Version 3.0

Table of Contents:

Why 3.0? What happened to 2.0?

In 2011, after much discussion, the DSpace Committers in conjunction with members of the DSpace Community Advistory Team (DCAT) decided to forgo releasing a "DSpace 2.0".

The reasons for this decision were numerous and include:

• The discussions around DSpace "2.0" have gone through many different revisions over the past 8 years:
  • Discussion of "2.0" first began in 2004, with Robert Tansley's DSpace 2.0 Original Proposal
  • A reworking of the "2.0" concept happened in 2006, during a DSpace Architectural Review.
  • A further reworking of the "2.0" concept occurred in 2008-2009 when a prototype version of DSpace 2.0 was built and demoed at Open Repositories 2009.
• As detailed in the 2.0 history above, much of the planning around a "2.0" is now many years old. Although many great ideas/concepts have come out of that work, much of it does need to be reanalyzed for the modern repository environment.
• "2.0" has always been talked about as a "revolutionary" change to the DSpace software platform. In reality, we've found that many of the platform improvements attributed to "2.0" have been incremental in nature. In fact, several 2.0 code/concepts (from the 2009 DSpace 2.0 Prototype) have been included in almost every recent major release.
• Because the "2.0" release has been perceived as being "revolutionary" in nature, it would be difficult to ever fully meet the expectations/assumptions that have built up around this release.
• We all feel that the DSpace Community's immediate needs are better met by incremental changes (over several releases) than by revolutionary changes (over a single release). We feel that incremental changes provide an easier upgrade path between current and future releases of DSpace.

Many of the ideas/concepts of "DSpace 2.0" may still be coming to the DSpace platform. But, they will continue to be added incrementally over several releases. The ideas behind "2.0" still live on, even while the release numbering has changed.

New features in DSpace 3.0

DSpace 3.0 ships with a number of new features. Certain features are automatically enabled by default while others require deliberate activation.  The following non-exhaustive list contains the major new features in 3.0 that are enabled by default:
	Completely rewritten OAI-PMH Interface Driver and Open-AIRE compatible Allows for multiple contexts (URL endpoints), each with a different configuration 12 default metadata export formats and easy way to write new ones using XSLT Runs on Solr for great performance, legacy mode over DSpace database supported Even faster thanks to caching Kindly contributed by Lyncode
	Improvements to Solr-based Statistics Workflow statistics Search Query statistics Solr version upgrade and performance optimization Kindly contributed by @mire
	Batch import for Bibliographic formats Support for Endnote, BibTex, RIS, TSV, CSV Enhanced batch import routines Kindly contributed by the Greek National Documentation Centre/EKT
	Controlled Vocabulary Support for XMLUI Submission form vocabulary lookup Includes The Norwegian Science Index and the Swedish Research Subject Categories Kindly contributed by @mire's Kevin Van de Velde
	Google Analytics support for JSPUI support for statistics collection by entering the GA key into dspace.cfg Kindly contributed by Denys Slipetskyy
	Improvements to Authentication by Password now stores salted hashes old passwords will continue to work and will be automatically converted to salted hashes on next user login Kindly contributed by Mark H. Wood with the support of IUPUI University Library
The following list contains all features that are included in the DSpace 3.0 release, but need to be enabled manually. Review the documentation for these features carefully, especially if you are upgrading from an older version of DSpace.
	Discovery: Search & Browse Enhancements for XMLUI: Search Snippets Hit Highlighting Related Items Hiding restricted results Kindly contributed by @mire with the support of the World Bank Discovery is now supported in JSPUI (example) Kindly contributed by CILEA
	Item Level Versioning Create and preserve different item versions Enhanced identifiers XMLUI only Kindly contributed by @mire with the support of MBLWHOI Library, WHOI, MBL CLI (HPS), ASU CBS and Dryad
	Advanced Embargo Time based restrictions on both bitstreams and metadata Advanced mode for additional user group restrictions XMLUI only Kindly contributed by @mire with the support of the University of Michigan Libraries
	Mobile Theme for XMLUI (beta) Documentation Kindly contributed by Elias Tzoc and James Russell with the support of Miami University
	Type-based submissions Show or hide metadata fields in the submission forms, based on the type of content submitted Kindly contributed by Nestor Oviedo and SeDiCI
	ElasticSearch-based Usage Statistics scalable ElasticSearch backend, runs on embedded node by default  uses Google Chart API for graphs and maps export to CSV available displaying can be either public or restricted Kindly contributed by Peter Dietz with the support of Ohio State University Libraries
	Improvements to LDAP Authentication LDAPHierarchicalAuthentication superseded by LDAPAuthentication, see Enabling Hierarchical LDAP Authentication New option to map LDAP group membership to internal DSpace groups  Kindly contributed by Samuel Ottenhoff

(All non-commercial images in the above table are free-to-use images borrowed from elsewhere. In order: OAI-PMH image, chart image, import icon, dictionary icon, key icon, magnifier icon, documents icon, lock icon, phone icon)

Upgrade Instructions

• If you are upgrading from 1.8.x to 3.x, please see Upgrading From 1.8.x to 3.x
• For general upgrade instructions, please see Upgrading a DSpace Installation

Organizational Details

Release Coordination

Instead of a single "Release Coordinator", the DSpace 3.0 release will be managed by a "Release Team".

Release Team Leader

Sands Fish (MIT)

Release Team Members

Sands Fish (MIT), Hardy Pottinger (U of Missouri), Robin Taylor (EDINA, U of Edinburgh), Ivan Masár

Timeline and Processing

• August 24, 2012 : Feature/Code Submission Deadline - New features must be submitted as a GitHub Pull Request by this date. Any new features submitted after this date will not be considered for 3.0.
• August 31, 2012 : Final Documentation Due Date - Initial documentation for all new features is due.
• September 14, 2012 : Feature Freeze - This is an internal deadline for the Committers. This is the date by which the Release Team and Committers will have reviewed via Pull Request, and accepted or rejected all contributions made for the 3.0 release. Rejected code has to wait for the next version of DSpace (or is suggested to be released separate from the current release as a "third party add-on", if applicable).
• October 8, 2012 : Release Candidate 1 is released
• October 10-19, 2012 : Test-a-thon
• October 22-31, 2012 : Bug fixing period
• October 24, 2012 : Release Candidate 2 is released
• October 25, 2012 : Release Candidate 2 is on demo.dspace.org
• October 24-November 1, 2012 : Testing / Bug Fixing
• November 1, 2012 : Release Candidate 3 is released
• November 5, 2012 : Release Candidate 3 is on demo.dspace.org
• November 5-9, 2012 : Test-a-thon (2nd round)
• November 9-25, 2012 : Testing / Bug Fixing
• November 30, 2012 : 3.0 Final Release

Release Process needs to proceed according to the following Maven release process: Release Procedure

3.0 Decisions To Be Documented

• Where should translations of individual modules like Discovery go? Including them in the main messages.xml currently works. This should be answered before freeze time, it already poses another barrier for commiting of translations, see DS-1049, DS-1054. This is a subproblem of i18n Improvements Proposal, but let us not divert this discussion too much to broad topics. ~~helix84
  
  • ANSWER: In mtg on July 25, we decided the best we likely can do for 3.0 is to suggest that translations of individual modules should just be added to the central messages.xml/messages.properties files. For the full discussion see: http://irclogs.duraspace.org/index.php?date=2012-07-25 (starts: [20:57])