# Cookbook These quickstart examples gloss over a lot of details in the API. The canonical API documentation (generated from the OpenAPI specification) is available at . The first two simple cookbook examples here include full headers. Later examples only show python client library code snippets. ### Lookup Fulltext URLs by DOI Often you have a DOI or other paper identifier and want to find open copies of the paper to read. In fatcat terms, you want to lookup a release by external identifier, then sort through any associated file entities to find the best files and URLs to download. Note that the [Unpaywall](https://unpaywall.org) API is custom designed for this task and you should look in to using that instead. This is read-only task and requires no authentication. The simple summary is to: 1. GET the release lookup endpoint with the external identifier as a query parameter. Also set the `hide` parameter to elide unused fields, and the `expand` parameter to `files` to include related files in a single request. 2. If you get a hit (HTTP 200), sort through the `files` field (an array) and for each file the `urls` field (also an array) to select the best URL(s). The URL to use would look like in a browser. The query parameters should be URL encoded (eg, the DOI `/` characters replaced with with `%20`), but almost all HTTP tools and libraries will do this automatically. The raw HTTP request would look like: GET /v0/release/lookup?doi=10.1088%2F0264-9381%2F19%2F7%2F380&expand=files&hide=abstracts%2Crefs HTTP/1.1 Accept: */* Accept-Encoding: gzip, deflate Connection: keep-alive Host: api.fatcat.wiki User-Agent: HTTPie/0.9.8 And the response (with some headers removed and JSON body paraphrased): HTTP/1.1 200 OK Connection: keep-alive Content-Length: 1996 Content-Type: application/json Date: Tue, 17 Sep 2019 22:47:54 GMT X-Frame-Options: SAMEORIGIN X-Span-ID: caa70cff-967d-4429-96c6-71909738ab4c { "ident": "3j36alui7fcwncbc4xdaklywb4", "title": "LIGO sensing system performance", "publisher": "IOP Publishing", "release_date": "2002-03-19", "release_stage": "published", "release_type": "article-journal", "release_year": 2002, "revision": "2e36dfbe-9a4b-4917-95bb-f02b04f6b5d0", "state": "active", "work_id": "ejllv7xq4rgrrffpsf3prqurwq" "container_id": "j5iizqxt2rainmxg6nfmpg2ds4", "contribs": [], "ext_ids": { "doi": "10.1088/0264-9381/19/7/380" }, "files": [ { "ident": "vmfyqb77r5gs3pkoekzfcjgsb4", "mimetype": "application/pdf", "release_ids": [ "3j36alui7fcwncbc4xdaklywb4" ], "revision": "66639928-d9e2-45e2-a883-36616d5b0a67", "sha1": "54244fe8d35bff2db2a3ff946e60c194f68821ae", "state": "active", "urls": [ { "rel": "web", "url": "http://www.gravity.uwa.edu.au/amaldi/papers/Landry.pdf" }, { "rel": "webarchive", "url": "https://web.archive.org/web/20081011163648/http://www.gravity.uwa.edu.au/amaldi/papers/Landry.pdf" } ] }, { "ident": "3ta26geysncdxlgswjoaiqlbyu", "mimetype": "application/pdf", "release_ids": [ "3j36alui7fcwncbc4xdaklywb4" ], "revision": "5c7a8cb0-4710-415a-93d5-d7cb6c42dfd1", "sha1": "954c0fb370af7f72a0cb47505b8793e8e5e23136", "state": "active", "urls": [ { "rel": "webarchive", "url": "https://web.archive.org/web/20050624182645/http://www.gravity.uwa.edu.au/amaldi/papers/Landry.pdf" }, { "rel": "webarchive", "url": "https://web.archive.org/web/20091024040004/http://www.gravity.uwa.edu.au/amaldi/papers/Landry.pdf" }, { "rel": "web", "url": "http://www.gravity.uwa.edu.au/amaldi/papers/Landry.pdf" } ] } ], } An `httpie` and `jq` one-liner to grap the first URL would be: http https://api.fatcat.wiki/v0/release/lookup doi==10.1088/0264-9381/19/7/380 expand==files hide==abstracts,refs | jq '.files[0].urls[0].url' -r Using the python client library (`fatcat-openapi-client`), you might do something like: ```python import fatcat_openapi_client from fatcat_openapi_client.rest import ApiException conf = fatcat_openapi_client.Configuration() conf.host = "https://api.fatcat.wiki/v0" api = fatcat_openapi_client.DefaultApi(fatcat_openapi_client.ApiClient(conf)) doi = "10.1088/0264-9381/19/7/380" try: r = api.lookup_release(doi=doi, expand="files", hide="abstracts,refs") except ApiException as ae: if ae.status == 404: print("DOI not found!") return else: raise ae print("Fatcat release found: https://fatcat.wiki/release/{}".format(r.ident)) for f in r.files: if f.mimetype != 'application/pdf': continue for u in r.urls: if u.rel == 'webarchive' and '//web.archive.org/' in u.url: print("Wayback PDF URL: {}".format(u.url) return print("No Wayback PDF URL found") ``` A more advanced lookup tool would check for sibling releases under the same work and provide both alternative links ("no version of record available, but here is the pre-print") and notify the end user about any updates or retractions to the work as a whole. ### Creating an Entity Let's use a container (journal) entity as a simple example of mutation of the catalog. This assumes you already have an editor account and API token, both obtained through the web interface. In summary: 1. Create (POST) an editgroup 2. Create (POST) the container entity as part of editgroup 3. Submit the editgroup for review 4. (privileged) Accept the editgroup See the [API docs](https://api.fatcat.wiki/redoc#section/Authentication) for full details of authentication. To create an editgroup, the raw HTTP request (to ) and response would look like: POST /v0/editgroup HTTP/1.1 Accept: application/json, */* Accept-Encoding: gzip, deflate Authorization: Bearer AgEPZGV2LmZhdGNhdC53aWtpAhYyMDE5MDEwMS1kZXYtZHVtbXkta2V5AAImZWRpdG9yX2lkID0gYWFhYWFhYWFhYWFhYmt2a2FhYWFhYWFhYWkAAht0aW1lID4gMjAxOS0wMS0wOVQwMDo1Nzo1MloAAAYgnroNha1hSftChtxHGTnLEmM/pY8MeQS/jBSV0UNvXug= Connection: keep-alive Content-Length: 2 Content-Type: application/json Host: api.fatcat.wiki User-Agent: HTTPie/0.9.8 {} HTTP/1.1 201 Created Connection: keep-alive Content-Length: 126 Content-Type: application/json Date: Tue, 17 Sep 2019 23:25:55 GMT X-Span-ID: cc016e0e-77ae-4ca0-b1da-b0a38e48a130 { "created": "2019-09-17T23:25:55.273836Z", "editgroup_id": "aqhyo2ulmzfbrewn3rv7dhl65u", "editor_id": "4vmpwdwxxneitkonvgm2pk6kya" } It is important to parse the response to get the `editgroup_id`. Next POST to (with the `editgroup_id` substituted) and the JSON container entity as the body: POST /v0/editgroup/aqhyo2ulmzfbrewn3rv7dhl65u/container HTTP/1.1 Accept: application/json, */* Accept-Encoding: gzip, deflate Authorization: Bearer AgEPZGV2LmZhdGNhdC53aWtpAhYyMDE5MDEwMS1kZXYtZHVtbXkta2V5AAImZWRpdG9yX2lkID0gYWFhYWFhYWFhYWFhYmt2a2FhYWFhYWFhYWkAAht0aW1lID4gMjAxOS0wMS0wOVQwMDo1Nzo1MloAAAYgnroNha1hSftChtxHGTnLEmM/pY8MeQS/jBSV0UNvXug= Connection: keep-alive Content-Length: 54 Content-Type: application/json Host: api.fatcat.wiki User-Agent: HTTPie/0.9.8 { "issnl": "1234-5678", "name": "Journal of Something" } HTTP/1.1 201 Created Connection: keep-alive Content-Length: 181 Content-Type: application/json Date: Tue, 17 Sep 2019 23:30:32 GMT X-Span-ID: eb2f4243-ed43-4a21-bbf0-d653590fcfe2 { "edit_id": "ea203496-ecb9-45c7-ac50-3cb24cdbb58f", "editgroup_id": "aqhyo2ulmzfbrewn3rv7dhl65u", "ident": "g3kyxylxjbej7drf6apqpfkl6i", "revision": "796429d2-44a4-4ece-a9b2-e80edcd4277a" } To submit an editgroup, use the update endpoint with the `submit` query parameter set to `true`. The body should be the editgroup object (as JSON), but is mostly ignored: PUT /v0/editgroup/aqhyo2ulmzfbrewn3rv7dhl65u?submit=true HTTP/1.1 Accept: application/json, */* Accept-Encoding: gzip, deflate Authorization: Bearer AgEPZGV2LmZhdGNhdC53aWtpAhYyMDE5MDEwMS1kZXYtZHVtbXkta2V5AAImZWRpdG9yX2lkID0gYWFhYWFhYWFhYWFhYmt2a2FhYWFhYWFhYWkAAht0aW1lID4gMjAxOS0wMS0wOVQwMDo1Nzo1MloAAAYgnroNha1hSftChtxHGTnLEmM/pY8MeQS/jBSV0UNvXug= Connection: keep-alive Content-Length: 131 Content-Type: application/json Host: api.fatcat.wiki User-Agent: HTTPie/0.9.8 { "created": "2019-09-17T23:25:55.273836Z", "editgroup_id": "aqhyo2ulmzfbrewn3rv7dhl65u", "editor_id": "4vmpwdwxxneitkonvgm2pk6kya" } HTTP/1.1 200 OK Connection: keep-alive Content-Length: 168 Content-Type: application/json Date: Tue, 17 Sep 2019 23:37:06 GMT X-Span-ID: c0ac0406-83ce-4e07-a892-3f83c02ec207 { "created": "2019-09-17T23:25:55.273836Z", "editgroup_id": "aqhyo2ulmzfbrewn3rv7dhl65u", "editor_id": "4vmpwdwxxneitkonvgm2pk6kya", "submitted": "2019-09-17T23:37:06.288434Z" } Lastly, if your editor account as the `admin` role, you can "accept" the editgroup using the accept endpoint: POST /v0/editgroup/aqhyo2ulmzfbrewn3rv7dhl65u/accept HTTP/1.1 Accept: */* Accept-Encoding: gzip, deflate Authorization: Bearer AgEPZGV2LmZhdGNhdC53aWtpAhYyMDE5MDEwMS1kZXYtZHVtbXkta2V5AAImZWRpdG9yX2lkID0gYWFhYWFhYWFhYWFhYmt2a2FhYWFhYWFhYWkAAht0aW1lID4gMjAxOS0wMS0wOVQwMDo1Nzo1MloAAAYgnroNha1hSftChtxHGTnLEmM/pY8MeQS/jBSV0UNvXug= Connection: keep-alive Content-Length: 0 Host: api.fatcat.wiki User-Agent: HTTPie/0.9.8 HTTP/1.1 200 OK Connection: keep-alive Content-Length: 36 Content-Type: application/json Date: Tue, 17 Sep 2019 23:40:21 GMT X-Span-ID: cb4d66f0-9e67-4908-8dff-97489cc87ca2 { "message": "horray!", "success": true } This whole exchange is, of course, must faster with the python library: ```python import fatcat_openapi_client from fatcat_openapi_client.rest import ApiException conf = fatcat_openapi_client.Configuration() conf.host = "https://api.fatcat.wiki/v0" conf.api_key_prefix["Authorization"] = "Bearer" conf.api_key["Authorization"] = "AgEPZGV2LmZhdGNhdC53aWtpAhYyMDE5MDEwMS1kZXYtZHVtbXkta2V5AAImZWRpdG9yX2lkID0gYWFhYWFhYWFhYWFhYmt2a2FhYWFhYWFhYWkAAht0aW1lID4gMjAxOS0wMS0wOVQwMDo1Nzo1MloAAAYgnroNha1hSftChtxHGTnLEmM/pY8MeQS/jBSV0UNvXug=" api = fatcat_openapi_client.DefaultApi(fatcat_openapi_client.ApiClient(conf)) c = fatcat_openapi_client.ContainerEntity( name="Test Journal", issnl="1234-5678", ) editgroup = api.create_editgroup(description="my test editgroup") c_edit = api.create_container(editgroup.editgroup_id, c) api.update_editgroup(editgroup.editgroup_id, submit=True) # only if you have permissions api.accept_editgroup(editgroup.editgroup_id) ``` ### Updating an Existing Entity It is important to ensure that edits/updates are *idempotent*, in this case meaning that if you ran the same script twice in quick succession, no mutation or update would occur the second time. This is usually achieved by always fetching entities just before an edit and checking that updates are actually necessary. The basic process is to: 1. Fetch (GET) or Lookup (GET) the existing entity. Check that edit is actually necessary! 2. Create (POST) a new editgroup 3. Update (PUT) the entity 4. Submit (PUT) the editgroup for review Python example code: ```python import fatcat_openapi_client from fatcat_openapi_client.rest import ApiException conf = fatcat_openapi_client.Configuration() conf.host = "https://api.fatcat.wiki/v0" conf.api_key_prefix["Authorization"] = "Bearer" conf.api_key["Authorization"] = "AgEPZGV2LmZhdGNhdC53aWtpAhYyMDE5MDEwMS1kZXYtZHVtbXkta2V5AAImZWRpdG9yX2lkID0gYWFhYWFhYWFhYWFhYmt2a2FhYWFhYWFhYWkAAht0aW1lID4gMjAxOS0wMS0wOVQwMDo1Nzo1MloAAAYgnroNha1hSftChtxHGTnLEmM/pY8MeQS/jBSV0UNvXug=" api = fatcat_openapi_client.DefaultApi(fatcat_openapi_client.ApiClient(conf)) new_name = "Classical and Quantum Gravity" c = api.get_container('j5iizqxt2rainmxg6nfmpg2ds4') if c.name == new_name: print("Already updated!") return c.name = new_name editgroup = api.create_editgroup(description="my test container editgroup") c_edit = api.update_container(editgroup.editgroup_id, c.ident, c) api.update_editgroup(editgroup.editgroup_id, submit=True) ``` ### Merging Duplicate Entities Like other mutations, be careful that any merge oprations do not clobber the catalog if run multiple times. Summary: 1. Fetch (GET) both entities. Ensure that merging is still required. 2. Decide which will be the "primary" entity (the other will redirect to it) 3. Create (POST) a new editgroup 4. Update (PUT) the "primary" entity with any updated metadata merged from the other entity (optional), and the editgroup id set 5. Update (PUT) the "other" entity with the redirect flag set to the primary's identifier. 6. Submit (PUT) the editgroup for review 7. Somebody (human or bot) with admin privileges will Accept (POST) the editgroup. Python example code: ```python import fatcat_openapi_client from fatcat_openapi_client.rest import ApiException conf = fatcat_openapi_client.Configuration() conf.host = "https://api.fatcat.wiki/v0" conf.api_key_prefix["Authorization"] = "Bearer" conf.api_key["Authorization"] = "AgEPZGV2LmZhdGNhdC53aWtpAhYyMDE5MDEwMS1kZXYtZHVtbXkta2V5AAImZWRpdG9yX2lkID0gYWFhYWFhYWFhYWFhYmt2a2FhYWFhYWFhYWkAAht0aW1lID4gMjAxOS0wMS0wOVQwMDo1Nzo1MloAAAYgnroNha1hSftChtxHGTnLEmM/pY8MeQS/jBSV0UNvXug=" api = fatcat_openapi_client.DefaultApi(fatcat_openapi_client.ApiClient(conf)) left = api.get_creator('iimvc523xbhqlav6j3sbthuehu') right = api.get_creator('lav6j3sbthuehuiimvc523xbhq') # check that merge/redirect hasn't happened yet assert left.state == 'active' and right.state == 'active' assert left.redirect = None and right.redirect_id = None assert left.revision != right.revision # decide to merge "right" into "left" if not left.orcid: left.orcid = right.orcid if not left.surname: left.surname = right.surname editgroup = api.create_editgroup(description="my test creator merge editgroup") left_edit = api.update_creator(editgroup.editgroup_id, left.ident, left) right_edit = api.update_creator(eidtgroup.editgroup_id, right.ident, fatcat_openapi_client.CreatorEntity(redirect=left.ident)) api.update_editgroup(editgroup.editgroup_id, submit=True) ``` ### Batch Create Entities When importing large numbers (thousands) of entities, it can be faster to use the batch create operations instead of individual editgroup and entity creation. Using the batch endpoints requires care because the potential to pollute the catalog with bad entities (and the effort required to clean up) can be much larger. These methods always require the `admin` role, because they are the equivalent of creation and editgroup accept. It is not currently possible to do batch updates or deletes in a single request. The basic process is: 1. Confirm that input entities should be created (eg, using identifier lookups), and bundle into groups of 50-100 entities. 2. Batch create (POST) a set of entities, with editgroup metadata included along with list of entities (all of a single type). Entire batch is inserted in a single request. ```python import fatcat_openapi_client from fatcat_openapi_client.rest import ApiException conf = fatcat_openapi_client.Configuration() conf.host = "https://api.fatcat.wiki/v0" conf.api_key_prefix["Authorization"] = "Bearer" conf.api_key["Authorization"] = "AgEPZGV2LmZhdGNhdC53aWtpAhYyMDE5MDEwMS1kZXYtZHVtbXkta2V5AAImZWRpdG9yX2lkID0gYWFhYWFhYWFhYWFhYmt2a2FhYWFhYWFhYWkAAht0aW1lID4gMjAxOS0wMS0wOVQwMDo1Nzo1MloAAAYgnroNha1hSftChtxHGTnLEmM/pY8MeQS/jBSV0UNvXug=" api = fatcat_openapi_client.DefaultApi(fatcat_openapi_client.ApiClient(conf)) releases = [ ReleaseEntity( ext_ids=ReleaseExtIds(doi="10.123/456"), title="Dummy Release", ), ReleaseEntity( ext_ids=ReleaseExtIds(doi="10.123/789"), title="Another Dummy Release", ), # ... more releases here ... ] # check that releases don't exist already; this could be a filter for r in releases: existing = None try: existing = api.lookup_release(doi=r.ext_ids.doi) except ApiException as ae assert ae.status == 404 assert existing is None # ensure our batch size isn't too large assert len(releases) <= 100 editgroup = api.create_release_auto_batch( fatcat_openapi_client.ReleaseAutoBatch( editgroup=fatcat_openapi_client.Editgroup( description="my test batch", ), entity_list=releases, ) ) ``` ### Import New Files Linked to Releases Let's say you knew of many open access PDFs, including their SHA-1, size, and a URL: 10.123/456 7043946a7afe0ee32c9d4c22a9b3fc2ba6d34b42 7238 https://archive.org/download/open_access_files/456.pdf 10.123/789 350a8d5c6fac151ec2c81d4df5d58d14aeefc72f 1277 https://archive.org/download/open_access_files/789.pdf 10.123/900 9d9a9868a661b13c32fd38021addadb7b4a31122 166 https://archive.org/download/open_access_files/900.pdf [...] The process for adding these could be something like: 1. For each row, check if file with SHA-1 exists; if so, skip 2. For each row, lookup the release by DOI; if it doesn't exist, skip 3. Transform into File entities 3. Group entities into batches 4. Submit batches to API There are multiple ways to structure code to do this. You may want to look at the `importer` class under `python/fatcat_tools/importers/common.py`, and other existing import scripts in that directory for a framework to structure this type of import. Here is a simpler example using only the python library: ```python # TODO: actually test this code import sys import fatcat_openapi_client from fatcat_openapi_client import * from fatcat_openapi_client.rest import ApiException conf = fatcat_openapi_client.Configuration() conf.host = "https://api.fatcat.wiki/v0" conf.api_key_prefix["Authorization"] = "Bearer" conf.api_key["Authorization"] = "AgEPZGV2LmZhdGNhdC53aWtpAhYyMDE5MDEwMS1kZXYtZHVtbXkta2V5AAImZWRpdG9yX2lkID0gYWFhYWFhYWFhYWFhYmt2a2FhYWFhYWFhYWkAAht0aW1lID4gMjAxOS0wMS0wOVQwMDo1Nzo1MloAAAYgnroNha1hSftChtxHGTnLEmM/pY8MeQS/jBSV0UNvXug=" api = fatcat_openapi_client.DefaultApi(fatcat_openapi_client.ApiClient(conf)) HAVE_ADMIN = False def try_row(fields): # remove any extra whitespace fields = [f.strip() for f in fields] doi = fields[0] sha1 = fields[1] size = int(fields[2]) url = fields[3] # check for existing file try: existing = api.lookup_file(sha1=sha1) print("File with SHA-1 exists: {}".format(sha1)) return None except ApiException as ae: if ae.status != 404: raise ae # lookup release by DOI try: release = api.lookup_release(doi=doi) except ApiException as ae: if ae.status == 404: print("No existing release for DOI: {}".format(doi)) return None else: raise ae fe = FileEntity( release_ids=[release.ident], sha1=sha1, size=size, urls=[FileUrl(rel="archive", url=url)], ) return fe def run(input_file): file_entities = [] for line in input_file: fe = try_row(line.split('\t')) if fe: file_entities.append(fe) if not file_entities: print("Tried all lines, nothing to do!") # TODO: iterate over fixed-size batches first_batch = file_entities[:100] # easy way: create as a batch if you have permission if HAVE_ADMIN: editgroup = api.create_release_auto_batch( fatcat_openapi_client.ReleaseAutoBatch( editgroup=fatcat_openapi_client.Editgroup( description="my test batch", ), entity_list=releases, ) ) return # longer way: create one-at-a-time editgroup = api.create_editgroup(Editgroup( description="batch import of files-by-DOI. Data from XYZ", extra={ # put the name of your script/project here 'agent': 'tutorial_example_script', }, )) for fe in first_batch: edit = api.create_file(editgroup.editgroup_id, fe) # submit for review api.update_editgroup(editgroup.editgroup_id, editgroup, submit=True) print("Submitted editgroup: https://fatcat.wiki/editgroup/{}".format(editgroup.editgroup_id)) print("Done!") if __name__=='__main__': if len(sys.argv) != 2: print("Pass input TSV file as argument") sys.exit(-1) with open(sys.argv[1], 'r') as input_file: run(input_file) # ensure our batch size isn't too large assert len(releases) <= 100 editgroup = api.create_release_auto_batch( fatcat_openapi_client.ReleaseAutoBatch( editgroup=fatcat_openapi_client.Editgroup( description="my test batch", ), entity_list=releases, ) ) ```