Commit Graph

328 Commits

Author SHA1 Message Date
Andreas Jonsson 347291727d
Bug 36879: Spurious warning in QueryBuilder
Test plan:

With ElasticSearch enabled,
* Perform a search using the default  sort order
  (i.e. 'relevance').
* Verify that no warnings are generated in
  plack-intranet-error.log

Signed-off-by: David Nind <david@davidnind.com>

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-08-02 19:00:02 +02:00
Catalyst Bug Squasher b8049af6b1
Bug 35792: Use of uninitialized value $sub6
Test plan:

1. Apply patch
2. Rerun and make sure the error "Use of uninitialized value $sub6 in pattern match (m//) at /usr/share/koha/lib/Koha/SearchEngine/Elastricsearch.pm" is no longer present.

Signed-off-by: Chris Cormack <chris@bigballofwax.co.nz>

Initial testing done, it works well, needs an additional sign off from an external party

Signed-off-by: David Nind <david@davidnind.com>

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-08-02 19:00:01 +02:00
Janusz Kaczmarek 1d2b1dff3a
Bug 37231: (Bug 34940 follow-up) Highlight logged-in library in facets does not work with ES
The highlight logged-in library in facets feature does not work with
Elasticsearch.  This is because facet_title_value contains an additional
" (count)" information and so gives negative results in comparisons made
in facets.inc  (line 107).

Test plan:
==========
1. Have a test installation with Elastiscsearch.
2. Set system preference 'DisplayLibraryFacets' to 'both home and holding libraries'
3. Perform a seach that will find items of your logged-in library.
   In KTD, search for 'branch:CPL'
4. Check the facet (home and holding libraries) of your logged-in
   library is not highlighted
5. Apply the patch ; restart_all.
6. Repeat p. 3.  Check the facet (home and holding libraries)--you
   should see your logged-in branch highlighted now.

Sponsored-by: Ignatianum University in Cracow
Signed-off-by: Roman Dolny <roman.dolny@jezuici.pl>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-07-12 10:21:30 +02:00
Kyle M Hall 52f94659c1
Bug 34481: Tidy altered code
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-06-27 14:04:50 +02:00
Fridolin Somers cb085034ff
Bug 34481: Add IncludeSeeAlsoFromInSearches like IncludeSeeFromInSearches
Like IncludeSeeFromInSearches adds see from heading in search (4xx),
new system preference IncludeSeeAlsoFromInSearches adds see also from heading (5xx).

Test plan:
Test on both Elasticsearch and Zebra:
1)
1.1) Create an authority record with heading, see from heading 4xx and see also from heading 5xx
1.2) Use this authority in a biblio record
2)
2.1) Set IncludeSeeFromInSearches and IncludeSeeAlsoFromInSearches to "Don't include"
2.3) Rebuild search engine
2.4) Perform a search on heading text => you find the biblio record
2.5) Perform a search on see from heading => you do not find the biblio record
2.6) Perform a search on see also from heading => you do not find the biblio record
3)
3.1) Set IncludeSeeFromInSearches and IncludeSeeAlsoFromInSearches to "Include"
3.2) Rebuild search engine
3.3) Perform a search on heading text => you find the biblio record
3.4) Perform a search on see from heading => you find the biblio record
3.5) Perform a search on see also from heading => you find the biblio record

Signed-off-by: Frédéric Demians <f.demians@tamil.fr>

Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-06-27 14:04:49 +02:00
Lari Strand 83762f6fee
Bug 36982: Collections facet does not get alphabetized based on collection descriptions
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Lucas Gass <lucas@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-06-27 11:50:04 +02:00
Janusz Kaczmarek a871ad191b
Bug 33407: With ES and QueryAutoTruncate on, a search containing ISBD punctuation returns no results
With ES and QueryAutoTruncate on, a search with punctuation surrounded
by spaces (like ISBD punctuation copied from other catalogue or
bibliography) returns no results.  E.g.: in a search for "Maria Stuart ;
Die Jungfrau von Orleans / Schiller" (coded in record as 245 10 $a Maria
Stuart ; $b Die Jungfrau von Orleans / $c Schiller) -- both semicolon
and slash cause problems.  One had to remove them manually to get
results which is not what is desired.

Test plan
=========
1. Use ktd with Elasticsearch and ktd's test data
   (http://localhost:8081/cgi-bin/koha/catalogue/detail.pl?biblionumber=1):
2. Make a search for the first ISBD zone taken verbatim from the first record:
   E Street shuffle : the glory days of Bruce Springsteen & the E Street Band / Clinton Heylin

   There should be no result.
3. Apply teh patch, restart plack.
4. Repeat the search. You should get the record (and onother one).

Sponsored-by: Ignatianum University in Cracow
Signed-off-by: Roman Dolny <roman.dolny@jezuici.pl>
Signed-off-by: Thomas Klausner <domm@plix.at>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
2024-06-10 16:24:54 +01:00
Jonathan Druart 5561383a9f
Bug 36396: Export/import the yaml config
Test plan:
Export the ES fields/mappings using
 misc/search_tools/export_elasticsearch_mappings.pl > mappings.yaml
Copy this file to admin/searchengine/elasticsearch/mappings.yaml

Reset the mapping from the UI
Notice that the links to the AV categories have been preserved

Sponsored-by: The Research University in the Helmholtz Association (KIT)
Signed-off-by: Lukas Koszyk <lukasz.koszyk@kit.edu>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-05-07 15:53:54 +02:00
Jonathan Druart 901f550a47
Bug 36396: Link facet with authorised value category - ES
This new feature adds the ability to link an ES facet to an authorised
value category, in order to display a description instead of the code.

Test plan:
1. Go to the ES mapping admin page
2. Notice the new "Authorized value category" column in the facets
   config table
3. Create a new facet that is linked to a search field containing values
   from an authorised value category. Pick this category in the list
4. Save
5. Reindex
6. Notice that the descriptions are now displayed (staff and OPAC) in
   the search result page.

QA: See the related bug report for possible improvements. It's not
easy at all to deal with the "specials" here, a lot of changes must be
done in how we fetch/cache the AVs.

Sponsored-by: The Research University in the Helmholtz Association (KIT)
Signed-off-by: Lukas Koszyk <lukasz.koszyk@kit.edu>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-05-07 15:53:53 +02:00
Nick Clemens 7c20263fd0
Bug 36678: Index fields with non-filing characters in both versions
Currently we only remove non-filing characters for sort fields, however, this can make searching difficult.
This patch adds the filing form to the index as well to aid in searching.

To test:
 0 - Setup Koha with Elasticsearch
 1 - Import the sample record on this report: "L'amour de l'art"
 2 - Search for "amour de l'art" - no results
 3 - Apply patch
 4 - Reindex
 5 - Search for "amour de l'art" - result!
 6 - Search for "title:amour de l'art" - result!

Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-05-02 13:19:11 +02:00
Jonathan Druart 7a85353be0
Bug 35138: Mark DisplayLibraryFacets as zebra only
We can know add/remove homelibrary and holdinglibray from the config
page, this syspref is no longer needed for ES

Sponsored-by: The Research University in the Helmholtz Association (KIT)
Signed-off-by: Clemens Tubach <clemens.tubach@kit.edu>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-04-30 12:00:57 +02:00
Jonathan Druart ef5307d254
Bug 35138: Add the ability to manage ES facets
This new feature allows to manage facets for Elasticsearch from the
administration page.
Prior to this the facet fields were hardcoded in the codebase.

Librarians can then add/remove facet fields and modify their label.

Test plan:
1. Create a new search field and set it a label different than its name.
2. Save
3. Go the bibliographic mapping tab
4. Add 1+ mapping for this search field (Searchable and facetable must be "Yes")
5. Add, reorder, remove new facets
6. Save and reindex your records
7. Search and notice the new facet list

QA: There are several wrong things in this area (ES + facets code,
everything, pm, pl, tt AND on this administration page). I have done my
best to clean the code as much as I could and keep the code cleaner
after than before. But there are still a lot to do.
There are still inconsistencies on this page (like we need to save to
see the changes applied to the other tables), but this is clearly out of
the scope of this bug report.
Another enhancement would be to move the facet list to a different DB
table, that could bring more flexibility:
  * display or not (could be opac/staff/both/none)
  * define the size per field (number of facet to display)
  * order: move search_field.facet_order to this new table.
But, again, it's a lot more work.

More work is done in this area, please see related bug reports.

Sponsored-by: The Research University in the Helmholtz Association (KIT)
Signed-off-by: Clemens Tubach <clemens.tubach@kit.edu>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-04-30 12:00:56 +02:00
Katrin Fischer 27c496a50d
Bug 31652: Perltidy
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-04-29 15:19:35 +02:00
Mark Hofstetter 4bed77da08
Bug 31652: Add geo-search
This patch adds geosearch to Koha (using Elasticsearch 7). ElasticSearch
search_mappings get new types to store lat/lon, which can be indexed
from MARC 034$s and 034$t. There is a small change to the DB to allow a
new value in search_field.type ENUM.

The QueryBuilder is extended to allow for building advanced
ElasticSearch Querys (eg geo_distance) that cannot be represented in a
simple string query. The UI for searching (including showing the results
on a OSM/Leaflet map) is implemented in a separate plugin
(https://github.com/HKS3/HKS3GeoSearch)

Test Plan:

* make sure you're running ElasticSearch 7
  (eg via `curl http://es:9200?pretty | grep number`)
* apply patch
* got to a Framework, check Editor for 034$s and 034$t and save
* got to some books (in the correct framework) and enter some lat and lon into 034$s and 034$t (for example lat=48.216, lon=16.395)
* Run the elasticsearch indexer, maybe limited on the books you edited (-bn 123 -bn 456):
  misc/search_tools/rebuild_elasticsearch.pl -b -v
* You can check if the indexing worked by inspecting the document in elasticsearch:
  * get the biblionumber (eg 123)
  * curl http://es:9200/koha_kohadev_biblios/_doc/123?pretty | grep -A5 geolocation
  * You should get back a JSON fragment containing the lat/lon you stored
* You can query elasticsearch directly:
  * Run the following curl command, but adapt the value for lat/lng and/or the distance (in meters)
  * curl -X GET "http://es:9200/koha_kohadev_biblios/_search?pretty" -H 'Content-Type: application/json' -d '{"query": {"bool":{"must":{"match_all":{}},"filter":{"geo_distance":{"distance":100000,"geolocation":{"lat":48.2,"lon":16.4}}}}}}'
* To run the search via Koha, you need to either install and use https://github.com/HKS3/HKS3GeoSearch or create a handcrafted query string:
  * handcrafted query string:
    * /cgi-bin/koha/opac-search.pl?advsearch=1&idx=geolocation&q=lat:48.25+lng:18.35+distance:100km&do=Search
  * HKS3GeoSearch
    * install the plugin and enable it
    * got to OPAC / Advanced Search
    * There is a new input box "Geographic Search" where you can enter lat/long/radius
    * On the search result page a map is shown with pins for each found biblioitem

Sponsored-by: ZAMG - Zentralanstalt für Meterologie und Geodynamik, Austria - https://www.zamg.ac.at/
Sponsored-by: Geosphere - https://www.geosphere.at/
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>

Additional finetuning:

- Fix update and remove fixed fixme
- Update test count as well
- fix last small issues raised in Comment 23

Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-04-29 15:19:34 +02:00
Janusz Kaczmarek 4a0713c80b
Bug 32707: ElasticSearch should not auto truncate (even if QueryAutoTruncate = 1) for identifiers (and some other fields)
Koha with Zebra prevented auto truncation in some circumstances -- see
the first return for ccl inside C4::Search:: buildQuery, before applying
auto truncation, and setting $auto_truncation = 0 for some search
fields.

Koha with ElasticSearch applies auto truncation for all search fields,
not paying attention to these special cases when it should not be done.
This leads to various problems as described in bug 26508, 26608, etc.

The solution would be to prevent auto truncation for certain search
fields, above all – the identifiers.  In addition, under no
circumstances should a search field other than of text type be truncated
(an attempt to truncate would generate an exception from ElasticSearch,
e.g. number_format_exception for integer).

Test plan
=========

0. Use the test data sample provided in the bug report. Comment 16 in
   the ticket.

Scenario A (authority)
----------------------
1. Enable Elasticsearch engine.
2. Have like 100+ bibliographic records and properly linked authority
   records.
3. Reindex ElasticSearch if needed.
4. Enable QueryAutoTruncate systempreference.
5. Find the authority record #1 and note the number of linked biblio
   records.
6. Show the detail of authority #1 and compare the number of linked
   biblio records.
7. If in the database there are authority records with ids =~ /^1/ (i.e.
   10, 11, 12, ..., 100, 101, ...) linked to the biblio records you get
   two different numbers of linked records.
8. Also, as lists of linked biblio records (via link: Used in N
   record(s) from results view and detail view) you will get two
   different sets of biblio records.  In particular, on the list generated
   from detail view (authorities/detail.pl?authid=1) you will get biblio
   records that are in fact not linked to the auth #1 (the list is
   generated with &q=an:1).
8.99. Skip to scenario B and come back here after finishing to not have
to unapply the patches and restart services for nothing.
9. Apply this patch.
10. Counts and list of linked biblios should be ok.

Scenario B (analytics)
----------------------
1. Enable Elasticsearch engine.
2. Have three monographic bibliographic records with 001 = 1, 10, 100
   (i.e. =~ /^1/).
3. Have an analytical record with 773 $w = 1 (in the test data set - biblio 896).
4. Enable QueryAutoTruncate and UseControlNumber systempreference.
6. Find the analytical record and click on the link generated from 773,
   i.e. (In: ... --> catalogue/search.pl?q=Control-number:1).  You should see
   a list of 100+ records (001 = 1, 10, 100) instead of one (001 = 1).
7. From the biblio # 1 try to go to the analytice records (with Show analytics
   link) - you should get 60+ records with from different host records (773 $t)
   -- instead of one.
8. Apply this patch. Make sure that control-number and record-control-number
   are included in ESPreventAutoTruncate syspref.
9. Repeat steps 6 and 7.  You should arrive at the right host record in p. 6
   and at one analytical records when looking for analytical records in p. 7
   (or more than one, but right, if you modified the test data set).

Signed-off-by: Victor Grousset/tuxayo <victor@tuxayo.net>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-04-05 17:39:49 +02:00
Nick Clemens 9951e230e4
Bug 35086: Add chunk_size option to elasticsearch configuration
Whne performing batch operations we can send a large numebr of records for reindexing at once.
Currently this can create requetss that are too large for Elasticsearch to process. We need
to break these requests into chunks/

This patch adds a chunk_size configuration to the elasticsearch stanza in koha-conf.xml

If blank we default to 5000.

To test:
0 - Have Koha using Elasticsearch
1 - Create and download a report of all barcodes:
    SELECT barcode FROM items
2 - Batch modify these items
3 - Note a single ESindexing job is created
4 - Create and download a report of all authority ids:
    SELECT auth_header.authid FROM auth_header
5 - Setup a marc modification template, and batch modify all the authorities
6 - Again note a single ES backgorund job is created
7 - Apply patch
8 - Repeat the modifications above - you still get a single job
9 - Edit koha-conf.xml and add <chunk_size>250</chunk_size> to elasticsearch stanza
10 - Repeat modifications - you now get several background ES jobs
11 - prove -v t/db_dependent/Koha/SearchEngine/Elasticsearch/Indexer.t

Signed-off-by: David Nind <david@davidnind.com>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Katrin Fischer <katrin.fischer@bsz-bw.de>
2024-01-16 12:06:00 +01:00
Julian Maurice 8194419144
Bug 33353: Add compatibility with Search::Elasticsearch 8.0
For some reasons, with Search::Elasticsearch 8.0 JSON::true is
interpreted as 1 and Elasticsearch will always respond that it found "at
least 1 record". Something like this:

{
    total => {
        value => 1,
        relation => 'gte'
    }
}

Replacing JSON::true by \1 works with every version of
Search::Elasticsearch I tested (6.80, 7.717, 8.0)

Also worth noting:
Search::Elasticsearch will stop being supported by Elastic
https://github.com/elastic/elasticsearch-perl/issues/220

We might need to find an alternative for future versions of
Elasticsearch

Signed-off-by: Victor Grousset/tuxayo <victor@tuxayo.net>
Signed-off-by: Philip Orr <philip.orr@lmscloud.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-11-01 17:23:04 -03:00
Julian Maurice 24aab6b9c5
Bug 33353: Add compatibility with Elasticsearch 8.x
Elasticsearch 8 removed the support of types. This patch adapts the
requests accordingly.
With this patch, Koha will still be compatible with Elasticsearch 7.x
but will no longer work with Elasticsearch 6.x
Since Elasticsearch 6.x is no longer maintained, this should not be a
problem.

https://www.elastic.co/guide/en/elasticsearch/reference/7.17/removal-of-types.html

Tested with Search::Elasticsearch 6.80 and 7.717

Test plan:
1. Install Elasticsearch 8
   (use docker image: docker.io/koha/elasticsearch-icu:8.x)
2. Change the elasticsearch server location in $KOHA_CONF
3. Run misc/search_tools/rebuild_elasticsearch.pl -r -b -v
   It should fail
4. Apply the patch
5. Run misc/search_tools/rebuild_elasticsearch.pl -r -b -v
   It should end with "Total XXX records indexed"
6. Try to search some biblios and verify that it works the same as
   before

Signed-off-by: Victor Grousset/tuxayo <victor@tuxayo.net>
Signed-off-by: Philip Orr <philip.orr@lmscloud.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-11-01 17:23:04 -03:00
Nick Clemens f5347f4958
Bug 27153: Add filter option to Elasticsearch indexing
This patch uses the filter option from the mappings to add a value_callback
to reord processing for indexing.

Fields defined with 'punctuation' filter will have all punctuation stripped when
conveted to documents.

Tests are updated.

Signed-off-by: Danielle M Elder <danielle.elder@law.utexas.edu>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-10-24 15:44:34 -03:00
Janusz Kaczmarek 27c6171222
Bug 33406: Filter out some known isolated trouble makers
Test plan:
1) Launch k-t-d with ES:
-- ktd --es7 pull
-- ktd --es7 up
2) Visit /cgi-bin/koha/authorities/authorities-home.pl and search for 'tim'
3) Edit that, add a dash '-' to 100$a, like 'Bunce, Tim - name'"
4) Do a authority search for 'tim - name', notice it errors out
5) Apply patch
6) Perform the same search, notice it doesn't error and returns the correct record

Signed-off-by: Pedro Amorim <pedro.amorim@ptfs-europe.com>
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-09-15 15:50:43 -03:00
Nick Clemens 7f1f0bc5b7
Bug 33594: Update mappings and comment
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-05-18 11:03:28 -03:00
Marcel de Rooy 0c548e8590
Bug 29185: Facilitate searching for cnum
Instead of typing the case sensitive Control-number each time.
4 strikes instead of 15 on your keyboard. Wow! Gain of 73%.

Test plan:
Copy ccl.properties to /etc/koha/zebradb, restart Zebra and
search for cnum=SOME_ID in opac or intranet.

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-05-10 15:26:28 -03:00
Nick Clemens 7911eb6666
Bug 33277: Search thesaurus for 'notspecified'
Signed-off-by: Frank Hansen <frank.hansen@ub.lu.se>

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-05-10 15:26:24 -03:00
Nick Clemens 5d0050d84d
Bug 33277: Add comments and missing thesauri
Signed-off-by: Frank Hansen <frank.hansen@ub.lu.se>

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-05-10 15:26:23 -03:00
Janusz Kaczmarek 1330bd7c8d
Bug 33206: Bad title__sort made of multifield 245
In MARC 21, having title search field defined in mappings.yaml as 245abp
(more than one subfield), the Koha generated title__sort will have not
only $a, but also other subfields cut by ind2 characters, i.e.:

245 04 $a Die Renaissance : $b Architektur, Plastik, Malerei, Illustrationen, Zeichnungen

becomes as title__sort:

Renaissance : itektur, Plastik, Malerei, Illustrationen, Zeichnungen

instead of:

Renaissance : Architektur, Plastik, Malerei, Illustrationen, Zeichnungen

This is because copying an array of pointers in Perl causes you to
point to the same (anonymous) element.  Therefore, the intended
modification only for subfield "a"
(Koha/SearchEngine/Elasticsearch.pm, ~line 1157) causes in fact
modification for all the subfields sharing the same mapping
definition and introduction of the nonfiling_characters_indicator to
all subfields 245 when processing 245abp.  And this is obviously not
what is intended and results (in some cases) with bad sort order
when sorting by titles.

Test plan
=========
1. Have a standard Koha ES installation. In mappings.yaml
   you should have 245abp for title search field.

2. Insert / download / modify a record with 245 $b or $p,
    an article at the beginning of the title, and correctly
    set 2nd indicator. For instance:

245 04 $a Die Renaissance : $b Architektur, Plastik, Malerei, Illustrationen, Zeichnungen

3. In ES, with Kibana or culr, control the content of
   title__sort field for the related document.  It will be:

Renaissance : itektur, Plastik, Malerei, Illustrationen, Zeichnungen

4. Apply the patch, full reindex ES (--rebuild -r -d -a -b)

5. In ES, with Kibana or culr, control the content of
   title__sort field for the related document.  It should
   be now correct, i.e.:

Renaissance : Architektur, Plastik, Malerei, Illustrationen, Zeichnungen

Signed-off-by: Nick <nick@bywatersolutions.com>
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-05-09 11:46:52 -03:00
Janusz Kaczmarek eb5cc8d708
Bug 33093: (Bug 27546 follow-up) With ES searching within results does not work for 'Keyword' and 'Keyword as phrase'
The feature of searching within search results in librarian
interface has some problems with with elastic: 'Keyword' and
'Keyword as phrase' searches give no results.  This is because
elastic is unaware of the search field 'kw' and 'kw' is not
transformed nor removed for limits.

Test plan
=========
1. Have a Koha instance with reasonable number of biblio records
1. Set SearchEngine to Elasticsearch
3. In librarian interface, perform a search that would give
   you a list of results
4. With the new search box 'Search within results', having 'Keyword'
   and 'Keyword as phrase' active, try to perform a search within
   search results with a term that should give you some results
5. You should get no results
6. Apply the patch
7. Repeat steps 3 and 4
8. You should get expected results.  Note the difference between
   'Keyword' and 'Keyword as phrase' in results
9. Sign off

Signed-off-by: Emmi Takkinen <emmi.takkinen@koha-suomi.fi>

Signed-off-by: Nick <nick@bywatersolutions.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-05-09 10:57:58 -03:00
Nick Clemens b0767f5eb6
Bug 33159: Simplify ES handling and fix zebra handling
Before this patch we used two indexes for the thesaurus values, we can
simply index both needed fields into a single index and just form the
search correctly.

This patch also ensures we pass the 'thesaurus' vlaue for the heading
directly to the query builder - for zebra it goes through, and for ES
we convert it to the expected code.

This patch also moves the necessary mappings out of the user definable
mappings and hardcodes them. There is precedent for this with
'match-heading', it ensures matching works as expected

To test:
1 - Follow previous test plan in Zebra and ES

Signed-off-by: Phil Ringnalda <phil@chetcolibrary.org>
Signed-off-by: Frank Hansen <frank.hansen@ub.lu.se>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2023-03-31 11:56:53 +02:00
Nick Clemens f5271d1a74
Bug 17170: Add the ability to create 'saved searches' for use as filters when searching the catalog
This patch alters the code in the ES QueryBuilder. Reflecting
how things are handled in build_query_compat we clean the query,
but not the limits. In Zebra we simply recursivly call buildQuery,
but the ES query structure

This patchset adds a new ability to save searches on the staff client, and display them in the results
page on staff or opac as a new filter.

New filters can be added from the results page after a search, and there is an admin page for updating
deleting and renaming filters

There is a new permission to control management of these filters

New filters can be added that are not displayed along with facets, this allows for building custom links
using these filters to keep URLs shorter

Due to bug 30528 testing in ES is recommended

To test:
 1 - Apply patches and update database and restart all
 2 - Enable new system preference 'SavedSearchFilters'
 3 - As superlibrarian perform a search in staff client, something broad like 'a'
 4 - Note new 'Save search as filter' link on results page
 5 - Click it, save search as new filter, check 'Staff client' visibility
 6 - Perform another search
 7 - Note the filter now appears above facets
 8 - Click to it filter results
 9 - Note results are limited by the new filter, and it is checked in the facets
10 - Confirm click the [x] removes the filter
11 - Go to administration->search filters
12 - Confirm the filter appears
13 - Edit and mark as OPAC visible
14 - Test OPAC to ensure it shows and can be applied/removed
15 - Copy URL with filter applied
16 - In adminsitration mark filter as not visible on staff or opac
17 - Confirm link above still works
18 - Create a new staff with catalogue and search filters permission
19 - Ensure they can access/save filters
20 - Remove filter permission and ensure they cannot
21 - Disable system preference
22 - Confirm links to search filters page are removed from admin home and admin sidebar
23 - Confirm filters do not appear on results and cannot be created
24 - Enable pref
25 - Create a filter
26 - From search filters page, click 'Edit search'
27 - Confirm you are taken to advanced search page letting you know which filter you are editing
28 - Confirm you can change searhc options and save
29 - Confirm you can perform the search from this page

Sponsored-by: Sponsored by: Round Rock Public Library [https://www.roundrocktexas.gov/departments/library/]

Signed-off-by: Michal Urban <michalurban177@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-10-21 11:15:18 -03:00
Nick Clemens a97a6b28d2
Bug 17170: Handle search filters in query builders
This patch updates the query building code to expand filters when searching
and pass them back as part of the cgi and descriptive search strings

Sponsored-by: Sponsored by: Round Rock Public Library [https://www.roundrocktexas.gov/departments/library/]

Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-10-21 11:15:16 -03:00
Nick Clemens c4161b703e
Bug 29561: (follow-up) Don't remove facet '0'
Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-10-11 10:41:52 -03:00
Nick Clemens eeb12f8a52
Bug 29561: Remove blank facets
This patch strips the blank facets from the ES aggregations, this seems
to only affect language fields currently, but could affect any facetable field
that can contain blank values

To test:
1 - Have Koha running Elasticsearch with standard test data,
    or add some records with blank values in the 008/35-37
2 - Search for 'a'
3 - Look at the language facets, they should appear normal
4 - Browse to:
    http://localhost:8081/cgi-bin/koha/catalogue/search.pl?idx=&q=a&sort_by=relevance_dsc&count=20&limit=ln:
5 - Note there is now an 'x' under the Languages facet - to remove a limit you cannot see
6 - Apply patch
7 - Reload
8 - Note the x is not there
9 - Inspect HTML, confirm no blank link under language facets

Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-10-11 10:41:51 -03:00
Frank Hansen 8c7230b802
Bug 30280: Add support for subject headings from different thesaurus when using Elasticsearch
This patch allows subject headings from different thesaurus to co-exist in Koha.

Test plan:
1. Enable Elasticsearch as the search engine (SearchEngine system preference =
Elasticsearch) and reindex (koha-elasticsearch --rebuild -d -b -a kohadev).
2. Load sample authority records attached to the bug (in this case the
authorities.mrc file was saved in the koha directory - adjust file location as
appropriate):
   misc/migration_tools/bulkmarcimport.pl -v -a -file authorities.mrc -insert
-c=MARC21
3. Load the sample bibliographic record attached to the bug:
   misc/migration_tools/bulkmarcimport.pl -v -b -file biblios.mrc -insert
-c=MARC21
4. Search for ISBN 0704328623 and verify that the subject terms are not linked
to any authority records (if you hover over the link terms, all links should
look like ../cgi-bin/koha/catalogue/search.pl?q=su:"subjectterm" - none should
have any ?q=an:XXX (where XXX = authority record ids) in the link).
5. Apply the patches.
6. Reset the Elasticsearch mappings (Administration > Catalog > Search engine
configuration (Elasticsearch)).
7. Reindex: koha-elasticsearch --rebuild -d -b -a kohadev
8. Link bibliographic records to authority records:
misc/link_bibs_to_authorities.pl -v -l
9. Repeat the search in step 4 (or refresh the record details page) and verify
that the first three Feminism headings[1] are linked to an authority record
(should have ?q=an:XXX (where XXX = different authority record IDs for the
various feminism authority records linked to a specific thesaurus)).
10. Reindex: koha-elasticsearch --rebuild -d -b -a kohadev

[1] Links for subject terms for step 9 in order are (the authority ids may be
different depending on how ou are testing):

    Subject(s:) Feminism | feminism | Feminism | Feminism | Idéhistoria |
Litteratur

    http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=an:1709
    http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=an:1710
    http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=an:1708
    http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=su:"Feminism"
    http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=su:"Idéhistoria"
    http://127.0.0.1:8081/cgi-bin/koha/catalogue/search.pl?q=su:"Litteratur"

    MARC info:

    650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM
      a Topical term or geographic name entry element Feminism
      0 Authority record control number or standard number
https://id.kb.se/term/sao/Feminism
      2 Source of heading or term sao
    650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM
      a Topical term or geographic name entry element feminism
      2 Source of heading or term bnb
    650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
      a Topical term or geographic name entry element Feminism
    650 #4 - SUBJECT ADDED ENTRY--TOPICAL TERM
      a Topical term or geographic name entry element Feminism
    650 #4 - SUBJECT ADDED ENTRY--TOPICAL TERM
      a Topical term or geographic name entry element Idéhistoria
    650 #4 - SUBJECT ADDED ENTRY--TOPICAL TERM
      a Topical term or geographic name entry element Litteratur

   Note: The fourth Feminism term has second indicator 4 which means "Source
not specified". So this term is only a local term and does not belong to any
specific thesaurus and thus not linked. To specify a source of a term, the
second indicator must be set as 7. The source of heading is then specified in
subfield 2.

Sponsored-by: Lund University Library, Sweden

Signed-off-by: David Nind <david@davidnind.com>

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-10-03 10:00:04 -03:00
Tomas Cohen Arazi c20993b945
Bug 25375: Spelling fixes
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-09-23 09:13:10 -03:00
Nick Clemens 471facdf26
Bug 25375: Adjust tests and test itemlost, not notforloan
Previous commit correctly lists Zebra availability test, but was a
bad edit. This fixes the availability test to use itemlost

Additiionally, tests were written before limits were agreed. Adjusted
for the current settings

Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-09-23 09:01:25 -03:00
Nick Clemens b6ace414f7
Bug 25375: Match current Zebra availability limit
In Zebra the availability limit code states:
'available' is defined as (items.onloan is NULL) and (items.itemlost = 0)

We should make ES follow the same behaviour so that changing the engine does not
change this.

To test:
1 - Find or create several records with two items each
2 - For those records setup items as:
    a - one checked out, one available
    b - both marked lost
    c - both damaged
    d - both withdrawn
    e - both notforloan
3 - Enable ES and reindex to confirm everything is set
4 - Perform an advanced search to return those records and 'limit to available items'
5 - Confirm you see records b,c,d,e and records say '2 items, none available'
6 - Apply patch
7 - Run `misc/search_tools/rebuild_elasticsearch.pl -d -b`
8 - Perform an advanced search to return those records and 'limit to available items'
9 - Confirm you see records a,b,c,d and al but a say '2 items, none available'

Signed-off-by: Joonas Kylmälä <joonas.kylmala@iki.fi>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-09-23 09:01:24 -03:00
Julian Maurice f48c5bbb8b
Bug 25375: Add tests for the "available" ES field
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>

Signed-off-by: Joonas Kylmälä <joonas.kylmala@iki.fi>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-09-23 09:01:24 -03:00
Nick Clemens d9cb39e57d
Bug 25375: (QA follow-up) Count available items rather than iterating
Signed-off-by: Nick Clemens <nick@bywatersolutions.com>

Signed-off-by: Joonas Kylmälä <joonas.kylmala@iki.fi>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-09-23 09:01:24 -03:00
Julian Maurice 0ce7293ad5
Bug 25375: Get biblionumber from the correct MARC field
Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com>

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>

Signed-off-by: Joonas Kylmälä <joonas.kylmala@iki.fi>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-09-23 09:01:23 -03:00
Julian Maurice d79361c51e
Bug 25375: Fix 'available' facet in elasticsearch
Add a new boolean ES field named 'available', which is true if at least
one item is available, which means the item is not on loan, not
"notforloan", not withdrawn, not lost and not damaged

A full indexation is required

Test plan:
1. Apply patch and run updatedatabase.pl
2. Run `misc/search_tools/rebuild_elasticsearch.pl -d -b`
3. Make sure you have some biblios whose items are all unavailable, some
   biblios whose items are all available, and some biblios with at least
   one item available and at least one item unavailable
4. Use the 'available' filter on both opac and intranet and make sure it
   works as expected.

Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com>

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>

Signed-off-by: Nick Clemens <nick@bywatersolutions.com>

Signed-off-by: Joonas Kylmälä <joonas.kylmala@iki.fi>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-09-23 09:01:23 -03:00
Nick Clemens a11633379f
Bug 31076: Handle year limits with equal sign or colon
To test:
1 - Enable ES and index
2 - Set expandedSearchOption to 'show'
3 - Advanced search on staff and opac using Year field on staff and Publication date range on OPAC for:
    2005
    2005-
    -2005
    <2005
    >2005
    2005-2010
4 - Confirm ranges don't work on staff side, but do on opac
5 - Apply patch
6 - Repeat searches - they work on both staff and opac
7 - prove t/db_dependent/Koha/SearchEngine/Elasticsearch/QueryBuilder.t

Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-08-19 16:28:53 -03:00
Nick Clemens c8c51867c4
Bug 30879: Allow biblionumber as sort option in Elasticsearch
Repeat previous tests with Elasticsearch engine
You will need to reindex and reset mappings to pickup the changes form the file

Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-08-02 09:33:13 -03:00
Tomas Cohen Arazi 8a1d667408
Bug 29697: (follow-up) Indexing a deleted record is not expected to crash
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-07-22 15:49:22 -03:00
Jonathan Druart 45de338715
Bug 29697: Use flag embed_items
Includes:
    Bug 29697: (follow-up) Use flag embed_items

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-07-22 15:24:11 -03:00
Tomas Cohen Arazi 24bb15785d
Bug 31106: Make clean_search_term escape double quotes
We noticed that several characters will break Zebra queries. So search
terms need to be quoted for things to work. In this context, double
quotes inside search terms are problematic because double quotes are
what we use for quoting strings.

This patch makes the clean_search_term method escape double quotes.

To test:
1. Apply the unit tests patch
2. Run:
   $ kshell
  k$ prove t/Koha/SearchEngine/Zebra/QueryBuilder.t
=> FAIL: It doesn't work as it should!
3. Apply this patch
4. Repeat 2
=> SUCCESS: It does the job!
5. Sign off :-D

Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-07-18 14:37:35 -03:00
Nick Clemens b8b8a62f11
Bug 29632: Don't sort cn-sort numerically
When defining our sort fields in we defined all as 'numeric'

For other string containing numbers this is likely correct, however,
for callnumbers it is not. e.g. E45 should sort before E7

This patch adds a new 'callnumber' type and deifnes this for cn-sort and
adds to the field maping a sort without numeric set

To test:
0 - Be using ES with Koha
1 - On records with single item, add callnumbers:
    VA65 E7 R63 1984
    VA65 E7 T35 1990
    VA65 E45 R67 1985
2 - Add public note 'shrimp' or something to make them easily searchable as a group
3 - Search for 'shrimp', sort by callnumber
4 - Note E45 comes last, it should come first
5 - Apply patch
6 - Reset ES mappings
7 - Reindex ES
8 - Repeat search
9 - Sorting should be correct when set to callnumber

Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Michal Urban <michalurban177@gmail.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-07-18 11:21:47 -03:00
Kevin Carnes 3ed649a0e0
Bug 30152: Elasticsearch - queries with OR don't work with limits
When a query with "OR" is combined with a limit in Elasticsearch, the precedence is not preserved and the results are not correct.

To test:
1) Set SearchEngine to Elasticsearch
2) Index records in Elasticsearch
3) Do an advanced search
4) Select More options
5) Enter a value for the first Keyword (e.g. Novels)
6) Change "and" before the second Keyword to "or"
7) Enter another value for the second Keyword (e.g. Prose)
8) Limit the search (e.g. Item type Books)
9) Do the search
10) Observe that records with the first keyword are not in the results
11) Apply the patch
12) Repeat the search
13) Observe that results with both keywords are in the results
14) Sign off

Sponsored-by: Lund University Library

Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Fridolin Somers <fridolin.somers@biblibre.com>
2022-07-01 16:55:09 -03:00
Kevin Carnes e926de5e8f Bug 25669: (follow-up) Minor fixes
Bulk doesn't support include_type_name, update requirement to
Search::Elasticseach@6.80, and remove data type name from tests.

Signed-off-by: Julian Maurice <julian.maurice@biblibre.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-06-23 11:30:44 -03:00
Nick Clemens 150a4b03f3 Bug 25669: Use include_type_name parameter in ES calls
This patch includes the parameter:
include_type_name
on our ES calls

It removes the deprecation warning we are seeing, and should allow using ES7 with no other chnages.

For ES8 we will need to remove the hardcoded type,

I would suggest a second patch, with a new syspref "ElasticsearchLegacyType" set to 'True' by default.
Description can explain that this must be set to false, and data reindexed after upgrading to ES7 and before
upgrading to ES8 - then we can drop this pref when we drop ES7 support

When we drop ES6 support the pref can be set default true for upgrades, default 'false' for new installs

Signed-off-by: Julian Maurice <julian.maurice@biblibre.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-06-23 11:30:31 -03:00
Nick Clemens a4c5bd5836
Bug 31013: Quote branchcodes in Elasticsearch limits
This patch adds quoting when handling branchcodes in searching in order
to prevent errors when branchcodes are reserved words in ES

To test:
0 - Be using Elasticsearch with Koha
1 - Add a new branch code:OR name:Orly
2 - Add an item to this branch
3 - Use advanced search to limit search to only Orly
4 - Oh really bad, the search fails!
5 - Apply patch
6 - Repeat search
7 - Oh really good, the search succeeds
8 - prove t/db_dependent/Koha/SearchEngine/Elasticsearch/QueryBuilder.t

Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-06-23 11:27:03 -03:00
Fridolin Somers 48d4b016ab
Bug 30883: Authorities merge is limited to 100 biblio with Elasticsearch
In C4::AuthoritiesMarc::merge, we search all biblio records using an authority with Koha::Authorities->linked_biblionumbers().
This method uses simple_search_compat() with no results limit, even saying in comment :
44d6528b56/Koha/Authorities.pm (L80)

With Zebra searchengin it is correct.

But not with Elasticsearch, there is an hardcoded limit at 100 in case no limit is given :
44d6528b56/Koha/SearchEngine/Elasticsearch/Search.pm (L346)

This means authorities links are wrong after a merge or an edit in case the authority is used in more than 100 biblio records.

:(

I propose to fix by using by default the real server max given by Koha::SearchEngine::Elasticsearch::Search::max_result_window().
This will allow a huge limit nearly impossible to reach.
See Bug 30882 to how increase this limit.

Test plan :
1) Use Elasticsearch search engine
2) Use an authority id=111 linked to 200 biblio records
3) Perform a search 'an:111', you get 200 results
4) Create a new authority id=222 linked to 2 biblio records
5) Perform a search 'an:222', you get 2 results
6) Perform a merge of the two authorties, keeping id=222
7) Perform a search 'an:111'
   without patch you get 100 results
   with patch you get no results
8) Perform a search 'an:222'
   without patch you get 102 results
   with patch you get 202 results

Signed-off-by: David Nind <david@davidnind.com>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-06-13 10:34:34 -03:00