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Upgrading 2.2

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Upgrading from Koha 2.2 to Koha 3.0

(including specific notes for UNIMARC)

This page was called 22_to_30 on the old wiki.

Packages / softwares to update and/or add

perl -MCPAN -e 'install HTML::Template::Pro'
perl -MCPAN -e 'install Lingua::Stem'
perl -MCPAN -e 'install MARC::Record' (This one is already here, but you must update it, as there is a new version)
perl -MCPAN -e 'install MARC::File::XML' (This one is already here, but you must update it, as there is a new version)
perl -MCPAN -e 'install MARC::Charset' (This one is already here, but you must update it, as there is a new version)
perl -MCPAN -e 'install XML::LibXML::SAX::Parser'

Configuration files to update and/or add

  • write /etc/koha.xml (from the sample below and your actual /etc/koha.conf)
  • Update apache virtual host (/etc/koha-httpd.conf) to point to Koha 3.0 :
    • DocumentRoot (DocumentRoot /path/to/koha30/)
    • ScriptAlias (ScriptAlias /cgi-bin/koha/ /path/to/koha3.0 for librarian interface, /path/to/koha3.0/opac for OPAC)
  • (PERL5LIB (PERL5LIB /path/to/koha3.0)
    • SetEnv (SetEnv KOHA_CONF=/etc/koha.xml)
  • restart apache

Koha datas to update and/or add

  • export PERL5LIB=/path/to/koha
  • export KOHA_CONF=/path/to/koha.xml
  • installer/data/mysql/update22to30.pl That will update the database to the 3.0 structure. Go and take a coffee, it can be long or very long, depending on your Database size.

if you get : 

alter or create id in aqbooksellers
 DBD::mysql::db do failed: Multiple primary key defined at updater/updatedatabase line 1803.

manually update aqbookseller table : 

ALTER TABLE `aqbooksellers` CHANGE `id` `id` INT( 11 ) NOT NULL AUTO_INCREMENT

but before doing this, you may have to clean aqbooksellers and/or aqorders from any empty line (id=0) or duplicate entries (2 booksellers with the same id) if you get 

moving bibliothesaurus to InnoDB
DBD::mysql::db do failed:

The used table type doesn't support FULLTEXT indexes at installer/data/mysql/update22to30.pl line 1729. don't worry

  • in mySQL DROP TABLE `auth_word` , `marc_word` ;
  • installer/data/mysql/updatedatabase.pl this script will finish the update of the database.

If you see : 

DBD::mysql::db do failed: Duplicate entry 'XXXX' for key 1 at installer/data/mysql/updatedatabase.pl line YYY

don't worry

  • bin/migration_tools/22_to_30/move_marc_to_biblioitems.pl
  • bin/migration_tools/22_to_30/move_marc_to_authheader.pl
  • bin/migration_tools/22_to_30/rebuild_unimarc_100.pl to update field 100 -unicode-. ONLY if you are using UNIMARC. Otherwise, things will look OK, but when you update the biblio, diacritics will go crazy
  • bin/migration_tools/22_to_30/missing090field.pl to check that no 090 fields are missing.
  • in mysql console or phpMyAdmin : DROP TABLE `marc_subfield_table`, `auth_subfield_table`, `marc_biblio`, `marc_blob_subfield`

You should now be able to login to Koha, but you can't search yet.

  • update the following systempreferences (Koha > More > Administration > Systempreference :
    • StaffClient TemplateEncoding : utf-8
    • StaffClient Intranetcolorstylesheet : blue.css (to have some blue colors. This step is not required, you can skip it)
    • StaffClient Template : prog
    • OPAC features : activate what you want
    • Logs : activate what you want
    • Borrowers : update BorrowerMandatoryFields, BorrowerTitles, and borrowerRelationShip to fit your needs
    • Koha admin / itemtypes : choose some nice new pictures for each itemtype
    • Borrower categories : warning, the subscription duration is now in MONTHS. Update the categories (and super-categories if needed : all categories are declared as “Adults”.
    • check that, in all your frameworks, the items.onloan field is mapped to a MARC subfield. In UNIMARC, it should be 995$n. If it's not the case, then to the mapping. The subfield does not need to be visible (in items (10) tab)
  • update the onloan field (in mySQL). In 2.2, it was default 0000-00-00, in koha 3, the default must be NULL :
ALTER TABLE `items` CHANGE `onloan` `onloan` DATE NULL;
UPDATE items SET onloan=NULL WHERE onloan='0000-00-00';

now that the onloan field is correct, we must fill it. To do that, run the following SQL : 

UPDATE items SET onloan=(SELECT max(date_due) FROM issues WHERE issues.itemnumber=items.itemnumber AND returndate is NULL)

if will populate the onloan field with appropriate values

  • rebuild some datas by running misc/migration_tools/upgradeitems.pl

Zebra / NoZebra stuff

Zebra

  • misc/migration_tools/rebuild_zebra.pl -a -b -k –reset to build the zebra database for authoritiess (-a), biblios (-b), keep export just in case (-k) and empty the zebra database (–reset) before rebuilding it
  • check that all default zebra files fit your needs (a standard UNIMARC should be OK), otherwise modify
  • misc/migration_tools/rebuild_zebra.pl -a -b -k -s –reset to rebuild the zebra DB if needed. the -s will skip the Koha export (will be much much faster if you have a lot of datas )
  • zebrasrv -f /path/to/koha-config.xml will make zebra run. Once you have checked that things are OK, you'll probably have zebrasrv as a service launched at startup automatically (not explained in here)

NoZebra stuff

  • set NoZebra ON, in systempreferences, cataloguing, syspref called NoZebra
  • fill NoZebraIndexes syspref to define your indexes. Below are samples for UNIMARC and MARC21 databases.
  • misc/migration_tools/rebuild_nozebra.pl should be enough to reindex your datas and have a searchable catalog. The tool 1st load all your biblios, then rebuild the entire index in one step. Go to take a coffe, it is quite long.

UNIMARC NoZebraIndexes sample

     'title' => '200a,200c,200d,200e,225a,225d,225e,225f,225h,225i,225v,500*,501*,503*,510*,512*,513*,514*,515*,516*,517*,518*,519*,520*,530*,531*,532*,540*,541*,545*,604t,610t,605a',
     'author' =>'200f,600a,601a,604a,700a,700b,700c,700d,700a,701b,701c,701d,702a,702b,702c,702d,710a,710b,710c,710d,711a,711b,711c,711d,712a,712b,712c,712d',
     'isbn' => '010a',
     'issn' => '011a',
     'biblionumber' =>'0909',
     'itemtype' => '200b',
     'language' => '101a',
     'publisher' => '210c',
     'date' => '210d',
     'note' => '300a,301a,302a,303a,304a,305a,306az,307a,308a,309a,310a,311a,312a,313a,314a,315a,316a,317a,318a,319a,320a,321a,322a,323a,324a,325a,326a,327a,328a,330a,332a,333a,336a,337a,345a',
     'Koha-Auth-Number' => '6009,6019,6029,6039,6049,6059,6069,6109,7009,7019,7029,7109,7119,7129',
     'subject' => '600*,601*,606*,610*',
     'dewey' => '676a',
     'host-item' => '995a,995c'

MARC21 NoZebraIndexes sample 

     'title' => '130a,210a,222a,240a,243a,245a,245b,246a,246b,247a,247b,250a,250b,440a,830a',
     'author' => '100a,100b,100c,100d,110a,111a,111b,111c,111d,245c,700a,710a,711a,800a,810a,811a',
     'isbn' => '020a',
     'issn' => '022a',
     'lccn' => '010a',
     'biblionumber' => '999c',
     'itemtype' => '942c',
     'publisher' => '260b',
     'date' => '260c',
     'note' => '500a, 501a,504a,505a,508a,511a,518a,520a,521a,522a,524a,526a,530a,533a,538a,541a,546a,555a,556a,562a,563a,583a,585a,582a',
     'subject' => '600*,610*,611*,630*,650*,651*,653*,654*,655*,662*,690*',
     'dewey' => '082',
     'bc' => '952p',
     'callnum' => '952o',
     'an' => '6009,6109,6119',
     'homebranch' => '952a,952c'

koha.xml sample

<yazgfs>

       <listen id="biblioserver" >tcp:@:9902</listen>
       <listen id="authorityserver">tcp:@:2102</listen>

       <server id="biblioserver"  listenref="biblioserver">
               <directory>/home/zebradbs/biblios</directory>
               <config>/home/zebradbs/biblios/etc/zebra-biblios.cfg</config>
               <cql2rpn>/home/zebradbs/biblios/etc/pqf.properties</cql2rpn>
       </server>

       <serverinfo id="biblioserver">
               <ccl2rpn>/home/zebradbs/biblios/etc/ccl.properties</ccl2rpn>
               <user>kohaadmin</user>
               <password>K0h4R0ck$</password>
       </serverinfo>

       <server id="authorityserver"  listenref="authorityserver" >
               <directory>/home/zebradbs/authorities</directory>
               <config>/home/zebradbs/authorities/etc/zebra-authorities.cfg</config>
       <cql2rpn>/home/zebradbs/authorities/etc/pqf.properties</cql2rpn>
       </server>

       <serverinfo id="authorityserver">
               <ccl2rpn>/home/zebradbs/authorities/etc/ccl.properties</ccl2rpn>
               <user>kohaadmin</user>
               <password>K0h4R0ck$</password>
       </serverinfo>

       <config>
               <database>mysql_Database_usually_koha</database>
               <hostname>mysql_server_usually_localhost</hostname>
               <user>login</user>
               <pass>password</pass>
               <kohaversion>3.0</kohaversion>
               <biblioserver>biblios</biblioserver>
               <biblioservershadow>1</biblioservershadow>
               <authorityserver>authorities</authorityserver>
               <authorityservershadow>1</authorityservershadow>
               <intranetdir>/path/to/koha/</intranetdir>
       <opacdir>/path/to/koha/opac</opacdir>
       <opachtdocs>/path/to/koha/koha-tmpl/opac-tmpl</opachtdocs>
       <intrahtdocs>/path/to/koha/koha-tmpl/intranet-tmpl</intrahtdocs>
       <includes>/path/to/koha/koha-tmpl/intranet-tmpl/prog/en/includes</includes>
       </config>
</yazgfs>

Troubleshooting

Encoding

You may get diacritics wrong in biblios after the update. This seems to happen because mysql 4.0 says/think your datas are using encoding X while they are not. We (BibLibre) have experimented that using the flag --default-character-set=latin1 when retrieving your datas can solve the problem

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