# Tutorial

## Writing and loading whip specification files

Whip specifications in text format are expressed in [YAML](https://en.wikipedia.org/wiki/YAML) language, It uses both Python-style indentation to indicate nesting, and a more compact format that uses [] for lists and {} for key-value maps, making YAML 1.2 a superset of JSON.

The whip syntax is explained in more detail on the [whip](https://github.com/inbo/whip) repository, explaining the available specifications.

Consider the following data set used in a project, with 3 columns: * a eventDate column, representing the date of occurrence * a individualCount column with the counts of individuals seen on the date * a country column, defining the country of the observation

An subset of the data could look like this:

<table border=”1” class=”docutils”> <thead> <tr> <th>eventDate</th> <th>individualCount</th> <th>country</th> </tr> </thead> <tbody> <tr> <td>2018-01-03</td> <td>5</td> <td>BA</td> </tr> <tr> <td>2018-04-02</td> <td>20</td> <td>NL</td> </tr> <tr> <td>2016-07-06</td> <td>3300</td> <td>BE</td> </tr> <tr> <td>2017-03-02</td> <td>2</td> <td>BE</td> </tr> <tr> <td>1018-01-08</td> <td>1</td> <td>NL</td> </tr> </tbody> </table>

In the current project, we do know the following about the data: * The project was running from 2016 until 2018, so date values should be in this range * The project was happening in Belgium and The Netherlandsa and country need to be either BE or NL * Individual counts can not be higher than 100 and should be at least 1 * Empty values are not allowed (default according to whip specifications)

We can express these rules as [whip specifications](https://github.com/inbo/whip):

```yaml country:

allowed: [BE, NL]

eventDate:

dateformat: ‘%Y-%m-%d’ mindate: 2016-01-01 maxdate: 2018-12-31

individualCount:

numberformat: x # needs to be an integer value min: 1 max: 100

``` (Notice the possibility to include comments)

These specifications can be saved to a yaml-file (use the extention .yaml), e.g. observations_example.yaml and parsed into Python using the yaml-package:

```python import yaml

with open(“observations_example.yaml”) as whip_specs_file:

specifications = yaml.load(whip_specs_file)

```

Similar to loading the file, one can also write the specifications directly in a Python script:

```python import yaml

whip_specs = “””
country:

allowed: [BE, NL]

eventDate:

dateformat: ‘%Y-%m-%d’ mindate: 2016-01-01 maxdate: 2018-12-31

individualCount:

numberformat: x # needs to be an integer value min: 1 max: 100

“””

specifications = yaml.load(whip_specs) ``` or directly the Python-object itself: ```python import datetime specifications = {‘individualCount’: {‘min’: 1, ‘max’: 100,

‘numberformat’: ‘x’},

‘eventDate’: {‘dateformat’: ‘%Y-%m-%d’, ‘maxdate’: datetime.date(2018, 12, 31), ‘mindate’: datetime.date(2016, 1, 1)}, ‘country’: {‘allowed’: [‘BE’, ‘NL’]}}

``` (Notice that the dates are coerced to `datetime.date` objects)

Using one of these approaches, the specifications can be used by pywhip to control incoming data sets.

## Whip a data set

Pywhip supports a number of data input formats that can be used to apply the whip specifications.

### CSV files

Applying whip specifications to a CSV file is supported by the function whip_csv, which requires a data file, the whip specifications and the delimiter of the CSV file (“,” for CSV, “t” for TSV,…)

```python import yaml

from pywhip import whip_csv

with open(“observations_example.yaml”) as whip_specs_file:

specifications = yaml.load(whip_specs_file)

observations_whip = whip_csv(“observations_data.csv”,

specifications, delimiter=’,’)

``` When the data set is according to the provided whip specifications, a Hooray message prints to stdout:

` Hooray, your data set is according to the guidelines! `

If not, a message alerts you to check the errors:

` Your dataset does not comply with the specifications, use get_report() for more detailed information.' `

Default reports are provided as json or html. It is advised to use a context to store store the output as file (e.g. called report_observations.html):

```python with open(“report_observations.html”, “w”) as index_page:

index_page.write(observations_whip.get_report(‘html’))

```

By which an [HTML version](report_observations.html) of the error report is generated. Similar, a json version of the report can be provided (and returned or saved to file):

```python import json

with open(‘report_observations.json’, ‘w’) as json_report:

json.dump(observations_whip.get_report(), json_report)

```

Which provides a file version of the [json report](report_observations.json).

Remark:

In some occasions it is useful to not directly validate the entire data set. In that case, use the maxentries parameter to define the number of lines to validate:

```python observations_whip = whip_csv(“observations_data.csv”,

specifications, delimiter=’,’, maxentries=50)

```

### Darwin Core Archive

To validate the core file of a [Darwin Core Archive](https://en.wikipedia.org/wiki/Darwin_Core_Archive) zipped data set, the packages relies on the [Darwin Core Reader](https://python-dwca-reader.readthedocs.io/en/latest/) package. To directly apply the specifications on a Darwin Core Archive, use the whip_dwca function:

```python import yaml

from pywhip import whip_dwca

with open(“observations_example.yaml”) as whip_specs_file:

specifications = yaml.load(whip_specs_file)

observations_whip = whip_dwca(“observations_data.csv”,

specifications)

```

Reporting functionalities are the same as the csv-version.

## Whip CSV files from the command line

To apply pywhip for data set validation outside Python, use the command line interface providing direct application of pywhip on a CSV data set. By installing the package, the whip_csv command will be available from the command line.

To read the documentation:

`bash whip_csv --help `

As an example, to whip the data set observations_data.csv with a comma as delimiter using the whip specifications defined in the observations_example.yaml file and printing the output to an index.html as an HTML page:

`bash whip_csv observations_data.csv observations_example.yaml index.html --delimiter ',' `