My Tech-Notes

Overview

A flexible Document Delivery Service (DDS) portal for libraries, designed to evolve:

• osTicket-style Helpdesk/Ticketing.
• Gmail-based Email Integration.
• DOI/ISBN Metadata Autofill.
• Role-based Access Control (RBAC) for Admin, Staff, Users.
• Institutional profiles, multi-tenancy, groups.
• Customizable admin dashboard for layout, branding, and settings.
• Technology stack designed to support upgrades and integrations.

Core Features, Technologies & Roles

Ticketing System (Helpdesk Module)

Tech: Django, PostgreSQL, Django Channels. Role:

• User: Submit request tickets.
• Staff: View, update, resolve, attach documents.
• Admin: Full access — manage all tickets, assign staff.

Gmail Integration (Mail Service)

Tech: Gmail API, OAuth2, Django Mailer, Celery. Role:

• User: Send requests via official email.
• Staff: Communicate with users via email.
• Admin: Configure and manage mail settings.

DOI/ISBN Metadata Lookup (Metadata Resolver)

Tech: CrossRef, Google Books, PubMed, arXiv, Zotero, Requests. Role:

• User: Enter DOI/ISBN; system fetches metadata.
• Staff: Verify and edit metadata if needed.
• Admin: Manage API keys and integration settings.

Roles & Permissions (RBAC)

Tech: Django Permissions, Groups. Role:

• Admin: Manage roles, add/remove users, set permissions.
• Staff: Access allowed tickets and reports.
• User: Limited to personal requests and reports.

Institutional & Group Management (Multi-Tenancy)

Tech: Django Tenants, Verified Domains. Role:

• Admin: Add/edit institutional profiles, verify domains.
• Staff: Create/manage user groups for collaborative requests.
• User: Join groups to share or receive requests.

Admin Customization Dashboard (CMS Module)

Tech: Django Admin, Wagtail or Django Jet. Role:

• Admin: Customize portal layout, themes, header/footer, logo, branding.
• Staff/User: View changes — no edit access.

Bibliographic Data Management (Metadata Store)

Tech: PostgreSQL, Django ORM. Role:

• User: View personal request history and citations.
• Staff: Use stored metadata to fulfill requests accurately.
• Admin: Access full metadata for reports and compliance.

User Reports & Logs (Reporting Engine)

Tech: Django REST API, ChartJS, Pandas/ReportLab. Role:

• User: Generate report of personal requests, status, fulfillment.
• Staff: View operational stats for handled tickets.
• Admin: Run detailed usage, department-wise, copyright reports.

Attachments (Secure File Storage)

Tech: Django Storage, AWS S3 or Local Disk. Role:

• User: Upload reference files.
• Staff: Attach and deliver documents.
• Admin: Manage storage settings and permissions.

Adaptable Tech Stack

• Frontend: HTML5, Bootstrap, Vue.js/React.
• Backend: Python (Django 4+), Django REST Framework.
• Database: PostgreSQL.
• Auth: SSO/LDAP, OAuth2 for Gmail.
• APIs: CrossRef, Google Books, PubMed.
• Tasks: Celery + Redis.
• Server: Ubuntu, NGINX/Gunicorn.
• Security: HTTPS, JWT, OAuth2, RBAC.

Final Benefits

• Clear user, staff, admin roles for every feature.
• Admin dashboard for full control and branding.
• Smart metadata saves effort.
• Flexible tech supports future upgrades.
• Transparent workflows with secure Gmail integration.

End of Role-Based Tech Draft