The following collection of scripts performs pre- and post-processing on patent data as part of the patent inventor disambiguation process.

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There are two ways to get started:

• Run preprocess.sh <path-to-config-file> <number-of-threads>

  See process.cfg for an example of a configuration file. The options in the [process] section will be used to determine which data is parsed, which steps are run, and where the data will be located after the process finishes. This process requires IPython to be installed. Note: this is currently broken and is in the process of being fixed

• run parse.py directly to customize which directories are processed and which regex is used to process the files. Run parse.py -h to see the relevant command-line options. Follow with clean.py then consolidate.py to obtain a full set of tables.

To run the clean.py script, the location table must exist in the patentprocessor/lib directory. File requires 7zip to unpack.

In order to speed up the cleaning disambiguations, we use Celery to manage multiple database connections simultaneously. This requires celery (available through pip) and redis (which must be installed separately). These two processes must be run simultaneously with the cleaning script:

• celery -A tasks worker --loglevel=info --logfile=celery.log --concurrency=3 (this must be run from the lib directory)
• redis-server

You can observe the progress by monitoring celery.log

An example setup of this can be observed in run_clean.sh.

The python-based preprocessor is tested on Ubuntu 12.04 and MacOSX 10.6. Any flavor of Unix with the following installed should work, though it is possible to get the toolchain running on Windows.

If you have pip installed, you can simplify the installation process by just running sudo pip install -r requirements.txt from within the patentprocessor directory.

Please file an issue if you find another dependency.

sudo apt-get update
sudo apt-get install python-dev
sudo apt-get install python-setuptools
sudo easy_install -U distribute
sudo apt-get install -y python-Levenshtein make libmysqlclient-dev python-mysqldb python-pip python-zmq python-numpy gfortran libopenblas-dev liblapack-dev g++ sqlite3 libsqlite3-dev python-sqlite redis-server
sudo pip install -r requirements.txt

In order to properly configure the preprocessing environment, the end user must manually perform the following:

• Download the relevant XML files which need to be processed. These can be placed in any directory, but parse.py assumes the current directory .. So far, the parser can handle schemas 4.2, 4.3 and 4.4 for Patent XML files, which can be found going back to 2005 here.

Contributions are welcome, for source code development, testing (including validation and verification), uses cases, etc. We are targeting general PEP-compliance, so even an issue noting where we could do better is appreciated.

Pull requests are especially welcome. Here are a few pointers which will make everything easier:

• Small, tightly constrained commits.
• New files should be in their own commit, and committed before they are used in subsequent commits.
• Commits should tell a story in a logical sequence. It should be possible to understand the gist of the development just from reading the commits (hard, but worthwhile goal).
• The ideal commit:
  • Unit (or similar) test for a single functionality.
  • Implementation to pass the unit test.
  • Documentation (the "why") of the function/method in the appropriate location (platform dependent).
  • 0 or 1 use of the new functionality in production.
  • Further uses of functionality should go in future commits.
• Formatting updates, code cleanup and renaming should go into independent commits.
• Submit only code which is covered by working unit tests.
• Testing scripts, including unit tests, integration tests and functional tests go in the test directory.
• Code which does work goes in the lib directory.
• Code which provides a workflow (i.e., processing patents or building necessary infrastructure) goes in the top level directory. In the future, much of this code may be put into a bin directory.
• Test code should follow the pattern test/test_libfile.py. This pattern may change in the future, whence this documentation will change at that time.

You must rebase before issuing a pull request: git pull --rebase <upstream> master.

Use PEP8 with the following modifications:

• Use vowels, not secret shorthand 1337 cmptr cd fr nmng vrbls.
• Line length to 80 characters, no more.

Before committing changes or submitting a pull request, please make sure that the code passes all of our tests. There are two sets of tests:

• Integration tests: these test the end-to-end status of the preprocessor. From within the integration/ directory, run the script run_integration_tests.sh. If you do not see any diff output, then the test has passed.
• Unit tests: these test individual components of the preprocessor. From within the test/ directory, run the script patenttest.sh. The output will let you know if any tests have failed.

Currently, testing requires having the environment configured as above, and having some of the processing results. That is, testing the "cleaning" phase requires having files from the parse phase.