Overview. Enhancement for Policy Configuration Module

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1 Overview Digital File Plicy Management: Cnfiguratin Mdule Enhancement and Inter-applicatin Plicy Sharing Digital file plicies determine hw digital files are prcessed befre being depsited int RUcre repsitry. WMS has a built-in mdule fr cnfiguring the sftware s that the file plicies set by the decisin-making bdies are enfrced in the wrkflw. This dcument specifies the requirement fr further expanding the WMS file plicy cnfiguratin functinalities, mainly t add cllectin level file plicy custmizatin capability, t imprve the cnfiguratin wrkflw, and t prvide the service fr ther RUcre sftware cnstituents t share the plicies set in WMS. Enhancement fr Plicy Cnfiguratin Mdule The enhancement includes adding the capability f cllectin level file plicy custmizatin, imprving the cnfiguratin wrkflw fr better efficiency and user experience, and adding generic display label as a cnfiguratin ptin. Cllectin Level File Plicy The current WMS cnfiguratin mdule allws cnfiguring system-wide digital file plicies. The key wrd here is system-wide. File plicies set fr each cntent mdel will apply t all cllectins. This becmes a prblem fr certain cllectins that have special needs fr file types allwed and file prcessing prcedures different frm the rest. Examples: cllectins in the Faculty Depsit and ETD. WMS wrks arund this issue by either creating a special cntent mdel t cver the special need f certain cllectins (e.g., ETD), r embedding sme file type filtering lgic int the sftware cde that wrks nly fr cllectins with special requirements (faculty depsit). The drawbacks f these appraches are bvius: Adding special cntent mdel breaks the cncept f cntent mdel emplyed in RUcre repsitry, and the hard cded plicy filter in the sftware destrys the design principle f WMS, and has been prven t be extremely errr-prne and hard t maintain. T slve the prblem, WMS needs fllwing changes: 1. System-wide digital file plicies becme the default plicies fr all cllectins. 2. Add the capability f cnfiguring cllectin-level digital file plicies. 3. Cllectin-level plicies, if set, verride the default plicies. 4. Cllectin-level plicies shuld bey the cllectin hierarchy principles children cllectins inherit parent cllectin plicies unless a different set f plicies have been set specifically fr a child cllectin. 5. WMS digital file handling mdule needs t be mdified t implement the abve plicy scheme changes. Plicy Cnfiguratin Wrkflw Enhancement

2 The wrkflw f WMS file plicy cnfiguratin mdule needs t be simplified. One currently needs t g thrugh and set plicies fr every single ne f all file types fr all archive types in all cntent mdels. When the number f cntent mdels and file types grw, especially when sftware installatin and migratin must take place and fresh new plicies need t be set, this becmes an verwhelming task, and has been prven t be very errr-prne. Prpsed WMS changes: WMS file plicy cnfiguratin mdule prvides a hierarchical plicy tree as fllws: 1. Hw each pssible archival file type (r mre technically, archivetype generatin filetype cmbinatins) shuld be prcessed is called File Prcessing Rules. The rules that will apply t mst f cntent mdels are called default rules, and they need t be manually set, but nly nce fr each archival type. The default rules fr all archival file types becme a pl f default rules and will be later used fr cnfiguring cntent mdel file plicies. Example: Rule fr master-riginal-tiff Rule fr master-riginal-wav Rule fr presentatin-pdf Rule fr thumbnail-jpeg 2. If a different set f rules must be specified fr certain archival types in certain cntent mdel, WMS shuld allw setting f named rules and frm the pl f named rules. 3. Setting file plicies fr each cntent mdel becmes simply selecting frm existing rules frm the pls created in step 1 and/r 2. Add Generic Datastream Label as Cnfiguratin Optin RUcre and DLR websites need user custmizable label fr displaying datastream url. WMS shuld prvide fllwing mechanism t allw flexible label creatin fr each datastream: 1. In WMS cnfiguratin mdule, digital file sectin, add an ptin fr entering generic label fr each archival file type. This entry will be used as the url label if nt verridden later by catalger. 2. In WMS digital file handling mdule, add a datastream label entry field fr each file type t be prcessed. This field shuld be an ptinal entry field. If user entry is fund, the value will replace the generic label set in step 1. Plicy Service Sharing the Plicies within RUcre Sftware Suite Digital File Plicies

3 Digital file plicies are used nt just in WMS, but in ther applicatins in the RUcre sftware suite as well. DLR applicatin needs t knw the allwable datastreams and their mimetypes fr its adddatastream functinality. RUcre website get API als needs this infrmatin t deliver datastreams t the end user, and s n. Currently each f these applicatins acts n its wn based n prgrammers understanding f the plicies n paper. This has caused unnecessary duplicate wrk and has the ptential fr errrs that are difficult t diagnse. The prpsed slutin is t have a centralized lcatin where digital file plicies n paper are cnverted int sftware-understandable representatin. WMS file plicy cnfiguratin mdule, which allws easy cnfiguratin f digital file plicies, is the lgical candidate fr undertaking this rle. Changes in WMS: WMS needs t utput fllwing infrmatin frm file plicies t share with ther applicatins: Cntent mdels apprved fr RUcre. Archival types allwed fr each cntent mdel. File types under each archive type fr a given cntent mdel. Miscellaneus infrmatin abut each file type, such as mimetype, filename extensin, etc. Digital File Presentatin Rules Fr each datastream stred in Fedra repsitry, RUcre website needs t knw hw t render its infrmatin and deliver it t the end user. Currently the rules are manually created and stred in an xml file. It is prpsed that the prcess f setting these rules be cnslidated int WMS cnfiguratin utility. Changes in WMS: A) A new presentatin rule cnfiguratin mdule needs t be added t WMS. B) WMS needs t utput these rules t share with RUcre website applicatin. WMS must be able t set and share fllwing rules: sequence (des this datastream supprt sequencing?) separatr (what separatr is used between dsid and sequence number?) prtect (prtect frm retrieving?) xacml (xacml plicy exists fr this datastream?) brieflist (return in a brief list f datastream infrmatin) fulllist (return in a full list f datastream infrmatin) dispsitin (instructs hw a MIME user agent shuld display an attached file. Values are 'inline', 'attachment', r 'hidden'.) mediaserver (what media server shuld be used t render this datastream. Values are 'nne', 'wwza', 'darwin', and 'djatka'.) Sharing the Digital File Plicies and Presentatin Rules T share the mst updated WMS file plicies with all the ther RUcre applicatins, we prpsed fllwing WMS changes:

4 Output the digital file plicies and presentatin rules as an xml file and save it in a cmmn lcatin in the file system accessible by all applicatins. Whenever changes are made t the file plicy in WMS, dumping f the plicy xml is triggered. The plicy xml shuld be viewable in WMS file plicy cnfiguratin page. The xml file will have fllwing structure (dummy xml example, nt a schema): <dfplicies> <plicygrp type="cntentmdel" name="bk"> <plicygrp type="typeofresurce" name="text"> <plicy archtype="master"> <datastream id="tiff" type="digitalobject" generatin="riginal"> <mimetype>image/tiff</mimetype> <extensin>tif</extensin> <extensin>tiff</extensin> <presentatin> <display>true</display> <sequence>false</sequence> <separatr>-</separatr> <prtect>false</prtect> <xacml>false</xacml> <brieflist>false</brieflist> <fulllist>true</fulllist> <dispsitin>inline</dispsitin> <mediaserver>nne</mediaserver> </presentatin> </plicy> <plicy archtype="presentatin"> <datastream id="djvu" type="digitalobject" generatin="nne"> <mimetype>image/x.djvu</mimetype> <extensin>djvu</extensin> <datastream id="pdf" type="digitalobject" generatin="nne"> <mimetype>applicatin/pdf</mimetype> <extensin>pdf</extensin>

5 </plicy> <plicy archtype="searchxml"> <datastream id="xml" type="digitalobject" generatin="nne"> <mimetype>text/xml</mimetype> <extensin>xml</extensin> </plicy> <plicy archtype="thumbnail"> <datastream id="jpeg" type="digitalobject" generatin="nne"> <mimetype>image/jpeg</mimetype> <extensin>jpeg</extensin> <extensin>jpg</extensin> </plicy> </plicygrp> </plicygrp> <plicygrp > </plicygrp > < plicygrp type="cntentmdel" name="audi"> < plicygrp type="typeofresurce" name="sund > < plicy archivetype ="master > </ plicy> </ plicygrp > </plicygrp> </dfplicies>

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