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@lmcglohon lmcglohon released this 18 Jul 14:13
· 5869 commits to master since this release

Release notes for v2.1.0

New Public Interface

The public interface application has been replaced by an entirely new application. This enhancement project has involved many participants across our community. The initial design phase was informed by a member working group led by Mark Custer (Yale). Development was largely funded by Yale University and Harvard University, with the development itself provided by HM and Harvard developers. Very great thanks especially to Mark Custer, Susan Pyzynski (Harvard), Cory Nimer (BYU), and Scott Schwartz (UIUC) for their very active specification and testing work during the development phase of the project.

Rights Statements

The rights statements module has been redesigned based on the specification Hillel Arnold, Max Eckard, and Brad Westbrook circulated in the community last fall. These enhancements enable:

  • the expression of “atomic” rights statements
  • greater interoperability between ArchivesSpace and preservation management and discovery systems
  • making ArchivesSpace compliant with the PREMIS rights schema

If you currently use the rights statements module in ArchivesSpace, please note that your data will be migrated to the new model during the upgrade process.

OAI-PMH

Based on the specification Gordon Daines, Cory Nimer, and Jason Loeffler circulated in the community over the winter, a starter OAI-PMH interface for ArchivesSpace allowing other systems to harvest your records is included in version 2.1.0. Additional features and functionality will be added in later releases.

Instructions for configuring and using the OAI-PMH are available at https://github.com/archivesspace/archivesspace#configuring-oai-pmh and in the README for the application. By default, it runs on port 8082. A sample request page in an installation is available at http://localhost:8082/sample. (With localhost replaced by your server's URL. To access it, make sure that you have set the AppConfig[:oai_proxy_url] appropriately.)

Removal of Original Container Management Code

Following the merge of the Container Management Plugin in v1.5, ArchivesSpace still retained the old container model and had a number of dependencies on it. This imposed unnecessary complexity and some performance degradation on the system.

In this release all references to the old container model have been removed and the parts of the application that were dependent on it (for example, Imports and Exports) have been refactored to use the new container model.

A consequence of this change is that if you are upgrading from ArchivesSpace version of v1.4.2 or lower, you will need to upgrade to a version between v1.5.0 and v2.0.1 to run the container conversion, before upgrading to v2.1.0.

Reports

The following enhancements have been made to the built-in reports

  • The same data is output for all formats.
  • The Created Accession report was fixed to use the accession date instead of incorrectly using the system date.
  • Several duplicative reports were removed.
  • Because it is the same as the csv format, the xlsx format was removed as an output option.
  • The non-working restricted resources report was removed and will be added back in once it has been reworked.

French Translation

Many thanks to Br. Paul (@Perticus) for contributing a French language translation for ArchivesSpace.

Tooltip Updates

Many thanks to the User Documentation Subteam

Other Community Contributions

Ant upgrade, EAD export improvements, PUI locale fix, undefined method fix, and daogrp fixes - thanks to Steve Majewski.

Various deployment enhancements - thanks to Chris Fitzpatrick.

Init script improvements - thanks to Clay Oster.

Support external Solr running over HTTPS - thanks to Mohamed Mohideen Abdul Rasheed.

Various display terminology fixes in English and French – thanks to Mark Custer

Improvement to indexentry handling - thanks to Dave Mayo


JIRA Tickets and Pull Requests Completed

  • AR-995 As an archivist, I want to be able to put links ( extref and refs, extrefloc, etc? ) in note fields and have them render as links is the public and staff UI
  • AR-1481 Related accession information should show up in the new PUI
  • AR-1483 The new PUI should include a "Contents & Arrangement" sub-navigation menu on each page of a finding aid / hierarchical description.
  • AR-1484 Include embedded, semantically rich metadata in the new PUI
  • AR-1564 An EAD table should render as an HTML table in the new PUI
  • AR-1611 Page Language in PUI
  • AR-1625 MARCXML importer mishandled 710s
  • AR-1630 Finish up the Classification / Record Group views in the new PUI
  • AR-1646 As a researcher, I would like to be able to see a "single-scroll" view of the intellectual description of an entire finding aid in the new PUI.
  • AR-1660 Ensure that the default "Request" page action button can send the request to an email address, configurable on a repository basis
  • AR-1661 Update how "multiple containers" display in the new PUI
  • AR-1662 Any search string with a colon in it results in an error in the new PUI
  • AR-1676 Rights type note field should accept more than 255 characters
  • AR-1680 The "/records" URL used in the new PUI candidate release, which pulls together "archival objects" and "digital objects", doesn't work if the URL is typed into the browser or coped and pasted.
  • AR-1695 Emphasis tags don't format correctly at component level
  • AR-1700 AT Migrator Not Moving External Document Link Completely
  • AR-1724 As a researcher, I would like for the single-scroll view of the finding aid to be easy to scan, as well easy to understand in the context of the overall collection hierarchy/arrangement.
  • AR-1726 Subject Landing Page in PUI
  • AR-1727 Repository Landing page enhancements
  • AR-1728 MARC XML importer incorrectly uses Marc001 field as agent authority_id
  • AR-1735 As a public user, I would like to click on a link to access a digital object link.
  • AR-1736 Search-result pages take a long time to display in the test corpus, and Harvard has reported slow times with their test installation, as well.
  • AR-1737 As a public user, I would like to have a link to the Resource, Archival Object, or Accession that the digital object is linked to visible in the public interface.
  • AR-1738 As a public user, I would like a link available from an archival object to a linked digital object.
  • AR-1739 As a public user, I would like the heading for the digital object component menu to be specific to its context.
  • AR-1742 Add a consistent way to search (or an obvious way to initate a new search) to all of the views
  • AR-1744 Unpublished repository shows up as an option in the facets
  • AR-1745 Remove the "used within" section on Agent landing pages
  • AR-1746 Top container information is no longer displaying in the container info badge on Search Result screens
  • AR-1747 As a public user, I would like to have citations differentiated from other text in the PUI Agent view.
  • AR-1748 As a public user, I would like linked related agents to display in the agent landing page.
  • AR-1749 As a public user, I would like the delimiter at the front of the Dimensions field changed to a semi-colon.
  • AR-1750 Provide consistent and logical filters on all search pages
  • AR-1751 Unpublished descendants still appear in single-scroll / infinity view.
  • AR-1752 Unpublished records still appear as if published in the container-only views
  • AR-1753 Remove the "instance.instance_type" info display from everywhere in the new Public User interface aside from the Physical Storage Information accordion section.
  • AR-1754 Safari throws an error if you peform a search that doesn't return any records
  • AR-1757 Agent subdivision information and MARC relator code translations don't appear in new PUI
  • AR-1758 Users must be given import permissions in order to print reports
  • AR-1759 Citation link for archival objects in PUI
  • AR-1760 As a public user, I would like the "other finding aids" note content to display.
  • AR-1780 Agent subheadings don't display in the new PUI
  • AR-1784 As a public user, I would like linked archival materials to appear only once on Agent landing pages.
  • AR-1785 As a staff member logged into the staff interface, I would like the "Edit" button to appear in the new PUI, just like it does now in the original version of the PUI
  • AR-1786 The testers group agreed that we would prefer to have the first creator name also display above the accordion sections.
  • AR-1788 As a public user, I would like to not have unselected relator terms appear as part of an agent subject heading.
  • AR-1789 Truncate the notes in the search-result screen to some reasonable limit, like 500 characters...
  • AR-1791 Facets now missing from the container inventory pages
  • AR-1792 If the other level value is selected as the level, then the value from the "other level" field should display in the resource/archival object badge in the PUI
  • AR-1793 If the resource, digital object, or classification has no sub-components then the sidebar navigation need not display
  • AR-1794 If there are no children attached to a resource level page, then the second tab should be disabled somehow since no additional information will display by selecting it.
  • AR-1795 If there are no analog instances (i.e. top containers) attached anywhere to a collection and/or its archival objects, then the container inventory ("third pill tab") should be disabled somehow
  • AR-1798 Repeated notes of the same type need to display, and when they do, they should be separated by more than just a single line break.
  • AR-1799 There's a facet value that ends with "Enum S", and the resulting filtered-by message has a translation missing value.
  • AR-1802 As a public user, I would like URIs recorded in citations to be viewable and actionable.
  • AR-1803 A variety of notes are missing from the accordion section of the new PUI.
  • AR-1804 The "see more/see less" option shows up unexpectedly, and other times it's absent when it would be useful.
  • AR-1806 Digital object embedded images need to have a max width or height, just like the fix applied to Repository logos.
  • AR-1807 There are a variety of missing notes from the Digital Object pages, both the top level and child level.
  • AR-1808 Published agents that are not linked to any records should still display in the new PUI
  • AR-1810 Character entities now appearing in the new PUI after the last build
  • AR-1811 Digital object titles should be wrapped rather than allowing the badge expand off the page.
  • AR-1812 Repository links are no longer part of the breadcrumbs on component pages.
  • AR-1813 The full top container names are back (in most places, but not everywhere), though they shouldn't be.
  • AR-1816 Remove borders from subnotes
  • AR-1817 Harmonize how notes are separated on digital object pages, just like what's now done everywhere else
  • AR-1818 Top container pages in the new PUI should also include resource records, not just archival objects and accessions, when those records are linked.
  • AR-1819 Resolvable links not being created in arrangement notes, possibly elsewhere.
  • AR-1820 Citation sub-notes in Agent bioghist records should start with a heading of Citation
  • AR-1822 On agent records, attempting to go to Page 2 of the search results, an error pops up
  • AR-1823 Unpublished creator names show up as facets
  • AR-1826 Make some layout changes to the ArchivesSpace instance landing page in the new PUI
  • AR-1828 Browses in the new PUI that should produce a "no results" message instead produce a "translation missing unexpected error" message
  • AR-1829 Needed note information that was previously included on pages for accessions (i.e. "unprocessed material") in the new PUI is now missing
  • AR-1833 As a public user, I would like linked related agents to display in corporate body and family agent landing pages.
  • AR-1835 Looks like the wrong "language" label is used in the single scroll view
  • AR-1837 if a container has no type, use 'Container'
  • AR-1839 Show the sidebar for classification terms
  • AR-1840 use published_agents facet instead of the staff-specific agents facet
  • AR-1842 Fix issue where EAD export (and OAI) would bomb on top containers with profiles
  • AR-1843 RDE ensure sticky top container value is copied to each row
  • AR-1851 In the current HTML to PDF process for the PUI, the series/subseries links in the table of contents are not being formatted (instead, EAD tags remain as is)
  • AR-1852 In the current HTML to PDF process for the PUI, the note labels are ignored, though they should be used in place of the note type when a note label exists.
  • AR-1953 Series facets on "Container Inventory" page of the new PUI include EAD tags, though they should be formatted in HTML as elsewhere in the application
  • ANW-80 add OAI sample request page
  • ANW-105 Revise the overall rights statement template
  • ANW-106 Replace rights type Intellectual Property with rights type Copyright and revise the associated template
  • ANW-107 Replace rights type Institutional Policy with rights type Other and revise the associated template
  • ANW-108 Revise the template for rights type License
  • ANW-110 Create a new Notes sub-record that is repeatable and can be linked to Rights Statement sub-records
  • ANW-111 Create a new Acts sub-record that is repeatable and can be linked to Rights Statement sub-records
  • ANW-112 Enable Agents Links sub-records to be linked from Rights Statement sub-records
  • ANW-113 Revise the External Documents sub-record template for use with Rights Statement sub-records
  • ANW-114 For all rights types, migrate data from Rights Management sub-records fields that are being removed as indicated
  • ANW-115 Remove from all rights type templates and from the database the following fields: Active, Materials, Type Note, Permissions, Restrictions, Restrictions Start Date, Restrictions End Date, and Granted Note
  • ANW-118 Create tooltips for all newly added Rights Management sub-records fields, including those in the Acts and Notes sub-records
  • ANW-120 In accord with planned enhancements to the Rights Management sub-record, add fields to the database:
  • ANW-124 Revise the template for rights type Statute
  • ANW-125 Remove some reports
  • ANW-127 Remove XLSX Export Option from Reports
  • ANW-139 Remove the unintended functionality allowing users to create a rights statement subrecord for an agent
  • ANW-140 Migrate existing rights statements attached to agents to a note with type Rights Statement
  • Pull request #842 from uvalib/daogrp-fix EAD Daogrp fix: export multiple file versions as daogrp/daoloc
  • Pull request #874 Improvement to indexentry handling.
  • Pull request #890 Fix locale for PUI
  • Pull request #890 #885 from uvalib/issue-879 fix undefined method 'defaults_for'
  • Pull request #894 Tooltip edits received from the User Documentation subteam
  • Pull request #910 Change inheritance defaults for extent and langmaterial