Features and Tests for DSPACE 9

Journal Tests

Import Journal, Volume, and Issue with Relationships

Journal Entities are currently used for several collections in OakTrust. We need to test import:

  1. Import Title with no relationships.

  2. Import Volume adding relationships to Title.

  3. Import Issue adding relationships to Volume.

  4. Import Article adding relationships to Issue.

According to Nick at TDL, sorting of Articles should be better than in 7.

  1. Test sort order of articles in an issue.

Feature Tests

Feature tests are influnenced by the feature and tests document we created earlier this summer.

Integration & Metadata Enrichment

OpenAIRE Data Correction

OpenAIRE Data Correction <https://wiki.lyrasis.org/display/DSDOC8x/OpenAIRE+Integration>`_: this feature provides a basic integration with the OpenAIRE Content Provider Dashboard via the Notification Broker. It allows repositories who have subscribed to the OpenAIRE Notification Broker to import JSON data from OpenAIRE in order to enhance or correct the metadata of Items in the repository. (Made possible thanks to the OpenAIRE Call Innovation funded project “Enrich local data via the OpenAIRE Graph” awarded to 4Science.)

Tests

  1. Test subscription to the OpenAIRE Notification Broker.

  2. Import JSON data and confirm metadata corrections appear in the repository.

  3. Validate that corrections don’t overwrite local edits unexpectedly.

OpenAIRE Publication Claim

OpenAIRE Publication Claim: OpenAIRE Publication Claim: this feature provides a closer integration between DSpace and the OpenAIRE Publication REST API. It allows DSpace to import possible publications from OpenAIRE for users having a Researcher Profile in DSpace. (Made possible thanks to the OpenAIRE Call Innovation funded project “Enrich local data via the OpenAIRE Graph” awarded to 4Science.

Tests

  1. Log in with a Researcher Profile.

  2. Trigger publication import from OpenAIRE.

  3. Verify correct association of publications to user profile.

OpenAlex Integration (DSpace 9)

OpenAlex integration: DSpace now supports importing content (via MyDSpace) from OpenAlex.org. The DSpace Publication Claim feature also now supports importing Publications related to a Researcher Profiles, provided that the profile has an OpenAlex ID. (Donated by 4Science and University of Cambridge with additional funding from the Vietsch Foundation)

Tests

  1. Import content into MyDSpace from OpenAlex.

  2. Verify integration of OpenAlex IDs with Researcher Profiles.

DOI Import (Crossref or DataCite)

Import via DOI searches multiple sources at once (CrossRef, DataCite) (Donated by University of Bamberg)

Tests

  1. Perform DOI-based import.

  2. Confirm metadata from both sources is retrieved and merged correctly.

External Source Lookup (Relationships tab)

Lookup via external sources from the Edit Item page (Relationship tab): When editing an Entity, on the “Relationships” tab you can now click the “+Add” button to lookup and import related entities from supported external sources. (Donated by Atmire)

Tests

  1. Use “+Add” to find and import related entities.

  2. Confirm correct linking and metadata import.

Submission and Item Management

Duplicate Detection in Submission/Workflow

Basic Duplicate Detection in submission and workflow: this feature introduces basic duplicate detection into DSpace submission and workflow, using Solr’s ability to search by levenshtein distance (Developed by The Library Code with support of TU Berlin, FHNW and ZHAW.)

Tests

  1. Submit an Item with metadata close to an existing one.

  2. Verify duplicate warning appears.

Primary Bitstream Management

Improved “Primary Bitstream” management: Submitters can now define if a bitstream is a “primary” bitstream directly on the submission page after a file has been uploaded. On the Item page, the primary bitstream now has a badge. (Developed by 4Science, funded by the University of California - California Digital Library)

Tests

  1. Upload multiple files during submission.

  2. Mark one as primary and check for badge on Item page.

Withdraw/Reinstate Request

Request Withdrawal or Reinstatement: Optionally, all logged-in users are able to request that a specific Item be withdrawn or reinstated using the new DSpace Quality Assurance tool (Donated by 4Science, partially funded by University of California - California Digital Liberary)

Tests

  1. Logged-in user requests withdrawal.

  2. Admin reviews/approves request.

  3. Same test for reinstatement.

Edit Metadata with Authority Control

Edit Metadata using Authority Control lookup: Users are now able to edit metadata controlled by vocabularies in item’s metadata edit form in the same way that is done in submission form. (Donated by Toni Prieto)

Tests

  1. Edit controlled fields in item metadata form.

  2. Verify authority-controlled vocabularies work as expected.

Embargo Badge Display (DSPACE 9)

Embargo release dates for embargoed files are now displayed on the Item page. The user interface includes a new “showAccessStatuses” configuration for bitstreams on the Item page. When enabled, all embargoed files will display a badge (on the Item page) which contains the date the embargo expires. (Donated by Université Laval)

Tests

  1. Add embargoed file.

  2. Check that Item page displays embargo expiry badge.

Search & Navigation

Search Tab on Community/Collection pages

Search Tab on Community/Collection pages: All Community and Collection pages now include a “Search” tab. (Donated by Atmire)

Tests

  1. Verify “Search” tab exists and functions.

Search Facets on Homepage & Collections

Search Facets on Homepage, Community/Collection pages: Optionally, search facets/filters can now be displayed on home page and all Community, and Collection pages. (Donated by DSquare Technologies and Atmire)

Tests

  1. Test filtering on Homepage and Community/Collection pages.

Advanced Search Options

Advanced Search options: Optionally, a new “Advanced Search” filter can be enabled on the Search page to provide advanced search capabilities. (Donated by DSquare Technologies)

Tests

  1. Enable advanced filters and verify additional options appear.

Geospatial Maps (DSpace 9)

Support for Geospatial maps, including browsing and searching. Items or Entities including geospatial data can now (optionally) embed a map of the location on their Item page, and be searchable and browsable via a new geospatial map viewer. (Donated by The Library Code)

Tests

  1. Upload Item with geospatial metadata.

  2. Verify interactive map and geospatial search work.

Configurable Default Tab (DSpace 9)

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. (Donated by Abel Gomez)

Tests

  • Change defaultBrowseTab setting.

  • Verify Community/Collection pages load with new default tab.

User Accounts & Authentication

ORCID Login Flow (DSpace 9)

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. (Donated by 4Science and Lyrasis with additional funding from ORCID’s Global Participation Fund)

Tests

  1. Login with ORCID and merge with existing account.

  2. Test login without sharing email.

  3. Notifications and Interoperability

ORCID Sync & Revoke (8.1 fixes)

ORCID integration fixes that were funded by the ORCID Global Participation Fund and built by 4Science. These include ORCID synchronization fixes, revoking of ORCID tokens, and display of ORCID icons next to authors.

Tests

  1. Sync publications with ORCID.

  2. Revoke ORCID token and check behavior.

Notifications & Interoperability

COAR Notify Protocol

COAR Notify Protocol: DSpace now supports the COAR Notify Protocol for sending & receiving Linked Data Notifications (LDN) messages from external systems. DSpace is able to register external LDN services to send or receive messages from. This allows users to request review/endorsement from an external service (supporting COAR Notify) during the Item submission process. It also allows these external services to send event notifications into DSpace’s Quality Assurance tool. (Donated by COAR and 4Science)

Tests

  1. Register external LDN service.

  2. Send review request during submission.

  3. Receive inbound notification into QA tool.

Request a Copy (DSpace 9)

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. ALTCHA captcha protection is also now supported for Request a Copy. (Built by The Library Code, funded by Technische Universität Berlin)

Tests

  1. Request file under size threshold → confirm attachment.

  2. Request larger file → confirm secure download link.

  3. Validate ALTCHA captcha protection.

Administration & Reporting

Processes Page Organization

“Processes” page has been reorganized: To simplify process management through the Administrator UI, the “Processes Overview” page has been restructured to group processes into separate sections for “running”, “scheduled”, “completed” and “failed”. These sections update automatically. (Donated by Atmire)

Tests

  1. Run/schedule/complete/fail processes.

  2. Verify automatic grouping and refresh.

Administrator Reports (beta)

Administrator Reports (beta): The beta release of the Administrator Reports provides the ability to run the reports and display the results in the User Interface (similar to the “DSpace REST Quality Control Reports” from version 6.x). (Donated by Université Laval)

Tests

  1. Run reports from Admin UI.

  2. Confirm correct data display.

Health Page SEO Report (DSpace 9)

Health page now includes an “SEO” validation check. A basic check of your DSpace site’s Search Engine Optimization is now available on your Health page (/health) in the Admin sidebar. This SEO report checks that your sitemap is visible, your robots.txt is visible and that you have SSR (Server Side Rendering) enabled. (Donated by Atmire)

Tests

  1. Visit /health.

  2. Check sitemap, robots.txt, SSR status validation.

Performance & Stability (8.1)

SSR Behavior

Angular Server Side Rendering (SSR) has been updated to attempt to reduce the CPU/memory necessary for managing bot traffic

SSR is now only performed for paths in the sitemap by default. (Donated by Vitor Silverio and Alan Orth)

SSR is no longer performed for the search and browse components. This ensures that embedded searches/browses on Community, Collection, or Item (Entity) pages are not triggered by search engine crawlers or bots. (Donated by 4Science)

Optionally, sites may configure SSR to occur via a separate, private/localhost REST API URL. This may provide performance benefits as it allows SSR processing to bypass DNS lookup. (Donated by 4Science)

Tests

  1. Confirm SSR runs only for sitemap paths.

  2. Verify no SSR on search/browse components.

Large Dataset Handling

Ensure components are not sending requests for large sets of data (Donated by 4Science)

Tests

  1. Browse/search large sets.

  2. Ensure no unnecessary requests or slowdowns.

Group Caching

Improve performance of Group caching to better support sites with many Groups. (Donated by Alfeu U. Tavares)

Tests

  1. Load workflows with many groups.

  2. Measure load time improvement.

Reindex OAI-PMH

Reduced memory usage OAI-PMH full reindex (Donated by Toni Prieto)

Tests

  1. Run full reindex and check memory usage.

Accessibility & Usability

Keyboard Navigation (8.1)

“All of DSpace” browse menu has improved keyboard navigation (Donated by Atmire)

Controlled Vocabulary tree-view has improved support for keyboard navigation and screen readers (Donated by Neki-it)

Edit Item, Bitstreams tab was refactored to enhance keyboard control (Donated by Atmire)

Submission interface now supports keyboard reordering of multi-valued fields: (Donated by 4Science)

Tests

  1. Navigate Submission & Edit Item forms with keyboard.

  2. Test reordering multi-value fields.

Screen Reader Support

An invisible ARIA “live region” now exists which can communicate notifications and page changes to screen readers (Donated by Atmire)

All disabled buttons in DSpace are now accessible to users using a screen reader. (Donated by Atmire)

Controlled Vocabulary tree-view has improved support for keyboard navigation and screen readers (Donated by Neki-it)

Accessibility fixes/improvements were made to improve keyboard navigation, screen reader access, small screen display, etc.

Tests

  1. Verify ARIA live region announcements.

  2. Check disabled buttons and controlled vocab tree navigation.

Accessibility Settings (DSpace 9)

Accessibility settings customizable by users: notification timeouts, ARIA live region durations

Accessibility Settings can be customized 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)

Accessibility fixes/improvements were made to improve keyboard navigation, screen reader access, small screen display, etc.

Tests

  1. Adjust notification/ARIA timeouts in user preferences.

  2. Verify changes persist across sessions.