<!ENTITY % common SYSTEM "common/common.ent">
%common;
]>
-<!-- $Id: pazpar2_conf.xml,v 1.10 2007-03-30 00:13:45 quinn Exp $ -->
+<!-- $Id: pazpar2_conf.xml,v 1.24 2007-05-25 12:30:27 marc Exp $ -->
<refentry id="pazpar2_conf">
<refentryinfo>
<productname>Pazpar2</productname>
</varlistentry>
<varlistentry>
+ <term>icu_chain</term>
+ <listitem>
+ <para>
+ Definition of ICU tokenization and normalization rules
+ are used if ICU support is compiled in. The 'id'
+ attribute is currently not used, and the 'locale'
+ attribute must be set to one of the locale strings
+ defined in ICU. The child elements listed below can be
+ in any order, except the 'index' element which logically
+ belongs to the end of the list. The stated tokenization,
+ normalization and charmapping instructions are performed
+ in order from top to bottom.
+ </para>
+ <variablelist> <!-- Level 2 -->
+ <varlistentry><term>casemap</term>
+ <listitem>
+ <para>
+ The attribure 'rule' defines the direction of the
+ per-character casemapping, allowed values are "l"
+ (lower), "u" (upper), "t" (title).
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term>normalize</term>
+ <listitem>
+ <para>
+ Normalization and transformation of tokens follows
+ the rules defined in the 'rule' attribute. For
+ possible values we refer to the extensive ICU
+ documentation found at the
+ <ulink url="&url.icu.transform;">ICU
+ transformation</ulink> home page. Set filtering
+ principles are explained at the
+ <ulink url="&url.icu.unicode.set;">ICU set and
+ filtering</ulink> page.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term>tokenize</term>
+ <listitem>
+ <para>
+ Tokenization is the only rule in the ICU chain
+ which splits one token into multiple tokens. The
+ 'rule' attribute may have the following values:
+ "s" (sentence), "l" (line-break), "w" (word), and
+ "c" (character), the later probably not beeing
+ very useful in a runing pazpar2 installation.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term>index</term>
+ <listitem>
+ <para>
+ Finally the 'index' element instruction - without
+ any 'rule' attribute - is used to store the tokens
+ after chain processing in the relevance ranking
+ unit of Pazpar2. It will always be the last
+ instruction in the chain.
+ </para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
<term>service</term>
<listitem>
<para>
This nested element controls the behavior of pazpar2 with
respect to your data model. In pazpar2, incoming records are
- normalized, using XSLT, into an internal representation (see
- the <link
- linkend="config-retrievalprofile">retrievalprofile</link> secion.
+ normalized, using XSLT, into an internal representation.
The 'service' section controls the further processing and
extraction of data from the internal representation, primarily
through the 'metdata' sub-element.
<listitem>
<para>
This is the name of the data element. It is matched
- against the 'type' attribute of the 'metadata' element
+ against the 'type' attribute of the
+ 'metadata' element
in the normalized record. A warning is produced if
- metdata elements with an unknown name are found in the
- normalized record. This name is also used to represent
+ metdata elements with an unknown name are
+ found in the
+ normalized record. This name is also used to
+ represent
data elements in the records returned by the
webservice API, and to name sort lists and browse
facets.
<varlistentry><term>rank</term>
<listitem>
<para>
- Specifies that this element is to be used to help rank
+ Specifies that this element is to be used to
+ help rank
records against the user's query (when ranking is
requested). The value is an integer, used as a
multiplier against the basic TF*IDF score. A value of
- 1 is the base, higher values give additional weight to
+ 1 is the base, higher values give additional
+ weight to
elements of this type. The default is '0', which
excludes this element from the rank calculation.
</para>
termlist, or browse facet. Values are tabulated from
incoming records, and a highscore of values (with
their associated frequency) is made available to the
- client through the webservice API. The possible values
+ client through the webservice API.
+ The possible values
are 'yes' and 'no' (default).
</para>
</listitem>
</variablelist> <!-- Data elements in server directive -->
</refsect2>
- <refsect2 id="config-queryprofile"><title>queryprofile</title>
- <para>
- At the moment, this directive is ignored; there is one global
- CCL-mapping file which governs the mapping of queries to Z39.50
- type-1. This file is located in etc/default.bib. This will change
- shortly.
- </para>
- </refsect2>
-
- <refsect2 id="config_retrievalprofile"><title>retrievalprofile</title>
- <para>
- Note: In the present version, there is a single retrieval
- profile. However, in a future release, it will be possible to
- associate unique retrieval profiles with different targets, or to
- generate retrieval profiles using XSLT from the ZeeRex description of
- a target.
- </para>
-
- <para>
- The following data elements are recognized for the retrievalprofile
- directive:
- </para>
-
- <variablelist>
- <varlistentry><term>requestsyntax</term>
- <listitem>
- <para>
- This element specifies the request syntax to be used in queries. It only
- makes sense for Z39.50-type targets.
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry><term>nativesyntax</term>
- <listitem>
- <para>
- This element specifies the native syntax and encoding of the
- result records. The default is XML. The following attributes
- are defined:
- </para>
- <variablelist>
- <varlistentry><term>name</term>
- <listitem>
- <para>
- The name of the syntax. Currently recognized values are
- 'iso2709' (MARC), and 'xml'.
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry><term>format</term>
- <listitem>
- <para>
- The format, or schema, to be expected. Default is
- 'marc21'.
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry><term>encoding</term>
- <listitem>
- <para>
- The encoding of the response record. Typical values for
- MARC records are 'marc8' (general MARC-8), 'marc8s'
- (MARC-8, but maps to precomposed UTF-8 characters, more
- suitable for use in web browsers), 'latin1'.
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry><term>mapto</term>
- <listitem>
- <para>
- Specifies the flavor of MARCXML to map results to.
- Default is 'marcxml'. 'marcxchange' is also possible, and
- useful for Danish DANMARC records.
- </para>
- </listitem>
- </varlistentry>
- </variablelist> <!-- parameters to nativesyntax directive -->
- </listitem>
- </varlistentry>
- </variablelist> <!-- sub-elements in retrievalprofile -->
- </refsect2>
-
</refsect1>
<refsect1><title>EXAMPLE</title>
<!-- <zproxy host="localhost:9000"/> -->
<!-- <zproxy port="9000"/> -->
+
+ <!-- optional ICU ranking configuration example -->
+ <!--
+ <icu_chain id="el:word" locale="el">
+ <normalize rule="[:Control:] Any-Remove"/>
+ <tokenize rule="l"/>
+ <normalize rule="[[:WhiteSpace:][:Punctuation:]] Remove"/>
+ <casemap rule="l"/>
+ <index/>
+ </icu_chain>
+ -->
+
<service>
<metadata name="title" brief="yes" sortkey="skiparticle" merge="longest" rank="6"/>
<metadata name="isbn" merge="unique"/>
</service>
</server>
-<queryprofile/> <!-- Like a CCL profile++ . Can optionally refer to XSLT to
- convert ZeeRex into queryprofile. Multiple profiles can exist. -->
-
-<retrievalprofile>
- <requestsyntax>marc21</requestsyntax>
- <nativesyntax name="iso2709" format="marc21" encoding="marc8s" mapto="marcxml"/>
- <map type="xslt" stylesheet="marc21.xsl"/>
-</retrievalprofile>
-
</pazpar2>
]]></screen>
</para>
</refsect1>
- <refsect1><title>TARGET SETTINGS</title>
+ <refsect1 id="target_settings"><title>TARGET SETTINGS</title>
<para>
Pazpar2 features a cunning scheme by which you can associate various
- kinds of attributes, or settings with search targets. This is done
- through XML files, and each file can associate one or more settings
- with one or more targets. The file format is generic in nature,
- designed to support a wide range of application requirements. The
+ kinds of attributes, or settings with search targets. This can be done
+ through XML files which are read at startup; each file can associate
+ one or more settings with one or more targets. The file format is generic
+ in nature, designed to support a wide range of application requirements. The
settings can be purely technical things, like, how to perform a title
search against a given target, or it can associate arbitrary name=value
pairs with groups of targets -- for instance, if you would like to
place all commercial full-text bases in one group for selection
- purposes, or you would like to control what targets are accessible to a
- given user.
+ purposes, or you would like to control what targets are accessible
+ to users by default.
</para>
<para>
process any settings files found therein.
</para>
+ <para>
+ Clients of the pazpar2 webservice interface can selectively override
+ settings for individual targets within the scope of one session. This
+ can be used in conjunction with an external authentication system to
+ determine which resources are to be accessible to which users. Pazpar2
+ itself has no notion of end-users, and so can be used in conjunction
+ with any type of authentication system. Similarly, the authentication
+ tokens submitted to access-controlled search targets can similarly be
+ overriden, to allow use of pazpar2 in a consortial or multi-library
+ environment, where different end-users may need to be represented to
+ some search targets in different ways. This, again, can be managed
+ using an external database or other lookup mechanism. Setting overrides
+ can be performed either using the 'init' or the 'settings' webservice
+ command (see XXX ref to pazpar2 protocol).
+ </para>
+
+ <para>
+ In fact, every setting that applies to a database (except pz:id, which
+ can only be used for filtering targets to use for a search) can be overriden
+ on a per-session basis. This allows the client to override specific CCL fields
+ for searching, etc., to meet the needs of a session or user.
+ </para>
+
+ <para>
+ Finally, as an extreme case of this, the webservice client can
+ introduce entirely new targets, on the fly, as part of the init or
+ settings command. This is useful if you desire to manage information
+ about your search targets in a separate application such as a database.
+ You do not need any static settings file whatsoever to run pazpar2 -- as
+ long as the webservice client is prepared to supply the necessary
+ information at the beginning of every session.
+ </para>
+
+ <para>
+ NOTE: The following discussion of practical issues related to session and settings
+ management are cast in terms of a user interface based on Ajax/Javascript
+ technology. It would apply equally well to many other kinds of browser-based logic.
+ </para>
+
+ <para>
+ Typically, a Javascript client is not allowed to directly alter the parameters
+ of a session. There are two reasons for this. One has to do with access
+ to information; typically, information about a user will be stored in a
+ system on the server side, or it will be accessible in some way from the server.
+ However, since the Javascript client cannot be entirely trusted (some hostile
+ agent might in fact 'pretend' to be a regular ws client), it is more robust
+ to control session sesttings from scripting that you run as part of your
+ webserver. Typically, this can be handled during the session initialization,
+ as follows:
+ </para>
+
+ <para>
+ Step 1: The Javascript client loads, and asks the webserver for a new pazpar2
+ session ID. This can be done using a Javascript call, for instance. Note that
+ it is possible to submit Ajax HTTPXmlRequest calls either to pazpar2 or to the
+ webserver that pazpar2 is proxying for. See (XXX Insert link to pazpar2 protocol).
+ </para>
+
+ <para>
+ Step 2: Code on the webserver authenticates the user, by database lookup,
+ LDAP access, NCIP, etc. Determines which resources the user has access to,
+ and any user-specific parameters that are to be applied during this session.
+ </para>
+
+ <para>
+ Step 3: The webserver initializes a new pazpar2 settings, and sets user-specific
+ parameters as necessary, using the init webservice command. A new session ID is
+ returned.
+ </para>
+
+ <para>
+ Step 4: The webserver returns this session ID to the Javascript client, which then
+ uses the session ID to submit searches, show results, etc.
+ </para>
+
+ <para>
+ Step 5: When the Javascript client ceases to use the session, pazpar2 destroys
+ any session-specific information.
+ </para>
+
<refsect2><title>SETTINGS FILE FORMAT</title>
<para>
+ Each file contains a root element named <settings>. It may
+ contain one or more <set> elements. The settings and set
+ elements may contain the following attributes. Attributes in the set node
+ overrides those in the setting root element. Each set node must
+ specify (directly, or inherited from the parent node) at least a
+ target, name, and value.
</para>
+
+ <variablelist>
+ <varlistentry>
+ <term>target</term>
+ <listitem>
+ <para>
+ This specifies the search target to which this setting should be
+ applied. Targets are identified by their Z39.50 URL, generally
+ including the host, port, and database name, (e.g.
+ bagel.indexdata.com:210/marc). Two wildcard forms are accepted:
+ * (asterisk) matches all known targets;
+ bagel.indexdata.com:210/* matches all known databases on the given
+ host.
+ </para>
+ <para>
+ A precedence system determines what happens if there are
+ overlapping values for the same setting name for the same
+ target. A setting for a specific target name overrides a
+ setting whch specifies target using a wildcard. This makes it
+ easy to set defaults for all targets, and then override them
+ for specific targets or hosts. If there are
+ multiple overlapping settings with the same name and target
+ value, the 'precedence' attribute determines what happens.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>name</term>
+ <listitem>
+ <para>
+ The name of the setting. This can be anything you like.
+ However, pazpar2 reserves a number of setting names for
+ specific purposes, all starting with 'pz:', and it is a good
+ idea to avoid that prefix if you make up your own setting
+ names. See below for a list of reserved variables.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>value</term>
+ <listitem>
+ <para>
+ The value of the setting. Generally, this can be anything you
+ want -- however, some of the reserved settings may expect
+ specific kinds of values.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>precedence</term>
+ <listitem>
+ <para>
+ This should be an integer. If not provided, the default value
+ is 0. If two (or more) settings have the same content for
+ target and name, the precedence value determines the outcome.
+ If both settings have the same precedence value, they are both
+ applied to the target(s). If one has a higher value, then the
+ value of that setting is applied, and the other one is ignored.
+ </para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+
+ <para>
+ By setting defaults for target, name, or value in the root
+ settings node, you can use the settings files in many different
+ ways. For instance, you can use a single file to set defaults for
+ many different settings, like search fields, retrieval syntaxes,
+ etc. You can have one file per server, which groups settings for
+ that server or target. You could also have one file which associates
+ a number of targets with a given setting, for instance, to associate
+ many databases with a given category or class that makes sense
+ within your application.
+ </para>
+
+ <para>
+ The following examples illustrate uses of the settings system to
+ associate settings with targets to meet different requirements.
+ </para>
+
+ <para>
+ The example below associates a set of default values that can be
+ used across many targets. Note the wildcard for targets.
+ This associates the given settings with all targets for which no
+ other information is provided.
+ <screen><![CDATA[
+<settings target="*">
+
+ <!-- This file introduces default settings for pazpar2 -->
+ <!-- $Id: pazpar2_conf.xml,v 1.24 2007-05-25 12:30:27 marc Exp $ -->
+
+ <!-- mapping for unqualified search -->
+ <set name="pz:cclmap:term" value="u=1016 t=l,r s=al"/>
+
+ <!-- field-specific mappings -->
+ <set name="pz:cclmap:ti" value="u=4 s=al"/>
+ <set name="pz:cclmap:su" value="u=21 s=al"/>
+ <set name="pz:cclmap:isbn" value="u=7"/>
+ <set name="pz:cclmap:issn" value="u=8"/>
+ <set name="pz:cclmap:date" value="u=30 r=r"/>
+
+ <!-- Retrieval settings -->
+
+ <set name="pz:requestsyntax" value="marc21"/>
+ <!-- <set name="pz:elements" value="F"/> NOT YET IMPLEMENTED -->
+
+ <!-- Result normalization settings -->
+
+ <set name="pz:nativesyntax" value="iso2709"/>
+ <set name="pz:xslt" value="../etc/marc21.xsl"/>
+
+</settings>
+
+ ]]></screen>
+ </para>
+
+ <para>
+ The next example shows certain settings overriden for one target,
+ one which returns XML records containing DublinCore elements, and
+ which furthermore requires a username/password.
+ <screen><![CDATA[
+<settings target="funkytarget.com:210/db1">
+ <set name="pz:requestsyntax" value="xml"/>
+ <set name="pz:nativesyntax" value="xml"/>
+ <set name="pz:xslt" value="../etc/dublincore.xsl"/>
+
+ <set name="pz:authentication" value="myuser/password"/>
+</settings>
+ ]]></screen>
+ </para>
+
+ <para>
+ The following example associates a specific name/value combination
+ with a number of targets. The targets below are access-restricted,
+ and can only be used by users with special credentials.
+ <screen><![CDATA[
+<settings name="pz:allow" value="0">
+ <set target="funkytarget.com:210/*"/>
+ <set target="commercial.com:2100/expensiveDb"/>
+</settings>
+ ]]></screen>
+ </para>
+
+ </refsect2>
+
+ <refsect2><title>RESERVED SETTING NAMES</title>
+ <para>
+ The following setting names are reserved by pazpar2 to control the
+ behavior of the client function.
+ </para>
+
+ <variablelist>
+ <varlistentry>
+ <term>pz:cclmap:xxx</term>
+ <listitem>
+ <para>
+ This establishes a CCL field definition or other setting, for
+ the purpose of mapping end-user queries. XXX is the field or
+ setting name, and the value of the setting provides parameters
+ (e.g. parameters to send to the server, etc.). Please consult
+ the YAZ manual for a full overview of the many capabilities of
+ the powerful and flexible CCL parser.
+ </para>
+ <para>
+ Note that it is easy to etablish a set of default parameters,
+ and then override them individually for a given target.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>pz:requestsyntax</term>
+ <listitem>
+ <para>
+ This specifies the record syntax to use when requesting
+ records from a given server. The value can be a symbolic name like
+ marc21 or xml, or it can be a Z39.50-style dot-separated OID.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>pz:elements</term>
+ <listitem>
+ <para>
+ The element set name to be used when retrieving records from a
+ server (not yet implemented).
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>pz:piggyback</term>
+ <listitem>
+ <para>
+ Piggybacking enables the server to retrieve records from the
+ server as part of the search response in Z39.50. Almost all
+ servers support this (or fail it gracefully), but a few
+ servers will produce undesirable results.
+ Set to '1' to enable piggybacking, '0' to disable it. Default
+ is 1 (piggybacking enabled).
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>pz:nativesyntax</term>
+ <listitem>
+ <para>
+ The representation (syntax) of the retrieval records. Currently
+ recognized values are iso2709 and xml.
+ </para>
+ <para>
+ For iso2709, can also specify a native character set, e.g. "iso2709;latin-1".
+ If no character set is provided, MARC-8 is assumed.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>pz:xslt</term>
+ <listitem>
+ <para>
+ Provides the path of an XSLT stylesheet which will be used to
+ map incoming records to the internal representation.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>pz:authentication</term>
+ <listitem>
+ <para>
+ Sets an authentication string for a given server. See the section on
+ authorization and authentication for discussion.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>pz:allow</term>
+ <listitem>
+ <para>
+ Allows or denies access to the resources it is applied to. Possible
+ values are '0' and '1'. The default is '1' (allow access to this resource).
+ See the manual section on authorization and authentication for discussion
+ about how to use this setting.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>pz:maxrecs</term>
+ <listitem>
+ <para>
+ Controls the maximum number of records to be retrieved from a
+ server. The default is 100 (not yet implemented).
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>pz:id</term>
+ <listitem>
+ <para>
+ This setting can't be 'set' -- it contains the ID (normally
+ ZURL) for a given target, and is useful for filtering --
+ specifically when you want to select one or more specific
+ targets in the search command.
+ </para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
</refsect2>
+
</refsect1>
</refentry>
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