Object Reference 🔗

version 0.15

The Crunch REST API takes a decidedly column-oriented approach to data. A “column” is simply a sequence of values of the same type. A “variable” binds a name (and other metadata) to the column, and indeed may possess a series of columns over its lifetime as inserts and updates are made to it. A “dataset” is a set of variables. Each variable in the dataset is sorted the same way; the variables together form a relation. Reading the N’th item from each variable produces a row.

Interaction with the Crunch REST API is by variables and columns. When you add data to Crunch, you send a set of columns. When you fetch data from Crunch, you send a set of variable expressions and receive a set of columns. When you update data in Crunch, you send a set of expressions which tells Crunch how to update variables with new column data.

The Crunch API consists of just a few primitive objects, arranged differently for each request and response. Learning the basic components will help you create the most complicated queries.

Response types 🔗

Shoji entity 🔗

A Shoji entity is identified by the element key having value shoji:entity. Its principal attribute is the body key, which is an object containing the attributes that describe the entity.

Shoji catalog 🔗

A catalog is identified by its element key having value shoji:catalog with its principal attribute being index that contains an object keyed by the URLs of the entities it contains and for each key an object (tuple) with attributes from the referenced entity.

Shoji catalogs are not ordered. For its ordered representations they may provide an orders set of Shoji order resources.

Shoji view 🔗

A Shoji view is identified by its element key having value shoji:view with its principal attribute being value. This can contain any arbitrary JSON object.

Shoji order 🔗

Shoji orders are identified by the element key having a value shoji:order. Their principal attribute is the graph key which is an array containing the order of present resources.

A shoji order may be associated with a catalog. In such case it will contain a subset or totality of the entities present in the catalog. The catalog remains as the authoritative source of available entities.

Any entity not present on the order but present in the catalog may be considered to belong at the bottom of the root of the graph in an arbitrary order, or may be excluded from view.

Statistical data 🔗

Identifiers 🔗

Datasets, variables, and other resources are always identified by strings. All identifiers are case-sensitive, and may contain any unicode character, including spaces. Examples:

  • “q1”
  • “My really useful dataset”
  • “变量”

Data Values 🔗

Individual data values follow the JSON representations where possible. JSON exposes the following types: number, string, array, object, true, false, null. Crunch adds additional types with special syntax (see Types, below). Examples:

  • 13
  • 45.330495
  • “foo”
  • [3, 4, 5]
  • {“bar”: {“a”: [12.4, 89.2, 0]}}
  • true
  • null
  • “2014-03-02T14:29:59Z”

Because a single JSON type may be used to represent multiple Crunch types, you should never rely on the JSON type to interpret the class of a datum. Instead, inspect the type object (see below) to interpret the data.

Missing values 🔗

Crunch provides a robust “missing entries” system. Anywhere a (valid) data value can appear, a missing value may also appear. Missing values are represented by an object with a single “?” key. The value is a missing integer code (see Missing reasons, below). Examples:

  • {“?”: -1}
  • {“?”: 24}

Arrays 🔗

A set of data values (and/or missing values) which are of the same type can be ordered in an array. All entries in an array are of the same Crunch type.

Examples:

  • [13, 4, 5, {“?”: -2}, 7, 2]
  • [“foo”, “bar”]

Enumerations 🔗

Some arrays, rather than repeating a small set of large values, benefit from storing a small integer code instead, moving the larger values they represent into the metadata, and doing lookups when needed to encode/decode. The “categorical” type is the most common example of this: rather than store an array of large string names like [“Internet Explorer”, “Internet Explorer”, “Firefox”, …] it instead stores integer codes like: [1, 1, 2], placing the longer strings in the metadata as type.categories = [{“id”: 1, “name”: “Internet Explorer”, …}, …]. We call this encoding process enumeration, and its opposite, where the coded are re-expanded into their original values, elaboration.

Enumeration also provides the opportunity to order the possible values, as well as include potential values which do not yet exist in the data array itself.

Enumeration typically causes the volume of data to shrink dramatically, and can speed up very common operations like filtering, grouping, and almost any data transfer. Because of this, it is common to:

  • Enumerate a data array as early as possible. Indeed, when a variable can be enumerated, the fastest way to insert new data is to send the new values as the integer codes.
  • Elaborate a data array as late as possible. As long as the metadata is shipped along with the enumerated data, the transfer size and therefore time is much smaller. Many cases do not even call for a complete elaboration of the entire column.

Variable Definitions 🔗

Crunch employs a structural type system rather than a nominative one. The variable definition includes more knowledge than just the type name (numeric, text, categorical, etc); we also learn details about range, precision, missing values and reasons, order, etc. For example:

{
    "type": "categorical",
    "name": "Party ID",
    "description": "Do you consider yourself generally a Democrat, a Republican, or an Independent?",
    "categories": [
        {
            "name": "Republican",
            "numeric_value": 1,
            "id": 1,
            "missing": false
        },
        {
            "name": "Democrat",
            "numeric_value": -1,
            "id": 2,
            "missing": false
        },
        {
            "name": "Independent",
            "numeric_value": 0,
            "id": 3,
            "missing": false
        }
    ]
}

This section describes the metadata of a variable as exposed across HTTP, both expected response values and valid input values.

Variable types 🔗

The “type” of a Variable is a string which defines the superset of values from which the variable may draw. The type governs not only the set of values but also their syntax. (See below.)

The following types are defined for public use:

  • text
  • numeric
  • categorical
  • datetime
  • multiple_response
  • categorical_array

Variable names 🔗

Variables in Crunch have multiple attributes that provide identifying information: “name”, “alias”, and “description”.

name 🔗

Crunch takes a principled stand that variable “names” should be for people, not for computers.

You may be used to domains that have variable “name”, “label”, and “description”. Name is some short, unique, machine-friendlier ID like “Q2”; label is short and human-friendly, something like “Brand awareness”, and description is where you might put question wording if you have survey data. Crunch has “alias”, “name”, and “description”. What you may be used to thinking of as a variable name, we consider as an alias: something for more internal use, not something appropriate for a polished dataset ready to share with people who didn’t create the dataset (See more in the “Alias” section below). In Crunch, the variable’s “name” is what you may be used to thinking of as a label.

All variables must have a name, and these names must be unique across all variables, including “hidden” variables (see below) but excluding subvariables (see “Subvariables” below). Within an array variable, subvariable names must be unique. (You can think of subvariable names within an array as being variable_name.subvariable_name, and with that approach, all “variable names” must be unique.)

Names must be a string of length greater than zero, and any valid unicode string is allowed. See “Identifiers” above.

alias 🔗

Alias is a string identifier for variables. It must be unique across all variables, including subvariables, such that it can be used as an identifier. This is what legacy statistical software typically calls a variable name.

Aliases have several uses. Client applications, such as those exposing a scripting interface, may want to use aliases as a more machine-friendly, yet still human-readable, way of referencing variables. Aliases may also be used to help line up variables across different import batches.

When creating variables via the API, alias is not a required field; if omitted, an alias will be generated. If an alias is supplied, it must be unique across all variables, including subvariables, and the new variable request will be rejected if the alias is not unique. When data are imported from file formats that have unique variable names, those names will in many cases be used as the alias in Crunch.

description 🔗

Description is an optional string that provides more information about the variable. It is displayed in the web application on variable summary cards and with analyses.

Type-specific attributes 🔗

These attributes must be present for the specified variable types when creating a variable, but they are not defined for other types.

categories 🔗

Categorical variables must contain an array of Category objects, each of which includes:

  • id: a read-only integer identifier for the category. These correspond to the data values.
  • name: the string name which applications should use to identify the category.
  • numeric_value: the numeric value bound to each name. If no numeric value should be bound, this should be null. numeric_values need not be unique, and they may be null.
  • missing: (optional) boolean indicating whether the data corresponding to this category should be interpreted as missing.
  • selected: (optional) boolean indicating whether this category should be treated as a “true” value for logical operations. Defaults to false if omitted. Multiple response variables are essentially logical categorical arrays, and therefore must have at least one “selected” category. More than one Category may be marked “selected”.

Categories are valid if:

  • Category names are unique within the set
  • Category ids are unique within the set
  • Category ids are integers less than 2 ** 63

The order of the array defines the order of the categories, and thus the order in which aggregate data will be presented. This order can be changed by saving a reordered set of Categories.

All categorical variables must have a missing category named “No Data”; the Crunch system will add one if not supplied. The “No Data” missing category (whatever its code) will be used for default values when appending partial rows or collapsing timeseries data.

subvariables 🔗

Multiple Response and Categorical Array variables contain an array of subvariable references. In the HTTP API, these are presented as URLs. To create a variable of type “multiple_response” or “categorical_array”, you must include a “subvariables” member with an array of subvariable references. These variables will become the subvariables in the new array variable.

Like Categories, the array of subvariables within an array variable indicate the order in which they are presented; to reorder them, save a modified array of subvariable ids/urls.

subreferences 🔗

Multiple Response and Categorical Array variables contain an object of subvariable “references”: names, alias, description, etc. To create a variable of type “multiple_response” or “categorical_array” directly, you must include a “subreferences” member with an object of objects. These label the subvariables in the new array variable.

The shape of each subreferences member must contain a name and optionally an alias. Note that the subreferences is an unordered object. The order of the subvariables is read from the “subvariables” attribute.

{
    "type": "categorical_array",
    "name": "Example array",
    "categories": [
        {
            "name": "Category 1",
            "numeric_value": 1,
            "id": 1,
            "missing": false
        },
        {
            "name": "Category 2",
            "numeric_value": 0,
            "id": 2,
            "missing": false
        }
    ],
    "subvariables": [
      "/api/datasets/abcdef/variables/abc/subvariables/1/",
      "/api/datasets/abcdef/variables/abc/subvariables/2/",
      "/api/datasets/abcdef/variables/abc/subvariables/3/"
    ],
    "subreferences": {
        "/api/datasets/abcdef/variables/abc/subvariables/2/": {"name": "subvariable 2", "alias": "subvar2_alias"},
        "/api/datasets/abcdef/variables/abc/subvariables/1/": {"name": "subvariable 1"},
        "/api/datasets/abcdef/variables/abc/subvariables/3/": {"name": "subvariable 3"}
    }
}
resolution 🔗

Datetime variables must have a resolution string that indicates the unit size of the datetime data. Valid values include “Y”, “M”, “D”, “h”, “m”, “s”, and “ms”. Every datetime variable must have a resolution.

Other definition attributes 🔗

These attributes may be supplied on variable creation, and they are included in API responses unless otherwise noted.

format 🔗

An object with various members to control the display of Variable data:

  • data: An object with a “digits” member, stating how many digits to display after the decimal point.
  • summary: An object with a “digits” member, stating how many digits to display after the decimal point.
view 🔗

An object with various members to control the display of Variable data:

  • show_codes: For categorical types only. If true, numeric values are shown.
  • show_counts: If true, show counts; if false, show percents.
  • include_missing: For categorical types only. If true, include missing categories.
  • include_noneoftheabove: For multiple-response types only. If true, display a “none of the above” category in the requested summary or analysis.
  • geodata: A list of associations of a variable to Crunch geodatm entities. PATCH a variable entity amending the view.geodata in order to create, modify, or remove an association. An association is an object with required keys geodatum, feature_key, and optional match_field. The geodatum must exist; feature_key is the name of the property of each ‘feature’ in the geojson/topojson that corresponds to the match_field of the variable (perhaps a dotted string for nested properties; e.g. ”properties.postal-code”). By default, match_field is “name”: a categorical variable will match category names to the feature_key present in the given geodatum.
discarded 🔗

Discarded is a boolean value indicating whether the variable should be viewed as part of the dataset. Hiding variables by setting discarded to True is like a soft, restorable delete method.

Default is false.

private 🔗

If true, the variable will not show in the common variable catalog; instead, it will be included in the personal variables catalog.

missing_reasons 🔗

An object whose keys are reason strings and whose values are the codes used for missing entries.

Crunch allows any entry in a column to be either a valid value or a missing code. Regardless of the class, missing codes are represented in the interface as an object with a single “?” key mapped to a single missing integer code. For example, a segment of [4.56, 9.23, {“?”: -1}] includes 2 valid values and 1 missing value.

For non-categorical variables, the missing codes map to a reason phrase via this “missing reasons” type member. Users may define their own missing reasons.

The “No Data” missing reason (whatever its code) will be used for default values when appending partial rows or collapsing timeseries data. All non-categorical variables must have a “No Data” missing reason; the Crunch system will add one if not supplied.

In the above example, the code of -1 would be looked up in a missing reasons map such as:

{
    "missing reasons": {
        "No Data": -1,
        "type mismatch": -2,
        "my backup was corrupted": 1
    }
}

See the Endpoint Reference for user-defined missing reasons.

Categorical variables do not require a missing_reasons object because the categories array contains the information about missingness.

Values 🔗

When creating a new variable, one can also include a “values” member that contains the data column corresponding to the variable metadata. See Importing Data: Column-by-column. This subsection outlines how the various variable types have their values formatted both when one supplies values to add to the dataset and when one requests values from a dataset.

Text 🔗

Text values are an array of quoted strings. Missing values are indicated as {"?": <integer>}, as discussed above, and all integer missing value codes must be defined in the “missing_reasons” object of the variable’s metadata.

Numeric 🔗

A “numeric” value will always be e.g. 500 (a number, without quotes) in the JSON request and response messages, not “500” (a string, with quotes). Missing values are handled as with text variables.

Categorical 🔗

Insert an array of integers that correspond to the ids of the variable’s categories. Only integers found in the category ids are allowed. That is, you cannot insert values for which there is no category metadata. It is, however, permitted to have categories defined for which there are no values.

Datetime 🔗

Datetime input and output are in ISO-8601 formatted strings.

Arrays 🔗

Crunch supports array type variables, which contain an array of subvariables. “Multiple response” and “Categorical array” are both arrays of categorical subvariables. Subvariables do not exist as independent variables; they are exposed as “virtual” variables in some places, and can be analyzed independently, but they do not have their own type or categories.

Arrays are currently always categorical, so they send and receive data in the same format: category ids. The only difference is that regular categorical variables send and receive one id per row, where arrays send and receive a list of ids (of equal length to the number of subvariables in the array).

Variables 🔗

A complete Variable, then, is simply a Definition combined with its data array.

Expressions 🔗

Crunch expressions are used to compute on a dataset, to do nuanced selects, updates, and deletes, and to accomplish many other routine operations. Expressions are JSON objects in which each term is wrapped in an object which declares whether the term is a variable, a value, or a function, etc. While verbose, doing so allows us to be more explicit about the operations we wish to do.

Expressions generally contain references to variables, values, or columns of values, often composed in functions. The output of expressions can be other variables, values, or cube aggregations, depending on the context and expression content. Some endpoints have special semantics, but the general structure of the expressions follows the model described below.

Variable terms 🔗

Terms refer to variables when they include a “variable” member. The value is the URL for the desired variable. For example:

  • {"variable": "../variables/X/"}
  • {"variable": "https://app.crunch.io/api/datasets/48ffc3/joins/abcd/variables/Y/"}

URLs must either be absolute or relative to the URL of the current request. For example, to refer to a variable in a query at https://app.crunch.io/api/datasets/48ffc3/cube/, a variable at https://app.crunch.io/api/datasets/48ffc3/variables/9410fc/ may be referenced by its full URL or by “../variables/9410fc/”.

Value terms 🔗

Terms refer to data values when they include a “value” member. Its value is any individual data value; that is, a value that is addressable by a column and row in the dataset. For example:

  • {"value": 13}
  • {"value": [3, 4, 5]}

Note that individual values may themselves be complex arrays or objects, depending on their type. You may explicitly include a “type” member in the object, or let Crunch infer the type. One way to do this is to use the “typeof” function to indicate that the value you’re specifying corresponds to the exact type of an existing variable. See “functions” below for more details.

Column terms 🔗

Terms refer to columns (construct them, actually) when they include a “column” member. The value is an array of data values. You may include “type” and/or “references” members as well.

  • {"column": [1, 2, 3, 17]}
  • {"column": [{"?": -2}, 1, 4, 1], "type": {"class": "categorical", "categories": [...], ...}}

Function terms 🔗

Terms refer to functions (and operators) when they include a “function” member. The value is the identifier for the desired function. They parameterize the function with an “args” member, whose value is an array of terms, one for each argument. Examples:

  • {"function": "==", "args": [{"variable": "../variables/X/"}, {"value": 13}]}
  • {"function": "contains", "args": [{"variable": "../joins/abcd/variables/Y/"}, {"value": "foo"}]}

You may include a “references” member to provide a name, alias, description, etc to the output of the function.

Supported functions 🔗

Here is a list of all functions available for crunch expressions. Note that these functions can be used in conjuction to compose an expression.

Array functions 🔗
  • array Return the given Frame as an array. The type of each variable in the Frame must be close enough to form a supertype for the array.
  • get Return a subvariable from the given column.
  • subvariables Return a Frame containing subvariables of the given array.
  • tiered Return a variable formed by collapsing the given array’s subvariables in the given category tiers.
  • complete_cases Returns a logical column, with “selected” for each row where all of the input variables are valid, and “missing” where they are all missing.
Binary functions 🔗

In general, these operate only on “numeric” types.

  • + add
  • - subtract
  • * multiply
  • / div divide
  • // floor division
  • ^ power
  • % modulus
  • & bitwise and
  • | bitwise or
  • ~ invert
Logic functions 🔗

These all return a “logical” categorical column with just three categories: one is marked “selected”, one is marked “missing”, and the other is neither.

User interfaces may use the presence of a “selected” category to decide to reduce analyses to only show the “selected” category.

Any “logical” column can be used as a filter expression; rows which result in a “selected” value will match the filter, and those which are “missing” or “other” will not.

  • == equals. Exact matches will return “selected”. For non-matching values, if either input term is missing, the result is missing. Otherwise, the result is “other”.
  • != not equals. Exact matches will return “other”. For non-matching values, if either input term is missing, the result is missing. Otherwise, the result is “selected”. This is the same result as not(==).
  • =><= between
  • between between
  • < less than
  • > greater than
  • <= less than or equal
  • >= greater than or equal
  • in “selected” for each row where A is an element of array B, or a key of object B.
  • all “selected” for each row where all subvariables in a multiple_response array are selected
  • any “selected” for each row where any subvariable in a multiple_response array is selected
  • is_none_of_the_above “selected” for each row where no subvariables in a multiple_response array are selected, unless all subvariables have missing values
  • contains “selected” for each row where text value A is a substring of text value B.
  • icontains Case-insensitive version of ‘contains’
  • ~= compare against regular expression (regex)
  • and logical and. A “selected” value and “selected” results in “selected”. If either input term is missing, the result is missing. Otherwise, the result is “other”.
  • or logical or. If either input term is “selected”, the result is “selected”. A “missing” value or “missing” results in “missing”. Otherwise, the result is “other”.
  • not logical not; this is the “relative complement”–any missing values will remain missing.
  • not_selected logical not; this is the “absolute complement”–any missing values will become “selected”.
  • selected returns “selected” only for “selected” categories; “other” and “missing” values will become “other”.
  • is_valid Logical array of rows which are valid for the given column
  • is_missing Logical array of rows which are missing for the given column
  • any_missing Logical array of rows where any of the subvariables are missing
  • all_valid Logical array of rows where all of the subvariables are valid
  • all_missing Logical array of rows where all of the subvariables are missing
Selection functions 🔗
  • as_selected Return the given variable reduced to the [1, 0, -1] “logical” categories.
  • selected_array Return a bool Array from the given categorical, plus None/__none__/__any__ .
  • selected_depth Return a numeric column containing the number of selected categories in each row of the given array.
  • selections Return the given array, reduced to the [1, 0, -1] “logical” categories, plus an __any__ magic subvariable.
Miscellaneous functions 🔗
  • bin Return column’s values broken into equidistant bins.
  • case Evaluate the given conditions in order, selecting the corresponding choice.
  • cast Return a Column of column’s values cast to the given type.
  • char_length Return the length of each string (or missing reason) in the given column.
  • copy_variable Returns a copy of the column with a copy of its metadata.
  • combine_categories Return a column of categories combined according to the category_info.
  • combine_responses Combine the given categorical variables into a new one.
  • lookup Map each row of source through its keys index to a corresponding value.
  • missing Return the given column as missing for the given reason.
  • normalize Return a Column with the given values normalized so sum(c) == len(c).
  • row Return a Numeric column with row indices.
  • typeof Return (a copy of) the Type of the given column.
  • unmissing Return the given column with user missing replaced by valid values.
Date Functions 🔗
  • default_rollup_resolution default_rollup_resolution
  • datetime_to_numeric Convert the given datetime column to numeric.
  • format_datetime Convert datetime values to strings using the fmt as strftime mask.
  • numeric_to_datetime Convert the given numeric column to datetime with the given resolution.
  • parse_datetime Parse string to datetime using optional format string
  • rollup Return column’s values (which must be type datetime) into calendrical bins.
  • difftime Takes two columns as input and an optional resolution value and returns a numeric column representing the number of units diference between the two columns.
  • now Has no parameters and returns the current time on the server.
  • datetime Given a set of numeric columns: year, day, month, return a datetime variable. Optionally add hours, minutes, and seconds. Note that seconds is a floating point number with no more than 6 decimal places.
Frame Functions 🔗
  • page Return the given frame, limited/offset by the given values.
  • make_frame or select Return a frame built from the given map of variables, optionally specifying the frame’s variable order.
  • deselect Return a frame NOT including the indicated variables.
  • sheet Return the given frame, limited/offset in the number of variables.
  • dependents Return the given frame with only dependents of the given variable.
  • adapt Return the given frame adapted to the given to_key.
  • join Return a JoinedFrame from the given list of subframes.
  • find Return a Frame with those variables which match the given criteria.
  • flatten Return a frame including all variables, plus all subvariables as dotted ids.
{
  "function": "make_frame",
  "args": [
    {
      "map": {
        <destination id>: <variable expression>,
        <destination id>: <variable expression>,
        ...
      }
    },
    {"value": ["destination id 2", "destination id 1", ...]}
  ]
}
  • make_frame or select: Receives as its first argument a map expression where destination id is the ID that the mapped variable will have on the resulting frame and where variable expression` can be a reference to an existing variable from the source frame ({"variable": "source frame id"}) or a completely new variable that doesn’t exist on the source frame. An optional second argument defines the order in which variables must be arranged in the resulting frame.
{
  "function": "deselect",
  "args": [{
    "map": {
      <source frame id>: {variable: <source frame id>},
      <source frame id>: {variable: <source frame id>},
      ...
    }
  }]

}
  • deselect: Same as select but will exclude the passed variable IDs from the source frame.
Measures Functions 🔗
  • cube_count
  • cube_distinct_count
  • cube_max A measure which returns the maximum value in a column.
  • cube_mean
  • cube_min A measure which returns the minimum value in a column.
  • cube_missing_frequencies Return an object with parallel ‘code’ and ‘count’ arrays.
  • cube_quantile
  • cube_stddev A measure which returns the standard deviation value in a column.
  • cube_sum
  • cube_valid_count
  • cube_weighted_max
  • cube_weighted_min
  • top Return the given (1D/1M) cube, filtered to its top N members.
Cube Functions 🔗
  • autocube Return a cube crossing A by B (which may be None).
  • autofreq Return a cube of frequencies for A.
  • cube Return a Cube instance from the given arguments.
  • each Yield one expression result per item in the given iterable.
  • multitable Return cubes for each target variable crossed by None + each template variable.
  • transpose Transpose the given cube, rearranging its (0-based) axes to the given order.
  • stack Return a cube of 1 more dimension formed by stacking the given array.

Filter terms 🔗

Terms that refer to filters entities by URL are shorthand for the logical expression stored in the entity. So, {"filter": "../filters/59fc4d/"} yields the Crunch expression contained in the Filter entity’s “expression” attribute. Filter terms can be combined together with other expressions as well. For example, {"function": "and", "args": [{"filter": "../filters/59fc4d/"}, {"function": "==", "args": [{"variable": "../variables/X/"}, {"value": 13}]}]} would “and” together the logical expression in filter 59fc4d with the X == 13 expression.

Documents 🔗

Shoji 🔗

Most representations returned from the API are Shoji Documents. Shoji is a media type designed to foster scalable API’s. Shoji is built with JSON, so any JSON parser should be able to at least deserialize Shoji documents. Shoji adds four document types: Entity, Catalog, View, and Order.

Entity 🔗

Anything that can be thought of as “a thing by itself” will probably be represented by a Shoji Entity Document. Entities possess a “body” member: a JSON object where each key/value pair is an attribute name and value. For example:

{
    "element": "shoji:entity",
    "self": "https://.../api/users/1/",
    "description": "Details for a User.",
    "specification": "https://.../api/specifications/users/",
    "fragments": {
        "address": "address/"
    },
    "body": {
        "first_name": "Genghis",
        "last_name": "Khan"
    }
}

In general, an HTTP GET to the “self” URL will return the document, and a PUT of the same will update it. PUT should not be used for partial updates–use PATCH for that instead. In general, each member included in the “body” of a PATCH message will replace the current representation; attributes not included will not be altered. There is no facility to remove an attribute from an Entity.body via PATCH. In some cases, however, even finer-grained control is possible via PATCH; see the Endpoint Reference for details.

Catalog 🔗

Catalogs collect or contain entities. They act as an index to a collection, and indeed possess an “index” member for this:

{
    "element": "shoji:catalog",
    "self": "https://.../api/users/",
    "description": "A list of all the users.",
    "specification": "https://.../api/specifications/users/",
    "orders": {
        "default": "default_order/"
    },
    "index": {
        "2/": {"active": true},
        "1/": {"active": false},
        "4/": {"active": true},
        "3/": {"active": true}
    }
}

Each key in the index is a URL (possibly relative to “self”) which refers to a different resource. Often, these are Shoji Entity documents, but not always. The index also allows some attributes to be published as a set, rather than in each individual Entity. This allows clients to act on the collection as a whole, such as when rendering a list of references from which the user might select one entity.

In general, an HTTP GET to the “self” URL will return the document, and a PUT of the same will update it. Many catalogs allow POST to add a new entity to the collection. PUT should not be used for partial updates–use PATCH for that instead. In general, each member included in the “index” of a PATCH message will replace the current representation; tuples not included will not be altered. Tuples included in a PATCH which are not present in the server’s current representation of the index may be added; it is up to each resource whether to support (and document!) this approach or prefer POST to add entities to the collection. In general, catalogs that contain entities get new entities created by POST, while catalogs that collect entities that are contained by other catalogs (e.g. a catalog of users who have permissions on a dataset) will have entities added by PATCH.

Similarly, removing entities from catalogs is supported in one of two ways, typically varying by catalog type. For catalogs that contain entities, entities are removed only by DELETE on the entity’s URL (its key in the Catalog.index). In contrast, for catalogs that collect entities, entities are removed by PATCHing the catalog with a null tuple. This removes the entity from the catalog but does not delete the entity (which is contained by a different catalog). T

View 🔗

Views cut across entities. They can publish nearly any arrangement of data, and are especially good for exposing arrays of arrays and the like. In general, a Shoji View is read-only, and only a GET will be successful.

Order 🔗

Orders can arrange any set of strings into an arbitrarily-nested tree; most often, they are used to provide one or more orderings of a Catalog’s index. For example, each user may have their own ordering for an index of variables; the same URL’s from the index keys are arranged in the Order. Given the Catalog above, for example, we might produce an Order like:

{
    "element": "shoji:order",
    "self": "https://.../api/users/order/",
    "graph": [
        "2/",
        {"group A": ["1/", "3/", "2/"]},
        {"group B": ["4/"]}
    ]
}

This represents the tree:

 /  |  \
2  {A} {B}
  / | \  \
 1  3  2  4

The Order object itself allows lots of flexibility. Each of the following decisions are up to the API endpoint to constrain or not as it sees fit (see the Endpoint Reference for these details):

  • Not every string in the original set has to be present, allowing partial orders.
  • Strings from the original set which are not mentioned may be ignored, or default to an “ungrouped” group, or other behaviors as each application sees fit.
  • Groups may contain member strings and other groups interleaved (but still ordered).
  • Groups may exist without any members.
  • Members may appear in more than one group.
  • Group names may be repeated at different points within the tree.
  • Group member arrays, although represented in a JSON array, may be declared to be non-strict in their order (that is, the array should be treated more like an unordered set).

Crunch Objects 🔗

Most of the other representations returned from the API are Crunch Objects. They are built with JSON, so any JSON parser should be able to at least deserialize Crunch documents. Crunch adds two document types: Table and Cube.

Table 🔗

Tables collect columns of data and (optionally) their metadata into two-dimensional relations.

{
    "element": "crunch:table",
    "self": "https://.../api/datasets/.../table/?limit=7",
    "description": "The data belonging to this Dataset.",
    "metadata": {
        "1ef0455": {"name": "Education", "type": "categorical", "categories": [...], ...},
        "588392a": {"name": "Favorite color", "type": "text", ...}
    },
    "data": {
        "1ef0455": [6, 4, 7, 7, 3, 2, 1],
        "588392a": ["green", "red", "blue", "Red", "RED", "pink", " red"]
    }
}

Each key in the “data” member is a variable identifier, and its corresponding value is a column of Crunch data values. The data values in a given column are homogeneous, but across columns they are heterogeneous. The lengths of all columns MUST be the same. The “metadata” member is optional; if given, it MUST contain matching keys that correspond to variable definitions.

Like any JSON object, the “data” and “metadata” objects are explicitly unordered. When supplying a crunch:table, such as when POST’ing to datasets/ to create a new dataset, you must supply an Order if you want an explicit variable order.

Table for POST 🔗

The shape of crunch:table``s is slightly different from what one would ``GET from the dataset/{id}/table/ endpoint. The major differences are:

  • Variables are keyed by alias instead of by id or URL
  • Array subvariables are a list, not a keyed object (and the list contains information about the subreference in the form {"alias": "subvar_alias", "name": "Subvariable name", ...})

The following is an example payload that includes each variable type that Crunch has. POST this to datasets/ will create an empty dataset with these variables as specified.

{
    "element": "shoji:entity",
    "body": {
        "name": "A dataset for demoing crunch:table",
        "description": "A set of a number of different variable types to show how to create crunch:table",
        "table": {
            "element": "crunch:table",
            "metadata": {
                "food_groups": {
                    "alias": "food_groups",
                    "name": "Food groups",
                    "type": "categorical",
                    "notes": "A categorical variable where the missing categories are interspersed throughout the non-missing categories",
                    "description": "Four of the five USDA food groups",
                    "categories": [
                        {
                            "numeric_value": 0,
                            "id": 0,
                            "name": "Vegetables",
                            "missing": false
                        },
                        {
                            "numeric_value": 32766,
                            "id": 32766,
                            "name": "Don't know",
                            "missing": true
                        },
                        {
                            "numeric_value": 2,
                            "id": 2,
                            "name": "Fruit",
                            "missing": false
                        },
                        {
                            "numeric_value": 5,
                            "id": 5,
                            "name": "Grain",
                            "missing": false
                        },
                        {
                            "numeric_value": null,
                            "id": -1,
                            "name": "No Data",
                            "missing": true
                        },
                        {
                            "numeric_value": 4,
                            "id": 4,
                            "name": "Meat",
                            "missing": false
                        },
                        {
                            "numeric_value": 32767,
                            "id": 32767,
                            "name": "Not asked",
                            "missing": true
                        }
                    ]
                },
                "abolitionists": {
                    "description": "Do you have a favorable or an unfavorable opinion of the following:",
                    "name": "Abolitionists",
                    "notes": "A categorical array variable, where one item has no responses",
                    "alias": "abolitionists",
                    "type": "categorical_array",
                    "subvariables": [
                        {
                            "alias": "brown",
                            "name": "John Brown"
                        },
                        {
                            "alias": "douglass",
                            "name": "Frederick Douglass"
                        }
                    ],
                    "categories": [
                        {
                            "numeric_value": 0,
                            "selected": false,
                            "id": 0,
                            "missing": false,
                            "name": "Very favorable"
                        },
                        {
                            "numeric_value": 2,
                            "selected": false,
                            "id": 2,
                            "missing": false,
                            "name": "Somewhat favorable"
                        },
                        {
                            "numeric_value": 3,
                            "selected": false,
                            "id": 3,
                            "missing": false,
                            "name": "Somewhat unfavorable"
                        },
                        {
                            "numeric_value": 4,
                            "selected": false,
                            "id": 4,
                            "missing": false,
                            "name": "Very unfavorable"
                        },
                        {
                            "numeric_value": 5,
                            "selected": false,
                            "id": 5,
                            "missing": false,
                            "name": "Don't know"
                        },
                        {
                            "numeric_value": 32766,
                            "selected": false,
                            "id": 32766,
                            "missing": true,
                            "name": "skipped"
                        },
                        {
                            "numeric_value": 32767,
                            "selected": false,
                            "id": 32767,
                            "missing": true,
                            "name": "not asked"
                        },
                        {
                            "numeric_value": null,
                            "selected": false,
                            "id": -1,
                            "missing": true,
                            "name": "No Data"
                        }
                    ]
                },
                "nordics": {
                    "description": "Which of the following Nordic countries have you visited? (select all that apply)",
                    "uniform_basis": false,
                    "name": "Nordic countries",
                    "notes": "A multiple response variable",
                    "alias": "nordics",
                    "type": "multiple_response",
                    "subvariables": [
                        {
                            "alias": "se",
                            "name": "Sweden"
                        },
                        {
                            "alias": "fi",
                            "name": "Finland"
                        },
                        {
                            "alias": "dk",
                            "name": "Denmark"
                        },
                        {
                            "alias": "no",
                            "name": "Norway"
                        },
                        {
                            "alias": "is",
                            "name": "Iceland"
                        }
                    ],
                    "categories": [
                        {
                            "numeric_value": 1,
                            "selected": true,
                            "id": 1,
                            "missing": false,
                            "name": "selected"
                        },
                        {
                            "numeric_value": 2,
                            "missing": false,
                            "id": 2,
                            "name": "not selected"
                        },
                        {
                            "numeric_value": 32766,
                            "missing": true,
                            "id": 32766,
                            "name": "skipped"
                        },
                        {
                            "numeric_value": 32767,
                            "missing": true,
                            "id": 32767,
                            "name": "not asked"
                        },
                        {
                            "numeric_value": null,
                            "missing": true,
                            "id": -1,
                            "name": "No Data"
                        }
                    ]
                },
                "age": {
                    "alias": "age",
                    "name": "age",
                    "type": "numeric",
                    "notes": "",
                    "description": "Age — with a missing rule that people over 80 are marked as missing.",
                    "missing_reasons": {
                        "No Data": -1,
                        "over 80": 1
                    },
                    "missing_rules": {
                        "over 80": {
                            "range": [
                                80,
                                150
                            ],
                            "inclusive": [
                                false,
                                false
                            ]
                        }
                    }
                },
                "endtime": {
                    "alias": "endtime",
                    "resolution": "s",
                    "name": "endtime",
                    "type": "datetime",
                    "notes": "",
                    "description": "Questionnaire End Time",
                    "missing_reasons": {
                        "No Data": -1
                    }
                },
                "weight": {
                    "alias": "weight",
                    "name": "weight",
                    "type": "numeric",
                    "notes": "",
                    "description": "weight",
                    "missing_reasons": {
                        "No Data": -1
                    }
                },
                "identity_text": {
                    "alias": "identity_text",
                    "name": "identity (text)",
                    "type": "text",
                    "notes": "",
                    "description": "Identity",
                    "missing_reasons": {
                        "No Data": -1
                    }
                },
                "long_pastas": {
                    "alias": "long_pastas",
                    "name": "Long pasta",
                    "type": "categorical",
                    "notes": "",
                    "description": "Is the pasta a long one?",
                    "categories": [
                        {
                            "numeric_value": 1,
                            "selected": true,
                            "id": 1,
                            "missing": false,
                            "name": "Long"
                        },
                        {
                            "numeric_value": 0,
                            "id": 0,
                            "name": "Not long",
                            "missing": false
                        },
                        {
                            "numeric_value": null,
                            "id": -1,
                            "name": "No Data",
                            "missing": true
                        }
                    ]
                }
            },
            "order": [
                "food_groups",
                "abolitionists",
                "nordics",
                "age",
                "endtime",
                "weight",
                "identity_text",
                "long_pastas"
            ]
        }
    }
}
Variable by variable 🔗

Each variable type that Crunch supports is included in the example above. Now, we step through each type, with some other options available. For each variable, name and type are required, other attributes (e.g. notes description ) are optional and can be left off if they aren’t being set. If you supply an alias it must be consistent (the same) with the key for that variable. For more information about what attributes are possible in each variable see the Variable Definitions section and the Variables endpoint.

Categorical

Each categorical must include a list of categories in its categories key. For each category: name and id are required, missing will default to true and numeric_value to null if they are not included. If you would like to specify missing (or a non-null numeric value), include them in the payload (see the snippet below for examples).

"food_groups": {
    "alias": "food_groups",
    "name": "Food groups",
    "type": "categorical",
    "notes": "A categorical variable where the missing categories are interspersed throughout the non-missing categories",
    "description": "Four of the five USDA food groups",
    "categories": [
        {
            "numeric_value": 0,
            "id": 0,
            "name": "Vegetables",
            "missing": false
        },
        {
            "numeric_value": 32766,
            "id": 32766,
            "name": "Don't know",
            "missing": true
        },
        {
            "numeric_value": 2,
            "id": 2,
            "name": "Fruit",
            "missing": false
        },
        {
            "numeric_value": 5,
            "id": 5,
            "name": "Grain",
            "missing": false
        },
        {
            "numeric_value": null,
            "id": -1,
            "name": "No Data",
            "missing": true
        },
        {
            "numeric_value": 4,
            "id": 4,
            "name": "Meat",
            "missing": false
        },
        {
            "numeric_value": 32767,
            "id": 32767,
            "name": "Not asked",
            "missing": true
        }
    ]
}

Numeric

Numeric variables can include missing missing reasons and missing rules. See the missing reasons section for more information about missing reasons and missing rules.

"age": {
    "alias": "age",
    "name": "age",
    "type": "numeric",
    "notes": "",
    "description": "Age — with a missing rule that people over 80 are marked as missing.",
    "missing_reasons": {
        "No Data": -1,
        "over 80": 1
    },
    "missing_rules": {
        "over 80": {
            "range": [
                80,
                150
            ],
            "inclusive": [
                false,
                false
            ]
        }
    }
}

Text

"identity_text": {
    "alias": "identity_text",
    "name": "identity (text)",
    "type": "text",
    "notes": "",
    "description": "Identity",
    "missing_reasons": {
        "No Data": -1
    }
}

Datetime

"endtime": {
    "alias": "endtime",
    "resolution": "s",
    "name": "endtime",
    "type": "datetime",
    "notes": "",
    "description": "Questionnaire End Time",
    "missing_reasons": {
        "No Data": -1
    }
}

Logical

Logical variables (aka 3-value-logic) variables are similar to categorical variables, with the exception that (at least) one of their categories has the "selected" = true attribute.

   "long_pastas": {
       "alias": "long_pastas",
       "name": "Long pasta",
       "type": "categorical",
       "notes": "",
       "description": "Is the pasta a long one?",
       "categories": [
           {
               "numeric_value": 1,
               "selected": true,
               "id": 1,
               "missing": false,
               "name": "Long"
           },
           {
               "numeric_value": 0,
               "id": 0,
               "name": "Not long",
               "missing": false
           },
           {
               "numeric_value": null,
               "id": -1,
               "name": "No Data",
               "missing": true
           }
       ]
   }
}

Categorical Array

Categorical arrays have categories just like a categorical, but additionally have a subvariables key with the names and aliases of each of the items/subvariables.

"abolitionists": {
    "description": "Do you have a favorable or an unfavorable opinion of the following:",
    "name": "Abolitionists",
    "notes": "A categorical array variable, where one item has no responses",
    "alias": "abolitionists",
    "type": "categorical_array",
    "subvariables": [
        {
            "alias": "brown",
            "name": "John Brown"
        },
        {
            "alias": "douglass",
            "name": "Frederick Douglass"
        }
    ],
    "categories": [
        {
            "numeric_value": 0,
            "selected": false,
            "id": 0,
            "missing": false,
            "name": "Very favorable"
        },
        {
            "numeric_value": 2,
            "selected": false,
            "id": 2,
            "missing": false,
            "name": "Somewhat favorable"
        },
        {
            "numeric_value": 3,
            "selected": false,
            "id": 3,
            "missing": false,
            "name": "Somewhat unfavorable"
        },
        {
            "numeric_value": 4,
            "selected": false,
            "id": 4,
            "missing": false,
            "name": "Very unfavorable"
        },
        {
            "numeric_value": 5,
            "selected": false,
            "id": 5,
            "missing": false,
            "name": "Don't know"
        },
        {
            "numeric_value": 32766,
            "selected": false,
            "id": 32766,
            "missing": true,
            "name": "skipped"
        },
        {
            "numeric_value": 32767,
            "selected": false,
            "id": 32767,
            "missing": true,
            "name": "not asked"
        },
        {
            "numeric_value": null,
            "selected": false,
            "id": -1,
            "missing": true,
            "name": "No Data"
        }
    ]
}

Multiple Response

Multiple response variables are very similar to categorical array variables above, the main differnece being that (at least) one of the categories has the attribute "selected": true .

"nordics": {
    "description": "Which of the following Nordic countries have you visited? (select all that apply)",
    "uniform_basis": false,
    "name": "Nordic countries",
    "notes": "A multiple response variable",
    "alias": "nordics",
    "type": "multiple_response",
    "subvariables": [
        {
            "alias": "se",
            "name": "Sweden"
        },
        {
            "alias": "fi",
            "name": "Finland"
        },
        {
            "alias": "dk",
            "name": "Denmark"
        },
        {
            "alias": "no",
            "name": "Norway"
        },
        {
            "alias": "is",
            "name": "Iceland"
        }
    ],
    "categories": [
        {
            "numeric_value": 1,
            "selected": true,
            "id": 1,
            "missing": false,
            "name": "selected"
        },
        {
            "numeric_value": 2,
            "missing": false,
            "id": 2,
            "name": "not selected"
        },
        {
            "numeric_value": 32766,
            "missing": true,
            "id": 32766,
            "name": "skipped"
        },
        {
            "numeric_value": 32767,
            "missing": true,
            "id": 32767,
            "name": "not asked"
        },
        {
            "numeric_value": null,
            "missing": true,
            "id": -1,
            "name": "No Data"
        }
    ]
}

Cube 🔗

Cubes have both input and output formats. The “crunch:cube” element is used for the output only.

Cube input 🔗

The input format may vary slightly according to the API endpoint (since some parameters may be inherent in the particular resource), but involves the same basic ingredients.

Example:

{
    "dimensions": [
        {"variable": "datasets/ab8832/variables/3ffd45/"},
        {"function": "+", "args": [{"variable": "datasets/ab8832/variables/2098f1/"}, {"value": 5}]}
    ],
    "measures": {
        "count": {"function": "cube_count", "args": []}
    }
}

dimensions

An array of input expressions. Each expression contributes one dimension to the output cube. The only exception is when a dimension results in a boolean (true/false) column, in which case the data are filtered by it as a mask instead of adding a dimension to the output.

When a dimension is added, the resulting axis consists of distinct values rather than all values. Variables which are already “categorical” or “enumerated” will simply use their “categories” or “elements” as the extent. Other variables form their extents from their distinct values.

measures

A set of cube functions to populate each cell of the cube. You can request multiple functions over the same dimensions (such as “cube_mean” and “cube_stddev”) or more commonly just one (like “cube_count”). Each member MUST be a ZZ9 cube function designed for the purpose. See ZZ9 User Guide:Cube Functions for a list of such functions and their arguments.

filters

An array containing references to filters that need to be applied to the dataset before starting the cube calculations. It can be an empty array or null, in which case no filtering will be applied.

weight

A reference to a variable to be used as the weight on all cube operations.

Cube output 🔗

Cubes collect columns of measure data in an arbitrary number of dimensions. Multiple measures in the same cube share dimensions, effectively overlaying each other. For example, a cube might contain a “count” measure and a “mean” measure with the same shape:

{
    "element": "crunch:cube",
    "n": 210,
    "missing": 12,
    "dimensions": [
        {"references": {"name": "A", ...}, "type": {"class": "categorical", "categories": [{"id": 1, ...}, {"id": 2, ...}, {"id": 3, ...}]}},
        {"references": {"name": "B", ...}, "type": {"class": "categorical", "categories": [{"id": 11, ...}, {"id": 12, ...}]}}
    ],
    "measures": {
        "count": {
            "metadata": {"references": {}, "type": {"class": "numeric", "integer": true, ...}},
            "data": [10, 20, 30, 40, 50, 60],
            "n_missing": 12
        },
        "mean": {
            "metadata": {"references": {}, "type": {"class": "numeric", ...}},
            "data": [3.5, 17.8, 9.9, 7.32, 0, 23.4],
            "n_missing": 12
        }
    },
    "margins": {
        "data": [210],
        "0": {"data": [30, 70, 110]},
        "1": {"data": [90, 120]}
    }
}

dimensions

The “dimensions” member is the most straightforward: an array of variable Definition objects. Each one defines an axis of the cube’s output. This may be different from the input dimensions’ definitions. For example, when counting numeric variables, the input dimension might be an expression involving the bin builtin function. Even though the input variable is of type “numeric”, the output dimension would be of type “enum” .

n

The number of rows considered for all measures.

measures

The “measures” member includes one object for each measure. The “metadata” member of each tells you the name, type and other definitions of the measure. The “data” member of each is a flattened array of values for that measure; the dimensions stride into that array in order, with the last dimension varying the fastest. In the example above, the first dimension (“A”) has 3 categories, while “B” has 2; therefore, the “flat” array [10, 20, 30, 40, 50, 60] for the “count” measure is interpreted as the “unflattened” array [[10, 20], [30, 40], [50, 60]]. Graphically:

  B:11 B:12
A:1 10 20
A:2 30 40
A:3 50 60

This is known in NumPy and other domains as “C order” (versus “Fortran order” which would be interpreted as [[10, 30, 50], [20, 40, 60]] instead).

n_missing

The number of rows that are missing for this measure. Because different measures may have different inputs (the column to take the mean of, for example, or weighted versus unweighted), this number may vary from one measure to another even though the total “n” is the same for all.

margins

The “margins” member is optional. When present, it is a tree of nested margins with one level of depth for each dimension. At the top, we always include the “grand total” for all dimensions. Then, we include a branch for each axis we “unroll”. So, for example, for a 3-dimensional cube of X, Y, and Z, the margins member might contain:

{
"margins": {
    "data": [4526],
    "0": {
        "data": [1755, 2771],
        "1": {"data": [
            [601, 370, 322, 269, 147, 46],
            [332, 215, 596, 523, 437, 668]
        ]},
        "2": {"data": [[1198, 557], [1493, 1278]]}
    },
    "1": {
        "data": [933, 585, 918, 792, 584, 714],
        "0": {"data": [
            [601, 370, 322, 269, 147, 46],
            [332, 215, 596, 523, 437, 668]
        ]},
        "2": {"data": [
            [825, 108], [560, 25], [325, 593],
            [417, 375], [191, 393], [373, 341]
        ]}
    },
    "2": {
        "data": [2691, 1835],
        "0": {"data": [[1198, 557], [1493, 1278]]},
        "1": {"data": [
            [825, 108], [560, 25], [325, 593],
            [417, 375], [191, 393], [373, 341]
        ]}
    }
}

Again, each branch in the tree is an axis we “unroll” from the grand total. So margins[0][2] contains the margin where X (axis 0) and Z (axis 2) are unrolled, and only Y (axis 1) is still “rolled up”.