ERMA / netlify_deployment_steps.md
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# Netlify Deployment Steps
This document outlines the steps to deploy the Educational Research Methods Chatbot to Netlify.
## Prerequisites
- Netlify account
- GitHub account (optional, for continuous deployment)
- OpenAI API key for Command R+
## Deployment Steps
1. **Prepare the repository**
- Ensure all files are properly organized
- Static files in `src/static`
- Netlify functions in `deployment/netlify/functions`
- Netlify configuration in `deployment/netlify.toml`
2. **Create a new Netlify site**
- Log in to Netlify
- Click "New site from Git" or "Import an existing project"
- Connect to your Git provider (GitHub, GitLab, Bitbucket)
- Select the repository
3. **Configure build settings**
- Build command: `cp -r deployment/netlify/functions netlify/functions && cp deployment/netlify.toml netlify.toml`
- Publish directory: `src/static`
4. **Set environment variables**
- Go to Site settings > Build & deploy > Environment
- Add the following environment variables:
- `OPENAI_API_KEY`: Your OpenAI API key
5. **Deploy the site**
- Click "Deploy site"
- Wait for the build and deployment to complete
6. **Configure custom domain (optional)**
- Go to Site settings > Domain management
- Click "Add custom domain"
- Follow the instructions to set up your domain
## Post-Deployment
1. **Verify functionality**
- Test the chatbot by asking various questions
- Ensure responses include proper citations
- Test conversation context maintenance
2. **Monitor usage**
- Check Netlify function logs for errors
- Monitor OpenAI API usage
3. **Update as needed**
- Push changes to your Git repository for automatic deployment
- Or manually deploy updates through the Netlify dashboard