3 # Copyright (C) 2007 LibLime
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.
28 use vars
qw($VERSION);
31 # set the version for version checking
37 C4::Matcher - find MARC records matching another one
41 my @matchers = C4::Matcher::GetMatcherList();
43 my $matcher = C4::Matcher->new($record_type);
44 $matcher->threshold($threshold);
45 $matcher->code($code);
46 $matcher->description($description);
48 $matcher->add_simple_matchpoint('isbn', 1000, '020', 'a', -1, 0, '');
49 $matcher->add_simple_matchpoint('Date', 1000, '008', '', 7, 4, '');
50 $matcher->add_matchpoint('isbn', 1000, [ { tag => '020', subfields => 'a', norms => [] } ]);
52 $matcher->add_simple_required_check('245', 'a', -1, 0, '', '245', 'a', -1, 0, '');
53 $matcher->add_required_check([ { tag => '245', subfields => 'a', norms => [] } ],
54 [ { tag => '245', subfields => 'a', norms => [] } ]);
56 my @matches = $matcher->get_matches($marc_record, $max_matches);
58 foreach $match (@matches) {
60 # matches already sorted in order of
62 print "record ID: $match->{'record_id'};
63 print "score: $match->{'score'};
67 my $matcher_description = $matcher->dump();
75 my @matchers = C4::Matcher::GetMatcherList();
77 Returns an array of hashrefs list all matchers
78 present in the database. Each hashref includes:
87 my $dbh = C4::Context->dbh;
89 my $sth = $dbh->prepare_cached("SELECT matcher_id, code, description FROM marc_matchers ORDER BY matcher_id");
92 while (my $row = $sth->fetchrow_hashref) {
100 my $matcher_id = C4::Matcher::GetMatcherId($code);
102 Returns the matcher_id of a code.
108 my $dbh = C4::Context->dbh;
110 my $matcher_id = $dbh->selectrow_array("SELECT matcher_id FROM marc_matchers WHERE code = ?", undef, $code);
118 my $matcher = C4::Matcher->new($record_type, $threshold);
120 Creates a new Matcher. C<$record_type> indicates which search
121 database to use, e.g., 'biblio' or 'authority' and defaults to
122 'biblio', while C<$threshold> is the minimum score required for a match
123 and defaults to 1000.
131 $self->{'id'} = undef;
134 $self->{'record_type'} = shift;
136 $self->{'record_type'} = 'biblio';
140 $self->{'threshold'} = shift;
142 $self->{'threshold'} = 1000;
145 $self->{'code'} = '';
146 $self->{'description'} = '';
148 $self->{'matchpoints'} = [];
149 $self->{'required_checks'} = [];
157 my $matcher = C4::Matcher->fetch($id);
159 Creates a matcher object from the version stored
160 in the database. If a matcher with the given
161 id does not exist, returns undef.
168 my $dbh = C4::Context->dbh();
170 my $sth = $dbh->prepare_cached("SELECT * FROM marc_matchers WHERE matcher_id = ?");
172 my $row = $sth->fetchrow_hashref;
174 return undef unless defined $row;
177 $self->{'id'} = $row->{'matcher_id'};
178 $self->{'record_type'} = $row->{'record_type'};
179 $self->{'code'} = $row->{'code'};
180 $self->{'description'} = $row->{'description'};
181 $self->{'threshold'} = int($row->{'threshold'});
185 $self->{'matchpoints'} = [];
186 $sth = $dbh->prepare_cached("SELECT * FROM matcher_matchpoints WHERE matcher_id = ? ORDER BY matchpoint_id");
187 $sth->execute($self->{'id'});
188 while (my $row = $sth->fetchrow_hashref) {
189 my $matchpoint = $self->_fetch_matchpoint($row->{'matchpoint_id'});
190 push @{ $self->{'matchpoints'} }, $matchpoint;
194 $self->{'required_checks'} = [];
195 $sth = $dbh->prepare_cached("SELECT * FROM matchchecks WHERE matcher_id = ? ORDER BY matchcheck_id");
196 $sth->execute($self->{'id'});
197 while (my $row = $sth->fetchrow_hashref) {
198 my $source_matchpoint = $self->_fetch_matchpoint($row->{'source_matchpoint_id'});
199 my $target_matchpoint = $self->_fetch_matchpoint($row->{'target_matchpoint_id'});
201 $matchcheck->{'source_matchpoint'} = $source_matchpoint;
202 $matchcheck->{'target_matchpoint'} = $target_matchpoint;
203 push @{ $self->{'required_checks'} }, $matchcheck;
209 sub _fetch_matchpoint {
211 my $matchpoint_id = shift;
213 my $dbh = C4::Context->dbh;
214 my $sth = $dbh->prepare_cached("SELECT * FROM matchpoints WHERE matchpoint_id = ?");
215 $sth->execute($matchpoint_id);
216 my $row = $sth->fetchrow_hashref;
218 $matchpoint->{'index'} = $row->{'search_index'};
219 $matchpoint->{'score'} = int($row->{'score'});
222 $matchpoint->{'components'} = [];
223 $sth = $dbh->prepare_cached("SELECT * FROM matchpoint_components WHERE matchpoint_id = ? ORDER BY sequence");
224 $sth->execute($matchpoint_id);
225 while ($row = $sth->fetchrow_hashref) {
227 $component->{'tag'} = $row->{'tag'};
228 $component->{'subfields'} = { map { $_ => 1 } split(//, $row->{'subfields'}) };
229 $component->{'offset'} = int($row->{'offset'});
230 $component->{'length'} = int($row->{'length'});
231 $component->{'norms'} = [];
232 my $sth2 = $dbh->prepare_cached("SELECT *
233 FROM matchpoint_component_norms
234 WHERE matchpoint_component_id = ? ORDER BY sequence");
235 $sth2->execute($row->{'matchpoint_component_id'});
236 while (my $row2 = $sth2->fetchrow_hashref) {
237 push @{ $component->{'norms'} }, $row2->{'norm_routine'};
239 push @{ $matchpoint->{'components'} }, $component;
246 my $id = $matcher->store();
248 Stores matcher in database. The return value is the ID
249 of the marc_matchers row. If the matcher was
250 previously retrieved from the database via the fetch()
251 method, the DB representation of the matcher
259 if (defined $self->{'id'}) {
261 $self->_del_matcher_components();
262 $self->_update_marc_matchers();
265 $self->_new_marc_matchers();
267 $self->_store_matcher_components();
268 return $self->{'id'};
271 sub _del_matcher_components {
274 my $dbh = C4::Context->dbh();
275 my $sth = $dbh->prepare_cached("DELETE FROM matchpoints WHERE matcher_id = ?");
276 $sth->execute($self->{'id'});
277 $sth = $dbh->prepare_cached("DELETE FROM matchchecks WHERE matcher_id = ?");
278 $sth->execute($self->{'id'});
279 # foreign key delete cascades take care of deleting relevant rows
280 # from matcher_matchpoints, matchpoint_components, and
281 # matchpoint_component_norms
284 sub _update_marc_matchers {
287 my $dbh = C4::Context->dbh();
288 my $sth = $dbh->prepare_cached("UPDATE marc_matchers
293 WHERE matcher_id = ?");
294 $sth->execute($self->{'code'}, $self->{'description'}, $self->{'record_type'}, $self->{'threshold'}, $self->{'id'});
297 sub _new_marc_matchers {
300 my $dbh = C4::Context->dbh();
301 my $sth = $dbh->prepare_cached("INSERT INTO marc_matchers
302 (code, description, record_type, threshold)
303 VALUES (?, ?, ?, ?)");
304 $sth->execute($self->{'code'}, $self->{'description'}, $self->{'record_type'}, $self->{'threshold'});
305 $self->{'id'} = $dbh->{'mysql_insertid'};
308 sub _store_matcher_components {
311 my $dbh = C4::Context->dbh();
313 my $matcher_id = $self->{'id'};
314 foreach my $matchpoint (@{ $self->{'matchpoints'}}) {
315 my $matchpoint_id = $self->_store_matchpoint($matchpoint);
316 $sth = $dbh->prepare_cached("INSERT INTO matcher_matchpoints (matcher_id, matchpoint_id)
318 $sth->execute($matcher_id, $matchpoint_id);
320 foreach my $matchcheck (@{ $self->{'required_checks'} }) {
321 my $source_matchpoint_id = $self->_store_matchpoint($matchcheck->{'source_matchpoint'});
322 my $target_matchpoint_id = $self->_store_matchpoint($matchcheck->{'target_matchpoint'});
323 $sth = $dbh->prepare_cached("INSERT INTO matchchecks
324 (matcher_id, source_matchpoint_id, target_matchpoint_id)
326 $sth->execute($matcher_id, $source_matchpoint_id, $target_matchpoint_id);
331 sub _store_matchpoint {
333 my $matchpoint = shift;
335 my $dbh = C4::Context->dbh();
337 my $matcher_id = $self->{'id'};
338 $sth = $dbh->prepare_cached("INSERT INTO matchpoints (matcher_id, search_index, score)
340 $sth->execute($matcher_id, $matchpoint->{'index'}, $matchpoint->{'score'});
341 my $matchpoint_id = $dbh->{'mysql_insertid'};
343 foreach my $component (@{ $matchpoint->{'components'} }) {
345 $sth = $dbh->prepare_cached("INSERT INTO matchpoint_components
346 (matchpoint_id, sequence, tag, subfields, offset, length)
347 VALUES (?, ?, ?, ?, ?, ?)");
348 $sth->bind_param(1, $matchpoint_id);
349 $sth->bind_param(2, $seqnum);
350 $sth->bind_param(3, $component->{'tag'});
351 $sth->bind_param(4, join "", sort keys %{ $component->{'subfields'} });
352 $sth->bind_param(5, $component->{'offset'});
353 $sth->bind_param(6, $component->{'length'});
355 my $matchpoint_component_id = $dbh->{'mysql_insertid'};
357 foreach my $norm (@{ $component->{'norms'} }) {
359 $sth = $dbh->prepare_cached("INSERT INTO matchpoint_component_norms
360 (matchpoint_component_id, sequence, norm_routine)
362 $sth->execute($matchpoint_component_id, $normseq, $norm);
365 return $matchpoint_id;
371 C4::Matcher->delete($id);
373 Deletes the matcher of the specified ID
380 my $matcher_id = shift;
382 my $dbh = C4::Context->dbh;
383 my $sth = $dbh->prepare("DELETE FROM marc_matchers WHERE matcher_id = ?");
384 $sth->execute($matcher_id); # relying on cascading deletes to clean up everything
389 $matcher->threshold(1000);
390 my $threshold = $matcher->threshold();
398 @_ ? $self->{'threshold'} = shift : $self->{'threshold'};
404 my $id = $matcher->_id();
406 Accessor method. Note that using this method
407 to set the DB ID of the matcher should not be
408 done outside of the editing CGI.
414 @_ ? $self->{'id'} = shift : $self->{'id'};
419 $matcher->code('ISBN');
420 my $code = $matcher->code();
428 @_ ? $self->{'code'} = shift : $self->{'code'};
433 $matcher->description('match on ISBN');
434 my $description = $matcher->description();
442 @_ ? $self->{'description'} = shift : $self->{'description'};
445 =head2 add_matchpoint
447 $matcher->add_matchpoint($index, $score, $matchcomponents);
449 Adds a matchpoint that may include multiple components. The $index
450 parameter identifies the index that will be searched, while $score
451 is the weight that will be added if a match is found.
453 $matchcomponents should be a reference to an array of matchpoint
454 compoents, each of which should be a hash containing the following
462 The normalization_rules value should in turn be a reference to an
463 array, each element of which should be a reference to a
464 normalization subroutine (under C4::Normalize) to be applied
465 to the source string.
471 my ($index, $score, $matchcomponents) = @_;
474 $matchpoint->{'index'} = $index;
475 $matchpoint->{'score'} = $score;
476 $matchpoint->{'components'} = [];
477 foreach my $input_component (@{ $matchcomponents }) {
478 push @{ $matchpoint->{'components'} }, _parse_match_component($input_component);
480 push @{ $self->{'matchpoints'} }, $matchpoint;
483 =head2 add_simple_matchpoint
485 $matcher->add_simple_matchpoint($index, $score, $source_tag,
486 $source_subfields, $source_offset,
487 $source_length, $source_normalizer);
490 Adds a simple matchpoint rule -- after composing a key based on the source tag and subfields,
491 normalized per the normalization fuction, search the index. All records retrieved
492 will receive the assigned score.
496 sub add_simple_matchpoint {
498 my ($index, $score, $source_tag, $source_subfields, $source_offset, $source_length, $source_normalizer) = @_;
500 $self->add_matchpoint($index, $score, [
501 { tag => $source_tag, subfields => $source_subfields,
502 offset => $source_offset, 'length' => $source_length,
503 norms => [ $source_normalizer ]
508 =head2 add_required_check
510 $match->add_required_check($source_matchpoint, $target_matchpoint);
512 Adds a required check definition. A required check means that in
513 order for a match to be considered valid, the key derived from the
514 source (incoming) record must match the key derived from the target
515 (already in DB) record.
517 Unlike a regular matchpoint, only the first repeat of each tag
518 in the source and target match criteria are considered.
520 A typical example of a required check would be verifying that the
521 titles and publication dates match.
523 $source_matchpoint and $target_matchpoint are each a reference to
524 an array of hashes, where each hash follows the same definition
525 as the matchpoint component specification in add_matchpoint, i.e.,
533 The normalization_rules value should in turn be a reference to an
534 array, each element of which should be a reference to a
535 normalization subroutine (under C4::Normalize) to be applied
536 to the source string.
540 sub add_required_check {
542 my ($source_matchpoint, $target_matchpoint) = @_;
545 $matchcheck->{'source_matchpoint'}->{'index'} = '';
546 $matchcheck->{'source_matchpoint'}->{'score'} = 0;
547 $matchcheck->{'source_matchpoint'}->{'components'} = [];
548 $matchcheck->{'target_matchpoint'}->{'index'} = '';
549 $matchcheck->{'target_matchpoint'}->{'score'} = 0;
550 $matchcheck->{'target_matchpoint'}->{'components'} = [];
551 foreach my $input_component (@{ $source_matchpoint }) {
552 push @{ $matchcheck->{'source_matchpoint'}->{'components'} }, _parse_match_component($input_component);
554 foreach my $input_component (@{ $target_matchpoint }) {
555 push @{ $matchcheck->{'target_matchpoint'}->{'components'} }, _parse_match_component($input_component);
557 push @{ $self->{'required_checks'} }, $matchcheck;
560 =head2 add_simple_required_check
562 $matcher->add_simple_required_check($source_tag, $source_subfields,
563 $source_offset, $source_length, $source_normalizer,
564 $target_tag, $target_subfields, $target_offset,
565 $target_length, $target_normalizer);
567 Adds a required check, which requires that the normalized keys made from the source and targets
568 must match for a match to be considered valid.
572 sub add_simple_required_check {
574 my ($source_tag, $source_subfields, $source_offset, $source_length, $source_normalizer,
575 $target_tag, $target_subfields, $target_offset, $target_length, $target_normalizer) = @_;
577 $self->add_required_check(
578 [ { tag => $source_tag, subfields => $source_subfields, offset => $source_offset, 'length' => $source_length,
579 norms => [ $source_normalizer ] } ],
580 [ { tag => $target_tag, subfields => $target_subfields, offset => $target_offset, 'length' => $target_length,
581 norms => [ $target_normalizer ] } ]
587 my @matches = $matcher->get_matches($marc_record, $max_matches);
588 foreach $match (@matches) {
589 # matches already sorted in order of
591 print "record ID: $match->{'record_id'};
592 print "score: $match->{'score'};
595 Identifies all of the records matching the given MARC record. For a record already
596 in the database to be considered a match, it must meet the following criteria:
600 =item 1. Total score from its matching field must exceed the supplied threshold.
602 =item 2. It must pass all required checks.
606 Only the top $max_matches matches are returned. The returned array is sorted
607 in order of decreasing score, i.e., the best match is first.
613 my ($source_record, $max_matches) = @_;
617 foreach my $matchpoint (@{ $self->{'matchpoints'} }) {
618 my @source_keys = _get_match_keys($source_record, $matchpoint);
619 next if scalar(@source_keys) == 0;
621 my $query = join(" or ", map { "$matchpoint->{'index'}=$_" } @source_keys);
622 # FIXME only searching biblio index at the moment
623 my ($error, $searchresults, $total_hits) = SimpleSearch($query, 0, $max_matches);
625 if (defined $error ) {
626 warn "search failed ($query) $error";
628 foreach my $matched (@{$searchresults}) {
629 $matches{$matched} += $matchpoint->{'score'};
634 # get rid of any that don't meet the threshold
635 %matches = map { ($matches{$_} >= $self->{'threshold'}) ? ($_ => $matches{$_}) : () } keys %matches;
637 # get rid of any that don't meet the required checks
638 %matches = map { _passes_required_checks($source_record, $_, $self->{'required_checks'}) ? ($_ => $matches{$_}) : () }
642 foreach my $marcblob (keys %matches) {
643 my $target_record = MARC::Record->new_from_usmarc($marcblob);
644 my $result = TransformMarcToKoha(C4::Context->dbh, $target_record, '');
645 # FIXME - again, bibliospecific
646 # also, can search engine be induced to give just the number in the first place?
647 my $record_number = $result->{'biblionumber'};
648 push @results, { 'record_id' => $record_number, 'score' => $matches{$marcblob} };
650 @results = sort { $b->{'score'} cmp $a->{'score'} } @results;
651 if (scalar(@results) > $max_matches) {
652 @results = @results[0..$max_matches-1];
660 $description = $matcher->dump();
662 Returns a reference to a structure containing all of the information
663 in the matcher object. This is mainly a convenience method to
664 aid setting up a HTML editing form.
673 $result->{'matcher_id'} = $self->{'id'};
674 $result->{'code'} = $self->{'code'};
675 $result->{'description'} = $self->{'description'};
677 $result->{'matchpoints'} = [];
678 foreach my $matchpoint (@{ $self->{'matchpoints'} }) {
679 push @{ $result->{'matchpoints'} }, $matchpoint;
681 $result->{'matchchecks'} = [];
682 foreach my $matchcheck (@{ $self->{'required_checks'} }) {
683 push @{ $result->{'matchchecks'} }, $matchcheck;
689 sub _passes_required_checks {
690 my ($source_record, $target_blob, $matchchecks) = @_;
691 my $target_record = MARC::Record->new_from_usmarc($target_blob); # FIXME -- need to avoid parsing record twice
693 # no checks supplied == automatic pass
694 return 1 if $#{ $matchchecks } == -1;
696 foreach my $matchcheck (@{ $matchchecks }) {
697 my $source_key = join "", _get_match_keys($source_record, $matchcheck->{'source_matchpoint'});
698 my $target_key = join "", _get_match_keys($target_record, $matchcheck->{'target_matchpoint'});
699 return 0 unless $source_key eq $target_key;
704 sub _get_match_keys {
705 my $source_record = shift;
706 my $matchpoint = shift;
707 my $check_only_first_repeat = @_ ? shift : 0;
709 # If there is more than one component to the matchpoint (e.g.,
710 # matchpoint includes both 003 and 001), any repeats
711 # of the first component's tag are identified; repeats
712 # of the subsequent components' tags are appended to
713 # each parallel key dervied from the first component,
714 # up to the number of repeats of the first component's tag.
716 # For example, if the record has one 003 and two 001s, only
717 # one key is retrieved because there is only one 003. The key
718 # will consist of the contents of the first 003 and first 001.
720 # If there are two 003s and two 001s, there will be two keys:
721 # first 003 + first 001
722 # second 003 + second 001
725 for (my $i = 0; $i <= $#{ $matchpoint->{'components'} }; $i++) {
726 my $component = $matchpoint->{'components'}->[$i];
728 FIELD: foreach my $field ($source_record->field($component->{'tag'})) {
730 last FIELD if $j > 0 and $check_only_first_repeat;
731 last FIELD if $i > 0 and $j > $#keys;
734 if ($field->is_control_field()) {
735 $string=$field->data();
737 foreach my $subfield ($field->subfields()) {
738 if (exists $component->{'subfields'}->{$subfield->[0]}) {
739 $string .= " " . $subfield->[1];
743 if ($component->{'length'}>0) {
744 $string= substr($string, $component->{'offset'}, $component->{'length'});
745 # FIXME normalize, substr
746 } elsif ($component->{'offset'}) {
747 $string= substr($string, $component->{'offset'});
749 $key = _normalize($string);
751 push @keys, $key if $key;
753 $keys[$j] .= " $key" if $key;
761 sub _parse_match_component {
762 my $input_component = shift;
765 $component->{'tag'} = $input_component->{'tag'};
766 $component->{'subfields'} = { map { $_ => 1 } split(//, $input_component->{'subfields'}) };
767 $component->{'offset'} = exists($input_component->{'offset'}) ? $input_component->{'offset'} : -1;
768 $component->{'length'} = $input_component->{'length'} ? $input_component->{'length'} : 0;
769 $component->{'norms'} = $input_component->{'norms'} ? $input_component->{'norms'} : [];
774 # FIXME - default normalizer
776 my $value = uc shift;
777 $value =~ s/[.;:,\]\[\)\(\/'"]//g;
779 #$value =~ s/^\s+$//;
782 #$value =~ s/[.;,\]\[\)\(\/"']//g;
791 Koha Development Team <http://koha-community.org/>
793 Galen Charlton <galen.charlton@liblime.com>