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% Crossbow: Parallel short read genotyping in the cloud
% Ben Langmead and Michael C. Schatz
% http://bowtie-bio.sf.net/crossbow

# What is Crossbow?

[Crossbow] is a scalable, portable, and automatic Cloud Computing tool
for finding SNPs from short read data.  Crossbow employs [Bowtie] and a
modified version of [SOAPsnp] to perform the short read alignment and
SNP calling respectively.  Crossbow is designed to be easy to run (a) in
"the cloud" (in this case, Amazon's [Elastic MapReduce] service), (b) on
any [Hadoop] cluster, or (c) on any single computer, without [Hadoop].
Crossbow exploits the availability of multiple computers and processors
where possible.

[Crossbow]: http://bowtie-bio.sf.net/crossbow
[Bowtie]:   http://bowtie-bio.sf.net
[SOAPsnp]:  http://soap.genomics.org.cn/soapsnp.html
[Elastic MapReduce]: http://aws.amazon.com/elasticmapreduce "Amazon Elastic MapReduce"

# A word of caution

Renting resources from [Amazon Web Services] (AKA [AWS]), costs
money, regardless of whether your experiment ultimately succeeds or
fails.  In some cases, Crossbow or its documentation may be partially
to blame for a failed experiment.  While we are happy to accept bug
reports, we do not accept responsibility for financial damage caused by
these errors.  Crossbow is provided "as is" with no warranty.  See
`LICENSE` file.

[Amazon Web Services]: http://aws.amazon.com
[Amazon EC2]: http://aws.amazon.com/ec2/
[Amazon S3]: http://aws.amazon.com/s3/
[Amazon EMR]: http://aws.amazon.com/elasticmapreduce/
[Amazon SimpleDB]: http://aws.amazon.com/simpledb/
[AWS]: http://aws.amazon.com

# Crossbow modes and prerequisites

Crossbow can be run in four different ways.

1. **Via the [Crossbow web interface]**

   In this case, the [Crossbow] code and the user interface are installed
   on EC2 web servers.  Also, the computers running the Crossbow computation are
   rented from Amazon, and the user must have [EC2], [EMR], [S3] and
   [SimpleDB] accounts and must pay the [going rate] for the resources
   used.  The user does not need any special software besides a web
   browser and, in most cases, an [S3 tool].

[Crossbow web interface]: http://bowtie-bio.sf.net/crossbow/ui.html

2. **On Amazon [Elastic MapReduce] via the command-line**
   
   In this case, the Crossbow code is hosted by Amazon and the
   computers running the Crossbow computation are rented from Amazon.
   However, the user must install and run (a) the Crossbow scripts,
   which require [Perl] 5.6 or later, (b) Amazon's
   `elastic-mapreduce` script, which requires Ruby 1.8 or later, and
   (c) an [S3 tool].  The user must have [EC2], [EMR], [S3] and
   [SimpleDB] accounts and must pay the [going rate] for the resources
   used.

3. **On a [Hadoop] cluster via the command-line**
   
   In this case, the Crossbow code is hosted on your [Hadoop] cluster,
   as are supporting tools: [Bowtie] and [SOAPsnp].  Supporting tools
   must be installed on all cluster nodes, but the Crossbow scripts
   need only be installed on the master.  Crossbow has been tested with
   [Hadoop] version 0.18.3, but should also be compatible with more
   recent versions.  Crossbow scripts require [Perl] 5.6 or later.
   
4. **On any computer via the command-line**
   
   In this case, the Crossbow code and all supporting tools ([Bowtie]
   and [SOAPsnp])  must be installed on the computer running Crossbow.
   Crossbow scripts require [Perl] 5.6 or later.  The user specifies
   the maximum number of CPUs that Crossbow should use at a time.  This
   mode does *not* require [Java] or [Hadoop].

[Amazon EMR]: http://aws.amazon.com/elasticmapreduce
[Elastic MapReduce]: http://aws.amazon.com/elasticmapreduce
[EMR]: http://aws.amazon.com/elasticmapreduce
[S3]: http://aws.amazon.com/s3/
[EC2]: http://aws.amazon.com/ec2/
[going rate]: http://aws.amazon.com/ec2/#pricing
[Elastic MapReduce web interface]: https://console.aws.amazon.com/elasticmapreduce/home
[AWS Console]: https://console.aws.amazon.com
`elastic-mapreduce`: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/index.html?download_ruby.html
[Java]: http://java.sun.com/
[Hadoop]: http://hadoop.apache.org/
[R]: http://www.r-project.org/
[Bioconductor]: http://www.bioconductor.org/
[Perl]: http://www.perl.org/get.html

# Preparing to run on Amazon Elastic MapReduce

Before running Crossbow on [EMR], you must have an [AWS] account with
the appropriate features enabled.  You may also need to [install
Amazon's `elastic-mapreduce` tool].  In addition, you may want to
install an [S3 tool], though most users can simply use [Amazon's web
interface for S3], which requires no installation.

If you plan to run Crossbow exclusively on a single computer or on a
[Hadoop] cluster, you can skip this section.

[Amazon's web interface for S3]: https://console.aws.amazon.com/s3/home

1. Create an AWS account by navigating to the [AWS page].  Click "Sign
   Up Now" in the upper right-hand corner and follow the instructions.
   You will be asked to accept the [AWS Customer Agreement].

2. Sign up for [EC2] and [S3].  Navigate to the [Amazon EC2] page,
   click on "Sign Up For Amazon EC2" and follow the instructions.  This
   step requires you to enter credit card information.  Once this is
   complete, your AWS account will be permitted to use [EC2] and [S3],
   which are required.

3. Sign up for [EMR].  Navigate to the [Elastic MapReduce] page, click
   on "Sign up for Elastic MapReduce" and follow the instructions.
   Once this is complete, your AWS account will be permitted to use
   [EMR], which is required.

4. Sign up for [SimpleDB].  With [SimpleDB] enabled, you have the option
   of using the [AWS Console]'s [Job Flow Debugging] feature.  This is a
   convenient way to monitor your job's progress and diagnose errors.

5. *Optional*: Request an increase to your instance limit.  By default,
   Amazon allows you to allocate EC2 clusters with up to 20 instances
   (virtual computers).  To be permitted to work with more instances,
   fill in the form on the [Request to Increase] page.  You may have
   to speak to an Amazon representative and/or wait several business
   days before your request is granted.

To see a list of AWS services you've already signed up for, see your
[Account Activity] page.  If "Amazon Elastic Compute Cloud", "Amazon
Simple Storage Service", "Amazon Elastic MapReduce" and "Amazon
SimpleDB" all appear there, you are ready to proceed.

Be sure to make a note of the various numbers and names associated with
your accounts, especially your Access Key ID, Secret Access Key, and
your EC2 key pair name.  You will have to refer to these and other
account details in the future.

[AWS Customer Agreement]: http://aws.amazon.com/agreement/
[Request to Increase]: http://aws.amazon.com/contact-us/ec2-request/
[Job Flow Debugging]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/DebuggingJobFlows.html
[SimpleDB]: http://aws.amazon.com/simpledb/
[Account Activity]: http://aws-portal.amazon.com/gp/aws/developer/account/index.html?ie=UTF8&action=activity-summary

## Installing Amazon's `elastic-mapreduce` tool

Read this section if you plan to run Crossbow on [Elastic MapReduce]
via the command-line tool.  Skip this section if you are not using
[EMR] or if you plan to run exclusively via the [Crossbow web
interface].

To install Amazon's `elastic-mapreduce` tool, follow the instructions
in Amazon Elastic MapReduce developer's guide for [How to Download and
Install Ruby and the Command Line Interface].  That document describes:

[How to Download and Install Ruby and the Command Line Interface]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/index.html?download_ruby.html

1. Installing an appropriate version of [Ruby], if necessary.

2. [Setting up an EC2 keypair], if necessary.

3. Setting up a credentials file, which is used by the
   `elastic-mapreduce` tool for authentication.
   
   For convenience, we suggest you name the credentials file
   `credentials.json` and place it in the same directory with the
   `elastic-mapreduce` script.  Otherwise you will have to specify the
   credential file path with the `--credentials` option each time you
   run `cb_emr`.

We strongly recommend using a version of the `elastic-mapreduce` Ruby
script released on or after June 2, 2010.  This is when the script
switched to using Hadoop 0.20 by default, which is the preferred way of
running Crossbow.

[Ruby]: http://www.ruby-lang.org/
[Setting up an EC2 keypair]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/index.html?download_ruby.html

We also recommend that you add the directory containing the
`elastic-mapreduce` tool to your `PATH`.  This allows Crossbow to locate
it automatically.  Alternately, you can specify the path to the
`elastic-mapreduce` tool via the `--emr-script` option when running
`cb_emr`.

[AWS]: http://aws.amazon.com/ "Amazon Web Services"
[AWS page]: http://aws.amazon.com/ "Amazon Web Services"
[AWS Getting Started Guide]: http://docs.amazonwebservices.com/AWSEC2/latest/GettingStartedGuide/

## S3 tools

Running on [EMR] requires exchanging files via the cloud-based [S3]
filesystem.  [S3] is organized as a collection of [S3 buckets] in a
global namespace.  [S3 charges] are incurred when transferring data
to and from [S3] (but transfers between [EC2] and [S3] are free), and
a per-GB-per-month charge applies when data is stored in [S3] over
time.

To transfer files to and from [S3], use an S3 tool.  Amazon's [AWS
Console] has an [S3 tab] that provides a friendly web-based interface
to [S3], and doesn't require any software installation.  [s3cmd] is a
very good command-line tool that requires [Python] 2.4 or later.
[S3Fox Organizer] is another GUI tool that works as a [Firefox]
extension.  Other tools include [Cyberduck] (for Mac OS 10.5 or later)
and [Bucket Explorer] (for Mac, Windows or Linux, but commercial
software).

[S3]: http://aws.amazon.com/s3/
[S3 tab]: https://console.aws.amazon.com/s3/home
[s3cmd]: http://s3tools.org/s3cmd
[Python]: http://www.python.org/download/
[Firefox]: http://www.mozilla.com/firefox/
[S3 buckets]: http://docs.amazonwebservices.com/AmazonS3/latest/index.html?UsingBucket.html
[S3 bucket]: http://docs.amazonwebservices.com/AmazonS3/latest/index.html?UsingBucket.html
[S3 charges]: http://aws.amazon.com/s3/#pricing
[S3Fox Organizer]: http://www.s3fox.net/
[Cyberduck]: http://cyberduck.ch/
[Bucket Explorer]: http://www.bucketexplorer.com/

# Installing Crossbow

Crossbow consists of a set of [Perl] and shell scripts, plus supporting
tools: [Bowtie] and [SOAPsnp] .  If you plan to run Crossbow via the
[Crossbow web interface] exclusively, there is nothing to install.
Otherwise:

1.  Download the desired version of Crossbow from the [sourceforge site]

2.  [Extract the zip archive]

3.  Set the `CROSSBOW_HOME` environment variable to point to the
    extracted directory (containing `cb_emr`)

4.  *If you plan to run on a local computer or [Hadoop] cluster*:

    If using Linux or Mac OS 10.5 or later, you likely don't have to
    install [Bowtie] or [SOAPsnp], as Crossbow comes with compatible
    versions of both pre-installed.  Test this by running:

        $CROSSBOW_HOME/cb_local --test

    If the install test passes, installation is complete.
    
    If the install test indicates [Bowtie] is not installed, obtain
    or build a `bowtie` binary v0.12.5 or higher and install it
    by setting the `CROSSBOW_BOWTIE_HOME` environment variable to
    `bowtie`'s enclosing directory.  Alternately, add the enclosing
    directory to your `PATH` or specify the full path to `bowtie` via
    the `--bowtie` option when running Crossbow scripts.

    If the install test indicates that [SOAPsnp] is not installed,
    build the `soapsnp` binary using the sources and makefile in
    `CROSSBOW_HOME/soapsnp`.  You must have compiler tools such as GNU
    `make` and `g++` installed for this to work.  If you are using a
    Mac, you may need to install the [Apple developer tools].  To build
    the `soapsnp` binary, run:

        make -C $CROSSBOW_HOME/soapsnp

    Now install `soapsnp` by setting the `CROSSBOW_SOAPSNP_HOME`
    environment variable to `soapsnp`'s enclosing directory.
    Alternately, add the enclosing directory to your `PATH` or specify
    the full path to `soapsnp` via the `--soapsnp` option when running
    Crossbow scripts.
    
5.  *If you plan to run on a [Hadoop] cluster*, you may need to
    manually copy the `bowtie` and `soapsnp` files to the same path on
    each of your [Hadoop] cluster nodes.  You can avoid this step by
    installing `bowtie` and `soapsnp` on a filesystem shared by all
    [Hadoop] nodes (e.g. an [NFS share]).  You can also skip this step
    if [Hadoop] is installed in [pseudo distributed] mode, meaning that
    the cluster really consists of one node whose CPUs are treated as
    distinct slaves.

[NFS share]: http://en.wikipedia.org/wiki/Network_File_System_(protocol)
[pseudo distributed]: http://hadoop.apache.org/common/docs/current/quickstart.html#PseudoDistributed

# Running Crossbow

The commands for invoking Crossbow from the command line are:

`$CROSSBOW_HOME/cb_emr` (or just `cb_emr` if `$CROSSBOW_HOME` is in
the `PATH`) for running on [EMR].  See [Running Crossbow on EMR via the
command line] for details.

`$CROSSBOW_HOME/cb_hadoop` (or just `cb_hadoop` if `$CROSSBOW_HOME` is
in the `PATH`) for running on [Hadoop].  See [Running Crossbow on a
Hadoop cluster via the command line] for details.

`$CROSSBOW_HOME/cb_local` (or just `cb_local` if `$CROSSBOW_HOME` is in
the `PATH`) for running locally on a single computer.  See [Running
Crossbow on a single computer via the command line] for details.

[Apple developer tools]: http://developer.apple.com/technologies/tools/
[NFS share]: http://en.wikipedia.org/wiki/Network_File_System_(protocol)
[pseudo distributed]: http://hadoop.apache.org/common/docs/current/quickstart.html#PseudoDistributed
[sourceforge site]: http://bowtie-bio.sf.net/crossbow
[Extract the zip archive]: http://en.wikipedia.org/wiki/ZIP_(file_format)

# Running Crossbow on EMR via the EMR web interface

## Prerequisites

1. Web browser
2. [EC2], [S3], [EMR], and [SimpleDB] accounts.  To check which ones you've
   already enabled, visit your [Account Activity] page.
3. A tool for browsing and exchanging files with [S3]
    a. The [AWS Console]'s [S3 tab] is a good web-based tool that does not
       require software installation
    b. A good command line tool is [s3cmd]
    c. A good GUI tool is [S3Fox Organizer], which is a Firefox Plugin
    d. Others include [Cyberduck], [Bucket Explorer]
3. Basic knowledge regarding:
    a. [What S3 is], [what an S3 bucket is], how to create one, how to upload a
       file to an S3 bucket from your computer (see your S3 tool's
       documentation).
    b. How much AWS resources [will cost you]

[Account Activity]: http://aws-portal.amazon.com/gp/aws/developer/account/index.html?ie=UTF8&action=activity-summary
[s3cmd]: http://s3tools.org/s3cmd
[S3Fox Organizer]: http://www.s3fox.net/
[Cyberduck]: http://cyberduck.ch/
[Bucket Explorer]: http://www.bucketexplorer.com/
[What S3 is]: http://aws.amazon.com/s3/
[What an S3 bucket is]: http://docs.amazonwebservices.com/AmazonS3/latest/index.html?UsingBucket.html
[will cost you]: http://aws.amazon.com/ec2/#pricing

## To run

1.  *If the input reads have not yet been preprocessed by Crossbow*
    (i.e. input is FASTQ), then first (a) prepare a [manifest file]
    with URLs pointing to the FASTQ files, and (b) upload it to an [S3]
    bucket that you own.  See your [S3] tool's documentation for how to
    create a bucket and upload a file to it.  The URL for the [manifest
    file] will be the input URL for your [EMR] job.
    
    *If the input reads have already been preprocessed by Crossbow*,
    make a note of of the [S3] URL where they're located.  This will
    be the input URL for your [EMR] job.

2.  *If you are using a pre-built reference jar*, make a note of its
    [S3] URL.  This will be the reference URL for your [EMR] job.  See
    the [Crossbow website] for a list of pre-built reference jars and
    their URLs.
   
    *If you are not using a pre-built reference jar*, you may need to
    [build the reference jars] and/or upload them to an [S3] bucket you
    own.  See your [S3 tool]'s documentation for how to create a bucket
    and upload to it.  The URL for the main reference jar will be the
    reference URL for your [EMR] job.

[Crossbow website]: http://bowtie-bio.sf.net/crossbow

3. In a web browser, go to the [Crossbow web interface].

4. Fill in the form according to your job's parameters.  We recommend filling
   in and validating the "AWS ID" and "AWS Secret Key" fields first.  Also,
   when entering S3 URLs (e.g. "Input URL" and "Output URL"), we recommend that
   users validate the entered URLs by clicking the link below it.  This avoids
   failed jobs due to simple URL issues (e.g. non-existence of the "Input
   URL").  For examples of how to fill in this form, see the [E. coli EMR] and
   [Mouse chromosome 17 EMR] examples.

# Running Crossbow on EMR via the command line

## Prerequisites

1. [EC2], [S3], [EMR], and [SimpleDB] accounts.  To check which ones you've
   already enabled, visit your [Account Activity] page.
2. A tool for browsing and exchanging files with [S3]
    a. The [AWS Console]'s [S3 tab] is a good web-based tool that does
       not require software installation
    b. A good command line tool is [s3cmd]
    c. A good GUI tool is [S3Fox Organizer], which is a Firefox Plugin
    d. Others include [Cyberduck], [Bucket Explorer]
3. Basic knowledge regarding:
    a. [What S3 is], [what an S3 bucket is], how to create one, how to upload a file to
       an S3 bucket from your computer (see your S3 tool's documentation).
    b. How much AWS resources [will cost you]

[Account Activity]: http://aws-portal.amazon.com/gp/aws/developer/account/index.html?ie=UTF8&action=activity-summary
[s3cmd]: http://s3tools.org/s3cmd
[S3Fox Organizer]: http://www.s3fox.net/
[Cyberduck]: http://cyberduck.ch/
[Bucket Explorer]: http://www.bucketexplorer.com/
[What S3 is]: http://aws.amazon.com/s3/
[What an S3 bucket is]: http://docs.amazonwebservices.com/AmazonS3/latest/index.html?UsingBucket.html
[will cost you]: http://aws.amazon.com/ec2/#pricing

## To run

1.  *If the input reads have not yet been preprocessed by Crossbow*
    (i.e. input is FASTQ), then first (a) prepare a [manifest file]
    with URLs pointing to the FASTQ files, and (b) upload it to an [S3]
    bucket that you own.  See your [S3] tool's documentation for how to
    create a bucket and upload a file to it.  The URL for the [manifest
    file] will be the input URL for your [EMR] job.
    
    *If the input reads have already been preprocessed by Crossbow*,
    make a note of of the [S3] URL where they're located.  This will
    be the input URL for your [EMR] job.

2.  *If you are using a pre-built reference jar*, make a note of its
    [S3] URL.  This will be the reference URL for your [EMR] job.  See
    the [Crossbow website] for a list of pre-built reference jars and
    their URLs.
   
    *If you are not using a pre-built reference jar*, you may need to
    [build the reference jars] and/or upload them to an [S3] bucket you
    own.  See your [S3 tool]'s documentation for how to create a bucket
    and upload to it.  The URL for the main reference jar will be the
    reference URL for your [EMR] job.

[Crossbow website]: http://bowtie-bio.sf.net/crossbow

3. Run `$CROSSBOW_HOME/cb_emr` with the desired options.
   Options that are unique to [EMR] jobs are described in the following
   section.  Options that apply to all running modes are described in
   the [General Crossbow options] section.  For examples of how to run
   `$CROSSBOW_HOME/cb_emr` see the [E. coli EMR] and [Mouse
   chromosome 17 EMR] examples.

## EMR-specific options

    --reference <URL>

[S3] URL where the reference jar is located.  URLs for pre-built
reference jars for some commonly studied species (including human and
mouse) are available from the [Crossbow web site].  Note that a
[Myrna] reference jar is not the same as a [Crossbow] reference jar.
If your desired genome and/or SNP annotations are not available in
pre-built form, you will have to make your own reference jar and
upload it to one of your own S3 buckets (see [Reference jars]).  This
option must be specified.

[Myrna]: http://bowtie-bio.sf.net/myrna
[Crossbow web site]: http://bowtie-bio.sf.net/crossbow

    --input <URL>

[S3] URL where the input is located.  If `--preprocess` or
`--just-preprocess` are specified, `<URL>` sould point to a [manifest
file].  Otherwise, `<URL>` should point to a directory containing
preprocessed reads.  This option must be specified.

    --output <URL>

[S3] URL where the output is to be deposited.  If `--just-preprocess`
is specified, the output consists of the preprocessed reads.
Otherwise, the output consists of the SNP calls calculated by [SOAPsnp]
for each chromosome in the [Crossbow output format], organized as one
file per chromosome.  This option must be specified.

    --intermediate <URL>

[S3] URL where all intermediate results should be be deposited.  This
can be useful if you later want to resume the computation from partway
through the pipeline (e.g. after alignment but before SNP calling).  By
default, intermediate results are stored in [HDFS] and disappear once
the cluster is terminated.

    --preprocess-output <URL>

[S3] URL where the preprocessed reads should be stored.  This can be
useful if you later want to run Crossbow on the same input reads
without having to re-run the preprocessing step (i.e. leaving
`--preprocess` unspecified).

    --credentials <id>

Local path to the credentials file set up by the user when the
`elastic-mapreduce` script was installed (see [Installing Amazon's
`elastic-mapreduce` tool]).  Default: use `elastic-mapreduce`'s default
(i.e. the `credentials.json` file in the same directory as the
`elastic-mapreduce` script).  If `--credentials` is not specified and
the default `credentials.json` file doesn't exist, `elastic-mapreduce`
will abort with an error message.

    --emr-script <path>

Local path to the `elastic-mapreduce` script.  By default, Crossbow
looks first in the `$CROSSBOW_EMR_HOME` directory, then in the `PATH`.

    --name <string>

Specify the name by which the job will be identified in the [AWS Console].

    --stay-alive

By default, [EMR] will terminate the cluster as soon as (a) one of the
stages fails, or (b) the job complete successfully.  Specify this
option to force [EMR] to keep the cluster alive in either case.

    --instances <int>

Specify the number of instances (i.e. virtual computers, also called
nodes) to be allocated to your cluster.  If set to 1, the 1 instance
will funcion as both [Hadoop] master and slave node.  If set greater
than 1, one instance will function as a [Hadoop] master and the rest
will function as [Hadoop] slaves.  In general, the greater the value of
`<int>`, the faster the Crossbow computation will complete.  Consider
the desired speed as well as the [going rate] when choosing a value for
`<int>`.  Default: 1.

    --instance-type <type>

Specify the type of [EC2] instance to use for the computation.  See
Amazon's [list of available instance types] and be sure to specify the
"API name" of the desired type (e.g. `m1.small` or `c1.xlarge`).  **The
default of `c1.xlarge` is strongly recommended** because it has an
appropriate mix of computing power and memory for a large breadth of
problems.  Choosing an instance type with less than 5GB of physical RAM
can cause problems when the reference is as large (e.g. a mammalian
genome).  Stick to the default unless you're pretty sure the specified
instance type can handle your problem size.

[list of available instance types]: http://aws.amazon.com/ec2/instance-types/
`<instance-type>`: http://aws.amazon.com/ec2/instance-types/

    --emr-args "<args>"

Pass the specified extra arguments to the `elastic-mapreduce` script.
See documentation for the `elastic-mapreduce` script for details.

    --logs <URL>

Causes [EMR] to copy the log files to `<URL>`.  Default: [EMR] writes
logs to the `logs` subdirectory of the `--output` URL.  See also
`--no-logs`.

    --no-logs

By default, Crossbow causes [EMR] to copy all cluster log files to the
`log` subdirectory of the `--output` URL (or another destination, if
`--logs` is specified).  Specifying this option disables all copying
of logs.

    --no-emr-debug

Disables [Job Flow Debugging].  If this is *not* specified, you must
have a [SimpleDB] account for [Job Flow Debugging] to work.  You will
be subject to additional [SimpleDB-related charges] if this option is
enabled, but those fees are typically small or zero (depending on your
account's [SimpleDB tier]).

[Job Flow Debugging]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/DebuggingJobFlows.html
[SimpleDB]: http://aws.amazon.com/simpledb/
[SimpleDB-related charges]: http://aws.amazon.com/simpledb/#pricing
[SimpleDB tier]: http://aws.amazon.com/simpledb/#pricing

# Running Crossbow on a Hadoop cluster via the command line

## Prerequisites

1. Working installation of [Hadoop] v0.18.3.  Versions more recent than
   v0.18.3 may also work, but haven't been tested.

2. A `bowtie` v0.12.5 executable must exist at the same path on all
   cluster nodes (including the master).  That path must be specified
   via the `--bowtie` option OR located in the directory specified in
   the `CROSSBOW_BOWTIE_HOME` environment variable, OR in a subdirectory
   of `$CROSSBOW_HOME/bin` OR in the `PATH` (Crossbow looks in that order).
   `$CROSSBOW_HOME/bin` comes with pre-built Bowtie binaries for Linux and
   Mac OS X 10.5 or later.  An executable from that directory is used
   automatically unless the platform is not Mac or Linux or unless
   overridden by `--bowtie` or by defining `CROSSBOW_BOWTIE_HOME`.

3. A Crossbow-customized version of `soapsnp` v1.02 must be installed
   at the same path on all cluster nodes (including the master).  That
   path must be specified via the `--soapsnp` option OR located in the
   directory specified in the `CROSSBOW_SOAPSNP_HOME` environment
   variable, OR in a subdirectory of `$CROSSBOW_HOME/bin` OR in the
   `PATH` (Crossbow searches in that order). `$CROSSBOW_HOME/bin` comes
   with pre-built SOAPsnp binaries for Linux and Mac OS X 10.5 or
   later.  An executable from that directory is used automatically
   unless the platform is not Mac or Linux or unless overridden by
   `--soapsnp` or by defining `CROSSBOW_SOAPSNP_HOME`.

4. Sufficient memory must be available on all [Hadoop] slave nodes to
   hold the Bowtie index for the desired organism in addition to any
   other loads placed on those nodes by [Hadoop] or other programs.
   For mammalian genomes such as the human genome, this typically means
   that slave nodes must have at least 5-6 GB of RAM.

## To run

Run `$CROSSBOW_HOME/cb_hadoop` with the desired options.  Options that are
unique to [Hadoop] jobs are described in the following subsection.  Options
that apply to all running modes are described in the [General Crossbow
options] subsection.  To see example invocations of
`$CROSSBOW_HOME/cb_hadoop` see the [E. coli Hadoop] and [Mouse chromosome
17 Hadoop] examples.

## Hadoop-specific options

    --reference <URL>

[HDFS] URL where the reference jar is located.  Pre-built reference
jars for some commonly studied species (including human and mouse) are
available from the [Crossbow web site]; these can be downloaded and
installed in HDFS using `hadoop dfs` commands.  If your desired genome
and/or SNP annotations are not available in pre-built form, you will
have to make your own reference jars, install them in HDFS, and specify
their HDFS path here.  This option must be specified.

[Crossbow web site]: http://bowtie-bio.sf.net/crossbow
[HDFS]: http://hadoop.apache.org/common/docs/current/hdfs_design.html

    --input <URL>

[HDFS] URL where the input is located.  If `--preprocess` or
`--just-preprocess` are specified, `<URL>` sould point to a manifest
file.  Otherwise, `<URL>` should point to a directory containing
preprocessed reads.  This option must be specified.

    --output <URL>

[HDFS] URL where the output is to be deposited.  If `--just-preprocess`
is specified, the output consists of the preprocessed reads.
Otherwise, the output consists of the SNP calls calculated by SOAPsnp
for each chromosome, organized as one file per chromosome.  This option
must be specified.

    --intermediate <URL>

[HDFS] URL where all intermediate results should be be deposited.
Default: `hdfs:///crossbow/intermediate/<PID>`.

    --preprocess-output <URL>

[HDFS] URL where the preprocessed reads should be stored.  This can be
useful if you later want to run Crossbow on the same input reads
without having to re-run the preprocessing step (i.e. leaving
`--preprocess` unspecified).

    --bowtie <path>

Local path to the [Bowtie] binary Crossbow should use.  `bowtie` must
be installed in this same directory on all [Hadoop] worker nodes.  By
default, Crossbow searches the `PATH` and in the directory pointed to
by the `CROSSBOW_HOME` environment variable.

    --soapsnp <path>

Local path to the SOAPsnp executable to use when running the Call SNPs
step.  `soapsnp` must be installed in this same directory on all
[Hadoop] worker nodes  This overrides all other ways that Crossbow
searches for `soapsnp`, including the `CROSSBOW_SOAPSNP_HOME`
environment variable, the subdirectories of the `$CROSSBOW_HOME/bin`
directory, and the `PATH`.

# Running Crossbow on a single computer via the command line

## Prerequisites

1. A `bowtie` v0.12.5 executable must exist on the local computer.  The
   path to `bowtie` must be specified via the `--bowtie` option OR be located
   in the directory specified in the `$CROSSBOW_BOWTIE_HOME` environment
   variable, OR in a subdirectory of `$CROSSBOW_HOME/bin` OR in the `PATH`
   (search proceeds in that order).  `$CROSSBOW_HOME/bin` comes with
   pre-built Bowtie binaries for Linux and Mac OS X 10.5 or later, so most
   Mac and Linux users do not need to install either tool.

2. A Crossbow-customized version of `soapsnp` v1.02 must exist.  The path
   to `soapsnp` must be specified via the `--soapsnp` option OR be in
   the directory specified in the `$CROSSBOW_SOAPSNP_HOME` environment
   variable, OR in a subdirectory of `$CROSSBOW_HOME/bin` OR in the `PATH` (Crossbow searches in that order).
   `$CROSSBOW_HOME/bin` comes with pre-built SOAPsnp binaries for Linux and
   Mac OS X 10.5 or later.  An executable from that directory is used
   automatically unless the platform is not Mac or Linux or unless
   overridden by `--soapsnp` or `$CROSSBOW_SOAPSNP_HOME`.

3. Sufficient memory must be available on the local computer to hold
   one copy of the Bowtie index for the desired organism *in addition*
   to all other running workloads.  For mammalian genomes such as the
   human genome, this typically means that the local computer must have
   at least 5-6 GB of RAM.

## To run

Run `$CROSSBOW_HOME/cb_local` with the desired options.  Options
unique to local jobs are described in the following
subsection.  Options that apply to all running modes are described in
the [General Crossbow options] subsection.  To see example invocations
of `$CROSSBOW_HOME/cb_local` see the [E. coli local] and [Mouse
chromosome 17 local] examples.

## Local-run-specific options

    --reference <path>

Local path where expanded reference jar is located.  Specified path
should have a `index` subdirectory with a set of Bowtie index files, a
`sequences` subdirectory with a set of FASTA files, a `snps`
subdirectory with 0 or more per-chromosome SNP description files, and
a `cmap.txt` file.  Pre-built reference jars for some commonly studied
species (including human and mouse) are available from the [Crossbow
web site]; these can be downloaded and expanded into a directory with
the appropriate structure using an `unzip` utility.  If your desired
genome and/or SNP annotations are not available in pre-built form, you
will have to make your own reference jars and specify the appropriate
path.  This option must be specified.

[Crossbow web site]: http://bowtie-bio.sf.net/crossbow
[HDFS]: http://hadoop.apache.org/common/docs/current/hdfs_design.html
`unzip`: http://en.wikipedia.org/wiki/Unzip

    --input <path>

Local path where the input is located.  If `--preprocess` or
`--just-preprocess` are specified, this sould point to a [manifest
file].  Otherwise, this should point to a directory containing
preprocessed reads.  This option must be specified.

    --output <path>

Local path where the output is to be deposited.  If
`--just-preprocess` is specified, the output consists of the
preprocessed reads.  Otherwise, the output consists of the SNP calls
calculated by SOAPsnp for each chromosome, organized as one file per
chromosome.  This option must be specified.

    --intermediate <path>

Local path where all intermediate results should be kept temporarily
(or permanently, if `--keep-intermediates` or `--keep-all` are
specified).  Default: `/tmp/crossbow/intermediate/<PID>`.

    --preprocess-output <path>

Local path where the preprocessed reads should be stored.  This can be
useful if you later want to run Crossbow on the same input reads
without having to re-run the preprocessing step (i.e. leaving
`--preprocess` unspecified).

    --keep-intermediates

Keep intermediate directories and files, i.e. the output from all
stages prior to the final stage.  By default these files are deleted
as soon as possible.

    --keep-all

Keep all temporary files generated during the process of binning and
sorting data records and moving them from stage to stage, as well as
all intermediate results.  By default these files are deleted as soon
as possible.

    --cpus <int>

The maximum number of processors to use at any given time during the
job.  Crossbow will try to make maximal use of the processors
allocated.  Default: 1.

    --max-sort-records <int>

Maximum number of records to be dispatched to the sort routine at one
time when sorting bins before each reduce step.  For each child
process, this number is effectively divided by the number of CPUs used
(`--cpus`).  The default is 200000.

    --max-sort-files <int>

Maximum number of files that can be opened at once by the sort routine
when sorting bins before each reduce step.  For each child process,
this number is effectively divided by the number of CPUs used
(`--cpus`).  The default is 40.

    --bowtie <path>

Path to the Bowtie executable to use when running the Align step.  This
overrides all other ways that Crossbow searches for `bowtie`, including
the `CROSSBOW_BOWTIE_HOME` environment variable, the subdirectories of
the `$CROSSBOW_HOME/bin` directory, and the `PATH`.

    --soapsnp <path>

Path to the SOAPsnp executable to use when running the Call SNPs step.
This overrides all other ways that Crossbow searches for `soapsnp`,
including the `CROSSBOW_SOAPSNP_HOME` environment variable, the
subdirectories of the `$CROSSBOW_HOME/bin` directory, and the `PATH`.

# General Crossbow options

The following options can be specified regardless of what mode ([EMR],
[Hadoop] or local) Crossbow is run in.

    --quality { phred33 | phred64 | solexa64 }

Treat all input reads as having the specified quality encoding.
`phred33` denotes the [Phred+33] or "Sanger" format whereby ASCII
values 33-126 are used to encode qualities on the [Phred scale].
`phred64` denotes the [Phred+64] or "Illumina 1.3+" format whereby
ASCII values 64-126 are used to encode qualities on the [Phred scale].
`solexa64` denotes the [Solexa+64] or "Solexa/Illumina 1.0" format
whereby ASCII values 59-126 are used to encode qualities on a [log-odds
scale] that includes values as low as -5.  Default: `phred33`.

[Phred scale]: http://en.wikipedia.org/wiki/Phred_quality_score
[Phred+33]: http://en.wikipedia.org/wiki/FASTQ_format#Encoding
[Phred+64]: http://en.wikipedia.org/wiki/FASTQ_format#Encoding
[solexa+64]: http://en.wikipedia.org/wiki/FASTQ_format#Encoding
[log-odds scale]: http://en.wikipedia.org/wiki/FASTQ_format#Variations

    --preprocess

The input path or URL refers to a [manifest file] rather than a
directory of preprocessed reads.  The first step in the Crossbow
computation will be to preprocess the reads listed in the [manifest
file] and store the preprocessed reads in the intermediate directory
or in the `--preprocess-output` directory if it's specified.  Default:
off.

    --just-preprocess

The input path or URL refers to a [manifest file] rather than a
directory of preprocessed reads.  Crossbow will preprocess the reads
listed in the [manifest file] and store the preprocessed reads in the
`--output` directory and quit.  Default: off.

    --bowtie-args "<args>"

Pass the specified arguments to [Bowtie] for the Align stage.  Default:
`-M 1`.  See the [Bowtie manual] for details on what options are
available.

`-M 1`: http://bowtie-bio.sf.net/manual.shtml#bowtie-options-M
[Bowtie manual]: http://bowtie-bio.sf.net/manual.shtml

    --discard-reads <fraction>

Randomly discard a fraction of the input reads.  E.g. specify `0.5` to
discard 50%.  This applies to all input reads regardless of type
(paired vs. unpaired) or length.  This can be useful for debugging.
Default: 0.0.

    --discard-ref-bins <fraction>

Randomly discard a fraction of the reference bins prior to SNP calling.
E.g. specify `0.5` to discard 50% of the reference bins.  This can be
useful for debugging.  Default: 0.0.

    --discard-all <fraction>

Equivalent to setting `--discard-reads` and `--discard-ref-bins` to
`<fraction>`.  Default: 0.0.

    --soapsnp-args "<args>"

Pass the specified arguments to [SOAPsnp] in the SNP calling stage.
These options are passed to SOAPsnp regardless of whether the reference
sequence under consideration is diploid or haploid.  Default:
`-2 -u -n -q`.  See the [SOAPsnp manual] for details on what options
are available.

[SOAPsnp manual]: http://soap.genomics.org.cn/soapsnp.html

    --soapsnp-hap-args "<args>"

Pass the specified arguments to [SOAPsnp] in the SNP calling stage.
when the reference sequence under consideration is haploid.   Default:
`-r 0.0001`.  See the [SOAPsnp manual] for details on what options
are available.

    --soapsnp-dip-args "<args>"

Pass the specified arguments to [SOAPsnp] in the SNP calling stage.
when the reference sequence under consideration is diploid.   Default:
`-r 0.00005 -e 0.0001`.  See the [SOAPsnp manual] for details on what
options are available.

    --haploids <chromosome-list>

The specified comma-separated list of chromosome names are to be
treated as haploid by SOAPsnp.  The rest are treated as diploid.
Default: all chromosomes are treated as diploid.

    --all-haploids

If specified, all chromosomes are treated as haploid by SOAPsnp.

    --partition-len <int>

The bin size to use when binning alignments into partitions prior to
SNP calling.  If load imbalance occurrs in the SNP calling step (some
tasks taking far longer than others), try decreasing this.  Default:
1,000,000.

></tr><tr><td id="cb-dry-run">

    --dry-run

Just generate a script containing the commands needed to launch the
job, but don't run it.  The script's location will be printed so that
you may run it later.

    --test

Instead of running Crossbow, just search for the supporting tools
([Bowtie] and [SOAPsnp]) and report whether and how they were found.
If running in Cloud Mode, this just tests whether the
`elastic-mapreduce` script is locatable and runnable. Use this
option to debug your local Crossbow installation.

    --tempdir `<path>`

Local directory where temporary files (e.g. dynamically generated
scripts) should be deposited.  Default: `/tmp/Crossbow/invoke.scripts`.

# Crossbow examples

The following subsections guide you step-by-step through examples
included with the Crossbow package.  Because reads (and sometimes
reference jars) must be obtained over the Internet, running these
examples requires an active Internet connection.

## E. coli (small)

Data for this example is taken from the study by [Parkhomchuk et al].

[Parkhomchuk et al]: http://www.pnas.org/content/early/2009/11/19/0906681106.abstract

  EMR

    Via web interface

Identify an [S3] bucket to hold the job's input and output.  You may
need to create an [S3 bucket] for this purpose.  See your [S3 tool]'s
documentation.

[S3 bucket]: http://docs.amazonwebservices.com/AmazonS3/latest/index.html?UsingBucket.html

Use an [S3 tool] to upload `$CROSSBOW_HOME/example/e_coli/small.manifest` to
the `example/e_coli` subdirectory in your bucket.  You can do so with this
[s3cmd] command:

    s3cmd put $CROSSBOW_HOME/example/e_coli/small.manifest s3://<YOUR-BUCKET>/example/e_coli/

Direct your web browser to the [Crossbow web interface] and fill in the form as
below (substituting for `<YOUR-BUCKET>`):

1.  For **AWS ID**, enter your AWS Access Key ID
2.  For **AWS Secret Key**, enter your AWS Secret Access Key
3.  *Optional*: For **AWS Keypair name**, enter the name of
    your AWS keypair.  This is only necessary if you would like to be
    able to [ssh] into the [EMR] cluster while it runs.
4.  *Optional*: Check that the AWS ID and Secret Key entered are
    valid by clicking the "Check credentials..." link
5.  For **Job name**, enter `Crossbow-Ecoli`
6.  Make sure that **Job type** is set to "Crossbow"
7.  For **Input URL**, enter
    `s3n://<YOUR-BUCKET>/example/e_coli/small.manifest`, substituting
    for `<YOUR-BUCKET>`
8.  *Optional*: Check that the Input URL exists by clicking the
    "Check that input URL exists..." link
9.  For **Output URL**, enter
    `s3n://<YOUR-BUCKET>/example/e_coli/output_small`, substituting for
    `<YOUR-BUCKET>`
10. *Optional*: Check that the Output URL does not exist by
    clicking the "Check that output URL doesn't exist..." link
11. For **Input type**, select "Manifest file"
12. For **Genome/Annotation**, select "E. coli" from the drop-down
    menu
13. For **Chromosome ploidy**, select "All are haploid"
14. Click Submit

This job typically takes about 30 minutes on 1 `c1.xlarge` [EC2] node.
See [Monitoring your EMR jobs] for information on how to track job
progress.  To download the results, use an [S3 tool] to retrieve the
contents of the `s3n://<YOUR-BUCKET>/example/e_coli/output_small`
directory.

[ssh]: http://en.wikipedia.org/wiki/Secure_Shell

    Via command line

Test your Crossbow installation by running:

    $CROSSBOW_HOME/cb_emr --test

This will warn you if any supporting tools (`elastic-mapreduce` in this
case) cannot be located or run.

Identify an [S3] bucket to hold the job's input and output.  You may
need to create an [S3 bucket] for this purpose.  See your [S3 tool]'s
documentation.

Use your [S3 tool] to upload `$CROSSBOW_HOME/example/e_coli/small.manifest` to
the `example/e_coli` subdirectory in your bucket.  You can do so with this
[s3cmd] command:

    s3cmd put $CROSSBOW_HOME/example/e_coli/small.manifest s3://<YOUR-BUCKET>/example/e_coli/

Start the [EMR] job with the following command (substituting for
`<YOUR-BUCKET>`):

    $CROSSBOW_HOME/cb_emr \
        --name "Crossbow-Ecoli" \
        --preprocess \
        --input=s3n://<YOUR-BUCKET>/example/e_coli/small.manifest \
        --output=s3n://<YOUR-BUCKET>/example/e_coli/output_small \
        --reference=s3n://crossbow-refs/e_coli.jar \
        --all-haploids

The `--reference` option instructs Crossbow to use a pre-built reference
jar at URL `s3n://crossbow-refs/e_coli.jar`.  The `--preprocess` option
instructs Crossbow to treat the input as a [manifest file], rather than
a directory of already-preprocessed reads.  As the first stage of the
pipeline, Crossbow downloads files specified in the manifest file and
preprocesses them into Crossbow's read format.  `--output` specifies
where the final output is placed.

This job typically takes about 30 minutes on 1 `c1.xlarge` [EC2] node.
See [Monitoring your EMR jobs] for information on how to track job
progress.  To download the results, use an [S3 tool] to retrieve the
contents of the `s3n://<YOUR-BUCKET>/example/e_coli/output_small`
directory.

  Hadoop

Log into the [Hadoop] master node and test your Crossbow installation
by running:

    $CROSSBOW_HOME/cb_hadoop --test

This will tell you if any of the supporting tools or packages are
missing on the master.  *You must also ensure* that the same tools are
installed in the same paths on all slave nodes, and are runnable by
the slaves.

From the master, download the file named `e_coli.jar` from the following URL:

    http://crossbow-refs.s3.amazonaws.com/e_coli.jar

E.g. with this command:

    wget http://crossbow-refs.s3.amazonaws.com/e_coli.jar

Equivalently, you can use an [S3 tool] to download the same file from this URL:

    s3n://crossbow-refs/e_coli.jar

E.g. with this [s3cmd] command:

    s3cmd get s3://crossbow-refs/e_coli.jar

Install `e_coli.jar` in [HDFS] (the [Hadoop] distributed filesystem) with the
following commands.  If the `hadoop` script is not in your `PATH`, either add
it to your `PATH` (recommended) or specify the full path to the `hadoop` script
in the following commands.

    hadoop dfs -mkdir /crossbow-refs
    hadoop dfs -put e_coli.jar /crossbow-refs/e_coli.jar

The first creates a directory in [HDFS] (you will see a warning message
if the directory already exists) and the second copies the local jar
files into that directory.  In this example, we deposit the jars in the
`/crossbow-refs` directory, but any [HDFS] directory is fine.

Remove the local `e_coli.jar` file to save space.  E.g.:

    rm -f e_coli.jar

Next install the [manifest file] in [HDFS]:

    hadoop dfs -mkdir /crossbow/example/e_coli
    hadoop dfs -put $CROSSBOW_HOME/example/e_coli/small.manifest /crossbow/example/e_coli/small.manifest

Now start the job by running:

    $CROSSBOW_HOME/cb_hadoop \
        --preprocess \
        --input=hdfs:///crossbow/example/e_coli/small.manifest \
        --output=hdfs:///crossbow/example/e_coli/output_small \
        --reference=hdfs:///crossbow-refs/e_coli.jar \
        --all-haploids

The `--preprocess` option instructs Crossbow to treat the input as a
[manifest file].  As the first stage of the pipeline, Crossbow will
download the files specified on each line of the manifest file and
preprocess them into Crossbow's read format.  The `--reference` option
specifies the location of the reference jar contents.  The `--output`
option specifies where the final output is placed.

  Single computer

Test your Crossbow installation by running:

    $CROSSBOW_HOME/cb_local --test

This will warn you if any supporting tools (`bowtie` and `soapsnp` in
this case) cannot be located or run.

If you don't already have a `CROSSBOW_REFS` directory, choose one; it
will be the default path Crossbow searches for reference jars.
Permanently set the `CROSSBOW_REFS` environment variable to the
selected directory.

Create a subdirectory called `$CROSSBOW_REFS/e_coli`:

    mkdir $CROSSBOW_REFS/e_coli

Download `e_coli.jar` from the following URL to the new `e_coli` directory:

    http://crossbow-refs.s3.amazonaws.com/e_coli.jar

E.g. with this command:

    wget -O $CROSSBOW_REFS/e_coli/e_coli.jar http://crossbow-refs.s3.amazonaws.com/e_coli.jar

Equivalently, you can use an [S3 tool] to download the same file from this URL:

    s3n://crossbow-refs/e_coli.jar

E.g. with this [s3cmd] command:

    s3cmd get s3://crossbow-refs/e_coli.jar $CROSSBOW_REFS/e_coli/e_coli.jar

Change to the new `e_coli` directory and expand `e_coli.jar` using an `unzip`
or `jar` utility:

    cd $CROSSBOW_REFS/e_coli && unzip e_coli.jar

Now you may remove `e_coli.jar` to save space:

    rm -f $CROSSBOW_REFS/e_coli/e_coli.jar

Now run Crossbow.  Change to the `$CROSSBOW_HOME/example/e_coli` directory and
start the job via the `cb_local` script:

    cd $CROSSBOW_HOME/example/e_coli
    $CROSSBOW_HOME/cb_local \
        --input=small.manifest \
        --preprocess \
        --reference=$CROSSBOW_REFS/e_coli \
        --output=output_small \
        --all-haploids \
        --cpus=<CPUS>

Substitute the number of CPUs you'd like to use for `<CPUS>`.

The `--preprocess` option instructs Crossbow to treat the input as a
[manifest file].  As the first stage of the pipeline, Crossbow will
download the files specified on each line of the manifest file and
"preprocess" them into a format understood by Crossbow.  The
`--reference` option specifies the location of the reference jar
contents.  The `--output` option specifies where the final output is
placed.  The `--cpus` option enables Crossbow to use up to the
specified number of CPUs at any given time.

## Mouse chromosome 17 (large)

Data for this example is taken from the study by [Sudbury, Stalker et
al].

[Sudbury, Stalker et al]: http://genomebiology.com/2009/10/10/R112

  EMR

    Via web interface

First we build a reference jar for a human assembly and annotations
using scripts included with Crossbow.  The script searches for a
`bowtie-build` executable with the same rules Crossbow uses to search
for `bowtie`.  See [Installing Crossbow] for details.  Because one of
the steps executed by the script builds an index of the human genome,
it should be run on a computer with plenty of memory (at least 4
gigabytes, preferably 6 or more).

    cd $CROSSBOW_HOME/reftools
    ./mm9_chr17_jar

The `mm9_chr17_jar` script will automatically:

1. Download the FASTA sequence for mouse (build [mm9]) chromome 17 from [UCSC].
2. Build an index from that FASTA sequence.
3. Download the known SNPs and SNP frequencies for mouse chromosome 17 from
   [dbSNP].
4. Arrange this information in the directory structure expected by Crossbow.
5. Package the information in a [jar file] named `mm9_chr17.jar`.

[mm9]: http://hgdownload.cse.ucsc.edu/downloads.html#mouse

Next, use an [S3 tool] to upload the `mm9_chr17.jar` file to the
`crossbow-refs` subdirectory in your bucket.  E.g. with this [s3cmd] command
(substituting for `<YOUR-BUCKET>`):

    s3cmd put $CROSSBOW_HOME/reftools/mm9_chr17/mm9_chr17.jar s3://<YOUR-BUCKET>/crossbow-refs/

You may wish to remove the locally-generated reference jar files to save space.
E.g.:

    rm -rf $CROSSBOW_HOME/reftools/mm9_chr17

Use an [S3 tool] to upload `$CROSSBOW_HOME/example/mouse17/full.manifest` to
the `example/mouse17` subdirectory in your bucket.  E.g. with this [s3cmd]
command:

    s3cmd put $CROSSBOW_HOME/example/mouse17/full.manifest s3://<YOUR-BUCKET>/example/mouse17/

Direct your web browser to the [Crossbow web interface] and fill in the form as
below (substituting for `<YOUR-BUCKET>`):

1.  For **AWS ID**, enter your AWS Access Key ID
2.  For **AWS Secret Key**, enter your AWS Secret Access Key
3.  *Optional*: For **AWS Keypair name**, enter the name of
    your AWS keypair.  This is only necessary if you would like to be
    able to [ssh] into the [EMR] cluster while it runs.
4.  *Optional*: Check that the AWS ID and Secret Key entered are
    valid by clicking the "Check credentials..." link
5.  For **Job name**, enter `Crossbow-Mouse17`
6.  Make sure that **Job type** is set to "Crossbow"
7.  For **Input URL**, enter
    `s3n://<YOUR-BUCKET>/example/mouse17/full.manifest`, substituting
    for `<YOUR-BUCKET>`
8.  *Optional*: Check that the Input URL exists by clicking the
    "Check that input URL exists..." link
9.  For **Output URL**, enter
    `s3n://<YOUR-BUCKET>/example/mouse17/output_full`, substituting for
    `<YOUR-BUCKET>`
10. *Optional*: Check that the Output URL does not exist by
    clicking the "Check that output URL doesn't exist..." link
11. For **Input type**, select "Manifest file"
12. For **Genome/Annotation**, check the box labeled "Specify
    reference jar URL:" and enter
    `s3n://<YOUR-BUCKET>/crossbow-refs/mm9_chr17.jar` in the text box
    below
13. *Optional*: Check that the reference jar URL exists by
    clicking the "Check that reference jar URL exists..." link
14. For **Chromosome ploidy**, select "All are diploid"
15. Click Submit

This job typically takes about 45 minutes on 8 `c1.xlarge` [EC2]
instances.  See [Monitoring your EMR jobs] for information on how to
track job progress.  To download the results, use an [S3 tool] to
retrieve the contents of the
`s3n://<YOUR-BUCKET>/example/mouse17/output_full` directory.

[Job Flow Debugging]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/DebuggingJobFlows.html
[ssh]: http://en.wikipedia.org/wiki/Secure_Shell

    Via command line

First we build a reference jar for a human assembly and annotations
using scripts included with Crossbow.  The script searches for a
`bowtie-build` executable with the same rules Crossbow uses to search
for `bowtie`.  See [Installing Crossbow] for details.  Because one of
the steps executed by the script builds an index of the human genome,
it should be run on a computer with plenty of memory (at least 4
gigabytes, preferably 6 or more).

    cd $CROSSBOW_HOME/reftools
    ./mm9_chr17_jar

The `mm9_chr17_jar` script will automatically:

1. Download the FASTA sequence for mouse (build [mm9]) chromome 17 from
   [UCSC].
2. Build an index from that FASTA sequence.
3. Download the known SNPs and SNP frequencies for mouse chromosome 17
   from [dbSNP].
4. Arrange this information in the directory structure expected by
   Crossbow.
5. Package the information in a [jar file] named `mm9_chr17.jar`.

[mm9]: http://hgdownload.cse.ucsc.edu/downloads.html#mouse

Next, use an [S3 tool] to upload the `mm9_chr17.jar` file to the
`crossbow-refs` subdirectory in your bucket.  E.g. with this [s3cmd]
command (substituting for `<YOUR-BUCKET>`):

    s3cmd put $CROSSBOW_HOME/reftools/mm9_chr17/mm9_chr17.jar s3://<YOUR-BUCKET>/crossbow-refs/

You may wish to remove the locally-generated reference jar files to
save space. E.g.:

    rm -rf $CROSSBOW_HOME/reftools/mm9_chr17

Use an [S3 tool] to upload
`$CROSSBOW_HOME/example/mouse17/full.manifest` to the `example/mouse17`
subdirectory in your bucket.  E.g. with this [s3cmd] command:

    s3cmd put $CROSSBOW_HOME/example/mouse17/full.manifest s3://<YOUR-BUCKET>/example/mouse17/

To start the [EMR] job, run the following command (substituting for
`<YOUR-BUCKET>`):

    $CROSSBOW_HOME/cb_emr \
        --name "Crossbow-Mouse17" \
        --preprocess \
        --input=s3n://<YOUR-BUCKET>/example/mouse17/full.manifest \
        --output=s3n://<YOUR-BUCKET>/example/mouse17/output_full \
        --reference=s3n://<YOUR-BUCKET>/crossbow-refs/mm9_chr17.jar \
        --instances 8

This job typically takes about 45 minutes on 8 `c1.xlarge` [EC2]
instances.  See [Monitoring your EMR jobs] for information on how to
track job progress.  To download the results, use an [S3 tool] to
retrieve the contents of the
`s3n://<YOUR-BUCKET>/example/mouse17/output_full` directory.

[Job Flow Debugging]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/DebuggingJobFlows.html

  Hadoop

First we build a reference jar for a human assembly and annotations
using scripts included with Crossbow.  The script searches for a
`bowtie-build` executable with the same rules Crossbow uses to search
for `bowtie`.  See [Installing Crossbow] for details.  Because one of
the steps executed by the script builds an index of the human genome,
it should be run on a computer with plenty of memory (at least 4
gigabytes, preferably 6 or more).

    cd $CROSSBOW_HOME/reftools
    ./mm9_chr17_jar

The `mm9_chr17_jar` script will automatically:

1. Download the FASTA sequence for mouse (build [mm9]) chromome 17 from
   [UCSC].
2. Build an index from that FASTA sequence.
3. Download the known SNPs and SNP frequencies for mouse chromosome 17
   from [dbSNP].
4. Arrange this information in the directory structure expected by
   Crossbow.
5. Package the information in a [jar file] named `mm9_chr17.jar`.

Next, use the `hadoop` script to put the `mm9_chr17.jar` file in the
`crossbow-refs` [HDFS] directory.  Note tha tif `hadoop` is not in your
`PATH`, you must specify `hadoop`'s full path instead:

    hadoop dfs -mkdir /crossbow-refs
    hadoop dfs -put $CROSSBOW_HOME/reftools/mm9_chr17/mm9_chr17.jar /crossbow-refs/mm9_chr17.jar

The first command will yield a warning if the directory already exists;
ignore this.  In this example, we deposit the jars in the
`/crossbow-refs` directory, but any [HDFS] directory is fine.

You may wish to remove the locally-generated reference jar files to
save space.  E.g.:

    rm -rf $CROSSBOW_HOME/reftools/mm9_chr17

Now install the [manifest file] in [HDFS]:

    hadoop dfs -mkdir /crossbow/example/mouse17
    hadoop dfs -put $CROSSBOW_HOME/example/mouse17/full.manifest /crossbow/example/mouse17/full.manifest

To start the [Hadoop] job, run the following command (substituting for
`<YOUR-BUCKET>`):

    $CROSSBOW_HOME/cb_hadoop \
        --preprocess \
        --input=hdfs:///crossbow/example/mouse17/full.manifest \
        --output=hdfs:///crossbow/example/mouse17/output_full \
        --reference=hdfs:///crossbow-refs/mm9_chr17.jar

[mm9]: http://hgdownload.cse.ucsc.edu/downloads.html#mouse

  Single computer

First we build a reference jar for a human assembly and annotations
using scripts included with Crossbow.  The script searches for a
`bowtie-build` executable with the same rules Crossbow uses to search
for `bowtie`.  See [Installing Crossbow] for details.  Because one of
the steps executed by the script builds an index of the human genome,
it should be run on a computer with plenty of memory (at least 4
gigabytes, preferably 6 or more).

Run the following commands:

    cd $CROSSBOW_HOME/reftools
    ./mm9_chr17_jar

The `mm9_chr17_jar` script will automatically:

1. Download the FASTA sequence for mouse (build [mm9]) chromome 17 from
   [UCSC].
2. Build an index from that FASTA sequence.
3. Download the known SNPs and SNP frequencies for mouse chromosome 17
   from [dbSNP].
4. Arrange this information in the directory structure expected by
   Crossbow.
5. Package the information in a [jar file] named `mm9_chr17.jar`.

Move the directory containing the new reference jar into the
`$CROSSBOW_REFS` directory:

    mv $CROSSBOW_HOME/reftools/mm9_chr17 $CROSSBOW_REFS/

Now change to the `$CROSSBOW_HOME/example/mouse17` directory and run
Crossbow (substitute the number of CPUs you'd like to use for
`<CPUS>`):

    cd $CROSSBOW_HOME/example/mouse17
    $CROSSBOW_HOME/cb_local \
        --input=$CROSSBOW_HOME/example/mouse17/full.manifest \
        --preprocess \
        --reference=$CROSSBOW_REFS/mm9_chr17 \
        --output=output_full \
        --cpus=<CPUS>

[UCSC]: http://hgdownload.cse.ucsc.edu/downloads.html

# Manifest files

A manifest file describes a set of (possibly [gzip] or [bzip2]
compressed) [FASTQ] input files that might be located:

[gzip]: http://en.wikipedia.org/wiki/Gzip
[bzip2]: http://en.wikipedia.org/wiki/Bzip2

1. On the local computer
2. In [HDFS]
3. In [S3]
4. On an FTP or web server

[FASTQ]: http://en.wikipedia.org/wiki/FASTQ_format

A manifest file can contain any combination of URLs and local paths
from these various types of sources.

Each line in the manifest file represents either one file, for unpaired
input reads, or a pair of files, for paired input reads.  For a set of
unpaired input reads, the line is formatted:

    URL(tab)Optional-MD5

Specifying an MD5 for the input file is optional.  If it is specified,
Crossbow will attempt to check the integrity of the file after
downloading by comparing the observed MD5 to the user-provided MD5.
To disable this checking, specify `0` in this field.

For a set of paired input reads, the line is formatted:

    URL-1(tab)Optional-MD5-1(tab)URL-2(tab)Optional-MD5-2

Where `URL-1` and `URL-2` point to input files with all the #1 mates in
`URL-1` and all the #2 mates in `URL-2`.  The entries in the files must
be arranged so that pairs "line up" in parallel.  This is commonly the
way public paired-end FASTQ datasets, such as those produced by the
[1000 Genomes Project], are formatted.  Typically these file pairs end
in suffixes `_1.fastq.gz` and `_2.fastq.gz`.

[1000 Genomes Project]: http://www.1000genomes.org/page.php

Manifest files may have comment lines, which must start with the hash
(`#`) symbol, and blank lines.  Such lines are ignored by Crossbow.

For examples of manifest files, see the files ending in `.manifest` in
the `$CROSSBOW_HOME/example/e_coli` and
`$CROSSBOW_HOME/example/mouse17` directories.

# Reference jars

All information about a reference sequence needed by Crossbow is
encapsulated in a "reference jar" file.  A reference jar includes a
set of FASTA files encoding the reference sequences, a [Bowtie] index
of the reference sequence, and a set of files encoding information
about known SNPs for the species.

A Crossbow reference jar is organized as:

1. A `sequences` subdirectory containing one FASTA file per reference
   sequence.
2. An `index` subdirectory containing the [Bowtie] index files for the
   reference sequences.
3. A `snps` subdirectory containing all of the SNP description files.
 
The FASTA files in the `sequences` subdirectory must each be named
`chrX.fa`, where `X` is the 0-based numeric id of the chromosome or
sequence in the file.  For example, for a human reference, chromosome
1's FASTA file could be named `chr0.fa`, chromosome 2 named `chr1.fa`,
etc, all the way up to chromosomes 22, X and Y, named `chr21.fa`,
`chr22.fa` and `chr23.fa`.  Also, the names of the sequences within the
FASTA files must match the number in the file name.  I.e., the first
line of the FASTA file `chr0.fa` must be `>0`. 

The index files in the `index` subdirectory must have the basename
`index`.  I.e., the index subdirectory must contain these files:
 
    index.1.ebwt
    index.2.ebwt
    index.3.ebwt
    index.4.ebwt
    index.rev.1.ebwt
    index.rev.2.ebwt

The index must be built using the `bowtie-build` tool distributed
with [Bowtie].  When `bowtie-build` is executed, the FASTA files
specified on the command line must be listed in ascending order of
numeric id.  For instance, for a set of FASTA files encoding human
chromosomes 1,2,...,22,X,Y as `chr0.fa`,`chr1.fa`,...,`chr21.fa`,
`chr22.fa`,`chr23.fa`, the command for `bowtie-build` must list the
FASTA files in that order:
 
    bowtie-build chr0.fa,chr1.fa,...,chr23.fa index
  
Be sure to use `bowtie-build` version 0.9.8 or newer.
 
The SNP description files in the `snps` subdirectory must also have
names that match the corresponding FASTA files in the `sequences`
subdirectory, but with extension `.snps`.  E.g. if the sequence file
for human Chromosome 1 is named `chr0.fa`, then the SNP description
file for Chromosome 1 must be named `chr0.snps`.  SNP description files
may be omitted for some or all chromosomes.
 
The format of the SNP description files must match the format
expected by [SOAPsnp]'s `-s` option.  The format consists of 1 SNP per
line, with the following tab-separated fields per SNP:
 
1.  Chromosome ID
2.  1-based offset into chromosome
3.  Whether SNP has allele frequency information (1 = yes, 0 = no)
4.  Whether SNP is validated by experiment (1 = yes, 0 = no)
5.  Whether SNP is actually an indel (1 = yes, 0 = no)
6.  Frequency of A allele, as a decimal number
7.  Frequency of C allele, as a decimal number
8.  Frequency of T allele, as a decimal number
9.  Frequency of G allele, as a decimal number
10. SNP id (e.g. a [dbSNP] id such as `rs9976767`)
 
Once these three subdirectories have been created and populated, they
can be combined into a single [jar file] with a command like this:

[jar file]: http://en.wikipedia.org/wiki/JAR_(file_format)

    jar cf ref-XXX.jar sequences snps index
 
To use `ref-XXX.jar` with Crossbow, you must copy it to a location
where it can be downloaded over the internet via HTTP, FTP, or S3.
Once it is placed in such a location, make a note if its URL.

`bowtie-build`: http://bowtie-bio.sourceforge.net/manual.shtml#indx
[dbSNP]: http://www.ncbi.nlm.nih.gov/projects/SNP/

## Building a reference jar using automatic scripts
  
The `reftools` subdirectory of the Crossbow package contains scripts
that assist in building reference jars, including scripts that handle
the entire process of building reference jars for [hg18] (UCSC human
genome build 18) and [mm9] (UCSC mouse genome build 9).  The `db2ssnp`
script combines SNP and allele frequency information from [dbSNP] to
create a `chrX.snps` file for the `snps` subdirectory of the reference
jar.  The `db2ssnp_*` scripts drive the `db2ssnp` script for each
chromosome in the [hg18] and [mm9] genomes.  The `*_jar` scripts drive
the entire reference-jar building process, including downloading
reference FASTA files, building a Bowtie index, and using `db2ssnp` to
generate the `.snp` files for [hg18] and [mm9].

[hg18]: http://hgdownload.cse.ucsc.edu/downloads.html#human
[mm9]: http://hgdownload.cse.ucsc.edu/downloads.html#mouse
[dbSNP]: http://www.ncbi.nlm.nih.gov/projects/SNP/

# Monitoring, debugging and logging

## Single computer

Single-computer runs of Crossbow are relatively easy to monitor and debug.
Progress messages are printed to the console as the job runs.  When
there is a fatal error, Crossbow usually indicates exactly which log file
on the local filesystem contains the relevant error message.
Additional debugging is possible when intermediate and temporary files
are kept rather than discarded; see `--keep-intermediates` and
`--keep-all`.  All output and logs are stored on the local filesystem;
see `--intermediate` and `--output` options.

## Hadoop

The simplest way to monitor Crossbow [Hadoop] jobs is via the Hadoop
JobTracker.  The JobTracker is a web server that provides a
point-and-click interface for monitoring jobs and reading output and
other log files generated by those jobs, including after they've
finished.

When a job fails, you can often find the relevant error message by
"drilling down" from the "step" level through the "job" level and
"task" levels, and finally to the "attempt" level.  To diagnose why an
attempt failed, click through to the "stderr" ("standard error") log
and scan for the relevant error message.

See your version of Hadoop's documentation for details on how to use
the web interface.  Amazon has a brief document describing [How to Use
the Hadoop User Interface], though some of the instructions are
specific to clusters rented from Amazon.  [Hadoop, the Definitive
Guide] is also an excellent reference.

[How to Use the Hadoop User Interface]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/index.html?UsingtheHadoopUserInterface.html
[Hadoop, the Definitive Guide]: http://oreilly.com/catalog/9780596521981

## EMR

The recommended way to monitor EMR [Hadoop] jobs is via the [AWS
Console].  The [AWS Console] allows you to see:

1. The status for job (e.g. "COMPLETED", "RUNNING" or "FAILED")
2. The status for each step of each job 
3. How long a job has been running for and how many "compute units"
   have been utilized so far.
4. The exact Hadoop commands used to initiate each job step.
5. The button for [Debugging Job Flows]

The [AWS Console] also has a useful facility for [Debugging Job Flows],
which is accessible via the "Debug" button on the "Elastic MapReduce"
tab of the Console (labeled "5").  You must (a) have a [SimpleDB]
account (b) not have specified `--no-emr-debug` in order to use all of
the [EMR Debug] interface's features:

The debug interface is similar to Hadoop's JobTracker interface.
When a job fails, you can often find the relevant error message by
"drilling down" from the "job" level, through the "task" level, and
finally to the "attempt" level.  To diagnose why an attempt failed,
click through to the "stderr" ("standard error") log and scan for the
relevant error message.

For more information, see Amazon's document on [Debugging Job Flows].

[Debugging Job Flows]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/index.html?DebuggingJobFlows.html
[EMR Debug]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/DeveloperGuide/index.html?DebuggingJobFlows.html

## AWS Management Console

A simple way to monitor your EMR activity is via the [AWS Console].
The [AWS Console] summarizes current information regarding all your
running [EC2] nodes and [EMR] jobs.  Each job is listed in the "Amazon
Elastic MapReduce" tab of the console, whereas individual [EC2] nodes
are listed in the "Amazon EC2" tab.

See Amazon's [Using the Elastic MapReduce Console] document, espeically
the [How to View Details of the Job Flow] subsection, for further
information about the console.

[Using the Elastic MapReduce Console]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/GettingStartedGuide/gsConsoleRunJob.html
[How to View Details of the Job Flow]: http://docs.amazonwebservices.com/ElasticMapReduce/latest/GettingStartedGuide/gsConsoleRunJob.html#MonitoringtheJob

# Crossbow Output

Once a Crossbow job completes successfully, the output is deposited in
a `crossbow_results` subdirectory of the specified `--output` directory
or URL.  Within the `crossbow_results` subdirectory, results are
organized as one gzipped result file per chromosome.  E.g. if your run
was against the [hg18] build of the human genome, the output files from
your experiment will named:

    <output_url>/crossbow_results/chr1.gz
    <output_url>/crossbow_results/chr2.gz
    <output_url>/crossbow_results/chr3.gz
    ...
    <output_url>/crossbow_results/chr21.gz
    <output_url>/crossbow_results/chr22.gz
    <output_url>/crossbow_results/chrX.gz
    <output_url>/crossbow_results/chrY.gz
    <output_url>/crossbow_results/chrM.gz

Each individual record is in the [SOAPsnp] output format.  SOAPsnp's
format consists of 1 SNP per line with several tab-separated fields
per SNP.  The fields are:
 
1.  Chromosome ID
2.  1-based offset into chromosome
3.  Reference genotype
4.  Subject genotype
5.  Quality score of subject genotype
6.  Best base
7.  Average quality score of best base
8.  Count of uniquely aligned reads corroborating the best base
9.  Count of all aligned reads corroborating the best base
10. Second best base
11. Average quality score of second best base
12. Count of uniquely aligned reads corroborating second best base
13. Count of all aligned reads corroborating second best base
14. Overall sequencing depth at the site
15. Sequencing depth of just the paired alignments at the site
16. Rank sum test P-value
17. Average copy number of nearby region
18. Whether the site is a known SNP from the file specified with `-s`

Note that field 15 was added in Crossbow and is not output by
unmodified SOAPsnp.

For further details, see the [SOAPsnp] manual.

# Other reading

The [Crossbow paper] discusses the broad design philosophy of both
[Crossbow] and [Myrna] and why cloud computing can be considered a
useful trend for comparative genomics applications.  The [Bowtie paper]
discusses the alignment algorithm underlying [Bowtie].

[Bowtie paper]: http://genomebiology.com/2009/10/3/R25
[Crossbow]: http://bowtie-bio.sf.net/crossbow
[Crossbow paper]: http://genomebiology.com/2009/10/11/R134

For additional information regarding Amazon EC2, S3, EMR, and related
services, see Amazon's [AWS Documentation].  Some helpful screencasts
are posted on the [AWS Console] home page.

[AWS Documentation]: http://aws.amazon.com/documentation/

For additional information regarding Hadoop, see the [Hadoop web site]
and [Cloudera's Getting Started with Hadoop] document.  [Cloudera's
training virtual machine] for [VMWare] is an excellent way to get
acquainted with Hadoop without having to install it on a production
cluster.

[Cloudera's Getting Started with Hadoop]: http://www.cloudera.com/resource/getting_started_with_hadoop
[Cloudera's training virtual machine]: http://www.cloudera.com/developers/downloads/virtual-machine/
[VMWare]: http://www.vmware.com/
[Hadoop web site]: http://hadoop.apache.org/

# Acknowledgements

[Crossbow] software is by [Ben Langmead] and [Michael C. Schatz].

[Bowtie] software is by [Ben Langmead] and [Cole Trapnell].

[SOAPsnp] is by Ruiqiang Li, Yingrui Li, Xiaodong Fang, Huanming Yang,
Jian Wang, Karsten Kristiansen, and Jun Wang.

[Ben Langmead]: http://faculty.jhsph.edu/default.cfm?faculty_id=2209&grouped=false&searchText=&department_id=3&departmentName=Biostatistics
[Michael C. Schatz]: http://www.cbcb.umd.edu/~mschatz/
[Cole Trapnell]: http://www.cs.umd.edu/~cole/