README should not be notes

1 files changed, 197 insertions, 0 deletions

diff --git a/notes/general.md b/notes/general.md
new file mode 100644
index 0000000..03f6ec4
--- /dev/null
+++ b/notes/general.md
@@ -0,0 +1,197 @@
+# fuzzycat (wip)
+
+Fuzzy matching publications for [fatcat](https://fatcat.wiki).
+
+* [fuzzycat](https://pypi.org/project/fuzzycat/)
+
+Note: This is currently work-in-progress.
+
+## Motivation
+
+Most of the results on sites like [Google
+Scholar](https://scholar.google.com/scholar?q=fuzzy+matching) group
+publications into clusters. Each cluster represents one publication, abstracted
+from its concrete representation as a link to a PDF.
+
+We call the abstract publication
+[work](https://guide.fatcat.wiki/entity_work.html) and the concrete instance a
+[release](https://guide.fatcat.wiki/entity_release.html). One goal is to group
+releases under works and to implement a versions feature (self-match). Another
+goal is to have support for matching of external lists (e.g. title lists or
+other document) to the existing records.
+
+This repository contains both generic code for matching as well as fatcat
+specific code using the fatcat openapi client.
+
+## Running and Deployment
+
+We defer more packaging polish until the code stabilizes a bit more. For now:
+
+```
+$ git clone git@github.com:miku/fuzzycat.git && cd fuzzycat
+$ pipenv install --deploy
+$ pipenv run python -m fuzzycat.main
+```
+
+For the future, an independent [pex](https://github.com/pantsbuild/pex) or
+[shiv](https://github.com/linkedin/shiv) executable would be a convenient
+option to allow execution from any directory.
+
+## Datasets
+
+A few relevant datasets are:
+
+* release and container metadata from a bulk fatcat export, e.g.
+  [https://archive.org/details/fatcat_bulk_exports_2020-08-05](https://archive.org/details/fatcat_bulk_exports_2020-08-05)
+* issn journal level data, via [issnlister](https://github.com/miku/issnlister)
+* journal abbreviation lists
+
+## Matching approaches
+
+![](static/approach.png)
+
+## Performance data points
+
+### Against elasticsearch
+
+Candidate generation via elasticsearch, 40 parallel queries, sustained speed at
+about 17857 queries per hour, that is around 5 queries/s.
+
+```
+$ time cat ~/data/researchgate/x04 | \
+    parallel -j40 --pipe -N 1 ./fatcatx_rg_unmatched.py - \
+    > ~/data/researchgate/x04_results.ndj
+...
+real    3409m16.442s
+user    29177m5.516s
+sys     4927m3.277s
+```
+
+### Without a search index
+
+Candidate grouping for self-match can be done locally by extracting a key per
+document, then a group by (via sort and uniq). Clustering 150M docs took about
+607min (around 4k docs/s, no verification step).
+
+## Data issues
+
+### A republished article
+
+* [https://fatcat.wiki/release/search?q=%22The+doctor+with+seven+billion+patients%22](https://fatcat.wiki/release/search?q=%22The+doctor+with+seven+billion+patients%22)
+
+There is "student BMJ" and "BMJ" - this (html) article (interview) has been
+first published on "sbmj" (Published 07 July 2011), then "bmj" (Published 10
+August 2011).
+
+> Notes; Originally published as: Student BMJ 2011;19:d3983
+
+* https://www.bmj.com/content/343/sbmj.d3983
+* https://www.bmj.com/content/343/bmj.d4964
+
+It is essentially the same text, same title, author, just different DOI and
+probably a different recorded date.
+
+Generic pattern "republication" duplicate:
+
+* metadata mostly same, except date and doi
+
+### Common title
+
+Probably a few thousand very common short titles.
+
+* [https://fatcat.wiki/release/search?q=%22Book+Reviews%22](https://fatcat.wiki/release/search?q=%22Book+Reviews%22) (238852)
+
+Some authors do this regularly:
+
+* [https://fatcat.wiki/release/search?q=%22Book+Reviews%22+%22william%22+%22michael%22](https://fatcat.wiki/release/search?q=%22Book+Reviews%22+%22william%22+%22michael%22) (398)
+
+Different DOI, so we know it is different.
+
+More examples:
+
+* [https://fatcat.wiki/release/search?q=%22errata%22](https://fatcat.wiki/release/search?q=%22errata%22) (37680)
+* [https://fatcat.wiki/release/search?q=%22Einleitung%22](https://fatcat.wiki/release/search?q=%22Einleitung%22) (68005)
+* [https://fatcat.wiki/release/search?q=%22Notes%22](https://fatcat.wiki/release/search?q=%22Notes%22) (1507705)
+* [https://fatcat.wiki/release/search?q=%22Letters+to+the+Editor%22](https://fatcat.wiki/release/search?q=%22Letters+to+the+Editor%22) (30976)
+
+### Title with extra data
+
+* like ISBN, ISSN, price and all kind of extra metadata
+* [https://fatcat.wiki/release/search?q=title%3A%22ISBN%22](https://fatcat.wiki/release/search?q=title%3A%22ISBN%22)
+* titles typically get longer: [https://fatcat.wiki/release/olxswrilxfci3ibb3bg5xhstr4](https://fatcat.wiki/release/olxswrilxfci3ibb3bg5xhstr4)
+* some of these are actually "reviews", e.g. [https://fatcat.wiki/release/4blc5mfc5bfaxkofuletqxuzp4](https://fatcat.wiki/release/4blc5mfc5bfaxkofuletqxuzp4)
+
+Another example:
+
+* too [long](https://fatcat.wiki/release/hewmq4afvnew7pwttvulzguubu), original suggested citation seems to be:
+
+> Parker, S. and Kerrod, R. (2002), "Children’s) Space Busters (1st) Looking at Stars (2nd)", Reference Reviews, Vol. 16 No. 5, pp. 26-27. https://doi.org/10.1108/rr.2002.16.5.26.252
+
+### Sometimes a title will be ambiguous
+
+For example given a title "Shakespeare in Tokyo" we would have to always return "ambiguous", as there are at least two separate publication with that name:
+
+* [https://fatcat.wiki/release/search?q=%22Shakespeare+in+Tokyo%22](https://fatcat.wiki/release/search?q=%22Shakespeare+in+Tokyo%22)
+
+This is similar to journal names, where some journal names will always be ambiguous.
+
+### Versions
+
+* same title, same authors, "vX" doi
+* [https://fatcat.wiki/release/search?q=%22Self-similarity+analysis+of+the+non-linear%22](https://fatcat.wiki/release/search?q=%22Self-similarity+analysis+of+the+non-linear%22)
+
+Sometimes, we have a couple of preprint versions, plus a published version (with a slightly different title):
+
+* [https://fatcat.wiki/release/search?q=%22Time-periodic+solutions+of+massive%22](https://fatcat.wiki/release/search?q=%22Time-periodic+solutions+of+massive%22)
+
+### Almost same
+
+* same author, maybe year
+* different DOI
+* title almost the same, e.g. [MassIVE MSV000085583 - Aedes aegypti protein profile and proteome analysis](https://fatcat.wiki/release/search?q=%22Aedes+aegypti+protein+profile+and+proteome+analysis%22)
+
+### Duplication by different granularity
+
+* [https://fatcat.wiki/release/search?q=%22Volkshochschule+Leipzig%22](https://fatcat.wiki/release/search?q=%22Volkshochschule+Leipzig%22) (20308)
+* contains both yearly entries, as well as "DOI per page",
+  [https://fatcat.wiki/release/r734v367nza4tl37j6d74rfqo4](https://fatcat.wiki/release/r734v367nza4tl37j6d74rfqo4);
+could group pages under "container" of yearly release?
+* We have [one container](https://github.com/internetarchive/fatcat/blob/4f80b87722d64f27c985f0040ea177269b6e028b/fatcat-openapi2.yml#L704-L709) per release, currently.
+
+### Partial titles
+
+A metadata title might differ from the full title.
+
+* [https://fatcat.wiki/release/search?q=%22Brain-derived+neurotrophic+factor%22](https://fatcat.wiki/release/search?q=%22Brain-derived+neurotrophic+factor%22)
+
+Here, the [release](https://fatcat.wiki/release/2vi655gcejffhnzzbkkcnjpscm) points to two PDFs, one is an article, the other a weekly report (summary).
+
+### Exact duplicates
+
+* [https://fatcat.wiki/release/search?q=%22WEIGHTED+LIPSCHITZ+ESTIMATES+FOR+COMMUTATORS+ON+WEIGHTED+MORREY-HERZ+SPACES%22](https://fatcat.wiki/release/search?q=%22WEIGHTED+LIPSCHITZ+ESTIMATES+FOR+COMMUTATORS+ON+WEIGHTED+MORREY-HERZ+SPACES%22)
+
+### Difference in Subtitle (invisible)
+
+Subtitle is not visible metadata, all same, except for the DOI and the page number. Different.
+
+* [https://fatcat.wiki/release/search?q=%22Slip+in+tungsten+monocarbide%22](https://fatcat.wiki/release/search?q=%22Slip+in+tungsten+monocarbide%22)
+
+### The "what a difference a char makes" case
+
+Typically a yearly report, or "part 1", "part 2", like this:
+
+* [https://fatcat.wiki/release/search?q=%22The+Use+of+Bone+Age+in+Clinical+Practice+%22](https://fatcat.wiki/release/search?q=%22The+Use+of+Bone+Age+in+Clinical+Practice+%22)
+
+DOI differs and could hard code some patterns.
+
+### Published to two sites
+
+An article can have multiple DOI, e.g. when republished by a site that gives out DOI, e.g. researchgate. Example:
+
+* [Effect of Chlorophyll and Anthocyanin on the Secondary Bonds of Poly Vinyl Chloride](https://fatcat.wiki/release/search?q=%22Effect+of+Chlorophyll+and+Anthocyanin+on+the+Secondary+Bonds+of+Poly+Vinyl+Chloride+%22)
+
+> https://doi.org/10.11648/j.ijmsa.s.2015040201.15, https://doi.org/10.13140/rg.2.1.2398.3606
+
+Probably many "10.13140" prefixed DOI has at least another DOI.
+
+Some might be "rg-only", like this: [https://fatcat.wiki/release/search?q=%22Marco+de+trabajo+basado+en+los+datos+enlazados+para%22](https://fatcat.wiki/release/search?q=%22Marco+de+trabajo+basado+en+los+datos+enlazados+para%22)