| Summary: | Using Matchers to overlay existing biblios with incoming records. Make MARC transformations on need. | ||
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| Product: | Koha | Reporter: | Olli-Antti Kivilahti <olli-antti.kivilahti> |
| Component: | Cataloging | Assignee: | Olli-Antti Kivilahti <olli-antti.kivilahti> |
| Status: | CLOSED WORKSFORME | QA Contact: | Testopia <testopia> |
| Severity: | enhancement | ||
| Priority: | P5 - low | CC: | koha, m.de.rooy |
| Version: | 3.16 | ||
| Hardware: | All | ||
| OS: | All | ||
| Change sponsored?: | --- | Patch complexity: | --- |
| Documentation contact: | Documentation submission: | ||
| Text to go in the release notes: | Version(s) released in: | ||
| Circulation function: | |||
| Attachments: |
Bug-12586-Record-matching-rules-Required-match-check.patch
KD-132-Biblio-overlay-merging-rules.patch KD-132-Biggening-the-Z3950-Popup-window-to-1280-x-72.patch |
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Description
Olli-Antti Kivilahti
2014-10-31 15:21:59 UTC
Created attachment 33080 [details] [review] KD-132-Biblio-overlay-merging-rules.patch Created attachment 33081 [details] [review] KD-132-Biggening-the-Z3950-Popup-window-to-1280-x-72.patch Enable using Matchpoints from Home -> Administration -> Record matching rules to preserve existing fields
from old overlayed bibliographic records.
1. Define a matching rule, simple Match points and Match checks are supported
1.1 Using Match points:
-if only tag is defined, all the subfields of the old biblio are copied to the new biblio
-if new biblio doesn't have the defined field, the old field is cloned and appended to the new biblio,
unless subfield rules are defined.
-fields present in the old biblio and not in the new biblio are discarded, unless defined as Match Points.
-Only one subfield can be defined per Match Point rule, and it is copied from the old record to the new one.
-Several Match Points can be defined to copy more subfields.
1.2 Using Match Checks
-Works like a Match Point, but with the addition of target field/subfield definition.
-Source normalizer must contain the word 'copy' and target normalizer must containt the word 'paste'.
---In this case from the new Record the copy-source is copied to the paste-target.
-When source normalizer is move and target normalizer is paste
---In this case from the new Record the move-source is moved to the paste-target. Also the move-source is
deleted. If subfield is given, only the subfield is deleted. If only field is given, all the same fields
are deleted.
-When source normalizer is preserve and target normalizer is preserve
---The source is taken from the old record and added to the new record.
2. Find a biblio, note that it has the fields and subfields you want to preserve.
3. Select Edit -> Replace record via Z39.50, and find a record to overlay with.
4. In the search results view, select the Matcher from the dropdown list. You don't have to use one.
5. Import!
6. Check that you have a new cookie, 'matcher', with the matcher_id of the matcher of choice.
Your matcher selection persists to the next overlay.
7. Check that in the edit view your old fields and subfields have been preserved.
LIMITATIONS:
Currently indicators are moved only when the new biblio doesn't have the defined field,
thus the old field is cloned.
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