-------------------------------------------------------------- Scout Portal Toolkit / Collection Workflow Integration System -------------------------------------------------------------- Copyright 2001-2008 Internet Scout http://scout.wisc.edu -------------------------------------------------------------- ----- SPT/CWIS CHANGE HISTORY -------------------------------- 1.5.0 2008 Mar 31 22:00 GMT (CWIS-only release) - new XML-based controlled vocabulary import support - new OAI harvest log display - new "Refine Search" option on search results page - new Search Log display - new Failed Search Log display - 100% web-based installation (beta) - many minor and a few not-so-minor bug fixes 1.4.2 2007 Nov 1 22:30 GMT (CWIS-only release) - beta release - added support for per-field permissions - added new resource editor - added new Collection Administrator user role - sepearated Admin interface into Collection/User/System - added event logging - added custom privilege flags - revamped Advanced Search interface to reduce complexity - added simple resource suggestion interface - added "Recent Searches" box - added resource record problem reporting - IMPORTANT: minimum MySQL version is now 4.1 1.4.1 2007 May 30 23:30 GMT (CWIS-only release) - beta release - PHP 5 and MySQL 5 compatible - added support for synonyms in search - converted to use superglobals (PHP 4.1.0 or later now required) - completely revamped new account signup and "forgotten password" mechanisms - added anti-spam protection to feedback form - greatly sped up advanced searches that have limits - added new "File" base metadata field type - added new AJAX-style quicksearch in Metadata Tool for Tree fields with more than 250 values - incorporated all outstanding security patches - various minor bug fixes 1.4.0 2006 Jan 25 20:00 GMT - completely overhauled search top-level infrastructure - introduced new "include/SPT--Local.php" file that can be used to define specific user-coded functions (see include/SPT--Local--EXAMPLE.php) - all searches are now linkable and bookmarkable - added support for defining saved search e-mail header values (see SPT--SearchMailTemplate--Body.txt) - field lists in Advanced Search are now alphabetical - revised fielded searching mechanism (OSMASE) to reduce memory usage - new "My Searches" box now available (CWIS UI only) - added site keyword configuration (for Google and other search engines to pick up when spidering) - updated OAI-SQ support to match full protocol extension - added accessibility metadata fields to default CWIS schema and Access Match feature to hilight resources where those fields match Accessibility preferences as determined for user via mini-wizard - added capability to add parameters to filter records available for OAI (see SPT--Local--EXAMPLE.php) - added RSS feed importing and display capabilities (CWIS UI only) - added PHP configuration display option - user is now returned to current page when logging in if appropriate - added RSS feed indicator for RSS-aware browsers - "Test OAI" link updated - various minor bug fixes 1.3.1 2004 Oct 27 16:00 GMT - added accessibility "mini-wizard" as partial support for ACCLIP - added support for OAI-SQ (OAI search query extension) - added ability to page through user list - added support for removing user forum posting access from within forums - added ability to delete Tree field values that have child values or have resources assigned to them - added support for searching controlled name variants - expanded number of date entry formats supported - various minor bug fixes 1.3.0 2004 Aug 6 20:00 GMT - beta release - synchronized SPT and CWIS version numbers - added support for OAI sets - added ability to export Tree, Controlled Name, and Option fields via the Metadata Field Editor - replaced integrated search engine with OSMASE version of engine (adds improved internal query support) - increased field size for adding/editing classifications to 120 characters - importing of data will now translate \t and \n (tab and newline) to literal values - added support for customizable templates for saved search e-mails - added an optional unique field for data import - replaced most application-level SQL direct queries with calls to object methods - fixed more E_NOTICE warning messages - fixed bug that generated htmlspecialchars() error - various minor bug fixes 1.2.3 / 1.1.1 2004 Apr 28 18:00 GMT - added new "Personal Resource Administrator" user privilege flag that only allows entering new resources and editing resources you have entered - new interface for assigning controlled names and classifications if the there are less than 250 - "Records Per Page" on Advanced Search now remembers the value you entered - improved handling of diacritics (Unicode) - eliminated obsolete ClassificationTypes and ControlledNameTypes tables - importing users now supports user privileges - added new DateOfRecordRelease field - fixed bug where multi-word controlled name or classification fields didn't work - fixed many E_NOTICE warning messages - various minor bug fixes 1.2.2 / 1.1.0 2004 Feb 11 20:30 GMT - added support for multiple tree (classification) fields - added ability to populate tree fields with prepackaged GEM subject taxonomy - added support for unicode UTF-8 character coding - improved import and export utilities - revamped saved search (user agent) feature - fixed import user bug which created empty user accounts - various minor bug fixes 1.2.1 / 1.0.1 2003 Nov 26 18:30 GMT - revised resource summary display (in SPT--Common.php) to reduce system load - various minor bug fixes 1.2.0 / 1.0.0 2003 Nov 14 20:00 GMT - added RSS and OAI links and test buttons to admin page - added registration capability on admin menu - purge sample records now also purges controlled names - can now specify administrator's email during install - user account management has been improved - metadata tool page now reports accurate number of controlled names - various minor bug fixes 1.1.8 / 0.9.4 2003 Oct 30 20:00 GMT (CWIS-only release) - added "newinterface" script to create new UI to use as starting point for customization - added instructions for creating and customizing a new UI - added low vision / CSS user interface - added ability to search for user accounts - added ability to delete users - added permission flags to control whether a user can post resource comments or post to forums - various minor bug fixes 1.1.7 / 0.9.3 2003 Sep 26 18:00 GMT - fixed upgrade-related bug that could initially leave users with non-functional UI setting - CWIS-only release 1.1.6 / 0.9.2 2003 Sep 23 20:30 GMT (CWIS-only release) - first beta release of CWIS - revamped OAI configuration interface - added user interface themes [CWIS only] - added capability to specify display and editing order of metadata fields - added specification of administrator login and password during installation - revamped default metadata schema to include all fields supported under nsdl_dc [CWIS only] - added initialization of OAI configuration to plausible values during installation - fixed various minor bugs 1.1.5 / 0.9.1 2003 Sep 16 02:30 GMT (CWIS-only release) - added support for OAI harvesting of nsdl_dc format - updated help - revised OAI field mapping mechanisms - added support for OAI harvesting of qualified metadata - tweaked sample data to demonstrate greater variety - revised default schema to contain all fields supported by nsdl_dc harvesting format - added notes clarifying DC encoding scheme usage - added specific support for allowing and displaying non-destructive HTML tags within text and paragraph field data and user comments - added support for administrator editing of About content - fixed various minor bugs 1.1.4 / 0.9.0 2003 Sep 4 00:30 GMT (CWIS-only release) - first (alpha) release of CWIS - added support for qualifiers - added additional stats to MT home page [CWIS only] - revised (internal) image storage format - revised (internal) Metadata Tool infrastructure - added option to disable announcements - fixed various minor bugs 1.1.3 2003 May 23 14:30 GMT (SPT-only release) - fixed bug that prevented dates containing full month names from being parsed correctly - fixed bug that could cause server log error messages when controlled name field had no names entered - fixed bug that could cause searches to fail where a possessive word form is followed by a word that begins with an upper case letter - fixed bug where editing or searching for a controlled name that contained special characters (quotes, etc) could cause an SQL error - fixed bug that could cause the word "Array" to appear at the top of the Edit Resource or Preferences pages - fixed bug that could cause Next Results to not display the correct resources in the Edit Resource search - fixed bug that could cause Previous Results in search to give you the same page of results - Date Issued is no longer a Required by SPT field - fixed bug that could prevent flag fields whose default was True from being disabled - option lists in Add/Edit Resource are now sorted alphabetically - changed "Image" metadata field type to "StillImage" to comply with DCMI - fixed bug that could cause searches for Added By and Last Modified By to not work correctly - Added By and Last Modified By now appear in the full record display if the user has RESOURCE_ADMIN privs - added System Configuration flags for disabling updating of the search and recommender databases to speed up adds, updates, and deletes of resources - added check in Metadata Field Editor to prevent adding two fields with the same name, which could create a database inconsistency - added full support for searching Date and TimeStamp fields (may enter date ranges and dates in various formats) - revised Help layout and content 1.1.2 2003 Mar 13 22:00 GMT (SPT-only release) - code cleanup to better support register_globals = OFF - fixed bug where full page display only displayed one classification - fixed bug where sql errors occurred in RedHat 8 when assigned controlled names - fixed bug where option fields were not being displayed in full record - the title on full record display is now hyperlinked to the url - fixed bug where classification label was being displayed on full record display even if no classification existed - fixed bug where purged records would display as empty records if searched for - fix bug where import would fail if the import file contained more than 500 lines - changed Add New Record to display default values for all fields prior to adding record - fixed bug where selected option values were not being displayed on full record display - fixed bug that could cause image thumbnails to not be displayed under certain circumstances - fixed bug that could cause phrase searching to fail when image fields are included in searchable field list 1.1.1 2003 Feb 27 22:30 GMT (SPT-only release) - made Url metadata field no longer required by SPT - fixed various bugs related to interface customization - added legal notice in system configuration - dates with format MM/DD/YY are now supported - fixed full record links on Recommendation Sources screen - Date Issued, Url, and Description are no longer required on import - help is now displayed more consistently - fixed bug where Image title was always Image Url in RSS - fixed bug where disabled controlled names where still displayed in the full record - fixed bug where export would not export records that did not have an assigned controlled name or classification - simplified and improved data export and import - added ability to export all resource records - improved logo file upload error handling - improved image upload error handling 1.1.0 2003 Feb 11 20:30 GMT (SPT-only release) - reworked many parts to run better under PHP safe_mode - added image field type and the ability to upload images to a resource record - added support for customization of colors and logo in default user interface (now called "SPT Blue") - revised recommender system DB rebuild to reduce memory usage for larger collections - fixed bug that caused recommender system manual DB rebuild to fail on some systems - fixed bug which caused an SQL error when assigning a classification using Linux 8.x - added ability to browse and upload an import file - added the number of resources associated with a classification on the Assign Classifications page - when clicking on the name of a person posting to a forum, SPT now launches an e-mail compose page with the subject line filled in from the message - fixed various display bugs in the Clean Orange interface - fixed bug where previous "edited by" comment and forum messages where editable - added distinct Release Flag privilege - added distinct Edit User Account privilege - fixed various bugs associated with Apache safe-mode - changed Date Issued to no longer be a required field - fixed bug where invalid Date Issued values were not handled correctly - fixed bug where the moderator was not being set correctly when adding a new forum - fixed bug where user searches were not being save correctly - fixed bug where user agents would not always run - fixed bug where exported files were not always getting generated - import and export files are now created in a local /TempStorage directory instead of /tmp - changed option list default values to be used for adding new resources instead of advanced search - changed User Agent handling on the preferencs screen to suppress the Save User Agents button when no saved searches existed - only one header bar is now displayed in forums when there are no messages associated with a topic 1.0.2 2003 Jan 3 21:30 GMT (SPT-only release) - fixed bug where assigned classifications would replicate prior to adding the record - fixed bug where assigning a classification that already exited would cause a syntax error - fixed bug where rebuilding the search DB would cause an infinite loop - added ability to page through old (older than 30 days) news items - fixed bug where new controlled name types were getting added with the wrong ControlledNameTypeId - added ability to search by Last Modified By in the metadata tool - fixed bug where you could get to preferences via help if not logged in - fixed bug that prevented SQL commands from being run in certain situations during an upgrade installation - revised home page generation to allow HTML tags in announcement headings and text - fixed various issues with RSS export to comply with RSS 2.0 standard 1.0.1 2002 Nov 20 20:00 GMT (SPT-only release) - reduced install execution time to help avoid exceeding default 30-second limit imposed by PHP - added work-around for PHP config value register_globals being set to OFF - fixed bug with resumption tokens in OAI 2.0 support - added additional exception checking to OAI 2.0 support - fixed bug with permission checking in Metadata Tool 1.0.0 2002 Nov 15 19:00 GMT (SPT-only release) - added resource comments - added support for OAI 2.0 harvesting (export) - added support for filtering searches based on their cumulative user rating - fixed bug that could prevent Advanced Search from working on imported data - added ability to import user accounts - added e-mail links to resource editors in Metadata Tool - added dynamically-generated metadata field help in Metadata Tool based on local field definitions - fixed various minor bugs 0.9.7 2002 Oct 17 20:30 GMT (SPT-only release) - added metadata field editor, which allows all types of fields to be added, deleted, or disabled,and gives control over field labels, search weighting, and much more - revised many of the system internals to accomodate the greatly increased flexibility introduced by the metadata field editor - added system configuration parameter to set the maximum number of "News & Announcements" entries to be displayed on the front page - install now creates installation directory if it doesn't already exist - revised User Agent e-mail message format to include the portal name (as defined in System Configuration) - added option for resource administrators to have a User Agent check for new resources every hour - added option to e-mail password to user if forgotten - improved date entry, so most common date formats can be entered - fixed various minor bugs 0.9.6 2002 Jul 26 02:00 GMT (SPT-only release) - added import of sample resource data during installation - an option is provided to purge sample resource data and classifications from the database - a bug with resource record ID assignment was fixed - an initial message must be posted as part of adding a new forum topic - a bug that made the Forum and Topic title bars invisible has been fixed - an option for exporting resource data in a tab-delimited format is now provided - searching for controlled names and clasifications in the Metadata Tool has been made more consistent with resource searching - fixed various minor bugs 0.9.5 2002 Jun 26 22:00 GMT (SPT-only release) - added Forums (bulletin boards) - added Recommendations (content-based recommender system) including a "Why was this resource recommended to me?" feature - added display of resource ratings on front page, while browsing, and in search results - revised classification and controlled name handling in Metadata Tool - added option to set default release flag status - fixed various minor bugs 0.9.4 2002 May 21 20:30 GMT (SPT-only release) - added resource rating - added ability for user to save Advanced Search settings - added "user agents" to run preset searches at specified time and mail results to user (allows users to be automatically notified of new resources) - added RSS 0.9.2 export (allows other sites to display new headlines (resource titles) from your site) - revised Advanced Search to support result ranking by relevance - added support for Google-style "and" searching (all terms required in all search results) - added option for administrator to specify default search term handling ("and" or "or") - expanded online help 0.9.3 2002 Apr 5 20:30 GMT (SPT-only release) - added support for prepending words with "-" to exclude them from a search - added capability to add and remove controlled name types - added support for allowing users to select between different portal user interfaces at will - added "Clean Orange" second user interface for portal 0.9.2 2002 Mar 6 20:30 GMT (SPT-only release) - revised and expanded metadata fields to bring default configuration into compliance with Dublin Core - further separated HTML and PHP to support customization of interface - added hooks to support site-specific selection of announcements and resources on home page - revised keyword search to support relevance ranking of results - made keyword search result pages bookmark-able (search encoded in URL) - added page generation time to bottom of pages displayed when logged in with an account with System Admin privileges - added search time to keyword search results - added hooks to support site-specific filtering of search results - added "active user interface" support, that allows switching between multiple user interfaces within a single SPT installation on-the-fly 0.9.1 2002 Feb 7 20:15 GMT (SPT-only release) - added support for upgrade installation - changed destination directory for installation to directory specified by installer, instead of directory specified by installer plus "/SPT/" - added new browsing interface with dynamically-generated navigation links that adapt to broad or deep classification schemes - added check to block access to web install interface after installation is complete - added capability to delete classifications - added SPT Revision History display option - added check to prevent a system administrator from accidentally revoking their own sys admin privileges - announcements can now be deleted - a release flag has been added to resource records to indicate whether they are approved for viewing or not - when browsing resources, the title is now linked to the site URL rather than the full resource record, and a Full Record link follows the description - adding controlled names in the metadata tool has been improved - searching for words of three letters or less is now supported - a bug has been fixed that could, under some conditions, force the re-entry of data when adding a new resource record and assigning controlled names or classifications to that record - the workflow when deleting a duplicated record has been improved - searching and sorting resources by the resource creator is now supported - added support for specifying portal name - added capability to configure number of classifications per page in resource browsing interface - added support for specifying administrator email address - added HTML page titles to most user-visible pages - added support for editing text of e-mail message sent to new users containing their password - added user feedback submission screen 0.9.0 2001 Nov 27 19:40 GMT (SPT-only release) - initial beta release of Scout Portal Toolkit ----- CREDITS ------------------------------------------------ -=================- The SPT / CWIS Team -=================- Architecture Edward Almasy Programming Edward Almasy Tim Baumgard Web Design Dave Mayer Logo Design Dave Mayer Quality Assurance Benjamin Yule Kyle Manna Rachael Bower Andrea Coffin Outreach Rachael Bower Chanda Halderman Project Management Edward Almasy Technical Support Kyle Manna Benjamin Yule Emeritus Team Members Todd Bruns Pat Coulthard Michael Grossheim Nathan Johnson Justin Rush David Sleasman Chris Spoehr Barry Wiegan Andy Yaco-Mink Development of the Collection Workflow Integration System was sponsored by the National Science Foundation (http://www.nsf.gov) as part of the National Science Digital Library initiative (http://nsdl.org) Development of the Scout Portal Toolkit was sponsored by the Andrew W. Mellon Foundation (http://www.mellon.org).