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The Open Supporter Data Interface (OSDI) effort seeks to define an API and data structures for interoperability among products in the progressive cause-based, campaign and non-profit marketplace. The existence of a common API will reduce customer costs related to moving data between different systems, lower integration costs and enhance the ability of innovators to create products for the marketplace.

OSDI membership is made up of progressive vendors and organizations as well as invited non-partisan and mainstream industry vendors.

More Information about OSDI can be found at: opensupporter.org

The Github source for these documents can be found at: https://github.com/opensupporter/osdi-docs

If you are looking at those sources now and want to see the prettier github pages version, look here: https://opensupporter.github.io/osdi-docs

Experiment with our prototype server: http://api.opensupporter.org

Sections

• API Overview and Structure
  • Version
  • Working with OSDI in Real Life
  • REST + HAL
  • Versioning
  • Helpers
  • API Entry Point and Linking
  • Curies
  • Collections and Navigation
  • Resource Expansion
  • Filtering Collections
  • Encryption
  • Authentication
  • Mime Types
  • Error Handling
  • Flexibility and Server Behavior
  • Deviations from RESTful Behavior
  • Common Elements
  • Common Fields
  • Control Headers
  • Notational Conventions
• References
• Authors and Leadership
• Contributing and Contact

API Overview and Structure

OSDI used a combination of approaches to provide flexible reading of data, simple operations for simple scenarios, and general purpose CRUD access.

Version

This document represents OSDI version 1.2.0

Working with OSDI in Real Life

HAL Browser

OSDI Servers SHOULD expose the HAL Browser to provide a consistent interface for developers, scripters, digital, tech and data staff to work with.

In the course of writing scripts, reports, applications and other utilities that integrate via OSDI, examining and inspecting the different resources available on a server is a significant component of time spent. By having a consistent interface to work in, customers can further decrease their costs.

Ask your OSDI vendor for the URL to their HAL Browser.

Simple Code Examples

Python - Get People

Ruby - Get People

jQuery Plugin

An OSDI jQuery plugin has been created for use with OSDI's non-authenticated POST feature. The plugin facilitates a javascript implementation of OSDI, allowing for HTML forms to POST data into an OSDI system using AJAX in a user's browser, all without much coding.

Learn more about the plugin and download a copy here.

REST + HAL

Generally, OSDI follows traditional RESTful practices for accessing resources and collections of resources as well as creating, editing, updating, and deleting resources.

OSDI also implements the JSON+HAL spec hypermedia standard, providing links to associated collections and resources. JSON+HAL specifies a simple way to include these links in API output. The combination of linking and a specification allows generic clients to be written and, indeed, many languages have HAL clients. Linking itself makes it easier to both reason about and write clients for an API.

In addition to providing links for associated collections and resources, JSON+HAL specifies a way to embed the actual associated resources (or collections) in the same API response as the links. For example, a request for a collection of Person resources will return a link for each Person resource, and may also return the actual Person resources to which the links point. This allows OSDI providers and users to reduce the number of server round-trips needed to retrieve a set of data, at the expense of working with larger (possibly much larger) response sizes.

Embedding is optional for associated resources or collections. However, any resources or collections that are embedded must also be accessible by link. OSDI clients may check to see if a related resource is embedded in the response, and if not present, should fall back to getting the resource via its link.

By default, server responses should expand first level instances unless otherwise specified. For example, in a response for a collection of resources, those resources should be embedded.

Finally, OSDI implements the OData query language for filtering collections.

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Versioning

OSDI uses Semantic Versioning. In practice, this means:

• Breaking changes will use a new major version number (eg: 2.0)
• New features will use a minor version number (eg: 1.1)
• Incremental Bug fixes may use a sub-minor version number (1.1.1)

Current Version

When accessing a server, a client can determine the OSDI version by examining the osdi_version attribute in the API Entry Point (AEP).

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Helpers

OSDI also allows a client to perform a number of operations at once that in a traditionally RESTful API would take multiple requests through the use of helpers. For example, helpers can be used to create a new Person resource and register that this new person also signed a petition at the same time, something that with REST would require two operations (first creating the person, then associating them with the petition).

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API Entry Point and linking

All access through OSDI starts at the API Entry Point (AEP). The AEP is a resource that acts like a directory of the types of resources available on a server. It also includes capability information like the maximum query pagesize and links to helper endpoints.

Your service provider can tell you what the AEP URL is for your account.

You can explore the AEP with a user-friendly interface by visiting our prototype endpoint.

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Curies

You may have noticed that most links are prefaced with a name space "osdi" and that in the _links section there is a key labeled "curies." The link section defines links to relationships between objects and curies define those relationships. You will find documentation on the particular relationship by using the templated curie link. For example, given the following links section:

"_links": {
    "curies": [{ "name": "osdi", "href": "http://api.opensupporter.org/docs/v1/{rel}", "templated": true }],
    "self": {
        "href": "http://api.opensupporter.org/api/v1/answers/46"
    },
    "osdi:question": {
        "href": "http://api.opensupporter.org/api/v1/questions"
    }
}

In order to fetch documentation on the question relationship, you would visit the following url: http://api.opensupporter.org/docs/v1/question

Any links not prefaced with a curie name space are defined here.

Vendors who add their own vendor-specific relationships must defined their own curie and preface their relationships with their own curie namespace. For example,

"_links": {
    "curies": [
        { "name": "osdi", "href": "http://api.opensupporter.org/docs/v1/{rel}", "templated": true },
        { "name": "fb", "href": "http://facebook.com/docs/v1/{rel}", "templated": true }
    ],
    "self": {
        "href": "http://api.opensupporter.org/api/v1/question_answers/46"
    },
    "osdi:question": {
        "href": "http://api.opensupporter.org/api/v1/questions"
    },
    "fb:profile": {
        href: "http://facebook.com/profiles/1234"
    }
}

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Collections and Navigation

When retrieving collections, the response representation will include some common attributes.

Name	Type	Description
total_pages	integer	The number of pages applicable to this collection.
total_records	integer	The total number of resources matching this collection.
page	integer	The page number of this response.

Collection responses may include additional links for navigation to previous and next pages.

Name	Description
next	The link for the next page of results.
previous	The link for the previous page of results.

The parameters per_page and page control pagination.

• ?per_page specifies how many results to return per page.
• ?page specifies the starting page to start with.

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Resource Expansion

Consult the documentation from your vendor or implementer to determine if expansion is supported.

Including Linked Related Resource Collections

The server may support including related resources in responses. For example, a client might wish to have a response containing people also contain their event attendance resources. In this case, the attendance resources would be contained within an _embedded collection within each person object.

To request that the server included these related resources, the $expand query parameter is used, and the value would be the related OSDI collection, with its prefix 'osdi:attendances'

GET https://osdi-sample-system.org/api/v1/people?$expand=osdi:attendances

The $expand parameter can contain a comma separated list of resources to include.

Including Inline Related Objects

Certain OSDI resources have Related Objects, which are inline objects as opposed to a linked related resource collection link.

Some servers may choose not to automatically return all inline related objects, for example if collecting the needed information for the object is expensive or time consuming. In this case the server will omit those objects, unless the client includes the $expand query parameter containing the comma separated additional objects to return, specified by their attribute name (without an osdi: prefix).

GET https://osdi-sample-system.org/api/v1/people?$expand=divisions

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Filtering Collections

When retrieving collections, a client may request that the server filter the results according to a query. OSDI makes use of a subset of the OData query language to accomplish this. The filter string is the value of the 'filter' query parameter.

See OData Filter Query for more information.

General information can be found at odata.org.

Conventions

• String literals are enclosed in single quotes, eg: 'Jon'
• Integers are not quoted, eg: 5
• The whole query string is not enclosed in any quotes
• Object properties are referenced using /, not ., e.g. birthdate/month

Operators

OSDI supports the following OData operators:

Name	Description	Example
eq	Exact match	first_name eq 'John'
ne	Not Equal exact match	first_name ne 'John'
gt	Greater than	birthdate/month gt 1980
ge	Greater or equal than	created gt '2013-11-17T18:27:35-05'
lt	Less than	birthdate/year lt 1980
le	Less or equal than	created le '2013-11-17T18:27:35-05'
or	Logical OR	first_name eq 'John' or first_name eq 'Jon'
and	Logical AND	first_name eq 'John' and last_name eq 'Doe'

OSDI defines the following OPTIONAL extension operators:

Name	Description	Example
like	Case insensitive match	first_name like 'john' # returns John or john
re	Matches a regular expression	first_name regexp '/[Rr]ob/' # Returns robert, Robert, rob, roberto

Functions

OSDI defines the following OPTIONAL extension functions:

Name	Description	Example
near	Returns entries near a location within a radius	gender eq 'Female' and near('10011', '5 miles')

Virtual Field Names

There are some resource fields that should be searchable, but are not directly addressable using the filter syntax. This is the case for array fields and fields on array items. To allow querying of these properties, we expose Virtual Field Names at the filter level.

OSDI implementations should add special case query handlers for these filter options, where the parent resource should be returned if any of the array items match the condition.

Resource	Field	Virtual Field
Donation	recipient.display_name	recipient_display_name
Donation	recipient.legal_name	recipient_legal_name
Message	targets.href	target_href
Outreach	targets.given_name	target_given_name
Outreach	targets.family_name	target_family_name
Outreach	targets.ocdid	target_ocdid
Petition	targets.name	target_name
Person	email_addresses.address	email_address
Person	phone_numbers.number	phone_number
Person	postal_addresses.postal_code	postal_code
Person	postal_addresses.region	region

Examples

Find all males in a given ZIP code: GET /api/v1/people?filter=gender eq 'Male' and address.postal_code eq '10011'

Find new signups on or since a date and time (Eastern Time) GET /api/v1/people?filter=created ge '2013-11-17T18:27:35-05'

Find all people associated with a given email address: GET /api/v1/people?filter=email_address eq 'jane@example.com'

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Encryption

Providers should support secure HTTPS connections using TLS 1.0 and above, and reject non-secure HTTP connections.

If necessary, providers may support non-secure HTTP connections in addition or instead.

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Authentication

Clients and providers may use a variety of mechanisms to authenticate and authorize operations. The specification does not currently require supporting a specific method. However, there are many choices which can work with this specification.

• Cookie-Based Authentication
• HTTP Basic
• HTTP Digest
• Token-Based Authentication
• OAuth and OAuth 2.0
• OpenID

Future versions of this specification may officially support one or more of these methods, or provide standard ways of implementing various methods, or may in other ways be more specific about security and authentication.

Not all interactions with the API will require authentication, and some behaviors might differ based on whether your request includes authentication or not. For example, when used in a javascript application, where authentication secrets can't be kept from users, a non-authenticated method may be used, and the server response may be truncated so as to not leak data to unauthenticated users. Some specific non-authenticated behaviors included in this specification are outlined on each resource page.

OSDI Token Based Authentication

While OSDI does not currently mandate implementation of token-based authentication, for those that do implement this method of authentication the following standard should be followed.

For header-based token authentication, the header should be named OSDI-API-Token (case sensitive), as in this example:

OSDI-API-Token: [your token here]

For URL query string-based token authentication, the query parameter should be named osdi-api-token (case insensitive), as in this example:

https://api.opensupporter.org/api/v1/?osdi-api-token=[your token here]

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Mime Types

When sending requests or responses, the preferred mime type is application/json.

Servers and clients are strongly encouraged to be liberal in accepting entities with a missing or incorrect mime type.

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Error Handling

If the attempt to access, update, or create the a resource or collection fails, the server shall return the appropriate HTTP error code representing the failure.

Within the response body, the server shall include descriptive information on the nature of the failure.

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Flexibility and Server Behavior

Not all systems that implement OSDI will implement all aspects of the specification.

There are no required fields in OSDI, and many relations are left up to each individual system and server.

Some servers may support some or all of the different resource collections. For example, a peer to peer donation system might support Donations and People but not events. In order to find out what resources are available and what URIs to use to access them, do a GET on the AEP URL.

Some servers may support certain helpers and not others. The AEP and associated resources also includes links to the helper endpoints available.

Similarly, matching behavior will be determined by each implementing system. For example, some systems may match people based on email address or other information.

Deviations from RESTful Behavior

This section outlines areas where the expectations of the OSDI customer community differ from boilerplate RESTful behavior and specify best practice expected behavior.

Merging Objects (hashes) and Arrays on update

Numerous resources in OSDI contain embedded objects (hashes) and arrays. For example, on Person, Birthday and Custom Fields are Objects (hashes) and Postal Addresses is an array.

When dealing with updates to these elements of resources, servers should merge rather than replace these elements. This is more consistent with expected user behavior. This relates to helpers and POST's to collections.

For example, sending a person_signup_helper, or a POST on the person collection with only 1 address should not delete any existing addresses. Similarly, including only 1 custom field, should not delete all existing custom fields on a resource.

The behavior for PUT is currently unspecified and up to server behavior. Contact your vendor for more details.

Deleting the full contents of an Object (hash) or Array

In order to cause the deletion of the contents of an Object (hash) or Array, a request should include that element, but set its value to null

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Common Elements

All OSDI resources share a set of common fields for consistency. These are listed below.

{% include global_fields.md %}

{% include control_headers_readme.md %}

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Notational Conventions

In this specification, when defining models, the following notational conventions are used.

Convention	Description
Type[]	An array of objects of type 'type'
Type[]*	A reference to a collection of resources of type 'type'
Type*	A reference to a single resource of type 'type'
string	A string
datetime	A date and time representation. In JSON this is a string. The contents of this attribute shall be ISO 8601
Object	A complex attribute represented by a JSON object
decimal	A number in decimal notation such as 12.15. Used for currency.
flexenum	One of a list of values, or another value. For example, for party_identification on people, if the person is a Democrat they should be marked as "Democratic" with that exact spelling and casing, but if they are not one of the defined types then you can use another value instead, such as "Working Families".

In the description of string types, sometimes the specification will list a set of acceptable values such as

Name	Type	Description
gender	string	one of "Male", "Female", "Other"

In these cases, the string value should conform to one of the choices unless specified otherwise.

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References

ID	Title	URL
RFC5646	Tags for Identifying Languages	https://tools.ietf.org/html/rfc5646

Authors and Leadership

• Leo Aguayo, Organizer
• Tim Anderegg, New Organizing Institute (NOI)
• Topper Bowers, Independent
• Beth Becker, Indigo Strategies
• Gilbert Chan, Organizer
• Josh Cohen, Washington United For Marriage (Editor)
• Jeff Crigler, Catalist
• Gustavo Costa, The Action Network
• Michael Eskin, Blue State Digital
• Jascha Franklin-Hodge, Blue State Digital
• Abraham Godong, FasterCampaigns
• Tim Gutowski, Trilogy Interactive
• Harlan Hill, Indigo Strategies
• Tim Holahan, BroadStripes
• Ben Krokower, FasterCampaigns
• Eli Lee, The Quad
• Dave Leichtman, Microsoft Corporation
• Marc Love, Independent
• Walter Ludwig, Indigo Strategies
• Drew Miller, NGP VAN
• Joe McLaughlin, Citizen Action of New York
• Mark Paquette, TheDataBank
• Charles Parsons, Salsa Labs
• Rich Ranallo, Revolution Messaging
• Jason Rosenbaum, The Action Network
• Shaie Sachs, NGP VAN
• Ben Stein, Mobile Commons
• Ben Stroud, Targetsmart Communications
• Ray Suelzer, UFCW International Union
• Nate Thames, ActBlue
• Jim Pugh, ShareProgress
• Sylvia Rolle, Washington United for Marriage
• Chris Thomas, Sierra Club
• Brian Vallelunga, Trilogy Interactive (Editor)
• Sandra Wechsler, The Quad
• Nathan Woodhull, ControlShift Labs
• Ryan Zarkesh
• Misha Zhurkin, Catalist
• Kayley Whalen, Trans United
• Hayden Mora, Trans United
• Sonya Reynolds, Independent

Additional Acknowledgments

• Reed Probus, Web, Logo & Graphic Design
• Nathan Tabak, Whitepaper writing and editing
• Anthony Whittaker, Evangelism and Booth Duty
• Scott Wooledge, V1 Logo

Leadership

See our governance committee members and executive officers.

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Contributing and Contact

Anyone is welcome to contribute by filing GitHub issues. To join our committees for specification discussion, please contact us at http://opensupporter.org or via email at info@opensupporter.org.

To build and view these documents locally, use Jekyll, as configured via the Gemfile in this repo:

• cd /path/to/your/checkout/of/this/repo
• bundle install
• bundle exec jekyll serve

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