-<!-- $Id: book.xml,v 1.4 2006-03-27 14:34:45 adam Exp $ -->
+<?xml version="1.0" standalone="no"?>
+<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.1//EN"
+ "http://www.oasis-open.org/docbook/xml/4.1/docbookx.dtd"
+[
+ <!ENTITY local SYSTEM "local.ent">
+ <!ENTITY manref SYSTEM "manref.xml">
+ <!ENTITY progref SYSTEM "progref.xml">
+ <!ENTITY % common SYSTEM "common/common.ent">
+ %common;
+ <!-- Next line allows imagedata/@format="PDF" and is taken from
+ http://lists.oasis-open.org/archives/docbook/200303/msg00163.html
+ -->
+ <!ENTITY % local.notation.class "| PDF">
+ <!-- Next line is necessary for some XML parsers, for reasons I
+ don't understand. I got this from
+ http://lists.oasis-open.org/archives/docbook/200303/msg00180.html
+ -->
+ <!NOTATION PDF SYSTEM "PDF">
+]>
+<!-- $Id: book.xml,v 1.41 2006-10-12 11:34:07 marc Exp $ -->
+<book id="metaproxy">
<bookinfo>
<title>Metaproxy - User's Guide and Reference</title>
<author>
+ <firstname>Adam</firstname><surname>Dickmeiss</surname>
+ </author>
+ <author>
+ <firstname>Marc</firstname><surname>Cromme</surname>
+ </author>
+ <author>
<firstname>Mike</firstname><surname>Taylor</surname>
</author>
- <author>
- <firstname>Adam</firstname><surname>Dickmeiss</surname>
- </author>
- <copyright>
- <year>2006</year>
- <holder>Index Data</holder>
- </copyright>
+ <copyright>
+ <year>2006</year>
+ <holder>Index Data ApS</holder>
+ </copyright>
<abstract>
<simpara>
- Metaproxy - Generic Z39.50/SRU router/proxy.
+ Metaproxy is a universal router, proxy and encapsulated
+ metasearcher for information retrieval protocols. It accepts,
+ processes, interprets and redirects requests from IR clients using
+ standard protocols such as
+ <ulink url="&url.z39.50;">ANSI/NISO Z39.50</ulink>
+ (and in the future <ulink url="&url.sru;">SRU</ulink>
+ and <ulink url="&url.srw;">SRW</ulink>), as
+ well as functioning as a limited
+ <ulink url="&url.http;">HTTP</ulink> server.
+ Metaproxy is configured by an XML file which
+ specifies how the software should function in terms of routes that
+ the request packets can take through the proxy, each step on a
+ route being an instantiation of a filter. Filters come in many
+ types, one for each operation: accepting Z39.50 packets, logging,
+ query transformation, multiplexing, etc. Further filter-types can
+ be added as loadable modules to extend Metaproxy functionality,
+ using the filter API.
+ </simpara>
+ <simpara>
+ Metaproxy is <emphasis>not</emphasis> open-source software, but
+ may be freely downloaded, unpacked, inspected, built and run for
+ evaluation purposes. Deployment requires a separate, commercial,
+ license.
+ </simpara>
+ <simpara>
+ <inlinemediaobject>
+ <imageobject>
+ <imagedata fileref="common/id.png" format="PNG"/>
+ </imageobject>
+ <imageobject>
+ <imagedata fileref="common/id.eps" format="EPS"/>
+ </imageobject>
+ </inlinemediaobject>
</simpara>
</abstract>
</bookinfo>
-
+
<chapter id="introduction">
<title>Introduction</title>
- <section>
- <title>Overview</title>
+ <para>
+ <ulink url="&url.metaproxy;">Metaproxy</ulink>
+ is a standalone program that acts as a universal router, proxy and
+ encapsulated metasearcher for information retrieval protocols such
+ as <ulink url="&url.z39.50;">Z39.50</ulink>, and in the future
+ <ulink url="&url.sru;">SRU</ulink> and <ulink url="&url.srw;">SRW</ulink>.
+ To clients, it acts as a server of these protocols: it can be searched,
+ records can be retrieved from it, etc.
+ To servers, it acts as a client: it searches in them,
+ retrieves records from them, etc. it satisfies its clients'
+ requests by transforming them, multiplexing them, forwarding them
+ on to zero or more servers, merging the results, transforming
+ them, and delivering them back to the client. In addition, it
+ acts as a simple <ulink url="&url.http;">HTTP</ulink> server; support
+ for further protocols can be added in a modular fashion, through the
+ creation of new filters.
+ </para>
+ <screen>
+ Anything goes in!
+ Anything goes out!
+ Fish, bananas, cold pyjamas,
+ Mutton, beef and trout!
+ - attributed to Cole Porter.
+ </screen>
+ <para>
+ Metaproxy is a more capable alternative to
+ <ulink url="&url.yazproxy;">YAZ Proxy</ulink>,
+ being more powerful, flexible, configurable and extensible. Among
+ its many advantages over the older, more pedestrian work are
+ support for multiplexing (encapsulated metasearching), routing by
+ database name, authentication and authorisation and serving local
+ files via HTTP. Equally significant, its modular architecture
+ facilitites the creation of pluggable modules implementing further
+ functionality.
+ </para>
+ <para>
+ This manual will describe how to install Metaproxy
+ before giving an overview of its architecture, then discussing the
+ key concept of a filter in some depth and giving an overview of
+ the various filter types, then discussing the configuration file
+ format. After this come several optional chapters which may be
+ freely skipped: a detailed discussion of virtual databases and
+ multi-database searching, some notes on writing extensions
+ (additional filter types) and a high-level description of the
+ source code. Finally comes the reference guide, which contains
+ instructions for invoking the <command>metaproxy</command>
+ program, and detailed information on each type of filter,
+ including examples.
+ </para>
+ </chapter>
+
+ <chapter id="license">
+ <title>The Metaproxy License</title>
+ <orderedlist numeration="arabic">
+ <listitem>
+ <para>
+ You are allowed to download this software for evaluation purposes.
+ You can unpack it, build it, run it, see how it works and how it fits
+ your needs, all at zero cost.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ You may NOT deploy the software. For the purposes of this license,
+ deployment means running it for any purpose other than evaluation,
+ whether or not you or anyone else makes a profit from doing so. If
+ you wish to deploy the software, you must first contact Index Data and
+ arrange to purchase a DEPLOYMENT LICENCE. If you are unsure
+ whether or not your proposed use of the software constitutes
+ deployment, email us at <literal>info@indexdata.com</literal>
+ for clarification.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ You may modify your copy of the software (fix bugs, add features)
+ if you need to. We encourage you to send your changes back to us for
+ integration into the master copy, but you are not obliged to do so. You
+ may NOT pass your changes on to any other party.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ There is NO WARRANTY for this software, to the extent permitted by
+ applicable law. We provide the software ``as is'' without warranty of
+ any kind, either expressed or implied, including, but not limited to, the
+ implied warranties of MERCHANTABILITY and FITNESS FOR A
+ PARTICULAR PURPOSE. The entire risk as to the quality and
+ performance of the software is with you. Should the software prove
+ defective, you assume the cost of all necessary servicing, repair or
+ correction. In no event unless required by applicable law will we be
+ liable to you for damages, arising out of the use of the software,
+ including but not limited to loss of data or data being rendered
+ inaccurate.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ All rights to the software are reserved by Index Data except where
+ this license explicitly says otherwise.
+ </para>
+ </listitem>
+ </orderedlist>
+ </chapter>
+
+ <chapter id="installation">
+ <title>Installation</title>
+ <para>
+ Metaproxy depends on the following tools/libraries:
+ <variablelist>
+ <varlistentry><term><ulink url="&url.yazplusplus;">YAZ++</ulink></term>
+ <listitem>
+ <para>
+ This is a C++ library based on <ulink url="&url.yaz;">YAZ</ulink>.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term><ulink url="&url.libxslt;">Libxslt</ulink></term>
+ <listitem>
+ <para>This is an XSLT processor - based on
+ <ulink url="&url.libxml2;">Libxml2</ulink>. Both Libxml2 and
+ Libxslt must be installed with the development components
+ (header files, etc.) as well as the run-time libraries.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term><ulink url="&url.boost;">Boost</ulink></term>
+ <listitem>
+ <para>
+ The popular C++ library. Initial versions of Metaproxy
+ was built with 1.33.0. Version 1.33.1 works too.
+ </para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+ </para>
+ <para>
+ In order to compile Metaproxy a modern C++ compiler is
+ required. Boost, in particular, requires the C++ compiler
+ to facilitate the newest features. Refer to Boost
+ <ulink url="&url.boost.compilers.status;">Compiler Status</ulink>
+ for more information.
+ </para>
+ <para>
+ We have succesfully built Metaproxy using the compilers
+ <ulink url="&url.gcc;">GCC</ulink> version 4.0 and
+ <ulink url="&url.vstudio;">Microsoft Visual Studio</ulink> 2003/2005.
+ </para>
+
+ <section id="installation.unix">
+ <title>Installation on Unix (from Source)</title>
+ <para>
+ Here is a quick step-by-step guide on how to compile all the
+ tools that Metaproxy uses. Only few systems have none of the required
+ tools binary packages. If, for example, Libxml2/libxslt are already
+ installed as development packages use those (and omit compilation).
+ </para>
+
+ <para>
+ Libxml2/libxslt:
+ </para>
+ <screen>
+ gunzip -c libxml2-version.tar.gz|tar xf -
+ cd libxml2-version
+ ./configure
+ make
+ su
+ make install
+ </screen>
+ <screen>
+ gunzip -c libxslt-version.tar.gz|tar xf -
+ cd libxslt-version
+ ./configure
+ make
+ su
+ make install
+ </screen>
+ <para>
+ YAZ/YAZ++:
+ </para>
+ <screen>
+ gunzip -c yaz-version.tar.gz|tar xf -
+ cd yaz-version
+ ./configure
+ make
+ su
+ make install
+ </screen>
+ <screen>
+ gunzip -c yazpp-version.tar.gz|tar xf -
+ cd yazpp-version
+ ./configure
+ make
+ su
+ make install
+ </screen>
+ <para>
+ Boost:
+ </para>
+ <screen>
+ gunzip -c boost-version.tar.gz|tar xf -
+ cd boost-version
+ ./configure
+ make
+ su
+ make install
+ </screen>
+ <para>
+ Metaproxy:
+ </para>
+ <screen>
+ gunzip -c metaproxy-version.tar.gz|tar xf -
+ cd metaproxy-version
+ ./configure
+ make
+ su
+ make install
+ </screen>
+ </section>
+
+ <section id="installation.debian">
+ <title>Installation on Debian GNU/Linux</title>
+ <para>
+ All dependencies for Metaproxy are available as
+ <ulink url="&url.debian;">Debian</ulink>
+ packages for the sarge (stable in 2005) and etch (testing in 2005)
+ distributions.
+ </para>
<para>
- <ulink url="http://indexdata.dk/metaproxy/">Metaproxy</ulink>
- is ..
+ The procedures for Debian based systems, such as
+ <ulink url="&url.ubuntu;">Ubuntu</ulink> is probably similar
</para>
<para>
- ### We should probably consider saying a little more by way of
- introduction.
+ There is currently no official Debian package for YAZ++.
+ And the Debian package for YAZ is probably too old.
+ Update the <filename>/etc/apt/sources.list</filename>
+ to include the Index Data repository.
+ See YAZ' <ulink url="&url.yaz.download.debian;">Download Debian</ulink>
+ for more information.
+ </para>
+ <screen>
+ apt-get install libxslt1-dev
+ apt-get install libyazpp-dev
+ apt-get install libboost-dev
+ apt-get install libboost-thread-dev
+ apt-get install libboost-date-time-dev
+ apt-get install libboost-program-options-dev
+ apt-get install libboost-test-dev
+ </screen>
+ <para>
+ With these packages installed, the usual configure + make
+ procedure can be used for Metaproxy as outlined in
+ <xref linkend="installation.unix"/>.
</para>
</section>
+
+ <section id="installation.windows">
+ <title>Installation on Windows</title>
+ <para>
+ Metaproxy can be compiled with Microsoft
+ <ulink url="&url.vstudio;">Visual Studio</ulink>.
+ Version 2003 (C 7.1) and 2005 (C 8.0) is known to work.
+ </para>
+ <section id="installation.windows.boost">
+ <title>Boost</title>
+ <para>
+ Get Boost from its <ulink url="&url.boost;">home page</ulink>.
+ You also need Boost Jam (an alternative to make).
+ That's also available from the Boost home page.
+ The files to be downloaded are called something like:
+ <filename>boost_1_33-1.exe</filename>
+ and
+ <filename>boost-jam-3.1.12-1-ntx86.zip</filename>.
+ Unpack Boost Jam first. Put <filename>bjam.exe</filename>
+ in your system path. Make a command prompt and ensure
+ it can be found automatically. If not check the PATH.
+ The Boost .exe is a self-extracting exe with
+ complete source for Boost. Compile that source with
+ Boost Jam (An alternative to Make).
+ The compilation takes a while.
+ For Visual Studio 2003, use
+ <screen>
+ bjam "-sTOOLS=vc-7_1"
+ </screen>
+ Here <literal>vc-7_1</literal> refers to a "Toolset" (compiler system).
+ For Visual Studio 2005, use
+ <screen>
+ bjam "-sTOOLS=vc-8_0"
+ </screen>
+ To install the libraries in a common place, use
+ <screen>
+ bjam "-sTOOLS=vc-7_1" install
+ </screen>
+ (or vc-8_0 for VS 2005).
+ </para>
+ <para>
+ By default, the Boost build process installs the resulting
+ libraries + header files in
+ <literal>\boost\lib</literal>, <literal>\boost\include</literal>.
+ </para>
+ <para>
+ For more informatation about installing Boost refer to the
+ <ulink url="&url.boost.getting.started;">getting started</ulink>
+ pages.
+ </para>
+ </section>
+
+ <section id="installation.windows.libxslt">
+ <title>Libxslt</title>
+ <para>
+ <ulink url="&url.libxslt;">Libxslt</ulink> can be downloaded
+ for Windows from
+ <ulink url="&url.libxml2.download.win32;">here</ulink>.
+ </para>
+ <para>
+ Libxslt has other dependencies, but thes can all be downloaded
+ from the same site. Get the following:
+ iconv, zlib, libxml2, libxslt.
+ </para>
+ </section>
+
+ <section id="installation.windows.yaz">
+ <title>YAZ</title>
+ <para>
+ <ulink url="&url.yaz;">YAZ</ulink> can be downloaded
+ for Windows from
+ <ulink url="&url.yaz.download.win32;">here</ulink>.
+ </para>
+ </section>
+
+ <section id="installation.windows.yazplusplus">
+ <title>YAZ++</title>
+ <para>
+ Get <ulink url="&url.yazplusplus;">YAZ++</ulink> as well.
+ Version 1.0 or later is required. For now get it from
+ Index Data's
+ <ulink url="&url.snapshot.download;">Snapshot area</ulink>.
+ </para>
+ <para>
+ YAZ++ includes NMAKE makefiles, similar to those found in the
+ YAZ package.
+ </para>
+ </section>
+
+ <section id="installation.windows.metaproxy">
+ <title>Metaproxy</title>
+ <para>
+ Metaproxy is shipped with NMAKE makfiles as well - similar
+ to those found in the YAZ++/YAZ packages. Adjust this Makefile
+ to point to the proper locations of Boost, Libxslt, Libxml2,
+ zlib, iconv, yaz and yazpp.
+ </para>
+
+ <variablelist>
+ <varlistentry><term><literal>DEBUG</literal></term>
+ <listitem><para>
+ If set to 1, the software is
+ compiled with debugging libraries (code generation is
+ multi-threaded debug DLL).
+ If set to 0, the software is compiled with release libraries
+ (code generation is multi-threaded DLL).
+ </para></listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><literal>BOOST</literal></term>
+ <listitem>
+ <para>
+ Boost install location
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><literal>BOOST_VERSION</literal></term>
+ <listitem>
+ <para>
+ Boost version (replace . with _).
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><literal>BOOST_TOOLSET</literal></term>
+ <listitem>
+ <para>
+ Boost toolset.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><literal>LIBXSLT_DIR</literal>,
+ <literal>LIBXML2_DIR</literal> ..</term>
+ <listitem>
+ <para>
+ Specify the locations of Libxslt, libiconv, libxml2 and
+ libxslt.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ </variablelist>
+
+ <para>
+ After succesful compilation you'll find
+ <literal>metaproxy.exe</literal> in the
+ <literal>bin</literal> directory.
+ </para>
+ </section>
+
+
+ </section>
</chapter>
+ <chapter id="architecture">
+ <title>The Metaproxy Architecture</title>
+ <para>
+ The Metaproxy architecture is based on three concepts:
+ the <emphasis>package</emphasis>,
+ the <emphasis>route</emphasis>
+ and the <emphasis>filter</emphasis>.
+ </para>
+ <variablelist>
+ <varlistentry>
+ <term>Packages</term>
+ <listitem>
+ <para>
+ A package is request or response, encoded in some protocol,
+ issued by a client, making its way through Metaproxy, send to or
+ received from a server, or sent back to the client.
+ </para>
+ <para>
+ The core of a package is the protocol unit - for example, a
+ Z39.50 Init Request or Search Response, or an SRU searchRetrieve
+ URL or Explain Response. In addition to this core, a package
+ also carries some extra information added and used by Metaproxy
+ itself.
+ </para>
+ <para>
+ In general, packages are doctored as they pass through
+ Metaproxy. For example, when the proxy performs authentication
+ and authorisation on a Z39.50 Init request, it removes the
+ authentication credentials from the package so that they are not
+ passed onto the back-end server; and when search-response
+ packages are obtained from multiple servers, they are merged
+ into a single unified package that makes its way back to the
+ client.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>Routes</term>
+ <listitem>
+ <para>
+ Packages make their way through routes, which can be thought of
+ as programs that operate on the package data-type. Each
+ incoming package initially makes its way through a default
+ route, but may be switched to a different route based on various
+ considerations. Routes are made up of sequences of filters (see
+ below).
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>Filters</term>
+ <listitem>
+ <para>
+ Filters provide the individual instructions within a route, and
+ effect the necessary transformations on packages. A particular
+ configuration of Metaproxy is essentially a set of filters,
+ described by configuration details and arranged in order in one
+ or more routes. There are many kinds of filter - about a dozen
+ at the time of writing with more appearing all the time - each
+ performing a specific function and configured by different
+ information.
+ </para>
+ <para>
+ The word ``filter'' is sometimes used rather loosely, in two
+ different ways: it may be used to mean a particular
+ <emphasis>type</emphasis> of filter, as when we speak of ``the
+ auth_simple filter'' or ``the multi filter''; or it may be used
+ to be a specific <emphasis>instance</emphasis> of a filter
+ within a Metaproxy configuration. For example, a single
+ configuration will often contain multiple instances of the
+ <literal>z3950_client</literal> filter. In
+ operational terms, of these is a separate filter. In practice,
+ context always make it clear which sense of the word ``filter''
+ is being used.
+ </para>
+ <para>
+ Extensibility of Metaproxy is primarily through the creation of
+ plugins that provide new filters. The filter API is small and
+ conceptually simple, but there are many details to master. See
+ the section below on
+ <link linkend="extensions">extensions</link>.
+ </para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+ <para>
+ Since packages are created and handled by the system itself, and
+ routes are conceptually simple, most of the remainder of this
+ document concentrates on filters. After a brief overview of the
+ filter types follows, along with some thoughts on possible future
+ directions.
+ </para>
+ </chapter>
+
<chapter id="filters">
complex data type, namely the ``package''.
</para>
<para>
- A package represents a Z39.50 or SRW/U request (whether for Init,
+ A package represents a Z39.50 or SRU/W request (whether for Init,
Search, Scan, etc.) together with information about where it came
from. Packages are created by front-end filters such as
<literal>frontend_net</literal> (see below), which reads them from
</para>
<para>
There are many kinds of filter: some that are defined statically
- as part of Metaproxy, and other that may be provided by third parties
+ as part of Metaproxy, and others may be provided by third parties
and dynamically loaded. They all conform to the same simple API
of essentially two methods: <function>configure()</function> is
- called at startup time, and is passed a DOM tree representing that
+ called at startup time, and is passed an XML DOM tree representing that
part of the configuration file that pertains to this filter
instance: it is expected to walk that tree extracting relevant
information; and <function>process()</function> is called every
others are sinks: they consume packages and return a result
(<literal>z3950_client</literal>,
<literal>backend_test</literal>,
+ <literal>bounce</literal>,
<literal>http_file</literal>);
the others are true filters, that read, process and pass on the
packages they are fed
(<literal>auth_simple</literal>,
<literal>log</literal>,
<literal>multi</literal>,
+ <literal>query_rewrite</literal>,
+ <literal>record_transform</literal>,
<literal>session_shared</literal>,
+ <literal>sru_z3950</literal>,
<literal>template</literal>,
<literal>virt_db</literal>).
</para>
</section>
- <section>
- <title>Individual filters</title>
+ <section id="overview.filter.types">
+ <title>Overview of filter types</title>
+ <para>
+ We now briefly consider each of the types of filter supported by
+ the core Metaproxy binary. This overview is intended to give a
+ flavour of the available functionality; more detailed information
+ about each type of filter is included below in
+ <link linkend="filterref"
+ >the reference guide to Metaproxy filters</link>.
+ </para>
<para>
The filters are here named by the string that is used as the
<literal>type</literal> attribute of a
<literal><filter></literal> element in the configuration
file to request them, with the name of the class that implements
- them in parentheses.
+ them in parentheses. (The classname is not needed for normal
+ configuration and use of Metaproxy; it is useful only to
+ developers.)
+ </para>
+ <para>
+ The filters are here listed in alphabetical order:
</para>
+<!--
+
+### New filters:
+
+New virt_db-alike that does inteligent peer choice, explain merging,
+adds FD&N to explain. Keeps init responses (like "virt_db Classic"),
+makes routing choices based on local explain knowledge. Ref IDDI
+paper.
+
+Filter to convert Explain Classic to ZeeRex.
+
+CQL2PQF (which needs augmented ZeeRex) - MARC for Talis.
+
+SRU2Z39.50 (ditto).
+
+Figure out what additional information we need in:
+ ZeeRex (check against D3.1)
+ Init request (e.g. loop detection)
+ Query package (e.g. number of hops)
+ Query response (e.g. record source)
+
+-->
+
<section>
<title><literal>auth_simple</literal>
(mp::filter::AuthSimple)</title>
lists <varname>username</varname>:<varname>password</varname>
pairs, one per line, colon separated. When a session begins, it
is rejected unless username and passsword are supplied, and match
- a pair in the register.
- </para>
- <para>
- ### discuss authorisation phase
+ a pair in the register. The configuration file may also specific
+ the name of another file that is the target register: this lists
+ lists <varname>username</varname>:<varname>dbname</varname>,<varname>dbname</varname>...
+ sets, one per line, with multiple database names separated by
+ commas. When a search is processed, it is rejected unless the
+ database to be searched is one of those listed as available to
+ the user.
</para>
</section>
<title><literal>backend_test</literal>
(mp::filter::Backend_test)</title>
<para>
- A sink that provides dummy responses in the manner of the
+ A partial sink that provides dummy responses in the manner of the
<literal>yaz-ztest</literal> Z39.50 server. This is useful only
- for testing.
+ for testing. Seriously, you don't need this. Pretend you didn't
+ even read this section.
+ </para>
+ </section>
+
+ <section>
+ <title><literal>bounce</literal>
+ (mp::filter::Bounce)</title>
+ <para>
+ A sink that swallows <emphasis>all packages</emphasis>,
+ and returns them almost unprocessed.
+ It never sends any package of any type further down the row, but
+ sets Z39.50 packages to Z_Close, and HTTP_Request packages to
+ HTTP_Response err code 400 packages, and adds a suitable bounce
+ message.
+ The bounce filter is usually added at end of each filter chain
+ config.xml to prevent infinite hanging of for example HTTP
+ requests packages when only the Z39.50 client partial sink
+ filter is found in the
+ route.
</para>
</section>
<title><literal>frontend_net</literal>
(mp::filter::FrontendNet)</title>
<para>
- A source that accepts Z39.50 and SRW connections from a port
+ A source that accepts Z39.50 connections from a port
specified in the configuration, reads protocol units, and
- feeds them into the next filter, eventually returning the
- result to the origin.
+ feeds them into the next filter in the route. When the result is
+ revceived, it is returned to the original origin.
</para>
</section>
<title><literal>http_file</literal>
(mp::filter::HttpFile)</title>
<para>
- A sink that returns the contents of files from the local
- filesystem in response to HTTP requests. (Yes, Virginia, this
+ A partial sink which swallows only HTTP_Request packages, and
+ returns the contents of files from the local
+ filesystem in response to HTTP requests.
+ It lets Z39.50 packages and all other forthcoming package types
+ pass untouched.
+ (Yes, Virginia, this
does mean that Metaproxy is also a Web-server in its spare time. So
far it does not contain either an email-reader or a Lisp
interpreter, but that day is surely coming.)
(mp::filter::Log)</title>
<para>
Writes logging information to standard output, and passes on
- the package unchanged.
+ the package unchanged. A log file name can be specified, as well
+ as multiple different logging formats.
</para>
</section>
<title><literal>multi</literal>
(mp::filter::Multi)</title>
<para>
- Performs multicast searching. See the extended discussion of
- multi-database searching below.
+ Performs multi-database searching.
+ See
+ <link linkend="multidb">the extended discussion</link>
+ of virtual databases and multi-database searching below.
</para>
</section>
<section>
+ <title><literal>query_rewrite</literal>
+ (mp::filter::QueryRewrite)</title>
+ <para>
+ Rewrites Z39.50 Type-1 and Type-101 (``RPN'') queries by a
+ three-step process: the query is transliterated from Z39.50
+ packet structures into an XML representation; that XML
+ representation is transformed by an XSLT stylesheet; and the
+ resulting XML is transliterated back into the Z39.50 packet
+ structure.
+ </para>
+ </section>
+
+
+ <section>
+ <title><literal>record_transform</literal>
+ (mp::filter::RecordTransform)</title>
+ <para>
+ This filter acts only on Z3950 present requests, and let all
+ other types of packages and requests pass untouched. It's use is
+ twofold: blocking Z3950 present requests, which the backend
+ server does not understand and can not honour, and transforming
+ the present syntax and elementset name according to the rules
+ specified, to fetch only exisitng record formats, and transform
+ them on the fly to requested record syntaxes.
+ </para>
+ </section>
+
+ <section>
<title><literal>session_shared</literal>
(mp::filter::SessionShared)</title>
<para>
When this is finished, it will implement global sharing of
result sets (i.e. between threads and therefore between
- clients), but it's not yet done.
+ clients), yielding performance improvements especially when
+ incoming requests are from a stateless environment such as a
+ web-server, in which the client process representing a session
+ might be any one of many. However:
+ </para>
+ <warning>
+ <para>
+ This filter is not yet completed.
+ </para>
+ </warning>
+ </section>
+
+ <section>
+ <title><literal>sru_z3950</literal>
+ (mp::filter::SRUtoZ3950)</title>
+ <para>
+ This filter transforms valid
+ SRU/GET or SRU/SOAP requests to Z3950 requests, and wraps the
+ recieved hit counts and XML records into suitable SRU response messages.
</para>
</section>
should be called <literal>nop</literal> or
<literal>passthrough</literal>?) This exists not to be used, but
to be copied - to become the skeleton of new filters as they are
- written.
+ written. As with <literal>backend_test</literal>, this is not
+ intended for civilians.
</para>
</section>
<section>
<title><literal>virt_db</literal>
- (mp::filter::Virt_db)</title>
+ (mp::filter::VirtualDB)</title>
<para>
- Performs virtual database selection. See the extended discussion
- of virtual databases below.
+ Performs virtual database selection: based on the name of the
+ database in the search request, a server is selected, and its
+ address added to the request in a <literal>VAL_PROXY</literal>
+ otherInfo packet. It will subsequently be used by a
+ <literal>z3950_client</literal> filter.
+ See
+ <link linkend="multidb">the extended discussion</link>
+ of virtual databases and multi-database searching below.
</para>
</section>
<title><literal>z3950_client</literal>
(mp::filter::Z3950Client)</title>
<para>
- Performs Z39.50 searching and retrieval by proxying the
+ A partial sink which swallows only Z39.50 packages.
+ It performs Z39.50 searching and retrieval by proxying the
packages that are passed to it. Init requests are sent to the
address specified in the <literal>VAL_PROXY</literal> otherInfo
attached to the request: this may have been specified by client,
or generated by a <literal>virt_db</literal> filter earlier in
the route. Subsequent requests are sent to the same address,
which is remembered at Init time in a Session object.
+ HTTP_Request packages and all other forthcoming package types
+ are passed untouched.
</para>
</section>
</section>
- <section>
+ <section id="future.directions">
<title>Future directions</title>
<para>
Some other filters that do not yet exist, but which would be
useful, are briefly described. These may be added in future
- releases.
+ releases (or may be created by third parties, as loadable
+ modules).
</para>
<variablelist>
</listitem>
</varlistentry>
<varlistentry>
- <term><literal>srw2z3950</literal> (filter)</term>
+ <term><literal>frontend_sru</literal> (source)</term>
<listitem>
<para>
- Translate SRW requests into Z39.50 requests.
+ Receive SRU (and perhaps SRW) requests.
</para>
</listitem>
</varlistentry>
<varlistentry>
- <term><literal>srw_client</literal> (sink)</term>
+ <term><literal>sru2z3950</literal> (filter)</term>
<listitem>
<para>
- SRW searching and retrieval.
- </para>
+ Translate SRU requests into Z39.50 requests.
+ </para>
</listitem>
</varlistentry>
<varlistentry>
</listitem>
</varlistentry>
<varlistentry>
+ <term><literal>srw_client</literal> (sink)</term>
+ <listitem>
+ <para>
+ SRW searching and retrieval.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
<term><literal>opensearch_client</literal> (sink)</term>
<listitem>
<para>
its configuration file can be thought of as a program for that
interpreter. Configuration is by means of a single file, the name
of which is supplied as the sole command-line argument to the
- <command>yp2</command> program.
+ <command>metaproxy</command> program. (See
+ <link linkend="progref">the reference guide</link>
+ below for more information on invoking Metaproxy.)
</para>
<para>
The configuration files are written in XML. (But that's just an
implementation detail - they could just as well have been written
in YAML or Lisp-like S-expressions, or in a custom syntax.)
</para>
- <para>
- Since XML has been chosen, an XML schema,
- <filename>config.xsd</filename>, is provided for validating
- configuration files. This file is supplied in the
- <filename>etc</filename> directory of the Metaproxy distribution. It
- can be used by (among other tools) the <command>xmllint</command>
- program supplied as part of the <literal>libxml2</literal>
- distribution:
- </para>
- <screen>
- xmllint --noout --schema etc/config.xsd my-config-file.xml
- </screen>
- <para>
- (A recent version of <literal>libxml2</literal> is required, as
- support for XML Schemas is a relatively recent addition.)
- </para>
</section>
- <section>
- <title>Overview of XML structure</title>
+ <section id="overview.xml.structure">
+ <title>Overview of the config file XML structure</title>
<para>
All elements and attributes are in the namespace
<ulink url="http://indexdata.dk/yp2/config/1"/>.
<para>
The <start> element is empty, but carries a
<literal>route</literal> attribute, whose value is the name of
- route at which to start running - analogouse to the name of the
+ route at which to start running - analogous to the name of the
start production in a formal grammar.
</para>
<para>
If present, <filters> contains zero or more <filter>
- elements; filters carry a <literal>type</literal> attribute and
- contain various elements that provide suitable configuration for
- filters of that type. The filter-specific elements are described
- below. Filters defined in this part of the file must carry an
+ elements. Each filter carries a <literal>type</literal> attribute
+ which specifies what kind of filter is being defined
+ (<literal>frontend_net</literal>, <literal>log</literal>, etc.)
+ and contain various elements that provide suitable configuration
+ for a filter of its type. The filter-specific elements are
+ described in
+ <link linkend="filterref">the reference guide below</link>.
+ Filters defined in this part of the file must carry an
<literal>id</literal> attribute so that they can be referenced
from elsewhere.
</para>
<filters> section. Alternatively, a route within a filter
may omit the <literal>refid</literal> attribute, but contain
configuration elements similar to those used for filters defined
- in the <filters> section.
+ in the <filters> section. (In other words, each filter in a
+ route may be included either by reference or by physical
+ inclusion.)
</para>
</section>
- <section>
- <title>Filter configuration</title>
+ <section id="example.configuration">
+ <title>An example configuration</title>
<para>
- All <filter> elements have in common that they must carry a
- <literal>type</literal> attribute whose value is one of the
- supported ones, listed in the schema file and discussed below. In
- additional, <filters>s occurring the <filters> section
- must have an <literal>id</literal> attribute, and those occurring
- within a route must have either a <literal>refid</literal>
- attribute referencing a previously defined filter or contain its
- own configuration information.
+ The following is a small, but complete, Metaproxy configuration
+ file (included in the distribution as
+ <literal>metaproxy/etc/config1.xml</literal>).
+ This file defines a very simple configuration that simply proxies
+ to whatever back-end server the client requests, but logs each
+ request and response. This can be useful for debugging complex
+ client-server dialogues.
</para>
+ <screen><![CDATA[<?xml version="1.0"?>
+<yp2 xmlns="http://indexdata.dk/yp2/config/1">
+ <start route="start"/>
+ <filters>
+ <filter id="frontend" type="frontend_net">
+ <port>@:9000</port>
+ </filter>
+ <filter id="backend" type="z3950_client">
+ </filter>
+ </filters>
+ <routes>
+ <route id="start">
+ <filter refid="frontend"/>
+ <filter type="log"/>
+ <filter refid="backend"/>
+ <filter type="bounce"/>
+ </route>
+ </routes>
+</yp2>
+]]></screen>
<para>
- In general, each filter recognises different configuration
- elements within its element, as each filter has different
- functionality. These are as follows:
+ It works by defining a single route, called
+ <literal>start</literal>, which consists of a sequence of four
+ filters. The first and last of these are included by reference:
+ their <literal><filter></literal> elements have
+ <literal>refid</literal> attributes that refer to filters defined
+ within the prior <literal><filters></literal> section. The
+ middle filter is included inline in the route.
+ </para>
+ <para>
+ The four filters in the route are as follows: first, a
+ <literal>frontend_net</literal> filter accepts Z39.50 requests
+ from any host on port 9000; then these requests are passed through
+ a <literal>log</literal> filter that emits a message for each
+ request; they are then fed into a <literal>z3950_client</literal>
+ filter, which forwards all Z39.50 requests to the client-specified
+ back-end Z39.509 server. Those Z39.50 packages are returned by the
+ <literal>z3950_client</literal> filter, with the response data
+ filled by the external Z39.50 server targeted.
+ All non-Z39.50 packages are passed through to the
+ <literal>bounce</literal> filter, which defitely bounces
+ everything, including fish, bananas, cold pyjamas,
+ mutton, beef and trout packages.
+ When the response arrives, it is handed
+ back to the <literal>log</literal> filter, which emits another
+ message; and then to the <literal>frontend_net</literal> filter,
+ which returns the response to the client.
</para>
-
- <section>
- <title><literal>auth_simple</literal></title>
- <screen>
- <filter type="auth_simple">
- <userRegister>../etc/example.simple-auth</userRegister>
- </filter>
- </screen>
- </section>
-
- <section>
- <title><literal>backend_test</literal></title>
- <screen>
- <filter type="backend_test"/>
- </screen>
- </section>
-
- <section>
- <title><literal>frontend_net</literal></title>
- <screen>
- <filter type="frontend_net">
- <threads>10</threads>
- <port>@:9000</port>
- </filter>
- </screen>
- </section>
-
- <section>
- <title><literal>http_file</literal></title>
- <screen>
- <filter type="http_file">
- <mimetypes>/etc/mime.types</mimetypes>
- <area>
- <documentroot>.</documentroot>
- <prefix>/etc</prefix>
- </area>
- </filter>
- </screen>
- </section>
-
- <section>
- <title><literal>log</literal></title>
- <screen>
- <filter type="log">
- <message>B</message>
- </filter>
- </screen>
- </section>
-
- <section>
- <title><literal>multi</literal></title>
- <screen>
- <filter type="multi"/>
- </screen>
- </section>
-
- <section>
- <title><literal>session_shared</literal></title>
- <screen>
- <filter type="session_shared">
- ### Not yet defined
- </filter>
- </screen>
- </section>
-
- <section>
- <title><literal>template</literal></title>
- <screen>
- <filter type="template"/>
- </screen>
- </section>
-
- <section>
- <title><literal>virt_db</literal></title>
- <screen>
- <filter type="virt_db">
- <virtual>
- <database>loc</database>
- <target>z3950.loc.gov:7090/voyager</target>
- </virtual>
- <virtual>
- <database>idgils</database>
- <target>indexdata.dk/gils</target>
- </virtual>
- </filter>
- </screen>
- </section>
-
- <section>
- <title><literal>z3950_client</literal></title>
- <screen>
- <filter type="z3950_client">
- <timeout>30</timeout>
- </filter>
- </screen>
- </section>
</section>
+ <section id="checking.xml.syntax">
+ <title>Config file syntax checking</title>
+ <para>
+ The distribution contains RelaxNG Compact and XML syntax checking
+ files, as well as XML Schema files. These are found in the
+ distribution pathes
+ <screen>
+ xml/schema/metaproxy.rnc
+ xml/schema/metaproxy.rng
+ xml/schema/metaproxy.xsd
+ </screen>
+ and can be used to verify or debug the XML structure of
+ configuration files. For example, using the utility
+ <filename>xmllint</filename>, syntax checking is done like this:
+ <screen>
+ xmllint --noout --schema xml/schema/metaproxy.xsd etc/config-local.xml
+ xmllint --noout --relaxng xml/schema/metaproxy.rng etc/config-local.xml
+ </screen>
+ (A recent version of <literal>libxml2</literal> is required, as
+ support for XML Schemas is a relatively recent addition.)
+ </para>
+ <para>
+ You can of course use any other RelaxNG or XML Schema compliant tool
+ you wish.
+ </para>
+ </section>
</chapter>
<chapter id="multidb">
- <title>Virtual database as multi-database searching</title>
+ <title>Virtual databases and multi-database searching</title>
<section>
Two of Metaproxy's filters are concerned with multiple-database
operations. Of these, <literal>virt_db</literal> can work alone
to control the routing of searches to one of a number of servers,
- while <literal>multi</literal> can work with the output of
- <literal>virt_db</literal> to perform multicast searching, merging
- the results into a unified result-set. The interaction between
- these two filters is necessarily complex, reflecting the real
- complexity of multicast searching in a protocol such as Z39.50
- that separates initialisation from searching, with the database to
- search known only during the latter operation.
+ while <literal>multi</literal> can work together with
+ <literal>virt_db</literal> to perform multi-database searching, merging
+ the results into a unified result-set - ``metasearch in a box''.
+ </para>
+ <para>
+ The interaction between
+ these two filters is necessarily complex: it reflects the real,
+ irreducible complexity of multi-database searching in a protocol such
+ as Z39.50 that separates initialisation from searching, and in
+ which the database to be searched is not known at initialisation
+ time.
+ </para>
+ <para>
+ It's possible to use these filters without understanding the
+ details of their functioning and the interaction between them; the
+ next two sections of this chapter are ``HOWTO'' guides for doing
+ just that. However, debugging complex configurations will require
+ a deeper understanding, which the last two sections of this
+ chapters attempt to provide.
+ </para>
+ </section>
+
+
+ <section id="multidb.virt_db">
+ <title>Virtual databases with the <literal>virt_db</literal> filter</title>
+ <para>
+ Working alone, the purpose of the
+ <literal>virt_db</literal>
+ filter is to route search requests to one of a selection of
+ back-end databases. In this way, a single Z39.50 endpoint
+ (running Metaproxy) can provide access to several different
+ underlying services, including those that would otherwise be
+ inaccessible due to firewalls. In many useful configurations, the
+ back-end databases are local to the Metaproxy installation, but
+ the software does not enforce this, and any valid Z39.50 servers
+ may be used as back-ends.
+ </para>
+ <para>
+ For example, a <literal>virt_db</literal>
+ filter could be set up so that searches in the virtual database
+ ``lc'' are forwarded to the Library of Congress bibliographic
+ catalogue server, and searches in the virtual database ``marc''
+ are forwarded to the toy database of MARC records that Index Data
+ hosts for testing purposes. A <literal>virt_db</literal>
+ configuration to make this switch would look like this:
+ </para>
+ <screen><![CDATA[<filter type="virt_db">
+ <virtual>
+ <database>lc</database>
+ <target>z3950.loc.gov:7090/voyager</target>
+ </virtual>
+ <virtual>
+ <database>marc</database>
+ <target>indexdata.dk/marc</target>
+ </virtual>
+</filter>]]></screen>
+ <para>
+ As well as being useful in it own right, this filter also provides
+ the foundation for multi-database searching.
+ </para>
+ </section>
+
+
+ <section id="multidb.multi">
+ <title>Multi-database search with the <literal>multi</literal> filter</title>
+ <para>
+ To arrange for Metaproxy to broadcast searches to multiple back-end
+ servers, the configuration needs to include two components: a
+ <literal>virt_db</literal>
+ filter that specifies multiple
+ <literal><target></literal>
+ elements, and a subsequent
+ <literal>multi</literal>
+ filter. Here, for example, is a complete configuration that
+ broadcasts searches to both the Library of Congress catalogue and
+ Index Data's tiny testing database of MARC records:
+ </para>
+ <screen><![CDATA[<?xml version="1.0"?>
+<yp2 xmlns="http://indexdata.dk/yp2/config/1">
+ <start route="start"/>
+ <routes>
+ <route id="start">
+ <filter type="frontend_net">
+ <threads>10</threads>
+ <port>@:9000</port>
+ </filter>
+ <filter type="virt_db">
+ <virtual>
+ <database>lc</database>
+ <target>z3950.loc.gov:7090/voyager</target>
+ </virtual>
+ <virtual>
+ <database>marc</database>
+ <target>indexdata.dk/marc</target>
+ </virtual>
+ <virtual>
+ <database>all</database>
+ <target>z3950.loc.gov:7090/voyager</target>
+ <target>indexdata.dk/marc</target>
+ </virtual>
+ </filter>
+ <filter type="multi"/>
+ <filter type="z3950_client">
+ <timeout>30</timeout>
+ </filter>
+ <filter type="bounce"/>
+ </route>
+ </routes>
+</yp2>]]></screen>
+ <para>
+ (Using a
+ <literal>virt_db</literal>
+ filter that specifies multiple
+ <literal><target></literal>
+ elements but without a subsequent
+ <literal>multi</literal>
+ filter yields surprising and undesirable results, as will be
+ described below. Don't do that.)
+ </para>
+ <para>
+ Metaproxy can be invoked with this configuration as follows:
+ </para>
+ <screen>../src/metaproxy --config config-simple-multi.xml</screen>
+ <para>
+ And thereafter, Z39.50 clients can connect to the running server
+ (on port 9000, as specified in the configuration) and search in
+ any of the databases
+ <literal>lc</literal> (the Library of Congress catalogue),
+ <literal>marc</literal> (Index Data's test database of MARC records)
+ or
+ <literal>all</literal> (both of these). As an example, a session
+ using the YAZ command-line client <literal>yaz-client</literal> is
+ here included (edited for brevity and clarity):
+ </para>
+ <screen><![CDATA[$ yaz-client @:9000
+Connecting...OK.
+Z> base lc
+Z> find computer
+Search was a success.
+Number of hits: 10000, setno 1
+Elapsed: 5.521070
+Z> base marc
+Z> find computer
+Search was a success.
+Number of hits: 10, setno 3
+Elapsed: 0.060187
+Z> base all
+Z> find computer
+Search was a success.
+Number of hits: 10010, setno 4
+Elapsed: 2.237648
+Z> show 1
+[marc]Record type: USmarc
+001 11224466
+003 DLC
+005 00000000000000.0
+008 910710c19910701nju 00010 eng
+010 $a 11224466
+040 $a DLC $c DLC
+050 00 $a 123-xyz
+100 10 $a Jack Collins
+245 10 $a How to program a computer
+260 1 $a Penguin
+263 $a 8710
+300 $a p. cm.
+Elapsed: 0.119612
+Z> show 2
+[VOYAGER]Record type: USmarc
+001 13339105
+005 20041229102447.0
+008 030910s2004 caua 000 0 eng
+035 $a (DLC) 2003112666
+906 $a 7 $b cbc $c orignew $d 4 $e epcn $f 20 $g y-gencatlg
+925 0 $a acquire $b 1 shelf copy $x policy default
+955 $a pc10 2003-09-10 $a pv12 2004-06-23 to SSCD; $h sj05 2004-11-30 $e sj05 2004-11-30 to Shelf.
+010 $a 2003112666
+020 $a 0761542892
+040 $a DLC $c DLC $d DLC
+050 00 $a MLCM 2004/03312 (G)
+245 10 $a 007, everything or nothing : $b Prima's official strategy guide / $c created by Kaizen Media Group.
+246 3 $a Double-O-seven, everything or nothing
+246 30 $a Prima's official strategy guide
+260 $a Roseville, CA : $b Prima Games, $c c2004.
+300 $a 161 p. : $b col. ill. ; $c 28 cm.
+500 $a "Platforms: Nintendo GameCube, Macintosh, PC, PlayStation 2 computer entertainment system, Xbox"--P. [4] of cover.
+650 0 $a Video games.
+710 2 $a Kaizen Media Group.
+856 42 $3 Publisher description $u http://www.loc.gov/catdir/description/random052/2003112666.html
+Elapsed: 0.150623
+Z>
+]]></screen>
+ <para>
+ As can be seen, the first record in the result set is from the
+ Index Data test database, and the second from the Library of
+ Congress database. The result-set continues alternating records
+ round-robin style until the point where one of the databases'
+ records are exhausted.
+ </para>
+ <para>
+ This example uses only two back-end databases; more may be used.
+ There is no limitation imposed on the number of databases that may
+ be metasearched in this way: issues of resource usage and
+ administrative complexity dictate the practical limits.
+ </para>
+ <para>
+ What happens when one of the databases doesn't respond? By default,
+ the entire multi-database search fails, and the appropriate
+ diagnostic is returned to the client. This is usually appropriate
+ during development, when technicians need maximum information, but
+ can be inconvenient in deployment, when users typically don't want
+ to be bothered with problems of this kind and prefer just to get
+ the records from the databases that are available. To obtain this
+ latter behaviour add an empty
+ <literal><hideunavailable></literal>
+ element inside the
+ <literal>multi</literal> filter:
+ </para>
+ <screen><![CDATA[ <filter type="multi">
+ <hideunavailable/>
+ </filter>]]></screen>
+ <para>
+ Under this regime, an error is reported to the client only if
+ <emphasis>all</emphasis> the databases in a multi-database search
+ are unavailable.
+ </para>
+ </section>
+
+
+ <section id="multidb.what">
+ <title>What's going on?</title>
+ <warning>
+ <title>Lark's vomit</title>
+ <para>
+ This section goes into a level of technical detail that is
+ probably not necessary in order to configure and use Metaproxy.
+ It is provided only for those who like to know how things work.
+ You should feel free to skip on to the next section if this one
+ doesn't seem like fun.
+ </para>
+ </warning>
+ <para>
+ Hold on tight - this may get a little hairy.
+ </para>
+ <para>
+ In the general course of things, a Z39.50 Init request may carry
+ with it an otherInfo packet of type <literal>VAL_PROXY</literal>,
+ whose value indicates the address of a Z39.50 server to which the
+ ultimate connection is to be made. (This otherInfo packet is
+ supported by YAZ-based Z39.50 clients and servers, but has not yet
+ been ratified by the Maintenance Agency and so is not widely used
+ in non-Index Data software. We're working on it.)
+ The <literal>VAL_PROXY</literal> packet functions
+ analogously to the absoluteURI-style Request-URI used with the GET
+ method when a web browser asks a proxy to forward its request: see
+ the
+ <ulink url="http://www.w3.org/Protocols/rfc2616/rfc2616-sec5.html#sec5.1.2"
+ >Request-URI</ulink>
+ section of
+ <ulink url="http://www.w3.org/Protocols/rfc2616/rfc2616.html"
+ >the HTTP 1.1 specification</ulink>.
+ </para>
+ <para>
+ Within Metaproxy, Search requests that are part of the same
+ session as an Init request that carries a
+ <literal>VAL_PROXY</literal> otherInfo are also annotated with the
+ same information. The role of the <literal>virt_db</literal>
+ filter is to rewrite this otherInfo packet dependent on the
+ virtual database that the client wants to search.
+ </para>
+ <para>
+ When Metaproxy receives a Z39.50 Init request from a client, it
+ doesn't immediately forward that request to the back-end server.
+ Why not? Because it doesn't know <emphasis>which</emphasis>
+ back-end server to forward it to until the client sends a Search
+ request that specifies the database that it wants to search in.
+ Instead, it just treasures the Init request up in its heart; and,
+ later, the first time the client does a search on one of the
+ specified virtual databases, a connection is forged to the
+ appropriate server and the Init request is forwarded to it. If,
+ later in the session, the same client searches in a different
+ virtual database, then a connection is forged to the server that
+ hosts it, and the same cached Init request is forwarded there,
+ too.
+ </para>
+ <para>
+ All of this clever Init-delaying is done by the
+ <literal>frontend_net</literal> filter. The
+ <literal>virt_db</literal> filter knows nothing about it; in
+ fact, because the Init request that is received from the client
+ doesn't get forwarded until a Search request is received, the
+ <literal>virt_db</literal> filter (and the
+ <literal>z3950_client</literal> filter behind it) doesn't even get
+ invoked at Init time. The <emphasis>only</emphasis> thing that a
+ <literal>virt_db</literal> filter ever does is rewrite the
+ <literal>VAL_PROXY</literal> otherInfo in the requests that pass
+ through it.
+ </para>
+ <para>
+ It is possible for a <literal>virt_db</literal> filter to contain
+ multiple
+ <literal><target></literal>
+ elements. What does this mean? Only that the filter will add
+ multiple <literal>VAL_PROXY</literal> otherInfo packets to the
+ Search requests that pass through it. That's because the virtual
+ DB filter is dumb, and does exactly what it's told - no more, no
+ less.
+ If a Search request with multiple <literal>VAL_PROXY</literal>
+ otherInfo packets reaches a <literal>z3950_client</literal>
+ filter, this is an error. That filter doesn't know how to deal
+ with multiple targets, so it will either just pick one and search
+ in it, or (better) fail with an error message.
</para>
<para>
- ### Much, much more to say!
+ The <literal>multi</literal> filter comes to the rescue! This is
+ the only filter that knows how to deal with multiple
+ <literal>VAL_PROXY</literal> otherInfo packets, and it does so by
+ making multiple copies of the entire Search request: one for each
+ <literal>VAL_PROXY</literal>. Each of these new copies is then
+ passed down through the remaining filters in the route. (The
+ copies are handled in parallel though the
+ spawning of new threads.) Since the copies each have only one
+ <literal>VAL_PROXY</literal> otherInfo, they can be handled by the
+ <literal>z3950_client</literal> filter, which happily deals with
+ each one individually. When the results of the individual
+ searches come back up to the <literal>multi</literal> filter, it
+ merges them into a single Search response, which is what
+ eventually makes it back to the client.
</para>
</section>
+
+
+ <section id="multidb.picture">
+ <title>A picture is worth a thousand words (but only five hundred on 64-bit architectures)</title>
+ <simpara>
+ <inlinemediaobject>
+ <imageobject>
+ <imagedata fileref="multi.pdf" format="PDF" scale="50"/>
+ </imageobject>
+ <imageobject>
+ <imagedata fileref="multi.png" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <!-- Fall back if none of the images can be used -->
+ <phrase>
+ [Here there should be a diagram showing the progress of
+ packages through the filters during a simple virtual-database
+ search and a multi-database search, but is seems that your
+ toolchain has not been able to include the diagram in this
+ document. This is because of LaTeX suckage. Time to move to
+ OpenOffice. Yes, really.]
+ </phrase>
+ </textobject>
+<!-- ### This used to work with an older version of DocBook
+ <caption>
+ <para>Caption: progress of packages through filters.</para>
+ </caption>
+-->
+ </inlinemediaobject>
+ </simpara>
+ </section>
</chapter>
- <chapter id="moduleref">
- <title>Module Reference</title>
- <para>
- The material in this chapter includes the man pages material
- </para>
- &manref;
+
+
+ <chapter id="extensions">
+ <title>Writing extensions for Metaproxy</title>
+ <para>### To be written</para>
</chapter>
+
+
+
<chapter id="classes">
<title>Classes in the Metaproxy source code</title>
<title>Introductory notes</title>
<para>
<emphasis>Stop! Do not read this!</emphasis>
- You won't enjoy it at all.
+ You won't enjoy it at all. You should just skip ahead to
+ <link linkend="refguide">the reference guide</link>,
+ which tells
+ <!-- The remainder of this paragraph is lifted verbatim from
+ Douglas Adams' _Hitch Hiker's Guide to the Galaxy_, chapter 8 -->
+ you things you really need to know, like the fact that the
+ fabulously beautiful planet Bethselamin is now so worried about
+ the cumulative erosion by ten billion visiting tourists a year
+ that any net imbalance between the amount you eat and the amount
+ you excrete whilst on the planet is surgically removed from your
+ bodyweight when you leave: so every time you go to the lavatory it
+ is vitally important to get a receipt.
</para>
<para>
This chapter contains documentation of the Metaproxy source code, and is
</para>
</section>
- <section>
+ <section id="individual.classes">
<title>Individual classes</title>
<para>
The classes making up the Metaproxy application are here listed by
structures, which are listed in its constructor. Merely
instantiating this class registers all the static classes. It is
for the benefit of this class that <literal>struct
- yp2_filter_struct</literal> exists, and that all the filter
+ metaproxy_1_filter_struct</literal> exists, and that all the filter
classes provide a static object of that type.
</para>
</section>
<para>
The virtual base class of all filters. The filter API is, on the
surface at least, extremely simple: two methods.
- <literal>configure()</literal> is passed a DOM tree representing
+ <literal>configure()</literal> is passed an XML DOM tree representing
that part of the configuration file that pertains to this filter
instance, and is expected to walk that tree extracting relevant
information. And <literal>process()</literal> processes a
<title><literal>mp::RouterChain</literal>
(<filename>router_chain.cpp</filename>)</title>
<para>
- ###
+ ### to be written
</para>
</section>
<title><literal>mp::RouterFleXML</literal>
(<filename>router_flexml.cpp</filename>)</title>
<para>
- ###
+ ### to be written
</para>
</section>
<title><literal>mp::Session</literal>
(<filename>session.cpp</filename>)</title>
<para>
- ###
+ ### to be written
</para>
</section>
<title><literal>mp::ThreadPoolSocketObserver</literal>
(<filename>thread_pool_observer.cpp</filename>)</title>
<para>
- ###
+ ### to be written
</para>
</section>
</section>
- <section>
+ <section id="other.source.files">
<title>Other Source Files</title>
<para>
In addition to the Metaproxy source files that define the classes
<term><literal>metaproxy_prog.cpp</literal></term>
<listitem>
<para>
- The main function of the <command>yp2</command> program.
+ The main function of the <command>metaproxy</command> program.
</para>
</listitem>
</varlistentry>
<literal>plainfile.cpp</literal>,
<literal>tstdl.cpp</literal>.
</para>
-
-
- <!-- Epilogue -->
- <para>
- --
- </para>
- <screen>
- <!-- This is just a lame way to get some vertical whitespace at
- the end of the document -->
-
-
-
-
- </screen>
</section>
</chapter>
+
+
+
+ <reference id="refguide">
+ <title>Reference guide</title>
+ <para>
+ The material in this chapter is drawn directly from the individual
+ manual entries. In particular, the Metaproxy invocation section is
+ available using <command>man metaproxy</command>, and the section
+ on each individual filter is available using the name of the filter
+ as the argument to the <command>man</command> command.
+ </para>
+ &manref;
+ </reference>
+</book>
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