3 # Copyright (C) 2007 LibLime, 2012 C & P Bibliography Services
5 # This file is part of Koha.
7 # Koha is free software; you can redistribute it and/or modify it under the
8 # terms of the GNU General Public License as published by the Free Software
9 # Foundation; either version 2 of the License, or (at your option) any later
12 # Koha is distributed in the hope that it will be useful, but WITHOUT ANY
13 # WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
14 # A PARTICULAR PURPOSE. See the GNU General Public License for more details.
16 # You should have received a copy of the GNU General Public License along
17 # with Koha; if not, write to the Free Software Foundation, Inc.,
18 # 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA.
26 use vars
qw($VERSION);
29 # set the version for version checking
30 $VERSION = 3.07.00.049;
35 C4::Matcher - find MARC records matching another one
39 my @matchers = C4::Matcher::GetMatcherList();
41 my $matcher = C4::Matcher->new($record_type);
42 $matcher->threshold($threshold);
43 $matcher->code($code);
44 $matcher->description($description);
46 $matcher->add_simple_matchpoint('isbn', 1000, '020', 'a', -1, 0, '');
47 $matcher->add_simple_matchpoint('Date', 1000, '008', '', 7, 4, '');
48 $matcher->add_matchpoint('isbn', 1000, [ { tag => '020', subfields => 'a', norms => [] } ]);
50 $matcher->add_simple_required_check('245', 'a', -1, 0, '', '245', 'a', -1, 0, '');
51 $matcher->add_required_check([ { tag => '245', subfields => 'a', norms => [] } ],
52 [ { tag => '245', subfields => 'a', norms => [] } ]);
54 my @matches = $matcher->get_matches($marc_record, $max_matches);
56 foreach $match (@matches) {
58 # matches already sorted in order of
60 print "record ID: $match->{'record_id'};
61 print "score: $match->{'score'};
65 my $matcher_description = $matcher->dump();
73 my @matchers = C4::Matcher::GetMatcherList();
75 Returns an array of hashrefs list all matchers
76 present in the database. Each hashref includes:
85 my $dbh = C4::Context->dbh;
87 my $sth = $dbh->prepare_cached("SELECT matcher_id, code, description FROM marc_matchers ORDER BY matcher_id");
90 while (my $row = $sth->fetchrow_hashref) {
98 my $matcher_id = C4::Matcher::GetMatcherId($code);
100 Returns the matcher_id of a code.
106 my $dbh = C4::Context->dbh;
108 my $matcher_id = $dbh->selectrow_array("SELECT matcher_id FROM marc_matchers WHERE code = ?", undef, $code);
116 my $matcher = C4::Matcher->new($record_type, $threshold);
118 Creates a new Matcher. C<$record_type> indicates which search
119 database to use, e.g., 'biblio' or 'authority' and defaults to
120 'biblio', while C<$threshold> is the minimum score required for a match
121 and defaults to 1000.
129 $self->{'id'} = undef;
132 $self->{'record_type'} = shift;
134 $self->{'record_type'} = 'biblio';
138 $self->{'threshold'} = shift;
140 $self->{'threshold'} = 1000;
143 $self->{'code'} = '';
144 $self->{'description'} = '';
146 $self->{'matchpoints'} = [];
147 $self->{'required_checks'} = [];
155 my $matcher = C4::Matcher->fetch($id);
157 Creates a matcher object from the version stored
158 in the database. If a matcher with the given
159 id does not exist, returns undef.
166 my $dbh = C4::Context->dbh();
168 my $sth = $dbh->prepare_cached("SELECT * FROM marc_matchers WHERE matcher_id = ?");
170 my $row = $sth->fetchrow_hashref;
172 return undef unless defined $row;
175 $self->{'id'} = $row->{'matcher_id'};
176 $self->{'record_type'} = $row->{'record_type'};
177 $self->{'code'} = $row->{'code'};
178 $self->{'description'} = $row->{'description'};
179 $self->{'threshold'} = int($row->{'threshold'});
183 $self->{'matchpoints'} = [];
184 $sth = $dbh->prepare_cached("SELECT * FROM matcher_matchpoints WHERE matcher_id = ? ORDER BY matchpoint_id");
185 $sth->execute($self->{'id'});
186 while (my $row = $sth->fetchrow_hashref) {
187 my $matchpoint = $self->_fetch_matchpoint($row->{'matchpoint_id'});
188 push @{ $self->{'matchpoints'} }, $matchpoint;
192 $self->{'required_checks'} = [];
193 $sth = $dbh->prepare_cached("SELECT * FROM matchchecks WHERE matcher_id = ? ORDER BY matchcheck_id");
194 $sth->execute($self->{'id'});
195 while (my $row = $sth->fetchrow_hashref) {
196 my $source_matchpoint = $self->_fetch_matchpoint($row->{'source_matchpoint_id'});
197 my $target_matchpoint = $self->_fetch_matchpoint($row->{'target_matchpoint_id'});
199 $matchcheck->{'source_matchpoint'} = $source_matchpoint;
200 $matchcheck->{'target_matchpoint'} = $target_matchpoint;
201 push @{ $self->{'required_checks'} }, $matchcheck;
207 sub _fetch_matchpoint {
209 my $matchpoint_id = shift;
211 my $dbh = C4::Context->dbh;
212 my $sth = $dbh->prepare_cached("SELECT * FROM matchpoints WHERE matchpoint_id = ?");
213 $sth->execute($matchpoint_id);
214 my $row = $sth->fetchrow_hashref;
216 $matchpoint->{'index'} = $row->{'search_index'};
217 $matchpoint->{'score'} = int($row->{'score'});
220 $matchpoint->{'components'} = [];
221 $sth = $dbh->prepare_cached("SELECT * FROM matchpoint_components WHERE matchpoint_id = ? ORDER BY sequence");
222 $sth->execute($matchpoint_id);
223 while ($row = $sth->fetchrow_hashref) {
225 $component->{'tag'} = $row->{'tag'};
226 $component->{'subfields'} = { map { $_ => 1 } split(//, $row->{'subfields'}) };
227 $component->{'offset'} = int($row->{'offset'});
228 $component->{'length'} = int($row->{'length'});
229 $component->{'norms'} = [];
230 my $sth2 = $dbh->prepare_cached("SELECT *
231 FROM matchpoint_component_norms
232 WHERE matchpoint_component_id = ? ORDER BY sequence");
233 $sth2->execute($row->{'matchpoint_component_id'});
234 while (my $row2 = $sth2->fetchrow_hashref) {
235 push @{ $component->{'norms'} }, $row2->{'norm_routine'};
237 push @{ $matchpoint->{'components'} }, $component;
244 my $id = $matcher->store();
246 Stores matcher in database. The return value is the ID
247 of the marc_matchers row. If the matcher was
248 previously retrieved from the database via the fetch()
249 method, the DB representation of the matcher
257 if (defined $self->{'id'}) {
259 $self->_del_matcher_components();
260 $self->_update_marc_matchers();
263 $self->_new_marc_matchers();
265 $self->_store_matcher_components();
266 return $self->{'id'};
269 sub _del_matcher_components {
272 my $dbh = C4::Context->dbh();
273 my $sth = $dbh->prepare_cached("DELETE FROM matchpoints WHERE matcher_id = ?");
274 $sth->execute($self->{'id'});
275 $sth = $dbh->prepare_cached("DELETE FROM matchchecks WHERE matcher_id = ?");
276 $sth->execute($self->{'id'});
277 # foreign key delete cascades take care of deleting relevant rows
278 # from matcher_matchpoints, matchpoint_components, and
279 # matchpoint_component_norms
282 sub _update_marc_matchers {
285 my $dbh = C4::Context->dbh();
286 my $sth = $dbh->prepare_cached("UPDATE marc_matchers
291 WHERE matcher_id = ?");
292 $sth->execute($self->{'code'}, $self->{'description'}, $self->{'record_type'}, $self->{'threshold'}, $self->{'id'});
295 sub _new_marc_matchers {
298 my $dbh = C4::Context->dbh();
299 my $sth = $dbh->prepare_cached("INSERT INTO marc_matchers
300 (code, description, record_type, threshold)
301 VALUES (?, ?, ?, ?)");
302 $sth->execute($self->{'code'}, $self->{'description'}, $self->{'record_type'}, $self->{'threshold'});
303 $self->{'id'} = $dbh->{'mysql_insertid'};
306 sub _store_matcher_components {
309 my $dbh = C4::Context->dbh();
311 my $matcher_id = $self->{'id'};
312 foreach my $matchpoint (@{ $self->{'matchpoints'}}) {
313 my $matchpoint_id = $self->_store_matchpoint($matchpoint);
314 $sth = $dbh->prepare_cached("INSERT INTO matcher_matchpoints (matcher_id, matchpoint_id)
316 $sth->execute($matcher_id, $matchpoint_id);
318 foreach my $matchcheck (@{ $self->{'required_checks'} }) {
319 my $source_matchpoint_id = $self->_store_matchpoint($matchcheck->{'source_matchpoint'});
320 my $target_matchpoint_id = $self->_store_matchpoint($matchcheck->{'target_matchpoint'});
321 $sth = $dbh->prepare_cached("INSERT INTO matchchecks
322 (matcher_id, source_matchpoint_id, target_matchpoint_id)
324 $sth->execute($matcher_id, $source_matchpoint_id, $target_matchpoint_id);
329 sub _store_matchpoint {
331 my $matchpoint = shift;
333 my $dbh = C4::Context->dbh();
335 my $matcher_id = $self->{'id'};
336 $sth = $dbh->prepare_cached("INSERT INTO matchpoints (matcher_id, search_index, score)
338 $sth->execute($matcher_id, $matchpoint->{'index'}, $matchpoint->{'score'});
339 my $matchpoint_id = $dbh->{'mysql_insertid'};
341 foreach my $component (@{ $matchpoint->{'components'} }) {
343 $sth = $dbh->prepare_cached("INSERT INTO matchpoint_components
344 (matchpoint_id, sequence, tag, subfields, offset, length)
345 VALUES (?, ?, ?, ?, ?, ?)");
346 $sth->bind_param(1, $matchpoint_id);
347 $sth->bind_param(2, $seqnum);
348 $sth->bind_param(3, $component->{'tag'});
349 $sth->bind_param(4, join "", sort keys %{ $component->{'subfields'} });
350 $sth->bind_param(5, $component->{'offset'});
351 $sth->bind_param(6, $component->{'length'});
353 my $matchpoint_component_id = $dbh->{'mysql_insertid'};
355 foreach my $norm (@{ $component->{'norms'} }) {
357 $sth = $dbh->prepare_cached("INSERT INTO matchpoint_component_norms
358 (matchpoint_component_id, sequence, norm_routine)
360 $sth->execute($matchpoint_component_id, $normseq, $norm);
363 return $matchpoint_id;
369 C4::Matcher->delete($id);
371 Deletes the matcher of the specified ID
378 my $matcher_id = shift;
380 my $dbh = C4::Context->dbh;
381 my $sth = $dbh->prepare("DELETE FROM marc_matchers WHERE matcher_id = ?");
382 $sth->execute($matcher_id); # relying on cascading deletes to clean up everything
387 $matcher->record_type('biblio');
388 my $record_type = $matcher->record_type();
396 @_ ? $self->{'record_type'} = shift : $self->{'record_type'};
401 $matcher->threshold(1000);
402 my $threshold = $matcher->threshold();
410 @_ ? $self->{'threshold'} = shift : $self->{'threshold'};
416 my $id = $matcher->_id();
418 Accessor method. Note that using this method
419 to set the DB ID of the matcher should not be
420 done outside of the editing CGI.
426 @_ ? $self->{'id'} = shift : $self->{'id'};
431 $matcher->code('ISBN');
432 my $code = $matcher->code();
440 @_ ? $self->{'code'} = shift : $self->{'code'};
445 $matcher->description('match on ISBN');
446 my $description = $matcher->description();
454 @_ ? $self->{'description'} = shift : $self->{'description'};
457 =head2 add_matchpoint
459 $matcher->add_matchpoint($index, $score, $matchcomponents);
461 Adds a matchpoint that may include multiple components. The $index
462 parameter identifies the index that will be searched, while $score
463 is the weight that will be added if a match is found.
465 $matchcomponents should be a reference to an array of matchpoint
466 compoents, each of which should be a hash containing the following
474 The normalization_rules value should in turn be a reference to an
475 array, each element of which should be a reference to a
476 normalization subroutine (under C4::Normalize) to be applied
477 to the source string.
483 my ($index, $score, $matchcomponents) = @_;
486 $matchpoint->{'index'} = $index;
487 $matchpoint->{'score'} = $score;
488 $matchpoint->{'components'} = [];
489 foreach my $input_component (@{ $matchcomponents }) {
490 push @{ $matchpoint->{'components'} }, _parse_match_component($input_component);
492 push @{ $self->{'matchpoints'} }, $matchpoint;
495 =head2 add_simple_matchpoint
497 $matcher->add_simple_matchpoint($index, $score, $source_tag,
498 $source_subfields, $source_offset,
499 $source_length, $source_normalizer);
502 Adds a simple matchpoint rule -- after composing a key based on the source tag and subfields,
503 normalized per the normalization fuction, search the index. All records retrieved
504 will receive the assigned score.
508 sub add_simple_matchpoint {
510 my ($index, $score, $source_tag, $source_subfields, $source_offset, $source_length, $source_normalizer) = @_;
512 $self->add_matchpoint($index, $score, [
513 { tag => $source_tag, subfields => $source_subfields,
514 offset => $source_offset, 'length' => $source_length,
515 norms => [ $source_normalizer ]
520 =head2 add_required_check
522 $match->add_required_check($source_matchpoint, $target_matchpoint);
524 Adds a required check definition. A required check means that in
525 order for a match to be considered valid, the key derived from the
526 source (incoming) record must match the key derived from the target
527 (already in DB) record.
529 Unlike a regular matchpoint, only the first repeat of each tag
530 in the source and target match criteria are considered.
532 A typical example of a required check would be verifying that the
533 titles and publication dates match.
535 $source_matchpoint and $target_matchpoint are each a reference to
536 an array of hashes, where each hash follows the same definition
537 as the matchpoint component specification in add_matchpoint, i.e.,
545 The normalization_rules value should in turn be a reference to an
546 array, each element of which should be a reference to a
547 normalization subroutine (under C4::Normalize) to be applied
548 to the source string.
552 sub add_required_check {
554 my ($source_matchpoint, $target_matchpoint) = @_;
557 $matchcheck->{'source_matchpoint'}->{'index'} = '';
558 $matchcheck->{'source_matchpoint'}->{'score'} = 0;
559 $matchcheck->{'source_matchpoint'}->{'components'} = [];
560 $matchcheck->{'target_matchpoint'}->{'index'} = '';
561 $matchcheck->{'target_matchpoint'}->{'score'} = 0;
562 $matchcheck->{'target_matchpoint'}->{'components'} = [];
563 foreach my $input_component (@{ $source_matchpoint }) {
564 push @{ $matchcheck->{'source_matchpoint'}->{'components'} }, _parse_match_component($input_component);
566 foreach my $input_component (@{ $target_matchpoint }) {
567 push @{ $matchcheck->{'target_matchpoint'}->{'components'} }, _parse_match_component($input_component);
569 push @{ $self->{'required_checks'} }, $matchcheck;
572 =head2 add_simple_required_check
574 $matcher->add_simple_required_check($source_tag, $source_subfields,
575 $source_offset, $source_length, $source_normalizer,
576 $target_tag, $target_subfields, $target_offset,
577 $target_length, $target_normalizer);
579 Adds a required check, which requires that the normalized keys made from the source and targets
580 must match for a match to be considered valid.
584 sub add_simple_required_check {
586 my ($source_tag, $source_subfields, $source_offset, $source_length, $source_normalizer,
587 $target_tag, $target_subfields, $target_offset, $target_length, $target_normalizer) = @_;
589 $self->add_required_check(
590 [ { tag => $source_tag, subfields => $source_subfields, offset => $source_offset, 'length' => $source_length,
591 norms => [ $source_normalizer ] } ],
592 [ { tag => $target_tag, subfields => $target_subfields, offset => $target_offset, 'length' => $target_length,
593 norms => [ $target_normalizer ] } ]
599 my @matches = $matcher->get_matches($marc_record, $max_matches);
600 foreach $match (@matches) {
601 # matches already sorted in order of
603 print "record ID: $match->{'record_id'};
604 print "score: $match->{'score'};
607 Identifies all of the records matching the given MARC record. For a record already
608 in the database to be considered a match, it must meet the following criteria:
612 =item 1. Total score from its matching field must exceed the supplied threshold.
614 =item 2. It must pass all required checks.
618 Only the top $max_matches matches are returned. The returned array is sorted
619 in order of decreasing score, i.e., the best match is first.
625 my ($source_record, $max_matches) = @_;
630 $QParser = C4::Context->queryparser if (C4::Context->preference('UseQueryParser'));
631 foreach my $matchpoint (@{ $self->{'matchpoints'} }) {
632 my @source_keys = _get_match_keys($source_record, $matchpoint);
633 next if scalar(@source_keys) == 0;
640 $query = join(" || ", map { "$matchpoint->{'index'}:$_" } @source_keys);
642 ($error, $searchresults, $total_hits) = C4::Search::SimpleSearch($query, 0, $max_matches, [ $self->{'record_type'} . 'server' ] );
644 if ($self->{'record_type'} eq 'biblio') {
645 $query = join(" or ", map { "$matchpoint->{'index'}=$_" } @source_keys);
647 ($error, $searchresults, $total_hits) = C4::Search::SimpleSearch($query, 0, $max_matches);
648 } elsif ($self->{'record_type'} eq 'authority') {
655 foreach my $key (@source_keys) {
656 push @marclist, $matchpoint->{'index'};
658 push @operator, 'exact';
661 require C4::AuthoritiesMarc;
662 ($authresults, $total_hits) = C4::AuthoritiesMarc::SearchAuthorities(
663 \@marclist, \@and_or, \@excluding, \@operator,
664 \@value, 0, 20, undef, 'AuthidAsc', 1
666 foreach my $result (@$authresults) {
667 push @$searchresults, $result->{'authid'};
672 if (defined $error ) {
673 warn "search failed ($query) $error";
675 foreach my $matched (@{$searchresults}) {
676 $matches{$matched} += $matchpoint->{'score'};
681 # get rid of any that don't meet the threshold
682 %matches = map { ($matches{$_} >= $self->{'threshold'}) ? ($_ => $matches{$_}) : () } keys %matches;
684 # get rid of any that don't meet the required checks
685 %matches = map { _passes_required_checks($source_record, $_, $self->{'required_checks'}) ? ($_ => $matches{$_}) : () }
686 keys %matches unless ($self->{'record_type'} eq 'auth');
689 if ($self->{'record_type'} eq 'biblio') {
691 foreach my $marcblob (keys %matches) {
692 my $target_record = MARC::Record->new_from_usmarc($marcblob);
694 my $result = C4::Biblio::TransformMarcToKoha(C4::Context->dbh, $target_record, '');
695 $record_number = $result->{'biblionumber'};
696 push @results, { 'record_id' => $record_number, 'score' => $matches{$marcblob} };
698 } elsif ($self->{'record_type'} eq 'authority') {
699 require C4::AuthoritiesMarc;
700 foreach my $authid (keys %matches) {
701 push @results, { 'record_id' => $authid, 'score' => $matches{$authid} };
704 @results = sort { $b->{'score'} cmp $a->{'score'} } @results;
705 if (scalar(@results) > $max_matches) {
706 @results = @results[0..$max_matches-1];
714 $description = $matcher->dump();
716 Returns a reference to a structure containing all of the information
717 in the matcher object. This is mainly a convenience method to
718 aid setting up a HTML editing form.
727 $result->{'matcher_id'} = $self->{'id'};
728 $result->{'code'} = $self->{'code'};
729 $result->{'description'} = $self->{'description'};
730 $result->{'record_type'} = $self->{'record_type'};
732 $result->{'matchpoints'} = [];
733 foreach my $matchpoint (@{ $self->{'matchpoints'} }) {
734 push @{ $result->{'matchpoints'} }, $matchpoint;
736 $result->{'matchchecks'} = [];
737 foreach my $matchcheck (@{ $self->{'required_checks'} }) {
738 push @{ $result->{'matchchecks'} }, $matchcheck;
744 sub _passes_required_checks {
745 my ($source_record, $target_blob, $matchchecks) = @_;
746 my $target_record = MARC::Record->new_from_usmarc($target_blob); # FIXME -- need to avoid parsing record twice
748 # no checks supplied == automatic pass
749 return 1 if $#{ $matchchecks } == -1;
751 foreach my $matchcheck (@{ $matchchecks }) {
752 my $source_key = join "", _get_match_keys($source_record, $matchcheck->{'source_matchpoint'});
753 my $target_key = join "", _get_match_keys($target_record, $matchcheck->{'target_matchpoint'});
754 return 0 unless $source_key eq $target_key;
759 sub _get_match_keys {
760 my $source_record = shift;
761 my $matchpoint = shift;
762 my $check_only_first_repeat = @_ ? shift : 0;
764 # If there is more than one component to the matchpoint (e.g.,
765 # matchpoint includes both 003 and 001), any repeats
766 # of the first component's tag are identified; repeats
767 # of the subsequent components' tags are appended to
768 # each parallel key dervied from the first component,
769 # up to the number of repeats of the first component's tag.
771 # For example, if the record has one 003 and two 001s, only
772 # one key is retrieved because there is only one 003. The key
773 # will consist of the contents of the first 003 and first 001.
775 # If there are two 003s and two 001s, there will be two keys:
776 # first 003 + first 001
777 # second 003 + second 001
780 for (my $i = 0; $i <= $#{ $matchpoint->{'components'} }; $i++) {
781 my $component = $matchpoint->{'components'}->[$i];
783 FIELD: foreach my $field ($source_record->field($component->{'tag'})) {
785 last FIELD if $j > 0 and $check_only_first_repeat;
786 last FIELD if $i > 0 and $j > $#keys;
789 if ($field->is_control_field()) {
790 $string=$field->data();
792 foreach my $subfield ($field->subfields()) {
793 if (exists $component->{'subfields'}->{$subfield->[0]}) {
794 $string .= " " . $subfield->[1];
798 if ($component->{'length'}>0) {
799 $string= substr($string, $component->{'offset'}, $component->{'length'});
800 # FIXME normalize, substr
801 } elsif ($component->{'offset'}) {
802 $string= substr($string, $component->{'offset'});
804 $key = _normalize($string);
806 push @keys, $key if $key;
808 $keys[$j] .= " $key" if $key;
816 sub _parse_match_component {
817 my $input_component = shift;
820 $component->{'tag'} = $input_component->{'tag'};
821 $component->{'subfields'} = { map { $_ => 1 } split(//, $input_component->{'subfields'}) };
822 $component->{'offset'} = exists($input_component->{'offset'}) ? $input_component->{'offset'} : -1;
823 $component->{'length'} = $input_component->{'length'} ? $input_component->{'length'} : 0;
824 $component->{'norms'} = $input_component->{'norms'} ? $input_component->{'norms'} : [];
829 # FIXME - default normalizer
831 my $value = uc shift;
832 $value =~ s/[.;:,\]\[\)\(\/'"]//g;
834 #$value =~ s/^\s+$//;
837 #$value =~ s/[.;,\]\[\)\(\/"']//g;
846 Koha Development Team <http://koha-community.org/>
848 Galen Charlton <galen.charlton@liblime.com>