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Merge pull request #401 from mpsonntag/release151
Preparation for version 1.5.1 release LGTM
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====================== | ||
Advanced odML features | ||
====================== | ||
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Working with odML Validations | ||
============================= | ||
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odML Validations are a set of pre-defined checks that are run against an odML document automatically when it is saved or loaded. A document cannot be saved, if a Validation fails a check that is classified as an Error. Most validation checks are Warnings that are supposed to raise the overall data quality of the odml Document. | ||
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When an odML document is saved or loaded, tha automatic validation will print a short report of encountered Validation Warnings and it is up to the user whether they want to resolve the Warnings. The odML document provides the ``validate`` method to gain easy access to the default validations. A Validation in turn provides not only a specific description of all encountered warnings or errors within an odML document, but it also provides direct access to each and every odML entity i.e. an ``odml.Section`` or an ``odml.Property`` where an issue has been found. This enables the user to quickly access and fix an encountered issue. | ||
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A minimal example shows how a workflow using default validations might look like: | ||
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>>> # Create a minimal document with Section issues: name and type are not assigned | ||
>>> doc = odml.Document() | ||
>>> sec = odml.Section(parent=doc) | ||
>>> odml.save(doc, "validation_example.odml.xml") | ||
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This minimal example document will be saved, but will also print the following Validation report: | ||
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>>> UserWarning: The saved Document contains unresolved issues. Run the Documents 'validate' method to access them. | ||
>>> Validation found 0 errors and 2 warnings in 1 Sections and 0 Properties. | ||
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To fix the encountered warnings, users can access the validation via the documents' ``validate`` method: | ||
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>>> validation = doc.validate() | ||
>>> for issue in validation.errors: | ||
>>> print(issue) | ||
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This will show that the validation has encountered two Warnings and also displays the offending odml entity. | ||
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>>> ValidationWarning: Section[73f29acd-16ae-47af-afc7-371d57898e28] 'Section type not specified' | ||
>>> ValidationWarning: Section[73f29acd-16ae-47af-afc7-371d57898e28] 'Name not assigned' | ||
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To fix the "Name not assigned" warning the Section can be accessed via the validation entry and used to directly assign a human readable name to the Section in the original document. Re-running the validation will show, that the warning has been removed. | ||
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>>> validation.errors[1].obj.name = "validation_example_section" | ||
>>> # Check that the section name has been changed in the document | ||
>>> print(doc.sections) | ||
>>> # Re-running validation | ||
>>> validation = doc.validate() | ||
>>> for issue in validation.errors: | ||
>>> print(issue) | ||
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Similarly the second validation warning can be resolved before saving the document again. | ||
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Please note that the automatic validation is run whenever a document is saved or loaded using the ``odml.save`` and ``odml.load`` functions as well as the ``ODMLWriter`` or the ``ODMLReader`` class. The validation is not run when using any of the lower level ``xmlparser``, ``dict_parser`` or ``rdf_converter`` classes. | ||
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List of available default validations | ||
------------------------------------- | ||
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The following contains a list of the default odml validations, their message and the suggested course of action to resolve the issue. | ||
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| Validation: ``object_required_attributes`` | ||
| Message: "Missing required attribute 'xyz'" | ||
| Applies to: ``Document``, ``Section``, ``Property`` | ||
| Course of action: Add an appropriate value to attribute 'xyz' for the reported odml entity. | ||
| Validation: ``section_type_must_be_defined`` | ||
| Message: "Section type not specified" | ||
| Applies to: ``Section`` | ||
| Course of action: Fill in the ``type`` attribute of the reported Section. | ||
| Validation: ``section_unique_ids`` | ||
| Message: "Duplicate id in Section 'secA' and 'secB'" | ||
| Applies to: ``Section`` | ||
| Course of action: IDs have to be unique and a duplicate id was found. Assign a new id for the reported Section. | ||
| Validation: ``property_unique_ids`` | ||
| Message: "Duplicate id in Property 'propA' and 'propB'" | ||
| Applies to: ``Property`` | ||
| Course of action: IDs have to be unique and a duplicate id was found. Assign a new id for the reported Property | ||
| Validation: ``section_unique_name_type`` | ||
| Message: "name/type combination must be unique" | ||
| Applies to: ``Section`` | ||
| Course of action: The combination of Section.name and Section.type has to be unique on the same level. Change either name or type of the reported Section. | ||
| Validation: ``object_unique_name`` | ||
| Message: "Object names must be unique" | ||
| Applies to: ``Document``, ``Section``, ``Property`` | ||
| Course of action: Property name has to be unique on the same level. Change the name of the reported Property. | ||
| Validation: ``object_name_readable`` | ||
| Message: "Name not assigned" | ||
| Applies to: ``Section``, ``Property`` | ||
| Course of action: When Section or Property names are left empty on creation or set to None, they are automatically assigned the entities uuid. Assign a human readable name to the reported entity. | ||
| Validation: ``property_terminology_check`` | ||
| Message: "Property 'prop' not found in terminology" | ||
| Applies to: ``Property`` | ||
| Course of action: The reported entity is linked to a repository but the repository is not available. Check if the linked content has moved. | ||
| Validation: ``property_dependency_check`` | ||
| Message: "Property refers to a non-existent dependency object" or "Dependency-value is not equal to value of the property's dependency" | ||
| Applies to: ``Property`` | ||
| Course of action: The reported entity depends on another Property, but this dependency has not been satisfied. Check the referenced Property and its value to resolve the issue. | ||
| Validation: ``property_values_check`` | ||
| Message: "Tuple of length 'x' not consistent with dtype 'dtype'!" or "Property values not of consistent dtype!". | ||
| Applies to: ``Property`` | ||
| Course of action: Adjust the values or the dtype of the referenced Propery. | ||
| Validation: ``property_values_string_check`` | ||
| Message: "Dtype of property "prop" currently is "string", but might fit dtype "dtype"!" | ||
| Applies to: ``Property`` | ||
| Course of action: Check if the datatype of the referenced Property.values has been loaded correctly and change the Property.dtype if required. | ||
| Validation: ``section_properties_cardinality`` | ||
| Message: "cardinality violated x values, y found)" | ||
| Applies to: ``Section`` | ||
| Course of action: A cardinality defined for the number of Properties of a Section does not match. Add or remove Properties until the cardinality has been satisfied or adjust the cardinality. | ||
| Validation: ``section_sections_cardinality`` | ||
| Message: "cardinality violated x values, y found)" | ||
| Applies to: ``Section`` | ||
| Course of action: A cardinality defined for the number of Sections of a Section does not match. Add or remove Sections until the cardinality has been satisfied or adjust the cardinality. | ||
| Validation: ``property_values_cardinality`` | ||
| Message: "cardinality violated x values, y found)" | ||
| Applies to: ``Property`` | ||
| Course of action: A cardinality defined for the number of Values of a Property does not match. Add or remove Values until the cardinality has been satisfied or adjust the cardinality. | ||
| Validation: ``section_repository_present`` | ||
| Message: "A section should have an associated repository" or "Could not load terminology" or "Section type not found in terminology" | ||
| Applies to: ``Section`` | ||
| Course of action: Optional validation. Will report any section that does not specify a repository. Add a repository to the reported Section to resolve. | ||
Custom validations | ||
------------------ | ||
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Users can write their own validation and register them either with the default validation or add it to their own validation class instance. | ||
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A custom validation handler needs to ``yield`` a ``ValidationError``. See the ``validation.ValidationError`` class for details. | ||
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Custom validation handlers can be registered to be applied on "odML" (the odml Document), "section" or "property". | ||
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>>> import odml | ||
>>> import odml.validation as oval | ||
>>> | ||
>>> # Create an example document | ||
>>> doc = odml.Document() | ||
>>> sec_valid = odml.Section(name="Recording-20200505", parent=doc) | ||
>>> sec_invalid = odml.Section(name="Movie-20200505", parent=doc) | ||
>>> subsec = odml.Section(name="Sub-Movie-20200505", parent=sec_valid) | ||
>>> | ||
>>> # Define a validation handler that yields a ValidationError if a section name does not start with 'Recording-' | ||
>>> def custom_validation_handler(obj): | ||
>>> validation_id = oval.IssueID.custom_validation | ||
>>> msg = "Section name does not start with 'Recording-'" | ||
>>> if not obj.name.startswith("Recording-"): | ||
>>> yield oval.ValidationError(obj, msg, oval.LABEL_ERROR, validation_id) | ||
>>> | ||
>>> # Create a custom, empty validation with an odML document 'doc' | ||
>>> custom_validation = oval.Validation(doc, reset=True) | ||
>>> # Register a custom validation handler that should be applied on all Sections of a Document | ||
>>> custom_validation.register_custom_handler("section", custom_validation_handler) | ||
>>> # Run the custom validation and return a report | ||
>>> custom_validation.report() | ||
>>> # Display the errors reported by the validation | ||
>>> print(custom_validation.errors) | ||
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Defining and working with feature cardinality | ||
============================================= | ||
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The odML format allows users to define a cardinality for | ||
the number of subsections and properties of Sections and | ||
the number of values a Property might have. | ||
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A cardinality is checked when it is set, when its target is | ||
set and when a document is saved or loaded. If a specific | ||
cardinality is violated, a corresponding warning will be printed. | ||
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Setting a cardinality | ||
--------------------- | ||
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A cardinality can be set for sections or properties of sections | ||
or for values of properties. By default every cardinality is None, | ||
but it can be set to a defined minimal and/or a maximal number of | ||
an element. | ||
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A cardinality is set via its convenience method: | ||
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>>> # Set the cardinality of the properties of a Section 'sec' to | ||
>>> # a maximum of 5 elements. | ||
>>> sec = odml.Section(name="cardinality", type="test") | ||
>>> sec.set_properties_cardinality(max_val=5) | ||
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>>> # Set the cardinality of the subsections of Section 'sec' to | ||
>>> # a minimum of one and a maximum of 2 elements. | ||
>>> sec.set_sections_cardinality(min_val=1, max_val=2) | ||
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>>> # Set the cardinality of the values of a Property 'prop' to | ||
>>> # a minimum of 1 element. | ||
>>> prop = odml.Property(name="cardinality") | ||
>>> prop.set_values_cardinality(min_val=1) | ||
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>>> # Re-set the cardinality of the values of a Property 'prop' to not set. | ||
>>> prop.set_values_cardinality() | ||
>>> # or | ||
>>> prop.val_cardinality = None | ||
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Please note that a set cardinality is not enforced. Users can set less or more entities than are specified allowed via a cardinality. Instead whenever a cardinality is not met, a warning message is displayed and any unment cardinality will show up as a Validation warning message whenever a document is saved or loaded. | ||
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View odML documents in a web browser | ||
==================================== | ||
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By default all odML files are saved in the XML format without the capability to view | ||
the plain files in a browser. By default you can use the command line tool ``odmlview`` | ||
to view saved odML files locally. Since this requires the start of a local server, | ||
there is another option to view odML XML files in a web browser. | ||
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You can use an additional feature of the ``odml.tools.XMLWriter`` to save an odML | ||
document with an embedded default stylesheet for local viewing: | ||
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>>> import odml | ||
>>> from odml.tools import XMLWriter | ||
>>> doc = odml.Document() # minimal example document | ||
>>> filename = "viewable_document.xml" | ||
>>> XMLWriter(doc).write_file(filename, local_style=True) | ||
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Now you can open the resulting file 'viewable_document.xml' in any current web-browser | ||
and it will render the content of the odML file. | ||
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If you want to use a custom style sheet to render an odML document instead of the default | ||
one, you can provide it as a string to the XML writer. Please note, that it cannot be a | ||
full XSL stylesheet, the outermost tag of the XSL code has to be | ||
``<xsl:template match="odML"> [your custom style here] </xsl:template>``: | ||
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>>> import odml | ||
>>> from odml.tools import XMLWriter | ||
>>> doc = odml.Document() # minimal example document | ||
>>> filename = "viewable_document.xml" | ||
>>> own_template = """<xsl:template match="odML"> [your custom style here] </xsl:template>""" | ||
>>> XMLWriter(doc).write_file(filename, custom_template=own_template) | ||
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Please note that if the file is saved using the '.odml' extension and you are using | ||
Chrome, you will need to map the '.odml' extension to the browsers Mime-type database as | ||
'application/xml'. | ||
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Also note that any style that is saved with an odML document will be lost, when this | ||
document is loaded again and changes to the content are added. In this case the required | ||
style needs to be specified again when saving the changed file as described above. |
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:maxdepth: 2 | ||
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tutorial | ||
advanced_features | ||
odmltordf | ||
reference | ||
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Indices and tables | ||
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