Koha/koha-tmpl/intranet-tmpl/prog/en/modules/tools/manage-marc-import.tt
Elliott Davis 1dba9c6409 Bug 7131: teach MARC import how to overlay items
When staging biblios with items attached you previously had only two
options, add or don't add.

This patch adds a third option to replace an item record if a match is
found on itemnumber or barcode, else it adds the item.

Test Plan:
1) Stage a file of biblios with items attached.
2) Import the batch into the catalog.
3) Run the indexer so the matcher will match
4) Modify the item data for at least one bib in the file
5) Re-stage the file with the item matching option set to "Replace
   items if matching bib was found"
6) Let the indexer run again
7) You should see updated item information after the overlay

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Henry Bankhead <hbankhead@losgatosca.gov>
Signed-off-by: Galen Charlton <gmc@esilibrary.com>
2013-10-30 04:31:07 +00:00

464 lines
18 KiB
Text

[% BLOCK final_match_link %]
[% IF ( record.record_type == 'biblio' ) %]
<a target="_blank" href="/cgi-bin/koha/catalogue/detail.pl?biblionumber=[% record.final_match_id %]">[% record.final_match_id %]</a>
[% ELSIF ( record.record_type == 'auth' ) %]
<a href="/cgi-bin/koha/authorities/detail.pl?authid=[% record.final_match_id %]">[% record.final_match_id %]</a>
[% END %]
[% END %]
[% BLOCK match_link %]
[% IF ( record_lis.match_id ) %]
<tr>
<td />
[% IF ( record.record_type == 'biblio' ) %]
<td class="highlight" colspan="4">Matches biblio [% record_lis.match_id %] (score = [% record_lis.match_score %]): <a href="/cgi-bin/koha/catalogue/detail.pl?biblionumber=[% record_lis.match_id %]">[% record_lis.match_citation %]</a></td>
[% ELSIF ( record.record_type == 'auth' ) %]
<td class="highlight" colspan="4">Matches authority [% record_lis.match_id %] (score = [% record_lis.match_score %]): <a href="/cgi-bin/koha/authorities/detail.pl?authid=[% record_lis.match_id %]">[% record_lis.match_citation %]</a> |
<a href="/cgi-bin/koha/authorities/merge.pl?mergereference=breeding&authid=[% record_lis.match_id %]&authid=[% record_lis.import_record_id %]">Merge</a>
</td>
[% END %]
</tr>
[% ELSIF ( record.record_type == 'auth') %]
<tr data-authid="[% record_lis.import_record_id %]">
<td />
<td class="highlight" colspan="4"><a href="#" class="merge_auth">Search for a record to merge in a new window</a></td>
</tr>
[% END %]
[% END %]
[% INCLUDE 'doc-head-open.inc' %]
<title>Koha &rsaquo; Tools &rsaquo; Manage staged MARC records
[% IF ( import_batch_id ) %]
&rsaquo; Batch [% import_batch_id %]
[% END %]
</title>
[% INCLUDE 'greybox.inc' %]
[% INCLUDE 'doc-head-close.inc' %]
<script type="text/javascript" src="[% themelang %]/js/background-job-progressbar.js"></script>
<script type="text/JavaScript" language="JavaScript">
//<![CDATA[
var MSG_CONFIRM_CLEAN = _("Clear all reservoir records staged in this batch? This cannot be undone.");
$(document).ready(function(){
$("#staged-record-matching-rules select").change(function(){
var str = $(this).attr("id");
$("#reset_"+str).parent().show();
});
$("a.reset").click(function(){
var str = $(this).attr("id");
str = str.replace("reset_","")
$("#"+str+" option[selected='selected']").attr("selected","selected");
$(this).parent().hide();
});
$('.merge_auth').click(function(event) {
event.preventDefault();
var authid = $(this).parents('tr').attr('data-authid');
$.cookie('auth_to_merge', JSON.stringify({ 'authid': authid, 'summary': $('tr[data-id="' + authid + '"] .citation').text(), 'mergereference': 'breeding' }), { 'path': '/' });
window.open("/cgi-bin/koha/authorities/authorities-home.pl");
});
});
//]]>
</script>
<style type="text/css">
#jobpanel,#jobstatus,#jobfailed { display : none; }
#jobstatus { margin:.4em; }
#jobprogress{ width:200px;height:10px;border:1px solid #666;background:url('[% interface %]/[% theme %]/img/progress.png') -300px 0px no-repeat; } span.change-status { font-style:italic; color:#666; display:none; }</style>
</head>
<body id="tools_manage-marc-import" class="tools">
[% INCLUDE 'header.inc' %]
[% INCLUDE 'cat-search.inc' %]
<div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> &rsaquo; <a href="/cgi-bin/koha/tools/tools-home.pl">Tools</a>
[% IF ( import_batch_id ) %]
&rsaquo;
<a href="[% script_name %]">Manage staged MARC records</a>
&rsaquo; Batch [% import_batch_id %]
[% ELSE %]
&rsaquo; Manage staged MARC records
[% END %]
</div>
<div id="doc3" class="yui-t2">
<div id="bd">
<div id="yui-main">
<div class="yui-b">
<h1>Manage staged MARC records
[% IF ( import_batch_id ) %]
&rsaquo; Batch [% import_batch_id %]
[% END %]
</h1>
[% IF ( label_batch_msg ) %]
[% IF ( alert ) %]
<div class="alert">
[% ELSE %]
<div class="dialog">
[% END %]
<b><p>[% label_batch_msg %]</p></b>
</div>
[% END %]
[% IF ( did_clean ) %]
<div class="dialog message">Cleaned import batch #[% import_batch_id %]</div>
[% END %]
[% UNLESS ( batch_list ) %]
[% UNLESS ( batch_info ) %]
<div class="dialog message">
<p>No records have been staged.</p>
<p><a href="/cgi-bin/koha/tools/stage-marc-import.pl">Stage MARC records for import</a>.</p>
</div>
[% END %]
[% END %]
[% IF ( batch_info ) %]
[% IF ( can_commit ) %]
<form action="[% script_name %]" method="post">
<input type="hidden" name="op" value="redo-matching" />
<input type="hidden" name="import_batch_id" value="[% import_batch_id %]" />
<input type="hidden" name="current_matcher_id" value="[% current_matcher_id %]" />
[% END %]
[% IF ( rematch_attempted ) %]
[% IF ( rematch_failed ) %]
<div class="dialog alert">Failed to apply different matching rule</div>
[% ELSE %]
<div class="dialog message">Applied different matching rule. Number of records matched now
[% num_with_matches %]
</div>
[% END %]
[% END %]
[% IF ( changed_overlay_action ) %]
<div class="dialog message">Changed action if matching record found</div>
[% END %]
[% IF ( changed_nomatch_action ) %]
<div class="dialog message">Changed action if no match found</div>
[% END %]
[% IF ( changed_item_action ) %]
<div class="dialog message">Changed item processing option</div>
[% END %]
<fieldset class="rows" id="staged-record-matching-rules">
<ol>
<li><span class="label">File name:</span> [% file_name %]</li>
<li><span class="label">Comments:</span> [% IF ( comments ) %][% comments %][% ELSE %](none)[% END %]</li>
<li><span class="label">Type:</span> [% IF ( record_type == 'auth' ) %]Authority records[% ELSE %]Bibliographic records[% END %]</li>
<li><span class="label">Staged:</span> [% upload_timestamp %]</li>
<li><span class="label">Status:</span>
[% IF ( import_status == 'cleaned' ) %]
Cleaned
[% ELSIF ( import_status == 'imported' ) %]
Imported
[% ELSIF ( import_status == 'importing' ) %]
Importing
[% ELSIF ( import_status == 'reverted' ) %]
Reverted
[% ELSIF ( import_status == 'reverting' ) %]
Reverting
[% ELSIF ( import_status == 'staged' ) %]
Staged
[% ELSE %]
[% import_status %]
[% END %]
</li>
<li>
[% IF ( can_commit ) %]<label for="new_matcher_id">Matching rule applied:</label><select name="new_matcher_id" id="new_matcher_id">
<option value="">Do not look for matching records</option>
[% FOREACH available_matcher IN available_matchers %]
[% IF ( available_matcher.selected ) %]
<option value="[% available_matcher.matcher_id %]" selected="selected">
[% available_matcher.code %] ([% available_matcher.description %])
</option>
[% ELSE %]
<option value="[% available_matcher.matcher_id %]">
[% available_matcher.code %] ([% available_matcher.description %])
</option>
[% END %]
[% END %]
</select> <span class="change-status">Changed. <a href="#" class="reset" id="reset_new_matcher_id">Reset</a></span>[% ELSE %]<span class="label">Matching rule applied</span>[% IF ( current_matcher_id ) %]
[% current_matcher_code %] ([% current_matcher_description %])
[% ELSE %]
No matching rule in effect
[% END %][% END %]
</li>
<li>
[% IF ( can_commit ) %]
<label for="overlay_action">Action if matching record found:</label>
[% INCLUDE 'tools-overlay-action.inc' %] <span class="change-status">Changed. <a href="#" class="reset" id="reset_overlay_action">Reset</a></span>
[% ELSE %]
<span class="label">Action if matching record found:</span>
[% IF ( overlay_action == 'replace' ) %]
Replace existing record with incoming record
[% ELSIF ( overlay_action == 'create_new' ) %]
Add incoming record
[% ELSIF ( overlay_action == 'ignore' ) %]
Ignore incoming record (its items may still be processed)
[% ELSE %]
[% overlay_action %]
[% END %]
[% END %]</li>
<li>
[% IF ( can_commit ) %]
<label for="nomatch_action">Action if no match found:</label>
[% INCLUDE 'tools-nomatch-action.inc' %] <span class="change-status">Changed. <a href="#" class="reset" id="reset_nomatch_action">Reset</a></span>
[% ELSE %]
<span class="label">Action if no match found:</span>
[% IF ( nomatch_action == 'create_new' ) %]
Add incoming record
[% ELSIF ( nomatch_action == 'ignore' ) %]
Ignore incoming record (its items may still be processed)
[% ELSE %]
[% nomatch_action %]
[% END %]
[% END %]
</li>
<li>
[% IF ( can_commit ) %]
<label for="item_action">Item processing:</label>
[% INCLUDE 'tools-item-action.inc' %] <span class="change-status">Changed. <a href="#" class="reset" id="reset_item_action">Reset</a></span>
[% ELSE %]
<span class="label">Item processing:</span>
[% IF ( item_action == 'always_add' ) %]
Always add items
[% ELSIF ( item_action == 'add_only_for_matches' ) %]
Add items only if matching bib was found
[% ELSIF ( item_action == 'add_only_for_new' ) %]
Add items only if no matching bib was found
[% ELSIF ( item_action == 'ignore' ) %]
Ignore items
[% ELSE %]
[% item_action %]
[% END %]
[% END %]
</li>
</ol>
[% IF ( can_commit ) %]<fieldset class="action"><input type="submit" value="Apply different matching rules" class="button" /></fieldset></form>[% END %]
</fieldset>
<div>
[% IF ( can_commit ) %]
<form action="[% script_name %]" method="post">
<input type="hidden" name="op" value="commit-batch" />
<input type="hidden" name="runinbackground" value="" />
<input type="hidden" name="completedJobID" value="" />
<input type="hidden" name="import_batch_id" value="[% import_batch_id %]" />
<fieldset class="action">
<input type="submit" class="button" name="mainformsubmit" value="Import this batch into the catalog" onclick="return submitBackgroundJob(this.form);" />
<br/>
[% IF ( record_type != 'auth' ) %]
Add new bibliographic records into this framework:
<select name="framework" id="frameworks">
<option value="">Default</option>
[% FOREACH framework IN frameworks %]
<option value="[% framework.value %]">[% framework.label %]</option>
[% END %]
</select>
[% END %]
</fieldset>
</form>
<div id="jobpanel"><div id="jobstatus">Job progress: <div id="jobprogress"></div> <span id="jobprogresspercent">0</span>%</div>
<div id="jobfailed"></div></div>
[% END %]
[% IF ( can_revert ) %]
<form action="[% script_name %]" method="post">
<input type="hidden" name="op" value="revert-batch" />
<input type="hidden" name="runinbackground" value="" />
<input type="hidden" name="completedJobID" value="" />
<input type="hidden" name="import_batch_id" value="[% import_batch_id %]" />
<fieldset class="action"><input type="submit" class="button" name="mainformsubmit" value="Undo import into catalog" onclick="return submitBackgroundJob(this.form);" /></fieldset>
</form>
<div id="jobpanel"><div id="jobstatus">Job progress: <div id="jobprogress"></div> <span id="jobprogresspercent">0</span>%</div>
<div id="jobfailed"></div></div>
[% END %]
</div>
[% IF ( did_commit ) %]
<div class="dialog message">Completed import of records</div>
<table>
<tr><td>Number of records added</td><td>[% num_added %]</td></tr>
<tr><td>Number of records updated</td><td>[% num_updated %]</td></tr>
<tr><td>Number of records ignored</td><td>[% num_ignored %]</td></tr>
<tr><td>Number of items added</td><td>[% num_items_added %]</td></tr>
<tr><td>Number of items replaced</td><td>[% num_items_replaced %]</td></tr>
<tr><td>Number of items ignored because of duplicate barcode</td><td>[% num_items_errored %]</td></tr>
</table>
[% END %]
[% IF ( did_revert ) %]
<div class="dialog message">Success: Import reversed</div>
<table>
<tr><td>Number of records deleted</td><td>[% num_deleted %]</td></tr>
<tr><td>Number of items deleted</td><td>[% num_items_deleted %]</td></tr>
<tr><td>Number of records not deleted due to items on loan</td><td>[% num_errors %]</td></tr>
<tr><td>Number of records changed back</td><td>[% num_reverted %]</td></tr>
<tr><td>Number of records ignored</td><td>[% num_ignored %]</td></tr>
</table>
[% END %]
[% END %]
<br style="clear:both;" />
[% IF ( batch_list ) %]
[% IF ( pages ) %]
<div class="pages">
Page
[% FOREACH page IN pages %]
[% IF ( page.current_page ) %]
<span class="current">[% page.page_number %]</span>
[% ELSE %]
<a class="nav" href="[% page.script_name %]?offset=[% page.offset %]">[% page.page_number %]</a>
[% END %]
[% END %]
</div>
[% END %]
<table>
<tr>
<th>#</th>
<th>File name</th>
<th>Comments</th>
<th>Type</th>
<th>Status</th>
<th>Staged</th>
<th># Records</th>
<th># Items</th>
<th>Action</th>
</tr>
[% FOREACH batch_lis IN batch_list %]
[% UNLESS ( loop.odd ) %]<tr class="highlight">[% ELSE %]<tr>[% END %]
<td>[% batch_lis.import_batch_id %]</td>
<td><a href="[% batch_lis.script_name %]?import_batch_id=[% batch_lis.import_batch_id %]">[% batch_lis.file_name %]</a></td>
<td>[% batch_lis.comments %]</td>
<td>[% IF ( batch_lis.record_type == 'auth' ) %]Authority[% ELSE %]Bibliographic[% END %]</td>
<td>
[% IF ( batch_lis.import_status == 'cleaned' ) %]
Cleaned
[% ELSIF ( batch_lis.import_status == 'imported' ) %]
Imported
[% ELSIF ( batch_lis.import_status == 'importing' ) %]
Importing
[% ELSIF ( batch_lis.import_status == 'reverted' ) %]
Reverted
[% ELSIF ( batch_lis.import_status == 'reverting' ) %]
Reverting
[% ELSIF ( batch_lis.import_status == 'staged' ) %]
Staged
[% ELSE %]
[% batch_lis.import_status %]
[% END %]
</td>
<td>[% batch_lis.upload_timestamp %]</td>
<td>[% batch_lis.num_records %]</td>
<td>[% batch_lis.num_items %][% IF ( batch_lis.num_items ) %] <a href="[% batch_lis.script_name %]?import_batch_id=[% batch_lis.import_batch_id %]&amp;op=create_labels">(Create label batch)</a>[% END %]</td>
<td>[% IF ( batch_lis.can_clean ) %]
<form method="post" action="[% batch_lis.script_name %]" name="clean_batch_[% batch_lis.import_batch_id %]" id="clean_batch_[% batch_lis.import_batch_id %]" >
<input type="hidden" name="import_batch_id" value="[% batch_lis.import_batch_id %]" />
<input type="hidden" name="op" value="clean-batch" />
<input type="submit" class="button" value="Clean" onclick="return confirm(MSG_CONFIRM_CLEAN);" />
</form>
[% END %]
</td>
</tr>
[% END %]
</table>
[% IF ( pages ) %]
<div class="pages">
Page
[% FOREACH page IN pages %]
[% IF ( page.current_page ) %]
<span class="current">[% page.page_number %]</span>
[% ELSE %]
<a class="nav" href="[% page.script_name %]?offset=[% page.offset %]">[% page.page_number %]</a>
[% END %]
[% END %]
</div>
[% END %]
[% END %]
[% IF ( record_list ) %]
[% IF ( pages ) %]
<div class="pages">
Page
[% FOREACH page IN pages %]
[% IF ( page.current_page ) %]
<span class="current">[% page.page_number %]</span>
[% ELSE %]
<a class="nav" href="[% page.script_name %]?import_batch_id=[% import_batch_id %]&amp;offset=[% page.offset %]">[% page.page_number %]</a>
[% END %]
[% END %]
</div>
[% END %]
<table>
<tr>
<th>#</th>
<th>Citation</th>
<th>Status</th>
<th>Match?</th>
<th>Record</th>
</tr>
[% FOREACH record_lis IN record_list %]
[% UNLESS ( loop.odd ) %]<tr data-id="[% record_lis.import_record_id %]" class="highlight">[% ELSE %]<tr data-id="[% record_lis.import_record_id %]">[% END %]
<td>[% record_lis.record_sequence %]</td>
<td><a class="citation" href="/cgi-bin/koha/catalogue/showmarc.pl?importid=[% record_lis.import_record_id %]" rel="gb_page_center[600,500]">[% record_lis.citation %]</a></td>
<td>
[% IF ( record_lis.status == 'imported' ) %]
Imported
[% ELSIF ( record_lis.status == 'ignored' ) %]
Ignored
[% ELSIF ( record_lis.status == 'reverted' ) %]
Reverted
[% ELSIF ( record_lis.status == 'staged' ) %]
Staged
[% ELSIF ( record_lis.status == 'error' ) %]
Error
[% ELSE %]
[% record_lis.status %]
[% END %]
</td>
<td>
[% IF ( record_lis.overlay_status == 'no_match' ) %]
No match
[% ELSIF ( record_lis.overlay_status == 'match_applied' ) %]
Match applied
[% ELSIF ( record_lis.overlay_status == 'auto_match' ) %]
Match found
[% ELSE %]
[% record_lis.overlay_status %]
[% END %]
</td>
<td>[% IF ( record_lis.final_match_id ) %]
[% PROCESS final_match_link record=record_lis %]
[% END %]
</td>
</tr>
[% PROCESS match_link record=record_lis %]
[% END %]
</table>
[% IF ( pages ) %]
<div class="pages">
Page
[% FOREACH page IN pages %]
[% IF ( page.current_page ) %]
<span class="current">[% page.page_number %]</span>
[% ELSE %]
<a class="nav" href="[% page.script_name %]?import_batch_id=[% import_batch_id %]&amp;offset=[% page.offset %]">[% page.page_number %]</a>
[% END %]
[% END %]
</div>
[% END %]
[% ELSE %]
[% IF ( batch_info ) %]
<div class="dialog alert">There are no records in this batch to import.
<a href="/cgi-bin/koha/tools/manage-marc-import.pl">Manage staged MARC records</a>.</div>
[% END %]
[% END %]
</div>
</div>
<div class="yui-b">
[% INCLUDE 'tools-menu.inc' %]
</div>
</div>
[% INCLUDE 'intranet-bottom.inc' %]