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[wip] Add tutorials
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157 changes: 157 additions & 0 deletions docs/src/tutorial/custom-data.rst
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Run the workflow using custom data
==================================

In this tutorial, you will run the workflow using custom focal data in addition to the example reference data. The reference data will serve as background context for the new data.

.. contents:: Table of Contents
:local:

Prerequisites
-------------

1. :doc:`example-data`. These instructions will set up the command line environment used in this tutorial.
2. You have a GISAID account. `Register <https://www.gisaid.org/registration/register/>`__ if you do not have an account yet. However, registration may take a few days. Follow `alternative data preparation methods <../guides/data-prep.html>`__ in place of **Curate data from GISAID** if you wish to continue this tutorial in the meantime.

Setup
-----

If you are not already there, change directory to the ``ncov`` directory:

.. code:: text
cd ncov
Curate data from GISAID
-----------------------

We will retrieve 10 sequences from GISAID's EpiCoV database.

1. Navigate to `GISAID <https://www.gisaid.org/>`__ and select **Login**.

.. image:: ../images/gisaid-homepage.png
:width: 400
:alt: GISAID login link

2. Login to your GISAID account.

.. image:: ../images/gisaid-login.png
:width: 200
:alt: GISAID login

3. In the top left navigation bar, select **EpiCoV** then **Search**.

.. image:: ../images/gisaid-epicov-search.png
:width: 400
:alt: GISAID EpiCoV Search

4. Select the first 10 sequences.

.. image:: ../images/gisaid-select-sequences.png
:width: 700
:alt: GISAID EpiCoV Search

5. Select **Download** in the bottom right of the search results.
6. Select **Input for the Augur pipeline** as the download format.

.. image:: ../images/gisaid-augur-pipeline-download.png
:width: 400
:alt: GISAID EpiCoV Search

.. note::

You may see different download options, but it is fine as long as **Input for the Augur pipeline** is available.

7. Select **Download**.
8. Download/move the ``.tar`` file into the ``ncov/data/`` directory.
9. Extract by opening the downloaded ``.tar`` file in your file explorer. It contains two files: one ending with ``.metadata.tsv`` and another with ``.sequences.fasta``.
10. Rename the files as ``custom.metadata.tsv`` and ``custom.sequences.fasta``.

Run the workflow
----------------

From within the ``ncov/`` directory, run the ``ncov`` workflow using a pre-written ``--configfile``:

.. code:: text
nextstrain build . --cores all --configfile ncov-tutorial/custom-data.yaml
Break down the command
~~~~~~~~~~~~~~~~~~~~~~

The workflow can take several minutes to run. While it is running, you can investigate the contents of ``custom-data.yaml`` (comments excluded):

.. code-block:: yaml
inputs:
- name: reference_data
metadata: https://data.nextstrain.org/files/ncov/open/reference/metadata.tsv.xz
sequences: https://data.nextstrain.org/files/ncov/open/reference/sequences.fasta.xz
- name: custom_data
metadata: data/custom.metadata.tsv
sequences: data/custom.sequences.fasta
refine:
root: "Wuhan-Hu-1/2019"
builds:
custom-build:
title: "Build with custom data and example data"
subsampling_scheme: all
auspice_config: ncov-tutorial/auspice-config-custom-data.json
This is the same as the previous file, with some additions:

1. A second input for the custom data, referencing the metadata and sequences files downloaded from GISAID.
2. A ``builds`` section that defines one output :term:`docs.nextstrain.org:dataset` using:

1. A custom name ``custom-build``
2. A custom title ``Build with custom data and example data``
3. A pre-defined subsampling scheme ``all`` (TODO: add doc link)
4. An Auspice config file with the contents:

.. code-block:: json
{
"colorings": [
{
"key": "custom_data",
"title": "Custom data",
"type": "categorical"
}
],
"display_defaults": {
"color_by": "custom_data"
}
}
This JSON does two things:

1. Create a new coloring ``custom_data`` which reflects a special metadata column generated by the ncov workflow. Each data input produces a new final metadata column with categorical values ``yes`` or ``no`` representing whether the sequence was from the input.
2. Set the default Color By as the new ``custom_data`` coloring.

.. note ::
**Build** is a widely used term with various meanings. In the context of the ncov workflow, the ``builds:`` section defines output :term:`datasets <docs.nextstrain.org:dataset>` to be generated by the workflow (i.e. "build" a dataset).
Visualize the results
---------------------

Run this command to start the :term:`docs.nextstrain.org:Auspice` server, providing ``auspice/`` as the directory containing output dataset files:

.. code:: text
nextstrain view auspice/
Navigate to ``http://127.0.0.1:4000/ncov/custom-build``. The resulting :term:`docs.nextstrain.org:dataset` should have similar phylogeny to the previous dataset, with additional sequences:

.. figure:: ../images/dataset-custom-data-highlighted.png
:alt: Phylogenetic tree from the "custom data" tutorial as visualized in Auspice


1. The custom dataset name ``custom-build`` can be seen in the dataset selector, as well as the dataset URL.
2. The custom dataset title can be seen at the top of the page.
3. The custom coloring is used by default. You can see which sequences are from the custom data added in this tutorial.

.. note::

You may not see all 10 custom sequences - some can be filtered out due to quality checks built into the ncov workflow.
93 changes: 93 additions & 0 deletions docs/src/tutorial/example-data.rst
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Run the workflow using example data
===================================

The aim of this first tutorial is to introduce our SARS-CoV-2 workflow.
To do this, we will run the workflow using a small set of reference data which we provide.
This tutorial leads on to subsequent tutorials where we will walk through more complex scenarios.

.. contents:: Table of Contents
:local:

Prerequisites
-------------

1. :doc:`setup`. These instructions will install all of the software you need to complete this tutorial and others.

Setup
-----

1. Activate the ``nextstrain`` conda environment:

.. code:: text
conda activate nextstrain
2. Change directory to the ``ncov`` directory:

.. code:: text
cd ncov
3. Download the example tutorial repository into a new directory ``ncov-tutorial/``:

.. code:: text
git clone https://github.com/nextstrain/ncov-tutorial
Run the workflow
----------------

From within the ``ncov/`` directory, run the ``ncov`` workflow using a configuration file provided in the tutorial directory:

.. code:: text
nextstrain build . --cores all --configfile ncov-tutorial/example-data.yaml
Break down the command
~~~~~~~~~~~~~~~~~~~~~~

The workflow can take several minutes to run. While it is running, you can learn about the parts of this command:

- ``nextstrain build .``
- This tells the :term:`docs.nextstrain.org:Nextstrain CLI` to :term:`build <docs.nextstrain.org:build (verb)>` the workflow from ``.``, the current directory. All subsequent command-line parameters are passed to the workflow manager, Snakemake.
- ``--cores all``
- This required Snakemake parameter specifies the number of CPU cores to use (`more info <https://snakemake.readthedocs.io/en/stable/executing/cli.html>`_).
- ``--configfile ncov-tutorial/example-data.yaml``
- ``--configfile`` is another Snakemake parameter used to configure the ncov workflow.
- ``ncov-tutorial/example-data.yaml`` is a YAML file which provides custom workflow configuration including inputs and outputs. Contents with comments excluded:

.. code-block:: yaml
inputs:
- name: reference_data
metadata: https://data.nextstrain.org/files/ncov/open/reference/metadata.tsv.xz
sequences: https://data.nextstrain.org/files/ncov/open/reference/sequences.fasta.xz
refine:
root: "Wuhan-Hu-1/2019"
This provides the workflow with one input named ``reference_data``, which is a small dataset maintained by the Nextstrain team. The metadata and sequences files are downloaded directly from the associated URLs. `See the complete list of SARS-CoV-2 datasets we provide through data.nextstrain.org <https://docs.nextstrain.org/projects/ncov/en/latest/reference/remote_inputs.html>`_.

The ``refine`` entry specifies the root sequence for the example GenBank data.

For more information, visit `the complete configuration guide <../reference/configuration.html>`_.

The workflow output produces a new directory ``auspice/`` containing a file ``ncov_default-build.json``, which will be visualized in the following section. The workflow also produces intermediate files in a new ``results/`` directory.

Visualize the results
---------------------

Run this command to start the :term:`docs.nextstrain.org:Auspice` server, providing ``auspice/`` as the directory containing output dataset files:

.. code:: text
nextstrain view auspice/
Navigate to ``http://127.0.0.1:4000/ncov/default-build``. The resulting :term:`docs.nextstrain.org:dataset` should show a phylogeny of ~200 sequences:

.. figure:: ../images/dataset-example-data.png
:alt: Phylogenetic tree from the "example data" tutorial as visualized in Auspice

.. note::

You can also view the results by dragging the file ``auspice/ncov_default-build.json`` onto `auspice.us <https://auspice.us>`__.
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