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# Version 2 (2021-02-18)

As target document we want, as per `proposals/2021-01-29_citation_api.md` the following:

```
BiblioRef ("bibliographic reference")
    _key: Optional[str] elasticsearch doc key
        ("release", source_release_ident, ref_index)
        ("wikipedia", source_wikipedia_article, ref_index)
    update_ts: Optional[datetime] elasticsearch doc timestamp

    # metadata about source of reference
    source_release_ident: Optional[str]
    source_work_ident: Optional[str]
    source_wikipedia_article: Optional[str]
        with lang prefix like "en:Superglue"
    # skipped: source_openlibrary_work
    # skipped: source_url_surt
    source_release_stage: Optional[str]
    source_year: Optional[int]

    # context of the reference itself
    ref_index: int
        1-indexed, not 0-indexed
    ref_key: Optional[str]
        eg, "Lee86", "BIB23"
    ref_locator: Optional[str]
        eg, page number

    # target of reference (identifiers)
    target_release_ident: Optional[str]
    target_work_ident: Optional[str]
    target_openlibrary_work: Optional[str]
    target_url_surt: Optional[str]
    target_url: Optional[str]
        would not be stored in elasticsearch, but would be auto-generated
        by all "get" methods from the SURT, so calling code does not need
        to do SURT transform
    # skipped: target_wikipedia_article

    match_provenance: str
        crossref, pubmed, grobid, etc
    match_status: Optional[str]
        strong, weak, etc
        TODO: "match_strength"?
    match_reason: Optional[str]
        "doi", "isbn", "fuzzy title, author", etc
        maybe "fuzzy-title-author"?

    target_unstructured: string (only if no release_ident link/match)
    target_csl: free-form JSON (only if no release_ident link/match)
        CSL-JSON schema (similar to ReleaseEntity schema, but not exactly)
        generated from unstructured by a GROBID parse, if needed
```

This resulting docs/index will be generated from various pipelines:

* various identifier joins (doi, pmid, pmcid, arxiv, ...)
* a fuzzy matching pipeline
* a wikipedia "scan" over publications, by DOI, title, direct link
* an open library "scan", matching possibly ISBN or book titles against the catalog
* relating a source document to all its referenced web pages (as `target_url`)

The raw inputs:

* release export (expanded or minimized)
* an aggregated list of references
* wikipedia dumps, e.g. en, de, fr, es, ...
* an openlibrary dump
* auxiliary data structures, e.g. journal name lookup database (abbreviations), etc.
* MAG, base, aminer, and other datasets to run comparisons against

# Setup and deployment

* [-] clone this repo
* [x] copy "zipapp"
* [x] setup raw inputs in settings.ini
* [x] run task

Using shiv for creating single-file deployment. Single config file. Handle to
list and inspect files. Keep it minimal. External tools in skate.

----

# Match with more complete data

* [x] more sensible changing between inputs (e.g. sample, full, etc.)

For joins.

* [x] reduce release entities to minimum (ReleaseEntityReduced)

Reduced 120G to 48G, big win (stipping files, refs, and container extra); 154203375 docs (12min to count)

* [ ] extract not to (ident, value), but (ident, value, doc) or the like
* [ ] the joined row should contain both md blobs to generate fuller schema

Zipped Merge

We need:

* refs to releases, derive key, sort
* reduced releases, derive key, sort

* [ ] sort fatcat and refs by key
* [ ] zipped iteration over both docs (and run verify)

----

# Other datasets

* [ ] https://archive.org/details/enwiki-20210120, example: https://archive.org/download/enwiki-20210120/enwiki-20210120-pages-articles-multistream11.xml-p6899367p7054859.bz2

----

## Zipped Verification

* beside a one blob per line model, we can run a "comm" like procedure to verify group (or run any other routine on groups)

Advantages of zip mode:

* only need to generate any sorted dataset; we can save the "group by" transform
* easier to carry the whole doc around, which is what we want, to generate a
  more complete result document

```
$ skate-verify -m zip -R <(zstdcat -T0 /bigger/.cache/refcat/FatcatSortedKeys/dataset-full-date-2021-02-20.json.zst) \
    -F <(zstdcat -T0 /bigger/.cache/refcat/RefsSortedKeys/dataset-full-date-2021-02-20.json.zst)
```

A basic framework in Go for doing zipped iteration.

* we need the generic (id, key, doc) format, maybe just a jq tweak

----

Example size increase by carrying data to the key matching step; about 10x (3 to 30G compressed).

----

* Putting pieces together:

* 620,626,126 DOI "join"
* 23,280,469 fuzzy
* 76,382,408 pmid
* 49,479 pmcid
* 3,011,747 arxiv

COCI/crossref has currently:

* 759,516,507 citation links.
* we: ~723,350,228

```
$ zstdcat -T0 /bigger/.cache/refcat/BiblioRefV1/dataset-full-date-2021-02-20.json.zst|LC_ALL=C wc
717435777 717462400 281422956549
```

----

Some notes on unparsed data:

```
    "unstructured": "S. F. Fischer and A. Laubereau, Chem. Phys. Lett. 55, 189 (1978).CHPLBC0009-2614"

$ zstdcat -T0 /bigger/scholar/fatcat_scholar_work_fulltext.refs.json.zst| jq
-rc 'select(.biblio.title == null and .biblio.doi == null and .biblio.pmid ==
null and .biblio.unstructured != null) | .biblio.unstructured' | head -1000000
| grep -c -E ' [0-9]{1,3}-[0-9]{1,3}'
```

* 4400/100000; 5% of 500M would still be 25M?



* pattern matching?

```
$ zstdcat -T0 /bigger/scholar/fatcat_scholar_work_fulltext.refs.json.zst | jq -rc 'select(.biblio.title == null and .biblio.doi == null and .biblio.pmid == null and .biblio.unstructured != null) | .biblio.unstructured'
```

Data lineage for "v2":

```
$ refcat.pyz deps BiblioRefV2
 \_ BiblioRefV2(dataset=full, date=2021-02-20)
    \_ BiblioRefZippyPMID(dataset=full, date=2021-02-20)
       \_ FatcatPMID(dataset=full, date=2021-02-20)
          \_ ReleaseExportReduced(dataset=full, date=2021-02-20)
             \_ ReleaseExportExpanded(dataset=full, date=2021-02-20)
       \_ RefsPMID(dataset=full, date=2021-02-20)
          \_ Refs(dataset=full, date=2021-02-20)
    \_ BiblioRefFromFuzzyClusters(dataset=full, date=2021-02-20)
       \_ RefsFatcatClusters(dataset=full, date=2021-02-20)
          \_ RefsFatcatSortedKeys(dataset=full, date=2021-02-20)
             \_ RefsReleasesMerged(dataset=full, date=2021-02-20)
                \_ ReleaseExportReduced(dataset=full, date=2021-02-20)
                   \_ ReleaseExportExpanded(dataset=full, date=2021-02-20)
                \_ RefsToRelease(dataset=full, date=2021-02-20)
                   \_ Refs(dataset=full, date=2021-02-20)
    \_ BiblioRefZippyPMCID(dataset=full, date=2021-02-20)
       \_ RefsPMCID(dataset=full, date=2021-02-20)
          \_ Refs(dataset=full, date=2021-02-20)
       \_ FatcatPMCID(dataset=full, date=2021-02-20)
          \_ ReleaseExportReduced(dataset=full, date=2021-02-20)
             \_ ReleaseExportExpanded(dataset=full, date=2021-02-20)
    \_ BiblioRefZippyDOI(dataset=full, date=2021-02-20)
       \_ FatcatDOI(dataset=full, date=2021-02-20)
          \_ ReleaseExportReduced(dataset=full, date=2021-02-20)
             \_ ReleaseExportExpanded(dataset=full, date=2021-02-20)
       \_ RefsDOI(dataset=full, date=2021-02-20)
          \_ Refs(dataset=full, date=2021-02-20)
    \_ BiblioRefZippyArxiv(dataset=full, date=2021-02-20)
       \_ RefsArxiv(dataset=full, date=2021-02-20)
          \_ Refs(dataset=full, date=2021-02-20)
       \_ FatcatArxiv(dataset=full, date=2021-02-20)
          \_ ReleaseExportReduced(dataset=full, date=2021-02-20)
             \_ ReleaseExportExpanded(dataset=full, date=2021-02-20)
```

----

* reran V2 derivation from scratch on aitio (w/ unstructured)
* 785569011 docs; 103% OCI