out' status. Click this button.
39. Place a biblio-level recall again, following the steps in Step 19.

40. Click the 'Place recall' link in the breadcrumbs.
41. Notice there is a message saying that you have reached the max number of recalls on this record. This is because Recalls allowed = 1 and Recalls per record = 1.
42. Edit the circulation rules to have the following values:
Recalls allowed (count) = 10
Recalls per record (count) = 5
43. Refresh the 'Place recall' page. You will now see the form to place a recall.

44. Create another test record (Biblio B) with at least one item (Item C).
45. Find this record on the OPAC and place a biblio-level recall again, following the steps in Step 19.

46. In the staff client, go to Circulation -> Old recalls. You should be able to see your two cancelled recalls.
47. Go to Circulation -> Recalls queue. Your current recalls should show here.
48. Use the 'Select all' checkbox to select all recalls.
49. Cancel the recalls using the 'Cancel selected recalls' button.

50. Go to the OPAC and place a biblio-level recall on Biblio A again, following the steps in Step 19.

51. In the staff client, check in Item A, which should still be checked out to Borrower B.
52. A box should pop-up asking you to confirm Borrower A's recall. Click ignore.
53. Click the link to go view Biblio A's details in the catalogue.
54. Click the recalls tab. Notice Borrower A's recall is displayed, and shows it is still Requested (has not been confirmed waiting).

55. Check in Item A again. This time, confirm the recall as waiting using the "Confirm recall" button.
56. Go to Borrower A's Notices tab. Confirm there is a notice "Recalled item awaiting pickup".
57. Go to Borrower A's checkouts. Notice there is a recalls tab. Confirm the recall is showing as "Ready for pickup".
58. Click the 'Actions' dropdown. Click the "Revert waiting" button. The page should show a message that the waiting status has been reverted, without reloading.

59. This time, check in Item B. The recall confirmation box should show again, because this a biblio-level recall that any recallable item under Biblio A can fill. Click the "Print slip and confirm" button.
60. Check the slip that is generated. Confirm it contains Borrower A's correct details, and the details of the recall are correct.
61. Go to Circulation -> Recalls awaiting pickup. Confirm the recall is now waiting and shows in this list.
(You could also try this with Item B having a different item type to Item A, and circ rules not allowing Item B's item type to have recalls. When checking in Item A, it should not trigger the recall box).

62. Go to Borrower A's checkouts. Check out Item B.
63. Confirm the checkout is successful and the recall is removed from the Recalls tab.
64. Go to Circulation -> Old recalls. The fulfilled recall should show.

65. Check in Item B.

BIBLIO-LEVEL RECALL, TRANSFER REQUIRED

66. Check out Item A to Borrower B.
67. Log in to the OPAC as Borrower A.
68. Find Biblio A and place a biblio-level recall.
Pickup location: Branch B, a different branch from your logged in branch. This recall will require a transfer.
Recall not needed after (expiration date): whatever you want
Select 'recall next available item'
Click confirm

69. In the staff client, check in Item A at Branch A. Notice the box that pops up shows that a transfer is required.
70. Click "confirm recall and transfer" and confirm the transfer.
71. Go to your account and click the Recalls tab.
72. Confirm the recall status now shows the item is in transit to Branch B.
73. In the drop-down top-right of your window, select 'Set library'.
74. Set your library to Branch B.

75. Go to Circulation -> Transfers to receive. Notice that the recall is showing here.
76. Click 'Cancel transfer'.
77. Go to Circulation -> Recalls queue
78. Confirm the recall status has been reverted to Requested.

79. Set your library back to Branch A.
80. Check in Item A and trigger the transfer.
81. Set your library back to Branch B.

82. Check in Item A at Branch B.
83. When the 'Recall found' box pops up, click Ignore.
84. Go to Circulation -> Recalls to pull. The recall should show here, with a button to "Cancel recall and return to: Branch A"
85. Click the button to cancel the recall.

86. Repeat Steps 66-70.
87. Check in Item A at Branch B. Confirm the recall as waiting.
88. Check out Item A to Borrower A to fulfill the recall.

89. Set your library back to Branch A and check in Item A.

ITEM-LEVEL RECALL, NO TRANSFER

90. Go to Administration -> circulation rules. Set the following rules:
On shelf recalls allowed ( If any unavailable / If all unavailable ) = If all unavailable

91. Check out Item A to Borrower B.
92. Log in to the OPAC as Borrower A and go to Biblio A.
93. Click the 'Place recall' button. Confirm there is a message that there are no items to recall. This is because On shelf recalls allowed = If all unavailable, and there is still one item (Item B) available.
94. In the staff client, edit Item B to have a withdrawn, item lost or not for loan status.
95. Refresh the 'Place recall' page. Confirm you can now see the form to place a recall.

96. Place an item-level recall.
Pickup location: Branch A.
Recall not needed after (expiration date): whatever you want
Select 'recall a specific item'
Item B will not be selectable, and Item A should be selected by default.
Click confirm

97. In the staff client, edit Item B and remove the lost or missing status.
98. Check in Item B. Confirm the recall box does not pop up, because it cannot fill the item-level recall.
99. Check in Item A. Confirm the recall as waiting.
100. Go to Circulation -> Recalls awaiting pickup
101. Expire the recall. Confirm it expires as expected.

ITEM-LEVEL RECALL, TRANSFER REQUIRED

102. Repeat steps 91 to 95.
103. Place an item-level recall.
Pickup location: Branch B, we will require a transfer.
Recall not needed after (expiration date): whatever you want
Select 'recall a specific item'
Item B will not be selectable, and Item A should be selected by default.
Click confirm
104. In the staff client, check in Item A. Confirm the recall and trigger the transfer.
105. Set your library to Branch B and check in Item A.
106. Confirm the recall as waiting.
107. Check out Item A to Borrower A and fulfill the recall.

108. Set your library back to Branch A and check in Item A.

CRONJOBS: EXPIRING RECALL

109. Check out Item A to Borrower B.
110. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
111. In your terminal, enter mysql and edit the expiration date of your recall to be before today
UPDATE recalls SET expirationdate = NOW()-2 WHERE recall_id = X;
112. Run the expiry cronjob from within your shell
perl misc/cronjobs/recalls/expire_recalls.pl
113. Go to Borrower A's account and go to the Recalls history tab
114. Confirm the recall has been expired because the current date surpassed the specified expiration date

115. Check out Item A to Borrower B.
116. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
117. In the staff client, check in Item A and confirm the recall as waiting.
118. In your terminal, enter mysql and edit the waiting date of your recall to be before today
UPDATE recalls SET waitingdate = NOW() - interval 5 day WHERE recall_id = X;
119. Run the expiry cronjob from within your shell
perl misc/cronjobs/recalls/expire_recalls.pl
120. Go to Borrower A's account and go to the Recalls history tab
121. Confirm the recall has been expired because the recall had been waiting for more days than the Recall pickup period

122. Go to Administration -> circulation rules. Set the following rules:
Recall pickup period (days) = 0
123. Set the RecallsMaxPickUpDelay system preference = 1.
124. Check out Item A to Borrower B.
125. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
126. In the staff client, check in Item A and confirm the recall as waiting.
127. In your terminal, enter mysql and edit the waiting date of your recall to be before today
UPDATE recalls SET waitingdate = NOW()-2 WHERE recall_id = X;
128. Run the expiry cronjob from within your shell
perl misc/cronjobs/recalls/expire_recalls.pl
129. Go to Borrower A's account and go to the Recalls history tab
130. Confirm the recall has been expired because the recall had been waiting for more days than the RecallsMaxPickUpDelay syspref

CRONJOBS: OVERDUE RECALL

131. Check out Item A to Borrower B
132. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
133. In your terminal, enter mysql and edit the due date of the checkout to Borrower B to be before today
UPDATE issues SET date_due = NOW()-2 WHERE issue_id = X;
134. Run the overdue cronjob from within your shell
perl misc/cronjobs/recall/overdue_recalls.pl
135. Go to Circulation -> Overdue recalls
136. Confirm your recall is showing here now as the recall has been marked Overdue

CIRCULATION

137. Check in Item A.
138. When the recall box pops up, click Ignore.
139. Check out Item A to Borrower B. You should see a yellow confirmation box, saying that another borrower has recalled the item you are trying to check out.
140. Click "No don't check out" and confirm the item isn't checked out and the recall remains.
141. Repeat Step 139.
142. Click "Yes check out" and confirm the item is checked out and the recall remains.
143. When Borrower B's checkout table loads, confirm that you cannot renew or check in the item from the Checkouts table because there is a 'Recalled' link which takes you to the recalls tab for that biblio.
144. Repeat Steps 137-139.
145. Select "Cancel recall" and click "Yes check out" and confirm the item is checked out and the recall has been cancelled.
146. Log in to the OPAC as Borrower A. Place a recall (any level) on Biblio A.
147. Check in Item A. Confirm the recall as waiting.
148. Check out Item A to Borrower B. You should see a yellow confirmation box, saying that that another borrower has recalled the item that you are trying to check out.
149. Select "Revert waiting status" and click "Yes check out" and confirm the item is checked out and the recall status has reverted to requested.

OTHER
150. In your terminal, enter mysql and edit the due date of the checkout to Borrower B to be before today
UPDATE issues SET date_due = NOW()-2 WHERE issue_id = X;
151. Go to Borrower A's recalls and click the Actions dropdown.
152. Click "Mark as overdue" and confirm the recall is marked as overdue manually.

153. Go to Tools -> Log Viewer. Check only the Recalls module, and leave all other parameters, and click Submit.
154. Confirm all of the recalls actions that have been made are correctly logged.

Note: recalls messaging preferences are introduced in Bug 23781.
The recall feature is fully documented at: https://wiki.koha-community.org/wiki/Catalyst_IT_Recalls

Signed-off-by: David Nind <david@davidnind.com>

Signed-off-by: David Nind <david@davidnind.com>

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
2022-03-14 22:45:51 -10:00
3d99d21a2f
Bug 10352: Use a new object_type parameter instead of the module's name
To dissociate a search on biblio and item, we pass a new "object_type"
parameter to viewlog.pl. If equals 'biblio' we will assume that "object"
contains a biblionumber

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
2020-01-10 08:36:37 +00:00
5825026448 Bug 21526: uri escape TT variables when used in 'a href'
This patch has been generated with the script provided on bug 21576.
It only affects variable used in the href attribute of a link *when*
href it the first attribute of the node (grep "a href")

Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
2018-10-26 17:09:57 +00:00
44b4e45309 Bug 21492: Show subscriptions count in the sidebar menu
This patch modifies the include file for the sidebar menu of
bibliographic views so that a count of subscriptions is shown on the
subscriptions tab.

To test you should have bibliographic record with one or more
subscriptions. View that bibliographic record and confirm that the
sidebar menu tab shows the count of subscriptions.

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>

https://bugs.koha-community.org/show_bug.cgi?id=21291

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
2018-10-24 13:04:17 +00:00
732ff4b1c6 Bug 11897: (QA follow-up) Template filter fixes
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
2018-10-09 15:46:06 +00:00
85be5a8188 Bug 11897: Stockrotation
The stock rotation feature adds a batch process to automate rotation of
catalgue items with a staff client page under tools to manage rotas/schedules.

Once a rota is configured, and your staff user has the right permissions
to allocate items, then an additional tab will appear on biblio records
allowing the management of of which rota, if any, individual items belong to.

It also includes a cron script to process the items on a daily basis.

Signed-off-by: Kathleen Milne <kathleen.milne@cne-siar.gov.uk>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>

Edit: I removed a temporary file

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
2018-10-09 15:46:05 +00:00
Jonathan Druart
dcd1f5d48c Bug 13618: Add html filters to all the variables
Here we go, next step then.
As we did not fix the performance issue when autofiltering
the variables (see bug 20975), the only solution we have is to add the
filters explicitely.

This patch has been autogenerated (using add_html_filters.pl, see next
pathces) and add the html filter to all the variables displayed in the
template.
Exceptions are made (using the new 'raw' TT filter) to the variable we
already listed in the previous versions of this patch.

To test:
- Use t/db_dependent/Koha/Patrons.t to populate your DB with autogenerated
data which contain <script> tags

- Remove them from borrower_debarments.comments (there are allowed here)
update  borrower_debarments set comment="html tags possible here";

- From the interface hit page and try to catch alert box.
If you find one it means you find a possible XSS.
To know where it comes from:
* note the exact URL where you found it
* note the alert box content
* Dump your DB and search for the string in the dump to identify its
location (for instance table.field)

Next:
* Ideally we would like to use the raw filter when it is not necessary
to HTML escape the variables (in big loop for instance)
* Provide a QA script to catch missing filters (we want html, uri, url
or raw, certainly others that I am forgetting now)
* Replace the html filters with uri when needed (!)

Signed-off-by: Owen Leonard <oleonard@myacpl.org>

Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
2018-08-17 15:55:05 +00:00
d795654ebf Bug 20918: Fix left-side navigation on the checkout history page
commit fa54100dff
  Bug 18403: Use patron-title.inc when hidepatronname is used [SPECIFIC for issuehistory]

Removed:
-    biblionumber => $biblionumber, # required for left-side navigation

But did not deal with the side-effects.

Test plan:
When you are on the "Checkout history" page (/cgi-bin/koha/catalogue/issuehistory.pl?biblionumber=42),
the left-side navigation is broken if this patch is not applied, the biblionumber is not set.

Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>

Signed-off-by: Josef Moravec <josef.moravec@gmail.com>

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
2018-06-15 10:18:28 +00:00
81a04af278 Bug 14610 - Add and update scripts
Signed-off-by: Jennifer Schmidt <jschmidt@switchinc.org>

Signed-off-by: Katrin Fischer  <katrin.fischer@bsz-bw.de>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
2016-10-26 12:15:14 +00:00
f563ba795e Bug 17024: Fix XSS in tools/viewlog.pl
Test plan:
    Hit /tools/viewlog.pl?do_it=1&modules=CATALOGUING&action=MODIFY&object=<script>alert("XSS")</script>

=> Without this patch you will see the alert
=> With this patch, no more alert

Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>

Signed-off-by: Brendan Gallagher <brendan@bywatersolutions.com>
2016-08-04 18:16:21 +00:00
cc79ab3cdd Bug 14557: Add holds count to holds tab
Some librarians have expressed that it would be helpful if the holds tab
displayed the count of holds for a record.

Test Plan:
1) Apply this patch
2) Note the Holds tab for a record now displays the number of holds for that record

Signed-off-by: Jason Robb <jrobb@sekls.org>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2015-08-26 10:56:02 -03:00
a3b7f059a1 Bug 14557: Clean up biblio-view-menu.inc
Signed-off-by: Jason Robb <jrobb@sekls.org>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2015-08-26 10:55:53 -03:00
Jonathan Druart
0002126a2a Bug 10355: paramater 'object' lost on the road
Test plan:
1) Go to any detail page in staff
2) Click on the modification log tab
3) Verify, that the object is prefilled with the records biblionumber
and you can also see it as parameter in the url
4) Click a second time on modification log to reset your search

Before this patch, the object parameter was empty.
It now contains the value of the biblionumber.

Signed-off-by: Bernardo Gonzalez Kriegel <bgkriegel@gmail.com>
Work as described, no koha-qa errors

http://bugs.koha-community.org/show_bug.cgi?id=10335

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
2015-06-08 16:25:54 -03:00
Jonathan Druart
214fd0fbd1 Bug 5357: Adds a new page for searching subscriptions
Test plan:
- go on the serial module
- click on the 'Advanced search' link (right of subscriptions search in
the header)
- Search subscriptions (by ISSN, title, EAN, Publisher, Supplier and/or
  Branch)
- Check results are correct

Signed-off-by: Corinne HAYET <corinne.hayet@bulac.fr>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
2012-09-18 22:37:11 +02:00
e901c4f24c Bug 1633 - Interface revisions for the staff client
This patch revises the image viewer page to match other
biblio detail pages: a toolbar, a sidebar menu, etc.

Additional data is now pulled by imageviewer.pl in order
to provide information necessary for the proper functioning
of the toolbar and menus: item counts, hold availability,
biblio view options.

Other changes have been made to match the changes in the
OPAC interface like styling of the images and no-javascript
compatibility

Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com>
Signed-off-by: Magnus Enger <magnus@enger.priv.no>

Patch failed to apply because of multiple Content-Type lines in the patch.
Corrected the same with this new patch.

http://bugs.koha-community.org/show_bug.cgi?id=6473
2012-01-24 11:16:09 +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
Chris Cormack
5884fb1000 Bug 5917 : Swapping templates over 2011-04-10 20:38:30 +12:00
Julian Maurice
632277e453 Bug 5864: link biblio => serials subscription is wrong
The GetSubscription function can be called with 3 parameters : title,
issn, biblionumber.
In biblio view (both opac & staff interface), the link to jump from the
biblio to the subscription(s) was done using title.

The result was that for a title like "Science", all subscriptions
containing "science" in the title were linked.
That's too much and that's false.

This commit fixes this problem by calling GetSubscription with
biblionumber only where applicable.

Signed-off-by: Magnus Enger <magnus@enger.priv.no>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-03-21 11:54:21 +13:00
6a61750bf0 Reimplement fix for bug 5557 - Link to logs for user with view_system_logs permission
Signed-off-by: Owen Leonard <oleonard@myacpl.org>
Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2011-01-03 21:54:18 +13:00
Galen Charlton
d199488f09 bug 2505: enable warnings in C4::Log
Also corrected several links to viewlog.pl that
didn't take into account the recent renaming
of one of its parameters from 'module' to 'modules'

Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
2009-06-07 20:09:24 -05:00
Galen Charlton
17ab0a7532 bug 3263: Staff Search Results Interface Changes
Coding by Rick Welykochy <rick@praxis.com.au>

[1] Three new system preferences to enable particular
bib record views in the staff interface:

viewMARC
viewLabeledMARC
viewISBD

Implements enhancement 2642.

[2] New button in the regular and cataloging search results
   pages in the staff interface to allow the operator to redo
   the search against Z39.50 targets instead of the Koha database.

[3] Added copyright date and edition to cataloging and Z39.50 search results.
    Implements enhancement 2640.

Feature sponsored by MassCat.

Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
2009-05-28 06:42:20 -05:00
7b2e4ebce2 A few more en-US spelling corrections; Markup corrections; Standardizing on "email" instead of "e-mail"; Copying isbn-formatting from opac-detail.pl to detail.pl;
Signed-off-by: Galen Charlton <galen.charlton@liblime.com>
2008-09-09 10:53:02 -05:00
1351ac2e28 Fixes for Bug 1721 (Modification Log link loses context)
Signed-off-by: Chris Cormack <chris@bigballofwax.co.nz>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-02-28 07:59:01 -06:00
Galen Charlton
31ca38a8c0 XHTML corrections for bib display and item add
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-02-15 08:24:44 -06:00
Joshua Ferraro
c2513fb4ba additional fixes to permissions
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-01-04 21:30:22 -06:00
9aadee2f92 Some refinements to statuses and messages. Beginning to standardize call number displays.
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-01-03 01:20:33 -06:00
c16539a291 Bugfixing interface issues. Also enabling contextual menu highlighting for catalogue detail pages.
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2007-11-21 18:07:01 -06:00
377ce039af Testing changes to styling of view menu in staff client, making progress with layout of opac-detail.
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2007-11-20 16:26:40 -06:00
ca5185284a Fix for Bug 1480 (added items link to biblio-view-menu.inc). Cleaned up display in moredetail.tmpl
Signed-off-by: Chris Cormack <crc@liblime.com>
Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2007-10-12 22:23:44 -05:00
78df55c5a5 More work to toolbars and menus. Adding experimental YUI-based toolbar to detail.tmpl. Adding dashboard-style layout to tools-home.tmpl. Correcting markup in request.tmpl. Adding patron information variables to request.pl for display in holds-menu.inc.
Signed-off-by: Chris Cormack <crc@liblime.com>
2007-10-02 15:40:03 -05:00
21b08b3b20 General work on menus and toolbars, as well as some minor terminology changes on some pages.
Signed-off-by: Chris Cormack <crc@liblime.com>
2007-09-29 16:00:48 -05:00