[Koha-bugs] [Bug 7284] Authority matching algorithm improvements

Sat Feb 4 04:25:27 CET 2012

http://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=7284

--- Comment #16 from Jared Camins-Esakov <jcamins at cpbibliography.com> 2012-02-04 03:25:27 UTC ---
TESTING PLAN

Note: all of these tests require that you have some authority records,
preferably for headings that actually appear in your bibliographic data. At
least one authority record must contain a "see from" reference (remember which
one contains this, as you'll need it for some of the tests).

=== Setting up the patch ===

1. Run installer/data/mysql/atomicupdate/bug_7284_authority_linking_pt1
2. Make sure you install the following files:
etc/zeradb/authorities/etc/bib1.att,
etc/zebradb/marc_defs/marc21/authorities/authority-koha-indexdefs.xml,
etc/zebradb/marc_defs/marc21/authorities/authority-zebra-indexdefs.xsl,
etc/zebradb/marc_defs/marc21/authorities/koha-indexdefs-to-zebra.xsl, and
etc/zebradb/marc_defs/unimarc/authorities/record.abs
3. Run misc/migration_tools/rebuild_zebra.pl -a -r

=== Testing the Heading match in the cataloging plugin ===

1. Create a new record, and open the cataloging plugin for an
authority-controlled field.
2. Search for an authority by entering the "see from" term in the Heading Match
box
3. Confirm that the appropriate heading shows up
4. Search for an authority by entering the preferred heading into the Main
entry or Main entry ($a only) box (i.e., repeat the procedure you usually use
for cataloging, whatever that may be)
5. Confirm that the appropriate heading shows up

=== Testing the cataloging interface ===

1. Turn off BiblioAddsAuthorities
2. Confirm that you cannot enter text directly in an authority-controlled field
3. Confirm that if you search for a heading using the authority control plugin
the heading is inserted (note, however, that this patch does not AND IS NOT
INTENDED TO fix the bugs in the authority plugin with duplicate subfields;
those are wholly out of scope- this check is for regressions)
4. Turn on BiblioAddsAuthorities and AutoCreateAuthorities
5. Confirm that you can enter text directly into an authority-controlled field,
and if you enter a heading that doesn't currently have an authority record, an
authority record stub is automatically created, and the heading you entered
linked
6. Confirm that if you enter a heading with only a subfield $a that *matches*
an existing heading, the authid for that heading is inserted into subfield $9
7. Confirm that if you enter a heading with multiple subfields that *matches*
an existing heading, the authid for that heading is inserted into subfield $9
8. Turn on BiblioAddsAuthorities and turn off AutoCreateAuthorities
9. Confirm that you can enter text directly into an authority-controlled field,
and if you enter a heading that doesn't currently have an authority record, an
authority record stub is *not* created
10. Confirm that if you enter a heading with only a subfield $a that *matches*
an existing heading, the authid for that heading is inserted into subfield $9
11. Confirm that if you enter a heading with multiple subfields that *matches*
an existing heading, the authid for that heading is inserted into subfield $9

=== Testing link_bibs_to_authorities.pl ===

1. Set LinkerModule to "Default," turn on LinkerRelink and
BiblioAddsAuthorities, and turn AutoCreateAuthorities and LinkerKeepStale off
2. Edit one bib record so that an authority controlled field that has already
been linked (i.e. has data in $9) has a heading that does not match any
authority record in your database
3. Run misc/link_bibs_to_authorities.pl --link-report --verbose --test (you may
want to pipe the output into less or a file, as the result is quite a lot of
information)
4. Look over the report to see if the headings that you have authority records
for report being matched, that the heading you modified in step 2 is reported
as "unlinked," and confirm that no changes were actually made to the database
(to check this, look at the bib record you edited earlier, and check that the
authid in the field you edited hasn't changed)
5. Run misc/link_bibs_to_authorities.pl --link-report --verbose (you may want
to pipe the output into less or a file, as the result is quite a lot of
information)
6. Check that the heading you modified has been unlinked
7. Change the modified heading back to whatever it was, but don't use the
authority control plugin to populate $9
8. Run misc/link_bibs_to_authorities.pl --link-report --verbose
--bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber of
the record you've been editing)
9. Confirm that the heading has been linked to the correct authority record
10. Turn LinkerKeepStale on
11. Change that heading to something else
12. Run misc/link_bibs_to_authorities.pl --link-report --verbose
--bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber of
the record you've been editing)
13. Confirm that the $9 has not changed
14. Turn LinkerKeepStale off
15. Create two authorities with the same heading
16. Run misc/migration_tools/rebuild_zebra.pl -a -z
17. Enter that heading into the bibliographic record you are working with
18. Run misc/link_bibs_to_authorities.pl --link-report --verbose
--bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber of
the record you've been editing)
19. Confirm that the heading has not been linked
20. Change LinkerModule to "FirstMatch"
21. Run misc/link_bibs_to_authorities.pl --link-report --verbose
--bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber of
the record you've been editing)
22. Confirm that the heading has been linked to the first authority record it
matches
23. Change LinkerModule to "LastMatch"
24. Run misc/link_bibs_to_authorities.pl --link-report --verbose
--bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber of
the record you've been editing)
25. Confirm that the heading has been linked to the second authority record it
matches
26. Run misc/link_bibs_to_authorities.pl --link-report --verbose
--auth-limit="authid=${AUTH}" (replacing ${AUTH} with an authid)
27. Confirm that only that heading is displayed in the report, and only those
bibs with that heading have been changed

=== Conclusion ===

If all those things worked, good news! You're ready to sign off on the patch
for bug 7284.

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