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Open Inside: The Open Source Tools that Power Archive-It Partners 2009 Gordon Mohr, Internet Open Inside: The Open Source Tools that Power Archive-It Partners 2009 Gordon Mohr, Internet Archive November 4, 2009

Archive-It Unifies Many Tools Archive-It: managing, designing, monitoring, scheduling, reporting Integrated Tools: collecting, storing, Archive-It Unifies Many Tools Archive-It: managing, designing, monitoring, scheduling, reporting Integrated Tools: collecting, storing, displaying, searching

Open Source & Standards from IA • 3 open source software projects – Heritrix Open Source & Standards from IA • 3 open source software projects – Heritrix collecting – Wayback displaying – Nutch. WAX searching • 1 co-developed ISO standard – WARC File Format storing

Open Source from Elsewhere • • Linux Apache/Tomcat My. SQL Lucene-Nutch-Hadoop Open Source from Elsewhere • • Linux Apache/Tomcat My. SQL Lucene-Nutch-Hadoop

Why Open Source? • Open Source Initiative says: “Open source is a development method Why Open Source? • Open Source Initiative says: “Open source is a development method for software that harnesses the power of distributed peer review and transparency of process. The promise of open source is better quality, higher reliability, more flexibility, lower cost, and an end to predatory vendor lock-in. ” • More than access to source code: Right to change, reuse, extend • Wins: – Harmonize formats, practices – Avoid duplication of effort – Reduce costs

Projects Genesis: 2003 • Internet Archive wanted more control over its own software & Projects Genesis: 2003 • Internet Archive wanted more control over its own software & collections • Discussions with national libraries USA, Canada, UK, France, Iceland, Sweden, Norway, Finland, Denmark, Italy, Australia • Desire to share tools, formats, experiences avoid duplicated effort, closed & inflexible tools • Formed: International Internet Preservation Consortium (IIPC) http: //www. netpreserve. org

Heritrix Heritrix

What is Heritrix? Open-source Extensible Web-scale Archival-quality Web crawling software http: //crawler. archive. org What is Heritrix? Open-source Extensible Web-scale Archival-quality Web crawling software http: //crawler. archive. org

Heritrix Motivations • Deeper, specialized, in-house crawling • Open source – Encourage collaboration on Heritrix Motivations • Deeper, specialized, in-house crawling • Open source – Encourage collaboration on features and best practices – Avoid duplication of work, incompatibilities • Archival-quality – Perfect copies – Keep up with changing web – Meet evolving needs of Internet Archive and International Internet Preservation Consortium

Heritrix Overview • Heritrix means heiress • Java, modular • Project website: http: //crawler. Heritrix Overview • Heritrix means heiress • Java, modular • Project website: http: //crawler. archive. org – News, downloads, documentation, issue-tracking – Sourceforge: open source hosting site • Source-code control (SVN) • Official downloads • “Lesser” GPL or Apache license – easy reuse • Outside contributions welcome

Milestones • 1. 0 release in March 2004 • Major releases since: – – Milestones • 1. 0 release in March 2004 • Major releases since: – – – – 1. 2 new scope options (2004) 1. 4 improved memory use (2005) 1. 6 remote control (2005) 1. 8 scaling (2006) 1. 10 protocols, formats, fixes (2006) 1. 12 “smart” duplicate reduction (2007) 2. 0 “smart” prioritization (2008) 1. 14 WARC, performance (2008 -2009)

Archive-It Uses Heritrix 1. 14. 3+ • • • AKA “ 1. 15. 4” Archive-It Uses Heritrix 1. 14. 3+ • • • AKA “ 1. 15. 4” WARC/1. 0 Many minor fixes Same as all contract/national crawls Available as developer build Will become 1. 14. 4

Heritrix – future • Next major release: Heritrix 3. 0 – Crawl configuration by Heritrix – future • Next major release: Heritrix 3. 0 – Crawl configuration by ‘Spring’ – Scriptable configuration – Web-service remote control • Other upcoming priorities – “Smart” continuous/automatic revisits (3. 2) (from change detection to prediction) – Rich media improvements – Spam/trap/mirror suppression – Automate ever-larger crawls

Heritrix – more info • Project website – http: //crawler. archive. org • Source Heritrix – more info • Project website – http: //crawler. archive. org • Source code – Sourceforge ‘SVN’ • Discussion – http: //tech. groups. yahoo. com/group/archivecrawler/ • Issues/Bugs – http: //webarchive. jira. com/browse/HER • Key IA staff: – Steve Sisney, Gordon Mohr

Wayback Wayback

What is Wayback? Open Source Java Modular Scalable Customizable Web Archive Access Tool http: What is Wayback? Open Source Java Modular Scalable Customizable Web Archive Access Tool http: //archive-access. sourceforge. net/projects/wayback

Wayback – the beginning • Inception in 2005 – Aim: URL-based browsing ‘as if’ Wayback – the beginning • Inception in 2005 – Aim: URL-based browsing ‘as if’ at previous dates – Contrasts with classic: • Open source, diverse installs • Java vs. Perl/C • Refactored: – Many extension points – Basis for new features & experiments • First release: “ 0. 2. 0” December 2005 Now at 1. 4. 2 (July 2009)

Wayback Features • Starting with an URL: – See list of captures by date Wayback Features • Starting with an URL: – See list of captures by date – See extension URLs (same site) – View a capture • Once browsing (“replay”): – Browse web ‘as it was’ – Best-match clickthroughs

Wayback: Modular Components • Query User Interface – Calendar, Search Engine, XML • Replay Wayback: Modular Components • Query User Interface – Calendar, Search Engine, XML • Replay User Interface – Archival URL, Timeline, Proxy • Resource Index – CDX, BDB, Remote, Nutch, Aggregated • Resource Store – Local ARC, HTTP 1. 1 Remote ARC

Archive-It Uses Wayback 1. 4. 2+ • • UI customized Adds server-side rewriting-mode Available Archive-It Uses Wayback 1. 4. 2+ • • UI customized Adds server-side rewriting-mode Available from project source-control Next major release: 1. 6. 0

Wayback – more info • Website – http: //archive-access. sourceforge. net/projects/wayback/ • Source code Wayback – more info • Website – http: //archive-access. sourceforge. net/projects/wayback/ • Source code – Sourceforge ‘SVN’ • Discussion – https: //lists. sourceforge. net/lists/listinfo/archive-accessdiscuss • Issues/Bugs – https: //webarchive. jira. com/browse/ACC • Key IA staff: – Brad Tofel

Nutch. WAX Nutch. WAX

What is Nutch. WAX? Open Source Java Full-Text Indexing End-User Querying for Web Archives What is Nutch. WAX? Open Source Java Full-Text Indexing End-User Querying for Web Archives Built on Lucene/Nutch/Hadoop http: //archive-access. sourceforge. net/projects/nutch

Nutch. WAX Background • Lucene – Open-source Java full-text indexing – Popular, mature • Nutch. WAX Background • Lucene – Open-source Java full-text indexing – Popular, mature • Nutch – Extensions to Lucene – For web content, access, scale • Hadoop – Spun off from Nutch – Inspired by Google’s Map-Reduce

Nutch. WAX • Inception in 2005 • Nutch Web Archive e. Xtensions – Utilities Nutch. WAX • Inception in 2005 • Nutch Web Archive e. Xtensions – Utilities for using (W)ARCs as Nutch input – Configuration for date dimension – Handle repeated URLs • First release – “ 0. 2. 1” – July 2005 – Now at 0. 12. 8 (September 2009)

Archive-It Uses Nutch. WAX 0. 12. 8 • Latest official release • Recent changes Archive-It Uses Nutch. WAX 0. 12. 8 • Latest official release • Recent changes driven by Archive-It – Caching support – Index maintenance processes (merging) – ‘Reboost’ for reranking

Nutch. WAX – more info • Website – http: //archive-access. sourceforge. net/projects/nutchwax/ • Source Nutch. WAX – more info • Website – http: //archive-access. sourceforge. net/projects/nutchwax/ • Source code – Sourceforge ‘SVN’ • Discussion – https: //lists. sourceforge. net/lists/listinfo/archive-accessdiscuss • Issues/Bugs – https: //webarchive. jira. com/browse/WAX • Key IA staff: – Aaron Binns

WARC WARC

What is WARC? IIPC ISO Standard Flexible Simple Format for Web Archive Files http: What is WARC? IIPC ISO Standard Flexible Simple Format for Web Archive Files http: //tinyurl. com/2 eusle (drafts)

WARC Overview • WARC = Web ARChive file format • Next generation of ARC, WARC Overview • WARC = Web ARChive file format • Next generation of ARC, called for by IIPC – ARC format created by the Internet Archive – Over 1 PB of ARCs gathered since 1996

WARC Goals • Store arbitrary metadata (e. g. , subject classifier, discovered language, encoding) WARC Goals • Store arbitrary metadata (e. g. , subject classifier, discovered language, encoding) • Data compression and record integrity • Store all control information from the harvesting protocol (e. g. , request headers) • Store the results of data migrations • Store a duplicate detection event • Distinguishable from the legacy ARC • Globally unique record identifiers • Deterministic handling of long records (e. g. , truncation, segmentation).

ARC vs. WARC • Both are a simple sequence of content blocks, each introduced ARC vs. WARC • Both are a simple sequence of content blocks, each introduced by a small text header • ARCs only 1 -line header + protocol response • WARCs add: – multi-line header with extensible fields – New record types: • Request, Response, Resource • Metadata, Revisit, Conversion, Warcinfo, Continuation

What does the future hold? What does the future hold?

What does the future hold? Expand improve toolset – Driven by user requests, contributions, What does the future hold? Expand improve toolset – Driven by user requests, contributions, sponsors – Unify access tools – Verify and improve internationalization

What does the future hold? Keep up with the web – New formats, protocols, What does the future hold? Keep up with the web – New formats, protocols, design techniques – Content challenges: • Deep content • Spam • Interactive applications / AJAX / Javascript

Thank You Gordon Mohr Internet Archive Web Group gojomo@archive. org Thank You Gordon Mohr Internet Archive Web Group gojomo@archive. org

Thank You Gordon Mohr Internet Archive Web Group gojomo@archive. org Thank You Gordon Mohr Internet Archive Web Group gojomo@archive. org