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Docs: institution deployer guide — "Deploying LIF at Your Institution" (adopter-facing) #1004

Description

@bjagg

Problem / gap

There is no cohesive adopter-facing guide for an institution that wants to stand up LIF for its own use. Today the docs serve two audiences — contributors (root README dev setup, CONTRIBUTING, testing) and LIF-Initiative-internal operators (docs/operations/guides/deployment.md, demo-promotion cheatsheets — all keyed to our AWS dev/demo via SAM/CloudFormation/ECR). The "adopter" persona is named in scattered places but never given an end-to-end path.

The entire adopter deployment story today is a single paragraph in deployments/README.md ("fork the repo, make your own deployments/ subdir").

What exists (building blocks to reuse)

  • deployments/advisor-demo-docker/ — the one shipped, local compose target
  • docs/operations/guides/add-data-source.md, creating-a-data-source-adapter.md — source integration recipes
  • docs/overview/mdr-overview.md, docs/lif-data-model-distinctions.md, docs/specs/data-model-rules.md — data-model customization
  • docs/design/cross-cutting/self-serve-tenant-auth.md, docs/operations/guides/graphql-api-keys.md — auth/tenancy
  • docs/overview/services-overview.md — building-block framing

What's missing

  • An adopter entry point (root README only offers the local demo)
  • A reference deployment topology beyond the local demo + sizing guidance
  • The connective narrative: prerequisites → topology → stand up stack → define data model in MDR → connect sources → auth/tenancy → operate/upgrade

Proposed deliverable

A hub-and-spoke guide docs/operations/guides/deploying-lif-at-your-institution.md:

  1. Audience & prerequisites
  2. Choose your deployment shape (local eval → single-node → cloud/multi-org)
  3. Stand up the stack
  4. Define your data model in MDR (links existing model docs)
  5. Connect your data sources (links existing adapter guides)
  6. Auth, tenancy, and API keys (links existing auth docs)
  7. Operate & upgrade

Mostly assembly + linking of existing guides, with the 3–4 genuinely missing sections written fresh. First PR lands the structure with spokes wired and gaps explicitly stubbed/flagged; missing spoke docs (e.g. a portable cloud topology, dev-environment-bootstrap.md) tracked as follow-ups.

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  • Documentation

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