AtoM Heratio — Project Briefing

Version: Framework 2.11.7 / Plugins 3.21.17 Date: 16 March 2026 Organization: The Archive and Heritage Group (Pty) Ltd Owner: Johan Pieterse (johan@theahg.co.za)


What Is AtoM Heratio?

AtoM Heratio is a comprehensive modernization of Access to Memory (AtoM) 2.10 — the world's leading open-source archival management system used by thousands of institutions globally. Heratio transforms AtoM from a single-purpose archival tool into an enterprise-grade GLAM platform (Galleries, Libraries, Archives, Museums) and Digital Asset Management system.

It adds approximately 300% more functionality through 80 modular plugins — without modifying a single core AtoM file. All customizations sit in two layers on top of base AtoM, maintaining full backward compatibility and upgrade paths.

Target Market

GLAM and DAM institutions internationally:

  • National archives and government record offices
  • University and research libraries
  • Museums and cultural heritage institutions
  • Art galleries and exhibition spaces
  • Digital asset management organizations
  • Heritage and conservation bodies

Competitive Position

Alternative Cost Limitations
Preservica $50K+/year Proprietary, archive-only
ArchivesSpace Free (open source) Archive-only, no GLAM
CollectiveAccess Free (open source) Museum-focused, limited
ResourceSpace Free/paid DAM-only
AtoM Heratio Free (GPL-3.0) All 5 sectors in one platform

System at a Glance

Metric Value
Framework version 2.11.7
Plugin version 3.21.17
Total plugins 80 (registered: 79 + ahgMigrationPlugin filesystem-only)
Enabled plugins 108 (incl. base AtoM plugins)
Locked core plugins 16
Database tables 894
CLI commands 235 (Symfony) + framework commands
Help articles 201 (published)
Settings fields 200+ across 21 sections
Descriptive standards 5 (ISAD(G), DACS, Dublin Core, MODS, RAD)
GLAM sectors 5 (Archive, Library, Museum, Gallery, DAM)
Compliance standards 12 jurisdictions
WCAG conformance Level AA
Voice commands 100+ in 11 languages
GitHub issues 218 closed, 9 open (7 future/parked)

Sample Instance (PSIS)

Metric Count
Archival descriptions 704
Authority records 395
Digital objects 665
Accessions 4
Repositories 14

Architecture

┌─────────────────────────────────────────────────────────────┐
│                    AtoM 2.10 BASE (Symfony 1.x)              │
│  Routing · Templates · ACL · Propel ORM · sfPluginAdmin      │
├─────────────────────────────────────────────────────────────┤
│  LAYER 1: atom-framework v2.11.7 (REQUIRED)                  │
│  ├── Laravel Query Builder (Illuminate\Database\Capsule)     │
│  ├── Extension Manager (CLI + Service)                       │
│  ├── 90+ Services                                            │
│  ├── RouteLoader + RouteCollector                            │
│  └── Helper classes                                          │
├─────────────────────────────────────────────────────────────┤
│  LAYER 2: atom-ahg-plugins v3.21.17 (80 plugins)             │
│  ├── 16 locked core plugins                                  │
│  ├── 6 stable GLAM sector plugins                            │
│  └── 58 optional feature plugins                             │
└─────────────────────────────────────────────────────────────┘

Technology Stack

Component Version Purpose
PHP 8.3 Application runtime
MySQL 8.0 Database
Elasticsearch 7.10 Full-text search
Bootstrap 5 5.3 Frontend framework
Nginx 1.18+ Web server
Cantaloupe 5.0.6 IIIF image server
Ollama 0.17.7 Local LLM runtime (LLaVA, Mistral)
Python 3 3.12 AI services (NER, translation, summarization)
Node.js 18+ Webpack build

Server Infrastructure

Server IP Role GPU
112 192.168.0.112 Web/App (AtoM instances) None
115 192.168.0.115 AI/GPU Workhorse NVIDIA RTX 3080 10GB
92 192.168.0.92 Future inference NVIDIA RTX 3060 12GB
TrueNAS /mnt/nas/heratio/ Digital object storage

Complete Plugin Catalog (80 Plugins)

Core & Theme (Locked)

Plugin Purpose
ahgCorePlugin Framework integration bridge
ahgThemeB5Plugin Bootstrap 5 theme with voice commands, WCAG AA, TTS
ahgSecurityClearancePlugin Bell-LaPadula security classification
ahgDisplayPlugin GLAM Browse with dynamic facets, 4 view modes
ahgUiOverridesPlugin Viewer dispatch, UI helpers
ahgSettingsPlugin 21-section settings management (200+ options)

GLAM Sectors (Stable)

Plugin Sector Key Features
ahgLibraryPlugin Library MARC cataloguing, ISBN lookup, circulation, fines, patron management
ahgMuseumPlugin Museum CCO, Spectrum 5.1, Getty AAT (1,057 cached terms), condition assessment
ahgGalleryPlugin Gallery VRA Core, exhibitions, artist tracking, loans, valuations
ahgDAMPlugin DAM IPTC metadata extraction, watermarking, batch processing

Browse/Manage Plugins

Plugin Entity
ahgAccessionManagePlugin Accessions with numbering, priority, intake workflow
ahgAccessRequestPlugin Researcher access requests with triage
ahgActorManagePlugin Authority records + autocomplete
ahgDonorManagePlugin Donors
ahgRepositoryManagePlugin Repositories
ahgRightsHolderManagePlugin Rights holders
ahgStorageManagePlugin Physical storage locations
ahgTermTaxonomyPlugin Terms + taxonomies
ahgUserManagePlugin User accounts
ahgJobsManagePlugin Background jobs
ahgMenuManagePlugin Navigation menus
ahgStaticPagePlugin Static pages
ahgFunctionManagePlugin ISDF functions

Descriptive Standard CRUD

Plugin Standard
ahgInformationObjectManagePlugin ISAD(G)
ahgDacsManagePlugin DACS
ahgDcManagePlugin Dublin Core
ahgModsManagePlugin MODS
ahgRadManagePlugin RAD

AI & Automation

Plugin Features
ahgAIPlugin NER (spaCy), Translation (Argos), Summarization, Spellcheck, Face Detection, LLM Description Suggestions
ahgDiscoveryPlugin Natural language search, query expansion, 3-strategy search
ahgSemanticSearchPlugin Thesaurus, WordNet/Wikidata sync, vector embeddings
ahgSearchPlugin Global search, autocomplete, search/replace
ahgDedupePlugin Duplicate detection with merge workflow
ahgTranslationPlugin Machine translation (LibreTranslate)

Data Ingest & Import/Export

Plugin Features
ahgIngestPlugin OAIS-aligned 6-step batch ingest wizard with 9 AI processing options
ahgDataMigrationPlugin Field mapping between GLAM sectors
ahgExportPlugin CSV, EAD, bulk export
ahgMetadataExportPlugin GLAM metadata export (JSON-LD, Schema.org, RIC-O, BIBFRAME)
ahgPortableExportPlugin Standalone offline catalogue viewer (CD/USB/ZIP)
ahgLabelPlugin Label generation with barcodes
ahgFormsPlugin Configurable metadata entry forms per repository
ahgMetadataExtractionPlugin EXIF, IPTC, XMP extraction from digital objects

Compliance & Regulatory

Plugin Jurisdiction Standard
ahgPrivacyPlugin Multi (7) POPIA, GDPR, CCPA, PIPEDA, NDPA, DPA, UK GDPR
ahgCDPAPlugin Zimbabwe Cyber & Data Protection Act
ahgNAZPlugin Zimbabwe National Archives Act (25-year rule)
ahgNMMZPlugin Zimbabwe National Museums & Monuments Act
ahgAuditTrailPlugin Universal Full audit logging
ahgExtendedRightsPlugin Multi RightsStatements.org, TK Labels, embargo enforcement
ahgICIPPlugin Indigenous Indigenous Cultural & Intellectual Property

Heritage Accounting & Finance

Plugin Standard
ahgHeritageAccountingPlugin GRAP 103 / IPSAS 45
ahgIPSASPlugin International Public Sector Accounting
ahgSpectrumPlugin Spectrum 5.1 (UK Collections Trust)

Digital Preservation

Plugin Features
ahgPreservationPlugin Checksums, fixity, PREMIS events, format registry, PRONOM sync, migration pathways
ahgBackupPlugin Full/incremental/scheduled backups, restore, email notifications
ahgTiffPdfMergePlugin TIFF and PDF merge jobs

Rights Management

Plugin Features
ahgRightsPlugin PREMIS rights, Creative Commons
ahgExtendedRightsPlugin Embargo (4 types: full, metadata_only, digital_only, partial), TK Labels
ahgICIPPlugin Indigenous Cultural & Intellectual Property

Research & Public Access

Plugin Features
ahgResearchPlugin Reading room booking, researcher registration, workspace, custody chain
ahgRequestToPublishPlugin Publication requests for archival images
ahgCartPlugin Shopping cart for reproduction requests
ahgFavoritesPlugin User bookmarks
ahgFeedbackPlugin User feedback management

Collection Management

Plugin Features
ahgConditionPlugin Condition assessment with AI (LLaVA), photo annotation, Spectrum 5.1
ahgProvenancePlugin Chain of custody tracking
ahgDonorAgreementPlugin Donor/institution agreements (SA compliance)
ahgLoanPlugin Shared loan management
ahgVendorPlugin Vendor/supplier management
ahgContactPlugin Extended contact information

Exhibitions & Public Engagement

Plugin Features
ahgExhibitionPlugin Exhibition management, storylines, media, loans
ahgLandingPagePlugin Drag-drop visual landing page builder
ahgHeritagePlugin Heritage discovery platform, contributor system

Integration & API

Plugin Features
ahgIiifPlugin IIIF manifests, viewer, collections, OCR, Auth API 1.0
ahg3DModelPlugin 3D viewing, Google Model Viewer, AR, hotspots
ahgRicExplorerPlugin Records in Context (RiC), Fuseki SPARQL triplestore
ahgGraphQLPlugin GraphQL API endpoint
ahgAPIPlugin REST API, webhooks
ahgDoiPlugin DOI minting via DataCite
ahgFederationPlugin OAI-PMH federated search

Reporting & Admin

Plugin Features
ahgCustomFieldsPlugin Admin-configurable EAV custom fields (7 types, 6 entity types)
ahgReportsPlugin Reporting dashboard
ahgReportBuilderPlugin Enterprise report builder (Quill.js, Word/PDF/XLSX export, templates, scheduling)
ahgStatisticsPlugin Usage statistics
ahgWorkflowPlugin Configurable approval workflows
ahgAuthorityPlugin Authority enhancement: Wikidata, VIAF, ULAN, LCNAF, ISNI linking, completeness scoring, merge/dedup

Key Features Delivered (2026)

WCAG 2.1 Level AA Accessibility (March 2026)

  • Global ARIA landmarks, live regions, focus management on every page
  • Auto table scoping, form validation ARIA, keyboard navigation
  • Colour contrast AA, prefers-reduced-motion, forced-colors
  • Automated axe-core testing (10 Playwright tests)
  • Built-in accessibility statement page

Voice Command System

  • 100+ commands in 11 languages (English, Afrikaans, Zulu, Xhosa, Sesotho, French, Portuguese, Spanish, German, Dutch)
  • Navigation, search, dictation, AI image description, PDF reading
  • Enable/disable toggle, continuous listening, hover-read TTS
  • Right-click type input for manual command entry

AI Services (Local — No Cloud Required)

  • NER — Named entity extraction (spaCy, server 115)
  • Translation — Offline via Argos Translate (10 languages)
  • Summarization — BART-based seq2seq (server 115)
  • Spellcheck — aspell CLI
  • Image Description — LLaVA:7b via Ollama (server 115 GPU, 0.2s/image)
  • Condition Assessment — AI damage detection with Spectrum 5.1 vocabulary (15 damage types)
  • LLM Suggestions — Description generation via Ollama/Anthropic Claude
  • Face Detection — OpenCV local, AWS/Azure cloud options

Smart Media Handling

  • PDF detection with OCR transcript reading
  • Video/audio detection with transcript playback
  • TIFF deep zoom via IIIF/Cantaloupe
  • 3D model viewing with AR support

Backup Strategy

  • Full, incremental, and scheduled backups
  • Hourly/daily/weekly/monthly scheduling with admin UI
  • Per-schedule retention policies
  • Email notifications on success/failure
  • CLI: php symfony backup:run-scheduled

Embargo Enforcement

  • 4 embargo types: full, metadata_only, digital_only, partial
  • Browse/search filtering (embargoed records hidden from public)
  • User/group/IP range exceptions
  • Auto-lift on expiry with notifications

Wikidata/VIAF Authority Linking

  • 5 external sources: Wikidata, VIAF, Getty ULAN, LCNAF, ISNI
  • Live API search and auto-linking
  • EAC-CPF export enrichment
  • Completeness scoring and dedup pipeline

Queue Engine

  • Background job queue with dispatch, chain, batch, retry
  • 5 CLI commands, admin UI, systemd workers
  • Rate limiting, exponential backoff

Custom Fields (EAV)

  • Admin-configurable per entity type (7 field types, 6 entity types)
  • Repeatable fields, validation, import/export

Open Issues (9)

# Issue Status Priority
220 IIIF AI Extract Parked P2
168 HTR Vital Records POC Parked (separate dev) P2
124 Scan + Active Directory Parked P3
77 Preservica Converter Future P3
72 Auto-update cron Ready (script built, needs deploy) P2
47 Mobile PWA Future P3
42 Archivematica Integration Future P3
30 SAML/SSO Future P3
29 LDAP Integration Future P3

218 issues closed.


Roadmap

Near Term (Q2 2026)

  • SAMAB 2026 paper submission (deadline: 30 May 2026)
  • HTR vital records pipeline (in progress on 115)
  • LLaVA fine-tuning for conservation (training data export, LoRA on 115)
  • Auto-update deployment to client servers (#72)

Medium Term (Q3-Q4 2026)

  • Full Laravel AtoM Heratio (replace Symfony entirely)
  • IIIF AI extraction pipeline (#220)
  • Mobile PWA wrapper (#47)
  • SAML/SSO authentication (#30)

Long Term (2027+)

  • Archivematica integration (#42)
  • LDAP/Active Directory (#29, #124)
  • Preservica migration tool (#77)
  • Multi-tenant SaaS offering

Documentation

Document Type Location
User Manual .md + .docx atom-extensions-catalog/docs/
Admin Manual .md + .docx atom-extensions-catalog/docs/
Technical Manual .md + .docx atom-extensions-catalog/docs/
LLaVA Fine-Tuning Guide .md + .docx atom-extensions-catalog/docs/technical/
AI Condition Assessment .md + .docx atom-extensions-catalog/docs/
Accessibility Feature Overview .md + .docx atom-extensions-catalog/docs/
Accessibility Statement .md + .docx atom-extensions-catalog/docs/
Backup Strategy Feature Overview .md + .docx atom-extensions-catalog/docs/
Database ERD .md atom-extensions-catalog/docs/technical/
SAMAB 2026 Paper .md + .doc atom-extensions-catalog/docs/samab/
Help Center 201 articles https://psis.theahg.co.za/index.php/help
Docs Site MkDocs https://docs.theahg.co.za

Instances

Instance URL Database Purpose
PSIS https://psis.theahg.co.za archive Primary development/demo
ANC https://atom.theahg.co.za atom African National Congress archives
KM https://km.theahg.co.za AI Knowledge Management Q&A
Registry https://registry.theahg.co.za Plugin registry site
Docs https://docs.theahg.co.za MkDocs documentation
AI Gateway https://ai.theahg.co.za AI service admin

GitHub Repositories

Repository Purpose
ArchiveHeritageGroup/atom-framework Core Laravel foundation, CLI tools, services
ArchiveHeritageGroup/atom-ahg-plugins All 80 AHG plugins
ArchiveHeritageGroup/atom-extensions-catalog Documentation, issues, registry

The Archive and Heritage Group (Pty) Ltd — Johan Pieterse AtoM Heratio Framework v2.11.7 / Plugins v3.21.17