Mark & Richard,

A few clarifications that may help.

In DSpace 1.8.x, SWORD & AIP Backup/Restore use similar methods to 
process and ingest a METS/AIP package.

SWORD (v1 & v2), by default, uses the 
org.dspace.content.packager.DSpaceMETSIngester class (though it can now 
be configured to use a different ingester via the 
'mets-ingester.package-ingester' setting).

AIP Backup & Restore uses the 
org.dspace.content.packager.DSpaceAIPIngester class.

Although these are separate Ingester classes, both DSpaceMETSIngester & 
DSpaceAIPIngester extend the AbstractMETSIngester abstract class, which 
performs most of the actual METS/AIP ingestion processing.

When the METS/AIP package refers to an Item, this AbstractMETSIngester 
class calls PackageUtils.finishCreateItem() to actually apply any 
workflows or install the item (using InstallItem as appropriate).

https://github.com/DSpace/DSpace/blob/master/dspace-api/src/main/java/org/dspace/content/packager/PackageUtils.java#L504

So, in both cases, InstallItem should be used appropriately (at least in 
the latest 1.8.x codebase).

That all being said, I have never tried to set an embargo via SWORD (and 
haven't had a chance to test this out). So, I cannot verify one way or 
another whether this actually works in 1.8.x.

- Tim


On 5/3/2012 3:13 PM, Mark Diggory wrote:
> Certainly,
>
> I believe, in previous dialogs with Tim, he suggested it would as long
> as the metadata fields mapped appropriately to the existing
> configuration.  The questions sounds like its important to determine if
> AIP Restore, like SWORD is using InstallItem or not.
>
>     Case 2 (fails) - SWORD goes straight in (no workflow) - this uses
>     some code in the METsPackager to create and install the item, not
>     InstallItem (I think, have to check the code), so it misses the
>     embargo checking.
>
>
> I'd say that having SWORD "not" do this and use InstallItem more
> appropriately would be an important consideration. Many other
> considerations come into play when the standard mechanism for installing
> items is circumvented.
>
> Mark
>
> On Thu, May 3, 2012 at 1:01 PM, Richard Rodgers <[email protected]
> <mailto:[email protected]>> wrote:
>
>     Hi Mark:
>
>     We may, but we should first determine whether the METsPackager is
>     functioning correctly now. Tim D did the METSPackager work in
>     support of the AIP backup/restore,
>       and I'm pretty sure restoring embargo state was a use-case. As
>     least, it *should* be.
>
>     Richard
>
>
>     On May 3, 2012, at 3:55 PM, Mark Diggory wrote:
>
>>     I'm determining if we would want to add some of these details to
>>     our Advanced Embargo Support business/technical requirements for
>>     DSpace 3.0.
>>
>>     https://wiki.duraspace.org/display/DSPACE/Advanced+Embargo+Support
>>
>>     Best,
>>     Mark
>>
>>     On Tue, Apr 3, 2012 at 2:52 PM, Richard Rodgers <[email protected]
>>     <mailto:[email protected]>> wrote:
>>
>>         Ignasi:
>>
>>         A little more detail on Tim's point: the code paths are a
>>         little different when submissions go through workflow:
>>
>>         Case 1 (which works) - SWORD deposit goes into workflow. When
>>         it exits workflow, 'InstallItem.installItem()' gets called,
>>         which in turn calls EmbargoManager to set embargo if necessary.
>>
>>         Case 2 (fails) - SWORD goes straight in (no workflow) - this
>>         uses some code in the METsPackager to create and install the
>>         item, not InstallItem (I think, have to check the code), so it
>>         misses the embargo checking.
>>
>>         A lot of work has been done on packager code since 1.6, and
>>         I'm guessing it would work OK on later releases, at least 1.8
>>
>>         So it does appear that it's a 1.6 (packager) bug. Your options
>>         are to patch 1.6 (possible, but will take some analysis and
>>         testing), or live with putting SWORD deposits through workflow
>>         until you upgrade...
>>
>>         Richard R.
>>
>>
>>         On Apr 3, 2012, at 5:01 PM, Tim Donohue wrote:
>>
>>         > My apologies, Ignasi,
>>         >
>>         > It was pointed out to me that this *should* be possible, as
>>         per our
>>         > DSpace 1.8 Documentation:
>>         >
>>         >
>>         
>> https://wiki.duraspace.org/display/DSDOC18/Embargo#Embargo-Termsassignment
>>         >
>>         > It explicitly states:
>>         > "The first step in placing an embargo on an item is to
>>         attach (assign)
>>         > 'terms' to it. If these terms are missing, no embargo will
>>         be imposed.
>>         > As we will see below, terms are carried in a configurable DSpace
>>         > metadata field, so assigning terms just means assigning a
>>         value to a
>>         > metadata field. This can be done in a web submission user
>>         interface
>>         > form, in a SWORD deposit package, a batch import, etc. -
>>         anywhere
>>         > metadata is passed to DSpace."
>>         >
>>         > My previous message was incorrect.  I forgot that DSpace
>>         Embargo can be
>>         > set by merely passing in a DC metadata field.  So, it
>>         *should* be
>>         > possible to set an embargo via the DSpace SWORD field
>>         (assuming you just
>>         > pass in the embargo terms as the configured metadata field).
>>         >
>>         > I now wonder if this is a bug in DSpace 1.6.x.  I'm not sure
>>         if anyone
>>         > has tried this in more recent versions of DSpace?
>>         >
>>         > - Tim
>>         >
>>         > On 4/3/2012 3:10 PM, Tim Donohue wrote:
>>         >> Hi Ignasi,
>>         >>
>>         >> Unfortunately, I don't believe this is possible, as SWORD
>>         doesn't
>>         >> support the idea of an "item-level embargo". The Item
>>         Embargo feature
>>         >> you are talking about is specific to DSpace.
>>         >>
>>         >> The only way I can think of doing this is to submit the
>>         item via SWORD
>>         >> into a collection that has a workflow approval process
>>         setup (with the
>>         >> edit metadata step). Then you'd have to have someone
>>         manually go into
>>         >> the edit metadata step and manually add in the embargo.
>>         I've never tried
>>         >> this myself, but I think it may work.
>>         >>
>>         >> - Tim
>>         >>
>>         >> On 3/29/2012 4:03 PM, Ignasi Labastida i Juan wrote:
>>         >>> Hi,
>>         >>>
>>         >>> We are implementing the embargo feature in our institutional
>>         >>> repository. It seems to work fine.
>>         >>> We are also connecting our Research Information System
>>         with the IR
>>         >>> using the sword protocol.
>>         >>> Now we have found a problem when we send a document with
>>         embargo to a
>>         >>> collection without workflow. The item sent via sword goes
>>         to the
>>         >>> collection with all the metadata but without embargo. The
>>         embargo
>>         >>> terms and metadata arrive fine.
>>         >>> The same item is sent to a collection with workflow via
>>         sword, using
>>         >>> the same METS file, and once is accepted by the
>>         administrator the
>>         >>> embargo goes on.
>>         >>>
>>         >>> Any hint?
>>         >>>
>>         >>> Is it possible to send the embargoed item to a collection
>>         without
>>         >>> workflow?
>>         >>> We have DSpace 1.6.2 and Sword 1.3
>>         >>>
>>         >>> Thanks
>>         >>>
>>         >>> Ignasi Labastida
>>         >>> Universitat de Barcelona
>>         >>>
>>         >>>
>>         
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