CUCC Expedition Handbook

Maintaining the online wallets

If you are a newcomer to the system, read the beginner's introduction to online wallets first.

Original notes

Why we have online wallets

There are three quite different reasons:

  1. The scans of the survey notebook pages are the ultimate original raw survey data and completely irreplaceable.
  2. The other files in the wallet are part of the process of producing a survey of the cave as a whole.
  3. Individual to-do lists are produced automatically for each caver listing what survey processing tasks they haven't finished yet.

You need to know this bit

All this information is in expo.survex.com/expofiles/ which is not under version control, so the most recent person to change anything can overwrite everyone else's work.

What's in the online wallet

The scanned images

These are simply the scanned images (or digital photographs) of each page of the original survey notes. They should be named notesXXX.jpg where "XXX" can be anything you like. Typically we have the scanned pages called notes1.jpg, notes2.jpg, notes3.jpg.

It is important that you use use the .jpg (JPEG) file format, and definitely not PNG (very voluminous) or PDF (very hard to re-use elsewhere). Set the scanner at 300 dpi and adjust the contrast of the image after scanning by using photo-editing software to enhance the writing. Also please crop each image to just the area containing the survey data.

As soon as the notes have been scanned you should (a) copy them to a USB stick or email them to someone, (b) check that the entire online wallet is on the expo server at expo.survex.com using the Upload Scans form. This is so that these precious files are backed-up as soon as possible.

(If you want to move things around, then assuming you have done the key-pair procedure, do the upload by sFTP as you do for photos, but to the directory described in the introduction to online wallets.)

The notesXXX.jpg files need to be at moderately high resolution but the plan and elevation files are usually fine at 200 dpi. So if the caver has scanned these at high resolution you can reduce the size of these files without damange.

Wallet data on Scan Upload (click to enlarge)

Progress status

The illustration shows the lower half of the Upload Scans form. This is the information about the wallet itself.

Once you are logged on as user 'expo', you can edit all the data. If you use the right runes for the survex files (as shown in the image), a clickable-list of the survex files will appear on the upper-left which will take you directly to the survex files - which you can edit there online too.

There is only one absolutely required field: the date. Unless you specify a date the form will not save your data and the "Submit changes" button won't work.

Links to derived data

These links are not actually in the wallet, they are in the survex files, Tunnel files and Therion files. The links are simply the name of the wallet, e.g. 2019#01. So once a wallet has been used, i.e. once you have typed up the first survex file, you should not rename it or move the contents (unless you can find and change all the files referring to it).

How this all actually works

The other files and online index contents.json

All the other files are part of the multi-step process of producing the cave survey - see Creating a new cave... for the full list of steps.

We keep an index of how many of those steps have been completed in two places:

but the contents.json file has another,completely different function: it may be the only online record that connects the wallet number to the cave identifier. So if a future cave surveyor desperately needs to consult the original cave survey, it can be done by, e.g.
grep -rl "2018-dm-07" expofiles/surveyscans
will find and list all the wallets which contain survey data for cave 2018-dm-07 (which is also known as "Homecoming Cave" and which will have a different Austrian Kataster number issued for it in due course).

The link between a .svx file and the wallet should also be recorded in the .svx file itself using the "*ref:" field, e.g.

*ref 2018#06
; the #number is on the clear pocket containing the original notes
But sometime in mid-Expo 2015 everyone stopped using the survex template file and copied from a friend instead, and so this information was not properly recorded. This will be fixed by hand-editing in due course. (Note that many old .svx files were processed with an older version of survex which did not suppport this feature and so a comment was used instead.)

Much more detail - more than you want

Troggle produces very useful auto-generated reports of the status of the wallets and the survex files

These troggle reports are invaluable for finding data entry errors or other mistakes.

The paper tick-list tracks the following steps for each online wallet:

(where the "json file updated" step only refers to the initial editing of the json file to ensure that it has the right people, date and cave identifier and name).

A fully-populated and complete contents.json file looks like this:

			{
			 "description written": false, 
			 "website updated": false, 
			 "people": [
					"Dickon Morris",
					"Jon Arne Toft",
					"Becka Lawson"], 
			 "elev not required": false, 
			 "cave": "2018-dm-07", 
			 "survex not required": false, 
			 "qms written": true, 
			 "plan not required": false, 
			 "electronic survey": false, 
			 "plan drawn": true, 
			 "date": "2018-07-13", 
			 "elev drawn": true, 
			 "description url": "", 
			 "survex file": "caves-1626/2018-dm-07/2018-dm-07.svx", 
			 "name": "Homecoming cave"
			}
Yes, this is a programming format (standardised in 2013) and every comma is critical.

When entering people's names it is important not to use any funny characters (such as "?") because peoples names here are used by the software to construct filenames for the surveying to-do lists. And "?" (for instance) is illegal in filenames on Windows computers.

"To do" lists for every caver

The folder containing all the wallets for the year, e.g.

/home/expo/expofiles/surveyscans/2018/
will, after the appropriate magic has happened, contain a file

walletindex.html

which lists all the wallets which have uncompleted tasks, and lists all the people responsible for completing them. You can see the walletindex.html for 2018 . Also there will be a linked file for each individual for their personal to-do list, and each online wallet contains its own index.html file which describes the survey production status for all the wallets.

The magic also creates walletindex.html files in each folder /2018/2018#nn/ and creates or updates a webpage for each person listed in any of the contents.json files in the folder/2018/ e.g. Becka Lawson.html.

If you want to see what the files are in each online wallet then look at
expo.survex.com/expofiles/surveyscans/2018/
and you can navigate to the individual wallet folders too and look directly at the files there.

All this magic is created by a script wallets.py.

Setting up the online wallets

When, at the beginning of expo, you create the folder in expofiles/surveyscans/ for the current year, e.g. /2019/, you will copy wallets.py from the previous year's folder. You will do this on your own laptop or on the expo laptop.

You will also manually create a number of subfolders, e.g. 2019#01, 2019#02 etc. to be ready for the influx of new trip surveys.

Next you will test that the magic works: open a terminal in expofiles/surveyscans/2018/ and run

python wallets.py

This will create a default contents.json and walletindex.html in each online wallet subfolder and also a walletindex.html in the /2018/ folder.

This python3 script works fine on Linux (Debian, Xubuntu, etc.) and also now works fine in the Windows 10 bash system.

Maintaining the online wallets

Ideally the cavers who are scanning their notes and typing in the survey data will also be updating the contents.json file in their wallet. In your dreams.

The first difficulty when editing a blank contents.json for a newly-created wallet is finding out which cave the wallet describes. The lable on the plastic wallet may say "radaghost to blitzkriek" (or whatever) but without the name of the cave you can't find the .svx files as you don't know that you need to look in e.g. loser/caves-1626/2018-dm-07/. Usually the cave number is written by hand on the label of the wallet. Sometimes it will just give the informal name of the cave,e.g. "Homecoming",instead of the identifier "2018-dm-07" you want.

A regular task during expo is for a nerd to review the contents.json files for recently created wallets and to check that names, dates and cave numbers are correct. You will run

python wallets.py

regularly, after every batch of survey data is entered or scanned.

This will always overwrite all the walletindex.html files but it will never touch the contents.json files.

You will also regularly synchronise your laptop and the expo laptop with
expo.survex.com/expofiles/surveyscan/2018/
and this is where it gets tricky.

expo.survex.com/expofiles/ is not under version control, so the most recent person to upload the contents of /2018/ will overwrite everyone else's work. This does not matter for the autogenerated files, but it is vital that it does not overwrite all the painfully manually edited contents.json files. Which is very easy to do. This does mean that this is one of the cases where it may be better to use rsync rather than an FTP client such as Filezilla.

Naming the included files

The script detects if there are notesX.jpg planX.jpg and elevX.jpgfiles present, and produces a reminder/warning if they are not,even if these have all been scanned and given different names.

The job of the checker (perhaps on a second pass) if to rename files so that these warnings disappear. But if tunnel or therion files have already been produce don't rename anything.

Not under version control

As all this is not under version control the timestamps of the files are really quite important in figuring things out when someone makes an update mistake.

So script wallets.py has been fixed so that

Useful rsync scripts

A copy of useful rsync scripts is kept in a file such as expo.survex.com/expofiles/rsync2018toserver. Always run it with the -n option first, to see what overwriting you will do.

More wallets.py magic

The python script does more than just re-format the contents.json data into different formats. It also

Things it might do in future (if someone gets around to it) include:
- checking the cave number specified matches the folder for the .svx file,
- checking that the *ref: filed in the survex file is the same as the wallet name
- detecting whether there is a description or a list of QMs in the survex file,
- accepting a list of .svx files and not just one (a very common thing),
- checking the name of the cave against the cave number,
- checking whether the website page even exists for this cave,
- being more intelligent about .topo files and thus the lack of scan files,
- checking the date is in the recent past etc.

How contents.json fields match walletindex.html reports

to be written...


Old notes, being turned into real documentation...


For prospecting and surface surveying it is not clear whether the default folder
for the url link should be repo :loser: surface/1623/allplateau.svx

When there are more than one .svx file there seems to be no way of recording the list 
in contents.json so it is impossible to tell what was done on that trip or whether
there is anything missing. This is especially true if it was electronic and the 
.topo files are missing. Wookey confirms that this is the case.


HINT
When there are a lot on wallets all with the same cave, make your own template
with the cave name and the right folder prefix for the svx folder 
(in the loser repo) and copy it in to all those wallet folders - overwriting 
the blank template produced by the wallets.py

# Update March 2019

a consolidated to-do list of the last 3 years on the server:
http://expo.survex.com/expofiles/surveyscans/2016-18/walletindex.html
This is a hand-done kludge and only the first level of links works - which is to the individual person's page.

the lists for the last 3 years individually and all the links are working for each wallet page: 
both local links to your PC and to the right location of the .svx files on the troggle server.
http://expo.survex.com/expofiles/surveyscans/2016/walletindex.html
http://expo.survex.com/expofiles/surveyscans/2017/walletindex.html
http://expo.survex.com/expofiles/surveyscans/2018/walletindex.html
and all the names of people have been hand-edited in the .json files to be consistent and identical.

2015 has now been done stand-alone but there is no consolidated report for 2015-18 yet. 
The big task was editing everyone's names to be exactly the same version of the name as used in other years.




For 2014 and earlier one needs to do a lot more data entry. The contents.json files for 2014 and earlier do not say who the
people were on the trip. So we would need to work from the svx files (where they contain the *ref: wallet ID), 
original plastic wallets (and the scanned drawings and notes - which are incomplete) to enter that data. 
This is made much easier by the troggle reports
http://expo.survex.com/survey_scans/
http://expo.survex.com/expedition/2014
http://expo.survex.com/survey/2018%2330

This is probably not worth doing except maybe for specific critical connections.

The script runs without errors on each of the years 1999-2014, but the results are less useful, e.g. see
http://expo.survex.com/expofiles/surveyscans/1999/
or 
http://expo.survex.com/expofiles/surveyscans/2014/