[koha-commits] main Koha release repository branch new/bug_7284 created. v3.06.00-668-gf80d9e0

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Wed Mar 7 23:35:45 CET 2012


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- Log -----------------------------------------------------------------
commit f80d9e0e8b8b42f81a79b6c906714dbd9b9e43ad
Author: Paul Poulain <paul.poulain at biblibre.com>
Date:   Wed Mar 7 23:35:31 2012 +0100

    Bug 7284 follow-up, DBrev number

commit 7343023a6d7ec5a76e5cc4d26e3b372834d4e17e
Author: Jared Camins-Esakov <jcamins at cpbibliography.com>
Date:   Wed Mar 7 12:18:25 2012 -0500

    Bug 7284: Improve UNIMARC Zebra configuration
    
    Add the Match-heading and Match-heading-see-from indexes to the UNIMARC Zebra
    configuration.
    
    Signed-off-by: Paul Poulain <paul.poulain at biblibre.com>
    Tested with an UNIMARC setup that things work fine. They do

commit 5207699f98612193c47b3ef7a3a3b6da5444b859
Author: Jared Camins-Esakov <jcamins at cpbibliography.com>
Date:   Sat Dec 31 12:17:41 2011 -0500

    signed off Bug 7284: Authority matching improvements
    
    Squashed patch incorporating all previous patches (there is no functional
    change compared to the previous version of this patch, this patch merely
    squashes the original patch and follow-up, and rebases on latest master).
    
    === TL;DR VERSION ===
    *** Installation ***
    1. Run installer/data/mysql/atomicupdate/bug_7284_authority_linking_pt1
    and installer/data/mysql/atomicupdate/bug_7284_authority_linking_pt2
    2. Make sure you copy the following files from kohaclone to koha-dev:
    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
    
    *** New sysprefs ***
    * AutoCreateAuthorities
    * CatalogModuleRelink
    * LinkerModule
    * LinkerOptions
    * LinkerRelink
    * LinkerKeepStale
    
    *** Important notes ***
    You must have rebuild_zebra processing the zebraqueue for bibs when testing this
    patch.
    
    === DESCRIPTION ===
    
    *** Cataloging module ***
    * Added an additional box to the authority finder plugin for "Heading match,"
      which consults not just the main entry but also See-from and See-also-from
      headings.
    
    * With this patch, the automatic authority linking will actually work properly
      in the cataloging module. As Owen pointed out while testing the patch,
      though, longtime users of Koha will not be expecting that. In keeping with
      the principles of least surprise and maximum configurability, a new syspref,
      CatalogModuleRelink makes it possible to disable authority relinking in the
      cataloging module only (i.e. leaving it enabled for future runs of
      link_bibs_to_authorities.pl).  Note that though the default behavior matches
      the current behavior of Koha, it does not match the intended behavior.
      Libraries that want the intended behavior rather than the current behavior
      will need to adjust the CatalogModuleRelink syspref.
    
    *** misc/link_bibs_to_authorities.pl ***
    Added the following options to the misc/link_bibs_to_authorities.pl script:
    --auth-limit        Only process those headings that match the authorities
                        matching the user-specified WHERE clause.
    --bib-limit         Only process those bib records that match the
                        user-specified WHERE clause.
    --commit            Commit the results to the database after every N records
                        are processed.
    --link-report       Display a report of all the headings that were processed.
    
    Converted misc/link_bibs_to_authorities.pl to use POD.
    
    Added a detailed report of headings that linked, did not link, and linked
    in a "fuzzy" fashion (the exact semantics of fuzzy are up to the individual
    linker modules) during the run.
    
    *** C4::Linker ***
    Implemented new C4::Linker functionality to make it possible to easily add
    custom authority linker algorithms. Currently available linker options are:
    * Default: retains the current behavior of only creating links when there is
      an exact match to one and only one authority record; if the 'broader_headings'
      option is enabled, it will try to link to headings to authority records for
      broader headings by removing subfields from the end of the heading (NOTE:
      test the results before enabling broader_headings in a production system
      because its usefulness is very much dependent on individual sites' authority
      files)
    * First Match: based on Default, creates a link to the *first* authority
      record that matches a given heading, even if there is more than one
      authority record that matches
    * Last Match: based on Default, creates a link to the *last* authority
      record that matches a given heading, even if there is more than one record
      that matches
    
    The API for linker modules is very simple. All modules should implement the
    following two functions:
    <get_link ($field)> - return the authid for the authority that should be
    linked to the provided MARC::Field object, and a boolean to indicate whether
    the match is "fuzzy" (the semantics of "fuzzy" are up to the individual plugin).
    In order to handle authority limits, get_link should always end with:
        return $self->SUPER::_handle_auth_limit($authid), $fuzzy;
    
    <flip_heading ($field)> - return a MARC::Field object with the heading flipped
    to the preferred form. At present this routine is not used, and can be a stub.
    
    Made the linking functionality use the SearchAuthorities in C4::AuthoritiesMarc
    rather than SimpleSearch in C4::Search. Once C4::Search has been refactored,
    SearchAuthorities should be rewritten to simply call into C4::Search. However,
    at this time C4::Search cannot handle authority searching. Also fixed numerous
    performance issues in SearchAuthorities and the Linker script:
    * Correctly destroy ZOOM recordsets in SearchAuthorities when finished. If left
      undestroyed, efficiency appears to approach O(log n^n)
    * Add an optional $skipmetadata flag to SearchAuthorities that can be used to
      avoid additional calls into Zebra when all that is wanted are authority
      records and not statistics about their use
    
    *** New sysprefs ***
    * AutoCreateAuthorities - When this and BiblioAddsAuthorities are both turned
      on, automatically create authority records for headings that don't have
      any authority link when cataloging. When BiblioAddsAuthorities is on and
      AutoCreateAuthorities is turned off, do not automatically generate authority
      records, but allow the user to enter headings that don't match an existing
      authority. When BiblioAddsAuthorities is off, this has no effect.
    * CatalogModuleRelink - when turned on, the automatic linker will relink
      headings when a record is saved in the cataloging module when LinkerRelink
      is turned on, even if the headings were manually linked to a different
      authority by the cataloger. When turned off (the default), the automatic
      linker will not relink any headings that have already been linked when a
      record is saved.
    * LinkerModule - Chooses which linker module to use for matching headings
      (current options are as described above in the section on linker options:
      "Default," "FirstMatch," and "LastMatch")
    * LinkerOptions - A pipe-separated list of options to set for the authority
      linker (at the moment, the only option available is "broader_headings," which
      is described below)
    * LinkerRelink - When turned on, the linker will confirm the links for headings
      that have previously been linked to an authority record when it runs. When
      turned off, any heading with an existing link will be ignored.
    * LinkerKeepStale - When turned on, the linker will never *delete* a link to an
      authority record, though, depending on the value of LinkerRelink, it may
      change the link.
    
    *** Other changes ***
    * Cleaned up authorities code by removing unused functions and adding
      unimplemented functions and added some unit tests.
    
    * This patch also modifies the authority indexing to remove trailing punctuation
      from Match indexes.
    
    * Replace the old BiblioAddAuthorities subroutines with calls into the new
      C4::Linker routines.
    
    * Add a simple implementation for C4::Heading::UNIMARC. (With thanks to F.
      Demians, 2011.01.09) Correct C4::Heading::UNIMARC class loading. Create
      biblio tag to authority types data structure at initialization rather than
      querying DB.
    
    * Ran perltidy on all changed code.
    
    *** Linker Options ***
    Enter "broader_headings" in LinkerOptions. With this option, the linker will
    try to match the following heading as follows:
    =600  10$aCamins-Esakov, Jared$xCoin collections$vCatalogs$vEarly works to
    1800.
    
    First: Camins-Esakov, Jared--Coin collections--Catalogs--Early works to 1800
    Next: Camins-Esakov, Jared--Coin collections--Catalogs
    Next: Camins-Esakov, Jared--Coin collections
    Next: Camins-Esakov, Jared (matches! if a previous attempt had matched, it
    would not have tried this)
    
    This is probably relevant only to MARC21 and LCSH, but could potentially be of
    great use to libraries that make heavy use of floating subdivisions.
    
    === 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). The number shown
    in the "Used in" column in the authority module is populated using Zebra
    searches of the bibliographic database, so you *must* have
    rebuild_zebra.pl -b -z [-x] running in cron, or manually run it after running
    the linker.
    
    *** 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 ***
    6.  Turn off BiblioAddsAuthorities
    7.  Confirm that you cannot enter text directly in an authority-controlled field
    8.  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)
    9.  Turn on BiblioAddsAuthorities and AutoCreateAuthorities
    10. 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
    11. Confirm that if you enter a heading with only a subfield $a that fully
        *matches* an existing heading (i.e. the existing heading has only
        subfield $a populated), the authid for that heading is inserted into
        subfield $9
    12. 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
    13. Turn on BiblioAddsAuthorities and turn off AutoCreateAuthorities
    14. 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
    15. 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
    16. 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
    17. Create a record and link an authority record to an authorized field using
        the authority plugin.
    18. Save the record. Ensure that the heading is linked to the appropriate
        authority.
    19. Open the record. Change the heading manually to something else, leaving
        the link. Save the record.
    20. Ensure that the heading remains linked to that same authority.
    21. Change CatalogModuleRelink to "on."
    22. Open the record. Use the authority plugin to link that heading to the
        same authority record you did earlier.
    23. Save the record. Ensure that the heading is linked to the appropriate
        authority.
    24. Open the record. Change the heading manually to something else, leaving
        the link. Save the record.
    25. Ensure that the heading is no longer linked to the old authority record.
    
    *** Testing link_bibs_to_authorities.pl ***
    26. Set LinkerModule to "Default," turn on LinkerRelink and
        BiblioAddsAuthorities, and turn AutoCreateAuthorities and
        LinkerKeepStale off
    27. 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
    28. 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)
    29. 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)
    30. 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)
    31. Check that the heading you modified has been unlinked
    32. Change the modified heading back to whatever it was, but don't use the
        authority control plugin to populate $9
    33. Run misc/link_bibs_to_authorities.pl --link-report --verbose
        --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
        of the record you've been editing)
    34. Confirm that the heading has been linked to the correct authority record
    35. Turn LinkerKeepStale on
    36. Change that heading to something else
    37. Run misc/link_bibs_to_authorities.pl --link-report --verbose
        --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
        of the record you've been editing)
    38. Confirm that the $9 has not changed
    39. Turn LinkerKeepStale off
    40. Create two authorities with the same heading
    41. Run misc/migration_tools/rebuild_zebra.pl -a -z
    42. Enter that heading into the bibliographic record you are working with
    43. Run misc/link_bibs_to_authorities.pl --link-report --verbose
        --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
        of the record you've been editing)
    44. Confirm that the heading has not been linked
    45. Change LinkerModule to "FirstMatch"
    46. Run misc/link_bibs_to_authorities.pl --link-report --verbose
        --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
        of the record you've been editing)
    47. Confirm that the heading has been linked to the first authority record it
        matches
    48. Change LinkerModule to "LastMatch"
    49. Run misc/link_bibs_to_authorities.pl --link-report --verbose
        --bib-limit="biblionumber=${BIB}" (replacing ${BIB} with the biblionumber
        of the record you've been editing)
    50. Confirm that the heading has been linked to the second authority record it
        matches
    51. Run misc/link_bibs_to_authorities.pl --link-report --verbose
        --auth-limit="authid=${AUTH}" (replacing ${AUTH} with an authid)
    52. Confirm that only that heading is displayed in the report, and only those
        bibs with that heading have been changed
    
    If all those things worked, good news! You're ready to sign off on the patch
    for bug 7284.
    
    Signed-off-by: Jared Camins-Esakov <jcamins at cpbibliography.com>
    Rebased on latest master and squashed follow-up, 16 February 2012
    Signed-off-by: Jared Camins-Esakov <jcamins at cpbibliography.com>
    Rebased on latest master, 21 February 2012
    
    Signed-off-by: schuster <dschust1 at gmail.com>

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