publisher-algorithm-notes.txt

Algorithm to Generate BibFrame *publications* from MaRC

reversed engineered from LoC xquery implementation of Marc -> BibFrame
  https://github.com/lcnetdev/marc2bibframe

  bf:publication  are created for bib records by:
    modules/module.MBIB-2-BIBFRAME-Shared.xqy


a bf:publication is created when the Bib record has:

case 1A:
  260 or 264
    if |b and NOT (264 ind2=(2|3) )  or  if |a or |c or |f
    AND
    if first of 260|261|262|264|300
      when there are isbns in 020a and generate instances from isbns rule is NOT on
      OR
      when there are no isbns in 020a
case 2:
  260 (except the first one) when leader6 == 'a'  &&  leader7 == 'b', 'i' or 's'
case 3:
  261 or 262
    if first of 260|261|262|264|300
      when there are isbns in 020a and generate instances from isbns rule is NOT on
      OR
      when there are no isbns in 020a
case 4:
  533 when |b or |c or |d or |e or |m or |n  (b=pubPlace, c=publisher_name, d=pubDate)


================================================================================
Naomi's notes below this line


Looking for code that outputs publication
  in modules/module.MBIB-2-BIBFRAME-Shared.xqy

# case 1:
# when there are isbns in 020a and generate instances from isbns rule is NOT on
# OR
# when there are no isbns in 020a
#   first 260|261|262|264|300  passed to  generate-instance-from260
#
#   generate-instance-from260
#     for each 260|264  calls  generate-publication
#
#     generate-publication:
#       if |b and NOT (264 ind2=(2|3) )
#       else if |a or |c or |f
#
# case 2:
#   260 (except the first one) when leader6 == 'a'  &&  leader7 == 'b', 'i' or 's'
#
function mbshared:generate-publication
  # if |b and NOT (264 ind2=(2|3) )
  1207: if ($d/marcxml:subfield[@code="b"]) then
  ...
  1209:   for $pub at $x in $d/marcxml:subfield[@code="b"]
  1210:     let $propname :=
  1211:       if ($d/@tag="264" and $d/@ind2="3" ) then
  1212:         "bf:manufacture"
  1213:       else if ($d/@tag="264" and $d/@ind2="2" ) then
  1214:         "bf:distribution"
  1215:       else
  1216:         "bf:publication"
  ...
  # else if |a or |c
  1265: else if ($d/marcxml:subfield[fn:matches(@code,"(a|c)")]) then
  1266:             element bf:publication {
  ...
  1284: else
  ...
  1286:   if ($d/marcxml:subfield[@code="e"]) then
  ...
  # effectively, if |f
  1319:   else if ($d/marcxml:subfield[fn:matches(@code,"(e|f)")]) then
  1320:            element bf:publication {

    Called by (case 1):  generate-publication called by generate-instance-from260
      # call for each 260|264
      function mbshared:generate-instance-from260
        576: let $publication:=
        577:   if (fn:matches($d/@tag, "(260|264)")) then
        578:     for $pub in $d/../marcxml:datafield[fn:matches(@tag, "(260|264)")]
        579:       return mbshared:generate-publication($pub)
        580:   else if (fn:matches($d/@tag, "(261|262)")) then mbshared:generate-26x-pub($d)
        581:   else ()
        ...
        755: return
        756:   element bf:Instance {
        ...
        762:            $publication,

      # NOTE:  this execution chain is used to assign data to a variable that is NEVER USED
      Called by:   generate-instance-from260  is called by  generate-instance-from250
        function mbshared:generate-instance-from250
          1670: let $instance := mbshared:generate-instance-from260($d/../marcxml:datafield[fn:matches(@tag, "(260|261|262|264|300)")][1], $workID)

        Called by:    generate-instance-from250  is called by   generate-instance-from260
          function mbshared:generate-instance-from260
            # NOTE:  $edition-instances variable is NEVER used
            558: let $edition-instances:=
            559:   for $e in $d/../marcxml:datafield[@tag eq "250"][fn:not(1)]
            560:     return
            561:       (mbshared:generate-instance-from250($e,$workID),
            562:       element bf:relatedInstance {
            563:         element bf:Instance {

      Called by (also):  generate-instance-from260  is called by  generate-instances
        function mbshared:generate-instances
          2058: if ( $isbn-sets//bf:set) then
          ...
          2060:   let $instance:=
          2061:     for $i in $marcxml/marcxml:datafield[fn:matches(@tag, "(260|261|262|264|300)")][1]
          2062:       return mbshared:generate-instance-from260($i, $workID)
          2063:   return
          2064:     if (fn:string($mbshared:transform-rules//rule[@id="1"]/@status)="on" ) then
          ...
          2067:     else (:just return the instance with multiple isbns on it is  handled inside instance-from260:)
          2068:       $instance
          ...
          2071: else (: $isbn-sets//bf:set is false use the first edition, etc:)
          2072:   for $i in $marcxml/marcxml:datafield[fn:matches(@tag, "(260|261|262|264|300)")][1]
          2073:     return mbshared:generate-instance-from260($i, $workID)

        Called by:
          function mbshared:generate-work(
            2595:    let $instances := mbshared:generate-instances($marcxml, $typeOf008, $workID)

    # case 2:  260 (except the first one) when leader6 == 'a'  &&  leader7 == 'b', 'i' or 's'
    Called by (case 1B):   generate-publication called by  generate-additional-instance
      function mbshared:generate-additional-instance
      471: let $pub:=          mbshared:generate-publication($d)
      ...
      474: return element bf:Instance {element bf:instanceTitle{
      ...
      477:   $pub

      Called by:
        function mbshared:generate-instances
          2075:      if ($typeOf008!="SE") then
          2076:        for $i at $x in $marcxml/marcxml:datafield[@tag="260"][fn:position() != 1]
          2077:                return  mbshared:generate-additional-instance($i, $workID , $x)

        Called by:
          function mbshared:generate-work(
            2578: let $typeOf008:=
            2579:   if ($leader6="a") then
                      if ...
            2582:     else if (fn:matches($leader7,"(b|i|s)")) then
            2583:      "SE"
              ...
            2595:    let $instances := mbshared:generate-instances($marcxml, $typeOf008, $workID)


# case 3:
#  261 or 262
#
# when there are isbns in 020a and generate instances from isbns rule is NOT on
# OR
# when there are no isbns in 020a
#   first 260|261|262|264|300  passed to  generate-instance-from260
#
#   generate-instance-from260
#     for 261|262  calls  generate-26x-pub
#
function mbshared:generate-26x-pub
  1166:  element bf:publication {

  Called by:  generate-26x-pub called by generate-instance-from260
    # call for each 260|264
    function mbshared:generate-instance-from260
      576: let $publication:=
      577:   if (fn:matches($d/@tag, "(260|264)")) then
      578:     for $pub in $d/../marcxml:datafield[fn:matches(@tag, "(260|264)")]
      579:       return mbshared:generate-publication($pub)
      580:   else if (fn:matches($d/@tag, "(261|262)")) then mbshared:generate-26x-pub($d)
      581:   else ()
      ...
      755: return
      756:   element bf:Instance {
      ...
      762:            $publication,

    # NOTE:  this execution chain is used to assign data to a variable that is NEVER USED
    Called by:   generate-instance-from260  is called by  generate-instance-from250
      function mbshared:generate-instance-from250
        1670: let $instance := mbshared:generate-instance-from260($d/../marcxml:datafield[fn:matches(@tag, "(260|261|262|264|300)")][1], $workID)

      Called by:    generate-instance-from250  is called by   generate-instance-from260
        function mbshared:generate-instance-from260
          # NOTE:  $edition-instances variable is NEVER used
          558: let $edition-instances:=
          559:   for $e in $d/../marcxml:datafield[@tag eq "250"][fn:not(1)]
          560:     return
          561:       (mbshared:generate-instance-from250($e,$workID),
          562:       element bf:relatedInstance {
          563:         element bf:Instance {

    Called by (also):  generate-instance-from260  is called by  generate-instances
      function mbshared:generate-instances
        2058: if ( $isbn-sets//bf:set) then
        ...
        2060:   let $instance:=
        2061:     for $i in $marcxml/marcxml:datafield[fn:matches(@tag, "(260|261|262|264|300)")][1]
        2062:       return mbshared:generate-instance-from260($i, $workID)
        2063:   return
        2064:     if (fn:string($mbshared:transform-rules//rule[@id="1"]/@status)="on" ) then
        ...
        2067:     else (:just return the instance with multiple isbns on it is  handled inside instance-from260:)
        2068:       $instance
        ...
        2071: else (: $isbn-sets//bf:set is false use the first edition, etc:)
        2072:   for $i in $marcxml/marcxml:datafield[fn:matches(@tag, "(260|261|262|264|300)")][1]
        2073:     return mbshared:generate-instance-from260($i, $workID)

      Called by:
        function mbshared:generate-work(
          2595:    let $instances := mbshared:generate-instances($marcxml, $typeOf008, $workID)


# case 4
# 533 when |b or |c or |d or |e or |m or |n  (b=pubPlace, c=publisher_name, d=pubDate)
function mbshared:generate-related-reproduction
  2186: let $pubPlace:= for  $pl in $d/marcxml:subfield[@code="b"]
  2187:   return element bf:providerPlace{
  2188:     element bf:Place {
  2189:       element bf:label {fn:string($pl)}
  2190:     }}
  2191: let $agent:= for  $aa in $d/marcxml:subfield[@code="c"]
  2192:   return element bf:providerName {
  2193:     element bf:Organization {
  2194:       element bf:label {fn:string($aa)}
  2195:     }
  2196:   }
  2197: let $pubDate:= if ($d/marcxml:subfield[@code="d"]) then element bf:providerDate{ marc2bfutils:chopPunctuation($d/marcxml:subfield[@code="d"],".")} else ()
  2198: let $extent:= fn:string($d/marcxml:subfield[@code="e"])
  2199: let $coverage:= fn:string($d/marcxml:subfield[@code="m"])
  ...
  2201: let $note:= for $n in $d/marcxml:subfield[@code="n"]
  2202:   return element bf:note { fn:string($n)}
  ...
  2208: if ($pubDate or $pubPlace or $agent or $extent or $coverage or $note) then
  2209:   element bf:hasInstance {
  2210:     element bf:Instance {
  ...
  2212:       element bf:publication {

  Called by:
    function mbshared:related-works  with  3rd arg NOT 'instance'
      2502: for $d in $marcxml/marcxml:datafield[fn:matches(@tag,"(533)")]
      2503:   for $type in $relateds/type[@tag=$d/@tag]
      2504:     return mbshared:generate-related-reproduction($d,$type)

    Called by
      function mbshared:generate-work
        2751:   let $work-relateds := mbshared:related-works($marcxml,$workID,"work")


--------------------------------------------------------------------------------
ack output for 'publication'

modules/module.MBIB-2-BIBFRAME-Shared.xqy
97:         <node domain="instance" property="musicPlate"             tag="028" sfcodes="a" ind1="2"  group="identifiers" >music publication number assigned by publisher</node>
471:    let $pub:=          mbshared:generate-publication($d)
524::   This is the function generates instance resources from publication data
576:    let $publication:=
579:                    return mbshared:generate-publication($pub)
762:            $publication,
1153::   This is the function generates publication  data for 261, 262
1166:  element bf:publication {
1191::   This is the function generates publication  data for instance
1193:: abc are repeatable!!! each repetition of b or c is another publication; should it be another instance????
1194:abc and def are parallel, so a and d are treated the same, etc, except the starting property name publication vs manufacture
1202:declare function mbshared:generate-publication
1206:{ (:first handle abc, for each b, set up a publication with any associated A's and Cs:)
1216:                 "bf:publication"
1266:             element bf:publication {
1320:            element bf:publication {
2212:           element bf:publication {


ack output for 'publisher'

modules/module.MARCXMLBIB-BFUtils.xqy
497:  <term roletext="publisher" rolecode="pbl" uri="http://id.loc.gov/vocabulary/relators/pbl"/>

modules/module.MBIB-2-BIBFRAME-Shared.xqy
95:         <node domain="instance" property="issueNumber"            tag="028" sfcodes="a" ind1="0"    group="identifiers">sound recording publisher issue number</node>
96:         <node domain="instance" property="matrixNumber"           tag="028" sfcodes="a" ind1="1"    group="identifiers">sound recording publisher matrix master number</node>
97:         <node domain="instance" property="musicPlate"             tag="028" sfcodes="a" ind1="2"  group="identifiers" >music publication number assigned by publisher</node>
98:         <node domain="instance" property="musicPublisherNumber"   tag="028" sfcodes="a" ind1="3"    group="identifiers">other publisher number for music</node>
99:         <node domain="instance"   property="videorecordingNumber"   tag="028" sfcodes="a" ind1="4" group="identifiers"    >publisher assigned videorecording number</node>
100:         <node domain="instance"    property="publisherNumber"        tag="028" sfcodes="a" ind1="5"   group="identifiers"  >other publisher assigned number</node>
1164:    262 is $a place, $b publisher $c date.:)
1733:                else if (fn:matches(fn:string($d/marcxml:subfield[@code="3"]),"publisher","i")) then "publisher summary"
1755:                                        else if ($type="publisher summary") then "bf:Summary"
1773:                                        else if ($type="publisher summary") then "bf:review"


ack output for 'publish':

modules/module.MARCXMLBIB-BFUtils.xqy
497:  <term roletext="publisher" rolecode="pbl" uri="http://id.loc.gov/vocabulary/relators/pbl"/>
498:  <term roletext="publishing director" rolecode="pbd" uri="http://id.loc.gov/vocabulary/relators/pbd"/>

modules/module.MBIB-2-BIBFRAME-Shared.xqy
95:         <node domain="instance" property="issueNumber"            tag="028" sfcodes="a" ind1="0"    group="identifiers">sound recording publisher issue number</node>
96:         <node domain="instance" property="matrixNumber"           tag="028" sfcodes="a" ind1="1"    group="identifiers">sound recording publisher matrix master number</node>
97:         <node domain="instance" property="musicPlate"             tag="028" sfcodes="a" ind1="2"  group="identifiers" >music publication number assigned by publisher</node>
98:         <node domain="instance" property="musicPublisherNumber"   tag="028" sfcodes="a" ind1="3"    group="identifiers">other publisher number for music</node>
99:         <node domain="instance"   property="videorecordingNumber"   tag="028" sfcodes="a" ind1="4" group="identifiers"    >publisher assigned videorecording number</node>
100:         <node domain="instance"    property="publisherNumber"        tag="028" sfcodes="a" ind1="5"   group="identifiers"  >other publisher assigned number</node>
1164:    262 is $a place, $b publisher $c date.:)
1733:                else if (fn:matches(fn:string($d/marcxml:subfield[@code="3"]),"publisher","i")) then "publisher summary"
1755:                                        else if ($type="publisher summary") then "bf:Summary"
1773:                                        else if ($type="publisher summary") then "bf:review"
2312:Under AACR2, when two works were published together the first work in the compilation was given the 1XX/240, and the second work was given a 700 analytic