NSIDC Search Solr Tools

This is a gem that contains:

• Ruby translators to transform NSIDC metadata feeds into solr documents
• A command-line utility to access/utilize the gem's translators to harvest metadata into a working solr instance.

Using the project

Standard Installation

The gem is available through RubyGems. To install the gem, ensure all requirements below are met and run (providing the appropriate version):

sudo gem install search_solr_tools -v $VERSION

Custom Deployment

Clone the repository, and install all requirements as noted below.

Configuration

Once you have the code and requirements, edit the configuration file in lib/search_solr_tools/config/environments.yaml to match your environment. Environment settings take precedence over common settings. The host option for each environment must specify the configured SOLR instance you intend to use these tools with.

Build and Install Gem

Run:

bundle exec gem build ./search_solr_tools.gemspec

Once you have the gem built in the project directory, install it:

gem install --local ./search_solr_tools-version.gem

See Harvesting Data (below) for usage examples.

Working on the Project

1. Create your feature branch (git checkout -b my-new-feature)
2. Stage your changes (git add)
3. Commit your Rubocop compliant and test-passing changes with a good commit message (git commit)
4. Push to the branch (git push -u origin my-new-feature)
5. Create a new Pull Request

Requirements

• Ruby > 3.2.2

• Bundler

• Requirements for nokogiri:

  • libxml2/libxml2-dev

  • zlibc

  • zlib1g/zlib1g-dev

  • Dependency build requirements:

    • For Ubuntu/Debian, install the build-essential package.

    • On the latest Fedora release installing the following will get you all of the requirements:

      `yum groupinstall 'Development Tools'`
      
      `yum install gcc-c++`
      

    Please note: If you are having difficulty installing Nokogiri please review the Nokogiri installation tutorial

• All gems installed (preferably using bundler: bundle install)

• A running, configured SOLR instance to accept data harvests.

RuboCop

The style checker RuboCop can be run with rubocop or bundle exec rake guard:rubocop. The rake task will also watch for ruby files (.rb, .rake, Gemfile, Guardfile, Rakefile) to be changed, and run RuboCop on the changed files.

bundle exec rake guard will automatically run the unit tests and RuboCop in one terminal window.

RuboCop can be configured by modifying .rubocop.yml.

Testing

Unit tests can be run with rspec, bundle exec rake spec:unit, or bundle exec rake guard:specs. Running the rake guard task will also automatically run the tests whenever the appropriate files are changed.

Please be sure to run them in the bundle exec context if you're utilizing bundler.

By default, tests are run with minimal logging - no log file and only fatal errors written to the console. This can be changed by setting the environment variables as described in Logging below.

Creating Releases (NSIDC devs only)

Requirements:

• Ruby > 3.2.2
• Bundler
• Rake
• RuboCop and the unit tests should all pass (rake)

To make a release, follow these steps:

1. Confirm no errors are returned by bundle exec rubocop *
2. Confirm all tests pass (bundle exec rake spec:unit) *
3. Ensure that the CHANGELOG.md file is up to date with an Unreleased header.
4. Submit a Pull Request
5. Once the PR has been reviewed and approved, merge the branch into main
6. On your local machine, ensure you are on the main branch (and have it up-to-date), and run bundle exec rake bump:<part> (see below)
   • This will trigger the GitHub Actions CI workflow to push a release to RubyGems.

The steps marked * above don't need to be done manually; every time a commit is pushed to the GitHub repository, these tests will be run automatically.

The first 4 steps above are self-explanatory. More information on the last steps can be found below.

Version Bumping

Running the bundle exec rake bump:<part> tasks will do the following actions:

1. The gem version will be updated locally
2. The CHANGELOG.md file will updated with the updated gem version and date
3. A tag vx.x.x will be created (with the new gem version)
4. The files updated by the bump will be pushed to the GitHub repository, along with the newly created tag.

The sub-tasks associated with bump will allow the type of bump to be determined:

Command	Description
rake bump:pre	Increase the current prerelease version number (v1.2.3 -> v1.2.3.pre1; v1.2.3.pre1 -> v1.2.3.pre2)
rake bump:patch	Increase the current patch number (v1.2.0 -> v1.2.1; v1.2.4 -> v1.2.4)
rake bump:minor	Increase the minor version number (v1.2.0 -> v1.3.0; v1.2.4 -> v1.3.0)
rake bump:major	Increase the major version number (v1.2.0 _> v2.0.0; v1.2.4 -> v2.0.0)

Using any bump other than pre will remove the pre suffix from the version as well.

Release to RubyGems

When a tag in the format of vx.y.z (including a pre suffix) is pushed to GitHub, it will trigger the GitHub Actions release workflow. This workflow will:

1. Build the gem
2. Push the gem to RubyGems

The CI workflow has the credentials set up to push to RubyGems, so no user intervention is needed, and the workflow itself does not have to be manually triggered.

If needed, the release can also be done locally by running the command bundle exec gem release. In order for this to work, you will need to have a local copy of current Rubygems API key for the NSIDC developer user account in To get the lastest API key:

curl -u <username> https://rubygems.org/api/v1/api_key.yaml > ~/.gem/credentials; chmod 0600 ~/.gem/credentials

It is recommended that this not be run locally, however; use the GitHub Actions CI workflow instead.

SOLR

To harvest data utilizing the gem, you will need an installed instance of Solr

NSIDC

At NSIDC the development VM can be provisioned with the solr puppet module to install and configure Solr.

Non-NSIDC

Outside of NSIDC, setup solr using the instructions found in the search-solr project.

Harvesting Data

The harvester requires additional metadata from services that may not be publicly available, which are referenced in lib/search_solr_tools/config/environments.yaml.

To utilize the gem, build and install the search_solr_tools gem. This will add an executable search_solr_tools to the path (source is in bin/search_solr_tools). The executable is self-documenting; for a brief overview of what's available, simply run search_solr_tools.

Harvesting of data can be done using the harvest task, giving it a list of harvesters and an environment. Deletion is possible via the delete_all and/or delete_by_data_center'tasks. list_harvesters will list the valid harvest targets.

In addition to feed URLs, environments.yaml also defines various environments which can be modified, or additional environments can be added by just adding a new YAML stanza with the right keys; this new environment can then be used with the --environment flag when running search_solr_tools harvest.

An example harvest of NSIDC metadata into a developer instance of Solr:

bundle exec search_solr_tools harvest --data-center=nsidc --environment=dev

In this example, the host value in the environments.yaml dev entry must reference a valid Solr instance.

Logging

By default, when running the harvest, harvest logs are written to the file /var/log/search-solr-tools.log (set to warn level), as well as to the console at info level. These settings are configured in the environments.yaml config file, in the common section.

The keys in the environments.yaml file to consider are as follows:

• log_file - The full name and path of the file to which log output will be written to. If set to the special value none, no log file will be written to at all. Log output will be appended to the file, if it exists; otherwise, the file will be created.
• log_file_level - Indicates the level of logging which should be written to the log file.
• log_stdout_level - Indicates the level of logging which should be written to the console. This can be different than the level written to the log file.

You can also override the configuration file settings at the command line with the following environment variables (useful when for doing development work):

• SEARCH_SOLR_LOG_FILE - Overrides the log_file setting
• SEARCH_SOLR_LOG_LEVEL - Overrides the log_file_level setting
• SEARCH_SOLR_STDOUT_LEVEL - Overrides the log_stdout_level setting

When running the spec tests, SEARCH_SOLR_LOG_FILE is set to none and SEARCH_SOLR_STDOUT_LEVEL is set to fatal, unless you manually set those environment variables prior to running the tests. This is to keep the test output clean unless you need more detail for debugging.

The following are the levels of logging that can be specified. These levels are cumulative; for example, error will also output fatal log entries, and debug will output all log entries.

• none - No logging outputs will be written.
• fatal - Only outputs errors which result in a crash.
• error - Outputs any error that occurs while harvesting.
• warn - Outputs warnings that occur that do not cause issues with the harvesting, but might indicate things that may need to be addressed (such as deprecations, etc)
• info - Outputs general information, such as harvesting status
• debug - Outputs detailed information that can be used for debugging and code tracing.

Organization Info

How to contact NSIDC

User Services and general information: Support: http://support.nsidc.org Email: [email protected]

Phone: +1 303.492.6199 Fax: +1 303.492.2468

Mailing address: National Snow and Ice Data Center CIRES, 449 UCB University of Colorado Boulder, CO 80309-0449 USA

License

Every file in this repository is covered by the GNU GPL Version 3; a copy of the license is included in the file COPYING.

Citation Information

Andy Grauch, Brendan Billingsley, Chris Chalstrom, Danielle Harper, Ian Truslove, Jonathan Kovarik, Luis Lopez, Miao Liu, Michael Brandt, Stuart Reed, Julia Collins, Scott Lewis (2023): Arctic Data Explorer SOLR Search software tools. The National Snow and Ice Data Center. Software. https://doi.org/10.7265/n5jq0xzm