Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Configuration moved from dspace.cfg into config/modules/discovery.cfg and config/spring/discovery/spring-dspace-addon-discovery-configuration-services.xml
  • Individual communities and collections can have their own Discovery configuration.

...

Enabling Discovery

As with any upgrade procedure, it is highly recommend that you backup your existing data thoroughly. Although upgrades in versions of Solr/Lucene do tend to be forwards compatible for the data stored in the Lucene index, it is always a best practice to backup your dspace.dir/solr/statistics cores to assure no data is lost.

  1. Enable the Discovery Aspects in the XMLUI by changing the following settings in config/xmlui.xconf
    1. Comment out: SearchArtifacts
    2. Uncomment: Discovery
      Code Block
      XML
      XML
      <xmlui>
          <aspects>
              <aspect name="Artifact Browser" path="resource://aspects/ArtifactBrowser/" />
              <aspect name="Browsing Artifacts" path="resource://aspects/BrowseArtifacts/" />
              <!--<aspect name="Searching Artifacts" path="resource://aspects/SearchArtifacts/" />-->
              <aspect name="Administration" path="resource://aspects/Administrative/" />
              <aspect name="E-Person" path="resource://aspects/EPerson/" />
              <aspect name="Submission and Workflow" path="resource://aspects/Submission/" />
      	<aspect name="Statistics" path="resource://aspects/Statistics/" />
      
              <!--
                  To enable Discovery, uncomment this Aspect that will enable it
                  within your existing XMLUI
                  Also make sure to comment the SearchArtifacts aspect
                  as leaving it on together with discovery will cause UI overlap issues-->
              <aspect name="Discovery" path="resource://aspects/Discovery/" />
      
      
              <!--
                  This aspect tests the various possible DRI features,
                  it helps a theme developer create themes
              -->
              <!-- <aspect name="XML Tests" path="resource://aspects/XMLTest/"/> -->
          </aspects>
      
  2. Enable the Discovery Indexing Consumer that will update Discovery Indexes on changes to content in XMLUI, JSPUI, SWORD, and LNI in config/dspace.cfg
    1. Add discovery to the list of event.dispatcher.default.consumers
    2. Change recent.submissions.count to zero
      Code Block
      #### Event System Configuration ####
      
      # default synchronous dispatcher (same behavior as traditional DSpace)
      event.dispatcher.default.class = org.dspace.event.BasicDispatcher
      #event.dispatcher.default.consumers = search, browse, eperson, harvester
      event.dispatcher.default.consumers = search, browse, discovery, eperson, harvester
      
      #Put the recent submissions count to 0 so that discovery can use it's recent submissions,
      # not doing this when discovery is enabled will cause UI overlap issues
      #How many recent submissions should be displayed at any one time
      #recent.submissions.count = 5
      recent.submissions.count = 0
      
  3. Check that the port is correct for solr.search.server in config/modules/discovery.cfg
    1. If all of your traffic runs over port 80, then you need to remove the port from the URL
      Code Block
      ##### Search Indexing #####
      solr.search.server = http://localhost/solr/search
      
  4. From the command line, navigate to the dspace directory and run the command below to index the content of your DSpace instance into Discovery.
    Code Block
    ./bin/dspace update-discovery-index
    
    Panel

    NOTE: This step may take some time if you have a large number of items in your repository.

...

Configuring Discovery

...

The configuration for discovery is located in 2 separate files.

  • General settings: The discovery.cfg file located in the dspace.dir/config/modules directory.
  • User Interface Configuration: The spring-dspace-addon-discovery-configuration-services.xml file is located in dspace.dir/config/spring directory.

Configuring general Discovery settings (config/modules/discovery.cfg)

The discovery.cfg file is located in the dspace.dir/config/modules directory and contains following properties:

Property:

Discovery can be configured at multiple levels of the application. Outlined below will be where in Discovery changes can be made that will alter the presentation. The primary place that the user experience is altered in XMLUi is through the dspace-solr-search.cfg file

Configuring Facets that are Exposed for Search Results

Property:

solr. search.server

Example Value:

search.server=

http://localhost:8080/solr/searchImage Added

Informational Note:

Discovery relies on a SOLR index for storage and retrieval of its information. This parameter determines the location of the SOLR index.

Property:

solr search.default.facetssort.search order

Example Value:

solr.facets. search=dc.contributordefault.author,dc.subject,dc.date.issued_dt sort.order=DESC

Informational Note:

The Discovery search facets, offered in the navigation bar, can be customized for each specific page in DSpace. When no specification is given for a page, this default configuration is used. Every SOLR facet field which ends with _dt will be handled as a date. Handeling as date implies that (field.name).year will be used for faceting default sort order for relevance when searching in discovery. This parameter can either be descending (DESC) or ascending (ASC).

Property:

index.ignore

Property:

solr.facets.site

Example Value:

solr index.facets.siteignore=dc.contributordescription.authorprovenance,dc.subject,dc.date.issued_dt language

Informational Note:

Defines the facet fields, offered on the DSpace homepage

Property:

solr.facets.community

Example Value:

solr.facets.community=dc.contributor.author,dc.subject,dc.date.issued_dt

Informational Note:

Defines the facet fields, offered on community homepages

Property:

solr.facets.collection

Example Value:

solr.facets.collection=dc.contributor.author,dc.subject,dc.date.issued_dt

Informational Note:

Defines the facet fields, offered on collection homepages

Property:

solr.facets.item

Example Value:

solr.facets.item=dc.contributor.author,dc.subject,dc.date.issued_dt

Informational Note:

Defines the facet fields, offered on item pages

Property:

solr.default.filterQuery

Example Value:

solr.default.filterQuery=location:l2

Informational Note:

Aside from filters that are applied when users are searching, filters can also be applied by default. This property allos to define default filters that are used for every search in Discovery. The syntax is metadatafieldname:value. location is a special example, used to restrict a search to certain communities and collections. l stands for collection, while m is used to restrict the search to a community. The numbers, written after l or m is the internal database ID of the collection or community

Property:

solr.site.default.filterQuery

Example Value:

solr.site.default.filterQuery=dc.contributor.author:Kevin*

Informational Note:

This parameter applies additional filters on the Recently Added list, shown on the DSpace homepage. As these filters are strict matches, the star in the example is used to filter on all dc.contributor.author values that start with Kevin

Property:

solr.community.default.filterQuery

Example Value:

solr.community.default.filterQuery=dc.contributor.author:Kevin*

Informational Note:

This parameter applies additional filters on the Recently Added list, shown on Community Homepages. As these filters are strict matches, the star in the example is used to filter on all dc.contributor.author values that start with Kevin

Property:

solr.collection.default.filterQuery

Example Value:

solr.collection.default.filterQuery=dc.contributor.author:Kevin*

Informational Note:

This parameter applies additional filters on the Recently Added list, shown on Collection Homepages. As these filters are strict matches, the star in the example is used to filter on all dc.contributor.author values that start with Kevin

Property:

solr.search.default.filterQuery

Example Value:

solr.search.default.filterQuery=dc.embargo:lifted

Informational Note:

This parameter applies additional filters on all Discovery searches. In this example, only items who have the value lifted in the embargo field, are being shown as search results.

Property:

solr.search.filters

Example Value:

dc.title, dc.contributor.author, dc.subject, dc.date.issued.year

Informational Note:

Defines which fields are shown in the (advanced) search form.

Property:

solr.search.sort

Example Value:

solr.search.sort=dc.title, dc.date.issued_dt

Informational Note:

Defines which indexed fields can be sorted on in the search results. With this parameter it's possible to make any field available for sorting.

Property:

solr.index.type.date

Example Value:

solr.index.type.date=dc.date,dc.date.*

Informational Note:

Defines whichs fields are indexed as dates. Please be aware that for each date field an _dt will be suffixed so that dc.date.issued will become dc.date.issued_dt. For each date indexed the year will also be stored separately in a (field.name).year so it can be used for date faceting

Property:

solr.recent-submissions.size

Example Value:

solr.recent-submissions.size=5

Informational Note:

Defines the number of items that are shown in the Recently Added lists.

Property:

recent.submissions.sort-option

Example Value:

recent.submissions.sort-option=dc.date.accessioned_dt

Informational Note:

The indexed metadata field on which Discovery sorts to determine which items were recently submitted

Property:

search.facet.max

Example Value:

search.facet.max=10

Informational Note:

Use the property below to limit the number of facet filters in the side of the search page By default, Discovery will include all of the DSpace metadata in its search index. In cases where specific metadata is confidential, repository managers can include those fields by adding them to this comma separated list.

Advanced Configuration in Solr

...