[koha-commits] main Koha release repository branch new/enh/bug_5528 created. v3.04.00-689-gf09e2ca

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commit f09e2ca27ee89860dbdd0ca512735f37fbfaf8a6
Author: Jared Camins-Esakov <jcamins at cpbibliography.com>
Date:   Fri Oct 7 14:45:53 2011 +1300

    Bug 5528: Analytic records support
    
    Display links to parent biblios, show linked items in holdings, allow holds on
    linked items. This uses MARC to maintain relationships.
    
    Sponsored by the Mississippi Department of Archives and History and RapidRadio
    Solution. Originally developed by Savitra Sirohi and Amit Gupta at OSSLabs, with
    UNIMARC support added by Zeno Tajoli. Commits squashed and merge conflicts
    resolved by Chris Cormack from Catalyst. Respect for NORMARC and some small
    framework portability fixes made by Jared Camins-Esakov of C & P Bibliography
    Services.
    
    IMPORTANT NOTE: A bug in the 773 coding for MARC21 was corrected from the
    original OSS Labs code. The 773s generated by the pre-release code did not have
    the first indicator set to '0', which means that they were not supposed to
    display. Going forward, the first indicator will be set correctly, but existing
    records created with this code will no longer appear (they appeared before only
    due to another bug). To correct this, you could globally (or, to make sure you
    only modify records created with the Analytics tool, for records with 773$0)
    change the first indicator of the 773 from blank to '0'.
    
    == Background ==
    An analytic record for an item is a more detailed, monographic biblio for an
    item attached to a serial record .  This is often used for special issues of a
    journal that are released as books on their own (assigned an ISBN, as well as an
    ISSN/volume/issue).  It is important for researchers to be able to search for
    these items both as issues of the serial, and as monographs.  It is equally
    important for the library to not have duplicate item records for the item in
    question to have to keep synchronized.
    
    == Establishing relationships ==
    Analytical records are connected to items belonging to parent or host
    bibliographic records. This can be accomplished by:
    * From an analytical bibliographic record linking to an host item by providing
      the item barcode as input
    * From a host item by using option "analyze", this creates a new empty
      bibliographic record with field 773 (MARC21) populated
    * Running a new CLI script that establishes a relationship between the
      analytical record and the host item identified by the barcode in the
      analytical record's 773$o (MARC21)
    
    == Connecting Records ==
    The relationships are maintained in the MARC records, we have not used database
    tables at all.
    
    == MARC Representation ==
    In MARC21/NORMARC we have used:
    * 773$9 to store the Koha item number of the host item
    * 773$0 to store the Koha biblio number of the host bibliographic record
    
    The above fields are used to display the relationships in various screens in the
    OPAC and the staff interface. Additionally, when populating field 773 with host
    item's details, we have used following MARC 21 mapping:
    * 'a' <= 100/110/111 $a (author main)
    * 'b' <= 250$a (edition)
    * 'd' <= 260$a, 260$b, 260$c (place, publisher, year)
    * 'o' <= barcode
    * 't' <= 245$a (title)
    * 'w' <= (003)001 --> if no 001 is available, we can populate biblionumber
    * 'x' <= 022$a (issn)
    * 'z' <= 020$a (isbn)
    
    In UNIMARC, this code uses:
    * 461$9 to store the Koha item number of the host item
    * 461$0 to store the Koha biblio number of the host bibliographic record
    
    When populating field 461 in UNIMARC, the following mapping is used:
    * 't' <= 200$a (title)
    
    == Treatment of Holds ==
    A key requirement was to allow holds to be placed on host items from the
    analytical record. We have accomplished this by allowing holds on specific
    copies only. Biblio level holds are not allowed. This ensures that holds are
    placed on specific items that are relevant to the analytical record.
    
    == Deleting host items with linked analytical records ==
    As we have not used database tables to maintain relationships, we had to use
    search to find out if any linked analytical records are present. If 1 or more
    analytical are present, we do not allow deletion of items. This is similar to
    what we see when we try to delete authority records.
    
    == Importing analytical records ==
    Analytical records can be imported using bulkmarcimport or the GUI tools. The
    new CLI script can be executed after the import to establish relationships with
    host items. The script will establish relationships using the host item's
    barcode, the barcode must be present in 773$o of the analytical record.
    
    == What if there are two or more copies of the host item? ==
    The current design will require that there be two host (773) fields, one for
    each copy.
    
    == What if there is no barcode available for the host item? ==
    It is still possible to establish a relationship, by populating 773$9 with the
    host's item number. However the CLI script uses barcode in 773$o to establish
    relationships so it won't work where barcodes are unavailable. Also from an
    analytical record, it is possible to establish a relationship to a host item by
    providing the barcode as input, this option will not be available as well.
    
    Commits that added the following features were squashed by Chris Cormack (this
    is not a list of every commit):
    * Display links to host records from biblio detail screens
    * Support for UNIMARC, respecting the system preference 'marcflavor'
    * Support holds from the OPAC
    * Ability to link to items belong to host records from a analytical record
    * Display items belonging to host records in the moredetail page
    * Ability to edit items belonging to host records, also ability to delink from
      them
    * Move get host items code into a C4 routine, also calling the new routine in
      related perl scripts
    * Move host field population to a C4 routine, all changes in pl files to call
      new routine
    * Allow only specific copy holds for analytical records plus changes to use new
      C4 routines
    * Support for holds on items linked via host records
    * Storing bibnumber and itemnumber in subfields 0 and 9, plus other mapping
      changes
    * New command line script that establishes relationships between analytical
      records and host items and bibs. The script looks for host field (MARC21 773)
      in records, and based on barcode in subfield 'o' populates host bibnumber in
      subfield '0' and host itemnumber in subfield '9'. The script can be run after
      an import of analytical records, it can also be run in the crontab to maintain
      the relationships
    * Ability to create analytical records from items, to view linked analytics, and
      prevent deletion of items that have linked analytics
    * New template for catalogue/detail.pl (NOTE: not a new template file, just a
      new way of displaying analytics), template displays linked analytics and
      allows creation of analytical records
    * New zebra index for item number in host fields. This index will be used to
      display links to analytical records from host records
    * Display title of host record instead of the phrase host record
    * Using detail.tmpl for analytics tab instead of a new template file
    * Improved qualification info prepration in Prephostmarcfield
    * Check for linked analytics before deleting item
    * Display link to host record and more meaningful anchor text for edit item link
    * Analytical record: Unimarc index in record.abs and help in
      create_analytical_rel.pl
    * Adding a sys pref that controls display of options to create analytical
      relationships
    * Add host entry in XSLT stylesheet in staff item detail
    * Added host record support to OPAC detail XSLT
    * Adding 773$0 and 773$9 to all frameworks
    * Adding 773 subfields 0 and 9 to default marc framework via updatedatabase.pl
    * Display create analytics and used in links in catalog detail
    * Fixed problem where analytical records not showing in OPAC search results
      because GetMarcBiblio now needs a flag to add item records
    * Fixed problem where analytics count was set to 1 for all records, not just
      those with analytics
    * Fixed catalogue detail page not to show analytics counts if count is 0
    
    Conflicts:
    	installer/data/mysql/updatedatabase.pl
    	koha-tmpl/intranet-tmpl/prog/en/modules/cataloguing/addbiblio.tt
    	kohaversion.pl
    
    Co-author: Savitra Sirohi <savitra.sirohi at osslabs.biz>
    Co-author: Zeno Tajoli <tajoli at cilea.it>
    
    Signed-off-by: Jared Camins-Esakov <jcamins at cpbibliography.com>
    Signed-off-by: Ian Walls <ian.walls at bywatersolutions.com>
    Signed-off-by: Chris Cormack <chrisc at catalyst.net.nz>

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