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aaronmk
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Installation:
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Install: make install
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3370
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aaronmk
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WARNING: This will delete the current public schema of your VegBIEN DB!
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702
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aaronmk
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Uninstall: make uninstall
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3370
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aaronmk
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WARNING: This will delete your entire VegBIEN DB!
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3374
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aaronmk
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This includes all archived imports and staging tables.
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554
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aaronmk
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3674
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aaronmk
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Maintenance:
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Important: Whenever you install a system update that affects PostgreSQL or
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any of its dependencies, such as libc, you should restart the PostgreSQL
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server. Otherwise, you may get strange errors like "the database system
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is in recovery mode" which go away upon reimport.
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702
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aaronmk
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Data import:
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4487
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aaronmk
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On local machine:
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make test by_col=1
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5016
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aaronmk
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See note under Testing below
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4487
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aaronmk
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On vegbiendev:
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4482
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aaronmk
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svn up
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6059
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aaronmk
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make inputs/upload
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For each newly-uploaded datasource: make inputs/<datasrc>/reinstall
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4482
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aaronmk
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Update the schemas: make schemas/reinstall
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WARNING: This will delete the current public schema of your VegBIEN DB!
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To save it: make schemas/rotate
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4793
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aaronmk
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Important: This must be done *after* running make_analytical_db on a
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previous import
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5206
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aaronmk
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Start column-based import: . bin/import_all by_col=1
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To use row-based import: . bin/import_all
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4481
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aaronmk
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To stop all running imports: . bin/stop_imports
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5318
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aaronmk
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WARNING: Do NOT run import_all in the background, or the jobs it creates
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won't be owned by your shell.
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5563
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aaronmk
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Note that import_all will several hours to import the NCBI backbone and
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TNRS names before returning control to the shell.
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4481
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aaronmk
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Wait (overnight) for the import to finish
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6103
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aaronmk
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tail inputs/{.,}*/*/logs/*.r<revision>[.-]*log.sql
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Check that every input's log ends in "Encountered 0 error(s)"
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If many do not, fix the bug and discard the current (partial) import:
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make schemas/public/reinstall
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Otherwise, continue
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aaronmk
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Determine the import name:
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bin/import_name inputs/{.,}*/*/logs/*.r<revision>[.-]*log.sql
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Archive the last import: make schemas/rename/public.<import_name>
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4790
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aaronmk
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Important: This must be done *after* running make_analytical_db
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4481
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aaronmk
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Delete previous imports so they won't bloat the full DB backup:
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5461
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aaronmk
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make backups/public.<version>.backup/remove
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5917
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aaronmk
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make backups/TNRS.backup-remake &
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5461
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aaronmk
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make backups/public.<version>.backup/test &
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make backups/vegbien.<version>.backup/test &
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4481
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aaronmk
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On local machine:
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6049
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aaronmk
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make inputs/download-logs
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4623
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aaronmk
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make backups/download
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4677
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aaronmk
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If desired, record the import times in inputs/import.stats.xls:
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Open inputs/import.stats.xls
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Insert a copy of the leftmost Column-based column group before it
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Update the import date in the upper-right corner
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5461
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aaronmk
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./bin/import_times inputs/{.,}*/*/logs/*.r<revision>[.-]*log.sql
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4677
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aaronmk
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Paste the output over the # Rows/Time columns, making sure that the
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row counts match up with the previous import's row counts
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If the row counts do not match up, insert or reorder rows as needed
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until they do
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4777
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Commit: svn ci -m "inputs/import.stats.xls: Updated import times"
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6212
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aaronmk
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To remake analytical DB: bin/make_analytical_db &
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To view progress:
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tail -f inputs/analytical_db/logs/make_analytical_db.log.sql
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3381
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aaronmk
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3545
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Backups:
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3408
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Archived imports:
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Back up: make backups/public.<date>.backup &
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3546
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aaronmk
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Note: To back up the last import, you must archive it first (above)
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3410
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aaronmk
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Test: make backups/public.<date>.backup/test &
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3408
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Restore: make backups/public.<date>.backup/restore &
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Remove: make backups/public.<date>.backup/remove
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3701
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aaronmk
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Download: make backups/download
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5801
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aaronmk
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TNRS cache:
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Back up: make backups/TNRS.backup-remake &
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Restore:
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yes|make inputs/.TNRS/uninstall
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make backups/TNRS.backup/restore &
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yes|make schemas/public/reinstall
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Must come after TNRS restore to recreate tnrs_input_name view
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3408
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aaronmk
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Full DB:
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3546
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aaronmk
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Back up, test, and rotate: make backups/vegbien.backup/all &
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3439
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aaronmk
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Back up and rotate: make backups/vegbien.backup/rotate &
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Test: make backups/vegbien.<date>.backup/test &
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Restore: make backups/vegbien.<date>.backup/restore &
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3701
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aaronmk
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Download: make backups/download
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3698
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aaronmk
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Import logs:
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Download: make inputs/download-logs
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554
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aaronmk
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1773
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aaronmk
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Datasource setup:
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4219
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aaronmk
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Add a new datasource: make inputs/<datasrc>/add
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<datasrc> may not contain spaces, and should be abbreviated.
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If the datasource is a herbarium, <datasrc> should be the herbarium code
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as defined by the Index Herbariorum <http://sweetgum.nybg.org/ih/>
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4360
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aaronmk
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Install any MySQL export:
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Create database in phpMyAdmin
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mysql -p database <export.sql
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4218
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aaronmk
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Add input data for each table present in the datasource:
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Choose a table name from <https://projects.nceas.ucsb.edu/nceas/projects
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/bien/wiki/VegCSV#Suggested-table-names>, or use a custom name
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4264
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aaronmk
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Note that if this table will be joined together with another table, its
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name must end in ".src"
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4219
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aaronmk
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make inputs/<datasrc>/<table>/add
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4342
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aaronmk
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Important: DO NOT just create an empty directory named <table>!
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This command also creates necessary subdirs, such as logs/.
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106 |
4219
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aaronmk
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Place the CSV for the table in inputs/<datasrc>/<table>/
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107 |
4264
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aaronmk
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OR place a query joining other tables together in
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5881
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aaronmk
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inputs/<datasrc>/<table>/create.sql
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109 |
4212
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aaronmk
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Important: When exporting relational databases to CSVs, you MUST ensure
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that embedded quotes are escaped by doubling them, *not* by
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preceding them with a "\" as is the default in phpMyAdmin
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3612
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aaronmk
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If there are multiple part files for a table, and the header is repeated
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in each part, make sure each header is EXACTLY the same.
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(If the headers are not the same, the CSV concatenation script
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assumes the part files don't have individual headers and treats the
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subsequent headers as data rows.)
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4255
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aaronmk
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Add <table> to inputs/<datasrc>/import_order.txt before other tables
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4220
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aaronmk
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that depend on it
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3611
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aaronmk
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Install the staging tables:
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4219
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aaronmk
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make inputs/<datasrc>/reinstall quiet=1 &
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To view progress: tail -f inputs/<datasrc>/<table>/logs/install.log.sql
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View the logs: tail -n +1 inputs/<datasrc>/*/logs/install.log.sql
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3611
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aaronmk
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tail provides a header line with the filename
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+1 starts at the first line, to show the whole file
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For every file with an error 'column "..." specified more than once':
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4182
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aaronmk
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Add a header override file "+header.<ext>" in <table>/:
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3611
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aaronmk
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Note: The leading "+" should sort it before the flat files.
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"_" unfortunately sorts *after* capital letters in ASCII.
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Create a text file containing the header line of the flat files
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Add an ! at the beginning of the line
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This signals cat_csv that this is a header override.
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For empty names, use their 0-based column # (by convention)
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For duplicate names, add a distinguishing suffix
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For long names that collided, rename them to <= 63 chars long
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Do NOT make readability changes in this step; that is what the
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map spreadsheets (below) are for.
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Save
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If you made any changes, re-run the install command above
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6015
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aaronmk
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Auto-create the map spreadsheets: make inputs/<datasrc>/
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3576
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aaronmk
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Map each table's columns:
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4125
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aaronmk
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In each <table>/ subdir, for each "via map" map.csv:
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3576
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aaronmk
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Open the map in a spreadsheet editor
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4125
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aaronmk
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Open the "core map" /mappings/Veg+-VegBIEN.csv
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3576
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aaronmk
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In each row of the via map, set the right column to a value from the
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left column of the core map
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Save
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4219
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aaronmk
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Regenerate the derived maps: make inputs/<datasrc>/
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3593
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aaronmk
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Accept the test cases:
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4219
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aaronmk
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make inputs/<datasrc>/test
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3593
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aaronmk
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When prompted to "Accept new test output", enter y and press ENTER
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3690
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aaronmk
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If you instead get errors, do one of the following for each one:
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- If the error was due to a bug, fix it
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- Add a SQL function that filters or transforms the invalid data
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- Make an empty mapping for the columns that produced the error.
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Put something in the Comments column of the map spreadsheet to
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prevent the automatic mapper from auto-removing the mapping.
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3783
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aaronmk
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When accepting tests, it's helpful to use WinMerge
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(see WinMerge setup below for configuration)
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4476
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aaronmk
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make inputs/<datasrc>/test by_col=1
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If you get errors this time, this always indicates a bug, usually in
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either the unique constraints or column-based import itself
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162 |
5881
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aaronmk
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Add newly-created files: make inputs/<datasrc>/add
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163 |
4219
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aaronmk
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Commit: svn ci -m "Added inputs/<datasrc>/" inputs/<datasrc>/
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164 |
3585
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aaronmk
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Update vegbiendev:
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On vegbiendev: svn up
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166 |
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On local machine: make inputs/upload
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167 |
4291
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aaronmk
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On vegbiendev:
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Follow the steps under Install the staging tables above
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make inputs/<datasrc>/test
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1773
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aaronmk
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171 |
702
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aaronmk
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Schema changes:
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5227
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aaronmk
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Remember to update the following files with any renamings:
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schemas/filter_ERD.csv
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mappings/VegCore-VegBIEN.csv
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175 |
6058
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aaronmk
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mappings/verify.*.sql
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176 |
702
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aaronmk
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Regenerate schema from installed DB: make schemas/remake
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177 |
1967
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aaronmk
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Reinstall DB from schema: make schemas/reinstall
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178 |
3370
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aaronmk
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WARNING: This will delete the current public schema of your VegBIEN DB!
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179 |
3589
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aaronmk
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Reinstall staging tables: . bin/reinstall_all
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180 |
702
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aaronmk
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Sync ERD with vegbien.sql schema:
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Run make schemas/vegbien.my.sql
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Open schemas/vegbien.ERD.mwb in MySQLWorkbench
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Go to File > Export > Synchronize With SQL CREATE Script...
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For Input File, select schemas/vegbien.my.sql
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Click Continue
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Click in the changes list and press Ctrl+A or Apple+A to select all
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Click Update Model
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Click Continue
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Note: The generated SQL script will be empty because we are syncing in
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the opposite direction
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Click Execute
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Reposition any lines that have been reset
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Add any new tables by dragging them from the Catalog in the left sidebar
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to the diagram
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Remove any deleted tables by right-clicking the table's diagram element,
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selecting Delete '<table name>', and clicking Delete
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Save
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198 |
1774
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aaronmk
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If desired, update the graphical ERD exports (see below)
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Update graphical ERD exports:
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200 |
702
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aaronmk
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Go to File > Export > Export as PNG...
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201 |
1774
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aaronmk
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Select schemas/vegbien.ERD.png and click Save
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202 |
702
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aaronmk
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Go to File > Export > Export as SVG...
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203 |
1774
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aaronmk
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Select schemas/vegbien.ERD.svg and click Save
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204 |
702
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aaronmk
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Go to File > Export > Export as Single Page PDF...
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205 |
4087
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aaronmk
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Select schemas/vegbien.ERD.1_pg.pdf and click Save
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1774
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aaronmk
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Go to File > Print...
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In the lower left corner, click PDF > Save as PDF...
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Set the Title and Author to ""
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209 |
4087
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aaronmk
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Select schemas/vegbien.ERD.pdf and click Save
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210 |
5226
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aaronmk
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Refactoring tips:
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To rename a table:
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212 |
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In vegbien.sql, do the following:
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Replace regexp (?<=_|\b)<old>(?=_|\b) with <new>
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This is necessary because the table name is *everywhere*
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Search for <new>
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216 |
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Manually change back any replacements inside comments
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217 |
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To rename a column:
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Rename the column: ALTER TABLE <table> RENAME <old> TO <new>;
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219 |
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Recreate any foreign key for the column, removing CONSTRAINT <name>
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This resets the foreign key name using the new column name
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221 |
6320
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aaronmk
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Creating a poster of the ERD:
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222 |
6326
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aaronmk
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Determine the poster size:
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223 |
6320
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aaronmk
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Measure the line height (from the bottom of one line to the bottom
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224 |
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of another): 16.3cm/24 lines = 0.679cm
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225 |
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Measure the height of the ERD: 35.4cm*2 = 70.8cm
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226 |
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Zoom in as far as possible
|
227 |
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Measure the height of a capital letter: 3.5mm
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228 |
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Measure the line height: 8.5mm
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229 |
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Calculate the text's fraction of the line height: 3.5mm/8.5mm = 0.41
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230 |
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Calculate the text height: 0.679cm*0.41 = 0.28cm
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231 |
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Calculate the text height's fraction of the ERD height:
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232 |
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0.28cm/70.8cm = 0.0040
|
233 |
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Measure the text height on the *VegBank* ERD poster: 5.5mm = 0.55cm
|
234 |
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Calculate the VegBIEN poster height to make the text the same size:
|
235 |
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0.55cm/0.0040 = 137.5cm H; *1in/2.54cm = 54.1in H
|
236 |
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The ERD aspect ratio is 11 in W x (2*8.5in H) = 11x17 portrait
|
237 |
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Calculate the VegBIEN poster width: 54.1in H*11W/17H = 35.0in W
|
238 |
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The minimum VegBIEN poster size is 35x54in portrait
|
239 |
6327
|
aaronmk
|
Determine the cost:
|
240 |
|
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The FedEx Kinkos near NCEAS (1030 State St, Santa Barbara, CA 93101)
|
241 |
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charges the following for posters:
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242 |
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base: $7.25/sq ft
|
243 |
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lamination: $3/sq ft
|
244 |
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mounting on a board: $8/sq ft
|
245 |
203
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aaronmk
|
|
246 |
1459
|
aaronmk
|
Testing:
|
247 |
|
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Mapping process: make test
|
248 |
4292
|
aaronmk
|
Including column-based import: make test by_col=1
|
249 |
4985
|
aaronmk
|
If the row-based and column-based imports produce different inserted
|
250 |
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row counts, this usually means that a table is underconstrained
|
251 |
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(the unique indexes don't cover all possible rows).
|
252 |
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This can occur if you didn't use COALESCE(field, null_value) around
|
253 |
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a nullable field in a unique index. See sql_gen.null_sentinels for
|
254 |
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the appropriate null value to use.
|
255 |
1459
|
aaronmk
|
Map spreadsheet generation: make remake
|
256 |
1744
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aaronmk
|
Missing mappings: make missing_mappings
|
257 |
1459
|
aaronmk
|
Everything (for most complete coverage): make test-all
|
258 |
702
|
aaronmk
|
|
259 |
3783
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aaronmk
|
WinMerge setup:
|
260 |
|
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Install WinMerge from <http://winmerge.org/>
|
261 |
3785
|
aaronmk
|
Open WinMerge
|
262 |
|
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Go to Edit > Options and click Compare in the left sidebar
|
263 |
3783
|
aaronmk
|
Enable "Moved block detection", as described at
|
264 |
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<http://manual.winmerge.org/Configuration.html#d0e5892>.
|
265 |
3784
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aaronmk
|
Set Whitespace to Ignore change, as described at
|
266 |
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<http://manual.winmerge.org/Configuration.html#d0e5758>.
|
267 |
3783
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aaronmk
|
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268 |
3133
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aaronmk
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Documentation:
|
269 |
|
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To generate a Redmine-formatted list of steps for column-based import:
|
270 |
6291
|
aaronmk
|
make inputs/ACAD/Specimen/logs/steps.by_col.log.sql
|
271 |
5210
|
aaronmk
|
To import and scrub just the test taxonomic names:
|
272 |
5415
|
aaronmk
|
inputs/test_taxonomic_names/test_scrub
|
273 |
3133
|
aaronmk
|
|
274 |
702
|
aaronmk
|
General:
|
275 |
|
|
To see a program's description, read its top-of-file comment
|
276 |
|
|
To see a program's usage, run it without arguments
|
277 |
3389
|
aaronmk
|
To remake a directory: make <dir>/remake
|
278 |
|
|
To remake a file: make <file>-remake
|