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Harmonize messy NCBI BioSample metadata at scale

Project description

BioMetaHarmonizer

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A Python package for fetching, parsing, and standardizing NCBI BioSample metadata for large-scale genomic epidemiology.


What it does

NCBI BioSample metadata is free-text, crowd-sourced, and inconsistent across submitters. BioMetaHarmonizer fetches BioSample XML records via the Entrez API, maps raw attribute names to a fixed set of standard columns, normalizes placeholder null values, parses dates and geographic strings, and assigns One Health categories. The result is a pandas DataFrame that can be written to CSV, TSV, Excel, or Parquet.

Input can be BioSample accessions (SAMN, SAME, SAMD), assembly accessions (GCF_, GCA_), or a mix of both. Assembly accessions are resolved to BioSample IDs through locally cached NCBI assembly summary flat files.

Records submitted under NCBI pathogen packages (e.g. Pathogen.cl.1.0, Pathogen.env.1.0) often carry a structured <Antibiogram> section alongside standard attributes. BioMetaHarmonizer parses the antibiogram and serializes it as a compact JSON list in _extra_attributes["antibiogram"] so that MIC and phenotype data are never silently discarded.


Installation

git clone https://github.com/rustam-bioinfo/BioMetaHarmonizer.git
cd BioMetaHarmonizer
pip install -e .

Requires Python 3.9+. Dependencies are declared in pyproject.toml and installed automatically.

The package ships with pre-built schema files (unified.json, one_health_dictionaries.json, ncbi_attributes.xml). The rebuild scripts in scripts/ are only needed when you want to refresh those files from upstream sources — see Rebuilding schema files.


Quick start

Command line

biometaharmonizer run \
    --input  accessions.txt \
    --email  your@email.com \
    --output harmonized.csv
Flag Default Description
--input FILE required Path to accession list (one per line)
--email EMAIL required Valid contact email for NCBI Entrez — must contain @ and a domain
--output FILE required Output file path
--api-key KEY NCBI API key; raises rate limit from 3 to 10 requests/second
--cache-dir DIR ~/.biometaharmonizer/cache/ Directory for assembly summary flat files
--format FORMAT inferred from file extension csv, tsv, excel, parquet
--summary FILE Write a per-column fill-rate CSV
--fetch-batch-size N 200 Number of records per efetch request
--esearch-batch-size N 200 Number of accessions per esearch term
--refresh-cache off Force re-download of assembly summary flat files regardless of age
--verbose off Enable DEBUG-level logging

Python API

from biometaharmonizer.ingestion import set_email, ingest
from biometaharmonizer import KeyMapper, DateEngine, GeoEngine, OneHealthClassifier
from biometaharmonizer import write, write_summary

# Ingest: accepts a file path, a Python list, or a mix of both accession types
set_email("your@email.com")
df = ingest("accessions.txt")
# or: df = ingest(["SAMN12345678", "GCF_000001405.39"])

# Force re-download of assembly summary flat files (bypasses 7-day TTL):
# df = ingest("accessions.txt", refresh_cache=True)

# Key harmonization — renames raw columns to standard keys, coalesces duplicates
# Needed only if you bring your own DataFrame; ingest() already applies the schema
mapper = KeyMapper()
df = mapper.map_columns(df)

# Date parsing: 40+ input formats -> ISO 8601 (YYYY / YYYY-MM / YYYY-MM-DD)
de = DateEngine()
date_df = de.parse_with_range(df["collection_date"])
df["collection_date"] = date_df["collection_date"]
df["collection_date_range"] = date_df["collection_date_range"]

# Geography: splits geo_loc_name into country, region, locality, ISO code, sea
ge = GeoEngine()
geo_df = ge.parse(df["geo_loc_name"])
for col in geo_df.columns:
    df[col] = geo_df[col]

# One Health classification across multiple source columns simultaneously
oh = OneHealthClassifier()
src = {col: df[col] for col in
       ["isolation_source", "env_broad_scale", "env_local_scale",
        "env_medium", "sample_type", "host"]
       if col in df.columns}
oh_df = oh.classify_multi_field(**src)
for col in oh_df.columns:
    df[col] = oh_df[col]

# Write output
write(df, "harmonized.csv")
write_summary(df, "fill_rates.csv")

Output columns

The output DataFrame contains the following 57 columns. Columns with no data for a given dataset are present and filled with NaN. Attributes that do not map to any column are preserved as a JSON string in _extra_attributes.

The first 52 columns come from ingestion. The final 5 are added by OneHealthClassifier.classify_multi_field() (column 28, one_health_category, is also from that step).

# Column Source Description
1 biosample_accession BioSample XML NCBI BioSample accession (e.g. SAMN07597573)
2 biosample_id BioSample XML NCBI internal numeric BioSample ID
3 sra_accession BioSample XML Linked SRA accession, if present
4 bioproject_accession BioSample XML / assembly index Parent BioProject accession
5 assembly_accession_refseq Assembly index RefSeq assembly accession (GCF_)
6 assembly_accession_genbank Assembly index GenBank assembly accession (GCA_)
7 sample_name_id BioSample XML Submitter sample name from <Id db_label="Sample name">
8 taxonomy_id BioSample XML NCBI Taxonomy numeric ID
9 taxonomy_name BioSample XML Taxon name for the assigned taxonomy_id
10 organism_name BioSample XML Organism name from <OrganismName>; falls back to taxonomy_name
11 collection_date BioSample attribute → DateEngine Collection date normalized to ISO 8601
12 collection_date_range DateEngine Inferred date range when only year or year-month was provided
13 geo_loc_name BioSample attribute Raw geographic location string as submitted
14 lat_lon BioSample attribute Decimal lat/lon as submitted
15 geo_country GeoEngine Country resolved from geo_loc_name
16 geo_region GeoEngine Sub-national region; populated only from colon-format inputs ("Country: Region, Locality"); NaN for comma-only inputs
17 geo_locality GeoEngine Locality after the region in colon format, or the part after the first comma in comma-only inputs
18 geo_iso3166 GeoEngine ISO 3166-1 alpha-2 country code; historical names tagged HISTORICAL
19 geo_sea_ocean GeoEngine Sea or ocean name for marine locations
20 geo_loc_raw GeoEngine Preserved raw string for coordinate-only inputs (e.g. "40.71 N, 74.00 W"); NaN for all other inputs
21 host BioSample attribute Host organism name
22 host_disease BioSample attribute Disease associated with host at sampling
23 host_age BioSample attribute Age of host
24 host_sex BioSample attribute Biological sex of host
25 host_tissue_sampled BioSample attribute Tissue or body site sampled
26 isolation_source BioSample attribute Material or environment from which the isolate was obtained
27 sample_type BioSample attribute Sample type or specimen classification
28 one_health_category OneHealthClassifier One of: Human, Animal, Aquatic, Wildlife, Plant, Food, Environmental, Lab, Unclassified
29 one_health_term OneHealthClassifier The specific term or phrase that triggered the classification
30 one_health_confidence OneHealthClassifier Float in [0, 1] — see One Health classification
31 one_health_evidence_level OneHealthClassifier Discretized confidence: high (≥0.85), medium (≥0.60), low (≥0.30), unresolved
32 one_health_processing OneHealthClassifier Processing/handling term detected in the field text (e.g. pasteurized, frozen), if any
33 one_health_setting OneHealthClassifier Setting term detected in the field text (e.g. clinical, farm, retail), if any
34 one_health_source_field OneHealthClassifier Which input field produced the winning classification
35 isolate BioSample attribute Isolate identifier
36 strain BioSample attribute Strain designation
37 sub_strain BioSample attribute Sub-strain designation
38 serotype BioSample attribute Serotype
39 serovar BioSample attribute Serovar
40 genotype BioSample attribute Genotype or sequence type
41 culture_collection BioSample attribute Culture collection identifier
42 outbreak BioSample attribute Outbreak identifier
43 env_broad_scale BioSample attribute Broad environmental context (ENVO)
44 env_local_scale BioSample attribute Local environmental feature (ENVO)
45 env_medium BioSample attribute Environmental medium (ENVO)
46 sequencing_method BioSample attribute Sequencing platform
47 assembly_method BioSample attribute Genome assembly software
48 collected_by BioSample attribute; <Owner/Name> fallback Collector name or institution
49 ncbi_package BioSample XML NCBI BioSample package (e.g. Microbe.1.0)
50 submission_date BioSample XML Date first submitted
51 last_update BioSample XML Date last modified
52 publication_date BioSample XML Date made publicly available
53 access BioSample XML public or controlled-access
54 status BioSample XML Record status (e.g. live, suppressed)
55 status_date BioSample XML Date current status was assigned
56 title BioSample XML Free-text title of the BioSample record
57 description_comment BioSample XML Free-text description or comment block
58 _extra_attributes JSON All attributes that could not be mapped to a schema column, serialized as a JSON dict. Also contains submission_owner and submission_contact when <Owner> provenance is present alongside an explicit collector. For records submitted under pathogen packages, contains an antibiogram key (see Antibiogram data).

Antibiogram data

BioSample records submitted under NCBI pathogen packages (Pathogen.cl.1.0, Pathogen.env.1.0, etc.) may include a structured <Antibiogram> section that is a sibling of <Attributes> in the XML — not a child. Standard attribute parsers that only iterate <Attributes> silently drop this section. BioMetaHarmonizer parses it explicitly.

When an antibiogram is present, _extra_attributes["antibiogram"] contains a compact JSON-encoded list of dicts, one per antibiotic row. Each dict includes whichever of the following fields NCBI populated for that row:

Field Description
antibiotic_name Antibiotic name (e.g. amikacin)
resistance_phenotype susceptible, resistant, or intermediate
measurement_sign ==, <=, >=, <, >
measurement Numeric MIC or disk diffusion value
measurement_units mg/L, mm, etc.
laboratory_typing_method MIC, disk diffusion, etc.
laboratory_typing_platform Instrument or method platform
vendor Reagent/kit vendor
laboratory_typing_method_version_or_reagent Version or reagent identifier
testing_standard CLSI, EUCAST, etc.

Fields with null or missing values are omitted from each row dict so the JSON payload stays compact. Rows where all fields resolved to null are excluded entirely.

Extracting antibiogram data from a result DataFrame:

import json
import pandas as pd

def extract_antibiogram(df):
    rows = []
    for _, rec in df.iterrows():
        extras = rec.get("_extra_attributes")
        if not extras:
            continue
        try:
            d = json.loads(extras)
        except (ValueError, TypeError):
            continue
        ab = d.get("antibiogram")
        if not ab:
            continue
        ab_rows = json.loads(ab) if isinstance(ab, str) else ab
        for row in ab_rows:
            row["biosample_accession"] = rec["biosample_accession"]
            rows.append(row)
    return pd.DataFrame(rows)

antibiogram_df = extract_antibiogram(df)

Attribute resolution order

For each <Attribute> element in BioSample XML, the column mapping is resolved in this order:

  1. harmonized_name direct match — if the NCBI-assigned harmonized_name matches a schema column exactly, it is used without any synonym lookup.
  2. Synonym lookup on harmonized_name — if not a direct match, the harmonized_name is looked up in the synonym table. If the resolved key is in the schema, it is used; otherwise the resolved key is stored in _extra_attributes.
  3. Synonym lookup on attribute_name — if harmonized_name is absent or unresolvable, the raw attribute_name is tried.
  4. _extra_attributes — any attribute that could not be resolved by any of the above is written to _extra_attributes as a JSON key-value pair.

The synonym table is built from two layers in synonyms.py and cached for the lifetime of the process:

  • Layer 1 — schemas/unified.json — manually curated synonym lists for all standard keys.
  • Layer 2 — schemas/ncbi_attributes.xml — the official NCBI BioSample harmonization table. Optional; loaded only if present.

Both ingestion.py and key_mapper.py use the same build_synonym_lookup() function.


Null normalization

During XML parsing, placeholder values are converted to None before any downstream processing. The full pattern list covers:

  • missing, missing: lab stock, missing: data agreement established pre-2023
  • N/A, na, null, none, nil, -, .
  • unknown, not provided, not collected, not applicable, not available, not determined, not recorded, not reported
  • unavailable, unspecified, undetermined, unidentified
  • restricted, restricted access, withheld, confidential
  • tbd, tba

Common misspellings (misssing, unkown, unknwon) are also matched. Matching is case-insensitive.


Assembly summary cache

On the first run, ingest() downloads two NCBI flat files to resolve assembly accessions and BioProject links:

  • assembly_summary_refseq.txt (~100–300 MB)
  • assembly_summary_genbank.txt (~100–300 MB)

These are cached in ~/.biometaharmonizer/cache/ (overridable with --cache-dir or set_cache_dir()). Files older than 7 days are automatically deleted and re-downloaded on the next run.

To force a refresh before the 7-day TTL expires — for example, immediately after a large batch of new assemblies is added to NCBI — pass refresh_cache=True to ingest() or use --refresh-cache on the CLI:

biometaharmonizer run --input ids.txt --email you@example.com \
    --output out.csv --refresh-cache
df = ingest("ids.txt", email="you@example.com", refresh_cache=True)

In Colab:

from biometaharmonizer.ingestion import set_cache_dir
set_cache_dir("/content/bmh_cache")

Entrez rate limits

Without an API key, NCBI allows 3 requests per second. With a key, the limit is 10 requests per second. BioMetaHarmonizer enforces inter-request sleep intervals automatically based on whether an API key is set.

Register a free API key at https://www.ncbi.nlm.nih.gov/account/ and pass it as:

biometaharmonizer run --input ids.txt --email you@example.com \
    --api-key YOUR_KEY --output out.csv

or:

df = ingest("ids.txt", email="you@example.com", api_key="YOUR_KEY")

Geospatial parsing

GeoEngine splits geo_loc_name into geo_country, geo_region, geo_locality, geo_iso3166, geo_sea_ocean, and geo_loc_raw.

The parser recognizes two input formats:

  • Colon format "Country: Region, Locality" — the part before : becomes geo_country, the first segment after : becomes geo_region, and any remainder after the comma becomes geo_locality.
  • Comma-only format "Country, Locality" — the part before the first , becomes geo_country and the remainder becomes geo_locality. geo_region is left NaN.

Parenthetical qualifiers (e.g. "United Kingdom (England, Wales & N. Ireland)", "Pacific Ocean (NE)") are stripped from the country token before any lookup. This means ocean and sea names with qualifiers are still correctly routed to geo_sea_ocean rather than falling through to the country resolver.

Input Result
"USA: California, Los Angeles" country=USA, region=California, locality=Los Angeles, iso=US
"USA: California" country=USA, region=California, iso=US
"Germany, Bavaria" country=Germany, locality=Bavaria, iso=DE
"France" country=France, iso=FR
"Pacific Ocean" sea_ocean=Pacific Ocean
"Pacific Ocean (NE)" sea_ocean=Pacific Ocean
"Pacific Ocean: Mariana Trench" sea_ocean=Pacific Ocean, locality=Mariana Trench
"Red Sea (sampling site 3): surface" sea_ocean=Red Sea, locality=surface
"40.71 N, 74.00 W" geo_loc_raw preserved; all other geo columns NaN
"Gaza Strip" country=Gaza Strip, iso=PS
"West Bank" country=West Bank, iso=PS
"United Kingdom (England, Wales & N. Ireland)" country=United Kingdom, iso=GB
"not applicable" all geo columns NaN

Handling notes:

  • England, Scotland, Wales, Northern IrelandUnited Kingdom, iso GB
  • United Kingdom (England, Wales & N. Ireland) and similar compound UK variants → United Kingdom, iso GB
  • Gaza Strip, West Bank, Gaza, Palestine, Palestinian territories → iso PS
  • Korea (bare, no qualifier) → South Korea (KR); logged at INFO level
  • Historical country names (USSR, Yugoslavia, Zaire, East Germany, etc.) → preserved in geo_country, geo_iso3166 = HISTORICAL
  • Coordinate-only strings are preserved in geo_loc_raw and not reverse-geocoded; all other geo columns are NaN
  • Turkey / Türkiye, Namibia, Burma, DR Congo and several aliases are resolved via a hardcoded table before pycountry fuzzy lookup
  • All unique geo_loc_name values are resolved once and cached; pycountry fuzzy lookup runs at most once per unique country string regardless of row count

One Health classification

OneHealthClassifier loads all biological knowledge from schemas/one_health_dictionaries.json and assigns each record one of nine categories: Human, Animal, Aquatic, Wildlife, Plant, Food, Environmental, Lab, Unclassified.

classify_multi_field() accepts up to six named pd.Series and returns a DataFrame with seven columns:

Column Type Description
one_health_category str Assigned category; always a string, never NaN
one_health_term str / NaN The specific term or phrase that triggered the classification
one_health_confidence float Score in [0, 1]; computed as term_specificity × field_weight + corroboration_bonus
one_health_evidence_level str high (≥0.85), medium (≥0.60), low (≥0.30), unresolved
one_health_processing str / NaN Processing/handling term detected in the text (e.g. pasteurized, frozen)
one_health_setting str / NaN Setting term detected in the text (e.g. clinical, farm, retail)
one_health_source_field str / NaN Input field that produced the winning classification

Confidence model. For each field, confidence = min(1.0, term_specificity × field_weight + corroboration_bonus):

  • term_specificity: 1.0 for host dictionary or unambiguous list hits; 0.90/0.75/0.50 for tier1 phrases by length; WRatio / 100 for rapidfuzz fallback; 0.30 for ambiguous terms.
  • field_weight: isolation_source / host dict hit → 1.00; host text hit → 0.90; env_medium → 0.85; env_local_scale → 0.80; sample_type → 0.70; env_broad_scale → 0.50.
  • corroboration_bonus: +0.10 when a second independent field agrees with the same category.

Classification pipeline per record:

  1. host field: institution guard (strips culture collection prefixes; returns Lab if residual < 4 chars), then host_to_category dictionary lookup, then text classification fallback.
  2. isolation_source, env_medium, env_local_scale: matched against unambiguous human/animal term lists, then tier1 patterns, then rapidfuzz fuzzy fallback against the ontology map.
  3. sample_type: domain-level signal; used to set category if no specimen field matched.
  4. env_broad_scale: supporting signal only; contributes a corroboration bonus but does not set the primary category on its own.
  5. Pass 2 resolves the winning category from accumulated domain/specimen/supporting evidence.

collected_by priority

  1. Explicit BioSample attribute — any <Attribute harmonized_name="collected_by"> or synonym is always preferred.
  2. <Owner/Name> fallback — used only if no explicit collector attribute was found.

When both are present, the submission-side provenance is written to _extra_attributes:

  • submission_owner<Owner/Name> value
  • submission_contact — full name from <Owner/Contacts/Contact>

Output formats

from biometaharmonizer import write, write_summary

write(df, "out.csv")                        # CSV
write(df, "out.tsv", fmt="tsv")             # TSV
write(df, "out.xlsx", fmt="excel")          # Excel
write(df, "out.parquet", fmt="parquet")     # Parquet

write_summary(df, "fill_rates.csv")         # column, non_null_count, fill_pct

Format strings are case-insensitive. If --format is not specified on the CLI, the format is inferred from the output file extension.


Rebuilding schema files

The package ships with pre-built schema files. Rebuild them only when you want to incorporate upstream ontology or NCBI updates.

one_health_dictionaries.json

Generated by scripts/build_dictionaries.py. It queries OLS4 (ENVO, FoodOn, UBERON, Plant Ontology), downloads the NCBI Taxonomy dump (~65 MB), and optionally queries the UMLS API for synonym expansion. Hand-curated entries in the base file always win over ontology-derived ones.

# Full rebuild (downloads taxdmp.zip from NCBI automatically)
python scripts/build_dictionaries.py \
    --base   src/biometaharmonizer/schemas/one_health_dictionaries.json \
    --output src/biometaharmonizer/schemas/one_health_dictionaries.json

# Use a pre-downloaded taxdmp.zip
python scripts/build_dictionaries.py --taxdmp /path/to/taxdmp.zip

# Skip NCBI Taxonomy entirely
python scripts/build_dictionaries.py --skip-ncbi

# Add UMLS synonym expansion (requires a free UMLS API key)
python scripts/build_dictionaries.py --umls-key YOUR_UMLS_KEY

ncbi_attributes.xml

Generated by scripts/build_ncbi_attribute_cache.py. Downloads the official NCBI BioSample attribute harmonization table and stores it as schemas/ncbi_attributes.xml, which becomes Layer 2 of the synonym lookup.

python scripts/build_ncbi_attribute_cache.py

Repository structure

BioMetaHarmonizer/
├── src/biometaharmonizer/
│   ├── __init__.py             # public API, version 0.6.0
│   ├── cli.py                  # CLI entrypoint
│   ├── ingestion.py            # Entrez fetching, XML parsing, schema definition
│   ├── synonyms.py             # two-layer synonym lookup (unified.json + NCBI XML)
│   ├── key_mapper.py           # column rename, coalesce, reindex
│   ├── date_engine.py          # date parsing, ISO 8601 output
│   ├── geo_engine.py           # geo_loc_name splitting, ISO-3166 resolution
│   ├── one_health.py           # One Health categorization
│   ├── output.py               # write CSV / TSV / Excel / Parquet
│   └── schemas/
│       ├── unified.json                      # standard keys + synonym lists
│       ├── one_health_dictionaries.json      # One Health keyword/ontology dict
│       └── ncbi_attributes.xml               # NCBI harmonization table (optional)
├── scripts/
│   ├── build_dictionaries.py               # rebuild one_health_dictionaries.json
│   └── build_ncbi_attribute_cache.py       # rebuild ncbi_attributes.xml
├── tests/
│   ├── test_ingestion.py
│   ├── test_key_mapper.py
│   ├── test_date_engine.py
│   ├── test_geo_engine.py
│   ├── test_one_health.py
│   ├── test_output.py
│   └── test_pipeline.py
└── pyproject.toml

Running tests

pip install pytest
pytest tests/ -v --tb=short

All tests use synthetic data — no live NCBI calls are made.


License

MIT

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