• Download and install miniconda. https://conda.pydata.org/miniconda.html
• Create a conda environment with application dependencies. conda env create -f environment.yml
• Activate the conda environment. source activate heroku-env
• This repository contains git submodules. Run git submodule init and git submodule update to fetch these.
• Set up a MongoDB database. One option is to create a free Heroku instance with a MongoLab sandbox add-on.
• Install zmdp as a submodule (see ZMDP readme for build instructions).
• Create a .env file in the root directory with the following lines (substitute db_user, db_password, host, and port with details of your development MongoDB connection; and substitute zmdp with the alias or location of the ZMDP solver. REQUEUE_INTERVAL is the number of seconds before the server will reassign abandoned questions.

MONGOLAB_URI=mongodb:https://db_user:db_password@host:port
APP_SETTINGS='config.DevelopmentConfig'
ZMDP_ALIAS=$HOME/zmdp/bin/<os_name>/zmdp
REQUEUE_INTERVAL=600

• Create a production version .production-env that uses the production configuration. This file should not include the details of your production database connections.

APP_SETTINGS='config.Production'

• Set up a Redis instance. For Heroku, follow the instructions on https://devcenter.heroku.com/articles/heroku-redis In your .env file, add:

REDIS_URL=redis:https://user:password@host:port

To set up Heroku, add the following buildpacks, using the toolbelt command heroku buildpacks:add:

1. https://github.com/uwcrowdlab/heroku-buildpack-zmdp.git
2. https://github.com/uwcrowdlab/conda-buildpack.git # This is fork of https://github.com/mwcraig/conda-buildpack.git, which is a PR that fixes https://github.com/conda/conda-buildpack.git

You may also need to clear the heroku cache if your slug size is too large:

heroku repo:purge_cache --app your-app-name

• Run the application using either heroku local (if using Heroku) or ./run.sh .env -b host:port. Use the second option if you would like to see exceptions.

Take a look at the make_docs script in the root directory. The documentation page will be saved to docs/_build/html/index.html

• DO NOT RUN UNIT TESTS ON YOUR PRODUCTION DATABASE!!! IT WILL BE CLEARED!!!
• Be sure to run both heroku local -f Procfile.test -e .env AND heroku local -f Procfile.test -e .production-env to test both dev and production environments.
• ./run_tests.sh is deprecated.
• The test/ folder also contains folders with more tests that include end-to-end workflow tests as well as more unit tests. To run these, read the README inside the desired *_workflow/ folder.

• First, create an account and login by going to server_url/register and server_url/login. You will receive an API Token as well as a requester_id.
• Next, make a PUT request to server_url/tasks to insert your task (consisting of 1 or more questions) into the database. This step requires your credentials.
• To query the next question a worker should answer, make a GET request to server_url/assign_next_question.
• To insert an answer into the database, make a PUT request to server_url/answers.
• See the documentation for more details about how to make the requests.

• Check out simulator.py to see a basic experiment using the server. It creates a simulated labeling task with workers and questions and uses the POMDP-based assignment strategy to best complete the task within a given budget.
• In order to run this experiment you will need to create a file config.json in the main directory with the following data (assuming you have already created a requester account):

{
    "crowdjs_url": "https://<server_url>",
    "test_requester_email": "<requester_email>",
    "test_requester_password": "<requester_password>"
}

• Run the simulation with python simulator.py. Make sure the server is already running (see above for instructions)

• For POMDP controller testing without using the server, use alt_simulator.py
• In order to run an experiment you will need to use a JSON file i.e. alt_config.json with the following format:

{
    "num_questions": 10,
    "num_workers": 10,
    "budget": 30,
    "strategy": "pomdp",
    "strategy_additional_params": {"reward_incorrect": -50},
    "aggregation_strategy": "pomdp",
    "aggregation_strategy_additional_params": {"reward_incorrect": -50}
}

• Run the simulation with ./run_sim.sh <config_filename> <output_filename>
• Output will be written as JSON to the specified file.