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DSpace 9.0 is a major release of the DSpace platform.  It provides new features and improvements, along with bug fixes.  You should be aware that all major releases may provide some "breaking changes" (major changes that may impact your local customizations).

Security Fixes

• (None, as of yet. If any are added, they will go here.  Otherwise this section will be removed prior to the final 9.0 release.). However, this DSpace release includes many dependency updates, some of which patch vulnerabilities reported by those dependencies.

New User Features

• OpenAlex integration. DSpace OpenAlex integration. DSpace now supports importing content (on MyDSpace) from OpenAlex.org.  The Publication Claim feature also now supports importing a Publications related to a Researcher Profiles, provided that the profile has an OpenAlex ID.  Additional screenshots & examples at https://github.com/DSpace/DSpace/pull/10433 #10433 (Donated by 4Science)
• Support for tracking usage statistics via Matomo (a Google Analytics alternative). DSpace can now integrate with Matomo Analytics, in order to track usage statistics, search statistics and downloads. This requires an existing Matomo account or instance.  See screenshots at #10435 (Donated by 4Science)
• ORCID Login flow is improved. Users logging in via ORCID can now merge their ORCID login with an existing DSpace login.  Users can also login via ORCID without sharing their email from their ORCID account to DSpace.  See #9849 for more details (Donated by 4Science)
• Support for SAML authentication. DSpace now includes a SAML Authentication Plugin, which can be configured to allow your DSpace site to use an external SAML IdP. See also #9470 and #9438 for more details (Donated by DSpaceDirect)
• Request a Copy now supports sending a secure download link for larger files.  Files under a (configurable) size threshold are still attached in requests.  But, larger files now send a secure (auto-expiring) link to allow the requester to download the file.  See also https://github.com/DSpace/dspace-angular/pull/3984 #3984 (Donated by The Library Code)
• ALTCHA captcha protection is now supported.  At ALTCHA captcha protection is now supported.  At this time, ALTCHA is only used by the (updated) Request a Copy feature.  It may be extended to other features in the future.  See CAPTCHA Verification. (Donated by The Library Code)
• Embargo release dates for embargoed files are now displayed on Item page. The user interface includes a new "showAccessStatuses" configuration for bitstreams on the Item page.  When enabled, any embargoed files will show a "badge" next to the file name on the Item page. This badge will display the date the embargo ends. Screenshots can be found in the comments of #3882 (Donated by nibou230)
• PDF Citation Cover Page has been enhanced to use a Thymeleaf HTML template.  This provides more control over the look and feel of these cover pages: https://github.com/DSpace/DSpace/pull/9844 #9844 (Donated by The Library Code)
• Support for Geospatial maps, including browsing and searching. If any Items/Entities include geospatial data in the "dcterms.spatial" metadata field (or similar), then new "geospatialMapViewer" settings now provide ways to interact with this data via maps. This includes options to display a map of the location on the Item page, view search results on a map, or browse geospatial data via a map. See https://github.com/DSpace/dspace-angular/pull/3540 #3540 (Donated by The Library Code)
• The default tab on Community/Collection pages is now configurable. By default it will still be the "Search" tab, but it can be modified using the new "defaultBrowseTab" setting under the "community" or "collection" configurations in your config.*.yml. See also #3164 (Donated by Abel Gomez)
• The "Edit Item → Metadata" tab now supports a dropdown for "dspace.entity.type" field. In previous versions, this field was free-text, but now only valid Entity types can be selected.  Metadata field code was also refactored on this page. See https://github.com/DSpace/dspace-angular/pull/3722#3722 (Donated by Atmire)
• Creative Commons license display now uses the backend configuration. The existing "cc.license.name" and "cc.license.url" configurations on the backend are now used by the frontend to determine which metadata field(s) to use for display of the CC license on the Item page. See https://github.com/DSpace/dspace-angular/pull/3165 #3165 (Donated by Abel Gomez)
• Accessibility Settings are customizable by users. Basic accessibility settings like Notification (popup) timeouts and ARIA Live Region timeouts can now be customized by each user of your site via the "Accessibility Settings" link in the footer.  This allows users more control over how long confirmation and error messages are displayed. (Donated by Atmire)
• CSV Export from Admin Report.  The Administrator Reports (Beta feature) now supports CSV export.  After running a report, next to the results is export button that allows you to export those results to a CSV.  See  #4071 (Donated by Université Laval)
• Bitstream Storage (assetstore) now supports Apache JClouds, supporting many cloud providers. See Configuring JCloudstore for Asset Storage documentation and https://github.com/DSpace/DSpace/pull/9915#9915 (Donated by Atmire)

Breaking Changes

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• Migration from Yarn to NPM. The DSpace User Interface MUST now be built using "npm" commands instead of "yarn".  In most situations the command is the same with "npm" replacing "yarn". All DSpace documentation, including the Upgrading DSpace and Installing DSpace guides now provide the appropriate "npm" commands. Yarn can be uninstalled completely as it is no longer necessary. #3173 (Donated by Alan Orth)
• Frontend configuration "ssr > paths" has been replaced by "ssr > excludePathPatterns".  In DSpace 7.6.3 and 8.1, it was possible to only enable SSR (server-side rendering) for specific User Interface paths (configured by the "ssr > paths" configuration in your "config.*.yml" file.  This setting has been replaced by the inverse configuration, which allows you to exclude specific paths from SSR.  See "excludePathPatterns" in the "ssr" section of the User Interface Configuration and https://github.com/DSpace/dspace-angular/pull/4227 #4227 (Donated by 4Science)
• HTML Templates now require "Control Flow" syntax. The user interface now uses Angular Control Flow syntax in all HTML Templates ("*.component.html" files).  This means that all usages of "ngIf" and "ngFor" are now replaced with their equivalent "control flow" syntax (e.g. "@if" and "@for").  This may impact your site during your upgrade if you've customized the HTML of DSpace (either in the source code directly or in custom themes). During your upgrade you will need to migrate your custom HTML files to use "control flow" syntax. You may be able to perform this migration via automated migration tools provided by Angular.  See #3997 (Donated by 4Science) 
• Bootstrap 5 is now used by all themes.  As Bootstrap 4 is now end-of-life, all DSpace themes (including default) have been updated to use Bootstrap 5.  If you have done custom theming, you may need to migrate your themes to Bootstrap 5.  For example changes made to DSpace themes see #3506  IDonated by Atmire)
• Apache Solr 9.x is now required on the backend. As Apache Solr version 8.x is now end-of-life, the DSpace backend now requires using Solr 9.x. See the Upgrading DSpace guide or Installing DSpace guide for more about Solr 9 requirements. #10627
• PDF Citation Cover Page has been updated to use a Thymeleaf HTML Template. If you have this feature enabled in your DSpace, you may wish to modify the default HTML template.  This template will give you more control over the look of your cover pages.
• Backend Java code no longer uses "java.util.Date" or "java.util.Calendar".  This is less likely to impact most institutions, but if you've heavily customized the backend  (Java code), you may need to update any customized code that previously used java.util.Date  or java.util.Calendar to instead use the modern java.time.*  Date classes.  See https://github.com/DSpace/DSpace/pull/10432
• Corrected spelling of two "reinstate" configurations in dspace.cfg.  In prior versions of DSpace, two configurations had an incorrect spelling of "reinstate": "core.authorization.community-admin.item.reinstatiate" and "core.authorization.collection-admin.item.reinstatiate".  These are now correctly spelled as "core.authorization.community-admin.item.reinstate" and "core.authorization.collection-admin.item.reinstate".  If you are using these configurations in your local.cfg, you must also correct their spelling.
• (Also included in v8.1 and v7.6.3) DSpace has a new, separate command-line log file ([dspace]/log/dspace-cli.log-[date]) for logging the output/results of any scripts that are started from the command-line.  The DSpace backend web application still logs to dspace.log-[date] in the same directory.  You may need to update any local/custom log management scripts to include this new log file.
  • This change was necessary to fix a major bug where the backend webapp would sometimes stop logging if a "logrotate" was triggered. See #9832 

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• (This section is still being filled out and is INCOMPLETE.)
• General user enhancements and fixes
  • RSS/Atom feeds are now available for search results, allowing you to subscribe to a search via RSS.
   
  • #2489 (Donated by Atmire)
• Improved proxy support for all external sources/APIs. All external connections should now use the DSpace Proxy Configuration
• Project Entities can now be imported from DataCite #9636 (Donated by Florian Gantner)
• Add ability to require Creative Commons license be selected in submission forms #9639 (Donated by 4Science)
• Klaro cookie settings popup was replaced with Orejime.  Orejime provides better accessibility and is better maintained. #2718 (Donated by 4Science)
• Fixed statistics bug where "view" events could be sent twice when using scoped themes. #4099 (Donated by Atmire)
• Fixed bug where access restricted thumbnails were not shown to users who have proper access rights. #4165 (Donated by Atmire)
• • Fixed search bug where stale data could sometimes be returned. #3888 (Donated by Atmire)
  • Fixed bug where access restricted thumbnails were not shown to users who have proper access rights. #4165 (Donated by Atmire)
  • Added ability for users to reject the "Correlation ID" cookie, tracked in the backend's logs for debugging purposes. #3889 (Donated by 4Science)
  • Fixed statistics bug where "view" events could be sent twice when using scoped themes. #4099 (Donated by Atmire)
• Submission / Workflow enhancements and fixes
  • Project Entities can now be imported from DataCite #9636 (Donated by Florian Gantner)
  • Fixed caching issues that could occur on MyDspace page when switching between views. #4205 (Donated by 4Science)
  • Fixed issue where search filters could disappear from MyDSpace page. #4097 (Donated by Arvo Consultores)
  • Fixed infinite loading issue that could occur on submission forms. #4060 (Donated by Atmire)
  • Fixed bug where an Admin could not upload a bitstream to an item in workflow when impersonating a user. #4288 (Donated by 4Science)
  • Fixed bug where fields of type "name" in submission forms could not be deleted properly. #4073 (Donated by Atmire)
• Administrative enhancements and fixes
  • Edit menus on all Community, Collection, Item pages are now dropdowns. #3994 (Donated by Atmire)
  • Limited the number of Items that can be exported at once to 500.  This limit is configurable on backend via "metadataexport.max.items" #10030 (Donated by Atmire)
  Fixed several administrative bugs:
  • Fixed bug where Processes page wasn't properly supporting integer parameters. #4273 (Donated by 4Science)
  • Fixed bug where list of bitstreams on "Edit Item > Bitstreams" tab would be duplicated when using pagination. #4015 (Donated by Atmire)
  Fixed several submission/workflow related bugs:
  • Fixed bug where an Admin could not upload a bitstream to an item in workflow when impersonating a user. #4288 using pagination. #4015 (Donated by 4ScienceAtmire)
  • Fixed bug where fields of type "name" in submission forms could not be deleted properly. #4073 (Donated by Atmire)
  • Fixed caching issues that could occur on MyDspace page when switching between views. #4205 (Donated by 4Science)
  • COAR Notify was not fully adhering to the "Request Endorsement" pattern supported by PCI (https://peercommunityin.org/). #10053 (Donated by Agustina Martinez)
• Improved proxy support for all external sources/APIs. All external connections should now use the DSpace Proxy Configuration
• Accessibility fixesFixed a number of accessibility-related issues, including:
  • Truncated abstracts now use ellipsis for truncation instead of fading out. #4341 (Donated by 4Science)
  • Improved screen reader accessibility for header and recent submissions. #4335 (Donated by Atmire)
  • Enhanced keyboard navigation on several pages. #4244 (Donated by eScire)
  • Fixed small screen display issues in footer and full item page. #4218 (Donated by Jesiel Viana)
• Klaro cookie settings popup was replaced with Orejime.  Orejime provides better accessibility and is better maintained. #2718 (Donated by 4Science)
• Includes all bug fixes and accessibility fixes also included in in the 8.1 release.
• Fixed a large number of other small bugs.  See Changes in 9.x for a list of all changes.
• Major Dependency dependency updates: Frontend updated to Angular 18 and Bootstrap 5. (Both donated by Atmire)

New/Updated Language support

• (This section is still being filled out and is INCOMPLETE.)
• (WAS THIS IN 8.1?) Arabic (العربية) language updates donated by KnowledgeWare Technologies Est.(WAS THIS IN 8.1?) German (Deutsch) language updates donated by Sascha Szott (saschaszott
• Catalan (Català) language updates donated by Toni Prieto
• German (Deutsch) language updates donated by The Library Code
• French (Français) language updates donated by Pierre Lasou (pilasou) and Carolyn Sullivan (Peredwel)
• Polish (Polski) language updates donated by PCG Academia
• Portuguese (Português) language updates donated by Ricardo Saraiva (rsaraivac) and Paulo Graça (paulo-graca)

9.0 Acknowledgments

DSpace 9.0 had ____ lines of code changed and ___ unique individuals contributing to either the frontend or backend.

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