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3 changes: 1 addition & 2 deletions README.md
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ArchivesSpace technical documentation
======================================
# ArchivesSpace technical documentation

* [Basic administration](./administration)
* [Getting started](./administration/getting_started.md)
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3 changes: 1 addition & 2 deletions administration/README.md
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Basic ArchivesSpace administration
===================================
# Basic ArchivesSpace administration

* [Getting started](./getting_started.md)
* [Running ArchivesSpace as a Unix daemon](./unix_daemon.md)
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15 changes: 7 additions & 8 deletions administration/backup.md
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Backup and recovery
====================
# Backup and recovery

# Creating backups using the provided script
## Creating backups using the provided script

ArchivesSpace provides some simple scripts for backing up a single
instance to a `.zip` file. You can run:
Expand All @@ -20,7 +19,7 @@ database settings from your configuration file and add a dump of your
MySQL database to the resulting `.zip` file.


# Managing your own backups
## Managing your own backups

If you want more control over your backups, you can develop your own
scripts. ArchivesSpace stores all persistent data in the database, so
Expand Down Expand Up @@ -57,7 +56,7 @@ following configuration settings:
AppConfig[:solr\_backup\_number\_to\_keep] = 1


# Recovering from backup
## Recovering from backup

When recovering an ArchivesSpace installation from backup, you will
need to restore:
Expand All @@ -70,7 +69,7 @@ are worth restoring if you have backups, but they can be recreated
from scratch if necessary.


## Recovering your database
### Recovering your database

If you are using MySQL, recovering your database just requires loading
your `mysqldump` backup into an empty database. If you are using the
Expand Down Expand Up @@ -100,7 +99,7 @@ to your ArchivesSpace data directory. For example:



## Recovering the search indexes and related indexer files
### Recovering the search indexes and related indexer files

This step is optional since indexes can be rebuilt from the contents
of the database. However, recovering your search indexes can reduce
Expand Down Expand Up @@ -130,7 +129,7 @@ For example:
/path/to/archivesspace/data/


## Checking your search indexes
### Checking your search indexes

ArchivesSpace ships with a script that can run Lucene's CheckIndex
tool for you, verifying that a given Solr index is free from
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9 changes: 4 additions & 5 deletions administration/getting_started.md
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Getting started with ArchivesSpace
===================================
#Getting started with ArchivesSpace

# System requirements
## System requirements

* Java 1.7 or 1.8.
* At least 1024 MB RAM allocated to the application; at least 2 GB for optimal performance.
Expand All @@ -16,7 +15,7 @@ MySQL is not required, but is **strongly** recommended for production use.
any data intended for production, including data in a test instance that you
intend to move over to a production instance.**

# Getting started
## Getting started

The quickest way to get ArchivesSpace up and running is to download
the latest distribution `.zip` file from the following URL:
Expand Down Expand Up @@ -49,7 +48,7 @@ written to the file `logs/archivesspace.out` (by default).
make sure that there are no spaces in any part of the path name in which the
ArchivesSpace directory is located.

## Start ArchivesSpace
### Start ArchivesSpace

The first time it starts, the system will take a minute or so to start
up. Once it is ready, confirm that ArchivesSpace is running correctly by
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3 changes: 1 addition & 2 deletions administration/indexes.md
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Re-creating indexes
====================
# Re-creating indexes

ArchivesSpace keeps track of what has been indexed by using the files
under `data/indexer_state`. If these files are missing, the indexer
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3 changes: 1 addition & 2 deletions administration/passwords.md
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Resetting passwords
====================
# Resetting passwords

Under the `scripts` directory you will find a script that lets you
reset a user's password. You can invoke it as:
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3 changes: 1 addition & 2 deletions administration/unix_daemon.md
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Running ArchivesSpace as a Unix daemon
========================================
# Running ArchivesSpace as a Unix daemon

The `archivesspace.sh` startup script doubles as an init script. If
you run:
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23 changes: 11 additions & 12 deletions administration/upgrading.md
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Upgrading to a new release of ArchivesSpace
============================================
# Upgrading to a new release of ArchivesSpace

* **[Special considerations when upgrading to v1.1.1]**
* **[Special considerations when upgrading to v1.1.0](./upgrading/UPGRADING_1.1.0.md)**
* **[Special considerations when upgrading from v1.4.2 to 1.5.x (these considerations also apply when upgrading from 1.4.2 to any version through 2.0.1)](./upgrading/UPGRADING_1.5.0.md)**
* **[Special considerations when upgrading to 2.1.0](./upgrading/UPGRADING_2.1.0.md)**

# Create a backup of your ArchivesSpace instance
## Create a backup of your ArchivesSpace instance

You should make sure you have a working backup of your ArchivesSpace
installation before attempting an upgrade. Follow the steps
under the [Backup and recovery section](./backup.md) to do this.

# Unpack the new version
## Unpack the new version

It's a good idea to unpack a fresh copy of the version of
ArchivesSpace you are upgrading to. This will ensure that you are
Expand All @@ -33,13 +32,13 @@ For example, on Mac OS X or Linux:
On Windows, you can do the same by extracting ArchivesSpace into a new
folder you create in Windows Explorer.

# Shut down your ArchivesSpace instance
## Shut down your ArchivesSpace instance

To ensure you get a consistent copy, you will need to shut down your
running ArchivesSpace instance now.


# Copy your configuration and data files
## Copy your configuration and data files

You will need to bring across the following files and directories from
your original ArchivesSpace installation:
Expand Down Expand Up @@ -72,7 +71,7 @@ Note that you may want to preserve the logs file (`logs/archivesspace.out`
by default) from your previous installation--just in case you need to
refer to it later.

## Configuration note
### Configuration note

Sometimes a new release of ArchivesSpace will introduce new
configuration settings that weren't present in previous releases.
Expand All @@ -87,7 +86,7 @@ uncommenting configuration options that won't be in your file if you
keep your older version.


# Transfer your locales data
## Transfer your locales data

If you've made modifications to you locales file ( en.yml ) with customized
labels, titles, tooltips, etc., you'll need to transfer those to your new
Expand All @@ -104,7 +103,7 @@ new additions in the new version locales files. Simply copy the values you wish
to keep from your old ArchivesSpace locales to your new ArchivesSpace locales
files.

# Run the database migrations
## Run the database migrations

With everything copied, the final step is to run the database
migrations. This will apply any schema changes and data migrations
Expand All @@ -120,7 +119,7 @@ Or on Windows:
$ cd archivesspace-1.5.x\archivesspace
$ scripts\setup-database.bat

# If you're using external Solr
## If you're using external Solr

It's recommeneded you check your version against the version included with
ArchivesSpace:
Expand All @@ -135,7 +134,7 @@ them if necessary (this is required for proper functionality).

https://github.com/archivesspace/archivesspace/tree/v1.5.x/solr

# If you've deployed to Tomcat
## If you've deployed to Tomcat

The steps to deploy to Tomcat are esentially the same as in the
[archivesspace_tomcat](https://github.com/archivesspace/archivesspace_tomcat)
Expand All @@ -162,6 +161,6 @@ any libraries from the previous ASpace version from your Tomcat classpath.
This will copy all the files over to Tomcat.
9. Start Tomcat

# That's it!
## That's it!

You can now start your new ArchivesSpace version as normal.
3 changes: 1 addition & 2 deletions administration/windows.md
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Running ArchivesSpace as a Windows service
===========================================
# Running ArchivesSpace as a Windows service

Running ArchivesSpace as a Windows service requires some additional
configuration.
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3 changes: 1 addition & 2 deletions architecture/README.md
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ArchivesSpace architecture and components
==========================================
# ArchivesSpace architecture and components

ArchivesSpace is divided into several components: the backend, which
exposes the major workflows and data types of the system via a
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7 changes: 3 additions & 4 deletions architecture/api.md
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Working with the ArchivesSpace API
===================================
# Working with the ArchivesSpace API

# Authentication
## Authentication

Most actions against the backend require you to be logged in as a user
with the appropriate permissions. By sending a request like:
Expand All @@ -16,7 +15,7 @@ authenticated, provide this token with subsequent requests in the
X-ArchivesSpace-Session: 8e921ac9bbe9a4a947eee8a7c5fa8b4c81c51729935860c1adfed60a5e4202cb


# CRUD
## CRUD

The ArchivesSpace API provides CRUD-style interactions for a number of
different "top-level" record types. Working with records follows a
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29 changes: 14 additions & 15 deletions architecture/backend.md
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The ArchivesSpace backend
==========================
# The ArchivesSpace backend

The backend is responsible for implementing the ArchivesSpace API, and
supports the sort of access patterns shown in the previous section.
Expand All @@ -10,7 +9,7 @@ JSON documents produced from instances of JSONModel classes.
The following sections describe how the backend fits together.


# main.rb -- load and initialize the system
## main.rb -- load and initialize the system

The `main.rb` program is responsible for starting the ArchivesSpace
system: loading all controllers and models, creating
Expand Down Expand Up @@ -52,7 +51,7 @@ the following facilities:
of each request.


# rest.rb -- Request and response handling for REST endpoints
## rest.rb -- Request and response handling for REST endpoints

The `rest.rb` module provides the mechanism used to define the API's
REST endpoints. Each endpoint definition includes:
Expand Down Expand Up @@ -96,7 +95,7 @@ time a request reaches the body of an endpoint:
exception, the transaction will be automatically rolled back.


# Controllers
## Controllers

As touched upon in the previous section, controllers implement the
functionality of the ArchivesSpace API by registering one or more
Expand All @@ -111,7 +110,7 @@ generally don't do much more than coordinate the classes from the
model layer and send a response back to the client.


## crud_helpers.rb -- capturing common CRUD controller actions
### crud_helpers.rb -- capturing common CRUD controller actions

Even though controllers are quite thin, there's still a lot of overlap
in their behaviour. Each record type in the system supports the same
Expand All @@ -124,7 +123,7 @@ helper methods that are invoked by each controller, providing methods
for the standard operations of the system.


# Models
## Models

The backend's model layer is where the action is. The model layer's
role is to bridge the gap between the high-level JSONModel objects
Expand Down Expand Up @@ -165,7 +164,7 @@ constructed by combining a number of mix-ins (Ruby modules) to satisfy
the requirements of the given record type. Features à la carte!


## ASModel and other mix-ins
### ASModel and other mix-ins

At a minimum, every model includes the `ASModel` mix-in, which provides
base versions of the following methods:
Expand Down Expand Up @@ -211,7 +210,7 @@ call to the next mix-in in the chain (eventually reaching ASModel),
then manipulate the result to implement the desired behaviour.


## Nested records
### Nested records

Some record types, like accessions, digital objects, and subjects, are
*top-level records*, in the sense that they are created independently
Expand Down Expand Up @@ -242,7 +241,7 @@ property of the incoming record. Each of these date records will be
automatically linked to the created accession.


## Relationships
### Relationships

A relationship is a link between two top-level records, where the link
is a separate, dynamically generated, model with zero or more
Expand Down Expand Up @@ -292,7 +291,7 @@ appropriate join tables in the database to store this relationship and
retrieve it later as needed.


## Agents and `agent_manager.rb`
### Agents and `agent_manager.rb`

Agents present a bit of a representational challenge. There are four
types of agents (person, family, corporate entity, software), and at a
Expand Down Expand Up @@ -334,7 +333,7 @@ This definition sets up the properties of that agent. It creates:



# Validations
## Validations

As records are added to and updated within the ArchivesSpace system,
they are validated against a number of rules to make sure they are
Expand Down Expand Up @@ -376,7 +375,7 @@ validations), while system-level validations are handled by the model
and the database schema.


# Optimistic concurrency control
## Optimistic concurrency control

Updating a record using the ArchivesSpace API is a two part process:

Expand All @@ -401,7 +400,7 @@ the latest version before applying their update.



# The ArchivesSpace permissions model
## The ArchivesSpace permissions model

The ArchivesSpace backend enforces access control, defining which
users are allowed to create, read, update, suppress and delete the
Expand Down Expand Up @@ -434,7 +433,7 @@ are a member of a group that has been assigned permission to perform
that action.


## Conceptual trickery
### Conceptual trickery

Since they're repository-scoped, groups govern access to repositories.
However, there are several record types that exist at the top-level of
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3 changes: 1 addition & 2 deletions architecture/background_jobs.md
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Background Jobs
================
# Background Jobs

ArchivesSpace provides a mechanism for long running processes to run
asynchronously. These processes are called `Background Jobs`.
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5 changes: 2 additions & 3 deletions architecture/jsonmodel.md
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JSONModel -- a validated ArchivesSpace record
==============================================
# JSONModel -- a validated ArchivesSpace record

The ArchivesSpace system is concerned with managing a number of
different archival record types. Each record can be expressed as a
Expand Down Expand Up @@ -57,7 +56,7 @@ instances (in JSON format), and much of the user interface's life is
spent turning forms into JSONModel instances and shipping them off to
the backend.

# JSONModel::Client -- A high-level API for interacting with the ArchivesSpace backend
## JSONModel::Client -- A high-level API for interacting with the ArchivesSpace backend

To save the need for a lot of HTTP request wrangling, ArchivesSpace
ships with a module called JSONModel::Client that simplifies the
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3 changes: 1 addition & 2 deletions architecture/oai-pmh.md
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OAI-PMH interface
====================
# OAI-PMH interface

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
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