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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)
Upgrading DSpace 
  • How does DSpace use version numbers
  • What is the upgrade path 
  • How to upgrade a DSpace installation from version X.X. to X.Y.

Section 3:  User Interface Basics

Understanding  and Creating Communities & Collections

  • What is a repository structure
  • What is a community
  • What is a collection 
  • View example structures that are used in typical DSpace repositories
  • Create a community 
  • Create a collection 
Items in DSpace
  • What is and what makes up a DSpace item
  • What is a bundle and bitstream 
  • How does the standard submission interface work
  • What is the item submission workflow
  • Submit an item into a DSpace repository
An Introduction to Metadata in DSpace
  • What is the purpose of metadata
  • How does DSpace encode and store metadata
  • How does the metadata registry work
  • How do you edit a metadata schema
  • Add a new term to an existing metadata schema
Adding Users and Groups
  • Why are user accounts required and how to create an account
  • What is a group and how is it created
  • How to make a user account a DSpace Administrator
  • Create an initial administrative user
DSpace Access Controls and Rights
Browsing & Searching DSpace
Editing your DSpace Profile

Section 4:  DSpace Administration

User Management and Authentication Options
  • Understand the concepts of authentication and authorization
  • Understand user and group management in DSpace
  • Add and remove users from groups
  • Have a high level understanding of some advance authentication options
Managing Content:
  • Administration options for communities, collections and items
  • Changing rights/permissions on a community, collection and item
  • Withdrawing, deleting and editing items
  • "Mapping" / Linking Items to multiple Collections/Communities
  • Editing or Deleting Communities or Collections
Metadata Input Customization* Batch Metadata Editing
  • Metadata Authority Control
  • Adding a Custom Metadata Schema or Custom Metadata Fields
  • Understand which part of the submission process can be customized
  • Understand field types and definitions
  • Modify the DSpace submission process
Enabling RSS Feeds
  • 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
  • Edit the news on the front page
Improving your Indexing by Google / Google Scholar / Other Search Engines
  • 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
Enabling Optional Features
  • 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
Basics of customizing your Item Submission Process
  • 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
  • Create a workflow, submit an item into the collection with the workflow, and complete the workflow
Change "Browse By" Options
  • Add a new Metadata field to browse by:
Changing Header/Footer

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 customized the JSPUI interface of DSpace
Language Customization
  • Understand what Localization (l10n) & Internationalization (i18n) are
  • Understand how i18n & l10n fits in with DSpace
  • Understand what can be customized in DSpace (message file, emails, news)
Basic Intro to XMLUI Themes
  • MOVE ALL THESE ON PAGE!

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)

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

Section 6: Advanced Features

Advanced Administration Tasks
Exporting/Importing Bulk Content
  • 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
Backing Up your DSpace Instance
Scaling your DSpace Instance
  • Hints on improving performance
Migrating and Moving Servers
Moving / Copying one Community/Collection to Another DSpace (via AIPs)
Curation Tasks
Configuring Media Filters (for file indexing and thumbnails)
Hooking DSpace up to your Local Institution Authentication (LDAP, Shibboleth, etc)
  • 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
Using the Checksum Checker (why/how)
 
Harvesting Content from an external source via OAI-PMH or OAI-ORE
 
Using DSpace with DuraCloud?
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All content on the LYRASIS Wiki is licensed under the CC BY (Attribution) license, unless otherwise noted.