add support in Vandelay for overlaying authorities during import using match sets

Bug #1171984 reported by Yamil on 2013-04-23
26
This bug affects 6 people
Affects Status Importance Assigned to Milestone
Evergreen
Wishlist
Unassigned

Bug Description

As of Eg 2.4 beta1 there is no support for overlaying authority records when performing a batch MARC import of authority records.

Bib records can be overlayed with match sets, but there is no support for overlaying authority records.

This whishlist bug is inspired by this previous bug report in which developers requested that a new bug be created...

https://bugs.launchpad.net/evergreen/+bug/867691 - Authority match sets are not working

Thanks to Mark Cooper for this original bug report

Yamil (ysuarez) on 2013-04-23
description: updated
Ben Shum (bshum) on 2013-04-25
Changed in evergreen:
milestone: none → 2.5.0-alpha
importance: Undecided → Wishlist
status: New → Triaged
Dan Wells (dbw2) on 2013-06-13
Changed in evergreen:
milestone: 2.5.0-m1 → none
Liam Whalen (whalen-ld) on 2014-01-10
Changed in evergreen:
assignee: nobody → Liam Whalen (whalen-ld)
Bill Erickson (berick) wrote :

Since match sets record type-agnostic, am I right that we basically just need an authority-focused version of the vandelay.match_bib_record() trigger to generate entries for vandelay.authority_match?

That plus rolling back the change applied in bug #867691

Bill Erickson (berick) wrote :

Meant to say, "since match sets *are* record type-agnostic..."

Bill Erickson (berick) wrote :

Thinking about this a little more... Adding full match set support with record attributes would be a significant project, since there is no concept of record attributes for authority records. An intermediate solution, which may be sufficient for most use cases, would be to support MARC tag/subfield matching only for authority match sets. As with bib records and metabib.full_rec, this would use the existing authority.full_rec data. In the UI, we could disable the record-attr selectors for authority match sets.

Unless, of course, there is pent up demand for authority record attributes...

Kathy Lussier (klussier) wrote :

Matching authorities based on tag/subfield matching seems reasonable to me.

Mike Rylander (mrylander) wrote :

ISTM we'd want to match on the heading, including thesaurus, no? There is a function to extract that already.

Bill Erickson (berick) wrote :

+1 to option for matching on the heading + thesaurus. Mike, are you referring to authority.normalize_heading()?

Bill Erickson (berick) wrote :

I've started working on code here:

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/berick/lp1171984-vand-auth-match-sets

This is rough, unsquashed code. Posting for comment. The main part so far is the XXXX.schema.authority_match_sets.sql DB upgrade, which adds support for MARC, normalized heading, and 901c matching for authority records.

TODO:
  -- add a match-heading option to the authority version of the match set builder UI
  -- fix some authority matches display problems in vandelay UI
  -- test all of the overlay options to be sure the mostly unused open-ils.vandelay authority code works (confirmed overlay-best works)
  -- integrate SQL changes into base schema files
  -- probably other stuff

Changed in evergreen:
assignee: Liam Whalen (whalen-ld) → Bill Erickson (erickson-esilibrary)
Bill Erickson (berick) wrote :

UI bits pushed for applying an exact normalized authority heading match to a match set point when creating/editing authority match sets. The option is hidden from bib match sets. Similarly, the record attribute selector is hidden from authority match sets. Either has access to MARC tags.

Bill Erickson (berick) wrote :

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/berick/lp1171984-vand-auth-match-sets

Update base schema files, squashed, and added release notes. Adding pullrequest.

I've tested a decent amount, but I have not tested every possible flavor of authority record import. Further testing, etc. appreciated.

tags: added: pullrequest
Changed in evergreen:
milestone: none → 2.next
status: Triaged → Confirmed
assignee: Bill Erickson (erickson-esilibrary) → nobody
Bill Erickson (berick) wrote :

While we're fixing bits of the authority-focused interfaces, I went ahead and pushed a fix to the same branch to address an issue with creating new authority record attributes.

Bill Erickson (berick) on 2015-02-12
Changed in evergreen:
milestone: 2.next → 2.8-beta
Bill Erickson (berick) wrote :

Pushed a (squashed) commit to recover the parens within the modified vandelay.match_set_point constraint. Thanks to Mike to pointing that out. New branch is also rebased to master.

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/berick/lp1171984-vand-auth-match-sets-rebase

Mike Rylander (mrylander) wrote :

Committed to master for great justice! Thanks, Bill.

Changed in evergreen:
status: Confirmed → Fix Committed
Changed in evergreen:
status: Fix Committed → Fix Released
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