Print Holdings persistent data store

Prerequisites / Setup

• Docker
• Docker Compose

Run the following script to build and start the Docker containers:

bash bin/setup/setup_dev.sh

Running the tests

docker compose run --rm test

Clearing out/resetting the data

For resetting everything (cleaning up containers & their persistent volumes):

# Clear it out
docker compose down # to stop services
docker volume rm holdings-backend_data_db # to clear out the development database
docker volume rm holdings-backend_gem_cache # to clear out gems

# Rebuild it
bash bin/setup/setup_dev.sh

Generating and loading fake data

This will generate a synthetic OCLC concordance, HT items, and holdings for a single institution, and load it into mongo:

bash bin/setup/setup_dev.sh
bash bin/load_test_data.sh

Loading data

The Holdings data store is derived from three sources:

• The OCLC concordance file
• The Hathifiles
• The "scrubbed" print holdings submissions from HT partners

Note that any file you're loading needs to be under the repository root (e.g., holdings-backend if you haven't renamed it for some reason). This directory is mounted in the docker container, so anything under it will also be available in the docker container. Files elsewhere on your host computer will not be reachable.

For all files, they will be batched by OCN. It is not required that incoming files be sorted by OCN but they will likely load substantially faster if they are and there are a lot of things with a particular OCN.

Files:

• Must be located under the repository root
• Can be gzipped or not -- the scripts will figure it out

Script command cheat sheet:

• docker compose run --rm dev bundle exec bin/phctl load ht_items <filepath>
• docker compose run --rm dev bundle exec bin/add_print_holdings.rb <filepath> (full file)
• docker compose run --rm dev bundle exec bin/add_print_holdings.rb -u <filepath> (update file)

OCLC Concordance file

The oclc concordance file is a single file with two columns, each line representing a pair of OCLC numbers that should be treated as equivalent.

There are ≈ 60M rows in this file.

Concordance files can be downloaded from OCLC's website. See confluence for details.

1. Validate, e.g. run_generic_job.sh conc-val bundle exec bin/phctl.rb concordance validate /htprep/holdings/concordance/raw/202205_concordance.txt.gz /htprep/holdings/concordance/validated/202205_concordance_validated.tsv

2. Compute deltas, e.g. run_generic_job.sh conc-delta bundle exec bin/phctl.rb concordance delta /htprep/holdings/concordance/validated/202205_concordance_validated.tsv /htprep/holdings/concordance/validated/202112_concordance_validated.tsv.gz

3. Load deltas, e.g. run_generic_job.sh load-conc bundle exec bin/phctl.rb load concordance 2022-05

Loading the HathiFiles

The hathifiles come in both monthly "full-file" and daily "changes" versions. Each line represents a single Hathitrust item/volume, although some columns contain "record-level" data that is just repeated for each item line. See the Hathifiles file format specification for more info if you're interested.

To load a Hathifile (either a full file or an update) in development:

• Grab the file from the Hathifiles webpage or directly from /htapps/www/sites/www.hathitrust.org/files/hathifiles
• docker compose run --rm dev bundle exec bin/phctl.rb load ht_items <filepath> where the components are exactly as for the OCLC concordance file.

Loading (scrubbed) print holdings

Print holdings are provided by each partner as a set of three files (for single-volume monographs, multi-volume monographs, and serials) that describe their own holdings, keyed on OCLC number, with one line for each copy they own (so, there might be identical lines representing multiple copies of the same item).

These raw files are "scrubbed" and verified, resulting in scrubbed files.

To load a scrubbed file in development:

• Get the file(s) you want from /htapps/mwarin.babel/phdb_scripts/data/loadfiles/
• Add UUIDs for tracking whether the individual line has been processed: bin ruby/add_uuid.rb infile > outfile
• docker compose run --rm dev bundle exec bin/add_print_holdings.rb outfile

K8s Cronjob

kubectl create -f cron_job.yaml

Runs validate_and_delta.rb daily at 2300UTC, which is presumed EOD for the parties involved. validate_and_delta.rb checks the concordance directory for new un-validated concordance files, validates them and diffs with a previous concordance. Posts a message to the slack channel so we know there is an update to be loaded. It does NOT attempt to update the concordance as it may conflict with reporting operations. This would require more complicated orchestration of jobs.

Other Actions

Delete Holdings

bin/holdings_deleter.rb can delete a set of holdings which matches the given criteria. Critera are given on the commandline as key-value pairs, where the key corresponds to a field on Clusterable::Holding.

It is invoked as: bundle exec ruby bin/holdings_deleter.rb --key_1 val_1 ... --key_n val_n

Internally the criteria are joined with an AND-operator, so:

bundle exec ruby bin/holdings_deleter.rb --organization starfleet --status WD

... would delete all holdings held by starfleet AND with status WD, nothing else.

Additional non-field control switches are:

• --noop if you don't actually want to execute the deletes
• --verbose for extra logging
• --leave_empties if you don't want to delete empty clusters that may result from deleting holdings.
• --help for the full set of options available.