Bug 37538: Improve documentation for the OCLC import daemon script
This updates the documentation for the misc/bin/connexion_import_daemon.pl --help option. Test plan: 1. Run ./misc/bin/connexion_import_daemon.pl --help 2. Read the output and check for errors, whether grammatical, spelling, or factual. Sponsored-by: Reformational Study Centre <www.refstudycentre.com> Signed-off-by: David Cook <dcook@prosentient.com.au> Signed-off-by: David Nind <david@davidnind.com> Signed-off-by: Lisette Scheer <lisette@bywatersolutions.com> Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
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@ -32,44 +32,213 @@ GetOptions(
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if ( $help || !$config ) {
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print <<EOF
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$0 --config=my.conf
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Parameters :
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--daemon | -d - go to background; prints pid to stdout
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--config | -c - config file
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--help | -? - this message
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OCLC Import Daemon
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This script hosts a server which listens for connections from an OCLC Connexion
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client or WorldShare Record Manager.
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The records are forwarded to Koha by sending a request to the handler at
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`/cgi-bin/koha/svc/import_bib` on the staff interface of the configured Koha
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instance. The request is authenticated using the credentials of a Koha staff
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user.
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See the documentation for the `import_bib` endpoint at
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https://wiki.koha-community.org/wiki/Koha_/svc/_HTTP_API#POST_.2Fsvc.2Fimport_bib .
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The `import_bib` endpoint is being phased out. This script should be rewritten
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to use the newer REST API instead.
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If you have multiple Koha instances, run a separate instance of this script for
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each one, using a different port and different credentials for each one.
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Usage:
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$0 --config=my.conf
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Command line options:
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--daemon | -d - Run in the background. Prints the process ID to stdout.
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--config | -c - Specify the config file to use. Required.
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--help | -? - Print this message.
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Config file format:
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Lines of the form:
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name: value
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Each line has the form:
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NAME: VALUE
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For example:
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port: 5500
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# comments are supported
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No quotes
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Empty parameters look like this:
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NAME:
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For example:
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overlay_framework:
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Parameter Names:
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host - ip address or hostname to bind to, defaults all available
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port - port to bind to, mandatory
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log - log file path, stderr if omitted
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debug - dumps requests to the log file, passwords inclusive
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koha - koha intranet base url, eg http://librarian.koha
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user - koha user, authentication
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password - koha user password, authentication
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match - marc_matchers.code: ISBN or ISSN
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overlay_action - import_batches.overlay_action: replace, create_new or ignore
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overlay_framework - if overlaying records - move to a new framework, if blank will use default
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if not included it will use the framework of the existing record
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nomatch_action - import_batches.nomatch_action: create_new or ignore
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item_action - import_batches.item_action: always_add,
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add_only_for_matches, add_only_for_new or ignore
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import_mode - stage or direct
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framework - to be used if import_mode is direct, if blank, will use default
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connexion_user - User sent from connexion client
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connexion_password - Password sent from connexion client
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Values should not be quoted.
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Note: If connexion parameters are not defined request authentication will not be checked
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You should specify a different user for connexion to protect the Koha credentials
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Lines starting with # are treated as comments.
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Parameters:
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host
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The IP address or host name to bind to (that is, listen on).
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Defaults to 0.0.0.0, that is, listen on all interfaces.
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port
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The port to bind to (that is, listen on). Typically 5500.
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This must be different from the port used by any other service on the
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same machine.
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Required.
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log
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The path to the log file.
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Logs are written to stderr if omitted.
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debug
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Dumps all incoming requests to the log file.
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WARNING: This includes the connexion user's password, if it is part of
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the request.
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Use 1 for on and 0 for off.
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Defaults to 0 (off).
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koha
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The base URL of the staff interface for your Koha instance, for example,
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http://librarian.koha
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When this script is running on the same machine as the Koha instance, and
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you have dedicated port for the Koha staff interface, you can use
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http://localhost:port here. Otherwise, use the URL you would use when
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accessing the Koha staff interface through a browser.
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Required.
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user
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The Koha user used for logging in to the staff interface for the Koha
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instance.
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Required.
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password
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The password of the Koha user.
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Required.
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connexion_user
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The user name expected to be sent by the connexion client with every
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request.
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If set, also set `connexion_password`. In this case, request
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authentication will be checked.
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If omitted, also omit `connexion_password`. In this case, request
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authentication will not be checked, and anyone with access to the port
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opened by this script will be able to send records into the
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Koha instance.
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connexion_password
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The password expected to be sent by the connexion client with every
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request.
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WARNING: Do NOT use the same password as the Koha user password.
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import_mode
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Where the imported records should go. See the explanation below.
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Available values:
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stage
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The records will be imported into the staging area (reservoir)
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at /cgi-bin/koha/tools/manage-marc-import.pl into a batch called
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`(webservice)`.
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The records will also show up below the catalog results in the staff
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interface when doing a "cataloging search" at
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/cgi-bin/koha/cataloguing/addbooks.pl?q=...
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direct
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The records will be imported directly into the catalog. They will
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show up in all catalog searches as soon as the indexing catches up.
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Defaults to `stage`.
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match
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Which code to use for matching MARC records when deciding whether to add
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or replace a record.
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Corresponds to the "Matching rule applied" field at
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/cgi-bin/koha/tools/manage-marc-import.pl?import_batch_id=...
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Available options:
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ISBN
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Use the International Standard Book Number (MARC 020\$a)
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ISSN
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Use the International Standard Serial Number (MARC 022\$a)
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KohaBiblio
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Use the Koha biblio number (MARC 999\$c)
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See `C4::Matcher`.
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overlay_action
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What to do when the incoming record matches a record already in the
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catalog.
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Corresponds to the "Action if matching record found" field at
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/cgi-bin/koha/tools/manage-marc-import.pl?import_batch_id=...
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Available values:
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replace
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Replace the existing record with the incoming record.
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create_new
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Create a new record alongside the existing record.
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ignore
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Discard the incoming record.
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nomatch_action
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What to do when the incoming record does not match any record in the
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catalog.
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Corresponds to the "Action if no match found" field at
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/cgi-bin/koha/tools/manage-marc-import.pl?import_batch_id=...
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Available values:
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create_new
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Create a new record.
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ignore
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Discard the incoming record.
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item_action
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What to do when the incoming MARC record contains one or more items
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embedded in field 952.
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Corresponds to the "Item processing" field at
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/cgi-bin/koha/tools/manage-marc-import.pl?import_batch_id=...
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Available values:
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always_add
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add_only_for_matches
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add_only_for_new
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replace
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ignore
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framework
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The cataloging framework to use when no match was found in the catalog
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(that is, when adding a new record).
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Defaults to the default framework configured at
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/cgi-bin/koha/admin/biblio_framework.pl
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overlay_framework
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The cataloging framework to use when a match was found in the catalog
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(that is, when replacing an existing record).
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Corresponds to the "Replacement record framework" field at
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/cgi-bin/koha/tools/manage-marc-import.pl?import_batch_id=...
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You have three options here:
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Do not specify this parameter.
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The default framework configured at
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/cgi-bin/koha/admin/biblio_framework.pl is used.
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Specify this parameter without a value, that is, `overlay_framework:`.
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The new record will use the same framework as the record being
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replaced.
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Specify this parameter with a value, for example,
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`overlay_framework: my_framework`.
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The new record will use the specified framework.
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Explanation of `import_mode`:
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- When using `direct`, each request will create a new batch and import the
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batch immediately.
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- When using `stage`, each request will cause records to be added to an
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existing batch.
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- The batch name is always `(webservice)`.
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- If you change `import_mode` from `stage` to `direct` after some records
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have already been staged, the next request will cause all records in that
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batch to be imported into the catalog, not just the records from the latest
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request.
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- These config parameters define the settings of the batch that is created,
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whether or not it is imported immediately:
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- `match`
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- `overlay_action`
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- `nomatch_action`
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- `item_action`
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- `framework`
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- `overlay_framework`
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- If one or more of these parameters are changed, a new batch is created with
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the new settings, and any new records are added to that batch instead of to
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the old one.
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- If you stage a record that cannot be imported then all future imports will
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be stuck until that batch is cleaned and deleted.
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All process related parameters (all but ip and port) have default values as
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per Koha import process.
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EOF
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;
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exit;
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@ -294,7 +463,7 @@ exit;
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$in =~ m/(.)$/;
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my $lastchar = $1;
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my ( $xml, $user, $password, $local_user );
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my $data = $in; # copy for diagmostic purposes
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my $data = $in; # copy for diagnostic purposes
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while () {
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my $first = substr( $data, 0, 1 );
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if ( !defined $first ) {
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