Page History

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• 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

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• 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

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Metadata Input Customization* Batch Metadata Editing

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• Metadata Authority Control
• Adding a Custom Metadata Schema or Custom Metadata Fields

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Metadata Input Customization

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• Understand which part of the submission process can be

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• customized
• Understand

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• field types and definitions
• Modify

Field Definitions

Field Types

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• the DSpace submission process

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• Enabling RSS Feeds

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• 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

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• Edit the news on the front page

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

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• 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

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Identifiers

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• 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

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• 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

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• Create a workflow,

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• submit an item into the collection with the workflow, and

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 workflow.

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• complete the workflow

Change "Browse By"

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Options

• Add a new Metadata field to browse by

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• :

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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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Changing Header/Footer

 

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Section 5:

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  Customization

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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

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• customized the JSPUI interface

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SP -Metadata Input Customization

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• of

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Understand about input-forms.xml specifically:

Field Definitions

Field Types

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• DSpace

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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

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• customized in DSpace

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Messages File

Emails

News

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• (message file, emails, news)

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Basic Intro to XMLUI Themes

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• MOVE ALL THESE ON PAGE!

Making DSpace XMLUI Your Own (2009 presentation by Tim) 

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Install an Aspect (Manakin)

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Adding "Discovery" (faceted browsing/searching)

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Enabling Embargoing of content in Submission process

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Enabling Creative Commons Licensing options in Submission process

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Enabling OAI-PMH / SWORD / LNI

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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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Section 6: Advanced Features

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Advanced Administration Tasks

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Exporting/Importing

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Bulk Content

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• 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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Backing

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Up your DSpace

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Instance

Scaling your DSpace

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Instance

• Hints on improving performance

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Migrating

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and Moving Servers

Moving / Copying one Community/Collection to

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Another DSpace (via AIPs)

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Curation Tasks

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Configuring Media Filters (for file indexing and thumbnails)

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Hooking DSpace up to your

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Local Institution Authentication (LDAP, Shibboleth, etc)

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• 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

               


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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

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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.
    • various Install Tips wiki pages:
      • Hints/Tips Installation page which provides examples of installing DSpace on various OSes 
      • Official Installation Docs
  • 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):
• • 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)
  • 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 (may need separate webinars)
Advanced Administration Tasks
• Exporting/Importing bulk content
• Backing up your DSpace instance
• Scaling your DSpace instance / hints on improving performance
• Migrating / Moving from one server to another
• 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)

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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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