A feature that enables staff to merge authority records through the Staff client would be very helpful. Ideally I would like a "Merge?" checkbox next to each record in the Authority search results, and a "Merge" button somewhere which would ask which record to keep.
*** Bug 5271 has been marked as a duplicate of this bug. ***
This is still a desired feature (marking version to master instead of 3.4).
Created attachment 18443 [details] [review] Bug 5202: merge authorities from the authority file and reservoir This patch gives Koha the ability to merge authority records using the same interface used by bibliographic records, though slightly different methods for selecting which records to merge. The two ways to select records are as follows: 1) Records can be selected from authority search results by clicking the "Merge" link for two records. 2) Authority records can be merged from the reservoir by clicking the merge-related links in the Manage staged MARC batch screen. To test: 1) Apply patch. 2) Do a search for an authority record that will turn up multiple identical records (or at least two records that you don't mind merging). 3) Click the "Merge" link for the first record. 4) Click the "Merge" link for the second record. 5) Choose which fields from which record you want to appear in the resulting record. 6) Confirm that those are the fields that exist in the resulting record. 7) Stage an authority record (for example, an authority record you saved from your catalog. 8) Search for a record to merge with it using the "Search for a record to merge in a new window" link. 9) Merge these records, confirming that the resulting record (after going through the entire merging process) matches your expectations. 10) Set up a matching rule for authorities, and export an authority from your catalog that will match based on that rule. For MARC21, the following is a good choice for a rule: Matching rule code: AUTHPER Description: Personal name main entry Match threshold: 999 Record type: Authority record [Match point 1:] Search index: mainmainentry Score: 1000 Tag: 100 Subfields: a 11) Stage the record you just exported, choosing the matching rule you just created. 12) Merge the record using the "Merge" link, confirming that the resulting record (after going through the entire merging process) matches your expectations. 13) Sign off.
This is dependent on the patch associated with bug 9755
Created attachment 18514 [details] [review] Bug 5202: merge authorities from the authority file and reservoir This patch gives Koha the ability to merge authority records using the same interface used by bibliographic records, though slightly different methods for selecting which records to merge. The two ways to select records are as follows: 1) Records can be selected from authority search results by clicking the "Merge" link for two records. 2) Authority records can be merged from the reservoir by clicking the merge-related links in the Manage staged MARC batch screen. To test: 1) Apply patch. 2) Do a search for an authority record that will turn up multiple identical records (or at least two records that you don't mind merging). 3) Click the "Merge" link for the first record. 4) Click the "Merge" link for the second record. 5) Choose which fields from which record you want to appear in the resulting record. 6) Confirm that those are the fields that exist in the resulting record. 7) Stage an authority record (for example, an authority record you saved from your catalog. 8) Search for a record to merge with it using the "Search for a record to merge in a new window" link. 9) Merge these records, confirming that the resulting record (after going through the entire merging process) matches your expectations. 10) Set up a matching rule for authorities, and export an authority from your catalog that will match based on that rule. For MARC21, the following is a good choice for a rule: Matching rule code: AUTHPER Description: Personal name main entry Match threshold: 999 Record type: Authority record [Match point 1:] Search index: mainmainentry Score: 1000 Tag: 100 Subfields: a 11) Stage the record you just exported, choosing the matching rule you just created. 12) Merge the record using the "Merge" link, confirming that the resulting record (after going through the entire merging process) matches your expectations. 13) Sign off.
Created attachment 18516 [details] [review] Bug 5202: merge authorities from the authority file and reservoir This patch gives Koha the ability to merge authority records using the same interface used by bibliographic records, though slightly different methods for selecting which records to merge. The two ways to select records are as follows: 1) Records can be selected from authority search results by clicking the "Merge" link for two records. 2) Authority records can be merged from the reservoir by clicking the merge-related links in the Manage staged MARC batch screen. To test: 1) Apply patch. 2) Do a search for an authority record that will turn up multiple identical records (or at least two records that you don't mind merging). 3) Click the "Merge" link for the first record. 4) Click the "Merge" link for the second record. 5) Choose which fields from which record you want to appear in the resulting record. 6) Confirm that those are the fields that exist in the resulting record. 7) Stage an authority record (for example, an authority record you saved from your catalog. 8) Search for a record to merge with it using the "Search for a record to merge in a new window" link. 9) Merge these records, confirming that the resulting record (after going through the entire merging process) matches your expectations. 10) Set up a matching rule for authorities, and export an authority from your catalog that will match based on that rule. For MARC21, the following is a good choice for a rule: Matching rule code: AUTHPER Description: Personal name main entry Match threshold: 999 Record type: Authority record [Match point 1:] Search index: mainmainentry Score: 1000 Tag: 100 Subfields: a 11) Stage the record you just exported, choosing the matching rule you just created. 12) Merge the record using the "Merge" link, confirming that the resulting record (after going through the entire merging process) matches your expectations. 13) Sign off.
Created attachment 18532 [details] [review] Bug 5202: merge authorities from the authority file and reservoir This patch gives Koha the ability to merge authority records using the same interface used by bibliographic records, though slightly different methods for selecting which records to merge. The two ways to select records are as follows: 1) Records can be selected from authority search results by clicking the "Merge" link for two records. 2) Authority records can be merged from the reservoir by clicking the merge-related links in the Manage staged MARC batch screen. To test: 1) Apply patch. 2) Do a search for an authority record that will turn up multiple identical records (or at least two records that you don't mind merging). 3) Click the "Merge" link for the first record. 4) Click the "Merge" link for the second record. 5) Choose which fields from which record you want to appear in the resulting record. 6) Confirm that those are the fields that exist in the resulting record. 7) Stage an authority record (for example, an authority record you saved from your catalog. 8) Search for a record to merge with it using the "Search for a record to merge in a new window" link. 9) Merge these records, confirming that the resulting record (after going through the entire merging process) matches your expectations. 10) Set up a matching rule for authorities, and export an authority from your catalog that will match based on that rule. For MARC21, the following is a good choice for a rule: Matching rule code: AUTHPER Description: Personal name main entry Match threshold: 999 Record type: Authority record [Match point 1:] Search index: mainmainentry Score: 1000 Tag: 100 Subfields: a 11) Stage the record you just exported, choosing the matching rule you just created. 12) Merge the record using the "Merge" link, confirming that the resulting record (after going through the entire merging process) matches your expectations. 13) Sign off.
Created attachment 19436 [details] [review] Bug 5202: merge authorities from the authority file and reservoir This patch gives Koha the ability to merge authority records using the same interface used by bibliographic records, though slightly different methods for selecting which records to merge. The two ways to select records are as follows: 1) Records can be selected from authority search results by clicking the "Merge" link for two records. 2) Authority records can be merged from the reservoir by clicking the merge-related links in the Manage staged MARC batch screen. To test: 1) Apply patch. 2) Do a search for an authority record that will turn up multiple identical records (or at least two records that you don't mind merging). 3) Click the "Merge" link for the first record. 4) Click the "Merge" link for the second record. 5) Choose which fields from which record you want to appear in the resulting record. 6) Confirm that those are the fields that exist in the resulting record. 7) Stage an authority record (for example, an authority record you saved from your catalog. 8) Search for a record to merge with it using the "Search for a record to merge in a new window" link. 9) Merge these records, confirming that the resulting record (after going through the entire merging process) matches your expectations. 10) Set up a matching rule for authorities, and export an authority from your catalog that will match based on that rule. For MARC21, the following is a good choice for a rule: Matching rule code: AUTHPER Description: Personal name main entry Match threshold: 999 Record type: Authority record [Match point 1:] Search index: mainmainentry Score: 1000 Tag: 100 Subfields: a 11) Stage the record you just exported, choosing the matching rule you just created. 12) Merge the record using the "Merge" link, confirming that the resulting record (after going through the entire merging process) matches your expectations. 13) Sign off. Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Created attachment 19634 [details] [review] Bug 5202 QA follow-up: quiet warnings Due to massively incorrect data in the default authority frameworks, we were getting warnings about undefined values and spaces from checking which tab subfields/fields were displayed in. This patch eliminates those warnings.
Created attachment 19891 [details] [review] Bug 5202: merge authorities from the authority file and reservoir This patch gives Koha the ability to merge authority records using the same interface used by bibliographic records, though slightly different methods for selecting which records to merge. The two ways to select records are as follows: 1) Records can be selected from authority search results by clicking the "Merge" link for two records. 2) Authority records can be merged from the reservoir by clicking the merge-related links in the Manage staged MARC batch screen. To test: 1) Apply patch. 2) Do a search for an authority record that will turn up multiple identical records (or at least two records that you don't mind merging). 3) Click the "Merge" link for the first record. 4) Click the "Merge" link for the second record. 5) Choose which fields from which record you want to appear in the resulting record. 6) Confirm that those are the fields that exist in the resulting record. 7) Stage an authority record (for example, an authority record you saved from your catalog. 8) Search for a record to merge with it using the "Search for a record to merge in a new window" link. 9) Merge these records, confirming that the resulting record (after going through the entire merging process) matches your expectations. 10) Set up a matching rule for authorities, and export an authority from your catalog that will match based on that rule. For MARC21, the following is a good choice for a rule: Matching rule code: AUTHPER Description: Personal name main entry Match threshold: 999 Record type: Authority record [Match point 1:] Search index: mainmainentry Score: 1000 Tag: 100 Subfields: a 11) Stage the record you just exported, choosing the matching rule you just created. 12) Merge the record using the "Merge" link, confirming that the resulting record (after going through the entire merging process) matches your expectations. 13) Sign off. Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Created attachment 19892 [details] [review] Bug 5202 QA follow-up: quiet warnings Due to massively incorrect data in the default authority frameworks, we were getting warnings about undefined values and spaces from checking which tab subfields/fields were displayed in. This patch eliminates those warnings.
Created attachment 20099 [details] [review] Bug 5202: merge authorities from the authority file and reservoir This patch gives Koha the ability to merge authority records using the same interface used by bibliographic records, though slightly different methods for selecting which records to merge. The two ways to select records are as follows: 1) Records can be selected from authority search results by clicking the "Merge" link for two records. 2) Authority records can be merged from the reservoir by clicking the merge-related links in the Manage staged MARC batch screen. To test: 1) Apply patch. 2) Do a search for an authority record that will turn up multiple identical records (or at least two records that you don't mind merging). 3) Click the "Merge" link for the first record. 4) Click the "Merge" link for the second record. 5) Choose which fields from which record you want to appear in the resulting record. 6) Confirm that those are the fields that exist in the resulting record. 7) Stage an authority record (for example, an authority record you saved from your catalog. 8) Search for a record to merge with it using the "Search for a record to merge in a new window" link. 9) Merge these records, confirming that the resulting record (after going through the entire merging process) matches your expectations. 10) Set up a matching rule for authorities, and export an authority from your catalog that will match based on that rule. For MARC21, the following is a good choice for a rule: Matching rule code: AUTHPER Description: Personal name main entry Match threshold: 999 Record type: Authority record [Match point 1:] Search index: mainmainentry Score: 1000 Tag: 100 Subfields: a 11) Stage the record you just exported, choosing the matching rule you just created. 12) Merge the record using the "Merge" link, confirming that the resulting record (after going through the entire merging process) matches your expectations. 13) Sign off. Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
Created attachment 20100 [details] [review] Bug 5202 QA follow-up: quiet warnings Due to massively incorrect data in the default authority frameworks, we were getting warnings about undefined values and spaces from checking which tab subfields/fields were displayed in. This patch eliminates those warnings.
Created attachment 20101 [details] [review] Bug 5202 QA follow-up 2: fix overeager error message When rebasing the patch for this, I accidentally moved the line setting the mergereference when merging from breeding to *before* I checked whether we were merging from breeding. Needless to say, this caused problems. This patch fixes that, and: * Makes the error translatable. * Adds a missing authtypesloop argument for the template.
Created attachment 20440 [details] [review] Bug 5202: quiet warning $mergereference is not always defined, so we should check it is defined before checking its value.
Created attachment 20441 [details] [review] Bug 5202 QA follow-up: improve merge reference selection The link on the merge reference had been wrong, and framework types were not indicated when you were merging records of two types. This patch fixes those problems.
Created attachment 20442 [details] [review] Bug 5202 QA follow-up: improve merge reference selection The link on the merge reference had been wrong, and framework types were not indicated when you were merging records of two types. This patch fixes those problems.
Created attachment 20443 [details] [review] Bug 5202 QA follow-up: correct license and POD errors
Created attachment 20444 [details] [review] [PASSED QA] Bug 5202: merge authorities from the authority file and reservoir This patch gives Koha the ability to merge authority records using the same interface used by bibliographic records, though slightly different methods for selecting which records to merge. The two ways to select records are as follows: 1) Records can be selected from authority search results by clicking the "Merge" link for two records. 2) Authority records can be merged from the reservoir by clicking the merge-related links in the Manage staged MARC batch screen. To test: 1) Apply patch. 2) Do a search for an authority record that will turn up multiple identical records (or at least two records that you don't mind merging). 3) Click the "Merge" link for the first record. 4) Click the "Merge" link for the second record. 5) Choose which fields from which record you want to appear in the resulting record. 6) Confirm that those are the fields that exist in the resulting record. 7) Stage an authority record (for example, an authority record you saved from your catalog. 8) Search for a record to merge with it using the "Search for a record to merge in a new window" link. 9) Merge these records, confirming that the resulting record (after going through the entire merging process) matches your expectations. 10) Set up a matching rule for authorities, and export an authority from your catalog that will match based on that rule. For MARC21, the following is a good choice for a rule: Matching rule code: AUTHPER Description: Personal name main entry Match threshold: 999 Record type: Authority record [Match point 1:] Search index: mainmainentry Score: 1000 Tag: 100 Subfields: a 11) Stage the record you just exported, choosing the matching rule you just created. 12) Merge the record using the "Merge" link, confirming that the resulting record (after going through the entire merging process) matches your expectations. 13) Sign off. Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz> Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de> Testing notes on last patch in series.
Created attachment 20445 [details] [review] [PASSED QA] Bug 5202 QA follow-up: quiet warnings Due to massively incorrect data in the default authority frameworks, we were getting warnings about undefined values and spaces from checking which tab subfields/fields were displayed in. This patch eliminates those warnings. Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Created attachment 20446 [details] [review] [PASSED QA] Bug 5202 QA follow-up 2: fix overeager error message When rebasing the patch for this, I accidentally moved the line setting the mergereference when merging from breeding to *before* I checked whether we were merging from breeding. Needless to say, this caused problems. This patch fixes that, and: * Makes the error translatable. * Adds a missing authtypesloop argument for the template. Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Created attachment 20447 [details] [review] [PASSED QA] Bug 5202: Quiet warning $mergereference is not always defined, so we should check it is defined before checking its value. Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Created attachment 20448 [details] [review] [PASSED QA] Bug 5202 QA follow-up: improve merge reference selection The link on the merge reference had been wrong, and framework types were not indicated when you were merging records of two types. This patch fixes those problems. Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de> Passes all tests and QA script.
Created attachment 20449 [details] [review] [PASSED QA] Bug 5202 QA follow-up: correct license and POD errors Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Pushed to master. Thanks, Jared!
It doesn't seem to work for UNIMARC. What happen to biblio records linked to deleted authority?
In 3.14.x
*** Bug 5943 has been marked as a duplicate of this bug. ***