---
title: "Complete Pupillometry Pipeline Walkthrough"
output: rmarkdown::html_vignette
vignette: >
  %\VignetteIndexEntry{Complete Pupillometry Pipeline Walkthrough}
  %\VignetteEngine{knitr::rmarkdown}
  %\VignetteEncoding{UTF-8}
---

<style>
img:not(.logo) {
  background-color: white;
}
</style>

```{r, include = FALSE}
knitr::opts_chunk$set(
  collapse = TRUE,
  comment = "#>",
  fig.width = 7,
  fig.height = 5,
  fig.dpi = 300
)
```

## 📦 Introduction

This vignette will walk you through the basics of getting started with the
`eyeris` package to preprocess your (eyelink) pupillometry data from start to finish.
Here, we'll walk through loading in the raw data, preprocessing, and quality
control in a step-by-step manner. 

We will specifically focus on demonstrating the
`eyeris::glassbox()` function, which we built to streamline, in part, the process
of collecting and preprocessing any freshly collected **raw** pupillometry dataset
within minutes to assess the quality of those data while simultaneously running
a full preprocessing pipeline in _1-to-2-ish_ lines of code.

## 🔎 The Glass Box Function

Our `glassbox` function -- in contrast to a "black box" function where you run it
and obtain a result with little-to-no idea as to how you got from raw input to
cleaned output -- provides a highly opinionated prescription of steps and starting
parameters we (computational neuroscientists and signal processing experts at 
the Stanford Memory Lab) strongly believe any pupillometry researcher should use
as their default starting point when preprocessing any set of pupillometry data.

**We recommend starting out with the `glassbox` function to (ideally) reduce the**
**probability of accidental mishaps when "reimplementing" the individual steps**
**that make up the preprocessing pipeline both within _and_ across projects.**

Moreover, the `glassbox` function provides an "interactive" framework where you 
can evaluate the consequences of the parameters used within each step on your data in real time, therefore facilitating a fairly easy-to-use workflow for parameter optimization
on your particular dataset. 

In essence, this _interactive_ process takes each
opinionated step and allows you to see both pre and post timeseries plots so you
can adjust parameters stepwise until you are satisfied with your choices (and
their consequences on your pupil timeseries data).

### Installing `eyeris`

If you haven't already installed the `eyeris` package:

```{r setup, eval=FALSE}
# Install latest stable release from CRAN
# install.packages("eyeris")

# pak
# install.packages("pak")
# pak::pak("shawntz/eyeris")

# Or install the development version from GitHub
# install.packages("devtools")
# devtools::install_github("shawntz/eyeris")
```

```{r pkgs, echo=FALSE, message=FALSE, warning=FALSE}
# install.packages("devtools")
# devtools::install_github("shawntz/eyeris")
```

### Loading `eyeris` Package

```{r}
library(eyeris)
```


### Loading Your Raw Data

#### Using the Demo Dataset

For this demo, we'll use our built in demo dataset, which contains a handful of
trials from an associative memory task recorded in our lab.

```{r load-data}
demo_data <- eyelink_asc_demo_dataset()
```

#### Loading Your Own Custom Data

To load your own EyeLink pupillometry data, you need an `.asc` file converted 
from your original `.edf` file using the official EyeLink `edf2asc` command-line 
utility provided by SR Research.

**Expected Data Format:**

The `.asc` file should be a standard EyeLink ASCII output file containing:

- Sample data with timestamps, gaze coordinates (x, y), and pupil size
- Event messages (e.g., `MSG` lines with trial markers, stimulus onsets)
- Recording metadata (sample rate, pupil measurement type, etc.)

**Example Code for Loading Custom Data:**

```{r load-custom-data, eval=FALSE}
# Point to your own .asc file
my_data_path <- "/path/to/your/data/participant_01.asc"

# Load the data file
my_data <- eyeris::glassbox(my_data_path)
```

**Important Notes:**

- **File Path**: Replace `"/path/to/your/data/participant_01.asc"` with the 
  actual path to your `.asc` file.

- **Block Handling**: Use `block = "auto"` (default) to automatically detect 
  multiple recording segments within the same file. This is recommended for 
  most use cases. See `?eyeris::load_asc` for other options.

- **Binocular Data**: If you have binocular recordings, you can specify how 
  to handle them:
  ```{r binocular-example, eval=FALSE}
  # Average both eyes (default)
  my_data <- eyeris::glassbox(
    my_data_path,
    load_asc = list(binocular_mode = "average")
  )
  
  # Use only left eye
  my_data <- eyeris::glassbox(
    my_data_path,
    load_asc = list(binocular_mode = "left")
  )
  
  # Use only right eye
  my_data <- eyeris::glassbox(
    my_data_path,
    load_asc = list(binocular_mode = "right")
  )
  
  # Process both eyes independently
  my_data <- eyeris::glassbox(
    my_data_path,
    load_asc = list(binocular_mode = "both")
  )
  ```

- **Data Quality**: Ensure your data was recorded **without** online filtering 
  applied by the EyeLink Host PC. The `eyeris` pipeline expects raw, unfiltered 
  data. See the [Caveats](#caveats) section below for more details on this critical 
  requirement.

### Running the Fully-Automated Pipeline

Here, we use the example data along with the default prescribed parameters 
and pipeline recipe:

```{r out.width='100%'}
# Run an automated pipeline with no real-time inspection of parameters
output <- eyeris::glassbox(demo_data)

# Preview first and second steps of the pipeline
plot(
  output,
  steps = c(1, 2),
  preview_window = c(0, max(output$timeseries$block_1$time_secs)),
  seed = 0
)
```

### Running the Pipeline Interactively

```{r eval=FALSE, out.width='100%'}
output <- eyeris::glassbox(demo_data, interactive_preview = TRUE, seed = 0)
```

### Overriding the Default Parameters

To override the default `glassbox` parameters directly within the `glassbox()`
function call, you need to pass in the appropriate parameter(s) for each pipeline
step to `glassbox()`.

#### Example

```{r}
output <- eyeris::glassbox(
  demo_data,
  interactive_preview = FALSE, # TRUE to visualize each step in real-time
  deblink = list(extend = 40),
  lpfilt = list(plot_freqz = FALSE)
)
```

##### Pipeline Steps with Overridable Parameters

1. `eyeris::load_asc()`: 
  > `block`
  
2. `eyeris::deblink()`: 
  > `extend`
  
3. `eyeris::detransient()`: 
  > `n`, `mad_thresh`
  
4. `eyeris::lpfilt()`:
  > `wp`, `ws`, `rp`, `rs`, `plot_freqz`

### Advanced: Building the Pipeline Manually

`glassbox()` is the recommended entry point, but every preprocessing function it
wraps is also exported and can be chained together directly as a "building
block." For a **complete, deconstructed reference pipeline** --- each `eyeris`
preprocessing function called in sequence, mapped one-to-one to the default
`glassbox()` recipe --- see the
[**Building Blocks Under the Hood**](anatomy.html#building-blocks-under-the-hood)
section of the *Anatomy of an `eyeris` Object* vignette.

## 💬 Caveats

### `Detrend` Step

Detrending is turned off by default. 

> To enable detrending in the pipeline, pass `detrend = TRUE` to `glassbox()`. 

**Note: Detrending your pupil timeseries can have unintended consequences; **
**we thus recommend that users understand the implications of detrending – in **
**addition to whether detrending is appropriate for the research design and ** 
**question(s) – before using this function.**

### _I received this message... what does it mean and what should I do?_

You (hopefully) shouldn't encounter this, but if you do, let us explain:

```
***WARNING: SOMETHING OUTRAGEOUS IS HAPPENING WITH YOUR PUPIL DATA!*** 

The median absolute deviation (MAD) of your pupil speed is 0.
 This indicates a potential setup / hardware issue which has likely propogated 
 into your pupil recording. Most often, this is due to online filtering being 
 applied directly to your pupil data via the EyeLink Host PC.

 WE DO NOT RECOMMEND USING ANY ONLINE AUTO FILTERING DURING YOUR DATA RECORDING.

 ***ADDITIONAL INFO***
The default setting for communicating with the EyeLink
 machine is to have filtering enabled on either live-streamed data or saved data 
 in EDF files.

We do not want these filters because:
 (1) it is unclear how the EyeLink machine is specifying their low-pass filter,
 and (2) it conflicts with an assumption here in `eyeris::detransient()` to use 
 one-step difference to compute a threshold for detecting large jumps in pupil 
 data (suggesting blinking or other artifacts).

 ***GENERAL TIP***
 You should aim to have your data as raw as possible so you can 'cook' it fresh!

 ***WHAT TO DO NEXT***
 If you would like to continue preprocessing your current pupil data file,
 you should consider skipping the `eyeris::detransient()` step of the pipeline 
 altogether. Advanced users might consider additional testing by manually 
 passing in different `mad_thresh` override values into `eyeris::detransient()` 
 and then carefully assessing the consequences of any given override value on 
 the pupil data; however, this step is not recommended for most users.

 PLEASE CONTINUE AT YOUR OWN RISK.
```

Basically the default setting for communicating with an EyeLink machine is to 
have filtering enabled on either live-streamed data or saved data in EDF files. 
You **do not** want these filters because 

  1. it’s unclear what are their low-pass filter specifications, and
  2. it conflicts with an assumption in `eyeris::detransient()` to use one-step 
  difference to compute a threshold for detecting large jumps in pupil data 
  (suggesting blinking or other artifacts). 
  
> In general, you’d like to have your data as raw as possible so you can "cook" it fresh.

**So, if your data aren't as raw as possible, you will need to run `eyeris` without the `detransient` step.**

> To skip the `detransient` step, pass `detransient = FALSE` into your 
> `glassbox()` call.

To skip the `detransient` step within the `glassbox` pipeline,
pass `detrend = TRUE` to `glassbox()`. 

#### Some additional notes about preventing live filtering in future recordings...

Unfortunately the `Live Sample Filter` and `Saved Sample Filter` are two common 
settings when experiment software communicates with EyeLink. For example, 
`PsychoPy` incorporates them in the eyetracking setting panel, and if you use 
`pylink` directly, these two settings are also included in their example script / 
function used to connect to EyeLink. The same goes for `Eprime` and `NBS Presentation`, 
where these two filter settings are users’ responsibilities to set. 

Adjusting the `config.ini` file on your EyeLink host PC to set the defaults to be `OFF` 
is not sufficient as they will get overwritten when experiment software 
(`PsychoPy`, `Eprime`, `NBS Presentation`, etc.) make the initial connect request. 

Therefore, unfortunately all users for all future experiments need to be cognizant 
of this setting. This is why `eyeris::detransient()` will yell the long warning message
at you (as a reminder to turn off hardware filters).

So moving forward, please consider taking the following recommendations into consideration:

- Use `pylink` directly, add additional optional settings beyond what the SR Research 
example scripts set so you ping down all the optional settings. In terms of the 
filter settings, it boils down to calling `pylink.EyeLink.setHeuristicLinkAndFileFilter()`, 
but there are other settings that you likely want to hard-code into your experiments.

- Use `pylink` directly, but don’t code additional optional settings into you scripts. 
Instead, you must manually inspect the settings on the console screen of host PC 
**at the start of each experiment** to make sure they are set correctly. Specifically, 
in terms of the filter settings, you just need to make sure both `Online` and 
`Saved Sample Filtering` are set to `OFF` on the EyeLink setup screen. 
_It’s on the left column along with the button to auto-threshold and toggle which eye to track._ 
**This applies to all the other optional settings too.**

- Use the `builder` and `ioHub` directly, and set these settings in the eyetracking 
setting panel, which saves to each experiment, so you don’t need to worry about it. 
Specifically, in terms of the filter settings, you should set `FILTER_LEVEL_OFF` 
for both **live** and **saved sample filtering**. You can see all the different
optional settings here: [https://github.com/mh105/psychopy-eyetracker-sr-research/blob/main/psychopy_eyetracker_sr_research/sr_research/eyelink/eyetracker.py](https://github.com/mh105/psychopy-eyetracker-sr-research/blob/main/psychopy_eyetracker_sr_research/sr_research/eyelink/eyetracker.py).

- **For most users**, we simply recommend using the `PsychoPy` builder for 
`PsychoPy` experiments and use the `psychopy-eyetracker-sr-research` plug-in
maintained by the `PsychoPy` development team + [Alex He, Ph.D.](https://github.com/mh105), Stanford Postdoctoral Scholar in the Purdon lab under the Department of Anesthesiology 
and in the Wagner lab under the Department of Psychology, and 
_co-author of_ `eyeris`.

```{r, echo=FALSE, out.width='80%', fig.align='center'}
"psychopy-eyetracker-sr-research-plug-in.png" |>
  knitr::include_graphics()
```

---

## 📚 Citing `eyeris`

<div class="alert alert-light" style="padding-bottom: 0;">
  If you use the `eyeris` package in your research, please cite it!
  
  Run the following in R to get the citation:
</div>

```{r}
citation("eyeris")
```
