Getting Started with Islandora: Workshop

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Islandora is a digital asset management system that provides out-of-the-box repository solutions (Solution Packs) for a wide range of digital collections and research domains. Islandora combines the Drupal CMS and Fedora Commons repository software, together with additional open source applications (including Solr), to deliver a wide range of functionality. The proposed workshop will provide users with information about the Islandora software framework, and allow users to test drive a full Islandora installation using local virtual machines or the online Islandora sandbox.

Technologie

WK1F:
Getting Started with Islandora
June 9, 2014
Helsinki, Finland
Mark Leggott, Islandora Foundation
Erin Tripp, discoverygarden inc

Islandora
Agenda
• Introductions
• System & community overview
• Latest Release - Highlights
• Administrative module
• Creating content
• Editing content
• Managing content

Open Source Software Community
http://islandora.ca/islandora-installations

Islandora Foundation
•Non-profit Islandora Foundation: help maintain code, documentation,
training, community participation and more
•Member-based organization
•Partner ($10K, Board Member, Free Camps, Bling)
•Collaborator ($4K, Roadmap Team, Free Camp, Bling)
•Member ($2K, Discounts, Bling)
•Individual ($250, Discounts, Bling)
•Islandora Community and Project Manager (Melissa Anez/Sam Fritz)

Online Discussion Forums
https://groups.google.com/forum/#!forum/islandora https://groups.google.com/forum/#!forum/islandora-dev

Code Contributors on Github
https://github.com/Islandora

Open Source Software Stack
•Search (Solr) •Preservation
(Fedora)
•Web interface
(Drupal)

Islandora Objects and Components
•Each object has vital
datastreams
• RELS-EXT
• DC/MODS
• But there are usually
many more such as mods,
techMD, PREMIS, preview,
thumbnail, etc.

Islandora Solution Packs
•Solution Packs
• Standard Image
• Large Image
• Book
• Newspaper
• PDF
• Audio
• Video
• Binary/File
• Compound

Setting up Islandora
• Host locally or in the cloud
• Configure as a single site or a
multi-site (i.e. one Fedora
Commons Repo and Many Drupal
Sites).
• Examples: University of Prince
Edward Island VRE, CAIRNRepo
http://vre2.upei.ca/pwc/fedora/repository
Add Screen Cap here

Islandora
7.x-1.3
• SCHOLAR
• Embargo
• Citation Style
Language
• RoMEO
Integration
• Citation Import
• Citation Export
• Bookmarks
• Open Archives
Initiative
• Google Scholar
• Zotero
• Bibutils

Site Administration
• Users, Roles, Permissions
• YourSite/admin/people/permissions
• Managing themes, structure and blocks.
• YourSite/admin/appearance
• YourSite/admin/structure
• Solr Settings (search results display, advanced
search, facets)
• YourSite/admin/islandora/search/islandora_solr/settings
• New Solr Metadata Module for custom
record display
• /admin/islandora/search/islandora_solr/metadata

Solr Configuration – the basics
YourSite/admin/islandora/search/islandora_solr/settings

Solr Configuration - Record display
YourSite/admin/islandora/metadata
YourSite/admin/islandora/search/islandora_solr/metadata

Ingest
Process is similar for most content types

Ingest
•Users need permission to be
able to ingest
•Go to the manage tab
•Add a new object
•Select a form (if multiple
associated)
•Fill out the form
•Add file
•Batch ingest is different
• Manage tab
• Collection button
• Batch ingest objects
• Book batch to create complete
books or to simply create the
container object with record, and
then zip upload pages.
• Sample content here

Editing
•Done from the Datastreams
interface
• User needs permission to edit
objects
• Edit functions takes user to the
form where changes, additions,
deletions can be submitted.
• User can also apply restrictions
on specific datastreams with the
object policy interface.

Deleting
•Objects can be
• Restricted (XACML)
• Made inactive (properties)
• Purged (removed from Fedora)
• Note: For objects that have
children (i.e. a book with pages)
if the parent is purged the
children will be as well.

Simple Workflow
YourSite/admin/islandora/simple_workflow/list

Restriction Access
• Scholar Embargo
• IP Embargo
• XACML and
Drupal
permissions

Form Builder – the basics
YourSite/admin/islandora/xmlform

erin@discoverygarden.ca & mleggott@discoverygarden.ca
sandbox.discoverygarden.ca

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Getting Started with Islandora: Workshop

1. WK1F: Getting Started with Islandora June 9, 2014 Helsinki, Finland Mark Leggott, Islandora Foundation Erin Tripp, discoverygarden inc

2. Islandora Agenda • Introductions • System & community overview • Latest Release - Highlights • Administrative module • Creating content • Editing content • Managing content

3. Open Source Software Community http://islandora.ca/islandora-installations

4. Estimated 150+ sites worldwide

5. Islandora Foundation •Non-profit Islandora Foundation: help maintain code, documentation, training, community participation and more •Member-based organization •Partner ($10K, Board Member, Free Camps, Bling) •Collaborator ($4K, Roadmap Team, Free Camp, Bling) •Member ($2K, Discounts, Bling) •Individual ($250, Discounts, Bling) •Islandora Community and Project Manager (Melissa Anez/Sam Fritz)

6. Online Discussion Forums https://groups.google.com/forum/#!forum/islandora https://groups.google.com/forum/#!forum/islandora-dev

7. Code Contributors on Github https://github.com/Islandora

8. Open Source Software Stack •Search (Solr) •Preservation (Fedora) •Web interface (Drupal)

9. Islandora Objects and Components •Each object has vital datastreams • RELS-EXT • DC/MODS • But there are usually many more such as mods, techMD, PREMIS, preview, thumbnail, etc.

10. Islandora Solution Packs •Solution Packs • Standard Image • Large Image • Book • Newspaper • PDF • Audio • Video • Binary/File • Compound

11. Setting up Islandora • Host locally or in the cloud • Configure as a single site or a multi-site (i.e. one Fedora Commons Repo and Many Drupal Sites). • Examples: University of Prince Edward Island VRE, CAIRNRepo http://vre2.upei.ca/pwc/fedora/repository Add Screen Cap here

12. Islandora 7.x-1.3 • SCHOLAR • Embargo • Citation Style Language • RoMEO Integration • Citation Import • Citation Export • Bookmarks • Open Archives Initiative • Google Scholar • Zotero • Bibutils

13. Site Administration • Users, Roles, Permissions • YourSite/admin/people/permissions • Managing themes, structure and blocks. • YourSite/admin/appearance • YourSite/admin/structure • Solr Settings (search results display, advanced search, facets) • YourSite/admin/islandora/search/islandora_solr/settings • New Solr Metadata Module for custom record display • /admin/islandora/search/islandora_solr/metadata

14. Solr Configuration – the basics YourSite/admin/islandora/search/islandora_solr/settings

15. Solr Configuration - Record display YourSite/admin/islandora/metadata YourSite/admin/islandora/search/islandora_solr/metadata

16. Ingest Process is similar for most content types

17. Ingest •Users need permission to be able to ingest •Go to the manage tab •Add a new object •Select a form (if multiple associated) •Fill out the form •Add file •Batch ingest is different • Manage tab • Collection button • Batch ingest objects • Book batch to create complete books or to simply create the container object with record, and then zip upload pages. • Sample content here

18. Editing

19. Editing •Done from the Datastreams interface • User needs permission to edit objects • Edit functions takes user to the form where changes, additions, deletions can be submitted. • User can also apply restrictions on specific datastreams with the object policy interface.

20. Deleting

21. Deleting •Objects can be • Restricted (XACML) • Made inactive (properties) • Purged (removed from Fedora) • Note: For objects that have children (i.e. a book with pages) if the parent is purged the children will be as well.

22. Object State

23. Simple Workflow YourSite/admin/islandora/simple_workflow/list

24. Sharing and migrating objects

25. Compound Objects

26. Restriction Access • Scholar Embargo • IP Embargo • XACML and Drupal permissions

27. Form Builder – the basics YourSite/admin/islandora/xmlform

28. erin@discoverygarden.ca & mleggott@discoverygarden.ca sandbox.discoverygarden.ca