**************************** Introduction **************************** This is the documentation for CIVET\ [#f1]_—Contentious Incident Variable Entry Template—customizable data entry system. CIVET was developed by the NSF-sponsored project titled “A Method for Leveraging Public Information Sources for Social Science Research” which is creating tools to improve the efficiency of data generation in the social sciences. The project had an initial focus on coding event data in the domain of contentious politics, but we expect that these tools will be relevant in a number of data-generation domains. The core objective of CIVET is to provide a reasonably simple—yes, simple—set of commands that will allow a user to set up a web-based coding environment without the need to master the likes of HTML, CSS and Javascript. As currently implemented, the system is a rather ugly prototype; it will also be evolving as we add additional elements. Nonetheless, the system should now be useable for coding. CIVET is implemented in the widely-used and well documented Python-based Django system [#f2]_ which is widely available on various cloud platforms: a rather extended list of “Django-friendly” hosting services can be found at https://code.djangoproject.com/wiki/DjangoFriendlyWebHosts The complete CIVET code is licensed as open source under the MIT license and provided on GitHub at https://github.com/civet-software . CIVET currently has two modes: **Coding form template:** This is a template-based for setting up a web-based coding form which implements several of the common HTML data entry formats and exports the resulting data as a tab-delimited text file. This is fully functional and should be useable for small projects. **Text annotation/extraction:** This uses CIVET “workspaces” which combine related texts, their metadata, and the coding form. Workspaces allow for manual and automated text annotation, then the ability to extract various types of information into the fields of a coding form. Program Navigation Placeholders ================================== CIVET is still under development and not all of the options have been fully implemented. If you see a page with a message of the form ``The option [something] has yet to be implemented. Use the back arrow in your browser to return to the previous screen.`` you have encountered one of those options: as noted, just use the “Back” option in your browser to return to the previous screen. These are primarily in the “Workspace Management” papge. Status of the Program: 31 August 2015 ===================================== The NSF funding for the project ended on this date. At this point, all of the documented features of the program should be working except as noted above. However, we are just beginning the process of operational field testing and it is likely—which is to say, inevitable— that some additional bugs will be found, hence this is still considered “Beta-0.9” rather than “1.0.” We currently have two field tests underway, and are hoping to get some additional ones going, and will be posting bug fixes to GitHub promptly as these appear and are resolved. At present, we have not developed any software for generating the workspace files, though we expect to have at least a couple programs available in the next few months. The problem here is that identifying the various metadata and components in a set of texts is highly specific to the text source, and to date we've not found general solutions for this. As noted in the final chapter of this document, over the next year or so we will be seeking additional funding for tool development for these “front-end” tasks, though given the very slow pace of the public funding cycle, this is unlikely to occur until late in 2016 at the earliest. In the meantime, we will be leveraging tools developed in existing projects and, of course, would very much appreciate the contribution of any ancillary tools that the user community develops, particularly for common sources such as Lexis-Nexis, Factiva, ProQuest, LDC Gigaword, and various news feeds and social media. Status of the Program: August 2016 ===================================== Over the past year, CIVET has been used in two projects, though both with my assistance in generating the YAML files and with some additional customization, much of which has been incorporated into the general system. To my knowledge, however—and if you know of some project using this, please let me know—it has not been used for the originally intended purpose of providing a platform which would allow someone with relatively limited programming knowledge to create a web-based form. I suspect this is due to one or more of the following factors: - The process of getting Django installed, while thoroughly documented, apparently can require some experimentation and tweaking. That said, one of the projects decided to install Django on laptops used by the coders rather than through a server: this allowed the coders to work anywhere. - When using workspaces, which allow access to the most sophisticated parts of the system, the texts must be converted to the YAML format, a task for which I've yet to see a general solution and almost certainly requires Python, perl or Java programming skills - Realistically, there are only a small number of new projects starting in any given year which are sufficiently large that existing tools such as spreadsheets or Google Forms are inadequate. And many of those, of course, will have resources to directly develop customized pages rather than working within the constraints of CIVET So, this is essentially just an open-source version of a codebase that I can customize to generate coding forms. Which I'm realizing is probably pretty much what about 95% of open-source projects are, though that still gives the client a whole lot more knowledge and power than they have with a proprietary system, even if they never change a line of code. Whatever. Some random observations from those two deployments: - Additional customization of the code has gone quite smoothly, even allowing for the inevitable decay of my comprehension of the system. Granted, even when I've forgotten the details of the code I'm still working with my programming idioms, but it does seem like as a base, this is quite solid. The same can be said for the YAML workspace format. - Neither of the two installations made any use of the manual annotation, and in the second, the ``NEVER_ANNOTATE`` option was added to bypass this entirely: annotation is either handled automatically using vocabulary files, or directly putting the HTML into the YAML files. - More generally, though completely expected, the deployment have generated a number of interesting ideas for new features that did not emerge in the abstract design phase. I've also left in some custom code—commented-out or otherwise deactivated— that could be used for examples of further possible extensions. - On two occasions over the past year there were changes to Django that required minor changes—one or two lines of code— to CIVET in order to keep it running. Unsurprisingly, we have also found that Django is more likely to be fully compatible with up-to-date hardware and operating systems: in particular, one project ran into some issues running it on some old copies of Windows. Once again, this is less of a turn-key system than I'd hoped. Documentation ============= Documentation is maintained using the `Sphinx `_ system, which provides both an `on-line version `_ and a reasonably-well-formatted PDF version. There are links to both of these compiled versions on the home page; the ``.rst`` source texts for the documentation are in the directory *djcivet_site/docs*. That directory contains a Sphinx *Makefile* so revisions can be compiled using the standard command ``make html latexpdf``. The on-line documentation currently resides at the site http://civet.parusanalytics.com/civetdocs/; [#f3]_ a PDF version can be downloaded by clicking the ``Download PDF`` link on the home page. [#f4]_ .. rubric:: Footnotes .. [#f1] http://en.wikipedia.org/wiki/CIVET .. [#f2] An earlier prototype was implemented in the ``Flask`` framework: see Appendix 4 .. [#f3] This is a bug, not a feature: there is presumably a way of accessing these at *djcivet_site/docs/_build/html/*, or somewhere else within the *djcivet_site/* directory in a manner that has them correctly rendered, but I haven't figured it out yet. Fixes are welcome. .. [#f4] This is handled in ``views.download_pdfdocs()``: it first looks for the PDF version of the documentation in *docs/_build/latex/civetdoc.pdf*, which is where the most current version is likely to be located when the documentation was produced using the ``make latexpdf`` command in the *docs/* directory. If that isn't present, it checks the */static/* directory: this can be used in deployments in order to avoid uploading *docs/*. If neither is available, it gets the copy posted at http://civet.parusanalytics.com/, which may or may not correspond exactly to the version being used depending on what modifications have been made. The command ``make movepdf`` will copy *civetdoc.pdf* from *_build/latex* to */static/*