National Workshop on Institutional Digital Repository Shibabroto Banerjee Department of Computer Science and Engineering IIT Kharagpur

National Workshop on Institutional Digital Repository Create Users and Groups in Dspace Authentication Methods Access Authorization Usage Statistics

Community & Collection (Data Model) Sub-Community Collection Item Metadata Bitstream License Licenses

Creating Community and Collection Administrative Log in Click Communities & Collections (under Browse) Click on Create Community (under Context) Give the community a name and add a short description and introductory text (optional) Upload a logo file (optional) Finish/Return

Dspace user is called E-person XMLUI / JSPUI Interface Create Users Dspace user is called E-person Command Prompt [dspace]/bin/dspace user --add --email <email address of user> -g <Firstname> -s <Surname> --password <Password for the user> Select “People” (under Administrative – Access Control). Click “Create a new e-person”. Add the new person’s name and contact information. Click “Create E-person” XMLUI / JSPUI Interface

Create Groups Choose “Groups” (under Administration – Access Controls) Select “Create a new Group” Give the group a name Use “Search members” to add e-people the new group Click “Add” next to the e-people you want to add to the group Click “Save”

Groups and Policies Can do anything in the site. Administrator Can do anything in the site. Anonymous The list that contain all users. Collection ADD/REMOVE DEFAULT_ITEM_READ DEFAULT_BITSTREAM_READ COLLECTION_ADMIN Item READ WRITE Bundle Bitstream

Stackable Authentication Methods Configuration File: [dspace]/config/modules/authentication.cfg LDAP X.509 Certificate IP Address based New users will be able to register by entering their username and password without being sent the registration token Users not having a username and password, can still register and login with just their email address This method uses an X.509 certificate sent by the client to establish his/her identity. Clients should have a personal Web certificate installed on their browser which is issued by a Certifying Authority (CA) recognized by the web server Distributed authentication system for securely authenticating users No one will be able to access that URL without first authenticating : Active Session. Public access to content, while restricted access to only particular areas: Lazy Session IP Based Authentication Allow a particular set of IP Address E.g allow all the requests from Class B Network except Class C Use of inbuilt e-mail address/password-based log-in Users can register themselves, set their own passwords Users are not members of any special (dynamic) e-person groups Shibboleth Password

Access Authorization E-persons & Groups Subscribe to collections in Dspace and receive a daily email containing the new items in the collections. Create, modify and delete Community and Collection. Submit new items to collection. Withdraw and Expunge items from the collection.

Withdraw Vs Expunge Removes item from view Does not show up in search results Recoverable Unrecoverable Handle is not reused Can only be done by a repository administrator

Usage Statistics Item Collection Community Total page visits (all time) Total Visits per Month File Downloads (all time) Top Country Views (all time) Top City Views (all time) Item Collection Community

Statistical Information A customizable general overview of activities in the archive, by default including Number of items archived Number of bitstream views Number of item page views Number of collection page views Number of community page views Number of user logins Number of searches performed Number of license rejections Number of OAI Requests Customizable summary of archive contents Broken-down list of item viewings A full break-down of all performed actions User logins Most popular searches Log Level Information Processing information

Thank you

National Workshop on Institutional Digital Repository Item Submit and Workflow Indexing Retrieval

Item Submission Workflow If not already selected, the user must select a collection to deposit the Item into. Select Collection This is where the user may enter descriptive metadata about the Item. This step may consist of one or more pages of metadata entry. Describe This is where the user may upload one or more files to associate with the Item. Upload This is where the user may review all previous information entered, and correct anything as needed. Review This is where the user must agree to the repository distribution license in order to complete the deposit. License The deposit is now completed. The Item will either become immediately available or undergo a workflow approval process. Complete

Item Submission Workflow (GUI) 1 2 Admin Login 3 5 4 1 2 3 4 5 Initial Questions -> Describe -> Upload -> Verify -> License -> Complete

Indexing Option I Faceted/Filtered Search & Browse (via Solr & DSpace Discovery) - enabled by default since DSpace 4.0 DSpace can apply filters or transformations to files/bitstreams, creating new content. Filters that extract text for full-text searching, and create thumbnails for items that contain images. Option II

Creating Indexes Configure search and browse to use PostgreSQL Alter dspace.cfg to set the browseDAO to postgres Alter dspace.cfg to have ItemCount use Postgres Create the DB search/browse tables [dspace]/bin/dspace index-db-browse [dspace]/bin/dspace index-lucene-init (Complete Index Regeneration) [dspace]/bin/dspace index-lucene-update (Update Luncene index)

Creating Indexes Filter Media [dspace]/bin/dspace filter-media Available Media Filters HTML Text, JPEG Thumbnail, PDF text, XPDF , Word, Powerpoint, ImageMagick Filter Media from Command Prompt [dspace]/bin/dspace filter-media

Indexing Strategies & Customization Browse Index Customization Add a Series Browse You want to add a new browse using a previously unused metadata element Combine more than one metadata field into a browse You may have other title fields used in your repository. You may only want one or two of them added, not all title fields. And/or you may want your series to file in there. Separate subject browse You may want to have a separate subject browse limited to only one type of subject.

Indexing Strategies & Customization Search Index Customization in [dspace]/config/dspace.cfg Where to put the search index files ${dspace.dir}/search Implement Search Analyzer Standard is DSAnalyzer Search Operator AND or OR List of metadata fields to index search.index.1 = author:dc.contributor.*

Retrieval Discovery Sidebar Facet Search Filter Discovery Module enables faceted searching & browsing for your repository Sidebar Facet Breaks up search results into multiple categories and counts for each Allows the user to restrict their search results based on those facets Search Filter User can modify the list of displayed search results by specifying additional filters that will be applied on the list of search results

Retrieval [dspace]/bin/dspace index-db-browse -f –d Enabling Discovery Browse with Discovery [dspace]/bin/dspace index-db-browse -f –d Configuration Files [dspace]/config/modules/discovery.cfg -> General Settings [dspace]/config/spring/api/discovery.xml

User Interface Modification Theme Change Go to [dspace]/conf/xmlui.xconf Find <themes> tag Comment/Uncomment Tags to select Theme <themes>         <!-- Example configuration -->         <!-- <theme name="Test Theme 1" handle="123456789/1" path="theme1/"/>    -->         <!-- <theme name="Test Theme 2" regex="community-list" path="theme2/"/> -->         <!-- Mirage theme, @mire contributed theme, default since DSpace 3.0 -->         <theme name="Atmire Mirage Theme" regex=".*" path="Mirage/" />         <!-- Reference theme, the default Manakin XMLUI layout up to DSpace 1.8 -->         <!-- <theme name="Default Reference Theme" regex=".*" path="Reference/" /> -->         <!-- Classic theme, inspired by the JSP UI -->         <!-- <theme name="Classic" regex=".*" path="Classic/" /> -->         <!-- The Kubrick theme -->         <!-- <theme name="Kubrick" regex=".*" path="Kubrick/" /> -->         <!--              For information on configuring the mobile theme, see:              dspace-xmlui/src/main/webapp/themes/mobile/readme.txt         -->     </themes>

User Interface Modification Logo Change Path: webapps/xmlui/themes/Mirage/lib/css/style.css #ds-header-logo {     float:left;     width: 48px;     height: 50px;     margin-top: 10px;     background: url('../../images/dspace-logo-only.png');     background-repeat: no-repeat;     background-color: transparent;     margin-right: 15px; }

User Interface Modification Logo Change Path: webapps/xmlui/themes/Mirage/lib/css/style.css to change background color of header->  #ds-header-wrapper {     background-color: #1F3F5E;     color: white;     min-width: 950px; }

User Interface Modification Positioning and Hiding objects Go To webapps/xmlui/themes/Mirage/lib/css/style.css Make Necessary Changes #ds-body {     /* float: left; */     float: right;     width: 675px;     padding-top: 10px; } #ds-options-wrapper {    /* float: right; */     width: 249px;     padding-top:10px; }

User Interface Modification Localization To change Header message ->  Go to /webapps/xmlui/i18n/messages.xml  -- Make Necessary Changes in the following line: <message key="xmlui.dri2xhtml.structural.head-subtitle">DSpace Repository</message> To change DSpace News Aspect messages -> Go to /config/news-xmlui.xml -- Make Necessary Changes in the following line/s <head>DSpace Repository</head> <p>DSpace is a digital service that collects, preserves, and distributes digital material. Repositories are important tools for preserving an organization&apos;s legacy; they facilitate digital preservation and scholarly communication.</p>

Backup and Restore Contents AIP or Archival Information Packages Exporting [dspace]/bin/dspace packager -d -a -t AIP -e <administrative login id> -i <handle id of the community/collection> <Path to the archive>.zip Importing [dspace]/bin/dspace packager -s -a -t AIP -e < administrative login id> -p <handle id of the parent community> < Path to the archive >

Backup and Restore Contents SIP or Simple Archive Format Exporting [dspace]/bin/dspace export -t COLLECTION -i <handle id of the collection> -d /path/to/destination –n <starting number of the folder> Importing [dspace]/bin/dspace import -a -e <administrative login id> -c <handle id of the collection> -s <Path to the directory> -m <Path to MapFile>

Minimum Hardware Configuration Minimum Required: A Desktop Computer with the following configuration: Intel Dual Core Processor RAM: 2 GB Hard Disk capacity – 320 GB Network – 10/100 Mbps network card WAN – Registered domain name and internet connectivity Preferred: A Desktop Computer with the following configuration: Intel Quad Core Processor RAM at least 8 GB Hard Disk capacity – 1 TB Network – 10/100/1000 Mbps network card WAN – Registered domain name and internet connectivity