Exploring Octoparse Web Scraping Tool for Data Preparations

Shanthababu Pandian Last Updated : 10 May, 2022
9 min read

This article was published as a part of the Data Science Blogathon.

Introduction

In this article, let’s discuss one of the trendy and handy web-scraping tools, Octoparse, and its key features and how to use it for our data-driven solutions. Hope you all are familiar with “WEB SCRAPING” techniques, and the captured data has been used to analyze business perceptions further. If you look at the end-end process of web-scraping techniques is a little tedious and time-consuming when you get into building applications. To make our job easier on web-scraping, there are multiple choices on the web scripting tools in the market and readily available with numerous features and advantages. One among them and a potent tool is nothing but Octoparse; let’s will go over detail on it and understand it better.

What is Web-Scraping?

This is the process of extracting the diverse volume of data (content) in the standard format from a website in slice and dice as part of data collection in Data Analytics and Data Science perspective in the form of flat files (.csv,.json etc.,) or stored into the database. The scraped data will usually be in a spreadsheet or tabular format as mentioned above. It can be also called as Web-Data-Extraction, Web -Harvesting, Screen Scraping etc.,

Yes! I can hear your questions, Is this Legally accepted?

As long as you use the data ethically, this is absolutely fine. Anyways we’re going to use the data which is already available in most of the public domain, but sometimes the websites are wished to prevent their data from web scraping then they can employ techniques like CAPTCHA forms and IP banning.

Web-Scraping

 

Web-Scraping Image 2

Crawler & Scraper

Let’s understand Crawler & Scraper:

What is Web Crawling?

In simple terms, Web Crawling is the set process of indexing expected business data on the target web page by using a well-defined program or automated script to align business rules. The main objective goal of a crawler is to learn what the target web pages are about and to retrieve information from one or more pages based on the needs. These programs (Python/R/Java) or automated scripts are called in terms of a Web Crawler, Spider, and usually called Crawler.

What is Web Scraper?

This is the most common technique when dealing with data preparation during data collection in Data Science projects, in which a well-defined program will extract valuable information from a target website in a human-readable output format, this would be in any language.

Scope of Crawling and Scraping

Data Crawling:

  • It can be done at any scaling level
  • It gives to downloading web page reference
  • It requires a crawl agent
  • Process of using bots to read and store
  • Goes through every single page on the specified web page.
  • Deduplication is an essential part

Data Scraping:

  • Extracting data from multiple sources
  • It focuses on a specific set of data from a web page
  • It can be done at any scaling level
  • It requires crawl and parser
  • Deduplication is not an essential part

Introduction to Octoparse

Let’s focus on the Octoparse Web Scraping tool, which helps us quickly fetch data from any website without coding techniques and anyone can use this tool to build a crawler in just minutes as long as the data is visible on the web page. If you asked me in short words about this tool, I would say this is a “No-code (or) Low-code web scraping tool.”, It takes really substantial time and be good to cope with a web-scraping. Since most companies are busy maintaining a business, data related services with low-code web scraping tools for a better choice to improve their productivity.

Ultimately the primary reason always is that it saves time across all industries. Certainly, everyone can take the advantage of the interactive workflow and intuitive tips guide to build their own scrapers.

Octoparse can fulfil most of the data extractions requirements to scrape the data from different websites like E-commerce, Social-Media, Structured and Tabulated pages. And it has capable of satisfying use cases like price monitoring, social trend discovery, risk management and many more.

Octoparse

There are many features that are there, let’s discuss a few major in this article.

Hardware and Software Requirements

To run Octoparse on your system and to use the easy web-scraping workflow, your system only needs to fulfil the following requirements:

Operating Systems:

  • Win7/Win8/Win8.1/Win10(x64)
  • Mac users can download the Mac version of Octoparse directly from the website.

Software

  • Microsoft .NET Framework 3.5.

Internet Access

Environment of Octoparse

Let’s discuss the Octoparse environment, The Workspace is the place where we can build our set of tasks. There are four parts to it, each one plays its particular purpose.

  • The Built-in Brower: Once you’ve entered a target URL page, the webpage will be loaded in Octoparse’s built-in browser. you can browse any website in the browse mode of operation, or you can click to extract the data you need in Select mode.
  • The Workflow: To interact with the webpage(s), such as opening a web page, or clicking on a page element(s), the entire process is defined automatically in the form of a workflow.
  • Tips Box: It uses smart Tips to “talk” to you during the extraction process and to guide you through the task building process.
  • Data Preview: You can preview the data selected. It provided the option to rename the data fields or remove the undesirable items that are not needed.

The Octoparse installation package can be downloaded on the official website

How does Octoparse Work?

It automatically extracts the web page data by opening a web page and clicking the page like human browsing the page and starts extracting the data in a well-defined workflow and each action is pertaining to the target and objective of the purpose.

  • Simulation
  • Workflow
  • Extraction

Understand the Octoparse Interface

Since Octoparse provides a very rich and user-friendly interface, anyone can do the data extraction from any web page. I could recommend the favoured task template would satisfy most of the tasks in a few minutes. It would be the data for analysis from various classifications like – Products, Travel, social media, Search Engines, Jobs, Real Estate and Finance.

The main tabs are New, Dashboard, Data Services, Tools, and Tutorials

Let’s explore each item quickly.

Home Page

 

Octoparse Home Page

Workflow: The workflow-based design has been put in place in such a way, that it can be operated exclusively within GUI. Scripts or manual insertion of code is partly possible, but not necessary. In Octoparse Workflow there are two methods you can use that are nothing but Advanced Mode and the Template Mode.

Workflow

 

Task Templates: Which is used for pre-built tasks to get data by entering simple parameters like URL(s) or keywords. There are over 60+ templates for most mainstream websites. There is no need to build anything specifically and no technical chandelles. Simply select a template you need, check the sample data to see if it gets what you need, and extract the data right.

Task Templates
Task Templates

You can very well go into a group of templates specific to a country, based you can extract the data for use cases analysis.

Task Templates Image 3

 

Templates Configuration

  • Data preview: The data preview tab will help you to find out the list of items extracted during the process.
  • Parameter: The parameter would help you to get the URL to run for your data extraction.
  • Sample: This tab will give you the extracted data in tabular format.
  • Advanced Mode: The Advanced Mode use to take overall control of every step of your web scraping project.

Description

Templates Configuration
Templates Configuration Image 2

Extracted Data

Extracted Data

After a successful run, we could get all data in the tool and ready to further analysis.

Advanced Mode

Advanced Mode is a highly flexible and very powerful web-scraping mode than Task Templates. This is specifically for people who want to scrape from websites with complex structures for their project-specific.

The list of features of Advanced Mode:

  • Achieve the scraping data on almost all kinds of webpage
  • Extract data in different formats URL, image, and HTML
  • Design a workflow to interact with a web page such as login authentication, keyword searching
  • Customize your workflow, such as setting up a wait time, modifying XPath and reformatting the data extracted
Advanced Mode

There is a provision for Edit or Create your Advanced Workflow, which you could explore with the tool explicit. Here you could simulate real human browsing actions, such as the below steps.

  • Opening a web page
  • Clicking on a page element or button to extract data automatically.

The whole extraction process is defined automatically in a workflow with each step representing a particular instruction in the scraping task.

Dashboard: You can manage all your scraping tasks. Rename, Edit, Delete and Organize all the tasks. You can also conveniently schedule any tasks.

Dashboard

Extraction with the Octoparse Cloud

One of the nice features of Octoparse is a powerful Cloud platform for users can run their tasks 24/7. When you run a task with the “Cloud Extraction” option, it runs in the cloud with multiple servers using different IPs. Same time you can shut down your app or computer while the task is running. You need not worry about hardware and its limitation.

During this process data extracted will be saved in the cloud itself and can be accessed any time if you want. Here you can schedule the task, you can schedule your task to run as frequently as you need.

Octoparse cloud
Octoparse cloud Image 1

 

Octoparse cloud Image 2

Auto-data export: The tool provided the Auto-Data export provision to export data to the database, and it can be automated and scheduled. There are multiple options to configure this feature and enhance more on the data export.

Auto-data export

This tool also provides the refine of your data, like as below list of tasks:

  • Rename/move/duplicate/delete a field
  • Clean data
  • Capture HTML code
  • Extract page level-based data and date & time

You must know the Anti-Blocking settings which are available in this tool, few of them are below and you can very well add these to your workflow settings.

  • IP Blocking:
    • Since some websites might be very sensitive to web scraping and take some serious anti-scraping measures, by blocking IPs to stop any scraping activities.
  • Browser recognition & Cookie Tracking:
    • Every request made by a web browser is eventually blocked, due to the user-agent, With the help of this tool, you can easily enable automatic user-agent rotation in your crawler to reduce the risk of being blocked.

Data Services: where you and your team of web scraping experts can build the whole web scraping process customized for your needs.

Data Services

Conclusion

Guys, so far we have explored what is Web Scraping, Crawler in detail and the scope of both techniques and their significance during the data preparations stage, then we focused on the Octoparse tool and its key features right from its Hardware and Software Requirements, the Environment of Octoparse, How Octoparse works, Understanding of the Octoparse Interface, Key components – Workflow, Dashboard and Data Services, Extraction with the Octoparse are high demand, especially the Auto-data export – IP Blocking features are really major milestones during the process. Undoubtedly, this too would fulfil most of the data extractions requirements to scrape the data from different websites and always is that it saves time. Since the tool supports over 60+ predefined templates for most mainstream websites our job would be very simple. Hope you got the high-level details of the Octoparse tool and its benefits. You can very well install the same and explore more. Thanks for your time on this Web Scraping article.

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Shanthababu Pandian has over 23 years of IT experience, specializing in data architecting, engineering, analytics, DQ&G, data science, ML, and Gen AI. He holds a BE in electronics and communication engineering and three Master’s degrees (M.Tech, MBA, M.S.) from a prestigious Indian university. He has completed postgraduate programs in AIML from the University of Texas and data science from IIT Guwahati. He is a director of data and AI in London, UK, leading data-driven transformation programs focusing on team building and nurturing AIML and Gen AI. He helps global clients achieve business value through scalable data engineering and AI technologies. He is also a national and international speaker, author, technical reviewer, and blogger.

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