Once you have your capsule running, you may find it useful to open this guide in an internet browser in your capsule so you can copy and paste commands. The short link for this page is: https://wiki.htrc.illinois.edu/x/TQFRAQ.
Overview of Generic Research Workflow in a Capsule
- Register and sign in to your HTRC account.
- Create and start a Capsule in the HTRC.
- View your Capsule using the Remote Desktop view/Terminal view, or SSH into your capsule in maintenance mode.
- Configure the software environment of the Capsule as needed. Download the scripts or programs you plan to use in your analysis.
- Switch Capsule to secure mode through HTRC.
- Run your analysis against the secure HTRC corpus repository.
- Move your results to the secure volume storage on the Capsule.
- Switch Capsule back to maintenance mode to regain normal network access.
Note: You will need to create an HTRC account if you don't already have one.
From the Analytics homepage, create a capsule by clicking on Data Capsules on the top menu. You will be asked to provide information about the capsule you would like to create. This step also explains how to create or convert an existing Capsule to one with access to the full HathiTrust corpus, for HathiTrust members only.
Create a Capsule
Check Capsule Status
Convert a Research Capsule
Navigate to the Capsule Creation Page
Navigate to "Data Capsules" on the top menu of HTRC Analytics.
Create a Capsule
Click Create A Capsule toward the top right.
You will be prompted to choose to create either a Demo Capsule or a Research Capsule
Create Demo Capsule
- Demo Capsules are not configureable and can access public domain content only.
- You cannot request to export derived data from a Demo Capsule.
Hit the Create Capsule button. The capsule creation procedure usually takes about 1 minute to complete. Refresh your screen to see if it has finished.
Create Research Capsule
- Demo Capsules are configureable and by default can access public domain content only.
- You request to export derived data from a Research Capsule.
- Additional information is required to create your Capsule.
- During creation or after it's created, researchers from HathiTrust member institutions can request for their Research Capsule to be converted to one with computational access to the full HathiTrust corpus, including in-copyright content.
Fill out the form with the title of your research project, and choose the specs for your Capsule.
There are 2 images you can choose from, one that includes sample public domain volumes from HathiTrust for you to test with, and one that does not.
Capsule size can range from 2-4 VCPUs and from 4-16 GB of memory. The VCPUs and memory allocation you choose will affect the processing speed of your Capsule.
Add the description for your research project. These answers will be used to aid in reviewing requests to export results from your Capsule. The more information you can provide, the more easily we can assess your results for adherence to the HTRC's Non-consumptive Use Research Policy.
Affiliates of HathiTrust member institutions can check the box to request a Capsule with access to the full HathiTrust corpus.
Include more information about your anticipated results to further assist in the human review of your data export requests.
If you like, you can choose to allow HTRC to communicate anonymized information about your research project. You must also agree that you will not share your log-in information for HTRC Analytics with anyone.
Check Capsule Status
After creating a capsule, you will be taken back to the Capsules page. By default the capsule you just created is not running.
Convert a Research Capsule
HathiTrust member-affiliated individuals can request to convert existing Research Capsules into one with access to the full HathiTrust corpus.
From your Capsules page, click on the ID of the Capsule you would like to convert. Then, click the button to Request access to Full HathiTrust Corpus.
Start the capsule you created by clicking the Start Capsule button on the Capsules page.
Interact with the capsule either via Remote Desktop viewer or Terminal viewer.
You will see the details for your capusle. From this page, you can start, stop, or delete your capsule. You can also click to connect via Terminal (command line interface) or Remote Desktop (to see your capsule's Ubuntu desktop).
If you choose connect via Terminal, you will be take to a page showing a command line interface to interact with your capsule. (Note: This option available in Maintenance Mode only.)
If you choose to connect via Remote Desktop, you will be taken to a page from which you can interact with your capsule's desktop. (Note: This option is available in either Maintenance or Secure Mode.)
Watch the following video for rules for copying and pasting text/commands in the data capsule environment:
Overview of rules
- Regardless of your local operating system, use ctrl-c and ctrl-v to copy and paste IN the capsule.
- AND if you are using the terminal IN your capsule, regardless of your local operating system, use ctrl-shift-c and ctrl-shift-v
- You cannot copy and paste from you local desktop into the capsule window AND you cannot copy and paste from your capsule to you local desktop.
If you wanted to interact with your capsule via SSH from your personal machine, you can follow the directions to set up that access.
Alternatively, you can SSH into your capsule when it is in maintenance mode only.
First, you will need a public key. Click "Advanced Features" in the blue box to establish your public key at the bottom of your Capsules page.
You will be prompted for a key. If you do not yet have a public key set up, then entering one will establish your key. If you already have a key, resubmitting a response in this box with change your key.
You'll find the command to SSH into your capsule in the blue "Advanced Features" box on each capsule's status page.
Switch between maintenance and secure mode.
HathiTrust data you import and/or work with in Secure Mode must be stored on the capsule's Secure Volume, a storage location available in Secure Mode only, in order to persist in a capsule when it's modes are switched or when it is turned off and back on. Data transferred or generated in the capsule in Secure Mode that is not saved to the Secure Volume will be deleted when the capsule switches modes or is turned off and on, for security reasons.
When viewing your capsule, you will see a blue button to either "Switch to Secure Mode" or "Switch to Maintenance Mode."
Click the button to switch. You'll see the capsule's state change.
Once it has switched, you'll see that you can click the blue button again to switch modes back.
Share your Research Data Capsule with up to 5 other researchers.
From your capsule listing page, click on the Data Capsule ID for the capsule you would like to share.
Then, click the button that says Manage Collaborators.
You will be taken to a new page, where you can input the email address for the user you would like to add.
The email address must be the one associated with their HTRC Analytics account or you will get an error.
When you successfully add a collaborator, that user's information will appear in the table of collaborators. By default, they will have the role of Contributor. Contributors can access the capsule and interact with it in its current state. You will have the role of Owner-Controller.
Once complete, you'll find that their role has changed to Controller. Only the Controller can start, stop, and switch the modes of the capsule. (The Owner-Controller likewise can do these tasks.)
Your role has changed to Owner. The owner can delete the capsule and revoke control from the Controller. Click on the "revoke control" button to resume Owner-Controller status.
Now the collaborator again has the role of Contributor and you are Owner-Controller.
If you no longer want to share your capsule with a user, click the red 'X' button.
When they are removed, you'll see the collaborators table has returned to displaying only you as associated with this capsule.
Bring text data into your capsule.
HTRC has developed a Python library for loading volumes into the Data Capsule environment: the HTRC Workset Toolkit. The Toolkit is standard in all capsules created after March 18, 2018. If you have an earlier-created capsule then you will need to install or update the Toolkit.
Make sure you are in secure mode in order to prepare to fetch content into your Data Capsule; it won't work in maintenance mode for security reasons.
You can use the Workset Toolkit's "htrc download" command to transfer the volumes you would like to include in your dataset.
For example, the following command will import the volumes in the HathiTrust collection 'Adventure Novels: G.A. Henty'.
You can also curate a list of volumes whose data you would like to import by creating a file containing a HathiTrust volume ID list that you're interested in, with one ID per line. Run the above command replacing the collection URL with your file name.
For example, if you had a file called myvolumes.txt, you would run the following command.
In the above examples, the data will be transferred to “/media/secure_volume/workset/”. If you want to specify an alternative location, provide an output by including -o and the file path in your command.
Other functions of the Workset Toolkit
You can also use a volume ID, collection URL, or catalog record ID to import volumes. Additionally, you have the option to concatenate files, remove folders, and retrieve metadata using the functions of the Workset Toolkit.
For more examples, see the detailed guide.
For the technical documentation, see: https://htrc.github.io/HTRC-WorksetToolkit/cli.html
Researchers can use the HTRC Data API to bring text data into their capsule, and can refer to the HTRC Data API guide for more details.
Perform your analysis. See the following use cases for examples of how to perform text analysis in the capsule.
If you will need more than one session to complete your research, save your interim data to the Secure Volume.
Save data to the Secure Volume
Make sure your capsule is in secure mode (see directions above if needed).
Open a terminal window in the capsule and navigate to the secure volume by typing:
Between sessions, stop the capsule via the HTRC using the web browser on your personal desktop. The next time you log in, you can restart the same capsule and continue your work.
When you are finished with your research, request to export your non-consumptive results. When you no longer need the capsule, delete it via the HTRC.
If you'd like to export results out of the capsule, you must release them from your virtual machine.
First, switch the VM to secure mode in the Portal interface.
Second, open a terminal in the capsule, navigate to the secure volume by typing:
Suppose the file you'd like to release is at /home/demouser/demo/r/Rplots.pdf
You can prepare the result data for release by first adding it the the release list:
Repeat using this command if you have other files to add.
Finally, to complete the release of your data, type:
The files will be delivered via email. You will receive them in the email that you registered for the HTRC Analytics account. The email link will be live for 12 hours.
Shut Down the VM
Go back to HTRC Analytics, go to "Data Capsules" and click on the "Stop Capsule" button to shut down the VM you'd like to shut.
Delete the VM
If you do not need the capsule any more, you can delete it. On HTRC Analytics, navigate to "Data Capsules", click on the "Delete Capsule" button next to the virtual machine you want to delete.
What to do if you need help troubleshooting problems with your data capsule:
Click on the label 'Request Data Capsule Help'.
You will be redirected to a form that you must fill out and submit.
Once you submit your form, a Jira help ticket will be created on your behalf and HTRC staff will be in touch with you via your institutional email on the status of your issue. We recommend putting in only one help request at a time before submitting a new form (i.e., wait for your initial problem to be addressed before putting in another request for help if another problem occurs in the same data capsule).