claude-scientific-skills/scientific-packages/etetoolkit/SKILL.md

---
name: etetoolkit
description: Comprehensive toolkit for phylogenetic and hierarchical tree analysis using the ETE (Environment for Tree Exploration) Python library. This skill should be used when working with phylogenetic trees, gene trees, species trees, clustering dendrograms, or any hierarchical tree structures. Applies to tasks involving tree manipulation (pruning, rerooting, format conversion), evolutionary analysis (orthology detection, duplication/speciation events), tree comparison (Robinson-Foulds distance), NCBI taxonomy integration, tree visualization (PDF, SVG, PNG output), and clustering analysis with heatmaps.
---

# ETE Toolkit Skill

## Overview

Provide comprehensive support for phylogenetic and hierarchical tree analysis using the ETE (Environment for Tree Exploration) toolkit. Enable tree manipulation, evolutionary analysis, visualization, and integration with biological databases for phylogenomic research and clustering analysis.

## Core Capabilities

### 1. Tree Manipulation and Analysis

Load, manipulate, and analyze hierarchical tree structures with support for:

- **Tree I/O**: Read and write Newick, NHX, PhyloXML, and NeXML formats
- **Tree traversal**: Navigate trees using preorder, postorder, or levelorder strategies
- **Topology modification**: Prune, root, collapse nodes, resolve polytomies
- **Distance calculations**: Compute branch lengths and topological distances between nodes
- **Tree comparison**: Calculate Robinson-Foulds distances and identify topological differences

**Common patterns:**

```python
from ete3 import Tree

# Load tree from file
tree = Tree("tree.nw", format=1)

# Basic statistics
print(f"Leaves: {len(tree)}")
print(f"Total nodes: {len(list(tree.traverse()))}")

# Prune to taxa of interest
taxa_to_keep = ["species1", "species2", "species3"]
tree.prune(taxa_to_keep, preserve_branch_length=True)

# Midpoint root
midpoint = tree.get_midpoint_outgroup()
tree.set_outgroup(midpoint)

# Save modified tree
tree.write(outfile="rooted_tree.nw")
```

Use `scripts/tree_operations.py` for command-line tree manipulation:

```bash
# Display tree statistics
python scripts/tree_operations.py stats tree.nw

# Convert format
python scripts/tree_operations.py convert tree.nw output.nw --in-format 0 --out-format 1

# Reroot tree
python scripts/tree_operations.py reroot tree.nw rooted.nw --midpoint

# Prune to specific taxa
python scripts/tree_operations.py prune tree.nw pruned.nw --keep-taxa "sp1,sp2,sp3"

# Show ASCII visualization
python scripts/tree_operations.py ascii tree.nw
```

### 2. Phylogenetic Analysis

Analyze gene trees with evolutionary event detection:

- **Sequence alignment integration**: Link trees to multiple sequence alignments (FASTA, Phylip)
- **Species naming**: Automatic or custom species extraction from gene names
- **Evolutionary events**: Detect duplication and speciation events using Species Overlap or tree reconciliation
- **Orthology detection**: Identify orthologs and paralogs based on evolutionary events
- **Gene family analysis**: Split trees by duplications, collapse lineage-specific expansions

**Workflow for gene tree analysis:**

```python
from ete3 import PhyloTree

# Load gene tree with alignment
tree = PhyloTree("gene_tree.nw", alignment="alignment.fasta")

# Set species naming function
def get_species(gene_name):
    return gene_name.split("_")[0]

tree.set_species_naming_function(get_species)

# Detect evolutionary events
events = tree.get_descendant_evol_events()

# Analyze events
for node in tree.traverse():
    if hasattr(node, "evoltype"):
        if node.evoltype == "D":
            print(f"Duplication at {node.name}")
        elif node.evoltype == "S":
            print(f"Speciation at {node.name}")

# Extract ortholog groups
ortho_groups = tree.get_speciation_trees()
for i, ortho_tree in enumerate(ortho_groups):
    ortho_tree.write(outfile=f"ortholog_group_{i}.nw")
```

**Finding orthologs and paralogs:**

```python
# Find orthologs to query gene
query = tree & "species1_gene1"

orthologs = []
paralogs = []

for event in events:
    if query in event.in_seqs:
        if event.etype == "S":
            orthologs.extend([s for s in event.out_seqs if s != query])
        elif event.etype == "D":
            paralogs.extend([s for s in event.out_seqs if s != query])
```

### 3. NCBI Taxonomy Integration

Integrate taxonomic information from NCBI Taxonomy database:

- **Database access**: Automatic download and local caching of NCBI taxonomy (~300MB)
- **Taxid/name translation**: Convert between taxonomic IDs and scientific names
- **Lineage retrieval**: Get complete evolutionary lineages
- **Taxonomy trees**: Build species trees connecting specified taxa
- **Tree annotation**: Automatically annotate trees with taxonomic information

**Building taxonomy-based trees:**

```python
from ete3 import NCBITaxa

ncbi = NCBITaxa()

# Build tree from species names
species = ["Homo sapiens", "Pan troglodytes", "Mus musculus"]
name2taxid = ncbi.get_name_translator(species)
taxids = [name2taxid[sp][0] for sp in species]

# Get minimal tree connecting taxa
tree = ncbi.get_topology(taxids)

# Annotate nodes with taxonomy info
for node in tree.traverse():
    if hasattr(node, "sci_name"):
        print(f"{node.sci_name} - Rank: {node.rank} - TaxID: {node.taxid}")
```

**Annotating existing trees:**

```python
# Get taxonomy info for tree leaves
for leaf in tree:
    species = extract_species_from_name(leaf.name)
    taxid = ncbi.get_name_translator([species])[species][0]

    # Get lineage
    lineage = ncbi.get_lineage(taxid)
    ranks = ncbi.get_rank(lineage)
    names = ncbi.get_taxid_translator(lineage)

    # Add to node
    leaf.add_feature("taxid", taxid)
    leaf.add_feature("lineage", [names[t] for t in lineage])
```

### 4. Tree Visualization

Create publication-quality tree visualizations:

- **Output formats**: PNG (raster), PDF, and SVG (vector) for publications
- **Layout modes**: Rectangular and circular tree layouts
- **Interactive GUI**: Explore trees interactively with zoom, pan, and search
- **Custom styling**: NodeStyle for node appearance (colors, shapes, sizes)
- **Faces**: Add graphical elements (text, images, charts, heatmaps) to nodes
- **Layout functions**: Dynamic styling based on node properties

**Basic visualization workflow:**

```python
from ete3 import Tree, TreeStyle, NodeStyle

tree = Tree("tree.nw")

# Configure tree style
ts = TreeStyle()
ts.show_leaf_name = True
ts.show_branch_support = True
ts.scale = 50  # pixels per branch length unit

# Style nodes
for node in tree.traverse():
    nstyle = NodeStyle()

    if node.is_leaf():
        nstyle["fgcolor"] = "blue"
        nstyle["size"] = 8
    else:
        # Color by support
        if node.support > 0.9:
            nstyle["fgcolor"] = "darkgreen"
        else:
            nstyle["fgcolor"] = "red"
        nstyle["size"] = 5

    node.set_style(nstyle)

# Render to file
tree.render("tree.pdf", tree_style=ts)
tree.render("tree.png", w=800, h=600, units="px", dpi=300)
```

Use `scripts/quick_visualize.py` for rapid visualization:

```bash
# Basic visualization
python scripts/quick_visualize.py tree.nw output.pdf

# Circular layout with custom styling
python scripts/quick_visualize.py tree.nw output.pdf --mode c --color-by-support

# High-resolution PNG
python scripts/quick_visualize.py tree.nw output.png --width 1200 --height 800 --units px --dpi 300

# Custom title and styling
python scripts/quick_visualize.py tree.nw output.pdf --title "Species Phylogeny" --show-support
```

**Advanced visualization with faces:**

```python
from ete3 import Tree, TreeStyle, TextFace, CircleFace

tree = Tree("tree.nw")

# Add features to nodes
for leaf in tree:
    leaf.add_feature("habitat", "marine" if "fish" in leaf.name else "land")

# Layout function
def layout(node):
    if node.is_leaf():
        # Add colored circle
        color = "blue" if node.habitat == "marine" else "green"
        circle = CircleFace(radius=5, color=color)
        node.add_face(circle, column=0, position="aligned")

        # Add label
        label = TextFace(node.name, fsize=10)
        node.add_face(label, column=1, position="aligned")

ts = TreeStyle()
ts.layout_fn = layout
ts.show_leaf_name = False

tree.render("annotated_tree.pdf", tree_style=ts)
```

### 5. Clustering Analysis

Analyze hierarchical clustering results with data integration:

- **ClusterTree**: Specialized class for clustering dendrograms
- **Data matrix linking**: Connect tree leaves to numerical profiles
- **Cluster metrics**: Silhouette coefficient, Dunn index, inter/intra-cluster distances
- **Validation**: Test cluster quality with different distance metrics
- **Heatmap visualization**: Display data matrices alongside trees

**Clustering workflow:**

```python
from ete3 import ClusterTree

# Load tree with data matrix
matrix = """#Names\tSample1\tSample2\tSample3
Gene1\t1.5\t2.3\t0.8
Gene2\t0.9\t1.1\t1.8
Gene3\t2.1\t2.5\t0.5"""

tree = ClusterTree("((Gene1,Gene2),Gene3);", text_array=matrix)

# Evaluate cluster quality
for node in tree.traverse():
    if not node.is_leaf():
        silhouette = node.get_silhouette()
        dunn = node.get_dunn()

        print(f"Cluster: {node.name}")
        print(f"  Silhouette: {silhouette:.3f}")
        print(f"  Dunn index: {dunn:.3f}")

# Visualize with heatmap
tree.show("heatmap")
```

### 6. Tree Comparison

Quantify topological differences between trees:

- **Robinson-Foulds distance**: Standard metric for tree comparison
- **Normalized RF**: Scale-invariant distance (0.0 to 1.0)
- **Partition analysis**: Identify unique and shared bipartitions
- **Consensus trees**: Analyze support across multiple trees
- **Batch comparison**: Compare multiple trees pairwise

**Compare two trees:**

```python
from ete3 import Tree

tree1 = Tree("tree1.nw")
tree2 = Tree("tree2.nw")

# Calculate RF distance
rf, max_rf, common_leaves, parts_t1, parts_t2 = tree1.robinson_foulds(tree2)

print(f"RF distance: {rf}/{max_rf}")
print(f"Normalized RF: {rf/max_rf:.3f}")
print(f"Common leaves: {len(common_leaves)}")

# Find unique partitions
unique_t1 = parts_t1 - parts_t2
unique_t2 = parts_t2 - parts_t1

print(f"Unique to tree1: {len(unique_t1)}")
print(f"Unique to tree2: {len(unique_t2)}")
```

**Compare multiple trees:**

```python
import numpy as np

trees = [Tree(f"tree{i}.nw") for i in range(4)]

# Create distance matrix
n = len(trees)
dist_matrix = np.zeros((n, n))

for i in range(n):
    for j in range(i+1, n):
        rf, max_rf, _, _, _ = trees[i].robinson_foulds(trees[j])
        norm_rf = rf / max_rf if max_rf > 0 else 0
        dist_matrix[i, j] = norm_rf
        dist_matrix[j, i] = norm_rf
```

## Installation and Setup

Install ETE toolkit:

```bash
# Basic installation
pip install ete3

# With external dependencies for rendering (optional but recommended)
# On macOS:
brew install qt@5

# On Ubuntu/Debian:
sudo apt-get install python3-pyqt5 python3-pyqt5.qtsvg

# For full features including GUI
pip install ete3[gui]
```

**First-time NCBI Taxonomy setup:**

The first time NCBITaxa is instantiated, it automatically downloads the NCBI taxonomy database (~300MB) to `~/.etetoolkit/taxa.sqlite`. This happens only once:

```python
from ete3 import NCBITaxa
ncbi = NCBITaxa()  # Downloads database on first run
```

Update taxonomy database:

```python
ncbi.update_taxonomy_database()  # Download latest NCBI data
```

## Common Use Cases

### Use Case 1: Phylogenomic Pipeline

Complete workflow from gene tree to ortholog identification:

```python
from ete3 import PhyloTree, NCBITaxa

# 1. Load gene tree with alignment
tree = PhyloTree("gene_tree.nw", alignment="alignment.fasta")

# 2. Configure species naming
tree.set_species_naming_function(lambda x: x.split("_")[0])

# 3. Detect evolutionary events
tree.get_descendant_evol_events()

# 4. Annotate with taxonomy
ncbi = NCBITaxa()
for leaf in tree:
    if leaf.species in species_to_taxid:
        taxid = species_to_taxid[leaf.species]
        lineage = ncbi.get_lineage(taxid)
        leaf.add_feature("lineage", lineage)

# 5. Extract ortholog groups
ortho_groups = tree.get_speciation_trees()

# 6. Save and visualize
for i, ortho in enumerate(ortho_groups):
    ortho.write(outfile=f"ortho_{i}.nw")
```

### Use Case 2: Tree Preprocessing and Formatting

Batch process trees for analysis:

```bash
# Convert format
python scripts/tree_operations.py convert input.nw output.nw --in-format 0 --out-format 1

# Root at midpoint
python scripts/tree_operations.py reroot input.nw rooted.nw --midpoint

# Prune to focal taxa
python scripts/tree_operations.py prune rooted.nw pruned.nw --keep-taxa taxa_list.txt

# Get statistics
python scripts/tree_operations.py stats pruned.nw
```

### Use Case 3: Publication-Quality Figures

Create styled visualizations:

```python
from ete3 import Tree, TreeStyle, NodeStyle, TextFace

tree = Tree("tree.nw")

# Define clade colors
clade_colors = {
    "Mammals": "red",
    "Birds": "blue",
    "Fish": "green"
}

def layout(node):
    # Highlight clades
    if node.is_leaf():
        for clade, color in clade_colors.items():
            if clade in node.name:
                nstyle = NodeStyle()
                nstyle["fgcolor"] = color
                nstyle["size"] = 8
                node.set_style(nstyle)
    else:
        # Add support values
        if node.support > 0.95:
            support = TextFace(f"{node.support:.2f}", fsize=8)
            node.add_face(support, column=0, position="branch-top")

ts = TreeStyle()
ts.layout_fn = layout
ts.show_scale = True

# Render for publication
tree.render("figure.pdf", w=200, units="mm", tree_style=ts)
tree.render("figure.svg", tree_style=ts)  # Editable vector
```

### Use Case 4: Automated Tree Analysis

Process multiple trees systematically:

```python
from ete3 import Tree
import os

input_dir = "trees"
output_dir = "processed"

for filename in os.listdir(input_dir):
    if filename.endswith(".nw"):
        tree = Tree(os.path.join(input_dir, filename))

        # Standardize: midpoint root, resolve polytomies
        midpoint = tree.get_midpoint_outgroup()
        tree.set_outgroup(midpoint)
        tree.resolve_polytomy(recursive=True)

        # Filter low support branches
        for node in tree.traverse():
            if hasattr(node, 'support') and node.support < 0.5:
                if not node.is_leaf() and not node.is_root():
                    node.delete()

        # Save processed tree
        output_file = os.path.join(output_dir, f"processed_{filename}")
        tree.write(outfile=output_file)
```

## Reference Documentation

For comprehensive API documentation, code examples, and detailed guides, refer to the following resources in the `references/` directory:

- **`api_reference.md`**: Complete API documentation for all ETE classes and methods (Tree, PhyloTree, ClusterTree, NCBITaxa), including parameters, return types, and code examples
- **`workflows.md`**: Common workflow patterns organized by task (tree operations, phylogenetic analysis, tree comparison, taxonomy integration, clustering analysis)
- **`visualization.md`**: Comprehensive visualization guide covering TreeStyle, NodeStyle, Faces, layout functions, and advanced visualization techniques

Load these references when detailed information is needed:

```python
# To use API reference
# Read references/api_reference.md for complete method signatures and parameters

# To implement workflows
# Read references/workflows.md for step-by-step workflow examples

# To create visualizations
# Read references/visualization.md for styling and rendering options
```

## Troubleshooting

**Import errors:**

```bash
# If "ModuleNotFoundError: No module named 'ete3'"
pip install ete3

# For GUI and rendering issues
pip install ete3[gui]
```

**Rendering issues:**

If `tree.render()` or `tree.show()` fails with Qt-related errors, install system dependencies:

```bash
# macOS
brew install qt@5

# Ubuntu/Debian
sudo apt-get install python3-pyqt5 python3-pyqt5.qtsvg
```

**NCBI Taxonomy database:**

If database download fails or becomes corrupted:

```python
from ete3 import NCBITaxa
ncbi = NCBITaxa()
ncbi.update_taxonomy_database()  # Redownload database
```

**Memory issues with large trees:**

For very large trees (>10,000 leaves), use iterators instead of list comprehensions:

```python
# Memory-efficient iteration
for leaf in tree.iter_leaves():
    process(leaf)

# Instead of
for leaf in tree.get_leaves():  # Loads all into memory
    process(leaf)
```

## Newick Format Reference

ETE supports multiple Newick format specifications (0-100):

- **Format 0**: Flexible with branch lengths (default)
- **Format 1**: With internal node names
- **Format 2**: With bootstrap/support values
- **Format 5**: Internal node names + branch lengths
- **Format 8**: All features (names, distances, support)
- **Format 9**: Leaf names only
- **Format 100**: Topology only

Specify format when reading/writing:

```python
tree = Tree("tree.nw", format=1)
tree.write(outfile="output.nw", format=5)
```

NHX (New Hampshire eXtended) format preserves custom features:

```python
tree.write(outfile="tree.nhx", features=["habitat", "temperature", "depth"])
```

## Best Practices

1. **Preserve branch lengths**: Use `preserve_branch_length=True` when pruning for phylogenetic analysis
2. **Cache content**: Use `get_cached_content()` for repeated access to node contents on large trees
3. **Use iterators**: Employ `iter_*` methods for memory-efficient processing of large trees
4. **Choose appropriate traversal**: Postorder for bottom-up analysis, preorder for top-down
5. **Validate monophyly**: Always check returned clade type (monophyletic/paraphyletic/polyphyletic)
6. **Vector formats for publication**: Use PDF or SVG for publication figures (scalable, editable)
7. **Interactive testing**: Use `tree.show()` to test visualizations before rendering to file
8. **PhyloTree for phylogenetics**: Use PhyloTree class for gene trees and evolutionary analysis
9. **Copy method selection**: "newick" for speed, "cpickle" for full fidelity, "deepcopy" for complex objects
10. **NCBI query caching**: Store NCBI taxonomy query results to avoid repeated database access