Page History

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Meet DSpace - watch a 5 minute overview video
Splash Around - visit the DSpace demo site to play with the current release
DSpace FAQ's - see answers to common quetions
Terminology - translation for common terms

Table of Contents:

Section 1: Introduction to DSpace

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What is DSpace

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What is DSpace
What can DSpace be used for
What are the benefits of using DSpace
How does DSpace work

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License and Development

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How is the DSpace software licensed and what does this allow you to do
What is the open source development model used by DSpace

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How to Get Help

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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

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Getting Started with DSpace

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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

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Overview of DSpace Interface Options (XMLUI, JSPUI, OAI, SWORD, LNI)

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What to choose and how to make a decision

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High-Level Architecture Overview of DSpace Directories and Storage

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What is the DSpace application architecture
What is the DSpace server architecture
What and when should my content be backed up within DSpace

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DSpace Configuration

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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)

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SP -Feature Overview (NOT SURE WHAT THIS IS? SHOULD THIS BE AT THE BEGINNING OF THIS SECTION OR SOMEWHERE ELSE?)

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SP -Intro to Upgrading DSpace

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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

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SP -Overview of Communities & Collections - Create your first Community, Create your first Collection

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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

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SP -Items in DSpace

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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?)

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SP -An Introduction to Metadata in DSpace

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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)

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SP -Adding Users / Groups

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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

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SP -DSpace Access Controls / Rights

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SP -Submit your first Item

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SP -Browsing & Searching DSpace

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SP -Editing your DSpace Profile, email notifications, etc.

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NP - Section 4: DSpace Administration

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SP -User management and authentication options HERE OR ABOVE UNDER DSPACE ADDING USERS/GROUPS OR ACCESS CONTROLS/RIGHTS

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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

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SP -Managing Content:

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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

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SP -Metadata Input Customisation

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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

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SP -Enabling RSS Feeds

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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

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SP -Improving your Indexing by Google / Google Scholar / Other Search Engines

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SP -Enabling Optional Features:

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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

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

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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.

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

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SP -Managing DSpace Access Statistics

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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

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SP -Changing Header/Footer

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NP - Section 5: Customization

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SP -Look and Feel Customization

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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

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SP -Metadata Input Customization

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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

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SP -Language Customization

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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

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SP -Basic Intro to XMLUI Themes

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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)

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SP -Adding "Discovery" (faceted browsing/searching)

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SP -Enabling Embargoing of content in Submission process

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SP -Enabling Creative Commons Licensing options in Submission process

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SP -Enabling OAI-PMH / SWORD / LNI (may need separate webinars)

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SWORD Basics

Understand what SWORD is

Know what SWORD could be used for

Know how SWORD works with DSpace

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NP -Section 6: Advanced Features

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SP -Advanced Administration Tasks

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SP -Exporting/Importing bulk content (ADD SLIDES / RECORDING FROM SPARC 2009)

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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

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SP -Backing up your DSpace instance

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SP -Scaling your DSpace instance / hints on improving performance

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SP -Migrating / Moving from one server to another

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SP -Moving / Copying one Community/Collection to another DSpace (via AIPs)

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SP -Curation Tasks

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SP -Configuring Media Filters (for file indexing and thumbnails)

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SP -Hooking DSpace up to your local Institution Authentication (LDAP, Shibboleth, etc)

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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

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SP -Using the Checksum Checker (why/how)

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SP -Harvesting Content from an external source via OAI-PMH or OAI-ORE

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SP -Using DSpace with DuraCloud?

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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