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FAST_reconciliation_setup.md

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Instructions for installing and running FAST reconciliation service in OpenRefine

Download GitHub repository for FAST reconciliation service

https://github.com/cmharlow/fast-reconcile

Download and install Python version 2.7.18

https://www.python.org/downloads/release/python-2718/

Although the documentation explains the reconciliation service will work with Python 3, the DS team found that the service would only work with a 2.x version.

For PC: Install Instructions (found through the above GitHub repository for running FAST reconciliation service through OpenRefine)

  1. Open command line interface
  2. Navigate to file directory location for the fast-reconcile repository files on your local machine: cd c:\path\to\fast-reconcile
  3. Install requirements: pip2.7 install -r requirements.txt
  4. Edit the file 'reconcile.py' by changing the last line (line #235) to read: app.run(host='localhost', port='5432')
  5. Run and debug reconcile.py: python reconcile.py --debug
  6. Open/Run OpenRefine
  7. Click on down arrow of column to be reconciled
  8. From drop-down menu, choose Reconcile -> Start reconciling
  9. In the reconciliation service pop-up window, click the Add Standard Service... button
  10. Enter URL for the reconciliation service running locally (should run at http://localhost:5432/reconcile)
  11. Select Fast Reconciliation Service from options in the left-hand Services column of pop-up window
  12. Select reconciliation parameters and preferences (e.g., entity types, details from other columns)
  13. Click Start Reconciling... button to begin reconciliation

For Mac: Install Instructions

  1. Open Terminal from Launchpad
  2. Navigate to file directory location for the fast-reconcile repository files on your local machine: enter cd then drag and drop the “fast-reconcile-master” folder
  3. Install requirements: pip2.7 install -r requirements.txt
  4. Run and debug reconcile.py: python reconcile.py --debug
  5. Open/Run OpenRefine
  6. Click on down arrow of column to be reconciled
  7. From drop-down menu, choose Reconcile -> Start reconciling
  8. In the reconciliation service pop-up window, click the Add Standard Service... button
  9. Enter URL for the reconciliation service running locally (should run at http://localhost:5432/reconcile)
  10. Select Fast Reconciliation Service from options in the left-hand Services column of pop-up window
  11. Select reconciliation parameters and preferences (e.g., entity types, details from other columns)
  12. Click Start Reconciling... button to begin reconciliation