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JP-2986 CRDS PUB deprecation notice and transition documentation (#7342)
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* setup deprecation page

* link to the deprecation page

* include deprecation in the toc

* update changelog

* update jdocs link

* yet another change to the jdocs link
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stscieisenhamer committed Nov 11, 2022
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10 changes: 9 additions & 1 deletion CHANGES.rst
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1.8.2 (2022-10-19)
1.8.3 (unreleased)
==================

documentation
-------------

- CRDS PUB deprecation notice and transition documentation [#7342]

1.8.2 (2022-10-20)
==================

set_telescope_pointing
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:ref:`genindex` | :ref:`modindex`

.. warning::

As of November 10, 2022, the process of deprecating the CRDS PUB Server will start.

For details, refer to the :ref:`pub-deprecation` page.

============
Installation
============
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:maxdepth: 2

jwst/introduction.rst
jwst/pub_deprecation.rst


===========================
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25 changes: 7 additions & 18 deletions docs/jwst/introduction.rst
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CRDS
====

.. warning::

As of November 10, 2022, the process of deprecating the CRDS PUB Server will start.

For details, refer to the :ref:`pub-deprecation` page.


CRDS reference file mappings are usually set by default to always give access
to the most recent reference file deliveries and selection rules. On
occasion it might be necessary or desirable to use one of the non-default
Expand All @@ -68,17 +75,6 @@ a header keyword in the output data file. The keyword names use the syntax
"R_<ref>", where <ref> corresponds to a 6-character version of the reference
file type, such as ``R_DARK``, ``R_LINEAR``, and ``R_PHOTOM``.

There are two servers available:

- JWST OPS: https://jwst-crds.stsci.edu
- JWST PUB: https://jwst-crds-pub.stsci.edu

JWST OPS supports the automatic processing pipeline at STScI. JWST PUB supports
the latest public release of the `jwst` package. Most often, the reference
contexts are one and the same. Regardless, if one wishes to calibrate using the
same exact information as the automatic processing, use JWST OPS. Otherwise, use
of JWST PUB is recommended.

Inside the STScI network, the pipeline defaults the CRDS setup to use JWST OPS with no modifications.
To run the pipeline outside the STScI network or to use a different server, CRDS must be configured by setting
two environment variables:
Expand All @@ -93,13 +89,6 @@ To setup to use JWST OPS, use the following settings:
export CRDS_PATH=$HOME/crds_cache/jwst_ops
export CRDS_SERVER_URL=https://jwst-crds.stsci.edu

To setup to use JWST PUB, use the following settings:

::

export CRDS_PATH=$HOME/crds_cache/jwst_pub
export CRDS_SERVER_URL=https://jwst-crds-pub.stsci.edu

.. _strun_command_line:

Running From the Command Line
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.. _pub-deprecation:

CRDS PUB Server Freeze and Deprecation
======================================

Why and When
------------

As of November 10, 2022, all observers should use the standard CRDS OPS server
for JWST calibration reference files:

`https://jwst-crds.stsci.edu <https://jwst-crds.stsci.edu>`_

The PUB server:

`https://jwst-crds-pub.stsci.edu <https://jwst-crds-pub.stsci.edu>`_

was set up in anticipation of rapid reference file updates during commissioning
and Cycle 1. However, due to the trouble-free commissioning process,
the smooth transition to science operations, and the subsequent
confusion that has resulted from having two servers, it has been
decided that the PUB server is no longer needed and will be
decommissioned. To make this transition as smooth as possible, this
update will take place in stages.

On November 10, 2022, all observers should begin to transition to using only the CRDS
OPS server, `https://jwst-crds.stsci.edu <https://jwst-crds.stsci.edu>`_. See
the :ref:`software documentation <pub-deprecation-transition>` for
instructions about how to configure CRDS.

In mid-November, the PUB server will be frozen and a notification will be sent via the
reference file mailing lists and the JWST Observer News mailing list.

On December 2nd, access to the PUB server will no longer be available externally.
The frozen PUB database will be maintained internally for 3 months. On March 1, the PUB server will
be fully decommissioned and the institute will
retain an internal archive of the maps and calibration reference files.
Observers who wish to use historical files from the PUB server in the future will need to file a
JWST Pipeline help desk ticket to access the information.

Part of the decommissioning process will include establishing guidance for how best to
maintain reproducibility for new papers and for already-published papers that used the PUB server. This information
will be included in the new JDox page:

`How to Cite Your Data Reduction and Reference Files <https://jwst-docs.stsci.edu/jwst-science-calibration-pipeline-overview/jwst-data-calibration-reference-files>`_


.. _pub-deprecation-transition:

Transition Procedure
--------------------

If using the PUB server, there are two simple tasks that need to be done to
ensure a successful transition from using the PUB server to the JWST OPS server.

First, the folder containing the local CRDS cache, pointed to by the environment
variable CRDS_PATH, should be cleared. Under Linux-like systems, the command is

::

$ rm -rf $CRDS_PATH/*

Second, ensure that the environment variable CRDS_SERVER_URL is pointing to the
JWST OPS server, https://jwst-crds.stsci.edu:

::

$ export CRDS_SERVER_URL=https://jwst-crds.stsci.edu

Following these two steps ensures that further calibration processing will use
references from the standard CRDS server.

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