ckanext-canada

Government of Canada CKAN Extension - Extension à CKAN du Gouvernement du Canada

Features:

• Forms and Validation for GoC Metadata Schema

Installation:

• Use open-data fork of CKAN, branch canada-v2.6

From a clean database you must run:

ckanapi load organizations -I transitional_orgs.jsonl

Once to create the organizations this extension requires before loading any data.

Plugins in this extension

canada_forms dataset forms for Open Canada metadata schema

canada_public base and public facing Open Canada templates (requires canada_forms)

canada_internal templates for internal site and registration (requires canada_forms`` and canada_public``)

canada_package package processing between CKAN and Solr

canada_obd Open By Default site plugin

Requirements

Project	Github group/repo	Branch	Plugins
CKAN	open-data/ckan	canada-v2.6	N/A
canada extension	open-data/ckanext-canada	master	see above
Scheming extension	open-data/ckanext-scheming	master	scheming_datasets
Fluent extension	open-data/ckanext-fluent	master	N/A
ckanapi	ckan/ckanapi	master	N/A
ckanext-googleanalytics	ofkn/ckanext-googleanalytics	master	googleanalytics
Recombinant extension	open-data/ckanext-recombinant	master	recombinant

OD Configuration: development.ini or production.ini

The CKAN ini file needs the following settings for the registry server:

ckan.plugins = dcat dcat_json_interface googleanalytics canada_forms canada_internal
        canada_public canada_package canada_activity datastore recombinant
        scheming_datasets fluent extendedactivity

For the public server use only:

ckan.plugins = dcat dcat_json_interface googleanalytics canada_forms
        canada_public canada_package scheming_datasets fluent

canada.portal_url = http://myserver.com

adobe_analytics.js = //path to the js file needed to trigger Adobe Analytics

foresee.survey_js_url = // path to the js file for adding a layer of Foresee survey for conducting user experience testing 

Both servers need:

licenses_group_url = file://<path to this extension>/ckanext/canada/public/static/licenses.json

ckan.i18n_directory = <path to this extension>/build

ckan.auth.create_dataset_if_not_in_organization = false

ckan.activity_streams_email_notifications = false

ckan.datasets_per_page = 10

googleanalytics.id = UA-1010101-1 (your analytics account id)
googleanalytics.account = Account name (i.e. data.gov.uk, see top level item at https://www.google.com/analytics)

OD Configuration: Adding WET Resource files

For the use of the Portal or Registry sites, the installation of the WET-BOEW theme extension isn't required anymore, because the templates it provides are now included in the canada_public and canada_internal plugins. All what's needed is to add the resource files:

Externally hosted:

Set wet_boew.url (in your .ini file) to the root URL where the WET resources are hosted:

Example:

wet_boew.url = http://domain.com/wet-boew/v4.0.31

Internally Hosted:

1. Extract the WET 4.0.x core CDN and desired themes cdn package to a folder::

       export WET_VERSION=v4.0.31
       export GCWEB_VERSION=v5.1
       mkdir wet-boew && curl -L https://github.com/wet-boew/wet-boew-cdn/archive/$WET_VERSION.tar.gz | tar -zx --strip-components 1 - -directory=wet-boew
       mkdir GCWeb && curl -L https://github.com/wet-boew/themes-cdn/archive/$GCWEB_VERSION-gcweb.tar.gz | tar -zx --strip-components 1 --directory=GCWeb

2. Set the extra_public_paths settings to that path where the files are extracted:

   Example:

   extra_public_paths = /home/user/wet-boew/v4.0.31

Additional Configuration:

Set wet_theme.geo_map_type to indicate what style of WET Geomap widget to use. Set this to either 'static' or 'dynamic':

wet_theme.geo_map_type = static

OBD Configuration

We use a different list of plugins for Open By Default:

ckan.plugins = dcat dcat_json_interface googleanalytics canada_forms
        canada_obd canada_package wet_boew_gcweb scheming_datasets
        fluent cloudstorage

ckan.extra_resource_fields = language

Update OBD documents (example):

touch /tmp/marker
import_xml2obd.py  pull ./production.ini ./obd-repo  > /tmp/pull.log
find ./obd-repo -type f -newer /tmp/marker > ./new.txt
import_xml2obd.py ./obd-repo  http://obd-dev.canadacentral.cloudapp.azure.com/ckan ./new.txt >  ./data/obd-20170704.jsonl
import_xml2obd.py upload  http://obd-dev.canadacentral.cloudapp.azure.com/ckan <site API key> ./data/obd-20170704.jsonl ./obd-repo

Delete OBD documents (only change the dataset state):
import_xml2obd.py delete ./to_delete.csv ./obd-repo  http://obd-dev.canadacentral.cloudapp.azure.com/ckan <site API key>

Verify OBD documents:
# check resource exists
import_xml2obd.py <site_url> azure_user azure_key azure_container

# check duplicates
import_xml2obd.py de-dup <site_url>

Configuration: Solr

This extension uses a custom Solr schema based on the ckan 2.6 schema. You can find the schema in the root directory of the project. Overwrite the default CKAN Solr schema with this one in order to enable search faceting over custom metadata fields.

You will need to rebuild your search index using:

paster --plugin ckan search-index rebuild

Compiling the updated French localization strings

Each time you install or update this extension you need to install the updated translations by running:

bin/build-combined-ckan-mo.sh

This script overwrites the ckan French translations by combining it with ours.

Integrating with OGC Django Search App

Optionally the extension can integrate with the OGC Search application by updating the custom Solr core used by the search application in addition to the regular CKAN Solr core. When enabled, the extension will update the second Solr core after a package update or delete. The hooks for this are set in the DataGCCAPackageController. For this to happen, two configuration values need to be set:

ckanext.canada.adv_search_enabled = True
ckanext.canada.adv_search_solr_core = http://127.0.0.1:8983/solr/core_od_search

The first setting must to set to true to enable the integration, and the second setting provides the URL to the custom OGC Search core.

The Django search code uses the NLTK toolkit (http://www.nltk.org/) to extract a summarized description. To install the NLTK parsers, run the following python commands after activating the virtual environment:

import nltk
nltk.download('punkt')

If not integrating, these settings may be omitted or ckanext.canada.adv_search_enabled may be set to False.

Migrating Proactive Disclosure (recombinant) data

First extract the current version of the data from the registry for each table, e.g for contracts migrations we need contracts.csv and contracts-nil.csv:

mkdir migrate-contracts-2020-08-07  # a new working directory
paster --plugin=ckanext-recombinant recombinant combine contracts contracts-nil -d migrate-contracts-2020-07-08 -c $REGISTRY_INI

Remove the old tables from the database so that tables with the new schema can be created when we load the migrated data, deleting contracts will delete both the contracts and contracts-nil tables:

paster --plugin=ckanext-recombinant recombinant delete contracts -c $REGISTRY_INI

Deploy the new version of the code, for our prod registry site that would be:

fab pull registry

Migrate the data with the script deployed as part of the changes. The output csv files need to have the same names as the input files for loading to work in the next step.

cd migrate-contracts-2020-08-07
mkdir new err  # for migrated data and error logs
.../ckanext-canada/bin/migrate/migrate_contracts_2019_11.py <contracts.csv >new/contracts.csv 2>err/contracts.err
.../ckanext-canada/bin/migrate/migrate_contracts_nil_2019_11.py <contracts-nil.csv >new/contracts-nil.csv 2>err/contracts-nil.err
ls -al err

Records removed in the data migration will appear in the error logs. Also check that the migrated data is comparable in size to the original data in just in case something interrupted the migration.

Load the migrated data back into the registry, capturing any validation errors:

paster --plugin=ckanext-recombinant recombinant load-csv new/contracts.csv new/contracts-nil.csv -c $REGISTRY_INI 2>err/load-contracts.err
ls -al err/load-contracts.err

If there are validation errors or records removed during migration, consider revising the migration script to allow more records to be migrated without manual intervention.

Inform the business owner or source departments about all records that were removed as part of the final data migration or due to validation errors so that data can be corrected and re-imported.

Proactive Disclosure Data Flow

1. ckanext-canada (this repository)
   • PD yaml files are read by ckanext-recombinant and used to generate most of the pages, tables, triggers and metadata shown.
   • add+edit forms use form snippets from ckanext-scheming and validation enforced by datastore triggers. They are currently part of the ckanext-canada extension but should be moved into ckanext-recombinant or another reusable extension once the trigger-validation pattern becomes standardized
   • datatable preview is part of ckanext-canada because this code predates the datatables view feature that is now part of ckan. It should be removed from here so we can use the ckan datatable view instead
   • filter scripts cover all the business logic required to "clean" PD data before it is released to the public. a Makefile is used to extract raw CSV data, make backups, run these filters and publish CSV data
2. ckanext-recombinant
   • XLSX data dictionary
   • reference lists
   • API docs
   • schema json
   • delete form
   • XLSX template UL/DL
   • combine command
3. ckan
   • datastore API
   • datastore triggers
   • datastore tables
   • dataset metadata
4. CSV files
   • raw CSV data
   • nightly backups
   • published CSV data
5. deplane
   • data element profile
6. ogc_search
   • advanced search

Suggest a Dataset Data Flow

The "Suggest a Dataset" feature integrates CKAN with both Drupal and Django Search.

1. Submit Suggestion: The process begins with external public users submitting the Suggest a Dataset form on Drupal. As a result of submission, a new node of content type suggested_dataset is created by the webform handler.

2. Moderate Suggestion: A registered user with role comment_moderator on Drupal updates and/or adds translation to the suggested dataset. The user may also choose to delete the suggestion if it is not relevant or a duplicate. Once translation is added, the user publishes the suggestion.

3. Nightly Cron: A number of cron jobs are responsible for cross-integration.

   • Suggested datasets are exported from Drupal as a CSV using a cron hook
   • The exported CSV is used to load suggested datasets in the Registry
   • Next, the status updates for all suggested datasets is exported from the Registry in a JSON file using ckanapi search datasets q=type:prop include_private=true
   • New status updates are compared with existing status updates in the Solr index and emails are sent out to external public users for any new status updates
   • New status updates exported as JSON are loaded into to the Solr index

4. Provide status updates: Registry users can view a list of suggested datasets for their organization and can provide an update on progress.

5. Search suggested datasets: External public users can search a list of suggested datasets. Each suggested dataset has a details page which shows all the status updates for a suggestion. Users can vote on a suggestion or add comments. The votes and comments are stored in Drupal.