Hi Tasha (and Eric)
I see Eric has responded and I just wanted to encourage you to persevere
as I think the facilities are there in Koha and with the selection using
SQL your selection can be very precise.
I wanted to draft up some (fixed) SQL that pretty much does what you ask
(which was why Eric beat me to it :-)
SELECT biblionumber
FROM biblio
WHERE biblionumber not in
(SELECT biblionumber
FROM aqorders
WHERE orderstatus not in ('cancelled',
'complete'))
AND biblionumber in
(SELECT biblionumber
FROM items
WHERE LOCATION in ('BOOK',
'OPENACCESS'))
AND author not like '%TODD%'
AND biblionumber not in
(SELECT biblionumber
FROM items
WHERE itemnotes_nonpublic like '%FREE%')
The above selects the biblionumbers for all orders not closed or
complete, that don't have any items at the chosen locations, do not have
TODD in the author statement and do not have "FREE" in the staff note
for any items.
Running this report allows you to choose "Batch operations with 1000
visible records" at a time. The action can either be "Batch Record
Modification" or "Add to List". I would suggest from what you say it
would be good to create a list for each such global change. That way
you can add 1000 at a time to the list so you end up with a list (in
your example) of around 40,000 records. This way someone else can cast
their eye over the SQL in the report and the titles in the list before
committing the change.
Once you are happy with the list then you can use the "Batch Record
Modification" in Tools to select your MARC Modification Template and use
the list that has been created to make the change.
Do feel free to ask either on the list or off-list if you want any more
help with it.
I have seen a few library management systems and facilities for batch
bibliographic changes always seem complicated. I think this is mainly
because you have to be very careful in what you are doing. The more
practice a person gets with a particular way of doing it the easier it
will become.
Good luck and ask if you need to.
Ian
On 21/01/2021 18:14, Bales (US), Tasha R wrote:
What would be the Koha equivalent to Millennium Create Lists* (or Alma
Normalization Rules and Record Sets)?
So far, I see that lists and carts can be used to update records in Koha, but this seems
to demand working with a pre-determined list of record numbers, or else by manually
adding items to a cart. What if I need to update a huge number of "unknown"
records meeting specific criteria?
Can anyone suggest what the approach would be to accomplish an objective like
this:
A non-administrator with limited technical skills needs to gather and update
40,000 bib records in Koha that can't be identified by any single unifying
attributes. My Millennium query might have looked like this:
* Bib record not attached to order AND
* (Location is Y or Location is X or Location is Z) and
* Author is not TODD and
* Note doesn't have FREE
*Millennium Create Lists allows you to create a Boolean Search, with up to
about 20 statements, to query the entire database (various methods to search
subsets or existing result sets also exist) and saves it to a file that can
then be exported, or operated on (to apply global updates to fixed or variable
fields, for instance). No knowledge of SQL is needed.
Thanks in advance for any tips. As an administrator, I could conceivably do
this with SQL, but that's not feasible for cataloging staff. We update large
quantities of records all the time.
Tasha R. Bales
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Ian Bays
Director, PTFS Europe Limited
Content Management and Library Solutions
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