                 NCBI SOFTWARE DEVELOPMENT TOOLKIT
             National Center for Biotechnology Information
                         Bldg 38A, NIH
                       8600 Rockville Pike
                        Bethesda, MD 20894

The NCBI Software Development Toolkit was developed for the production and
distribution of GenBank, Entrez, BLAST, and related services by NCBI. We make
it freely available to the public without restriction to facilitate the
use of NCBI by the scientific community. However, please understand that
while we feel we have done a high quality job, this is not commercial software.
The documentation lags considerably behind the software and we must make any
changes required by our data production needs. Nontheless, many people have
found it a useful and stable basis for a number of tools and applications.

The toolkit is available by anonymous ftp from ftp.ncbi.nih.gov

cd toolbox
cd ncbi_tools
bin
get ncbi.tar.Z  (compressed UNIX tar file)
quit

In this same directory are also ncbiz.exe (DOS self extracting archive) and
ncbi.hqx (Mac self extracting archive). All three files contain the same
source code and will make the toolkit for all platforms.


Please feel free to email questions/suggestions to:
  toolbox@ncbi.nlm.nih.gov

If you would like hardcopy of the current documentation, send your mailing
address with your request to the email address above.

If you are considering a serious development project using this toolkit, please
contact us. We are happy to discuss compatible strategies and inform you of
our longer term plans. There is no limitation of the use of this code or in
contacting us about its use for commercial, academic, or government groups.

===========================================================================

                           Version 6.1
      the date of release may be obtained from the file ncbi/VERSION

===========================================================================

                             Summary

The procedure of building the toolkit on Unix was slightly changed.
Now there is no need to download any binary NCBI product for your
platform to obtain the platform-specific ncbi.mk file.

To build the NCBI toolkit you need to look for platform-dependent instructions:
For UNIX (including Linux and Mac OS X):
    look at the file make/readme.unx
For alternative Mac instructions (using CodeWarrior):
    look at the file make/readme.mac
For Microsoft Windows95/98/NT:
    look at the file make/readme.dos
There is some information which may be useful for NCBI tookit building
in the file doc/FAQ.txt

This release includes source code for the new (2.0.9) version of BLAST.
Look at the file doc/README.bls for more detailed documentation on
stand-alone BLAST.

The file doc/README.pbl has the information about PowerBLAST.

And the description on Integrating Matrix Profiles And Local Alignments
(IMPALA) is located in the file doc/README.imp

The file doc/sequin.htm describes the SEQUIN and its configuration.

If you have problems configuring Entrez with a firewall, look at the
file doc/firewall.txt

This file has a section called CONFIGURATION OR SETTINGS FILES,
which explains in detail how our configuration system works.  The ncbi
config file (.ncbirc on UNIX, ncbi.ini on PC/Windows, and ncbi.cnf on
Macintosh) is needed in order to find data files, such as
gc.val (the genetic code table), provided in the toolkit or with programs
like Sequin.  (The asnload files containing dynamic versions of the ASN.1
parse tables are no longer needed, since all platforms can now have large
static data.)

It has recently become possible to eliminate the need for the ncbi config
file by calling UseLocalAsnloadDataAndErrMsg () at the beginning of your
program.  This looks for the data directory in the same directory as the
running program.  If it doesn't find it, it looks up one level, in case you
are compiling programs in the build directory of the toolkit.  If it finds
the data directory in either of these places, it transiently sets the
location, so code that loads these files is given the correct path.

An even more recent change is that copies of several of our data files (gc,
seqcode, and featdef) are now built into the source code, so if the data
directory is not found, programs that require only these can still run.

One final improvement is that access to our network services is now much
simpler than before, so if you are not behind a firewall and have domain
name server (DNS) available you can connect to our network without needing
any configuration information in the ncbi config file.  Operation behind a
firewall, or with a proxy, requires very little in the ncbi config file, and
this is easily created by asking Sequin to configure for network access.

=============================================================================
                 Notes from Previous Releases
=============================================================================

=============================================================================
                           Version 6.0
      the date of release may be obtained from the file ncbi/VERSION
=============================================================================

This release includes source code for the new (2.0) version of BLAST.
Also included are a small number of incremental changes in the ASN.1
specification. 

BLAST 2.0 - BLAST 2.0 can produce gapped alignments and is capable of 
position-specific-iterated BLASTp (PSI-BLAST).  Compared to the 1.4 release of
BLAST, there are also signficant performance enhancements as well as extensive 
changes to the text report and the format of the databases.  BLAST 2.0
uses threads for multi-processing, using the NCBI threads library.
Three BLAST programs may be compiled in the demo directory.   They are:

formatdb: formats FASTA files as BLAST databases for BLAST 2.0.

blastall: perform all five flavors of blast comparison.
blastn and blastp offer fully gapped alignments.
blastx and tblastn have 'in-frame' gapped alignments and use sum
    statistics to link alignments from different frames.
tblastx provides only ungapped alignments.

blastpgp: performs gapped blastp searches and can be used to perform
iterative searches in psi-blast mode.

Additional information may be obtained from the README in the BLAST
directory of the FTP site and from the NCBI BLAST pages.

ASN.1 Spec Changes for 1997

biblio.asn
  Cit-pat - some fields made optional to allow patent applications to be legal
            Cit-pat.number OPTIONAL
            Cit-pat.date-issue OPTIONAL
    -- Patent number and date-issue were made optional in 1997 to
    --   support patent applications being issued from the USPTO
    --   Semantically a Cit-pat must have either a patent number or
    --   an application number (or both) to be valid

medline.asn
  added ML-field to support other MEDLINE line types

Medline-entry ::= SEQUENCE {
    uid INTEGER OPTIONAL ,      -- MEDLINE UID, sometimes not yet available if from PubMed
    em Date ,                   -- Entry Month
    ... (not shown)
    pmid PubMedId OPTIONAL ,               -- MEDLINE records may include the PubMedId
    pub-type SET OF VisibleString OPTIONAL, -- may show publication types (review, etc)
    mlfield SET OF Medline-field OPTIONAL }  -- additional Medline field types

Medline-field ::= SEQUENCE {
    type INTEGER {              -- Keyed type
        other (0) ,             -- look in line code
        comment (1) ,           -- comment line
        erratum (2) } ,         -- retracted, corrected, etc
    str VisibleString ,         -- the text
    ids SEQUENCE OF DocRef OPTIONAL }  -- pointers relevant to this text

DocRef ::= SEQUENCE {           -- reference to a document
    type INTEGER {
        medline (1) ,
        pubmed (2) ,
        ncbigi (3) } ,
    uid INTEGER }


seq.asn
  MolInfo.tech - added names for HTG classes already implemented
  Annotdesc.region - added seqloc. If present, all annots in this SeqAnnot
                      are within this region. Optimization on big seqs.

seqfeat.asn
  added OrgMod.specimen-voucher - new organism qualifier
  added OrgMod.old-name - used internally at NCBI
  added BioSource.is-focus - for distinguishing biological focus of
      multiple source features.
  added Seq-feat.pseudo so any feature can be flagged explicitly as
      belonging to a pseudogene
  added Seq-feat.except-text for an explanation of the exception when
      Seq-feat.except is TRUE. Currently this text is in Seq-feat.comment
      in backbone records and GBQuals in some other genbank records.



=============================================================================
                 Notes from Previous Releases
=============================================================================

                           Version 5.0

                             Summary

This release includes a small number of incremental changes in the ASN.1
specification. Most significant is the addition of the PubMedID, a
bibliographic citation identifier similar to a MEDLINE UID. PubMed is a new
citation database being developed at NCBI which is a superset of MEDLINE. It
will be an avenue by which publishers can deposit electronic versions of their
citations and abstracts to allow them timely linking to network entrez from
the publishers on-line services. PubMed will route these citations to MEDLINE
and they will appear in MEDLINE (and Entrez) after the usual MEDLINE indexing.
However, for some period of time, such articles will have only a PubMedID.
We would like to switch Entrez over to supporting PubMedIDs as early as
possible. WE STRONGLY ENCOURAGE DEVELOPERS TO RECOMPILE AND RELINK WITH THIS
VERSION OF THE TOOLKIT AS SOON AS POSSIBLE. The changes in this specification
should not cause problems with existing software, so a simple compile and
link should be enough to make you compatible. Details of ASN.1 specification
changes are listed below.

There has been considerable development of the toolkit in other aspects as
well, many of which are embodied in sequin, the new NCBI direct submission
tool, which is included in the toolkit as well. In the interest of getting the
PubMed changes into the specification and developers hands promptly, we have
not included much on that aspect of this toolkit at this time.


       Changes in the 1996 NCBI ASN.1 (version 5.0) specification

Once again, there are very few changes to the NCBI ASN.1 specification this
year.  The biggest change is the addition of the PubMed ID to support the new
NCBI PubMed database.  There are also small additions to the medline and
organism specifications, detailed below.  As usual, these changes are also
backward compatible with old data.  However, you should recompile and relink
your applications as soon as possible, since the old applications will not be
compatible with the new datatypes.

1) PubMed - NCBI is building a new citation database that is a superset of
MEDLINE and which will be linked to online journals from publishers.  The
bibliographic components of the specification have had support for PubMed IDs
added.  These include biblio.asn (objbibli.[ch]), pub.asn (objpub.[ch]),
medline.asn (objmedli.[ch]).

2) pub-type - MEDLINE includes strings indicating the type of a publication.
The medline definition has had the attribute pub-type added to support these
strings.

From the 1996 MeSH, here's the list.  

Abstract
Bibliography 
Classical Article 
Clinical Conference 
Clinical Trial 
Clinical Trial, Phase I 
Clinical Trial, Phase II 
Clinical Trial, Phase III 
Clinical Trial, Phase IV 
Comment 
Consensus Development Conference 
Consensus Development Conference, NIH 
Controlled Clinical Trial 
Corrected and Republished Article
Current Biog-Obit
Dictionary 
Directory 
Duplicate Publication
Editorial
Festschrift 
Guideline 
Historical Article
Historical Biography
Interview
Journal Article
Legal Brief
Letter
Meeting Report
Meta-Analysis
Monograph
Multicenter Study
News 
Newspaper Article
Overall
Periodical Index 
Practice Guideline 
Published Erratum 
Randomized Controlled Trial
Retracted Publication
Retraction of Publication
Review
Review Literature
Review of Reported Cases
Review, Academic
Review, Multicase
Review, Tutorial
Scientific Integrity Review
Technical Report
Twin Study

3) virion - the attribute virion has been added to BioSource.genome.  It just
complements proviral which was already there.  This will map to a /virion
qualifier in the new GenBank feature table definition.

4) division - OrgName.div now (optionally) can contain the GenBank division code
(eg.  PRI).

5) signal-peptide, transit-peptide - were added to Prot-ref, to support
annotation of protein features on the protein sequence in a way that could be
mapped to a GenBank feature table.

That's all. Relevant sections of the asn.1 specification are shown below.

================================================================================

biblio.asn


PubMedId ::= INTEGER                    -- Id from the PubMed database at NCBI

and..

    
Cit-gen ::= SEQUENCE {      -- NOT from ANSI, this is a catchall
    cit VisibleString OPTIONAL ,     -- anything, not parsable
    authors Auth-list OPTIONAL ,
    muid INTEGER OPTIONAL ,      -- medline uid
    journal Title OPTIONAL ,
    volume VisibleString OPTIONAL ,
    issue VisibleString OPTIONAL ,
    pages VisibleString OPTIONAL ,
    date Date OPTIONAL ,
    serial-number INTEGER OPTIONAL ,   -- for GenBank style references
    title VisibleString OPTIONAL ,     -- eg. cit="unpublished",title="title"
    pmid PubMedId OPTIONAL }           -- PubMed Id

pub.asn


Pub ::= CHOICE {
    gen Cit-gen ,        -- general or generic unparsed
    sub Cit-sub ,        -- submission
    medline Medline-entry ,
    muid INTEGER ,       -- medline uid
    article Cit-art ,
    journal Cit-jour ,
    book Cit-book ,
    proc Cit-proc ,      -- proceedings of a meeting
    patent Cit-pat ,
    pat-id Id-pat ,      -- identify a patent
    man Cit-let ,        -- manuscript, thesis, or letter
    equiv Pub-equiv,     -- to cite a variety of ways
    pmid PubMedId }      -- PubMedId

medline.asn

                                -- a MEDLINE or PubMed entry
Medline-entry ::= SEQUENCE {
    uid INTEGER OPTIONAL ,      -- MEDLINE UID, sometimes not yet available if 
from PubMed
    em Date ,                   -- Entry Month
    cit Cit-art ,               -- article citation
    abstract VisibleString OPTIONAL ,
    mesh SET OF Medline-mesh OPTIONAL ,
    substance SET OF Medline-rn OPTIONAL ,
    xref SET OF Medline-si OPTIONAL ,
    idnum SET OF VisibleString OPTIONAL ,  -- ID Number (grants, contracts)
    gene SET OF VisibleString OPTIONAL ,
    pmid PubMedId OPTIONAL ,               -- MEDLINE records may include 
the PubMedId
    pub-type SET OF VisibleString OPTIONAL } -- may show publication types 
(review, etc)

seqfeat.asn


OrgName ::= SEQUENCE {
    name CHOICE {
        binomial BinomialOrgName ,         -- genus/species type name
        virus VisibleString ,              -- virus names are different
        hybrid MultiOrgName ,              -- hybrid between organisms
        namedhybrid BinomialOrgName ,      -- some hybrids have genus x species 
name
        partial PartialOrgName } OPTIONAL , -- when genus not known
    attrib VisibleString OPTIONAL ,        -- attribution of name
    mod SEQUENCE OF OrgMod OPTIONAL ,
    lineage VisibleString OPTIONAL ,       -- lineage with semicolon separators
    gcode INTEGER OPTIONAL ,               -- genetic code (see CdRegion)
    mgcode INTEGER OPTIONAL ,              -- mitochondrial genetic code
    div VisibleString OPTIONAL }           -- GenBank division code

BioSource ::= SEQUENCE {
    genome INTEGER {         -- biological context
        unknown (0) ,
        genomic (1) ,
        chloroplast (2) ,
        chromoplast (3) ,
        kinetoplast (4) ,
        mitochondrion (5) ,
        plastid (6) ,
        macronuclear (7) ,
        extrachrom (8) ,
        plasmid (9) ,
        transposon (10) ,
        insertion-seq (11) ,
        cyanelle (12) ,
        proviral (13) ,
        virion (14) } DEFAULT unknown ,
    origin INTEGER {
      unknown (0) ,
      natural (1) ,                    -- normal biological entity
      natmut (2) ,                     -- naturally occurring mutant
      mut (3) ,                        -- artificially mutagenized
      artificial (4) ,                 -- artificially engineered
      synthetic (5) ,                  -- purely synthetic
      other (255) } DEFAULT unknown , 
    org Org-ref ,
    subtype SEQUENCE OF SubSource OPTIONAL }

Prot-ref ::= SEQUENCE {
    name SET OF VisibleString OPTIONAL ,      -- protein name
    desc VisibleString OPTIONAL ,      -- description (instead of name)
    ec SET OF VisibleString OPTIONAL , -- E.C. number(s)
    activity SET OF VisibleString OPTIONAL ,  -- activities
    db SET OF Dbtag OPTIONAL ,         -- ids in other dbases
    processed ENUMERATED {             -- processing status
       not-set (0) ,
       preprotein (1) ,
       mature (2) ,
       signal-peptide (3) ,
       transit-peptide (4) } DEFAULT not-set }


=============================================================================
                 Notes from Previous Releases
=============================================================================

        New Functions in Version 4.0

There are a host of new functions in this release, but as usual we have not
managed to make time to document them all. Large parts of Sequin are present
which will be announced and described more fully in the fall. However,
specific tools of immediate interest are:

blast2 - this is the long awaited BLAST client/server which permits structured
   interaction with BLAST over the internet. We have provided a basic client
   that produces the traditional blast output. In addition, the function call
   interface can be used in more elaborate clients. For more information
   contact Tom Madden, madden@ncbi.nlm.nih.gov

   WARNING!!! blast2 is the client we plan to support on the longer term.
   The blast1 client we included for those of you who wanted a head start
   will NOT be supported in future. Please shift any blast1 clients to the
   (very similar) blast2 interface as soon as possible.

sim, sim2 - protein and DNA sequence alignments in linear space. This is
   the function call interface to these valuable tools. Applications have
   been written which are available by ftp as are published papers. For more
   information contact Jinghui Zhang, zjing@ncbi.nlm.nih.gov

 


                Changes in ASN.1 spec 4.0 from 3.0


Affil - biblio.asn
  added the field "postal-code" for Zip code finally.

Contact-info - submit.asn
  added the field "contact" which is type "Author". The contact info has
  evolved into a fully structured form, so I just took Author which has
  structured names and structured address (Affil). We will eventually
  phase out all the less structured ones in Contact-info.

OrgName - sefeat.asn
  added "lineage", "gcode", "mgcode" for the lineage, genetic code, and
    mitochondrial genetic code. This is part of Org-ref, and consolidates
    all the organism info (except original SOURCE line) out of the
    GenBank block... and enables us to deliver it nicely from Taxon.

Seq-descr - seq.asn
  removed the Seq-descr "neighbors" and replaced it with "dbxref", since
    neighbors has never been used. This is used to add cross-references to
    the whole entry.

Pubdesc - seq.asn
  has an added slot, "reftype" which is an integer and is used to
   indicate the GenBank usage of a reference.

   0 - seq - applies to the sequence. This is default and they way it is
             used now.
   1 - sites - applies to (unspecified) features. Equivalent to a GenBank
             SITES feature. We could switch to this from using the
             Imp-feat we do now.
   2 - feats - applies to specific features. The idea here is provide a
             place for the full citation, so features nead only reference
             it. If now features reference it should be removed. This 
             would work for checking content when only a part of a sequence
             is copied or pasted. A "sites" ref could not have this check
             since we do not know which features it goes to.

Seq-feat - seqfeat.asn
  added a slot called "dbxref" to Seq-feat. This is a SET OF Dbtag. It will
  be for adding the new db_xref qualifiers to features. We already have some
  of these in the xref slots of Gene-ref, Prot-ref, Org-ref. It means we ahve
  to check two places in these cases. I do not want to retire the slots
  since these were meant to be used in other contexts besides features.. and
  Org-ref already is.


  added a slot called "anticodon" to the tRNA extension of the RNA feature.
  This is a Seq-loc that points to the location of the anticodon in a tRNA.
  We have been populating this data in a User-object, and will have to do
  a retro to convert it.

  EXPORTED Genetic-code


Seq-align - seqalign.asn

   added "bounds" to Seq-align so you can record the regions over which
   an alignment was computed.. not always included in the resulting alignment
   itself.

   added two new types:
   A) Packed-seg -- a denser representation from Colombe and Jinghui
   B) disc - discontinuous alignments as a SEQUENCE OF Seq-align


Seq-annot - seq.asn

   added a field to Seq-annot, Align-def, to discriminate types of
   alignment sets. This has the advantage of minimal changes as well as
   separating sets of alignments from conceptually single alignments. I am
   not sure it is necessary to distinguish "alt" from "blocks" though. Also
   it means you can attach more info, with other Seq-annot fields and/or by
   expanding the Align-def. I put in "ids" in Align-def specifically to put
   the one Seq-id that is the "master" for type "ref". I made it a SET OF
   so we could use it for other collections where we might want to list
   more than one.

   added "ids" and "locs" as allowed types within Seq-annot. This would
   enable us to pass lists like this around between tools with all the
   addtional descriptive information in Annotdesc. I know this will be
   useful.

   added "general" to Annot-id for tracking 3rd party annotations.







                         Introduction

    This distribution is release 5.0 of the NCBI core library for building
portable software, and AsnLib, a collection of routines for handling ASN.1
data and developing ASN.1 software applications.  AsnLib and the asntool
application are built using the CoreLib routines. In the \doc directory is an
MS Word file which details the information given below. It is also available
as hardcopy. See the README in \doc.

The lowest layer of code is the CoreLib.  These are multi-
platform functions for memory allocation (including byte stores), string 
manipulation, file input and output, error and general messages, and 
time and date notification.  These functions have been written only 
where we found that the existing ANSI functions were not sufficiently 
multi-platform or well- behaved among all of the platforms that we 
support.  For each platform (a combination of processor, operating 
system, compiler, and windowing system), we supply a specific ncbilcl.h 
file, which contains typedefs and defines for multi-platform symbols, 
and includes a number of standard header files.  (For example, 
ncbilcl.msw is used for the Microsoft C compiler under Microsoft Windows 
on the PC.)  Use of these symbols, and of the functions in the CoreLib, 
allow us to write multi-platform source code for a variety of disparate 
platforms.

The next layer of code is the AsnLib stream reader.  This is 
used in conjunction with a header file and a parse table loader file, 
both of which are produced by processing the formal ASN.1 specification 
with the AsnTool application. The symbolic defines in the 
header file are pointers into the parse table, in which the ASN.1 
specification is represented.  To read at the stream reader level, a 
program alternates between calls to AsnReadId and AsnReadVal.  AsnReadId 
returns a pointer into the parse table, which can be compared against 
the defines in the AsnTool-generated header.  For example, in the 
specification for MEDLINE records, the Medline-entry section has an item 
called "uid", for the unique ID of the record.  This is symbolized in 
the header file as MEDLINE_ENTRY_uid.  When AsnReadId returns this 
symbol, the program calls AsnReadVal to obtain the uid for that record. 
AsnKillValue is also needed to free any memory allocated by AsnReadVal, 
which occurs when the value is a string and not an integer.  The entire 
set of records on the Entrez CD-ROM can be read as a single stream with 
the AsnLib functions.

The ASN.1 records may be accessed at a higher level through the object 
loaders, which utilize the stream processing functions to 
load C memory structures with the contents of the ASN.1 objects. For 
each ASN.1 object we specify, we also define an equivalent C memory 
structure.  The object loader level of code contains functions to read 
and write each ASN.1 object.  These are hierarchical, as are the ASN.1 
specifications.  Calling the top level loader, SeqEntryAsnRead, will 
load an entire SeqEntry from an open AsnIo channel, and will return a 
pointer to the loaded memory structure.  The read function for an AsnIo 
channel can be swapped to refer to a normal disk file, a network socket, 
or to compressed data, which it automatically decompresses.  The object 
loader code can interconvert between the highly-branched memory object 
and a linear ASN.1 message with complete fidelity.  The object loaders 
have additional functions, including the ability to explore the 
structure and notify the program when particular data elements are 
encountered.  The entire contents of the Entrez CD-ROM can also be 
streamed through the object loaders.  However, most calls to the object 
loaders for simply reading a particular record are done via the data 
access functions (see below).

The data access functions allow a program to call the object loaders on 
a sequence or MEDLINE record given the uid of the record.  
This will get the data into memory regardless of whether the data are 
compressed on the Entrez CD-ROM or are obtained through a service over 
the Internet. This means that a detailed understanding of the files and 
formats on the Entrez disc is not needed by application programmers. The 
function to load a sequence record, SeqEntryGet, needs the uid to 
retrieve and a complexity code parameter. A sequence record is in the 
form of a NucProt set.  This contains a nucleotide (which may itself be 
composed of segments) and all of the proteins it is known to encode.  
The set of segments is called a SegSet, and the individual sequences are 
called BioSeqs.  We have taken the liberty of producing this integrated 
view, but the complexity code parameter allows the record to be easily 
loaded in a simpler, more traditional form, if desired.  The accession 
number term list is built to supply the proper uids to support this 
facility.  This access library is compatible with Entrez release 1.0 or
later only.

The sequence utilities and application programmer interface layer 
allows exploration of the loaded memory structures and 
generation of standard literature or sequence reports from those 
objects.  For example, a BioSeq can be converted to FASTA or GenBank 
flat file formats and saved to a file, and a MEDLINE record can be saved 
in MEDLARS format, which is suitable for entry into personal 
bibliographic database programs.  A sequence port can be opened that 
gives a simple, linear view of a segmented sequence, converting 
alphabets, merging exon segments, and dealing with information on both 
strands of the DNA.  This layer also includes some functions to explore 
the NucProt set.  The explore functions visit each individual BioSeq in 
the set, calling a callback function for each sequence node so that a 
program can examine feature tables and other information that are 
associated with the NucProt or SegSets or with the individual sequences.

Vibrant is a multi-platform user interface development library that runs 
on the Macintosh, Microsoft Windows on the PC, or X11 and OSF/Motif on 
UNIX and VAX computers [separate documentation].  It is used to build 
the graphical interface for the Entrez application (whose source code is 
in the browser directory). The philosophy behind Vibrant is that 
everything in the published user interface guidelines (the generic 
behavior of windows, menus, buttons, etc.), as well as positioning and 
sizing of graphical control objects, is taken care of automatically.  
The program provides callback functions that are notified when the user 
has manipulated an object. Vibrant and Entrez code are not supported, 
but are provided on an as-is basis.

The advantage of using AsnLib and the object loaders, as they are 
implemented, is that application program developers merely need to 
recompile their programs with the new (AsnTool-generated) header files 
and load the new parse tables (included with the Entrez software) in 
order to be able to read the new data.  This process is straightforward, 
and will not break existing program code.  The application is free to 
ignore new fields if it does not choose to take advantage of the new 
kinds of information.

When developing new ASN.1 specifications, as of June 1994 it is possible to
automatically generate the object loaders and header files for those
specifications, using the AsnCode utility.  For some complex ASN.1
specifications, however, AsnCode may fail to generate the correct source code.

The documentation is currently being brought up to date.  The programs 
in the demo directory are designed to teach the proper use of many of 
the functions discussed above.  Many of these programs are not yet 
documented.  The simplest is testcore.c, which tests various functions 
in the CoreLib.  The most complex is getfeat.c, which takes an accession 
number of locus name, determines the unique seq ID, retrieves the entry 
from the Entrez CD-ROM using the data access library, locates all coding 
region features using the explore functions, and prints the DNA 
sequences of all exons using sequence port functions.  If you cannot 
extract and print the doc.tar.Z file, please send an email message with 
your land mailing address and phone number to toolbox@ncbi.nlm.nih.gov, 
and we will mail a copy to you.

The contents of the ncbi directory (the highest level, containing the 
NCBI Software Development Kit source code in several subdirectories) is 
shown below.  The readme file contains instructions on copying the 
appropriate make files to be built in the build directory.  The makeall 
file copies headers to the include directory builds four libraries 
(ncbi, ncbiobj, ncbicdr and vibrant), copying them to the lib directory.  
The makedemo file builds the demo programs and the Entrez application:

  api           Application Programmer Interface, Sequence Utilities
  asn           ASN.1 specifications for publications and sequences
  asnlib        Source code for AsnLib and asntool
  asnload       AsnLib headers and dynamic parse tables (Mac and PC)
  asnstat       AsnLib headers that use static memory (UNIX and VMS)
  bin           Asntool executable copied here
  biostruc      Source code for Molecular Modelling DataBase functions
  browser       Source code for Entrez application
  build         Empty directory for building tools and libraries
  cdromlib      Access routines for data on the Entrez CD-ROM
  cn3d          Source code for Vibrant-based 3D structure viewer
  config        Configuration files for NCBI software:
    mac
    unix
    vms
    win
  corelib       Source code for NCBI Core Software Library
  data          Data files used for sequence conversion
  demo          AsnLib and sequence utility demonstration programs
  desktop       Source code for Vibrant-based viewers and editors
  doc           Documentation in Microsoft Word file
  include       Include files required by applications are copied here
  lib           Libraries copied here
  link          Contains several subdirectories with build accessory files:
    macmet        Macintosh Metrowerks/CodeWarrior
    macmpw        Macintosh MPW C
    mswin         Microsoft C and Borland C for Windows
  make          Make files for various systems
  network       Network version of data access
    apple
    blast2
    encrypt
    entrez
    netmanag
    nsclilib
  object        Functions for reading and writing complex objects
  sequin        Source code for Sequin application
  tools         Source code for alignment and other contributed utilities
  readme        File that contains important building instructions
  vibrant       Source code for Vibrant portable interface package

The platforms that are supported (as indicated by the suffix on the 
relevant ncbilcl.h file) are shown below.  Those marked with an asterisk 
(*) are available as-is:

  370*          IBM 370
  acc           SUN acc compiler
  alf           DEC Alpha under OSF/1
  aov           DEC Alpha under AXP/OpenVMS
  aux*          Macintosh A/UX
  bor           Borland for DOS
  bwn           Borland for Microsoft Windows
  ccr           CenterLine CodeCenter
  cpp           SUN C++
  cra*          Cray
  cvx*          Convex
  gcc           Gnu gcc (under SunOS, not Solaris)
  hp *          Hewlett Packard
  lna*          Linux on DEC Alpha
  lnx           Linux (RedHat Linux release 5.2 with kernel 2.0.36)
  met           Macintosh Metrowerks compiler
  mpw           Macintosh Programmer's Workshop
  msc           Microsoft C for DOS
  msw           Microsoft for Windows
  nxt*          NeXT
  r6k*          IBM RS 6000
  scr           CodeCenter under Sun Solaris
  sgi           Silicon Graphics
  sin           Sun Solaris on Intel processors
  sol           Sun Solaris (for cc and gcc)
  thc           THINK C on Macintosh
  ult           DEC ULTRIX
  vms           DEC VAX/VMS

Questions or comments can be directed to toolbox@ncbi.nlm.nih.gov.

ANSI C:

    This software requires an ANSI C compiler.  This will be no problem at
all except to people on Sun machines, where the bundled C compiler, cc, is
non-ansi.  However, you can use the Sun unbundled compiler, acc, or the Gnu
compiler, gcc (which is free) and that works just fine.  If you have written
applications on the Sun with non-ANSI functions, the ANSI compilers will
complain.  See the notes below if this is a problem.


                         Installation

To build the NCBI toolkit you need to look for platform-dependent instructions:
For UNIX:
    look at the file make/readme.unx
For Mac:
    look at the file make/readme.mac
For Microsoft Windows95/98/NT:
    look at the file make/readme.dos

There is some information which may be useful for NCBI tookit building
in the file doc/FAQ.txt

ALL -
     change to the directory above ncbi subdirectory

Unix
    tested on Sun Sparc (Solaris 2.6, Sunos 4.1.3),
    Silicon Graphics IRIX 5.* and 6.*, DEC Alpha with OSF/1 V5.1,
    Linux (Red Hat Linux release 6.2 with kernel 2.2.16) on Intel,
    Sun Solaris for Intel (Solaris 2.7).

    Run the script ncbi/make/makedis.csh keeping it's output in the
    separate file:
    for sh or bash:
        ncbi/make/makedis.csh 2>&1 | tee out.makedis.csh
    for csh or tcsh:
        ncbi/make/makedis.csh |& tee out.makedis.csh
    If that script gives you an error like this:
        Your platform is not supported.
        To port ncbi toolkit to your platform consult
        the files platform/*.ncbi.mk
    then you should check the script ncbi/make/makedis.csh and
    add proper platform-dependent ncbi.mk file in ncbi/platform
    directory.
    
    Other UNIX: AIX, ULTRIX, NeXt, Sun acc, 
          Follows models above.  Read header in makeall.unx and makedemo.unx
    for details.

    for all UNIX, edit .ncbirc as described in section "CONFIGURATION OR
    SETTINGS FILES".
    optional edit .login to "setenv NCBI=[path to .ncbirc file]"

MS-DOS
    look at the file make/readme.dos

Mac
     tested on CodeWarrior IDE 2.1, MacOS 8.0
     All - copy config:mac:ncbi.cnf to your System Folder, or to the
                 System Folder:Preferences subfolder
                 edit the "ASNLOAD" line in "ncbi.cnf" to point to the
                   ncbi:asnload directory in this release
                 edit the "DATA" line to point to the ncbi/data directory
     CodeWarrior - raise Preferred Size of Script Editor from 700 to 3000,
                     and raise Preferred Size of CodeWarrior IDE 2.1 by
                     2000 (e.g., from 8206 to 10206), using Get Info from
                     the Finder.
                   to compile for MC680x0 platform (default is PowerPC),
                     change property MASTER from "PPC" to "68K".
                   run copyhdrs.met
                   run makeall.met
                   run makenet.met
                   run makedemo.met
     Think C - no longer supported
     MPW C -   no longer supported

Changes to VMS make file naming conventions:

    The old .dcl prefix (last character is a lower case L) was changed
to .dc1 (last character is the numeral 1) to allow for different make files
for DecWindows 1.1 and DecWindows 1.2.  Several new .dc2 files were
contributed by David Mathog of CalTech.  A synopsis of his additional
instructions:

    VAX C  DecWindows 1.1        Use .dcl1 files.
    DEC C  DecWindows 1.1        Use .dcl1 files,
                                   but change cc to cc/standard=vaxc
    VAX C  DecWindows 1.2        This combination has not been tested.
    DEC C  DecWindows 1.2        Use .dcl2 files.

VMS (without Vibrant) on VAX
     $set def [ncbi.build]
     $copy [-.make]*.dc1 *.com
     $@makeall

     check ncbi.cfg as described in section "CONFIGURATION OR SETTINGS FILES".
     edit LOGIN.COM to "define NCBI [path to ncbi.cfg file]"

    To make demos:
        $@makedemo

VMS (with Vibrant) on VAX
     $set def [ncbi.build]
     $copy [-.make]*.dc1 *.com
     $@viball

     check ncbi.cfg as described in section "CONFIGURATION OR SETTINGS FILES".
     edit LOGIN.COM to "define NCBI [path to ncbi.cfg file]"

    To make demos:
        $@vibdemo

                            Testing

VMS only:  look in rundemo.dc1 in [make] to see how to give command
    line arguments.  Not all demo programs are shown. Run at least testcore.

All else:

    In build should be a program called testcore.  Type "testcore -" and
it should show you some default arguments.  Type "testcore" and it will
run through a variety of functions in CoreLib, prompting you for responses
along the way.  It should run without a crash or error report.  If you made
Vibrant versions all demos will have startup dialog boxes.  If not, they
take command line arguments.

    If testcore runs, read the documentation for CoreLib and for AsnLib. 
In the AsnLib documentation are instructions for running asntool itself.
for running a few of the demo programs.  There are a large number of demo
programs now (including Entrez itself, if you made the Vibrant versions).



CONFIGURATION OR SETTINGS FILES:

    One of the fundamental problems in writing portable software concerns
configuration issues.  Each individual user's computer will have its own
particular hardware and software environment, and each machine will have
its disk file  hierarchy set up in a unique manner.  A program that needs 
accessory information, such as help files, parse tables, or  format
converters, must be given a means of finding the data regardless of where
the user has placed the files.  The difficulty is compounded by the different
conventions for naming files and specifying paths on each class of machine.  
For example, the name of a CD-ROM on the Macintosh is fixed, determined by
information on the CD itself, whereas on the PC it is addressed by a drive
letter, which can be assigned by the user, but which cannot be reconciled
with the name the Macintosh sees.

    An associated problem is that many programs will want to allow the user
to make persistent changes to parameters.  These parameters typically involve
numbers or font specifications, but may also include paths to data files.  
Some platforms supply such configuration information in preferences files,
others in environment variables.  Manipulating these settings is platform
dependent, as is the format in which the preference is specified.

    The NCBI Software Toolkit core library addresses these problems by
providing configuration or settings files.  These are modeled after the .INI
files used by Microsoft Windows.  Settings files are plain ASCII text files
that may be edited by the user or modified by the program.  They are divided 
into sections, each of which is headed by the section name enclosed in square
brackets.  Below each section heading is a series of key=value strings, somewhat
analogous to the environment variables that are used on many platforms.

    The ncbi configuration file supplies general purpose configuration
information on paths for commonly used data files.  The typical file set up for
the Entrez application running on the PC under Microsoft Windows is shown below:

[NCBI]
ROOT=D:
ASNLOAD=C:\ENTREZ\ASNLOAD\
DATA=C:\ENTREZ\DATA

    The only section is entitled NCBI.  The ROOT entry refers to the path to
the Entrez CD-ROM.  In this example, the user has configured the machine to
use drive letter D.  (On the Macintosh, the name of the disc is SEQDATA, which
cannot be changed by the user.)  The ASNLOAD specifies the path to the ASN.1
parse tables.  These files are required by the AsnLib functions, and all
higher-level procedures that call them,  including the Object Loader, Sequence
Utility, and Data Access functions.  Files pointed to by the DATA entry contain 
information necessary to convert biomolecule sequence data into different
alphabets (e.g., unpacking the 2-bit nucleotide code stored on the Entrez CD
into standard IUPAC letters).

    Although the contents of a configuration file is similar regardless of
platform, the name of the file and its location is platform dependent.  If the
base name of the configuration file is xxx, then the actual file name is shown
below for each platform:

Macintosh                   xxx.cnf
Microsoft Windows           xxx.INI
MS-DOS (without Windows)    xxx.CFG
UNIX                        .xxxrc
VMS                         xxx.cfg

    Samples of such files are in subdirectories of \config.  The UNIX version
does not have the leading '.' in filename so you can see it. 

    The location in which these files must reside is also platform dependent,
and the functions that manipulate the contents may look in several places to
find these files.

On the Macintosh, the function first looks in the System Folder, then in the
Preferences folder within the System Folder.  (See the Mac OS X addendum in the
next paragraph).  Under Microsoft Windows, the file must be in the Windows
directory, along with all of the other .INI files.  Under DOS without Windows,
the function first looks in the current working directory, then in the directory
whose path is specified in the NCBI environment variable. Under UNIX and VMS,
the current working directory is first checked, then the user's home directory,
and finally the directory specified by the NCBI environment variable.  (Under
UNIX, when it uses the environment variable, it will check for configuration
files first without and then with the initial dot.)  On the multi- user
platforms (UNIX and VMS), the use of the NCBI environment variable allows a
common settings file to be used  as the default by multiple users.  If such a
settings file is  changed under program control, it is copied over into the
user's home directory, and the new copy is modified.  The  order of searching
for settings files ensures that this new copy is used in all subsequent
operations.

    On Mac OS X, it first looks for xxx.cnf in username/Library/Preferences,
then in package/Contents/Resources, where username is the user's home directory
and package is the application package.  If it does not find the configuration
file, it then switches to UNIX style, looking for .xxxrc in the home directory
and then in the current directory.  This way Mac OS X applications retain the
traditional Mac behavior but can also UNIX style configuration files.


contents of ASNLOAD are in ncbi/asnload
contents of DATA are in ncbi/data

Automatic Generation of code to read and write new ASN.1 messages.
(Previously, ASNCODE USAGE)

'asntool' can now generate code for use as ASN.1 readers and writers.
This functionality used to be in the program called 'asncode'.  There
is thus no longer any need for the *.l* files.  An example of how
to generate this code follows:


         asntool -m YOURSPEC.asn -G -B genYOURSPEC 

Both genYOURSPEC.h and genYOURSPEC.c will be generated.

Within asn ASN.1 definitions, types can be EXPORTed and IMPORTed.
If YOURSPEC.asn imports definitions from otherspec.asn then it has
to be added to the -m parameter as below.  Note that code is only 
generated for the first file.

        asntool -m YOURSPEC.asn,otherspec.asn -G -B  genYOURSPEC 
                                ^

Notice the lack of a blank at the caret (^), above.  This is important.


MAJOR CHANGES FROM DOCUMENTATION:

    AsnNode structures have proved to be generally useful and moved from AsnLib
to ncbimisc.  In addition, some elements of structs used in the object loaders
were called "class" to match the ASN.1 names.  Class is a C++ reserved word,
so all instances of "class" have been changed to "_class".

    To conform to our naming conventions, we have changed the names appropriately:

AsnValue = DataVal
AsnNode = ValNode
class = _class

    A global search and replace of your code with these strings (not restricted
to words... we want to change AsnNodePtr = ValNodePtr as well) should fix
any problems.  Field names within structures have not been changed.  If your
code uses only the object loaders, you may not find these strings in your
code at all.

DATA ACCESS LIBRARIES

    cdromlib contains data access routines compatible with release 1.0-6.0
of the Entrez CDROM.  The documentation for these functions are out of
date.  The routines in cdromlib have been split into entrez, sequence, and
medline access functions.  The interface you should normally program to is
defined in accentr.[ch].  The form of this calls has been changed to make
them compatible with the NCBI network server, a client/server version of
data access.  A program written to use these calls can access the the cdrom
data, the network data, a combination, or that plus a local database by just
fiddling with defines.  The form of the api for these functions has also
been changed to hide the details of storage and caching more so that the
different optimizations done to support cdrom and network access are
transparent to the application programmer.  The end user tool called
"Entrez" now uses these libraries as it's only means of data access (i.e.,
you can write an application of your own with any or all of Entrez's
functionality using just these routines).

NETWORK LIBRARIES

    The toolbox now includes NCBI "Network Services".  This includes
everything which you need to build your own "Network Entrez" client software.
The network libraries include a generic network services library (nsclilib),
which is used to contact the network services dispatcher and connect to a
desired server.  Note that some development platforms require that you obtain
a few source modules from external vendors.  Look at the README files
contained in the network directory (network/*/README) for more details.


DOCUMENTATION

    We are rewriting the documentation to conform with all the new features
contained in this software.  We will add it to the package as soon as possible.

DEMO PROGRAMS

    As in the tools, there are a number of undocumented programs in the demo
directory as well, that use a number of the utility functions in api.  There
is also a demo program called "getseq" in the cdromlib directory which
retrieves a sequence from the cdrom given any valid sequence id.  These will
be described in more detail in the next set of documentation. Briefly:

asn2ff.c      converts ASN.1 to GenBank flatfile
asn2rpt.c       converts ASN.1 to human readable report
dosimple.c      converts ASN.1 to a "simple sequence"
getseq.c        gets sequence from Entrez Cdrom using data access library,
                writes to disk
getfeat.c       ditto, but writes sequence of any CdRegion features to
                 "test.out"
getmesh.c       documented
getpub.c        documented
indexpub.c      documented
seqtest.c       reads ASN.1 sequence, converts to iupac, reports segmented
                sequences, outputs fasta format to seqtest.out
testcore.c      documented
testobj.c       tests Medline object loader, demonstrates error checking using
                NULL asnio stream.
entrez          If Vibrant is installed, the full Entrez program is made.
asndhuff        Demonstrates streaming ASN.1 data from the huffman compressed
                Entrez CDROM (only works on release 1.0 or later).
entrcmd         Standalone non-interactive tool for accessing Entrez data.
                Entrcmd is the search engine used for NCBI's Entrez WWW server.
asncode         Tool for generating object loader source code given a .l
                file which is the output of AsnTool.
cdscan         scans entrez cdrom, makes GenBank, GenPept, or FASTA format
               output. Also has a slot for a replaceable CustomRoutine
               supplied by you. Has two examples of such routines.

CALLBACK CONVENTIONS

    The CoreLib, AsnLib, and Object Loader routines have been converted to use
the LIBCALL and LIBCALLBACK symbols (FAR PASCAL) on the PC for Windows.  This will
allow us to build dynamic link libraries (DLLs) so that the code can be accessed
from languages other than C.  Callback functions you write that are of types
AsnOptFreeFunc, AsnExpOptFunc, IoFuncType, AsnReadFunc, AsnWriteFunc, and
SeqEntryFunc, should be declared using the LIBCALLBACK macro.  For example, a
callback used as an AsnOptFreeFunc should be declared as follows:

static Pointer LIBCALLBACK MyOptFreeFunc (Pointer);

The SeqEntryFunc callback used by SeqEntryExplore has not yet been modified to
use the LIBCALLBACK type.  This will be added in the near future.

