[Bug 36616] New: Ability to stop Complex See Reference authority records from being linked to bibliographic records
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Bug ID: 36616 Summary: Ability to stop Complex See Reference authority records from being linked to bibliographic records Change sponsored?: --- Product: Koha Version: master Hardware: All OS: All Status: NEW Severity: enhancement Priority: P5 - low Component: Cataloging Assignee: koha-bugs@lists.koha-community.org Reporter: aleisha@catalyst.net.nz QA Contact: testopia@bugs.koha-community.org CC: m.de.rooy@rijksmuseum.nl We want to prevent cataloguers from being able to select an authority in the bibliographic edit Catalogue authority plugin if the authority record contains a 260 MARC field. The 260 tag in an authority record indicates that it is a Complex See Reference record and contains an instructional note for the cataloguer. https://www.loc.gov/marc/authority/ad260.html These are typically guidance authorities and not meant to be inserted into the bibliographic record. It would be great to enable a feature that prevented these reference headings from being linked to biblios. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|NEW |ASSIGNED Assignee|koha-bugs@lists.koha-commun |aleisha@catalyst.net.nz |ity.org | Change sponsored?|--- |Sponsored -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Phil Ringnalda <phil@chetcolibrary.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |phil@chetcolibrary.org --- Comment #1 from Phil Ringnalda <phil@chetcolibrary.org> --- The existence of a 260 works for subjects, but not for names, which will instead have a 664 or 666. Really, we should only allow selecting (and also only link to in the linker) authorities where 008/09 is either 'a' or 'f' (and probably '|', no attempt to code). Every other letter is one form or another of unestablished heading. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 --- Comment #2 from Aleisha Amohia <aleisha@catalyst.net.nz> --- That's an interesting idea, Phil. I'll see what the sponsoring organisation thinks. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 --- Comment #3 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 165248 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=165248&action=edit Bug 36616: Add LinkEstablishedHeadings system preference -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 --- Comment #4 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 165249 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=165249&action=edit Bug 36616: [WIP] Add option to authority cataloguing plugin to show established headings only -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #165249|0 |1 is obsolete| | --- Comment #5 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 166033 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=166033&action=edit Bug 36616: [WIP] Add option to authority cataloguing plugin to show established headings only -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 --- Comment #6 from Aleisha Amohia <aleisha@catalyst.net.nz> --- I'm close but I'm struggling with getting it working for 'a' OR 'f' OR '|'! Any ideas? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Andreas Roussos <a.roussos@dataly.gr> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |a.roussos@dataly.gr -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|ASSIGNED |Needs Signoff -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #165248|0 |1 is obsolete| | Attachment #166033|0 |1 is obsolete| | --- Comment #7 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 166746 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=166746&action=edit Bug 36616: Add LinkEstablishedHeadings system preference -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 --- Comment #8 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 166747 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=166747&action=edit Bug 36616: Add option to authority cataloguing plugin to show established headings only This enhancement adds a Yes/No dropdown option to the authority cataloguing plugin for showing established headings only. These are headings where the 008/09 is set to 'a' or 'f' (established) or '|' (not coded). When set to Yes, non-established headings will not show in the authority search results so can't be chosen to link to the bibliographic record. This also adds a system preference LinkEstablishedHeadings to determine whether the Yes/No dropdown should be enabled or disabled by default. This works for both Zebra and Elasticsearch. To test: 1) Apply patches and install database updates and restart services 2) Go to Koha Administration -> system preferences. Search for LinkEstablishedHeadings. This should be disabled by default. 3) Create two PERSO_NAME authority records. Give them similar names so you'd expect them to come up in a search together i.e. name one "James 1" and the second "James 2". For "James 1" set the 008/09 to 'a' and for "James 2" set the 008/09 to 'b'. 4) Go to Cataloguing and click New record 5) Go to tab 1 and tag 100. Click the plugin editor for 100$a Personal name. 6) Notice the "Established headings only" dropdown is set to No because LinkEstablishedHeadings is disabled. 7) Search for "James" and keep "Established headings only" set to No. Confirm both of your James records show in the results. 8) Change the "Established headings only" to Yes and search again. Confirm only "James 1" shows in the results. 9) Change the LinkEstablishedHeadings system preference to "Only established headings, as indicated by the 008/09" and save. 10) Repeat steps 4 and 5. Confirm the "Established headings only" dropdown is set to Yes by default. 11) If you did the above test plan with Zebra as the search enginge (as set by SearchEngine system preference), test again with Elasticsearch. The steps and outcomes should be the same. 12) Confirm tests pass - t/Koha/SearchEngine/Zebra/QueryBuilder.t - t/db_dependent/Koha/SearchEngine/Elasticsearch/QueryBuilder.t Sponsored-by: Education Services Australia SCIS -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |ASSIGNED --- Comment #9 from Aleisha Amohia <aleisha@catalyst.net.nz> --- The sponsor has advised this development has gone in the wrong direction - rather than hiding unestablished headings from the search results, they should be visible but unable to be chosen. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|ASSIGNED |Needs Signoff -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #166746|0 |1 is obsolete| | Attachment #166747|0 |1 is obsolete| | --- Comment #10 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 167185 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167185&action=edit Bug 36616: Add LinkEstablishedHeadings system preference -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 --- Comment #11 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 167186 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167186&action=edit Bug 36616: Prevent reference headings from being linked to biblio records When the new LinkEstablishedHeadings system preference is enabled, this enhancement will disable the Choose button next to reference authority records in the cataloguing authority plugin search results. Users will still be able to choose established headings, where the 008/09 is set to 'a' or 'f' (established) or '|' (not coded). This works for both Zebra and Elasticsearch. To test: 1) Apply patches and install database updates and restart services 2) Go to Koha Administration -> system preferences. Search for LinkEstablishedHeadings. This should be disabled by default (set to 'All headings'). Change to 'Only established headings' and Save. 3) Create a PERSO_NAME authority record. Set the 008/09 to 'b'. 4) Go to Cataloguing and click New record 5) Go to tab 1 and tag 100. Click the plugin editor for 100$a Personal name. 6) Search for your new PERSON_NAME authority record. Confirm it shows in the results but the Choose button is disabled and cannot be clicked. 7) Edit the authority record and set the 008/09 to 'a'. 8) Repeat steps 4-6. This time the Choose button should be possible to click and insert into the biblio record. 9) If you did the above test plan with Zebra as the search enginge (as set by SearchEngine system preference), test again with Elasticsearch. The steps and outcomes should be the same - you may need to manually rebuild the indexes between changing the 008/09. 10) Confirm tests pass - t/db_dependent/AuthoritiesMarc.t Sponsored-by: Education Services Australia SCIS -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Signed Off -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #167185|0 |1 is obsolete| | --- Comment #12 from David Nind <david@davidnind.com> --- Created attachment 167365 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167365&action=edit Bug 36616: Add LinkEstablishedHeadings system preference Signed-off-by: David Nind <david@davidnind.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #167186|0 |1 is obsolete| | --- Comment #13 from David Nind <david@davidnind.com> --- Created attachment 167366 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167366&action=edit Bug 36616: Prevent reference headings from being linked to biblio records When the new LinkEstablishedHeadings system preference is enabled, this enhancement will disable the Choose button next to reference authority records in the cataloguing authority plugin search results. Users will still be able to choose established headings, where the 008/09 is set to 'a' or 'f' (established) or '|' (not coded). This works for both Zebra and Elasticsearch. To test: 1) Apply patches and install database updates and restart services 2) Go to Koha Administration -> system preferences. Search for LinkEstablishedHeadings. This should be disabled by default (set to 'All headings'). Change to 'Only established headings' and Save. 3) Create a PERSO_NAME authority record. Set the 008/09 to 'b'. 4) Go to Cataloguing and click New record 5) Go to tab 1 and tag 100. Click the plugin editor for 100$a Personal name. 6) Search for your new PERSON_NAME authority record. Confirm it shows in the results but the Choose button is disabled and cannot be clicked. 7) Edit the authority record and set the 008/09 to 'a'. 8) Repeat steps 4-6. This time the Choose button should be possible to click and insert into the biblio record. 9) If you did the above test plan with Zebra as the search enginge (as set by SearchEngine system preference), test again with Elasticsearch. The steps and outcomes should be the same - you may need to manually rebuild the indexes between changing the 008/09. 10) Confirm tests pass - t/db_dependent/AuthoritiesMarc.t Sponsored-by: Education Services Australia SCIS Signed-off-by: David Nind <david@davidnind.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |david@davidnind.com --- Comment #14 from David Nind <david@davidnind.com> --- I've signed off. While I don't understand the MARC21 intricacies, everything works as per the test plan. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Lucas Gass <lucas@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Signed Off |Patch doesn't apply CC| |lucas@bywatersolutions.com --- Comment #15 from Lucas Gass <lucas@bywatersolutions.com> --- Doesn't apply cleanly to current main. Looks like AuthoritiesMarc.t needs reworked. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Patch doesn't apply |Signed Off -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #167366|0 |1 is obsolete| | --- Comment #16 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 172125 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=172125&action=edit Bug 36616: Prevent reference headings from being linked to biblio records When the new LinkEstablishedHeadings system preference is enabled, this enhancement will disable the Choose button next to reference authority records in the cataloguing authority plugin search results. Users will still be able to choose established headings, where the 008/09 is set to 'a' or 'f' (established) or '|' (not coded). This works for both Zebra and Elasticsearch. To test: 1) Apply patches and install database updates and restart services 2) Go to Koha Administration -> system preferences. Search for LinkEstablishedHeadings. This should be disabled by default (set to 'All headings'). Change to 'Only established headings' and Save. 3) Create a PERSO_NAME authority record. Set the 008/09 to 'b'. 4) Go to Cataloguing and click New record 5) Go to tab 1 and tag 100. Click the plugin editor for 100$a Personal name. 6) Search for your new PERSON_NAME authority record. Confirm it shows in the results but the Choose button is disabled and cannot be clicked. 7) Edit the authority record and set the 008/09 to 'a'. 8) Repeat steps 4-6. This time the Choose button should be possible to click and insert into the biblio record. 9) If you did the above test plan with Zebra as the search enginge (as set by SearchEngine system preference), test again with Elasticsearch. The steps and outcomes should be the same - you may need to manually rebuild the indexes between changing the 008/09. 10) Confirm tests pass - t/db_dependent/AuthoritiesMarc.t Sponsored-by: Education Services Australia SCIS Signed-off-by: David Nind <david@davidnind.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 --- Comment #17 from Aleisha Amohia <aleisha@catalyst.net.nz> --- (In reply to Lucas Gass from comment #15)
Doesn't apply cleanly to current main. Looks like AuthoritiesMarc.t needs reworked.
I've rebased and set back to Signed off! -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Lucas Gass (lukeg) <lucas@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Signed Off |Patch doesn't apply -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Patch doesn't apply |Needs Signoff -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #167365|0 |1 is obsolete| | --- Comment #18 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 186353 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=186353&action=edit Bug 36616: Add LinkEstablishedHeadings system preference Signed-off-by: David Nind <david@davidnind.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #172125|0 |1 is obsolete| | --- Comment #19 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 186354 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=186354&action=edit Bug 36616: Prevent reference headings from being linked to biblio records When the new LinkEstablishedHeadings system preference is enabled, this enhancement will disable the Choose button next to reference authority records in the cataloguing authority plugin search results. Users will still be able to choose established headings, where the 008/09 is set to 'a' or 'f' (established) or '|' (not coded). This works for both Zebra and Elasticsearch. To test: 1) Apply patches and install database updates and restart services 2) Go to Koha Administration -> system preferences. Search for LinkEstablishedHeadings. This should be disabled by default (set to 'All headings'). Change to 'Only established headings' and Save. 3) Create a PERSO_NAME authority record. Set the 008/09 to 'b'. 4) Go to Cataloguing and click New record 5) Go to tab 1 and tag 100. Click the plugin editor for 100$a Personal name. 6) Search for your new PERSON_NAME authority record. Confirm it shows in the results but the Choose button is disabled and cannot be clicked. 7) Edit the authority record and set the 008/09 to 'a'. 8) Repeat steps 4-6. This time the Choose button should be possible to click and insert into the biblio record. 9) If you did the above test plan with Zebra as the search enginge (as set by SearchEngine system preference), test again with Elasticsearch. The steps and outcomes should be the same - you may need to manually rebuild the indexes between changing the 008/09. 10) Confirm tests pass - t/db_dependent/AuthoritiesMarc.t Sponsored-by: Education Services Australia SCIS Signed-off-by: David Nind <david@davidnind.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 --- Comment #20 from David Nind <david@davidnind.com> --- I had a go at re-testing, but I couldn't get things working correctly with both Zebra and Elasticsearch: 1. Changing 008/09 to 'b' worked in both Zebra and Elasticsearch with LinkEstablishedHeadings set to "Only established headings". 2. Changing back to a didn't work for me. Even after a reindex, the 'Choose' button was still greyed out. Maybe there is something else required after changing the authority record? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36616 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Patch doesn't apply --- Comment #21 from Katrin Fischer <katrin.fischer@bsz-bw.de> --- I wanted to have another go at this to see if I could confirm David's observation or not. I believe it could be that the record was not properly reindexed, which could explain what David noticed. But the patches no longer apply: Error: Apply failed: Git command (git am -3 /tmp/ZzE4oK6Cey/0001-186353.patch) failed: error: Failed to merge in the changes. hint: Use 'git am --show-current-patch=diff' to see the failed patch I believe with recent changes to the way system preferences are added, it needs a little touch up: https://wiki.koha-community.org/wiki/Database_updates#How_to_write_an_atomic... -- You are receiving this mail because: You are watching all bug changes.
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