1 Advanced Archive-It Application Training: Reviewing Reports and Crawl Scoping

2 Agenda Basic Crawl Scoping What to look for in your reports How to Change your Crawl Scope Scope-It Live examples….

3 Archive-It Crawling Scope Scope: How to specify what you want to archive in scope URLs will be archived out of scope URLs are not archived. The scope of a crawl is determined by the seed URLs added to a collection by any scoping rules specified for collection

4 Archive-It Crawling Scope The crawler will start with your seed URL and follow links within your seed site to archive pages Only links associated with your seeds will be archived All embedded content on an in scope page is captured Example seed: Link: is in scopewww.archive.org/about.html Link: is NOT in scopewww.ca.gov Embedded image: is in scopewww.ala.org/logo.jpg

Archive-It Crawling Scope Seed URLs can limit the crawl to a single directory of a site. ex: a / at the end of your URL can have a big effect on scope Parts of the site not included in your seed directory will NOT be archived Example seed: NOT in scope Example seed: IS in scope 5

Archive-It Crawling Scope Sub-domains are divisions of a larger site named to the left of the host name (ex. crawler.archive.org) Sub-domains of seed URLs are NOT automatically in scope To crawl sub-domains, either: Add individual sub-domains as separate seed URLs Or add an ‘Expand Scope’ rule to allow all or specific sub- domains – Example seed: – Link: crawler.archive.org NOT in scopecrawler.archive.org 6

7 Analyzing Crawl Scope How to analyze the scope of your crawls: – Run a test crawl on new collections or seeds – Review reports of test crawl (or for existing crawl, review reports of actual crawl) – Based on the reports, you will be able to add the appropriate scoping rules – It is a good idea to run a test crawl with your scoping rules in to ensure they are correct. – Note: This can be a trial and error process, so be patient.

8 Reviewing Reports How make the most of your time reviewing reports: – Review high level reports first (Seed Status and Seed Source) for seed level issues – Then review more detailed reports (Hosts report and file type specific reports) – Run a QA Report to see if any embedded content on your seed pages was not captured

9 Seed Status Report Are there any seeds not being crawled? – Double check your seed URLs are correct – Ignore robots.txt

10 Seed Source Report Are there any seeds that are capturing far fewer or far more URLs than others? – Fewer: Was seed “Not Crawled” in seed status report? – More: Check host report for any obvious area to limit your crawl

11 Hosts Report Are there numbers in the “Queued” or “Robots.txt Blocked” column? – Check the URL lists to see if you want to capture these URLs or not Are there hosts with fewer or more archived URLs than you expected? – Fewer: Are any expected URLs “Out of Scope”? – More: Are there parts of the site or specific URLs you want to block?

12 QA Report Is there embedded content on your seed pages that was not captured? – Run a Patch Crawl!

13 File Type/PDF/Videos Reports Are there file types you expected to archive that were not archived? – Check the “Out of scope” column of host report for files not captured

14 Changing Crawl Scope The default Archive-It crawl settings can be adjusted Use Modify Crawl Scope options to limit or expand scope for specific websites Use Seed Types other than default to change the scope of a seed in specific ways Use Scope-It to refine the scope of your collection

15 Common Reasons to Limit Crawl Scope Crawler traps (ex: calendars) “Duplicate” URLs (ex: print version URLs) If there are certain areas of the site you do not care about or do not want to archive If you just want a snapshot of the site, and don’t necessarily want to crawl it to completion If you only want to capture one page of a site

16 Changing Crawl Scope How do you know you need to limit your scope? – You are using up more of your document budget than you want to or expected. – Reviewing the Queued Docs in the Host Report shows many URLs that you do not want or need

17 Common Reasons to Expand Crawl Scope – Include all (or only specific) subdomains – Include certain parts of the site that may not have been included based on the seed URL Ex: seed URL is: /default.aspx But you also want to archive pages such as

18 Changing Crawl Scope How do you know you need to expand your scope? – Review the ‘Out of Scope’ column in the Host Report for a real or test crawl. If you see URLs you would like to be archived, make the appropriate scoping rule – If in clicking around your archived site you find ‘Not in Archive’ pages that you want captured, make the appropriate scoping rule and recrawl

19 Changing Crawl Scope “Not in Archive” example for seed

20 Changing Crawl Scope Other ways to expand scope: – Ignoring Robots.txt blocks Not available by default, but the feature can be turned on by request for a partner Can ignore robots.txt blocks on a per-host basis Can be helpful for capturing social media sites, stylesheets as well as sites not in your organization's domain

21 Modify Crawl Scope – Host constraints Block completely Block certain URLs (URL contains, regular expression) Limit host to maximum number of URLs (documents) (optional) Ignore robots.txt block – Crawl Limits Limit by number of URLs (documents) or amount of data Crawl PDFs only Change maximum crawl duration – Expand Scope Rules Crawl certain URLs (URL contains, regular expression, SURTs)

22 Host Constraints

23 Crawl Limits

24 Expand Crawl Scope

25 Seed Types Crawl One Page Only Capture just your seed URL and embedded content RSS/News Feed Capture any linked pages from your seed URL as one page only

Scope-It A tool for limiting the scope of new or existing collections 26

Why Use Scope-It? For existing collections/crawls: – Analyze completed crawls in existing collections and revise the scope for future crawls – View host report information and add rules to your collection from the same screen – Add the same scoping rules to multiple collections at once 27

Why use Scope-It? To test and scope new seeds before creating a collection: – Run a “Scope-It” test crawl on a set of seeds that are not yet part of a collection. – Analyze the results of the crawl and potentially create a new collection with scoping rules in place 28

29 Changing Crawl Scope And now for some real-life examples...

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