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DSpace System Documentation: Upgrading a DSpace Installation

This section describes how to upgrade a DSpace installation from one version to the next. Details of the differences between the functionality of each version are given in the Version History section.

Test Your Upgrade Process

In order to minimize downtime, it is always recommended to first perform a DSpace upgrade using a Development or Test server. You should note any problems you may have encountered (and also how to resolve them) before attempting to upgrade your Production server. It also gives you a chance to "practice" at the upgrade. Practice makes perfect, and minimizes problems and downtime. Additionally, if you are using a version control system, such as subversion or git, to manage your locally developed features or modifications, then you can do all of your upgrades in your local version control system on your Development server and commit the changes. That way your Production server can just checkout your well tested and upgraded code.

If you are upgrading across multiple versions

You should perform all of the steps of each upgrade between the version from which you are starting and the version to which you are upgrading. You do not need to install each intervening version, but you do need to carry out all of the configuration changes and additions, and all of the database updates, for each one. For example, when upgrading from 1.6.x to 1.8.x, you need to perform the configuration & database upgrade steps detailed in #Upgrading from 1.6.x to 1.7.x followed by those detailed in #Upgrading from 1.7.x to 1.8.x.

Upgrading from 1.7.x to 1.8.x

In the notes below [dspace] refers to the install directory for your existing DSpace installation, and [dspace-source] to the source directory for DSpace 1.8. Whenever you see these path references, be sure to replace them with the actual path names on your local system. You should also check the DSpace Release 1.8.0 Notes to see what changes are in this version.

Changes to the DSpace 1.8 Upgrade / Configuration Process

In DSpace 1.8.0, there have been a few significant changes to how you upgrade and configure DSpace. Notably:

  • The dspace.cfg has been "split up": Many "module" configurations have now been moved out of the 'dspace.cfg' and into separate configuration files in the [dspace]/config/modules/ directory.

  • Behavior of 'ant update' has changed: The ant update upgrade command now defaults to replacing any existing configuration files (though the existing configuration files will first be backed up to a file with the suffix *.old).
    • In prior versions of DSpace (before 1.8.0), this ant update command would leave existing configuration files intact (and you would have to manually merge in new configuration settings, which would be in a file with the suffix *.new). If you prefer this previous behavior, you can still achieve the same result by running:
      • ant -Doverwrite=false update

    • WARNING: If you choose to run ant -Doverwrite=false update please be aware that this will not auto-upgrade any of your configuration files. This means you must closely watch the output of this command, and ensure you manually upgrade all configuration files in the [dspace]/config/ directory as well as all Solr configurations/schemas in the [dspace]/solr/search/conf/ and [dspace]/solr/statistics/conf/ directories.

  • The structure of the source release has now been changed: Please see Advanced Customisation for more details.

Backup your DSpace

Before you start your upgrade, it is strongly recommended that you create a backup of your DSpace instance. Backups are easy to recover from; a botched install/upgrade is very difficult if not impossible to recover from. The DSpace specific things to backup are: configs, source code modifications, database, and assetstore. On your server that runs DSpace, you might additionally consider checking on your cron/scheduled tasks, servlet container, and database.

Make a complete backup of your system, including:

  • Database: Make a snapshot/dump of the database. For the PostgreSQL database use Postgres' pg_dump command. For example: 
    pg_dump -U [database-user] -f [backup-file-location] [database-name]

  • Assetstore: Backup the directory ([dspace]/assetstore by default, and any other assetstores configured in the [dspace]/config/dspace.cfg "assetstore.dir" and "assetstore.dir.#" settings)

  • Configuration: Backup the entire directory content of [dspace]/config.

  • Customizations: If you have custom code, such as themes, modifications, or custom scripts, you will want to back them up to a safe location.

Upgrade Steps

  1. Download DSpace 1.8 Either download DSpace 1.8 from DSpace.org or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation. Refer to Installation Instructions, Step 3 for unpacking directives.
  2. Merge any customizations. If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. Customizations are typically housed in one of the following places:

    • JSPUI modifications: [dspace-source]/dspace/modules/jspui/src/main/webapp/

    • XMLUI modifications: [dspace-source]/dspace/modules/xmlui/src/main/webapp/

    • Config modifications: [dspace]/config

  3. Build DSpace. Run the following commands to compile DSpace: 
    cd [dspace-source]/dspace/
mvn -U clean package

    You will find the result in [dspace-source]/dspace/target/dspace-[version]-build.dir . Inside this directory is the compiled binary distribution of DSpace. Before rebuilding DSpace ('package'), the above command will clean out any previously compiled code ('clean') and ensure that your local DSpace JAR files are updated from the remote maven repository.

  4. Stop Tomcat. Take down your servlet container. For Tomcat, use the  $CATALINA/shutdown.sh  script. (Many Unix-based installations will have a startup/shutdown script in the /etc/init.d or /etc/rc.d directories.)
  5. Update DSpace. 
    1. Update the DSpace installed directory with the new code and libraries. Issue the following commands: 
      cd [dspace-source]/dspace/target/dspace-[version]-build.dir
ant -Dconfig=[dspace]/config/dspace.cfg update

      Changes to the behavior of the 'ant update' script

      The ant update script has changed slightly as of DSpace 1.8.0. It now defaults to replacing your existing configuration files (after backing them up first). See the note under #Upgrading from 1.7.x to 1.8.x for more details.

    2. Apply database changes to your database by running one of the following database schema upgrade scripts.

      Backup Your Database First

      Applying a database change will alter your database! The database upgrade scripts have been tested, however, there is always a chance something could go wrong. So, do yourself a favor and create a backup of your database before you run a script that will alter your database.

      1. PostgreSQL: [dspace-source]/dspace/etc/postgres/database_schema_17-18.sql

      2. Oracle: [dspace-source]/dspace/etc/oracle/database_schema_17-18.sql

  6. Update your DSpace Configurations.

    1. Merge existing configurations: After updating DSpace, you may notice a series of *.old files in your newly updated [dspace]/config/ directory (and all sub-directories). During the update process, if there is a difference between your old 1.7-compatible configuration file and the new 1.8-compatible configuration file, your previous settings will be moved to a *.old file. You may want to review the differences between the *.old file and the new version of that file, and ensure your previous configurations/settings are merged into the new configuration file. One way to compare these files is by using a comparison-utility like diff or a text editor that supports file comparison.

    2. Set New Configurations: There are new configuration settings in the new release that add or change functionality. You should review these new settings and ensure that they are set according to your needs.
    3. TODO - Add new configuration changes.
  7. Generate Browse and Search Indexes. The search mechanism has been updated in 1.8, so you must perform a full reindex of your site for searching and browsing to work. To do this, run the following command from your DSpace install directory (as the dspace user): 
    [dspace]/bin/dspace index-init

  8. Deploy Web Applications. If necessary, copy the web applications files from your [dspace]/webapps directory to the subdirectory of your servlet container (e.g. tomcat):

    cp -R [dspace]/webapps/* [tomcat]/webapps/
    See the installation guide for full details.
  9. Restart servlet container. Now restart your Tomcat/Jetty/Resin server program and test out the upgrade.

Optional Upgrade Step: Fix Broken File Statistics

In DSpace 1.6.x & 1.7.x the file download statistics were generated without regard to the bundle in which the file was located. In DSpace 1.8.0 it is possible to configure the bundles for which the file statistics are to be shown by using the query.filter.bundles property. If required the old file statistics can also be upgraded to include the bundle name so that the old file statistics are fixed.

Updating the file statistics will ensure that old file downloads statistics data will also be filterable using the filter bundle feature. The benefit of upgrading is that only files within, for example, the "ORIGINAL" bundle are shown as opposed to also showing statistics from the LICENSE bundle. More information about this feature can be found at Statistics differences between DSpace 1.7.x and 1.8.0

Backup Your statistics data first

Applying this change will involve dumping all the old file statistics into a file and re-loading them. Therefore it is wise to create a backup of the [DSpace]/solr/statistics/data directory. It is best to create this backup when the Tomcat/Jetty/Resin server program isn't running.

When a backup has been made, start the Tomcat/Jetty/Resin server program.
The update script has one option (-r) which will, if given, not only update the broken file statistics but also delete statistics for files that were removed from the system. If this option isn't active, these statistics will receive the "BITSTREAM_DELETED" bundle name.

#The -r is optional
[dspace]/bin/dspace stats-util -b -r

Upgrading from 1.7 to 1.7.x

In the notes below [dspace] refers to the install directory for your existing DSpace installation, and [dspace-source] to the source directory for DSpace 1.7.2. Whenever you see these path references, be sure to replace them with the actual path names on your local system. Additionally, be sure to backup your configs, source code modifications, and database before doing a step that could destroy your instance.

  1. Download DSpace 1.7.2 Either download DSpace 1.7.2 from DSpace.org or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation. Refer to Installation Instructions, Step 3 for unpacking directives.
  2. Apply any customizations. If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. These are housed in one of the following places:

    • JSPUI modifications: [dspace-source]/dspace/modules/jspui/src/main/webapp/

    • XMLUI modifications: [dspace-source]/dspace/modules/xmlui/src/main/webapp/

    • Config modifications: [dspace]/config

  3. Build DSpace. Run the following commands to compile DSpace: 
    cd [dspace-source]/dspace/
mvn -U clean package

    You will find the result in [dspace-source]/dspace/target/dspace-[version]-build.dir . Inside this directory is the compiled binary distribution of DSpace. Before rebuilding DSpace ('package'), the above command will clean out any previously compiled code ('clean') and ensure that your local DSpace JAR files are updated from the remote maven repository.

  4. Stop Tomcat. Take down your servlet container. For Tomcat, use the  $CATALINA/shutdown.sh  script. (Many Unix-based installations will have a startup/shutdown script in the /etc/init.d or /etc/rc.d directories.)
  5. Backup Your DSpace. Make a complete backup of your system, including:
    • A snapshot of the database. To have a "snapshot" of the PostgreSQL database use Postgres' pg_dump command.

    • The asset store ([dspace]/assetstore by default, and any other assetstores configured in the [dspace]/config/dspace.cfg "assetstore.dir" and "assetstore.dir.#" settings)

    • Your configuration files and customizations to DSpace (including any customized scripts).
  6. Update DSpace. Update the DSpace installed directory with the new code and libraries. Issue the following commands: 
    cd [dspace-source]/dspace/target/dspace-[version]-build.dir
ant -Dconfig=[dspace]/config/dspace.cfg update
  7. Generate Browse and Search Indexes. Though there are not any database changes between 1.7 and 1.7.1 release, it makes good policy to rebuild your search and browse indexes when upgrading to a new release. To do this, run the following command from your DSpace install directory (as the dspace user): 
    [dspace]/bin/dspace index-init

  8. Deploy Web Applications. Copy the web applications files from your [dspace]/webapps directory to the subdirectory of your servlet container (e.g. tomcat): 

    cp -R [dspace]/webapps/* [tomcat]/webapps/
  9. Restart servlet container. Now restart your Tomcat/Jetty/Resin server program and test out the upgrade.

Upgrading from 1.6.x to 1.7.x

In the notes below [dspace] refers to the install directory for your existing DSpace installation, and [dspace-source] to the source directory for DSpace 1.7.x. Whenever you see these path references, be sure to replace them with the actual path names on your local system.

Before upgrading you need to check you are using the current recommended minimum versions of Java (1.6), Maven (2.0.8 or above) and ant (1.7 or above). For more details, see the current listing of Prerequisite Software

  1. Backup Your DSpace. First, and foremost, make a complete backup of your system, including:
    • A snapshot of the database. To have a "snapshot" of the PostgreSQL database, you need to shut it down during the backup. You should also have your regular PostgreSQL Backup output (using Postgres' pg_dump command).

    • The asset store ([dspace]/assetstore by default)

    • Your configuration files and customizations to DSpace (including any customized scripts).
  2. Download DSpace 1.7.x Retrieve the new DSpace 1.7.x source code either as a download from DSpace.org or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation. Refer to Installation Instructions, Step 3 for unpacking directives.
  3. Stop Tomcat. Take down your servlet container. For Tomcat, use the $CATALINA_HOME/bin/shutdown.sh script. (Many Unix-based installations will have a startup/shutdown script in the /etc/init.d or /etc/rc.d directories).
  4. Apply any customizations. If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. These are normally housed in one of the following places:

    • JSPUI modifications: [dspace-source]/dspace/modules/jspui/src/main/webapp/

    • XMLUI modifications: [dspace-source]/dspace/modules/xmlui/src/main/webapp/

  5. Update Configuration Files. Some parameters have changed and some are new. You can either attempt to make these changes in your current 1.6.x dspace.cfg file, or you can start with a new 1.7 dspace.cfg and re-modify it as needed. Configuration changes are noted below:
    • *CORRECTION*  There was a missing hyphen "-" in the property key for mail character set: 
      # Set the default mail character set. This may be over ridden by providing a line
# inside the email template "charset: <encoding>", otherwise this default is used.
#mail.charset = UTF-8
    • *CORRECTION* This was moved from the end of the solr configuration section to just under Logging Configurations: 
      # If enabled, the logging and the solr statistics system will look for
# an X-Forward header. If it finds it, it will use this for the user IP Address
# useProxies = true
    • *CHANGE* The MediaFilter is now able to process Power Point Text Extracter 
      #Names of the enabled MediaFilter or FormatFilter plugins
filter.plugins = PDF Text Extractor, HTML Text Extractor, \
                                 PowerPoint Text Extractor, \
                                 Word Text Extractor, JPEG Thumbnail
# [To enable Branded Preview]: remove last line above, and uncomment 2 lines below
#                        Word Text Extractor, JPEG Thumbnail, \
#                        Branded Preview JPEG

#Assign 'human-understandable' names to each filter
plugin.named.org.dspace.app.mediafilter.FormatFilter = \
  org.dspace.app.mediafilter.PDFFilter = PDF Text Extractor, \
  org.dspace.app.mediafilter.HTMLFilter = HTML Text Extractor, \
  org.dspace.app.mediafilter.WordFilter = Word Text Extractor, \
  org.dspace.app.mediafilter.PowerPointFilter = PowerPoint Text Extractor, \
  org.dspace.app.mediafilter.JPEGFilter = JPEG Thumbnail, \
  org.dspace.app.mediafilter.BrandedPreviewJPEGFilter = Branded Preview JPEG

#Configure each filter's input format(s)
filter.org.dspace.app.mediafilter.PDFFilter.inputFormats = Adobe PDF
filter.org.dspace.app.mediafilter.HTMLFilter.inputFormats = HTML, Text
filter.org.dspace.app.mediafilter.WordFilter.inputFormats = Microsoft Word
filter.org.dspace.app.mediafilter.PowerPointFilter.inputFormats = Microsoft Powerpoint, Microsoft Powerpoint XML
filter.org.dspace.app.mediafilter.JPEGFilter.inputFormats = BMP, GIF, JPEG, image/png
filter.org.dspace.app.mediafilter.BrandedPreviewJPEGFilter.inputFormats = BMP, GIF, JPEG, image/png
    • *CHANGE* The Crosswalk Plugin Configuration has changed with additional lines. Edit your file accordingly: 
      # Crosswalk Plugin Configuration:
#   The purpose of Crosswalks is to translate an external metadata format to/from
#   the DSpace Internal Metadata format (DIM) or the DSpace Database.
#   Crosswalks are often used by one or more Packager plugins (see below).
plugin.named.org.dspace.content.crosswalk.IngestionCrosswalk = \
  org.dspace.content.crosswalk.AIPDIMCrosswalk = DIM, \
  org.dspace.content.crosswalk.AIPTechMDCrosswalk = AIP-TECHMD, \
  org.dspace.content.crosswalk.PREMISCrosswalk = PREMIS, \
  org.dspace.content.crosswalk.OREIngestionCrosswalk = ore, \
  org.dspace.content.crosswalk.NullIngestionCrosswalk = NIL, \
  org.dspace.content.crosswalk.OAIDCIngestionCrosswalk = dc, \
  org.dspace.content.crosswalk.DIMIngestionCrosswalk = dim, \
  org.dspace.content.crosswalk.METSRightsCrosswalk = METSRIGHTS, \
  org.dspace.content.crosswalk.RoleCrosswalk = DSPACE-ROLES

plugin.selfnamed.org.dspace.content.crosswalk.IngestionCrosswalk = \
  org.dspace.content.crosswalk.XSLTIngestionCrosswalk, \
  org.dspace.content.crosswalk.QDCCrosswalk

plugin.named.org.dspace.content.crosswalk.StreamIngestionCrosswalk = \
  org.dspace.content.crosswalk.NullStreamIngestionCrosswalk = NULLSTREAM, \
  org.dspace.content.crosswalk.CreativeCommonsRDFStreamIngestionCrosswalk = DSPACE_CCRDF, \
  org.dspace.content.crosswalk.LicenseStreamIngestionCrosswalk = DSPACE_DEPLICENSE

plugin.named.org.dspace.content.crosswalk.DisseminationCrosswalk = \
  org.dspace.content.crosswalk.AIPDIMCrosswalk = DIM, \
  org.dspace.content.crosswalk.AIPTechMDCrosswalk = AIP-TECHMD, \
  org.dspace.content.crosswalk.SimpleDCDisseminationCrosswalk = DC, \
  org.dspace.content.crosswalk.SimpleDCDisseminationCrosswalk = dc, \
  org.dspace.content.crosswalk.PREMISCrosswalk = PREMIS, \
  org.dspace.content.crosswalk.METSDisseminationCrosswalk = METS, \
  org.dspace.content.crosswalk.METSDisseminationCrosswalk = mets, \
  org.dspace.content.crosswalk.METSRightsCrosswalk = METSRIGHTS, \
  org.dspace.content.crosswalk.OREDisseminationCrosswalk = ore, \
  org.dspace.content.crosswalk.DIMDisseminationCrosswalk = dim, \
  org.dspace.content.crosswalk.RoleCrosswalk = DSPACE-ROLES
    • *NEW* 
      plugin.named.org.dspace.content.crosswalk.StreamDisseminationCrosswalk = \
  org.dspace.content.crosswalk.CreativeCommonsRDFStreamDisseminationCrosswalk = DSPACE_CCRDF, \
  org.dspace.content.crosswalk.CreativeCommonsTextStreamDisseminationCrosswalk = DSPACE_CCTEXT, \
  org.dspace.content.crosswalk.LicenseStreamDisseminationCrosswalk = DSPACE_DEPLICENSE
    • *CHANGE* The Packager Plugin Configuration has changed considerably. Carefully revise your configuration file: 
      Packager Plugin Configuration:
#   Configures the ingest and dissemination packages that DSpace supports.
#   These Ingester and Disseminator classes support a specific package file format
#   (e.g. METS) which DSpace understands how to import/export.  Each Packager
#   plugin often will use one (or more) Crosswalk plugins to translate metadata (see above).
plugin.named.org.dspace.content.packager.PackageDisseminator = \
  org.dspace.content.packager.DSpaceAIPDisseminator = AIP, \
  org.dspace.content.packager.DSpaceMETSDisseminator = METS, \
  org.dspace.content.packager.RoleDisseminator = DSPACE-ROLES

plugin.named.org.dspace.content.packager.PackageIngester = \
  org.dspace.content.packager.DSpaceAIPIngester = AIP, \
  org.dspace.content.packager.PDFPackager  = Adobe PDF, PDF, \
  org.dspace.content.packager.DSpaceMETSIngester = METS, \
  org.dspace.content.packager.RoleIngester = DSPACE-ROLES
    • *CHANGE* The Mets Ingester configuration has change and been updated. Carefully edit: 
      #### METS ingester configuration:
# These settings configure how DSpace will ingest a METS-based package

# Configures the METS-specific package ingesters (defined above)
# 'default' settings are specified by 'default' key

# Default Option to save METS manifest in the item: (default is false)
mets.default.ingest.preserveManifest = false

# Default Option to make use of collection templates when using the METS ingester (default is false)
mets.default.ingest.useCollectionTemplate = false

# Default crosswalk mappings
# Maps a METS 'mdtype' value to a DSpace crosswalk for processing.
# When the 'mdtype' value is same as the name of a crosswalk, that crosswalk
# will be called automatically (e.g. mdtype='PREMIS' calls the crosswalk named
# 'PREMIS', unless specified differently in below mapping)
# Format is 'mets.default.ingest.crosswalk.<mdType> = <DSpace-crosswalk-name>'
mets.default.ingest.crosswalk.DC = QDC
mets.default.ingest.crosswalk.DSpaceDepositLicense = DSPACE_DEPLICENSE
mets.default.ingest.crosswalk.Creative\ Commons = DSPACE_CCRDF
mets.default.ingest.crosswalk.CreativeCommonsRDF = DSPACE_CCRDF
mets.default.ingest.crosswalk.CreativeCommonsText = NULLSTREAM

# Locally cached copies of METS schema documents to save time on ingest.  This
# will often speed up validation & ingest significantly.  Before enabling
# these settings, you must manually cache all METS schemas in
# [dspace]/config/schemas/ (does not exist by default).  Most schema documents
# can be found on the http://www.loc.gov/ website.
# Enable the below settings to pull these *.xsd files from your local cache.
# (Setting format: mets.xsd.<abbreviation> = <namespace> <local-file-name>)
#mets.xsd.mets = http://www.loc.gov/METS/ mets.xsd
#mets.xsd.xlink = http://www.w3.org/1999/xlink xlink.xsd
#mets.xsd.mods = http://www.loc.gov/mods/v3 mods.xsd
#mets.xsd.xml = http://www.w3.org/XML/1998/namespace xml.xsd
#mets.xsd.dc = http://purl.org/dc/elements/1.1/ dc.xsd
#mets.xsd.dcterms = http://purl.org/dc/terms/ dcterms.xsd
#mets.xsd.premis = http://www.loc.gov/standards/premis PREMIS.xsd
#mets.xsd.premisObject = http://www.loc.gov/standards/premis PREMIS-Object.xsd
#mets.xsd.premisEvent = http://www.loc.gov/standards/premis PREMIS-Event.xsd
#mets.xsd.premisAgent = http://www.loc.gov/standards/premis PREMIS-Agent.xsd
#mets.xsd.premisRights = http://www.loc.gov/standards/premis PREMIS-Rights.xsd

#### AIP Ingester & Disseminator Configuration
# These settings configure how DSpace will ingest/export its own
# AIP (Archival Information Package) format for backups and restores
# (Please note, as the DSpace AIP format is also METS based, it will also
# use many of the 'METS ingester configuration' settings directly above)

# AIP-specific ingestion crosswalk mappings
# (overrides 'mets.default.ingest.crosswalk' settings)
# Format is 'mets.dspaceAIP.ingest.crosswalk.<mdType> = <DSpace-crosswalk-name>'
mets.dspaceAIP.ingest.crosswalk.DSpaceDepositLicense = NULLSTREAM
mets.dspaceAIP.ingest.crosswalk.CreativeCommonsRDF = NULLSTREAM
mets.dspaceAIP.ingest.crosswalk.CreativeCommonsText = NULLSTREAM

# Create EPerson if necessary for Submitter when ingesting AIP (default=false)
# (by default, EPerson creation is already handled by 'DSPACE-ROLES' Crosswalk)
#mets.dspaceAIP.ingest.createSubmitter = false

## AIP-specific Disseminator settings
# These settings allow you to customize which metadata formats are exported in AIPs

# Technical metadata in AIP (exported to METS <techMD> section)
# Format is <label-for-METS>:<DSpace-crosswalk-name> [, ...] (label is optional)
# If unspecfied, defaults to "PREMIS"
aip.disseminate.techMD = PREMIS, DSPACE-ROLES

# Source metadata in AIP (exported to METS <sourceMD> section)
# Format is <label-for-METS>:<DSpace-crosswalk-name> [, ...] (label is optional)
# If unspecfied, defaults to "AIP-TECHMD"
aip.disseminate.sourceMD = AIP-TECHMD

# Preservation metadata in AIP (exported to METS <digipovMD> section)
# Format is <label-for-METS>:<DSpace-crosswalk-name> [, ...] (label is optional)
# If unspecified, defaults to nothing in <digiprovMD> section
#aip.disseminate.digiprovMD =

# Rights metadata in AIP (exported to METS <rightsMD> section)
# Format is <label-for-METS>:<DSpace-crosswalk-name> [, ...] (label is optional)
# If unspecified, default to adding all Licenses (CC and Deposit licenses),
# as well as METSRights information
aip.disseminate.rightsMD = DSpaceDepositLicense:DSPACE_DEPLICENSE, \
    CreativeCommonsRDF:DSPACE_CCRDF, CreativeCommonsText:DSPACE_CCTEXT, METSRIGHTS

# Descriptive metadata in AIP (exported to METS <dmdSec> section)
# Format is <label-for-METS>:<DSpace-crosswalk-name> [, ...] (label is optional)
# If unspecfied, defaults to "MODS, DIM"
aip.disseminate.dmd = MODS, DIM
    • *NEW* A new property has been added to control the discovery index for the Event System Configuration: 
      # consumer to maintain the discovery index
event.consumer.discovery.class = org.dspace.discovery.IndexEventConsumer
event.consumer.discovery.filters = Community|Collection|Item|Bundle+Add|Create|Modify|Modify_Metadata|Delete|Remove
    • *NEW* License bundle display is now configurable. You are able to either display or suppress. 
      # whether to display the contents of the licence bundle (often just the deposit
# licence in standard DSpace installation
webui.licence_bundle.show = false
    • *CORRECTION* Thumbnail generation. The width and height of generated thumbnails had a missing equal sign. 
      # maximum width and height of generated thumbnails
thumbnail.maxwidth  = 80
thumbnail.maxheight = 80
    • *CORRECTION and ADDITION* Authority Control Settings have changed. Formerly called ChoiceAuthority, it is now referred to as DCInputAuthority. 
      ## The DCInputAuthority plugin is automatically configured with every
## value-pairs element in input-forms.xml, namely:
##   common_identifiers, common_types, common_iso_languages
##
## The DSpaceControlledVocabulary plugin is automatically configured
## with every *.xml file in [dspace]/config/controlled-vocabularies,
## and creates a plugin instance for each, using base filename as the name.
## eg: nsi, srsc.
## Each DSpaceControlledVocabulary plugin comes with three configuration options:
# vocabulary.plugin._plugin_.hierarchy.store = <true|false>    # default: true
# vocabulary.plugin._plugin_.hierarchy.suggest = <true|false>  # default: true
# vocabulary.plugin._plugin_.delimiter = "<string>"            # default: "::"
##
## An example using "srsc" can be found later in this section

#plugin.selfnamed.org.dspace.content.authority.ChoiceAuthority = \
# org.dspace.content.authority.DCInputAuthority, \
# org.dspace.content.authority.DSpaceControlledVocabulary
    • *NEW* Controls autocomplete for authority control 
      ## demo: subject code autocomplete, using srsc as authority
## (DSpaceControlledVocabulary plugin must be enabled)
#choices.plugin.dc.subject = srsc
#choices.presentation.dc.subject = select
#vocabulary.plugin.srsc.hierarchy.store = true
#vocabulary.plugin.srsc.hierarchy.suggest = true
#vocabulary.plugin.srsc.delimiter = "::"
    • *NEW* You are now able to order your bitstreams by sequence id or file name. 
      #### Ordering of bitstreams ####

## Specify the ordering that bitstreams are listed.
##
## Bitstream field to sort on.  Values: sequence_id or name. Default: sequence_id
#webui.bitstream.order.field = "sequence_id"

## Direction of sorting order. Values: DESC or ASC. Default: ASC
#webui.bitstream.order.direction = ASC
    • *NEW* DSpace now includes a metadata mapping feature that makes repository content discoverable by Google Scholar: 
      ##### Google Scholar Metadata Configuration #####
google-metadata.config = ${dspace.dir}/config/crosswalks/google-metadata.properties
google-metadata.enable = true
    • *NEW* XMLUI is now able to concatenate CSS, JS and JSON files: 
      # Enabling this property will concatenate CSS, JS and JSON files where possible.
# CSS files can be concatenated if multiple CSS files with the same media attribute
# are used in the same page. Links to the CSS files are automatically referring to the
# concatenated resulting CSS file.
# The theme sitemap should be updated to use the ConcatenationReader for all js, css and json
# files before enabling this property.
#xmlui.theme.enableConcatenation = false

# Enabling this property will minify CSS, JS and JSON files where possible.
# The theme sitemap should be updated to use the ConcatenationReader for all js, css and json
# files before enabling this property.
#xmlui.theme.enableMinification = false
    • *NEW* XMLUI Mirage Theme. This is a new theme with it's own configuration: 
      ### Setings for Item lists in Mirage theme ###
# What should the emphasis be in the display of item lists?
# Possible values : 'file', 'metadata'. If your repository is
# used mainly for scientific papers 'metadata' is probably the
# best way. If you have a lot of images and other files 'file'
# will be the best starting point
# (metdata is the default value if this option is not specified)
#xmlui.theme.mirage.item-list.emphasis = file
    • *NEW* OAI Response default change. 
      # DSpace by default uses 100 records as the limit for the oai responses.
# This can be altered by enabling the oai.response.max-records parameter
# and setting the desired amount of results.
oai.response.max-records = 100
    • *CHANGE* EPDCX property key has been renamed. 
      # Define the metadata type EPDCX (EPrints DC XML)
# to be handled by the SWORD crosswalk configuration
#
mets.default.ingest.crosswalk.EPDCX = SWORD
    • *NEW* New SOLR Statistic Property keys: 
      # Timeout for the resolver in the dns lookup
# Time in milliseconds, defaults to 200 for backward compatibility
# Your systems default is usually set in /etc/resolv.conf and varies
# between 2 to 5 seconds, to high a value might result in solr exhausting
# your connection pool
solr.resolver.timeout = 200

----

# Enable/disable logging of spiders in solr statistics.
# If false, and IP matches an address in solr.spiderips.urls, event is not logged.
# If true, event will be logged with the 'isBot' field set to true
# (see solr.statistics.query.filter.* for query filter options)
# Default value is true.
#solr.statistics.logBots = true
  6. Build DSpace. Run the following commands to compile DSpace.: 
    cd [dspace-source]/dspace/
mvn -U clean package

    You will find the result in [dspace-source]/dspace/target/dspace-[version]-build.dir . Inside this directory is the compiled binary distribution of DSpace. Before rebuilding DSpace, the above command will clean out any previously compiled code ('clean') and ensure that your local DSpace JAR files are updated from the remote maven code repository.

  7. Update DSpace. Update the DSpace installed directory with the new code and libraries. Issue the following commands: 
    cd [dspace-source]/dspace/target/dspace-[version]-build.dir
ant -Dconfig=[dspace]/config/dspace.cfg update
  8. Update the Database. You will need to run the 1.6.x to 1.7.x database upgrade script.
    • For PostgreSQL: 
      psql -U [dspace-user] -f [dspace-source]/dspace/etc/postgres/database_schema_16-17.sql [database name]
      (Your database name is by default 'dspace'). Example: 
      psql -U dspace -f [dspace-source]/dspace/etc/postgres/database_schema_16-17.sql dspace
    • For Oracle: Execute the upgrade script, e.g. with sqlplus, recording the output:

      1. Start SQL*Plus with sqlplus [connect args]

      2. Record the output: SQL> spool 'upgrade.lst'

      3. Run the upgrade script SQL> @[dspace-source]/dspace/etc/oracle/database_schema_16-17.sql

      4. Turn off recording of output: SQL> spool off
  9. Generate Browse and Search Indexes. It's always good policy to rebuild your search and browse indexes when upgrading to a new release. To do this, run the following command from your DSpace install directory (as the 'dspace' user): 
    [dspace]/bin/dspace index-init

  10. Deploy Web Applications. If your servlet container (e.g. Tomcat) is not configured to look for new web applications in your [dspace]/webapps directory, then you will need to copy the web applications files into the appropriate subdirectory of your servlet container. For example: 

    cp -R [dspace]/webapps/* [tomcat]/webapps/
  11. Restart servlet container. Now restart your Tomcat/Jetty/Resin server program and test out the upgrade.
  12. Add a new crontab entry, or add to your system's scheduler, the following, run as the DSpace user, to enable routine maintenance of your SOLR indexes. If you do not run this command daily, it is likely your production instances of DSpace will exhaust the available memory in your servlet container 
    [dspace]/bin/dspace stats-util -o

Upgrading from 1.6 to 1.6.x

In the notes below [dspace] refers to the install directory for your existing DSpace installation, and [dspace-source] to the source directory for DSpace 1.6.1. Whenever you see these path references, be sure to replace them with the actual path names on your local system.

  1. Backup Your DSpace. First, and foremost, make a complete backup of your system, including:
    • A snapshot of the database. To have a "snapshot" of the PostgreSQL database, you need to shut it down during the backup. You should also have your regular PostgreSQL Backup output (using pg_dump commands).

    • The asset store ([dspace]/assetstore by default)

    • Your configuration files and customizations to DSpace (including any customized scripts).
  2. Download DSpace 1.6.2 Retrieve the new DSpace 1.6.2 source code either as a download from DSpace.org or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation. Refer to Installation Instructions, Step 3 for unpacking directives.
  3. Stop Tomcat. Take down your servlet container. For Tomcat, use the $CATALINA/shutdown.sh script. (Many installations will have a startup/shutdown script in the /etc/init.d or /etc/rc.d directories.
  4. Apply any customizations. If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. These are housed in one of the following places:

    • JSPUI modifications: [dspace-source]/dspace/modules/jspui/src/main/webapp/

    • XMLUI modifications: [dspace-source]/dspace/modules/xmlui/src/main/webapp/

  5. Update Configuration Files. There are no additions to this release. So you do not have to update the configuration files.
  6. Build DSpace. Run the following commands to compile DSpace.: 
    cd /[dspace-source]/dspace/
mvn -U clean package

    You will find the result in [dspace-source]/dspace/target/dspace-[version]-build.dir . Inside this directory is the compiled binary distribution of DSpace. Before rebuilding DSpace, the above command will clean out any previously compiled code ('clean') and ensure that your local DSpace JAR files are updated from the remote maven repository.

  7. Update DSpace. Update the DSpace installed directory with the new code and libraries. Issue the following commands: 
    cd [dspace-source]/dspace/target/dspace-[version]-build.dir
ant -Dconfig=[dspace]/config/dspace.cfg update

  8. Run Registry Format Update for CC License. Creative Commons licenses have been assigned the wrong mime-type in past versions of DSpace. Even if you are not currently using CC Licenses, you should update your Bitstream Format Registry to include a new entry with the proper mime-type. To update your registry, run the following command: dspace]/bin/dspace registry-loader -bitstream [dspace]/etc/upgrades/15-16/new-bitstream-formats.xml

  9. Update the Database. If you are using Creative Commons Licenses in your DSpace submission process, you will need to run the 1.5.x to 1.6.x database upgrade script again. In 1.6.0 the improper mime-type was being assigned to all CC Licenses. This has now been resolved, and rerunning the upgrade script will now assign the proper mime-type to all existing CC Licenses in your DSpace installation. NOTE: You will receive messages that most of the script additions already exist. This is normal, and nothing to be worried about.

    • For PostgreSQL: psql -U [dspace-user] -f [dspace-source]/dspace/etc/postgres/database_schema_15-16.sql [database name] (Your database name is by default 'dspace'). Example: 

      psql -U dspace -f
   /dspace-1.6-1-src-release/dspace/etc/postgres/database_schema_15-16.sql dspace
      (The line break above is cosmetic. Please place your command in one line.
    • For Oracle: Execute the upgrade script, e.g. with sqlplus, recording the output:

      1. Start SQL*Plus with sqlplus [connect args]

      2. Record the output: SQL> spool 'upgrade.lst'

      3. Run the upgrade script SQL> @[dspace-source]/dspace/etc/oracle/database_schema_15-16.sql

      4. Turn off recording of output: SQL> spool off
      5. Please note: The final few statements WILL FAIL. That is because you have run some queries and use the results to construct the statements to remove the constraints, manually‚ Oracle doesn't have any easy way to automate this (unless you know PL/SQL). So, look for the comment line beginning: 
        "--You need to remove the already in place constraints"
and follow the instructions in the actual SQL file.
Refer to the contents of the spool file "upgrade.lst" for
the output of the queries you'll need.

  10. Generate Browse and Search Indexes. Though there are not any database changes in the 1.6 to 1.6.1 release, it makes good policy to rebuild your search and browse indexes when upgrading to a new release. To do this, run the following command from your DSpace install directory (as the dspace user):[dspace]/bin/dspace index-init

  11. Deploy Web Applications. Copy the web applications files from your [dspace]/webapps directory to the subdirectory of your servlet container (e.g. tomcat):cp -R [dspace]/webapps/* [tomcat]/webapps/

  12. Restart servlet. Now restart your Tomcat/Jetty/Resin server program and test out the upgrade.

Upgrading from 1.5.x to 1.6.x

In the notes below [dspace] refers to the install directory for your existing DSpace installation, and [dspace-source] to the source directory for DSpace 1.6. Whenever you see these path references, be sure to replace them with the actual path names on your local system.

  1. Backup Your DSpace. First, and foremost, make a complete backup of your system, including:
    • A snapshot of the database. _To have a "snapshot" of the PostgreSQL database, you need to shut it down during the backup. You should also have your regular PostgreSQL Backup output (using pg_dump commands). _

    • The asset store ([dspace]/assetstore by default)

    • Your configuration files and customizations to DSpace (including any customized scripts).
  2. Download DSpace 1.6.x Retrieve the new DSpace 1.6.x source code either as a download from DSpace.org or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation. Refer to Installation Instructions, Step 3 for unpacking directives.
  3. Stop Tomcat. Take down your servlet container. For Tomcat, use the $CATALINA/shutdown.sh script. (Many installations will have a startup/shutdown script in the /etc/init.d or /etc/rc.d directories.
  4. Apply any customizations. If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. These are housed in one of the following places:

    • JSPUI modifications: [dspace-source]/dspace/modules/jspui/src/main/webapp/

    • XMLUI modifications: [dspace-source]/dspace/modules/xmlui/src/main/webapp/

  5. Update Configuration Files. Some of the parameters have change and some are new. Changes will be noted below:
    • **CHANGE** The base url and oai urls property keys are set differently 
      # DSpace host name - should match base URL.  Do not include port number
dspace.hostname = localhost

# DSpace base host URL.  Include port number etc.
dspace.baseUrl = http://localhost:8080

# DSpace base URL.  Include port number etc., but NOT trailing slash
# Change to xmlui if you wish to use the xmlui as the default, or remove
# "/jspui" and set webapp of your choice as the "ROOT" webapp in
# the servlet engine.
dspace.url = ${dspace.baseUrl}/xmlui

# The base URL of the OAI webapp (do not include /request).
dspace.oai.url = ${dspace.baseUrl}/oai
    • **NEW** New email options (Add these at the end of the "Email Settings" sub-section): 
      # A comma separated list of hostnames that are allowed to refer browsers to
# email forms. Default behavior is to accept referrals only from
# dspace.hostname
#mail.allowed.referrers = localhost

# Pass extra settings to the Java mail library. Comma separated, equals sign
# between the key and the value.
#mail.extraproperties = mail.smtp.socketFactory.port=465, \
#                mail.smtp.socketFactory.class=javax.net.ssl.SSLSocketFactory, \
#                mail.smtp.socketFactory.fallback=false

# An option is added to disable the mailserver. By default, this property is
# set to false. By setting mail.server.disabled = true, DSpace will not send
# out emails. It will instead log the subject of the email which should have
# been sent. This is especially useful for development and test environments
# where production data is used when testing functionality.
#mail.server.disabled = false
    • **NEW**New Authorization levels and parameters. See the Configuration documentation, "Delegation Administration" section for further information. 
      ##### Authorization system configuration - Delegate ADMIN #####

# COMMUNITY ADMIN configuration
# subcommunities and collections
#core.authorization.community-admin.create-subelement = true
#core.authorization.community-admin.delete-subelement = true
# his community
#core.authorization.community-admin.policies = true
#core.authorization.community-admin.admin-group = true
# collections in his community
#core.authorization.community-admin.collection.policies = true
#core.authorization.community-admin.collection.template-item = true
#core.authorization.community-admin.collection.submitters = true
#core.authorization.community-admin.collection.workflows = true
#core.authorization.community-admin.collection.admin-group = true
# item owned by collections in his community
#core.authorization.community-admin.item.delete = true
#core.authorization.community-admin.item.withdraw = true
#core.authorization.community-admin.item.reinstatiate = true
#core.authorization.community-admin.item.policies = true
# also bundle...
#core.authorization.community-admin.item.create-bitstream = true
#core.authorization.community-admin.item.delete-bitstream = true
#core.authorization.community-admin.item-admin.cc-license = true

# COLLECTION ADMIN
#core.authorization.collection-admin.policies = true
#core.authorization.collection-admin.template-item = true
#core.authorization.collection-admin.submitters = true
#core.authorization.collection-admin.workflows = true
#core.authorization.collection-admin.admin-group = true
# item owned by his collection
#core.authorization.collection-admin.item.delete = true
#core.authorization.collection-admin.item.withdraw = true
#core.authorization.collection-admin.item.reinstatiate = true
#core.authorization.collection-admin.item.policies = true
# also bundle...
#core.authorization.collection-admin.item.create-bitstream = true
#core.authorization.collection-admin.item.delete-bitstream = true
#core.authorization.collection-admin.item-admin.cc-license = true

# ITEM ADMIN
#core.authorization.item-admin.policies = true
# also bundle...
#core.authorization.item-admin.create-bitstream = true
#core.authorization.item-admin.delete-bitstream = true
#core.authorization.item-admin.cc-license = true
    • **CHANGE** METS ingester has been revised. (Modify In "Crosswalk and Packager Plugin Settings") 
      # Option to make use of collection templates when using the METS ingester (default is false)
mets.submission.useCollectionTemplate = false

# Crosswalk Plugins:
plugin.named.org.dspace.content.crosswalk.IngestionCrosswalk = \
  org.dspace.content.crosswalk.PREMISCrosswalk = PREMIS \
  org.dspace.content.crosswalk.OREIngestionCrosswalk = ore \
  org.dspace.content.crosswalk.NullIngestionCrosswalk = NIL \
  org.dspace.content.crosswalk.QDCCrosswalk = qdc \
  org.dspace.content.crosswalk.OAIDCIngestionCrosswalk = dc \
  org.dspace.content.crosswalk.DIMIngestionCrosswalk = dim

plugin.selfnamed.org.dspace.content.crosswalk.IngestionCrosswalk = \
  org.dspace.content.crosswalk.XSLTIngestionCrosswalk

plugin.named.org.dspace.content.crosswalk.DisseminationCrosswalk = \
  org.dspace.content.crosswalk.SimpleDCDisseminationCrosswalk = DC \
  org.dspace.content.crosswalk.SimpleDCDisseminationCrosswalk = dc \
  org.dspace.content.crosswalk.PREMISCrosswalk = PREMIS \
  org.dspace.content.crosswalk.METSDisseminationCrosswalk = METS \
  org.dspace.content.crosswalk.METSDisseminationCrosswalk = mets \
  org.dspace.content.crosswalk.OREDisseminationCrosswalk = ore \
  org.dspace.content.crosswalk.QDCCrosswalk = qdc \
  org.dspace.content.crosswalk.DIMDisseminationCrosswalk = dim
    • **CHANGE** Event Settings have had the following revision with the addition of 'harvester' (modify in "Event System Configuration"): 
      #### 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
      also: 
      # consumer to clean up harvesting data
event.consumer.harvester.class = org.dspace.harvest.HarvestConsumer
event.consumer.harvester.filters = Item+Delete
    • **NEW** New option for the Embargo of Thesis and Dissertations. 
      #### Embargo Settings ####
# DC metadata field to hold the user-supplied embargo terms
embargo.field.terms = SCHEMA.ELEMENT.QUALIFIER

# DC metadata field to hold computed "lift date" of embargo
embargo.field.lift = SCHEMA.ELEMENT.QUALIFIER

# string in terms field to indicate indefinite embargo
embargo.terms.open = forever

# implementation of embargo setter plugin--replace with local implementation if
# applicable
plugin.single.org.dspace.embargo.EmbargoSetter = \
				org.dspace.embargo.DefaultEmbargoSetter

# implementation of embargo lifter plugin--replace with local implementation if
# applicable
plugin.single.org.dspace.embargo.EmbargoLifter = \
				org.dspace.embargo.DefaultEmbargoLifter
    • **NEW** New option for using the Batch Editing capabilities. See Batch Metadata Editing Configuration and also System Administration : Batch Metadata Editing 
      ### Bulk metadata editor settings ###
# The delimiter used to separate values within a single field (defaults to a double pipe ||)
# bulkedit.valueseparator = ||

# The delimiter used to separate fields (defaults to a comma for CSV)
# bulkedit.fieldseparator = ,

# A hard limit of the number of items allowed to be edited in one go in the UI
# (does not apply to the command line version)
# bulkedit.gui-item-limit = 20

# Metadata elements to exclude when exporting via the user interfaces, or when
# using the command line version and not using the -a (all) option.
# bulkedit.ignore-on-export = dc.date.accessioned, dc.date.available, \
#                             dc.date.updated, dc.description.provenance
    • **NEW** Ability to hide metadata fields is now available. (Look for "JSPUI & XMLUI Configurations" Section) 
      ##### Hide Item Metadata Fields  #####
# Fields named here are hidden in the following places UNLESS the
# logged-in user is an Administrator:
#  1. XMLUI metadata XML view, and Item splash pages (long and short views).
#  2. JSPUI Item splash pages
#  3. OAI-PMH server, "oai_dc" format.
#     (NOTE: Other formats are _not_ affected.)
# To designate a field as hidden, add a property here in the form:
#    metadata.hide.SCHEMA.ELEMENT.QUALIFIER = true
#
# This default configuration hides the dc.description.provenance field,
# since that usually contains email addresses which ought to be kept
# private and is mainly of interest to administrators:
metadata.hide.dc.description.provenance = true
    • **NEW**Choice Control and Authority Control options are available (Look for "JSPUI & XMLUI Configurations" Section): 
      ## example of authority-controlled browse category--see authority control config
#webui.browse.index.5 = lcAuthor:metadataAuthority:dc.contributor.author:authority
      And also: 
      #####  Authority Control Settings  #####

#plugin.named.org.dspace.content.authority.ChoiceAuthority = \
# org.dspace.content.authority.SampleAuthority = Sample, \
# org.dspace.content.authority.LCNameAuthority = LCNameAuthority, \
# org.dspace.content.authority.SHERPARoMEOPublisher = SRPublisher, \
# org.dspace.content.authority.SHERPARoMEOJournalTitle = SRJournalTitle

## This ChoiceAuthority plugin is automatically configured with every
## value-pairs element in input-forms.xml, namely:
##   common_identifiers, common_types, common_iso_languages
#plugin.selfnamed.org.dspace.content.authority.ChoiceAuthority = \
# org.dspace.content.authority.DCInputAuthority

## configure LC Names plugin
#lcname.url = http://alcme.oclc.org/srw/search/lcnaf

## configure SHERPA/RoMEO authority plugin
#sherpa.romeo.url = http://www.sherpa.ac.uk/romeo/api24.php

##
## This sets the default lowest confidence level at which a metadata value is included
## in an authority-controlled browse (and search) index.  It is a symbolic
## keyword, one of the following values (listed in descending order):
##   accepted
##   uncertain
##   ambiguous
##   notfound
##   failed
##   rejected
##   novalue
##   unset
## See manual or org.dspace.content.authority.Choices source for descriptions.
authority.minconfidence = ambiguous

## demo: use LC plugin for author
#choices.plugin.dc.contributor.author =  LCNameAuthority
#choices.presentation.dc.contributor.author = lookup
#authority.controlled.dc.contributor.author = true
##
## This sets the lowest confidence level at which a metadata value is included
## in an authority-controlled browse (and search) index.  It is a symbolic
## keyword from the same set as for the default "authority.minconfidence"
#authority.minconfidence.dc.contributor.author = accepted


## Demo: publisher name lookup through SHERPA/RoMEO:
#choices.plugin.dc.publisher = SRPublisher
#choices.presentation.dc.publisher = suggest

## demo: journal title lookup, with ISSN as authority
#choices.plugin.dc.title.alternative = SRJournalTitle
#choices.presentation.dc.title.alternative = suggest
#authority.controlled.dc.title.alternative = true

## demo: use choice authority (without authority-control) to restrict dc.type on EditItemMetadata page
# choices.plugin.dc.type = common_types
# choices.presentation.dc.type = select

## demo: same idea for dc.language.iso
# choices.plugin.dc.language.iso = common_iso_languages
# choices.presentation.dc.language.iso = select

# Change number of choices shown in the select in Choices lookup popup
#xmlui.lookup.select.size = 12
    • **REPLACE** RSS Feeds now support Atom 1.0. Replace its previous configuration with the one below: 
      #### Syndication Feed (RSS) Settings ######

# enable syndication feeds - links display on community and collection home pages
# (This setting is not used by XMLUI, as you enable feeds in your theme)
webui.feed.enable = false
# number of DSpace items per feed (the most recent submissions)
webui.feed.items = 4
# maximum number of feeds in memory cache
# value of 0 will disable caching
webui.feed.cache.size = 100
# number of hours to keep cached feeds before checking currency
# value of 0 will force a check with each request
webui.feed.cache.age = 48
# which syndication formats to offer
# use one or more (comma-separated) values from list:
# rss_0.90, rss_0.91, rss_0.92, rss_0.93, rss_0.94, rss_1.0, rss_2.0
webui.feed.formats = rss_1.0,rss_2.0,atom_1.0
# URLs returned by the feed will point at the global handle server (e.g. http://hdl.handle.net/123456789/1)
# Set to true to use local server URLs (i.e. http://myserver.myorg/handle/123456789/1)
webui.feed.localresolve = false

# Customize each single-value field displayed in the
# feed information for each item.  Each of
# the below fields takes a *single* metadata field
#
# The form is <schema prefix>.<element>[.<qualifier>|.*]
webui.feed.item.title = dc.title
webui.feed.item.date = dc.date.issued

# Customize the metadata fields to show in the feed for each item's description.
# Elements will be displayed in the order that they are specified here.
#
# The form is <schema prefix>.<element>[.<qualifier>|.*][(date)], ...
#
# Similar to the item display UI, the name of the field for display
# in the feed will be drawn from the current UI dictionary,
# using the key:
# "metadata.<field>"
#
# e.g.   "metadata.dc.title"
#        "metadata.dc.contributor.author"
#        "metadata.dc.date.issued"
webui.feed.item.description = dc.title, dc.contributor.author, \
               dc.contributor.editor, dc.description.abstract, \
               dc.description
# name of field to use for authors (Atom only) - repeatable
webui.feed.item.author = dc.contributor.author

# Customize the extra namespaced DC elements added to the item (RSS) or entry
# (Atom) element.  These let you include individual metadata values in a
# structured format for easy extraction by the recipient, instead of (or in
# addition to) appending these values to the Description field.
## dc:creator value(s)
#webui.feed.item.dc.creator = dc.contributor.author
## dc:date value (may be contradicted by webui.feed.item.date)
#webui.feed.item.dc.date = dc.date.issued
## dc:description (e.g. for a distinct field that is ONLY the abstract)
#webui.feed.item.dc.description = dc.description.abstract

# Customize the image icon included with the site-wide feeds:
# Must be an absolute URL, e.g.
## webui.feed.logo.url = ${dspace.url}/themes/mysite/images/mysite-logo.png
    • **NEW** Opensearch Feature is new to DSpace 
      #### OpenSearch Settings ####
# NB: for result data formatting, OpenSearch uses Syndication Feed Settings
# so even if Syndication Feeds are not enabled, they must be configured
# enable open search
websvc.opensearch.enable = false
# context for html request URLs - change only for non-standard servlet mapping
websvc.opensearch.uicontext = simple-search
# context for RSS/Atom request URLs - change only for non-standard servlet mapping
websvc.opensearch.svccontext = open-search/
# present autodiscovery link in every page head
websvc.opensearch.autolink = true
# number of hours to retain results before recalculating
websvc.opensearch.validity = 48
# short name used in browsers for search service
# should be 16 or fewer characters
websvc.opensearch.shortname = DSpace
# longer (up to 48 characters) name
websvc.opensearch.longname = ${dspace.name}
# brief service description
websvc.opensearch.description = ${dspace.name} DSpace repository
# location of favicon for service, if any must be 16X16 pixels
websvc.opensearch.faviconurl = http://www.dspace.org/images/favicon.ico
# sample query - should return results
websvc.opensearch.samplequery = photosynthesis
# tags used to describe search service
websvc.opensearch.tags = IR DSpace
# result formats offered - use 1 or more comma-separated from: html,atom,rss
# NB: html is required for autodiscovery in browsers to function,
# and must be the first in the list if present
websvc.opensearch.formats = html,atom,rss
    • **NEW* *Exposure of METS metadata can be now hidden. (See "OAI-PMH SPECIFIC CONFIGURATIONS" in the dspace.cfg file) 
      # When exposing METS/MODS via OAI-PMH all metadata that can be mapped to MODS
# is exported. This includes description.provenance which can contain personal
# email addresses and other information not intended for public consumption. To
# hide this information set the following property to true
oai.mets.hide-provenance = true
    • **NEW* *SWORD has added the following to accept MIME/types. (See "SWORD Specific Configurations" Section) 
      # A comma separated list of MIME types that SWORD will accept
sword.accepts = application/zip
    • **NEW* *New OAI Harvesting Configuration settings are now available. (See "OAI Harvesting Configurations" 
      #---------------------------------------------------------------#
#--------------OAI HARVESTING CONFIGURATIONS--------------------#
#---------------------------------------------------------------#
# These configs are only used by the OAI-ORE related functions  #
#---------------------------------------------------------------#

### Harvester settings

# Crosswalk settings; the {name} value must correspond to a declared ingestion crosswalk
# harvester.oai.metadataformats.{name} = {namespace},{optional display name}
harvester.oai.metadataformats.dc = http://www.openarchives.org/OAI/2.0/oai_dc/, Simple Dublin Core
harvester.oai.metadataformats.qdc = http://purl.org/dc/terms/, Qualified Dublin Core
harvester.oai.metadataformats.dim = http://www.dspace.org/xmlns/dspace/dim, DSpace Intermediate Metadata

# This field works in much the same way as harvester.oai.metadataformats.PluginName
# The {name} must correspond to a declared ingestion crosswalk, while the
# {namespace} must be supported by the target OAI-PMH provider when harvesting content.
# harvester.oai.oreSerializationFormat.{name} = {namespace}

# Determines whether the harvester scheduling process should be started
# automatically when the DSpace webapp is deployed.
# default: false
harvester.autoStart=false

# Amount of time subtracted from the from argument of the PMH request to account
# for the time taken to negotiate a connection. Measured in seconds. Default value is 120.
#harvester.timePadding = 120

# How frequently the harvest scheduler checks the remote provider for updates,
# measured in minutes. The default value is 12 hours (or 720 minutes)
#harvester.harvestFrequency = 720

# The heartbeat is the frequency at which the harvest scheduler queries the local
# database to determine if any collections are due for a harvest cycle (based on
# the harvestFrequency) value. The scheduler is optimized to then sleep until the
# next collection is actually ready to be harvested. The minHeartbeat and
# maxHeartbeat are the lower and upper bounds on this timeframe. Measured in seconds.
# Default minHeartbeat is 30.  Default maxHeartbeat is 3600.
#harvester.minHeartbeat = 30
#harvester.maxHeartbeat = 3600

# How many harvest process threads the scheduler can spool up at once. Default value is 3.
#harvester.maxThreads = 3

# How much time passes before a harvest thread is terminated. The termination process
# waits for the current item to complete ingest and saves progress made up to that point.
# Measured in hours. Default value is 24.
#harvester.threadTimeout = 24

# When harvesting an item that contains an unknown schema or field within a schema what
# should the harvester do? Either add a new registry item for the field or schema, ignore
# the specific field or schema (importing everything else about the item), or fail with
# an error. The default value if undefined is: fail.
# Possible values: 'fail', 'add', or 'ignore'
harvester.unknownField  = add
harvester.unknownSchema = fail

# The webapp responsible for minting the URIs for ORE Resource Maps.
# If using oai, the dspace.oai.uri config value must be set.
# The URIs generated for ORE ReMs follow the following convention for both cases.
# format: [baseURI]/metadata/handle/[theHandle]/ore.xml
# Default value is oai
#ore.authoritative.source = oai

# A harvest process will attempt to scan the metadata of the incoming items
# (dc.identifier.uri field, to be exact) to see if it looks like a handle.
# If so, it matches the pattern against the values of this parameter.
# If there is a match the new item is assigned the handle from the metadata value
# instead of minting a new one. Default value: hdl.handle.net
#harvester.acceptedHandleServer = hdl.handle.net, handle.myu.edu

# Pattern to reject as an invalid handle prefix (known test string, for example)
# when attempting to find the handle of harvested items. If there is a match with
# this config parameter, a new handle will be minted instead. Default value: 123456789.
#harvester.rejectedHandlePrefix = 123456789, myTestHandle
    • **NEW** SOLR Statistics Configurations. For a little more detailed information regarding the configuration, please refer to DSpace SOLR Statistics Configuration ; or, for installation procedures, refer to Advanced Installation: Dspace Statistics. 
      #---------------------------------------------------------------#
#--------------SOLR STATISTICS CONFIGURATIONS-------------------#
#---------------------------------------------------------------#
# These configs are only used by the SOLR interface/webapp to   #
# track usage statistics.                                       #
#---------------------------------------------------------------#

##### Usage Logging #####
solr.log.server = ${dspace.baseUrl}/solr/statistics
solr.spidersfile = ${dspace.dir}/config/spiders.txt
solr.dbfile = ${dspace.dir}/config/GeoLiteCity.dat
useProxies = true

statistics.item.authorization.admin=true
  6. Build DSpace. Run the following commands to compile DSpace.: 
    cd /[dspace-source]/dspace/
mvn -U clean package

    You will find the result in [dspace-source]/dspace/target/dspace-[version]-build.dir. Inside this directory is the compiled binary distribution of DSpace .Before rebuilding DSpace, the above command will clean out any previously compiled code ('clean') and ensure that your local DSpace JAR files are updated from the remote maven repository.

  7. Update the database. The database schema needs to be updated to accommodate changes to the database. SQL files contain the relevant updates are provided. Please note that if you have made any local customizations to the database schema, you should consult these updates and make sure they will work for you.

    • For PostgreSQL: psql -U [dspace-user] -f [dspace-source]/dspace/etc/postgres/database_schema_15-16.sql [database name] (Your database name is by default 'dspace'). Example: psql -U dspace -f /dspace-1.6-1-src-release/dspace/etc/postgres/database_schema_15-16.sql dspace

    • For Oracle: Execute the upgrade script, e.g. with sqlplus, recording the output:

      1. Start SQL*Plus with sqlplus [connect args]

      2. Record the output: SQL> spool 'upgrade.lst'

      3. Run the upgrade script SQL> @[dspace-source]/dspace/etc/oracle/database_schema_15-16.sql

      4. Turn off recording of output: SQL> spool off
      5. Please note: The final few statements WILL FAIL. That is because you have run some queries and use the results to construct the statements to remove the constraints, manually‚ Oracle doesn't have any easy way to automate this (unless you know PL/SQL). So, look for the comment line beginning: 
        "--You need to remove the already in place constraints"
and follow the instructions in the actual SQL file.
Refer to the contents of the spool file "upgrade.lst" for
the output of the queries you'll need.
  8. Update DSpace. Update the DSpace installed directory with the new code and libraries. Issue the following commands: 
    cd [dspace-source]/dspace/target/dspace-[version]-build.dir
ant -Dconfig=[dspace]/config/dspace.cfg update

  9. Update Registry for the CC License. If you use the CC License, an incorrect mime-type type is being assigned. You will need to run the following step: _dspace]/bin/dspace registry-loader -bitstream [dspace]/etc/upgrades/15-16/new-bitstream-formats.xml _

  10. Generate Browse and Search Indexes. It makes good policy to rebuild your search and browse indexes when upgrading to a new release. Almost every release has database changes and indexes can be affected by this. In the DSpace 1.6 release there is Authority Control features and those will need the indexes to be regenerated. To do this, run the following command from your DSpace install directory (as the dspace user):[dspace]/bin/dspace index-init

  11. Deploy Web Applications. Copy the web applications files from your [dspace]/webapps directory to the subdirectory of your servlet container (e.g. tomcat):cp -R [dspace]/webapps/* [tomcat]/webapps/

  12. Restart servlet. Now restart your Tomcat/Jetty/Resin server program and test out the upgrade.
  13. Rolling Log Appender Upgrade. You will want to upgrade your logs to the new format to use the SOLR Statistics now included with DSpace. While the commands for this are found in Chapter 8, here are the steps needed to be performed. 
    [dspace]/bin/dspace stats-log-converter -i input file name -o output file name -m (if you have more than one dspace.log file)
[dspace]/bin/dspace stats-log-importer -i input file name (probably the output name from above) -m
    The user is highly recommended to see the System Administration : DSpace Log Converter documentation.
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