package C4::Matcher; # Copyright (C) 2007 LibLime, 2012 C & P Bibliography Services # # This file is part of Koha. # # Koha is free software; you can redistribute it and/or modify it # under the terms of the GNU General Public License as published by # the Free Software Foundation; either version 3 of the License, or # (at your option) any later version. # # Koha is distributed in the hope that it will be useful, but # WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU General Public License for more details. # # You should have received a copy of the GNU General Public License # along with Koha; if not, see . use strict; use warnings; use C4::Context; use MARC::Record; use Koha::SearchEngine; use Koha::SearchEngine::Search; =head1 NAME C4::Matcher - find MARC records matching another one =head1 SYNOPSIS my @matchers = C4::Matcher::GetMatcherList(); my $matcher = C4::Matcher->new($record_type); $matcher->threshold($threshold); $matcher->code($code); $matcher->description($description); $matcher->add_simple_matchpoint('isbn', 1000, '020', 'a', -1, 0, ''); $matcher->add_simple_matchpoint('Date', 1000, '008', '', 7, 4, ''); $matcher->add_matchpoint('isbn', 1000, [ { tag => '020', subfields => 'a', norms => [] } ]); $matcher->add_simple_required_check('245', 'a', -1, 0, '', '245', 'a', -1, 0, ''); $matcher->add_required_check([ { tag => '245', subfields => 'a', norms => [] } ], [ { tag => '245', subfields => 'a', norms => [] } ]); my @matches = $matcher->get_matches($marc_record, $max_matches); foreach $match (@matches) { # matches already sorted in order of # decreasing score print "record ID: $match->{'record_id'}; print "score: $match->{'score'}; } my $matcher_description = $matcher->dump(); =head1 FUNCTIONS =cut =head2 GetMatcherList my @matchers = C4::Matcher::GetMatcherList(); Returns an array of hashrefs list all matchers present in the database. Each hashref includes: * matcher_id * code * description =cut sub GetMatcherList { my $dbh = C4::Context->dbh; my $sth = $dbh->prepare_cached("SELECT matcher_id, code, description FROM marc_matchers ORDER BY matcher_id"); $sth->execute(); my @results = (); while (my $row = $sth->fetchrow_hashref) { push @results, $row; } return @results; } =head2 GetMatcherId my $matcher_id = C4::Matcher::GetMatcherId($code); Returns the matcher_id of a code. =cut sub GetMatcherId { my ($code) = @_; my $dbh = C4::Context->dbh; my $matcher_id = $dbh->selectrow_array("SELECT matcher_id FROM marc_matchers WHERE code = ?", undef, $code); return $matcher_id; } =head1 METHODS =head2 new my $matcher = C4::Matcher->new($record_type, $threshold); Creates a new Matcher. C<$record_type> indicates which search database to use, e.g., 'biblio' or 'authority' and defaults to 'biblio', while C<$threshold> is the minimum score required for a match and defaults to 1000. =cut sub new { my $class = shift; my $self = {}; $self->{'id'} = undef; if ($#_ > -1) { $self->{'record_type'} = shift; } else { $self->{'record_type'} = 'biblio'; } if ($#_ > -1) { $self->{'threshold'} = shift; } else { $self->{'threshold'} = 1000; } $self->{'code'} = ''; $self->{'description'} = ''; $self->{'matchpoints'} = []; $self->{'required_checks'} = []; bless $self, $class; return $self; } =head2 fetch my $matcher = C4::Matcher->fetch($id); Creates a matcher object from the version stored in the database. If a matcher with the given id does not exist, returns undef. =cut sub fetch { my $class = shift; my $id = shift; my $dbh = C4::Context->dbh(); my $sth = $dbh->prepare_cached("SELECT * FROM marc_matchers WHERE matcher_id = ?"); $sth->execute($id); my $row = $sth->fetchrow_hashref; $sth->finish(); return undef unless defined $row; my $self = {}; $self->{'id'} = $row->{'matcher_id'}; $self->{'record_type'} = $row->{'record_type'}; $self->{'code'} = $row->{'code'}; $self->{'description'} = $row->{'description'}; $self->{'threshold'} = int($row->{'threshold'}); bless $self, $class; # matchpoints $self->{'matchpoints'} = []; $sth = $dbh->prepare_cached("SELECT * FROM matcher_matchpoints WHERE matcher_id = ? ORDER BY matchpoint_id"); $sth->execute($self->{'id'}); while (my $row = $sth->fetchrow_hashref) { my $matchpoint = $self->_fetch_matchpoint($row->{'matchpoint_id'}); push @{ $self->{'matchpoints'} }, $matchpoint; } # required checks $self->{'required_checks'} = []; $sth = $dbh->prepare_cached("SELECT * FROM matchchecks WHERE matcher_id = ? ORDER BY matchcheck_id"); $sth->execute($self->{'id'}); while (my $row = $sth->fetchrow_hashref) { my $source_matchpoint = $self->_fetch_matchpoint($row->{'source_matchpoint_id'}); my $target_matchpoint = $self->_fetch_matchpoint($row->{'target_matchpoint_id'}); my $matchcheck = {}; $matchcheck->{'source_matchpoint'} = $source_matchpoint; $matchcheck->{'target_matchpoint'} = $target_matchpoint; push @{ $self->{'required_checks'} }, $matchcheck; } return $self; } sub _fetch_matchpoint { my $self = shift; my $matchpoint_id = shift; my $dbh = C4::Context->dbh; my $sth = $dbh->prepare_cached("SELECT * FROM matchpoints WHERE matchpoint_id = ?"); $sth->execute($matchpoint_id); my $row = $sth->fetchrow_hashref; my $matchpoint = {}; $matchpoint->{'index'} = $row->{'search_index'}; $matchpoint->{'score'} = int($row->{'score'}); $sth->finish(); $matchpoint->{'components'} = []; $sth = $dbh->prepare_cached("SELECT * FROM matchpoint_components WHERE matchpoint_id = ? ORDER BY sequence"); $sth->execute($matchpoint_id); while ($row = $sth->fetchrow_hashref) { my $component = {}; $component->{'tag'} = $row->{'tag'}; $component->{'subfields'} = { map { $_ => 1 } split(//, $row->{'subfields'}) }; $component->{'offset'} = int($row->{'offset'}); $component->{'length'} = int($row->{'length'}); $component->{'norms'} = []; my $sth2 = $dbh->prepare_cached("SELECT * FROM matchpoint_component_norms WHERE matchpoint_component_id = ? ORDER BY sequence"); $sth2->execute($row->{'matchpoint_component_id'}); while (my $row2 = $sth2->fetchrow_hashref) { push @{ $component->{'norms'} }, $row2->{'norm_routine'}; } push @{ $matchpoint->{'components'} }, $component; } return $matchpoint; } =head2 store my $id = $matcher->store(); Stores matcher in database. The return value is the ID of the marc_matchers row. If the matcher was previously retrieved from the database via the fetch() method, the DB representation of the matcher is replaced. =cut sub store { my $self = shift; if (defined $self->{'id'}) { # update $self->_del_matcher_components(); $self->_update_marc_matchers(); } else { # create new $self->_new_marc_matchers(); } $self->_store_matcher_components(); return $self->{'id'}; } sub _del_matcher_components { my $self = shift; my $dbh = C4::Context->dbh(); my $sth = $dbh->prepare_cached("DELETE FROM matchpoints WHERE matcher_id = ?"); $sth->execute($self->{'id'}); $sth = $dbh->prepare_cached("DELETE FROM matchchecks WHERE matcher_id = ?"); $sth->execute($self->{'id'}); # foreign key delete cascades take care of deleting relevant rows # from matcher_matchpoints, matchpoint_components, and # matchpoint_component_norms } sub _update_marc_matchers { my $self = shift; my $dbh = C4::Context->dbh(); my $sth = $dbh->prepare_cached("UPDATE marc_matchers SET code = ?, description = ?, record_type = ?, threshold = ? WHERE matcher_id = ?"); $sth->execute($self->{'code'}, $self->{'description'}, $self->{'record_type'}, $self->{'threshold'}, $self->{'id'}); } sub _new_marc_matchers { my $self = shift; my $dbh = C4::Context->dbh(); my $sth = $dbh->prepare_cached("INSERT INTO marc_matchers (code, description, record_type, threshold) VALUES (?, ?, ?, ?)"); $sth->execute($self->{'code'}, $self->{'description'}, $self->{'record_type'}, $self->{'threshold'}); $self->{'id'} = $dbh->{'mysql_insertid'}; } sub _store_matcher_components { my $self = shift; my $dbh = C4::Context->dbh(); my $sth; my $matcher_id = $self->{'id'}; foreach my $matchpoint (@{ $self->{'matchpoints'}}) { my $matchpoint_id = $self->_store_matchpoint($matchpoint); $sth = $dbh->prepare_cached("INSERT INTO matcher_matchpoints (matcher_id, matchpoint_id) VALUES (?, ?)"); $sth->execute($matcher_id, $matchpoint_id); } foreach my $matchcheck (@{ $self->{'required_checks'} }) { my $source_matchpoint_id = $self->_store_matchpoint($matchcheck->{'source_matchpoint'}); my $target_matchpoint_id = $self->_store_matchpoint($matchcheck->{'target_matchpoint'}); $sth = $dbh->prepare_cached("INSERT INTO matchchecks (matcher_id, source_matchpoint_id, target_matchpoint_id) VALUES (?, ?, ?)"); $sth->execute($matcher_id, $source_matchpoint_id, $target_matchpoint_id); } } sub _store_matchpoint { my $self = shift; my $matchpoint = shift; my $dbh = C4::Context->dbh(); my $sth; my $matcher_id = $self->{'id'}; $sth = $dbh->prepare_cached("INSERT INTO matchpoints (matcher_id, search_index, score) VALUES (?, ?, ?)"); $sth->execute($matcher_id, $matchpoint->{'index'}, $matchpoint->{'score'}); my $matchpoint_id = $dbh->{'mysql_insertid'}; my $seqnum = 0; foreach my $component (@{ $matchpoint->{'components'} }) { $seqnum++; $sth = $dbh->prepare_cached("INSERT INTO matchpoint_components (matchpoint_id, sequence, tag, subfields, offset, length) VALUES (?, ?, ?, ?, ?, ?)"); $sth->bind_param(1, $matchpoint_id); $sth->bind_param(2, $seqnum); $sth->bind_param(3, $component->{'tag'}); $sth->bind_param(4, join "", sort keys %{ $component->{'subfields'} }); $sth->bind_param(5, $component->{'offset'}); $sth->bind_param(6, $component->{'length'}); $sth->execute(); my $matchpoint_component_id = $dbh->{'mysql_insertid'}; my $normseq = 0; foreach my $norm (@{ $component->{'norms'} }) { $normseq++; $sth = $dbh->prepare_cached("INSERT INTO matchpoint_component_norms (matchpoint_component_id, sequence, norm_routine) VALUES (?, ?, ?)"); $sth->execute($matchpoint_component_id, $normseq, $norm); } } return $matchpoint_id; } =head2 delete C4::Matcher->delete($id); Deletes the matcher of the specified ID from the database. =cut sub delete { my $class = shift; my $matcher_id = shift; my $dbh = C4::Context->dbh; my $sth = $dbh->prepare("DELETE FROM marc_matchers WHERE matcher_id = ?"); $sth->execute($matcher_id); # relying on cascading deletes to clean up everything } =head2 record_type $matcher->record_type('biblio'); my $record_type = $matcher->record_type(); Accessor method. =cut sub record_type { my $self = shift; @_ ? $self->{'record_type'} = shift : $self->{'record_type'}; } =head2 threshold $matcher->threshold(1000); my $threshold = $matcher->threshold(); Accessor method. =cut sub threshold { my $self = shift; @_ ? $self->{'threshold'} = shift : $self->{'threshold'}; } =head2 _id $matcher->_id(123); my $id = $matcher->_id(); Accessor method. Note that using this method to set the DB ID of the matcher should not be done outside of the editing CGI. =cut sub _id { my $self = shift; @_ ? $self->{'id'} = shift : $self->{'id'}; } =head2 code $matcher->code('ISBN'); my $code = $matcher->code(); Accessor method. =cut sub code { my $self = shift; @_ ? $self->{'code'} = shift : $self->{'code'}; } =head2 description $matcher->description('match on ISBN'); my $description = $matcher->description(); Accessor method. =cut sub description { my $self = shift; @_ ? $self->{'description'} = shift : $self->{'description'}; } =head2 add_matchpoint $matcher->add_matchpoint($index, $score, $matchcomponents); Adds a matchpoint that may include multiple components. The $index parameter identifies the index that will be searched, while $score is the weight that will be added if a match is found. $matchcomponents should be a reference to an array of matchpoint compoents, each of which should be a hash containing the following keys: tag subfields offset length norms The normalization_rules value should in turn be a reference to an array, each element of which should be a reference to a normalization subroutine (under C4::Normalize) to be applied to the source string. =cut sub add_matchpoint { my $self = shift; my ($index, $score, $matchcomponents) = @_; my $matchpoint = {}; $matchpoint->{'index'} = $index; $matchpoint->{'score'} = $score; $matchpoint->{'components'} = []; foreach my $input_component (@{ $matchcomponents }) { push @{ $matchpoint->{'components'} }, _parse_match_component($input_component); } push @{ $self->{'matchpoints'} }, $matchpoint; } =head2 add_simple_matchpoint $matcher->add_simple_matchpoint($index, $score, $source_tag, $source_subfields, $source_offset, $source_length, $source_normalizer); Adds a simple matchpoint rule -- after composing a key based on the source tag and subfields, normalized per the normalization fuction, search the index. All records retrieved will receive the assigned score. =cut sub add_simple_matchpoint { my $self = shift; my ($index, $score, $source_tag, $source_subfields, $source_offset, $source_length, $source_normalizer) = @_; $self->add_matchpoint($index, $score, [ { tag => $source_tag, subfields => $source_subfields, offset => $source_offset, 'length' => $source_length, norms => [ $source_normalizer ] } ]); } =head2 add_required_check $match->add_required_check($source_matchpoint, $target_matchpoint); Adds a required check definition. A required check means that in order for a match to be considered valid, the key derived from the source (incoming) record must match the key derived from the target (already in DB) record. Unlike a regular matchpoint, only the first repeat of each tag in the source and target match criteria are considered. A typical example of a required check would be verifying that the titles and publication dates match. $source_matchpoint and $target_matchpoint are each a reference to an array of hashes, where each hash follows the same definition as the matchpoint component specification in add_matchpoint, i.e., tag subfields offset length norms The normalization_rules value should in turn be a reference to an array, each element of which should be a reference to a normalization subroutine (under C4::Normalize) to be applied to the source string. =cut sub add_required_check { my $self = shift; my ($source_matchpoint, $target_matchpoint) = @_; my $matchcheck = {}; $matchcheck->{'source_matchpoint'}->{'index'} = ''; $matchcheck->{'source_matchpoint'}->{'score'} = 0; $matchcheck->{'source_matchpoint'}->{'components'} = []; $matchcheck->{'target_matchpoint'}->{'index'} = ''; $matchcheck->{'target_matchpoint'}->{'score'} = 0; $matchcheck->{'target_matchpoint'}->{'components'} = []; foreach my $input_component (@{ $source_matchpoint }) { push @{ $matchcheck->{'source_matchpoint'}->{'components'} }, _parse_match_component($input_component); } foreach my $input_component (@{ $target_matchpoint }) { push @{ $matchcheck->{'target_matchpoint'}->{'components'} }, _parse_match_component($input_component); } push @{ $self->{'required_checks'} }, $matchcheck; } =head2 add_simple_required_check $matcher->add_simple_required_check($source_tag, $source_subfields, $source_offset, $source_length, $source_normalizer, $target_tag, $target_subfields, $target_offset, $target_length, $target_normalizer); Adds a required check, which requires that the normalized keys made from the source and targets must match for a match to be considered valid. =cut sub add_simple_required_check { my $self = shift; my ($source_tag, $source_subfields, $source_offset, $source_length, $source_normalizer, $target_tag, $target_subfields, $target_offset, $target_length, $target_normalizer) = @_; $self->add_required_check( [ { tag => $source_tag, subfields => $source_subfields, offset => $source_offset, 'length' => $source_length, norms => [ $source_normalizer ] } ], [ { tag => $target_tag, subfields => $target_subfields, offset => $target_offset, 'length' => $target_length, norms => [ $target_normalizer ] } ] ); } =head2 get_matches my @matches = $matcher->get_matches($marc_record, $max_matches); foreach $match (@matches) { # matches already sorted in order of # decreasing score print "record ID: $match->{'record_id'}; print "score: $match->{'score'}; } Identifies all of the records matching the given MARC record. For a record already in the database to be considered a match, it must meet the following criteria: =over 2 =item 1. Total score from its matching field must exceed the supplied threshold. =item 2. It must pass all required checks. =back Only the top $max_matches matches are returned. The returned array is sorted in order of decreasing score, i.e., the best match is first. =cut sub get_matches { my $self = shift; my ($source_record, $max_matches) = @_; my %matches = (); my $QParser; $QParser = C4::Context->queryparser if (C4::Context->preference('UseQueryParser')); foreach my $matchpoint ( @{ $self->{'matchpoints'} } ) { my @source_keys = _get_match_keys( $source_record, $matchpoint ); next if scalar(@source_keys) == 0; # FIXME - because of a bug in QueryParser, an expression ofthe # format 'isbn:"isbn1" || isbn:"isbn2" || isbn"isbn3"...' # does not get parsed correctly, so we will not # do AggressiveMatchOnISBN if UseQueryParser is on @source_keys = C4::Koha::GetVariationsOfISBNs(@source_keys) if ( $matchpoint->{index} =~ /^isbn$/i && C4::Context->preference('AggressiveMatchOnISBN') ) && !C4::Context->preference('UseQueryParser'); # build query my $query; my $error; my $searchresults; my $total_hits; if ( $self->{'record_type'} eq 'biblio' ) { if ($QParser) { $query = join( " || ", map { "$matchpoint->{'index'}:$_" } @source_keys ); } else { my $phr = C4::Context->preference('AggressiveMatchOnISBN') ? ',phr' : q{}; $query = join( " or ", map { "$matchpoint->{'index'}$phr=\"$_\"" } @source_keys ); #NOTE: double-quote the values so you don't get a "Embedded truncation not supported" error when a term has a ? in it. } my $searcher = Koha::SearchEngine::Search->new({index => $Koha::SearchEngine::BIBLIOS_INDEX}); ( $error, $searchresults, $total_hits ) = $searcher->simple_search_compat( $query, 0, $max_matches ); } elsif ( $self->{'record_type'} eq 'authority' ) { my $authresults; my @marclist; my @and_or; my @excluding = []; my @operator; my @value; foreach my $key (@source_keys) { push @marclist, $matchpoint->{'index'}; push @and_or, 'or'; push @operator, 'exact'; push @value, $key; } require C4::AuthoritiesMarc; ( $authresults, $total_hits ) = C4::AuthoritiesMarc::SearchAuthorities( \@marclist, \@and_or, \@excluding, \@operator, \@value, 0, 20, undef, 'AuthidAsc', 1 ); foreach my $result (@$authresults) { push @$searchresults, $result->{'authid'}; } } if ( defined $error ) { warn "search failed ($query) $error"; } else { foreach my $matched ( @{$searchresults} ) { $matches{$matched} += $matchpoint->{'score'}; } } } # get rid of any that don't meet the threshold %matches = map { ($matches{$_} >= $self->{'threshold'}) ? ($_ => $matches{$_}) : () } keys %matches; # get rid of any that don't meet the required checks %matches = map { _passes_required_checks($source_record, $_, $self->{'required_checks'}) ? ($_ => $matches{$_}) : () } keys %matches unless ($self->{'record_type'} eq 'auth'); my @results = (); if ($self->{'record_type'} eq 'biblio') { require C4::Biblio; foreach my $marcblob (keys %matches) { my $target_record = C4::Search::new_record_from_zebra('biblioserver',$marcblob); my $record_number; my $result = C4::Biblio::TransformMarcToKoha($target_record, ''); $record_number = $result->{'biblionumber'}; push @results, { 'record_id' => $record_number, 'score' => $matches{$marcblob} }; } } elsif ($self->{'record_type'} eq 'authority') { require C4::AuthoritiesMarc; foreach my $authid (keys %matches) { push @results, { 'record_id' => $authid, 'score' => $matches{$authid} }; } } @results = sort { $b->{'score'} cmp $a->{'score'} } @results; if (scalar(@results) > $max_matches) { @results = @results[0..$max_matches-1]; } return @results; } =head2 dump $description = $matcher->dump(); Returns a reference to a structure containing all of the information in the matcher object. This is mainly a convenience method to aid setting up a HTML editing form. =cut sub dump { my $self = shift; my $result = {}; $result->{'matcher_id'} = $self->{'id'}; $result->{'code'} = $self->{'code'}; $result->{'description'} = $self->{'description'}; $result->{'record_type'} = $self->{'record_type'}; $result->{'matchpoints'} = []; foreach my $matchpoint (@{ $self->{'matchpoints'} }) { push @{ $result->{'matchpoints'} }, $matchpoint; } $result->{'matchchecks'} = []; foreach my $matchcheck (@{ $self->{'required_checks'} }) { push @{ $result->{'matchchecks'} }, $matchcheck; } return $result; } sub _passes_required_checks { my ($source_record, $target_blob, $matchchecks) = @_; my $target_record = MARC::Record->new_from_usmarc($target_blob); # FIXME -- need to avoid parsing record twice # no checks supplied == automatic pass return 1 if $#{ $matchchecks } == -1; foreach my $matchcheck (@{ $matchchecks }) { my $source_key = join "", _get_match_keys($source_record, $matchcheck->{'source_matchpoint'}); my $target_key = join "", _get_match_keys($target_record, $matchcheck->{'target_matchpoint'}); return 0 unless $source_key eq $target_key; } return 1; } sub _get_match_keys { my $source_record = shift; my $matchpoint = shift; my $check_only_first_repeat = @_ ? shift : 0; # If there is more than one component to the matchpoint (e.g., # matchpoint includes both 003 and 001), any repeats # of the first component's tag are identified; repeats # of the subsequent components' tags are appended to # each parallel key dervied from the first component, # up to the number of repeats of the first component's tag. # # For example, if the record has one 003 and two 001s, only # one key is retrieved because there is only one 003. The key # will consist of the contents of the first 003 and first 001. # # If there are two 003s and two 001s, there will be two keys: # first 003 + first 001 # second 003 + second 001 my @keys = (); for (my $i = 0; $i <= $#{ $matchpoint->{'components'} }; $i++) { my $component = $matchpoint->{'components'}->[$i]; my $j = -1; FIELD: foreach my $field ($source_record->field($component->{'tag'})) { $j++; last FIELD if $j > 0 and $check_only_first_repeat; last FIELD if $i > 0 and $j > $#keys; my $key = ""; my $string; if ($field->is_control_field()) { $string=$field->data(); } else { foreach my $subfield ($field->subfields()) { if (exists $component->{'subfields'}->{$subfield->[0]}) { $string .= " " . $subfield->[1]; #FIXME: It would be better to create an array and join with a space later... } } } if ($component->{'length'}>0) { $string= substr($string, $component->{'offset'}, $component->{'length'}); # FIXME normalize, substr } elsif ($component->{'offset'}) { $string= substr($string, $component->{'offset'}); } $key = _normalize($string); if ($i == 0) { push @keys, $key if $key; } else { $keys[$j] .= " $key" if $key; } } } return @keys; } sub _parse_match_component { my $input_component = shift; my $component = {}; $component->{'tag'} = $input_component->{'tag'}; $component->{'subfields'} = { map { $_ => 1 } split(//, $input_component->{'subfields'}) }; $component->{'offset'} = exists($input_component->{'offset'}) ? $input_component->{'offset'} : -1; $component->{'length'} = $input_component->{'length'} ? $input_component->{'length'} : 0; $component->{'norms'} = $input_component->{'norms'} ? $input_component->{'norms'} : []; return $component; } # FIXME - default normalizer sub _normalize { my $value = uc shift; $value =~ s/[.;:,\]\[\)\(\/'"]//g; $value =~ s/^\s+//; #$value =~ s/^\s+$//; $value =~ s/\s+$//; $value =~ s/\s+/ /g; #$value =~ s/[.;,\]\[\)\(\/"']//g; return $value; } 1; __END__ =head1 AUTHOR Koha Development Team Galen Charlton =cut