Bug 37272 - Show only matching rules options for the type of record being imported in the MARC staging tool
Summary: Show only matching rules options for the type of record being imported in the...
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: Cataloging (show other bugs)
Version: Main
Hardware: All All
: P5 - low enhancement
Assignee: Bugs List
QA Contact: Testopia
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Reported: 2024-07-08 15:31 UTC by Caroline Cyr La Rose
Modified: 2024-07-24 11:47 UTC (History)
2 users (show)

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Description Caroline Cyr La Rose 2024-07-08 15:31:58 UTC
When staging MARC records for import, the form asks what type of records are being imported. When creating a matching rule, the form asks what type of records are being matched. However, when staging authority records for example, all the matching rules are displayed in the drop-down menu. I think it would be cleaner and easier to only show the matching rules for the type of record being imported.

To recreate:
1. Create a matching rule for bibliographic records, if you don't already have one
   1.1. Go to Administration > Record matching rules
   1.2. Click New record matching rule
   1.3. Fill out the form, making sure to use bibliographic type and bibliographic indexes
        - Code: ISBN
        - Description: 020$a
        - Match threshold: 1000
        - Record type: Bibliographic record
        - Match point 1
          - Search index: isbn
          - Score: 1000
          - Tag: 020
          - Subfield: a
          - Normalization rule: ISBN
   1.4. Click Save

2. Create a matching rule for authority records, if you don't already have one
   2.1. Go to Administration > Record matching rules
   2.2. Click New record matching rule   
   2.3. Fill out the form, making sure to use authority type and authority indexes
        - Code: HEADING
        - Description: Authority headings
        - Match threshold: 100
        - Record type: Authority record
        - Match point 1
          - Search index: heading-main
          - Score: 100
          - Tag: 100
          - Subfield: a
   2.4. Click Save

3. Go to Cataloging > Stage records for import
4. Click Choose file and choose a file (doesn't matter the file, we just need the rest of the form to be displayed)
5. Click Upload file
6. Choose Record type: Bibliographic
7. Check the matching rules
   --> All the matching rules are there, including the authority rules
8. Change the record type to Authority
9. Check the matching rules
   --> All the matching rules are there, including the bibliographic rules