Koha/tools/manage-marc-import.pl
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

413 lines
15 KiB
Perl
Executable file

#!/usr/bin/perl
# Copyright (C) 2007 LibLime
#
# 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 2 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, write to the Free Software Foundation, Inc., 59 Temple Place,
# Suite 330, Boston, MA 02111-1307 USA
use strict;
# standard or CPAN modules used
use CGI;
use CGI::Cookie;
use MARC::File::USMARC;
# Koha modules used
use C4::Context;
use C4::Auth;
use C4::Input;
use C4::Output;
use C4::Biblio;
use C4::ImportBatch;
use C4::Matcher;
use C4::BackgroundJob;
use C4::Labels qw(add_batch);
my $script_name = "/cgi-bin/koha/tools/manage-marc-import.pl";
my $input = new CGI;
my $op = $input->param('op');
my $completedJobID = $input->param('completedJobID');
my $runinbackground = $input->param('runinbackground');
my $import_batch_id = $input->param('import_batch_id');
# record list displays
my $offset = $input->param('offset') || 0;
my $results_per_page = $input->param('results_per_page') || 25;
my ($template, $loggedinuser, $cookie)
= get_template_and_user({template_name => "tools/manage-marc-import.tmpl",
query => $input,
type => "intranet",
authnotrequired => 0,
flagsrequired => {tools => 'manage_staged_marc'},
debug => 1,
});
my %cookies = parse CGI::Cookie($cookie);
my $sessionID = $cookies{'CGISESSID'}->value;
my $dbh = C4::Context->dbh;
if ($op eq "create_labels") {
#create a batch of labels, then lose $op & $import_batch_id so we get back to import batch list.
my $label_batch_id = create_labelbatch_from_importbatch($import_batch_id);
$template->param( label_batch => $label_batch_id );
$op='';
$import_batch_id='';
}
if ($op) {
$template->param(script_name => $script_name, $op => 1);
} else {
$template->param(script_name => $script_name);
}
if ($op eq "") {
# displaying a list
if ($import_batch_id eq "") {
import_batches_list($template, $offset, $results_per_page);
} else {
import_biblios_list($template, $import_batch_id, $offset, $results_per_page);
}
} elsif ($op eq "commit-batch") {
if ($completedJobID) {
add_saved_job_results_to_template($template, $completedJobID);
} else {
commit_batch($template, $import_batch_id);
}
import_biblios_list($template, $import_batch_id, $offset, $results_per_page);
} elsif ($op eq "revert-batch") {
if ($completedJobID) {
add_saved_job_results_to_template($template, $completedJobID);
} else {
revert_batch($template, $import_batch_id);
}
import_biblios_list($template, $import_batch_id, $offset, $results_per_page);
} elsif ($op eq "clean-batch") {
;
} elsif ($op eq "redo-matching") {
my $new_matcher_id = $input->param('new_matcher_id');
my $current_matcher_id = $input->param('current_matcher_id');
my $overlay_action = $input->param('overlay_action');
my $nomatch_action = $input->param('nomatch_action');
my $item_action = $input->param('item_action');
redo_matching($template, $import_batch_id, $new_matcher_id, $current_matcher_id,
$overlay_action, $nomatch_action, $item_action);
import_biblios_list($template, $import_batch_id, $offset, $results_per_page);
}
output_html_with_http_headers $input, $cookie, $template->output;
exit 0;
sub redo_matching {
my ($template, $import_batch_id, $new_matcher_id, $current_matcher_id, $overlay_action, $nomatch_action, $item_action) = @_;
my $rematch_failed = 0;
return if not defined $new_matcher_id and not defined $current_matcher_id;
my $old_overlay_action = GetImportBatchOverlayAction($import_batch_id);
my $old_nomatch_action = GetImportBatchNoMatchAction($import_batch_id);
my $old_item_action = GetImportBatchItemAction($import_batch_id);
return if $new_matcher_id == $current_matcher_id and
$old_overlay_action eq $overlay_action and
$old_nomatch_action eq $nomatch_action and
$old_item_action eq $item_action;
if ($old_overlay_action ne $overlay_action) {
SetImportBatchOverlayAction($import_batch_id, $overlay_action);
$template->param('changed_overlay_action' => 1);
}
if ($old_nomatch_action ne $nomatch_action) {
SetImportBatchNoMatchAction($import_batch_id, $nomatch_action);
$template->param('changed_nomatch_action' => 1);
}
if ($old_item_action ne $item_action) {
SetImportBatchItemAction($import_batch_id, $item_action);
$template->param('changed_item_action' => 1);
}
if ($new_matcher_id == $current_matcher_id) {
return;
}
my $num_with_matches = 0;
if (defined $new_matcher_id and $new_matcher_id ne "") {
my $matcher = C4::Matcher->fetch($new_matcher_id);
if (defined $matcher) {
$num_with_matches = BatchFindBibDuplicates($import_batch_id, $matcher);
SetImportBatchMatcher($import_batch_id, $new_matcher_id);
} else {
$rematch_failed = 1;
}
} else {
$num_with_matches = BatchFindBibDuplicates($import_batch_id, undef);
SetImportBatchMatcher($import_batch_id, undef);
SetImportBatchOverlayAction('create_new');
}
$template->param(rematch_failed => $rematch_failed);
$template->param(rematch_attempted => 1);
$template->param(num_with_matches => $num_with_matches);
}
sub create_labelbatch_from_importbatch {
my ($batch_id) = @_;
my @items = GetItemNumbersFromImportBatch($batch_id);
my $labelbatch = add_batch('labels',\@items);
return $labelbatch;
}
sub import_batches_list {
my ($template, $offset, $results_per_page) = @_;
my $batches = GetImportBatchRangeDesc($offset, $results_per_page);
my @list = ();
foreach my $batch (@$batches) {
push @list, {
import_batch_id => $batch->{'import_batch_id'},
num_biblios => $batch->{'num_biblios'},
num_items => $batch->{'num_items'},
upload_timestamp => $batch->{'upload_timestamp'},
import_status => $batch->{'import_status'},
file_name => $batch->{'file_name'},
comments => $batch->{'comments'}
};
}
$template->param(batch_list => \@list);
my $num_batches = GetNumberOfNonZ3950ImportBatches();
add_page_numbers($template, $offset, $results_per_page, $num_batches);
$template->param(offset => $offset);
$template->param(range_top => $offset + $results_per_page - 1);
$template->param(num_results => $num_batches);
$template->param(results_per_page => $results_per_page);
}
sub commit_batch {
my ($template, $import_batch_id) = @_;
my $job = undef;
$dbh->{AutoCommit} = 0;
my $callback = sub {};
if ($runinbackground) {
$job = put_in_background($import_batch_id);
$callback = progress_callback($job, $dbh);
}
my ($num_added, $num_updated, $num_items_added, $num_items_errored, $num_ignored) =
BatchCommitBibRecords($import_batch_id, 50, $callback);
$dbh->commit();
my $results = {
did_commit => 1,
num_added => $num_added,
num_updated => $num_updated,
num_items_added => $num_items_added,
num_items_errored => $num_items_errored,
num_ignored => $num_ignored
};
if ($runinbackground) {
$job->finish($results);
} else {
add_results_to_template($template, $results);
}
}
sub revert_batch {
my ($template, $import_batch_id) = @_;
$dbh->{AutoCommit} = 0;
my $job = undef;
my $callback = sub {};
if ($runinbackground) {
$job = put_in_background($import_batch_id);
$callback = progress_callback($job, $dbh);
}
my ($num_deleted, $num_errors, $num_reverted, $num_items_deleted, $num_ignored) =
BatchRevertBibRecords($import_batch_id, 50, $callback);
$dbh->commit();
my $results = {
did_revert => 1,
num_deleted => $num_deleted,
num_items_deleted => $num_items_deleted,
num_errors => $num_errors,
num_reverted => $num_reverted,
num_ignored => $num_ignored,
};
if ($runinbackground) {
$job->finish($results);
} else {
add_results_to_template($template, $results);
}
}
sub put_in_background {
my $import_batch_id = shift;
my $batch = GetImportBatch($import_batch_id);
my $job = C4::BackgroundJob->new($sessionID, $batch->{'file_name'}, $ENV{'SCRIPT_NAME'}, $batch->{'num_biblios'});
my $jobID = $job->id();
# fork off
if (my $pid = fork) {
# parent
# return job ID as JSON
# prevent parent exiting from
# destroying the kid's database handle
# FIXME: according to DBI doc, this may not work for Oracle
$dbh->{InactiveDestroy} = 1;
my $reply = CGI->new("");
print $reply->header(-type => 'text/html');
print "{ jobID: '$jobID' }";
exit 0;
} elsif (defined $pid) {
# child
# close STDOUT to signal to Apache that
# we're now running in the background
close STDOUT;
close STDERR;
} else {
# fork failed, so exit immediately
warn "fork failed while attempting to run $ENV{'SCRIPT_NAME'} as a background job";
exit 0;
}
return $job;
}
sub progress_callback {
my $job = shift;
my $dbh = shift;
return sub {
my $progress = shift;
$job->progress($progress);
$dbh->commit();
}
}
sub add_results_to_template {
my $template = shift;
my $results = shift;
$template->param(map { $_ => $results->{$_} } keys %{ $results });
}
sub add_saved_job_results_to_template {
my $template = shift;
my $completedJobID = shift;
my $job = C4::BackgroundJob->fetch($sessionID, $completedJobID);
my $results = $job->results();
add_results_to_template($template, $results);
}
sub import_biblios_list {
my ($template, $import_batch_id, $offset, $results_per_page) = @_;
my $batch = GetImportBatch($import_batch_id);
my $biblios = GetImportBibliosRange($import_batch_id, $offset, $results_per_page);
my @list = ();
foreach my $biblio (@$biblios) {
my $citation = $biblio->{'title'};
$citation .= " $biblio->{'author'}" if $biblio->{'author'};
$citation .= " (" if $biblio->{'issn'} or $biblio->{'isbn'};
$citation .= $biblio->{'isbn'} if $biblio->{'isbn'};
$citation .= ", " if $biblio->{'issn'} and $biblio->{'isbn'};
$citation .= $biblio->{'issn'} if $biblio->{'issn'};
$citation .= ")" if $biblio->{'issn'} or $biblio->{'isbn'};
my $match = GetImportRecordMatches($biblio->{'import_record_id'}, 1);
push @list, {
import_record_id => $biblio->{'import_record_id'},
citation => $citation,
status => $biblio->{'status'},
record_sequence => $biblio->{'record_sequence'},
overlay_status => $biblio->{'overlay_status'},
match_biblionumber => $#$match > -1 ? $match->[0]->{'biblionumber'} : 0,
match_citation => $#$match > -1 ? $match->[0]->{'title'} . ' ' . $match->[0]->{'author'} : '',
match_score => $#$match > -1 ? $match->[0]->{'score'} : 0,
};
}
my $num_biblios = $batch->{'num_biblios'};
$template->param(biblio_list => \@list);
add_page_numbers($template, $offset, $results_per_page, $num_biblios);
$template->param(offset => $offset);
$template->param(range_top => $offset + $results_per_page - 1);
$template->param(num_results => $num_biblios);
$template->param(results_per_page => $results_per_page);
$template->param(import_batch_id => $import_batch_id);
my $overlay_action = GetImportBatchOverlayAction($import_batch_id);
$template->param("overlay_action_${overlay_action}" => 1);
$template->param(overlay_action => $overlay_action);
my $nomatch_action = GetImportBatchNoMatchAction($import_batch_id);
$template->param("nomatch_action_${nomatch_action}" => 1);
$template->param(nomatch_action => $nomatch_action);
my $item_action = GetImportBatchItemAction($import_batch_id);
$template->param("item_action_${item_action}" => 1);
$template->param(item_action => $item_action);
batch_info($template, $batch);
}
sub batch_info {
my ($template, $batch) = @_;
$template->param(batch_info => 1);
$template->param(file_name => $batch->{'file_name'});
$template->param(comments => $batch->{'comments'});
$template->param(import_status => $batch->{'import_status'});
$template->param(upload_timestamp => $batch->{'upload_timestamp'});
$template->param(num_biblios => $batch->{'num_biblios'});
$template->param(num_items => $batch->{'num_biblios'});
if ($batch->{'import_status'} eq 'staged' or $batch->{'import_status'} eq 'reverted') {
$template->param(can_commit => 1);
}
if ($batch->{'import_status'} eq 'imported') {
$template->param(can_revert => 1);
}
if (defined $batch->{'matcher_id'}) {
my $matcher = C4::Matcher->fetch($batch->{'matcher_id'});
if (defined $matcher) {
$template->param('current_matcher_id' => $batch->{'matcher_id'});
$template->param('current_matcher_code' => $matcher->code());
$template->param('current_matcher_description' => $matcher->description());
}
}
add_matcher_list($batch->{'matcher_id'});
}
sub add_matcher_list {
my $current_matcher_id = shift;
my @matchers = C4::Matcher::GetMatcherList();
if (defined $current_matcher_id) {
for (my $i = 0; $i <= $#matchers; $i++) {
if ($matchers[$i]->{'matcher_id'} == $current_matcher_id) {
$matchers[$i]->{'selected'} = 1;
}
}
}
$template->param(available_matchers => \@matchers);
}
sub add_page_numbers {
my ($template, $offset, $results_per_page, $total_results) = @_;
my $max_pages = POSIX::ceil($total_results / $results_per_page);
return if $max_pages < 2;
my $current_page = int($offset / $results_per_page) + 1;
my @pages = ();
for (my $i = 1; $i <= $max_pages; $i++) {
push @pages, {
page_number => $i,
current_page => ($current_page == $i) ? 1 : 0,
offset => ($i - 1) * $results_per_page
}
}
$template->param(pages => \@pages);
}