IR Solution Bundle Requirements Breakout

Goals

• Not necessarily to replace DSpace but to provide a solution usable for institutions without a development team (but expected to have devOps staff)
• A turnkey distributable solution bundle that is
  
  • Easy to deploy
  • Apply patches
  • Upgrade
  • Add/Remove use of different modules for specific features or content types

Are we building IR functionality or general digital repository functionality?

• More like general digital repository going beyond open access use cases but also support IR

Plugin architecture and content types

• Have Plugin integrator like JIRA where you can add and remove plugins on demand
• Plugins could be something like ETD, Video, Data, Books, Manuscripts, Image Galleries
• Mix and match format types within content specific containers such as ETD, Digital Collection, Highlighted Work, Research Project, etc.
• ETD most wildly popular for UVa
• Avalon candidate for gemification for video.  For research need video segmentation, annotation that is not in avalon yet but likely to be added in future
• Images a hole for U of Hull and they may be able to help do work on adding extracting image mgmt functionality

Workflows

• Format specific workflows
• Hull has state machine gem that is working with Hydra 6 to implement review workflow
• Separate workflow for adding different types of materials and then select once you group into a larger container like ETD
• Existing DSpace needs logged here: https://github.com/ldcx/ldcx-2013/blob/master/sessions/dspace-on-hydra-stack.md

Basic Roles

• Administrative access
• Reviewer access
• User access

Versioning

• Versioning of documents may be different for types like redacted versions of theses, and possibly have more than one exposed for something

 Licensing

• Can be an object managed independently or have more than one instance
• Support external published source of thesis
• License agreements tied to formats or containers wrap up licensing

 Batch Tool Support

• Add SWORD support
• SWORD upload a non-trivial problem
• look at SWORD integration with Fedora or Hydra?  UNC uses sword heavily, or some similar upload client

Reporting and Audit

• Audit trails
• Capture Preservation Events
• Emulate DSpace reporting

Branding

• For turnkey, need to have baseline functionality for branding
• Through UI or include instructions on how to change files used in CSS and plugin different files
• Have more than one theme in future, but only one at first

Early Adopters of turnkey solution?

• Indiana as DSpace like early adopter
• Virginia Tech
• Ohio State?
• Case Western Reserve in collaboration with U of Cincinatti?

Contributors

• Notre Dame
• UVa
• IU?
• DCE (extraction only?)
• Stanford? (extraction only?)

Timeline

• June 2013: 
  
  • Settling on core list of features (include DSpace solution support: https://github.com/ldcx/ldcx-2013/blob/master/sessions/dspace-on-hydra-stack.md)
  • Perform deeper audit of code for extraction/gemification to cover requirements
  • Intial draft high level architecture of solution bundle (with option to add more gems later)
  • Need to create gem backlog list of wanted gems assign to different institutions
  • Move gem description and progress table to github
• Late June 2013: Early assignments of modules needed, ND start coding
• Survey previous plugin designers for lessons learned and best practices in designing a plugin style architecture
• UVa start coding Aug?
• IU no clear definition of resources yet, but could be good source of use cases and requirements
• Sep 2013: Code Extraction/Gemification/Shredding Fest at Penn State