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Notanda — Open-Access API Harvester

Notanda is the public product name and PyPI distribution name. The repository, Python import package and CLI keep their established technical names Open-Access-API-Harvester, harvester and harvester.

This repository publishes the reviewed 1.3.1 product-core source. It is not a hosted service and the recommended accompanied beta path remains beta@notanda.io.

A public Installer Preview is available under GitHub Releases solely as a technical pre-release: https://github.com/RudiRegenwurm/Open-Access-API-Harvester/releases/tag/v1.3.0-installer-preview.1 Those installers are unsigned on Windows/Linux and ad-hoc signed on macOS, may trigger SmartScreen/Gatekeeper warnings, and are not the recommended installation path for non-technical users.

A headless, resumable, idempotent CLI pipeline that discovers Open-Access scholarly works through OpenAlex Topics, cross-checks them against Europe PMC, falls back to Unpaywall for OA locations, validates every downloaded artifact, and stores the result as a deterministic flat corpus ready for a downstream pre-ingestion pipeline. Schema 4 additionally retains provider observations, merge decisions and acquisitions in an append-only Evidence Ledger while the established read model remains compatible.

DISCOVERY → NORMALIZATION → DEDUPLICATION → ACQUISITION → VALIDATION → INGESTION → PROVENANCE/REPORTING

It is not a web application, document-management system, search engine, OCR system or LLM application. It is a document harvesting pipeline with persistent state.


Quick start

With Python 3.10 or newer, install the PyPI distribution in a fresh virtual environment:

python -m venv .venv
# Linux/macOS:
source .venv/bin/activate
# Windows PowerShell:
# .venv\Scripts\Activate.ps1
python -m pip install notanda
harvester --version

For an isolated application install with pipx:

pipx install notanda

For development from a repository checkout:

python3 -m venv .venv && . .venv/bin/activate
pip install -e ".[dev]"

With the local control center (no command line needed after this)

harvester serve

Opens a local web UI at http://localhost:8765/ for harvesting, browsing the corpus, inspecting runs and provenance, verifying integrity, retrying failures and editing settings. Credentials can be entered in its Settings page on first run.

New Harvest offers two search modes. Conventional Search uses the query you type, exactly as typed. Assisted Search turns a plain-language research question into one compact retrieval query you can edit, previews up to ten real discovery results without downloading anything, and only then hands the approved query to the same harvest pipeline. Assisted Search needs a query-advisor credential; Conventional Search does not and is unaffected when the advisor is missing or unavailable.

From the command line

export HARVESTER_OPENALEX_API_KEY='…'          # free: openalex.org/settings/api
export HARVESTER_CONTACT_EMAIL='ops@example.org'  # required by Unpaywall
export HARVESTER_ADVISOR_API_KEY='…'           # optional: Assisted Search in the UI only

harvester discover --topic-id T10159 --limit 25    # dry run, downloads nothing
harvester harvest  --topic-id T10159 --limit 25    # real harvest
harvester verify --deep                            # check the corpus against state

Both drive the same engine and the same state database: a run started in the browser can be resumed from the terminal.

Output

The downstream contract is a flat directory of deterministic sibling files:

<storage_root>/
├── doi_10_1371_journal_pone_0123456_5d41402abc4b.pdf     primary full text
├── doi_10_1371_journal_pone_0123456_5d41402abc4b.xml     when legitimately available
└── doi_10_1371_journal_pone_0123456_5d41402abc4b.json    mandatory sidecar

The sidecar keeps bibliographic metadata, artifact metadata, provenance and harvest state in separate blocks. Missing information is null; nothing is ever invented.

{
  "document_id": "doi_10_1371_journal_pone_0123456_5d41402abc4b",
  "doi": "10.1371/journal.pone.0123456",
  "title": "…",
  "abstract": "…",
  "oa_status": "gold",
  "oa_status_source": "openalex",
  "domain_tags": ["Social Sciences", "Psychology", "…"],
  "artifacts": { "pdf": { "sha256": "…", "size_bytes": 123456, "…": "…" } },
  "provenance": {
    "discovered_via": ["openalex"],
    "cross_checked_via": ["europe_pmc"],
    "acquired_via": "unpaywall",
    "resolved_url": "…",
    "http_status": 200
  },
  "harvest": { "run_id": "…", "status": "COMPLETED", "attempts": 1 }
}

What it guarantees

Guarantee How
Nothing false succeeds HTTP 200 is never enough: magic bytes, trailer, parser openability, size bounds and SHA-256 must all pass before an artifact exists under its final name.
Atomic artifacts Every download goes to a unique .part file and is published with a single atomic rename after validation.
Resumable Discovery cursors and document state are checkpointed continuously; harvester resume continues without repeating completed work.
Idempotent Re-running the same harvest downloads nothing and produces a byte-identical corpus.
Deduplicated One logical document per canonical DOI, however many providers report it.
No silent loss Every failure is a structured row in the state database and appears in the run report.
Historical evidence Re-observations, field-level merge decisions and acquisitions append immutable rows; current documents, source_records and artifacts remain compatible projections.
Budget-safe Provider daily-budget exhaustion checkpoints and suspends cleanly (exit 4) instead of hammering the API.
Secret-safe API keys and contact addresses are redacted from logs, provenance, reports and state.
Lawful Only OA locations that a provider explicitly flags as open are fetched. Access controls are recorded, never circumvented.

Commands

Command Purpose
serve open the local web control center
harvest discover + acquire
discover discovery and normalization only (dry run)
resume continue an interrupted or suspended run
status run and corpus status (--json)
inspect one document's canonical record (--json)
verify check the corpus against state (--deep, --json)
retry-failed re-queue failed documents
evidence-export write a deterministic, independently readable ledger JSON bundle (--output)
evidence-restore validate and restore a bundle into an empty ledger (--input)

Exit codes: 0 success · 1 failure · 2 configuration error · 3 completed with document failures · 4 suspended (provider budget) · 130 interrupted.

Tests

pytest            # offline suite — no network, no credentials required
pytest -m live    # controlled real-provider smoke tests

The offline suite runs against deterministic in-process mock providers covering normal responses, pagination, throttling, budget exhaustion, timeouts, malformed payloads, missing full text, alternative locations and duplicates.

Documentation

File Contents
LICENSE MIT license for the product code and documentation, subject to the stated exceptions
THIRD_PARTY_NOTICES.md bundled font licenses and separately licensed dependencies
TRADEMARKS.md treatment of the Notanda name and visual identity assets
CODE_SIGNING_POLICY.md Windows code signing policy for the SignPath Foundation application
INSTALL-MACOS.md macOS Installer Preview and Gatekeeper exception procedure

Code signing policy

Free code signing provided by SignPath.io, certificate by SignPath Foundation.

Windows release signing is intended to use SignPath Foundation's free Open Source path. Every production signing request requires explicit manual approval by the maintainer. The complete policy is documented in CODE_SIGNING_POLICY.md. No current unsigned Installer Preview should be interpreted as already signed or approved by SignPath Foundation.

Dependencies

httpx (streaming HTTP with a pluggable transport), pypdf (PDF structural validation), defusedxml (safe XML parsing). Everything else is the standard library: configuration, SQLite persistence, CLI, logging, hashing, concurrency, retry — and the web UI, which uses http.server plus a front end with no build step, so harvester serve is the only command needed to run it.

License

Unless a file or notice says otherwise, the product source code and documentation in this repository are licensed under the MIT License, copyright 2026 Rudolf Kiechle.

The bundled IBM Plex and Source Serif 4 font files are not MIT-licensed; they remain under the SIL Open Font License 1.1 included beside the files. External Python dependencies are not vendored and retain their own licenses. The Notanda name, emblem, wordmark, lockup, favicons and avatar are excluded from the MIT grant. Details and exact file scopes are in THIRD_PARTY_NOTICES.md and TRADEMARKS.md.

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