Bug 13181 - Using Matchers to overlay existing biblios with incoming records. Make MARC transformations on need.
Summary: Using Matchers to overlay existing biblios with incoming records. Make MARC t...
Status: CLOSED WORKSFORME
Alias: None
Product: Koha
Classification: Unclassified
Component: Cataloging (show other bugs)
Version: 3.16
Hardware: All All
: P5 - low enhancement (vote)
Assignee: Olli-Antti Kivilahti
QA Contact: Testopia
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2014-10-31 15:21 UTC by Olli-Antti Kivilahti
Modified: 2015-12-03 22:00 UTC (History)
2 users (show)

See Also:
Change sponsored?: ---
Patch complexity: ---
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Text to go in the release notes:
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Attachments
Bug-12586-Record-matching-rules-Required-match-check.patch (4.73 KB, patch)
2014-10-31 15:21 UTC, Olli-Antti Kivilahti
Details | Diff | Splinter Review
KD-132-Biblio-overlay-merging-rules.patch (56.72 KB, patch)
2014-10-31 15:22 UTC, Olli-Antti Kivilahti
Details | Diff | Splinter Review
KD-132-Biggening-the-Z3950-Popup-window-to-1280-x-72.patch (1.18 KB, patch)
2014-10-31 15:22 UTC, Olli-Antti Kivilahti
Details | Diff | Splinter Review

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Description Olli-Antti Kivilahti 2014-10-31 15:21:59 UTC
Created attachment 33079 [details] [review]
Bug-12586-Record-matching-rules-Required-match-check.patch

Our In-House feature to automatically modify incoming MARC records based on the Provider indentified from the field 003.

NOT FOR INLCUSION TO MASTER, SIMPLY SHARING THE CODE!
unless someone wants to push this ;)

Using in prod for a few months already waiting for your MARC modification templates.
Comment 1 Olli-Antti Kivilahti 2014-10-31 15:22:21 UTC
Created attachment 33080 [details] [review]
KD-132-Biblio-overlay-merging-rules.patch
Comment 2 Olli-Antti Kivilahti 2014-10-31 15:22:43 UTC
Created attachment 33081 [details] [review]
KD-132-Biggening-the-Z3950-Popup-window-to-1280-x-72.patch
Comment 3 Olli-Antti Kivilahti 2014-10-31 15:23:24 UTC
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.