---
title: "NDExR - R implementaion for NDEx server API"
author: 
- name: Florian J. Auer
  email: Florian.Auer@informatik.uni-augsburg.de
  affiliation: &id University of Augsburg
- name: Zaynab Hammoud
  email: Zaynab.Hammoud@informatik.uni-augsburg.de
  affiliation: *id
- name: Frank Kramer
  email: Frank.Kramer@informatik.uni-augsburg.de
  affiliation: *id
date: "`r Sys.Date()`"
output: BiocStyle::html_document
vignette: >
  %\VignetteIndexEntry{NDExR Vignette}
  %\VignetteEngine{knitr::rmarkdown}
  %\VignetteEncoding{UTF-8}
---

# Introduction

Networks are a powerful and flexible methodology for expressing
biological knowledge for computation and communication. Albeit 
its benefits, the sharing of networks, the collaboration on 
network curation, keeping track of changes between 
different network versions, and detecting different versions itself,
still is a major problem in network biology.

The Network Data Exchange, or NDEx, is an open-source software framework 
to manipulate, store and exchange networks of various types and formats (Pratt et al., 2015, Cell Systems 1, 302-305, October 28, 2015 ©2015 Elsevier Inc. [ScienceDirect](http://www.sciencedirect.com/science/article/pii/S2405471215001477)). 
NDEx can be used to upload, share and publicly distribute networks, while providing
an output in formats, that can be used by plenty of other applications.

The public NDEx server is a network data commons which provides pathway collections like the Pathway Interaction Database of the NCI (http://www.ndexbio.org/#/user/301a91c6-a37b-11e4-bda0-000c29202374) and the Cancer Cell Maps Initiative (http://www.ndexbio.org/#/user/b47268a6-8112-11e6-b0a6-06603eb7f303). 

This package provides an interface to query the public NDEx server, as well as private installations, in order to upload, download or modify biological networks. 

This document aims to help the user to install and benefit from the
wide range of funtionality of this implementation.
The package also provides classes to implement the Cytoscape
Cyberinfrastructure (CX) Format and to extend the [iGraph Package] (http://igraph.org/r/).

The package is compatible with both NDEx versions 1.3 and 2.0.

# Installation

Installation instructions (from Bioconductor)
```{r, eval=FALSE}
if (!requireNamespace("BiocManager", quietly=TRUE))
    install.packages("BiocManager")
BiocManager::install("ndexr")
library(ndexr)
```

Installation via GitHub using [*devtools*](http://cran.r-project.org/web/packages/devtools/index.html) R package
```{r, eval=FALSE}
require(devtools)
install_github("frankkramer-lab/ndexr")
library(ndexr)
```

# Quick Start

Some short overview of the most important functions
```{r, results='hide', warning=FALSE, message=FALSE}
## load the library!
library(ndexr)
```
```{r, eval=FALSE}
## login to the NDEx server
ndexcon = ndex_connect("username", "password")
```
```{r, echo=FALSE, results='hide', message=FALSE}
## login to the NDEx server
ndexcon = ndex_connect()
```
```{r}
## search the networks for "EGFR"
networks <- ndex_find_networks(ndexcon, "EGFR")

## UUID of the first search result
networkId <- networks[1,'externalId']

## get summary of the network
networkSummary <- ndex_network_get_summary(ndexcon, networkId)

## get the entire network as RCX object
rcx <- ndex_get_network(ndexcon, networkId)

## remove NDEx artefacts from network
rcx <- rcx_asNewNetwork(rcx)

## do some fancy stuff with the network, then
## update the meta-data
rcx <- rcx_updateMetaData(rcx)
```
```{r, eval=FALSE}
## upload network as a new network to the NDEx server
networkId <- ndex_create_network(ndexcon, rcx)

## do some other fancy stuff with the network, then
## update the network on the server
networkId <- ndex_update_network(ndexcon, rcx)

## realize, you did bad things to the poor network, so better 
## delete it on the server
ndex_delete_network(ndexcon, networkId)
```

# Connect to a server

First, establish an connection to the NDEx server. This object is
required for most of the other ndexr functions, because it stores
options and authentication details. It is possible to connect to the
server anonymously or provide a username and password to enable further
functionality. If you have set up your own NDEx server, you might change
the host to your local installation.

```{r, eval=FALSE}
## load the library
library(ndexr)

## connect anonymously
ndexcon = ndex_connect()

## log in with user name and password
ndexconUser = ndex_connect(username="username", password="password")

## specify the server
ndexconLocal = ndex_connect(username="username",
				password="password", 
				host="localhost:8888/ndex/rest")

## manually change the api and connection configuration
ndexcon13 = ndex_connect(ndexConf=ndex_config$Version_1.3)
```

This package is developed following the structure of the documented api structure. For complete description of the NDEx server api see [*http://www.home.ndexbio.org/using-the-ndex-server-api/*](http://www.home.ndexbio.org/using-the-ndex-server-api/). The R functions are named by the category, context and function they fullfil. 
In the following, the usage is described in detail, and hopefully gives a better 
understanding of logic behind the naming convention of this package.

# Find Networks

To explore or search the networks on an NDEx server, this package offers 
a function to retrieve a list of networks from the server.
It is possible to restrict the networks to a specific search string (e.g. “EGFR”), 
an account name (only networks of this account will be shown), or limit 
the number of fetched networks.

```{r, results = "hide"}
## list networks on server
networks <- ndex_find_networks(ndexcon) 
## same as previous
networks <- ndex_find_networks(ndexcon, start=0, size=5)

## search for "EGFR"
networksEgfr <- ndex_find_networks(ndexcon, searchString="EGFR")
## same as previous
networksEgfr <- ndex_find_networks(ndexcon, "EGFR")

## same as previous
networksOfUser <- ndex_find_networks(ndexcon, accountName="ndextutorials")
```

As result you get a data.frame containing information of the networks.

```{r}
names(networks) 

networks[,c('name','externalId')]
```

# Simple network operations

To both, users and networks stored on an NDEx server, a universally
unique identifier (UUID) is assigned. Although both have the same format
(i.e. “xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx”, where x is one of
`[a-z0-9]`), it has to be distinguished between the user UUID and the
network UUID, but the difference is obvious by the context. Within RCX
objects and search results, the network UUID is also referred to as
“externalId” (see previous section). This UUID can be
used to access a network on the server and retrieve just a summary of
the network (similar to the results of a network search) or even the
entire network as RCX object (see next section). 

Since networks can contain many nodes and edges, and a huge amount of other
attributes, it is typically advisable to first get a network summary, to
check the node and edge counts for a network before retrieving the
entire network. Thereby the structure of the network summary is similar
the structure of the network list

```{r}
## UUID of the first search result
networkId <- networks[1,'externalId']

## get network summary
networkSummary <- ndex_network_get_summary(ndexcon, networkId)

names(networkSummary)

networkSummary[c('name','externalId')]

## get the entire network as RCX object
rcx <- ndex_get_network(ndexcon, networkId)
```

To send a network to an server, there are two possibilities. Either one
wants to update an existing network on the server or create a new one.
In both cases, a UUID is returned, either of the updated network or a
newly generated one for the created network. For updating a network, the
UUID is extracted from the “externalId” property of the “ndexStatus”
aspect, or can be set manually.

```{r, eval=FALSE}
## create a new network on server
networkId <- ndex_create_network(ndexcon, rcx)

## update a network on server
networkId <- ndex_update_network(ndexcon, rcx)

## same as previous
networkId <- ndex_update_network(ndexcon, rcx, networkId)
```

Besides creating, reading and updating, it is also possible to delete
networks on the server. This operation cannot be undone, so be careful!

```{r, eval=FALSE}
## deletes the network from the server
ndex_delete_network(ndexcon, networkId)
```

# Example Workflow

This example workflow shows how to connect to the public NDEx server, browse and retrieve the pathways of the Pathway Interaction Database of the NCI which are hosted there.

```{r, eval=FALSE}
## load the library!
library(ndexr)

## login to the NDEx server
ndexcon = ndex_connect()

## retrieve pathways of user "nci-pid"
networks_pid <- ndex_find_networks(ndexcon, accountName="nci-pid")

## list retrieved network information
networks_pid[,"name"]

## show information on the first pathways listed
networks_pid[1,]

## retrieve network data
mynetwork = ndex_get_network(ndexcon, networks_pid[1,"externalId"])

## convert into R graph format
mygraph = rcx_toRCXgraph(mynetwork)

## show graph information
mygraph

## use readable node names instead of IDs and plot the graph
V(mygraph)[as.character(mynetwork$nodes[,"@id"])]$name = mynetwork$nodes[,"n"]
plot(mygraph)
```

This code snippet starts with loading the ndexr library and connecting to the server anonymously.
Afterwards `ndex_find_networks` retrieves a list of networks of user `nci-pid`, which contains the data of the Pathway Interaction Database. The function `ndex_get_network` downloads the network data and stores in the `RCX` format (explained in the next section) and is then converted into an igraph-based object via `rcx_toRCXgraph`.
Here, the node IDs of the graph are set to readable names and the graph is plotted. Naturally, this graph can be annotated and beautified as required for the specific use cases.


# RCX

For the exchange of network data, NDEx uses the Cytoscape
Cyberinfrastructure Network Interchange Format, or just CX format (See
[*http://www.home.ndexbio.org/data-model/*](http://www.home.ndexbio.org/data-model/)).
CX is an Aspect-Oriented Network Interchange Format encoded in JSON,
which is used as basis for the R implementation of the CX format, namely
RCX.

The RCX object is currently implemented within this package as a list of
data.frames, containing meta-data and all aspects of the network. The
structure of an RCX object, as shown via `str(rcx)` could be a list like
this:

```{r}
str(rcx, max.level = 2)
```

The data.frames representing nodes and edges could look like this:

```{r}
rcx[["nodes"]][1:5,]

rcx[["edges"]][1:5,]
```

Usually, and RCX object is automatically created by using the functions
of this package for downloading network data from a NDEx server. But it
might be useful to convert an RCX object from/to JSON manually, for
example for down-/uploading a CX file from/to a NDEx server via the web
interface. For handling the network information within R, besides RCX
objects, one can use RCXgraph objects. A lossless conversion between the
two files can be done using the following functions:

```{r, warning=FALSE}
## convert RCX to JSON
json <- rcx_toJSON(rcx)

## ...and back
rcx <- rcx_fromJSON(json)

## convert RCX to RCXgraph
rcxgraph <- rcx_toRCXgraph(rcx)

## ...and back
rcx <- rcxgraph_toRCX(rcxgraph)
```

It is possible to create blank RCX objects from scratch:

```{r}
newRcx <- rcx_new()
```

After a RCX object is downloaded from an NDEx server, it will contain
some aspects that are not present in a newly generated network, i.e.
“ndexStatus”, “provenanceHistory” and “status”. Removing those aspects
might be useful in some cases.

```{r}
asNewRcx <- rcx_asNewNetwork(rcx)
```

After a RCX object underwent some changes (adding/removing
nodes/edges/aspects/meta- data, etc.), it is advisable to check a RCX
object for its integrity and update its meta-data.

```{r}
rcx <- rcx_updateMetaData(rcx)
```

The meta-data is not only updated by the function, but also created, if
not existent in the first place. It is necessary to mention, that the
function tries to check the format and content of most of the aspects
and properties, but due to the dynamic structure of RCX and CX, it is
advised to have a look at the CX data model specification for a deeper
insight about the core structure, dependencies and limitations.

# Aspects and Metadata

In general it is not advisable to retrieve a complete RCX object from a
server without knowing the number of aspects and its corresponding size,
because this may cause unwanted or unnecessary network traffic and
decline in performance. To avoid these problems, a possible workflow is
to download the meta-data of a network at first to check the available
aspects.

```{r}
## get meta-data for a network
metadata = ndex_network_get_metadata(ndexcon, networkId)

names(metadata)

metadata[c('name','elementCount')]
```

Afterwards, only the favored aspects can be downloaded individually.

```{r}
## get aspect "nodeCitations" for the network
networkAttibutes = ndex_network_get_aspect(ndexcon, networkId, "networkAttributes")

networkAttibutes
```

# NDEx Network properties

Even after creation, it is possible to change the name, the description
or version of a network.

```{r, eval=FALSE}
ndex_network_update_profile(ndexcon, networkId, name="My network", version="1.3")
ndex_network_update_profile(ndexcon, networkId, description="Nothing to see here")
```

For collaborative work, it is necessary to share networks between
several users and groups. Therefore there are specialized functions to
grant access to a network, change the permissions and withdraw access
permissions. It is possible to use those functions on single users or
groups. Possible permissions are “READ” to have reading access to
private networks, “WRITE” to be able modify, and “ADMIN” for the owner
of the network.

```{r, eval=FALSE}
## show all user who have permission to a network
permissions = ndex_network_get_permission(ndexcon, networkId, 'user')

## show all groups who have permission to a network
permissions = ndex_network_get_permission(ndexcon, networkId, 'group')

## show all users with write access to a network
permissions = ndex_network_get_permission(ndexcon, networkId, 'user', 'WRITE')

## grant an user permission to a network
ndex_network_update_permission(ndexcon, networkId, user=someUserUuid, 'READ')

## change the permission of an user to the network
ndex_network_update_permission(ndexcon, networkId, user=someUserUuid, 'WRITE')

## withdraw the permission from an user
ndex_network_delete_permission(ndexcon, networkId, user=someUserUuid)
```

Besides permission management on user and group level, it is also
possible to set some system properties on a network that influence the
accessibility further. By default a network is private, which means that
it is only visible to the owner and invited users and groups. If at some
point one decides to make the network readable by anyone, it is possible
to change the visibility of a network to “PUBLIC”.

```{r, eval=FALSE}
ndex_network_set_systemProperties(ndexcon, networkId, visibility="PUBLIC")
ndex_network_set_systemProperties(ndexcon, networkId, visibility="PRIVATE")
```

When a network has reached the point to be published, further edits
should be prevented. While it would be possible to set the access
permissions of all users and groups to “READ”, this approach is very
inconvenient. Therefore, a simpler way is to just set the network to
read-only using the network system properties.

```{r, eval=FALSE}
ndex_network_set_systemProperties(ndexcon, networkId, readOnly=TRUE)
```

One also has the option at the NDEx server to choose a selection of
their favorite networks for display in his or her home page.

```{r, eval=FALSE}
ndex_network_set_systemProperties(ndexcon, networkId, showcase=TRUE)
ndex_network_set_systemProperties(ndexcon, networkId, showcase=FALSE)
# change more than one property simultaneously
ndex_network_set_systemProperties(ndexcon, networkId, readOnly=TRUE, visibility="PUBLIC", showcase=TRUE)
```

The provenance history aspect of an NDEx network is used to document the
workflow of events and information sources that produced the current
network (for the official provenance documentation see
[*http://www.home.ndexbio.org/network-provenance-history/*](http://www.home.ndexbio.org/network-provenance-history/)
). There is a convenience function, that
retrieves the provenance of the network.

```{r}
provenance = ndex_network_get_provenance(ndexcon, networkId) 
```

# API Compatibility with NDEx versions

In the following table all API functions are listed. The functions are
grouped by the content they access, namely networks, users, or groups.
For every function also is shown, if authentication is needed, and by
which version it is supported (Version 2.0 or 1.3). A function marked
with brackets indicates, that, although the function would be supported
by this version, for different reasons no function could be implemented.
Limitations of the single API functions are also given in the column of
the corresponding version.

  ----------------------------------- -------------------- ----------------- ----------------- -----------------
  **Function name**                   **Authentication**   **Version 2.1**   **Version 2.0**   **Version 1.3**
  ***Networks***
  ndex_find_networks                  no                   X                 X                 X
  ndex_network_get_summary            no                   X                 X                 X
  ndex_get_network                    no                   X                 X                 X
  ndex_create_network                 yes                  X                 X                 X
  ndex_update_network                 yes                  X                 X                 X
  ndex_delete_network                 yes                  X                 X                 X
  ndex_network_get_metadata           no                   X                 X                 (x)
  ndex_network_aspect_get_metadata    no                   (x)               (x)               
  ndex_network_get_aspect             no                   X                 X                 (x)
  ndex_network_update_aspect          yes                  (x)               (x)               
  ndex_network_get_permission         yes                  X                 X                 only for users, different response
  ndex_network_update_permission      yes                  X                 X                 (only for users)
  ndex_network_delete_permission      yes                  X                 X                 only for users
  ndex_network_set_systemProperties   yes                  X                 X                 only readOnly
  ndex_network_update_profile         yes                  X                 X                 X
  ndex_network_get_provenance         no                   X                 X                 X
  ***Users***
  ndex_find_users                     no                   X                 X                 X
  ndex_find_user_byName               no                   X                 X                 
  ndex_find_user_byId                 no                   X                 X                 
  ndex_create_user                    yes                  X                 X                 
  ndex_delete_user                    yes                  X                 X                 
  ndex_update_user                    yes                  X                 X                 
  ndex_verify_user                    no                   X                 X                 
  ndex_user_change_password           yes                  X                 X                 
  ndex_user_mail_password             no                   X                 X                 
  ndex_user_forgot_password           no                   X                 X                 
  ndex_user_list_groups               yes                  X                 X                 
  ndex_user_show_group                yes                  X                 X                 
  ndex_user_list_permissions          yes                  X                 X                 
  ndex_user_show_permission           yes                  X                 X                 
  ndex_user_get_showcase              no                   X                 X                 
  ndex_user_get_networksummary        yes                  X                 X                 
  ***Groups***
  ndex_find_groups                    no                   X                 X                 X
  ndex_get_group                      no                   X                 X                 
  ndex_create_group                   yes                  X                 X                 
  ndex_delete_group                   yes                  X                 X                 
  ndex_update_group                   yes                  X                 X                 
  ndex_group_list_users               no                   X                 X                 
  ndex_group_set_membership           yes                  X                 X                 
  ndex_group_list_networks            no                   X                 X                 
  ndex_group_network_get_permission   no                   X                 X                 
  ----------------------------------- -------------------- ----------------- ----------------- -----------------

# Server REST API configuration

In the section “Connect to a server”, briefly a method for manually
changing the API version was introduced, with the API definition stored
in ndex_config.

```{r}
names(ndex_config)
str(ndex_config, max.level = 3)
```

This object contains the api definition for several versions (currently
version 1.3, 2.0 and 2.1). By default, `ndex_connect()` uses the version defined
in `ndex_config$defaultVersion` ("Version\_2.0"). To use another, or even a
customized version to establish a server connection, the ndexConf
parameter can be used, like shown before. In the following, the
structure of such a configuration is elaborated in more detail.

```{r}
names(ndex_config$Version_2.0)
```

The main structure of the configuration consists of three elements: The
version is used to distinguish manually set configurations, which is
used in some API functions to work differently for the single versions.

The “connection” element holds information about the default connection
to the server, namely the host (e.g.
“[*http://www.ndexbio.org/*](http://www.ndexbio.org/)”) and the path to
the api (e.g. “/v2” or “/rest”).

The REST API itself is defined in the “api” element, and follows the
scheme of the function names, or the scheme of url paths likewise. E.g.
in the “user” branch the different functions for handling user data are
defined. If required, the functions might be grouped together in
sub-branches furthermore. At the end of an branch, the actual definition
of an API can be found.

To show, how such an API is defined and how to define one by themselves,
let’s have a look at
`ndex_config$Version_2.0$api$user$password$mail`, which is used by
`ndex_user_mail_password()`. Where to find the configuration of the
function is shown in the “REST query” section of the function
documentation. For a better readability, the yaml notation for this
function configuration is used:

```{r, eval=FALSE}
mail:
  description: "Causes a new password to be generated for ..."
  url: "/user/#USERID#/password"
  method: "PUT"
  params:
    user:
      method: "replace"
      tag: "#USERID#"
    forgot:
      method: "parameter"
      tag: "forgot"
      default: "true"
```

Note: To get the yaml notation for the whole `ndex_config` simply use
`yaml::as.yaml(ndex_config)` (requires package `yaml` to be installed).

The single parameter definitions are given as list by the "params"
parameter. Each parameter is defined by a method, and, if applicable, a
tag, a default value and/or an optional flag. There are three keywords
defining the method: replace, append or parameter.

- **replace:** The String defined by "tag" can be found within the url and
  will be replaced by the given value of the parameter. E.g. the tag
  `#NETWORKID#` in the url `/network/#NETWORKID#/provenance` is
  replaced by a value (e.g. `aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee`)
  given as network id, which leads to the url
  `/network/aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee/provenance`.
- **append:** The given value of the parameter is appended to an url.
  Therefore the order of the parameters in the params definition is
  used. E.g. the url `/network/search` and the given values for
  `start = 0` and `size = 100` generates the following url:
  `/network/search/0/100`
- **parameter:** Encodes the given parameters as url parameter using the
  specified tag as parameter descriptor. E.g. a parameter with the tag
  `username` and the value `SomeName` is encoded in the url `/user` as
  follows: `/user?username=SomeName`

It is also possible to set parameter as optional (except for replace),
or define default values. Values are assigned to the parameters using
the parameter name in the ... parameter of the `ndex_helper_encodeParams()`
function. Parameters, that are not defined in the configuration are
ignored.

The easiest to write an own configuration is by simply copying an
existing configuration and tailor it to the needs.

```{r}
# Copy an existing config
custom_ndex_config = ndex_config$Version_2.0

# Change the host connection for a local NDEx server installation
custom_ndex_config$connection$host ="localhost:8090"

# Custom path to the REST api
custom_ndex_config$connection$api ="/api/rest"

# Change the REST path for the ndex_get_network function
custom_ndex_config$api$network$get$url ="/custom/networks/#NETWORKID#"

# Add some (default) parameters to the function
custom_ndex_config$api$network$get$params$newParam = list(method="parameter", tag="someTag", default="someValue")
```

It is also possible to write an own configuration in yaml (or convert
`ndex_config` to yaml, see above) and load it as object (`yaml::load` or
`yaml::load_file`) or to translate the configuration into R code using
the function `ndexr:::yamlToRConfig()`

Note: For package maintenance it is advised to add new versions as yaml
definitions in `/R/ndex_api_config.yml` (for example as \"Version\_3.0\") and update the R code in `/R/ndex_api_config.r`, which defines the `ndex_config` object.
```{r, eval=FALSE}
yamlToRConfig = function(yamlFile='R/ndex_api_config.yml', rScriptFile='R/ndex_api_config.r', defaultHeader=ndex_conf_header){
  yamlObj = yaml::yaml.load_file(yamlFile)
  rCodeTxt = paste0(defaultHeader, listToRCode(yamlObj))
  outFile = file(rScriptFile)
  writeLines(rCodeTxt, outFile)
  close(outFile)
}

yamlToRConfig()
```

#Session info
Here is the output of sessionInfo() on the system on which this document was compiled:
```{r}
sessionInfo()
```