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Introduction

We would like to be able to determine how fresh is the data on HDX for two purposes. Firstly, we want to be able to encourage data contributors to make regular updates of their data where applicable, and secondly, we want to be able to tell users of HDX how up to date are the datasets in which they are interested. 

Important fields
FieldDescriptionPurpose
data_update_frequencyDataset expected update frequencyShows how often the data is expected to be updated or at least checked to see if it needs updating
revision_last_updatedResource last modified dateIndicates the last time the resource was updated irrespective of whether it was a major or minor change
dataset_dateDataset dateThe date referred to by the data in the dataset. It changes when data for a new date comes to HDX so may not need to change for minor updates
There are two dates that data can have and this can cause confusion, so we define them clearly here:
  1. Date of update: The last time the data was was looked at to confirm it is up to date. The ideal is that the date of update history corresponds with what is selected in the expected update frequency. This is revision_last_updated.
  2. Date of data: The actual date of the data. An update could consist of just confirming that the data has not changed. This is dataset_date.

When we talk about "update time", we are referring to option 1.
The method of determining whether a resource is updated depends upon where the file is hosted. If it is hosted by HDX, then the update time is recorded, but if externally, then there can be challenges in determining if a url has been updated or not. 
 

Once we have an update time for a dataset's resources, we can calculate its age and combined with the update frequency, we can ascertain the freshness of the dataset. 
 

Dataset Aging Methodology

A resource's age can be measured using today's date - last update time. For a dataset, we take the lowest age of all its resources. This value can be compared with the update frequency to determine an age status for the dataset.


Thought had previously gone into classification of the age of datasets. Reviewing that work, the statuses used (up to date, due, overdue and delinquent) and formulae for calculating those statuses are sound so they have been used as a foundation. It is important that we distinguish between what we report to our users and data providers with what we need for our automated processing. For the purposes of reporting, then the terminology we use is simply fresh or not fresh. For contacting data providers, we must give them some leeway from the due date (technically the date after which the data is no longer fresh): the automated email would be sent on the overdue date rather than the due date. The delinquent date would also be used in an automated process that tells us it is time for us to manually contact the data providers to see if they have any problems we can help with regarding updating their data.


Update Frequency

Dataset age state thresholds

(how old must a dataset be for it to have this status)

FreshNot Fresh

Up-to-date

Due

Overdue

Delinquent

Daily

0 days old

1 day old

due_age = f

2 days old

overdue_age = f + 2

3 days old

delinquent_age = f + 3

Weekly

0 - 6 days old

7 days old

due_age = f

14 days old

overdue_age = f + 7

21 days old

delinquent_age = f + 14

Fortnightly

0 - 13 days old

14 days old

due_age = f

21 days old

overdue_age = f + 7

28 days old

delinquent_age = f + 14

Monthly

0 -29 days old

30 days old

due_age = f

44 days old

overdue_age = f + 14

60 days old

delinquent_age = f + 30

Quarterly

0 - 89 days old

90 days old

due_age = f

120 days old

overdue_age = f + 30

150 days old

delinquent_age = f + 60

Semiannually

0 - 179 days old

180 days old

due_age = f

210 days old

overdue_age = f + 30

240 days old

delinquent_age = f + 60

Annually

0 - 364 days old

365 days old

due_age = f

425 days old

overdue_age = f + 60

455 days old

delinquent_age = f + 90


NeverAlwaysNeverNeverNever

Here is a presentation about data freshness from January 2017 that provides a good introduction.

Data Freshness Architecture

Data freshness consists of a database, REST API, freshness process and freshness emailer.

There is a docker container hosting the Postgres database (https://hub.docker.com/r/unocha/alpine-postgres/ - 201703-PR116) and a port is open on there to allow connection from external database clients (hdxdatateam.xyz:5432). There is a another Docker container (https://hub.docker.com/r/mcarans/alpine-haskell-postgrest/) that exposes a REST API to the database (http://hdxdatateam.xyz:3000/) - the docker setup for this is here: https://github.com/OCHA-DAP/alpine-haskell-postgrest. The freshness process and freshness emailer are also within their own Docker containers. The docker-compose that brings all these containers together is here: https://github.com/OCHA-DAP/hdx-data-freshness-docker.

Here is an overall view of the architecture:

 

Data Freshness Process

More information on the Data Freshness process can be found by clicking the above link.

 

Data Freshness Emailer

More information on the Data Freshness emailer can be found by clicking the above link.

Next Steps

Related to that is ongoing work to make the field visible in the UI  HDX-4894 - Getting issue details... STATUS .

As data freshness collects a lot of metadata, it could be used for more general reporting. If needed, the list of metadata collected could be extended. 

Even for datasets which have an update frequency of "never", there could be an argument for a very rare mail reminder just to confirm data really is static.

For the case where data is unchanged and we have sent an overdue email, we should give the option for contributors to respond directly to the automated mail to say so (perhaps by clicking a button in the message).

The amount of datasets that are hosted outside of HDX is growing rapidly and these represent a problem for data freshness if their update time is not available. Rather than ignore them, the easiest solution is to send a reminder to users according to the update frequency  - the problem is that this would be irrespective of whether they have already updated and so potentially annoying.

Another way is to provide guidance to data contributors so that as they consider how to upload resources, we steer them towards a particular technological solution that is helpful to us eg. using a Google spreadsheet with our update trigger added.  We could investigate a fuller integration between HDX and Google spreadsheets so that if a data provider clicks a button in HDX, it will create a resource pointing to a spreadsheet in Google Drive with the trigger set up that opens automatically once they enter their Google credentials. We may need to investigate other platforms for example creating document alerts in OneDrive for Business and/or macros in Excel spreadsheets (although as noted earlier, this might create a support headache). 

References

Using the Update Frequency Metadata Field and Last_update CKAN field to Manage Dataset Freshness on HDX:

https://docs.google.com/document/d/1g8hAwxZoqageggtJAdkTKwQIGHUDSajNfj85JkkTpEU/edit#

Dataset Aging service:

https://docs.google.com/document/d/1wBHhCJvlnbCI1152Ytlnr0qiXZ2CwNGdmE1OiK7PLzo/edit

https://github.com/luiscape/hdx-monitor-ageing-service


University of Vienna paper on methodologies for estimating next change time for a resource based on previous update history:
University of Vienna presentation of data freshness:


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