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DSpace Documentation : AIP Backup and Restore
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This page last changed on Feb 17, 2011 by <font color="#0050B2">helix84</font>.
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<h1><a name="AIPBackupandRestore-AIPBackup%26RestoreforDSpace"></a>AIP Backup & Restore for DSpace</h1>
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/*]]>*/</style><div class='rbtoc1297951465473'>
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<ul>
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<li><span class='TOCOutline'>1</span> <a href='#AIPBackupandRestore-Background%26Overview'>Background & Overview</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1</span> <a href='#AIPBackupandRestore-HowdoesthisdifferfromtraditionalDSpaceBackups%3FWhichBackuprouteisbetter%3F'>How does this differ from traditional DSpace Backups? Which Backup route is better?</a></li>
|
||||
<li><span class='TOCOutline'>1.2</span> <a href='#AIPBackupandRestore-HowdoesthisworkhelpDSpaceinteractwithDuraCloud%3F'>How does this work help DSpace interact with DuraCloud?</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#AIPBackupandRestore-MakeupandDefinitionofAIPs'>Makeup and Definition of AIPs</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.1</span> <a href='#AIPBackupandRestore-AIPsareArchivalInformationPackages.'>AIPs are Archival Information Packages.</a></li>
|
||||
<li><span class='TOCOutline'>2.2</span> <a href='#AIPBackupandRestore-AIPStructure%2FFormat'>AIP Structure / Format</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#AIPBackupandRestore-RunningtheCode'>Running the Code</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>3.1</span> <a href='#AIPBackupandRestore-ExportingAIPs'>Exporting AIPs</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>3.1.1</span> <a href='#AIPBackupandRestore-ExportModes%26Options'>Export Modes & Options</a></li>
|
||||
<li><span class='TOCOutline'>3.1.2</span> <a href='#AIPBackupandRestore-ExportingjustasingleAIP'>Exporting just a single AIP</a></li>
|
||||
<li><span class='TOCOutline'>3.1.3</span> <a href='#AIPBackupandRestore-ExportingAIPHierarchy'>Exporting AIP Hierarchy</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>3.1.3.1</span> <a href='#AIPBackupandRestore-ExportingEntireSite'>Exporting Entire Site</a></li>
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</ul>
|
||||
</ul>
|
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<li><span class='TOCOutline'>3.2</span> <a href='#AIPBackupandRestore-Ingesting%2FRestoringAIPs'>Ingesting / Restoring AIPs</a></li>
|
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<ul>
|
||||
<li><span class='TOCOutline'>3.2.1</span> <a href='#AIPBackupandRestore-IngestionModes%26Options'>Ingestion Modes & Options</a></li>
|
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<ul>
|
||||
<li><span class='TOCOutline'>3.2.1.1</span> <a href='#AIPBackupandRestore-Thedifferencebetween%22Submit%22and%22Restore%2FReplace%22modes'>The difference between "Submit" and "Restore/Replace" modes</a></li>
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</ul>
|
||||
<li><span class='TOCOutline'>3.2.2</span> <a href='#AIPBackupandRestore-SubmittingAIP%28s%29tocreateanewobject'>Submitting AIP(s) to create a new object</a></li>
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<ul>
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<li><span class='TOCOutline'>3.2.2.1</span> <a href='#AIPBackupandRestore-SubmittingaSingleAIP'>Submitting a Single AIP</a></li>
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<li><span class='TOCOutline'>3.2.2.2</span> <a href='#AIPBackupandRestore-SubmittinganAIPHierarchy'>Submitting an AIP Hierarchy</a></li>
|
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</ul>
|
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<li><span class='TOCOutline'>3.2.3</span> <a href='#AIPBackupandRestore-Restoring%2FReplacingusingAIP%28s%29'>Restoring/Replacing using AIP(s)</a></li>
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<ul>
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<li><span class='TOCOutline'>3.2.3.1</span> <a href='#AIPBackupandRestore-DefaultRestoreMode'>Default Restore Mode</a></li>
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<li><span class='TOCOutline'>3.2.3.2</span> <a href='#AIPBackupandRestore-Restore%2CKeepExistingMode'>Restore, Keep Existing Mode</a></li>
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<li><span class='TOCOutline'>3.2.3.3</span> <a href='#AIPBackupandRestore-ForceReplaceMode'>Force Replace Mode</a></li>
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<li><span class='TOCOutline'>3.2.3.4</span> <a href='#AIPBackupandRestore-RestoringEntireSite'>Restoring Entire Site</a></li>
|
||||
</ul>
|
||||
</ul>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#AIPBackupandRestore-AdditionalPackagerOptions'>Additional Packager Options</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.1</span> <a href='#AIPBackupandRestore-Howtousetheseoptions'>How to use these options</a></li>
|
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</ul>
|
||||
<li><span class='TOCOutline'>5</span> <a href='#AIPBackupandRestore-Configurationin%27dspace.cfg%27'>Configuration in 'dspace.cfg'</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>5.1</span> <a href='#AIPBackupandRestore-AIPMetadataDisseminationConfigurations'>AIP Metadata Dissemination Configurations</a></li>
|
||||
<li><span class='TOCOutline'>5.2</span> <a href='#AIPBackupandRestore-AIPIngestionMetadataCrosswalkConfigurations'>AIP Ingestion Metadata Crosswalk Configurations</a></li>
|
||||
<li><span class='TOCOutline'>5.3</span> <a href='#AIPBackupandRestore-AIPIngestionEPersonConfigurations'>AIP Ingestion EPerson Configurations</a></li>
|
||||
<li><span class='TOCOutline'>5.4</span> <a href='#AIPBackupandRestore-AIPConfigurationsToImproveIngestionSpeedwhileValidating'>AIP Configurations To Improve Ingestion Speed while Validating</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>6</span> <a href='#AIPBackupandRestore-CommonIssuesorErrorMessages'>Common Issues or Error Messages</a></li>
|
||||
</ul></div>
|
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|
||||
<h2><a name="AIPBackupandRestore-Background%26Overview"></a>Background & Overview</h2>
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||||
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||||
<div class='panelMacro'><table class='noteMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/warning.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td>Additional background information available in the Open Repositories 2010 Presentation entitled <a href="http://www.slideshare.net/tdonohue/improving-dspace-backups-restores-migrations">Improving DSpace Backups, Restores & Migrations</a></td></tr></table></div>
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||||
<p>As of DSpace 1.7, DSpace now can backup and restore all of its contents as a set of <a href="DSpace AIP Format.html" title="DSpace AIP Format">AIP Files</a>. This includes all Communities, Collections, Items, Groups and People in the system.</p>
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||||
|
||||
<p>This feature came out of a requirement for DSpace to better integrate with <a href="http://www.duracloud.org">DuraCloud</a>, and other backup storage systems. One of these requirements is to be able to essentially "backup" local DSpace contents into the cloud (as a type of offsite backup), and "restore" those contents at a later time.</p>
|
||||
|
||||
<p>Essentially, this means DSpace can export the entire hierarchy (i.e. bitstreams, metadata and relationships between Communities/Collections/Items) into a relatively standard format (a METS-based, <a href="DSpace AIP Format.html" title="DSpace AIP Format">AIP format</a>). This entire hierarchy can also be re-imported into DSpace in the same format (essentially a restore of that content in the same or different DSpace installation).</p>
|
||||
|
||||
<p><b>Benefits for the DSpace community:</b></p>
|
||||
<ul>
|
||||
<li>Allows one to more easily move entire Communities or Collections between DSpace instances.</li>
|
||||
<li>Allows for a potentially more consistent backup of this hierarchy (e.g. to DuraCloud, or just to your own local backup system), rather than relying on synchronizing a backup of your Database (stores metadata/relationships) and assetstore (stores files/bitstreams).</li>
|
||||
<li>Provides a way for people to more easily get their data out of DSpace (whatever the purpose may be).</li>
|
||||
<li>Provides a relatively standard format for people to migrate entire hierarchies (Communities/Collections) from one DSpace to another (or from another system into DSpace).</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="AIPBackupandRestore-HowdoesthisdifferfromtraditionalDSpaceBackups%3FWhichBackuprouteisbetter%3F"></a>How does this differ from traditional DSpace Backups? Which Backup route is better?</h3>
|
||||
|
||||
<p>Traditionally, it has always been recommended to backup and restore DSpace's database and files (also known as the "assetstore") separately. This is described in more detail in the <a href="Storage Layer.html" title="Storage Layer">Storage Layer</a> section of the DSpace System Documentation. The traditional backup and restore route is still a recommended and supported option.</p>
|
||||
|
||||
<p>However, the new AIP Backup & Restore option seeks to try and resolve many of the complexities of a traditional backup and restore. The below table details some of the differences between these two valid Backup and Restore options.</p>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<th class='confluenceTh'> </th>
|
||||
<th class='confluenceTh'> Traditional Backup & Restore (Database and Files) </th>
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||||
<th class='confluenceTh'> AIP Backup & Restore </th>
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</tr>
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<tr>
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||||
<th class='confluenceTh'> Supported Backup/Restore Types </th>
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<th class='confluenceTh'> </th>
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||||
<th class='confluenceTh'> </th>
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||||
</tr>
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||||
<tr>
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||||
<td class='confluenceTd'> Can Backup & Restore all DSpace Content easily </td>
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||||
<td class='confluenceTd'> Yes (Requires two backups/restores – one for Database and one for Files) </td>
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||||
<td class='confluenceTd'> Yes (Though, will not backup/restore items which are not officially "in archive") </td>
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||||
</tr>
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||||
<tr>
|
||||
<td class='confluenceTd'> Can Backup & Restore a Single Community/Collection/Item easily </td>
|
||||
<td class='confluenceTd'> No (It is possible, but requires a strong understanding of DSpace database structure & folder organization in order to only backup & restore metadata/files belonging to that single object) </td>
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||||
<td class='confluenceTd'> Yes </td>
|
||||
</tr>
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||||
<tr>
|
||||
<td class='confluenceTd'> Backups can be used to move one or more Community/Collection/Items to another DSpace system easily. </td>
|
||||
<td class='confluenceTd'> No (Again, it is possible, but requires a strong understanding of DSpace database structure & folder organization in order to only move metadata/files belonging to that object) </td>
|
||||
<td class='confluenceTd'> Yes </td>
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||||
</tr>
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||||
<tr>
|
||||
<th class='confluenceTh'> Supported Object Types During Backup & Restore </th>
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||||
<th class='confluenceTh'> </th>
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||||
<th class='confluenceTh'> </th>
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||||
</tr>
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||||
<tr>
|
||||
<td class='confluenceTd'> Supports backup/restore of all Communities/Collections/Items (including metadata, files, logos, etc.) </td>
|
||||
<td class='confluenceTd'> Yes </td>
|
||||
<td class='confluenceTd'> Yes </td>
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||||
</tr>
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||||
<tr>
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||||
<td class='confluenceTd'> Supports backup/restore of all People/Groups/Permissions </td>
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||||
<td class='confluenceTd'> Yes </td>
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||||
<td class='confluenceTd'> Yes </td>
|
||||
</tr>
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||||
<tr>
|
||||
<td class='confluenceTd'> Supports backup/restore of all Collection-specific Item Templates </td>
|
||||
<td class='confluenceTd'> Yes </td>
|
||||
<td class='confluenceTd'> Yes </td>
|
||||
</tr>
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||||
<tr>
|
||||
<td class='confluenceTd'> Supports backup/restore of all Collection Harvesting settings (only for Collections which pull in all Items via OAI-PMH or OAI-ORE) </td>
|
||||
<td class='confluenceTd'> Yes </td>
|
||||
<td class='confluenceTd'> No (This is a known issue. All previously harvested Items will be restored, but the OAI-PMH/OAI-ORE harvesting settings will be lost during the restore process.) </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Supports backup/restore of all Withdrawn (but not deleted) Items </td>
|
||||
<td class='confluenceTd'> Yes </td>
|
||||
<td class='confluenceTd'> Yes </td>
|
||||
</tr>
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||||
<tr>
|
||||
<td class='confluenceTd'> Supports backup/restore of Item Mappings between Collections </td>
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<td class='confluenceTd'> Yes </td>
|
||||
<td class='confluenceTd'> Yes (During restore, the AIP Ingester may throw a false "Could not find a parent DSpaceObject" error (see <a href="#AIPBackupandRestore-CommonIssuesorErrorMessages">Common Issues or Error Messages</a>), if it tries to restore an Item Mapping to a Collection that it hasn't yet restored. But this error can be safely bypassed using the 'skipIfParentMissing' flag (see <a href="#AIPBackupandRestore-AdditionalPackagerOptions">Additional Packager Options</a> for more details).</td>
|
||||
</tr>
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||||
<tr>
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||||
<td class='confluenceTd'> Supports backup/restore of all in-process, uncompleted Submissions (or those currently in an approval workflow) </td>
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||||
<td class='confluenceTd'> Yes </td>
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||||
<td class='confluenceTd'> No (AIPs are only generated for objects which are completed and considered "in archive") </td>
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||||
</tr>
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||||
<tr>
|
||||
<td class='confluenceTd'> Supports backup/restore of Items using custom Metadata Schemas & Fields </td>
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||||
<td class='confluenceTd'> Yes </td>
|
||||
<td class='confluenceTd'> Yes (Custom Metadata Fields will be automatically recreated. Custom Metadata Schemas must be manually created first, in order for DSpace to be able to recreate custom fields belonging to that schema. See <a href="#AIPBackupandRestore-CommonIssuesorErrorMessages">Common Issues or Error Messages</a> for more details.) </td>
|
||||
</tr>
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||||
<tr>
|
||||
<td class='confluenceTd'> Supports backup/restore of all local DSpace Configurations and Customizations </td>
|
||||
<td class='confluenceTd'> Yes (if you backup your <b>entire</b> DSpace directory as part of backing up your files) </td>
|
||||
<td class='confluenceTd'> Not by default (unless your also backup parts of your DSpace directory – note, you wouldn't need to backup the '[dspace]/assetstore' folder again, as those files are already included in AIPs) </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
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||||
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||||
|
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<p>Based on your local institutions needs, you will want to choose the backup & restore process which is most appropriate to you. You may also find it beneficial to use both types of backups on different time schedules, in order to keep to a minimum the likelihood of losing your DSpace installation settings or its contents. For example, you may choose to perform a Traditional Backup once per week (to backup your local system configurations and customizations) and an AIP Backup on a daily basis. Alternatively, you may choose to perform daily Traditional Backups and only use the AIP Backup as a "permanent archives" option (perhaps performed on a weekly or monthly basis).</p>
|
||||
|
||||
<div class='panelMacro'><table class='noteMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/warning.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Don't Forget to Backup your Configurations and Customizations</b><br />If you choose to use the AIP Backup and Restore option, do not forget to also backup your local DSpace configurations and customizations. Depending on how you manage your own local DSpace, these configurations and customizations are likely in one or more of the following locations:
|
||||
<ul>
|
||||
<li><tt>[dspace]</tt> - The DSpace installation directory (Please note, if you also use the AIP Backup & Restore option, you do <b>not</b> need to backup your <tt>[dspace]/assetstore</tt> directory, as those files already exist in your AIPs).</li>
|
||||
<li><tt>[dspace-source]</tt> - The DSpace source directory</li>
|
||||
</ul>
|
||||
</td></tr></table></div>
|
||||
|
||||
|
||||
<h3><a name="AIPBackupandRestore-HowdoesthisworkhelpDSpaceinteractwithDuraCloud%3F"></a>How does this work help DSpace interact with DuraCloud?</h3>
|
||||
|
||||
<p>This work is entirely about <b>exporting</b> DSpace content objects to a location on a local filesystem. So, this work doesn't interact solely with <a href="http://www.duracloud.org">DuraCloud</a>, and could be used by any backup storage system to backup your DSpace contents.</p>
|
||||
|
||||
<p>In the initial DuraCloud work, the DuraCloud team is working on a way to "synchronize" DuraCloud with a local file folder. So, DuraCloud can be configured to "watch" a given folder and automatically replicate its contents into the cloud.</p>
|
||||
|
||||
<p>Therefore, moving content from DSpace to DuraCloud would currently be a two-step process:</p>
|
||||
<ol>
|
||||
<li>First, export AIPs describing that content from DSpace to a filesystem folder</li>
|
||||
<li>Second, enable DuraCloud to watch that same filesystem folder and replicate it into the cloud.</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<p>Similarly, moving content from DuraCloud back into DSpace would also be a two-step process:</p>
|
||||
<ol>
|
||||
<li>First, you'd tell DuraCloud to replicate the AIPs from the cloud to a folder on your file system</li>
|
||||
<li>Second, you'd ingest those AIPs back into DSpace</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<p>(These backup/restore processes may change as we go forward and investigate more use cases. This is just the initial plan.)</p>
|
||||
|
||||
<h2><a name="AIPBackupandRestore-MakeupandDefinitionofAIPs"></a>Makeup and Definition of AIPs</h2>
|
||||
|
||||
<h3><a name="AIPBackupandRestore-AIPsareArchivalInformationPackages."></a>AIPs are Archival Information Packages.</h3>
|
||||
|
||||
<ul>
|
||||
<li>AIP is a package describing <b>one archival object</b> in DSpace.
|
||||
<ul>
|
||||
<li>The <b>archival object</b> may be a single <b>Item</b>, <b>Collection</b>, <b>Community</b>, or <b>Site</b> (Site AIPs contain site-wide information). Bitstreams are included in an Item's AIP.</li>
|
||||
<li>Each AIP is logically self-contained, can be restored without rest of the archive. (So you could restore a single Item, Collection or Community)</li>
|
||||
<li>Collection or Community AIPs do <b>not</b> include all child objects (e.g. Items in those Collections or Communities), as each AIP only describes <b>one</b> object. However, these container AIPs do contain references (links) to all child objects. These references can be used by DSpace to automatically restore all referenced AIPs when restoring a Collection or Community.</li>
|
||||
<li>AIPs are only generated for objects which are currently in the "in archive" state in DSpace. This means that in-progress, uncompleted submissions are not described in AIPs and cannot be restored after a disaster. Permanently removed objects will also no longer be exported as AIPs after their removal. However, withdrawn objects will continue to be exported as AIPs, since they are still considered under the "in archive" status.</li>
|
||||
<li>AIPs with identical contents will always have identical <a href="http://en.wikipedia.org/wiki/Checksum">checksums</a>. This provides a basic means of validating whether the contents within an AIP have changed. For example, if a Collection's AIP has the same checksum at two different points in time, it means that Collection has not changed during that time period.</li>
|
||||
<li>AIP profile favors completeness and accuracy rather than presenting the semantics of an object in a standard format. It conforms to the quirks of DSpace's internal object model rather than attempting to produce a universally understandable representation of the object. When possible, an AIP tries to use common standards to express objects.</li>
|
||||
<li>An AIP <em>can</em> serve as a DIP (Dissemination Information Package) or SIP (Submission Information Package), especially when transferring custody of objects to another DSpace implementation.</li>
|
||||
<li>In contrast to SIP or DIP, the AIP should include all available DSpace structural and administrative metadata, and basic provenance information. AIPs also describe some basic system level information (e.g. Groups and People).</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
<h3><a name="AIPBackupandRestore-AIPStructure%2FFormat"></a>AIP Structure / Format</h3>
|
||||
|
||||
<p>Generally speaking, an AIP is an Zip file containing a METS manifest and all related content bitstreams.</p>
|
||||
|
||||
<p>For more specific details of AIP format / structure, along with examples, please see <a href="DSpace AIP Format.html" title="DSpace AIP Format">DSpace AIP Format</a></p>
|
||||
|
||||
<h2><a name="AIPBackupandRestore-RunningtheCode"></a>Running the Code</h2>
|
||||
|
||||
<h3><a name="AIPBackupandRestore-ExportingAIPs"></a>Exporting AIPs</h3>
|
||||
|
||||
<h4><a name="AIPBackupandRestore-ExportModes%26Options"></a>Export Modes & Options</h4>
|
||||
|
||||
<p>All AIP Exports are done by using the Dissemination Mode (<tt>-d</tt> option) of the <tt>packager</tt> command.</p>
|
||||
|
||||
<p>There are two types of AIP Dissemination you can perform:</p>
|
||||
<ul>
|
||||
<li><b><a href="#AIPBackupandRestore-ExportingjustasingleAIP">Single AIP</a></b> (default, using <tt>-d</tt> option) - Exports just an AIP describing a single DSpace object. So, if you ran it in this default mode for a Collection, you'd just end up with a single Collection AIP (which would not include AIPs for all its child Items)</li>
|
||||
<li><b><a href="#AIPBackupandRestore-ExportingAIPHierarchy">Hierarchy of AIPs</a></b> (using the <tt>-d --all</tt> or <tt>-d -a</tt> option) - Exports the requested AIP describing an object, plus the AIP for all child objects. Some examples follow:
|
||||
<ul>
|
||||
<li>For a Site - this would export <b>all</b> Communities, Collections & Items within the site into AIP files (in a provided directory)</li>
|
||||
<li>For a Community - this would export that Community and all SubCommunities, Collections and Items into AIP files (in a provided directory)</li>
|
||||
<li>For a Collection - this would export that Collection and all contained Items into AIP files (in a provided directory)</li>
|
||||
<li>For an Item – this just exports the Item into an AIP as normal (as it already contains its Bitstreams/Bundles by default)</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
<h4><a name="AIPBackupandRestore-ExportingjustasingleAIP"></a>Exporting just a single AIP</h4>
|
||||
|
||||
<p>To export in single AIP mode (default), use this 'packager' command template:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -d -t AIP -e <eperson> -i <handle> <file-path>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>for example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -d -t AIP -e admin@myu.edu -i 4321/4567 aip4567.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The above code will export the object of the given handle (4321/4567) into an AIP file named "aip4567.zip". This will <b>not</b> include any child objects for Communities or Collections.</p>
|
||||
|
||||
|
||||
<h4><a name="AIPBackupandRestore-ExportingAIPHierarchy"></a>Exporting AIP Hierarchy</h4>
|
||||
|
||||
<p>To export an AIP hierarchy, use the <tt>-a</tt> (or <tt>--all</tt>) package parameter.</p>
|
||||
|
||||
<p>For example, use this 'packager' command template:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -d -a -t AIP -e <eperson> -i <handle> <file-path>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>for example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -d -a -t AIP -e admin@myu.edu -i 4321/4567 aip4567.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The above code will export the object of the given handle (4321/4567) into an AIP file named "aip4567.zip". In addition it would export all children objects to the same directory as the "aip4567.zip" file. The child AIP files are all named using the following format:</p>
|
||||
<ul>
|
||||
<li>File Name Format: <tt><Obj-Type>@<Handle-with-dashes>.zip</tt>
|
||||
<ul>
|
||||
<li>e.g. COMMUNITY@123456789-1.zip, COLLECTION@123456789-2.zip, ITEM@123456789-200.zip</li>
|
||||
<li>This general file naming convention ensures that you can easily locate an object to restore by its name (assuming you know its Object Type and Handle).</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Alternatively, if object doesn't have a Handle, it uses this File Name Format: <tt><Obj-Type>@internal-id-<DSpace-ID>.zip</tt> (e.g. ITEM@internal-id-234.zip)</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>AIPs are only generated for objects which are currently in the "in archive" state in DSpace. This means that in-progress, uncompleted submissions are not described in AIPs and cannot be restored after a disaster.</p>
|
||||
|
||||
<h5><a name="AIPBackupandRestore-ExportingEntireSite"></a>Exporting Entire Site</h5>
|
||||
|
||||
<p>To export an entire DSpace Site, pass the packager the Handle <tt><site-handle-prefix>/0</tt>. For example, if your site prefix is "4321", you'd run a command similar to the following:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -d -a -t AIP -e admin@myu.edu -i 4321/0 sitewide-aip.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>Again, this would export the DSpace Site AIP into the file "sitewide-aip.zip", and export AIPs for <b>all</b> Communities, Collections and Items into the same directory as the Site AIP.</p>
|
||||
|
||||
<h3><a name="AIPBackupandRestore-Ingesting%2FRestoringAIPs"></a>Ingesting / Restoring AIPs</h3>
|
||||
|
||||
<h4><a name="AIPBackupandRestore-IngestionModes%26Options"></a>Ingestion Modes & Options</h4>
|
||||
|
||||
<p>Ingestion of AIPs is a bit more complex than Dissemination, as there are several different "modes" available:</p>
|
||||
<ol>
|
||||
<li><a href="#AIPBackupandRestore-SubmittingAIP%28s%29tocreateanewobject">Submit/Ingest Mode</a> (<tt>-s</tt> option, default) – submit AIP(s) to DSpace in order to create a new object(s) (i.e. AIP is treated like a SIP – Submission Information Package)</li>
|
||||
<li><a href="#AIPBackupandRestore-Restoring%2FReplacingusingAIP%28s%29">Restore Mode</a> (<tt>-r</tt> option) – restore pre-existing object(s) in DSpace based on AIP(s). This also attempts to restore all handles and relationships (parent/child objects). This is a specialized type of "submit", where the object is created with a known Handle and known relationships.</li>
|
||||
<li><a href="#AIPBackupandRestore-ForceReplaceMode">Replace Mode</a> (<tt>-r -f</tt> option) – replace existing object(s) in DSpace based on AIP(s). This also attempts to restore all handles and relationships (parent/child objects). This is a specialized type of "restore" where the contents of existing object(s) is replaced by the contents in the AIP(s). By default, if a normal "restore" finds the object already exists, it will back out (i.e. rollback all changes) and report which object already exists.</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<p>Again, like export, there are two types of AIP Ingestion you can perform (using any of the above modes):</p>
|
||||
<ul>
|
||||
<li><b>Single AIP</b> (default) - Ingests just an AIP describing a single DSpace object. So, if you ran it in this default mode for a Collection AIP, you'd just create a DSpace Collection from the AIP (but not ingest any of its child objects)</li>
|
||||
<li><b>Hierarchy of AIPs</b> (by including the <tt>--all</tt> or <tt>-a</tt> option after the mode) - Ingests the requested AIP describing an object, plus the AIP for all child objects. Some examples follow:
|
||||
<ul>
|
||||
<li>For a Site - this would ingest <b>all</b> Communities, Collections & Items based on the located AIP files</li>
|
||||
<li>For a Community - this would ingest that Community and all SubCommunities, Collections and Items based on the located AIP files</li>
|
||||
<li>For a Collection - this would ingest that Collection and all contained Items based on the located AIP files</li>
|
||||
<li>For an Item – this just ingest the Item (including all Bitstreams & Bundles) based on the AIP file.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h5><a name="AIPBackupandRestore-Thedifferencebetween%22Submit%22and%22Restore%2FReplace%22modes"></a>The difference between "Submit" and "Restore/Replace" modes</h5>
|
||||
|
||||
<p>It's worth understanding the primary differences between a Submission (specified by <tt>-s</tt> parameter) and a Restore (specified by <tt>-r</tt> parameter).</p>
|
||||
|
||||
<ul>
|
||||
<li><b><a href="#AIPBackupandRestore-SubmittingAIP%28s%29tocreateanewobject">Submission Mode</a></b> (<tt>-s</tt> mode) - creates a new object (AIP is treated like a SIP)
|
||||
<ul>
|
||||
<li>By default, a new Handle is always assigned
|
||||
<ul>
|
||||
<li>However, you can force it to use the handle specified in the AIP by specifying <tt>-o ignoreHandle=false</tt> as one of your parameters</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>By default, a new Parent object <b>must</b> be specified (using the <tt>-p</tt> parameter). This is the location where the new object will be created.
|
||||
<ul>
|
||||
<li>However, you can force it to use the parent object specified in the AIP by specifying <tt>-o ignoreParent=false</tt> as one of your parameters</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>By default, will respect a Collection's Workflow process when you submit an Item to a Collection
|
||||
<ul>
|
||||
<li>However, you can specifically <em>skip</em> any workflow approval processes by specifying <tt>-w</tt> parameter.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>Always</b> adds a new Deposit License to Items</li>
|
||||
<li><b>Always</b> adds new DSpace System metadata to Items (includes new 'dc.date.accessioned', 'dc.date.available', 'dc.date.issued' and 'dc.description.provenance' entries)</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<ul>
|
||||
<li><b><a href="#AIPBackupandRestore-Restoring%2FReplacingusingAIP%28s%29">Restore / Replace Mode</a></b> (<tt>-r</tt> mode) - restores a previously existing object (as if from a backup)
|
||||
<ul>
|
||||
<li>By default, the Handle specified in the AIP is restored
|
||||
<ul>
|
||||
<li>However, for restores, you can force a new handle to be generated by specifying <tt>-o ignoreHandle=true</tt> as one of your parameters. (NOTE: Doesn't work for <em>replace</em> mode as the new object always retains the handle of the replaced object)</li>
|
||||
<li><img class="emoticon" src="images/icons/emoticons/information.gif" height="16" width="16" align="absmiddle" alt="" border="0"/> Although a Restore/Replace does restore Handles, it will not necessarily restore the same internal IDs in your Database.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>By default, the object is restored under the Parent specified in the AIP
|
||||
<ul>
|
||||
<li>However, for restores, you can force it to restore under a different parent object by using the <tt>-p</tt> parameter. (NOTE: Doesn't work for <em>replace</em> mode, as the new object always retains the parent of the replaced object)</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>Always</b> skips any Collection workflow approval processes when restoring/replacing an Item in a Collection</li>
|
||||
<li><b>Never</b> adds a new Deposit License to Items (rather it restores the previous deposit license, as long as it is stored in the AIP)</li>
|
||||
<li><b>Never</b> adds new DSpace System metadata to Items (rather it just restores the metadata as specified in the AIP)</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<div class='panelMacro'><table class='noteMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/warning.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Changing Submission/Restore Behavior</b><br />It is possible to change some of the default behaviors of both the Submission and Restore/Replace Modes. Please see the <a href="#AIPBackupandRestore-AdditionalPackagerOptions">Additional Packager Options</a> section below for a listing of command-line options that allow you to override some of the default settings described above.</td></tr></table></div>
|
||||
|
||||
<h4><a name="AIPBackupandRestore-SubmittingAIP%28s%29tocreateanewobject"></a>Submitting AIP(s) to create a new object</h4>
|
||||
|
||||
<h5><a name="AIPBackupandRestore-SubmittingaSingleAIP"></a>Submitting a Single AIP</h5>
|
||||
|
||||
<div class='panelMacro'><table class='noteMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/warning.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>AIPs treated as SIPs</b><br />This option allows you to essentially use an AIP as a SIP (Submission Information Package). The default settings will create a new DSpace object (with a new handle and a new parent object, if specified) from your AIP.</td></tr></table></div>
|
||||
|
||||
<p>To ingest a single AIP and create a new DSpace object under a parent of your choice, specify the <tt>-p</tt> (or <tt>--parent</tt>) package parameter to the command. Also, note that you are running the <tt>packager</tt> in <tt>-s</tt> (submit) mode.</p>
|
||||
|
||||
<p><em>NOTE:</em> This only ingests the single AIP specified. It does <b>not</b> ingest all children objects.</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -s -t AIP -e <eperson> -p <parent-handle> <file-path>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>If you leave out the <tt>-p</tt> parameter, the AIP package ingester will attempt to install the AIP under the same parent it had before. As you are also specifying the <tt>-s</tt> (submit) parameter, the <tt>packager</tt> will assume you want a new Handle to be assigned (as you are effectively specifying that you are submitting a <b>new</b> object). If you want the object to retain the Handle specified in the AIP, you can specify the <tt>-o ignoreHandle=false</tt> option to force the packager to <em>not</em> ignore the Handle specified in the AIP.</p>
|
||||
|
||||
|
||||
<h5><a name="AIPBackupandRestore-SubmittinganAIPHierarchy"></a>Submitting an AIP Hierarchy</h5>
|
||||
|
||||
<div class='panelMacro'><table class='noteMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/warning.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>AIPs treated as SIPs</b><br />This option allows you to essentially use a set of AIPs as SIPs (Submission Information Packages). The default settings will create a new DSpace object (with a new handle and a new parent object, if specified) from each AIP</td></tr></table></div>
|
||||
|
||||
<p>To ingest an AIP hierarchy from a directory of AIPs, use the <tt>-a</tt> (or <tt>--all</tt>) package parameter.</p>
|
||||
|
||||
<p>For example, use this 'packager' command template:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -s -a -t AIP -e <eperson> -p <parent-handle> <file-path>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>for example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -s -a -t AIP -e admin@myu.edu -p 4321/12 aip4567.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The above command will ingest the package named "aip4567.zip" as a child of the specified Parent Object (handle="4321/12"). The resulting object is assigned a new Handle (since <tt>-s</tt> is specified). In addition, any child AIPs referenced by "aip4567.zip" are also recursively ingested (a new Handle is also assigned for each child AIP).</p>
|
||||
|
||||
<p>Another example – <b>Ingesting a Top-Level Community</b> (by using the Site Handle, <tt><site-handle-prefix>/0</tt>):</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -s -a -t AIP -e admin@myu.edu -p 4321/0 community-aip.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The above command will ingest the package named "community-aip.zip" as a <b>top-level community</b> (i.e. the specified parent is "4321/0" which is a Site Handle). Again, the resulting object is assigned a new Handle. In addition, any child AIPs referenced by "community-aip.zip" are also recursively ingested (a new Handle is also assigned for each child AIP).</p>
|
||||
|
||||
<h4><a name="AIPBackupandRestore-Restoring%2FReplacingusingAIP%28s%29"></a>Restoring/Replacing using AIP(s)</h4>
|
||||
|
||||
<p><b>Restoring</b> is slightly different than just <b>submitting</b>. When restoring, we make every attempt to restore the object as it <b>used to be</b> (including its handle, parent object, etc.).</p>
|
||||
|
||||
<p>There are currently three restore modes:</p>
|
||||
<ol>
|
||||
<li><a href="#AIPBackupandRestore-DefaultRestoreMode">Default Restore Mode</a> (<tt>-r</tt>) = Attempt to restore object (and optionally children). Rollback all changes if any object is found to already exist.</li>
|
||||
<li><a href="#AIPBackupandRestore-Restore%2CKeepExistingMode">Restore, Keep Existing Mode</a> (<tt>-r -k</tt>) = Attempt to restore object (and optionally children). If an object is found to already exist, skip over it (and all children objects), and continue to restore all other non-existing objects.</li>
|
||||
<li><a href="#AIPBackupandRestore-ForceReplaceMode">Force Replace Mode</a> (<tt>-r -f</tt>) = Restore an object (and optionally children) and <b>overwrite</b> any existing objects in DSpace. Therefore, if an object is found to already exist in DSpace, its contents are replaced by the contents of the AIP. <em>WARNING: This mode is potentially dangerous as it will permanently destroy any object contents that do not currently exist in the AIP. You may want to perform a secondary backup, unless you are sure you know what you are doing!</em></li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h5><a name="AIPBackupandRestore-DefaultRestoreMode"></a>Default Restore Mode</h5>
|
||||
|
||||
<p>By default, the restore mode (<tt>-r</tt> option) will throw an error and rollback all changes if any object is found to already exist. The user will be informed if which object already exists within their DSpace installation.</p>
|
||||
|
||||
<p><b>Restore a Single AIP:</b> Use this 'packager' command template to restore a single object from an AIP (not including any child objects):</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -t AIP -e <eperson> <AIP-file-path>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p><b>Restore a Hierarchy of AIPs:</b> Use this 'packager' command template to restore an object from an AIP along with all child objects (from their AIPs):</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -a -t AIP -e <eperson> <AIP-file-path>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>For example:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -a -t AIP -e admin@myu.edu aip4567.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p><em>Notice that unlike</em> <tt><em>-s</em></tt> <em>option (for submission/ingesting), the</em> <tt><em>-r</em></tt> <em>option does not require the Parent Object (</em><tt><em>-p</em></tt> <em>option) to be specified if it can be determined from the package itself.</em></p>
|
||||
|
||||
<p>In the above example, the package "aip4567.zip" is restored to the DSpace installation with the Handle provided within the package itself (and added as a child of the parent object specified within the package itself). In addition, any child AIPs referenced by "aip4567.zip" are also recursively ingested (the <tt>-a</tt> option specifies to also restore all child AIPs). They are also restored with the Handles & Parent Objects provided with their package. If any object is found to already exist, all changes are rolled back (i.e. nothing is restored to DSpace)</p>
|
||||
|
||||
<div class='panelMacro'><table class='noteMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/warning.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Highly Recommended to Update Database Sequences after a Large Restore</b><br />In some cases, when you restore a large amount of content to your DSpace, the internal database counts (called "sequences") may get out of sync with the Handles of the content you just restored. As a best practice, it is <b>highly recommended to always</b> re-run the "update-sequences.sql" script on your DSpace database after a larger scale restore. This database script can be run while the system is online (i.e. no need to stop Tomcat or PostgreSQL). The script can be found in the following locations for PostgreSQL and Oracle, respectively:<br/>
|
||||
<tt>[dspace]/etc/postgres/update-sequences.sql</tt><br/>
|
||||
<tt>[dspace]/etc/oracle/update-sequences.sql</tt></td></tr></table></div>
|
||||
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>More Information on using Default Restore Mode with Community/Collection AIPs</b><br /><ul>
|
||||
<li>Using the Default Restore Mode without the <tt>-a</tt> option, will only restore the <b>metadata</b> for that specific Community or Collection. No child objects will be restored.</li>
|
||||
<li>Using the Default Restore Mode with the <tt>-a</tt> option, will only successfully restore a Community or Collection if that object along with any child objects (Sub-Communities, Collections or Items) do not already exist. In other words, if any objects belonging to that Community or Collection already exist in DSpace, the Default Restore Mode will report an error that those object(s) could not be recreated. If you encounter this situation, you will need to perform the restore using either the <a href="#AIPBackupandRestore-Restore%2CKeepExistingMode">Restore, Keep Existing Mode</a> <em>or</em> the <a href="#AIPBackupandRestore-ForceReplaceMode">Force Replace Mode</a> (depending on whether you want to keep or replace those existing child objects).</li>
|
||||
</ul>
|
||||
</td></tr></table></div>
|
||||
|
||||
<h5><a name="AIPBackupandRestore-Restore%2CKeepExistingMode"></a>Restore, Keep Existing Mode</h5>
|
||||
|
||||
<p>When the "Keep Existing" flag (<tt>-k</tt> option) is specified, the restore will attempt to skip over any objects found to already exist. It will report to the user that the object was found to exist (and was not modified or changed). It will then continue to restore all objects which do not already exist.</p>
|
||||
|
||||
<p>One special case to note: If a Collection or Community is found to already exist, its child objects are also skipped over. So, this mode will not auto-restore items to an existing Collection.</p>
|
||||
|
||||
<p><b>Restore a Hierarchy of AIPs:</b> Use this 'packager' command template to restore an object from an AIP along with all child objects (from their AIPs):</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -a -k -t AIP -e <eperson> <AIP-file-path>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>For example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -a -k -t AIP -e admin@myu.edu aip4567.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>In the above example, the package "aip4567.zip" is restored to the DSpace installation with the Handle provided within the package itself (and added as a child of the parent object specified within the package itself). In addition, any child AIPs referenced by "aip4567.zip" are also recursively restored (the <tt>-a</tt> option specifies to also restore all child AIPs). They are also restored with the Handles & Parent Objects provided with their package. If any object is found to already exist, it is skipped over (child objects are also skipped). All non-existing objects are restored.</p>
|
||||
|
||||
<h5><a name="AIPBackupandRestore-ForceReplaceMode"></a>Force Replace Mode</h5>
|
||||
|
||||
<p>When the "Force Replace" flag (<tt>-f</tt> option) is specified, the restore will <b>overwrite</b> any objects found to already exist in DSpace. In other words, existing content is deleted and then replaced by the contents of the AIP(s).</p>
|
||||
|
||||
<div class='panelMacro'><table class='warningMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/forbidden.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Potential for Data Loss</b><br />Because this mode actually <b>destroys</b> existing content in DSpace, it is potentially dangerous and may result in data loss! You may wish to perform a secondary full backup (assetstore files & database) before attempting to replace any existing object(s) in DSpace.</td></tr></table></div>
|
||||
|
||||
<p><b>Replace using a Single AIP:</b> Use this 'packager' command template to replace a single object from an AIP (not including any child objects):</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -f -t AIP -e <eperson> <AIP-file-path>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p><b>Replace using a Hierarchy of AIPs:</b> Use this 'packager' command template to replace an object from an AIP along with all child objects (from their AIPs):</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -a -f -t AIP -e <eperson> <AIP-file-path>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>For example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -a -f -t AIP -e admin@myu.edu aip4567.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>In the above example, the package "aip4567.zip" is restored to the DSpace installation with the Handle provided within the package itself (and added as a child of the parent object specified within the package itself). In addition, any child AIPs referenced by "aip4567.zip" are also recursively ingested. They are also restored with the Handles & Parent Objects provided with their package. <em>If any object is found to already exist, its contents are replaced by the contents of the appropriate AIP.</em></p>
|
||||
|
||||
<p>If any error occurs, the script attempts to rollback the entire replacement process.</p>
|
||||
|
||||
<h5><a name="AIPBackupandRestore-RestoringEntireSite"></a>Restoring Entire Site</h5>
|
||||
|
||||
<p>In order to restore an entire Site from a set of AIPs, you must do the following:</p>
|
||||
<ol>
|
||||
<li>Install a completely "fresh" version of DSpace by following the <a href="Installation.html" title="Installation">Installation instructions in the DSpace Manual</a>
|
||||
<ul>
|
||||
<li>At this point, you should have a completely empty, but fully-functional DSpace installation. You will need to create an initial Administrator user in order to perform this restore (as a full-restore can only be performed by a DSpace Administrator).</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Once DSpace is installed, run the following command to restore all its contents from AIPs
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -a -f -t AIP -e <eperson> -i <site-handle-prefix>/0 /full/path/to/your/site-aip.zip
|
||||
</pre>
|
||||
</div></div></li>
|
||||
</ol>
|
||||
|
||||
|
||||
<p>Please note the following about the above restore command:</p>
|
||||
<ul>
|
||||
<li>Notice that you are running this command in "Force Replace" mode (<tt>-r -f</tt>). This is necessary as your empty DSpace install will already include a few default groups (Administrators and Anonymous) and your initial administrative user. You need to replace these groups in order to restore your prior DSpace contents completely.</li>
|
||||
<li><tt><eperson></tt> should be replaced with the Email Address of the initial Administrator (who you created when you reinstalled DSpace).</li>
|
||||
<li><tt><site-handle-prefix></tt> should be replaced with your DSpace site's assigned Handle Prefix. This is equivalent to the <tt>handle.prefix</tt> setting in your <tt>dspace.cfg</tt></li>
|
||||
<li><tt>/full/path/to/your/site-aip.zip</tt> is the full path to the AIP file which represents your DSpace SITE. This file will be named whatever you named it when you actually <a href="#AIPBackupandRestore-ExportingEntireSite">exported your entire site</a>. All other AIPs are assumed to be referenced from this SITE AIP (in most cases, they should be in the same directory as that SITE AIP).</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<div class='panelMacro'><table class='noteMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/warning.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Highly Recommended to Update Database Sequences after a Large Restore</b><br />In some cases, when you restore a large amount of content to your DSpace, the internal database counts (called "sequences") may get out of sync with the Handles of the content you just restored. As a best practice, it is <b>highly recommended to always</b> re-run the "update-sequences.sql" script on your DSpace database after a larger scale restore. This database script can be run while the system is online (i.e. no need to stop Tomcat or PostgreSQL). The script can be found in the following locations for PostgreSQL and Oracle, respectively:<br/>
|
||||
<tt>[dspace]/etc/postgres/update-sequences.sql</tt><br/>
|
||||
<tt>[dspace]/etc/oracle/update-sequences.sql</tt></td></tr></table></div>
|
||||
|
||||
<h2><a name="AIPBackupandRestore-AdditionalPackagerOptions"></a>Additional Packager Options</h2>
|
||||
|
||||
<p>In additional to the various "modes" settings described under "<a href="#AIPBackupandRestore-RunningtheCode">Running the Code</a>" above, the AIP Packager supports the following packager options. These options allow you to better tweak how your AIPs are processed (especially during ingests/restores/replaces).</p>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<th class='confluenceTh'> Option </th>
|
||||
<th class='confluenceTh'> Ingest or Export </th>
|
||||
<th class='confluenceTh'> Default Value </th>
|
||||
<th class='confluenceTh'> Description </th>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>createMetadataFields</tt> </td>
|
||||
<td class='confluenceTd'> ingest-only </td>
|
||||
<td class='confluenceTd'> true </td>
|
||||
<td class='confluenceTd'> Tells the AIP ingester to automatically create any metadata fields which are found to be <b>missing</b> from the DSpace Metadata Registry. When 'true', this means as each AIP is ingested, new fields may be added to the DSpace Metadata Registry if they don't already exist. When 'false', an AIP ingest will fail if it encounters a metadata field that doesn't exist in the DSpace Metadata Registry. (NOTE: This will <b>not</b> create missing DSpace Metadata <em>Schemas</em>. If a schema is found to be missing, the ingest will always fail.) </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>ignoreHandle</tt> </td>
|
||||
<td class='confluenceTd'> ingest-only </td>
|
||||
<td class='confluenceTd'> Restore/Replace Mode defaults to 'false', <br class="atl-forced-newline" />
|
||||
Submit Mode defaults to 'true' </td>
|
||||
<td class='confluenceTd'> If 'true', the AIP ingester will ignore any Handle specified in the AIP itself, and instead create a new Handle during the ingest process (this is the default when running in Submit mode, using the <tt>-s</tt> flag). If 'false', the AIP ingester attempts to restore the Handles specified in the AIP (this is the default when running in Restore/replace mode, using the <tt>-r</tt> flag). </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>ignoreParent</tt> </td>
|
||||
<td class='confluenceTd'> ingest-only </td>
|
||||
<td class='confluenceTd'> Restore/Replace Mode defaults to 'false', <br class="atl-forced-newline" />
|
||||
Submit Mode defaults to 'true' </td>
|
||||
<td class='confluenceTd'> If 'true', the AIP ingester will ignore any Parent object specified in the AIP itself, and instead ingest under a new Parent object (this is the default when running in Submit mode, using the <tt>-s</tt> flag). The new Parent object must be specified via the <tt>-p</tt> flag (run <tt>dspace packager -h</tt> for more help). If 'false', the AIP ingester attempts to restore the object directly under its old Parent (this is the default when running in Restore/replace mode, using the <tt>-r</tt> flag). </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>includeBundles</tt> </td>
|
||||
<td class='confluenceTd'> export-only </td>
|
||||
<td class='confluenceTd'> defaults to "all" </td>
|
||||
<td class='confluenceTd'> This option can be used to limit the Bundles which are exported to AIPs for each DSpace Item. By default, all file Bundles will be exported into Item AIPs. You could use this option to limit the size of AIPs by only exporting certain Bundles. <em>WARNING: any bundles</em> <b><em>not</em></b> <em>included in AIPs will obviously be unable to be restored.</em> This option expects a comma separated list of bundle names (e.g. "ORIGINAL,LICENSE,CC_LICENSE,METADATA"), or "all" if all bundles should be included. <br class="atl-forced-newline" />
|
||||
(NOTE: If you choose to no longer export LICENSE or CC_LICENSE bundles, you will also need to disable the License Dissemination Crosswalks in the <tt>aip.disseminate.rightsMD</tt> configuration for the changes to take affect) </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>manifestOnly</tt> </td>
|
||||
<td class='confluenceTd'> both </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> If 'true', the AIP Disseminator will export an AIP which only consists of the METS Manifest file (i.e. result will be a single 'mets.xml' file). This METS Manifest contains URI references to all content files, but does <em>not</em> contain any content files. <b>This option is experimental, and should never be set to 'true' if you want to be able to restore content files.</b> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>passwords</tt> </td>
|
||||
<td class='confluenceTd'> export-only </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> If 'true' (and the 'DSPACE-ROLES' crosswalk is enabled, see <a href="#AIPBackupandRestore-AIPMetadataDisseminationConfigurations">AIP Metadata Dissemination Configurations</a>), then the AIP Disseminator will export user password hashes (i.e. encrypted passwords) into Site AIP's METS Manifest. This would allow you to restore user's passwords from Site AIP. If 'false', then user password hashes are not stored in Site AIP, and passwords cannot be restored at a later time. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>skipIfParentMissing</tt> </td>
|
||||
<td class='confluenceTd'> import-only </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> If 'true', ingestion will skip over any "Could not find a parent DSpaceObject" errors that are encountered during the ingestion process (Note: those errors will still be logged as "warning" messages in your DSpace log file). If you are performing a full site restore (or a restore of a larger Community/Collection hierarchy), you may encounter these errors if you have a larger number of Item mappings between Collections (i.e. Items which are mapped into several collections at once). When you are performing a recursive ingest, skipping these errors should not cause any problems. Once the missing parent object is ingested it will automatically restore the Item mapping that caused the error. For more information on this "Could not find a parent DSpaceObject" error see <a href="#AIPBackupandRestore-CommonIssuesorErrorMessages">Common Issues or Error Messages</a>. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>unauthorized</tt> </td>
|
||||
<td class='confluenceTd'> export-only </td>
|
||||
<td class='confluenceTd'> <em>unspecified</em> </td>
|
||||
<td class='confluenceTd'> If 'skip', the AIP Disseminator will skip over any unauthorized Bundle or Bitstream encountered (i.e. it will not be added to the AIP). If 'zero', the AIP Disseminator will add a Zero-length "placeholder" file to the AIP when it encounters an unauthorized Bitstream. If unspecified (the default value), the AIP Disseminator will throw an error if an unauthorized Bundle or Bitstream is encountered. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>updatedAfter</tt> </td>
|
||||
<td class='confluenceTd'> export-only </td>
|
||||
<td class='confluenceTd'> <em>unspecified</em> </td>
|
||||
<td class='confluenceTd'> This option works as a basic form of "incremental backup". This option requires that an <a href="http://en.wikipedia.org/wiki/ISO_8601">ISO-8601 date</a> is specified. When specified, the AIP Disseminator will only export Item AIPs which have a last-modified date <b>after</b> the specified ISO-8601 date. This option has no affect on the export of Site, Community or Collection AIPs as DSpace does not record a last-modified date for Sites, Communities or Collections. For example, when this option is specified during a full-site export, the AIP Disseminator will export the Site AIP, all Community AIPs, all Collection AIPs, and only Item AIPs modified after that date and time. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <tt>validate</tt> </td>
|
||||
<td class='confluenceTd'> both </td>
|
||||
<td class='confluenceTd'> Export defaults to 'true', <br class="atl-forced-newline" /> Ingest defaults to 'false' </td>
|
||||
<td class='confluenceTd'> If 'true', every METS file in AIP will be validated before ingesting or exporting. By default, DSpace will validate everything on export, but will skip validation during import. Validation on export will ensure that all exported AIPs properly conform to the METS profile (and will throw errors if any do not). Validation on import will ensure every METS file in every AIP is first validated before importing into DSpace (this will cause the ingestion processing to take longer, but tips on speeding it up can be found in the "<a href="#AIPBackupandRestore-AIPConfigurationsToImproveIngestionSpeedwhileValidating">AIP Configurations To Improve Ingestion Speed while Validating</a>" section below). <em>DSpace recommends minimally validating AIPs on export. Ideally, you should validate both on export and import, but import validation is disabled by default in order to increase the speed of AIP restores.</em> </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<h3><a name="AIPBackupandRestore-Howtousetheseoptions"></a>How to use these options</h3>
|
||||
|
||||
<p>These options can be passed in two main ways:</p>
|
||||
|
||||
<p><b>From the Command Line</b></p>
|
||||
|
||||
<p>From the command-line, you can add the option to your command by using the <tt>-o</tt> or <tt>--option</tt> parameter.</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -a -t AIP -o [option1-value] -o [option2-value] -e admin@myu.edu aip4567.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>For example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace packager -r -a -t AIP -o ignoreParent=<span class="code-keyword">false</span> -o createMetadataFields=<span class="code-keyword">false</span> -e admin@myu.edu aip4567.zip
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p><b>Via the Java API call</b></p>
|
||||
|
||||
<p>If you are programmatically calling the <tt>org.dspace.content.packager.DSpaceAIPIngester</tt> from your own custom script, you can specify these options via the <tt>org.dspace.content.packager.PackageParameters</tt> class.</p>
|
||||
|
||||
<p>As a basic example:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
PackageParameters params = <span class="code-keyword">new</span> PackageParameters;
|
||||
params.addProperty(<span class="code-quote">"createMetadataFields"</span>, <span class="code-quote">"<span class="code-keyword">false</span>"</span>);
|
||||
params.addProperty(<span class="code-quote">"ignoreParent"</span>, <span class="code-quote">"<span class="code-keyword">true</span>"</span>);
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<h2><a name="AIPBackupandRestore-Configurationin%27dspace.cfg%27"></a>Configuration in 'dspace.cfg'</h2>
|
||||
|
||||
<p>The following new configurations relate to AIPs:</p>
|
||||
|
||||
<h3><a name="AIPBackupandRestore-AIPMetadataDisseminationConfigurations"></a>AIP Metadata Dissemination Configurations</h3>
|
||||
|
||||
<p>The following configurations allow you to specify what metadata is stored within each METS-based AIP. In 'dspace.cfg', the general format for each of these settings is:</p>
|
||||
|
||||
<ul>
|
||||
<li><tt>aip.disseminate.<setting> = <mdType>:<DSpace-crosswalk-name> [, ...]</tt>
|
||||
<ul>
|
||||
<li><setting> is the setting name (see below for the full list of valid settings)</li>
|
||||
<li><mdType> is optional. It allows you to specify the value of the @MDTYPE or @OTHERMDTYPE attribute in the corresponding METS element.</li>
|
||||
<li><DSpace-crosswalk-name> is required. It specifies the name of the DSpace Crosswalk which should be used to generate this metadata.</li>
|
||||
<li>Zero or more <tt><label-for-METS>:<DSpace-crosswalk-name></tt> may be specified for each setting</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>AIP Metadata Recommendations</b><br />It is recommended to <b>minimally</b> use the default settings when generating AIPs. DSpace can only restore information that is included within an AIP. Therefore, if you choose to no longer include some information in an AIP, DSpace will no longer be able to restore that information from an AIP backup</td></tr></table></div>
|
||||
|
||||
<p>The default settings in 'dspace.cfg' are:</p>
|
||||
|
||||
<ul>
|
||||
<li><tt>aip.disseminate.techMD</tt> - Lists the DSpace Crosswalks (by name) which should be called to populate the <tt><techMD></tt> section of the METS file within the AIP (Default: <tt>PREMIS, DSPACE-ROLES</tt>)
|
||||
<ul>
|
||||
<li>The <tt>PREMIS</tt> crosswalk generates PREMIS metadata for the object specified by the AIP</li>
|
||||
<li>The <tt>DSPACE-ROLES</tt> crosswalk exports DSpace Group / EPerson information into AIPs in a DSpace-specific XML format. Using this crosswalk means that AIPs can be used to recreated Groups & People within the system. (NOTE: The <tt>DSPACE-ROLES</tt> crosswalk should be used alongside the <tt>METSRights</tt> crosswalk if you also wish to restore the <em>permissions</em> that Groups/People have within the System. See below for more info on the <tt>METSRights</tt> crosswalk.)</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><tt>aip.disseminate.sourceMD</tt> - Lists the DSpace Crosswalks (by name) which should be called to populate the <tt><sourceMD></tt> section of the METS file within the AIP (Default: <tt>AIP-TECHMD</tt>)
|
||||
<ul>
|
||||
<li>The AIP-TECHMD Crosswalk generates technical metadata (in DIM format) for the object specified by the AIP</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><tt>aip.disseminate.digiprovMD</tt> - Lists the DSpace Crosswalks (by name) which should be called to populate the <tt><digiprovMD></tt> section of the METS file within the AIP (Default: <em>None</em>)</li>
|
||||
<li><tt>aip.disseminate.rightsMD</tt> - Lists the DSpace Crosswalks (by name) which should be called to populate the <tt><rightsMD></tt> section of the METS file within the AIP (Default: <tt>DSpaceDepositLicense:DSPACE_DEPLICENSE, CreativeCommonsRDF:DSPACE_CCRDF, CreativeCommonsText:DSPACE_CCTEXT, METSRights</tt>)
|
||||
<ul>
|
||||
<li>The <tt>DSPACE_DEPLICENSE</tt> crosswalk ensures the DSpace Deposit License is referenced/stored in AIP</li>
|
||||
<li>The <tt>DSPACE_CCRDF</tt> crosswalk ensures any Creative Commons RDF Licenses are reference/stored in AIP</li>
|
||||
<li>The <tt>DSPACE_CCTEXT</tt> crosswalk ensures any Creative Commons Textual Licenses are referenced/stored in AIP</li>
|
||||
<li>The <tt>METSRights</tt> crosswalk ensures that Permissions/Rights on DSpace Objects (Communities, Collections, Items or Bitstreams) are referenced/stored in AIP. Using this crosswalk means that AIPs can be used to restore permissions that a particular Group or Person had on a DSpace Object. (NOTE: The <tt>METSRights</tt> crosswalk should always be used in conjunction with the <tt>DSPACE-ROLES</tt> crosswalk (see above) or a similar crosswalk. The <tt>METSRights</tt> crosswalk can only restore permissions, and cannot re-create Groups or EPeople in the system. The <tt>DSPACE-ROLES</tt> can actually re-create the Groups or EPeople as needed.)</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><tt>aip.disseminate.dmd</tt> - Lists the DSpace Crosswalks (by name) which should be called to populate the <tt><dmdSec></tt> section of the METS file within the AIP (Default: MODS, DIM)
|
||||
<ul>
|
||||
<li>The MODS crosswalk translates the DSpace descriptive metadata (for this object) into MODS. As MODS is a relatively "standard" metadata schema, it may be useful to include a copy of MODS metadata in your AIPs if you should ever want to import them into another (non-DSpace) system.</li>
|
||||
<li>The DIM crosswalk just translates the DSpace internal descriptive metadata into an XML format. This XML format is proprietary to DSpace, but stores the metadata in a format similar to Qualified Dublin Core.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="AIPBackupandRestore-AIPIngestionMetadataCrosswalkConfigurations"></a>AIP Ingestion Metadata Crosswalk Configurations</h3>
|
||||
|
||||
<p>The following configurations allow you to specify what DSpace Crosswalks are used during the ingestion/restoration of AIPs. These configurations also allow you to ignore areas of the METS file (in the AIP) if you do not want that area to be restored.</p>
|
||||
|
||||
<p>In <tt>dspace.cfg</tt>, the general format for each of these settings is:</p>
|
||||
|
||||
<ul>
|
||||
<li><tt>mets.dspaceAIP.ingest.crosswalk.<mdType> = <DSpace-crosswalk-name></tt>
|
||||
<ul>
|
||||
<li><mdType> is the type of metadata as specified in the METS file. This corresponds to the value of the @MDTYPE attribute (of that metadata section in the METS). When the @MDTYPE attribute is "OTHER", then the <mdType> corresponds to the @OTHERMDTYPE attribute value.</li>
|
||||
<li><DSpace-crosswalk-name> specifies the name of the DSpace Crosswalk which should be used to ingest this metadata into DSpace. You can specify the "NULLSTREAM" crosswalk if you specifically want this metadata to be ignored (and skipped over during ingestion).</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>By default, the settings in <tt>dspace.cfg</tt> are:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
mets.dspaceAIP.ingest.crosswalk.DSpaceDepositLicense = NULLSTREAM
|
||||
mets.dspaceAIP.ingest.crosswalk.CreativeCommonsRDF = NULLSTREAM
|
||||
mets.dspaceAIP.ingest.crosswalk.CreativeCommonsText = NULLSTREAM
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>The above settings tell the ingester to <b>ignore</b> any metadata sections which reference DSpace Deposit Licenses or Creative Commons Licenses. These metadata sections can be safely ignored as long as the "LICENSE" and "CC_LICENSE" bundles are included in AIPs (which is the default setting). As the Licenses are included in those Bundles, they will already be restored when restoring the bundle contents.</p>
|
||||
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>More Info on Default Crosswalks used</b><br />If unspecified in the above settings, the AIP ingester will automatically use the Crosswalk which is named the same as the @MDTYPE or @OTHERMDTYPE attribute for the metadata section. For example, a metadata section with an @MDTYPE="PREMIS" will be processed by the DSpace Crosswalk named "PREMIS".</td></tr></table></div>
|
||||
|
||||
<h3><a name="AIPBackupandRestore-AIPIngestionEPersonConfigurations"></a>AIP Ingestion EPerson Configurations</h3>
|
||||
|
||||
<p>The following setting determines whether the AIP Ingester should create an EPerson (if necessary) when attempting to restore or ingest an Item whose Submitter cannot be located in the system. By default it is set to "false", as for AIPs the creation of EPeople (and Groups) is generally handled by the <tt>DSPACE-ROLES</tt> crosswalk (see <a href="#AIPBackupandRestore-AIPMetadataDisseminationConfigurations">AIP Metadata Dissemination Configurations</a> for more info on <tt>DSPACE-ROLES</tt> crosswalk.)</p>
|
||||
|
||||
<ul>
|
||||
<li><tt>mets.dspaceAIP.ingest.createSubmitter = false</tt></li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="AIPBackupandRestore-AIPConfigurationsToImproveIngestionSpeedwhileValidating"></a>AIP Configurations To Improve Ingestion Speed while Validating</h3>
|
||||
|
||||
<p>It is recommended to validate all AIPs on ingestion (when possible). But validation can be extremely slow, as each validation request first must download all referenced Schema documents from various locations on the web (sometimes as many as 10 schemas may be necessary to download in order to validate a single METS file). To make matters worse, the same schema will be re-downloaded each time it is used (i.e. it is not cached locally). So, if you are validating just 20 METS files which each reference 10 schemas, that results in 200 download requests.</p>
|
||||
|
||||
<p>In order to perform validations in a speedy fashion, you can pull down a local copy of <b>all</b> schemas. Validation will then use this local cache, which can sometimes increase the speed up to 10 x.</p>
|
||||
|
||||
<p>To use a local cache of XML schemas when validating, use the following settings in 'dspace.cfg'. The general format is:</p>
|
||||
|
||||
<ul>
|
||||
<li><tt>mets.xsd.<abbreviation> = <namespace> <local-file-name></tt>
|
||||
<ul>
|
||||
<li><tt><abbreviation></tt> is a unique abbreviation (of your choice) for this schema</li>
|
||||
<li><tt><namespace></tt> is the Schema namespace</li>
|
||||
<li><tt><local-file-name></tt> the full name of the cached schema file (which should reside in your <tt>[dspace]/config/schemas/</tt> directory, by default this directory does not exist – you will need to create it)</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>The default settings are all commented out. But, they provide a full listing of all schemas currently used during validation of AIPs. In order to utilize them, uncomment the settings, download the appropriate schema file, and save it to your <tt>[dspace]/config/schemas/</tt> directory (by default this directory does not exist – you will need to create it) using the specified file name:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
#mets.xsd.mets = http:<span class="code-comment">//www.loc.gov/METS/ mets.xsd
|
||||
</span>#mets.xsd.xlink = http:<span class="code-comment">//www.w3.org/1999/xlink xlink.xsd
|
||||
</span>#mets.xsd.mods = http:<span class="code-comment">//www.loc.gov/mods/v3 mods.xsd
|
||||
</span>#mets.xsd.xml = http:<span class="code-comment">//www.w3.org/XML/1998/namespace xml.xsd
|
||||
</span>#mets.xsd.dc = http:<span class="code-comment">//purl.org/dc/elements/1.1/ dc.xsd
|
||||
</span>#mets.xsd.dcterms = http:<span class="code-comment">//purl.org/dc/terms/ dcterms.xsd
|
||||
</span>#mets.xsd.premis = http:<span class="code-comment">//www.loc.gov/standards/premis PREMIS.xsd
|
||||
</span>#mets.xsd.premisObject = http:<span class="code-comment">//www.loc.gov/standards/premis PREMIS-<span class="code-object">Object</span>.xsd
|
||||
</span>#mets.xsd.premisEvent = http:<span class="code-comment">//www.loc.gov/standards/premis PREMIS-Event.xsd
|
||||
</span>#mets.xsd.premisAgent = http:<span class="code-comment">//www.loc.gov/standards/premis PREMIS-Agent.xsd
|
||||
</span>#mets.xsd.premisRights = http:<span class="code-comment">//www.loc.gov/standards/premis PREMIS-Rights.xsd</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
|
||||
<h2><a name="AIPBackupandRestore-CommonIssuesorErrorMessages"></a>Common Issues or Error Messages</h2>
|
||||
|
||||
<p>The below table lists common fixes to issues you may encounter when backing up or restoring objects using AIP Backup and Restore.</p>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<th class='confluenceTh'> Issue / Error Message </th>
|
||||
<th class='confluenceTh'> How to Fix this Problem </th>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Ingest/Restore Error: "Group Administrator already exists" </td>
|
||||
<td class='confluenceTd'> If you receive this problem, you are likely attempting to <a href="#AIPBackupandRestore-RestoringEntireSite">Restore an Entire Site</a>, but are not running the command in Force Replace Mode (<tt>-r -f</tt>). Please see the section on <a href="#AIPBackupandRestore-RestoringEntireSite">Restoring an Entire Site</a> for more details on the flags you should be using. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Ingest/Restore Error: "Unknown Metadata Schema encountered (mycustomschema)" </td>
|
||||
<td class='confluenceTd'> If you receive this problem, one or more of your Items is using a custom metadata schema which DSpace is currently not aware of (in the example, the schema is named "mycustomschema"). Because DSpace AIPs do not contain enough details to recreate the missing Metadata Schema, you must create it manually via the DSpace Admin UI. <b>Please note that you only need to create the Schema. You do not need to manually create all the fields belonging to that schema, as DSpace will do that for you as it restores each AIP.</b> Once the schema is created in DSpace, re-run your restore command. DSpace will automatically re-create all fields belonging to that custom metadata schema as it restores each Item that uses that schema. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Ingest Error: "Could not find a parent DSpaceObject referenced as 'xxx/xxx'" </td>
|
||||
<td class='confluenceTd'> When you encounter this error message it means that an object could not be ingested/restored as it belongs to a <b>parent</b> object which doesn't currently exist in your DSpace instance. During a full restore process, this error can be skipped over and treated as a warning by specifying the 'skipIfParentMissing=true' option (see <a href="#AIPBackupandRestore-AdditionalPackagerOptions">Additional Packager Options</a>). If you have a larger number of Items which are mapped to multiple Collections, the AIP Ingester will sometimes attempt to restore an item mapping before the <b>Collection itself</b> has been restored (thus throwing this error). Luckily, this is not anything to be concerned about. As soon as the Collection is restored, the Item Mapping which caused the error will also be automatically restored. So, if you encounter this error during a full restore, it is safe to bypass this error message using the 'skipIfParentMissing=true' option. All your Item Mappings should still be restored correctly.</td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
37
dspace/docs/html/Appendices.html
Normal file
@@ -0,0 +1,37 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Appendices</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Appendices
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Dec 29, 2009 by <font color="#0050B2">mdiggory</font>.
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
699
dspace/docs/html/Appendix A.html
Normal file
@@ -0,0 +1,699 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Appendix A</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Appendix A
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Nov 17, 2010 by <font color="#0050B2">tdonohue</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="AppendixA-DSpaceSystemDocumentation%3AAppendixA"></a>DSpace System Documentation: Appendix A</h1>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1290017861052 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1290017861052 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1290017861052 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1290017861052'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#AppendixA-DefaultDublinCoreMetadataRegistry'>Default Dublin Core Metadata Registry</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#AppendixA-DefaultBitstreamFormatRegistry'>Default Bitstream Format Registry</a></li>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="AppendixA-DefaultDublinCoreMetadataRegistry"></a>Default Dublin Core Metadata Registry</h2>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> contributor </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> A person, organization, or service responsible for the content of the resource. Catch-all for unspecified contributors. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> contributor </td>
|
||||
<td class='confluenceTd'> advisor </td>
|
||||
<td class='confluenceTd'> Use primarily for thesis advisor. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> contributor¹ </td>
|
||||
<td class='confluenceTd'> author </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> contributor </td>
|
||||
<td class='confluenceTd'> editor </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> contributor </td>
|
||||
<td class='confluenceTd'> illustrator </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> contributor </td>
|
||||
<td class='confluenceTd'> other </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> coverage </td>
|
||||
<td class='confluenceTd'> spatial </td>
|
||||
<td class='confluenceTd'> Spatial characteristics of content. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> coverage </td>
|
||||
<td class='confluenceTd'> temporal </td>
|
||||
<td class='confluenceTd'> Temporal characteristics of content. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> creator </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Do not use; only for harvested metadata. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> date </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Use qualified form if possible. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> date¹ </td>
|
||||
<td class='confluenceTd'> accessioned </td>
|
||||
<td class='confluenceTd'> Date DSpace takes possession of item. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> date¹ </td>
|
||||
<td class='confluenceTd'> available </td>
|
||||
<td class='confluenceTd'> Date or date range item became available to the public. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> date </td>
|
||||
<td class='confluenceTd'> copyright </td>
|
||||
<td class='confluenceTd'> Date of copyright. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> date </td>
|
||||
<td class='confluenceTd'> created </td>
|
||||
<td class='confluenceTd'> Date of creation or manufacture of intellectual content if different from date.issued. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> date¹ </td>
|
||||
<td class='confluenceTd'> issued </td>
|
||||
<td class='confluenceTd'> Date of publication or distribution. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> date </td>
|
||||
<td class='confluenceTd'> submitted </td>
|
||||
<td class='confluenceTd'> Recommend for theses/dissertations. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> identifier </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Catch-all for unambiguous identifiers not defined by qualified form; use identifier.other for a known identifier common to a local collection instead of unqualified form. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> identifier¹ </td>
|
||||
<td class='confluenceTd'> citation </td>
|
||||
<td class='confluenceTd'> Human-readable, standard bibliographic citation of non-DSpace format of this item </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> identifier¹ </td>
|
||||
<td class='confluenceTd'> govdoc </td>
|
||||
<td class='confluenceTd'> A government document number </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> identifier¹ </td>
|
||||
<td class='confluenceTd'> isbn </td>
|
||||
<td class='confluenceTd'> International Standard Book Number </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> identifier¹ </td>
|
||||
<td class='confluenceTd'> issn </td>
|
||||
<td class='confluenceTd'> International Standard Serial Number </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> identifier </td>
|
||||
<td class='confluenceTd'> sici </td>
|
||||
<td class='confluenceTd'> Serial Item and Contribution Identifier </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> identifier¹ </td>
|
||||
<td class='confluenceTd'> ismn </td>
|
||||
<td class='confluenceTd'> International Standard Music Number </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> identifier¹ </td>
|
||||
<td class='confluenceTd'> other </td>
|
||||
<td class='confluenceTd'> A known identifier type common to a local collection. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> identifier¹ </td>
|
||||
<td class='confluenceTd'> uri </td>
|
||||
<td class='confluenceTd'> Uniform Resource Identifier </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> description¹ </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Catch-all for any description not defined by qualifiers. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> description¹ </td>
|
||||
<td class='confluenceTd'> abstract </td>
|
||||
<td class='confluenceTd'> Abstract or summary. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> description¹ </td>
|
||||
<td class='confluenceTd'> provenance </td>
|
||||
<td class='confluenceTd'> The history of custody of the item since its creation, including any changes successive custodians made to it. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> description¹ </td>
|
||||
<td class='confluenceTd'> sponsorship </td>
|
||||
<td class='confluenceTd'> Information about sponsoring agencies, individuals, or contractual arrangements for the item. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> description </td>
|
||||
<td class='confluenceTd'> statementofresponsibility </td>
|
||||
<td class='confluenceTd'> To preserve statement of responsibility from MARC records. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> description </td>
|
||||
<td class='confluenceTd'> tableofcontents </td>
|
||||
<td class='confluenceTd'> A table of contents for a given item. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> description </td>
|
||||
<td class='confluenceTd'> uri </td>
|
||||
<td class='confluenceTd'> Uniform Resource Identifier pointing to description of this item. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> format¹ </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Catch-all for any format information not defined by qualifiers. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> format¹ </td>
|
||||
<td class='confluenceTd'> extent </td>
|
||||
<td class='confluenceTd'> Size or duration. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> format </td>
|
||||
<td class='confluenceTd'> medium </td>
|
||||
<td class='confluenceTd'> Physical medium. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> format¹ </td>
|
||||
<td class='confluenceTd'> mimetype </td>
|
||||
<td class='confluenceTd'> Registered MIME type identifiers. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> language </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Catch-all for non-ISO forms of the language of the item, accommodating harvested values. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> language¹ </td>
|
||||
<td class='confluenceTd'> iso </td>
|
||||
<td class='confluenceTd'> Current ISO standard for language of intellectual content, including country codes (e.g. "en_US"). </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> publisher¹ </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Entity responsible for publication, distribution, or imprint. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Catch-all for references to other related items. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> isformatof </td>
|
||||
<td class='confluenceTd'> References additional physical form. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> ispartof </td>
|
||||
<td class='confluenceTd'> References physically or logically containing item. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation¹ </td>
|
||||
<td class='confluenceTd'> ispartofseries </td>
|
||||
<td class='confluenceTd'> Series name and number within that series, if available. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> haspart </td>
|
||||
<td class='confluenceTd'> References physically or logically contained item. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> isversionof </td>
|
||||
<td class='confluenceTd'> References earlier version. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> hasversion </td>
|
||||
<td class='confluenceTd'> References later version. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> isbasedon </td>
|
||||
<td class='confluenceTd'> References source. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> isreferencedby </td>
|
||||
<td class='confluenceTd'> Pointed to by referenced resource. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> requires </td>
|
||||
<td class='confluenceTd'> Referenced resource is required to support function, delivery, or coherence of item. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> replaces </td>
|
||||
<td class='confluenceTd'> References preceeding item. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> isreplacedby </td>
|
||||
<td class='confluenceTd'> References succeeding item. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> relation </td>
|
||||
<td class='confluenceTd'> uri </td>
|
||||
<td class='confluenceTd'> References Uniform Resource Identifier for related item </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> rights </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Terms governing use and reproduction. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> rights </td>
|
||||
<td class='confluenceTd'> uri </td>
|
||||
<td class='confluenceTd'> References terms governing use and reproduction. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> source </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Do not use; only for harvested metadata. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> source </td>
|
||||
<td class='confluenceTd'> uri </td>
|
||||
<td class='confluenceTd'> Do not use; only for harvested metadata. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> subject¹ </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Uncontrolled index term. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> subject </td>
|
||||
<td class='confluenceTd'> classification </td>
|
||||
<td class='confluenceTd'> Catch-all for value from local classification system. Global classification systems will receive specific qualifier </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> subject </td>
|
||||
<td class='confluenceTd'> ddc </td>
|
||||
<td class='confluenceTd'> Dewey Decimal Classification Number </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> subject </td>
|
||||
<td class='confluenceTd'> lcc </td>
|
||||
<td class='confluenceTd'> Library of Congress Classification Number </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> subject </td>
|
||||
<td class='confluenceTd'> lcsh </td>
|
||||
<td class='confluenceTd'> Library of Congress Subject Headings </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> subject </td>
|
||||
<td class='confluenceTd'> mesh </td>
|
||||
<td class='confluenceTd'> MEdical Subject Headings </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> subject </td>
|
||||
<td class='confluenceTd'> other </td>
|
||||
<td class='confluenceTd'> Local controlled vocabulary; global vocabularies will receive specific qualifier. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> title¹ </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Title statement/title proper. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> title¹ </td>
|
||||
<td class='confluenceTd'> alternative </td>
|
||||
<td class='confluenceTd'> Varying (or substitute) form of title proper appearing in item, e.g. abbreviation or translation </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> type¹ </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Nature or genre of content. </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
|
||||
<p>¹Used by system. <b>DO NOT REMOVE</b></p>
|
||||
|
||||
|
||||
<h2><a name="AppendixA-DefaultBitstreamFormatRegistry"></a>Default Bitstream Format Registry</h2>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Mimetype</b> </td>
|
||||
<td class='confluenceTd'> <b>Short Description</b> </td>
|
||||
<td class='confluenceTd'> <b>Description</b> </td>
|
||||
<td class='confluenceTd'> <b>Support Level</b> </td>
|
||||
<td class='confluenceTd'> <b>Internal</b> </td>
|
||||
<td class='confluenceTd'> <b>Extensions</b> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/octet-stream¹ </td>
|
||||
<td class='confluenceTd'> Unknown </td>
|
||||
<td class='confluenceTd'> Unknown data format </td>
|
||||
<td class='confluenceTd'> Unknown </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> text/plain¹ </td>
|
||||
<td class='confluenceTd'> License </td>
|
||||
<td class='confluenceTd'> Item-specific license agreed upon to submission </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> true </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/marc </td>
|
||||
<td class='confluenceTd'> MARC </td>
|
||||
<td class='confluenceTd'> Machine-Readable Cataloging records </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/mathematica </td>
|
||||
<td class='confluenceTd'> Mathematica </td>
|
||||
<td class='confluenceTd'> Mathematica Notebook </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> ma </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/msword </td>
|
||||
<td class='confluenceTd'> Microsoft Word </td>
|
||||
<td class='confluenceTd'> Microsoft Word </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> doc </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/pdf </td>
|
||||
<td class='confluenceTd'> Adobe PDF </td>
|
||||
<td class='confluenceTd'> Adobe Portable Document Format </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> pdf </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/postscript </td>
|
||||
<td class='confluenceTd'> Postscript </td>
|
||||
<td class='confluenceTd'> Postscript Files </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> ai, eps, ps </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/sgml </td>
|
||||
<td class='confluenceTd'> SGML </td>
|
||||
<td class='confluenceTd'> SGML application (RFC 1874) </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> sgm, sgml </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/vnd.ms-excel </td>
|
||||
<td class='confluenceTd'> Microsoft Excel </td>
|
||||
<td class='confluenceTd'> Microsoft Excel </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> xls </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/vnd.ms-powerpoint </td>
|
||||
<td class='confluenceTd'> Microsoft Powerpoint </td>
|
||||
<td class='confluenceTd'> Microsoft Powerpoint </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> ppt </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/vnd.ms-project </td>
|
||||
<td class='confluenceTd'> Microsoft Project </td>
|
||||
<td class='confluenceTd'> Microsoft Project </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> mpd, mpp, mpx </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/vnd.visio </td>
|
||||
<td class='confluenceTd'> Microsoft Visio </td>
|
||||
<td class='confluenceTd'> Microsoft Visio </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> vsd </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/wordperfect5.1 </td>
|
||||
<td class='confluenceTd'> WordPerfect </td>
|
||||
<td class='confluenceTd'> WordPerfect 5.1 document </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> wpd </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/x-dvi </td>
|
||||
<td class='confluenceTd'> TeX dvi </td>
|
||||
<td class='confluenceTd'> TeX dvi format </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> dvi </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/x-filemaker </td>
|
||||
<td class='confluenceTd'> FMP3 </td>
|
||||
<td class='confluenceTd'> Filemaker Pro </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> fm </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/x-latex </td>
|
||||
<td class='confluenceTd'> LateX </td>
|
||||
<td class='confluenceTd'> LaTeX document </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> latex </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/x-photoshop </td>
|
||||
<td class='confluenceTd'> Photoshop </td>
|
||||
<td class='confluenceTd'> Photoshop </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> pdd, psd </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> application/x-tex </td>
|
||||
<td class='confluenceTd'> TeX </td>
|
||||
<td class='confluenceTd'> Tex/LateX document </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> tex </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> audio/basic </td>
|
||||
<td class='confluenceTd'> audio/basic </td>
|
||||
<td class='confluenceTd'> Basic Audio </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> au, snd </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> audio/x-aiff </td>
|
||||
<td class='confluenceTd'> AIFF </td>
|
||||
<td class='confluenceTd'> Audio Interchange File Format </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> aif, aifc, aiff </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> audio/x-mpeg </td>
|
||||
<td class='confluenceTd'> MPEG Audio </td>
|
||||
<td class='confluenceTd'> MPEG Audio </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> abs, mpa, mpega </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> audio/x-pn-realaudio </td>
|
||||
<td class='confluenceTd'> RealAudio </td>
|
||||
<td class='confluenceTd'> RealAudio file </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> ra, ram </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> audio/x-wav </td>
|
||||
<td class='confluenceTd'> WAV </td>
|
||||
<td class='confluenceTd'> Broadcase Wave Format </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> wav </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> image/gif </td>
|
||||
<td class='confluenceTd'> GIF </td>
|
||||
<td class='confluenceTd'> Graphics Interchange Format </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> gif </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> image/jpeg </td>
|
||||
<td class='confluenceTd'> JPEG </td>
|
||||
<td class='confluenceTd'> Joint Photographic Experts Group/JPEG File Interchange Format (JFIF) </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> jpeg, jpg </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> image/png </td>
|
||||
<td class='confluenceTd'> image/png </td>
|
||||
<td class='confluenceTd'> Portable Network Graphics </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> png </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> image/tiff </td>
|
||||
<td class='confluenceTd'> TIFF </td>
|
||||
<td class='confluenceTd'> Tag Image File Format </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> tif, tiff </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> image/x-ms-bmp </td>
|
||||
<td class='confluenceTd'> BMP </td>
|
||||
<td class='confluenceTd'> Microsoft Windows bitmap </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> bmp </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> image/x-photo-cd </td>
|
||||
<td class='confluenceTd'> Photo CD </td>
|
||||
<td class='confluenceTd'> Kodak Photo CD image </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> pcd </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> text/css </td>
|
||||
<td class='confluenceTd'> CSS </td>
|
||||
<td class='confluenceTd'> Cascading Style Sheets </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> css </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> text/html </td>
|
||||
<td class='confluenceTd'> HTML </td>
|
||||
<td class='confluenceTd'> Hypertext Markup Language </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> htm, html </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> text/plain </td>
|
||||
<td class='confluenceTd'> Text </td>
|
||||
<td class='confluenceTd'> Plain Text </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> asc, txt </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> text/richtext </td>
|
||||
<td class='confluenceTd'> RTF </td>
|
||||
<td class='confluenceTd'> Rich Text Format </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> rtf </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> text/xml </td>
|
||||
<td class='confluenceTd'> XML </td>
|
||||
<td class='confluenceTd'> Extensible Markup Language </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> xml </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> video/mpeg </td>
|
||||
<td class='confluenceTd'> MPEG </td>
|
||||
<td class='confluenceTd'> Moving Picture Experts Group </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> mpe, mpeg, mpg </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> video/quicktime </td>
|
||||
<td class='confluenceTd'> Video Quicktime </td>
|
||||
<td class='confluenceTd'> Video Quicktime </td>
|
||||
<td class='confluenceTd'> Known </td>
|
||||
<td class='confluenceTd'> false </td>
|
||||
<td class='confluenceTd'> mov, qt </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
|
||||
<p>¹ Used by system: do not remove</p>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
578
dspace/docs/html/Application Layer.html
Normal file
@@ -0,0 +1,578 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Application Layer</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Application Layer
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Feb 17, 2011 by <font color="#0050B2">helix84</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="ApplicationLayer-SystemArchitecture%3AApplicationLayer"></a>System Architecture: Application Layer</h1>
|
||||
|
||||
<p>The following explains how the application layer is built and used.</p>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1297951722587 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1297951722587 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1297951722587 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1297951722587'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#ApplicationLayer-WebUserInterface'>Web User Interface</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1</span> <a href='#ApplicationLayer-WebUIFiles'>Web UI Files</a></li>
|
||||
<li><span class='TOCOutline'>1.2</span> <a href='#ApplicationLayer-TheBuildProcess'>The Build Process</a></li>
|
||||
<li><span class='TOCOutline'>1.3</span> <a href='#ApplicationLayer-ServletsandJSPs%28JSPUIOnly%29'>Servlets and JSPs (JSPUI Only)</a></li>
|
||||
<li><span class='TOCOutline'>1.4</span> <a href='#ApplicationLayer-CustomJSPTags%28JSPUIOnly%29'>Custom JSP Tags (JSPUI Only)</a></li>
|
||||
<li><span class='TOCOutline'>1.5</span> <a href='#ApplicationLayer-Internationalization%28JSPUIOnly%29'>Internationalization (JSPUI Only)</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.5.1</span> <a href='#ApplicationLayer-MessageKeyConvention'>Message Key Convention</a></li>
|
||||
<li><span class='TOCOutline'>1.5.2</span> <a href='#ApplicationLayer-WhichLanguagesarecurrentlysupported%3F'>Which Languages are currently supported?</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>1.6</span> <a href='#ApplicationLayer-HTMLContentinItems'>HTML Content in Items</a></li>
|
||||
<li><span class='TOCOutline'>1.7</span> <a href='#ApplicationLayer-ThesisBlocking'>Thesis Blocking</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#ApplicationLayer-OAIPMHDataProvider'>OAI-PMH Data Provider</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.1</span> <a href='#ApplicationLayer-Sets'>Sets</a></li>
|
||||
<li><span class='TOCOutline'>2.2</span> <a href='#ApplicationLayer-UniqueIdentifier'>Unique Identifier</a></li>
|
||||
<li><span class='TOCOutline'>2.3</span> <a href='#ApplicationLayer-Accesscontrol'>Access control</a></li>
|
||||
<li><span class='TOCOutline'>2.4</span> <a href='#ApplicationLayer-ModificationDate%28OAIDateStamp%29'>Modification Date (OAI Date Stamp)</a></li>
|
||||
<li><span class='TOCOutline'>2.5</span> <a href='#ApplicationLayer-%27About%27Information'>'About' Information</a></li>
|
||||
<li><span class='TOCOutline'>2.6</span> <a href='#ApplicationLayer-Deletions'>Deletions</a></li>
|
||||
<li><span class='TOCOutline'>2.7</span> <a href='#ApplicationLayer-FlowControl%28ResumptionTokens%29'>Flow Control (Resumption Tokens)</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#ApplicationLayer-DSpaceCommandLauncher'>DSpace Command Launcher</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>3.1</span> <a href='#ApplicationLayer-OlderVersions'>Older Versions</a></li>
|
||||
<li><span class='TOCOutline'>3.2</span> <a href='#ApplicationLayer-CommandLauncherStructure'>Command Launcher Structure</a></li>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="ApplicationLayer-WebUserInterface"></a>Web User Interface</h2>
|
||||
|
||||
<p>The DSpace Web UI is the largest and most-used component in the application layer. Built on Java Servlet and JavaServer Page technology, it allows end-users to access DSpace over the Web via their Web browsers. As of Dspace 1.3.2 the UI meets both XHTML 1.0 standards and Web Accessibility Initiative (WAI) level-2 standard.</p>
|
||||
|
||||
<p>It also features an administration section, consisting of pages intended for use by central administrators. Presently, this part of the Web UI is not particularly sophisticated; users of the administration section need to know what they are doing! Selected parts of this may also be used by collection administrators.</p>
|
||||
|
||||
<h3><a name="ApplicationLayer-WebUIFiles"></a>Web UI Files</h3>
|
||||
|
||||
<p>The Web UI-related files are located in a variety of directories in the DSpace source tree. Note that as of DSpace version 1.5, the deployment has changed. The build systems has moved to a maven-based system enabling the various projects (JSPUI, XMLUI, etc.) into separate projects. The system still uses the familar 'Ant' to deploy the webapps in later stages.</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Location</b> </td>
|
||||
<td class='confluenceTd'> <b>Description</b> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace-jspui/dspace-jspui-api/src/main/java/org/dspace/app/webui</em> </td>
|
||||
<td class='confluenceTd'> Web UI source files </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace-jspui/dspace-jspui-api/src/main/java/org/dspace/app/filters</em> </td>
|
||||
<td class='confluenceTd'> Servlet Filters (Servlet 2.3 spec) </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace-jspui/dspace-jspui-api/src/main/java/org/dspace/app/jsptag</em> </td>
|
||||
<td class='confluenceTd'> Custom JSP tag class files </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace-jspui/dspace-jspui-api/src/main/java/org/dspace/app/servlet</em> </td>
|
||||
<td class='confluenceTd'> Servlets for main Web UI (controllers) </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace-jspui/dspace-jspui-api/src/main/java/org/dspace/app/servlet/admin</em> </td>
|
||||
<td class='confluenceTd'> Servlets that comprise the administration part of the Web UI </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace-jspui/dspace-jspui-api/src/main/java/org/dspace/app/webui/util/</em> </td>
|
||||
<td class='confluenceTd'> Miscellaneous classes used by the servlets and filters </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace-jspui</em> </td>
|
||||
<td class='confluenceTd'> The JSP files </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace/modules/jspui/src/main/webapp</em> </td>
|
||||
<td class='confluenceTd'> This is where you place customized versions of JSPs—see 6. JSPUI Configuration and Customization </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace/modules/xmlui/src/main/webapp</em> </td>
|
||||
<td class='confluenceTd'> This is where you place customizations for the Manakin interface—see 7. Manakin [XMLUI] Configuration and Customization </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source/dspace/modules/jspui/src/main/resources</em> </td>
|
||||
<td class='confluenceTd'> This is where you can place you customize version of the <em>Messages.properties</em> file. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace-source]/dspace-jspui/dspace-jspui-webapp/src/main/webapp/WEB-INF/dspace-tags.tld</em> </td>
|
||||
<td class='confluenceTd'> Custom DSpace JSP tag descriptor </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-TheBuildProcess"></a>The Build Process</h3>
|
||||
|
||||
<p>The DSpace Maven build process constructs a full DSpace installation template directory structure containing a series of web applications. The results are placed in <em>[dspace-source]/dspace/target/dspace-[version]-build.dir/</em>. The process works as follows:</p>
|
||||
|
||||
<ul>
|
||||
<li>All the DSpace source code is compiled, and/or automatically downloaded from the Maven Central code/libraries repository.</li>
|
||||
<li>A full DSpace "installation template" folder is built in <tt>[dspace-source]/dspace/target/dspace-[version]-build.dir/</tt>
|
||||
<ul>
|
||||
<li>This DSpace "installation template" folder has a structure identical to the <a href="Directories.html#Directories-InstalledDirectoryLayout">Installed Directory Layout</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>In order to then install & deploy DSpace from this "installation template" folder, you must run the following from <tt>[dspace-source]/dspace/target/dspace-[version]-build.dir/</tt> :</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">ant -D [dspace]/config/dspace.cfg update</pre>
|
||||
</div></div>
|
||||
|
||||
<p>Please see the <a href="Installation.html" title="Installation">Installation</a> instructions for more details about the Installation process.</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-ServletsandJSPs%28JSPUIOnly%29"></a>Servlets and JSPs (JSPUI Only)</h3>
|
||||
|
||||
<p>The JSPUI Web UI is loosely based around the MVC (model, view, controller) model. The content management API corresponds to the model, the Java Servlets are the controllers, and the JSPs are the views. Interactions take the following basic form:</p>
|
||||
|
||||
<ol>
|
||||
<li>An HTTP request is received from a browser</li>
|
||||
<li>The appropriate servlet is invoked, and processes the request by invoking the DSpace business logic layer public API</li>
|
||||
<li>Depending on the outcome of the processing, the servlet invokes the appropriate JSP</li>
|
||||
<li>The JSP is processed and sent to the browser<br/>
|
||||
The reasons for this approach are:</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<ul>
|
||||
<li>All of the processing is done before the JSP is invoked, so any error or problem that occurs does not occur halfway through HTML rendering</li>
|
||||
<li>The JSPs contain as little code as possible, so they can be customized without having to delve into Java code too much<br/>
|
||||
The <em>org.dspace.app.webui.servlet.LoadDSpaceConfig</em> servlet is always loaded first. This is a very simple servlet that checks the <em>dspace-config</em> context parameter from the DSpace deployment descriptor, and uses it to locate <em>dspace.cfg</em>. It also loads up the Log4j configuration. It's important that this servlet is loaded first, since if another servlet is loaded up, it will cause the system to try and load DSpace and Log4j configurations, neither of which would be found.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>All DSpace servlets are subclasses of the <em>DSpaceServlet</em> class. The <em>DSpaceServlet</em> class handles some basic operations such as creating a DSpace <em>Context</em> object (opening a database connection etc.), authentication and error handling. Instead of overriding the <em>doGet</em> and <em>doPost</em> methods as one normally would for a servlet, DSpace servlets implement <em>doDSGet</em> or <em>doDSPost</em> which have an extra context parameter, and allow the servlet to throw various exceptions that can be handled in a standard way.</p>
|
||||
|
||||
<p>The DSpace servlet processes the contents of the HTTP request. This might involve retrieving the results of a search with a query term, accessing the current user's eperson record, or updating a submission in progress. According to the results of this processing, the servlet must decide which JSP should be displayed. The servlet then fills out the appropriate attributes in the <em>HttpRequest</em> object that represents the HTTP request being processed. This is done by invoking the <em>setAttribute</em> method of the <em>javax.servlet.http.HttpServletRequest</em> object that is passed into the servlet from Tomcat. The servlet then forwards control of the request to the appropriate JSP using the <em>JSPManager.showJSP</em> method.</p>
|
||||
|
||||
<p>The <em>JSPManager.showJSP</em> method uses the standard Java servlet forwarding mechanism is then used to forward the HTTP request to the JSP. The JSP is processed by Tomcat and the results sent back to the user's browser.</p>
|
||||
|
||||
<p>There is an exception to this servlet/JSP style: <em>index.jsp</em>, the 'home page', receives the HTTP request directly from Tomcat without a servlet being invoked first. This is because in the servlet 2.3 specification, there is no way to map a servlet to handle only requests made to '<em>/</em>'; such a mapping results in every request being directed to that servlet. By default, Tomcat forwards requests to '<em>/</em>' to <em>index.jsp</em>. To try and make things as clean as possible, <em>index.jsp</em> contains some simple code that would normally go in a servlet, and then forwards to <em>home.jsp</em> using the <em>JSPManager.showJSP</em> method. This means localized versions of the 'home page' can be created by placing a customized <em>home.jsp</em> in <em>[dspace-source]/jsp/local</em>, in the same manner as other JSPs.</p>
|
||||
|
||||
<p><em>[dspace-source]/jsp/dspace-admin/index.jsp</em>, the administration UI index page, is invoked directly by Tomcat and not through a servlet for similar reasons.</p>
|
||||
|
||||
<p>At the top of each JSP file, right after the license and copyright header, is documented the appropriate attributes that a servlet must fill out prior to forwarding to that JSP. No validation is performed; if the servlet does not fill out the necessary attributes, it is likely that an internal server error will occur.</p>
|
||||
|
||||
<p>Many JSPs containing forms will include hidden parameters that tell the servlets which form has been filled out. The submission UI servlet (<em>SubmissionController</em> is a prime example of a servlet that deals with the input from many different JSPs. The <em>step</em> and <em>page</em> hidden parameters (written out by the <em>SubmissionController.getSubmissionParameters()</em> method) are used to inform the servlet which page of which step has just been filled out (i.e. which page of the submission the user has just completed).</p>
|
||||
|
||||
<p>Below is a detailed, scary diagram depicting the flow of control during the whole process of processing and responding to an HTTP request. More information about the authentication mechanism is mostly described in the configuration section.</p>
|
||||
|
||||
<p><span class="image-wrap" style=""><img src="attachments/22022819/21954860.gif" style="border: 0px solid black"/></span></p>
|
||||
|
||||
<p>Flow of Control During HTTP Request Processing</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-CustomJSPTags%28JSPUIOnly%29"></a>Custom JSP Tags (JSPUI Only)</h3>
|
||||
|
||||
<p>The DSpace JSPs all use some custom tags defined in <em>/dspace/jsp/WEB-INF/dspace-tags.tld</em>, and the corresponding Java classes reside in <em>org.dspace.app.webui.jsptag</em>. The tags are listed below. The <em>dspace-tags.tld</em> file contains detailed comments about how to use the tags, so that information is not repeated here.</p>
|
||||
|
||||
<ul>
|
||||
<li><b><em>layout</em></b>: Just about every JSP uses this tag. It produces the standard HTML header and <em><BODY>_tag. Thus the content of each JSP is nested inside a _<dspace:layout></em> tag. The (XML-style)attributes of this tag are slightly complicated--see <em>dspace-tags.tld</em>. The JSPs in the source code bundle also provide plenty of examples.</li>
|
||||
<li><b><em>sidebar</em></b>: Can only be used inside a <em>layout</em> tag, and can only be used once per JSP. The content between the start and end <em>sidebar</em> tags is rendered in a column on the right-hand side of the HTML page. The contents can contain further JSP tags and Java 'scriptlets'.</li>
|
||||
<li><b><em>date</em></b>: Displays the date represented by an <em>org.dspace.content.DCDate</em> object. Just the one representation of date is rendered currently, but this could use the user's browser preferences to display a localized date in the future.</li>
|
||||
<li><b><em>include</em></b>: Obsolete, simple tag, similar to <em>jsp:include</em>. In versions prior to DSpace 1.2, this tag would use the locally modified version of a JSP if one was installed in jsp/local. As of 1.2, the build process now performs this function, however this tag is left in for backwards compatibility.</li>
|
||||
<li><b><em>item</em></b>: Displays an item record, including Dublin Core metadata and links to the bitstreams within it. Note that the displaying of the bitstream links is simplistic, and does not take into account any of the bundling structure. This is because DSpace does not have a fully-fledged dissemination architectural piece yet. Displaying an item record is done by a tag rather than a JSP for two reasons: Firstly, it happens in several places (when verifying an item record during submission or workflow review, as well as during standard item accesses), and secondly, displaying the item turns out to be mostly code-work rather than HTML anyway. Of course, the disadvantage of doing it this way is that it is slightly harder to customize exactly what is displayed from an item record; it is necessary to edit the tag code (<em>org.dspace.app.webui.jsptag.ItemTag</em>). Hopefully a better solution can be found in the future.</li>
|
||||
<li><b><em>itemlist</em></b><b>,</b> <b><em>collectionlist</em></b><b>,</b> <b><em>communitylist</em></b>: These tags display ordered sequences of items, collections and communities, showing minimal information but including a link to the page containing full details. These need to be used in HTML tables.</li>
|
||||
<li><b><em>popup</em></b>: This tag is used to render a link to a pop-up page (typically a help page.) If Javascript is available, the link will either open or pop to the front any existing DSpace pop-up window. If Javascript is not available, a standard HTML link is displayed that renders the link destination in a window named '<em>dspace.popup</em>'. In graphical browsers, this usually opens a new window or re-uses an existing window of that name, but if a window is re-used it is not 'raised' which might confuse the user. In text browsers, following this link will simply replace the current page with the destination of the link. This obviously means that Javascript offers the best functionality, but other browsers are still supported.</li>
|
||||
<li><b><em>selecteperson</em></b>: A tag which produces a widget analogous to HTML <em><SELECT></em>, that allows a user to select one or multiple e-people from a pop-up list.</li>
|
||||
<li><b><em>sfxlink</em></b>: Using an item's Dublin Core metadata DSpace can display an SFX link, if an SFX server is available. This tag does so for a particular item if the <em>sfx.server.url</em> property is defined in <em>dspace.cfg</em>.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-Internationalization%28JSPUIOnly%29"></a>Internationalization (JSPUI Only)</h3>
|
||||
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>XMLUI Internationalization</b><br />For information about XMLUI Internationalization please see: <a href="XMLUI Configuration and Customization.html#XMLUIConfigurationandCustomization-MultilingualSupport">XMLUI Multilingual Support</a>.</td></tr></table></div>
|
||||
|
||||
<p>The <a href="http://jakarta.apache.org/taglibs/doc/standard-1.0-doc/intro.html" title="Java Standard Tag Library v1.0">Java Standard Tag Library v1.0</a> is used to specify messages in the JSPs like this:</p>
|
||||
|
||||
<p>OLD:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><H1>Search Results</H1></pre>
|
||||
</div></div>
|
||||
<p>NEW:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><H1><fmt:message key=<span class="code-quote">"jsp.search.results.title"</span>/></H1></pre>
|
||||
</div></div>
|
||||
<p>This message can now be changed using the <em>config/language-packs/Messages.properties</em> file. (This must be done at build-time: <em>Messages.properties</em> is placed in the <em>dspace.war</em> Web application file.)</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">jsp.search.results.title = Search Results</pre>
|
||||
</div></div>
|
||||
<p>Phrases may have parameters to be passed in, to make the job of translating easier, reduce the number of 'keys' and to allow translators to make the translated text flow more appropriately for the target language.</p>
|
||||
|
||||
<p>OLD:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><P>Results <%= r.getFirst() %> to <%= r.getLast() %> of <%=r.getTotal() %></P></pre>
|
||||
</div></div>
|
||||
<p>NEW:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><fmt:message key=<span class="code-quote">"jsp.search.results.text"</span>>
|
||||
<fmt:param><%= r.getFirst() %></fmt:param>
|
||||
<fmt:param><%= r.getLast() %></fmt:param>
|
||||
<fmt:param><%= r.getTotal() %></fmt:param>
|
||||
</fmt:message></pre>
|
||||
</div></div>
|
||||
<p>(Note: JSTL 1.0 does not seem to allow JSP <%= %> expressions to be passed in as values of attribute in <fmt:param value=""/>)</p>
|
||||
|
||||
<p>The above would appear in the <em>Messages_xx.properties</em> file as:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">jsp.search.results.text = Results {0}-{1} of {2} </pre>
|
||||
</div></div>
|
||||
<p>Introducing number parameters that should be formatted according to the locale used makes no difference in the message key compared to string parameters:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">jsp.submit.show-uploaded-file.size-in-bytes = {0} bytes</pre>
|
||||
</div></div>
|
||||
<p>In the JSP using this key can be used in the way belov:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><fmt:message key=<span class="code-quote">"jsp.submit.show-uploaded-file.size-in-bytes"</span>>
|
||||
<fmt:param><fmt:formatNumber><%= bitstream.getSize()%></fmt:formatNumber></fmt:param>
|
||||
</fmt:message>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>(Note: JSTL offers a way to include numbers in the message keys as <em>jsp.foo.key = {0,number} bytes</em>. Setting the parameter as <em><fmt:param value="${variable}" /></em> workes when <em>variable</em> is a single variable name and doesn't work when trying to use a method's return value instead: <em>bitstream.getSize()</em>. Passing the number as string (or using the <%= %> expression) also does not work.)</p>
|
||||
|
||||
<p>Multiple <em>Messages.properties</em> can be created for different languages. See <a href="http://java.sun.com/j2se/1.4.2/docs/api/java/util/ResourceBundle.html#getBundle(java.lang.String,%20java.util.Locale,%20java.lang.ClassLoader)" title="ResourceBundle.getBundle">ResourceBundle.getBundle</a>. e.g. you can add German and Canadian French translations:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">Messages_de.properties
|
||||
Messages_fr_CA.properties</pre>
|
||||
</div></div>
|
||||
<p>The end user's browser settings determine which language is used. The English language file <em>Messages.properties</em> (or the default server locale) will be used as a default if there's no language bundle for the end user's preferred language. (Note that the English file is not called <em>Messages_en.properties</em> – this is so it is always available as a default, regardless of server configuration.)</p>
|
||||
|
||||
<p>The <em>dspace:layout</em> tag has been updated to allow dictionary keys to be passed in for the titles. It now has two new parameters: <em>titlekey</em> and <em>parenttitlekey</em>. So where before you'd do:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><dspace:layout title=<span class="code-quote">"Here"</span>
|
||||
parentlink=<span class="code-quote">"/mydspace"</span>
|
||||
parenttitle=<span class="code-quote">"My DSpace"</span>>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>You now do:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><dspace:layout titlekey=<span class="code-quote">"jsp.page.title"</span>
|
||||
parentlink=<span class="code-quote">"/mydspace"</span>
|
||||
parenttitlekey=<span class="code-quote">"jsp.mydspace"</span>>
|
||||
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>And so the layout tag itself gets the relevant stuff out of the dictionary. <em>title</em> and <em>parenttitle</em> still work as before for backwards compatibility, and the odd spot where that's preferable.</p>
|
||||
|
||||
<h4><a name="ApplicationLayer-MessageKeyConvention"></a>Message Key Convention</h4>
|
||||
|
||||
<p>When translating further pages, please follow the convention for naming message keys to avoid clashes.</p>
|
||||
|
||||
<p><b>For text in JSPs</b> use the complete path + filename of the JSP, then a one-word name for the message. e.g. for the title of <em>jsp/mydspace/main.jsp</em> use:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">jsp.mydspace.main.title</pre>
|
||||
</div></div>
|
||||
<p>Some common words (e.g. "Help") can be brought out into keys starting <em>jsp.</em> for ease of translation, e.g.:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">jsp.admin = Administer</pre>
|
||||
</div></div>
|
||||
<p>Other common words/phrases are brought out into 'general' parameters if they relate to a set (directory) of JSPs, e.g.</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">jsp.tools.general.delete = Delete</pre>
|
||||
</div></div>
|
||||
<p>Phrases that relate <b>strongly</b> to a topic (eg. MyDSpace) but used in many JSPs outside the particular directory are more convenient to be cross-referenced. For example one could use the key below in <em>jsp/submit/saved.jsp</em> to provide a link back to the user's <em>MyDSpace</em>:</p>
|
||||
|
||||
<p><em>(Cross-referencing of keys</em> <b><em>in general</em></b> <em>is not a good idea as it may make maintenance more difficult. But in some cases it has more advantages as the meaning is obvious.)</em></p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">jsp.mydspace.general.<span class="code-keyword">goto</span>-mydspace = Go to My DSpace</pre>
|
||||
</div></div>
|
||||
<p><b>For text in servlet code</b>, in custom JSP tags or wherever applicable use the fully qualified classname + a one-word name for the message. e.g.</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">org.dspace.app.webui.jsptag.ItemListTag.title = Title</pre>
|
||||
</div></div>
|
||||
|
||||
<h4><a name="ApplicationLayer-WhichLanguagesarecurrentlysupported%3F"></a>Which Languages are currently supported?</h4>
|
||||
|
||||
<p>To view translations currently being developed, please refer to the <a href="http://wiki.dspace.org/I18nSupport" title="i18n page">i18n page</a> of the DSpace Wiki.</p>
|
||||
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-HTMLContentinItems"></a>HTML Content in Items</h3>
|
||||
|
||||
<p>For the most part, the DSpace item display just gives a link that allows an end-user to download a bitstream. However, if a bundle has a primary bitstream whose format is of MIME type <em>text/html</em>, instead a link to the HTML servlet is given.</p>
|
||||
|
||||
<p>So if we had an HTML document like this:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">contents.html
|
||||
chapter1.html
|
||||
chapter2.html
|
||||
chapter3.html
|
||||
figure1.gif
|
||||
figure2.jpg
|
||||
figure3.gif
|
||||
figure4.jpg
|
||||
figure5.gif
|
||||
figure6.gif</pre>
|
||||
</div></div>
|
||||
<p>The Bundle's primary bitstream field would point to the contents.html Bitstream, which we know is HTML (check the format MIME type) and so we know which to serve up first.</p>
|
||||
|
||||
<p>The HTML servlet employs a trick to serve up HTML documents without actually modifying the HTML or other files themselves. Say someone is looking at <em>contents.html</em> from the above example, the URL in their browser will look like this:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">https:<span class="code-comment">//dspace.mit.edu/html/1721.1/12345/contents.html</span></pre>
|
||||
</div></div>
|
||||
<p>If there's an image called <em>figure1.gif</em> in that HTML page, the browser will do HTTP GET on this URL:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">https:<span class="code-comment">//dspace.mit.edu/html/1721.1/12345/figure1.gif</span></pre>
|
||||
</div></div>
|
||||
<p>The HTML document servlet can work out which item the user is looking at, and then which Bitstream in it is called <em>figure1.gif</em>, and serve up that bitstream. Similar for following links to other HTML pages. Of course all the links and image references have to be relative and not absolute.</p>
|
||||
|
||||
<p>HTML documents must be "self-contained", as explained here. Provided that full path information is known by DSpace, any depth or complexity of HTML document can be served subject to those constraints. This is usually possible with some kind of batch import. If, however, the document has been uploaded one file at a time using the Web UI, the path information has been stripped. The system can cope with relative links that refer to a deeper path, e.g.</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><IMG SRC=<span class="code-quote">"images/figure1.gif"</span>></pre>
|
||||
</div></div>
|
||||
<p>If the item has been uploaded via the Web submit UI, in the Bitstream table in the database we have the 'name' field, which will contain the filename with no path (<em>figure1.gif</em>). We can still work out what <em>images/figure1.gif</em> is by making the HTML document servlet strip any path that comes in from the URL, e.g.</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">https:<span class="code-comment">//dspace.mit.edu/html/1721.1/12345/images/figure1.gif
|
||||
</span> ^^^^^^^
|
||||
Strip <span class="code-keyword">this</span></pre>
|
||||
</div></div>
|
||||
<p>BUT all the filenames (regardless of directory names) must be unique. For example, this wouldn't work:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">contents.html
|
||||
chapter1.html
|
||||
chapter2.html
|
||||
chapter1_images/figure.gif
|
||||
chapter2_images/figure.gif</pre>
|
||||
</div></div>
|
||||
<p>since the HTML document servlet wouldn't know which bitstream to serve up for:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">https:<span class="code-comment">//dspace.mit.edu/html/1721.1/12345/chapter1_images/figure.gif
|
||||
</span>https:<span class="code-comment">//dspace.mit.edu/html/1721.1/12345/chapter2_images/figure.gif</span></pre>
|
||||
</div></div>
|
||||
<p>since it would just have <em>figure.gif</em></p>
|
||||
|
||||
<p>To prevent "infinite URL spaces" appearing (e.g. if a file <em>foo.html</em> linked to <em>bar/foo.html</em>, which would link to <em>bar/bar/foo.html</em>...) this behavior can be configured by setting the configuration property <em>webui.html.max-depth-guess</em>.</p>
|
||||
|
||||
<p>For example, if we receive a request for <em>foo/bar/index.html</em>, and we have a bitstream called just <em>index.html</em>, we will serve up that bitstream for the request if <em>webui.html.max-depth-guess</em> is 2 or greater. If <em>webui.html.max-depth-guess</em> is 1 or less, we would not serve that bitstream, as the depth of the file is greater. If <em>webui.html.max-depth-guess</em> is zero, the request filename and path must always exactly match the bitstream name. The default value (if that property is not present in <em>dspace.cfg</em>) is 3.</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-ThesisBlocking"></a>Thesis Blocking</h3>
|
||||
|
||||
<p>The submission UI has an optional feature that came about as a result of MIT Libraries policy. If the <em>block.theses</em> parameter in <em>dspace.cfg</em> is <em>true</em>, an extra checkbox is included in the first page of the submission UI. This asks the user if the submission is a thesis. If the user checks this box, the submission is halted (deleted) and an error message displayed, explaining that DSpace should not be used to submit theses. This feature can be turned off and on, and the message displayed (<em>/dspace/jsp/submit/no-theses.jsp</em> can be localized as necessary.</p>
|
||||
|
||||
|
||||
|
||||
<h2><a name="ApplicationLayer-OAIPMHDataProvider"></a>OAI-PMH Data Provider</h2>
|
||||
|
||||
<p>The DSpace platform supports the <a href="http://www.openarchives.org/" title="Open Archives Initiative Protocol for Metadata Harvesting">Open Archives Initiative Protocol for Metadata Harvesting</a> (OAI-PMH) version 2.0 as a data provider. This is accomplished using the <a href="http://www.oclc.org/research/software/oai/cat.shtm" title="OAICat framework from OCLC">OAICat framework from OCLC</a>.</p>
|
||||
|
||||
<p>The DSpace build process builds a Web application archive, <em>[dspace-source]/build/oai.war</em>), in much the same way as the Web UI build process described above. The only differences are that the JSPs are not included, and <em>[dspace-source]/etc/oai-web.xml</em> is used as the deployment descriptor. This 'webapp' is deployed to receive and respond to OAI-PMH requests via HTTP. Note that typically it should <em>not</em> be deployed on SSL (<em>https:</em> protocol). In a typical configuration, this is deployed at <em>oai</em>, for example:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
http:<span class="code-comment">//dspace.myu.edu/oai/request?verb=Identify</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The 'base URL' of this DSpace deployment would be:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
http:<span class="code-comment">//dspace.myu.edu/oai/request</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>It is this URL that should be registered with <a href="http://www.openarchives.org/" title="www.openarchives.org">www.openarchives.org</a>. Note that you can easily change the '<em>request</em>' portion of the URL by editing <em>[dspace-source]/etc/oai-web.xml</em> and rebuilding and deploying <em>oai.war</em>.</p>
|
||||
|
||||
<p>DSpace provides implementations of the OAICat interfaces <em>AbstractCatalog</em>, <em>RecordFactory</em> and <em>Crosswalk</em> that interface with the DSpace content management API and harvesting API (in the search subsystem).</p>
|
||||
|
||||
<p>Only the basic <em>oai_dc</em> unqualified Dublin Core metadata set export is enabled by default; this is particularly easy since all items have qualified Dublin Core metadata. When this metadata is harvested, the qualifiers are simply stripped; for example, <em>description.abstract</em> is exposed as unqualified <em>description</em>. The <em>description.provenance</em> field is hidden, as this contains private information about the submitter and workflow reviewers of the item, including their e-mail addresses. Additionally, to keep in line with OAI community practices, values of <em>contributor.author</em> are exposed as <em>creator</em> values.</p>
|
||||
|
||||
<p>Other metadata formats are supported as well, using other <em>Crosswalk</em> implementations; consult the <em>oaicat.properties</em> file described below. To enable a format, simply uncomment the lines beginning with <em>Crosswalks.*</em>. Multiple formats are allowed, and the current list includes, in addition to unqualified DC: MPEG DIDL, METS, MODS. There is also an incomplete, experimental qualified DC.</p>
|
||||
|
||||
<p>Note that the current simple DC implementation (<em>org.dspace.app.oai.OAIDCCrosswalk</em>) does not currently strip out any invalid XML characters that may be lying around in the data. If your database contains a DC value with, for example, some ASCII control codes (form feed etc.) this may cause OAI harvesters problems. This should rarely occur, however. XML entities (such as <em>></em>) are encoded (e.g. to <em>></em>)</p>
|
||||
|
||||
<p>In addition to the implementations of the OAICat interfaces, there is one main configuration file relevant to OAI-PMH support:</p>
|
||||
|
||||
<ul>
|
||||
<li><b>oaicat.properties</b>: This file resides in <tt>[dspace]/config</tt>. You probably won't need to edit this, as it is pre-configured to meet most needs. You might want to change the <tt>Identify.earliestDatestamp</tt> field to more accurately reflect the oldest datestamp in your local DSpace system. (Note that this is the value of the <tt>last_modified</tt> column in the <tt>Item</tt> database table.)</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-Sets"></a>Sets</h3>
|
||||
|
||||
<p>OAI-PMH allows repositories to expose an hierarchy of sets in which records may be placed. A record can be in zero or more sets.</p>
|
||||
|
||||
<p>DSpace exposes collections as sets. The organization of communities is likely to change over time, and is therefore a less stable basis for selective harvesting.</p>
|
||||
|
||||
<p>Each collection has a corresponding OAI set, discoverable by harvesters via the ListSets verb. The setSpec is the Handle of the collection, with the ':' and '/' converted to underscores so that the Handle is a legal setSpec, for example:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
hdl_1721.1_1234
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>Naturally enough, the collection name is also the name of the corresponding set.</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-UniqueIdentifier"></a>Unique Identifier</h3>
|
||||
|
||||
<p>Every item in OAI-PMH data repository must have an unique identifier, which must conform to the URI syntax. As of DSpace 1.2, Handles are not used; this is because in OAI-PMH, the OAI identifier identifies the <em>metadata record</em> associated with the <em>resource</em>. The <em>resource</em> is the DSpace item, whose <em>resource identifier</em> is the Handle. In practical terms, using the Handle for the OAI identifier may cause problems in the future if DSpace instances share items with the same Handles; the OAI metadata record identifiers should be different as the different DSpace instances would need to be harvested separately and may have different metadata for the item.</p>
|
||||
|
||||
<p>The OAI identifiers that DSpace uses are of the form:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">oai:host name:handle</pre>
|
||||
</div></div>
|
||||
|
||||
<p>For example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">oai:dspace.myu.edu:123456789/345</pre>
|
||||
</div></div>
|
||||
|
||||
<p>If you wish to use a different scheme, this can easily be changed by editing the value of <em>OAI_ID_PREFIX</em> at the top of the <tt>org.dspace.app.oai.DSpaceOAICatalog</tt> class. (You do not need to change the code if the above scheme works for you; the code picks up the host name and Handles automatically from the DSpace configuration.)</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-Accesscontrol"></a>Access control</h3>
|
||||
|
||||
<p>OAI provides no authentication/authorisation details, although these could be implemented using standard HTTP methods. It is assumed that all access will be anonymous for the time being.</p>
|
||||
|
||||
<p>A question is, "is all metadata public?" Presently the answer to this is yes; all metadata is exposed via OAI-PMH, even if the item has restricted access policies. The reasoning behind this is that people who do actually have permission to read a restricted item should still be able to use OAI-based services to discover the content.</p>
|
||||
|
||||
<p>If in the future, this 'expose all metadata' approach proves unsatisfactory for any reason, it should be possible to expose only publicly readable metadata. The authorisation system has separate permissions for READing and item and READing the content (bitstreams) within it. This means the system can differentiate between an item with public metadata and hidden content, and an item with hidden metadata as well as hidden content. In this case the OAI data repository should only expose items those with anonymous READ access, so it can hide the existence of records to the outside world completely. In this scenario, one should be wary of protected items that are made public after a time. When this happens, the items are "new" from the OAI-PMH perspective.</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-ModificationDate%28OAIDateStamp%29"></a>Modification Date (OAI Date Stamp)</h3>
|
||||
|
||||
<p>OAI-PMH harvesters need to know when a record has been created, changed or deleted. DSpace keeps track of a 'last modified' date for each item in the system, and this date is used for the OAI-PMH date stamp. This means that any changes to the metadata (e.g. admins correcting a field, or a withdrawal) will be exposed to harvesters.</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-%27About%27Information"></a>'About' Information</h3>
|
||||
|
||||
<p>As part of each record given out to a harvester, there is an optional, repeatable "about" section which can be filled out in any (XML-schema conformant) way. Common uses are for provenance and rights information, and there are schemas in use by OAI communities for this. Presently DSpace does not provide any of this information.</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-Deletions"></a>Deletions</h3>
|
||||
|
||||
<p>DSpace keeps track of deletions (withdrawals). These are exposed via OAI, which has a specific mechansim for dealing with this. Since DSpace keeps a permanent record of withdrawn items, in the OAI-PMH sense DSpace supports deletions 'persistently'. This is as opposed to 'transient' deletion support, which would mean that deleted records are forgotten after a time.</p>
|
||||
|
||||
<p>Once an item has been withdrawn, OAI-PMH harvests of the date range in which the withdrawal occurred will find the 'deleted' record header. Harvests of a date range prior to the withdrawal will <em>not</em> find the record, despite the fact that the record did exist at that time.</p>
|
||||
|
||||
<p>As an example of this, consider an item that was created on 2002-05-02 and withdrawn on 2002-10-06. A request to harvest the month 2002-10 will yield the 'record deleted' header. However, a harvest of the month 2002-05 will not yield the original record.</p>
|
||||
|
||||
<p>Note that presently, the deletion of 'expunged' items is not exposed through OAI.</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-FlowControl%28ResumptionTokens%29"></a>Flow Control (Resumption Tokens)</h3>
|
||||
|
||||
<p>An OAI data provider can prevent any performance impact caused by harvesting by forcing a harvester to receive data in time-separated chunks. If the data provider receives a request for a lot of data, it can send part of the data with a resumption token. The harvester can then return later with the resumption token and continue.</p>
|
||||
|
||||
<p>DSpace supports resumption tokens for 'ListRecords' OAI-PMH requests. ListIdentifiers and ListSets requests do not produce a particularly high load on the system, so resumption tokens are not used for those requests.</p>
|
||||
|
||||
<p>Each OAI-PMH ListRecords request will return at most 100 records. This limit is set at the top of <em>org.dspace.app.oai.DSpaceOAICatalog.java</em> (<em>MAX_RECORDS</em>). A potential issue here is that if a harvest yields an exact multiple of <em>MAX_RECORDS</em>, the last operation will result in a harvest with no records in it. It is unclear from the OAI-PMH specification if this is acceptable.</p>
|
||||
|
||||
<p>When a resumption token is issued, the optional <em>completeListSize</em> and <em>cursor</em> attributes are not included. OAICat sets the <em>expirationDate</em> of the resumption token to one hour after it was issued, though in fact since DSpace resumption tokens contain all the information required to continue a request they do not actually expire.</p>
|
||||
|
||||
<p>Resumption tokens contain all the state information required to continue a request. The format is:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
from/until/setSpec/offset
|
||||
</pre>
|
||||
</div></div>
|
||||
<p><em>from</em> and <em>until</em> are the ISO 8601 dates passed in as part of the original request, and <em>setSpec</em> is also taken from the original request. <em>offset</em> is the number of records that have already been sent to the harvester. For example:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
2003-01-01<span class="code-comment">//hdl_1721_1_1234/300</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>This means the harvest is 'from'<br/>
|
||||
<em>2003-01-01</em>, has no 'until' date, is for collection hdl:1721.1/1234, and 300 records have already been sent to the harvester. (Actually, if the original OAI-PMH request doesn't specify a 'from' or 'until, OAICat fills them out automatically to '0000-00-00T00:00:00Z' and '9999-12-31T23:59:59Z' respectively. This means DSpace resumption tokens will always have from and until dates in them.)</p>
|
||||
|
||||
|
||||
|
||||
<h2><a name="ApplicationLayer-DSpaceCommandLauncher"></a>DSpace Command Launcher</h2>
|
||||
|
||||
<p>Introduced in Release 1.6, the DSpace Command Launcher brings together the various command and scripts into a standard-practice for running CLI runtime programs.</p>
|
||||
|
||||
<h3><a name="ApplicationLayer-OlderVersions"></a>Older Versions</h3>
|
||||
|
||||
<p>Prior to Release 1.6, there were various scripts written that masked a more manual approach to running CLI programs. The user had to issue <em>[dspace]/bin/dsrun</em> and then java class that ran that program. With release 1.5, scripts were written to mask the <em>[dspace]/bin/dsrun</em> command. We have left the java class in the System Administration section since it does have value for debugging purposes and for those who wish to learn about DSpace<br/>
|
||||
programming or wish to customize the code at any time.</p>
|
||||
|
||||
|
||||
<h3><a name="ApplicationLayer-CommandLauncherStructure"></a>Command Launcher Structure</h3>
|
||||
|
||||
<p>There are two components to the command launcher: the dspace script and the launcher.xml. The DSpace command calls a java class which in turn refers to <em>launcher.xml</em> that is stored in the <em>[dspace]/config</em> directory</p>
|
||||
|
||||
<p><em>launcher.xml</em> is made of several components:</p>
|
||||
|
||||
<ul>
|
||||
<li><em><command></em> begins the stanza for a command</li>
|
||||
<li><em><name></em>_<em>name of command</em>_<em></name></em> the name of the command that you would use.</li>
|
||||
<li><em><description></em>_<em>the description of the command</em>_<em></description></em></li>
|
||||
<li><em><step> </step></em> User arguments are parsed and tested.</li>
|
||||
<li><em><class></em>_<em><the java class that is being used to run the CLI program></em>_<em></class></em><br/>
|
||||
Prior to release 1.5 if one wanted to regenerate the browse index, one would have to issue the following commands manually:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">[dspace]/bin/dsrun org.dspace.browse.IndexBrowse -f -r
|
||||
[dspace]/bin/dsrun org.dspace.browse.ItemCounter
|
||||
[dspace]/bin/dsrun org.dspace.search.DSIndexer</pre>
|
||||
</div></div>
|
||||
<p>In release 1.5 a script was written and in release 1.6 the command <em>[dspace]/bin/dspace index-init</em> replaces the script. The stanza from <em>launcher.xml</em> show us how one can build more commands if needed:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><command>
|
||||
<name>index-update</name>
|
||||
<description>Update the search and browse indexes</description>
|
||||
<step passuserargs=<span class="code-quote">"<span class="code-keyword">false</span>"</span>>
|
||||
<class>org.dspace.browse.IndexBrowse</class>
|
||||
<argument>-i</argument>
|
||||
</step>
|
||||
<step passuserargs=<span class="code-quote">"<span class="code-keyword">false</span>"</span>>
|
||||
<class>org.dspace.browse.ItemCounter</class>
|
||||
</step>
|
||||
<step passuserargs=<span class="code-quote">"<span class="code-keyword">false</span>"</span>>
|
||||
<class>org.dspace.search.DSIndexer</class>
|
||||
</step>
|
||||
</command></pre>
|
||||
</div></div>
|
||||
<p>.</p></li>
|
||||
</ul>
|
||||
|
||||
|
||||
<br/>
|
||||
<div class="tabletitle">
|
||||
<a name="attachments">Attachments:</a>
|
||||
</div>
|
||||
|
||||
<div class="greybox" align="left">
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022819/21954860.gif">web-ui-flow.gif</a> (image/gif)
|
||||
<br/>
|
||||
</div>
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
146
dspace/docs/html/Architecture.html
Normal file
@@ -0,0 +1,146 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Architecture</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Architecture
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Dec 15, 2010 by <font color="#0050B2">tdonohue</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="Architecture-DSpaceSystemDocumentation%3AArchitecture"></a>DSpace System Documentation: Architecture</h1>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1292438668543 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1292438668543 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1292438668543 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1292438668543'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#Architecture-Overview'>Overview</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1</span> <a href='#Architecture-DSpaceSystemArchitecture'>DSpace System Architecture</a></li>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="Architecture-Overview"></a>Overview</h2>
|
||||
|
||||
<p>The DSpace system is organized into three layers, each of which consists of a number of components.</p>
|
||||
|
||||
<p><span class="image-wrap" style=""><img src="attachments/22022821/21954861.gif" style="border: 0px solid black"/></span></p>
|
||||
|
||||
<h3><a name="Architecture-DSpaceSystemArchitecture"></a>DSpace System Architecture</h3>
|
||||
|
||||
<p>The storage layer is responsible for physical storage of metadata and content. The business logic layer deals with managing the content of the archive, users of the archive (e-people), authorization, and workflow. The application layer contains components that communicate with the world outside of the individual DSpace installation, for example the Web user interface and the <a href="http://www.openarchives.org/" title="Open Archives Initiative">Open Archives Initiative</a> protocol for metadata harvesting service.</p>
|
||||
|
||||
<p>Each layer only invokes the layer below it; the application layer may not used the storage layer directly, for example. Each component in the storage and business logic layers has a defined public API. The union of the APIs of those components are referred to as the Storage API (in the case of the storage layer) and the DSpace Public API (in the case of the business logic layer). These APIs are in-process Java classes, objects and methods.</p>
|
||||
|
||||
<p>It is important to note that each layer is <em>trusted</em>. Although the logic for <em>authorising actions</em> is in the business logic layer, the system relies on individual applications in the application layer to correctly and securely <em>authenticate</em> e-people. If a 'hostile' or insecure application were allowed to invoke the Public API directly, it could very easily perform actions as any e-person in the system.</p>
|
||||
|
||||
<p>The reason for this design choice is that authentication methods will vary widely between different applications, so it makes sense to leave the logic and responsibility for that in these applications.</p>
|
||||
|
||||
<p>The source code is organized to cohere very strictly to this three-layer architecture. Also, only methods in a component's public API are given the <em>public</em> access level. This means that the Java compiler helps ensure that the source code conforms to the architecture.</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Packages within</b> </td>
|
||||
<td class='confluenceTd'> <b>Correspond to components in</b> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>org.dspace.app</em> </td>
|
||||
<td class='confluenceTd'> Application layer </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>org.dspace</em> </td>
|
||||
<td class='confluenceTd'> Business logic layer (except <em>storage</em> and <em>app</em>) </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>org.dspace.storage</em> </td>
|
||||
<td class='confluenceTd'> Storage layer </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<p>The storage and business logic layer APIs are extensively documented with Javadoc-style comments. Generate the HTML version of these by entering the [dspace-source]/dspace directory and running:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
mvn javadoc:javadoc
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The resulting documentation will be at <em>[dspace-source]dspace-api/target/site/apidocs/index.html</em>. The package-level documentation of each package usually contains an overview of the package and some example usage. This information is not repeated in this architecture document; this and the Javadoc APIs are intended to be used in parallel.</p>
|
||||
|
||||
<p>Each layer is described in a separate section:</p>
|
||||
|
||||
<ul>
|
||||
<li><a href="Storage Layer.html" title="Storage Layer">Storage Layer</a>
|
||||
<ul>
|
||||
<li>RDBMS</li>
|
||||
<li>Bitstream Store</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a href="Business Logic Layer.html" title="Business Logic Layer">Business Logic Layer</a>
|
||||
<ul>
|
||||
<li>Core Classes</li>
|
||||
<li>Content Management API</li>
|
||||
<li>Workflow System</li>
|
||||
<li>Administration Toolkit</li>
|
||||
<li>E-person/Group Manager</li>
|
||||
<li>Authorisation</li>
|
||||
<li>Handle Manager/Handle Plugin</li>
|
||||
<li>Search</li>
|
||||
<li>Browse API</li>
|
||||
<li>History Recorder</li>
|
||||
<li>Checksum Checker</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a href="Application Layer.html" title="Application Layer">Application Layer</a>
|
||||
<ul>
|
||||
<li>Web User Interface</li>
|
||||
<li>OAI-PMH Data Provider</li>
|
||||
<li>Item Importer and Exporter</li>
|
||||
<li>Transferring Items Between DSpace Instances</li>
|
||||
<li>Registration</li>
|
||||
<li>METS Tools</li>
|
||||
<li>Media Filters</li>
|
||||
<li>Sub-Community Management</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<br/>
|
||||
<div class="tabletitle">
|
||||
<a name="attachments">Attachments:</a>
|
||||
</div>
|
||||
|
||||
<div class="greybox" align="left">
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022821/21954861.gif">architecture-600x450.gif</a> (image/gif)
|
||||
<br/>
|
||||
</div>
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
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dspace/docs/html/Business Logic Layer.html
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dspace/docs/html/Configuration.html
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dspace/docs/html/Curation System.html
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|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Curation System</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Curation System
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Feb 17, 2011 by <font color="#0050B2">helix84</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="CurationSystem-CurationSystem"></a>Curation System</h1>
|
||||
|
||||
<p>As of release 1.7, DSpace supports running curation tasks, which are described in this section. DSpace 1.7 and subsequent distributions will bundle (include) several useful tasks, but the system also is designed to allow new tasks to be added between releases, both general purpose tasks that come from the community, and locally written and deployed tasks.</p>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1297951524980 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1297951524980 ul {list-style: none;margin-left: 0px;}
|
||||
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|
||||
|
||||
/*]]>*/</style><div class='rbtoc1297951524980'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#CurationSystem-Tasks'>Tasks</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#CurationSystem-Activation'>Activation</a></li>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#CurationSystem-Writingyourowntasks'>Writing your own tasks</a></li>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#CurationSystem-TaskInvocation'>Task Invocation</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.1</span> <a href='#CurationSystem-Onthecommandline'>On the command line</a></li>
|
||||
<li><span class='TOCOutline'>4.2</span> <a href='#CurationSystem-IntheadminUI'>In the admin UI</a></li>
|
||||
<li><span class='TOCOutline'>4.3</span> <a href='#CurationSystem-Inworkflow'>In workflow</a></li>
|
||||
<li><span class='TOCOutline'>4.4</span> <a href='#CurationSystem-Inarbitraryusercode'>In arbitrary user code</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>5</span> <a href='#CurationSystem-Asynchronous%28Deferred%29Operation'>Asynchronous (Deferred) Operation</a></li>
|
||||
<li><span class='TOCOutline'>6</span> <a href='#CurationSystem-TaskOutputandReporting'>Task Output and Reporting</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>6.1</span> <a href='#CurationSystem-StatusCode'>Status Code</a></li>
|
||||
<li><span class='TOCOutline'>6.2</span> <a href='#CurationSystem-ResultString'>Result String</a></li>
|
||||
<li><span class='TOCOutline'>6.3</span> <a href='#CurationSystem-ReportingStream'>Reporting Stream</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>7</span> <a href='#CurationSystem-TaskAnnotations'>Task Annotations</a></li>
|
||||
<li><span class='TOCOutline'>8</span> <a href='#CurationSystem-StarterTasks'>Starter Tasks</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>8.1</span> <a href='#CurationSystem-BitstreamFormatProfiler'>Bitstream Format Profiler</a></li>
|
||||
<li><span class='TOCOutline'>8.2</span> <a href='#CurationSystem-RequiredMetadata'>Required Metadata</a></li>
|
||||
<li><span class='TOCOutline'>8.3</span> <a href='#CurationSystem-VirusScan'>Virus Scan</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>8.3.1</span> <a href='#CurationSystem-SetuptheservicefromtheClamAVdocumentation.'>Setup the service from the ClamAV documentation.</a></li>
|
||||
<li><span class='TOCOutline'>8.3.2</span> <a href='#CurationSystem-DSpaceConfiguration'>DSpace Configuration</a></li>
|
||||
<li><span class='TOCOutline'>8.3.3</span> <a href='#CurationSystem-TaskOperationfromtheGUI'>Task Operation from the GUI</a></li>
|
||||
<li><span class='TOCOutline'>8.3.4</span> <a href='#CurationSystem-TaskOperationfromthecurationcommandlineclient'>Task Operation from the curation command line client</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>8.3.4.1</span> <a href='#CurationSystem-Table1VirusScanResultsTable'>Table 1 - Virus Scan Results Table</a></li>
|
||||
</ul>
|
||||
</ul>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="CurationSystem-Tasks"></a>Tasks</h2>
|
||||
|
||||
<p>The goal of the curation system ('CS') is to provide a simple, extensible way to manage routine content operations on a repository. These operations are known to CS as 'tasks', and they can operate on any DSpaceObject (i.e. subclasses of DSpaceObject) - which means Communities, Collections, and Items - viz. core data model objects. Tasks may elect to work on only one type of DSpace object - typically an Item - and in this case they may simply ignore other data types (tasks have the ability to 'skip' objects for any reason). The DSpace core distribution will provide a number of useful tasks, but the system is designed to encourage local extension - tasks can be written for any purpose, and placed in any java package. This gives DSpace sites the ability to customize the behavior of their repository without having to alter - and therefore manage synchronization with - the DSpace source code. What sorts of activities are appropriate for tasks?</p>
|
||||
|
||||
<p>Some examples:</p>
|
||||
|
||||
<ul>
|
||||
<li>apply a virus scan to item bitstreams (this will be our example below)</li>
|
||||
<li>profile a collection based on format types - good for identifying format migrations</li>
|
||||
<li>ensure a given set of metadata fields are present in every item, or even that they have particular values</li>
|
||||
<li>call a network service to enhance/replace/normalize an item's metadata or content</li>
|
||||
<li>ensure all item bitstreams are readable and their checksums agree with the ingest values</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>Since tasks have access to, and can modify, DSpace content, performing tasks is considered an administrative function to be available only to knowledgeable collection editors, repository administrators, sysadmins, etc. No tasks are exposed in the public interfaces.</p>
|
||||
|
||||
<h2><a name="CurationSystem-Activation"></a>Activation</h2>
|
||||
|
||||
<p>For CS to run a task, the code for the task must of course be included with other deployed code (to <tt>[dspace]/lib</tt>, WAR, etc) but it must also be declared and given a name. This is done via a configuration property in <tt>[dspace]/config/modules/curate.cfg</tt> as follows:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
plugin.named.org.dspace.curate.CurationTask = \
|
||||
org.dspace.curate.ProfileFormats = profileformats, \
|
||||
org.dspace.curate.RequiredMetadata = requiredmetadata, \
|
||||
org.dspace.curate.ClamScan = vscan
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>For each activated task, a key-value pair is added. The key is the fully qualified class name and the value is the <em>taskname</em> used elsewhere to configure the use of the task, as will be seen below. Note that the curate.cfg configuration file, while in the config directory, is located under 'modules'. The intent is that tasks, as well as any configuration they require, will be optional 'add-ons' to the basic system configuration. Adding or removing tasks has no impact on dspace.cfg.</p>
|
||||
|
||||
<p>For many tasks, this activation configuration is all that will be required to use it. But for others, the task needs specific configuration itself. A concrete example is described below, but note that these task-specific configuration property files also reside in <tt>[dspace]/config/modules</tt></p>
|
||||
|
||||
<h2><a name="CurationSystem-Writingyourowntasks"></a>Writing your own tasks</h2>
|
||||
|
||||
<p>A task is just a java class that can contain arbitrary code, but it must have 2 properties:</p>
|
||||
|
||||
<p>First, it must provide a no argument constructor, so it can be loaded by the PluginManager. Thus, all tasks are 'named' plugins, with the taskname being the plugin name.</p>
|
||||
|
||||
<p>Second, it must implement the interface 'org.dspace.curate.CurationTask'</p>
|
||||
|
||||
<p>The CurationTask interface is almost a 'tagging' interface, and only requires a few very high-level methods be implemented. The most significant is:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> <span class="code-object">int</span> perform(DSpaceObject dso); </pre>
|
||||
</div></div>
|
||||
|
||||
<p>The return value should be a code describing one of 4 conditions:</p>
|
||||
|
||||
<ul>
|
||||
<li>0 : SUCCESS the task completed successfully</li>
|
||||
<li>1 : FAIL the task failed (it is up to the task to decide what 'counts' as failure - an example might be that the virus scan finds an infected file)</li>
|
||||
<li>2 : SKIPPED the task could not be performed on the object, perhaps because it was not applicable</li>
|
||||
<li>-1 : ERROR the task could not be completed due to an error</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>If a task extends the AbstractCurationTask class, that is the only method it needs to define.</p>
|
||||
|
||||
<h2><a name="CurationSystem-TaskInvocation"></a>Task Invocation</h2>
|
||||
|
||||
<p>Tasks are invoked using CS framework classes that manage a few details (to be described below), and this invocation can occur wherever needed, but CS offers great versatility 'out of the box':</p>
|
||||
|
||||
<h3><a name="CurationSystem-Onthecommandline"></a>On the command line</h3>
|
||||
|
||||
<p>A simple tool 'CurationCli' provides access to CS via the command line. This tool bears the name 'curate' in the DSpace launcher. For example, to perform a virus check on collection '4':</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace curate -t vscan -i 123456789/4 </pre>
|
||||
</div></div>
|
||||
|
||||
<p>The complete list of arguments:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
-t taskname: name of task to perform
|
||||
-T filename: name of file containing list of tasknames
|
||||
-e epersonID: (email address) will be superuser <span class="code-keyword">if</span> unspecified
|
||||
-i identifier: Id of object to curate. May be (1) a handle (2) a workflow Id or (3) 'all' to operate on the whole repository
|
||||
-q queue: name of queue to process - -i and -q are mutually exclusive
|
||||
-v emit verbose output
|
||||
-r - emit reporting to standard out
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>As with other command-line tools, these invocations could be placed in a cron table and run on a fixed schedule, or run on demand by an administrator.</p>
|
||||
|
||||
<h3><a name="CurationSystem-IntheadminUI"></a>In the admin UI</h3>
|
||||
|
||||
<p>In the XMLUI, there is a 'Curate' tab (appearing within the 'Edit Community/Collection/Item') that exposes a drop-down list of configured tasks, with a button to 'perform' the task, or queue it for later operation (see section below). Not all activated tasks need appear in the Curate tab - you filter them by means of a configuration property. This property also permits you to assign to the task a more user-friendly name than the PluginManager <em>taskname</em>. The property resides in <tt>[dspace]/config/modules/curate.cfg</tt>:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
ui.tasknames = \
|
||||
profileformats = Profile Bitstream Formats, \
|
||||
requiredmetadata = Check <span class="code-keyword">for</span> Required Metadata
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>When a task is selected from the drop-down list and performed, the tab displays both a phrase interpreting the 'status code' of the task execution, and the 'result' message if any has been defined. When the task has been queued, an acknowledgement appears instead. You may configure the words used for status codes in curate.cfg (for clarity, language localization, etc):</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
ui.statusmessages = \
|
||||
-3 = Unknown Task, \
|
||||
-2 = No Status Set, \
|
||||
-1 = Error, \
|
||||
0 = Success, \
|
||||
1 = Fail, \
|
||||
2 = Skip, \
|
||||
other = Invalid Status
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
|
||||
<h3><a name="CurationSystem-Inworkflow"></a>In workflow</h3>
|
||||
|
||||
<p>CS provides the ability to attach any number of tasks to standard DSpace workflows. Using a configuration file <tt>[dspace]/config/workflow-curation.xml</tt>, you can declaratively (without coding) wire tasks to any step in a workflow. An example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<taskset-map>
|
||||
<mapping collection-handle=<span class="code-quote">"<span class="code-keyword">default</span>"</span> taskset=<span class="code-quote">"cautious"</span> />
|
||||
</taskset-map>
|
||||
<tasksets>
|
||||
<taskset name=<span class="code-quote">"cautious"</span>>
|
||||
<flowstep name=<span class="code-quote">"step1"</span>>
|
||||
<task name=<span class="code-quote">"vscan"</span>>
|
||||
<workflow>reject</workflow>
|
||||
<notify on=<span class="code-quote">"fail"</span>>$flowgroup</notify>
|
||||
<notify on=<span class="code-quote">"fail"</span>>$colladmin</notify>
|
||||
<notify on=<span class="code-quote">"error"</span>>$siteadmin</notify>
|
||||
</task>
|
||||
</flowstep>
|
||||
</taskset>
|
||||
</tasksets>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>This markup would cause a virus scan to occur during step one of workflow for any collection, and automatically reject any submissions with infected files. It would further notify (via email) both the reviewers (step 1 group), and the collection administrators, if either of these are defined. If it could not perform the scan, the site administrator would be notified.</p>
|
||||
|
||||
<p>The notifications use the same procedures that other workflow notifications do - namely email. There is a new email template defined for curation task use: <tt>[dspace]/config/emails/flowtask_notify</tt>. This may be language-localized or otherwise modified like any other email template.</p>
|
||||
|
||||
<p>Like configurable submission, you can assign these task rules per collection, as well as having a default for any collection.</p>
|
||||
|
||||
<h3><a name="CurationSystem-Inarbitraryusercode"></a>In arbitrary user code</h3>
|
||||
|
||||
<p>If these pre-defined ways are not sufficient, you can of course manage curation directly in your code. You would use the CS helper classes. For example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
Collection coll = (Collection)HandleManager.resolveToObject(context, <span class="code-quote">"123456789/4"</span>);
|
||||
Curator curator = <span class="code-keyword">new</span> Curator();
|
||||
curator.addTask(<span class="code-quote">"vscan"</span>).curate(coll);
|
||||
<span class="code-object">System</span>.out.println(<span class="code-quote">"Result: "</span> + curator.getResult(<span class="code-quote">"vscan"</span>));
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>would do approximately what the command line invocation did. the method 'curate' just performs all the tasks configured<br/>
|
||||
(you can add multiple tasks to a curator).</p>
|
||||
|
||||
<h2><a name="CurationSystem-Asynchronous%28Deferred%29Operation"></a>Asynchronous (Deferred) Operation</h2>
|
||||
|
||||
<p>Because some tasks may consume a fair amount of time, it may not be desirable to run them in an interactive context. CS provides a simple API and means to defer task execution, by a queuing system. Thus, using the previous example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
Curator curator = <span class="code-keyword">new</span> Curator();
|
||||
curator.addTask(<span class="code-quote">"vscan"</span>).queue(context, <span class="code-quote">"monthly"</span>, <span class="code-quote">"123456789/4"</span>);
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>would place a request on a named queue "monthly" to virus scan the collection. To read (and process) the queue, we could for example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> [dspace]/bin/dspace curate -q monthly </pre>
|
||||
</div></div>
|
||||
|
||||
<p>use the command-line tool, but we could also read the queue programmatically. Any number of queues can be defined and used as needed.<br/>
|
||||
In the administrative UI curation 'widget', there is the ability to both perform a task, but also place it on a queue for later processing.</p>
|
||||
|
||||
<h2><a name="CurationSystem-TaskOutputandReporting"></a>Task Output and Reporting</h2>
|
||||
|
||||
<p>Few assumptions are made by CS about what the 'outcome' of a task may be (if any) - it. could e.g. produce a report to a temporary file, it could modify DSpace content silently, etc But the CS runtime does provide a few pieces of information whenever a task is performed:</p>
|
||||
|
||||
<h3><a name="CurationSystem-StatusCode"></a>Status Code</h3>
|
||||
|
||||
<p>This was mentioned above. This is returned to CS whenever a task is called. The complete list of values:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
-3 NOTASK - CS could not find the requested task
|
||||
-2 UNSET - task did not <span class="code-keyword">return</span> a status code because it has not yet run
|
||||
-1 ERROR - task could not be performed
|
||||
0 SUCCESS - task performed successfully
|
||||
1 FAIL - task performed, but failed
|
||||
2 SKIP - task not performed due to object not being eligible
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>In the administrative UI, this code is translated into the word or phrase configured by the <em>ui.statusmessages</em> property (discussed above) for display.</p>
|
||||
|
||||
<h3><a name="CurationSystem-ResultString"></a>Result String</h3>
|
||||
|
||||
<p>The task may define a string indicating details of the outcome. This result is displayed, in the 'curation widget' described above:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<span class="code-quote">"Virus 12312 detected on Bitstream 4 of 1234567789/3"</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>CS does not interpret or assign result strings, the task does it. A task may not assign a result, but the 'best practice' for tasks is to assign one whenever possible.</p>
|
||||
|
||||
<h3><a name="CurationSystem-ReportingStream"></a>Reporting Stream</h3>
|
||||
|
||||
<p>For very fine-grained information, a task may write to a <em>reporting</em> stream. This stream is sent to standard out, so is only available when running a task from the command line. Unlike the result string, there is no limit to the amount of data that may be pushed to this stream.</p>
|
||||
|
||||
<p>The status code, and the result string are accessed (or set) by methods on the Curation object:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
Curator curator = <span class="code-keyword">new</span> Curator();
|
||||
curator.addTask(<span class="code-quote">"vscan"</span>).curate(coll);
|
||||
<span class="code-object">int</span> status = curator.getStatus(<span class="code-quote">"vscan"</span>);
|
||||
<span class="code-object">String</span> result - curator.getResult(<span class="code-quote">"vscan"</span>);
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<h2><a name="CurationSystem-TaskAnnotations"></a>Task Annotations</h2>
|
||||
|
||||
<p>CS looks for, and will use, certain java annotations in the task Class definition that can help it invoke tasks more intelligently. An example may explain best. Since tasks operate on DSOs that can either be simple (Items) or containers (Collections, and Communities), there is a fundamental problem or ambiguity in how a task is invoked: if the DSO is a collection, should the CS invoke the task on each member of the collection, or does the task 'know' how to do that itself? The decision is made by looking for the @Distributive annotation: if present, CS assumes that the task will manage the details, otherwise CS will walk the collection, and invoke the task on each member. The java class would be defined:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
@Distributive
|
||||
<span class="code-keyword">public</span> class MyTask <span class="code-keyword">implements</span> CurationTask
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>A related issue concerns how non-distributive tasks report their status and results: the status will normally reflect only the last invocation of the task in the container, so important outcomes could be lost. If a task declares itself @Suspendable, however, the CS will cease processing when it encounters a FAIL status. When used in the UI, for example, this would mean that if our virus scan is running over a collection, it would stop and return status (and result) to the scene on the first infected item it encounters. You can even tune @Supendable tasks more precisely by annotating what invocations you want to suspend on. For example:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
@Suspendable(invoked=Curator.Invoked.INTERACTIVE)
|
||||
<span class="code-keyword">public</span> class MyTask <span class="code-keyword">implements</span> CurationTask
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>would mean that the task would suspend if invoked in the UI, but would run to completion if run on the command-line.</p>
|
||||
|
||||
<p>Only a few annotation types have been defined so far, but as the number of tasks grow, we can look for common behavior that can be signaled by annotation. For example, there is a @Mutative type: that tells CS that the task may alter (mutate) the object it is working on.</p>
|
||||
|
||||
<h2><a name="CurationSystem-StarterTasks"></a>Starter Tasks</h2>
|
||||
|
||||
<p>DSpace 1.7 bundles a few tasks and activates two (2) by default to demonstrate the use of the curation system. These may be removed (deactivated by means of configuration) if desired without affecting system integrity. Each task is briefly described here.</p>
|
||||
|
||||
<h3><a name="CurationSystem-BitstreamFormatProfiler"></a>Bitstream Format Profiler</h3>
|
||||
|
||||
<p>The task with the taskname 'formatprofiler' (in the admin UI it is labeled "Profile Bitstream Formats") examines all the bitstreams in an item and produces a table ("profile") which is assigned to the result string. It is activated by default, and is configured to display in the administrative UI. The result string has the layout:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
10 (K) Portable Network Graphics
|
||||
5 (S) Plain Text
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>where the left column is the count of bitstreams of the named format and the letter in parentheses is an abbreviation of the repository-assigned support level for that format:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
U Unsupported
|
||||
K Known
|
||||
S Supported
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>The profiler will operate on any DSpace object. If the object is an item, then only that item's bitstreams are profiled; if a collection, all the bitstreams of all the items; if a community, all the items of all the collections of the community.</p>
|
||||
|
||||
<h3><a name="CurationSystem-RequiredMetadata"></a>Required Metadata</h3>
|
||||
|
||||
<p>The 'requiredmetadata' task examines item metadata and determines whether fields that the web submission (input-forms.xml) marks as required are present. It sets the result string to indicate either that all required fields are present, or constructs a list of metadata elements that are required but missing. When the task is performed on an item, it will display the result for that item. When performed on a collection or community, the task be performed on each item, and will display the <em>last</em> item result. If all items in the community or collection have all required fields, that will be the last in the collection. If the task fails for any item (i.e. the item lacks all required fields), the process is halted. This way the results for the 'failed' items are not lost.</p>
|
||||
|
||||
<h3><a name="CurationSystem-VirusScan"></a>Virus Scan</h3>
|
||||
|
||||
<p>The 'vscan' task performs a virus scan on the bitstreams of items using the ClamAV software product.<br/>
|
||||
Clam AntiVirus is an open source (GPL) anti-virus toolkit for UNIX. A port for Windows is also available. The virus scanning curation task interacts with the ClamAV virus scanning service to scan the bitstreams contained in items, reporting on infection(s). Like other curation tasks, it can be run against a container or item, in the GUI or from the command line. It should be installed according to the documentation at <a href="http://www.clamav.net/">http://www.clamav.net</a>. It should not be installed in the dspace installation directory. You may install it on the same machine as your dspace installation, or on another machine which has been configured properly.</p>
|
||||
|
||||
<h4><a name="CurationSystem-SetuptheservicefromtheClamAVdocumentation."></a>Setup the service from the ClamAV documentation.</h4>
|
||||
|
||||
<p>This plugin requires a ClamAV daemon installed and configured for TCP sockets. Instructions for installing ClamAV (<a href="http://www.clamav.net/doc/latest/clamdoc.pdf"><font color="#0000ff">http://</font></a><a href="http://www.clamav.net/doc/latest/clamdoc.pdf"><font color="#0000ff">www.clamav.net/doc/latest/</font></a><a href="http://www.clamav.net/doc/latest/clamdoc.pdf"><font color="#0000ff"><b>clamdoc</b></font></a><a href="http://www.clamav.net/doc/latest/clamdoc.pdf"><font color="#0000ff">.pdf</font></a> )</p>
|
||||
|
||||
<p>NOTICE: The following directions assume there is a properly installed and configured clamav daemon. Refer to links above for more information about ClamAV.<br/>
|
||||
The Clam anti-virus database must be updated regularly to maintain the most current level of anti-virus protection. Please refer to the ClamAV documentation for instructions about maintaining the anti-virus database.</p>
|
||||
|
||||
<h4><a name="CurationSystem-DSpaceConfiguration"></a>DSpace Configuration</h4>
|
||||
|
||||
<p>In <tt>[dspace]/config/modules/curate.cfg</tt>, activate the task:</p>
|
||||
<ul>
|
||||
<li>Add the plugin to the comma separated list of curation tasks.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
### Task <span class="code-object">Class</span> implementations
|
||||
plugin.named.org.dspace.curate.CurationTask = \
|
||||
org.dspace.curate.ProfileFormats = profileformats, \
|
||||
org.dspace.curate.RequiredMetadata = requiredmetadata, \
|
||||
org.dspace.curate.ClamScan = vscan
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<ul>
|
||||
<li>Optionally, add the vscan friendly name to the configuration to enable it in the administrative it in the administrative user interface.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
ui.tasknames = \
|
||||
profileformats = Profile Bitstream Formats, \
|
||||
requiredmetadata = Check <span class="code-keyword">for</span> Required Metadata, \
|
||||
vscan = Scan <span class="code-keyword">for</span> Viruses
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>In <tt>[dspace]/config/modules</tt>, edit configuration file clamav.cfg:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
service.host = 127.0.0.1
|
||||
Change <span class="code-keyword">if</span> not running on the same host as your DSpace installation.
|
||||
service.port = 3310
|
||||
Change <span class="code-keyword">if</span> not using standard ClamAV port
|
||||
socket.timeout = 120
|
||||
Change <span class="code-keyword">if</span> longer timeout needed
|
||||
scan.failfast = <span class="code-keyword">false</span>
|
||||
Change only <span class="code-keyword">if</span> items have large numbers of bitstreams
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<h4><a name="CurationSystem-TaskOperationfromtheGUI"></a>Task Operation from the GUI</h4>
|
||||
|
||||
<p>Curation tasks can be run against container and item dspace objects by e-persons with administrative privileges. A curation tab will appear in the administrative ui after logging into DSpace:</p>
|
||||
<ol>
|
||||
<li>Click on the curation tab.</li>
|
||||
<li>Select the option configured in ui.tasknames above.</li>
|
||||
<li>Select Perform.</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h4><a name="CurationSystem-TaskOperationfromthecurationcommandlineclient"></a>Task Operation from the curation command line client</h4>
|
||||
|
||||
<p>To output the results to the console:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
[dspace]/bin/dspace curate -t vscan -i <handle of container or item dso> -r -
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>Or capture the results in a file:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
[dspace]/bin/dspace curate -t vscan -i <handle of container or item dso> -r - > /<path...>/<name>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<h5><a name="CurationSystem-Table1VirusScanResultsTable"></a>Table 1 – Virus Scan Results Table</h5>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>GUI (Interactive Mode)</b> </td>
|
||||
<td class='confluenceTd'> <b>FailFast</b> </td>
|
||||
<td class='confluenceTd'> <b>Expectation</b> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Container </td>
|
||||
<td class='confluenceTd'> T </td>
|
||||
<td class='confluenceTd'> Stop on 1<sup>st</sup> Infected Bitstream </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Container </td>
|
||||
<td class='confluenceTd'> F </td>
|
||||
<td class='confluenceTd'> Stop on 1<sup>st</sup> Infected Item </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Item </td>
|
||||
<td class='confluenceTd'> T </td>
|
||||
<td class='confluenceTd'> Stop on 1<sup>st</sup> Infected Bitstream </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Item </td>
|
||||
<td class='confluenceTd'> F </td>
|
||||
<td class='confluenceTd'> Scan all bitstreams </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Command Line</b> </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Container </td>
|
||||
<td class='confluenceTd'> T </td>
|
||||
<td class='confluenceTd'> Report on 1<sup>st</sup> infected bitstream within an item/Scan all contained Items </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Container </td>
|
||||
<td class='confluenceTd'> F </td>
|
||||
<td class='confluenceTd'> Report on all infected bitstreams/Scan all contained Items </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Item </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Report on 1<sup>st</sup> infected bitstream </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Item </td>
|
||||
<td class='confluenceTd'> </td>
|
||||
<td class='confluenceTd'> Report on all infected bitstreams </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
2387
dspace/docs/html/DRI Schema Reference.html
Normal file
1046
dspace/docs/html/DSpace AIP Format.html
Normal file
255
dspace/docs/html/DSpace Services Framework.html
Normal file
@@ -0,0 +1,255 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : DSpace Services Framework</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : DSpace Services Framework
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Mar 07, 2011 by <font color="#0050B2">awoods</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="DSpaceServicesFramework-DSpaceServicesFramework"></a>DSpace Services Framework</h1>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1299540788527 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1299540788527 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1299540788527 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1299540788527'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#DSpaceServicesFramework-ArchitecturalOverview'>Architectural Overview</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1</span> <a href='#DSpaceServicesFramework-DSpaceKernel'>DSpace Kernel</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1.1</span> <a href='#DSpaceServicesFramework-Kernelregistration'>Kernel registration</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>1.2</span> <a href='#DSpaceServicesFramework-ServiceManager'>Service Manager</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#DSpaceServicesFramework-BasicUsage'>Basic Usage</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.1</span> <a href='#DSpaceServicesFramework-StandaloneApplications'> Standalone Applications</a></li>
|
||||
<li><span class='TOCOutline'>2.2</span> <a href='#DSpaceServicesFramework-ApplicationFrameworks%28Spring%2CGuice%2Cetc.%29'>Application Frameworks (Spring, Guice, etc.)</a></li>
|
||||
<li><span class='TOCOutline'>2.3</span> <a href='#DSpaceServicesFramework-WebApplications'>Web Applications</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#DSpaceServicesFramework-ProvidersandPlugins'>Providers and Plugins</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>3.1</span> <a href='#DSpaceServicesFramework-Activators'>Activators</a></li>
|
||||
<li><span class='TOCOutline'>3.2</span> <a href='#DSpaceServicesFramework-ProviderStacks'>Provider Stacks</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#DSpaceServicesFramework-CoreServices'>Core Services</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.1</span> <a href='#DSpaceServicesFramework-CachingService'>Caching Service</a></li>
|
||||
<li><span class='TOCOutline'>4.2</span> <a href='#DSpaceServicesFramework-ConfigurationService'>Configuration Service</a></li>
|
||||
<li><span class='TOCOutline'>4.3</span> <a href='#DSpaceServicesFramework-EventService'>EventService</a></li>
|
||||
<li><span class='TOCOutline'>4.4</span> <a href='#DSpaceServicesFramework-RequestService'>RequestService</a></li>
|
||||
<li><span class='TOCOutline'>4.5</span> <a href='#DSpaceServicesFramework-SessionService'>SessionService</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>5</span> <a href='#DSpaceServicesFramework-Examples'>Examples</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>5.1</span> <a href='#DSpaceServicesFramework-ConfiguringEventListeners'>Configuring Event Listeners</a></li>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<p>The DSpace Services Framework is a backporting of the DSpace 2.0 Development Group's work in creating a reasonable and abstractable "Core Services" layer for DSpace components to operate within. The Services Framework represents a "best practice" for new DSpace architecture and implementation of extensions to the DSpace application. DSpace Services are best described as a "Simple Registry" where plugins <del>FIXME</del>. The DS2 (<a href="http://wiki.dspace.org/index.php/DSpace_2.0">DSpace 2.0</a>) core services are the main services that make up a DS2 system. These includes services for things like user and permissions management and storage and caching. These services can be used by any developer writing DS2 plugins (e.g. statistics), providers (e.g. authentication), or user interfaces (e.g. JSPUI).</p>
|
||||
|
||||
<h2><a name="DSpaceServicesFramework-ArchitecturalOverview"></a>Architectural Overview</h2>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-DSpaceKernel"></a>DSpace Kernel</h3>
|
||||
|
||||
<p>The DSpace Kernel manages the start up and access services in the DSpace Services framework. It is meant to allow for a simple way to control the core parts of DSpace and allow for flexible ways to startup the kernel. For example, the kernel can be run inside a single webapp along with a frontend piece (like JSPUI) or it can be started as part of the servlet container so that multiple webapps can use a single kernel (this increases speed and efficiency). The kernel is also designed to happily allow multiple kernels to run in a single servlet container using identifier keys.</p>
|
||||
|
||||
<h4><a name="DSpaceServicesFramework-Kernelregistration"></a>Kernel registration</h4>
|
||||
|
||||
<p>The kernel will automatically register itself as an MBean when it starts up so that it can be managed via <a href="http://www.oracle.com/technetwork/java/javase/tech/docs-jsp-135989.html">JMX</a>. It allows startup and shutdown and provides direct access to the ServiceManager and the ConfigurationService. All the other core services can be retrieved from the ServiceManager by their APIs. <span class="image-wrap" style="display: block; text-align: center"><img src="attachments/22022824/21954868.png" style="border: 0px solid black"/></span></p>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-ServiceManager"></a>Service Manager</h3>
|
||||
|
||||
|
||||
<p>The ServiceManager abstracts the concepts of service lookups and lifecycle control. It also manages the configuration of services by allowing properties to be pushed into the services as they start up (mostly from the ConfigurationService). The ServiceManagerSystem abstraction allows the DSpace ServiceManager to use different systems to manage its services. The current implementations include Spring and Guice. This allows DSpace 2 to have very little service management code but still be flexible and not tied to specific technology. Developers who are comfortable with those technologies can consume the services from a parent Spring ApplicationContext or a parent Guice Module. The abstraction also means that we can replace Spring/Guice or add other dependency injection systems later without requiring developers to change their code. The interface provides simple methods for looking up services by interface type for developers who do not want to have to use or learn a dependency injection system or are using one which is not currently supported.</p>
|
||||
|
||||
|
||||
<p><span class="image-wrap" style="display: block; text-align: center"><img src="attachments/22022824/21954867.png" height="332" width="445" style="border: 0px solid black"/></span></p>
|
||||
|
||||
<p>The DS2 kernel is compact so it can be completely started up in a unit test (technically integration test) environment. (This is how we test the kernel and core services currently). This allows developers to execute code against a fully functional kernel while developing and then deploy their code with high confidence.</p>
|
||||
|
||||
<h2><a name="DSpaceServicesFramework-BasicUsage"></a>Basic Usage</h2>
|
||||
|
||||
<p>To use the Framework you must begin by instantiating and starting a DSpaceKernel. The kernel will give you references to the ServiceManager and the ConfigurationService. The ServiceManager can be used to get references to other services and to register services which are not part of the core set.</p>
|
||||
|
||||
<p>Access to the kernel is provided via the Kernel Manager through the DSpace object, which will locate the kernel object and allow it to be used.</p>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-StandaloneApplications"></a><a name="DSpaceServicesFramework-standalone"></a>Standalone Applications</h3>
|
||||
|
||||
<p>For standalone applications, access to the kernel is provided via the Kernel Manager and the DSpace object which will locate the kernel object and allow it to be used.</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
/* Instantiate the Utility <span class="code-object">Class</span> */
|
||||
DSpace dspace = <span class="code-keyword">new</span> DSpace();
|
||||
|
||||
|
||||
/* Access get the Service Manager by convenience method */
|
||||
ServiceManager manager = dspace.getServiceManager();
|
||||
|
||||
|
||||
/* Or access by convenience method <span class="code-keyword">for</span> core services */
|
||||
EventService service = dspace.getEventService();
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>The DSpace launcher (</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">bin/dspace</pre>
|
||||
</div></div>
|
||||
<p>) initializes a kernel before dispatching to the selected command.</p>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-ApplicationFrameworks%28Spring%2CGuice%2Cetc.%29"></a>Application Frameworks (Spring, Guice, etc.)</h3>
|
||||
|
||||
<p>Similar to <a href="#DSpaceServicesFramework-standalone">Standalone Applications</a>, but you can use your framework to instantiate an <tt>org.dspace.utils.DSpace</tt> object.</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-xml">
|
||||
<span class="code-tag"><bean id=<span class="code-quote">"dspace"</span> class=<span class="code-quote">"org.dspace.utils.DSpace"</span>/></span>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-WebApplications"></a>Web Applications</h3>
|
||||
|
||||
<p>In web applications, the kernel can be started and accessed through the use of Servlet Filter/ContextListeners which are provided as part of the DSpace 2 utilities. Developers don't need to understand what is going on behind the scenes and can simply write their applications and package them as webapps and take advantage of the services which are offered by DSpace 2.</p>
|
||||
|
||||
|
||||
<h2><a name="DSpaceServicesFramework-ProvidersandPlugins"></a>Providers and Plugins</h2>
|
||||
|
||||
<p>For developers (how we are trying to make your lives easier): The DS2 ServiceManager supports a plugin/provider system which is runtime hot-swappable. The implementor can register any service/provider bean or class with the DS2 kernel ServiceManager. The ServiceManager will manage the lifecycle of beans (if desired) and will instantiate and manage the lifecycle of any classes it is given. This can be done at any time and does not have to be done during Kernel startup. This allows providers to be swapped out at runtime without disrupting the service if desired. The goal of this system is to allow DS2 to be extended without requiring any changes to the core codebase or a rebuild of the code code.</p>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-Activators"></a>Activators</h3>
|
||||
|
||||
<p>Developers can provide an activator to allow the system to startup their service or provider. It is a simple interface with 2 methods which are called by the ServiceManager to startup the provider(s) and later to shut them down. These simply allow a developer to run some arbitrary code in order to create and register services if desired. It is the method provided to add plugins directly to the system via configuration as the activators are just listed in the configuration file and the system starts them up in the order it finds them.</p>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-ProviderStacks"></a>Provider Stacks</h3>
|
||||
|
||||
<p>Utilities are provided to assist with stacking and ordering providers. Ordering is handled via a priority number such that 1 is the highest priority and something like 10 would be lower. 0 indicates that priority is not important for this service and can be used to ensure the provider is placed at or near the end without having to set some arbitrarily high number.</p>
|
||||
|
||||
|
||||
<h2><a name="DSpaceServicesFramework-CoreServices"></a>Core Services</h2>
|
||||
|
||||
<p>The core services are all behind APIs so that they can be reimplemented without affecting developers who are using the services. Most of the services have plugin/provider points so that customizations can be added into the system without touching the core services code. For example, let's say a deployer has a specialized authentication system and wants to manage the authentication calls which come into the system. The implementor can simply implement an AuthenticationProvider and then register it with the DS2 kernel's ServiceManager. This can be done at any time and does not have to be done during Kernel startup. This allows providers to be swapped out at runtime without disrupting the DS2 service if desired. It can also speed up development by allowing quick hot redeploys of code during development.</p>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-CachingService"></a>Caching Service</h3>
|
||||
|
||||
<p>Provides for a centralized way to handle caching in the system and thus a single point for configuration and control over all caches in the system. Provider and plugin developers are strongly encouraged to use this rather than implementing their own caching. The caching service has the concept of scopes so even storing data in maps or lists is discouraged unless there are good reasons to do so.</p>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-ConfigurationService"></a>Configuration Service</h3>
|
||||
|
||||
<p>The ConfigurationService controls the external and internal configuration of DSpace 2. It reads Properties files when the kernel starts up and merges them with any dynamic configuration data which is available from the services. This service allows settings to be updated as the system is running, and also defines listeners which allow services to know when their configuration settings have changed and take action if desired. It is the central point to access and manage all the configuration settings in DSpace 2.</p>
|
||||
|
||||
<p>Manages the configuration of the DSpace 2 system. Can be used to manage configuration for providers and plugins also.</p>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-EventService"></a>EventService</h3>
|
||||
|
||||
<p>Handles events and provides access to listeners for consumption of events.</p>
|
||||
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-RequestService"></a>RequestService</h3>
|
||||
|
||||
<p>In DS2 a request is an atomic transaction in the system. It is likely to be an HTTP request in many cases but it does not have to be. This service provides the core services with a way to manage atomic transactions so that when a request comes in which requires multiple things to happen they can either all succeed or all fail without each service attempting to manage this independently. In a nutshell this simply allows identification of the current request and the ability to discover if it succeeded or failed when it ends. Nothing in the system will enforce usage of the service, but we encourage developers who are interacting with the system to make use of this service so they know if the request they are participating in with has succeeded or failed and can take appropriate actions.</p>
|
||||
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-SessionService"></a>SessionService</h3>
|
||||
|
||||
<p>In DS2 a session is like an HttpSession (and generally is actually one) so this service is here to allow developers to find information about the current session and to access information in it. The session identifies the current user (if authenticated) so it also serves as a way to track user sessions. Since we use HttpSession directly it is easy to mirror sessions across multiple servers in order to allow for no-interruption failover for users when servers go offline.</p>
|
||||
|
||||
<h2><a name="DSpaceServicesFramework-Examples"></a>Examples</h2>
|
||||
|
||||
<h3><a name="DSpaceServicesFramework-ConfiguringEventListeners"></a>Configuring Event Listeners</h3>
|
||||
|
||||
<p>Event Listeners can be created by overriding the the EventListener interface:</p>
|
||||
|
||||
<p>In Spring:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-xml">
|
||||
<span class="code-tag"><?xml version=<span class="code-quote">"1.0"</span> encoding=<span class="code-quote">"UTF-8"</span>?></span>
|
||||
<span class="code-tag"><beans></span>
|
||||
|
||||
<span class="code-tag"><bean id=<span class="code-quote">"dspace"</span> class=<span class="code-quote">"org.dspace.utils.DSpace"</span>/></span>
|
||||
|
||||
<bean id=<span class="code-quote">"dspace.eventService"</span>
|
||||
factory-bean=<span class="code-quote">"dspace"</span>
|
||||
factory-method=<span class="code-quote">"getEventService"</span>/>
|
||||
|
||||
<span class="code-tag"><bean class=<span class="code-quote">"org.my.EventListener"</span>></span>
|
||||
<span class="code-tag"><property name=<span class="code-quote">"eventService"</span> ></span>
|
||||
<span class="code-tag"><ref bean=<span class="code-quote">"dspace.eventService"</span>/></span>
|
||||
<span class="code-tag"></property></span>
|
||||
<span class="code-tag"></bean></span>
|
||||
<span class="code-tag"></beans></span>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>(org.my.EventListener will need to register itself with the EventService, for which it is passed a reference to that service via the eventService property.)</p>
|
||||
|
||||
<p>or in Java:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
DSpace dspace = <span class="code-keyword">new</span> DSpace();
|
||||
|
||||
EventService eventService = dspace.getEventService();
|
||||
|
||||
EventListener listener = <span class="code-keyword">new</span> org.my.EventListener();
|
||||
eventService.registerEventListener(listener);
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>(This registers the listener externally – the listener code assumes it is registered.)</p>
|
||||
|
||||
|
||||
<p><em>TODO: examples in Guice</em></p>
|
||||
|
||||
<p><em>TODO: examples of implementing and registering configurations in Spring and Guice</em></p>
|
||||
|
||||
<p><em>TBS: how we did X before : how we do it using the Framework</em></p>
|
||||
|
||||
<br/>
|
||||
<div class="tabletitle">
|
||||
<a name="attachments">Attachments:</a>
|
||||
</div>
|
||||
|
||||
<div class="greybox" align="left">
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022824/21954867.png">DS2-kernel-diagram.png</a> (image/png)
|
||||
<br/>
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022824/21954866.gif">Kernel Overview.gif</a> (image/gif)
|
||||
<br/>
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022824/21954869.png">Kernel Overview.png</a> (image/png)
|
||||
<br/>
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022824/21954868.png">dspace-services-kernel.png</a> (image/png)
|
||||
<br/>
|
||||
</div>
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
363
dspace/docs/html/DSpace Statistics.html
Normal file
@@ -0,0 +1,363 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : DSpace Statistics</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : DSpace Statistics
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Jan 14, 2011 by <font color="#0050B2">benbosman</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="DSpaceStatistics-DSpaceStatistics"></a>DSpace Statistics</h1>
|
||||
|
||||
<p>DSpace 1.6 and newer versions uses the Apache SOLR application underlying the statistics. SOLR enables performant searching and adding to vast amounts of (usage) data.<br/>
|
||||
Unlike previous versions, enabling statistics in DSpace does not require additional installation or customization. All the necessary software is included.</p>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1295025180569 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1295025180569 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1295025180569 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1295025180569'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#DSpaceStatistics-Whatisexactlybeinglogged%3F'>What is exactly being logged ?</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#DSpaceStatistics-WebuserinterfaceforDSpacestatistics'>Web user interface for DSpace statistics</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.1</span> <a href='#DSpaceStatistics-Homepage'>Home page</a></li>
|
||||
<li><span class='TOCOutline'>2.2</span> <a href='#DSpaceStatistics-Communityhomepage'>Community home page</a></li>
|
||||
<li><span class='TOCOutline'>2.3</span> <a href='#DSpaceStatistics-Collectionhomepage'>Collection home page</a></li>
|
||||
<li><span class='TOCOutline'>2.4</span> <a href='#DSpaceStatistics-Itemhomepage'>Item home page</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#DSpaceStatistics-UsageEventLoggingandUsageStatisticsGathering'>Usage Event Logging and Usage Statistics Gathering</a></li>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#DSpaceStatistics-ConfigurationsettingsforStatistics'>Configuration settings for Statistics</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.1</span> <a href='#DSpaceStatistics-UpgradeProcessforStatistics.'>Upgrade Process for Statistics.</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>5</span> <a href='#DSpaceStatistics-Oldersettingthatarenotrelatedtothenew1.6Statistics'>Older setting that are not related to the new 1.6 Statistics</a></li>
|
||||
<li><span class='TOCOutline'>6</span> <a href='#DSpaceStatistics-StatisticsAdministration'>Statistics Administration</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>6.1</span> <a href='#DSpaceStatistics-ConvertingolderDSpacelogsintoSOLRusagedatahttps%3A%2F%2Fwiki.duraspace.org%2Fdisplay%2FDSDOC%2FSystemAdministration%23SystemAdministrationDSpaceLogConverter'> Converting older DSpace logs into SOLR usage data</a></li>
|
||||
<li><span class='TOCOutline'>6.2</span> <a href='#DSpaceStatistics-StatisticsClientUtilityhttps%3A%2F%2Fwiki.duraspace.org%2Fdisplay%2FDSDOC%2FSystemAdministration%23SystemAdministrationClientStatistics'> Statistics Client Utility</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>7</span> <a href='#DSpaceStatistics-StatisticsdifferencesbetweenDSpace1.6.xand1.7.0'>Statistics differences between DSpace 1.6.x and 1.7.0</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>7.1</span> <a href='#DSpaceStatistics-SOLRoptimizationadded'>SOLR optimization added</a></li>
|
||||
<li><span class='TOCOutline'>7.2</span> <a href='#DSpaceStatistics-SOLRAutocommit'>SOLR Autocommit</a></li>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="DSpaceStatistics-Whatisexactlybeinglogged%3F"></a>What is exactly being logged ?</h2>
|
||||
|
||||
<p>Each time a page or file gets requested, this request is being logged. The logging happens at the server side, and doesn't require a javascript like Google Analytics does, to provide usage data.</p>
|
||||
|
||||
<p>Definition of which fields are to be stored happens in the file dspace/solr/statistics/conf/schema.xml.<br/>
|
||||
Some example fields, that can be stored per usage event, include:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><field name=<span class="code-quote">"type"</span> type=<span class="code-quote">"integer"</span> indexed=<span class="code-quote">"<span class="code-keyword">true</span>"</span> stored=<span class="code-quote">"<span class="code-keyword">true</span>"</span> required=<span class="code-quote">"<span class="code-keyword">true</span>"</span> />
|
||||
<field name=<span class="code-quote">"id"</span> type=<span class="code-quote">"integer"</span> indexed=<span class="code-quote">"<span class="code-keyword">true</span>"</span> stored=<span class="code-quote">"<span class="code-keyword">true</span>"</span> required=<span class="code-quote">"<span class="code-keyword">true</span>"</span> />
|
||||
<field name=<span class="code-quote">"ip"</span> type=<span class="code-quote">"string"</span> indexed=<span class="code-quote">"<span class="code-keyword">true</span>"</span> stored=<span class="code-quote">"<span class="code-keyword">true</span>"</span> required=<span class="code-quote">"<span class="code-keyword">false</span>"</span> />
|
||||
<field name=<span class="code-quote">"time"</span> type=<span class="code-quote">"date"</span> indexed=<span class="code-quote">"<span class="code-keyword">true</span>"</span> stored=<span class="code-quote">"<span class="code-keyword">true</span>"</span> required=<span class="code-quote">"<span class="code-keyword">true</span>"</span> />
|
||||
<field name=<span class="code-quote">"epersonid"</span> type=<span class="code-quote">"integer"</span> indexed=<span class="code-quote">"<span class="code-keyword">true</span>"</span> stored=<span class="code-quote">"<span class="code-keyword">true</span>"</span> required=<span class="code-quote">"<span class="code-keyword">false</span>"</span> />
|
||||
<field name=<span class="code-quote">"country"</span> type=<span class="code-quote">"string"</span> indexed=<span class="code-quote">"<span class="code-keyword">true</span>"</span> stored=<span class="code-quote">"<span class="code-keyword">true</span>"</span> required=<span class="code-quote">"<span class="code-keyword">false</span>"</span> />
|
||||
<field name=<span class="code-quote">"city"</span> type=<span class="code-quote">"string"</span> indexed=<span class="code-quote">"<span class="code-keyword">true</span>"</span> stored=<span class="code-quote">"<span class="code-keyword">true</span>"</span> required=<span class="code-quote">"<span class="code-keyword">false</span>"</span>/>
|
||||
<field name=<span class="code-quote">"owningComm"</span> type=<span class="code-quote">"integer"</span> indexed=<span class="code-quote">"<span class="code-keyword">true</span>"</span> stored=<span class="code-quote">"<span class="code-keyword">true</span>"</span> required=<span class="code-quote">"<span class="code-keyword">false</span>"</span> multiValued=<span class="code-quote">"<span class="code-keyword">true</span>"</span> />
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>The combination of <a href="https://wiki.duraspace.org/display/DSDOC/Business+Logic+Layer#BusinessLogicLayer-Constants">type</a> and id determine which resource (either community, collection, item page or file download) has been requested.</p>
|
||||
|
||||
<h2><a name="DSpaceStatistics-WebuserinterfaceforDSpacestatistics"></a>Web user interface for DSpace statistics</h2>
|
||||
|
||||
<p>In the XMLUI, statistics can be accessed from the lower end of the navigation menu. In the JSPUI, a view statistics button appears on the bottom of pages for which statistics are available.</p>
|
||||
|
||||
<p>If you are not seeing these links or buttons, it's likely that they are only enabled for administrators in your installation. Change the configuration parameter "statistics.item.authorization.admin" to false in order to make statistics visible for all repository visitors.</p>
|
||||
|
||||
<h3><a name="DSpaceStatistics-Homepage"></a>Home page</h3>
|
||||
|
||||
<p>Starting from the repository homepage, the statistics page displays the top 10 most popular items of the entire repository.</p>
|
||||
|
||||
<h3><a name="DSpaceStatistics-Communityhomepage"></a>Community home page</h3>
|
||||
|
||||
<p>The following statistics are available for the community home pages:</p>
|
||||
<ul>
|
||||
<li>Total visits of the current community home page</li>
|
||||
<li>Visits of the community home page over a timespan of the last 7 months</li>
|
||||
<li>Top 10 country from where the visits originate</li>
|
||||
<li>Top 10 cities from where the visits originate</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="DSpaceStatistics-Collectionhomepage"></a>Collection home page</h3>
|
||||
|
||||
<p>The following statistics are available for the collection home pages:</p>
|
||||
<ul>
|
||||
<li>Total visits of the current collection home page</li>
|
||||
<li>Visits of the collection home over a timespan of the last 7 months</li>
|
||||
<li>Top 10 country from where the visits originate</li>
|
||||
<li>Top 10 cities from where the visits originate</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="DSpaceStatistics-Itemhomepage"></a>Item home page</h3>
|
||||
|
||||
<p>The following statistics are available for the item home pages:</p>
|
||||
<ul>
|
||||
<li>Total visits of the item</li>
|
||||
<li>Total visits for the bitstreams attached to the item</li>
|
||||
<li>Visits of the item over a timespan of the last 7 months</li>
|
||||
<li>Top 10 country views from where the visits originate</li>
|
||||
<li>Top 10 cities from where the visits originate</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="DSpaceStatistics-UsageEventLoggingandUsageStatisticsGathering"></a>Usage Event Logging and Usage Statistics Gathering</h2>
|
||||
|
||||
<p>The DSpace Statistics Implementation is a Client/Server architecture based on Solr for collecting usage events in the JSPUI and XMLUI user interface applications of DSpace. Solr runs as a separate webapplication and an instance of Apache Http Client is utilized to allow parallel requests to log statistics events into this Solr instance. </p>
|
||||
|
||||
<h2><a name="DSpaceStatistics-ConfigurationsettingsforStatistics"></a>Configuration settings for Statistics</h2>
|
||||
|
||||
<p>In the dspace.cfg file review the following fields to make sure they are uncommented:</p>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.log.server </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.log.server = <a href="http://127.0.0.1/solr/statistics">http://127.0.0.1/solr/statistics</a> <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Is used by the SolrLogger Client class to connect to the Solr server over http and perform updates and queries. In most cases, this can (and should) be set to localhost (or 127.0.0.1). <br class="atl-forced-newline" />
|
||||
<br class="atl-forced-newline" />
|
||||
To determine the correct path, you can use a tool like <tt>wget</tt> to see where Solr is responding on your server. For example, you'd want to send a query to Solr like the following: <br class="atl-forced-newline" />
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">wget http:<span class="code-comment">//127.0.0.1/solr/statistics/select?q=*:*</span></pre>
|
||||
</div></div>
|
||||
<p>Assuming you get an HTTP 200 OK response, then you should set <tt>solr.log.server</tt> to the '/statistics' URL of 'http://127.0.0.1/solr/statistics' (essentially removing the "/select?q=<b>:</b>" query off the end of the responding URL.) </p></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.spiderips.urls <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.spiderips.urls =
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">http:<span class="code-comment">//iplists.com/google.txt, \
|
||||
</span>http:<span class="code-comment">//iplists.com/inktomi.txt, \
|
||||
</span>http:<span class="code-comment">//iplists.com/lycos.txt, \
|
||||
</span>http:<span class="code-comment">//iplists.com/infoseek.txt, \
|
||||
</span>http:<span class="code-comment">//iplists.com/altavista.txt, \
|
||||
</span>http:<span class="code-comment">//iplists.com/excite.txt, \
|
||||
</span>http:<span class="code-comment">//iplists.com/misc.txt, \
|
||||
</span>http:<span class="code-comment">//iplists.com/non_engines.txt</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p> <br class="atl-forced-newline" /> </p></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> List of URLs to download spiders files into [dspace]/config/spiders. These files contain lists of known spider IPs and are utilized by the SolrLogger to flag usage events with an "isBot" field, or ignore them entirely. <br class="atl-forced-newline" />
|
||||
<br class="atl-forced-newline" />
|
||||
The "stats-util" command can be used to force an update of spider files, regenerate "isBot" fields on indexed events, and delete spiders from the index. For usage, run: <br class="atl-forced-newline" />
|
||||
<br class="atl-forced-newline" />
|
||||
<br class="atl-forced-newline" />
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">dspace stats-util -h
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>from your [dspace]/bin directory <br class="atl-forced-newline" /> </p></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.dbfile <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.dbfile = ${dspace.dir}/config/GeoLiteCity.dat <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> The following referes to the GeoLiteCity database file utilized by the LocationUtils to calculate the location of client requests based on IP address. During the Ant build process (both fresh_install and update) this file will be downloaded from <a href="http://www.maxmind.com/app/geolitecity">http://www.maxmind.com/app/geolitecity</a> if a new version has been published or it is absent from your [dspace]/config directory. <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.resolver.timeout <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.resolver.timeout = 200 <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Timeout in milliseconds for DNS resolution of origin hosts/IPs. Setting this value too high may result in solr exhausting your connection pool. <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> useProxies <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> useProxies = true <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Will cause Statistics logging to look for X-Forward URI to detect clients IP that have accessed it through a Proxy service (e.g. the Apache mod_proxy). Allows detection of client IP when accessing DSpace. [Note: This setting is found in the DSpace Logging section of dspace.cfg] <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> statistics.item.authorization.admin <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> statistics.item.authorization.admin = true <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> When set to true, only general administrators, collection and community administrators are able to access the statistics from the web user interface. As a result, the links to access statistics are hidden for non logged-in admin users. Setting this property to "false" will display the links to access statistics to anyone, making them publicly available. <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.statistics.logBots <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.statistics.logBots = true <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> When this property is set to false, and IP is detected as a spider, the event is not logged. <br class="atl-forced-newline" />
|
||||
When this property is set to true, the event will be logged with the "isBot" field set to true. <br class="atl-forced-newline" />
|
||||
(see solr.statistics.query.filter.* for query filter options) <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.statistics.query.filter.spiderIp <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.statistics.query.filter.spiderIp = false <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> If true, statistics queries will filter out spider IPs -- use with caution, as this often results in extremely long query strings. <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.statistics.query.filter.isBot <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.statistics.query.filter.isBot = true <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> If true, statistics queries will filter out events flagged with the "isBot" field. This is the recommended method of filtering spiders from statistics. <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<h3><a name="DSpaceStatistics-UpgradeProcessforStatistics."></a>Upgrade Process for Statistics.</h3>
|
||||
|
||||
<p>Example of rebuild and redeploy DSpace (only if you have configured your distribution in this manner)</p>
|
||||
|
||||
<p>First approach the traditional DSpace build process for updating</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> cd [dspace-source]/dspace
|
||||
mvn <span class="code-keyword">package</span>
|
||||
cd [dspace-source]/dspace/target/dspace-<version>-build.dir
|
||||
ant -Dconfig=[dspace]/config/dspace.cfg update
|
||||
cp -R [dspace]/webapps/* [TOMCAT]/webapps
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>The last step is only used if you are not mounting <em>[dspace]/webapps</em> directly into your Tomcat, Resin or Jetty host (the recommended practice)If you only need to build the statistics, and don't make any changes to other web applications, you can replace the copy step above with:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> cp -R dspace/webapps/solr TOMCAT/webapps
|
||||
</pre>
|
||||
</div></div>
|
||||
<p><em>Again, only if you are not mounting [dspace]/webapps directly into your Tomcat, Resin or Jetty host (the recommended practice)</em></p>
|
||||
|
||||
<p>Restart your webapps (Tomcat/Jetty/Resin)</p>
|
||||
|
||||
<h2><a name="DSpaceStatistics-Oldersettingthatarenotrelatedtothenew1.6Statistics"></a>Older setting that are not related to the new 1.6 Statistics</h2>
|
||||
|
||||
<p>The following Dspace.cfg fields are only applicable to the older statistics solution.</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> ###### Statistical Report Configuration Settings ######
|
||||
|
||||
# should the stats be publicly available? should be set to <span class="code-keyword">false</span> <span class="code-keyword">if</span> you only
|
||||
# want administrators to access the stats, or you <span class="code-keyword">do</span> not intend to generate
|
||||
# any
|
||||
report.<span class="code-keyword">public</span> = <span class="code-keyword">false</span>
|
||||
|
||||
# directory where live reports are stored
|
||||
report.dir = ${dspace.dir}/reports/
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>These fields are not used by the new 1.6 Statistics, but are only related to the Statistics from previous DSpace releases</p>
|
||||
|
||||
<h2><a name="DSpaceStatistics-StatisticsAdministration"></a>Statistics Administration</h2>
|
||||
|
||||
<h3><a name="DSpaceStatistics-ConvertingolderDSpacelogsintoSOLRusagedatahttps%3A%2F%2Fwiki.duraspace.org%2Fdisplay%2FDSDOC%2FSystemAdministration%23SystemAdministrationDSpaceLogConverter"></a><a href="https://wiki.duraspace.org/display/DSDOC/System+Administration#SystemAdministration-DSpaceLogConverter">Converting older DSpace logs into SOLR usage data</a></h3>
|
||||
|
||||
<p>If you have upgraded from a previous version of DSpace, converting older log files ensures that you carry over older usage stats from before the upgrade.</p>
|
||||
|
||||
<h3><a name="DSpaceStatistics-StatisticsClientUtilityhttps%3A%2F%2Fwiki.duraspace.org%2Fdisplay%2FDSDOC%2FSystemAdministration%23SystemAdministrationClientStatistics"></a><a href="https://wiki.duraspace.org/display/DSDOC/System+Administration#SystemAdministration-ClientStatistics">Statistics Client Utility</a></h3>
|
||||
|
||||
<p>The command line interface (CLI) scripts can be used to clean the usage database from additional spider traffic and other maintenance tasks.</p>
|
||||
|
||||
<h2><a name="DSpaceStatistics-StatisticsdifferencesbetweenDSpace1.6.xand1.7.0"></a>Statistics differences between DSpace 1.6.x and 1.7.0</h2>
|
||||
|
||||
<h3><a name="DSpaceStatistics-SOLRoptimizationadded"></a>SOLR optimization added</h3>
|
||||
|
||||
<p>If required, the solr server can be optimized by running</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">{dspace.dir}/bin/stats-util -o
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>. More information on how these solr server optimizations work can be found here: <a href="http://wiki.apache.org/solr/SolrPerformanceFactors#Optimization_Considerations">http://wiki.apache.org/solr/SolrPerformanceFactors#Optimization_Considerations</a>.</p>
|
||||
|
||||
<h3><a name="DSpaceStatistics-SOLRAutocommit"></a>SOLR Autocommit</h3>
|
||||
|
||||
<p>In DSpace 1.6.x, each solr event was committed to the solr server individually. For high load DSpace installations, this would result in a huge load of small solr commits resulting in a very high load on the solr server.<br/>
|
||||
This has been resolved in dspace 1.7 by only committing usage events to the solr server every 15 minutes. This will result in a delay of the storage of a usage event of maximum 15 minutes. If required, this value can be altered by changing the maxTime property in the</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">{dspace.dir}/solr/statistics/conf/solrconfig.xml.
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
38
dspace/docs/html/DSpace System Documentation.html
Normal file
@@ -0,0 +1,38 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : DSpace System Documentation</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : DSpace System Documentation
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Dec 16, 2010 by <font color="#0050B2">tdonohue</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="DSpaceSystemDocumentation-TheDSpaceSystemDocumentation"></a>The DSpace System Documentation</h1>
|
||||
<ul><li><a href="Preface.html" title="Preface">Preface</a></li><li><a href="Introduction.html" title="Introduction">Introduction</a></li><li><a href="Functional Overview.html" title="Functional Overview">Functional Overview</a></li><li><a href="Installation.html" title="Installation">Installation</a></li><li><a href="Upgrading a DSpace Installation.html" title="Upgrading a DSpace Installation">Upgrading a DSpace Installation</a></li><li><a href="Configuration.html" title="Configuration">Configuration</a><ul><li><a href="Discovery.html" title="Discovery">Discovery</a></li><li><a href="DSpace Statistics.html" title="DSpace Statistics">DSpace Statistics</a></li><li><a href="Embargo.html" title="Embargo">Embargo</a></li><li><a href="Google Scholar Metadata Mappings.html" title="Google Scholar Metadata Mappings">Google Scholar Metadata Mappings</a></li></ul></li><li><a href="JSPUI Configuration and Customization.html" title="JSPUI Configuration and Customization">JSPUI Configuration and Customization</a></li><li><a href="XMLUI Configuration and Customization.html" title="XMLUI Configuration and Customization">XMLUI Configuration and Customization</a><ul><li><a href="Mirage Configuration and Customization.html" title="Mirage Configuration and Customization">Mirage Configuration and Customization</a></li><li><a href="XMLUI Base Theme Templates (dri2xhtml).html" title="XMLUI Base Theme Templates (dri2xhtml)">XMLUI Base Theme Templates (dri2xhtml)</a></li></ul></li><li><a href="System Administration.html" title="System Administration">System Administration</a><ul><li><a href="AIP Backup and Restore.html" title="AIP Backup and Restore">AIP Backup and Restore</a><ul><li><a href="DSpace AIP Format.html" title="DSpace AIP Format">DSpace AIP Format</a></li></ul></li><li><a href="Curation System.html" title="Curation System">Curation System</a></li></ul></li><li><a href="Directories.html" title="Directories">Directories</a></li><li><a href="Architecture.html" title="Architecture">Architecture</a><ul><li><a href="Application Layer.html" title="Application Layer">Application Layer</a></li><li><a href="Business Logic Layer.html" title="Business Logic Layer">Business Logic Layer</a></li><li><a href="DSpace Services Framework.html" title="DSpace Services Framework">DSpace Services Framework</a></li><li><a href="Storage Layer.html" title="Storage Layer">Storage Layer</a></li></ul></li><li><a href="Submission User Interface.html" title="Submission User Interface">Submission User Interface</a></li><li><a href="DRI Schema Reference.html" title="DRI Schema Reference">DRI Schema Reference</a></li><li><a href="Appendices.html" title="Appendices">Appendices</a><ul><li><a href="Appendix A.html" title="Appendix A">Appendix A</a></li></ul></li><li><a href="History.html" title="History">History</a></li></ul>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
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|
||||
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|
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|
||||
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|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Directories</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
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|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Directories
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Feb 17, 2011 by <font color="#0050B2">helix84</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="Directories-DSpaceSystemDocumentation%3ADirectoriesandFiles"></a>DSpace System Documentation: Directories and Files</h1>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1297951565554 {margin-left: 0px;padding: 0px;}
|
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|
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|
||||
|
||||
/*]]>*/</style><div class='rbtoc1297951565554'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#Directories-Overview'>Overview</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#Directories-SourceDirectoryLayout'>Source Directory Layout</a></li>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#Directories-InstalledDirectoryLayout'>Installed Directory Layout</a></li>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#Directories-ContentsofJSPUIWebApplication'>Contents of JSPUI Web Application</a></li>
|
||||
<li><span class='TOCOutline'>5</span> <a href='#Directories-ContentsofXMLUIWebApplication%28akaManakin%29'>Contents of XMLUI Web Application (aka Manakin)</a></li>
|
||||
<li><span class='TOCOutline'>6</span> <a href='#Directories-LogFiles'>Log Files</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>6.1</span> <a href='#Directories-log4j.propertiesFile.'>log4j.properties File.</a></li>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="Directories-Overview"></a>Overview</h2>
|
||||
|
||||
<p>A complete DSpace installation consists of three separate directory trees:</p>
|
||||
|
||||
<ul>
|
||||
<li><b>The source directory:</b>: This is where (surprise!) the source code lives. Note that the config files here are used only during the initial install process. After the install, config files should be changed in the install directory. It is referred to in this document as <em>[dspace-source]</em>.</li>
|
||||
<li><b>The install directory:</b>: This directory is populated during the install process and also by DSpace as it runs. It contains config files, command-line tools (and the libraries necessary to run them), and usually -- although not necessarily -- the contents of the DSpace archive (depending on how DSpace is configured). After the initial build and install, changes to config files should be made in this directory. It is referred to in this document as <em>[dspace]</em>.</li>
|
||||
<li><b>The web deployment directory:</b>: This directory is generated by the web server the first time it finds a dspace.war file in its webapps directory. It contains the unpacked contents of dspace.war, i.e. the JSPs and java classes and libraries necessary to run DSpace. Files in this directory should never be edited directly; if you wish to modify your DSpace installation, you should edit files in the source directory and then rebuild. The contents of this directory aren't listed here since its creation is completely automatic. It is usually referred to in this document as <em>[tomcat]/webapps/dspace</em>.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="Directories-SourceDirectoryLayout"></a>Source Directory Layout</h2>
|
||||
|
||||
<ul>
|
||||
<li><em>[dspace-source]</em>
|
||||
<ul>
|
||||
<li><em>dspace/</em> - Directory which contains all build and configuration information for DSpace
|
||||
<ul>
|
||||
<li><em>CHANGES</em> - Detailed list of code changes between versions.</li>
|
||||
<li><em>KNOWN_BUGS</em> - Known bugs in the current version.</li>
|
||||
<li><em>LICENSE</em> - DSpace source code license.</li>
|
||||
<li><em>README</em> - Obligatory basic information file.</li>
|
||||
<li><em>bin/</em> - Some shell and Perl scripts for running DSpace command-line tasks.</li>
|
||||
<li><em>config/</em> - Configuration files:
|
||||
<ul>
|
||||
<li><em>controlled-vocabularies/</em> - Fixed, limited vocabularies used in metadata entry</li>
|
||||
<li><em>crosswalks/</em> - Metadata crosswalks - property files or XSL stylesheets</li>
|
||||
<li><em>dspace.cfg</em> - The Main DSpace configuration file (You will need to edit this).</li>
|
||||
<li><em>dc2mods.cfg</em> - Mappings from Dublin Core metadata to <a href="http://www.loc.gov/standards/mods/" title="MODS">MODS</a> for the METS export.</li>
|
||||
<li><em>default.license</em> - The default license that users must grant when submitting items.</li>
|
||||
<li><em>dstat.cfg</em> , <em>dstat.map</em> - Configuration for statistical reports.</li>
|
||||
<li><em>input-forms.xml</em> - Submission UI metadata field configuration.</li>
|
||||
<li><em>news-side.html</em> - Text of the front-page news in the sidebar, only used in JSPUI.</li>
|
||||
<li><em>news-top.html</em> - Text of the front-page news in the top box, only used in teh JSPUI.</li>
|
||||
<li><em>emails/</em> - Text and layout templates for emails sent out by the system.</li>
|
||||
<li><em>registries/</em> - <b>Initial</b> contents of the bitstream format registry and Dublin Core element/qualifier registry. These are only used on initial system setup, after which they are maintained in the database.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><em>docs/</em> - DSpace system documentation. The technical documentation for functionality, installation, configuration, etc.</li>
|
||||
<li><em>etc/</em> -<br/>
|
||||
This directory contains administrative files needed for the install process and by developers, mostly database initialization and upgrade scripts. Any <em>.xml</em> files in <em>etc/</em> are common to all supported database systems.
|
||||
<ul>
|
||||
<li><em>postgres/</em> - Versions of the database schema and updater SQL scripts for PostgreSQL.</li>
|
||||
<li><em>oracle/</em> - Versions of the database schema and updater SQL scripts for Oracle.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><em>modules/</em> - The Web UI modules "overlay" directory. DSpace uses Maven to automatically look here for any customizations you wish to make to DSpace Web interfaces.
|
||||
<ul>
|
||||
<li><em>jspui</em> - Contains all customizations for the JSP User Interface.
|
||||
<ul>
|
||||
<li><em>src/main/resources/</em> - The overlay for JSPUI <em>Resources.</em> This is the location to place any custom Messages.properties files. <em>(Previously this file had been stored at: _[dspace-source]/config/language-packs/Messages.properties</em>_</li>
|
||||
<li><em>src/main/webapp/</em> - The overlay for JSPUI Web Application. This is the location to place any custom JSPs to be used by DSpace.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><em>lni</em> - Contains all customizations for the Lightweight Network Interface.</li>
|
||||
<li><em>oai</em> - Contains all customizations for the OAI-PMH Interface.</li>
|
||||
<li><em>sword</em> - Contains all customizations for the SWORD (Simple Web-service Offering Repository Deposit) Interface.</li>
|
||||
<li><em>xmlui</em> - Contains all customizations for the XML User Interface (aka Manakin).
|
||||
<ul>
|
||||
<li><em>src/main/webapp/</em> - The overlay for XMLUI Web Application. This is the location to place custom Themes or Configurations.
|
||||
<ul>
|
||||
<li><em>i18n/</em> - The location to place a custom version of the XMLUI's messages.xml (You have to manually create this folder)</li>
|
||||
<li><em>themes/</em> - The location to place custom Themes for the XMLUI (You have to manually create this folder).</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><em>src/</em> - Maven configurations for DSpace System. This directory contains the Maven and Ant build files for DSpace.</li>
|
||||
<li><em>target/</em> - (Only exists after building DSpace) This is the location Maven uses to build your DSpace installation package.
|
||||
<ul>
|
||||
<li><em>dspace-[version].dir</em> - The location of the DSpace Installation Package (which can then be installed by running <em>ant update</em>)</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="Directories-InstalledDirectoryLayout"></a>Installed Directory Layout</h2>
|
||||
|
||||
<p>Below is the basic layout of a DSpace installation using the default configuration. These paths can be configured if necessary.</p>
|
||||
|
||||
<ul>
|
||||
<li><em>[dspace]</em>
|
||||
<ul>
|
||||
<li><em>assetstore/</em> - asset store files</li>
|
||||
<li><em>bin/</em> - shell and Perl scripts</li>
|
||||
<li><em>config/</em> - configuration, with sub-directories as above</li>
|
||||
<li><em>handle-server/</em> - Handles server files</li>
|
||||
<li><em>history/</em> - stored history files (generally RDF/XML)</li>
|
||||
<li><em>lib/</em> - JARs, including dspace.jar, containing the DSpace classes</li>
|
||||
<li><em>log/</em> - Log files</li>
|
||||
<li><em>reports/</em> - Reports generated by statistical report generator</li>
|
||||
<li><em>search/</em> - Lucene search index files</li>
|
||||
<li><em>upload/</em> - temporary directory used during file uploads etc.</li>
|
||||
<li><em>webapps/</em> - location where DSpace installs all Web Applications</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="Directories-ContentsofJSPUIWebApplication"></a>Contents of JSPUI Web Application</h2>
|
||||
|
||||
<p>DSpace's Ant build file creates a <em>dspace-jspui-webapp/</em> directory with the following structure:</p>
|
||||
|
||||
<ul>
|
||||
<li>(top level dir)
|
||||
<ul>
|
||||
<li>The JSPs</li>
|
||||
<li><em>WEB-INF/</em>
|
||||
<ul>
|
||||
<li><em>web.xml</em> - DSpace JSPUI Web Application configuration and Servlet mappings</li>
|
||||
<li><em>dspace-tags.tld</em> - DSpace custom tag descriptor</li>
|
||||
<li><em>fmt.tld</em> - JSTL message format tag descriptor, for internationalization</li>
|
||||
<li><em>lib/</em> - All the third-party JARs and pre-compiled DSpace API JARs needed to run JSPUI</li>
|
||||
<li><em>classes/</em> - Any additional necessary class files</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="Directories-ContentsofXMLUIWebApplication%28akaManakin%29"></a>Contents of XMLUI Web Application (aka Manakin)</h2>
|
||||
|
||||
<p>DSpace's Ant build file creates a <em>dspace-xmlui-webapp/</em> directory with the following structure:</p>
|
||||
|
||||
<ul>
|
||||
<li>(top level dir)
|
||||
<ul>
|
||||
<li><em>aspects/</em> - Contains overarching Aspect Generator config and Prototype DRI (Digital Repository Interface) document for Manakin.</li>
|
||||
<li><em>i18n/</em> - Internationalization / Multilingual support. Contains the <em>messages.xml</em> English language pack by default.</li>
|
||||
<li><em>themes/</em> - Contains all out-of-the-box Manakin themes
|
||||
<ul>
|
||||
<li><em>Classic/</em> - The classic theme, which makes the XMLUI look like classic DSpace</li>
|
||||
<li><em>Kubrick/</em> - The Kubrick theme</li>
|
||||
<li><em>Mirage/</em> - The Mirage theme (see <a href="Mirage Configuration and Customization.html" title="Mirage Configuration and Customization">Mirage Configuration and Customization</a>)</li>
|
||||
<li><em>Reference/</em> - The default reference theme for XMLUI</li>
|
||||
<li><em>dri2xhtml/</em> - The base theme template, which converts XMLUI DRI (Digital Repository Interface) format into XHTML for display. See <a href="XMLUI Base Theme Templates (dri2xhtml).html" title="XMLUI Base Theme Templates (dri2xhtml)">XMLUI Base Theme Templates (dri2xhtml)</a> for more details.</li>
|
||||
<li><em>dri2xhtml-alt/</em> - The alternative theme template (used by Mirage Theme), which also converts XMLUI DRI (Digital Repository Interface) format into XHTML for display. See <a href="XMLUI Base Theme Templates (dri2xhtml).html" title="XMLUI Base Theme Templates (dri2xhtml)">XMLUI Base Theme Templates (dri2xhtml)</a> for more details.</li>
|
||||
<li><em>template/</em> - An empty theme template...useful as a starting point for your own custom theme(s)</li>
|
||||
<li><em>dri2xhtml.xsl</em> - The DRI-to-XHTML XSL Stylesheet. Uses the above 'dri2xhtml' theme to generate XHTML</li>
|
||||
<li><em>themes.xmap</em> - The Theme configuration file. It determines which theme(s) are used by XMLUI</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><em>WEB-INF/</em>
|
||||
<ul>
|
||||
<li><em>lib/</em> - All the third-party JARs and pre-compiled DSpace JARs needed to run XMLUI</li>
|
||||
<li><em>classes/</em> - Any additional necessary class files</li>
|
||||
<li><em>cocoon.xconf</em> - XMLUI's Apache Cocoon configuration</li>
|
||||
<li><em>logkit.xconf</em> - XMLUI's Apache Cocoon Logging configuration</li>
|
||||
<li><em>web.xml</em> - XMLUI Web Application configuration and Servlet mappings</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="Directories-LogFiles"></a>Log Files</h2>
|
||||
|
||||
<p>The first source of potential confusion is the log files. Since DSpace uses a number of third-party tools, problems can occur in a variety of places. Below is a table listing the main log files used in a typical DSpace setup. The locations given are defaults, and might be different for your system depending on where you installed DSpace and the third-party tools. The ordering of the list is roughly the recommended order for searching them for the details about a particular problem or error.</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Log File</b> </td>
|
||||
<td class='confluenceTd'> <b>What's In It</b> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace]/log/dspace.log.yyyy-mm-dd</em> </td>
|
||||
<td class='confluenceTd'> Main DSpace log file. This is where the DSpace code writes a simple log of events and errors that occur within the DSpace code. You can control the verbosity of this by editing the <em>[dspace-source]/config/templates/log4j.properties</em> file and then running "<em>ant init_configs</em>". </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace]/log/cocoon.log.yyyy-mm-dd</em> </td>
|
||||
<td class='confluenceTd'> Apache Cocoon log file for the XMLUI. This is where the DSpace XMLUI logs all of its events and errors. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[tomcat]/logs/catalina.out</em> </td>
|
||||
<td class='confluenceTd'> This is where Tomcat's standard output is written. Many errors that occur within the Tomcat code are logged here. For example, if Tomcat can't find the DSpace code (<em>dspace.jar</em>), it would be logged in <em>catalina.out</em>. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[tomcat]/logs/hostname_log.yyyy-mm-dd.txt</em> </td>
|
||||
<td class='confluenceTd'> If you're running Tomcat stand-alone (without Apache), it logs some information and errors for specific Web applications to this log file. <em>hostname</em> will be your host name (e.g. <em>dspace.myu.edu</em>) and <em>yyyy-mm-dd</em> will be the date. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[tomcat]/logs/apache_log.yyyy-mm-dd.txt</em> </td>
|
||||
<td class='confluenceTd'> If you're using Apache, Tomcat logs information about Web applications running through Apache (<em>mod_webapp</em>) in this log file (<em>yyyy-mm-dd</em> being the date.) </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[apache]/error_log</em> </td>
|
||||
<td class='confluenceTd'> Apache logs to this file. If there is a problem with getting <em>mod_webapp</em> working, this is a good place to look for clues. Apache also writes to several other log files, though <em>error_log</em> tends to contain the most useful information for tracking down problems. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace]/log/handle-plug.log</em> </td>
|
||||
<td class='confluenceTd'> The Handle server runs as a separate process from the DSpace Web UI (which runs under Tomcat's JVM). Due to a limitation of log4j's 'rolling file appenders', the DSpace code running in the Handle server's JVM must use a separate log file. The DSpace code that is run as part of a Handle resolution request writes log information to this file. You can control the verbosity of this by editing <em>[dspace-source]/config/templates/log4j-handle-plugin.properties</em>. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace]/log/handle-server.log</em> </td>
|
||||
<td class='confluenceTd'> This is the log file for CNRI's Handle server code. If a problem occurs within the Handle server code, before DSpace's plug-in is invoked, this is where it may be logged. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[dspace]/handle-server/error.log</em> </td>
|
||||
<td class='confluenceTd'> On the other hand, a problem with CNRI's Handle server code might be logged here. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>PostgreSQL log</em> </td>
|
||||
<td class='confluenceTd'> PostgreSQL also writes a log file. This one doesn't seem to have a default location, you probably had to specify it yourself at some point during installation. In general, this log file rarely contains pertinent information--PostgreSQL is pretty stable, you're more likely to encounter problems with connecting via JDBC, and these problems will be logged in <em>dspace.log</em>. </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<h3><a name="Directories-log4j.propertiesFile."></a>log4j.properties File.</h3>
|
||||
|
||||
<p>the file <em>[dspace]/config/log4j.properties</em> controls how and where log files are created. There are three sets of configurations in that file, called A1, A2, and A3. These are used to control the logs for DSpace, the checksum checker, and the XMLUI respectively. The important settings in this file are:</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">log4j.rootCategory=INFO,A
|
||||
log4j.logger.org.dspace=INFO,A1</pre>
|
||||
</div></div> </td>
|
||||
<td class='confluenceTd'> These lines control what level of logging takes place. Normally they should be set to INFO, but if you need to see more information in the logs, set them to DEBUG and restart your web server </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>log4j.appender.A1=org.dspace.app.util.DailyFileAppender</em> </td>
|
||||
<td class='confluenceTd'> This is the name of the log file creation method used. The DailyFileAppender creates a new date-stamped file every day or month. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>log4j.appender.A1.File=${log.dir}/dspace.log</em> </td>
|
||||
<td class='confluenceTd'> This sets the filename and location of where the log file will be stored. It iwll have a date stamp appended to the file name. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>log4j.appender.A1.DatePattern=yyy-MM-DD</em> </td>
|
||||
<td class='confluenceTd'> This defines the format for the date stamp that is appended to the log file names. If you wish to have log files created monthly instead of daily, change this to <em>yyyy-MM</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>log4j.appender.A1.MaxLogs=0</em> </td>
|
||||
<td class='confluenceTd'> This defines how many log files will be created. You may wish to define a retention period for log files. If you set this to 365, logs older than a year will be deleted. By default this is set to 0 so that no logs are ever deleted. Ensure that you monitor the disk space used by the logs to make sure that you have enough space for them. It is often important to keep the log files for a long time in case you want to rebuild your statistics. </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
406
dspace/docs/html/Discovery.html
Normal file
@@ -0,0 +1,406 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Discovery</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Discovery
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Dec 16, 2010 by <font color="#0050B2">bram</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="Discovery-DSpaceDiscovery"></a>DSpace Discovery</h1>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1292517822148 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1292517822148 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1292517822148 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1292517822148'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#Discovery-IntroductionVideo'> Introduction Video</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#Discovery-UsageGuidelines'>Usage Guidelines</a></li>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#Discovery-InstructionsforenablingDiscoveryinDSpace1.7.0'>Instructions for enabling Discovery in DSpace 1.7.0</a></li>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#Discovery-InstructionsforConfiguringDiscovery'>Instructions for Configuring Discovery</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.1</span> <a href='#Discovery-ConfiguringFacetsthatareExposedforSearchResults'>Configuring Facets that are Exposed for Search Results</a></li>
|
||||
<li><span class='TOCOutline'>4.2</span> <a href='#Discovery-AdvancedConfigurationinSolr'>Advanced Configuration in Solr</a></li>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="Discovery-IntroductionVideo"></a><a href="http://www.youtube.com/v/abRSXTUEwws">Introduction Video</a></h2>
|
||||
|
||||
<h2><a name="Discovery-UsageGuidelines"></a>Usage Guidelines</h2>
|
||||
|
||||
<p>The Discovery Module enables faceted searching for your repository.</p>
|
||||
|
||||
<p>In a faceted search, a user can filter what they are looking for by grouping entries into a facet, and drill down to find the content they are interested in. <br/>
|
||||
So instead of user searching: [ wetland + "dc.author=Mitsch, William J" + dc.subject="water quality" ], they can instead do their initial search, [ wetland ], and then filter the results by attributes.</p>
|
||||
|
||||
<p>Although these techniques are new in DSpace, they might feel familiar from other platforms like Aquabroser or Amazon, where facets help you to select the right product according to facets like price and brand. DSpace Discovery offers very powerful browse and search configurations that were only possible with code customization in the past.</p>
|
||||
|
||||
<h2><a name="Discovery-InstructionsforenablingDiscoveryinDSpace1.7.0"></a>Instructions for enabling Discovery in DSpace 1.7.0</h2>
|
||||
|
||||
<p>As with any upgrade procedure, it is highly recommend that you backup your existing data thoroughly. This includes cases where upgrading DSpace from 1.6.2 to 1.7.0. Although upgrades in versions of Solr/Lucene do tend to be forwards compatible for the data stored in the Lucene index, it is always a best practice to backup your dspace.dir/solr/statistics cores to assure no data is lost.</p>
|
||||
|
||||
|
||||
<ol>
|
||||
<li>Enable the Discovery Aspects in the XMLUI by changing the following settings in config/xmlui.xconf
|
||||
<ol>
|
||||
<li>Comment out: SearchArtifacts</li>
|
||||
<li>Uncomment: Discovery
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-xml"><span class="code-tag"><xmlui></span>
|
||||
<span class="code-tag"><aspects></span>
|
||||
<span class="code-tag"><aspect name=<span class="code-quote">"Artifact Browser"</span> path=<span class="code-quote">"resource://aspects/ArtifactBrowser/"</span> /></span>
|
||||
<span class="code-tag"><aspect name=<span class="code-quote">"Browsing Artifacts"</span> path=<span class="code-quote">"resource://aspects/BrowseArtifacts/"</span> /></span>
|
||||
<span class="code-tag"><span class="code-comment"><!--<aspect name=<span class="code-quote">"Searching Artifacts"</span> path=<span class="code-quote">"resource://aspects/SearchArtifacts/"</span> /></span>--></span>
|
||||
<span class="code-tag"><aspect name=<span class="code-quote">"Administration"</span> path=<span class="code-quote">"resource://aspects/Administrative/"</span> /></span>
|
||||
<span class="code-tag"><aspect name=<span class="code-quote">"E-Person"</span> path=<span class="code-quote">"resource://aspects/EPerson/"</span> /></span>
|
||||
<span class="code-tag"><aspect name=<span class="code-quote">"Submission and Workflow"</span> path=<span class="code-quote">"resource://aspects/Submission/"</span> /></span>
|
||||
<span class="code-tag"><aspect name=<span class="code-quote">"Statistics"</span> path=<span class="code-quote">"resource://aspects/Statistics/"</span> /></span>
|
||||
|
||||
<!--
|
||||
To enable Discovery, uncomment this Aspect that will enable it
|
||||
within your existing XMLUI
|
||||
Also make sure to comment the SearchArtifacts aspect
|
||||
as leaving it on together with discovery will cause UI overlap issues-->
|
||||
<span class="code-tag"><aspect name=<span class="code-quote">"Discovery"</span> path=<span class="code-quote">"resource://aspects/Discovery/"</span> /></span>
|
||||
|
||||
|
||||
<!--
|
||||
This aspect tests the various possible DRI features,
|
||||
it helps a theme developer create themes
|
||||
-->
|
||||
<span class="code-tag"><span class="code-comment"><!-- <aspect name=<span class="code-quote">"XML Tests"</span> path=<span class="code-quote">"resource://aspects/XMLTest/"</span>/></span> --></span>
|
||||
<span class="code-tag"></aspects></span>
|
||||
</pre>
|
||||
</div></div></li>
|
||||
</ol>
|
||||
</li>
|
||||
<li>Enable the Discovery Indexing Consumer that will update Discovery Indexes on changes to content in XMLUI, JSPUI, SWORD, and LNI in config/dspace.cfg
|
||||
<ol>
|
||||
<li>Add discovery to the list of event.dispatcher.default.consumers</li>
|
||||
<li>Change recent.submissions.count to zero
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">#### Event <span class="code-object">System</span> Configuration ####
|
||||
|
||||
# <span class="code-keyword">default</span> synchronous dispatcher (same behavior as traditional DSpace)
|
||||
event.dispatcher.<span class="code-keyword">default</span>.class = org.dspace.event.BasicDispatcher
|
||||
#event.dispatcher.<span class="code-keyword">default</span>.consumers = search, browse, eperson, harvester
|
||||
event.dispatcher.<span class="code-keyword">default</span>.consumers = search, browse, discovery, eperson, harvester
|
||||
|
||||
#Put the recent submissions count to 0 so that discovery can use it's recent submissions,
|
||||
# not doing <span class="code-keyword">this</span> when discovery is enabled will cause UI overlap issues
|
||||
#How many recent submissions should be displayed at any one time
|
||||
#recent.submissions.count = 5
|
||||
recent.submissions.count = 0
|
||||
</pre>
|
||||
</div></div></li>
|
||||
</ol>
|
||||
</li>
|
||||
<li>Check that the port is correct for solr.search.server in config/dspace-solr-search.cfg
|
||||
<ol>
|
||||
<li>If all of your traffic runs over port 80, then you need to remove the port from the URL
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">##### Search Indexing #####
|
||||
solr.search.server = http:<span class="code-comment">//localhost/solr/search</span>
|
||||
</pre>
|
||||
</div></div></li>
|
||||
</ol>
|
||||
</li>
|
||||
<li>From the command line, navigate to the dspace directory and run the command below to index the content of your DSpace instance into Discovery.
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">./bin/dspace update-discovery-index
|
||||
</pre>
|
||||
</div></div>
|
||||
<div class="panel" style="border-width: 1px;"><div class="panelContent">
|
||||
<p> NOTE: This step may take some time if you have a large number of items in your repository.</p>
|
||||
</div></div></li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h2><a name="Discovery-InstructionsforConfiguringDiscovery"></a>Instructions for Configuring Discovery</h2>
|
||||
|
||||
<p>Discovery can be configured at multiple levels of the application. Outlined below will be where in Discovery changes can be made that will alter the presentation. The primary place that the user experience is altered in XMLUi is through the <b>dspace-solr-search.cfg</b> file</p>
|
||||
|
||||
<h3><a name="Discovery-ConfiguringFacetsthatareExposedforSearchResults"></a>Configuring Facets that are Exposed for Search Results</h3>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.search.server </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <a href="http://localhost:8080/solr/search">http://localhost:8080/solr/search</a> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Discovery relies on a SOLR index. This parameter determines the location of the SOLR index. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.facets.search </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.facets.search=dc.contributor.author,dc.subject,dc.date.issued_dt </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> The Discovery search facets, offered in the navigation bar, can be customized for each specific page in DSpace. When no specification is given for a page, this default configuration is used. Every SOLR facet field which ends with _dt will be handled as a date. Handeling as date implies that (field.name).year will be used for faceting </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.facets.site </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.facets.site=dc.contributor.author,dc.subject,dc.date.issued_dt </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Defines the facet fields, offered on the DSpace homepage </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.facets.community </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.facets.community=dc.contributor.author,dc.subject,dc.date.issued_dt </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Defines the facet fields, offered on community homepages </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.facets.collection </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.facets.collection=dc.contributor.author,dc.subject,dc.date.issued_dt </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Defines the facet fields, offered on collection homepages </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.facets.item </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.facets.item=dc.contributor.author,dc.subject,dc.date.issued_dt </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Defines the facet fields, offered on item pages </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.default.filterQuery </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.default.filterQuery=location:l2 </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Aside from filters that are applied when users are searching, filters can also be applied by default. This property allos to define default filters that are used for every search in Discovery. The syntax is metadatafieldname:value. <b>location</b> is a special example, used to restrict a search to certain communities and collections. l stands for collection, while m is used to restrict the search to a community. The numbers, written after l or m is the internal database ID of the collection or community </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.site.default.filterQuery </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.site.default.filterQuery=dc.contributor.author:Kevin* </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> This parameter applies additional filters on the Recently Added list, shown on the DSpace homepage. As these filters are strict matches, the star in the example is used to filter on all dc.contributor.author values that start with Kevin </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.community.default.filterQuery </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.community.default.filterQuery=dc.contributor.author:Kevin* </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> This parameter applies additional filters on the Recently Added list, shown on Community Homepages. As these filters are strict matches, the star in the example is used to filter on all dc.contributor.author values that start with Kevin </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.collection.default.filterQuery </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.collection.default.filterQuery=dc.contributor.author:Kevin* </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> This parameter applies additional filters on the Recently Added list, shown on Collection Homepages. As these filters are strict matches, the star in the example is used to filter on all dc.contributor.author values that start with Kevin </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.search.default.filterQuery </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.search.default.filterQuery=dc.embargo:lifted </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> This parameter applies additional filters on all Discovery searches. In this example, only items who have the value <b>lifted</b> in the embargo field, are being shown as search results. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.search.filters </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> dc.title, dc.contributor.author, dc.subject, dc.date.issued.year </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Defines which fields are shown in the (advanced) search form. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.search.sort </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.search.sort=dc.title, dc.date.issued_dt </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Defines which indexed fields can be sorted on in the search results. With this parameter it's possible to make any field available for sorting. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.index.type.date </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.index.type.date=dc.date,dc.date.* </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Defines whichs fields are indexed as dates. Please be aware that for each date field an _dt will be suffixed so that dc.date.issued will become dc.date.issued_dt. For each date indexed the year will also be stored separately in a (field.name).year so it can be used for date faceting </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> solr.recent-submissions.size </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> solr.recent-submissions.size=5 </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Defines the number of items that are shown in the Recently Added lists. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> recent.submissions.sort-option </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> recent.submissions.sort-option=dc.date.accessioned_dt </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> The indexed metadata field on which Discovery sorts to determine which items were recently submitted </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> search.facet.max </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> search.facet.max=10 </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Use the property below to limit the number of facet filters in the side of the search page </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<h3><a name="Discovery-AdvancedConfigurationinSolr"></a>Advanced Configuration in Solr</h3>
|
||||
|
||||
<p>Solr itself now runs two cores. One for collection DSpace Solr based "statistics", the other for Discovery Solr based "search"</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">solr
|
||||
├── search
|
||||
│ ├── conf
|
||||
│ │ ├── admin-extra.html
|
||||
│ │ ├── elevate.xml
|
||||
│ │ ├── protwords.txt
|
||||
│ │ ├── schema.xml
|
||||
│ │ ├── scripts.conf
|
||||
│ │ ├── solrconfig.xml
|
||||
│ │ ├── spellings.txt
|
||||
│ │ ├── stopwords.txt
|
||||
│ │ ├── synonyms.txt
|
||||
│ │ └── xslt
|
||||
│ │ ├── DRI.xsl
|
||||
│ │ ├── example.xsl
|
||||
│ │ ├── example_atom.xsl
|
||||
│ │ ├── example_rss.xsl
|
||||
│ │ └── luke.xsl
|
||||
│ └── conf2
|
||||
├── solr.xml
|
||||
└── statistics
|
||||
└── conf
|
||||
├── admin-extra.html
|
||||
├── elevate.xml
|
||||
├── protwords.txt
|
||||
├── schema.xml
|
||||
├── scripts.conf
|
||||
├── solrconfig.xml
|
||||
├── spellings.txt
|
||||
├── stopwords.txt
|
||||
├── synonyms.txt
|
||||
└── xslt
|
||||
├── example.xsl
|
||||
├── example_atom.xsl
|
||||
├── example_rss.xsl
|
||||
└── luke.xsl
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
175
dspace/docs/html/Embargo.html
Normal file
@@ -0,0 +1,175 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Embargo</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Embargo
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Dec 14, 2010 by <font color="#0050B2">tdonohue</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="Embargo-EmbargoSupportinDSpace1.6"></a>Embargo Support in DSpace 1.6</h1>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1292367949404 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1292367949404 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1292367949404 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1292367949404'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#Embargo-Whatisanembargo%3F'>What is an embargo?</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1</span> <a href='#Embargo-Embargomodelandlifecycle'>Embargo model and life-cycle</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1.1</span> <a href='#Embargo-Termsassignment'>Terms assignment</a></li>
|
||||
<li><span class='TOCOutline'>1.1.2</span> <a href='#Embargo-Termsinterpretation%2Fimposition'>Terms interpretation/imposition</a></li>
|
||||
<li><span class='TOCOutline'>1.1.3</span> <a href='#Embargo-Embargoperiod'>Embargo period</a></li>
|
||||
<li><span class='TOCOutline'>1.1.4</span> <a href='#Embargo-Embargolift'>Embargo lift</a></li>
|
||||
<li><span class='TOCOutline'>1.1.5</span> <a href='#Embargo-Postembargo'>Post embargo</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>1.2</span> <a href='#Embargo-Configuration'>Configuration</a></li>
|
||||
<li><span class='TOCOutline'>1.3</span> <a href='#Embargo-Operation'>Operation</a></li>
|
||||
<li><span class='TOCOutline'>1.4</span> <a href='#Embargo-Extendingembargofunctionality'>Extending embargo functionality</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.4.1</span> <a href='#Embargo-Setter'>Setter</a></li>
|
||||
<li><span class='TOCOutline'>1.4.2</span> <a href='#Embargo-Lifter'>Lifter</a></li>
|
||||
</ul>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="Embargo-Whatisanembargo%3F"></a>What is an embargo?</h2>
|
||||
|
||||
<p>An embargo is a temporary access restriction placed on content, commencing at time of accession. It's scope or duration may vary, but the fact that it eventually expires is what distinguishes it from other content restrictions. For example, it is not unusual for content destined for DSpace to come with permanent restrictions on use or access based on license-driven or other IP-based requirements that limit access to institutionally affiliated users. Restrictions such as these are imposed and managed using standard administrative tools in DSpace, typically by attaching specific policies to Items or Collections, Bitstreams, etc. The embargo functionally introduced in 1.6, however, includes tools to automate the imposition and removal of restrictions in managed timeframes.</p>
|
||||
|
||||
<h3><a name="Embargo-Embargomodelandlifecycle"></a>Embargo model and life-cycle</h3>
|
||||
|
||||
<p>Functionally, the embargo system allows you to attach 'terms' to an item before it is placed into the repository, which express how the embargo should be applied. What do 'we mean by terms' here? They are really any expression that the system is capable of turning into (1) the time the embargo expires, and (2) a concrete set of access restrictions. Some examples:</p>
|
||||
|
||||
<p>"2020-09-12" - an absolute date (i.e. the date embargo will be lifted)<br/>
|
||||
"6 months" - a time relative to when the item is accessioned<br/>
|
||||
"forever" - an indefinite, or open-ended embargo<br/>
|
||||
"local only until 2015" - both a time and an exception (public has no access until 2015, local users OK immediately)<br/>
|
||||
"Nature Publishing Group standard" - look-up to a policy somewhere (typically 6 months)</p>
|
||||
|
||||
<p>These terms are 'interpreted' by the embargo system to yield a specific date on which the embargo can be removed or 'lifted'., and a specific set of access policies. Obviously, some terms are easier to interpret than others (the absolute date really requires none at all), and the 'default' embargo logic understands only the most basic terms (the first and third examples above). But as we will see below, the embargo system provides you with the ability to add in your own 'interpreters' to cope with any terms expressions you wish to have. This date that is the result of the interpretation is stored with the item and the embargo system detects when that date has passed, and removes the embargo ("lifts it"), so the item bitstreams become available. Here is a more detailed life-cycle for an embargoed item:</p>
|
||||
|
||||
<h4><a name="Embargo-Termsassignment"></a>Terms assignment</h4>
|
||||
|
||||
<p>The first step in placing an embargo on an item is to attach (assign) 'terms' to it.<br/>
|
||||
If these terms are missing, no embargo will be imposed. As we will see below, terms are carried in a configurable DSpace metadata field, so assigning terms just means assigning a value to a metadata field. This can be done in a web submission user interface form, in a SWORD deposit package, a batch import, etc. - anywhere metadata is passed to DSpace. The terms are not immediately acted upon, and may be revised, corrected, removed, etc, up until the next stage of the life-cycle. Thus a submitter could enter one value, and a collection editor replace it, and only the last value will be used. Since metadata fields are multivalued, theoretically there can be multiple terms values, but in the default implementation only one is recognized.</p>
|
||||
|
||||
<h4><a name="Embargo-Termsinterpretation%2Fimposition"></a>Terms interpretation/imposition</h4>
|
||||
|
||||
<p>In DSpace terminology, when an Item has exited the last of any workflow steps (or if none have been defined for it), it is said to be 'installed' into the repository. At this precise time, the 'interpretation' of the terms occurs, and a computed 'lift date' is assigned, which like the terms is recorded in a configurable metadata field. It is important to understand that this interpretation happens only once, (just like the installation), and cannot be revisited later. Thus, although an administrator can assign a new value to the metadata field holding the terms after the item has been installed, this will have no effect on the embargo, whose 'force' now resides entirely in the 'lift date' value. For this reason, you cannot embargo content already in your repository (at least using standard tools). The other action taken at installation time is the actual imposition of the embargo. The default behavior here is simply to remove the read policies on all the bundles and bitstreams except for the "LICENSE" or "METADATA" bundles. See section V. below for how to alter this behavior. Also note that since these policy changes occur before installation, there is no time during which embargoed content is 'exposed' (accessible by non-administrators). The terms interpretation and imposition together are called 'setting' the embargo, and the component that performs them both is called the embargo 'setter'.</p>
|
||||
|
||||
<h4><a name="Embargo-Embargoperiod"></a>Embargo period</h4>
|
||||
|
||||
<p>After an embargoed item has been installed, the policy restrictions remain in effect until removed. This is not an automatic process, however: a 'lifter' must be run periodically to look for items whose 'lift date' is past. Note that this means the effective removal of an embargo is <b>not</b> the lift date, but the earliest date after the lift date that the lifter is run. Typically, a nightly cron-scheduled invocation of the lifter is more than adequate, given the granularity of embargo terms. Also note that during the embargo period, all metadata of the item remains visible.This default behavior can be changed. One final point to note is that the 'lift date', although it was computed and assigned during the previous stage, is in the end a regular metadata field. That means, if there are extraordinary circumstances that require an administrator (or collection editor - anyone with edit permissions on metadata) to change the lift date, they can do so. Thus, they can 'revise' the lift date without reference to the original terms. This date will be checked the next<br/>
|
||||
time the 'lifter' is run. One could immediately lift the embargo by setting the lift date to the current day, or change it to 'forever' to indefinitely postpone lifting.</p>
|
||||
|
||||
<h4><a name="Embargo-Embargolift"></a>Embargo lift</h4>
|
||||
|
||||
<p>When the lifter discovers an item whose lift date is in the past, it removes (lifts) the embargo. The default behavior of the lifter is to add the resource policies<br/>
|
||||
<b>that would have been added</b> had the embargo not been imposed. That is, it replicates the standard DSpace behavior, in which an item inherits it's policies from its owning collection. As with all other parts of the embargo system, you may replace or extend the default behavior of the lifter (see section V. below). You may wish, e.g. to send an email to an administrator or other interested parties, when an embargoed item becomes available.</p>
|
||||
|
||||
<h4><a name="Embargo-Postembargo"></a>Post embargo</h4>
|
||||
|
||||
<p>After the embargo has been lifted, the item ceases to respond to any of the embargo life-cycle events. The values of the metadata fields reflect essentially historical or provenance values. With the exception of the additional metadata fields, they are indistinguishable from items that were never subject to embargo.</p>
|
||||
|
||||
<h3><a name="Embargo-Configuration"></a>Configuration</h3>
|
||||
|
||||
<p>DSpace embargoes utilize standard metadata fields to hold both the 'terms' and the 'lift date'. Which fields you use are configurable, and no specific metadata element is dedicated or pre-defined for use in embargo. Rather, you specify exactly what field you want the embargo system to examine when it needs to find the terms or assign the lift date.</p>
|
||||
|
||||
<p>The properties that specify these assignments live in dspace.cfg:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
# DC metadata field to hold the user-supplied embargo terms
|
||||
embargo.field.terms = SCHEMA.ELEMENT.QUALIFIER
|
||||
|
||||
# DC metadata field to hold computed <span class="code-quote">"lift date"</span> of embargo
|
||||
embargo.field.lift = SCHEMA.ELEMENT.QUALIFIER
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>You replace the placeholder values with real metadata field names. If you only need the 'default' embargo behavior - which essentially accepts only absolute dates as 'terms' ,<br/>
|
||||
this is the only configuration required, except as noted below.</p>
|
||||
|
||||
<p>There is also a property for the special date of 'forever':</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
# string in terms field to indicate indefinite embargo
|
||||
embargo.terms.open = forever
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>which you may change to suit linguistic or other preference.</p>
|
||||
|
||||
<p>You are free to use existing metadata fields, or create new fields. If you choose the latter, you must understand that the embargo system does <b>not</b> create or configure these fields: i.e. you must follow all the standard documented procedures for actually creating them (i.e. adding them to the metadata registry, or to display templates, etc) - this does not happen automatically. Likewise, if you want the field for 'terms' to appear in submission screens and workflows, you must follow the documented procedure for configurable submission (basically, this means adding the field to input-forms.xml). The flexibility of metadata configuration makes if easy for you to restrict embargoes to specific collections, since configurable submission can be defined per collection.</p>
|
||||
|
||||
<p>Key recommendations:</p>
|
||||
|
||||
<ol>
|
||||
<li>If using existing metadata fields, avoid any that are automatically managed by DSpace. For example, fields like 'date.issued' or 'date.accessioned' are normally automatically assigned, and thus must not be recruited for embargo use.</li>
|
||||
<li>Do not place the field for 'lift date' in submission screens. This can potentially confuse submitters because they may feel that they can directly assign values to it. As noted in the life-cycle above, this is erroneous: the lift date gets assigned by the embargo system based on the terms. Any pre-existing value will be over-written. But see next recommendation for an exception.</li>
|
||||
<li>As the life-cycle discussion above makes clear, after the terms are applied, that field is no longer actionable in the embargo system. Conversely, the 'lift date' field is not actionable <b>until</b> the application. Thus you may want to consider configuring both the 'terms' and 'lift date' to use the same metadata field. In this way,<br/>
|
||||
during workflow you would see only the terms, and after item installation, only the lift date. If you wish the metadata to retain the terms for any resaon, use 2 distinct fields instead.</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h3><a name="Embargo-Operation"></a>Operation</h3>
|
||||
|
||||
<p>After the fields defined for terms and lift date have been assigned in dspace.cfg, and created and configured wherever they will be used, you can begin to embargo items simply by entering data (dates, if using the default setter) in the terms field. They will automatically be embargoed as they exit workflow. For the embargo to be lifted on any item, however, a new administrative procedure must be added: the 'embargo lifter' must be invoked on a regular basis. This task examines all embargoed items, and if their 'lift date' has passed, it removes the access restrictions on the item. Good practice dictates automating this procedure using cron jobs or the like, rather than manually running it.<br/>
|
||||
The lifter is available as a target of the 1.6 DSpace launcher - see launcher documentation for details.</p>
|
||||
|
||||
<h3><a name="Embargo-Extendingembargofunctionality"></a>Extending embargo functionality</h3>
|
||||
|
||||
<p>The 1.6 embargo system supplies a default 'interpreter/imposition' class (the 'Setter') as well as a 'Lifter', but they are fairly rudimentary in several respects.</p>
|
||||
|
||||
<h4><a name="Embargo-Setter"></a>Setter</h4>
|
||||
|
||||
<p>The default setter recognizes only two expressions of terms: either a literal, non-relative date in the fixed format 'yyyy-mm-dd' (known as ISO 8601), or a special string used for open-ended embargo (the default configured value for this is 'forever', but this can be changed in dspace.cfg to 'toujours', 'unendlich', etc). It will perform a minimal sanity check that the date is not in the past. Similarly, the default setter will only remove all read policies as noted above, rather than applying more nuanced rules (e.g allow access to certain IP groups, deny the rest). Fortunately, the setter class itself is configurable and you can 'plug in' any behavior you like, provided it is written in java and conforms to the setter interface. The dspace.cfg property:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
# implementation of embargo setter plugin - replace with local implementation <span class="code-keyword">if</span> applicable
|
||||
plugin.single.org.dspace.embargo.EmbargoSetter = org.dspace.embargo.DefaultEmbargoSetter
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>controls which setter to use.</p>
|
||||
|
||||
<h4><a name="Embargo-Lifter"></a>Lifter</h4>
|
||||
|
||||
<p>The default lifter behavior as described above - essentially applying the collection policy rules to the item - might also not be sufficient for all purposes. It also can be replaced with another class:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
# implementation of embargo lifter plugin - - replace with local implementation <span class="code-keyword">if</span> applicable
|
||||
plugin.single.org.dspace.embargo.EmbargoLifter = org.dspace.embargo.DefaultEmbargoLifter
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
716
dspace/docs/html/Functional Overview.html
Normal file
@@ -0,0 +1,716 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Functional Overview</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Functional Overview
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Jan 07, 2011 by <font color="#0050B2">tdonohue</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="FunctionalOverview-DSpaceSystemDocumentation%3AFunctionalOverview"></a>DSpace System Documentation: Functional Overview</h1>
|
||||
|
||||
<p>The following sections describe the various functional aspects of the DSpace system.</p>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1294416174557 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1294416174557 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1294416174557 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1294416174557'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#FunctionalOverview-DataModel'>Data Model</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#FunctionalOverview-PluginManager'>Plugin Manager</a></li>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#FunctionalOverview-Metadata'>Metadata</a></li>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#FunctionalOverview-PackagerPlugins'>Packager Plugins</a></li>
|
||||
<li><span class='TOCOutline'>5</span> <a href='#FunctionalOverview-CrosswalkPlugins'>Crosswalk Plugins</a></li>
|
||||
<li><span class='TOCOutline'>6</span> <a href='#FunctionalOverview-EPeopleandGroups'>E-People and Groups</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>6.1</span> <a href='#FunctionalOverview-EPerson'>E-Person</a></li>
|
||||
<li><span class='TOCOutline'>6.2</span> <a href='#FunctionalOverview-Groups'>Groups</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>7</span> <a href='#FunctionalOverview-Authentication'>Authentication </a></li>
|
||||
<li><span class='TOCOutline'>8</span> <a href='#FunctionalOverview-Authorization'>Authorization</a></li>
|
||||
<li><span class='TOCOutline'>9</span> <a href='#FunctionalOverview-IngestProcessandWorkflow'>Ingest Process and Workflow</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>9.1</span> <a href='#FunctionalOverview-WorkflowSteps'>Workflow Steps</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>10</span> <a href='#FunctionalOverview-SupervisionandCollaboration'>Supervision and Collaboration</a></li>
|
||||
<li><span class='TOCOutline'>11</span> <a href='#FunctionalOverview-Handles'>Handles</a></li>
|
||||
<li><span class='TOCOutline'>12</span> <a href='#FunctionalOverview-Bitstream%27Persistent%27Identifiers'>Bitstream 'Persistent' Identifiers</a></li>
|
||||
<li><span class='TOCOutline'>13</span> <a href='#FunctionalOverview-StorageResourceBroker%28SRB%29Support'>Storage Resource Broker (SRB) Support</a></li>
|
||||
<li><span class='TOCOutline'>14</span> <a href='#FunctionalOverview-SearchandBrowse'>Search and Browse</a></li>
|
||||
<li><span class='TOCOutline'>15</span> <a href='#FunctionalOverview-HTMLSupport'>HTML Support</a></li>
|
||||
<li><span class='TOCOutline'>16</span> <a href='#FunctionalOverview-OAISupport'>OAI Support</a></li>
|
||||
<li><span class='TOCOutline'>17</span> <a href='#FunctionalOverview-OpenURLSupport'>OpenURL Support</a></li>
|
||||
<li><span class='TOCOutline'>18</span> <a href='#FunctionalOverview-CreativeCommonsSupport'>Creative Commons Support</a></li>
|
||||
<li><span class='TOCOutline'>19</span> <a href='#FunctionalOverview-Subscriptions'>Subscriptions</a></li>
|
||||
<li><span class='TOCOutline'>20</span> <a href='#FunctionalOverview-ImportandExport'>Import and Export</a></li>
|
||||
<li><span class='TOCOutline'>21</span> <a href='#FunctionalOverview-Registration'>Registration</a></li>
|
||||
<li><span class='TOCOutline'>22</span> <a href='#FunctionalOverview-Statistics'>Statistics</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>22.1</span> <a href='#FunctionalOverview-SystemStatistics'>System Statistics</a></li>
|
||||
<li><span class='TOCOutline'>22.2</span> <a href='#FunctionalOverview-Item%2CCollectionandCommunityUsageStatistics'>Item, Collection and Community Usage Statistics</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>23</span> <a href='#FunctionalOverview-ChecksumChecker'>Checksum Checker</a></li>
|
||||
<li><span class='TOCOutline'>24</span> <a href='#FunctionalOverview-UsageInstrumentation'>Usage Instrumentation</a></li>
|
||||
<li><span class='TOCOutline'>25</span> <a href='#FunctionalOverview-ChoiceManagementandAuthorityControl'>Choice Management and Authority Control</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>25.1</span> <a href='#FunctionalOverview-IntroductionandMotivation'>Introduction and Motivation</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>25.1.1</span> <a href='#FunctionalOverview-Definitions'>Definitions</a></li>
|
||||
<li><span class='TOCOutline'>25.1.2</span> <a href='#FunctionalOverview-AboutAuthorityControl'>About Authority Control</a></li>
|
||||
<li><span class='TOCOutline'>25.1.3</span> <a href='#FunctionalOverview-SomeTerminology'>Some Terminology</a></li>
|
||||
</ul>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="FunctionalOverview-DataModel"></a>Data Model</h2>
|
||||
|
||||
<p><span class="image-wrap" style=""><img src="attachments/22022823/21954865.gif" style="border: 0px solid black"/></span></p>
|
||||
|
||||
<p><b>Data Model Diagram</b></p>
|
||||
|
||||
<p>The way data is organized in DSpace is intended to reflect the structure of the organization using the DSpace system. Each DSpace site is divided into <em>communities</em>, which can be further divided into <em>sub-communities</em> reflecting the typical university structure of college, department, research center, or laboratory.</p>
|
||||
|
||||
<p>Communities contain <em>collections</em>, which are groupings of related content. A collection may appear in more than one community.</p>
|
||||
|
||||
<p>Each collection is composed of <em>items</em>, which are the basic archival elements of the archive. Each item is owned by one collection. Additionally, an item may appear in additional collections; however every item has one and only one owning collection.</p>
|
||||
|
||||
<p>Items are further subdivided into named <em>bundles</em> of <em>bitstreams</em>. Bitstreams are, as the name suggests, streams of bits, usually ordinary computer files. Bitstreams that are somehow closely related, for example HTML files and images that compose a single HTML document, are organized into bundles.</p>
|
||||
|
||||
<p>In practice, most items tend to have these named bundles:</p>
|
||||
|
||||
<ul>
|
||||
<li><em>ORIGINAL</em> – the bundle with the original, deposited bitstreams</li>
|
||||
<li><em>THUMBNAILS</em> – thumbnails of any image bitstreams</li>
|
||||
<li><em>TEXT</em> – extracted full-text from bitstreams in ORIGINAL, for indexing</li>
|
||||
<li><em>LICENSE</em> – contains the deposit license that the submitter granted the host organization; in other words, specifies the rights that the hosting organization have</li>
|
||||
<li><em>CC_LICENSE</em> – contains the distribution license, if any (a <a href="http://www.creativecommons.org" title="Creative Commons">Creative Commons</a> license) associated with the item. This license specifies what end users downloading the content can do with the content</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>Each bitstream is associated with one <em>Bitstream Format</em>. Because preservation services may be an important aspect of the DSpace service, it is important to capture the specific formats of files that users submit. In DSpace, a bitstream format is a unique and consistent way to refer to a particular file format. An integral part of a bitstream format is an either implicit or explicit notion of how material in that format can be interpreted. For example, the interpretation for bitstreams encoded in the JPEG standard for still image compression is defined explicitly in the Standard ISO/IEC 10918-1. The interpretation of bitstreams in Microsoft Word 2000 format is defined implicitly, through reference to the Microsoft Word 2000 application. Bitstream formats can be more specific than MIME types or file suffixes. For example, <em>application/ms-word</em> and <em>.doc</em> span multiple versions of the Microsoft Word application, each of which produces bitstreams with presumably different characteristics.</p>
|
||||
|
||||
<p>Each bitstream format additionally has a <em>support level</em>, indicating how well the hosting institution is likely to be able to preserve content in the format in the future. There are three possible support levels that bitstream formats may be assigned by the hosting institution. The host institution should determine the exact meaning of each support level, after careful consideration of costs and requirements. MIT Libraries' interpretation is shown below:</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Supported</b> </td>
|
||||
<td class='confluenceTd'> The format is recognized, and the hosting institution is confident it can make bitstreams of this format usable in the future, using whatever combination of techniques (such as migration, emulation, etc.) is appropriate given the context of need. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Known</b> </td>
|
||||
<td class='confluenceTd'> The format is recognized, and the hosting institution will promise to preserve the bitstream as-is, and allow it to be retrieved. The hosting institution will attempt to obtain enough information to enable the format to be upgraded to the 'supported' level. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Unsupported</b> </td>
|
||||
<td class='confluenceTd'> The format is unrecognized, but the hosting institution will undertake to preserve the bitstream as-is and allow it to be retrieved. </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<p>Each item has one qualified Dublin Core metadata record. Other metadata might be stored in an item as a serialized bitstream, but we store Dublin Core for every item for interoperability and ease of discovery. The Dublin Core may be entered by end-users as they submit content, or it might be derived from other metadata as part of an ingest process.</p>
|
||||
|
||||
<p>Items can be removed from DSpace in one of two ways: They may be 'withdrawn', which means they remain in the archive but are completely hidden from view. In this case, if an end-user attempts to access the withdrawn item, they are presented with a 'tombstone,' that indicates the item has been removed. For whatever reason, an item may also be 'expunged' if necessary, in which case all traces of it are removed from the archive.</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Object</b> </td>
|
||||
<td class='confluenceTd'> <b>Example</b> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Community </td>
|
||||
<td class='confluenceTd'> Laboratory of Computer Science; Oceanographic Research Center </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Collection </td>
|
||||
<td class='confluenceTd'> LCS Technical Reports; ORC Statistical Data Sets </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Item </td>
|
||||
<td class='confluenceTd'> A technical report; a data set with accompanying description; a video recording of a lecture </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Bundle </td>
|
||||
<td class='confluenceTd'> A group of HTML and image bitstreams making up an HTML document </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Bitstream </td>
|
||||
<td class='confluenceTd'> A single HTML file; a single image file; a source code file </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Bitstream Format </td>
|
||||
<td class='confluenceTd'> Microsoft Word version 6.0; JPEG encoded image format </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-PluginManager"></a>Plugin Manager</h2>
|
||||
|
||||
<p>The PluginManager is a very simple component container. It creates and organizes components (plugins), and helps select a plugin in the cases where there are many possible choices. It also gives some limited control over the lifecycle of a plugin.</p>
|
||||
|
||||
<p>A plugin is defined by a Java interface. The consumer of a plugin asks for its plugin by interface. A Plugin is an instance of any class that implements the plugin interface. It is interchangeable with other implementations, so that any of them may be "plugged in".</p>
|
||||
|
||||
<p>The mediafilter is a simple example of a plugin implementation. Refer to the <a href="Business Logic Layer.html" title="Business Logic Layer">Business Logic Layer</a> for more details on Plugins.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-Metadata"></a>Metadata</h2>
|
||||
|
||||
<p>Broadly speaking, DSpace holds three sorts of metadata about archived content:</p>
|
||||
|
||||
<ul>
|
||||
<li><b>Descriptive Metadata</b>: DSpace can support multiple flat metadata schemas for describing an item. A qualified Dublin Core metadata schema loosely based on the <a href="http://www.dublincore.org/documents/library-application-profile/" title="Library Application Profile">Library Application Profile</a> set of elements and qualifiers is provided by default. The <a href="http://dspace.org/technology/metadata.html" title="set of elements and qualifiers used by MIT Libraries">set of elements and qualifiers used by MIT Libraries</a> comes pre-configured with the DSpace source code. However, you can configure multiple schemas and select metadata fields from a mix of configured schemas to describe your items. Other descriptive metadata about items (e.g. metadata described in a hierarchical schema) may be held in serialized bitstreams. <em>Communities</em> and <em>collections</em> have some simple descriptive metadata (a name, and some descriptive prose), held in the DBMS.</li>
|
||||
<li><b>Administrative Metadata</b>: This includes preservation metadata, provenance and authorization policy data. Most of this is held within DSpace's relational DBMS schema. Provenance metadata (prose) is stored in Dublin Core records. Additionally, some other administrative metadata (for example, bitstream byte sizes and MIME types) is replicated in Dublin Core records so that it is easily accessible outside of DSpace.</li>
|
||||
<li><b>Structural Metadata</b>: This includes information about how to present an item, or bitstreams within an item, to an end-user, and the relationships between constituent parts of the item. As an example, consider a thesis consisting of a number of TIFF images, each depicting a single page of the thesis. Structural metadata would include the fact that each image is a single page, and the ordering of the TIFF images/pages. Structural metadata in DSpace is currently fairly basic; within an item, bitstreams can be arranged into separate bundles as described above. A bundle may also optionally have a <em>primary bitstream</em>. This is currently used by the HTML support to indicate which bitstream in the bundle is the first HTML file to send to a browser. In addition to some basic technical metadata, a bitstream also has a 'sequence ID' that uniquely identifies it within an item. This is used to produce a 'persistent' bitstream identifier for each bitstream. Additional structural metadata can be stored in serialized bitstreams, but DSpace does not currently understand this natively.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-PackagerPlugins"></a>Packager Plugins</h2>
|
||||
|
||||
<p><em>Packagers</em> are software modules that translate between DSpace Item objects and a self-contained external representation, or "package". A <em>Package Ingester</em> interprets, or <em>ingests</em>, the package and creates an Item. A <em>Package Disseminator</em> writes out the contents of an Item in the package format.</p>
|
||||
|
||||
<p>A package is typically an archive file such as a Zip or "tar" file, including a <em>manifest</em> document which contains metadata and a description of the package contents. The <a href="http://www.imsglobal.org/content/packaging/" title="IMS Content Package">IMS Content Package</a> is a typical packaging standard. A package might also be a single document or media file that contains its own metadata, such as a PDF document with embedded descriptive metadata.</p>
|
||||
|
||||
<p>Package ingesters and package disseminators are each a type of named plugin (see <a href="#FunctionalOverview-PluginManager">Plugin Manager</a>), so it is easy to add new packagers specific to the needs of your site. You do not have to supply both an ingester and disseminator for each format; it is perfectly acceptable to just implement one of them.</p>
|
||||
|
||||
<p>Most packager plugins call upon <a href="#FunctionalOverview-CrosswalkPlugins">Crosswalk Plugins</a> to translate the metadata between DSpace's object model and the package format.</p>
|
||||
|
||||
<p>More information about calling Packagers to ingest or disseminate content can be found in the <a href="System Administration.html#SystemAdministration-PackageImporterandExporter">Package Importer and Exporter</a> section of the System Administration documentation.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-CrosswalkPlugins"></a>Crosswalk Plugins</h2>
|
||||
|
||||
<p><em>Crosswalks</em> are software modules that translate between DSpace object metadata and a specific external representation. An <em>Ingestion Crosswalk</em> interprets the external format and crosswalks it to DSpace's internal data structure, while a <em>Dissemination Crosswalk</em> does the opposite.</p>
|
||||
|
||||
<p>For example, a MODS ingestion crosswalk translates descriptive metadata from the MODS format to the metadata fields on a DSpace Item. A MODS dissemination crosswalk generates a MODS document from the metadata on a DSpace Item.</p>
|
||||
|
||||
<p>Crosswalk plugins are named plugins (see <a href="#FunctionalOverview-PluginManager">Plugin Manager</a>), so it is easy to add new crosswalks. You do not have to supply both an ingester and disseminator for each format; it is perfectly acceptable to just implement one of them.</p>
|
||||
|
||||
<p>There is also a special pair of crosswalk plugins which use XSL stylesheets to translate the external metadata to or from an internal DSpace format. You can add and modify XSLT crosswalks simply by editing the DSpace configuration and the stylesheets, which are stored in files in the DSpace installation directory.</p>
|
||||
|
||||
<p>The Packager plugins and OAH-PMH server make use of crosswalk plugins.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-EPeopleandGroups"></a>E-People and Groups</h2>
|
||||
|
||||
<p>Although many of DSpace's functions such as document discovery and retrieval can be used anonymously, some features (and perhaps some documents) are only available to certain "privileged" users. E-People and Groups are the way DSpace identifies application users for the purpose of granting privileges. This identity is bound to a session of a DSpace application such as the Web UI or one of the command-line batch programs. Both E-People and Groups are granted privileges by the authorization system described below.</p>
|
||||
|
||||
<h3><a name="FunctionalOverview-EPerson"></a>E-Person</h3>
|
||||
|
||||
<p>DSpace holds the following information about each e-person:</p>
|
||||
|
||||
<ul>
|
||||
<li>E-mail address</li>
|
||||
<li>First and last names</li>
|
||||
<li>Whether the user is able to log in to the system via the Web UI, and whether they must use an X509 certificate to do so;</li>
|
||||
<li>A password (encrypted), if appropriate</li>
|
||||
<li>A list of collections for which the e-person wishes to be notified of new items</li>
|
||||
<li>Whether the e-person 'self-registered' with the system; that is, whether the system created the e-person record automatically as a result of the end-user independently registering with the system, as opposed to the e-person record being generated from the institution's personnel database, for example.</li>
|
||||
<li>The network ID for the corresponding LDAP record, if LDAP authentication is used for this E-Person.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="FunctionalOverview-Groups"></a>Groups</h3>
|
||||
|
||||
<p>Groups are another kind of entity that can be granted permissions in the authorization system. A group is usually an explicit list of E-People; anyone identified as one of those E-People also gains the privileges granted to the group.</p>
|
||||
|
||||
<p>However, an application session can be assigned membership in a group <em>without</em> being identified as an E-Person. For example, some sites use this feature to identify users of a local network so they can read restricted materials not open to the whole world. Sessions originating from the local network are given membership in the "LocalUsers" group and gain the corresponding privileges.</p>
|
||||
|
||||
<p>Administrators can also use groups as "roles" to manage the granting of privileges more efficiently.</p>
|
||||
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-Authentication"></a>Authentication<a name="FunctionalOverview-Authentication"></a></h2>
|
||||
|
||||
<p><em>Authentication</em> is when an application session positively identifies itself as belonging to an E-Person and/or Group. In DSpace 1.4 and later, it is implemented by a mechanism called <em>Stackable Authentication</em>: the DSpace configuration declares a "stack" of authentication methods. An application (like the Web UI) calls on the Authentication Manager, which tries each of these methods in turn to identify the E-Person to which the session belongs, as well as any extra Groups. The E-Person authentication methods are tried in turn until one succeeds. Every authenticator in the stack is given a chance to assign extra Groups. This mechanism offers the following advantages:</p>
|
||||
|
||||
<ul>
|
||||
<li>Separates authentication from the Web user interface so the same authentication methods are used for other applications such as non-interactive Web Services</li>
|
||||
<li>Improved modularity: The authentication methods are all independent of each other. Custom authentication methods can be "stacked" on top of the default DSpace username/password method.</li>
|
||||
<li>Cleaner support for "implicit" authentication where username is found in the environment of a Web request, e.g. in an X.509 client certificate.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-Authorization"></a>Authorization</h2>
|
||||
|
||||
<p>DSpace's authorization system is based on associating actions with objects and the lists of EPeople who can perform them. The associations are called Resource Policies, and the lists of EPeople are called Groups. There are two built-in groups: 'Administrators', who can do anything in a site, and 'Anonymous', which is a list that contains all users. Assigning a policy for an action on an object to anonymous means giving everyone permission to do that action. (For example, most objects in DSpace sites have a policy of 'anonymous' READ.) Permissions must be explicit - lack of an explicit permission results in the default policy of 'deny'. Permissions also do not 'commute'; for example, if an e-person has READ permission on an item, they might not necessarily have READ permission on the bundles and bitstreams in that item. Currently Collections, Communities and Items are discoverable in the browse and search systems regardless of READ authorization.</p>
|
||||
|
||||
<p>The following actions are possible:</p>
|
||||
|
||||
<p><b>Collection</b></p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> ADD/REMOVE </td>
|
||||
<td class='confluenceTd'> add or remove items (ADD = permission to submit items) </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> DEFAULT_ITEM_READ </td>
|
||||
<td class='confluenceTd'> inherited as READ by all submitted items </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> DEFAULT_BITSTREAM_READ </td>
|
||||
<td class='confluenceTd'> inherited as READ by Bitstreams of all submitted items. Note: only affects Bitstreams of an item at the time it is initially submitted. If a Bitstream is added later, it does <em>not</em> get the same default read policy. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> COLLECTION_ADMIN </td>
|
||||
<td class='confluenceTd'> collection admins can edit items in a collection, withdraw items, map other items into this collection. </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<p><b>Item</b></p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> ADD/REMOVE </td>
|
||||
<td class='confluenceTd'> add or remove bundles </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> READ </td>
|
||||
<td class='confluenceTd'> can view item (item metadata is always viewable) </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> WRITE </td>
|
||||
<td class='confluenceTd'> can modify item </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<p><b>Bundle</b></p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> ADD/REMOVE </td>
|
||||
<td class='confluenceTd'> add or remove bitstreams to a bundle </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<p><b>Bitstream</b></p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> READ </td>
|
||||
<td class='confluenceTd'> view bitstream </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> WRITE </td>
|
||||
<td class='confluenceTd'> modify bitstream </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<p>Note that there is no 'DELETE' action. In order to 'delete' an object (e.g. an item) from the archive, one must have REMOVE permission on all objects (in this case, collection) that contain it. The 'orphaned' item is automatically deleted.</p>
|
||||
|
||||
<p>Policies can apply to individual e-people or groups of e-people.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-IngestProcessandWorkflow"></a>Ingest Process and Workflow</h2>
|
||||
|
||||
<p>Rather than being a single subsystem, ingesting is a process that spans several. Below is a simple illustration of the current ingesting process in DSpace.</p>
|
||||
|
||||
<p><span class="image-wrap" style=""><img src="attachments/22022823/21954864.gif" style="border: 0px solid black"/></span></p>
|
||||
|
||||
<p>DSpace Ingest Process</p>
|
||||
|
||||
<p>The batch item importer is an application, which turns an external SIP (an XML metadata document with some content files) into an "in progress submission" object. The Web submission UI is similarly used by an end-user to assemble an "in progress submission" object.</p>
|
||||
|
||||
<p>Depending on the policy of the collection to which the submission in targeted, a workflow process may be started. This typically allows one or more human reviewers or 'gatekeepers' to check over the submission and ensure it is suitable for inclusion in the collection.</p>
|
||||
|
||||
<p>When the Batch Ingester or Web Submit UI completes the InProgressSubmission object, and invokes the next stage of ingest (be that workflow or item installation), a provenance message is added to the Dublin Core which includes the filenames and checksums of the content of the submission. Likewise, each time a workflow changes state (e.g. a reviewer accepts the submission), a similar provenance statement is added. This allows us to track how the item has changed since a user submitted it.</p>
|
||||
|
||||
<p>Once any workflow process is successfully and positively completed, the InProgressSubmission object is consumed by an "item installer", that converts the InProgressSubmission into a fully blown archived item in DSpace. The item installer:</p>
|
||||
|
||||
<ul>
|
||||
<li>Assigns an accession date</li>
|
||||
<li>Adds a "date.available" value to the Dublin Core metadata record of the item</li>
|
||||
<li>Adds an issue date if none already present</li>
|
||||
<li>Adds a provenance message (including bitstream checksums)</li>
|
||||
<li>Assigns a Handle persistent identifier</li>
|
||||
<li>Adds the item to the target collection, and adds appropriate authorization policies</li>
|
||||
<li>Adds the new item to the search and browse index</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="FunctionalOverview-WorkflowSteps"></a>Workflow Steps</h3>
|
||||
|
||||
<p>A collection's workflow can have up to three steps. Each collection may have an associated e-person group for performing each step; if no group is associated with a certain step, that step is skipped. If a collection has no e-person groups associated with any step, submissions to that collection are installed straight into the main archive.</p>
|
||||
|
||||
<p>In other words, the sequence is this: The collection receives a submission. If the collection has a group assigned for workflow step 1, that step is invoked, and the group is notified. Otherwise, workflow step 1 is skipped. Likewise, workflow steps 2 and 3 are performed if and only if the collection has a group assigned to those steps.</p>
|
||||
|
||||
<p>When a step is invoked, the submission is put into the 'task pool' of the step's associated group. One member of that group takes the task from the pool, and it is then removed from the task pool, to avoid the situation where several people in the group may be performing the same task without realizing it.</p>
|
||||
|
||||
<p>The member of the group who has taken the task from the pool may then perform one of three actions:</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Workflow Step</b> </td>
|
||||
<td class='confluenceTd'> <b>Possible actions</b> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> 1 </td>
|
||||
<td class='confluenceTd'> Can accept submission for inclusion, or reject submission. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> 2 </td>
|
||||
<td class='confluenceTd'> Can edit metadata provided by the user with the submission, but cannot change the submitted files. Can accept submission for inclusion, or reject submission. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> 3 </td>
|
||||
<td class='confluenceTd'> Can edit metadata provided by the user with the submission, but cannot change the submitted files. Must then commit to archive; may not reject submission. </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<p><span class="image-wrap" style=""><img src="attachments/22022823/21954863.gif" style="border: 0px solid black"/></span></p>
|
||||
|
||||
<p><b>Submission Workflow in DSpace</b></p>
|
||||
|
||||
<p>If a submission is rejected, the reason (entered by the workflow participant) is e-mailed to the submitter, and it is returned to the submitter's 'My DSpace' page. The submitter can then make any necessary modifications and re-submit, whereupon the process starts again.</p>
|
||||
|
||||
<p>If a submission is 'accepted', it is passed to the next step in the workflow. If there are no more workflow steps with associated groups, the submission is installed in the main archive.</p>
|
||||
|
||||
<p>One last possibility is that a workflow can be 'aborted' by a DSpace site administrator. This is accomplished using the administration UI.</p>
|
||||
|
||||
<p>The reason for this apparently arbitrary design is that is was the simplest case that covered the needs of the early adopter communities at MIT. The functionality of the workflow system will no doubt be extended in the future.</p>
|
||||
|
||||
<h2><a name="FunctionalOverview-SupervisionandCollaboration"></a>Supervision and Collaboration</h2>
|
||||
|
||||
<p>In order to facilitate, as a primary objective, the opportunity for thesis authors to be supervised in the preparation of their e-theses, a supervision order system exists to bind groups of other users (thesis supervisors) to an item in someone's pre-submission workspace. The bound group can have system policies associated with it that allow different levels of interaction with the student's item; a small set of default policy groups are provided:</p>
|
||||
|
||||
<ul>
|
||||
<li>Full editorial control</li>
|
||||
<li>View item contents</li>
|
||||
<li>No policies<br/>
|
||||
Once the default set has been applied, a system administrator may modify them as they would any other policy set in DSpace</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>This functionality could also be used in situations where researchers wish to collaborate on a particular submission, although there is no particular collaborative workspace functionality.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-Handles"></a>Handles</h2>
|
||||
|
||||
<p>Researchers require a stable point of reference for their works. The simple evolution from sharing of citations to emailing of URLs broke when Web users learned that sites can disappear or be reconfigured without notice, and that their bookmark files containing critical links to research results couldn't be trusted in the long term. To help solve this problem, a core DSpace feature is the creation of a persistent identifier for every item, collection and community stored in DSpace. To persist identifiers, DSpace requires a storage- and location- independent mechanism for creating and maintaining identifiers. DSpace uses the <a href="http://www.handle.net/" title="CNRI Handle System">CNRI Handle System</a> for creating these identifiers. The rest of this section assumes a basic familiarity with the Handle system.</p>
|
||||
|
||||
<p>DSpace uses Handles primarily as a means of assigning globally unique identifiers to objects. Each site running DSpace needs to obtain a unique Handle 'prefix' from CNRI, so we know that if we create identifiers with that prefix, they won't clash with identifiers created elsewhere.</p>
|
||||
|
||||
<p>Presently, Handles are assigned to communities, collections, and items. Bundles and bitstreams are not assigned Handles, since over time, the way in which an item is encoded as bits may change, in order to allow access with future technologies and devices. Older versions may be moved to off-line storage as a new standard becomes de facto. Since it's usually the <em>item</em> that is being preserved, rather than the particular bit encoding, it only makes sense to persistently identify and allow access to the item, and allow users to access the appropriate bit encoding from there.</p>
|
||||
|
||||
<p>Of course, it may be that a particular bit encoding of a file is explicitly being preserved; in this case, the bitstream could be the only one in the item, and the item's Handle would then essentially refer just to that bitstream. The same bitstream can also be included in other items, and thus would be citable as part of a greater item, or individually.</p>
|
||||
|
||||
<p>The Handle system also features a global resolution infrastructure; that is, an end-user can enter a Handle into any service (e.g. Web page) that can resolve Handles, and the end-user will be directed to the object (in the case of DSpace, community, collection or item) identified by that Handle. In order to take advantage of this feature of the Handle system, a DSpace site must also run a 'Handle server' that can accept and resolve incoming resolution requests. All the code for this is included in the DSpace source code bundle.</p>
|
||||
|
||||
<p>Handles can be written in two forms:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
hdl:1721.123/4567
|
||||
http:<span class="code-comment">//hdl.handle.net/1721.123/4567</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The above represent the same Handle. The first is possibly more convenient to use only as an identifier; however, by using the second form, any Web browser becomes capable of resolving Handles. An end-user need only access this form of the Handle as they would any other URL. It is possible to enable some browsers to resolve the first form of Handle as if they were standard URLs using <a href="http://www.handle.net/resolver/index.html" title="CNRI's Handle Resolver plug-in">CNRI's Handle Resolver plug-in</a>, but since the first form can always be simply derived from the second, DSpace displays Handles in the second form, so that it is more useful for end-users.</p>
|
||||
|
||||
<p>It is important to note that DSpace uses the CNRI Handle infrastructure only at the 'site' level. For example, in the above example, the DSpace site has been assigned the prefix '1721.123'. It is still the responsibility of the DSpace site to maintain the association between a full Handle (including the '4567' local part) and the community, collection or item in question.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-Bitstream%27Persistent%27Identifiers"></a>Bitstream 'Persistent' Identifiers</h2>
|
||||
|
||||
<p>Similar to handles for DSpace items, bitstreams also have 'Persistent' identifiers. They are more volatile than Handles, since if the content is moved to a different server or organization, they will no longer work (hence the quotes around 'persistent'). However, they are more easily persisted than the simple URLs based on database primary key previously used. This means that external systems can more reliably refer to specific bitstreams stored in a DSpace instance.</p>
|
||||
|
||||
<p>Each bitstream has a sequence ID, unique within an item. This sequence ID is used to create a persistent ID, of the form:</p>
|
||||
|
||||
<p><em>dspace url/bitstream/handle/sequence ID/filename</em></p>
|
||||
|
||||
<p>For example:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
https:<span class="code-comment">//dspace.myu.edu/bitstream/123.456/789/24/foo.html</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The above refers to the bitstream with sequence ID 24 in the item with the Handle <em>hdl:123.456/789</em>. The <em>foo.html</em> is really just there as a hint to browsers: Although DSpace will provide the appropriate MIME type, some browsers only function correctly if the file has an expected extension.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-StorageResourceBroker%28SRB%29Support"></a>Storage Resource Broker (SRB) Support</h2>
|
||||
|
||||
<p>DSpace offers two means for storing bitstreams. The first is in the file system on the server. The second is using <a href="http://www.sdsc.edu/srb" title="SRB (Storage Resource Broker)">SRB (Storage Resource Broker)</a>. Both are achieved using a simple, lightweight API.</p>
|
||||
|
||||
<p>SRB is purely an option but may be used in lieu of the server's file system or in addition to the file system. Without going into a full description, SRB is a very robust, sophisticated storage manager that offers essentially unlimited storage and straightforward means to replicate (in simple terms, backup) the content on other local or remote storage resources.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-SearchandBrowse"></a>Search and Browse</h2>
|
||||
|
||||
<p>DSpace allows end-users to discover content in a number of ways, including:</p>
|
||||
|
||||
<ul>
|
||||
<li>Via external reference, such as a Handle</li>
|
||||
<li>Searching for one or more keywords in metadata or extracted full-text</li>
|
||||
<li>Browsing though title, author, date or subject indices, with optional image thumbnails<br/>
|
||||
Search is an essential component of discovery in DSpace. Users' expectations from a search engine are quite high, so a goal for DSpace is to supply as many search features as possible. DSpace's indexing and search module has a very simple API which allows for indexing new content, regenerating the index, and performing searches on the entire corpus, a community, or collection. Behind the API is the Java freeware search engine <a href="http://jakarta.apache.org/lucene/" title="Lucene">Lucene</a>. Lucene gives us fielded searching, stop word removal, stemming, and the ability to incrementally add new indexed content without regenerating the entire index. The specific Lucene search indexes are configurable enabling institutions to customize which DSpace metadata fields are indexed.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>Another important mechanism for discovery in DSpace is the browse. This is the process whereby the user views a particular index, such as the title index, and navigates around it in search of interesting items. The browse subsystem provides a simple API for achieving this by allowing a caller to specify an index, and a subsection of that index. The browse subsystem then discloses the portion of the index of interest. Indices that may be browsed are item title, item issue date, item author, and subject terms. Additionally, the browse can be limited to items within a particular collection or community.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-HTMLSupport"></a>HTML Support</h2>
|
||||
|
||||
<p>For the most part, at present DSpace simply supports uploading and downloading of bitstreams as-is. This is fine for the majority of commonly-used file formats – for example PDFs, Microsoft Word documents, spreadsheets and so forth. HTML documents (Web sites and Web pages) are far more complicated, and this has important ramifications when it comes to digital preservation:</p>
|
||||
|
||||
<ul>
|
||||
<li>Web pages tend to consist of several files – one or more HTML files that contain references to each other, and stylesheets and image files that are referenced by the HTML files.</li>
|
||||
<li>Web pages also link to or include content from other sites, often imperceptibly to the end-user. Thus, in a few year's time, when someone views the preserved Web site, they will probably find that many links are now broken or refer to other sites than are now out of context.In fact, it may be unclear to an end-user when they are viewing content stored in DSpace and when they are seeing content included from another site, or have navigated to a page that is not stored in DSpace. This problem can manifest when a submitter uploads some HTML content. For example, the HTML document may include an image from an external Web site, or even their local hard drive. When the submitter views the HTML in DSpace, their browser is able to use the reference in the HTML to retrieve the appropriate image, and so to the submitter, the whole HTML document appears to have been deposited correctly. However, later on, when another user tries to view that HTML, their browser might not be able to retrieve the included image since it may have been removed from the external server. Hence the HTML will seem broken.</li>
|
||||
<li>Often Web pages are produced dynamically by software running on the Web server, and represent the state of a changing database underneath it.<br/>
|
||||
Dealing with these issues is the topic of much active research. Currently, DSpace bites off a small, tractable chunk of this problem. DSpace can store and provide on-line browsing capability for <em>self-contained, non-dynamic</em> HTML documents. In practical terms, this means:</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<ul>
|
||||
<li>No dynamic content (CGI scripts and so forth)</li>
|
||||
<li>All links to preserved content must be <em>relative links</em>, that do not refer to 'parents' above the 'root' of the HTML document/site:
|
||||
<ul>
|
||||
<li><em>diagram.gif</em> is OK</li>
|
||||
<li><em>image/foo.gif</em> is OK</li>
|
||||
<li><em>../index.html</em> is only OK in a file that is at least a directory deep in the HTML document/site hierarchy</li>
|
||||
<li><em>/stylesheet.css</em> is not OK (the link will break)</li>
|
||||
<li><em><a href="http://somedomain.com/content.html">http://somedomain.com/content.html</a></em> is not OK (the link will continue to link to the external site which may change or disappear)</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Any 'absolute links' (e.g. <em><a href="http://somedomain.com/content.html">http://somedomain.com/content.html</a></em>) are stored 'as is', and will continue to link to the external content (as opposed to relative links, which will link to the copy of the content stored in DSpace.) Thus, over time, the content referred to by the absolute link may change or disappear.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-OAISupport"></a>OAI Support</h2>
|
||||
|
||||
<p>The <a href="http://www.openarchives.org/" title="Open Archives Initiative">Open Archives Initiative</a> has developed a <a href="http://www.openarchives.org/OAI/openarchivesprotocol.html" title="protocol for metadata harvesting">protocol for metadata harvesting</a>. This allows sites to programmatically retrieve or 'harvest' the metadata from several sources, and offer services using that metadata, such as indexing or linking services. Such a service could allow users to access information from a large number of sites from one place.</p>
|
||||
|
||||
<p>DSpace exposes the Dublin Core metadata for items that are publicly (anonymously) accessible. Additionally, the collection structure is also exposed via the OAI protocol's 'sets' mechanism. OCLC's open source <a href="http://www.oclc.org/research/software/oai/cat.shtm" title="OAICat">OAICat</a> framework is used to provide this functionality.</p>
|
||||
|
||||
<p>You can also configure the OAI service to make use of any crosswalk plugin to offer additional metadata formats, such as MODS.</p>
|
||||
|
||||
<p>DSpace's OAI service does support the exposing of deletion information for withdrawn items, but not for items that are 'expunged' (see above). DSpace also supports OAI-PMH resumption tokens.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-OpenURLSupport"></a>OpenURL Support</h2>
|
||||
|
||||
<p>DSpace supports the <a href="http://www.sfxit.com/OpenURL/" title="OpenURL protocol">OpenURL protocol</a> from <a href="http://www.sfxit.com/" title="SFX">SFX</a>, in a rather simple fashion. If your institution has an SFX server, DSpace will display an OpenURL link on every item page, automatically using the Dublin Core metadata. Additionally, DSpace can respond to incoming OpenURLs. Presently it simply passes the information in the OpenURL to the search subsystem. A list of results is then displayed, which usually gives the relevant item (if it is in DSpace) at the top of the list.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-CreativeCommonsSupport"></a>Creative Commons Support</h2>
|
||||
|
||||
<p>DSpace provides support for Creative Commons licenses to be attached to items in the repository. They represent an alternative to traditional copyright. To learn more about Creative Commons, visit <a href="http://creativecommons.org" title="their website">their website</a>. Support for the licenses is controlled by a site-wide configuration option, and since license selection involves redirection to the Creative Commons website, additional parameters may be configured to work with a proxy server. If the option is enabled, users may select a Creative Commons license during the submission process, or elect to skip Creative Commons licensing. If a selection is made a copy of the license text and RDF metadata is stored along with the item in the repository. There is also an indication - text and a Creative Commons icon - in the item display page of the web user interface when an item is licensed under Creative Commons.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-Subscriptions"></a>Subscriptions</h2>
|
||||
|
||||
<p>As noted above, end-users (e-people) may 'subscribe' to collections in order to be alerted when new items appear in those collections. Each day, end-users who are subscribed to one or more collections will receive an e-mail giving brief details of all new items that appeared in any of those collections the previous day. If no new items appeared in any of the subscribed collections, no e-mail is sent. Users can unsubscribe themselves at any time. RSS feeds of new items are also available for collections and communities.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-ImportandExport"></a>Import and Export</h2>
|
||||
|
||||
<p>DSpace also includes batch tools to import and export items in a simple directory structure, where the Dublin Core metadata is stored in an XML file. This may be used as the basis for moving content between DSpace and other systems.</p>
|
||||
|
||||
<p>There is also a METS-based export tool, which exports items as METS-based metadata with associated bitstreams referenced from the METS file.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-Registration"></a>Registration</h2>
|
||||
|
||||
<p>Registration is an alternate means of incorporating items, their metadata, and their bitstreams into DSpace by taking advantage of the bitstreams already being in accessible computer storage. An example might be that there is a repository for existing digital assets. Rather than using the normal interactive ingest process or the batch import to furnish DSpace the metadata and to upload bitstreams, registration provides DSpace the metadata and the location of the bitstreams. DSpace uses a variation of the import tool to accomplish registration.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-Statistics"></a>Statistics</h2>
|
||||
|
||||
<p>DSpace offers system statistics for administrator usage, as well as usage statistics on the level of items, communities and collections.</p>
|
||||
|
||||
<h3><a name="FunctionalOverview-SystemStatistics"></a>System Statistics</h3>
|
||||
|
||||
<p>Various statistical reports about the contents and use of your system can be automatically generated by the system. These are generated by analyzing DSpace's log files. Statistics can be broken down monthly.</p>
|
||||
|
||||
<p>The report includes following sections</p>
|
||||
|
||||
<ul>
|
||||
<li>A customizable general overview of activities in the archive, by default including:
|
||||
<ul>
|
||||
<li>Number of items archived</li>
|
||||
<li>Number of bitstream views</li>
|
||||
<li>Number of item page views</li>
|
||||
<li>Number of collection page views</li>
|
||||
<li>Number of community page views</li>
|
||||
<li>Number of user logins</li>
|
||||
<li>Number of searches performed</li>
|
||||
<li>Number of license rejections</li>
|
||||
<li>Number of OAI Requests</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Customizable summary of archive contents</li>
|
||||
<li>Broken-down list of item viewings</li>
|
||||
<li>A full break-down of all performed actions</li>
|
||||
<li>User logins</li>
|
||||
<li>Most popular searches</li>
|
||||
<li>Log Level Information</li>
|
||||
<li>Processing information!stats_genrl_overview.png!<br/>
|
||||
The results of statistical analysis can be presented on a by-month and an in-total report, and are available via the user interface. The reports can also either be made public or restricted to administrator access only.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
<h3><a name="FunctionalOverview-Item%2CCollectionandCommunityUsageStatistics"></a>Item, Collection and Community Usage Statistics</h3>
|
||||
|
||||
<p>Usage statistics can be retrieved from individual item, collection and community pages. These Usage Statistics pages show:</p>
|
||||
|
||||
<ul>
|
||||
<li>Total page visits (all time)</li>
|
||||
<li>Total Visits per Month</li>
|
||||
<li>File Downloads (all time)*</li>
|
||||
<li>Top Country Views (all time)</li>
|
||||
<li>Top City Views (all time)</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>*File Downloads information is only displayed for item-level statistics. Note that downloads from separate bitstreams are also recorded and represented separately. DSpace is able to capture and store File Download information, even when the bitstream was downloaded from a direct link on an external website.</p>
|
||||
|
||||
<p><span class="image-wrap" style=""><img src="attachments/22022823/22675569.png" style="border: 1px solid black"/></span></p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-ChecksumChecker"></a>Checksum Checker</h2>
|
||||
|
||||
<p>The purpose of the checker is to verify that the content in a DSpace repository has not become corrupted or been tampered with. The functionality can be invoked on an ad-hoc basis from the command line, or configured via cron or similar. Options exist to support large repositories that cannot be entirely checked in one run of the tool. The tool is extensible to new reporting and checking priority approaches.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-UsageInstrumentation"></a>Usage Instrumentation</h2>
|
||||
|
||||
<p>DSpace can report usage events, such as bitstream downloads, to a pluggable event processor. This can be used for developing customized usage statistics, for example. Sample event processor plugins writes event records to a file as tab-separated values or XML.</p>
|
||||
|
||||
|
||||
<h2><a name="FunctionalOverview-ChoiceManagementandAuthorityControl"></a>Choice Management and Authority Control</h2>
|
||||
|
||||
<p>This is a configurable framework that lets you define plug-in classes to control the choice of values for a given DSpace metadata fields. It also lets you configure fields to include "authority" values along with the textual metadata value. The choice-control system includes a user interface in both the Configurable Submission UI and the Admin UI (edit Item pages) that assists the user in choosing metadata values.</p>
|
||||
|
||||
<h3><a name="FunctionalOverview-IntroductionandMotivation"></a>Introduction and Motivation</h3>
|
||||
|
||||
<h4><a name="FunctionalOverview-Definitions"></a>Definitions</h4>
|
||||
|
||||
<p><b>Choice Management</b></p>
|
||||
|
||||
<p>This is a mechanism that generates a list of choices for a value to be entered in a given metadata field. Depending on your implementation, the exact choice list might be determined by a proposed value or query, or it could be a fixed list that is the same for every query. It may also be closed (limited to choices produced internally) or open, allowing the user-supplied query to be included as a choice.</p>
|
||||
|
||||
<p><b>Authority Control</b></p>
|
||||
|
||||
<p>This works in addition to choice management to supply an authority key along with the chosen value, which is also assigned to the Item's metadata field entry. Any authority-controlled field is also inherently choice-controlled.</p>
|
||||
|
||||
|
||||
<h4><a name="FunctionalOverview-AboutAuthorityControl"></a>About Authority Control</h4>
|
||||
|
||||
<p>The advantages we seek from an authority controlled metadata field are:</p>
|
||||
|
||||
<ol>
|
||||
<li><b>There is a simple and positive way to test whether two values are identical</b>, by comparing authority keys.
|
||||
<ul>
|
||||
<li>Comparing plain text values can give false positive results e.g. when two different people have a name that is written the same.</li>
|
||||
<li>It can also give false negative results when the same name is written different ways, e.g. "J. Smith" vs. "John Smith".</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>Help in entering correct metadata values.</b> The submission and admin UIs may call on the authority to check a proposed value and list possible matches to help the user select one.</li>
|
||||
<li><b>Improved interoperability.</b> By sharing a name authority with another application, your DSpace can interoperate more cleanly with other applications.
|
||||
<ul>
|
||||
<li>For example, a DSpace institutional repository sharing a naming authority with the campus social network would let the social network construct a list of all DSpace Items matching the shared author identifier, rather than by error-prone name matching.</li>
|
||||
<li>When the name authority is shared with a campus directory, DSpace can look up the email address of an author to send automatic email about works of theirs submitted by a third party. That author does not have to be an EPerson.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Authority keys are normally invisible in the public web UIs. They are only seen by administrators editing metadata. The value of an authority key is not expected to be meaningful to an end-user or site visitor.<br/>
|
||||
Authority control is different from the controlled vocabulary of keywords already implemented in the submission UI:</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<ol>
|
||||
<li><b>Authorities are external to DSpace.</b> The source of authority control is typically an external database or network resource.
|
||||
<ul>
|
||||
<li>Plug-in architecture makes it easy to integrate new authorities without modifying any core code.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>This authority proposal impacts all phases of metadata management.
|
||||
<ul>
|
||||
<li>The keyword vocabularies are only for the submission UI.</li>
|
||||
<li>Authority control is asserted everywhere metadata values are changed, including unattended/batch submission, LNI and SWORD package submission, and the administrative UI.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h4><a name="FunctionalOverview-SomeTerminology"></a>Some Terminology</h4>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Authority</b> </td>
|
||||
<td class='confluenceTd'> An authority is a source of fixed values for a given domain, each unique value identified by a key. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> . </td>
|
||||
<td class='confluenceTd'> For example, the OCLC LC Name Authority Service. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Authority Record</b> </td>
|
||||
<td class='confluenceTd'> The information associated with one of the values in an authority; may include alternate spellings and equivalent forms of the value, etc. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>Authority Key</b> </td>
|
||||
<td class='confluenceTd'> An opaque, hopefully persistent, identifier corresponding to exactly one record in the authority. </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<br/>
|
||||
<div class="tabletitle">
|
||||
<a name="attachments">Attachments:</a>
|
||||
</div>
|
||||
|
||||
<div class="greybox" align="left">
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022823/21954865.gif">data-model.gif</a> (image/gif)
|
||||
<br/>
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022823/21954863.gif">workflow.gif</a> (image/gif)
|
||||
<br/>
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022823/21954864.gif">ingest.gif</a> (image/gif)
|
||||
<br/>
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022823/22675569.png">item-visits.png</a> (image/png)
|
||||
<br/>
|
||||
</div>
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
67
dspace/docs/html/Google Scholar Metadata Mappings.html
Normal file
@@ -0,0 +1,67 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Google Scholar Metadata Mappings</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Google Scholar Metadata Mappings
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Nov 08, 2010 by <font color="#0050B2">sands</font>.
|
||||
</div>
|
||||
|
||||
<p>Google Scholar, in crawling sites, prefers a meta-tag schema of its own devising. This schema contains names which are all prefixed by the string "citation_", and provide various metadata about the article/item being indexed. <br class="atl-forced-newline" /></p>
|
||||
|
||||
<p>As of DSpace 1.7, there is a mapping facility to connect metadata fields with these citation fields in HTML. In order to enable this functionality, the switch needs to be flipped in dspace.cfg:<br class="atl-forced-newline" /></p>
|
||||
|
||||
<div class="preformatted panel" style="border-width: 1px;"><div class="preformattedContent panelContent">
|
||||
<pre> google-metadata.enable = true
|
||||
</pre>
|
||||
</div></div>
|
||||
<p><br class="atl-forced-newline" /></p>
|
||||
|
||||
<p>Once the feature is enabled, the mapping is configured by a separate configuration file located here:<br class="atl-forced-newline" /></p>
|
||||
|
||||
<div class="preformatted panel" style="border-width: 1px;"><div class="preformattedContent panelContent">
|
||||
<pre> ${dspace.dir}/config/google-metadata.properties
|
||||
</pre>
|
||||
</div></div>
|
||||
<p><br class="atl-forced-newline" /></p>
|
||||
|
||||
<p>This file contains name/value pairs linking meta-tags with DSpace metadata fields. E.g…<br class="atl-forced-newline" /></p>
|
||||
|
||||
<div class="preformatted panel" style="border-width: 1px;"><div class="preformattedContent panelContent">
|
||||
<pre> google.citation_title = dc.title
|
||||
google.citation_publisher = dc.publisher
|
||||
google.citation_authors = dc.author | dc.contributor.author | dc.creator
|
||||
</pre>
|
||||
</div></div>
|
||||
<p><br class="atl-forced-newline" /></p>
|
||||
|
||||
<p>There is further documentation in this configuration file explaining proper syntax in specifying which metadata fields to use. If a value is omitted for a meta-tag field, the meta-tag is simply not included in the HTML output.<br class="atl-forced-newline" /></p>
|
||||
|
||||
<p>The values for each item are interpolated when the item is viewed, and the appropriate meta-tags are included in the HTML head tag, on both the Brief Item Display and the Full Item Display. This is implemented in the XMLUI and JSPUI.</p>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
10247
dspace/docs/html/History.html
Normal file
924
dspace/docs/html/Installation.html
Normal file
@@ -0,0 +1,924 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Installation</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Installation
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Mar 11, 2011 by <font color="#0050B2">stuartlewis</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="Installation-DSpaceSystemDocumentation%3AInstallation"></a>DSpace System Documentation: Installation</h1>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1299806510998 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1299806510998 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1299806510998 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1299806510998'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#Installation-FortheImpatient'>For the Impatient</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#Installation-PrerequisiteSoftware'>Prerequisite Software</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.1</span> <a href='#Installation-UNIXlikeOSorMicrosoftWindows'>UNIX-like OS or Microsoft Windows</a></li>
|
||||
<li><span class='TOCOutline'>2.2</span> <a href='#Installation-OracleJavaJDK6orlater%28standardSDKisfine%2Cyoudon%27tneedJ2EE%29'>Oracle Java JDK 6 or later (standard SDK is fine, you don't need J2EE)</a></li>
|
||||
<li><span class='TOCOutline'>2.3</span> <a href='#Installation-ApacheMaven2.2.x%28Javabuildtool%29'>Apache Maven 2.2.x (Java build tool)</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.3.1</span> <a href='#Installation-ConfiguringaProxy'>Configuring a Proxy</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>2.4</span> <a href='#Installation-ApacheAnt1.7orlater%28Javabuildtool%29'>Apache Ant 1.7 or later (Java build tool)</a></li>
|
||||
<li><span class='TOCOutline'>2.5</span> <a href='#Installation-RelationalDatabase%3A%28PostgreSQLorOracle%29.'>Relational Database: (PostgreSQL or Oracle).</a></li>
|
||||
<li><span class='TOCOutline'>2.6</span> <a href='#Installation-ServletEngine%3A%28ApacheTomcat5.5or6%2CJetty%2CCauchoResinorequivalent%29.'>Servlet Engine: (Apache Tomcat 5.5 or 6, Jetty, Caucho Resin or equivalent).</a></li>
|
||||
<li><span class='TOCOutline'>2.7</span> <a href='#Installation-Perl%28onlyrequiredfor%5Cdspace%5C%2Fbin%2Fdspaceinfo.pl%29'>Perl (only required for [dspace]/bin/dspace-info.pl)</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#Installation-InstallationInstructions'>Installation Instructions</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>3.1</span> <a href='#Installation-OverviewofInstallOptions'>Overview of Install Options</a></li>
|
||||
<li><span class='TOCOutline'>3.2</span> <a href='#Installation-OverviewofDSpaceDirectories'>Overview of DSpace Directories</a></li>
|
||||
<li><span class='TOCOutline'>3.3</span> <a href='#Installation-Installation'>Installation</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#Installation-AdvancedInstallation'>Advanced Installation</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.1</span> <a href='#Installation-%27cron%27Jobs'>'cron' Jobs</a></li>
|
||||
<li><span class='TOCOutline'>4.2</span> <a href='#Installation-MultilingualInstallation'>Multilingual Installation</a></li>
|
||||
<li><span class='TOCOutline'>4.3</span> <a href='#Installation-DSpaceoverHTTPS'>DSpace over HTTPS</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.3.1</span> <a href='#Installation-ToenabletheHTTPSsupportinTomcat5.0%3A'>To enable the HTTPS support in Tomcat 5.0:</a></li>
|
||||
<li><span class='TOCOutline'>4.3.2</span> <a href='#Installation-TouseSSLonApacheHTTPDwithmodjk%3A'>To use SSL on Apache HTTPD with mod_jk:</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4.4</span> <a href='#Installation-TheHandleServer'>The Handle Server</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.4.1</span> <a href='#Installation-UpdatingExistingHandlePrefixes'>Updating Existing Handle Prefixes</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4.5</span> <a href='#Installation-GoogleandHTMLsitemaps'>Google and HTML sitemaps</a></li>
|
||||
<li><span class='TOCOutline'>4.6</span> <a href='#Installation-DSpaceStatistics'>DSpace Statistics</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>5</span> <a href='#Installation-WindowsInstallation'>Windows Installation</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>5.1</span> <a href='#Installation-PrerequisiteSoftware'>Pre-requisite Software</a></li>
|
||||
<li><span class='TOCOutline'>5.2</span> <a href='#Installation-InstallationSteps'>Installation Steps</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>6</span> <a href='#Installation-CheckingYourInstallation'>Checking Your Installation</a></li>
|
||||
<li><span class='TOCOutline'>7</span> <a href='#Installation-KnownBugs'>Known Bugs</a></li>
|
||||
<li><span class='TOCOutline'>8</span> <a href='#Installation-CommonProblems'>Common Problems</a></li>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="Installation-FortheImpatient"></a>For the Impatient</h2>
|
||||
|
||||
<p>Since some users might want to get their test version up and running as fast as possible, offered below is an <em>unsupported</em> outline of getting DSpace to run quickly in a Unix-based environment.</p>
|
||||
|
||||
<div class='panelMacro'><table class='warningMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/forbidden.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td>Only experienced unix admins should even attempt the following without going to the detailed <a href="#Installation-InstallationInstructions">Installation Instructions</a></td></tr></table></div>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">useradd -m dspace
|
||||
gunzip -c dspace-1.x-src-release.tar.gz | tar -xf -
|
||||
createuser -U postgres -d -A -P dspace
|
||||
createdb -U dspace -E UNICODE dspace
|
||||
cd [dspace-source]/dspace/config
|
||||
vi dspace.cfg
|
||||
mkdir [dspace]
|
||||
chown dspace [dspace]
|
||||
su - dspace
|
||||
cd [dspace-source]/dspace
|
||||
mvn <span class="code-keyword">package</span>
|
||||
cd [dspace-source]/dspace/target/dspace-<version>-build.dir
|
||||
ant fresh_install
|
||||
cp -r [dspace]/webapps/* [tomcat]/webapps
|
||||
/etc/init.d/tomcat start
|
||||
[dspace]/bin/dspace create-administrator</pre>
|
||||
</div></div>
|
||||
|
||||
<h2><a name="Installation-PrerequisiteSoftware"></a>Prerequisite Software</h2>
|
||||
|
||||
<p>The list below describes the third-party components and tools you'll need to run a DSpace server. These are just guidelines. Since DSpace is built on open source, standards-based tools, there are numerous other possibilities and setups.</p>
|
||||
|
||||
<p>Also, please note that the configuration and installation guidelines relating to a particular tool below are here for convenience. You should refer to the documentation for each individual component for complete and up-to-date details. Many of the tools are updated on a frequent basis, and the guidelines below may become out of date.</p>
|
||||
|
||||
<h3><a name="Installation-UNIXlikeOSorMicrosoftWindows"></a>UNIX-like OS or Microsoft Windows</h3>
|
||||
|
||||
<ul>
|
||||
<li>UNIX-like OS (Linux, HP/UX, Mac OSX, etc.) : Many distributions of Linux/Unix come with some of the dependencies below pre-installed or easily installed via updates, you should consult your particular distributions documentation or local system administrators to determine what is already available.</li>
|
||||
<li>Microsoft Windows: After verifying all prerequisites below, see the <a href="#Installation-WindowsInstallation">Windows Installation</a> section for Windows tailored instructions</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="Installation-OracleJavaJDK6orlater%28standardSDKisfine%2Cyoudon%27tneedJ2EE%29"></a>Oracle Java JDK 6 or later (standard SDK is fine, you don't need J2EE)</h3>
|
||||
|
||||
<p>DSpace now requires <b>Oracle</b> Java 6 or greater because of usage of new language capabilities introduced in 5 and 6 that make coding easier and cleaner.</p>
|
||||
|
||||
<p>Java can be downloaded from the following location: <a href="http://java.sun.com/javase/downloads/index.jsp">http://java.sun.com/javase/downloads/index.jsp</a></p>
|
||||
|
||||
|
||||
<p>Only Oracle's Java has been tested with each release and is known to work correctly. Other flavors of Java may pose problems.</p>
|
||||
|
||||
<h3><a name="Installation-ApacheMaven2.2.x%28Javabuildtool%29"></a>Apache Maven 2.2.x (Java build tool)</h3>
|
||||
|
||||
<div class='panelMacro'><table class='noteMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/warning.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Known issue with Maven 2.0.x and Maven 3.x and DSpace 1.7.0</b><br />DSpace 1.7.0 does not build properly when using Maven 2.0.x or Maven 3.x. This is a known issue. <b>The quick fix is to use Maven 2.2.x.</b> More information on this issue can be found in the following JIRA issue: <a href="https://jira.duraspace.org/browse/DS-788">DS-788</a>.</td></tr></table></div>
|
||||
|
||||
<p>Maven is necessary in the first stage of the build process to assemble the installation package for your DSpace instance. It gives you the flexibility to customize DSpace using the existing Maven projects found in the <em>[dspace-source]/dspace/modules</em> directory or by adding in your own Maven project to build the installation package for DSpace, and apply any custom interface "overlay" changes.</p>
|
||||
|
||||
<p>Maven can be downloaded from the following location: <a href="http://maven.apache.org/download.html">http://maven.apache.org/download.html</a></p>
|
||||
|
||||
|
||||
<h4><a name="Installation-ConfiguringaProxy"></a>Configuring a Proxy</h4>
|
||||
|
||||
<p>You can configure a proxy to use for some or all of your HTTP requests in Maven 2.0. The username and password are only required if your proxy requires basic authentication (note that later releases may support storing your passwords in a secured keystore‚ in the mean time, please ensure your <em>settings.xml</em> file (usually <em>${user.home}/.m2/settings.xml</em>) is secured with permissions appropriate for your operating system).</p>
|
||||
|
||||
<p>Example:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><settings>
|
||||
.
|
||||
.
|
||||
<proxies>
|
||||
<proxy>
|
||||
<active><span class="code-keyword">true</span></active>
|
||||
<protocol>http</protocol>
|
||||
<host>proxy.somewhere.com</host>
|
||||
<port>8080</port>
|
||||
<username>proxyuser</username>
|
||||
<password>somepassword</password>
|
||||
<nonProxyHosts>www.google.com|*.somewhere.com</nonProxyHosts>
|
||||
</proxy>
|
||||
</proxies>
|
||||
.
|
||||
.
|
||||
</settings> </pre>
|
||||
</div></div>
|
||||
|
||||
|
||||
<h3><a name="Installation-ApacheAnt1.7orlater%28Javabuildtool%29"></a>Apache Ant 1.7 or later (Java build tool)</h3>
|
||||
|
||||
<p>Apache Ant is still required for the second stage of the build process. It is used once the installation package has been constructed in <em>[dspace-source]/dspace/target/dspace-<version>-build.dir</em> and still uses some of the familiar ant build targets found in the 1.4.x build process.</p>
|
||||
|
||||
<p>Ant can be downloaded from the following location: <a href="http://ant.apache.org/" title="http://ant.apache.org">http://ant.apache.org</a></p>
|
||||
|
||||
|
||||
|
||||
<h3><a name="Installation-RelationalDatabase%3A%28PostgreSQLorOracle%29."></a>Relational Database: (PostgreSQL or Oracle).</h3>
|
||||
|
||||
<ul>
|
||||
<li><b>PostgreSQL 8.2 to 8.4</b> PostgreSQL can be downloaded from the following location: <a href="http://www.postgresql.org/" title="http://www.postgresql.org/">http://www.postgresql.org/ </a>. It is highly recommended that you try to work with Postgres 8.4 or greater, however, 8.2 or greater should still work. Unicode (specifically UTF-8) support must be enabled. This is enabled by default in 8.0+. Once installed, you need to enable TCP/IP connections (DSpace uses JDBC). In <em>postgresql.conf</em>: uncomment the line starting: <em>listen_addresses = 'localhost'</em>. Then tighten up security a bit by editing <em>pg_hba.conf</em> and adding this line: <em>host dspace dspace 127.0.0.1 255.255.255.255 md5</em>. Then restart PostgreSQL.</li>
|
||||
<li><b>Oracle 10g or greater</b> Details on acquiring Oracle can be downloaded from the following location: <a href="http://www.oracle.com/database/" title="http://www.oracle.com/database/">http://www.oracle.com/database/</a>. You will need to create a database for DSpace. Make sure that the character set is one of the Unicode character sets. DSpace uses UTF-8 natively, and it is suggested that the Oracle database use the same character set. You will also need to create a user account for DSpace (e.g. <em>dspace</em>) and ensure that it has permissions to add and remove tables in the database. Refer to the Quick Installation for more details.
|
||||
<ul>
|
||||
<li><b>NOTE:</b> DSpace uses sequences to generate unique object IDs — beware Oracle sequences, which are said to lose their values when doing a database export/import, say restoring from a backup. Be sure to run the script <em>etc/update-sequences.sql</em>.</li>
|
||||
<li>For people interested in switching from Postgres to Oracle, I know of no tools that would do this automatically. You will need to recreate the community, collection, and eperson structure in the Oracle system, and then use the item export and import tools to move your content over.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="Installation-ServletEngine%3A%28ApacheTomcat5.5or6%2CJetty%2CCauchoResinorequivalent%29."></a>Servlet Engine: (Apache Tomcat 5.5 or 6, Jetty, Caucho Resin or equivalent).</h3>
|
||||
|
||||
<ul>
|
||||
<li><b>Apache Tomcat 5.5 or later.</b> Tomcat can be downloaded from the following location: <a href="http://tomcat.apache.org/whichversion.html" title="http://tomcat.apache.org">http://tomcat.apache.org</a>.
|
||||
<ul>
|
||||
<li>Note that DSpace will need to run as the same user as Tomcat, so you might want to install and run Tomcat as a user called '<em>dspace</em>'. Set the environment variable <em>TOMCAT_USER</em> appropriately.</li>
|
||||
<li>You need to ensure that Tomcat has a) enough memory to run DSpace and b) uses UTF-8 as its default file encoding for international character support. So ensure in your startup scripts (etc) that the following environment variable is set: <em>JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF-8"</em></li>
|
||||
<li><b>Modifications in</b> <b><em>[tomcat]/conf/server.xml</em></b>: You also need to alter Tomcat's default configuration to support searching and browsing of multi-byte UTF-8 correctly. You need to add a configuration option to the <em><Connector></em> element in <em>[tomcat]/config/server.xml</em>: <em>URIEncoding="UTF-8"</em> e.g. if you're using the default Tomcat config, it should read:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><!-- Define a non-SSL HTTP/1.1 Connector on port 8080 -->
|
||||
<Connector port=<span class="code-quote">"8080"</span>
|
||||
maxThreads=<span class="code-quote">"150"</span>
|
||||
minSpareThreads=<span class="code-quote">"25"</span>
|
||||
maxSpareThreads=<span class="code-quote">"75"</span>
|
||||
enableLookups=<span class="code-quote">"<span class="code-keyword">false</span>"</span>
|
||||
redirectPort=<span class="code-quote">"8443"</span>
|
||||
acceptCount=<span class="code-quote">"100"</span>
|
||||
connectionTimeout=<span class="code-quote">"20000"</span>
|
||||
disableUploadTimeout=<span class="code-quote">"<span class="code-keyword">true</span>"</span>
|
||||
URIEncoding=<span class="code-quote">"UTF-8"</span>/>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>You may change the port from 8080 by editing it in the file above, and by setting the variable <em>CONNECTOR_PORT</em> in <em>server.xml</em>.
|
||||
<br class="atl-forced-newline" /></p></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>Jetty or Caucho Resin</b> DSpace will also run on an equivalent servlet Engine, such as Jetty (<a href="http://www.mortbay.org/jetty/index.html" title="http://www.mortbay.org/jetty/index.html">http://www.mortbay.org/jetty/index.html</a>) or Caucho Resin (<a href="http://www.caucho.com/" title="http://www.caucho.com/)">http://www.caucho.com/)</a>. Jetty and Resin are configured for correct handling of UTF-8 by default.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="Installation-Perl%28onlyrequiredfor%5Cdspace%5C%2Fbin%2Fdspaceinfo.pl%29"></a>Perl (only required for [dspace]/bin/dspace-info.pl)</h3>
|
||||
|
||||
|
||||
<h2><a name="Installation-InstallationInstructions"></a>Installation Instructions</h2>
|
||||
|
||||
<h3><a name="Installation-OverviewofInstallOptions"></a>Overview of Install Options</h3>
|
||||
|
||||
<p>With the advent of a new Apache <a href="http://maven.apache.org/" title="Maven 2">Maven 2</a> based build architecture (first introduced inDSpace 1.5.x), you now have two options in how you may wish to install and manage your local installation of DSpace. If you've used DSpace 1.4.x, please recognize that the initial build procedure has changed to allow for more customization. You will find the later 'Ant based' stages of the installation procedure familiar. Maven is used to resolve the dependencies of DSpace online from the 'Maven Central Repository' server.</p>
|
||||
|
||||
<p>It is important to note that the strategies are identical in terms of the list of procedures required to complete the build process, the only difference being that the Source Release includes "more modules" that will be built given their presence in the distribution package.</p>
|
||||
|
||||
<ul>
|
||||
<li>Default Release (dspace-<version>-release.zip)
|
||||
<ul>
|
||||
<li>This distribution will be adequate for most cases of running a DSpace instance. It is intended to be the quickest way to get DSpace installed and running while still allowing for customization of the themes and branding of your DSpace instance.</li>
|
||||
<li>This method allows you to customize DSpace configurations (in dspace.cfg) or user interfaces, using basic pre-built interface "overlays".</li>
|
||||
<li>It downloads "precompiled" libraries for the core dspace-api, supporting servlets, taglibraries, aspects and themes for the dspace-xmlui, dspace-xmlui and other webservice/applications.</li>
|
||||
<li>This approach exposes the parts of the application that the DSpace committers would prefer to see customized. All other modules are downloaded from the 'Maven Central Repository' The directory structure for this release is the following:
|
||||
<ul>
|
||||
<li><em>[dspace-source]</em>
|
||||
<ul>
|
||||
<li><em>dspace/</em> - DSpace 'build' and configuration module</li>
|
||||
<li><em>pom.xml</em> - DSpace Parent Project definition</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Source Release (dspace-<version>-src-release.zip)
|
||||
<ul>
|
||||
<li>This method is recommended for those who wish to develop DSpace further or alter its underlying capabilities to a greater degree.</li>
|
||||
<li>It contains <b>all</b> dspace code for the core dspace-api, supporting servlets, taglibraries, aspects and themes for Manakin (dspace-xmlui), and other webservice/applications.</li>
|
||||
<li>Provides all the same capabilities as the normal release. The directory structure for this release is more detailed:
|
||||
<ul>
|
||||
<li><em>[dspace-source]</em>
|
||||
<ul>
|
||||
<li><em>dspace/</em> - DSpace 'build' and configuration module</li>
|
||||
<li><em>dspace-api/</em> - Java API source module</li>
|
||||
<li><em>dspace-jspui/</em> - JSP-UI source module</li>
|
||||
<li><em>dspace-oai</em> - OAI-PMH source module</li>
|
||||
<li><em>dspace-xmlui</em> - XML-UI (Manakin) source module</li>
|
||||
<li><em>dspace-lni</em> - Lightweight Network Interface source module</li>
|
||||
<li><em>dspace-sword</em> – SWORD (Simple Web-serve Offering Repository Deposit) deposit service source module</li>
|
||||
<li><em>dspace-test</em> – DSpace Tests (Unit and Integration Tests)</li>
|
||||
<li><em>pom.xml</em> - DSpace Parent Project definition</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="Installation-OverviewofDSpaceDirectories"></a>Overview of DSpace Directories</h3>
|
||||
|
||||
<p>Before beginning an installation, it is important to get a general understanding of the DSpace directories and the names by which they are generally referred. (Please attempt to use these below directory names when asking for help on the DSpace Mailing Lists, as it will help everyone better understand what directory you may be referring to.)</p>
|
||||
|
||||
<p>DSpace uses three separate directory trees. Although you don't need to know all the details of them in order to install DSpace, you do need to know they exist and also know how they're referred to in this document:</p>
|
||||
|
||||
<ol>
|
||||
<li><b>The installation directory</b>, referred to as <tt>[dspace]</tt>. This is the location where DSpace is installed and running off of it is the location that gets defined in the <tt>dspace.cfg</tt> as "dspace.dir". It is where all the DSpace configuration files, command line scripts, documentation and webapps will be installed to.</li>
|
||||
<li><b>The source directory</b>, referred to as <tt>[dspace-source]</tt> . This is the location where the DSpace release distribution has been unzipped into. It usually has the name of the archive that you expanded such as <tt>dspace</tt>-<tt><version></tt>-<tt>release</tt> or <tt>dspace</tt>-<tt><version></tt>-<tt>src</tt>-<tt>release</tt>. It is the directory where all of your "build" commands will be run.</li>
|
||||
<li><b>The web deployment directory</b>. This is the directory that contains your DSpace web application(s). In DSpace 1.5.x and above, this corresponds to <tt>[dspace]/webapps</tt> by default. However, if you are using Tomcat, you may decide to copy your DSpace web applications from <tt>[dspace]/webapps/</tt> to <tt>[tomcat]/webapps/</tt> (with <tt>[tomcat]</tt> being wherever you installed Tomcat‚ also known as <tt>$CATALINA_HOME</tt>).<br/>
|
||||
For details on the contents of these separate directory trees, refer to directories.html. <em>Note that the</em> <tt>[dspace-source]</tt> <em>and</em> <tt>[dspace]</tt> <em>directories are always separate!</em></li>
|
||||
</ol>
|
||||
|
||||
|
||||
|
||||
<h3><a name="Installation-Installation"></a>Installation</h3>
|
||||
|
||||
<p>This method gets you up and running with DSpace quickly and easily. It is identical in both the Default Release and Source Release distributions.</p>
|
||||
|
||||
<ol>
|
||||
<li><b>Create the DSpace user</b>. This needs to be the same user that Tomcat (or Jetty etc.) will run as. e.g. as <b><em>root</em></b> run:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">useradd -m dspace</pre>
|
||||
</div></div></li>
|
||||
<li><b>Download</b> the <a href="http://sourceforge.net/projects/dspace/" title="latest DSpace release">latest DSpace release</a> There are two version available with each release of DSpace: (<em>dspace-1.x-release.</em> and <em>dspace-1.x-src-release.xxx</em>); you only need to choose one. If you want a copy of all underlying Java source code, you should download the <em>dspace-1.x-src-release.xxx</em> Within each version, you have a choice of compressed file format. Choose the one that best fits your environment.</li>
|
||||
<li><b>Unpack the DSpace software</b>. After downloading the software, based on the compression file format, choose one of the following methods to unpack your software:
|
||||
<ol>
|
||||
<li><b>Zip file</b>. If you downloaded <em>dspace-1.6-release.zip</em> do the following:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">unzip dspace-1.7-release.zip</pre>
|
||||
</div></div></li>
|
||||
<li><b>.gz file</b>. If you downloaded <em>dspace-1.6-release.tar.gz</em> do the following:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">gunzip -c dspace-1.7-release.tar.gz | tar -xf -</pre>
|
||||
</div></div></li>
|
||||
<li><b>.bz2 file</b>. If you downloaded _dspace-1.6-release.tar.bz2_do the following:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">bunzip2 dspace-1.7-release.tar.bz | tar -xf -</pre>
|
||||
</div></div>
|
||||
<p>For ease of reference, we will refer to the location of this unzipped version of the DSpace release as <em>[dspace-source]</em> in the remainder of these instructions. After unpacking the file, the user may which to change the ownership of the <em>dspace-1.6-release</em> to the 'dspace' user. (And you may need to change the group).</p></li>
|
||||
</ol>
|
||||
</li>
|
||||
<li><b>Database Setup</b>
|
||||
<ul>
|
||||
<li><em>PostgreSQL:</em>
|
||||
<ul>
|
||||
<li>A PostgreSQL JDBC driver is configured as part of the default DSpace build. You no longer need to copy any PostgreSQL jars to get PostgreSQL installed.</li>
|
||||
<li>Create a <tt>dspace}}database, owned by the {{dspace</tt> PostgreSQL user <em>(you are still logged in at 'root')</em>:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">createuser -U postgres -d -A -P dspace
|
||||
createdb -U dspace -E UNICODE dspace</pre>
|
||||
</div></div>
|
||||
<p>You will be prompted for a password for the DSpace database. (This isn't the same as the <em>dspace</em> user's UNIX password.)</p></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><em>Oracle:</em>
|
||||
<ul>
|
||||
<li>Setting up oracle is a bit different now. You will need still need to get a Copy of the oracle JDBC driver, but instead of copying it into a lib directory you will need to install it into your local Maven repository. (You'll need to download it first from this location: <a href="http://www.oracle.com/technetwork/database/enterprise-edition/jdbc-112010-090769.html">http://www.oracle.com/technetwork/database/enterprise-edition/jdbc-112010-090769.html</a>) Run the following command (all on one line)
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">mvn install:install-file -Dfile=ojdbc6.jar -DgroupId=com.oracle
|
||||
-DartifactId=ojdbc6 -Dversion=11.2.0.2.0 -Dpackaging=jar -DgeneratePom=<span class="code-keyword">true</span></pre>
|
||||
</div></div></li>
|
||||
<li>Create a database for DSpace. Make sure that the character set is one of the Unicode character sets. DSpace uses UTF-8 natively, and it is required that the Oracle database use the same character set. Create a user account for DSpace (e.g. <em>dspace</em>,) and ensure that it has permissions to add and remove tables in the database.</li>
|
||||
<li>Edit the <em>[dspace-source]/dspace/config/dspace.cfg</em> database settings:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">db.name = oracle
|
||||
db.url = jdbc:oracle:thin:@<span class="code-comment">//host:port/dspace
|
||||
</span>db.driver = oracle.jdbc.OracleDriver
|
||||
</pre>
|
||||
</div></div></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>Initial Configuration:</b> Edit <tt>[dspace-source]/dspace/config/dspace.cfg</tt>, in particular you'll need to set these properties:
|
||||
<ul>
|
||||
<li><tt>dspace.dir</tt> - must be set to the <em>[dspace]</em> (installation) directory.</li>
|
||||
<li><tt>dspace.url</tt> - complete URL of this server's DSpace home page.</li>
|
||||
<li><tt>dspace.hostname</tt> - fully-qualified domain name of web server.</li>
|
||||
<li><tt>dspace.name</tt> - "Proper" name of your server, e.g. "My Digital Library".</li>
|
||||
<li><tt>db.password</tt> - the database password you entered in the previous step.</li>
|
||||
<li><tt>mail.server</tt> - fully-qualified domain name of your outgoing mail server.</li>
|
||||
<li><tt>mail.from.address</tt> - the "From:" address to put on email sent by DSpace.</li>
|
||||
<li><tt>feedback.recipient</tt> - mailbox for feedback mail.</li>
|
||||
<li><tt>mail.admin</tt> - mailbox for DSpace site administrator.</li>
|
||||
<li><tt>alert.recipient</tt> - mailbox for server errors/alerts (not essential but very useful!)</li>
|
||||
<li><tt>registration.notify</tt> - mailbox for emails when new users register (optional)
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td>You can interpolate the value of one configuration variable in the value of another one. For example, to set <em>feedback.recipient</em> to the same value as <em>mail.admin</em>, the line would look like:
|
||||
<br class="atl-forced-newline" /> <tt>feedback.recipient = ${mail.admin</tt>}
|
||||
<br class="atl-forced-newline" />
|
||||
Refer to the <a href="Configuration.html#Configuration-GeneralConfiguration">General Configuration</a> section for details and examples of the above.</td></tr></table></div></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>DSpace Directory:</b> Create the directory for the DSpace installation (i.e. <tt>[dspace]</tt>). As <em>root</em> (or a user with appropriate permissions), run:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">mkdir [dspace]
|
||||
chown dspace [dspace]</pre>
|
||||
</div></div>
|
||||
<p>(Assuming the <em>dspace</em> UNIX username.)</p></li>
|
||||
<li><b>Installation Package:</b> As the <em>dspace</em> UNIX user, generate the DSpace installation package in the <tt>[dspace-source]/dspace</tt> directory:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">cd [dspace-source]/dspace/
|
||||
mvn <span class="code-keyword">package</span></pre>
|
||||
</div></div>
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Defaults to PostgreSQL settings</b><br />Without any extra arguments, the DSpace installation package is initialized for PostgreSQL. _If you want to use Oracle instead, you should build the DSpace installation package as follows:
|
||||
<br class="atl-forced-newline" /> <tt>mvn -Ddb.name=oracle package</tt></td></tr></table></div></li>
|
||||
<li><b>Build DSpace and Initialize Database:</b> As the <em>dspace</em> UNIX user, initialize the DSpace database and install DSpace to <tt>[dspace]_</tt>:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">cd [dspace-source]/dspace/target/dspace-[version]-build.dir
|
||||
ant fresh_install</pre>
|
||||
</div></div>
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td>To see a complete list of build targets, run: <tt>ant help</tt> <em>The most likely thing to go wrong here is the database connection. See the</em> <em><a href="#Installation-CommonProblems">Common Problems</a></em> <em>Section</em>.</td></tr></table></div></li>
|
||||
<li><b>Deploy Web Applications.</b> You have two choices or techniques for having Tomcat/Jetty/Resin serve up your web applications:
|
||||
<ul>
|
||||
<li><em>Technique A.</em> Simple and complete. You copy only (or all) of the DSpace Web application(s) you wish to use from the [dspace]/webapps directory to the appropriate directory in your Tomcat/Jetty/Resin installation. For example:
|
||||
<br class="atl-forced-newline" /> <tt>cp -R [dspace]/webapps/* [tomcat]/webapps*</tt> (This will copy all the web applications to Tomcat).
|
||||
<br class="atl-forced-newline" /> <tt>cp -R [dspace]/webapps/jspui [tomcat]/webapps*</tt> (This will copy only the jspui web application to Tomcat.)</li>
|
||||
<li><em>Technique B.</em> Tell your Tomcat/Jetty/Resin installation where to find your DSpace web application(s). As an example, in the <tt>\<Host</tt>> section of your <tt>[tomcat]/conf/server.xml</tt> you could add lines similar to the following (but replace <tt>[dspace]</tt> with your installation location:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><!-- Define the <span class="code-keyword">default</span> virtual host
|
||||
Note: XML Schema validation will not work with Xerces 2.2.
|
||||
-->
|
||||
<Host name=<span class="code-quote">"localhost"</span> appBase=<span class="code-quote">"[dspace]/webapps"</span>
|
||||
....</pre>
|
||||
</div></div></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>Administrator Account:</b> Create an initial administrator account:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">[dspace]/bin/dspace create-administrator</pre>
|
||||
</div></div></li>
|
||||
<li><b>Initial Startup!</b> Now the moment of truth! Start up (or restart) Tomcat/Jetty/Resin. Visit the base URL(s) of your server, depending on which DSpace web applications you want to use. You should see the DSpace home page. Congratulations! Base URLs of DSpace Web Applications:
|
||||
<ul>
|
||||
<li><em>JSP User Interface</em> - (e.g.) <tt><a href="http://dspace.myu.edu:8080/jspui">http://dspace.myu.edu:8080/jspui</a></tt></li>
|
||||
<li><em>XML User Interface</em> (aka. Manakin) - (e.g.) <tt><a href="http://dspace.myu.edu:8080/xmlui">http://dspace.myu.edu:8080/xmlui</a></tt></li>
|
||||
<li><em>OAI-PMH Interface</em> - (e.g.) <tt><a href="http://dspace.myu.edu:8080/oai/request?verb=Identify">http://dspace.myu.edu:8080/oai/request?verb=Identify</a></tt> (Should return an XML-based response)</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<p>In order to set up some communities and collections, you'll need to login as your DSpace Administrator (which you created with <tt>create-administrator</tt> above) and access the administration UI in either the JSP or XML user interface.</p>
|
||||
|
||||
|
||||
|
||||
<h2><a name="Installation-AdvancedInstallation"></a>Advanced Installation</h2>
|
||||
|
||||
<p>The above installation steps are sufficient to set up a test server to play around with, but there are a few other steps and options you should probably consider before deploying a DSpace production site.</p>
|
||||
|
||||
<h3><a name="Installation-%27cron%27Jobs"></a>'cron' Jobs</h3>
|
||||
|
||||
<p>A couple of DSpace features require that a script is run regularly – the e-mail subscription feature that alerts users of new items being deposited, and the new 'media filter' tool, that generates thumbnails of images and extracts the full-text of documents for indexing.</p>
|
||||
|
||||
<p>To set these up, you just need to run the following command as the <em>dspace</em> UNIX user:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">crontab -e</pre>
|
||||
</div></div>
|
||||
<p>Then add the following lines:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"># Send out subscription e-mails at 01:00 every day
|
||||
0 1 * * * [dspace]/bin/dspace sub-daily
|
||||
# Run the media filter at 02:00 every day
|
||||
0 2 * * * [dspace]/bin/dspace filter-media
|
||||
# Run the checksum checker at 03:00
|
||||
0 3 * * * [dspace]/bin/dspace checker -lp
|
||||
# Mail the results to the sysadmin at 04:00
|
||||
0 4 * * * [dspace]/bin/dspace checker-emailer -c
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>Naturally you should change the frequencies to suit your environment.</p>
|
||||
|
||||
<p>PostgreSQL also benefits from regular 'vacuuming', which optimizes the indexes and clears out any deleted data. Become the <em>postgres</em> UNIX user, run <em>crontab -e</em> and add (for example):</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"># Clean up the database nightly at 4.20am
|
||||
20 4 * * * vacuumdb --analyze dspace > /dev/<span class="code-keyword">null</span> 2>&1</pre>
|
||||
</div></div>
|
||||
<p>In order that statistical reports are generated regularly and thus kept up to date you should set up the following cron jobs:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"># Run stat analysis
|
||||
0 1 * * * [dspace]/bin/dspace stat-general
|
||||
0 1 * * * [dspace]/bin/dspace stat-monthly
|
||||
0 2 * * * [dspace]/bin/dspace stat-report-general
|
||||
0 2 * * * [dspace]/bin/dspace stat-report-monthly</pre>
|
||||
</div></div>
|
||||
<p>Obviously, you should choose execution times which are most useful to you, and you should ensure that the <em><del>report</del></em> scripts run a short while after the analysis scripts to give them time to complete (a run of around 8 months worth of logs can take around 25 seconds to complete); the resulting reports will let you know how long analysis took and you can adjust your cron times accordingly.</p>
|
||||
|
||||
|
||||
<h3><a name="Installation-MultilingualInstallation"></a>Multilingual Installation</h3>
|
||||
|
||||
<p>In order to deploy a multilingual version of DSpace you have to configure two parameters in <em>[dspace-source]/config/dspace.cfg:</em></p>
|
||||
|
||||
<ul>
|
||||
<li><em>default.locale</em>, e.g. <tt>default.locale = en</tt></li>
|
||||
<li><em>webui.supported locales</em>, e.g. <tt>webui.supported.locales = en, de</tt></li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>The Locales might have the form country, country_language, country_language_variant.</p>
|
||||
|
||||
<p>According to the languages you wish to support, you have to make sure, that all the i18n related files are available see the Multilingual User Interface Configuring MultiLingual Support section for the JSPUI or the Multilingual Support for XMLUI in the configuration documentation.</p>
|
||||
|
||||
|
||||
<h3><a name="Installation-DSpaceoverHTTPS"></a>DSpace over HTTPS</h3>
|
||||
|
||||
<p>If your DSpace is configured to have users login with a username and password (as opposed to, say, client Web certificates), then you should consider using HTTPS. Whenever a user logs in with the Web form (e.g. <em>dspace.myuni.edu/dspace/password-login</em>) their DSpace password is exposed in plain text on the network. This is a very serious security risk since network traffic monitoring is very common, especially at universities. If the risk seems minor, then consider that your DSpace administrators also login this way and they have ultimate control over the archive.</p>
|
||||
|
||||
<p>The solution is to use <em>HTTPS</em> (HTTP over SSL, i.e. Secure Socket Layer, an encrypted transport), which protects your passwords against being captured. You can configure DSpace to require SSL on all "authenticated" transactions so it only accepts passwords on SSL connections.</p>
|
||||
|
||||
<p>The following sections show how to set up the most commonly-used Java Servlet containers to support HTTP over SSL.</p>
|
||||
|
||||
<h4><a name="Installation-ToenabletheHTTPSsupportinTomcat5.0%3A"></a>To enable the HTTPS support in Tomcat 5.0:</h4>
|
||||
|
||||
<ol>
|
||||
<li><b>For Production use:</b> Follow this procedure to set up SSL on your server. Using a "real" server certificate ensures your users' browsers will accept it without complaints. In the examples below, <em>$CATALINA_BASE</em> is the directory under which your Tomcat is installed.
|
||||
<ol>
|
||||
<li>Create a Java keystore for your server with the password <em>changeit</em>, and install your server certificate under the alias <em>"tomcat"</em>. This assumes the certificate was put in the file <em>server.pem</em>:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">$JAVA_HOME/bin/keytool -<span class="code-keyword">import</span> -noprompt -v -storepass changeit
|
||||
-keystore $CATALINA_BASE/conf/keystore -alias tomcat -file
|
||||
myserver.pem</pre>
|
||||
</div></div></li>
|
||||
<li>Install the CA (Certifying Authority) certificate for the CA that granted your server cert, if necessary. This assumes the server CA certificate is in <em>ca.pem</em>:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> $JAVA_HOME/bin/keytool -<span class="code-keyword">import</span> -noprompt -storepass changeit
|
||||
-trustcacerts -keystore $CATALINA_BASE/conf/keystore -alias ServerCA
|
||||
-file ca.pem
|
||||
</pre>
|
||||
</div></div></li>
|
||||
<li>Optional – ONLY if you need to accept client certificates for the X.509 certificate stackable authentication module See the configuration section for instructions on enabling the X.509 authentication method. Load the keystore with the CA (certifying authority) certificates for the authorities of any clients whose certificates you wish to accept. For example, assuming the client CA certificate is in <em>client1.pem</em>:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">$JAVA_HOME/bin/keytool -<span class="code-keyword">import</span> -noprompt -storepass changeit
|
||||
-trustcacerts -keystore $CATALINA_BASE/conf/keystore -alias client1
|
||||
-file client1.pem
|
||||
</pre>
|
||||
</div></div></li>
|
||||
<li>Now add another Connector tag to your <em>server.xml</em> Tomcat configuration file, like the example below. The parts affecting or specific to SSL are shown in bold. (You may wish to change some details such as the port, pathnames, and keystore password)
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> <Connector port=<span class="code-quote">"8443"</span>
|
||||
maxThreads=<span class="code-quote">"150"</span> minSpareThreads=<span class="code-quote">"25"</span>
|
||||
maxSpareThreads=<span class="code-quote">"75"</span>
|
||||
enableLookups=<span class="code-quote">"<span class="code-keyword">false</span>"</span>
|
||||
disableUploadTimeout=<span class="code-quote">"<span class="code-keyword">true</span>"</span>
|
||||
acceptCount=<span class="code-quote">"100"</span> debug=<span class="code-quote">"0"</span>
|
||||
scheme=<span class="code-quote">"https"</span> secure=<span class="code-quote">"<span class="code-keyword">true</span>"</span> sslProtocol=<span class="code-quote">"TLS"</span>
|
||||
keystoreFile=<span class="code-quote">"conf/keystore"</span> keystorePass=<span class="code-quote">"changeit"</span> clientAuth=<span class="code-quote">"<span class="code-keyword">true</span>"</span> - ONLY <span class="code-keyword">if</span> using client X.509 certs <span class="code-keyword">for</span> authentication!
|
||||
truststoreFile=<span class="code-quote">"conf/keystore"</span> trustedstorePass=<span class="code-quote">"changeit"</span> />
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>Also, check that the default Connector is set up to redirect "secure" requests to the same port as your SSL connector, e.g.: </p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><Connector port=<span class="code-quote">"8080"</span>
|
||||
maxThreads=<span class="code-quote">"150"</span> minSpareThreads=<span class="code-quote">"25"</span>
|
||||
maxSpareThreads=<span class="code-quote">"75"</span>
|
||||
enableLookups=<span class="code-quote">"<span class="code-keyword">false</span>"</span>
|
||||
redirectPort=<span class="code-quote">"8443"</span>
|
||||
acceptCount=<span class="code-quote">"100"</span> debug=<span class="code-quote">"0"</span> />
|
||||
</pre>
|
||||
</div></div></li>
|
||||
</ol>
|
||||
</li>
|
||||
<li><b>Quick-and-dirty Procedure for Testing:</b> If you are just setting up a DSpace server for testing, or to experiment with HTTPS, then you don't need to get a real server certificate. You can create a "self-signed" certificate for testing; web browsers will issue warnings before accepting it but they will function exactly the same after that as with a "real" certificate. In the examples below, <em>$CATALINA_BASE</em> is the directory under which your Tomcat is installed.
|
||||
<ol>
|
||||
<li>Optional – ONLY if you don't already have a server certificate. Follow this sub-procedure to request a new, signed server certificate from your Certifying Authority (CA):
|
||||
<ul>
|
||||
<li>Create a new key pair under the alias name <em>"tomcat"</em>. When generating your key, give the Distinguished Name fields the appropriate values for your server and institution. CN should be the fully-qualified domain name of your server host. Here is an example:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">$JAVA_HOME/bin/keytool -genkey -alias tomcat -keyalg RSA -keysize
|
||||
1024 \
|
||||
-keystore $CATALINA_BASE/conf/keystore -storepass changeit
|
||||
-validity 365 \
|
||||
-dname 'CN=dspace.myuni.edu, OU=MIT Libraries, O=Massachusetts
|
||||
Institute of Technology, L=Cambridge, S=MA, C=US'
|
||||
|
||||
</pre>
|
||||
</div></div></li>
|
||||
<li>Then, create a <em>CSR</em> (Certificate Signing Request) and send it to your Certifying Authority. They will send you back a signed Server Certificate. This example command creates a CSR in the file <em>tomcat.csr</em>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> $JAVA_HOME/bin/keytool -keystore $CATALINA_BASE/conf/keystore
|
||||
-storepass changeit \
|
||||
-certreq -alias tomcat -v -file tomcat.csr
|
||||
</pre>
|
||||
</div></div></li>
|
||||
<li>Before importing the signed certificate, you must have the CA's certificate in your keystore as a <em>trusted certificate</em>. Get their certificate, and import it with a command like this (for the example <em>mitCA.pem</em>):
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> $JAVA_HOME/bin/keytool -keystore $CATALINA_BASE/conf/keystore
|
||||
-storepass changeit \
|
||||
-<span class="code-keyword">import</span> -alias mitCA -trustcacerts -file mitCA.pem
|
||||
</pre>
|
||||
</div></div></li>
|
||||
<li>Finally, when you get the signed certificate from your CA, import it into the keystore with a command like the following example: (cert is in the file <em>signed-cert.pem</em>)
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> $JAVA_HOME/bin/keytool -keystore $CATALINA_BASE/conf/keystore
|
||||
-storepass changeit \
|
||||
-<span class="code-keyword">import</span> -alias tomcat -trustcacerts -file signed-cert.pem
|
||||
</pre>
|
||||
</div></div>
|
||||
<p> Since you now have a signed server certificate in your keystore, you can, obviously, skip the next steps of installing a signed server certificate and the server CA's certificate.</p></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Create a Java keystore for your server with the password <em>changeit</em>, and install your server certificate under the alias <em>"tomcat"</em>. This assumes the certificate was put in the file <em>server.pem</em>:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> $JAVA_HOME/bin/keytool -genkey -alias tomcat -keyalg RSA -keystore
|
||||
$CATALINA_BASE/conf/keystore -storepass changeit
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>When answering the questions to identify the certificate, be sure to respond to "First and last name" with the fully-qualified domain name of your server (e.g. <em>test-dspace.myuni.edu</em>). The other questions are not important.</p></li>
|
||||
<li>Optional – ONLY if you need to accept client certificates for the X.509 certificate stackable authentication module See the configuration section for instructions on enabling the X.509 authentication method. Load the keystore with the CA (certifying authority) certificates for the authorities of any clients whose certificates you wish to accept. For example, assuming the client CA certificate is in <em>client1.pem</em>:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> $JAVA_HOME/bin/keytool -<span class="code-keyword">import</span> -noprompt -storepass changeit
|
||||
-trustcacerts -keystore $CATALINA_BASE/conf/keystore -alias client1
|
||||
-file client1.pem
|
||||
</pre>
|
||||
</div></div></li>
|
||||
<li>Follow the procedure in the section above to add another Connector tag, for the HTTPS port, to your <em>server.xml</em> file.</li>
|
||||
</ol>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h4><a name="Installation-TouseSSLonApacheHTTPDwithmodjk%3A"></a>To use SSL on Apache HTTPD with mod_jk:</h4>
|
||||
|
||||
<p>If you choose <a href="http://httpd.apache.org/" title="Apache HTTPD">Apache HTTPD</a> as your primary HTTP server, you can have it forward requests to the <a href="http://tomcat.apache.org/" title="Tomcat servlet container">Tomcat servlet container</a> via <a href="http://tomcat.apache.org/connectors-doc/" title="Apache Jakarta Tomcat Connector">Apache Jakarta Tomcat Connector</a>. This can be configured to work over SSL as well. First, you must configure Apache for SSL; for Apache 2.0 see <a href="http://httpd.apache.org/docs/2.0/ssl/" title="Apache SSL/TLS Encryption">Apache SSL/TLS Encryption</a> for information about using <a href="http://httpd.apache.org/docs/2.0/mod/mod_ssl.html" title="mod_ssl">mod_ssl</a>.</p>
|
||||
|
||||
<p><b><em>If you are using X.509 Client Certificates for authentication:</em></b> add these configuration options to the appropriate <em>httpd</em> configuration file, e.g. <em>ssl.conf</em>, and be sure they are in force for the virtual host and namespace locations dedicated to DSpace:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> ## SSLVerifyClient can be <span class="code-quote">"optional"</span> or
|
||||
<span class="code-quote">"require"</span>
|
||||
SSLVerifyClient optional
|
||||
SSLVerifyDepth 10
|
||||
SSLCACertificateFile
|
||||
path-to-your-client-CA-certificate
|
||||
SSLOptions StdEnvVars ExportCertData
|
||||
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>Now consult the <a href="http://tomcat.apache.org/connectors-doc/" title="Apache Jakarta Tomcat Connector">Apache Jakarta Tomcat Connector</a> documentation to configure the <em>mod_jk</em> (note: <b>NOT</b><em>mod_jk2</em>) module. Select the AJP 1.3 connector protocol. Also follow the instructions there to configure your Tomcat server to respond to AJP.</p>
|
||||
|
||||
<p><b>To use SSL on Apache HTTPD with mod_webapp</b> consult the DSpace 1.3.2 documentation. Apache have deprecated the <em>mod_webapp</em> connector and recommend using <em>mod_jk</em>.</p>
|
||||
|
||||
<p><b>To use Jetty's HTTPS support</b> consult the documentation for the relevant tool.</p>
|
||||
|
||||
|
||||
|
||||
<h3><a name="Installation-TheHandleServer"></a>The Handle Server</h3>
|
||||
|
||||
<p>First a few facts to clear up some common misconceptions:</p>
|
||||
|
||||
<ul>
|
||||
<li>You don't <b>have</b> to use CNRI's Handle system. At the moment, you need to change the code a little to use something else (e.g PURLs) but that should change soon.</li>
|
||||
<li>You'll notice that while you've been playing around with a test server, DSpace has apparently been creating handles for you looking like <em>hdl:123456789/24</em> and so forth. These aren't really Handles, since the global Handle system doesn't actually know about them, and lots of other DSpace test installs will have created the same IDs. They're only really Handles once you've registered a prefix with CNRI (see below) and have correctly set up the Handle server included in the DSpace distribution. This Handle server communicates with the rest of the global Handle infrastructure so that anyone that understands Handles can find the Handles your DSpace has created.<br/>
|
||||
If you want to use the Handle system, you'll need to set up a Handle server. This is included with DSpace. Note that this is not required in order to evaluate DSpace; you only need one if you are running a production service. You'll need to obtain a Handle prefix from <a href="http://www.handle.net/" title="the central CNRI Handle site">the central CNRI Handle site</a>.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>A Handle server runs as a separate process that receives TCP requests from other Handle servers, and issues resolution requests to a global server or servers if a Handle entered locally does not correspond to some local content. The Handle protocol is based on TCP, so it will need to be installed on a server that can broadcast and receive TCP on port 2641.</p>
|
||||
|
||||
<ol>
|
||||
<li>To configure your DSpace installation to run the handle server, run the following command:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">[dspace]/bin/dspace make-handle-config [dspace]/handle-server</pre>
|
||||
</div></div>
|
||||
<p> Ensure that <em>[dspace]/handle-server</em> matches whatever you have in <em>dspace.cfg</em> for the <em>handle.dir</em> property.</p></li>
|
||||
<li>Edit the resulting <em>[dspace]/handle-server/config.dct</em> file to include the following lines in the <em>"server_config"</em> clause:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><span class="code-quote">"storage_type"</span> = <span class="code-quote">"CUSTOM"</span>
|
||||
<span class="code-quote">"storage_class"</span> = <span class="code-quote">"org.dspace.handle.HandlePlugin"</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>This tells the Handle server to get information about individual Handles from the DSpace code.</p></li>
|
||||
<li>Once the configuration file has been generated, you will need to go to <a href="http://hdl.handle.net/4263537/5014">http://hdl.handle.net/4263537/5014</a> to upload the generated sitebndl.zip file. The upload page will ask you for your contact information. An administrator will then create the naming authority/prefix on the root service (known as the Global Handle Registry), and notify you when this has been completed. You will not be able to continue the handle server installation until you receive further information concerning your naming authority.</li>
|
||||
<li>When CNRI has sent you your naming authority prefix, you will need to edit the <em>config.dct</em> file. The file will be found in <em>/[dspace]/handle-server</em>. Look for <em>"300:0.NA/YOUR_NAMING_AUTHORITY"</em>. Replace <em>YOUR_NAMING_AUTHORITY</em> with the assigned naming authority prefix sent to you.</li>
|
||||
<li>Now start your handle server (as the dspace user):
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">[dspace]/bin/start-handle-server</pre>
|
||||
</div></div>
|
||||
<p>Note that since the DSpace code manages individual Handles, administrative operations such as Handle creation and modification aren't supported by DSpace's Handle server.</p></li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h4><a name="Installation-UpdatingExistingHandlePrefixes"></a>Updating Existing Handle Prefixes</h4>
|
||||
|
||||
<p>If you need to update the handle prefix on items created before the CNRI registration process you can run the <em>[dspace]/bin/dspace update-handle-prefix script</em>. You may need to do this if you loaded items prior to CNRI registration (e.g. setting up a demonstration system prior to migrating it to production). The script takes the current and new prefix as parameters. For example:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">[dspace]/bin/dspace update-handle-prefix 123456789 1303
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>This script will change any handles currently assigned prefix 123456789 to prefix 1303, so for example handle 123456789/23 will be updated to 1303/23 in the database.</p>
|
||||
|
||||
|
||||
|
||||
<h3><a name="Installation-GoogleandHTMLsitemaps"></a>Google and HTML sitemaps</h3>
|
||||
|
||||
<p>To aid web crawlers index the content within your repository, you can make use of sitemaps. There are currently two forms of sitemaps included in DSpace; Google sitemaps and HTML sitemaps.</p>
|
||||
|
||||
<p>Sitemaps allow DSpace to expose it's content without the crawlers having to index every page. HTML sitemaps provide a list of all items, collections and communities in HTML format, whilst Google sitemaps provide the same information in gzipped XML format.</p>
|
||||
|
||||
<p>To generate the sitemaps, you need to run <em>[dspace]/bin/generate-sitemaps</em> This creates the sitemaps in <em>[dspace]/sitemaps/</em></p>
|
||||
|
||||
<p>The sitemaps can be accessed from the following URLs:</p>
|
||||
|
||||
<ul>
|
||||
<li><a href="http://dspace.example.com/dspace/sitemap">http://dspace.example.com/dspace/sitemap</a> - Index sitemap</li>
|
||||
<li><a href="http://dspace.example.com/dspace/sitemap?map=0">http://dspace.example.com/dspace/sitemap?map=0</a> - First list of items (up to 50,000)</li>
|
||||
<li><a href="http://dspace.example.com/dspace/sitemap?map=n">http://dspace.example.com/dspace/sitemap?map=n</a> - Subsequent lists of items (e.g. 50,0001 to 100,000) etc...<br/>
|
||||
HTML sitemaps follow the same procedure:</li>
|
||||
<li><a href="http://dspace.example.com/dspace/htmlmap">http://dspace.example.com/dspace/htmlmap</a> - Index HTML based sitemap</li>
|
||||
<li>etc...</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>When running <em>[dspace]/bin/generate-sitemaps</em> the script informs Google that the sitemaps have been updated. For this update to register correctly, you must first register your Google sitemap index page (<em>/dspace/sitemap</em>) with Google at <a href="http://www.google.com/webmasters/sitemaps/" title="http://www.google.com/webmasters/sitemaps/">http://www.google.com/webmasters/sitemaps/</a>. If your DSpace server requires the use of a HTTP proxy to connect to the Internet, ensure that you have set <em>http.proxy.host</em> and <em>http.proxy.port</em> in <em>[dspace]/config/dspace.cfg</em></p>
|
||||
|
||||
<p>The URL for pinging Google, and in future, other search engines, is configured in <em>[dspace-space]/config/dspace.cfg</em> using the <em>sitemap.engineurls</em> setting where you can provide a comma-separated list of URLs to 'ping'.</p>
|
||||
|
||||
<p>You can generate the sitemaps automatically every day using an additional cron job:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"># Generate sitemaps
|
||||
|
||||
|
||||
0 6 * * * [dspace]/bin/generate-sitemaps
|
||||
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<h3><a name="Installation-DSpaceStatistics"></a>DSpace Statistics</h3>
|
||||
|
||||
<p>DSpace uses the Apache Solr application underlaying the statistics. There is no need to download any separate software. All the necessary software is included. To understand all of the configuration property keys, the user should refer to 5.2.35 DSpace Statistic Configuration for detailed information.</p>
|
||||
|
||||
<ol>
|
||||
<li><b>DSpace Configuration for Accessing Solr.</b> In the <em>dspace.cfg</em> file review the following fields to make sure they are uncommented:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">solr.log.server = ${dspace.baseUrl}/solr/statistics
|
||||
solr.dbfile = ${dspace.dir}/config/GeoLiteCity.dat
|
||||
solr.spiderips.urls = http:<span class="code-comment">//iplists.com/google.txt, \
|
||||
</span> http:<span class="code-comment">//iplists.com/inktomi.txt, \
|
||||
</span> http:<span class="code-comment">//iplists.com/lycos.txt, \
|
||||
</span> http:<span class="code-comment">//iplists.com/infoseek.txt, \
|
||||
</span> http:<span class="code-comment">//iplists.com/altavista.txt, \
|
||||
</span> http:<span class="code-comment">//iplists.com/excite.txt, \
|
||||
</span> http:<span class="code-comment">//iplists.com/misc.txt, \
|
||||
</span> http:<span class="code-comment">//iplists.com/non_engines.txt</span></pre>
|
||||
</div></div></li>
|
||||
<li><b>DSpace logging configuration for Solr.</b> If your DSpace instance is protected by a proxy server, in order for Solr to log the correct IP address of the user rather than of the proxy, it must be configured to look for the X-Forwarded-For header. This feature can be enabled by ensuring the following setting is uncommented in the logging section of <em>dspace.cfg</em>:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">useProxies = <span class="code-keyword">true</span></pre>
|
||||
</div></div></li>
|
||||
<li><b>Configuration Control.</b> In the <em>dspace.cfg</em> set the following property key:_statistics.item.authorization.admin=true_This will require the user to sign on to see that statistics. Setting the statistics to "false" will make them publicly available.</li>
|
||||
<li>Final steps.
|
||||
<ul>
|
||||
<li>Perform the following step:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">cd [dspace-source]/dspace
|
||||
mvn <span class="code-keyword">package</span>
|
||||
cd [dspace-source]/dspace/target/dspace-<version>-build.dir
|
||||
ant -Dconfig=[dspace]/config/dspace.cfg update
|
||||
cp -R [dspace]/webapps/* [TOMCAT]/webapps
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>If you only need to build the statistics, and don't make any changes to other web applications, you can replace the copy step above with: <em>cp -R [dspace]/webapps/solr [TOMCAT]/webapps</em></p></li>
|
||||
<li>Restart your webapps (Tomcat/Jetty/Resin)</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
|
||||
|
||||
<h2><a name="Installation-WindowsInstallation"></a>Windows Installation</h2>
|
||||
|
||||
<h3><a name="Installation-PrerequisiteSoftware"></a>Pre-requisite Software</h3>
|
||||
|
||||
<p>If you are installing DSpace on Windows, you will still need to install all the same <a href="#Installation-PrerequisiteSoftware">Prerequisite Software</a>, as listed above.</p>
|
||||
|
||||
<ul>
|
||||
<li>If you install PostgreSQL, it's recommended to select to install the pgAdmin III tool. It provides a nice User Interface for interacting with PostgreSQL databases.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="Installation-InstallationSteps"></a>Installation Steps</h3>
|
||||
|
||||
<ol>
|
||||
<li>Download the DSpace source from <a href="http://sourceforge.net/projects/dspace" title="SourceForge">SourceForge</a> and unzip it (<a href="http://www.winzip.com/" title="WinZip">WinZip</a> will do this)</li>
|
||||
<li>Ensure the PostgreSQL service is running, and then run pgAdmin III (Start -> PostgreSQL 8.0 -> pgAdmin III). Connect to the local database as the postgres user and:
|
||||
<ul>
|
||||
<li>Create a 'Login Role' (user) called <em>dspace</em> with the password <em>dspace</em></li>
|
||||
<li>Create a database called <em>dspace</em> owned by the user <em>dspace</em>, with UTF-8 encoding</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Update paths in <em>[dspace-source]\dspace\config\dspace.cfg</em>. <b>Note:</b> Use forward slashes / for path separators, though you can still use drive letters, e.g.:_dspace.dir = C:/DSpace_Make sure you change all of the parameters with file paths to suit, specifically:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> dspace.dir
|
||||
config.template.log4j.properties
|
||||
config.template.log4j-handle-plugin.properties
|
||||
config.template.oaicat.properties
|
||||
assetstore.dir
|
||||
log.dir
|
||||
upload.temp.dir
|
||||
report.dir
|
||||
handle.dir
|
||||
</pre>
|
||||
</div></div></li>
|
||||
<li>Create the directory for the DSpace installation (e.g. <em>C:\DSpace</em>)</li>
|
||||
<li>Generate the DSpace installation package by running the following from command line (cmd) from your <em>[dspace-source]/dspace/</em> directory:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">mvn <span class="code-keyword">package</span>
|
||||
</pre>
|
||||
</div></div>
|
||||
<ul>
|
||||
<li><em>Note #1:</em> This will generate the DSpace installation package in your <em>[dspace-source]/dspace/target/dspace-[version]-build.dir/</em> directory.</li>
|
||||
<li><em>Note #2:</em> Without any extra arguments, the DSpace installation package is initialized for PostgreSQL. If you want to use Oracle instead, you should build the DSpace installation package as follows:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">mvn -Ddb.name=oracle <span class="code-keyword">package</span></pre>
|
||||
</div></div></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Initialize the DSpace database and install DSpace to <em>[dspace]</em> (e.g. <em>C:\DSpace</em>) by running the following from command line from your <em>[dspace-source]/dspace/target/dspace-[version]-build.dir/</em> directory:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">ant fresh_install</pre>
|
||||
</div></div>
|
||||
<ul>
|
||||
<li><em>Note:</em> to see a complete list of build targets, run: <tt>ant help</tt></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Create an administrator account, by running the following from your <em>[dspace]</em> (e.g. <em>C:\DSpace</em>) directory:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">[dspace]\bin\dspace create-administrator</pre>
|
||||
</div></div></li>
|
||||
<li>Copy the Web application directories from <em>[dspace]\webapps</em> to Tomcat's webapps dir, which should be somewhere like <em>C:\Program Files\Apache Software Foundation\Tomcat\webapps</em>
|
||||
<ul>
|
||||
<li>Alternatively, Tell your Tomcat installation where to find your DSpace web application(s). As an example, in the <em><Host></em> section of your <em>[tomcat]/conf/server.xml</em> you could add lines similar to the following (but replace <em>[dspace]</em> with your installation location):
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><!-- DEFINE A CONTEXT PATH FOR DSpace JSP User Interface -->
|
||||
<Context path=<span class="code-quote">"/jspui"</span> docBase=<span class="code-quote">"[dspace]\webapps\jspui"</span> debug=<span class="code-quote">"0"</span>
|
||||
reloadable=<span class="code-quote">"<span class="code-keyword">true</span>"</span> cachingAllowed=<span class="code-quote">"<span class="code-keyword">false</span>"</span>
|
||||
allowLinking=<span class="code-quote">"<span class="code-keyword">true</span>"</span>/>
|
||||
|
||||
<!-- DEFINE A CONTEXT PATH FOR DSpace OAI User Interface -->
|
||||
<Context path=<span class="code-quote">"/oai"</span> docBase=<span class="code-quote">"[dspace]\webapps\oai"</span> debug=<span class="code-quote">"0"</span>
|
||||
reloadable=<span class="code-quote">"<span class="code-keyword">true</span>"</span> cachingAllowed=<span class="code-quote">"<span class="code-keyword">false</span>"</span>
|
||||
allowLinking=<span class="code-quote">"<span class="code-keyword">true</span>"</span>/>
|
||||
</pre>
|
||||
</div></div></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Start the Tomcat service</li>
|
||||
<li>Browse to either <a href="http://localhost:8080/jspui">http://localhost:8080/jspui</a> or <a href="http://localhost:8080/xmlui">http://localhost:8080/xmlui</a>. You should see the DSpace home page for either the JSPUI or XMLUI, respectively.</li>
|
||||
</ol>
|
||||
|
||||
|
||||
|
||||
<h2><a name="Installation-CheckingYourInstallation"></a>Checking Your Installation</h2>
|
||||
|
||||
<p>The administrator needs to check the installation to make sure all components are working. Here is list of checks to be performed. In brackets after each item, it the associated component or components that might be the issue needing resolution.</p>
|
||||
|
||||
<ul>
|
||||
<li>System is up and running. <em>User can see the DSpace home page. [Tomcat/Jetty, firewall, IP assignment, DNS]</em></li>
|
||||
<li>Database is running and working correctly. <em>Attempt to create a user, community or collection [PostgreSQL, Oracle]</em><em>Run the test database command to see if other issues are being report:</em><em>[dspace]/bin/dspace test-database</em></li>
|
||||
<li>Email subsystem is running. The user can issue the following command to test the email system. t attempts to send a test email to the email address that is set in dspace.cfg (mail.admin). If it fails, you will get messages informing you as to why, will refer you to the DSpace documentation. <em>[dspace]/bin/test-email</em></li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="Installation-KnownBugs"></a>Known Bugs</h2>
|
||||
|
||||
<p>In any software project of the scale of DSpace, there will be bugs. Sometimes, a stable version of DSpace includes known bugs. We do not always wait until every known bug is fixed before a release. If the software is sufficiently stable and an improvement on the previous release, and the bugs are minor and have known workarounds, we release it to enable the community to take advantage of those improvements.</p>
|
||||
|
||||
<p>The known bugs in a release are documented in the <em>KNOWN_BUGS</em> file in the source package.</p>
|
||||
|
||||
<p>Please see the <a href="https://jira.duraspace.org/browse/DS">DSpace bug tracker</a> for further information on current bugs, and to find out if the bug has subsequently been fixed. This is also where you can report any further bugs you find.</p>
|
||||
|
||||
|
||||
<h2><a name="Installation-CommonProblems"></a>Common Problems</h2>
|
||||
|
||||
<p>In an ideal world everyone would follow the above steps and have a fully functioning DSpace. Of course, in the real world it doesn't always seem to work out that way. This section lists common problems that people encounter when installing DSpace, and likely causes and fixes. This is likely to grow over time as we learn about users' experiences.</p>
|
||||
|
||||
<ul>
|
||||
<li><b>Database errors occur when you run</b> <tt>ant fresh_install</tt>: There are two common errors that occur.
|
||||
<ul>
|
||||
<li>If your error looks like this:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">[java] 2004-03-25 15:17:07,730 INFO
|
||||
org.dspace.storage.rdbms.InitializeDatabase @ Initializing Database
|
||||
[java] 2004-03-25 15:17:08,816 FATAL
|
||||
org.dspace.storage.rdbms.InitializeDatabase @ Caught exception:
|
||||
[java] org.postgresql.util.PSQLException: Connection refused. Check
|
||||
that the hostname and port are correct and that the postmaster is
|
||||
accepting TCP/IP connections.
|
||||
[java] at
|
||||
org.postgresql.jdbc1.AbstractJdbc1Connection.openConnection(AbstractJd
|
||||
bc1Connection.java:204)
|
||||
[java] at org.postgresql.Driver.connect(Driver.java:139)</pre>
|
||||
</div></div>
|
||||
<p> it usually means you haven't yet added the relevant configuration parameter to your PostgreSQL configuration (see above), or perhaps you haven't restarted PostgreSQL after making the change. Also, make sure that the <em>db.username</em> and <em>db.password</em> properties are correctly set in <em>[dspace-source]/config/dspace.cfg</em>. An easy way to check that your DB is working OK over TCP/IP is to try this on the command line: </p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">psql -U dspace -W -h localhost</pre>
|
||||
</div></div>
|
||||
<p> Enter the <em>dspace</em> database password, and you should be dropped into the psql tool with a <em>dspace=></em> prompt.</p></li>
|
||||
<li>Another common error looks like this:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">[java] 2004-03-25 16:37:16,757 INFO
|
||||
org.dspace.storage.rdbms.InitializeDatabase @ Initializing Database
|
||||
[java] 2004-03-25 16:37:17,139 WARN
|
||||
org.dspace.storage.rdbms.DatabaseManager @ Exception initializing DB
|
||||
pool
|
||||
[java] java.lang.ClassNotFoundException: org.postgresql.Driver
|
||||
[java] at java.net.URLClassLoader$1.run(URLClassLoader.java:198)
|
||||
[java] at java.security.AccessController.doPrivileged(Native
|
||||
Method)
|
||||
[java] at
|
||||
java.net.URLClassLoader.findClass(URLClassLoader.java:186)</pre>
|
||||
</div></div>
|
||||
<p> This means that the PostgreSQL JDBC driver is not present in <em>[dspace-source]/lib</em>. See above.</p></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>Tomcat doesn't shut down</b>: If you're trying to tweak Tomcat's configuration but nothing seems to make a difference to the error you're seeing, you might find that Tomcat hasn't been shutting down properly, perhaps because it's waiting for a stale connection to close gracefully which won't happen.
|
||||
<ul>
|
||||
<li>To see if this is the case, try running: <tt>ps -ef | grep java</tt> and look for Tomcat's Java processes. If they stay around after running Tomcat's <em>shutdown.sh</em> script, trying running <tt>kill</tt> on them (or <tt>kill -9</tt> if necessary), then starting Tomcat again.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>Database connections don't work, or accessing DSpace takes forever</b>: If you find that when you try to access a DSpace Web page and your browser sits there connecting, or if the database connections fail, you might find that a 'zombie' database connection is hanging around preventing normal operation.
|
||||
<ul>
|
||||
<li>To see if this is the case, try running: <tt>ps -ef | grep postgres</tt></li>
|
||||
<li>You might see some processes like this:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">dspace 16325 1997 0 Feb 14 ? 0:00 postgres: dspace dspace 127.0.0.1 idle in transaction</pre>
|
||||
</div></div>
|
||||
<p> This is normal. DSpace maintains a 'pool' of open database connections, which are re-used to avoid the overhead of constantly opening and closing connections. If they're 'idle' it's OK; they're waiting to be used.</p></li>
|
||||
<li>However sometimes, if something went wrong, they might be stuck in the middle of a query, which seems to prevent other connections from operating, e.g.:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">dspace 16325 1997 0 Feb 14 ? 0:00 postgres: dspace dspace 127.0.0.1 SELECT</pre>
|
||||
</div></div>
|
||||
<p> This means the connection is in the middle of a <em>SELECT</em> operation, and if you're not using DSpace right that instant, it's probably a 'zombie' connection. If this is the case, try running <tt>kill</tt> on the process, and stopping and restarting Tomcat.</p></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<br/>
|
||||
<div class="tabletitle">
|
||||
<a name="attachments">Attachments:</a>
|
||||
</div>
|
||||
|
||||
<div class="greybox" align="left">
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022840/22675570.png">warning.png</a> (image/png)
|
||||
<br/>
|
||||
</div>
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
75
dspace/docs/html/Introduction.html
Normal file
@@ -0,0 +1,75 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Introduction</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Introduction
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Mar 07, 2011 by <font color="#0050B2">tdonohue</font>.
|
||||
</div>
|
||||
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Online Version of Documentation also available</b><br />This documentation was produced with <a href="http://www.atlassian.com/software/confluence/">Confluence</a> software. HTML and PDF versions were generated directly from Confluence. An online, updated version of this Documentation is also available at: <a href="https://wiki.duraspace.org/display/DSDOC">https://wiki.duraspace.org/display/DSDOC</a></td></tr></table></div>
|
||||
|
||||
|
||||
<h1><a name="Introduction-DSpaceSystemDocumentation%3AIntroduction"></a>DSpace System Documentation: Introduction</h1>
|
||||
|
||||
|
||||
<p>DSpace is an open source software platform that enables organisations to:</p>
|
||||
|
||||
<ul>
|
||||
<li>capture and describe digital material using a submission workflow module, or a variety of programmatic ingest options</li>
|
||||
<li>distribute an organisation's digital assets over the web through a search and retrieval system</li>
|
||||
<li>preserve digital assets over the long term</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>This system documentation includes a <a href="Functional Overview.html" title="Functional Overview">functional overview of the system</a>, which is a good introduction to the capabilities of the system, and should be readable by non-technical folk. Everyone should read this section first because it introduces some terminology used throughout the rest of the documentation.</p>
|
||||
|
||||
<p>For people actually running a DSpace service, there is an <a href="Installation.html" title="Installation">installation guide</a>, and sections on <a href="Configuration.html" title="Configuration">configuration</a> and the <a href="Directories.html" title="Directories">directory structure</a>. </p>
|
||||
|
||||
<p>Finally, for those interested in the details of how DSpace works, and those potentially interested in modifying the code for their own purposes, there is a detailed <a href="Architecture.html" title="Architecture">architecture and design section</a>.</p>
|
||||
|
||||
<p>Other good sources of information are:</p>
|
||||
|
||||
<ul>
|
||||
<li>The DSpace Public API Javadocs. Build these with the command <tt>mvn javadoc:javadoc</tt></li>
|
||||
<li>The <a href="http://wiki.dspace.org/">DSpace Wiki</a> contains stacks of useful information about the DSpace platform and the work people are doing with it. You are strongly encouraged to visit this site and add information about your own work. Useful Wiki areas are:
|
||||
<ul>
|
||||
<li><a href="https://wiki.duraspace.org/display/DSPACE/DSpaceResources" title="DSpaceResources">A list of DSpace resources</a> (Web sites, mailing lists etc.)</li>
|
||||
<li><a href="https://wiki.duraspace.org/display/DSPACE/TechnicalFaq" title="TechnicalFaq">Technical FAQ</a></li>
|
||||
<li><a href="http://www.dspace.org/whos-using-dspace/Repository-List.html">A list of projects using DSpace</a></li>
|
||||
<li><a href="https://wiki.duraspace.org/display/DSPACE/Code+Contribution+Guidelines" title="Code Contribution Guidelines">Guidelines for contributing back to DSpace</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a href="http://www.dspace.org/">www.dspace.org</a> has announcements and contains useful information about bringing up an instance of DSpace at your organization.</li>
|
||||
<li>The <a href="https://lists.sourceforge.net/lists/listinfo/dspace-general">DSpace General List</a>. Join DSpace-General to ask questions or join discussions about non-technical aspects of building and running a DSpace service. It is open to all DSpace users. Ask questions, share news, and spark discussion about DSpace with people managing other DSpace sites. Watch DSpace-General for news of software releases, user conferences, and announcements from the DSpace Federation.</li>
|
||||
<li>The <a href="https://lists.sourceforge.net/lists/listinfo/dspace-tech">DSpace Technical List</a>. DSpace developers help answer installation and technology questions, share information and help each other solve technical problems through the DSpace-Tech mailing list. Post questions or contribute your expertise to other developers working with the system.</li>
|
||||
<li>The <a href="https://lists.sourceforge.net/lists/listinfo/dspace-devel">DSpace Development List</a>. Join Discussions among DSpace Developers. The DSpace-Devel listserv is for DSpace developers working on the DSpace platform to share ideas and discuss code changes to the open source platform. Join other developers to shape the evolution of the DSpace software. The DSpace community depends on its members to frame functional requirements and high-level architecture, and to facilitate programming, testing, documentation and to the project.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
118
dspace/docs/html/JSPUI Configuration and Customization.html
Normal file
@@ -0,0 +1,118 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : JSPUI Configuration and Customization</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : JSPUI Configuration and Customization
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Dec 14, 2010 by <font color="#0050B2">tdonohue</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="JSPUIConfigurationandCustomization-DSpaceSystemDocumentation%3AJPSUIConfigurationandCustomization"></a>DSpace System Documentation: JPSUI Configuration and Customization</h1>
|
||||
|
||||
<p>The DSpace digital repository supports two user interfaces: one based on JavaServer Pages (JSP) technologies and one based upon the Apache Cocoon framework (XMLUI). This chapter describes those parameters which are specific to the JPSUI interface.</p>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1292368302632 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1292368302632 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1292368302632 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1292368302632'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#JSPUIConfigurationandCustomization-Configuration'>Configuration</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#JSPUIConfigurationandCustomization-CustomizingtheJSPpages'>Customizing the JSP pages</a></li>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="JSPUIConfigurationandCustomization-Configuration"></a>Configuration</h2>
|
||||
|
||||
<p>The user will need to refer to the extensive <a href="Configuration.html" title="Configuration">WebUI/JSPUI configurations</a> that are contained in JSP Web Interface Settings.</p>
|
||||
|
||||
|
||||
<h2><a name="JSPUIConfigurationandCustomization-CustomizingtheJSPpages"></a>Customizing the JSP pages</h2>
|
||||
|
||||
<p>The JSPUI interface is implemented using Java Servlets which handle the business logic, and JavaServer Pages (JSPs) which produce the HTML pages sent to an end-user. Since the JSPs are much closer to HTML than Java code, altering the look and feel of DSpace is relatively easy.</p>
|
||||
|
||||
<p>To make it even easier, DSpace allows you to 'override' the JSPs included in the source distribution with modified versions, that are stored in a separate place, so when it comes to updating your site with a new DSpace release, your modified versions will not be overwritten. It should be possible to dramatically change the look of DSpace to suit your organization by just changing the CSS style file and the site 'skin' or 'layout' JSPs in <em>jsp/layout</em>; if possible, it is recommended you limit local customizations to these files to make future upgrades easier.</p>
|
||||
|
||||
<p>You can also easily edit the text that appears on each JSP page by editing the <em>Messages.properties</em> file. However, note that unless you change the entry in all of the different language message files, users of other languages will still see the default text for their language. See Internationalization in Application Layer.</p>
|
||||
|
||||
<p>Note that the data (attributes) passed from an underlying Servlet to the JSP may change between versions, so you may have to modify your customized JSP to deal with the new data.</p>
|
||||
|
||||
<p>Thus, if possible, it is recommended you limit your changes to the 'layout' JSPs and the stylesheet.</p>
|
||||
|
||||
<p>The JSPs are available in one of two places:</p>
|
||||
|
||||
<ul>
|
||||
<li><em>[dspace-source]/dspace-jspui/dspace-jspui-webapp/src/main/webapp/</em> - Only exists if you downloaded the full Source Release of DSpace</li>
|
||||
<li><em>[dspace-source]/dspace/target/dspace-[version].dir/webapps/dspace-jspui-webapp/</em> - The location where they are copied after first building DSpace.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>If you wish to modify a particular JSP, place your edited version in the <b><em>[dspace-source]/dspace/modules/jspui/src/main/webapp/</em></b> directory (<em>this is the replacement for the pre-1.5 /jsp/local directory</em>), with the same path as the original. If they exist, these will be used in preference to the default JSPs. For example:</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <b>DSpace default</b> </td>
|
||||
<td class='confluenceTd'> <b>Locally-modified version</b> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[jsp.dir]/community-list.jsp</em> </td>
|
||||
<td class='confluenceTd'> <em>[jsp.custom-dir]/dspace/modules/jspui/src/main/webapp/community-list.jsp</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> <em>[jsp.dir]/mydspace/main.jsp</em> </td>
|
||||
<td class='confluenceTd'> <em>[jsp.custom-dir]/dspace/modules/jspui/src/main/webapp/mydspace/main.jsp</em> </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
<p>Heavy use is made of a style sheet, <em>styles.css</em>. If you make edits, copy the local version to <em>[jsp.custom-dir]/dspace/modules/jspui/src/main/webapp/styles.css</em>, and it will be used automatically in preference to the default, as described above.</p>
|
||||
|
||||
<p>Fonts and colors can be easily changed using the stylesheet. The stylesheet is a JSP so that the user's browser version can be detected and the stylesheet tweaked accordingly.</p>
|
||||
|
||||
<p>The 'layout' of each page, that is, the top and bottom banners and the navigation bar, are determined by the JSPs <em>/layout/header-*.jsp</em> and <em>/layout/footer-*.jsp</em>. You can provide modified versions of these (in <em>[jsp.custom-dir]/dspace/modules/jspui/src/main/webapp/layout</em>), or define more styles and apply them to pages by using the "style" attribute of the <em>dspace:layout</em> tag.</p>
|
||||
|
||||
<ol>
|
||||
<li>Rebuild the DSpace installation package by running the following command from your <em>[dspace-source]/dspace/</em> directory:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">mvn <span class="code-keyword">package</span></pre>
|
||||
</div></div></li>
|
||||
<li>Update all DSpace webapps to <em>[dspace]/webapps</em> by running the following command from your <em>[dspace-source]/dspace/target/dspace-[version]-build.dir</em> directory:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">ant -Dconfig=[dspace]/config/dspace.cfg update </pre>
|
||||
</div></div></li>
|
||||
<li>Deploy the the new webapps:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">cp -R /[dspace]/webapps/* /[tomcat]/webapps</pre>
|
||||
</div></div></li>
|
||||
<li>Restart Tomcat<br/>
|
||||
When you restart the web server you should see your customized JSPs.</li>
|
||||
</ol>
|
||||
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
212
dspace/docs/html/Mirage Configuration and Customization.html
Normal file
@@ -0,0 +1,212 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Mirage Configuration and Customization</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Mirage Configuration and Customization
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Mar 25, 2011 by <font color="#0050B2">peterdietz</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="MirageConfigurationandCustomization-MirageThemeConfigurationandCustomization"></a>Mirage Theme Configuration and Customization</h1>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1301079432729 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1301079432729 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1301079432729 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1301079432729'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#MirageConfigurationandCustomization-Introduction'>Introduction</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#MirageConfigurationandCustomization-ConfigurationParameters'>Configuration Parameters</a></li>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#MirageConfigurationandCustomization-TechnicalFeatures'>Technical Features</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>3.1</span> <a href='#MirageConfigurationandCustomization-Look%26Feel'>Look & Feel</a></li>
|
||||
<li><span class='TOCOutline'>3.2</span> <a href='#MirageConfigurationandCustomization-Structuralenhancementsforeasiercustomization.'>Structural enhancements for easier customization.</a></li>
|
||||
<li><span class='TOCOutline'>3.3</span> <a href='#MirageConfigurationandCustomization-EnhancedPerformance'>Enhanced Performance</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#MirageConfigurationandCustomization-Troubleshooting'>Troubleshooting</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.1</span> <a href='#MirageConfigurationandCustomization-ErrorsusingHTTPS'>Errors using HTTPS</a></li>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="MirageConfigurationandCustomization-Introduction"></a>Introduction</h2>
|
||||
|
||||
<p>Mirage is a new XMLUI theme, added in DSpace 1.7 by <a href="http://www.atmire.com">@mire</a>. The code was mainly developed by <a href="mailto:art@atmire.com">Art Lowel</a>. The main benefits of Mirage are:</p>
|
||||
|
||||
<ul>
|
||||
<li>Clean new look and feel.</li>
|
||||
<li>Increased browser compatibility. The whole theme renders perfectly in today's modern browsers (Internet Explorer 7 and higher, Firefox, Safari, Chrome, ...)</li>
|
||||
<li>Easier to customize.</li>
|
||||
<li>Enhanced Performance</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="MirageConfigurationandCustomization-ConfigurationParameters"></a>Configuration Parameters</h2>
|
||||
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> xmlui.theme.mirage.item-list.emphasis </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> xmlui.theme.mirage.item-list.emphasis = metadata <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Determines which style should be used to display item lists. Allowed values: <br class="atl-forced-newline" />
|
||||
<ul>
|
||||
<li><b>metadata</b>: includes item abstracts in the listing and is suited for scientific articles.</li>
|
||||
<li><b>file</b>: immediately shows you whether files are attached to the items, by displaying a large thumbnail icon for each of the items. <br class="atl-forced-newline" />
|
||||
metadata is the default value. </li>
|
||||
</ul>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> xmlui.theme.enableConcatenation <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> xmlui.theme.enableConcatenation = false <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Allows to enable concatenation for .js and .css files. Enhances performance when enabled by lowering the number of files that needs to be sent to the client per page request (as multiple files will be concatenated together and sent as one file). Value can be true or false. False by default. <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> xmlui.theme.enableMinification <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> xmlui.theme.enableMinification = false <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Allows to enable minification for .js and .css files. Enhances performance when enabled by removing unnecessary whitespaces and other characters, thus reducing the size of files to be sent. Value can be true or false. False by default. <br class="atl-forced-newline" /> </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
<h2><a name="MirageConfigurationandCustomization-TechnicalFeatures"></a>Technical Features</h2>
|
||||
|
||||
<h3><a name="MirageConfigurationandCustomization-Look%26Feel"></a>Look & Feel</h3>
|
||||
|
||||
<ul>
|
||||
<li>The Simple Item Display underwent a full redesign to provide visitors with a clearer overview of available metadata and associated files.</li>
|
||||
<li><b>Item list views</b> can now be displayed in two distinct different styles. Switching between these styles is possible with the new dspace.cfg parameter 'xmlui.theme.mirage.item-list.emphasis'
|
||||
<ul>
|
||||
<li>The <b>'metadata'</b> list style includes item abstracts in the listing and is suited for scientific articles.</li>
|
||||
<li>The <b>'file'</b> list style immediately shows you whether files are attached to the items, by displaying a large thumbnail icon for each of the items.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="MirageConfigurationandCustomization-Structuralenhancementsforeasiercustomization."></a>Structural enhancements for easier customization.</h3>
|
||||
|
||||
<ul>
|
||||
<li><b>Based on the new restructured dri2xhtml base templates</b>. Templates in the theme, overriding the new base templates, are located in the same folder hierarchy to ensure full transparency.</li>
|
||||
<li><b>Automated browser feature detection</b> for improved browser compatibility.
|
||||
<ul>
|
||||
<li>In other themes, user agent detection is used to identify which browser version your user is using. Based on the result of this detection, the theme would use a different cascaded style sheet (CSS) to render a compatible page for the visitor. This approach has 2 major issues:
|
||||
<ul>
|
||||
<li>User agent detection isn't very reliable</li>
|
||||
<li>Maintaining these different CSS files is a maintenance nightmare for developers, especially when using features from newer browsers.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Mirage applies two novel techniques to resolve these issues
|
||||
<ul>
|
||||
<li>For compatibility with older Internet Explorer browsers, <a href="http://paulirish.com/2008/conditional-stylesheets-vs-css-hacks-answer-neither/">conditional comments give the body tag a class corresponding to the version of IE</a></li>
|
||||
<li><a href="http://www.modernizr.com/">modernizr</a> is used to detect which css features are available in the user's browser. This way you can target all browsers that support a certain feature using css classes, and rules affecting the same element can be put together in the same place for all browsers.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>CSS files are now split up according to function</b> instead of browser. <b>style.css</b> will now fit most needs for customization. Following additional CSS files are included, but will rarely need to be changed:
|
||||
<ul>
|
||||
<li><b>reset.css</b> ensures that browser-specific initializations are being reset.</li>
|
||||
<li><b>base.css</b> contains a few base styles</li>
|
||||
<li><b>helper.css</b> contains helper classes to deal with specific functionality.</li>
|
||||
<li><b>handheld.css and print.css</b> enable you to define styles for handheld devices and printing of pages.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>jQuery and jQueryUI are included by default</b>. To avoid conflicts the authority control javascript has been rewritten to use jQuery instead of Prototype and Script.aculo.us.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="MirageConfigurationandCustomization-EnhancedPerformance"></a>Enhanced Performance</h3>
|
||||
|
||||
<ul>
|
||||
<li><b>Concatenation and</b> <b><a href="http://en.wikipedia.org/wiki/Minification_%28programming%29">Minification</a></b> <b>techniques</b> for css and js files.
|
||||
<ul>
|
||||
<li>The IncludePageMeta has been extended to generate URL's to the concatenated version of all css files using the same media tag.</li>
|
||||
<li>The ConcatenationReader has been created to return concatenated and minified versions of the css and js files.</li>
|
||||
<li>Once js and css files have been minified and concatenated, they are being properly cached. As a result, the minification and concatenation operations only need to happen once, and do not include performance overhead.</li>
|
||||
<li>Caution: when minification is enabled, all code-comments will be removed. This could be a problem for comments containing copyright notices, so for files with those comments you should disable minification by adding '?nominify' after the url e.g.
|
||||
<br class="atl-forced-newline" />
|
||||
<map:parameter name="javascript" value="lib/js/jquery-ui-1.8.5.custom.min.js?nominify"/>
|
||||
<br class="atl-forced-newline" /></li>
|
||||
<li>Disabled by default, these features need to be enabled in the configuration using the properties 'xmlui.theme.enableConcatenation' and 'xmlui.theme.enableMinification'</li>
|
||||
<li>These features can be enabled for other themes as well, but will require an alteration of the theme's sitemap.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Javascript references are included at the bottom of the page instead of the top. This optimizes page load times in general.
|
||||
<br class="atl-forced-newline" /></li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="MirageConfigurationandCustomization-Troubleshooting"></a>Troubleshooting</h2>
|
||||
|
||||
<h3><a name="MirageConfigurationandCustomization-ErrorsusingHTTPS"></a>Errors using HTTPS</h3>
|
||||
|
||||
<p>DSpace 1.7.0 ships with a hardcoded http:// link for JQuery, causing problems for users running 1.7.0 Mirage on HTTPS. While awaiting the implementation of this fix in an upcoming release, you can solve in the following file: <b>lib/core/page-structure.xsl</b>, <b>addJavascript</b> template. In this file, you will need to <b>replace</b></p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><script type=<span class="code-quote">"text/javascript"</span> src=<span class="code-quote">"http:<span class="code-comment">//ajax.googleapis.com/ajax/libs/jquery/1.4.2/jquery.min.js"</span>>&#160;</script></span>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>with</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"> <script type=<span class="code-quote">"text/javascript"</span>>
|
||||
<xsl:text disable-output-escaping=<span class="code-quote">"yes"</span>><span class="code-keyword">var</span> JsHost = ((<span class="code-quote">"https:"</span> == document.location.protocol) ? <span class="code-quote">"https:<span class="code-comment">//"</span> : <span class="code-quote">"http://"</span>);
|
||||
</span> document.write(unescape(<span class="code-quote">"%3Cscript src='"</span> + JsHost + <span class="code-quote">"ajax.googleapis.com/ajax/libs/jquery/1.4.2/jquery.min.js' type='text/javascript'%3E%3C/script%3E"</span>));</xsl:text>
|
||||
</script>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>Thanks Peter Dietz for providing this fix. Note: This issue is resolved in 1.7.1</p>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
91
dspace/docs/html/Preface.html
Normal file
@@ -0,0 +1,91 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Preface</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Preface
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Mar 25, 2011 by <font color="#0050B2">peterdietz</font>.
|
||||
</div>
|
||||
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Online Version of Documentation also available</b><br />This documentation was produced with <a href="http://www.atlassian.com/software/confluence/">Confluence</a> software. HTML and PDF versions were generated directly from Confluence. An online, updated version of this Documentation is also available at: <a href="https://wiki.duraspace.org/display/DSDOC">https://wiki.duraspace.org/display/DSDOC</a></td></tr></table></div>
|
||||
|
||||
<h1><a name="Preface-Preface"></a>Preface</h1>
|
||||
|
||||
<p>Welcome to Release 1.7.1! The committers have volunteered many hours to fix, re-write and contribute new software code for this release. Documentation has also been updated. The 1.7.1 bug fix release includes all the new features of 1.7.0 but fixes many known issues discovered since the release of 1.7.0.</p>
|
||||
|
||||
|
||||
<p>Bug Fixes in 1.7.1 include (but not exhaustive):</p>
|
||||
<ul>
|
||||
<li>DS-858 Multicore SOLR needs to prevent remote access to solr cores</li>
|
||||
<li>DS-785 SWORD deposits fail when ingest events are fired if Discovery event consumer is configured</li>
|
||||
<li>DS-806 Item.match() incorrect logic for schema testing</li>
|
||||
<li>DS-823 DatabaseManager is no longer Oracle compliant</li>
|
||||
<li>DS-821 AbstractMETSIngester creates an item before adding descriptive metadata</li>
|
||||
<li>DS-776 Collection admin cannot add bitstreams unless there is at least one bundle</li>
|
||||
<li>DS-853 MetadataExposure settings for dc.description.provenance are ignored/overridden by XMLUI templates</li>
|
||||
<li>DS-435 "My Exports" displayed in navigation bar, when no user is logged in</li>
|
||||
<li>DS-789 HTTPS renders with errors due to hardcoded HTTP link in xmlui theme</li>
|
||||
<li>DS-620 Exceeding maximum file size limit while uploading files to lead to friendly error page</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>Improvements in 1.7.1 include (but not exhaustive):</p>
|
||||
<ul>
|
||||
<li>DS-840 Add Ability to create Top Level Community at the home page</li>
|
||||
<li>DS-839 Adding Field to Choice Authority to allow Authorities to be able to know field being required</li>
|
||||
<li>DS-828 Enable "restore mode" ingestion via sword</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>The following is a list of the new features included for release 1.7.0 (not an exhaustive list):</p>
|
||||
|
||||
<ul>
|
||||
<li><a href="Mirage Configuration and Customization.html" title="Mirage Configuration and Customization">Mirage</a>: a new clean, professional looking theme for XMLUI that eases theme development</li>
|
||||
<li>DSpace Discovery: a faceted browse/search interface for XMLUI that gives a deeper and more intuitive look at repository content</li>
|
||||
<li><a href="AIP Backup and Restore.html" title="AIP Backup and Restore">Archival Information Package (AIP) Backup & Restore process</a>: allows for a backup of DSpace into a generic METS-based structure, that can be used to migrate DSpace content to another system that supports AIP's (DSpace or non-DSpace)</li>
|
||||
<li><a href="Curation System.html" title="Curation System">Curation System User Interface</a>: allows for a series of curation tasks (profile bitstream formats, virus scan, check for required metadata) to be performed on objects in DSpace</li>
|
||||
<li>PowerPoint text extraction, for searching within PowerPoint slides</li>
|
||||
<li>Improved <a href="Google Scholar Metadata Mappings.html" title="Google Scholar Metadata Mappings">Google Scholar indexing</a> on metadata and PDF content</li>
|
||||
<li>Improved performance and scalability of DSpace: the code has been thoroughly analyzed to provide major performance gains with regard to item ingestion and indexing speed to support larger repositories</li>
|
||||
<li>Automated Unit Testing of core code: helps the developers ensure the core code of DSpace is as bug free and stable as possible</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>A full list of all changes / bug fixes in 1.7.0 is available in the <a href="History.html" title="History">History</a> section.</p>
|
||||
|
||||
<p>The following people have contributed directly to this release of DSpace: @mire, Andrea Bollini, Andrea Schweer, Andreas Schwander, Andrew Hankinson, Andrew Taylor, Antero Neto, Ben Bosman, Bill Hays, BioMed Central, Bram Luyten, Caryn Neiswender, Christophe Dupriez, Claudia Jürgen, Enovation Solutions, Erick Rocha Fonseca, Flávio Botelho, Gabriela Mircea, Gareth Waller, Graham Triggs, Hardy Pottinger, Ivan Masár, Jason Stirnaman, Jeffrey Trimble, Keiji Suzuki, Keith Gilbertson, Kevin Van de Velde, Kim Shepherd, Mark Diggory, Mark H. Wood, Marvin Pollard, Michael B. Klein, Nicholas Riley, Nick Nicholas, OhioLINK, Oleksandr Sytnyk, Pere Villega, Peter Dietz, Reinhard Engels, Richard Rodgers, Robin Taylor, Sands Fish, Sarah Shreeves, Scott Phillips, Simon Brown, Stuart Lewis, Tim Donohue, Vladislav Zhivkov, Yin Yin Latt. Many of them could not do this work without the support (release time and financial) of their associated institutions. We offer thanks to those institutions for supporting their staff to take time to contribute to the DSpace project.</p>
|
||||
|
||||
<p>We apologize to any contributor accidentally left off this list. DSpace has such a large, active development community that we sometimes lose track of all our contributors. Our ongoing list of all known people/institutions that have contributed to DSpace software can be found on our <a href="https://wiki.duraspace.org/display/DSPACE/DSpaceContributors" title="DSpaceContributors">DSpace Contributors page</a>. Acknowledgements to those left off will be made in future releases. Want to make sure you make it on the short list of contributors? All you have to do is report an issue, fix a bug or help us determine the necessary requirements for a new feature! Visit our <a href="https://jira.duraspace.org/browse/DS">Issue Tracker</a> to take part and get your name on the list of DSpace Contributors!</p>
|
||||
|
||||
<p>The Documentation Gardener for this release was Jeffrey Trimble with input from everyone. All typos are his fault.</p>
|
||||
|
||||
<p>Peter Dietz is the Release Coordinator of this release. Tim Donohue helped out with coordinating the final days of the release.</p>
|
||||
|
||||
<p>Additional thanks to Tim Donohue from DuraSpace on keeping all of us focused on the work at hand, and calming us when we got excited and for the general support for the DSpace project.</p>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
306
dspace/docs/html/Storage Layer.html
Normal file
@@ -0,0 +1,306 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Storage Layer</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Storage Layer
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Feb 17, 2011 by <font color="#0050B2">helix84</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="StorageLayer-SystemArchitecture%3AStorageLayer"></a>System Architecture: Storage Layer</h1>
|
||||
|
||||
<p>In this section, we explain the storage layer: the database structure, maintenance, and the bistream store and configurations.</p>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1297952020967 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1297952020967 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1297952020967 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1297952020967'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#StorageLayer-RDBMS%2FDatabaseStructure'>RDBMS / Database Structure</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1</span> <a href='#StorageLayer-MaintenanceandBackup'>Maintenance and Backup</a></li>
|
||||
<li><span class='TOCOutline'>1.2</span> <a href='#StorageLayer-ConfiguringtheRDBMSComponent'>Configuring the RDBMS Component</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#StorageLayer-BitstreamStore'>Bitstream Store</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.1</span> <a href='#StorageLayer-Backup'>Backup</a></li>
|
||||
<li><span class='TOCOutline'>2.2</span> <a href='#StorageLayer-ConfiguringtheBitstreamStore'>Configuring the Bitstream Store</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.2.1</span> <a href='#StorageLayer-ConfiguringTraditionalStorage'>Configuring Traditional Storage</a></li>
|
||||
<li><span class='TOCOutline'>2.2.2</span> <a href='#StorageLayer-ConfiguringSRBStorage'>Configuring SRB Storage</a></li>
|
||||
</ul>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="StorageLayer-RDBMS%2FDatabaseStructure"></a>RDBMS / Database Structure</h2>
|
||||
|
||||
<p>DSpace uses a relational database to store all information about the organization of content, metadata about the content, information about e-people and authorization, and the state of currently-running workflows. The DSpace system also uses the relational database in order to maintain indices that users can browse.</p>
|
||||
|
||||
<p><span class="image-wrap" style=""><img src="attachments/22022822/21954891.png" style="border: 1px solid black"/></span></p>
|
||||
|
||||
<p>Most of the functionality that DSpace uses can be offered by any standard SQL database that supports transactions. Presently, the browse indices use some features specific to <a href="http://www.postgresql.org/" title="PostgreSQL">PostgreSQL</a> and <a href="http://www.oracle.com/database/" title="Oracle">Oracle</a>, so some modification to the code would be needed before DSpace would function fully with an alternative database back-end.</p>
|
||||
|
||||
<p>The <em>org.dspace.storage.rdbms</em> package provides access to an SQL database in a somewhat simpler form than using JDBC directly. The main class is <em>DatabaseManager</em>, which executes SQL queries and returns <em>TableRow</em> or <em>TableRowIterator</em> objects. The <em>InitializeDatabase</em> class is used to load SQL into the database via JDBC, for example to set up the schema.</p>
|
||||
|
||||
<p>All calls to the <em>Database Manager</em> require a DSpace <em>Context</em> object. Example use of the database manager API is given in the <em>org.dspace.storage.rdbms</em> package Javadoc.</p>
|
||||
|
||||
<p>The database schema used by DSpace is created by SQL statements stored in a directory specific to each supported RDBMS platform:</p>
|
||||
|
||||
<ul>
|
||||
<li>PostgreSQL schemas are in <em>[dspace-source]/dspace/etc/postgres/</em></li>
|
||||
<li>Oracle schemas are in <em>[dspace-source]/dspace/etc/oracle/</em><br/>
|
||||
The SQL (DDL) statements to create the tables for the current release, starting with an empty database, aer in <em>database_schema.sql</em>. The schema SQL file also creates the two required e-person groups (<em>Anonymous</em> and <em>Administrator</em>) that are required for the system to function properly.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>Also in <em>[dspace-source]/dspace/etc/[database]</em> are various SQL files called <em>database_schema_1x_1y</em>. These contain the necessary SQL commands to update a live DSpace database from version 1.<em>x</em> to 1.<em>y</em>. Note that this might not be the only part of an upgrade process: see Updating a DSpace Installation for details.</p>
|
||||
|
||||
<p>The DSpace database code uses an SQL function <em>getnextid</em> to assign primary keys to newly created rows. This SQL function must be safe to use if several JVMs are accessing the database at once; for example, the Web UI might be creating new rows in the database at the same time as the batch item importer. The PostgreSQL-specific implementation of the method uses <em>SEQUENCES</em> for each table in order to create new IDs. If an alternative database backend were to be used, the implementation of <em>getnextid</em> could be updated to operate with that specific DBMS.</p>
|
||||
|
||||
<p>The <em>etc</em> directory in the source distribution contains two further SQL files. <em>clean-database.sql</em> contains the SQL necessary to completely clean out the database, so use with caution! The Ant target <em>clean_database</em> can be used to execute this. <em>update-sequences.sql</em> contains SQL to reset the primary key generation sequences to appropriate values. You'd need to do this if, for example, you're restoring a backup database dump which creates rows with specific primary keys already defined. In such a case, the sequences would allocate primary keys that were already used.</p>
|
||||
|
||||
<p>Versions of the <b><em>.sql</em></b> files for Oracle are stored in <em>[dspace-source]/dspace/etc/oracle</em>. These need to be copied over their PostgreSQL counterparts in <em>[dspace-source]/dspace/etc</em> prior to installation.</p>
|
||||
|
||||
<h3><a name="StorageLayer-MaintenanceandBackup"></a>Maintenance and Backup</h3>
|
||||
|
||||
<p>When using PostgreSQL, it's a good idea to perform regular 'vacuuming' of the database to optimize performance. This is performed by the <em>vacuumdb</em> command which can be executed via a 'cron' job, for example by putting this in the system <em>crontab</em>:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
# clean up the database nightly
|
||||
40 2 * * * /usr/local/pgsql/bin/vacuumdb --analyze dspace > /dev/<span class="code-keyword">null</span> 2>&1
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The DSpace database can be backed up and restored using usual methods, for example with <em>pg_dump</em> and <em>psql</em>. However when restoring a database, you will need to perform these additional steps:</p>
|
||||
|
||||
<ul>
|
||||
<li>The <em>fresh_install</em> target loads up the initial contents of the Dublin Core type and bitstream format registries, as well as two entries in the <em>epersongroup</em> table for the system anonymous and administrator groups. Before you restore a raw backup of your database you will need to remove these, since they will already exist in your backup, possibly having been modified. For example, use:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
DELETE FROM dctyperegistry;
|
||||
DELETE FROM bitstreamformatregistry;
|
||||
DELETE FROM epersongroup;
|
||||
</pre>
|
||||
</div></div></li>
|
||||
<li>After restoring a backup, you will need to reset the primary key generation sequences so that they do not produce already-used primary keys. Do this by executing the SQL in <em>[dspace-source]/dspace/etc/update-sequences.sql</em>, for example with:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
psql -U dspace -f [dspace-source]/dspace/etc/update-sequences.sql
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>Future updates of DSpace may involve minor changes to the database schema. Specific instructions on how to update the schema whilst keeping live data will be included. The current schema also contains a few currently unused database columns, to be used for extra functionality in future releases. These unused columns have been added in advance to minimize the effort required to upgrade.</p></li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
<h3><a name="StorageLayer-ConfiguringtheRDBMSComponent"></a>Configuring the RDBMS Component</h3>
|
||||
|
||||
<p>The database manager is configured with the following properties in <em>dspace.cfg</em>:</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> db.url </td>
|
||||
<td class='confluenceTd'> The JDBC URL to use for accessing the database. This should not point to a connection pool, since DSpace already implements a connection pool. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> db.driver </td>
|
||||
<td class='confluenceTd'> JDBC driver class name. Since presently, DSpace uses PostgreSQL-specific features, this should be <em>org.postgresql.Driver</em>. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> db.username </td>
|
||||
<td class='confluenceTd'> Username to use when accessing the database. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> db.password </td>
|
||||
<td class='confluenceTd'> Corresponding password ot use when accessing the database. </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
|
||||
<h2><a name="StorageLayer-BitstreamStore"></a>Bitstream Store</h2>
|
||||
|
||||
<p>DSpace offers two means for storing content. The first is in the file system on the server. The second is using <a href="http://www.sdsc.edu/srb" title="SRB (Storage Resource Broker)">SRB (Storage Resource Broker)</a>. Both are achieved using a simple, lightweight API.</p>
|
||||
|
||||
<p>SRB is purely an option but may be used in lieu of the server's file system or in addition to the file system. Without going into a full description, SRB is a very robust, sophisticated storage manager that offers essentially unlimited storage and straightforward means to replicate (in simple terms, backup) the content on other local or remote storage resources.</p>
|
||||
|
||||
<p>The terms "store", "retrieve", "in the system", "storage", and so forth, used below can refer to storage in the file system on the server ("traditional") or in SRB.</p>
|
||||
|
||||
<p>The <em>BitstreamStorageManager</em> provides low-level access to bitstreams stored in the system. In general, it should not be used directly; instead, use the <em>Bitstream</em> object in the content management API since that encapsulated authorization and other metadata to do with a bitstream that are not maintained by the <em>BitstreamStorageManager</em>.</p>
|
||||
|
||||
<p>The bitstream storage manager provides three methods that store, retrieve and delete bitstreams. Bitstreams are referred to by their 'ID'; that is the primary key <em>bitstream_id</em> column of the corresponding row in the database.</p>
|
||||
|
||||
<p>As of DSpace version 1.1, there can be multiple bitstream stores. Each of these bitstream stores can be traditional storage or SRB storage. This means that the potential storage of a DSpace system is not bound by the maximum size of a single disk or file system and also that traditional and SRB storage can be combined in one DSpace installation. Both traditional and SRB storage are specified by configuration parameters. Also see Configuring the Bitstream Store below.</p>
|
||||
|
||||
<p>Stores are numbered, starting with zero, then counting upwards. Each bitstream entry in the database has a store number, used to retrieve the bitstream when required.</p>
|
||||
|
||||
<p>At the moment, the store in which new bitstreams are placed is decided using a configuration parameter, and there is no provision for moving bitstreams between stores. Administrative tools for manipulating bitstreams and stores will be provided in future releases. Right now you can move a whole store (e.g. you could move store number 1 from <em>/localdisk/store</em> to <em>/fs/anotherdisk/store</em> but it would still have to be store number 1 and have the exact same contents.</p>
|
||||
|
||||
<p>Bitstreams also have an 38-digit internal ID, different from the primary key ID of the bitstream table row. This is not visible or used outside of the bitstream storage manager. It is used to determine the exact location (relative to the relevant store directory) that the bitstream is stored in traditional or SRB storage. The first three pairs of digits are the directory path that the bitstream is stored under. The bitstream is stored in a file with the internal ID as the filename.</p>
|
||||
|
||||
<p>For example, a bitstream with the internal ID <em>12345678901234567890123456789012345678</em> is stored in the directory:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
(assetstore dir)/12/34/56/12345678901234567890123456789012345678
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The reasons for storing files this way are:</p>
|
||||
|
||||
<ul>
|
||||
<li>Using a randomly-generated 38-digit number means that the 'number space' is less cluttered than simply using the primary keys, which are allocated sequentially and are thus close together. This means that the bitstreams in the store are distributed around the directory structure, improving access efficiency.</li>
|
||||
<li>The internal ID is used as the filename partly to avoid requiring an extra lookup of the filename of the bitstream, and partly because bitstreams may be received from a variety of operating systems. The original name of a bitstream may be an illegal UNIX filename.<br/>
|
||||
When storing a bitstream, the <em>BitstreamStorageManager</em> DOES set the following fields in the corresponding database table row:</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<ul>
|
||||
<li><em>bitstream_id</em></li>
|
||||
<li><em>size</em></li>
|
||||
<li><em>checksum</em></li>
|
||||
<li><em>checksum_algorithm</em></li>
|
||||
<li><em>internal_id</em></li>
|
||||
<li><em>deleted</em></li>
|
||||
<li><em>store_number</em><br/>
|
||||
The remaining fields are the responsibility of the <em>Bitstream</em> content management API class.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>The bitstream storage manager is fully transaction-safe. In order to implement transaction-safety, the following algorithm is used to store bitstreams:</p>
|
||||
|
||||
<ol>
|
||||
<li>A database connection is created, separately from the currently active connection in the current DSpace context.</li>
|
||||
<li>An unique internal identifier (separate from the database primary key) is generated.</li>
|
||||
<li>The bitstream DB table row is created using this new connection, with the <em>deleted</em> column set to <em>true</em>.</li>
|
||||
<li>The new connection is _commit_ted, so the 'deleted' bitstream row is written to the database</li>
|
||||
<li>The bitstream itself is stored in a file in the configured 'asset store directory', with a directory path and filename derived from the internal ID</li>
|
||||
<li>The <em>deleted</em> flag in the bitstream row is set to <em>false</em>. This will occur (or not) as part of the current DSpace <em>Context</em>.<br/>
|
||||
This means that should anything go wrong before, during or after the bitstream storage, only one of the following can be true:</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<ul>
|
||||
<li>No bitstream table row was created, and no file was stored</li>
|
||||
<li>A bitstream table row with <em>deleted=true</em> was created, no file was stored</li>
|
||||
<li>A bitstream table row with <em>deleted=true</em> was created, and a file was stored<br/>
|
||||
None of these affect the integrity of the data in the database or bitstream store.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>Similarly, when a bitstream is deleted for some reason, its <em>deleted</em> flag is set to true as part of the overall transaction, and the corresponding file in storage is <em>not</em> deleted.</p>
|
||||
|
||||
<p>The above techniques mean that the bitstream storage manager is transaction-safe. Over time, the bitstream database table and file store may contain a number of 'deleted' bitstreams. The <em>cleanup</em> method of <em>BitstreamStorageManager</em> goes through these deleted rows, and actually deletes them along with any corresponding files left in the storage. It only removes 'deleted' bitstreams that are more than one hour old, just in case cleanup is happening in the middle of a storage operation.</p>
|
||||
|
||||
<p>This cleanup can be invoked from the command line via the <em>Cleanup</em> class, which can in turn be easily executed from a shell on the server machine using <em>/dspace/bin/cleanup</em>. You might like to have this run regularly by <em>cron</em>, though since DSpace is read-lots, write-not-so-much it doesn't need to be run very often.</p>
|
||||
|
||||
<h3><a name="StorageLayer-Backup"></a>Backup</h3>
|
||||
|
||||
<p>The bitstreams (files) in traditional storage may be backed up very easily by simply 'tarring' or 'zipping' the <em>assetstore</em> directory (or whichever directory is configured in <em>dspace.cfg</em>). Restoring is as simple as extracting the backed-up compressed file in the appropriate location.</p>
|
||||
|
||||
<p>Similar means could be used for SRB, but SRB offers many more options for managing backup.</p>
|
||||
|
||||
<p>It is important to note that since the bitstream storage manager holds the bitstreams in storage, and information about them in the database, that a database backup and a backup of the files in the bitstream store must be made at the same time; the bitstream data in the database must correspond to the stored files.</p>
|
||||
|
||||
<p>Of course, it isn't really ideal to 'freeze' the system while backing up to ensure that the database and files match up. Since DSpace uses the bitstream data in the database as the authoritative record, it's best to back up the database before the files. This is because it's better to have a bitstream in storage but not the database (effectively non-existent to DSpace) than a bitstream record in the database but not storage, since people would be able to find the bitstream but not actually get the contents.</p>
|
||||
|
||||
<p>With DSpace 1.7 and above, there is also the option to backup both files and metadata via the <a href="AIP Backup and Restore.html" title="AIP Backup and Restore">AIP Backup and Restore</a> feature.</p>
|
||||
|
||||
<h3><a name="StorageLayer-ConfiguringtheBitstreamStore"></a>Configuring the Bitstream Store</h3>
|
||||
|
||||
<p>Both traditional and SRB bitstream stores are configured in <em>dspace.cfg</em>.</p>
|
||||
|
||||
<h4><a name="StorageLayer-ConfiguringTraditionalStorage"></a>Configuring Traditional Storage</h4>
|
||||
|
||||
<p>Bitstream stores in the file system on the server are configured like this:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
assetstore.dir = [dspace]/assetstore
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>(Remember that <em>[dspace]</em> is a placeholder for the actual name of your DSpace install directory).</p>
|
||||
|
||||
<p>The above example specifies a single asset store.</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
assetstore.dir = [dspace]/assetstore_0
|
||||
assetstore.dir.1 = /mnt/other_filesystem/assetstore_1
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>The above example specifies two asset stores. assetstore.dir specifies the asset store number 0 (zero); after that use assetstore.dir.1, assetstore.dir.2 and so on. The particular asset store a bitstream is stored in is held in the database, so don't move bitstreams between asset stores, and don't renumber them.</p>
|
||||
|
||||
<p>By default, newly created bitstreams are put in asset store 0 (i.e. the one specified by the assetstore.dir property.) This allows backwards compatibility with pre-DSpace 1.1 configurations. To change this, for example when asset store 0 is getting full, add a line to <em>dspace.cfg</em> like:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
assetstore.incoming = 1
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>Then restart DSpace (Tomcat). New bitstreams will be written to the asset store specified by <em>assetstore.dir.1</em>, which is <em>/mnt/other_filesystem/assetstore_1</em> in the above example.</p>
|
||||
|
||||
|
||||
<h4><a name="StorageLayer-ConfiguringSRBStorage"></a>Configuring SRB Storage</h4>
|
||||
|
||||
<p>The same framework is used to configure SRB storage. That is, the asset store number (0..n) can reference a file system directory as above or it can reference a set of SRB account parameters. But any particular asset store number can reference one or the other but not both. This way traditional and SRB storage can both be used but with different asset store numbers. The same cautions mentioned above apply to SRB asset stores as well: The particular asset store a bitstream is stored in is held in the database, so don't move bitstreams between asset stores, and don't renumber them.</p>
|
||||
|
||||
<p>For example, let's say asset store number 1 will refer to SRB. The there will be a set of SRB account parameters like this:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
srb.host.1 = mysrbmcathost.myu.edu
|
||||
srb.port.1 = 5544
|
||||
srb.mcatzone.1 = mysrbzone
|
||||
srb.mdasdomainname.1 = mysrbdomain
|
||||
srb.defaultstorageresource.1 = mydefaultsrbresource
|
||||
srb.username.1 = mysrbuser
|
||||
srb.password.1 = mysrbpassword
|
||||
srb.homedirectory.1 = /mysrbzone/home/mysrbuser.mysrbdomain
|
||||
srb.parentdir.1 = mysrbdspaceassetstore
|
||||
</pre>
|
||||
</div></div>
|
||||
<p>Several of the terms, such as <em>mcatzone</em>, have meaning only in the SRB context and will be familiar to SRB users. The last, <em>srb.parentdir.n</em>, can be used to used for addition (SRB) upper directory structure within an SRB account. This property value could be blank as well.</p>
|
||||
|
||||
<p>(If asset store 0 would refer to SRB it would be <em>srb.host =</em> ..., <em>srb.port =</em> ..., and so on (<em>.0</em> omitted) to be consistent with the traditional storage configuration above.)</p>
|
||||
|
||||
<p>The similar use of <em>assetstore.incoming</em> to reference asset store 0 (default) or 1..n (explicit property) means that new bitstreams will be written to traditional or SRB storage determined by whether a file system directory on the server is referenced or a set of SRB account parameters are referenced.</p>
|
||||
|
||||
<p>There are comments in dspace.cfg that further elaborate the configuration of traditional and SRB storage.</p>
|
||||
|
||||
<br/>
|
||||
<div class="tabletitle">
|
||||
<a name="attachments">Attachments:</a>
|
||||
</div>
|
||||
|
||||
<div class="greybox" align="left">
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022822/21954862.gif">db-schema.gif</a> (image/gif)
|
||||
<br/>
|
||||
<img src="images/icons/bullet_blue.gif" height="8" width="8" alt=""/>
|
||||
<a href="attachments/22022822/21954891.png">db-schema.png</a> (image/png)
|
||||
<br/>
|
||||
</div>
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
597
dspace/docs/html/Submission User Interface.html
Normal file
@@ -0,0 +1,597 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : Submission User Interface</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : Submission User Interface
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Dec 15, 2010 by <font color="#0050B2">tdonohue</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="SubmissionUserInterface-DSpaceSystemDocumentation%3ACustomizingandConfiguringSubmissionUserInterface"></a>DSpace System Documentation: Customizing and Configuring Submission User Interface</h1>
|
||||
|
||||
<p>This page explains various customization and configuration options that are available within DSpace for the Item Submission user interface.</p>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1292437768892 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1292437768892 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1292437768892 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1292437768892'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#SubmissionUserInterface-UnderstandingtheSubmissionConfigurationFile'>Understanding the Submission Configuration File</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1</span> <a href='#SubmissionUserInterface-TheStructureofitemsubmission.xml'>The Structure of <em>item-submission.xml</em></a></li>
|
||||
<li><span class='TOCOutline'>1.2</span> <a href='#SubmissionUserInterface-DefiningSteps%28%3Cstep%3E%29withintheitemsubmission.xml'>Defining Steps ( <em><step></em>) within the <em>item-submission.xml</em></a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.2.1</span> <a href='#SubmissionUserInterface-Wheretoplaceyour%3Cstep%3Edefinitions'>Where to place your <em><step></em> definitions</a></li>
|
||||
<li><span class='TOCOutline'>1.2.2</span> <a href='#SubmissionUserInterface-Theorderingof%3Cstep%3Edefinitionsmatters%5C%21'>The ordering of <em><step></em> definitions matters!</a></li>
|
||||
<li><span class='TOCOutline'>1.2.3</span> <a href='#SubmissionUserInterface-Structureofthe%3Cstep%3EDefinition'>Structure of the <step> Definition</a></li>
|
||||
</ul>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#SubmissionUserInterface-Reordering%2FRemovingSubmissionSteps'>Reordering/Removing Submission Steps</a></li>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#SubmissionUserInterface-AssigningacustomSubmissionProcesstoaCollection'>Assigning a custom Submission Process to a Collection</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>3.1</span> <a href='#SubmissionUserInterface-GettingACollection%27sHandle'>Getting A Collection's Handle</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#SubmissionUserInterface-CustomMetadataentryPagesforSubmission'>Custom Metadata-entry Pages for Submission</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.1</span> <a href='#SubmissionUserInterface-Introduction'>Introduction</a></li>
|
||||
<li><span class='TOCOutline'>4.2</span> <a href='#SubmissionUserInterface-DescribingCustomMetadataForms'>Describing Custom Metadata Forms</a></li>
|
||||
<li><span class='TOCOutline'>4.3</span> <a href='#SubmissionUserInterface-TheStructureofinputforms.xml'>The Structure of <em>input-forms.xml</em></a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.3.1</span> <a href='#SubmissionUserInterface-AddingaCollectionMap'>Adding a Collection Map</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.3.1.1</span> <a href='#SubmissionUserInterface-GettingACollection%27sHandle'>Getting A Collection's Handle</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4.3.2</span> <a href='#SubmissionUserInterface-AddingaFormSet'>Adding a Form Set</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.3.2.1</span> <a href='#SubmissionUserInterface-FormsandPages'>Forms and Pages</a></li>
|
||||
<li><span class='TOCOutline'>4.3.2.2</span> <a href='#SubmissionUserInterface-CompositionofaField'>Composition of a Field</a></li>
|
||||
<li><span class='TOCOutline'>4.3.2.3</span> <a href='#SubmissionUserInterface-AutomaticallyElidedFields'>Automatically Elided Fields</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4.3.3</span> <a href='#SubmissionUserInterface-AddingValuePairs'>Adding Value-Pairs</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>4.3.3.1</span> <a href='#SubmissionUserInterface-Example'>Example</a></li>
|
||||
</ul>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>4.4</span> <a href='#SubmissionUserInterface-DeployingYourCustomForms'>Deploying Your Custom Forms</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>5</span> <a href='#SubmissionUserInterface-ConfiguringtheFileUploadstep'>Configuring the File Upload step</a></li>
|
||||
<li><span class='TOCOutline'>6</span> <a href='#SubmissionUserInterface-CreatingnewSubmissionSteps'>Creating new Submission Steps</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>6.1</span> <a href='#SubmissionUserInterface-CreatingaNonInteractiveStep'>Creating a Non-Interactive Step</a></li>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="SubmissionUserInterface-UnderstandingtheSubmissionConfigurationFile"></a>Understanding the Submission Configuration File</h2>
|
||||
|
||||
<p>The <em>[dspace]/config/item-submission.xml</em> contains the submission configurations for <em>both</em> the DSpace JSP user interface (JSPUI) or the DSpace XML user interface (XMLUI or Manakin). This configuration file contains detailed documentation within the file itself, which should help you better understand how to best utilize it.</p>
|
||||
|
||||
<h3><a name="SubmissionUserInterface-TheStructureofitemsubmission.xml"></a>The Structure of <em>item-submission.xml</em></h3>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><item-submission>
|
||||
<!-- Where submission processes are mapped to specific Collections -->
|
||||
<submission-map>
|
||||
<name-map collection-handle=<span class="code-quote">"<span class="code-keyword">default</span>"</span> submission-name=<span class="code-quote">"traditional"</span> /> ...
|
||||
</submission-map>
|
||||
<!-- Where <span class="code-quote">"steps"</span> which are used across many submission processes can be defined in a
|
||||
single place. They can then be referred to by ID later. -->
|
||||
<step-definitions>
|
||||
<step id=<span class="code-quote">"collection"</span>>
|
||||
<processing-class>org.dspace.submit.step.SelectCollectionStep</process;/processing-class>
|
||||
<workflow-editable><span class="code-keyword">false</span></workflow-editable>
|
||||
</step>
|
||||
...
|
||||
</step-definitions>
|
||||
<!-- Where actual submission processes are defined and given names. Each <submission-process> has
|
||||
many <step> nodes which are in the order that the steps should be in.-->
|
||||
<submission-definitions> <submission-process name=<span class="code-quote">"traditional"</span>>
|
||||
...
|
||||
<!-- Step definitions appear here! -->
|
||||
</submission-process>
|
||||
...
|
||||
</submission-definitions>
|
||||
</item-submission> </pre>
|
||||
</div></div>
|
||||
<p>Because this file is in XML format, you should be familiar with XML before editing this file. By default, this file contains the "traditional" Item Submission Process for DSpace, which consists of the following Steps (in this order):</p>
|
||||
|
||||
<p><em>Select Collection -> Initial Questions -> Describe -> Upload -> Verify -> License -> Complete</em></p>
|
||||
|
||||
<p>If you would like to customize the steps used or the ordering of the steps, you can do so within the <em><submission-definition></em> section of the <em>item-submission.xml</em> .</p>
|
||||
|
||||
<p>In addition, you may also specify different Submission Processes for different DSpace Collections. This can be done in the <em><submission-map></em> section. The <em>item-submission.xml</em> file itself documents the syntax required to perform these configuration changes.</p>
|
||||
|
||||
|
||||
<h3><a name="SubmissionUserInterface-DefiningSteps%28%3Cstep%3E%29withintheitemsubmission.xml"></a>Defining Steps (<em><step></em>) within the <em>item-submission.xml</em></h3>
|
||||
|
||||
<p>This section describes how Steps of the Submission Process are defined within the <em>item-submission.xml</em>.</p>
|
||||
|
||||
<h4><a name="SubmissionUserInterface-Wheretoplaceyour%3Cstep%3Edefinitions"></a>Where to place your <em><step></em> definitions</h4>
|
||||
|
||||
<p><em><step></em> definitions can appear in one of two places within the <em>item-submission.xml</em> configuration file.</p>
|
||||
|
||||
<ol>
|
||||
<li>Within the <em><step-definitions></em> section
|
||||
<ul>
|
||||
<li>This is for globally defined <em><step></em> definitions (i.e. steps which are used in multiple <em><submission-process></em> definitions). Steps defined in this section <b>must</b> define a unique <em>id</em> which can be used to reference this step.</li>
|
||||
<li>For example:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><step-definitions>
|
||||
<step id=<span class="code-quote">"custom-step"</span>>
|
||||
...
|
||||
</step>
|
||||
...
|
||||
</step-definitions></pre>
|
||||
</div></div></li>
|
||||
<li>The above step definition could then be referenced from within a <em><submission-process></em> as simply <em><step id="custom-step"/></em></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Within a specific <em><submission-process></em> definition
|
||||
<ul>
|
||||
<li>This is for steps which are specific to a single <em><submission-process></em> definition.</li>
|
||||
<li>For example:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><submission-process>
|
||||
<step>
|
||||
...
|
||||
</step>
|
||||
</submission-process></pre>
|
||||
</div></div></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h4><a name="SubmissionUserInterface-Theorderingof%3Cstep%3Edefinitionsmatters%5C%21"></a>The ordering of <em><step></em> definitions matters!</h4>
|
||||
|
||||
<p>The ordering of the <em><step></em> tags within a <em><submission-process></em> definition directly corresponds to the order in which those steps will appear!</p>
|
||||
|
||||
<p>For example, the following defines a Submission Process where the <em>License</em> step directly precedes the <em>Initial Questions</em> step (more information about the structure of the information under each <step> tag can be found in the section on Structure of the <step> Definition below):</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><submission-process>
|
||||
<!--Step 1 will be to Sign off on the License-->
|
||||
<step>
|
||||
<heading>submit.progressbar.license</heading>
|
||||
<processing-class>org.dspace.submit.step.LicenseStep</processing-classing-class>
|
||||
<jspui-binding>org.dspace.app.webui.submit.step.JSPLicenseStep</jspui-binding>
|
||||
<xmlui-binding>org.dspace.app.xmlui.aspect.submission.submit.LicenseStenseStep</xmlui-binding>
|
||||
<workflow-editable><span class="code-keyword">false</span></workflow-editable>
|
||||
</step>
|
||||
<!--Step 2 will be to Ask Initial Questions-->
|
||||
<step>
|
||||
<heading>submit.progressbar.initial-questions</heading>
|
||||
<processing-class>org.dspace.submit.step.InitialQuestionsStep</process;/processing-class>
|
||||
<jspui-binding>org.dspace.app.webui.submit.step.JSPInitialQuestionsSteonsStep</jspui-binding>
|
||||
<xmlui-binding>org.dspace.app.xmlui.aspect.submission.submit.InitialQutialQuestionsStep</xmlui-binding>
|
||||
<workflow-editable><span class="code-keyword">true</span></workflow-editable>
|
||||
</step>
|
||||
...[other steps]...
|
||||
</submission-process> </pre>
|
||||
</div></div>
|
||||
|
||||
<h4><a name="SubmissionUserInterface-Structureofthe%3Cstep%3EDefinition"></a>Structure of the <step> Definition</h4>
|
||||
|
||||
<p>The same <step> definition is used by both the DSpace JSP user interface (JSPUI) an the DSpace XML user interface (XMLUI or Manakin). Therefore, you will notice each <step> definition contains information specific to each of these two interfaces.</p>
|
||||
|
||||
<p>The structure of the <step> Definition is as follows:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><step>
|
||||
<heading>submit.progressbar.describe</heading>
|
||||
<processing-class>org.dspace.submit.step.DescribeStep</processing-classing-class>
|
||||
<jspui-binding>org.dspace.app.webui.submit.step.JSPDescribeStep</jspuilt;/jspui-binding>
|
||||
<xmlui-binding>org.dspace.app.xmlui.aspect.submission.submit.DescribeScribeStep</xmlui-binding>
|
||||
<workflow-editable><span class="code-keyword">true</span></workflow-editable>
|
||||
</step></pre>
|
||||
</div></div>
|
||||
<p>Each <em>step</em> contains the following elements. The required elements are so marked:</p>
|
||||
|
||||
<ul>
|
||||
<li><b>heading</b>: Partial I18N key (defined in <em>Messages.properties</em> for JSPUI or <em>messages.xml</em> for XMLUI) which corresponds to the text that should be displayed in the submission Progress Bar for this step. This partial I18N key is prefixed within either the Messages.properties or messages.xml file, depending on the interface you are using. Therefore, to find the actual key, you will need to search for the partial key with the following prefix:
|
||||
<ul>
|
||||
<li>XMLUI: prefix is <em>xmlui.Submission.</em> (e.g. "xmlui.Submission.submit.progressbar.describe" for 'Describe' step)</li>
|
||||
<li>JSPUI: prefix is <em>jsp.</em> (e.g. "jsp.submit.progressbar.describe" for 'Describe' step)<em>The 'heading' need not be defined if the step should not appear in the progress bar (e.g. steps which perform automated processing, i.e. non-interactive, should not appear in the progress bar).</em></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>processing-class</b> (Required): Full Java path to the Processing Class for this Step. This Processing Class <b>must</b> perform the primary processing of any information gathered in this step, for both the XMLUI and JSPUI. All valid step processing classes must extend the abstract <tt>org.dspace.submit.AbstractProcessingStep</tt> class (or alternatively, extend one of the pre-existing step processing classes in <tt>org.dspace.submit.step.*</tt>)</li>
|
||||
<li><b>jspui-binding</b>: Full Java path of the JSPUI "binding" class for this Step. This "binding" class should initialize and call the appropriate JSPs to display the step's user interface. A valid JSPUI "binding" class <em>must</em> extend the abstract <tt>org.dspace.app.webui.submit.JSPStep</tt> class. <em>This property need not be defined if you are using the XMLUI interface, or for steps which only perform automated processing, i.e. non-interactive steps.</em></li>
|
||||
<li><b>xmlui-binding</b>: Full Java path of the XMLUI "binding" class for this Step. This "binding" class should generate the Manakin XML (DRI document) necessary to generate the step's user interface. A valid XMLUI "binding" class <em>must</em> extend the abstract <tt>org.dspace.app.xmlui.submission.AbstractSubmissionStep</tt> class. <em>This property need not be defined if you are using the JSPUI interface, or for steps which only perform automated processing, i.e. non-interactive steps.</em></li>
|
||||
<li><b>workflow-editable</b>: Defines whether or not this step can be edited during the <em>Edit Metadata</em> process with the DSpace approval/rejection workflow process. Possible values include <em>true</em> and <em>false</em>. If undefined, defaults to <em>true</em> (which means that workflow reviewers would be allowed to edit information gathered during that step).</li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
<h2><a name="SubmissionUserInterface-Reordering%2FRemovingSubmissionSteps"></a>Reordering/Removing Submission Steps</h2>
|
||||
|
||||
<p>The removal of existing steps and reordering of existing steps is a relatively easy process!</p>
|
||||
|
||||
<p><b>Reordering steps</b></p>
|
||||
|
||||
<ol>
|
||||
<li>Locate the <em><submission-process></em> tag which defines the Submission Process that you are using. If you are unsure which Submission Process you are using, it's likely the one with <em>name="traditional"</em>, since this is the traditional DSpace submission process.</li>
|
||||
<li>Reorder the <em><step></em> tags within that <em><submission-process></em> tag. Be sure to move the <em>entire</em><em><step></em> tag (i.e. everything between and including the opening <em><step></em> and closing <em></step></em> tags).
|
||||
<ul>
|
||||
<li><em>Hint #1:</em> The <em><step></em> defining the <em>Review/Verify</em> step only allows the user to review information from steps which appear <b>before</b> it. So, it's likely you'd want this to appear as one of your last few steps</li>
|
||||
<li><em>Hint #2:</em> If you are using it, the <em><step></em> defining the <em>Initial Questions</em> step should always appear <b>before</b> the <em>Upload</em> or <em>Describe</em> steps since it asks questions which help to set up those later steps.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<p><b>Removing one or more steps</b></p>
|
||||
|
||||
<ol>
|
||||
<li>Locate the <em><submission-process></em> tag which defines the Submission Process that you are using. If you are unsure which Submission Process you are using, it's likely the one with <em>name="traditional"</em>, since this is the traditional DSpace submission process.</li>
|
||||
<li>Comment out (i.e. surround with <tt><!--</tt> and <tt>--></tt>) the <tt><step></tt> tags which you want to remove from that <em><submission-process></em> tag. Be sure to comment out the <em>entire {{<step>}}tag (i.e. everything between and including the opening _<step></em> and closing <em></step></em> tags).
|
||||
<ul>
|
||||
<li><em>Hint #1:</em> You cannot remove the <em>Select a Collection</em> step, as an DSpace Item cannot exist without belonging to a Collection.</li>
|
||||
<li><em>Hint #2:</em> If you decide to remove the <em><step></em> defining the <em>Initial Questions</em> step, you should be aware that this may affect your <em>Describe</em> and <em>Upload</em> steps! The <em>Initial Questions</em> step asks questions which help to initialize these later steps. If you decide to remove the <em>Initial Questions</em> step you may wish to create a custom, automated step which will provide default answers for the questions asked!</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h2><a name="SubmissionUserInterface-AssigningacustomSubmissionProcesstoaCollection"></a>Assigning a custom Submission Process to a Collection</h2>
|
||||
|
||||
<p>Assigning a custom submission process to a Collection in DSpace involves working with the <em>submission-map</em> section of the <em>item-submission.xml</em>. For a review of the structure of the <em>item-submission.xml</em> see the section above on Understanding the Submission Configuration File.</p>
|
||||
|
||||
<p>Each <em>name-map</em> element within <em>submission-map</em> associates a collection with the name of a submission definition. Its <em>collection-handle</em> attribute is the Handle of the collection. Its <em>submission-name</em> attribute is the submission definition name, which must match the <em>name</em> attribute of a <em>submission-process</em> element (in the <em>submission-definitions</em> section of <em>item-submission.xml</em>.</p>
|
||||
|
||||
<p>For example, the following fragment shows how the collection with handle "12345.6789/42" is assigned the "custom" submission process:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><submission-map>
|
||||
<name-map collection-handle=<span class="code-quote">" 12345.6789/42"</span> submission-name="
|
||||
custom" />
|
||||
...
|
||||
</submission-map>
|
||||
|
||||
<submission-definitions>
|
||||
<submission-process name="
|
||||
custom">
|
||||
...
|
||||
</submission-definitions>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>It's a good idea to keep the definition of the <em>default</em> name-map from the example <em>input-forms.xml</em> so there is always a default for collections which do not have a custom form set.</p>
|
||||
|
||||
<h3><a name="SubmissionUserInterface-GettingACollection%27sHandle"></a>Getting A Collection's Handle</h3>
|
||||
|
||||
<p>You will need the <em>handle</em> of a collection in order to assign it a custom form set. To discover the handle, go to the "Communities & Collections" page under "Browse" in the left-hand menu on your DSpace home page. Then, find the link to your collection. It should look something like:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">http:<span class="code-comment">//myhost.my.edu/dspace/handle/12345.6789/42</span></pre>
|
||||
</div></div>
|
||||
|
||||
<p>The underlined part of the URL is the handle. It should look familiar to any DSpace administrator. That is what goes in the <em>collection-handle</em> attribute of your <em>name-map</em> element.</p>
|
||||
|
||||
|
||||
<h2><a name="SubmissionUserInterface-CustomMetadataentryPagesforSubmission"></a>Custom Metadata-entry Pages for Submission</h2>
|
||||
|
||||
<h3><a name="SubmissionUserInterface-Introduction"></a>Introduction</h3>
|
||||
|
||||
<p>This section explains how to customize the Web forms used by submitters and editors to enter and modify the metadata for a new item. These metadata web forms are controlled by the <em>Describe</em> step within the Submission Process. However, they are also configurable via their own XML configuration file (<em>input-forms.xml</em>).</p>
|
||||
|
||||
<p>You can customize the "default" metadata forms used by all collections, and also create alternate sets of metadata forms and assign them to specific collections. In creating custom metadata forms, you can choose:</p>
|
||||
|
||||
<ul>
|
||||
<li>The number of metadata-entry pages.</li>
|
||||
<li>Which fields appear on each page, and their sequence.</li>
|
||||
<li>Labels, prompts, and other text associated with each field.</li>
|
||||
<li>List of available choices for each menu-driven field.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>NOTE: The cosmetic and ergonomic details of metadata entry fields remain the same as the fixed metadata pages in previous DSpace releases, and can only be altered by modifying the appropriate stylesheet and JSP pages.</p>
|
||||
|
||||
<p>All of the custom metadata-entry forms for a DSpace instance are controlled by a single XML file, <em>input-forms.xml</em>, in the <em>config</em> subdirectory under the DSpace home. DSpace comes with a sample configuration that implements the traditional metadata-entry forms, which also serves as a well-documented example. The rest of this section explains how to create your own sets of custom forms.</p>
|
||||
|
||||
|
||||
<h3><a name="SubmissionUserInterface-DescribingCustomMetadataForms"></a>Describing Custom Metadata Forms</h3>
|
||||
|
||||
<p>The description of a set of pages through which submitters enter their metadata is called a <em>form</em> (although it is actually a set of forms, in the HTML sense of the term). A form is identified by a unique symbolic <em>name</em>. In the XML structure, the <em>form</em> is broken down into a series of <em>pages</em>: each of these represents a separate Web page for collecting metadata elements.</p>
|
||||
|
||||
<p>To set up one of your DSpace collections with customized submission forms, first you make an entry in the <em>form-map</em>. This is effectively a table that relates a collection to a form set, by connecting the collection's <em>Handle</em> to the form name. Collections are identified by handle because their names are mutable and not necessarily unique, while handles are unique and persistent.</p>
|
||||
|
||||
<p>A special map entry, for the collection handle "default", defines the <em>default</em> form set. It applies to all collections which are not explicitly mentioned in the map. In the example XML this form set is named <em>traditional</em> (for the "traditional" DSpace user interface) but it could be named anything.</p>
|
||||
|
||||
|
||||
<h3><a name="SubmissionUserInterface-TheStructureofinputforms.xml"></a>The Structure of <em>input-forms.xml</em></h3>
|
||||
|
||||
<p>The XML configuration file has a single top-level element, <em>input-forms</em>, which contains three elements in a specific order. The outline is as follows:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<input-forms>
|
||||
|
||||
<-- Map of Collections to Form Sets -->
|
||||
<form-map>
|
||||
<name-map collection-handle=<span class="code-quote">"<span class="code-keyword">default</span>"</span> form-name=<span class="code-quote">"traditional"</span>
|
||||
/>
|
||||
...
|
||||
</form-map>
|
||||
|
||||
<-- Form Set Definitions -->
|
||||
<form-definitions>
|
||||
<form name=<span class="code-quote">"traditional"</span>>
|
||||
...
|
||||
</form-definitions>
|
||||
|
||||
<-- Name/Value Pairs used within Multiple Choice Widgets
|
||||
-->
|
||||
<form-value-pairs>
|
||||
<value-pairs value-pairs-name=<span class="code-quote">"common_iso_languages"</span>
|
||||
dc-term=<span class="code-quote">"language_iso"</span>>
|
||||
...
|
||||
</form-value-pairs>
|
||||
</input-forms>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<h4><a name="SubmissionUserInterface-AddingaCollectionMap"></a>Adding a Collection Map</h4>
|
||||
|
||||
<p>Each <em>name-map</em> element within <em>form-map</em> associates a collection with the name of a form set. Its <em>collection-handle</em> attribute is the Handle of the collection, and its <em>form-name</em> attribute is the form set name, which must match the <em>name</em> attribute of a <em>form</em> element.</p>
|
||||
|
||||
<p>For example, the following fragment shows how the collection with handle "12345.6789/42" is attached to the "TechRpt" form set:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<form-map>
|
||||
<name-map collection-handle=<span class="code-quote">" 12345.6789/42"</span> form-name=<span class="code-quote">" TechRpt"</span>/>
|
||||
...
|
||||
</form-map>
|
||||
|
||||
<form-definitions>
|
||||
<form name=<span class="code-quote">"TechRept"</span>>
|
||||
...
|
||||
</form-definitions>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>It's a good idea to keep the definition of the <em>default</em> name-map from the example <em>input-forms.xml</em> so there is always a default for collections which do not have a custom form set.</p>
|
||||
|
||||
<h5><a name="SubmissionUserInterface-GettingACollection%27sHandle"></a>Getting A Collection's Handle</h5>
|
||||
|
||||
<p>You will need the <em>handle</em> of a collection in order to assign it a custom form set. To discover the handle, go to the "Communities & Collections" page under "<b>Browse</b>" in the left-hand menu on your DSpace home page. Then, find the link to your collection. It should look something like:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">http:<span class="code-comment">//myhost.my.edu/dspace/handle/12345.6789/42</span></pre>
|
||||
</div></div>
|
||||
|
||||
<p>The underlined part of the URL is the handle. It should look familiar to any DSpace administrator. That is what goes in the <em>collection-handle</em> attribute of your <em>name-map</em> element.</p>
|
||||
|
||||
|
||||
|
||||
<h4><a name="SubmissionUserInterface-AddingaFormSet"></a>Adding a Form Set</h4>
|
||||
|
||||
<p>You can add a new form set by creating a new <em>form</em> element within the <em>form-definitions</em> element. It has one attribute, <em>name</em>, which as seen above must match the value of the <em>name-map</em> for the collections it is to be used for.</p>
|
||||
|
||||
<h5><a name="SubmissionUserInterface-FormsandPages"></a>Forms and Pages</h5>
|
||||
|
||||
<p>The content of the <em>form</em> is a sequence of <em>page</em> elements. Each of these corresponds to a Web page of forms for entering metadata elements, presented in sequence between the initial "Describe" page and the final "Verify" page (which presents a summary of all the metadata collected).</p>
|
||||
|
||||
<p>A <em>form</em> must contain at least one and at most six pages. They are presented in the order they appear in the XML. Each <em>page</em> element must include a <em>number</em> attribute, that should be its sequence number, e.g.</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<page number=<span class="code-quote">"1"</span>>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>The <em>page</em> element, in turn, contains a sequence of <em>field</em> elements. Each field defines an interactive dialog where the submitter enters one of the Dublin Core metadata items.</p>
|
||||
|
||||
|
||||
<h5><a name="SubmissionUserInterface-CompositionofaField"></a>Composition of a Field</h5>
|
||||
|
||||
<p>Each <em>field</em> contains the following elements, in the order indicated. The required sub-elements are so marked:</p>
|
||||
|
||||
<ul>
|
||||
<li><b>dc-schema</b> (Required) : Name of metadata schema employed, e.g. <em>dc</em> for Dublin Core. This value must match the value of the <em>schema</em> element defined in <em>dublin-core-types.xml</em></li>
|
||||
<li><b>dc-element</b> (Required) : Name of the Dublin Core element entered in this field, e.g. <em>contributor</em>.</li>
|
||||
<li><b>dc-qualifier</b>: Qualifier of the Dublin Core element entered in this field, e.g. when the field is <em>contributor.advisor</em> the value of this element would be <em>advisor</em>. Leaving this out means the input is for an unqualified DC element.</li>
|
||||
<li><b>repeatable</b>: Value is <em>true</em> when multiple values of this field are allowed, <em>false</em> otherwise. When you mark a field repeatable, the UI servlet will add a control to let the user ask for more fields to enter additional values. Intended to be used for arbitrarily-repeating fields such as subject keywords, when it is impossible to know in advance how many input boxes to provide.</li>
|
||||
<li><b>label</b> (Required): Text to display as the label of this field, describing what to enter, e.g. "<em>Your Advisor's Name</em>".</li>
|
||||
<li><b>input-type</b> (Required): Defines the kind of interactive widget to put in the form to collect the Dublin Core value. Content must be one of the following keywords:
|
||||
<ul>
|
||||
<li><b>onebox</b> – A single text-entry box.</li>
|
||||
<li><b>twobox</b> – A pair of simple text-entry boxes, used for <em>repeatable</em> values such as the DC <em>subject</em> item. <em>Note:</em> The 'twobox' input type is rendered the same as a 'onebox' in the XML-UI, but both allow for ease of adding multiple values.</li>
|
||||
<li><b>textarea</b> – Large block of text that can be entered on multiple lines, e.g. for an abstract.</li>
|
||||
<li><b>name</b> – Personal name, with separate fields for family name and first name. When saved they are appended in the format 'LastName, FirstName'</li>
|
||||
<li><b>date</b> – Calendar date. When required, demands that at least the year be entered.</li>
|
||||
<li><b>series</b> – Series/Report name and number. Separate fields are provided for series name and series number, but they are appended (with a semicolon between) when saved.</li>
|
||||
<li><b>dropdown</b> – Choose value(s) from a "drop-down" menu list. <b>Note:</b> You must also include a value for the <em>value-pairs-name</em> attribute to specify a list of menu entries from which to choose. Use this to make a choice from a restricted set of options, such as for the <em>language</em> item.</li>
|
||||
<li><b>qualdrop_value</b> – Enter a "qualified value", which includes <em>both</em> a qualifier from a drop-down menu and a free-text value. Used to enter items like alternate identifiers and codes for a submitted item, e.g. the DC <em>identifier</em> field. <b>Note:</b> As for the <em>dropdown</em> type, you must include the <em>value-pairs-name</em> attribute to specify a menu choice list.</li>
|
||||
<li><b>list</b> – Choose value(s) from a checkbox or radio button list. If the <em>repeatable</em> attribute is set to <em>true</em>, a list of checkboxes is displayed. If the <em>repeatable</em> attribute is set to <em>false</em>, a list of radio buttons is displayed. <b>Note:</b> You must also include a value for the <em>value-pairs-name</em> attribute to specify a list of values from which to choose.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>hint</b> (Required): Content is the text that will appear as a "hint", or instructions, next to the input fields. Can be left empty, but it must be present.</li>
|
||||
<li><b>required</b>: When this element is included with any content, it marks the field as a required input. If the user tries to leave the page without entering a value for this field, that text is displayed as a warning message. For example, <em><required>You must enter a title.</required> Note that leaving the</em> required element empty will <em>not</em> mark a field as required, e.g.:<em><required></required></em></li>
|
||||
<li><b>visibility</b>: When this optional element is included with a value, it restricts the visibility of the field to the scope defined by that value. If the element is missing or empty, the field is visible in all scopes. Currently supported scopes are:
|
||||
<ul>
|
||||
<li><b>workflow</b> : the field will only be visible in the workflow stages of submission. This is good for hiding difficult fields for users, such as subject classifications, thereby easing the use of the submission system.</li>
|
||||
<li><b>submit</b> : the field will only be visible in the initial submission, and not in the workflow stages. In addition, you can decide which type of restriction apply: read-only or full hidden the field (default behaviour) using the <em>otherwise</em> attribute of the <em>visibility</em> XML element. For example:<em><visibility otherwise="readonly">workflow</visibility></em> Note that it is considered a configuration error to limit a field's scope while also requiring it - an exception will be generated when this combination is detected.<br/>
|
||||
Look at the example <em>input-forms.xml</em> and experiment with a a trial custom form to learn this specification language thoroughly. It is a very simple way to express the layout of data-entry forms, but the only way to learn all its subtleties is to use it.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>For the use of controlled vocabularies see the Configuring Controlled Vocabularies section.</p>
|
||||
|
||||
|
||||
<h5><a name="SubmissionUserInterface-AutomaticallyElidedFields"></a>Automatically Elided Fields</h5>
|
||||
|
||||
<p>You may notice that some fields are automatically skipped when a custom form page is displayed, depending on the kind of item being submitted. This is because the DSpace user-interface engine skips Dublin Core fields which are not needed, according to the initial description of the item. For example, if the user indicates there are no alternate titles on the first "Describe" page (the one with a few checkboxes), the input for the <em>title.alternative</em> DC element is automatically elided, <em>even on custom submission pages.</em></p>
|
||||
|
||||
<p>When a user initiates a submission, DSpace first displays what we'll call the "initial-questions page". By default, it contains three questions with check-boxes:</p>
|
||||
<ol>
|
||||
<li><b>The item has more than one title, e.g. a translated title</b> Controls <em>title.alternative</em> field.</li>
|
||||
<li><b>The item has been published or publicly distributed before</b> Controls DC fields:
|
||||
<ul>
|
||||
<li><em>date.issued</em></li>
|
||||
<li><em>publisher</em></li>
|
||||
<li><em>identifier.citation</em></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><b>The item consists of more than one file</b> <em>Does not affect any metadata input fields.</em></li>
|
||||
</ol>
|
||||
|
||||
|
||||
<p>The answers to the first two questions control whether inputs for certain of the DC metadata fields will displayed, even if they are defined as fields in a custom page. Conversely, if the metadata fields controlled by a checkbox are not mentioned in the custom form, the checkbox is elided from the initial page to avoid confusing or misleading the user.</p>
|
||||
|
||||
<p>The two relevant checkbox entries are "The item has more than one title, e.g. a translated title", and "The item has been published or publicly distributed before". The checkbox for multiple titles trigger the display of the field with dc-element equal to 'title' and dc-qualifier equal to 'alternative'. If the controlling collection's form set does not contain this field, then the multiple titles question will not appear on the initial questions page.</p>
|
||||
|
||||
|
||||
<h4><a name="SubmissionUserInterface-AddingValuePairs"></a>Adding Value-Pairs</h4>
|
||||
|
||||
<p>Finally, your custom form description needs to define the "value pairs" for any fields with input types that refer to them. Do this by adding a <em>value-pairs</em> element to the contents of <em>form-value-pairs</em>. It has the following required attributes:</p>
|
||||
<ul>
|
||||
<li><b>value-pairs-name</b> – Name by which an <em>input-type</em> refers to this list.</li>
|
||||
<li><b>dc-term</b> – Qualified Dublin Core field for which this choice list is selecting a value. Each <em>value-pairs</em> element contains a sequence of <em>pair</em> sub-elements, each of which in turn contains two elements:</li>
|
||||
<li><b>displayed-value</b> – Name shown (on the web page) for the menu entry.</li>
|
||||
<li><b>stored-value</b> – Value stored in the DC element when this entry is chosen. Unlike the HTML <em>select</em> tag, there is no way to indicate one of the entries should be the default, so the first entry is always the default choice.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h5><a name="SubmissionUserInterface-Example"></a>Example</h5>
|
||||
|
||||
<p>Here is a menu of types of common identifiers:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<value-pairs value-pairs-name=<span class="code-quote">"common_identifiers"</span> dc-term=<span class="code-quote">"identifier"</span>>
|
||||
<pair>
|
||||
<displayed-value>Gov't Doc #</displayed-value>
|
||||
<stored-value>govdoc</stored-value>
|
||||
</pair>
|
||||
<pair>
|
||||
<displayed-value>URI</displayed-value>
|
||||
<stored-value>uri</stored-value>
|
||||
</pair>
|
||||
<pair>
|
||||
<displayed-value>ISBN</displayed-value>
|
||||
<stored-value>isbn</stored-value>
|
||||
</pair>
|
||||
</value-pairs>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<p>It generates the following HTML, which results in the menu widget below. (Note that there is no way to indicate a default choice in the custom input XML, so it cannot generate the HTML <em>SELECTED</em> attribute to mark one of the options as a pre-selected default.) </p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<select name=<span class="code-quote">"identifier_qualifier_0"</span>>
|
||||
<option VALUE=<span class="code-quote">"govdoc"</span>>Gov't Doc #</option>
|
||||
<option VALUE=<span class="code-quote">"uri"</span>>URI</option>
|
||||
<option VALUE=<span class="code-quote">"isbn"</span>>ISBN</option>
|
||||
</select>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
|
||||
<h3><a name="SubmissionUserInterface-DeployingYourCustomForms"></a>Deploying Your Custom Forms</h3>
|
||||
|
||||
<p>The DSpace web application only reads your custom form definitions when it starts up, so it is important to remember:</p>
|
||||
<ul>
|
||||
<li><em>You must always restart Tomcat</em> (or whatever servlet container you are using) for changes made to the <em>input-forms.xml</em> file take effect.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>Any mistake in the syntax or semantics of the form definitions, such as poorly formed XML or a reference to a nonexistent field name, will cause a fatal error in the DSpace UI. The exception message (at the top of the stack trace in the <em>dspace.log</em> file) usually has a concise and helpful explanation of what went wrong. Don't forget to stop and restart the servlet container before testing your fix to a bug.</p>
|
||||
|
||||
|
||||
<h2><a name="SubmissionUserInterface-ConfiguringtheFileUploadstep"></a>Configuring the File Upload step</h2>
|
||||
|
||||
<p>The <em>Upload</em> step in the DSpace submission process has two configuration options which can be set with your <em>[dspace]/config/dspace.cfg</em> configuration file. They are as follows:</p>
|
||||
|
||||
<ul>
|
||||
<li><em>upload.max</em> - The maximum size of a file (in bytes) that can be uploaded from the JSPUI (not applicable for the XMLUI). It defaults to 536870912 bytes (512MB). You may set this to -1 to disable any file size limitation.
|
||||
<ul>
|
||||
<li><em>Note:</em> Increasing this value or setting to -1 does <b>not</b> guarantee that DSpace will be able to successfully upload larger files via the web, as large uploads depend on many other factors including bandwidth, web server settings, internet connection speed, etc.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><em>webui.submit.upload.required</em> - Whether or not all users are <em>required</em> to upload a file when they submit an item to DSpace. It defaults to 'true'. When set to 'false' users will see an option to skip the upload step when they submit a new item.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="SubmissionUserInterface-CreatingnewSubmissionSteps"></a>Creating new Submission Steps</h2>
|
||||
|
||||
<p>First, a brief warning: <em>Creating a new Submission Step requires some Java knowledge, and is therefore recommended to be undertaken by a Java programmer whenever possible</em></p>
|
||||
|
||||
<p>That being said, at a higher level, creating a new Submission Step requires the following (in this relative order):</p>
|
||||
|
||||
<ol>
|
||||
<li>(<b>Required</b>) Create a new Step Processing class
|
||||
<ul>
|
||||
<li>This class <b>must</b> extend the abstract <tt>org.dspace.submit.AbstractProcessingStep</tt> class and implement all methods defined by that abstract class.</li>
|
||||
<li>This class should be built in such a way that it can process the input gathered from <em>either</em> the XMLUI or JSPUI interface.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>(<em>For steps using JSPUI</em>) Create the JSPs to display the user interface. Create a new JSPUI "binding" class to initialize and call these JSPs.
|
||||
<ul>
|
||||
<li>Your JSPUI "binding" class must extend the abstract class <tt>org.dspace.app.webui.submit.JSPStep</tt> and implement all methods defined there. It's recommended to use one of the classes in <tt>org.dspace.app.webui.submit.step.*</tt> as a reference.</li>
|
||||
<li>Any JSPs created should be loaded by calling the showJSP() method of the <tt>org.dspace.app.webui.submit.JSPStepManager</tt> class</li>
|
||||
<li>If this step gathers information to be reviewed, you must also create a Review JSP which will display a read-only view of all data gathered during this step. The path to this JSP must be returned by your getReviewJSP() method. You will find examples of Review JSPs (named similar to <tt>review-[step].jsp</tt>) in the JSP <tt>submit/</tt> directory.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>(<em>For steps using XMLUI</em>) Create an XMLUI "binding" Step Transformer which will generate the DRI XML which Manakin requires.
|
||||
<ul>
|
||||
<li>The Step Transformer must extend and implement all necessary methods within the abstract class <tt>org.dspace.app.xmlui.submission.AbstractSubmissionStep</tt></li>
|
||||
<li>It is useful to use the existing classes in <tt>org.dspace.app.xmlui.submission.submit.*</tt> as references</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>(<b>Required</b>) Add a valid Step Definition to the <tt>item-submission.xml</tt> configuration file.
|
||||
<ul>
|
||||
<li>This may also require that you add an I18N (Internationalization) key for this step's <em>heading</em>. See the sections on <a href="Configuration.html#Configuration-JSPUIConfiguringMultilingualSupport">Configuring Multilingual Support for JSPUI</a> or <a href="XMLUI Configuration and Customization.html#XMLUIConfigurationandCustomization-MultilingualSupport">Configuring Multilingual Support for XMLUI</a> for more details.</li>
|
||||
<li>For more information on <em><step></em> definitions within the <tt>item-submission.xml</tt>, see the section above on Defining Steps (<em><step></em>) within the <tt>item-submission.xml</tt>.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<h3><a name="SubmissionUserInterface-CreatingaNonInteractiveStep"></a>Creating a Non-Interactive Step</h3>
|
||||
|
||||
<p>Non-interactive steps are ones that have no user interface and only perform backend processing. You may find a need to create non-interactive steps which perform further processing of previously entered information.</p>
|
||||
|
||||
<p>To create a non-interactive step, do the following:</p>
|
||||
|
||||
<ol>
|
||||
<li>Create the required Step Processing class, which extends the abstract <tt>org.dspace.submit.AbstractProcessingStep</tt> class. In this class add any processing which this step will perform.</li>
|
||||
<li>Add your non-interactive step to your <em>item-submission.xml</em> at the place where you wish this step to be called during the submission process. For example, if you want it to be called <em>immediately after</em> the existing 'Upload File' step, then place its configuration immediately after the configuration for that 'Upload File' step. The configuration should look similar to the following:</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><step>
|
||||
<processing-class>org.dspace.submit.step.MyNonInteractiveStep</processing-class>
|
||||
<workflow-editable><span class="code-keyword">false</span></workflow-editable>
|
||||
</step></pre>
|
||||
</div></div>
|
||||
|
||||
<p>Note: Non-interactive steps will not appear in the Progress Bar! Therefore, your submitters will not even know they are there. However, because they are not visible to your users, you should make sure that your non-interactive step does not take a large amount of time to finish its processing and return control to the next step (otherwise there will be a visible time delay in the user interface).</p>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
1947
dspace/docs/html/System Administration.html
Normal file
2457
dspace/docs/html/Upgrading a DSpace Installation.html
Normal file
182
dspace/docs/html/XMLUI Base Theme Templates (dri2xhtml).html
Normal file
@@ -0,0 +1,182 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : XMLUI Base Theme Templates (dri2xhtml)</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : XMLUI Base Theme Templates (dri2xhtml)
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Dec 15, 2010 by <font color="#0050B2">tdonohue</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="XMLUIBaseThemeTemplates%28dri2xhtml%29-BaseTemplatesforCreatingXMLUIThemes"></a>Base Templates for Creating XMLUI Themes</h1>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1292432125383 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1292432125383 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1292432125383 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1292432125383'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#XMLUIBaseThemeTemplates%28dri2xhtml%29-dri2xhtml'>dri2xhtml</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1.1</span> <a href='#XMLUIBaseThemeTemplates%28dri2xhtml%29-TemplateStructure'>Template Structure</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#XMLUIBaseThemeTemplates%28dri2xhtml%29-dri2xhtmlalt'>dri2xhtml-alt</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.1</span> <a href='#XMLUIBaseThemeTemplates%28dri2xhtml%29-ConfigurationandInstallation'>Configuration and Installation</a></li>
|
||||
<li><span class='TOCOutline'>2.2</span> <a href='#XMLUIBaseThemeTemplates%28dri2xhtml%29-Features'>Features</a></li>
|
||||
<li><span class='TOCOutline'>2.3</span> <a href='#XMLUIBaseThemeTemplates%28dri2xhtml%29-TemplateStructure'>Template Structure</a></li>
|
||||
</ul>
|
||||
</ul></div>
|
||||
|
||||
<div class='panelMacro'><table class='infoMacro'><colgroup><col width='24'><col></colgroup><tr><td valign='top'><img src="images/icons/emoticons/information.gif" width="16" height="16" align="absmiddle" alt="" border="0"></td><td><b>Two options for base templates to use</b><br />There are two main base templates you can use when creating an XMLUI Theme:
|
||||
<ul>
|
||||
<li><a href="#XMLUIBaseThemeTemplates%28dri2xhtml%29-dri2xhtml">dri2xhtml</a> - used in the generation of default Reference, Classic and Kubrick themes</li>
|
||||
<li><a href="#XMLUIBaseThemeTemplates%28dri2xhtml%29-dri2xhtmlalt">dri2xhtml-alt</a> - used in the generation of default Mirage theme</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<p>You only should use <b>one</b> of these two templates, based on which seems easier to you.</p></td></tr></table></div>
|
||||
|
||||
|
||||
<h2><a name="XMLUIBaseThemeTemplates%28dri2xhtml%29-dri2xhtml"></a>dri2xhtml</h2>
|
||||
|
||||
<p>The dri2xhtml base template is the original template for creating XMLUI themes. It attempts to provide generic XSLT templates which are then applied across the entire DSpace site, thus making it easier to make site-wide changes. </p>
|
||||
|
||||
<p>The dri2xhtml base template is used in the following Themes:</p>
|
||||
<ul>
|
||||
<li>Reference - the default XMLUI theme</li>
|
||||
<li>Classic - an XMLUI theme which looks similar to JSPUI</li>
|
||||
<li>Kubrick</li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
<h3><a name="XMLUIBaseThemeTemplates%28dri2xhtml%29-TemplateStructure"></a>Template Structure</h3>
|
||||
|
||||
<p>The dri2xhtml base template consists of five main XSLTs:</p>
|
||||
<ul>
|
||||
<li><tt>dri2xhtml/structural.xsl</tt> - this XSLT is in charge of creating the main layout/page structure of every page within DSpace</li>
|
||||
<li><tt>dri2xhtml/General-Handler.xsl</tt> - this XSLT is in charge of displaying File download links throughout DSpace (it matches the METS <fileSec> element).</li>
|
||||
<li><tt>dri2xhtml/DIM-Handler.xsl</tt> - this XSLT is in charge of displaying all DIM (DSpace Intermediate Metadata) metadata throughout DSpace (it matches any DIM metadata in the METS). By default, this is the template used to display all metadata.</li>
|
||||
<li><tt>dri2xhtml/MODS-Handler.xsl</tt> - this XSLT is in charge of displaying all MODS metadata throughout DSpace (it matches any MODS metadata in the METS). By default, this template is not used, as MODS metadata is not generated by XMLUI by default.</li>
|
||||
<li><tt>dri2xhtml/QDC-Handler.xsl</tt> - this XSLT is in charge of displaying all Qualified Dublin Core (QDC) metadata throughout DSpace (it matches any QDC metadata in the METS). By default, this template is not used, as QDC metadata is not generated by XMLUI by default.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
|
||||
<h2><a name="XMLUIBaseThemeTemplates%28dri2xhtml%29-dri2xhtmlalt"></a>dri2xhtml-alt</h2>
|
||||
|
||||
<p>The dri2xhtml-alt base template is an alternative template for creating XMLUI themes. It contains the same XSLT templates from dri2xhtml, but they are divided into multiple files and folders. Each file attempts to group XSLT templates together based on their function, in order to make it easier to find the templates related to the feature you're trying to modify.</p>
|
||||
|
||||
<p>The dri2xhtml-alt base template is used in the following Themes:</p>
|
||||
<ul>
|
||||
<li><a href="Mirage Configuration and Customization.html" title="Mirage Configuration and Customization">Mirage</a></li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="XMLUIBaseThemeTemplates%28dri2xhtml%29-ConfigurationandInstallation"></a>Configuration and Installation</h3>
|
||||
|
||||
<p>The alternative basic templates is called "dri2xhtml-alt".<br/>
|
||||
Any of the existing themes can be updated to reference this <font color="#222222">new</font> set of templates by replacing in your theme.xsl:</p>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<xsl:stylesheet xmlns:i18n=<span class="code-quote">"http:<span class="code-comment">//apache.org/cocoon/i18n/2.1"</span>
|
||||
</span> xmlns:dri=<span class="code-quote">"http:<span class="code-comment">//di.tamu.edu/DRI/1.0/"</span>
|
||||
</span> xmlns:mets=<span class="code-quote">"http:<span class="code-comment">//www.loc.gov/METS/"</span>
|
||||
</span> xmlns:xlink=<span class="code-quote">"http:<span class="code-comment">//www.w3.org/TR/xlink/"</span>
|
||||
</span> xmlns:xsl=<span class="code-quote">"http:<span class="code-comment">//www.w3.org/1999/XSL/Transform"</span> version=<span class="code-quote">"1.0"</span>
|
||||
</span> xmlns:dim=<span class="code-quote">"http:<span class="code-comment">//www.dspace.org/xmlns/dspace/dim"</span>
|
||||
</span> xmlns:xhtml=<span class="code-quote">"http:<span class="code-comment">//www.w3.org/1999/xhtml"</span>
|
||||
</span> xmlns:mods=<span class="code-quote">"http:<span class="code-comment">//www.loc.gov/mods/v3"</span>
|
||||
</span> xmlns:dc=<span class="code-quote">"http:<span class="code-comment">//purl.org/dc/elements/1.1/"</span>
|
||||
</span> xmlns=<span class="code-quote">"http:<span class="code-comment">//www.w3.org/1999/xhtml"</span>
|
||||
</span> exclude-result-prefixes=<span class="code-quote">"i18n dri mets xlink xsl dim xhtml mods dc"</span>>
|
||||
|
||||
<!--
|
||||
comment out original dri2xhtml
|
||||
<xsl:<span class="code-keyword">import</span> href=<span class="code-quote">"../dri2xhtml.xsl"</span>/>
|
||||
and enable dri2xhtml-alt
|
||||
-->
|
||||
|
||||
<xsl:<span class="code-keyword">import</span> href=<span class="code-quote">"../dri2xhtml-alt/dri2xhtml.xsl"</span>/>
|
||||
|
||||
<xsl:output indent=<span class="code-quote">"yes"</span>/>
|
||||
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
|
||||
<p>Because the contents of dri2xhtml-alt is identical to the current dri2xhtml.xsl and its derivatives, updating any of the existing themes to reference the <font color="#222222">new</font> dri2xhtml-alt should not impose any changes in the rendering of the pages.</p>
|
||||
|
||||
|
||||
<h3><a name="XMLUIBaseThemeTemplates%28dri2xhtml%29-Features"></a>Features</h3>
|
||||
|
||||
<ul>
|
||||
<li>No changes to existing templates found in legacy dri2xhtml</li>
|
||||
<li>Drops inclusion of Handlers other than DIM and Default</li>
|
||||
<li>Templates divided out into files so they can be more easily located, divided by Aspect, Page and Functionality</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="XMLUIBaseThemeTemplates%28dri2xhtml%29-TemplateStructure"></a>Template Structure</h3>
|
||||
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
/dspace-xmlui/dspace-xmlui-webapp/src/main/webapp/themes/dri2xhtml-alt/
|
||||
|
||||
├── aspect
|
||||
│ ├── administrative
|
||||
│ │ └── harvesting.xsl
|
||||
│ ├── artifactbrowser
|
||||
│ │ ├── COinS.xsl
|
||||
│ │ ├── ORE.xsl
|
||||
│ │ ├── artifactbrowser.xsl
|
||||
│ │ ├── collection-list.xsl
|
||||
│ │ ├── collection-view.xsl
|
||||
│ │ ├── common.xsl
|
||||
│ │ ├── community-list.xsl
|
||||
│ │ ├── community-view.xsl
|
||||
│ │ ├── item-list.xsl
|
||||
│ │ └── item-view.xsl
|
||||
│ └── general
|
||||
│ └── choice-authority-control.xsl
|
||||
├── core
|
||||
│ ├── attribute-handlers.xsl
|
||||
│ ├── elements.xsl
|
||||
│ ├── forms.xsl
|
||||
│ ├── global-variables.xsl
|
||||
│ ├── navigation.xsl
|
||||
│ ├── page-structure.xsl
|
||||
│ └── utils.xsl
|
||||
└── dri2xhtml.xsl
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
497
dspace/docs/html/XMLUI Configuration and Customization.html
Normal file
@@ -0,0 +1,497 @@
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace Documentation : XMLUI Configuration and Customization</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<table class="pagecontent" border="0" cellpadding="0" cellspacing="0" width="100%" bgcolor="#ffffff">
|
||||
<tr>
|
||||
<td valign="top" class="pagebody">
|
||||
<div class="pageheader">
|
||||
<span class="pagetitle">
|
||||
DSpace Documentation : XMLUI Configuration and Customization
|
||||
</span>
|
||||
</div>
|
||||
<div class="pagesubheading">
|
||||
This page last changed on Feb 17, 2011 by <font color="#0050B2">helix84</font>.
|
||||
</div>
|
||||
|
||||
<h1><a name="XMLUIConfigurationandCustomization-DSpaceSystemDocumentation%3AManakin%5CXMLUI%5CConfigurationandCustomization"></a>DSpace System Documentation: Manakin [XMLUI] Configuration and Customization</h1>
|
||||
|
||||
<p>The DSpace digital repository supports two user interfaces: one based on JavaServer Pages (JSP) technologies and one based upon the Apache Cocoon framework (XMLUI). This chapter describes those parameters which are specific to the Manakin (XMLUI) interface based upon the Cocoon framework.</p>
|
||||
|
||||
<style type='text/css'>/*<![CDATA[*/
|
||||
div.rbtoc1297951040386 {margin-left: 0px;padding: 0px;}
|
||||
div.rbtoc1297951040386 ul {list-style: none;margin-left: 0px;}
|
||||
div.rbtoc1297951040386 li {margin-left: 0px;padding-left: 0px;}
|
||||
|
||||
/*]]>*/</style><div class='rbtoc1297951040386'>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>1</span> <a href='#XMLUIConfigurationandCustomization-ManakinConfigurationPropertyKeys'>Manakin Configuration Property Keys</a></li>
|
||||
<li><span class='TOCOutline'>2</span> <a href='#XMLUIConfigurationandCustomization-ConfiguringThemesandAspects'>Configuring Themes and Aspects</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>2.1</span> <a href='#XMLUIConfigurationandCustomization-Aspects'>Aspects</a></li>
|
||||
<li><span class='TOCOutline'>2.2</span> <a href='#XMLUIConfigurationandCustomization-Themes'>Themes</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>3</span> <a href='#XMLUIConfigurationandCustomization-MultilingualSupport'>Multilingual Support</a></li>
|
||||
<li><span class='TOCOutline'>4</span> <a href='#XMLUIConfigurationandCustomization-CreatingaNewTheme'>Creating a New Theme</a></li>
|
||||
<li><span class='TOCOutline'>5</span> <a href='#XMLUIConfigurationandCustomization-CustomizingtheNewsDocument'>Customizing the News Document</a></li>
|
||||
<li><span class='TOCOutline'>6</span> <a href='#XMLUIConfigurationandCustomization-AddingStaticContent'>Adding Static Content</a></li>
|
||||
<li><span class='TOCOutline'>7</span> <a href='#XMLUIConfigurationandCustomization-EnablingOAIOREHarvesterusingXMLUI'>Enabling OAI-ORE Harvester using XMLUI</a></li>
|
||||
<ul>
|
||||
<li><span class='TOCOutline'>7.1</span> <a href='#XMLUIConfigurationandCustomization-AutomaticHarvesting%28Scheduler%29'>Automatic Harvesting (Scheduler)</a></li>
|
||||
</ul>
|
||||
<li><span class='TOCOutline'>8</span> <a href='#XMLUIConfigurationandCustomization-AdditionalXMLUILearningResources'>Additional XMLUI Learning Resources</a></li>
|
||||
</ul></div>
|
||||
|
||||
<h2><a name="XMLUIConfigurationandCustomization-ManakinConfigurationPropertyKeys"></a>Manakin Configuration Property Keys</h2>
|
||||
|
||||
<p>In an effort to save the programmer/administrator some time, the configuration table below is taken from 5.3.43. <em>XMLUI Specific Configuration</em>.</p>
|
||||
<div class='table-wrap'>
|
||||
<table class='confluenceTable'><tbody>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.supportedLocales</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.supportedLocales = en, de</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> A list of supported locales for Manakin. Manakin will look at a user's browser configuration for the first language that appears in this list to make available to in the interface. This parameter is a comma separated list of Locales. All types of Locales country, country_language, country_language_variant. Note that if the appropriate files are not present (i.e. Messages_XX_XX.xml) then Manakin will fall back through to a more general language. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.force.ssl</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.force.ssl = true</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Force all authenticated connections to use SSL, only non-authenticated connections are allowed over plain http. If set to true, then you need to ensure that the '<em>dspace.hostname</em>' parameter is set to the correctly. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.user.registration</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.user.registration = true</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Determine if new users should be allowed to register. This parameter is useful in conjunction with Shibboleth where you want to disallow registration because Shibboleth will automatically register the user. Default value is true. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.user.editmetadata</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.user.editmetadata = true</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Determines if users should be able to edit their own metadata. This parameter is useful in conjunction with Shibboleth where you want to disable the user's ability to edit their metadata because it came from Shibboleth. Default value is true. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.user.assumelogon</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.user.assumelogon = true</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Determine if super administrators (those whom are in the Administrators group) can login as another user from the "edit eperson" page. This is useful for debugging problems in a running dspace instance, especially in the workflow process. The default value is false, i.e., no one may assume the login of another user. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.user.loginredirect</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.user.loginredirect = /profile</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> After a user has logged into the system, which url should they be directed? Leave this parameter blank or undefined to direct users to the homepage, or <em>/profile</em> for the user's profile, or another reasonable choice is <em>/submissions</em> to see if the user has any tasks awaiting their attention. The default is the repository home page. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.theme.allowoverrides</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.theme.allowoverrides = false</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Allow the user to override which theme is used to display a particular page. When submitting a request add the HTTP parameter "themepath" which corresponds to a particular theme, that specified theme will be used instead of the any other configured theme. Note that this is a potential security hole allowing execution of unintended code on the server, this option is only for development and debugging it should be turned off for any production repository. The default value unless otherwise specified is "false". </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.bundle.upload</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.bundle.upload = ORIGINAL, METADATA, THUMBNAIL, LICENSE, CC_LICENSE</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Determine which bundles administrators and collection administrators may upload into an existing item through the administrative interface. If the user does not have the appropriate privileges (add and write) on the bundle then that bundle will not be shown to the user as an option. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.community-list.render.full</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.community-list.render.full = true</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> On the community-list page should all the metadata about a community/collection be available to the theme. This parameter defaults to true, but if you are experiencing performance problems on the community-list page you should experiment with turning this option off. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.community-list.cache</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.community-list.cache = 12 hours</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Normally, Manakin will fully verify any cache pages before using a cache copy. This means that when the community-list page is viewed the database is queried for each community/collection to see if their metadata has been modified. This can be expensive for repositories with a large community tree. To help solve this problem you can set the cache to be assumed valued for a specific set of time. The downside of this is that new or editing communities/collections may not show up the website for a period of time. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.bistream.mods</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.bistream.mods = true</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Optionally, you may configure Manakin to take advantage of metadata stored as a bitstream. The MODS metadata file must be inside the "METADATA" bundle and named MODS.xml. If this option is set to 'true' and the bitstream is present then it is made available to the theme for display. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.bitstream.mets</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.bitstream.mets = true</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Optionally, you may configure Manakin to take advantage of metadata stored as a bitstream. The METS metadata file must be inside the "METADATA" bundle and named METS.xml. If this option is set to "true" and the bitstream is present then it is made available to the theme for display. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.google.analytics.key</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.google.analytics.key = UA-XXXXXX-X</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> If you would like to use google analytics to track general website statistics then use the following parameter to provide your analytics key. First sign up for an account at <a href="http://analytics.google.com" title="http://analytics.google.com">http://analytics.google.com</a>, then create an entry for your repositories website. Google Analytics will give you a snipit of javascript code to place on your site, inside that snip it is your Google Analytics key usually found in the line: _uacct = "UA-XXXXXXX-X" Take this key (just the UA-XXXXXX-X part) and place it here in this parameter. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.controlpanel.activity.max</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.controlpanel.activity.max = 250</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Assign how many page views will be recorded and displayed in the control panel's activity viewer. The activity tab allows an administrator to debug problems in a running DSpace by understanding who and how their DSpace is currently being used. The default value is 250. </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Property: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.controlpanel.activity.ipheader</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Example Value: </td>
|
||||
<td class='confluenceTd'> <em>xmlui.controlpanel.activity.ipheader = X-Forward-For</em> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class='confluenceTd'> Informational Note: </td>
|
||||
<td class='confluenceTd'> Determine where the control panel's activity viewer receives an events IP address from. If your DSpace is in a load balanced environment or otherwise behind a context-switch then you will need to set the parameter to the HTTP parameter that records the original IP address. </td>
|
||||
</tr>
|
||||
</tbody></table>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
<h2><a name="XMLUIConfigurationandCustomization-ConfiguringThemesandAspects"></a>Configuring Themes and Aspects</h2>
|
||||
|
||||
<p>The Manakin user interface is composed of two distinct components: <em>aspects</em> and <em>themes</em>. Manakin aspects are like extensions or plugins for Manakin; they are interactive components that modify existing features or provide new features for the digital repository. Manakin themes stylize the look-and-feel of the repository, community, or collection.</p>
|
||||
|
||||
<p>The repository administrator is able to define which aspects and themes are installed for the particular repository by editing the <em>[dspace]/config/xmlui.xconf</em> configuration file. The <em>xmlui.xconf</em> file consists of two major sections: Aspects and Themes.</p>
|
||||
|
||||
<h3><a name="XMLUIConfigurationandCustomization-Aspects"></a>Aspects</h3>
|
||||
|
||||
<p>The <em><aspects></em> section defines the "Aspect Chain", or the linear set of aspects that are installed in the repository. For each aspect that is installed in the repository, the aspect makes available new features to the interface. For example, if the "submission" aspect were to be commented out or removed from the <em>xmlui.xconf</em>, then users would not be able to submit new items into the repository (even the links and language prompting users to submit items are removed). Each <em><aspect></em> element has two attributes, <em>name</em> and <em>path</em>. The name is used to identify the Aspect, while the path determines the directory where the aspect's code is located. Here is the default aspect configuration:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<aspects>
|
||||
<aspect name=<span class="code-quote">"Artifact Browser"</span> path=<span class="code-quote">"resource:<span class="code-comment">//aspects/ArtifactBrowser/"</span> />
|
||||
</span> <aspect name=<span class="code-quote">"Administration"</span> path=<span class="code-quote">"resource:<span class="code-comment">//aspects/Administrative/"</span> />
|
||||
</span> <aspect name=<span class="code-quote">"E-Person"</span> path=<span class="code-quote">"resource:<span class="code-comment">//aspects/EPerson/"</span> />
|
||||
</span> <aspect name=<span class="code-quote">"Submission and Workflow"</span> path=<span class="code-quote">"resource:<span class="code-comment">//aspects/Submission/"</span> />
|
||||
</span> </aspects></pre>
|
||||
</div></div>
|
||||
<p>A standard distribution of Manakin/DSpace includes four "core" aspects:</p>
|
||||
<ul>
|
||||
<li><b>Artifact Browser</b> The Artifact Browser Aspect is responsible for browsing communities, collections, items and bitstreams, viewing an individual item and searching the repository.</li>
|
||||
<li><b>E-Person</b> The E-Person Aspect is responsible for logging in, logging out, registering new users, dealing with forgotten passwords, editing profiles and changing passwords.</li>
|
||||
<li><b>Submission</b> The Submission Aspect is responsible for submitting new items to DSpace, determining the workflow process and ingesting the new items into the DSpace repository.</li>
|
||||
<li><b>Administrative</b> The Administrative Aspect is responsible for administrating DSpace, such as creating, modifying and removing all communities, collections, e-persons, groups, registries and authorizations.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
<h3><a name="XMLUIConfigurationandCustomization-Themes"></a>Themes</h3>
|
||||
|
||||
<p>The <em><themes></em> section defines a set of "rules" that determine where themes are installed in the repository. Each rule is processed in the order that it appears, and the first rule that matches determines the theme that is applied (so order is important). Each rule consists of a <em><theme></em> element with several possible attributes:</p>
|
||||
|
||||
<ul>
|
||||
<li><b>name</b> (<em>always required</em>)The name attribute is used to document the theme's name.</li>
|
||||
<li><b>path</b> (<em>always required</em>)The path attribute determines where the theme is located relative to the <em>themes/</em> directory and must either contain a trailing slash or point directly to the theme's <em>sitemap.xmap</em> file.</li>
|
||||
<li><b>regex</b> (<em>either regex and/or handle is required</em>)The regex attribute determines which URLs the theme should apply to.</li>
|
||||
<li><b>handle</b> (<em>either regex and/or handle is required</em>)The handle attribute determines which community, collection, or item the theme should apply to.<br/>
|
||||
If you use the "handle" attribute, the effect is cascading, meaning if a rule is established for a community then all collections and items within that community will also have this theme apply to them as well. Here is an example configuration:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<themes>
|
||||
<theme name=<span class="code-quote">"Theme 1"</span> handle=<span class="code-quote">"123456789/23"</span> path=<span class="code-quote">"theme1/"</span>/>
|
||||
<theme name=<span class="code-quote">"Theme 2"</span> regex=<span class="code-quote">"community-list"</span> path=<span class="code-quote">"theme2/"</span>/>
|
||||
<theme name=<span class="code-quote">"Reference Theme"</span> regex=<span class="code-quote">".*"</span> path=<span class="code-quote">"Reference/"</span>/>
|
||||
</themes></pre>
|
||||
</div></div>
|
||||
<p>In the example above three themes are configured: "Theme 1", "Theme 2", and the "Reference Theme". The first rule specifies that "Theme 1" will apply to all communities, collections, or items that are contained under the parent community "123456789/23". The next rule specifies any URL containing the string "community-list" will get "Theme 2". The final rule, using the regular expression ".<b>", will match *anything</b>, so all pages which have not matched one of the preceding rules will be matched to the Reference Theme.</p></li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
|
||||
<h2><a name="XMLUIConfigurationandCustomization-MultilingualSupport"></a>Multilingual Support</h2>
|
||||
|
||||
<p>The XMLUI user interface supports multiple languages through the use of internationalization catalogues as defined by the <a href="http://cocoon.apache.org/2.1/userdocs/i18nTransformer.html" title="Cocoon Internationalization Transformer">Cocoon Internationalization Transformer</a>. Each catalog contains the translation of all user-displayed strings into a particular language or variant. Each catalog is a single xml file whose name is based upon the language it is designated for, thus:</p>
|
||||
|
||||
<p>messages_<em>language</em>_<em>country</em>_<em>variant</em>.xml</p>
|
||||
|
||||
<p>messages_<em>language</em>_<em>country</em>.xml</p>
|
||||
|
||||
<p>messages_<em>language</em>.xml</p>
|
||||
|
||||
<p>messages.xml</p>
|
||||
|
||||
<p>The interface will automatically determine which file to select based upon the user's browser and system configuration. For example, if the user's browser is set to Australian English then first the system will check if <em>messages_en_au.xml</em> is available. If this translation is not available it will fall back to <em>messages_en.xml</em>, and finally if that is not available, <em>messages.xml</em>.</p>
|
||||
|
||||
<p>Manakin supplies an English only translation of the interface. In order to add other translations to the system, locate the <em>[dspace-source]/dspace/modules/xmlui/src/main/webapp/i18n/</em> directory. By default this directory will be empty; to add additional translations add alternative versions of the <em>messages.xml</em> file in specific language and country variants as needed for your installation.</p>
|
||||
|
||||
<p>To set a language other than English as the default language for the repository's interface, simply name the translation catalogue for the new default language "<em>messages.xml</em>"</p>
|
||||
|
||||
|
||||
<h2><a name="XMLUIConfigurationandCustomization-CreatingaNewTheme"></a>Creating a New Theme</h2>
|
||||
|
||||
<p>Manakin themes stylize the look-and-feel of the repository, community, or collection and are distributed as self-contained packages. A Manakin/DSpace installation may have multiple themes installed and available to be used in different parts of the repository. The central component of a theme is the sitemap.xmap, which defines what resources are available to the theme such as XSL stylesheets, CSS stylesheets, images, or multimedia files.<br/>
|
||||
<b>1) Create theme skeleton</b><br/>
|
||||
Most theme developers do not create a new theme from scratch; instead they start from the standard theme template, which defines a skeleton structure for a theme. The template is located at: <em>[dspace-source]/dspace-xmlui/dspace-xmlui-webbapp/src/main/webbapp/themes/template</em>. To start your new theme simply copy the theme template into your locally defined modules directory, <em>[dspace-source]/dspace/modules/xmlui/src/main/webbapp/themes/[your theme's directory]/</em>.<br/>
|
||||
<b>2) Modify theme variables</b><br/>
|
||||
The next step is to modify the theme's parameters so that the theme knows where it is located. Open the <em>[your theme's directory]/sitemap.xmap</em> and look for <em><global-variables></em></p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<global-variables>
|
||||
<theme-path>[your theme's directory]</theme-path>
|
||||
<theme-name>[your theme's name]</theme-name>
|
||||
</global-variables></pre>
|
||||
</div></div>
|
||||
<p>Update both the theme's path to the directory name you created in step one. The theme's name is used only for documentation.<br/>
|
||||
<b>3) Add your CSS stylesheets</b><br/>
|
||||
The base theme template will produce a repository interface without any style - just plain XHTML with no color or formatting. To make your theme useful you will need to supply a CSS Stylesheet that creates your desired look-and-feel. Add your new CSS stylesheets:</p>
|
||||
|
||||
<p><em>[your theme's directory]/lib/style.css</em> (The base style sheet used for all browsers)</p>
|
||||
|
||||
<p><em>[your theme's directory]/lib/style-ie.css</em> (Specific stylesheet used for internet explorer)<br/>
|
||||
<b>4) Install theme and rebuild DSpace</b><br/>
|
||||
Next rebuild and deploy DSpace (replace <version> with the your current release):</p>
|
||||
|
||||
<ol>
|
||||
<li>Rebuild the DSpace installation package by running the following command from your <em>[dspace-source]/dspace/</em> directory:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">mvn <span class="code-keyword">package</span></pre>
|
||||
</div></div></li>
|
||||
<li>Update all DSpace webapps to <em>[dspace]/webapps</em> by running the following command from your <em>[dspace-source]/dspace/target/dspace-[version]-build.dir</em> directory:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">ant -Dconfig=[dspace]/config/dspace.cfg update </pre>
|
||||
</div></div></li>
|
||||
<li>Deploy the the new webapps:
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">cp -R /[dspace]/webapps/* /[tomcat]/webapps</pre>
|
||||
</div></div></li>
|
||||
<li>Restart Tomcat<br/>
|
||||
This will ensure the theme has been installed as described in the previous section "Configuring Themes and Aspects".</li>
|
||||
</ol>
|
||||
|
||||
|
||||
|
||||
<h2><a name="XMLUIConfigurationandCustomization-CustomizingtheNewsDocument"></a>Customizing the News Document</h2>
|
||||
|
||||
<p>The XMLUI "news" document is only shown on the root page of your repository. It was intended to provide the title and introductory message, but you may use it for anything.</p>
|
||||
|
||||
<p>The news document is located at <em>[dspace]/dspace/config/news-xmlui.xml</em>. There is only one version; it is localized by inserting "i18n" callouts into the text areas. It must be a complete and valid XML DRI document (see Chapter 15).</p>
|
||||
|
||||
<p>Its (the News document) exact rendering in the XHTML UI depends, of course, on the theme. The default content is designed to operate with the reference themes, so when you modify it, be sure to preserve the tag structure and e.g. the exact attributes of the first DIV tag. Also note that the text is DRI, not HTML, so you must use only DRI tags, such as the XREF tag to construct a link.</p>
|
||||
|
||||
<p>Example 1: a single language:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java"><document>
|
||||
<body>
|
||||
<div id=<span class="code-quote">"file.news.div.news"</span> n=<span class="code-quote">"news"</span> rend=<span class="code-quote">"primary"</span>>
|
||||
<head> TITLE OF YOUR REPOSITORY HERE </head>
|
||||
<p>
|
||||
INTRO MESSAGE HERE
|
||||
Welcome to my wonderful repository etc etc ...
|
||||
A service of <xref target=<span class="code-quote">"http:<span class="code-comment">//myuni.edu/"</span>>My University</xref>
|
||||
</span> </p>
|
||||
</div>
|
||||
</body>
|
||||
<options/>
|
||||
<meta>
|
||||
<userMeta/>
|
||||
<pageMeta/>
|
||||
<repositoryMeta/>
|
||||
</meta>
|
||||
</document></pre>
|
||||
</div></div>
|
||||
<p>Example 2: all text replaced by references to localizable message keys:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<document>
|
||||
<body>
|
||||
<div id=<span class="code-quote">"file.news.div.news"</span> n=<span class="code-quote">"news"</span> rend=<span class="code-quote">"primary"</span>>
|
||||
<head><i18n:text>myuni.repo.title</i18n:text></head>
|
||||
<p>
|
||||
<i18n:text>myuni.repo.intro</i18n:text>
|
||||
<i18n:text>myuni.repo.a.service.of</i18n:text>
|
||||
<xref target=<span class="code-quote">"http:<span class="code-comment">//myuni.edu/"</span>><i18n:text>myuni.name</i18n:text></xref>
|
||||
</span> </p>
|
||||
</div>
|
||||
</body>
|
||||
<options/>
|
||||
<meta>
|
||||
<userMeta/>
|
||||
<pageMeta/>
|
||||
<repositoryMeta/>
|
||||
</meta>
|
||||
</document>
|
||||
</pre>
|
||||
</div></div>
|
||||
|
||||
<h2><a name="XMLUIConfigurationandCustomization-AddingStaticContent"></a>Adding Static Content</h2>
|
||||
|
||||
<p>The XMLUI user interface supports the addition of globally static content (as well as static content within individual themes).</p>
|
||||
|
||||
<p>Globally static content can be placed in the <em>[dspace-source]/dspace/modules/xmlui/src/main/webapp/static/</em> directory. By default this directory only contains the default <em>robots.txt</em> file, which provides helpful site information to web spiders/crawlers. However, you may also add static HTML (<em>*.html</em>) content to this directory, as needed for your installation.</p>
|
||||
|
||||
<p>Any static HTML content you add to this directory may also reference static content (e.g. CSS, Javascript, Images, etc.) from the same <em>[dspace-source]/dspace/modules/xmlui/src/main/webapp/static/</em> directory. You may reference other static content from your static HTML files similar to the following:</p>
|
||||
<div class="code panel" style="border-width: 1px;"><div class="codeContent panelContent">
|
||||
<pre class="code-java">
|
||||
<link href=<span class="code-quote">"./<span class="code-keyword">static</span>/mystyle.css"</span> rel=<span class="code-quote">"stylesheet"</span> type=<span class="code-quote">"text/css"</span>/>
|
||||
<img src=<span class="code-quote">"./<span class="code-keyword">static</span>/images/<span class="code-keyword">static</span>-image.gif"</span> alt=<span class="code-quote">"Static image in /<span class="code-keyword">static</span>/images/ directory"</span>/>
|
||||
<img src=<span class="code-quote">"./<span class="code-keyword">static</span>/<span class="code-keyword">static</span>-image.jpg"</span> alt=<span class="code-quote">"Static image in /<span class="code-keyword">static</span>/ directory"</span>/> </pre>
|
||||
</div></div>
|
||||
|
||||
<h2><a name="XMLUIConfigurationandCustomization-EnablingOAIOREHarvesterusingXMLUI"></a>Enabling OAI-ORE Harvester using XMLUI</h2>
|
||||
|
||||
<p>This section will give the necessary steps to set up the OAI-ORE Harvester usig Manakin.</p>
|
||||
|
||||
<p>Setting up a collection (Collection Edit Screen):</p>
|
||||
|
||||
<ol>
|
||||
<li>Login and create a new collection.</li>
|
||||
<li>Go to the tab named "Content Source" that now appears next to "Edit Metadata" and "Assign Roles " in the collection edit screens.</li>
|
||||
<li>The two counter source options are standards (selected by default) and harvested. Select "harvests from external source" and click Save.</li>
|
||||
<li>A new set of menus appear to configure the harvesting settings:
|
||||
<ul>
|
||||
<li>"OAI Provide" is in the URL of the OAI-PMH provider that the content from this collection should be harvested from. The PMH provider deployed with DSpace typically has the form:"http://dspace.url/oai/reuqest". For this example use "http://web01.library.tamu.edu/oai-h151/request"</li>
|
||||
<li>"OAI Set id" is the setSpec of the collection you wish to harvest from.Use "hdl_1969.1_5671" for this example.</li>
|
||||
<li>"Metadata format" determines the format that the descriptive metdata will be harvested. Since DSpace stores metadata in its own internal format, not all metadata values might bet harvested if a specific format is specified. Select "DSpace Intermediate Metadata" if available and "Simple Dublin Core" otherwise.</li>
|
||||
<li>Click the Test Settings button will verify the settings supplied in the previous steps and will usually let you know what, if anything is missing or does not match up.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>The list of radio buttons labeled "Content being harvested" allows you to select the harvest level. The first one requires no OAI-ORE support on the part of the provider and can be used to harvest metadata from any provider compliant with the OAI-PMH 2.0 specifications. The middle options will harvest the metadata and generate links to bitstreams stored remotely, while the last one will perform full local replication. Select the middle option and click Save<br/>
|
||||
At this point the settings are saved and the menu changes to provide three options:</li>
|
||||
</ol>
|
||||
|
||||
|
||||
<ul>
|
||||
<li>"Change Settings" takes you back to the edit screen.</li>
|
||||
<li>"Import Now" performs a single harvest from the remote collection into the local one. Success, notes, and errors encountered in the process will be reflected in the "Last Harvest Result" entry. More detailed information is available in the DSpace log. Note that the whole harvest cycle is executed within a single HTTP request and will time out for large collections. For this reason, it is advisable to use the automatic harvest scheduler set up<br/>
|
||||
either in XMLUI or from the command line. If the scheduler is running, "Import Now" will handle the harvest task as a separate thread.</li>
|
||||
<li>"Reset and Reimport Collection" will perform the same function as "Import Now", but will clear the collection of all existing items before doing so.</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h3><a name="XMLUIConfigurationandCustomization-AutomaticHarvesting%28Scheduler%29"></a>Automatic Harvesting (Scheduler)</h3>
|
||||
|
||||
<p>Setting up automatic harvesting in the Control Panel Screen.</p>
|
||||
|
||||
<ul>
|
||||
<li>A new table, Harvesting, has been added under Administrative > Control Panel.</li>
|
||||
<li>The panel offers the following information:
|
||||
<ul>
|
||||
<li>Available actions:
|
||||
<ul>
|
||||
<li>Start Harvester: starts the scheduler. From this point on, all properly configured collections (listed on the next line) will be harvested at regular intervals. This interval can be changed in the <em>dspace.cfg</em> using the "<em>harvester.harvestFrequency</em>" parameter.</li>
|
||||
<li>Pause: the "nice" stop; waits for the active harvests to finish, saves the state/progress and pauses execution. Can be either resumed or stopped.</li>
|
||||
<li>Stop: the "full stop"; waits for the current item to finish harvesting, and aborts further execution.</li>
|
||||
<li>Reset Harvest Status: since stopping in the middle of a harvest is likely to result in collections getting "stuck" in the queue, the button is available to clear all states.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<h2><a name="XMLUIConfigurationandCustomization-AdditionalXMLUILearningResources"></a>Additional XMLUI Learning Resources</h2>
|
||||
|
||||
<p>Useful links with further information into XMLUI Development</p>
|
||||
|
||||
<ul>
|
||||
<li><a href="http://www.slideshare.net/tdonohue/making-dspace-xmlui-your-own">Making DSpace XMLUI Your Own</a> - Concentrates on using Maven to build Overlays in the XMLUI (Manakin). Also has very basic examples for JSPUI. Based on DSpace 1.6.x.</li>
|
||||
<li><a href="http://www.tdl.org/files/LearningToUseManakin.pdf">Learning to Use Manakin (XMLUI)</a> - Overview of how to use Manakin and how it works. Based on DSpace 1.5, but also valid for 1.6.</li>
|
||||
<li><a href="http://www.tdl.org/wp-content/uploads/2009/04/Introducing%20Manakin.pdf">Introducing Manakin (XMLUI)</a></li>
|
||||
</ul>
|
||||
|
||||
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
BIN
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BIN
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After Width: | Height: | Size: 43 B |
BIN
dspace/docs/html/images/icons/bullet_blue.gif
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After Width: | Height: | Size: 60 B |
BIN
dspace/docs/html/images/icons/emoticons/forbidden.gif
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After Width: | Height: | Size: 613 B |
BIN
dspace/docs/html/images/icons/emoticons/information.gif
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dspace/docs/html/images/icons/emoticons/warning.gif
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After Width: | Height: | Size: 569 B |
239
dspace/docs/html/index.html
Normal file
@@ -0,0 +1,239 @@
|
||||
|
||||
|
||||
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
|
||||
<html>
|
||||
<head>
|
||||
<title>DSpace 1.7.1 Documentation</title>
|
||||
<link rel="stylesheet" href="styles/site.css" type="text/css" />
|
||||
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
|
||||
</head>
|
||||
|
||||
<body>
|
||||
<br/>
|
||||
<br/>
|
||||
<p>
|
||||
<h2><font color="#0050B2">Index:</font></h2>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="DSpace System Documentation.html">DSpace System Documentation</a>
|
||||
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Preface.html">Preface</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Introduction.html">Introduction</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Functional Overview.html">Functional Overview</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Installation.html">Installation</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Upgrading a DSpace Installation.html">Upgrading a DSpace Installation</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Configuration.html">Configuration</a>
|
||||
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Discovery.html">Discovery</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="DSpace Statistics.html">DSpace Statistics</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Embargo.html">Embargo</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Google Scholar Metadata Mappings.html">Google Scholar Metadata Mappings</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="JSPUI Configuration and Customization.html">JSPUI Configuration and Customization</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="XMLUI Configuration and Customization.html">XMLUI Configuration and Customization</a>
|
||||
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Mirage Configuration and Customization.html">Mirage Configuration and Customization</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="XMLUI Base Theme Templates (dri2xhtml).html">XMLUI Base Theme Templates (dri2xhtml)</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="System Administration.html">System Administration</a>
|
||||
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="AIP Backup and Restore.html">AIP Backup and Restore</a>
|
||||
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="DSpace AIP Format.html">DSpace AIP Format</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Curation System.html">Curation System</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Directories.html">Directories</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Architecture.html">Architecture</a>
|
||||
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Application Layer.html">Application Layer</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Business Logic Layer.html">Business Logic Layer</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="DSpace Services Framework.html">DSpace Services Framework</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Storage Layer.html">Storage Layer</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Submission User Interface.html">Submission User Interface</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="DRI Schema Reference.html">DRI Schema Reference</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Appendices.html">Appendices</a>
|
||||
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="Appendix A.html">Appendix A</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>
|
||||
|
||||
<a href="History.html">History</a>
|
||||
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%">
|
||||
<tr>
|
||||
<td height="12" background="https://wiki.duraspace.org/images/border/border_bottom.gif"><img src="images/border/spacer.gif" width="1" height="1" border="0"/></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td align="center"><font color="grey">Document generated by Confluence on Mar 25, 2011 19:21</font></td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
399
dspace/docs/html/styles/site.css
Normal file
@@ -0,0 +1,399 @@
|
||||
|
||||
/* Could not locate resource: /includes/css/master.css */
|
||||
/* Could not locate resource: /includes/css/wiki-content.css */
|
||||
/* Could not locate resource: /includes/css/tabs.css */
|
||||
/* Could not locate resource: /includes/css/menu.css */
|
||||
/* Could not locate resource: /includes/css/menu-ie.css */
|
||||
/* Could not locate resource: /includes/css/tables.css */
|
||||
/* Could not locate resource: /includes/css/panels.css */
|
||||
/* Could not locate resource: /includes/css/master-ie.css */
|
||||
/* Could not locate resource: /includes/css/renderer-macros.css */
|
||||
/* Could not locate resource: /includes/css/content-types.css */
|
||||
/* Could not locate resource: /includes/css/login.css */
|
||||
/* Could not locate resource: /includes/css/information-macros.css */
|
||||
/* Could not locate resource: /includes/css/layout-macros.css */
|
||||
|
||||
|
||||
/*
|
||||
Colors for Confluence (included for all themes by default).
|
||||
*/
|
||||
|
||||
|
||||
h1, h2, h3, h4, h5, h6,
|
||||
.wiki-content h1,
|
||||
.wiki-content h2,
|
||||
.wiki-content h3,
|
||||
.wiki-content h4,
|
||||
.wiki-content h5,
|
||||
.wiki-content h6,
|
||||
.pagetitle,
|
||||
.steptitle,
|
||||
.substeptitle,
|
||||
.formtitle,
|
||||
a.blogHeading,
|
||||
.more-comments a,
|
||||
.label,
|
||||
label,
|
||||
th.confluenceTh,
|
||||
table.confluenceTable th.confluenceTh,
|
||||
table.admin th,
|
||||
.form-element-large,
|
||||
.form-element-small,
|
||||
#com-atlassian-confluence .mce_h1 span.mceText,
|
||||
#com-atlassian-confluence .mce_h2 span.mceText,
|
||||
#com-atlassian-confluence .mce_h3 span.mceText,
|
||||
#com-atlassian-confluence .mce_h4 span.mceText,
|
||||
#com-atlassian-confluence .mce_h5 span.mceText,
|
||||
#com-atlassian-confluence .mce_h6 span.mceText {
|
||||
color: #2E6173;
|
||||
}
|
||||
|
||||
.wiki-content h1,
|
||||
.wiki-content h2 {
|
||||
border-bottom-color: #669999;
|
||||
}
|
||||
|
||||
.wiki-content-preview {
|
||||
border-left-color: #669999;
|
||||
border-right-color: #669999;
|
||||
}
|
||||
|
||||
.pageSectionHeader {
|
||||
border-bottom-color: #2E6173;
|
||||
}
|
||||
|
||||
.panel {
|
||||
border-color: #669999;
|
||||
}
|
||||
|
||||
.panelHeader,
|
||||
.menuheading,
|
||||
.pageheader,
|
||||
.sectionbottom {
|
||||
border-bottom-color: #669999;
|
||||
}
|
||||
|
||||
.topRow {
|
||||
border-top-color: #669999;
|
||||
}
|
||||
|
||||
.tabletitle, .pageSectionHeader, .section-header h2 {
|
||||
color: #2E6173;
|
||||
}
|
||||
.tabletitle, .pageSectionHeader {
|
||||
border-bottom-color: #669999;
|
||||
}
|
||||
|
||||
a:link,
|
||||
a:visited,
|
||||
a:active,
|
||||
a:hover,
|
||||
#default-labels-header a.add {
|
||||
color: #2E6173;
|
||||
}
|
||||
|
||||
h1 a:hover {
|
||||
border-bottom-color: #2E6173;
|
||||
}
|
||||
|
||||
/* use logoSpaceLink instead.
|
||||
.spacenametitle,
|
||||
.spacenametitle a,
|
||||
.spacenametitle a:visited {
|
||||
color: #999999;
|
||||
}
|
||||
*/
|
||||
.spacenametitle-printable,
|
||||
.spacenametitle-printable a,
|
||||
.spacenametitle-printable a:visited {
|
||||
color: #999999;
|
||||
}
|
||||
|
||||
.navItemOver,
|
||||
.navItemOver a,
|
||||
.navItemOver a:visited,
|
||||
.navItemOver a:hover {
|
||||
color: #ffffff;
|
||||
background-color: #2E6173;
|
||||
}
|
||||
|
||||
.navItem {
|
||||
background-color: #2E6173;
|
||||
}
|
||||
|
||||
.navItem a,
|
||||
.navItem a:hover,
|
||||
.navItem a:visited {
|
||||
color: #ffffff;
|
||||
}
|
||||
|
||||
.tableview th {
|
||||
color: #2E6173;
|
||||
border-bottom-color: #669999;
|
||||
}
|
||||
|
||||
blockquote {
|
||||
border-left-color: #669999;
|
||||
}
|
||||
|
||||
.navBackgroundBox {
|
||||
background: #2E6173;
|
||||
}
|
||||
|
||||
.previewBoxTop,
|
||||
.previewContent,
|
||||
.previewBoxBottom,
|
||||
.functionbox {
|
||||
border-color: #669999;
|
||||
}
|
||||
|
||||
.smalltext-blue {
|
||||
color: #669999;
|
||||
}
|
||||
|
||||
.tabnav,
|
||||
.comment .tabnav,
|
||||
ul.tabnav {
|
||||
border-bottom-color: #2E6173;
|
||||
}
|
||||
|
||||
.tabnav .tabs a {
|
||||
border-color: #2E6173;
|
||||
background: #2E6173;
|
||||
}
|
||||
|
||||
.tabnav .tabs a:link, .tabnav .tabs a:visited {
|
||||
color: #ffffff;
|
||||
}
|
||||
.tabnav .tabs a:hover {
|
||||
color: #ffffff;
|
||||
background: #2E6173;
|
||||
border-color: #2E6173;
|
||||
}
|
||||
|
||||
.tabnav .spaceActionLinks a:link,
|
||||
.tabnav .spaceActionLinks a:visited {
|
||||
color: #2E6173;
|
||||
}
|
||||
|
||||
.foldertab-box {
|
||||
border-left-color: #2E6173;
|
||||
border-right-color: #2E6173;
|
||||
border-bottom-color: #2E6173;
|
||||
}
|
||||
|
||||
#squaretab a {
|
||||
border-color: #2E6173;
|
||||
}
|
||||
|
||||
#squaretab a:link, #squaretab a:visited {
|
||||
background-color: #2E6173;
|
||||
}
|
||||
|
||||
#squaretab a:hover {
|
||||
color: #ffffff;
|
||||
background-color: #2E6173;
|
||||
border-color: #2E6173;
|
||||
}
|
||||
|
||||
table.blogcalendar {
|
||||
border-color: #669999;
|
||||
}
|
||||
|
||||
.blogcalendar th.calendarhead,
|
||||
a.calendarhead,
|
||||
a.calendarhead:link,
|
||||
a.calendarhead:visited,
|
||||
a.calendarhead:hover {
|
||||
background-color: #2E6173;
|
||||
color: #ffffff;
|
||||
}
|
||||
|
||||
.searchGroupHeading {
|
||||
background-color: #2E6173;
|
||||
color: #ffffff;
|
||||
}
|
||||
|
||||
.permissionTab {
|
||||
background: #2E6173;
|
||||
color: #ffffff;
|
||||
}
|
||||
|
||||
.permissionSuperTab {
|
||||
background: #2E6173;
|
||||
color: #ffffff;
|
||||
}
|
||||
|
||||
/* styles for links in the top bar */
|
||||
.topBarDiv a:link,
|
||||
.topBarDiv a:visited,
|
||||
.topBarDiv a:active,
|
||||
.topBarDiv a:hover,
|
||||
.topBarDiv {
|
||||
color: #ffffff;
|
||||
}
|
||||
|
||||
.topBar {
|
||||
background-color: #2E6173;
|
||||
}
|
||||
|
||||
.basicPanelContainer {
|
||||
border-color: #2E6173;
|
||||
}
|
||||
|
||||
.greynavbar {
|
||||
border-top-color: #2E6173
|
||||
}
|
||||
|
||||
div.license-personal {
|
||||
background-color: #2E6173;
|
||||
color: #ffffff;
|
||||
}
|
||||
|
||||
div.license-personal a {
|
||||
color: #ffffff;
|
||||
}
|
||||
|
||||
.minitab {
|
||||
border-bottom-color: #2E6173;
|
||||
}
|
||||
|
||||
.minitab a {
|
||||
border-top-color: #2E6173;
|
||||
border-right-color: #2E6173;
|
||||
border-left-color: #2E6173;
|
||||
}
|
||||
|
||||
.minitab .unselected {
|
||||
border-bottom-color: #2E6173;
|
||||
background: #2E6173;
|
||||
}
|
||||
|
||||
#header {
|
||||
background-color: #2E6173;
|
||||
}
|
||||
#header a,
|
||||
#breadcrumbs,
|
||||
#header .ajs-menu-bar li.ajs-menu-item a.trigger {
|
||||
color: #ffffff;
|
||||
}
|
||||
.breadcrumbs {
|
||||
border-color: #669999;
|
||||
}
|
||||
|
||||
#navigation, #tab-navigation {
|
||||
border-bottom-color: #2E6173;
|
||||
}
|
||||
|
||||
.ajs-menu-bar li.ajs-menu-item .ajs-drop-down a {
|
||||
color: #535353;
|
||||
}
|
||||
#header .ajs-menu-bar li.ajs-menu-item .ajs-drop-down a {
|
||||
color: #2E6173;
|
||||
}
|
||||
|
||||
.menu-section-list li.active a,
|
||||
.menu-section-list li.active a:hover,
|
||||
#navigation .ajs-menu-bar .ajs-button a:hover,
|
||||
/* .ajs-menu-bar .ajs-menu-item.opened, */
|
||||
.ajs-menu-bar .ajs-menu-item li.active a,
|
||||
.aui-dd-parent .aui-dropdown li.active,
|
||||
.aui-dd-parent .aui-dropdown li:hover span,
|
||||
.aui-dd-parent .aui-dropdown a:focus span,
|
||||
.ajs-menu-bar .ajs-menu-item.opened .ajs-drop-down li.active a,
|
||||
#navigation .ajs-menu-bar li.ajs-button a.active,
|
||||
#header .ajs-menu-bar li.ajs-menu-item.opened .ajs-drop-down li.active a,
|
||||
.ajs-content-hover .popup-follow a:hover {
|
||||
color: #ffffff;
|
||||
background-color: #669999;
|
||||
}
|
||||
#header .ajs-menu-bar li.ajs-menu-item.opened,
|
||||
#header .ajs-menu-bar li.ajs-menu-item.opened a.trigger {
|
||||
background-color: #669999;
|
||||
border-color: #669999;
|
||||
}
|
||||
.ajs-menu-bar .ajs-menu-item.opened a.trigger {
|
||||
background-color: #669999;
|
||||
}
|
||||
|
||||
#header .ajs-menu-bar .ajs-drop-down {
|
||||
border-color: #2E6173;
|
||||
}
|
||||
#header .ajs-menu-bar .ajs-drop-down li.separator {
|
||||
border-top-color: #2E6173;
|
||||
}
|
||||
|
||||
.tab-navigation .tab a {
|
||||
background-color: #2E6173;
|
||||
border: 1px solid #2E6173;
|
||||
color: #ffffff;
|
||||
}
|
||||
.tab-navigation .tab a:hover {
|
||||
color: #ffffff;
|
||||
background-color: #2E6173;
|
||||
border-bottom-color: #2E6173;
|
||||
}
|
||||
|
||||
|
||||
|
||||
/***** Pre 2.8 markup styles for backwards compatability ******/
|
||||
#foldertab {
|
||||
border-bottom-color: #2E6173;
|
||||
}
|
||||
|
||||
#foldertab li a {
|
||||
border-color: #2E6173;
|
||||
background: #2E6173;
|
||||
}
|
||||
|
||||
#foldertab li a:link,
|
||||
#foldertab li a:visited {
|
||||
color: #ffffff;
|
||||
}
|
||||
#foldertab li a:hover {
|
||||
color: #ffffff;
|
||||
background: #2E6173;
|
||||
border-color: #2E6173;
|
||||
}
|
||||
|
||||
.logoSpaceLink,
|
||||
.logoSpaceLink a:link,
|
||||
.logoSpaceLink a:visited,
|
||||
.logoSpaceLink a:active {
|
||||
color: #999999;
|
||||
}
|
||||
|
||||
.logoSpaceLink a:hover {
|
||||
color: #2E6173;
|
||||
}
|
||||
|
||||
.selectedminitab {
|
||||
border-color: #2E6173
|
||||
}
|
||||
|
||||
.unselectedminitab {
|
||||
border-color: #2E6173;
|
||||
background: #2E6173;
|
||||
}
|
||||
|
||||
.tabletitle, .heading-text-color {
|
||||
color: #2E6173;
|
||||
}
|
||||
|
||||
a.unselectedminitab:hover {
|
||||
color: #ffffff;
|
||||
background: #2E6173;
|
||||
border-color: #2E6173;
|
||||
}
|
||||
|
||||
ol.autocompleter li.focused {
|
||||
background: #669999;
|
||||
color: #ffffff;
|
||||
}
|
||||
|
||||
/* End colour styles for Confluence */
|
||||
|
||||
/* Could not locate resource: /includes/css/default-theme.css */
|
||||
|
||||
|
||||
|