9bafde23616aa7e9d0afd993e507ef63103b1b17
jcasper
  Wed May 13 01:54:22 2026 -0700
Minor docs update for faceted composites, refs #36320

diff --git src/hg/htdocs/goldenPath/help/facetedComposite.html src/hg/htdocs/goldenPath/help/facetedComposite.html
index ab7599353d5..4f81659c331 100755
--- src/hg/htdocs/goldenPath/help/facetedComposite.html
+++ src/hg/htdocs/goldenPath/help/facetedComposite.html
@@ -1,321 +1,325 @@
 <!DOCTYPE html>
 <!--#set var="TITLE" value="Genome Browser Faceted Composites" -->
 <!--#set var="ROOT" value="../.." -->
 
 <!-- Relative paths to support mirror sites with non-standard GB docs install -->
 <!--#include virtual="$ROOT/inc/gbPageStart.html" -->
 
 <h1>Faceted Composite Tracks</h1>
 
 <h2>Overview</h2>
-<p>Composite tracks are a standard way to collect a number of related tracks within
-the browser and interact with them in a unified interface.  For example, our Conservation tracks
-are often organized as composites as are each of our "All GENCODE" tracks (see
-<a href="../../cgi-bin/hgTrackUi?db=hg38&g=wgEncodeGencodeSuper">here</a>).
-The standard user interface works for intermediate numbers of subtracks (around 20-200),
-but becomes unusable when that scales up into the thousands.  Faceted composites provide
-an alternate user interface for composite tracks that is designed fork these situations.
+<p>The UCSC Genome Browser includes a large and ever-expanding collection of
+data tracks, particularly on its core assemblies. To make this collection
+easier to navigate, we provide several types of container tracks — tracks whose
+purpose is to hold other tracks, similar to how a folder holds files. Composite
+tracks are one such container, allowing related tracks to be grouped and
+managed through a unified interface.  For example, our Conservation tracks are
+often organized as composites as are each of our "All GENCODE" tracks (see <a
+href="../../cgi-bin/hgTrackUi?db=hg38&g=wgEncodeGencodeSuper">here</a>).
+But while the standard user interface for a composite works well for intermediate
+numbers of subtracks (around 20-200), it becomes much more difficult to use when
+that number scales up into the thousands.  Faceted composites use an alternate
+interface for composite tracks that is designed for these situations.
 </p><p>
 The faceted composite display is particularly useful for data sets where each subtrack has
 many potential values to be filtered on (e.g. cell type, protocol, date, experiment scores, etc.),
 and where only a few of them may be of interest for any particular user.  Because the
 focus is on simply helping users identify which subtracks are relevant to them, the subtrack
 configuration options are reduced to "is this subtrack displayed or not".  Users can then
 alter the display of individual subtracks using the right-click Configure menu from the main
 hgTracks browser display.</p>
-<p></p>
 
 <div class="text-center">
-  <img alt="Heatmap track showing a color-coded grid of expression values across genomic positions" src="/images/facet_example.png" style="width:80%;max-width:1083px">
+  <img alt="Example of an interface for a faceted composite, showing facets on the left, and a table listing subtracks on the right.  The table has been filtered for subtracks where the tissue type is blood, plasma, or brain." src="/images/facet_example.png" style="width:80%;max-width:1083px">
 </div>
 
 <h2>Contents</h2>
 
 <h6><a href="#quickStart">Quick Start - For those familiar with composite tracks</a></h6>
 <h6><a href="#facetedSettings">Slow Start - TrackDb Settings for Building a Faceted Composite</a></h6>
 <h6><a href="#troubleshooting">Troubleshooting</a></h6>
 
 <a id="quickStart"></a>
 <h2>Quick Start - For those familiar with composite tracks</h2>
 <p>
 The TL;DR version of this is that a faceted composite is like any other composite,
-but don't add views or subgroups.  All tracks in a mix of types live under the same
-composite parent.  The metadata file (which must be web-accessible) describes the
-facet data for the tracks.  The composite's trackDb settings must include a "primaryKey"
-setting that names one of the fields in the metadata file.  Child tracks must have
+but cannot include views or subgroups.  All subtracks in a mix of types live under the same
+parent: the composite track itself.  The metadata file (which must be web-accessible)
+describes the facet data for the tracks.  The composite's trackDb settings must include a
+"primaryKey" setting that names one of the fields in the metadata file.  Child tracks must have
 names that match "&lt;parent_name&gt;_&lt;primaryKey&gt;".<br>
 Brief example:<br>
 <b>TrackDb entries</b><br>
 <pre>
   track myComposite
   compositeTrack faceted
   metaDataUrl https://url/to/metadata.tsv
   primaryKey name
   shortLabel Blood tests
   longLabel Blood tests
 
   track myComposite_ex1
   parent myComposite
   type bigBed
   bigDataUrl https://url/to/ex1.bb
   shortLabel ex1 peaks
   longLabel ex1 Blood data peaks
 
   track myComposite_ex2
   parent myComposite
   type bigBed
   bigDataUrl https://url/to/ex2.bb
   shortLabel ex2 peaks
   longLabel ex2 Blood data peaks
 </pre>
 <b>metadata.tsv</b><br>
 <pre>
 name	collection_date	cell_type	lab
 ex1	2026-01-01	erythrocyte	Richter
 ex2	2026-01-03	erythrocyte	Helsing
 </pre>
 </p>
 
 <a id="facetedSettings"></a>
-<h2>Long Start - TrackDb Settings for Building a Faceted Composite</h2>
+<h2>Slow Start - TrackDb Settings for Building a Faceted Composite</h2>
 <p>
 This section walks through building a faceted composite from the
 ground up, starting with the bare minimum structure and adding features
 piece by piece.  By the end, you should have all of the trackDb settings
 needed to assemble a fully faceted composite track for your own data.
 </p>
 <p>
 Like any composite track, a faceted composite is built from two kinds of
 trackDb entries: a single <b>parent</b> stanza that declares the composite
 as a whole, and a collection of <b>child</b> stanzas (also called subtracks)
 that each carry the underlying data.  The parent is what users see in the
 track list on the browser gateway; opening it brings up the faceted
 interface that lets users choose which children to display.
 </p>
 <p>
 <b>The parent track</b><br>
 At its simplest, a faceted composite parent looks like this:
 <pre>
   track myComposite
   compositeTrack faceted
   shortLabel Blood tests
   longLabel Blood tests across cell types
 </pre>
 The line <code>compositeTrack faceted</code> is what tells the browser to use
 the faceted user interface rather than the traditional composite matrix.
 The <code>shortLabel</code> and <code>longLabel</code> are the names shown
 in the track list and on the configuration page.
 </p>
 <p>
 <b>The child tracks</b><br>
 Each child stanza names its parent with a <code>parent</code> line and
 points at its own data file.  A minimal pair of children for the example
 above might be:
 <pre>
   track myComposite_ex1
   parent myComposite
   type bigBed
   bigDataUrl https://url/to/ex1.bb
   shortLabel ex1 peaks
   longLabel ex1 Blood data peaks
 
   track myComposite_ex2
   parent myComposite
   type bigBed
   bigDataUrl https://url/to/ex2.bb
   shortLabel ex2 peaks
   longLabel ex2 Blood data peaks
 </pre>
 Two things worth noting.  First, unlike a traditional composite, a faceted
 composite happily mixes data types - the children don't all need to be
 bigBed, or all bigWig.  Second, each child track name follows the convention
 <code>&lt;parent_name&gt;_&lt;identifier&gt;</code>, where the identifier
 will line up with a row in the metadata file introduced below.  That naming
 convention is how the browser ties each subtrack to its metadata, so the
 match must be exact, capitalization included.
 </p>
 <p>
 With just the settings above, the composite will load and display, but it
 won't yet have any facets or filters.  The remaining sections below cover
 the trackDb settings that turn this plain composite into a fully faceted
 one.  Our <a href="trackDb/trackDbHub.html#faceted_composite">trackDb
 documentation</a> gives the full reference for each setting; what follows
 is some additional exposition.
 </p>
 <p>
 <b>view</b> and <b>subGroups</b><br>
 These settings are not used in faceted composites.  Instead, the UI for a faceted
 composite is governed by the <code>dataTypes</code> and <code>metaDataUrl</code>
 settings.  Most composite track needs can be addressed without using the
 <code>dataTypes</code> setting at all, so we are going to ignore it to start with.
 After considering an example where the <code>dataTypes</code> setting
 is not in use, we will then discuss where it might be helpful and what associated
 changes are required.
 </p><p>
 In most situations, the desired user interface for a faceted composite track
 presents a table where each row is a separate subtrack from the composite.  The
 user has full flexibility to decide which subtracks they want to see.
 Clicking on individual rows adds them to the list of displayed subtracks;
 clicking again deselects that track, removing it from the display.  Facet filters
 are provided to help narrow down the list interactively, as the list of subtracks
 is often too long to easily scroll all the way through.
 </p><p>
 <b>metaDataUrl</b><br>
 In order to set up the facets, however, the track needs to include a description
 of which facets exist and what the associated values for each track are.  This
 data comes from a separate web-accessible TSV (tab-separated value) file named
 in the <code>metaDataUrl</code> setting of the track.<br>
 Example:<br>
 <pre>
 accession	tissue	protocol	treatment	_date	__count
 SRR11111	blood	Omni-ATAC-seq	control	2026-01-01	12
 SRR11112	blood	Omni-ATAC-seq	IFNg6h	2026-01-01	31
 SRR11113	spleen	Omni-ATAC-seq	control	2024-08-21	8
 SRR11114	spleen	Omni-ATAC-seq	IFNg6h	2026-08-22	17
 </pre>
 <p>
 This data would be pasted into a file called something like "myTrackMetadata.tsv",
 and it would be added to your faceted composite by adding</p>
 <pre>
 metaDataUrl https://url/to/myTrackMetadata.tsv
 </pre>
 <p>
 to the trackDb settings for the faceted composite track.  A particular note
 about two field names in this example file.  The "date" field begins with one
 underscore, and the "count" field begins with two underscores.  These prefixes
 modify the facet interface for the track.  By default, each field apart from
 the primaryKey field will have an associated facet created for it on the page,
 and a search box will be provided in the table.  When a field name begins with
 one underscore, however, no facet will be created (a search box will still
 be provided in the table header).  When a field name begins with two underscores,
 there will be no facet for it and no search box in the table header.
 </p><p>
 <b>dataTypes</b><br>
 In the above examples, the assumption is that there is one track for each accession.
 In some situations, however, there may be multiple tracks associated with each
 accession in a formulaic way.  For example, each accession could have a raw counts
 bigWig track, a scaled counts bigWig track, and a peak calls bigBed track.
 Instead of having three entries in the table that all share the same metadata
 (one for each track), you can use the <code>dataTypes</code> setting to describe
 which data types (raw counts, scaled counts, and peaks) are available for each
 sample accession.<br>
 When this setting is used, an additional selector is placed near the top of the
 page to permit users to identify which data types they want to display.  The
 selected data types will be turned on for every selected sample in the table,
 so the interface is a bit less flexible than the plain one-row-per-track table.
 In this alternate setup, however, the one-row-per-sample arrangement can save
 significant space both in the configuration UI and in the metadata TSV file.<br>
 <em>A very important note here</em>: the rules for subtrack names change when
 the <code>dataTypes</code> setting is active.  Without dataTypes, subtrack names
 are expected to match &lt;parent track name&gt;_&lt;primary key&gt;.  An example
 of that can be seen in the quick start near the top of the page.  When
 dataTypes are used, however, then subtrack names are expected to match
 &lt;parent track name&gt;_&lt;primary key&gt;_&lt;dataType&gt;.  For example,
 if the data types "signal" and "peaks" are in use for that same quick start
 example, then the set of tracks looks like this:<br>
 <pre>
   track myComposite
   compositeTrack faceted
   metaDataUrl https://url/to/metadata.tsv
   primaryKey name
   shortLabel Blood tests
   longLabel Blood tests
   dataTypes signal peaks
 
   track myComposite_ex1_signal
   parent myComposite
   type bigWig
   bigDataUrl https://url/to/ex1.bw
   shortLabel ex1 signal
   longLabel ex1 Blood data signal
 
   track myComposite_ex1_peaks
   parent myComposite
   type bigBed
   bigDataUrl https://url/to/ex1.bb
   shortLabel ex1 peaks
   longLabel ex1 Blood data peaks
 
   track myComposite_ex2_signal
   parent myComposite
   type bigWig
   bigDataUrl https://url/to/ex2.bw
   shortLabel ex2 signal
   longLabel ex2 Blood data signal
 
   track myComposite_ex2_peaks
   parent myComposite
   type bigBed
   bigDataUrl https://url/to/ex2.bb
   shortLabel ex2 peaks
   longLabel ex2 Blood data peaks
 </pre>
 </p><p>
 <b>metadata.tsv</b><br>
 <pre>
 name	collection_date	cell_type	lab
 ex1	2026-01-01	erythrocyte	Richter
 ex2	2026-01-03	erythrocyte	Helsing
 </pre>
 </p><p>
 One other note: sometimes you may wish to have more descriptive text than just "peaks"
 or "signal" for the selector, but the better labels aren't compatible with being used
 as part of a track name (maybe because they include spaces).  This can be handled
 by specifying each data type as <code>&lt;name&gt;|"&lt;label&gt;"</code>.  The "name"
 value will be used to generate track names, while the label will be used for display.<br>
 Example:<br>
 <pre>
   dataTypes signal|"Methylation signal (scaled)" peaks|"Highly methylated regions"
 </pre>
 </p><p>
 <b>subtrackUrls</b><br>
 It can also be useful to have certain fields provide links out to external resources,
 particularly when accessions are in use.  The <code>subtrackUrls</code> setting describes
 which fields are to be used to generate links out and what the format of those URLs should be.
 Bringing back this example metadata file:<br>
 <pre>
 accession	tissue	protocol	treatment	_date	__count
 SRR11111	blood	Omni-ATAC-seq	control	2026-01-01	12
 SRR11112	blood	Omni-ATAC-seq	IFNg6h	2026-01-01	31
 SRR11113	spleen	Omni-ATAC-seq	control	2024-08-21	8
 SRR11114	spleen	Omni-ATAC-seq	IFNg6h	2026-08-22	17
 </pre>
 </p><p>
 It might be helpful to provide links out from the accession column to SRA, and the protocol
 column to a description page of the protocol.  This could be achieved by adding the following
 subtrackUrls setting to the composite's trackDb block:
 <pre>
 subtrackUrls accession=https://www.ncbi.nlm.nih.gov/sra/$$ protocol=https://www.protocols.io/view/$$
 </pre>
 </p><p>
 For each of these URLs, $$ will be replaced with the relevant value from that field (whether one
 of the SRR strings for the accession field, or "Omni-ATAC-seq" for the protocol field).
 </p><p>
 Similar to the dataTypes discussion, there is also a final note here about situations where
 you want to use one value in the URL while having another value displayed in the column.  And
 just as in that case, the solution is to use <code>&lt;value&gt;|"&lt;label&gt;"</code> in that
 field in the metadata TSV file.  The above example wouldn't quite work right because the actual
 URL for the protocol is "https://www.protocols.io/view/omni-atac-seq-improved-atac-seq-protocol-14egn94jyl5d".
 Clearly, however, we don't want to use "omni-atac-seq-improved-atac-seq-protocol-14egn94jyl5d"
 in the display for people reading through the table.  By setting up the rows like this instead,
 we maintain a clean display while providing links to the right protocol:
 <pre>
 accession	tissue	protocol	treatment	_date	__count
 SRR11111	blood	omni-atac-seq-improved-atac-seq-protocol-14egn94jyl5d|"Omni-ATAC-seq"	control	2026-01-01	12
 SRR11112	blood	omni-atac-seq-improved-atac-seq-protocol-14egn94jyl5d|"Omni-ATAC-seq"	IFNg6h	2026-01-01	31
 SRR11113	spleen	omni-atac-seq-improved-atac-seq-protocol-14egn94jyl5d|"Omni-ATAC-seq"	control	2024-08-21	8
 SRR11114	spleen	omni-atac-seq-improved-atac-seq-protocol-14egn94jyl5d|"Omni-ATAC-seq"	IFNg6h	2026-08-22	17
 </pre>
-</p<p>
+</p><p>
 
 <a id="troubleshooting"></a>
 <h2>Troubleshooting</h2>
 <p>
 The most likely place to encounter problems when building a faceted composite is a mismatch
 between the metadata TSV file and the subtrack names in the trackDb block.  Check carefully
 to ensure that the values in the primaryKey column match the names of the subtracks,
 including capitalization.  The hubCheck tool has not yet been updated to automate these
 checks, but that work is in progress.
 </p>
 
 <!--#include virtual="$ROOT/inc/gbPageEnd.html" -->