Perhaps your company decided to gather data to fulfil their business needs more efficiently. Or maybe you are midway through this process but not sure what further steps you should take. No matter what stage you are in, it is always nice to have a checklist of things for you to do to get your project running as smoothly as possible.
This goes as an obvious one, but building and developing a working infrastructure will be difficult for an army of one. Naturally, it is hard to estimate how many people you will need to build and maintain the whole project. This checklist aims to help you figure out the resources you will need and how the overall web scraping flow looks like.
- Well begun is half done: choosing a language
- Exploring libraries and integrations
- Collecting URLs and building paths
- Developing infrastructure and maintaining it
- Acquiring and managing proxies
- Fetching and parsing data
Well begun is half done: choosing a language
The first steps will determine the further process of your scraping project. And choosing the right language to build your scraping infrastructure will determine what development team you will need to be hiring.
The most popular languages for web scraping are Python or NodeJS. You can build scrapers with PHP, C++, or Ruby if you like as well. However, there are some downfalls to these options. You can read why we think Python is the best choice in this occasion in our blog post what is Python used for, but for a general summary, check the table below comparing Python to other languages.
Hiring your team members will rely on what is their language proficiency, and of course their skills. Our recommendation would be to choose Pythonists.
Exploring libraries and integrations
Your team will be working with various libraries, integration tools, etc. We have already written several tutorials on the most popular libraries and tools you might need when building your infrastructure. So here is a list of libraries you will most likely need:
- Selenium tutorial. Similarly to Puppeteer, it is a solution that helps control headless browsers. It is one of the more popular browser automation tools out there, so experimenting with both is suggested.
- lxml tutorial. lxml is one of the fastest and feature-rich libraries for processing XML and HTML in Python. By using the lxml library, XML and HTML documents can be created, parsed, and queried.
- Beautiful soup for parsing. We will cover parsing a little bit later in this article, but to put it simply, there is no real point to web scraping without being able to parse your data to make it more readable. Beautiful soup is a Python package used for parsing HTML and XML documents.
One of the bigger challenges of web scraping is browser fingerprinting. Browser fingerprinting is already impacting web scraping, and it will only get harder to bypass (you can learn what is browser fingerprinting in our blog post). Luckily, some integrations help overcome it:
- Kameleo proxy integration
- GoLogin integration
- Proxifier integration
- Multilogin integration
- FoxyProxy integration
- Jarvee integration
Collecting URLs and building paths
Establishing a crawling path is the first thing you must do in data gathering. To better understand why this is the first step, let us visualize the web scraping process in a value chain:
As you can see, web scraping takes up four distinct actions:
- Crawling path building and URL collection.
- Scraper development and its support.
- Proxy acquisition and management.
- Data fetching and parsing.
So why is the first step building a crawling path and collecting URLs? Very simply, there is no way you can build a scraper without knowing your targets. Well, at least not a functional one.
So what is a crawling path? It is a library of URLs from which the data will be extracted. The biggest challenge will be obtaining all the necessary URLs of the initial targets. That could mean dozens, if not hundreds of URLs that will need to be scraped, parsed, and identified as important URLs for your case. Of course, at the beginning of creating your scraper, several main targets will do the trick.
Developing infrastructure and maintaining it
Once you’ve decided on your team’s language, hired developers, researched several libraries, and built a URL path, the fun part begins – building a scraper. We have written a whole tutorial on how to start web scraping with Python, so you can study in greater detail how to build a scraper from scratch.
When it comes to maintenance, it will be a daily process for your development team. Including updating the infrastructure, fixing bugs, and having a stable system monitoring that might require putting your development team on night duty (to fix any crashes in the system).
The few main things to keep in mind in this stage are:
- Build with the future in mind. Analyze the current systems and inner workings. Anti-bot measures are getting smarter, and so should your future scraper tool.
- Be wary that it takes time. Like any development project, it will probably take more time than you think. That can be unforeseen challenges, businesses need changes, and so on.
- Create a simple testing area for other higher-ups to understand what it is that you are building. Showcasing the struggles you might be facing may help convince superiors to give more time or resources.
- Make it scalable. Ensure that your tool is scalable and its features do not cause issues in other areas (e.g., data storage)
- Have a dedicated crisis response team. Breakdowns are inevitable.
We have our own in-house scraper tool that we built from scratch called Real-Time Crawler. If you are curious about what challenges we encountered during the whole process (and still do), we shared how we built it in a featured article on Towards Data Science.
Acquiring and managing proxies
There is no web scraping without proxies. Choosing the right proxy provider can be a little bit of a hassle, but so are most things when you start digging into different providers and available solutions. Here are the general steps for a good provider analysis:
- See what is on the market. Several review sites concentrate on proxies. One of our favorites is Proxyway. The most important thing to compare is the success rates, proxy pool sizes, dashboard functionalities, price, support.
- Check what others say. Whether reading case-studies or Trustpilot reviews, see what their current clients have to say about them.
- Check their documentation. It might be an obvious one. See how their proxies work, how they are integrated, how difficult it will be, etc.
- Check for any additional resources. Do they have any quick-start guides, webinars, or guides that will make your life easier?
- Ask for a demo. In most cases, especially if it is for a company, proxy providers will give a free trial to let you test out their solutions.
When it comes to proxy management, it will be a challenge – especially to those new to scraping. There are so many little mistakes one can make to block batches of proxies before reaching the desired result of scraping. A good practice is proxy rotation, but all issues do not disappear with just rotation, and constant management and upkeep of the infrastructure will be needed. The best practices to keep your proxies block-free will most likely be provided in the documentation or by the support or dedicated Account Managers.
Fetching and parsing data
We have briefly mentioned data parsing in this article already. It is a process of making acquired data understandable and usable. Most data gathering methods return results that are incredibly hard to understand as they are in a raw code format. This is why parsing is necessary to create structured results to make them ready to use.
Creating a parser is not too difficult. However, like most of our other mentioned issues, maintenance will cause the biggest problems down the road. Adapting to different page formats and website changes will be a constant struggle and will take up time from your development teams’ day more often than you would expect.
We hope this checklist will help you dot the i’s and cross the t’s in your scraping project. No matter if you are starting a new scraping project or checking for tips in the middle of it.
If you are curious to see how our own-made in-house crawler looks, check out Real-Time Crawler. In this page you will find a free to test playground to see how it works.