--- /dev/null
+BEGIN;
+
+-- this file is a duplicate of 0851, moved up for better backport clarity
+
+-- check whether patch can be applied
+SELECT evergreen.upgrade_deps_block_check('0862', :eg_version);
+
+CREATE OR REPLACE FUNCTION evergreen.maintain_901 () RETURNS TRIGGER AS $func$
+use strict;
+use MARC::Record;
+use MARC::File::XML (BinaryEncoding => 'UTF-8');
+use MARC::Charset;
+use Encode;
+use Unicode::Normalize;
+
+MARC::Charset->assume_unicode(1);
+
+my $schema = $_TD->{table_schema};
+my $marc = MARC::Record->new_from_xml($_TD->{new}{marc});
+
+my @old901s = $marc->field('901');
+$marc->delete_fields(@old901s);
+
+if ($schema eq 'biblio') {
+ my $tcn_value = $_TD->{new}{tcn_value};
+
+ # Set TCN value to record ID?
+ my $id_as_tcn = spi_exec_query("
+ SELECT enabled
+ FROM config.global_flag
+ WHERE name = 'cat.bib.use_id_for_tcn'
+ ");
+ if (($id_as_tcn->{processed}) && $id_as_tcn->{rows}[0]->{enabled} eq 't') {
+ $tcn_value = $_TD->{new}{id};
+ $_TD->{new}{tcn_value} = $tcn_value;
+ }
+
+ my $new_901 = MARC::Field->new("901", " ", " ",
+ "a" => $tcn_value,
+ "b" => $_TD->{new}{tcn_source},
+ "c" => $_TD->{new}{id},
+ "t" => $schema
+ );
+
+ if ($_TD->{new}{owner}) {
+ $new_901->add_subfields("o" => $_TD->{new}{owner});
+ }
+
+ if ($_TD->{new}{share_depth}) {
+ $new_901->add_subfields("d" => $_TD->{new}{share_depth});
+ }
+
+ $marc->append_fields($new_901);
+} elsif ($schema eq 'authority') {
+ my $new_901 = MARC::Field->new("901", " ", " ",
+ "c" => $_TD->{new}{id},
+ "t" => $schema,
+ );
+ $marc->append_fields($new_901);
+} elsif ($schema eq 'serial') {
+ my $new_901 = MARC::Field->new("901", " ", " ",
+ "c" => $_TD->{new}{id},
+ "t" => $schema,
+ "o" => $_TD->{new}{owning_lib},
+ );
+
+ if ($_TD->{new}{record}) {
+ $new_901->add_subfields("r" => $_TD->{new}{record});
+ }
+
+ $marc->append_fields($new_901);
+} else {
+ my $new_901 = MARC::Field->new("901", " ", " ",
+ "c" => $_TD->{new}{id},
+ "t" => $schema,
+ );
+ $marc->append_fields($new_901);
+}
+
+my $xml = $marc->as_xml_record();
+$xml =~ s/\n//sgo;
+$xml =~ s/^<\?xml.+\?\s*>//go;
+$xml =~ s/>\s+</></go;
+$xml =~ s/\p{Cc}//go;
+
+# Embed a version of OpenILS::Application::AppUtils->entityize()
+# to avoid having to set PERL5LIB for PostgreSQL as well
+
+$xml = NFC($xml);
+
+# Convert raw ampersands to entities
+$xml =~ s/&(?!\S+;)/&/gso;
+
+# Convert Unicode characters to entities
+$xml =~ s/([\x{0080}-\x{fffd}])/sprintf('&#x%X;',ord($1))/sgoe;
+
+$xml =~ s/[\x00-\x1f]//go;
+$_TD->{new}{marc} = $xml;
+
+return "MODIFY";
+$func$ LANGUAGE PLPERLU;
+
+CREATE OR REPLACE FUNCTION maintain_control_numbers() RETURNS TRIGGER AS $func$
+use strict;
+use MARC::Record;
+use MARC::File::XML (BinaryEncoding => 'UTF-8');
+use MARC::Charset;
+use Encode;
+use Unicode::Normalize;
+
+MARC::Charset->assume_unicode(1);
+
+my $record = MARC::Record->new_from_xml($_TD->{new}{marc});
+my $schema = $_TD->{table_schema};
+my $rec_id = $_TD->{new}{id};
+
+# Short-circuit if maintaining control numbers per MARC21 spec is not enabled
+my $enable = spi_exec_query("SELECT enabled FROM config.global_flag WHERE name = 'cat.maintain_control_numbers'");
+if (!($enable->{processed}) or $enable->{rows}[0]->{enabled} eq 'f') {
+ return;
+}
+
+# Get the control number identifier from an OU setting based on $_TD->{new}{owner}
+my $ou_cni = 'EVRGRN';
+
+my $owner;
+if ($schema eq 'serial') {
+ $owner = $_TD->{new}{owning_lib};
+} else {
+ # are.owner and bre.owner can be null, so fall back to the consortial setting
+ $owner = $_TD->{new}{owner} || 1;
+}
+
+my $ous_rv = spi_exec_query("SELECT value FROM actor.org_unit_ancestor_setting('cat.marc_control_number_identifier', $owner)");
+if ($ous_rv->{processed}) {
+ $ou_cni = $ous_rv->{rows}[0]->{value};
+ $ou_cni =~ s/"//g; # Stupid VIM syntax highlighting"
+} else {
+ # Fall back to the shortname of the OU if there was no OU setting
+ $ous_rv = spi_exec_query("SELECT shortname FROM actor.org_unit WHERE id = $owner");
+ if ($ous_rv->{processed}) {
+ $ou_cni = $ous_rv->{rows}[0]->{shortname};
+ }
+}
+
+my ($create, $munge) = (0, 0);
+
+my @scns = $record->field('035');
+
+foreach my $id_field ('001', '003') {
+ my $spec_value;
+ my @controls = $record->field($id_field);
+
+ if ($id_field eq '001') {
+ $spec_value = $rec_id;
+ } else {
+ $spec_value = $ou_cni;
+ }
+
+ # Create the 001/003 if none exist
+ if (scalar(@controls) == 1) {
+ # Only one field; check to see if we need to munge it
+ unless (grep $_->data() eq $spec_value, @controls) {
+ $munge = 1;
+ }
+ } else {
+ # Delete the other fields, as with more than 1 001/003 we do not know which 003/001 to match
+ foreach my $control (@controls) {
+ $record->delete_field($control);
+ }
+ $record->insert_fields_ordered(MARC::Field->new($id_field, $spec_value));
+ $create = 1;
+ }
+}
+
+my $cn = $record->field('001')->data();
+# Special handling of OCLC numbers, often found in records that lack 003
+if ($cn =~ /^o(c[nm]|n)\d/) {
+ $cn =~ s/^o(c[nm]|n)0*(\d+)/$2/;
+ $record->field('003')->data('OCoLC');
+ $create = 0;
+}
+
+# Now, if we need to munge the 001, we will first push the existing 001/003
+# into the 035; but if the record did not have one (and one only) 001 and 003
+# to begin with, skip this process
+if ($munge and not $create) {
+
+ my $scn = "(" . $record->field('003')->data() . ")" . $cn;
+
+ # Do not create duplicate 035 fields
+ unless (grep $_->subfield('a') eq $scn, @scns) {
+ $record->insert_fields_ordered(MARC::Field->new('035', '', '', 'a' => $scn));
+ }
+}
+
+# Set the 001/003 and update the MARC
+if ($create or $munge) {
+ $record->field('001')->data($rec_id);
+ $record->field('003')->data($ou_cni);
+
+ my $xml = $record->as_xml_record();
+ $xml =~ s/\n//sgo;
+ $xml =~ s/^<\?xml.+\?\s*>//go;
+ $xml =~ s/>\s+</></go;
+ $xml =~ s/\p{Cc}//go;
+
+ # Embed a version of OpenILS::Application::AppUtils->entityize()
+ # to avoid having to set PERL5LIB for PostgreSQL as well
+
+ $xml = NFC($xml);
+
+ # Convert raw ampersands to entities
+ $xml =~ s/&(?!\S+;)/&/gso;
+
+ # Convert Unicode characters to entities
+ $xml =~ s/([\x{0080}-\x{fffd}])/sprintf('&#x%X;',ord($1))/sgoe;
+
+ $xml =~ s/[\x00-\x1f]//go;
+ $_TD->{new}{marc} = $xml;
+
+ return "MODIFY";
+}
+
+return;
+$func$ LANGUAGE PLPERLU;
+
+CREATE OR REPLACE FUNCTION public.naco_normalize( TEXT, TEXT ) RETURNS TEXT AS $func$
+
+ use strict;
+ use Unicode::Normalize;
+ use Encode;
+
+ my $str = shift;
+ my $sf = shift;
+
+ # Apply NACO normalization to input string; based on
+ # http://www.loc.gov/catdir/pcc/naco/SCA_PccNormalization_Final_revised.pdf
+ #
+ # Note that unlike a strict reading of the NACO normalization rules,
+ # output is returned as lowercase instead of uppercase for compatibility
+ # with previous versions of the Evergreen naco_normalize routine.
+
+ # Convert to upper-case first; even though final output will be lowercase, doing this will
+ # ensure that the German eszett (ß) and certain ligatures (ff, fi, ffl, etc.) will be handled correctly.
+ # If there are any bugs in Perl's implementation of upcasing, they will be passed through here.
+ $str = uc $str;
+
+ # remove non-filing strings
+ $str =~ s/\x{0098}.*?\x{009C}//g;
+
+ $str = NFKD($str);
+
+ # additional substitutions - 3.6.
+ $str =~ s/\x{00C6}/AE/g;
+ $str =~ s/\x{00DE}/TH/g;
+ $str =~ s/\x{0152}/OE/g;
+ $str =~ tr/\x{0110}\x{00D0}\x{00D8}\x{0141}\x{2113}\x{02BB}\x{02BC}]['/DDOLl/d;
+
+ # transformations based on Unicode category codes
+ $str =~ s/[\p{Cc}\p{Cf}\p{Co}\p{Cs}\p{Lm}\p{Mc}\p{Me}\p{Mn}]//g;
+
+ if ($sf && $sf =~ /^a/o) {
+ my $commapos = index($str, ',');
+ if ($commapos > -1) {
+ if ($commapos != length($str) - 1) {
+ $str =~ s/,/\x07/; # preserve first comma
+ }
+ }
+ }
+
+ # since we've stripped out the control characters, we can now
+ # use a few as placeholders temporarily
+ $str =~ tr/+&@\x{266D}\x{266F}#/\x01\x02\x03\x04\x05\x06/;
+ $str =~ s/[\p{Pc}\p{Pd}\p{Pe}\p{Pf}\p{Pi}\p{Po}\p{Ps}\p{Sk}\p{Sm}\p{So}\p{Zl}\p{Zp}\p{Zs}]/ /g;
+ $str =~ tr/\x01\x02\x03\x04\x05\x06\x07/+&@\x{266D}\x{266F}#,/;
+
+ # decimal digits
+ $str =~ tr/\x{0660}-\x{0669}\x{06F0}-\x{06F9}\x{07C0}-\x{07C9}\x{0966}-\x{096F}\x{09E6}-\x{09EF}\x{0A66}-\x{0A6F}\x{0AE6}-\x{0AEF}\x{0B66}-\x{0B6F}\x{0BE6}-\x{0BEF}\x{0C66}-\x{0C6F}\x{0CE6}-\x{0CEF}\x{0D66}-\x{0D6F}\x{0E50}-\x{0E59}\x{0ED0}-\x{0ED9}\x{0F20}-\x{0F29}\x{1040}-\x{1049}\x{1090}-\x{1099}\x{17E0}-\x{17E9}\x{1810}-\x{1819}\x{1946}-\x{194F}\x{19D0}-\x{19D9}\x{1A80}-\x{1A89}\x{1A90}-\x{1A99}\x{1B50}-\x{1B59}\x{1BB0}-\x{1BB9}\x{1C40}-\x{1C49}\x{1C50}-\x{1C59}\x{A620}-\x{A629}\x{A8D0}-\x{A8D9}\x{A900}-\x{A909}\x{A9D0}-\x{A9D9}\x{AA50}-\x{AA59}\x{ABF0}-\x{ABF9}\x{FF10}-\x{FF19}/0-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-9/;
+
+ # intentionally skipping step 8 of the NACO algorithm; if the string
+ # gets normalized away, that's fine.
+
+ # leading and trailing spaces
+ $str =~ s/\s+/ /g;
+ $str =~ s/^\s+//;
+ $str =~ s/\s+$//g;
+
+ return lc $str;
+$func$ LANGUAGE 'plperlu' STRICT IMMUTABLE;
+
+-- Currently, the only difference from naco_normalize is that search_normalize
+-- turns apostrophes into spaces, while naco_normalize collapses them.
+CREATE OR REPLACE FUNCTION public.search_normalize( TEXT, TEXT ) RETURNS TEXT AS $func$
+
+ use strict;
+ use Unicode::Normalize;
+ use Encode;
+
+ my $str = shift;
+ my $sf = shift;
+
+ # Apply NACO normalization to input string; based on
+ # http://www.loc.gov/catdir/pcc/naco/SCA_PccNormalization_Final_revised.pdf
+ #
+ # Note that unlike a strict reading of the NACO normalization rules,
+ # output is returned as lowercase instead of uppercase for compatibility
+ # with previous versions of the Evergreen naco_normalize routine.
+
+ # Convert to upper-case first; even though final output will be lowercase, doing this will
+ # ensure that the German eszett (ß) and certain ligatures (ff, fi, ffl, etc.) will be handled correctly.
+ # If there are any bugs in Perl's implementation of upcasing, they will be passed through here.
+ $str = uc $str;
+
+ # remove non-filing strings
+ $str =~ s/\x{0098}.*?\x{009C}//g;
+
+ $str = NFKD($str);
+
+ # additional substitutions - 3.6.
+ $str =~ s/\x{00C6}/AE/g;
+ $str =~ s/\x{00DE}/TH/g;
+ $str =~ s/\x{0152}/OE/g;
+ $str =~ tr/\x{0110}\x{00D0}\x{00D8}\x{0141}\x{2113}\x{02BB}\x{02BC}][/DDOLl/d;
+
+ # transformations based on Unicode category codes
+ $str =~ s/[\p{Cc}\p{Cf}\p{Co}\p{Cs}\p{Lm}\p{Mc}\p{Me}\p{Mn}]//g;
+
+ if ($sf && $sf =~ /^a/o) {
+ my $commapos = index($str, ',');
+ if ($commapos > -1) {
+ if ($commapos != length($str) - 1) {
+ $str =~ s/,/\x07/; # preserve first comma
+ }
+ }
+ }
+
+ # since we've stripped out the control characters, we can now
+ # use a few as placeholders temporarily
+ $str =~ tr/+&@\x{266D}\x{266F}#/\x01\x02\x03\x04\x05\x06/;
+ $str =~ s/[\p{Pc}\p{Pd}\p{Pe}\p{Pf}\p{Pi}\p{Po}\p{Ps}\p{Sk}\p{Sm}\p{So}\p{Zl}\p{Zp}\p{Zs}]/ /g;
+ $str =~ tr/\x01\x02\x03\x04\x05\x06\x07/+&@\x{266D}\x{266F}#,/;
+
+ # decimal digits
+ $str =~ tr/\x{0660}-\x{0669}\x{06F0}-\x{06F9}\x{07C0}-\x{07C9}\x{0966}-\x{096F}\x{09E6}-\x{09EF}\x{0A66}-\x{0A6F}\x{0AE6}-\x{0AEF}\x{0B66}-\x{0B6F}\x{0BE6}-\x{0BEF}\x{0C66}-\x{0C6F}\x{0CE6}-\x{0CEF}\x{0D66}-\x{0D6F}\x{0E50}-\x{0E59}\x{0ED0}-\x{0ED9}\x{0F20}-\x{0F29}\x{1040}-\x{1049}\x{1090}-\x{1099}\x{17E0}-\x{17E9}\x{1810}-\x{1819}\x{1946}-\x{194F}\x{19D0}-\x{19D9}\x{1A80}-\x{1A89}\x{1A90}-\x{1A99}\x{1B50}-\x{1B59}\x{1BB0}-\x{1BB9}\x{1C40}-\x{1C49}\x{1C50}-\x{1C59}\x{A620}-\x{A629}\x{A8D0}-\x{A8D9}\x{A900}-\x{A909}\x{A9D0}-\x{A9D9}\x{AA50}-\x{AA59}\x{ABF0}-\x{ABF9}\x{FF10}-\x{FF19}/0-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-90-9/;
+
+ # intentionally skipping step 8 of the NACO algorithm; if the string
+ # gets normalized away, that's fine.
+
+ # leading and trailing spaces
+ $str =~ s/\s+/ /g;
+ $str =~ s/^\s+//;
+ $str =~ s/\s+$//g;
+
+ return lc $str;
+$func$ LANGUAGE 'plperlu' STRICT IMMUTABLE;
+
+COMMIT;