Bug 26472 - Elasticsearch - ES - Authority record results not ordered correctly due to punctuation marks
Summary: Elasticsearch - ES - Authority record results not ordered correctly due to pu...
Status: Failed QA
Alias: None
Product: Koha
Classification: Unclassified
Component: Searching - Elasticsearch (show other bugs)
Version: unspecified
Hardware: All All
: P5 - low minor
Assignee: Aleisha Amohia
QA Contact:
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2020-09-16 15:07 UTC by Heather
Modified: 2024-10-24 13:29 UTC (History)
10 users (show)

See Also:
Change sponsored?: Sponsored
Patch complexity: Small patch
Documentation contact:
Documentation submission:
Text to go in the release notes:
Version(s) released in:
Circulation function:


Attachments
Bug 26472: Configure Elasticsearch for better alphabetic sorting (1.68 KB, patch)
2023-05-09 04:15 UTC, Aleisha Amohia
Details | Diff | Splinter Review
Bug 26472: Configure Elasticsearch for better alphabetic sorting (1.73 KB, patch)
2023-05-09 21:06 UTC, David Nind
Details | Diff | Splinter Review
Bug 26472: Configure Elasticsearch for better alphabetic sorting (1.74 KB, patch)
2023-05-09 21:57 UTC, Aleisha Amohia
Details | Diff | Splinter Review
Bug 26472: Configure Elasticsearch for better alphabetic sorting (1.79 KB, patch)
2023-05-15 00:48 UTC, Victor Grousset/tuxayo
Details | Diff | Splinter Review
Screenshot of sorting after (41.33 KB, image/png)
2023-05-18 14:31 UTC, Nick Clemens (kidclamp)
Details
Bug 26472: Configure Elasticsearch for better alphabetic sorting (1.49 KB, patch)
2023-05-19 11:43 UTC, Nick Clemens (kidclamp)
Details | Diff | Splinter Review
Bug 26472: Configure Elasticsearch for better alphabetic sorting (1.55 KB, patch)
2023-06-23 01:05 UTC, Aleisha Amohia
Details | Diff | Splinter Review
Bug 26472: Configure Elasticsearch for better alphabetic sorting (1.61 KB, patch)
2023-06-23 15:47 UTC, ByWater Sandboxes
Details | Diff | Splinter Review
Sample auths for testing (7.92 KB, text/xml)
2024-10-24 13:28 UTC, Nick Clemens (kidclamp)
Details

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Description Heather 2020-09-16 15:07:45 UTC
When searching authorities, the results are grouped by punctuation, e.g.:

Word (Word)
Word Word
Word-Word
Word, Word

For example:

Saint (Fictitious...
Saint Charles School
Saint Hilaire Institute
Saint Patrick Club
Saint-Nazaire (France)
Saint-Pierre (Martinique)
Saint, Eva Marie
Saint, Joseph

But it should sort like this:
Saint Charles School
Saint, Eva Marie
Saint (Fictitious...
Saint Hilaire Institute
Saint Patrick Club
Saint-Nazaire (France)
Saint-Pierre (Martinique)

There is documentation of this filing order in _Library of Congress Filing Rules_ which can be freely accessed here:  https://babel.hathitrust.org/cgi/pt?id=mdp.39015022080140&view=1up&seq=3

Especially in section 1, General Filing Order:
---Begin quote:
Fields in a filing entry are arranged word by word, and words are arranged character by character. This procedure is continued until one of the following occurs:
a. A prescribed filing position is reached.
b. The field comes to an end (in which case placement is determined by another field of the entry or by applying one of the rules given hereafter).
c. A mark of punctuation indicating a subarrangement is encountered.
1.1. Order of Letters
Letters are arranged according to the order of the English alphabet (A-Z). Upper and lower case letters have equal filing value.
1.1.1. Modified Letters
Modified letters are treated like their plain equivalents in the English alphabet. Thus all diacritical marks and modifications of recognizable English letters are treated as if they did not exist; e.g., ä, á, å, ł , ñ, ø are filed as a, 1, n, o. The treatment of special letters that cannot be readily equated with English letters is described in Rule 17.
Example
Hand blows
Hand book for Prospect Park
Hand in glove
Håndbok for sangere
Handbook for adventure
Hände am Pflug
Hands on the past
Haṇḍu   [Indic surname]
1.2. Placement of Numerals
Numbers expressed in digits or other notation (e.g., roman numerals) precede letters and, with few exceptions, they are arranged according to their numerical value. According to this rule, all filing entries beginning with numerals appear before entries beginning with the letter A. Numbers expressed as words are filed alphabetically. Detailed instructions for filing numerals are given in Rule 16.
Example
1, 2, 3, and more
1, 2, buckle my shoe
3 died variously
10 ways to become rich
13 jolly saints
112 Elm Street
838 ways to amuse a child
1000 spare time money making ideas
1984
10,000 trade names
1,000,000 delinquents
A is for anatomy
A4D desert speed run
Aa, Abraham
Henry II
Henry 3
Henry VIII and his six wives
Henry Street Settlement, New York
Henry the Fourth, part two
Longitude 30 west
Longitude and time
Nineteen eighty-four
Oberlin College
one, two, three for fun
Rubinstein, Moshe F.
Ten thousand miles on a bicycle
Three 14th century English mystics
Three by Tey
Thucydides
1.3. Signs and Symbols
Nonalphabetic signs and symbols within a field are generally ignored in filing and the remaining letters or numerals are used as the basis of arrangement (see also Rule 18).
1.3.1. Punctuation
Punctuation as such has no place in the collating sequence of characters considered in filing arrangement. A mark of punctuation is taken into account, however, in two situations: 1) when it signals the end of an element or field and indicates the need for subarrangement as described in the following rules; and 2) when it serves as the sole separator between two discrete words (e.g., Mott-Smith; 1951/1952; 1:3) and so must be treated as equivalent to a space. The second situation dictates that a hyphen will always be treated as a space (see also Rules 12 and 16).
---End quote
Comment 1 Esther Melander 2022-06-24 17:21:23 UTC
We are using Elastic Search and have noticed a similar problem for authorities with trailing periods. The trailing periods of an authority should be ignored in the sort, but are instead showing at the end of the result list. This problem appears in the advanced editor with the authority look-up (ctrl-shift-L) search. If you were to search for "Cooking." with the search parameter "contains" the result is not returned at the top of the list as expected, but rather towards the bottom. Further complicating, if you use the search parameter "starts with" or "exact" no results are returned. Do the same search without the trailing period "Cooking" and you will get the expected results.

Also, Library of Congress is moving toward minimally punctuated authorities in which there is no closing punctuation on some authorities. As a result there are now existing authorities following different punctuation rules. Regardless of the source, trailing periods are throwing off the sort and I also suspect auto linking.

Here are some additional papers on punctuation in authorities.
https://www.oclc.org/bibformats/en/6xx.html shows examples of the 600 subject tags without punctuation at the end.

These are links to a power point and paper on minimally punctuated records put out by Library of Congress.
https://www.loc.gov/aba/pcc/sct/documents/GuidelinesMinimallyPunctuatedMARC-SCT-2020-01.pptx
https://www.loc.gov/aba/pcc/documents/PCC-Guidelines-Minimally-Punctuated-MARC-Data.docx

In any event, Elastic Search appears to need some refinement in how punctuation is handled to bring it into compliance with current practice.
Comment 2 Aleisha Amohia 2023-05-08 04:37:40 UTC
Bump, we are experiencing the same problem as described by Esther.
Comment 3 Katrin Fischer 2023-05-08 21:20:43 UTC
I wonder if there could be some similarities to bug 33594
Comment 4 Janusz Kaczmarek 2023-05-08 23:49:26 UTC
I'm unable to verify it right now, but maybe somebody could -- if adding "alternate: shifted" in admin/searchengine/elasticsearch/field_config.yaml here:

sort:
  default:
    type: icu_collation_keyword
    index: false
    numeric: true
+    alternate: shifted

would solve the issue.
Comment 5 Aleisha Amohia 2023-05-09 03:55:57 UTC
(In reply to Katrin Fischer from comment #3)
> I wonder if there could be some similarities to bug 33594

I applied the fixes from Bug 33594 but it didn't seem to solve this problem, thank you anyway!

(In reply to Janusz Kaczmarek from comment #4)
> I'm unable to verify it right now, but maybe somebody could -- if adding
> "alternate: shifted" in admin/searchengine/elasticsearch/field_config.yaml
> here:
> 
> sort:
>   default:
>     type: icu_collation_keyword
>     index: false
>     numeric: true
> +    alternate: shifted
> 
> would solve the issue.

This worked at least for upstream, I will attach a patch.
Comment 6 Aleisha Amohia 2023-05-09 04:15:01 UTC
Created attachment 150820 [details] [review]
Bug 26472: Configure Elasticsearch for better alphabetic sorting

This enhancement configures the ICU collation keyword plugin used by Elasticsearch for sorting to better handle punctuation and whitespace in sort fields.

Details at: https://www.elastic.co/guide/en/elasticsearch/plugins/current/analysis-icu-collation-keyword-field.html

To test:

1. Create three authority records with the following values:

150 $a Science
150 $a Science $v B
150 $a Science $v C

2. Search for your authority records with "Science" in "Heading A-Z" order

The search results will likely be in this order:

    1. Science B
    2. Science C
    3. Science

This is an unexpected order

3. Apply the patch and reindex

sudo koha-elasticsearch --rebuild -r <instancename>

4. Search for your authority records again with "Science" in "Heading A-Z" order

Confirm your search results show in the correct order.

    1. Science
    2. Science B
    3. Science C

Sponsored-by: Education Services Australia SCIS
Comment 7 Heather 2023-05-09 20:44:05 UTC
I haven't been able to reproduce the problem.  I created a sandbox without applying the patch (the sandbox is version 22.12.00.030), and created authority records with these values:

150 _ 0 Science
150 _ 0 Science B
150 _ 0 Science $v Bibliographies
150 _ 0 Science C
150 _ 0 Science $v Congresses

(I created all of these because I wasn't sure if the plan meant literally "Science B" in the $a, or create a heading with a subdivision that begins with "B" after the $a Science, so I did both.)

In the staff client, searching the $a for:
Science

Displays these headings sorting correctly:
Science
Science B
Science Bibliographies
Science Brazil Periodicals.
Science C
Science Congresses

Likewise an authority search in the OPAC for "starts with" sorted by "heading ascendent" sorts them correctly:

Science
Science B
Science Bibliographies
Science Brazil Periodicals.
Science C
Science Congresses

--h2
Comment 8 Heather 2023-05-09 20:54:39 UTC
I added some more headings, with punctuation, since I noticed the problem originally in headings with punctuation.  I added topical headings:

150 _ 0 Science (Fictitious character)
150 _ 0 Science Science
150 _ 0 Science-Science
150 _ 0 Science, Science

And repeated the above searches, and everything is still sorting correctly without the patch applied, thusly, in both the staff client and the OPAC of the sandbox:

Science
Science B
Science Bibliographies
Science Brazil Periodicals.
Science C
Science Congresses
Science fiction.
Science (Fictitious character)
Science Science
Science-Science
Science, Science
SCIENCES DU SOL

However, in my own Koha (version 22.05.11.000), the problem persists, with retrieved authority records sorting:

Saint (Fictitious character)
Saint Charles, Charles

Rather than correctly as:
Saint Charles, Charles
Saint (Fictitious character)

So the problem exists in my Koha catalog, but I can't reproduce the problem in a sandbox, so can't test the patch.  I don't know whether to be happy or sad!:)
--h2
Comment 9 David Nind 2023-05-09 21:06:16 UTC
Created attachment 150899 [details] [review]
Bug 26472: Configure Elasticsearch for better alphabetic sorting

This enhancement configures the ICU collation keyword plugin used by Elasticsearch for sorting to better handle punctuation and whitespace in sort fields.

Details at: https://www.elastic.co/guide/en/elasticsearch/plugins/current/analysis-icu-collation-keyword-field.html

To test:

1. Create three authority records with the following values:

150 $a Science
150 $a Science $v B
150 $a Science $v C

2. Search for your authority records with "Science" in "Heading A-Z" order

The search results will likely be in this order:

    1. Science B
    2. Science C
    3. Science

This is an unexpected order

3. Apply the patch and reindex

sudo koha-elasticsearch --rebuild -r <instancename>

4. Search for your authority records again with "Science" in "Heading A-Z" order

Confirm your search results show in the correct order.

    1. Science
    2. Science B
    3. Science C

Sponsored-by: Education Services Australia SCIS
Signed-off-by: David Nind <david@davidnind.com>
Comment 10 David Nind 2023-05-09 21:13:39 UTC
I've signed this off, but I have a query:

1. If I add the authority records as per step 1 of the test plan, the authority records sort correctly both before and after the patch is applied.

2. If I add some punctuation to the terms, then before applying they don't sort correctly, but after the patch they do. For example:
   150 $a Science.  (displays last)
   150 $a Science $v B (displays second)
   150 $a Science $v (C) (displays first)

Reading the bug, I'm assuming that the problem we are trying to solve is for terms with punctuation.

Testing notes (using koha-testing-docker (KTD)):

1. I tested using Elasticsearch 7 - let me know if it should be tested with other versions, and Open Search.
Comment 11 Janusz Kaczmarek 2023-05-09 21:19:46 UTC
(In reply to Heather from comment #8)
> However, in my own Koha (version 22.05.11.000), the problem persists, with
> retrieved authority records sorting:
> 
> Saint (Fictitious character)
> Saint Charles, Charles
> 
> Rather than correctly as:
> Saint Charles, Charles
> Saint (Fictitious character)
> 
> So the problem exists in my Koha catalog, but I can't reproduce the problem
> in a sandbox, so can't test the patch.  I don't know whether to be happy or
> sad!:)

But did you check "Saint (Fictitious character)" vs. "Saint (Fictitious character)" in the test environment?

I must say, with the Aleisha's examples I got always correct results, with or without the patch (there is no punctuation).  However with the two Saints I get:

Saint (Fictitious character)
Saint Charles, Charles

without the patch, and:

Saint Charles, Charles
Saint (Fictitious character)

with the patch applied.

Aleisha, could you please verify your test data proposal?
Comment 12 David Nind 2023-05-09 21:40:59 UTC
Additional notes:

1. I added Heather's and Janusz's terms - before the patch is applied they sort incorrectly, after the patch they sort correctly (I can attach some screenshots if that helps).

2. After applying the patch, I restarted everything (flush_memcached and restart_all) and I did a full re-index (koha-elasticsearch --rebuild -d -b -a kohadev).
Comment 13 Aleisha Amohia 2023-05-09 21:57:34 UTC
Created attachment 150914 [details] [review]
Bug 26472: Configure Elasticsearch for better alphabetic sorting

This enhancement configures the ICU collation keyword plugin used by Elasticsearch for sorting to better handle punctuation and whitespace in sort fields.

Details at: https://www.elastic.co/guide/en/elasticsearch/plugins/current/analysis-icu-collation-keyword-field.html

To test:

1. Create three authority records with the following values:

150 $a Science.
150 $a Science $v B.
150 $a Science $v C.

2. Search for your authority records with "Science" in "Heading A-Z" order

The search results will likely be in this order:

    1. Science B.
    2. Science C.
    3. Science.

This is an unexpected order

3. Apply the patch and reindex

sudo koha-elasticsearch --rebuild -r <instancename>

4. Search for your authority records again with "Science" in "Heading A-Z" order

Confirm your search results show in the correct order.

    1. Science.
    2. Science B.
    3. Science C.

Sponsored-by: Education Services Australia SCIS
Signed-off-by: David Nind <david@davidnind.com>
Comment 14 Aleisha Amohia 2023-05-09 21:57:55 UTC
Oops, left the punctuation off my test plan, have amended
Comment 15 David Nind 2023-05-09 22:18:32 UTC
(In reply to Aleisha Amohia from comment #14)
> Oops, left the punctuation off my test plan, have amended

Thanks ALeisha.

I can confirm that with the change, authorities with punctuation are now sorting correctly (Heading A-Z). Tested using Elasticsearch 7.

Have changed the status to Signed Off.

David
Comment 16 Victor Grousset/tuxayo 2023-05-15 00:48:10 UTC
Created attachment 151180 [details] [review]
Bug 26472: Configure Elasticsearch for better alphabetic sorting

This enhancement configures the ICU collation keyword plugin used by Elasticsearch for sorting to better handle punctuation and whitespace in sort fields.

Details at: https://www.elastic.co/guide/en/elasticsearch/plugins/current/analysis-icu-collation-keyword-field.html

To test:

1. Create three authority records with the following values:

150 $a Science.
150 $a Science $v B.
150 $a Science $v C.

2. Search for your authority records with "Science" in "Heading A-Z" order

The search results will likely be in this order:

    1. Science B.
    2. Science C.
    3. Science.

This is an unexpected order

3. Apply the patch and reindex

sudo koha-elasticsearch --rebuild -r <instancename>

4. Search for your authority records again with "Science" in "Heading A-Z" order

Confirm your search results show in the correct order.

    1. Science.
    2. Science B.
    3. Science C.

Sponsored-by: Education Services Australia SCIS
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Victor Grousset/tuxayo <victor@tuxayo.net>
Comment 17 Victor Grousset/tuxayo 2023-05-15 00:49:32 UTC
Works, makes sense, QA script happy, code looks good, passing QA :)
Comment 18 Nick Clemens (kidclamp) 2023-05-18 14:31:15 UTC
Created attachment 151421 [details]
Screenshot of sorting after

Forgive the silly example, but "alternate: shifted" ignores punctuation and whitespace.

Do we want white space considered? i.e. is it correct for 'Santabna' to sort before 'Santa clarita'?

I would expect:
Santa Ana
Santa Clarita
Santa Claus
Santabna
Santana, Carlos
Comment 19 Heather 2023-05-18 14:49:42 UTC
Hi!

> Do we want white space considered? i.e. is it correct for 'Santabna' to sort
> before 'Santa clarita'?

It is not correct.  The shorthand rule is "nothing before something."  Therefore, "Santabna" should sort after "Santa Clarita."

This is correct:
> Santa Ana
> Santa Clarita
> Santa Claus
> Santabna
> Santana, Carlos

The example that illustrates this is in 1.1.1 of the Library of Congress Filing Rules (cited above) (apologies for omited diacritics, but diacritical characters are filed as their non-diacritic English language equivalents):

Hand blows
Hand book for Prospect Park
Hand in glove
Handbok for sangere
Handbook for adventure
Hande im Pflug
Hands in the past
Handu

--h2
Comment 20 Nick Clemens (kidclamp) 2023-05-19 11:43:47 UTC
Created attachment 151471 [details] [review]
Bug 26472: Configure Elasticsearch for better alphabetic sorting

This enhancement configures the ICU collation keyword plugin used by
Elasticsearch for sorting to better handle punctuation and whitespace in sort fields.

Details at:
https://www.elastic.co/guide/en/elasticsearch/plugins/current/analysis-icu-collation-keyword-field.html
https://unicode-org.github.io/icu/userguide/collation/concepts.html

To test:
1 - Create authorities with main headings like below and confirm they sort in the order shown
Hand blows
Hand book for Prospect Park
Hand (Fictitious character)
Hand in glove
Hand-ball
Handbok for sangere
Handbook for adventure
Hande im Pflug
Hands in the past
Handu
2 - Also confirm above order is correct and expected
3 - Test biblio search sorting as well (title, author, etc)
Comment 21 Janusz Kaczmarek 2023-05-20 12:37:15 UTC
I have tried the patch.  Maybe I'm doing something wrong but I was unable to get correct results.  In fact, applying the patch did not change anything in the order--I'm getting:

Hand (Fictitious character)
Hand blows
Hand book for Prospect Park
Hand in glove
Hand-ball
Handbok for sangere
Handbook for adventure
Hande im Pflug
Hands in the past
Handu

Same problems with an alternate names set--I'm getting:

Kowal L.G.
Kowal-Kwiatkowska, Aleksandra
Kowal-Orczykowska, Anna
Kowal, Alina
Kowalak, Alina

whereas I would expect:

Kowal, Alina
Kowal-Kwiatkowska, Aleksandra
Kowal L.G.
Kowal-Orczykowska, Anna
Kowalak, Alina

Unfortunately, the original proposal (alternate: shifted) also does not work well here (but the order changes, so there is no question of changing wrong file).

Any suggestions?
Comment 22 Aleisha Amohia 2023-06-23 01:05:23 UTC
Created attachment 152608 [details] [review]
Bug 26472: Configure Elasticsearch for better alphabetic sorting

This enhancement configures the ICU collation keyword plugin used by
Elasticsearch for sorting to better handle punctuation and whitespace in sort fields.

Details at:
https://www.elastic.co/guide/en/elasticsearch/plugins/current/analysis-icu-collation-keyword-field.html
https://unicode-org.github.io/icu/userguide/collation/concepts.html

To test:
1 - Create authorities with main headings like below and confirm they sort in the order shown
Hand blows
Hand book for Prospect Park
Hand (Fictitious character)
Hand in glove
Hand-ball
Handbok for sangere
Handbook for adventure
Hande im Pflug
Hands in the past
Handu
2 - Also confirm above order is correct and expected
3 - Test biblio search sorting as well (title, author, etc)

Signed-off-by: Aleisha Amohia <aleishaamohia@hotmail.com>
Comment 23 ByWater Sandboxes 2023-06-23 15:47:53 UTC
Created attachment 152646 [details] [review]
Bug 26472: Configure Elasticsearch for better alphabetic sorting

This enhancement configures the ICU collation keyword plugin used by
Elasticsearch for sorting to better handle punctuation and whitespace in sort fields.

Details at:
https://www.elastic.co/guide/en/elasticsearch/plugins/current/analysis-icu-collation-keyword-field.html
https://unicode-org.github.io/icu/userguide/collation/concepts.html

To test:
1 - Create authorities with main headings like below and confirm they sort in the order shown
Hand blows
Hand book for Prospect Park
Hand (Fictitious character)
Hand in glove
Hand-ball
Handbok for sangere
Handbook for adventure
Hande im Pflug
Hands in the past
Handu
2 - Also confirm above order is correct and expected
3 - Test biblio search sorting as well (title, author, etc)

Signed-off-by: Aleisha Amohia <aleishaamohia@hotmail.com>
Signed-off-by: Heather Hernandez <heather_hernandez@nps.gov>
Comment 24 Heather 2023-06-23 15:51:31 UTC
Signed off!  The sort order is correct:

Hand-ball
Hand blows
Hand book
Hand (Fictitious character)

Etc.!

I made a mistake (above) saying that Hand-ball should file, e.g., after Hand in glove.  I tested and tested and tested, and the search order with this patch applied is CORRECT!!  WOO-HOO!!!  ::librarian happy dance!::  (I also verified that search orders are correct for bibs.)

I'M SO HAPPY!!!  THANK YOU THANK YOU THANK YOU, Most Awesome Community!!!
Comment 25 Janusz Kaczmarek 2023-06-23 20:56:27 UTC
(In reply to Heather from comment #24)
> Signed off!  The sort order is correct:
> 
> Hand-ball
> Hand blows
> Hand book
> Hand (Fictitious character)

Heather, a--maybe--silly question, since you have analyzed this in details:  Having a phrase like 'Ha wen' -- should it be placed at the beginning or at the end of the list?  

Now it is put at the end, whereas my first intuition would be: I want to see it at the beginning (a this is as I would understand "arranged word by word, and words are arranged character by character").  

So, am I missing something or we still do not have the desired effect...?

I would appreciate your comment.
Comment 26 Heather 2023-06-23 21:06:12 UTC
This is not a silly question, Janusz!  'Ha wen' should be at the beginning, like this:

Ha wen
Hand-ball
Hand blows
Hand book
Hand (Fictitious character)

If it is not sorting this way, it is not the desired effect--it is failing & shouldn't be signed off.  The patch needs fixing then.

I don't have time to re-test before Monday, but I can try again on Monday including the example of 'Ha wen.'  Or, if you've already tested with 'Ha wen,' Janusz, and it's not sorting correctly, then it should fail sign off, I think.

Thank you for noticing this, Janusz!!!  Well done!!!!
Comment 27 Heather 2023-06-26 16:55:10 UTC
Hi, again, Janusz!

I was not able to reproduce your sorting problem.  I created a sandbox, applied the patch, then created authority records for all the headings in the test plan, plus a heading for:  Ha wen.

All headings sorted correctly:
Ha wen
Hagahara, Yoshiaki, 1939-
Hailstone, H.
Haim, Emmanuelle
Hall, Joseph N., 1966-
Halliwell, Stephen.
Hamburger, David
Hamel, Debra.
Hamilton-James, Charlie.
Hamilton-James, Charlie.
Hamilton-Jones, Charlie Homes and haunts.
Hamilton-Jones, Charlie Homes and haunts.
Hamilton, Karen A.
Hanʼguk Kiwŏn.
Hand-ball
Hand blows
Hand book for Prospect Park
Hand (Fictitious character)
Hand in glove
Handbok for sangere
Handbook for adventure
Hande im Pflug
Handel, George Frideric, 1685-1759.
Handel, George Frideric, 1685-1759. Alcina. Tornami a vagheggiar.
Handel, George Frideric, 1685-1759. Amadigi. Ah! spietato! e non ti muove.
Handel, George Frideric, 1685-1759. Apollo e Dafne. Felicissima quest'alma.
Handel, George Frideric, 1685-1759. Ariodante. Mio crudel martoro.
Handel, George Frideric, 1685-1759 Film and video adaptations.
Handel, George Frideric, 1685-1759 Giulio Cesare.
Handel, George Frideric, 1685-1759. Giulio Cesare. Da tempeste il legno infranto.
Handel, George Frideric, 1685-1759. Giulio Cesare. Piangerò la sorte mia.
Handel, George Frideric, 1685-1759. Rinaldo. Lascia ch'io pianga mia cruda sorte.
Handel, George Frideric, 1685-1759. Rinaldo. Vo' far guerra.
Handel, George Frideric, 1685-1759. Semele. Endless pleasure, endless love (Air)
Handel, George Frideric, 1685-1759. Semele. Myself I shall adore.
Handel, George Frideric, 1685-1759. Teseo. Dolce riposo, ed innocente pace.
Handel, George Frideric, 1685-1759. Teseo. O stringerò nel sen.
Hands in the past
Handu
Harmes, Ross.

I even created two authority records for "Ha wen," one as a topical term and another as a personal name (in case the type of heading was a problem), and both authority records for "Ha wen" sorted correctly.

Based on this, I think the bug should remain signed off--unless Janusz's problem can be re-created?
Comment 28 Janusz Kaczmarek 2023-06-26 22:01:45 UTC
Hi Heater!

Thank you very much for checking it. 

I can confirm--with 'Ha wen' things look good now.  I'm working with ktd--I had to restart plack to get the order changed.

But still there are doubts.  Could you, please, have a look at these three names:

Haendel Gregory
Haendel-Adler, John
Haendel, Georg

(mind the presence or absence of the comma and the dash)

I get them in the above order whereas I would wish: 

Haendel-Adler, John
Haendel, Georg
Haendel Gregory

So, I am confused... Am I doing something wrong? Could you, please, check it again?
Comment 29 Aleisha Amohia 2023-06-26 22:03:25 UTC
Hi Janusz,

This is the correct order:
> 
> Haendel Gregory
> Haendel-Adler, John
> Haendel, Georg
> 

The policy is 'nothing' before 'something' so spaces will be sorted before punctuation.

Hope that helps!

Aleisha
Comment 30 Janusz Kaczmarek 2023-06-27 07:28:52 UTC
Hi Aleisha,

Thank you very much for you comment.  I'm not sure in what sense this order is correct.  If it means that the order conforms to what ICU sort with "strength: quaternary" should return, then OK.  But I am still not sure if it conforms to the LCC Filling Rules (especially p. 1.3.1) cited by Heated in the initial report.

Let's take the initial "Saint" example. I am getting (with the patch):

Saint (Fictitious character)
Saint Charles School
Saint Hilaire Institute
Saint-Nazaire (France)
Saint, Eva Marie

Do you get the same order?

At the same time--according to Heated, and also to my intuition--it should be:

Saint Charles School
Saint, Eva Marie
Saint (Fictitious character)
Saint Hilaire Institute
Saint-Nazaire (France)

So, I am not sure if--assuming that I understand it well and correctly applied the patch--we get the expected result...
Comment 31 Nick Clemens (kidclamp) 2023-06-27 11:21:18 UTC
If the current patches aren't working as needed, we may want to look into building the authority sort field using:
https://metacpan.org/pod/MARC::Field::Normalize::NACO

Or something similar
Comment 32 Heather 2023-06-27 14:28:32 UTC
Hi, Aleisha--

I don't think so.  In https://babel.hathitrust.org/cgi/pt?id=mdp.39015022080140&view=1up&seq=63  Rule 12 states, "Words connected by a hyphen are always treated as separate words. This rule applies even when the first part of a hyphenated word is a prefix that sometimes appears as an integral part of the word. This rule also applies to compound surnames."  So, yes, "nothing before something," but a hyphen is treated as "nothing," i.e., a space.  So I agree with Janusz that "Haendel-Adler, John" should be first in the example.

Most insitutions agree, too, that the order should then be:
Haendel-Adler, John
Haendel, Georg
Haendel Gregory

The Library of Congress Filing Rules go deeply into intricacies...but Koha is a global community.  In this case, though, I think LC Filing Rules are agreeing with most institutions worldwide that the order should be:
Haendel-Adler, John
Haendel, Georg
Haendel Gregory

If we go more deeply into the LC Filing Rules, we could come up with examples that are different based on whether the heading is a surname, a topic, a place, etc., and which elements of the field we're filing on, but the Rules were written at a time when the vast majority of libraries had humans filing cards in different card catalogs:  an author/title catalog, and a different subject catalog.  We are now in an era when keyword searching returns results from multiple indexes, and this makes the most sense and agrees with the basic tenets of common filing rules:
Haendel-Adler, John
Haendel, Georg
Haendel Gregory

Aleisha--shall I test the patch again?

Nick:  I think we're really close!

Cheerio!!!
h2
Comment 33 Victor Grousset/tuxayo 2023-08-03 22:03:17 UTC
(In reply to Nick Clemens from comment #18)
> Forgive the silly example, but "alternate: shifted" ignores punctuation and
> whitespace.
> 
> Do we want white space considered? i.e. is it correct for 'Santabna' to sort
> before 'Santa clarita'?

Thanks for catching this! :o

---

(In reply to Heather from comment #32)
> I don't think so.  In
> https://babel.hathitrust.org/cgi/pt?id=mdp.39015022080140&view=1up&seq=63 
> Rule 12 states, "Words connected by a hyphen [...]

So if I understand correctly. The current proposal should sort " " (space) after "-","," and other symbols?

How much of a problem is it? The 1st problematic cases on this ticket caused the results to grouped by punctuation. Which was bad because it was randomly mixing stuff that semantically was linked and should have been together, the letters have the real meaning here. Not a hyphen.

comment 18 also shows stuff mixed that splat the group of "santa " that should have stayed all together. 

So about sorting " " after "-" and "," => does it lead to examples of stuff that is in the wrong place as bad as the two above cases? Or is the rule more about having a standardized unambiguous order for the sake of consistency and predictability even if there was nothing semantically messed up without that rule.
Comment 34 Victor Grousset/tuxayo 2023-08-03 22:04:36 UTC
splat => split (past participle)
Comment 35 Heather 2023-08-04 15:53:11 UTC
Hi!

I think it would be an OK fix if it sorts " "(space) after hyphens and other punctuation, because that is clear to the user.  It may not comply exactly to Library of Congress Filing Rules, but Koha is for the whole world and not everyone wants to comply with Library of Congress Filing Rules!  A fix is NEEDED to make it better, and this would be better.

I think it is for a developer to say if it is easier and quicker to make this patch comply to Library of Congress Filing Rules (i.e., treat hyphens, commas, etc. as spaces) NOW and delay the fix, or just get this fix out there to make it better now and create another bug to let the library decide if they want spaces sorted after hyphens & other punctuation, or to have hyphens & commas & such treated as spaces in the sorting (via a new syspref?).

--h2
Comment 36 Victor Grousset/tuxayo 2023-08-05 01:29:34 UTC
> It may not comply exactly to Library of Congress Filing Rules, but Koha is for the whole world and not everyone wants to comply with Library of Congress Filing Rules!

That wouldn't prevent someone to submit a change in another ticket to implement the Library of Congress Filing Rules. From a functional POV if there is no other convention that this would conflict with, then there wouldn't be an issue to change that last sorting rule.


> I think it is for a developer to say if it is easier and quicker to make this patch comply to Library of Congress Filing Rules (i.e., treat hyphens, commas, etc. as spaces)

About that, I'm not sure there is a config in ICU or Elastic that changes only what we need without messing up all the rest. For reference if someone wants to dig into that:
https://www.elastic.co/guide/en/elasticsearch/plugins/7.17/analysis-icu-collation-keyword-field.html
https://unicode-org.github.io/icu-docs/apidoc/released/icu4j/com/ibm/icu/text/Collator.html

> or just get this fix out there to make it better now 

We might be in this situation. It seems getting the last detail (which isn't strictly the initial report but a thread that lead us to a clew of yarn ^^) suddenly greatly raises the time to make a working solution.

Other than that, the current proposal has no known potential issue, right?
Comment 37 Victor Grousset/tuxayo 2023-08-31 19:10:22 UTC
> 1 - Create authorities with main headings like below and confirm they sort in the order shown
> Hand blows
> Hand book for Prospect Park
> Hand (Fictitious character)
> Hand in glove
> Hand-ball
> Handbok for sangere
> Handbook for adventure
> Hande im Pflug
> Hands in the past
> Handu

nope T_T

i get this:
 Hand (Fictitious character) 
 Hand blows 
 Hand book for Prospect Park 
 Hand in glove 
 Hand-ball 
 Handbok for sangere 
 Handbook for adventure 
 Hande im Pflug 
 Hands in the past 
 Handu 

With ES 7 and opensearch 1.x
And I double checked not using zebra instead of ES.
My koha (ktd) was started with the patch already applied.

Any idea of what could go wrong? Any implicit step before the 1st in the test plan ?
Comment 38 Victor Grousset/tuxayo 2023-08-31 19:35:53 UTC
Another question: how does this change work for existing instances?
I had a koha on main/master.
- applied the patch
- restarted the ES container (waited for it to finish)
- restarted services
- reindexed (because the container didn't have persistence)
    misc/search_tools/rebuild_elasticsearch.pl -v -d


And the search still had the same order :o


---


> 3 - Test biblio search sorting as well (title, author, etc)

Is it about just making sure the catalogue search and the an:XX syntax give sane results or something more specific?
Comment 39 Nick Clemens (kidclamp) 2023-09-07 17:57:24 UTC
(In reply to Victor Grousset/tuxayo from comment #38)
> Another question: how does this change work for existing instances?
> I had a koha on main/master.
> - applied the patch
> - restarted the ES container (waited for it to finish)
> - restarted services
> - reindexed (because the container didn't have persistence)
>     misc/search_tools/rebuild_elasticsearch.pl -v -d
> 
> 
> And the search still had the same order :o
> 
> 
> ---
> 
> 
> > 3 - Test biblio search sorting as well (title, author, etc)
> 
> Is it about just making sure the catalogue search and the an:XX syntax give
> sane results or something more specific?

Try -r instead of -d and confirm you are using ktd and/or confirm your koha-conf is pointing to the updated file form this patch:
362  <!-- Uncomment the following line if you want to override the Elasticsearch default field settings -->
363  <!-- <elasticsearch_field_config>/etc/koha/sites/kohadev/searchengine/elasticsearch/field_config.yaml</elasticsea    rch_field_config> -->
Comment 40 Victor Grousset/tuxayo 2023-09-10 03:25:24 UTC
> confirm your koha-conf is pointing to the updated file form this patch:

It's as expected commented. So then it would use the default (updating by this patch):
$config_file ||= C4::Context->config('intranetdir') . '/admin/searchengine/elasticsearch/index_config.yaml';



> confirm you are using ktd

yes, even more «My koha (ktd) was started with the patch already applied.»

So in any case, the field_config.yaml is the right and no need to reindex or reset the mappings (thanks for the -r, I'll keep that in mind)

Retried and still got a wrong order, hmmm ﷐[U+1F614]﷑
Comment 41 Nick Clemens (kidclamp) 2023-09-11 11:44:56 UTC
(In reply to Victor Grousset/tuxayo from comment #37)
> > 1 - Create authorities with main headings like below and confirm they sort in the order shown
> > Hand blows
> > Hand book for Prospect Park
> > Hand (Fictitious character)
> > Hand in glove
> > Hand-ball
> > Handbok for sangere
> > Handbook for adventure
> > Hande im Pflug
> > Hands in the past
> > Handu
> 
> nope T_T
> 
> i get this:
>  Hand (Fictitious character) 
>  Hand blows 
>  Hand book for Prospect Park 
>  Hand in glove 
>  Hand-ball 
>  Handbok for sangere 
>  Handbook for adventure 
>  Hande im Pflug 
>  Hands in the past 
>  Handu 
> 
> With ES 7 and opensearch 1.x
> And I double checked not using zebra instead of ES.
> My koha (ktd) was started with the patch already applied.
> 
> Any idea of what could go wrong? Any implicit step before the 1st in the
> test plan ?

Restesting, this is what I get, and rereading, this is what is expected with quaternary - it considers differences at the 4th level, meaning accents and punctuation are both considered

So "Hand (Fictitious character)" comes first because the space and then the '(' come before the letters

It makes other things sort too:
hand book for Prospect Park
Hand book for Prospect Park
Hand boôk for Prospect Park
Hand böok for Prospect Park

It seems what we want is "punctuation ignored, but whitespace not ignored" but I don't seem to find that option:
https://unicode-org.github.io/icu/userguide/collation/architecture.html#strength-level
https://unicode-org.github.io/icu/userguide/collation/customization/ignorepunct.html
Comment 42 Victor Grousset/tuxayo 2023-09-11 18:44:41 UTC
> Restesting, this is what I get, and rereading, this is what is expected with quaternary - it considers differences at the 4th level, meaning accents and punctuation are both considered

oops so the patch doesn't match the specs/test plan.

So "strength: quaternary" is still better than "alternate: shifted", right? And better than the current sorting.

Not sure there is another low cost alternative from all the previous comments.
Comment 43 Victor Grousset/tuxayo 2023-09-11 19:59:18 UTC
> It seems what we want is "punctuation ignored, but whitespace not ignored" but I don't seem to find that option:

So in ICU itself there isn't that option, it's not about the analysis-icu plugin that doesn't expose them?

Asked in the ICU support mailing list, let's see if we get something :)
Comment 44 Victor Grousset/tuxayo 2023-09-12 17:05:04 UTC
https://sourceforge.net/p/icu/mailman/icu-support/thread/d1a3c944-02a7-4cc0-87ad-4ad30b773967%40tuxayo.net/#msg37894734

Someone said:

> I think you might be able to get that by reordering spaces above punctuation, and setting the first non ignorable to be the first space.

Does anyone know if we can do such a thing? ^^"
Comment 45 Victor Grousset/tuxayo 2023-09-15 19:33:37 UTC
https://sourceforge.net/p/icu/mailman/icu-support/thread/d1a3c944-02a7-4cc0-87ad-4ad30b773967%40tuxayo.net/#msg37895241

> > I think you might be able to get that by reordering spaces above
> > punctuation, and setting the first non ignorable to be the first space.
> >
> 
> No, I am pretty sure that alternate=shifted compares the primary weight
> with the maxVariable setting before script reordering.
> 
> I just tried this in the ICU Collation Demo
> <https://icu4c-demos.unicode.org/icu-bin/collation.html> with
> 
>    - rule "[reorder punct space]"
>    - alternate=shifted
>    - max variable=punct
> 
> and both spaces and punctuation get shifted/ignored.
> 
> So I don't think we have a way to ignore/shift anything other than
> "anything up to the max variable".
> 
> You might be best off pre-processing the strings, removing punctuation
> characters before sending the string into collation.

Quite over my head but it seems to confirm no way to get what we want with ICU config.


If the assumptions are correct
- punctuation ignored, but whitespace not ignored is our need
- strength: quaternary" is still better than "alternate: shifted" and better than the current sorting
  - might need more testing since it managed to masquerade as complying with the test plan ^^"

Then immediate move forward is go on with the "strength: quaternary" patch.
Comment 46 Aleisha Amohia 2024-09-26 20:12:00 UTC
(In reply to Victor Grousset/tuxayo from comment #45)
> 
> If the assumptions are correct
> - punctuation ignored, but whitespace not ignored is our need
> - strength: quaternary" is still better than "alternate: shifted" and better
> than the current sorting
>   - might need more testing since it managed to masquerade as complying with
> the test plan ^^"
> 
> Then immediate move forward is go on with the "strength: quaternary" patch.


In that case, I will set this patch to Needs signoff.
Comment 47 Phil Ringnalda 2024-10-04 18:58:15 UTC
Failing QA for not matching the test plan, then.

If strength: quaternary is actually in some way better than what we have now, we need a test plan that shows that, rather than one which lists what we really want to get but do not get from the patch :)
Comment 48 Victor Grousset/tuxayo 2024-10-08 20:41:36 UTC
(In reply to Aleisha Amohia from comment #46)
> In that case, I will set this patch to Needs signoff.

Great, thanks, let's move on that way :D


(In reply to Phil Ringnalda from comment #47)
> If strength: quaternary is actually in some way better than what we have
> now, we need a test plan that shows that, rather than one which lists what
> we really want to get but do not get from the patch :)

indeed, +1

Anyone welcome to propose an updated test plan and I would be happy to test. And replace the existing on the patch in case that's tedious or someone isn't versed into juggling with git and bugzilla.
Comment 49 Nick Clemens (kidclamp) 2024-10-24 13:28:15 UTC
Created attachment 173268 [details]
Sample auths for testing
Comment 50 Nick Clemens (kidclamp) 2024-10-24 13:29:39 UTC
I played with something like this here:
https://stackoverflow.com/questions/75646849/how-to-write-a-collation-rule-for-elasticsearch-icu-collation-keyword-field-wit

Editing the field_config to add:
    rules: "[reorder space punct Latn digit currency others]"
    alternate: non-ignorable


Moving around the things in rules you can get pretty close, still not 100%