PUDL Archivers

This repo implements data archivers for The Public Utility Data Liberation Project (PUDL). It is responsible for downloading raw data from multiple sources, and create Zenodo archives containing that data.

Background on Zenodo

Zenodo is an open repository maintained by CERN that allows users to archive research-related digital artifacts for free. Catalyst uses Zenodo to archive raw datasets scraped from the likes of FERC, EIA, and the EPA to ensure reliable, versioned access to the data PUDL depends on. Take a look at our archives here. In the event that any of the publishers change the format or contents of their data, remove old years, or simply cease to exist, we will have a permanent record of the data. All data uploaded to Zenodo is assigned a DOI for streamlined access and citing.

Whenever the historical data changes substantially or new years are added, we make new Zenodo archives and build out new versions of PUDL that are compatible. Paring specific Zenodo archives with PUDL releases ensures a functioning ETL for users and developers.

Once created, Zenodo archives cannot be deleted. This is, in fact, their purpose! It also means that one ought to be sparing with the information uploaded. We don't want wade through tons of test uploads when looking for the most recent version of data. Luckily Zenodo has created a sandbox environment for testing API integration. Unlike the regular environment, the sandbox can be wiped clean at any time. When testing uploads, you'll want to upload to the sandbox first. Because we want to keep our Zenodo as clean as possible, we keep the upload tokens internal to Catalyst. If there's data you want to see integrated, and you're not part of the team, send us an email at [email protected].

One last thing-- Zenodo archives for particular datasets are referred to as "depositions". Each dataset is it's own deposition that gets created when the dataset is first uploaded to Zenodo and versioned as the source releases new data that gets uploaded to Zenodo.

Installation

We recommend using conda to create and manage your environment.

Run:

conda env create -f environment.yml
conda activate pudl-cataloger

Setting up environment

API tokens are required to interact with Zenodo. There is one set of tokens for accessing the sandbox server, and one for the production server. The archiver tool expects these tokens to be set in the following environment variables: ZENODO_TOKEN_PUBLISH and ZENODO_TOKEN_UPLOAD or ZENODO_SANDBOX_TOKEN_PUBLISH and ZENODO_SANDBOX_TOKEN_UPLOAD for the sandbox server. Catalyst uses a set of institutional tokens - you can contact a maintainer for tokens.

If you want to interact with the epacems archiver, you'll need to get a personal API key and store it as an environment variable at EPACEMS_API_KEY.

Usage

A CLI is provided for creating and updating archives. The basic usage looks like:

pudl_archiver --datasets {list_of_datasources}

This command will download the latest available data and create archives for each requested datasource requested. The supported datasources include censusdp1tract, eia_bulk_elec, eia176, eia191, eia757a,eia860, eia860m, eia861, eia923, eia930, eiaaeo, eiawater, epacems, epacamd_eia, ferc1, ferc2, ferc6, ferc60, ferc714, nrelatb, phmsagas, mshamines.

There are also four optional flags available:

• --sandbox: used for testing. It will only interact with Zenodo's sandbox instance.
• --initialize: used for creating an archive for a new dataset that doesn't currently exist on zenodo. If successful, this command will automatically add the new Zenodo DOI to the dataset_doi.yaml file.
• --all: shortcut for archiving all datasets that we have defined archivers for. Overrides --datasets.

Adding a new dataset

Step 1: Implement archiver interface

All of the archivers inherit from the AbstractDatasetArchiver base class (defined in src/pudl_archiver/archiver/classes.py. There is only a single method that each archiver needs to implement. That is the get_resources method. This method will be called by the base class to coordinate downloading all data-resources. It should be a generator that yields awaitables to download those resources. Those awaitables should be coroutines that download a single resource, and return a path to that resource on disk, and a dictionary of working partitions relevant to the resource. In practice this generally looks something like:

class ExampleArchiver(AbstractDatasetArchiver):
    name = "example"

    async def get_resources(self) -> ArchiveAwaitable:
        for year in range(start_year, end_year):
            yield self.download_year(year)

    async def download_year(self, year: int) -> tuple[Path, dict]:
        url = f"https://example.com/example_form_{year}.zip"
        download_path = self.download_directory / f"example_form_{year}.zip"
        await self.download_zipfile(url, download_path)

        return download_path, {"year": year}

This example uses a couple of useful helper methods/variables defined in the base class. Notice, download_year uses self.download_directory this is a temporary directory created and manged by the base class that is used as a staging area for downloading data before uploading it to Zenodo. This temporary directory will be automatically removed once the data has been uploaded. download_year also uses the method download_zipfile. This is a helper method implemented to handle downloading zipfiles that includes a check for valid zipfiles, and a configurable number of retries. Not shown here, but also used frequently is the get_hyperlinks method. This helper method takes a URL, and a regex pattern, and it will find all hyperlinks matching the pattern on the page pointed to by the URL. This is useful if there's a page containing links to a series of data resources that have somewhat structured names.

Step 2: Run --initialize command

You will need to run the initialize command to create a new zenodo deposition, and update the config file with the new DOI:

pudl_archiver --datasets {new_dataset_name} --initialize --summary-file {new_dataset_name}-summary.json

Using the --summary-file flag will save a .json file summarizing the results of all validation tests, which is useful for reviewing your dataset. Note that this step will require you to create your own Zenodo validation credentials if you are not a core Catalyst developer.

Step 3: Manually review your archive before publication.

If the archiver run is successful, it will produce a link to the draft archive. Though many of the validation steps are automated, it is worthwhile manually reviewing archives before publication, since a Zenodo record cannot be deleted once published. Here are some recommended additional manual steps for verification:

1. Open the *-summary.json file that your archiver run produced. It will contain the name, description and success of each test run on the archive, along with any notes. If your draft archive was successfully created all tests have passed, but it's worthwhile skimming through the file to make sure all expected tests have been run and there are no notable warnings in the notes.
2. On Zenodo, "preview" the draft archive and check to see that nothing seems unusual (e.g., missing years of data, new partition formats, contributors).
3. Look at the datapackage.json. Does the dataset metadata look as expected? How about the metadata for each resource?
4. Click to download one or two files from the archive. Extract them and open them to make sure they look as expected.

When you're ready to submit this archive, hit "publish"! Then head over to the pudl repo to integrate the new archive.

Development

We only have one development specific tool, which is the Zenodo Postman collection in /devtools. This tool is used for testing and prototyping Zenodo API calls, it is not needed to use the archiver tool itself.

To use it:

1. download Postman (or use their web client)
2. import this collection
3. set up a publish_token Postman environment variable like in the docs
4. send stuff to Zenodo by clicking buttons in Postman!