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KnowledgeBase is a framework designed to help anyone, regardless of their technical background, become immediately productive with DuraSpace technologies. The focus of the initial content will be how to set up and run a repository using either DSpace or Fedora. KnowledgeBase is not a duplication or replacement for the official software documentation, but rather it is intended to be a supplemental resource, including dynamic content delivered through a variety of vehicles (text guide, screencasts, webinar recordings, etc.).

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The KnowledgeBase is a collaboration of DuraSpace, the not-for-profit organization supporting DSpace and Fedora, service providers, developers and user communities. All of KnowledgeBase is currently under development. While it may start to be useful to you, it may contain incomplete and/or erroneous information. You can help by reviewing and posting your comments and corrections or by emailing Valorie Hollister at vhollister@duraspace.org.

Do you know the basics about DSpace?  Then dive right into KnowledgeBase to get started.
Not quite ready for the plunge?  Get your feet wet by learning a bit more about DSpace. 

 

Table of Contents:

Section 1:  Introduction to DSpace
What is DSpace
  • What is DSpace
  • What can DSpace be used for
  • What are the benefits of using DSpace
  • How does DSpace work
License and Development
  • How is the DSpace software licensed and what does this allow you to do
  • What is the open source development model used by DSpace
How to Get Help
  • What help is available from the DSpace community
  • What help is available as part of the DSpace software
  • How to deal with Internal Server Errors produced by the DSpace system
  • What help is available from service providers  
Section 2:  Installation & Set-Up
Getting Started with DSpace 
  • What is the role of the repository administrator and the technical staff in configuring, managing and maintaining the repository
  • How to install DSpace for the First Time
  • Tips for installation
Overview of DSpace Interface Options (XMLUI, JSPUI, OAI, SWORD, LNI)
  • What to choose and how to make a decision
High-Level Architecture Overview of DSpace Directories and Storage
  • What is the DSpace application architecture
  • What is the DSpace server architecture
  • What and when should my content be backed up within DSpace
DSpace Configuration
  • How to configure the submission interface via input-forms.xml
  • How to configure Emails/Notifications & Subscriptions
  • How to enable and configure RSS feeds
  • How to configure nightly scripts (filter media/index-all)
SP -Feature Overview (NOT SURE WHAT THIS IS? SHOULD THIS BE AT THE BEGINNING OF THIS SECTION OR SOMEWHERE ELSE?)
SP -Intro to Upgrading DSpace

Upgrading from X.X. to X.Y

Understand how DSpace uses version numbers.

Understand the upgrade path.

Know how to upgrade a DSpace installation from version X.X. to X.Y

 

NP - Section 3:            User Interface Basics
SP -Overview of Communities & Collections - Create your first Community, Create your first Collection

Repository Structure

Understand what a community is

Understand what a collection is

Have seen some example structures that are used in typical DSpace repositories

Know how to create communities

Know how to create collections

SP -Items in DSpace

Understand what an item in DSpace is, and what it is made up of

Know about bundles and bitstreams

Know how the standard submission interface works

Have submitted an item into a DSpace repository

(INSTERT ITEM SUBMISSION WORKFLOWS?)

SP -An Introduction to Metadata in DSpace

Understand the purpose of metadata

Know how DSpace encodes and stores metadata

Know how the metadata registry works, and how to edit a metadata schema

Have added a new term to an existing metadata schema

(LINK TO CUSTOMIZING METADATA SECTION BELOW)

SP -Adding Users / Groups

An Introduction to Users and Groups

Understand why user accounts are required, and how to create a user account.

Understand what groups are and how they are created.

Know how to make a user account a DSpace administrator

Have created an initial administrative user

User management and authentication options HERE OR BELOW UNDER DSPACE ACCESS CONTROLS/RIGHTS OR SECTION 4 DSPACE ADMIN

Understand the concepts of authentication and authorization

Fully understand user and group management in DSpace

Have added and removed users from groups

Have a high level understanding of some advance authentication options

SP -DSpace Access Controls / Rights
SP -Submit your first Item
SP -Browsing & Searching DSpace
SP -Editing your DSpace Profile, email notifications, etc.

 

NP - Section 4:            DSpace Administration
SP -User management and authentication options HERE OR ABOVE UNDER DSPACE ADDING USERS/GROUPS OR ACCESS CONTROLS/RIGHTS

Understand the concepts of authentication and authorization

Fully understand user and group management in DSpace

Have added and removed users from groups

Have a high level understanding of some advance authentication options

SP -Managing Content:

Administration options for Communities / Collections / Items (may need to be several webinars)

Changing Rights/Permissions on a Community / Collection / Item

Withdrawing / Deleting / Editing Items

"Mapping" / Linking Items to multiple Collections/Communities

Editing or Deleting Communities or Collections

Batch Metadata Editing

Metadata Authority Control

Adding a Custom Metadata Schema or Custom Metadata Fields

SP -Metadata Input Customisation

Understand which part of the submission process can be customised

Understand about input-forms.xml specifically:

Field Definitions

Field Types

Have modified the DSpace submission process

SP -Enabling RSS Feeds

RSS Feeds, Alerts and News

Know how the RSS feeds work in DSpace

Be able to set up and understand email alerts

Know how to edit the news on the front page

Have edited the news on the front page

SP -Improving your Indexing by Google / Google Scholar / Other Search Engines
SP -Enabling Optional Features:

Intro to Handle Server?

Identifiers

Understand what persistent identifiers are, how they work and the benefits to using them in a DSpace repository environment

Understand what a handle is – the persistent identifier currently used in DSpace

Have an overview of how to apply for a handle

Have seen a handle in use

Understand how to set up the handle server

SP -Basics of customizing your Item Submission Process (change metadata fields, steps, etc)

Item Submission Workflows

Understand the purpose of workflows

Be able to describe the three different workflows available in DSpace and when each might be used

Be able to create, modify or remove a workflow step from a collection

Have created a workflow, submitted an item into the collection with the workflow, and completed the

 workflow.

SP -Change "Browse By" options (add a new Metadata field to browse by)
SP -Managing DSpace Access Statistics

DSpace Statistics and Google Analytics

Know what statistics DSpace can provide

Know how the statistics are collected

How to make the statistics publicly available

Understand what Google Analytics is and some of the statistics it can provide

SP -Changing Header/Footer

 

NP - Section 5:            Customization
SP -Look and Feel Customization

Understand the different user interfaces to the DSpace software

Understand the different levels of customisation that can be done to the DSpace interface

Have customised the JSPUI interface of DSpace

SP -Metadata Input Customization

Understand which part of the submission process can be customised

Understand about input-forms.xml specifically:

Field Definitions

Field Types

Have modified the DSpace submission process

SP -Language Customization

Understand what Localization (l10n) & Internationalization (i18n) are

Understand how i18n & l10n fits in with DSpace

Understand what can be customised in DSpace

Messages File

Emails

News

SP -Basic Intro to XMLUI Themes

Making DSpace XMLUI Your Own (2009 presentation by Tim) 

Learning to Use Manakin (2007 presentation by Scott Phillips)

Various XMLUI How-Tos at: XMLUI How To Guides. Ones most appropriate for an "intro to XMLUI" include: 

Introduction Manakin (XMLUI)

Manakin theme tutorial 

Create a new theme (Manakin) 

Install a theme (Manakin) 

Manakin Themes and Recipes 

Create a new aspect (Manakin) 

Install an Aspect (Manakin)

SP -Adding "Discovery" (faceted browsing/searching)
SP -Enabling Embargoing of content in Submission process
SP -Enabling Creative Commons Licensing options in Submission process
SP -Enabling OAI-PMH / SWORD / LNI (may need separate webinars)

SWORD Basics

Understand what SWORD is

Know what SWORD could be used for

Know how SWORD works with DSpace

 

NP -Section 6: Advanced Features
SP -Advanced Administration Tasks
SP -Exporting/Importing bulk content (ADD SLIDES / RECORDING FROM SPARC 2009)

Import and Export

Know how the batch import and export facility works in DSpace

Be able to create a DSpace import package

Be able to export an item from DSpace

SP -Backing up your DSpace instance
SP -Scaling your DSpace instance / hints on improving performance
SP -Migrating / Moving from one server to another
SP -Moving / Copying one Community/Collection to another DSpace (via AIPs)
SP -Curation Tasks
SP -Configuring Media Filters (for file indexing and thumbnails)
SP -Hooking DSpace up to your local Institution Authentication (LDAP, Shibboleth, etc)

Configuring LDAP

Understand how DSpace uses LDAP for authentication

Be able to configure a DSpace instance to authenticate against an LDAP server

Know which tools to use and how to use them in order to test LDAP connection issues

SP -Using the Checksum Checker (why/how)
SP -Harvesting Content from an external source via OAI-PMH or OAI-ORE
SP -Using DSpace with DuraCloud?

 

 

 

WORKFLOW

 

Internal

Who's involved?

-DuraSpace staff activity monitor/s who will find volunteers and 'lightly' monitor community volunteers/contributors

-DuraSpace staff to provide post-production assistance and other technical questions

What are the activities?

-activity monitor will recruit, train and encourage community contributions

-monitor's role is to recruit contributions and to ensure that community editors are reviewing contributions regularly

                - activity monitor receives emails when anyone adds/changes content in KB

- activity monitor checks in periodically (1x per month?) with the community editors about new content review, list of content that needs to be updatedàbrainstorm on who might be able to contribute

                - most review/editing will be done by volunteers from the community

               

-video post-production person will provide guidance to contributors and add opening/closing screens for video

External

Who's involved?

- volunteer moderators/editors (committers, service providers, subject matter experts, etc.)

- volunteer contributors

What are the activities?

-content contributions

                -volunteers (either solicited or unsolicited) contribute

-content review

-soliciting content contributions/content updates




 

Full Table of Contents Outline:

  • What is DSpace
    • why use DSpace? - not mktg piece, help audience understand what DSpace does 
    • what DSpace does really well and not so well
    • why would you chose DSpace vs. Fedora (same content as in Fedora version)
  • Get Started with DSpace (Installation/Setup):
    • Installing DSpace for the First Time - What you need to plan for, how to do it.
    • Overview of DSpace Interface Options (XMLUI, JSPUI, OAI, SWORD, LNI) - What to choose and how to make a decision 
    • Overview of DSpace directories & where data is stored in DSpace (high-level architecture overview).
    • Basic Configuration options – intro to the 'config' directory
    • Feature Overview
    • Intro to Upgrading DSpace
  • Hello, DSpace! (UI Basics):
    • Overview of Communities & Collections - Create your first Community, Create your first Collection
    • Adding Users / Groups
    • DSpace Access Controls / Rights
    • Submit your first Item
    • Browsing & Searching DSpace
    • Editing your DSpace Profile, email notifications, etc.
  • Managing DSpace (DSpace Administration):
    • Managing Content:
      • Administration options for Communities / Collections / Items (may need to be several webinars)
      • Changing Rights/Permissions on a Community / Collection / Item
      • Withdrawing / Deleting / Editing Items
      • "Mapping" / Linking Items to multiple Collections/Communities
      • Editing or Deleting Communities or Collections
      • Batch Metadata Editing
      • Metadata Authority Control
      • Adding a Custom Metadata Schema or Custom Metadata Fields
      • Enabling RSS Feeds
      • Improving your Indexing by Google / Google Scholar / Other Search Engines
  • Enabling Optional Features:
      • Intro to Handle Server?
      • Basics of customizing your Item Submission Process (change metadata fields, steps, etc)
      • Change "Browse By" options (add a new Metadata field to browse by)
      • Managing DSpace Access Statistics
      • Changing Header/Footer
  • How do I look? (Changing the UI):

From The DSpace Course (RSP/Stuart Lewis)

The DSpace Course - Stuart Lewis and Chris Yates - August 2008
An Introduction to DSpace
How to Get Help
Repository Structure
Items in DSpace
An Introduction to Users and Groups
An Introduction to Metadata in DSpace
Technical Basic
Identifiers
DSpace Configuration
User management and authentication options
Metadata Input Customisation
Look and Feel Customisation
Language Customisation
Item Submission Workflows
Import and Export
RSS Feeds, Alerts and News
DSpace Statistics and Google Analytics
Configuring LDAP
Upgrading from 1.4. to 1.5
SWORD Basics
Course templates

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