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Version 5.0

DSpace 5.0 was officially released to the public on January 16, 2015.

DSpace 5.0 can be downloaded immediately from:

See the DSpace 5.x Release Notes for more information.

Where are the Release Notes?

DSpace 5.x Release Notes have been incorporated into the DSpace 5.x documentation wiki. The content of that page, and this one, is similar, but it's not a perfect duplicate. This page is for coordinating and planning DSpace Release 5.0, and for communicating this status information to the community. This Release Status page is a historical document, with much of the same material.

 

Table of Contents:

 

New features in DSpace 5.0

DSpace 5.0 ships with a number of new features. Certain features are automatically enabled by default while others require deliberate activation. 
The following non-exhaustive list contains the major new features in 5.0

Easier Upgrading to 5.x from ANY previous DSpace version (1.x.x, 3.x or 4.x).

  • Your underlying DSpace database now upgrades itself automatically when you first run a newer version of DSpace (see DS-2167, by Tim Donohue with support/feedback from 5.0 Release Team)
  • Solr/Lucene indexes now upgrade automatically during the "ant update" step of the Upgrade process (see DS-2297 by Tim Donohue, with support/feedback from Ivan Masár and 5.0 Release Team).

 

Perform Batch Imports from the User Interface (in both XMLUI and JSPUI)

XMLUI new features

 

JSPUI new features

REST API new features

RDF Interface to support Linked (Open) Data (NEW)

  • DSpace can now provide its content as Linked (Open) Data via a new RDF interface (provided as an "rdf" webapp), see DS-2061 by Pascal -Nicolas Becker

OAI-PMH interface enhancements / bug fixes

  • OpenAIRE v3 compliance (operators over filters)
  • OAI respects item READ rights
  • /oai displays the list of available contexts; contexts have descriptions

See DS-1649 by João Melo 

Enhanced Thumbnail Quality (disabled by default)

See DS-2105 by Terry Brady with the support of Georgetown University

Bug fixes / improvements to Biblio-Transformation-Engine (BTE)

Kindly contributed by the Greek National Documentation Centre/EKT

Enhancements to DOI Support (disabled by default)

  • Enhanced EZID IdentifierProvider Metadata Mapping via XSLT, see DS-2119 by Mohamed Mohideen Abdul Rasheed

 

Apache Solr libraries were upgraded for all interfaces (JSPUI, XMLUI, and OAI)

See DS-2253 by Roeland Dillen with the support of @mire

Add a place for third-party JARs / plugins to be "found" by DSpace (disabled by default)

  • DSpace will now look for JARs / plugins in the locations specified by "plugin.classpath" value specified in dspace.cfg.

See DS-2107 by Mark H. Wood with the support of  IUPUI University Library

All objects now have metadata support

  • All DSpace objects (Communities, Collections, Items, EPeople, Groups) now have metadata, and most now use the default "dc" (Dublin Core) metadata schema.
    • NOTE: The only exception is EPeople metadata, which is stored in a new "eperson" metadata schema.
  • The User Interfaces don't yet take advantage of this enhancement in DSpace 5.0. Instead, this is an internal restructuring of data within DSpace. In the future, this provides the potential to create more enhanced metadata (or even more configurable metadata) on all objects

See DS-1582 by Mark H. Wood with the support of  IUPUI University Library and Kevin Van de Velde with the support of @mire

Release TODO list

  • Check documentation for all new features, add links to them the list of new features above. Incomplete list of missing docs:
    • DS-1641 - Getting issue details... STATUS
    • DS-2168 - Getting issue details... STATUS
    • DS-2175 - Getting issue details... STATUS
    • DS-2183 - Getting issue details... STATUS
  • Current list of release blockers: 

    Key Summary T Created Updated Due Assignee Reporter P Status Resolution
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  • DS-2249 - Getting issue details... STATUS  Seems like we have 2 options:
    1. put Tomcat-specific code to JSPUI's web.xml
    2. just document this Tomcat 7-specific warning
      On DevMtg 2014-11-05 we decided to document for RC1 and decide before RC2
  • Update the list of contributors on the Release Notes in Documentation (see "TBA" in text)
  • Draft up announcement for mailing lists
  • Update DSpace.org

Automatic Solr upgrade

This has now been done in DS-2297 - Getting issue details... STATUS . This section is kept for archival purposes only.

 

Findings

Solr is distributed on Maven Central as a .war file, which includes the Lucene .jars. No Lucene version relevant to DSpace is available from Maven Central.

Solr is a wrapper for Lucene providing concurrency. Lucene can work with index files directly if we don't need concurrent access (i.e. before we start up Solr).

DSpace 1.6 was the first version to use Solr for statistics. In order to upgrade to DSpace 5, we need to upgrade the Solr index format in two steps. The second step is easy, upgrading from DSpace 3 (Solr 3.5) to DSpace 5 means just running the Solr 4.10.2 optimize command, which can be run even concurrently when the UIs are running. However, Solr 4.4 doesn't understand the legacy index formats used in Solr before 3.5. Therefore, in the first step, we need to use Solr 3.5 or Lucene 3.5 to upgrade from the older index versions to 3.5.

Suggested upgrade

We need to avoid the conflict of having both Solr 3.5 and 4.10.2 in the DSpace classpath. Therefore I suggest to run the first step before the Solr 4.10.2 webapp is started as part of DSpace 5.

To do that, we need to:

  1. Detect the oldest segment version using SegmentInfo.getVersion() of Lucene 4.10
    1. General logic is in this area of the CheckIndex script: https://github.com/apache/lucene-solr/blob/lucene_solr_4_10/lucene/core/src/java/org/apache/lucene/index/CheckIndex.java#L426
  2. If that oldest segment version is < 3.5 go to 3. Otherwise go to 5.
  3. get lucene-core-3.5.0.jar from Maven Central
  4. run the IndexUpgrader class of Lucene 3.5 (or  optimize())
  5. start up DSpace in order to start up Solr 4
  6. run the  IndexUpgrader  class of Lucene 4.10.2


The manual steps would be:

wget "http://search.maven.org/remotecontent?filepath=org/apache/lucene/lucene-core/3.5.0/lucene-core-3.5.0.jar" -O lucene-core-3.5.0.jar
# check index version, see table below:
java -cp lucene-core-3.5.0.jar org.apache.lucene.index.CheckIndex /dspace/solr/statistics/data/index/
java -cp lucene-core-3.5.0.jar org.apache.lucene.index.CheckIndex  /dspace/solr/search/data/index/
# upgrade index version:
java -cp lucene-core-3.5.0.jar org.apache.lucene.index.IndexUpgrader /dspace/solr/statistics/data/index/
java -cp lucene-core-3.5.0.jar org.apache.lucene.index.IndexUpgrader /dspace/solr/search/data/index/
# check index version again, should be "version=3.5 format=FORMAT_3_1 [Lucene 3.1+]"

 

DSpace/Solr/Lucene versions and compatibility

DSpaceSolrLuceneUsed Lucene index versionversion reported by CheckIndexSupported Lucene index versions
5.04.10.14.10.24.10

(before optimize)

versions=[4.4.0 .. 4.10.2] format= 

 
4.04.4.04.44.4version=4.4.0 format= 
3.03.5.03.5

LUCENE_35

version=3.5 format=FORMAT_3_1 [Lucene 3.1+]LUCENE_20, LUCENE_21, LUCENE_22, LUCENE_23, LUCENE_24, LUCENE_29, LUCENE_30, LUCENE_31, LUCENE_32, LUCENE_33, LUCENE_34, LUCENE_35
1.83.3.03.3???version=3.3 format=FORMAT_3_1 [Lucene 3.1+] 
1.71.4.12.9.3 (2.9.3 951790 - 2010-06-06 01:30:55)???version=FORMAT_DIAGNOSTICS
[Lucene 2.9]
 
1.61.3.02.4-dev (2.4-dev 691741 - 2008-09-03 15:25:16)???    

Luke

https://code.google.com/p/luke/wiki/Compatibility

Java version

Minimum version of JVM required to run Luke 1.0.1 and earlier is 1.5.

Minimum version of JVM required to run Luke 3.x and 4.x is 1.6.

Lucene Java indexes

Luke 1.0.1 should be able to open indexes built using the following versions of Lucene-Java:

  • 3.0.x
  • 2.x (any version)

Starting with version 4.x Luke cannot open indexes created with Lucene 3.0.0 or earlier.

Starting with version 3.1.0 Luke releases will use the same numbering as Lucene releases, to avoid confusion.

Changes

The following changes have already been made to the codebase and will be released in 5.0. Please note that the below listing is dynamically generated, so it will be changing as we continue to add new features, improvements and bug fixes to the 5.0 release.

New Features in 5.0

Key Summary T Created Updated Due Assignee Reporter P Status Resolution
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General Improvements in 5.0

Key Summary T Created Updated Due Assignee Reporter P Status Resolution
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Bug Fixes in 5.0

Key Summary T Created Updated Due Assignee Reporter P Status Resolution
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Organizational Details

Release Coordination

Instead of a single "Release Coordinator", the DSpace 5.0 release will be managed by a "Release Team".

Release Team Leader

  • Peter Dietz (Longsight)

Release Team Members

  • Peter Dietz (Longsight)
  • Hardy Pottinger (U of Missouri)
  • Ivan Masár
  • Mark H. Wood (Indiana University)
  • Robin Taylor (University of Edinburgh)
  • Pascal-Nicolas Becker (Technische Universität Berlin)
  • Andrea Schweer (Library Consortium of New Zealand)

All Release Team membership information is as of November 4, 2014. Please volunteer (by emailing Tim Donohue), if you are interested in joining the team!

Timeline and Processing

Your contributions are welcome now! Code and documentation need not be finished, so long as it is working and we can all see what it is for. Time is set aside for fixing, polishing, and integration. We have some general Code Contribution Guidelines available, but you are also welcome to ask questions on the dspace-devel mailing list.

DateMilestoneWhat it means
October 06Deadline for feature pull requestsIf you wish to contribute features to DSpace 5.0, you must submit a pull request by this date.
October 08Weekly developers' meeting devoted to review of feature pull requests for 5.0The entire hour's meeting will be used to discuss proposed features submitted by the deadline.
October 15Weekly developers' meeting devoted to review of feature pull requests for 5.0The entire hour's meeting will be used to discuss proposed features submitted by the deadline.
October 31Feature freezeDSpace 5.0 is considered feature-complete on this date.  Only bugfixes will be pulled between this date and final release.
November 6Release Candidate 1 taggedA DSpace 5.0 Release Candidate will be available for wider testing.
November 10Release Candidate 2 tagged5.0-rc2 was released to address missing optional artifacts from 5.0-rc1 (Mirage2 and LNI)
November 10-21TestathonIntensive public testing of the 5.0 Release Candidate is invited.  The Release Team will focus on getting problems resolved.
December 19Release Candidate 3 taggedAn updated DSpace 5.0 Release Candidate will be available for wider testing.
January 15DSpace 5.0 is publicly releasedDSpace 5.0 is released for download and general use.

 

Release Process needs to proceed according to the following Maven release process: Release Procedure

 

 

 

 



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