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Configuration and Enhancements

Core RequirementSummary Notes/DecisionsWho can execute it? Metadata or Services group?  Which system would this be done throughBack end or front end feature

Priority level: Must have/Should have/Could have/Won't have

(Services)

TicketsReference links

Standard repository features- front end

Searching, Facets, thumbnails, search results interface, item interface, customizable header footer and landing page


Devs

or

Gabe/Chin

SBlacklight/DSpace custom/DSpace standardFrontMust Have

DOIs- autogenerationDOIs generated automatically, or at the push of a button
Gabe/Chin

S

M

DSpace back endBack

S: Must have 

M: Must have


Out of the box DOI integration:  https://wiki.duraspace.org/display/DSDOC6x/DOI+Digital+Object+Identifier
Customize Facets for displayCustomizable facets
Gabe/ChinS

Blacklight/DSpace custom

FrontMust have DSPAC-71 - Getting issue details... STATUS

Procedure: https://wiki.duraspace.org/pages/viewpage.action?pageId=30218817


Citation generationAutomatic Citation generation, either via DSpace's native features or some sort of external plugin that functions through the interface
DevsSBlacklight/DSpace custom/DSpace standardUnclearShould have  DSPAC-73 - Getting issue details... STATUS https://wiki.duraspace.org/display/DSPACE/Citation+Generation
Direct Submission form- form A direct submission form through which faculty can submit
Gabe/ChinSDSpace back endBackMust have DSPAC-68 - Getting issue details... STATUS

Documentation:  https://wiki.duraspace.org/display/DSDOC6x/Submission+User+Interface

Input forms customized via: https://github.com/DSpace/dspace-release/blob/master/config/input-forms.xml (The form-map maps collection handles to forms.)

Item submission process customized via this:  https://github.com/DSpace/DSpace/blob/master/dspace/config/item-submission.xml  (The process-map maps collection handles to a particular Item Submission Process.)

slide deck: https://www.slideshare.net/bramluyten/secrets-of-the-dspace-submission-form


Direct Submission form- Public access via web A way to authenticate users submitting through the form, probably via TUID/LDAPExternal to DSpace in some regard.  Gabe/ChinSDSpace back endBackMust have DSPAC-82 - Getting issue details... STATUS

https://wiki.duraspace.org/display/DSDOC6x/Authentication+Plugins

Customizable Homepage Customizable display layer, including homepage, subpage, configurable interface, customizable facets, etc.

Devs

Gabe/Chin

SBlacklight/DSpace front end custom/DSpace front end standardFrontMust have DSPAC-76 - Getting issue details... STATUS

'Making DSpace your own' webinar

https://www.slideshare.net/DuraSpace/42418-making-dspace-your-own-webinar-recording

Here's the custom code from the webinar

https://github.com/DSpace-Labs/DSpace-rel-demo

Documentation portalA place to contain our policies and advisory text External to DSpace, as well as a part of the custom homepage?SBlacklight/DSpace front end customFrontMust have DSPAC-77 - Getting issue details... STATUS
Customize simple item display- structural Ability to customize the features of each page.  For example, adjusting thumbnail size.Doable out-of-the box up until a point.  Would require dev support for more sophisticated integrations.  

Devs

Gabe/Chin

SBlacklight/DSpace front end custom/DSpace front end standardFrontCould have DSPAC-79 - Getting issue details... STATUS Thread: https://groups.google.com/forum/#!searchin/dspace-tech/orcid|sort:date/dspace-tech/f_BZETZYXiM/mavRYst_AwAJ
Visual improvements/aesthetic upgrades to the interface (search results, item view, and homepage)

Devs
Blacklight/DSpace front end custom/DSpace front end standardFrontMust have

Customizable search results interface- structural

Devs
Blacklight/DSpace front end custom/DSpace front end standardFrontCould have

View and download counts Analytics integrated into front endConfigurable through Mirage2

Devs

Gabe/Chin

SBlacklight/DSpace front end customFrontMust have DSPAC-78 - Getting issue details... STATUS

Documentation: 

https://wiki.duraspace.org/display/DSDOC6x/DSpace+Google+Analytics+Statistics


RAMP:

http://ramp.montana.edu/

Analytics (back end)Site admins can retrieve and run reports on analytics
Gabe/Chin
DSpace back endBackMust have

Social media/Sharing buttonsSocial media sharing buttons
?SBlacklight/DSpace front end customFrontShould have
Links/buttons for sharing work via social media (Twitter, Facebook/LinkedIn)
Share via email button or function

Devs
Blacklight/DSpace front end customFrontShould have 

New human-readable URLCustomizable URL

Yes it's implementable.

The Services group must decide on the URL

Gabe/ChinSDSpace back endBackMust have DSPAC-81 - Getting issue details... STATUS
Thumbnails next to recently added
Requires customization of DSpace's front-end code

Devs

SBlacklight/DSpace front end custom/DSpace front end standardFrontCould have

ADA note integrated into interface

DevsSBlacklight/DSpace front end custom/DSpace front end standardFrontMust have

ORCID integration- front end

Green ORCID button linking back to author's ORCID profile, as in DukeSpace

Devs

SBlacklight/DSpace front end customFrontMust haveDSPAC-65- ORCID strategyIN PROGRESS

Cambridge: https://www.repository.cam.ac.uk/handle/1810/266430

Duke: https://dukespace.lib.duke.edu/dspace/handle/10161/8875

DSpace orcid documentation: https://wiki.duraspace.org/display/DSDOC6x/ORCID+Integration

Thread on v6.2 compatibility and 6.3 errors

https://groups.google.com/forum/#!topic/dspace-tech/N_azMfWalD8

GG's orcid doc: https://docs.google.com/document/d/1ump6tlTrd62nvDoXo4I9GBsSdLs5SeY7k1flP2InYTs/edit

6.3 errors doc: 

https://groups.google.com/forum/#!searchin/dspace-tech/orcid|sort:date/dspace-tech/09qKMO-qTyM/lMAKDz04AAAJ

https://groups.google.com/forum/#!searchin/dspace-tech/orcid|sort:date/dspace-tech/N_azMfWalD8/Kzhwner5GQAJ

collating fields in advanced search Combining two fields separated on the back end for practical reasons into a single field in the advanced search UIDefinitely a developer taskDevsMDSpace back end BackShould have
See: http://kim-shepherd.blogspot.com/2010/11/discovering-discovery-dspace-solr-tips.html
Transform language codes (or any metadata value) into full words via display layer the field contains the value 'en' but the interface displays the word 'English'

This is doable through the tweaking of the native theme or another theme like Mirage2.  I was unable to find a way to do this other than through the theme

Note that this could be done easily by adding another language field specifically for display, however the metadata group would prefer to avoid this

DevsMBlacklight/DSpace front end custom/DSpace front end standardFrontMust haveDSPAC-66- Transform language codes for display TO DO

Thread on the topic: 

http://dspace.2283337.n4.nabble.com/A-way-to-alter-metadata-values-for-display-td4689929.html#a4689930

Thread: https://groups.google.com/forum/#!searchin/dspace-tech/orcid|sort:date/dspace-tech/f_BZETZYXiM/mavRYst_AwAJ

Auto-Generate MIME types



Automatically populate a field with MIME type values based on file extensionLast option- contact Texas Uni  DevsMDSpace back endBackShould haveDSPAC-75- Auto-generate MIME types TO DO

See convo with Andrea Schweer

Notes from Services Metadata meeting:  This will impact how cumbersome the workflow is for the IR manager.  How cumbersome will depend on the volume of submissions, which is currently unknown.  

SWORD mapping from ProQuestAutomatic ingests of ETDs and associated metadata from ProQuest, plus mappingOngoing

Gabe/Chin/Holly

Possibly Devs

MDSpace back endBackShould haveDSPAC-60- SWORD Mapping; PQ->DSpaceIN PROGRESS

DSpace METS SIP Profile: https://wiki.duraspace.org/display/DSPACE/DSpaceMETSSIPProfile

Extend embargo functionality 



It can easily be enabled in the submission form.  To auto-apply embargos via imported ProQuest metadata we need to provide an exact lift date.  Two additional back-end fields must be implemented, embargo.field.terms and embargo.field.lift.  

Note that there may be an exact date in the regular metadata from proquest ETD admin

Gabe/ChinMDSpace back endBackMust have DSPAC-63- Extending embargo functionality- feasibility IN PROGRESS

Embargo documentation https://wiki.duraspace.org/display/DSDOC6x/DSpace+6.x+Documentation

Implement a variation on this for 'six month', '1 year', etc.: http://wiki.lib.sun.ac.za/index.php?title=SUNScholar/Embargo_Systems/1.8.X

Embargo setter javascript: https://github.com/DSpace/DSpace/blob/master/dspace-api/src/main/java/org/dspace/embargo/DefaultEmbargoSetter.java


CVs- internal list

Gabe/ChinMDSpace back endBackMust haveDSPAC-80- Controlled VocabsTO DOhttps://wiki.duraspace.org/display/DSPACE/Authority+Control+of+Metadata+Values
CVs- external lookup (via something like LCSH)

Gabe/ChinMDSpace back endBackCould have

CVs- ORCID

Should be straightforward

Note:  The Services group's ORCID enhancement depends on this.  

Gabe/ChinMDSpace back endBackCould have 

https://wiki.duraspace.org/display/DSDOC6x/ORCID+Integration

Mirage2 theme-implementCustomizable display layer, including homepage, subpage, configurable interface, customizable facets, etc.
Gabe/ChinSNAFrontNA DSPAC-67 - Getting issue details... STATUS

Meeting Example:  https://atmire.com/preview/browse?type=title

See note on this page, specifically 'Enabling and building the DSpace 5 Mirage 2 theme' for troubleshooting ideas

Thread on error encountered by Chin, with Fix by Tim Donohue

DOI patchFix for 6.x DOI prob

Gabe/Chin

Maybe devs

S

M

NABackNA

Thread on the issue: 

https://groups.google.com/forum/#!topic/dspace-tech/EQUlVrif-u8

The old DIM2DataCite.xsl crosswalk: https://github.com/DSpace/DSpace/blob/master/dspace/config/crosswalks/DIM2DataCite.xsl

Patched DIM2DataCite.xsl crosswalk: https://github.com/DSpace/DSpace/pull/2321/commits 

Upgrade to 6.3

Make a backup plan and implement first.  


Use Meld to find versions of our file

Gabe/Chin

M

S

NABackNADSPAC-72- Upgrade to 6.3IN PROGRESS

Note: DSpace 7.0 will be released mid 2019

https://www.youtube.com/watch?v=JBH0A3QwBUk . (see 18:36 for directories to back up... back up a) sql and solr databases.  see 20:30, section on using meld to discover differences.  23:50 for folders to check for changes)

More Issues
See Jira Board






High level requirements

Core FunctionalityRequirementsNotes/DecisionsJira TicketsReference Links
Integrate Elements and DSpace via the Repository Tools 2 connection
  • Enable the Repository Tools 2 connection,
  • Transmit items in both directions

The systems are integrated and communicating 

This task is complete in Dev.

Configuration can be ported to Prod once the two systems' configurations are OKed by IR Services group

DSPAC-38 - Getting issue details... STATUS

DSPAC-39 - Getting issue details... STATUS


DOIs 

  • Create a DSpace DOI generation workflow
See the 'DOI functionality' section of this page DSPAC-3 - Getting issue details... STATUS
ETDs
  • Create a ProQuest→DSpace ingest workflow
  • Migrate CONTENTdm ETDs to DSpace
See the 'ETD  functionality' section of this page

DSPAC-6 - Getting issue details... STATUS

DSPAC-42 - Getting issue details... STATUS


DSpace structure/configuration 
  • DSpace's structures should imitate Elements structures, be scalable
See the 'DSpace Structure' section of this page

DSPAC-45 - Getting issue details... STATUS

DSPAC-46 - Getting issue details... STATUS



Metadata configuration
  • Define DSpace→Elements and Elements→DSpace crosswalks 
  • Configure DSpace's fields
See the 'Metadata configuration' section of this page DSPAC-43 - Getting issue details... STATUS
Back-end configuration
  • Generate XML crosswalk files
See the 'Back end Configuration' section of this page

Budget

Determine:

  • Storage Budget
  • DOI Budget
  • Other costs




DOI functionality

Core FunctionalityRequirementsComplications and question: Notes/DecisionsJira TicketsReference Links
DOI generation

DOI agency integrated with DSpace

DSpace, when configured so that DOI generation is integrated, automatically generates a DOI for each item added to the repository.  

    1. Would this be acceptable?   

    2. If not, how would generating DOIs manually look, workflow-wise?

    3. How would we deal with the fact that many articles deposited via our RIM already have DOIs?  The DOIs generated in DSpace would have to be manually deleted, and we'd have to get DOIs imported through Elements into the same field as DOIs generated by DSpace.


DSPAC-3 - Getting issue details... STATUS
DOI generationManual retrieval and entry of DOIs

How would manual generation of DOIs through a new Libraries CrossRef membership work?  This would be the simplest solution, however would require more manual intervention per-item.  

    1. Would be a cataloger task?

    2. Would this happen through a process integrated into the metadata approval process?  




Subscribing to a DOI Registration agency

We'll need to join a DOI registration service
  1. Crossref -which is difficult to integrate with DSpace and may require dev support for DSpace integration- is cheap ($275 yearly, $1 per DOI).  

  2. DataCite -which integrates easily with DSpace- is, annecdotally at least, far more expensive (7k yearly?!?);  Their pricing is opaque, we’d have to get a quote.


DSPAC-37 - Getting issue details... STATUS

DSPAC-41 - Getting issue details... STATUS



DOIs for dataDecide if we want DOIs for data
  1. It’s a complicated question… look at the Australian National Data Services guidelines

    1. Would we have to follow something like this?  

    1. ANDS guide

    2. Decision tree




ETD  functionality

Core FunctionalityRequirementsComplications and question: Notes/DecisionsJira TicketsReference Links
ETD MigrationMigrate ETDs from CONTENTdm to DSpace
  • Current CDM metadata should be vetted
  • Unless we're porting over all the metadata in CDM, a CDM→DSpace crosswalk must be created



ETD workflow

Create a ProQuest→DSpace ingest workflow

It's a complicated process!

Do we know of any institutions that have successfully completed a ProQuest→DSpace direct deposit workflow using SWORDv2?

Gabe is currently working on this- Determining this workflow's feasibility will take a bit more time

DSpace structure/configuration 

Core FunctionalityRequirementsComplications and question: Notes/DecisionsJira TicketsReference Links
DSpace's Community/Collection structure- High Level

Two options: 

  • Flat structure with metadata as access point
  • Communities/collections-based structure
  • The XML map's limitations mean that items cannot be deposited into collections based on their author's departmental affiliation
  • DSpace collections and communities are difficult to restructure after the fact.  Moving collections between collections and communities is also inadvisable.  How then to deal with Temple's constantly shifting administrative structure?  
  • Even with no communities or collections custom front end can easily be created by linking to canned searches created by searching specific metadata fields.  
  • Department can also be featured as a facet
  • Communities and collections facilitate more intricate role definition 
Discussed at 9/18 project team meeting.  This group favored the 'flat' approach.  What does the IR Services group think?  

DSpace's Community/Collection structure- Granular

Assuming we want to go with a 'flat' structure which communities and collections should be included

One possible structure- one collection each for 

  • ETDs
  • Publications
  • Data





DSpace's Community/Collection structure- GranularAssuming we want to go with a communities/collections-based structure, which communities and collections should be included?
  • Should it be per college?  Per department?  Etc.
  • The metadata we can get from Elements limit the granularity of this. 



Direct submission formA form for direct submission of faculty publications will be create

This involves both

  • Metadata work
  • Policy Decisions


https://wiki.duraspace.org/display/DSDOC6x/Submission+User+Interface

See the 'Assigning a custom Submission Process to a Collection' section

DSpace Embargo functionality

DSpace's embargo functionality is enabled

Through the ProQuest→DSpace ingest workflow ProQuest's embargo codes can efficiently be translated into DSpace embargoes.  

We'll have to decide if we want to implement DSpace's simple embargo settings or advanced embargo settings.   

The Simple settings can be easily enabled globally.  

We'll need to determine whether we can use the DSpace's 'Creating Embargoes via Metadata' as a part of our Elements→DSpace or ProQuest→DSpace work

Q: Are there any items imported from Elements that will need to be embargoed?  


DSPAC-47 - Getting issue details... STATUS https://wiki.duraspace.org/display/DSDOC6x/Embargo

Policy Decisions

Core FunctionalityRequirementsComplications and question: Notes/DecisionsJira TicketsReference Links
Elements Deposit interface- customize statements

Guidance text- we'll need to provide a statement

Institutional Advice- we'll need to provide a statement



DSPAC-32 - Getting issue details... STATUS https://docs.google.com/document/d/1p57lEx70eWyYMhd_EIAias7f9-H-U7Ecb8pKpLnsJ-E/edit

DSpace- licenses

Customize license for Elements→DSpace submission workflow

We may not have to use this... the interface a faculty submitter will have to use is the Elements interface


DSpace- licensesCustomize license/advisory text for Direct Submission→DSpace  workflow



ADA policiesDetermine what they are and how they affect our configurationA text readable layer is required on all digital objects.  This means that the ETD PDFs will have to be OCRed, as well as PDFs ingested via Elements.  


Workflow considerations

Core FunctionalityRequirementsComplications and question: Notes/DecisionsJira TicketsReference Links
Implementation of 'deposit' button in Elements

a deposit embedded in the Elements interface, usable by both library staff and faculty users of our RIMS 

It must be enabled universally.  Is this a problem?  

This functionality cannot be limited only to certain classes of user.  

The crosswalk allows us to move items deposited from Elements→DSpace to specific dspace collections based on their 'publication type' status in elements.  This could be one solution.  




Library mediated deposits from Elements→DSpace

We've discussed having the library deposit from Elements to DSpace on faculty member's behalf.  

One complication is that Elements indexes articles hosted in other systems, but does not ingest copies of articles.  What are the workflow and legal implications of downloading these articles directly from the publication.

Another complication is that many journals allow the deposit of the preprint or accepted version, but not the publisher's version.  How would we obtain one of the permissible versions, which would be unpublished.  




Dark archive?We could set up a DSpace collection shielded from the public that would facilitate the long term preservation of faculty research, while keeping it in accessible due to legal complications

Is this worth it?  

Is this too far in the wrong direction re: open access?




Metadata Configuration

Core FunctionalityRequirementsComplications and question: Notes/DecisionsJira TicketsReference Links
Elements mappingDefine master Elements→DSpace mapping


Mapping brainstorming doc (Holly/Gabe)

Elements mapping

Define master DSpace→Elements mappingHolly: These are not necessary, 

Mapping brainstorming doc (Holly/Gabe)
Elements mappingConfigure per-publication type mappingsThese may not be necessary.  

Mapping brainstorming doc (Holly/Gabe)
ETD migration

Decide which metadata to maintain when migrating from CDM

Create migration crosswalk





ETD workflowDefine Proquest→ETD crosswalk



Direct Submission form

Define which fields will be included

Determine how this will fit into workflow




https://wiki.duraspace.org/display/DSDOC6x/Submission+User+Interface

See the 'Assigning a custom Submission Process to a Collection' section

Web endpoint for direct submission formA way for Temple affiliated users to submit items through the submission form, without having to interact with the repository.  Registering for an account through DSpace.  The endpoint providing this should be linkable from anywhere.  



Embargo

If needed, incorporate 'creating embargoes via metadata' procedures into Elements→DSpace and/or ProQuest→DSpace crosswalks




https://wiki.duraspace.org/display/DSDOC6x/Embargo#Embargo-Creating%20Embargoes%20via%20Metadata
OAI-PMHOAI-PMH- configure it

Blacklight 

WorldCat

And more!  




Controlled VocabImplement DSpace controlled vocabs

Decide- do we need them?

If so, how should they be implemented



Newer, incomplete: https://wiki.duraspace.org/display/DSPACE/Authority+Control+of+Metadata+Values

Older, more complete: https://wiki.duraspace.org/display/DSPACE/Authority+Control+of+Metadata+Values#AuthorityControlofMetadataValues-XMLUI

Standardized rights statements

Account for them in the schema

Insert them via the load process




Functionality: Display underlying metadata as a different text string for displayUse case:  Translate language codes to plain text for display



Autogenerated MIME types
[UTexas generates them automatically]


CVs- Internal




CVs- External vocabs




Citations
Is it possible to include the DOI in the citation?  


Departmental Data

Format: 

|Temple University|College of Science and Technology|Department of Physics

Parse by separator 





Auto Filling a file size field




DSpace- standardized rights statementsLook into CC and rs.org in DSpace see [link]Findings:  CC is supported but rs.org isn't.  


Back-end configuration- Services group

Core FunctionalityNotesStatusJira Tickets

Storage issues

Find out: 

1. How much DSpace storage space is currently available?
2. What type of server is this storage on? 
3. How easily can the amount of storage be increased?
4. What are the yearly costs associated with the current level of storage. How much would scaling up cost?

In progress DSPAC-56 - Getting issue details... STATUS

ADA concerns- System

Scope out and resolve ADA-related systems issues
DSPAC-57 - Getting issue details... STATUS

ADA concerns- MaterialsScope out and resolve ADA-related materials issues
DSPAC-58 - Getting issue details... STATUS

Storage Budget

Determine what the budget will be for the IR's storage
DSPAC-59 - Getting issue details... STATUS



















More issuesSee Jira Board



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