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7 changes: 6 additions & 1 deletion docs/index.rst
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ShapeOut documentation
======================
This is the documentation of ShapeOut version |release|.

.. warning:: This documentation is under construction and its existence
thus not yet communicated publicly. Use it at your own risk.

.. toctree::
:maxdepth: 1
:maxdepth: 2
:caption: Contents:

sec_getting_started
sec_interface
sec_quick_guides
sec_changelog
sec_z_bib
sec_imprint
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35 changes: 32 additions & 3 deletions docs/sec_getting_started.rst
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Installation
============

1. **Windows installer:** Download the latest version for your architecture
(e.g. ``ShapeOut_X.Y.Z_win_64bit_setup.exe`` for 64bit Windows) from the
official
`release page <https://github.com/ZELLMECHANIK-DRESDEN/ShapeOut/releases/latest>`__.

2. **Python 2.7 with pip:** ShapeOut can easily be installed with
`pip <https://pip.pypa.io/en/stable/quickstart/>`__:

.. code:: bash
pip install shapeout
To start ShapeOut, simply run ``shapeout`` or ``python -m shapeout``
in a command shell.


Update
======
ShapeOut automatically searches for updates (you may opt-out via the
preferences menu) and notifies the user when a new version is available.

1. **Windows installer:** The older version of ShapeOut will be
automatically uninstalled when installing a new version.

2. **Python 2.7 and pip:**

.. code:: bash
pip uninstall shapeout
pip install shapeout
Basic usage
===========

Expert usage
============
Will be updated when new GUI is ready.
191 changes: 191 additions & 0 deletions docs/sec_interface.rst
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==============
User Interface
==============

Menu bar
========

- File:
- Find Measurements: opens a project (including all samples with all
measurements) or a single sample (including all measurements).
Open and choose the "YYMMDD_Project Leader_Sample" folder to open
a whole project or a "SampleName" folder to open all measurements of
a sample
- Add Measurement: adds another project or sample to the already
loaded measurements
- Clear Measurements: removes all samples or measurements, which are
not selected in the measurement browser.
- Save session: saves the status of the analysis
- Load session: loads a saved session
- Quit: quits the program ShapeOut

- Export:
- All event data (\*.tsv): tool to export datasets (filtered, unfiltered,
specified parameters only)
- Graphical plot (\*.pdf): exports all plots in a pdf file
- Computed statistics (\*.tsv): exports the statistics in a table

- Batch: Batch analysis of datasets

- Help: Help and information for debugging


Measurement browser and data selector
=====================================
The browser shows the opened projects and the corresponding measurements
(in an expandable tree structure). The name of the measurement is
composed of the measurement number, the measurement region and the flow rate.
For easy selection of measurements, you can use the buttons below the browser
(e.g. you can select all data for a certain flow rate).

**Analyze button:**
The Analyze button plots all selected data either as raw data or using
the filter settings.


Session tabs
============
Information tab
---------------
Shows all saved measurement properties. Several properties are only
highlighted if a single measurement is analyzed. If properties differ
between single measurements this is indicated by "(multiple)". Use the
scroll bars or adjust the pane or increase the size of the pane by
dragging of the edge to see the full table.

General
.......
Cell Number:
number of recorded cells. In ShapeIn this number is shown on the front
panel "Number of cells measured".

Channel Width:
dimension of the channel. This number is not detected automatically
by the system, but has to be set by hand in ShapeIn on the front panel
under "Channel dimension [µm]".

Flow Rate:
is the sum of sheath and sample flow in µl/s. ShapeIn records this
number when the measurement starts and shows it on the front panel
under "Flow Rate [µl/s]".

Measurement Number:
is the number of the measurement within the opened project. In ShapeIn
this number is shown on the front panel under "current/next #"

Region:
shows the position of the Region-of-interest during the measurement.
This is not detected automatically by the system, but has to be set
by hand in ShapeIn on the front panel under "Region of interest in the …".

Sample Flow Rate and Sheath Flow Rate:
are the flow rates of the sample and sheath flow in µl/s, respectively.

Image
.....
Cell Aspect Max:
gating parameter for maximum aspect ratio = length/height. Here, length
defines the extension of cell in flow direction and the height the
extension of the cell transverse to the channel.

Cell Aspect Min:
gating parameter for minimum aspect ratio = length/height. Here, length
defines the extension of cell in flow direction and the height the
extension of the cell transverse to the channel.

Cell Max Height / Length / Min:
shows the gate that was set in ShapeIn to exclude cells larger / smaller
than this number. In ShapeIn these numbers are shown in the normal tab
under Gating tools.

Pix Size:
resolution of the microscope-camera-system in [µm/pixels]. In ShapeIn
this number is shown in the expert tab under Expert settings and
"Resolution [µm/pix]".

Thresh:
grey value used as a threshold for each pixel of the image after
subtracting the background image. All pixels above the threshold
form the binary image. In ShapeIn under Expert settings "min grey threshold".

Trig Thresh:
minimum number of pixels within the binary image to be further
processed in cell analysis. In ShapeIn under Expert settings
"min pixels threshold".

Framerate
.........
Frame Rate:
of the camera during the measurement. ShapeIn records this information
when the measurement starts and shows it in the Expert tab under
Camera tools and "Framerate [Hz]".

ROI
...
Height / Width:
of the region of interest in pixels. ShapeIn records this information
when the measurement starts. It is set automatically or manually
in the Expert tab under Camera tools and "Height [pix]"/ "Width [pix]".

Filtering tab
-------------
In this tab, you can filter your data by excluding values beyond certain
limits. Select the Enable Filters check box on the right and hit the
Apply/Reset button to apply/reset the settings. The Box Filters limit
the range of parameters; the Polygon Filters allow freely defining a
gate by a polygon in the current plot. The filters are applied to the
whole data set, independently of the actual shown plot. At least one
event has to be within the limits or the program shows an error.

Box Filters
...........
Minimum and maximum values for box filters are set to 0.0 by default.
As long as min and max values equal 0.0, the filter is not applied.
On the left of the table the minimum value is set, on the right the
maximum. If you set a minimum, you have to set a maximum as well,
otherwise all data points are gated out.

Range Area:
limits the cell size in [µm²].

Range Area Ratio:
defines the relative difference between convex hull area and cell area
(see figure below). "1": convex hull and area
contour are the same, "<1": forbidden, because the convex hull cannot
be smaller than the contour. The minimum value is only effective ">1".

.. figure:: figures/area_ratio.png

Range Aspect:
limits the ratio of height and length of the bounding box around
the contour of the cell (see Figure below).

.. figure:: figures/aspect.jpg

Range Defo:
limits the deformation

Range Pos Lat:
limits the lateral position of a contour in the region of interest

Range Pos x:
limits the position in direction of channel axis in the region of interest

Range Time:
limits a number of time frames within the measurement in [s].

Range x-size:
limits the size in x direction (width)

Range y-size:
limits the size in y direction (height)

Polygon Filters
...............
TODO: brief explanation; See the tutorial 1 for details.


Plot Window
===========
Will be updated when new GUI is ready.

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===============
Young's Modulus
===============
TODO: helpful screenshots when the new GUI is ready.

With ShapeOut it is possible to convert deformation values to values
of the Young's modulus based on the numerical simulation work for
fully elastic spheres by Mokbel et al. :cite:`Mokbel2017`.

The "Calculate" tab allows you to obtain
the Young's modulus for the samples you selected for plotting.

Currently, the only model available is the elastic sphere.
After choosing the type of measurement medium you must set the
right temperature or – in case you choose "Other" – the correct
viscosity. For CellCarrier media, the correct viscosity is
automatically calculated according to the shear thinning
behavior as analyzed in :cite:`Herold2017`.

Once "Compute elastic modulus" is clicked, a plotting option
for the Young's modulus will become available.

.. note:: A conversion can only be carried out for deformation and
size values in a "valid region" that will be described
in more detail below.

Events outside this region will disappear from the plot – also
if the Young's modulus is not selected for plotting.
To plot the complete sample in those cases again, the checkbox
"remove invalid events" in the "Filter" tab needs to be unchecked.

Valid Conversion Region
-----------------------
This section is meant to guide an experimental strategy to obtain
results that can be converted to a Young's modulus. Numerical simulations
:cite:`Mokbel2017` have yielded a valid region for the conversion in
the space of deformation and cell size shown with a color gradient
for a 20 µm channel.

It is limited by regions A and B for objects too small and objects
too large for reliable conversion. It is further limited for very
small deformation values in region C. The reason for that is a very
steep increase of E with little decrease in deformation that would
yield potentially very large errors. Finally, it is limited by region
D at larger deformation. In this region, simulations did not reach
a stationary shape for the softer objects to be found there. Instead
they became more and more elongated until they disintegrated by rupturing.

Therefore, as an experimental strategy, the goal of the experiment
must be to choose the suitable channel size and to vary the flow
rate such, that the results fall well within the valid region.

In order to make this process more comfortable, in the following,
the valid regions are shown for the four standard channel sizes
available. Those representations include an offset shift in deformation
that would be expected in the experimental results due to the
pixelation of the image as described in :cite:`Herold2017`.

The values of the Young's moduli in those regions will depend
on the specific flow rate and the viscosity of the medium :cite:`Mietke2015`.
Note that in the illustrations that follow they merely represent a
relative scaling and are not to be compared between illustrations.

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============
Quick Guides
============

.. toctree::
:maxdepth: 2
:caption: Contents:

sec_qg_youngs_modulus

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