QDR-DataCite Scaling

doc/release-notes/11832-DataCite-scaling.md

@@ -0,0 +1,14 @@
+This release adds functionality to retry calls to DataCite when their server is overloaded or Dataverse has hit their rate limit.
+
+It also introduces an option to only update DataCite metadata after checking to see if the current DataCite information is out of date.
+(This adds a request to get information from DataCite before any potential write of new information which will be more efficient when 
+most DOIs have not changed but will result in an extra call to get info when a DOI has changed.)
+
+Both of these can help when DataCite is being used heavily, e.g. creating and publishing datasets with many datafiles and using file DOIs,
+or doing bulk operations that involve DataCite with many datasets.
+
+### New Settings
+
+- dataverse.feature.only-update-datacite-when-needed 
+
+The default is false - Dataverse will not check to see if DataCite's information is out of date before sending an update.

doc/sphinx-guides/source/installation/config.rst

@@ -537,6 +537,8 @@ dataverse.pid.*.datacite.username
 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 dataverse.pid.*.datacite.password
 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+dataverse.feature.only-update-datacite-when-needed
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 
 PID Providers of type ``datacite`` require four additional parameters that define how the provider connects to DataCite.
 DataCite has two APIs that are used in Dataverse:
@@ -552,6 +554,11 @@ for `Fabrica <https://doi.datacite.org/>`_ and their APIs. You need to provide
 the same credentials (``username``, ``password``) to Dataverse software to mint and manage DOIs for you.
 As noted above, you should use one of the more secure options for setting the password.
 
+The `only-update-datacite-when-needed feature` flag is a global option that causes Dataverse to GET the latest metadata from DataCite
+for a DOI and compare it with the current metadata in Dataverse and only sending a following POST request if needed. This potentially
+substitutes a read for an unnecessary write at DataCite, but would result in extra reads when all metadata in Dataverse is new. 
+Setting the flag to "true" is recommended when using DataCite file DOIs.
+
 CrossRef-specific Settings
 ^^^^^^^^^^^^^^^^^^^^^^^^^^
 
@@ -3824,6 +3831,9 @@ please find all known feature flags below. Any of these flags can be activated u
     * - role-assignment-history
       - Turns on tracking/display of role assignments and revocations for collections, datasets, and files
       - ``Off``
+    * - only-update-datacite-when-needed
+      - Only contact DataCite to update a DOI after checking to see if DataCite has outdated information (for efficiency, lighter load on DataCite, especially when using file DOIs).
+      - ``Off``
 
 **Note:** Feature flags can be set via any `supported MicroProfile Config API source`_, e.g. the environment variable
 ``DATAVERSE_FEATURE_XXX`` (e.g. ``DATAVERSE_FEATURE_API_SESSION_AUTH=1``). These environment variables can be set in your shell before starting Payara. If you are using :doc:`Docker for development </container/dev-usage>`, you can set them in the `docker compose <https://docs.docker.com/compose/environment-variables/set-environment-variables/>`_ file.

src/main/java/edu/harvard/iq/dataverse/pidproviders/doi/datacite/DOIDataCiteRegisterService.java

@@ -95,7 +95,14 @@ public String reRegisterIdentifier(String identifier, Map<String, String> metada
             }
             retString = "metadata:\\r" + client.postMetadata(xmlMetadata) + "\\r";
         }
-        if (!target.equals(client.getUrl(numericIdentifier))) {
+        String currentUrl = null;
+        try {
+            //May get a 204 if the DOI is still draft
+            currentUrl = client.getUrl(numericIdentifier);
+        } catch (RuntimeException ex) {
+            logger.fine("Error getting Url for " + numericIdentifier + ": " + ex.getMessage());
+        }
+        if (!target.equals(currentUrl)) {
             logger.info("Updating target URL to " +  target);
             client.postUrl(numericIdentifier, target);
             retString = retString + "url:\\r" + target;

src/main/java/edu/harvard/iq/dataverse/pidproviders/doi/datacite/DataCiteDOIProvider.java

@@ -15,6 +15,7 @@
 import edu.harvard.iq.dataverse.FileMetadata;
 import edu.harvard.iq.dataverse.GlobalId;
 import edu.harvard.iq.dataverse.pidproviders.doi.AbstractDOIProvider;
+import edu.harvard.iq.dataverse.settings.FeatureFlags;
 import edu.harvard.iq.dataverse.util.json.JsonUtil;
 import jakarta.json.JsonObject;
 
@@ -217,7 +218,11 @@ public boolean publicizeIdentifier(DvObject dvObject) {
         metadata.put("datacite.publicationyear", generateYear(dvObject));
         metadata.put("_target", getTargetUrl(dvObject));
         try {
-            doiDataCiteRegisterService.registerIdentifier(identifier, metadata, dvObject);
+            if (FeatureFlags.ONLY_UPDATE_DATACITE_WHEN_NEEDED.enabled()) {
+                doiDataCiteRegisterService.reRegisterIdentifier(identifier, metadata, dvObject);
+            } else {
+                doiDataCiteRegisterService.registerIdentifier(identifier, metadata, dvObject);
+            }
             return true;
         } catch (Exception e) {
             logger.log(Level.WARNING, "modifyMetadata failed: " + e.getMessage(), e);

src/main/java/edu/harvard/iq/dataverse/pidproviders/doi/datacite/DataCiteRESTfullClient.java

@@ -41,6 +41,10 @@ public class DataCiteRESTfullClient implements Closeable {
 
     private static final Logger logger = Logger.getLogger(DataCiteRESTfullClient.class.getCanonicalName());
 
+    // Constants for retry mechanism
+    private static final int MAX_RETRIES = 5;
+    private static final long RETRY_DELAY_MS = 10000; // 10 seconds
+
     private String url;
     private CloseableHttpClient httpClient;
     private HttpClientContext context;
@@ -59,11 +63,78 @@ public DataCiteRESTfullClient(String url, String username, String password) {
     public void close() {
         if (this.httpClient != null) {
             try {
-           httpClient.close();
+                httpClient.close();
             } catch (IOException io) {
-               logger.warning("IOException closing hhtpClient: " + io.getMessage());
-           }
+                logger.warning("IOException closing httpClient: " + io.getMessage());
+            }
+        }
+    }
+
+    /**
+     * Execute HTTP request with retry mechanism for specific status codes
+     * 
+     * @param request The HTTP request to execute
+     * @param operationName Name of the operation for logging
+     * @return HttpResponse The response from the server
+     * @throws IOException If an error occurs during the request
+     */
+    private HttpResponse executeWithRetry(org.apache.http.client.methods.HttpRequestBase request, String operationName) throws IOException {
+        int attempts = 0;
+        IOException lastException = null;
+
+        while (attempts < MAX_RETRIES) {
+            try {
+                HttpResponse response = httpClient.execute(request, context);
+                int statusCode = response.getStatusLine().getStatusCode();
+
+                // If we get a retry status code, try again after delay
+                if (statusCode == 429 || statusCode == 503 || statusCode == 504) {
+                    EntityUtils.consumeQuietly(response.getEntity());
+                    attempts++;
+
+                    if (attempts < MAX_RETRIES) {
+                        logger.warning("DataCite API returned status " + statusCode + 
+                                       " for " + operationName + ". Retrying in " + 
+                                       (RETRY_DELAY_MS / 1000) + " seconds (attempt " + attempts + " of " + MAX_RETRIES + ")");
+                        try {
+                            Thread.sleep(RETRY_DELAY_MS);
+                        } catch (InterruptedException ie) {
+                            Thread.currentThread().interrupt();
+                            throw new IOException("Retry interrupted", ie);
+                        }
+                    } else {
+                        logger.severe("DataCite API failed with status " + statusCode + 
+                                      " for " + operationName + " after " + MAX_RETRIES + " attempts");
+                        return response; // Return the last failed response
+                    }
+                } else {
+                    // Success or non-retry error code
+                    return response;
+                }
+            } catch (IOException ioe) {
+                lastException = ioe;
+                attempts++;
+
+                if (attempts < MAX_RETRIES) {
+                    logger.warning("IOException during " + operationName + ": " + ioe.getMessage() + 
+                                   ". Retrying in " + (RETRY_DELAY_MS / 1000) + " seconds (attempt " + 
+                                   attempts + " of " + MAX_RETRIES + ")");
+                    try {
+                        Thread.sleep(RETRY_DELAY_MS);
+                    } catch (InterruptedException ie) {
+                        Thread.currentThread().interrupt();
+                        throw new IOException("Retry interrupted", ie);
+                    }
+                } else {
+                    logger.severe("DataCite API failed for " + operationName + " after " + 
+                                  MAX_RETRIES + " attempts due to: " + ioe.getMessage());
+                    throw lastException;
+                }
+            }
         }
+
+        // This should never happen, but just in case
+        throw new IOException("Failed to execute request after " + MAX_RETRIES + " attempts");
     }
 
     /**
@@ -75,7 +146,7 @@ public void close() {
     public String getUrl(String doi) {
         HttpGet httpGet = new HttpGet(this.url + "/doi/" + doi);
         try {
-            HttpResponse response = httpClient.execute(httpGet,context);
+            HttpResponse response = executeWithRetry(httpGet, "getUrl");
             HttpEntity entity = response.getEntity();
             String data = null;
 
@@ -104,7 +175,7 @@ public String postUrl(String doi, String url) throws IOException {
         httpPost.setHeader("Content-Type", "text/plain;charset=UTF-8");
         httpPost.setEntity(new StringEntity("doi=" + doi + "\nurl=" + url, "utf-8"));
 
-        HttpResponse response = httpClient.execute(httpPost, context);
+        HttpResponse response = executeWithRetry(httpPost, "postUrl");
         String data = EntityUtils.toString(response.getEntity(), encoding);
         if (response.getStatusLine().getStatusCode() != 201) {
             String errMsg = "Response from postUrl: " + response.getStatusLine().getStatusCode() + ", " + data;
@@ -124,7 +195,7 @@ public String getMetadata(String doi) {
         HttpGet httpGet = new HttpGet(this.url + "/metadata/" + doi);
         httpGet.setHeader("Accept", "application/xml");
         try {
-            HttpResponse response = httpClient.execute(httpGet,context);
+            HttpResponse response = executeWithRetry(httpGet, "getMetadata");
             String data = EntityUtils.toString(response.getEntity(), encoding);
             if (response.getStatusLine().getStatusCode() != 200) {
                 String errMsg = "Response from getMetadata: " + response.getStatusLine().getStatusCode() + ", " + data;
@@ -133,7 +204,7 @@ public String getMetadata(String doi) {
             }
             return data;
         } catch (IOException ioe) {
-            logger.log(Level.SEVERE, "IOException when get metadata");
+            logger.log(Level.SEVERE, "IOException when get metadata", ioe);
             throw new RuntimeException("IOException when get metadata", ioe);
         }
     }
@@ -147,7 +218,7 @@ public String getMetadata(String doi) {
     public boolean testDOIExists(String doi) throws IOException {
         HttpGet httpGet = new HttpGet(this.url + "/metadata/" + doi);
         httpGet.setHeader("Accept", "application/xml");
-        HttpResponse response = httpClient.execute(httpGet, context);
+        HttpResponse response = executeWithRetry(httpGet, "testDOIExists");
         if (response.getStatusLine().getStatusCode() != 200) {
             EntityUtils.consumeQuietly(response.getEntity());
             return false;
@@ -166,7 +237,7 @@ public String postMetadata(String metadata) throws IOException {
         HttpPost httpPost = new HttpPost(this.url + "/metadata");
         httpPost.setHeader("Content-Type", "application/xml;charset=UTF-8");
         httpPost.setEntity(new StringEntity(metadata, "utf-8"));
-        HttpResponse response = httpClient.execute(httpPost, context);
+        HttpResponse response = executeWithRetry(httpPost, "postMetadata");
         String data = EntityUtils.toString(response.getEntity(), encoding);
         if (response.getStatusLine().getStatusCode() != 201) {
             String errMsg = "Response from postMetadata: " + response.getStatusLine().getStatusCode() + ", " + data;
@@ -185,7 +256,7 @@ public String postMetadata(String metadata) throws IOException {
     public String inactiveDataset(String doi) {
         HttpDelete httpDelete = new HttpDelete(this.url + "/metadata/" + doi);
         try {
-            HttpResponse response = httpClient.execute(httpDelete,context);
+            HttpResponse response = executeWithRetry(httpDelete, "inactiveDataset");
             String data = EntityUtils.toString(response.getEntity(), encoding);
             if (response.getStatusLine().getStatusCode() != 200) {
                 String errMsg = "Response code: " + response.getStatusLine().getStatusCode() + ", " + data;
@@ -194,7 +265,7 @@ public String inactiveDataset(String doi) {
             }
             return data;
         } catch (IOException ioe) {
-            logger.log(Level.SEVERE, "IOException when inactive dataset");
+            logger.log(Level.SEVERE, "IOException when inactive dataset", ioe);
             throw new RuntimeException("IOException when inactive dataset", ioe);
         }
     }

src/main/java/edu/harvard/iq/dataverse/settings/FeatureFlags.java

@@ -235,6 +235,21 @@ public enum FeatureFlags {
      * or revoked, at what times, and by whom.
      */
     ROLE_ASSIGNMENT_HISTORY("role-assignment-history"),
+
+    /**
+     * Only update a DataCite DOI when needed (for efficiency, lighter load on DataCite).
+     * This flag causes Dataverse to GET the latest metadata from DataCite for a DOI and 
+     * comparing it with the current metadata in Dataverse and only sending a following POST
+     * request if needed. This potentially substitutes a read for an unnecessary write at DataCite,
+     * but would result in extra reads when all metadata in Dataverse is new. Setting the flag
+     * to "true" is recommended when using DataCite file DOIs.
+     * 
+     * @apiNote Raise flag by setting
+     *          "dataverse.feature.only-update-datacite-when-needed"
+     * @since Dataverse 6.9
+     */ 
+    ONLY_UPDATE_DATACITE_WHEN_NEEDED("only-update-datacite-when-needed"),
+
     ;
 
     final String flag;