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Galen Charlton 438ed23337 staging import - enhance record overlay behavior
Enhanced the ability of catalogers to specify how
bib and item records should be added, replaced, or
ignored during a staging import.

When an import batch of bib records is staged and commit,
the user can now explicitly specify what should occur
when an incoming bib record has, or does not have, a match
with a record already in the database.  The options are:

if match found (overlay_action):
  create_new (just add the incoming record)
  replace (replace the matched record with the incoming one)
  use_template (option not implemented)
  ignore (do nothing with the incoming bib; however, the
          items attached to it may still be processed
           based on the item action)

if no match is found (nomatch_action):
  create_new (just add the incoming record)
  ignore (do nothing with the incoming bib; in this
          case, any items attached to it will be
          ignored since there will be nothing to
          attach them to)

The following options for handling items embedded in the
bib record are now available:

  always_add (add the items to the new or replaced bib)
  add_only_if_match (add the items only if the incoming bib
                     matches an existing bib)
  add_only_if_add (add the items only if the incoming bib
                   does *not* match an existing bib)
  ignore (ignore the items entirely)

With these changes, it is now possible to support the following use cases:

[1] A library joining an existing Koha database wishes to add their
    items to existing bib records if they match, but does not want
    to overlay the bib records themselves.
[2] A library wants to load a file of records, but only handle
    the new ones, not ones that are already in the database.
[3] A library wants to load a file of records, but only
    handle the ones that match existing records (e.g., if
    the records are coming back from an authority control vendor).

Documentation changes:

* See description above; also, screenshots of the 'stage MARC records
for import' and 'manage staged MARC records' should be updated.

Test cases:

* Added test cases to exercise staging and committing import batches.

UI changes:

* The pages for staging and managing import batches now have
  controls for setting the overlay action, action if no match,
  and item action separately.
* in the manage import batch tool, user is notified when they
  change overlay action, no-match action, and item action
* HTML for manage import batch tool now uses fieldsets

Database changes (DB rev 076):

* added import_batches.item_action
* added import_batches.nomatch_action
* added 'ignore' as a valid value for import_batches.overlay_action
* added 'ignored' as a valid value for import_records.status
* added 'status' as a valid value for import_items.status

API changes:

* new accessor routines for C4::ImportBatch

    GetImportBatchNoMatchAction
    SetImportBatchNoMatchAction
    GetImportBatchItemAction
    SetImportBatchItemAction

* new internal functions for C4::ImportBatch to
  determine how a given bib and item are to be
  processed, based on overlay_action, nomatch_action,
  and item_action:

    _get_commit_action
    _get_revert_action

Signed-off-by: Joshua Ferraro <jmf@liblime.com>
2008-04-30 21:58:46 -05:00
acqui acqui/addorder.pl - use reliable GetBookSellerFromId instead of relying on name search. 2008-03-08 11:19:27 -06:00
admin bug 2047: adding icons to authorized values 2008-04-30 20:10:31 -05:00
authorities authorities: make tag editor links consistent with bib 2007-12-29 06:53:52 -06:00
C4 staging import - enhance record overlay behavior 2008-04-30 21:58:46 -05:00
catalogue Fix for Bug 2016, navigation bar in moredetail.pl not the same as in detail.pl 2008-04-22 17:40:04 -05:00
cataloguing XHTML correction - readonly attribute can contain only "readonly" 2008-04-21 11:17:32 -05:00
circ Add dropbox mode to return.pl. Small API change to allow setting 2008-04-22 17:54:20 -05:00
errors bug 1803 - fix error page handling 2008-02-18 19:32:07 -06:00
etc fixing anonymous permissions access to zebra via Z39.50 2008-04-24 13:38:21 -05:00
install_misc Add a new Debian package and GoogleJacket on OPAC detail page 2008-04-30 06:08:46 -05:00
installer staging import - enhance record overlay behavior 2008-04-30 21:58:46 -05:00
koha-tmpl staging import - enhance record overlay behavior 2008-04-30 21:58:46 -05:00
labels BUGFIX labels - Adding labels was failing because of faulty "type" selection. 2008-04-30 06:09:05 -05:00
members Small template cleanup: display library name and cat description instead of codes 2008-04-22 17:54:19 -05:00
misc staging import - enhance record overlay behavior 2008-04-30 21:58:46 -05:00
opac Bug 2047: adding images to arbitrary authorized values 2008-04-30 20:10:43 -05:00
reports stats.screen.pl - cleanup, conditionalize warns w/ Debug 2008-04-22 18:02:50 -05:00
reserve Report borrower's home library on reserves library mismatch. 2008-03-25 07:20:22 -05:00
reviews granular permissions - updated Tools 2008-04-10 15:53:30 -05:00
rss rel_3_0 moved to HEAD 2007-03-09 15:12:54 +00:00
serials IMPROVEMENT : serialsadditems at subscription level (bump 071) 2008-04-22 17:34:33 -05:00
skel installer: fixed chown invocation; added skel for KOHA_LOG_DIR 2007-12-17 09:13:53 -06:00
sms SMS - widespread cleanup and moving code away from Cyprus/Turkey-specific implementation. Much more needed. 2008-02-06 23:19:30 -06:00
suggestion Accept or reject : Bug Fix and improvements. 2008-04-17 05:52:47 -05:00
svc bib_profile web svc: report biblioitems.itemtype subfield as non-mandatory 2007-12-04 15:06:05 -06:00
t staging import - enhance record overlay behavior 2008-04-30 21:58:46 -05:00
tmp/modified_authorities changing DO_NOT_REMOVE to README.txt 2007-10-21 19:14:41 -05:00
tools staging import - enhance record overlay behavior 2008-04-30 21:58:46 -05:00
virtualshelves Shelves consolidation to C4::VirtualShelves::Page. I can tell the consolidation 2008-01-14 16:45:21 -06:00
.htaccess bug 1803 - fix error page handling 2008-02-18 19:32:07 -06:00
about.pl don't sort @INC when displaying on about page 2008-02-15 08:24:43 -06:00
changelanguage.pl fixing bug 1754: Hide language chooser if only one translation is available 2008-03-17 21:28:31 -05:00
edithelp.pl edithelp.pl - cleanup, refactor and error feedback to user 2008-01-08 14:04:48 -06:00
fix-perl-path.PL installer: improvements to fix-path-perl.PL on Win32 2007-12-20 19:20:12 -06:00
help.pl Adding yuipath variable to help.pl, and doing some cleanup of help templates (standardizing structure, mostly, and correcting some nomenclature). 2008-01-09 14:50:20 -06:00
INSTALL adding upgrade instructions to INSTALL and INSTALL.debain 2008-02-21 14:04:47 -06:00
install-CPAN.pl BUGFIX: need to create authors/id if CPAN is unused 2007-09-07 05:26:16 -05:00
INSTALL.debian Adding Fedora installation documentation 2008-04-30 19:47:25 -05:00
INSTALL.fedora7 Adding Fedora installation documentation 2008-04-30 19:47:25 -05:00
kohaversion.pl staging import - enhance record overlay behavior 2008-04-30 21:58:46 -05:00
LICENSE re-naming some files prior to release 2007-12-30 12:13:39 -06:00
mainpage.pl fixing permissions requirements on mainpage.pl 2008-01-04 21:30:14 -06:00
Makefile.PL kohabug 1776 - try to locate Zebra during install 2008-04-22 17:59:00 -05:00
MANIFEST.SKIP Do not pack the git repository 2007-09-06 17:14:36 -05:00
README adding README 2007-12-30 12:13:57 -06:00
rewrite-config.PL kohabug 1776 - try to locate Zebra during install 2008-04-22 17:59:00 -05:00

Koha 3 - the next-generation release of the award-winning Koha open-source
integrated library system.

30 December 2007 - Joshua Ferraro <jmf AT liblime DOT com>

Koha is distributed under the GNU GPL. Please read the file LICENSE for
more details.

To install or upgrade Koha, please see the INSTALL file.

Please report any bugs to the koha mailing lists or bug tracker and we
will try to fix them in a future release. The main koha web site is
http://www.koha.org/