Deploy and Upgrade notes¶

3.12.1¶

This release updates PPA to run against Solr 9, with a new configset. Solr configuration should be updated and all content should be indexed into the new Solr 9 core:

python manage.py index -i work
python manage.py index_pages

3.12¶

Settings are now configured with django-split-settings as a module; local_settings.py must be moved to ppa/settings/local_settings.py
Index ids for excerpts have changed; this requires reindexing works and pages for excerpts and articles; pages should be indexed after running rsync. To reindex works:
```
python manage.py index -i work
```
Local pairtree data should be updated for all HathiTrust works:
```
python manage.py hathi_rsync
```
After pairtree content has been updated, pages should be updated in Solr:
```
python manage.py index_pages
```
Digital page ranges for HathiTrust excerpts should be corrected using a CSV file provided by the project team:
```
python manage.py adjust_excerpts HT_excerpt_corrections.csv
```

3.11.2¶

This version includes a wagtail upgrade, which requires running a script to rebuild the references index:
```
python manage.py rebuild_references_index
```
This version enables wagtail search for content admin functionality. You must update the wagtail index:
```
python manage.py update_index
```

3.10¶

Project contributors with specific years of involvement should be updated to move years from their name to the new project years field
Editorial articles with editors can be updated to specify the editors in the metadata instead of the article text
Editorial articles can now be updated with DOI. - To include a DOI in an editorial PDF: reserve a DOI, add it to the article, create the PDF, then deposit the PDF and publish the DOI
Editorial articles can link to published PDF versions of the article

3.9¶

Noted that PUL is running Solr 8.4; tests, documentation, and local environments ought to change accordingly.

3.8¶

Now using nodejs v16.14; should be installed on destination servers. On CentOS, sudo yum install nodejs-16.15.0 should work.
Clusters to aggregate groups of works should be imported via import_clusters script and CSV provided by project team.
The new work clustering logic requires reindexing all pages:
```
python manage.py index_pages
```

3.7¶

Gale API client requires GALE_API_USERNAME and MARC_DATA in local settings.
Gale/ECCO MARC records must be made available for import by splitting out binary MARC into a local pairtree storage:
```
python manage.py split_marc ECCO1a-prin77918.mrc ECCO1b-prin77918.mrc ECCO2-prin77918.mrc
```
Reindex all works and pages to ensure that thumbnails for HathiTrust materials display correctly, and pages and works are grouped correctly in search results:
```
python manage.py index -i work
python manage.py index_pages
```
Import Gale/ECCO records using the CSV file provided by the project team:
```
python manage.py gale_import -c ecco_works.csv
```
Convert HathiTrust records to Excerpts or Articles using CSV files provided by the team:
```
python manage.py hathi_excerpt hathitrust_excerpts.csv
```

3.6¶

Updates to javascript build tools used to compile fomantic-UI now require that the version of nodejs be at least v10. This is already specified via the README, but take care that deployment environments respect it or build errors will occur.

3.5¶

Configuration and Solr schema changes are needed, now that PPA uses parasolr for Solr schema management and indexing.
1. Update local settings with the new solr configuration syntax (see
local_settings.py.sample)
1. Copy all files under solr_conf into the conf directory of a new Solr configset, using the same name you put in local settings.
2. Run python manage.py solr_schema to update (and optionally create) your configured Solr core with your configured configset.
3. Index data into your new solr core:
python manage.py index -i work python manage.py index_pages
HathiTrust Data API client code has been removed in favor of using rsync. Configurations for HATHITRUST_OAUTH_KEY and HATHITRUST_OAUTH_SECRET are no longer needed in local settings.

3.2¶

Requires configurations for HATHITRUST_OAUTH_KEY and HATHITRUST_OAUTH_SECRET in order to use HathiTrust Data API for adding new items from HathiTrust.
New functionality for adding items from HathiTrust requires that Django application have permission to add new files and directories from the HathiTrust pairtree data stored in HATHI_DATA.
An update to Solr to include last modification dates for use in HTTP response headers requires a schema update and work reindex:
```
python manage.py solr_schema
python manage.py index
```

3.0.1¶

Title searching and boosting requires an update to solrconfig.xml. Before deploying new code, solr_conf/solconfig.xml should be copied to the core’s conf directory and the core reloaded, or Solr restarted.

3.0¶

Solr field boosting requires an updated solrconfig.xml. Before deploying new code, solr_conf/solconfig.xml should be copied to the core’s conf directory and the core reloaded, or Solr restarted.
Revised Solr field names, updated collection search logic, and field boosting require the index to be cleared and reindexed:
```
python manage.py index --clear all --index none
python manage.py solr_schema
python manage.py index
```
Admin functionality for suppressing digitized works requires that the Django application have permission to delete files and directories from the HathiTrust pairtree data stored in HATHI_DATA.
Adds a new contributor page type, which allows selecting a list of people to display as project members and board members. If there is an existing contributor content page, it should be removed and replaced with a contributor page with the slug contributor.

0.11¶

GTAGS_ANALYTICS_ID should include the property ID for the site, in order
to enable Google Analytics on non-preview pages.

0.10¶

Switching from Mezzanine to Wagtail requires a manual migration before installing the new version to avoid migration dependency conflicts:
```
python manage.py migrate pages zero
```
Wagtail provides predefined groups for Editor and Moderator. Users who were previously in the Content Editor group should be added to one of these, and the Content Editor group should be removed.
To benefit from new logic for cleaning metadata fields on import, the HathiTrust import should be run:
```
python manage.py hathi_import -v 0 --progress --update
```
Solr schema changes for this release require an updated solrconfig.xml with additional <lib/> declarations. Copy solr_conf/solrconfig.xml to the Solr core’s conf directory, and then restart the Solr server to enable the new library paths.

Because this includes a Solr schema field type change that cannot be converted automatically, the index must be cleared before changing the schema, and then all content must be reindexed:
```
python manage.py index --clear all --index none
python manage.py solr_schema
python manage.py index
```
Run python manage.py setup_site_pages to create stub pages for all site content needed for main site navigation.

0.9¶

Configure a TECHNICAL_CONTACT email address in local settings to set a From header on requests made against the HathiTrust API.
Logic for populating local records from HathiTrust has changed; records need to be updated:
```
python manage.py hathi_import -v 0 --progress --update
```
This update requires a Solr schema update and a full reindex; due to changes in page indexing, pages must also be cleared from the Solr index:
```
python manage.py solr_schema
python manage.py index --clear pages
```

0.8 Search filtering and highlighting¶

The Solr schema has been modified and must be updated:
```
python manage.py solr_schema
```
The Solr schema change requires reindexing content. It is recommended to clear out your Solr index and reindex everything:
```
python manage.py index
```

A fixture has been provided with site page content. Load via:

python manage.py loaddata ppa/archive/fixtures/pages.json

Note

The previous import and index script has been broken into two scripts. For a fresh install, run hathi_import as before to import content into the Django database and then run index to index work and page content into Solr.

0.5 Bulk Import and Simple Search¶

Configure your database in local settings and run migrations:
```
python manage.py migrate
```
Create a new Solr core with a basic configuration and managed schema:
```
solr create -c SOLR_CORE -n basic_configs
```
Configure the Solr core name and urls in local settings, and then update the schema:
```
python manage.py solr_schema
```
Bulk import assumes you already have a local copy of the desired HathiTrust materials retrieved via rsync (see https://www.hathitrust.org/datasets). Be sure to include pairtree version and prefix files in the rsync data. The path to the top directory of the local Hathi data should be configured in localsettings as HATHI_DATA. Once the data is present and the path is configured, run the import script (with optional progress bar):
```
python manage.py hathi_import
python manage.py hathi_import -v 0 --progress
```