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<section id="obijupyterhub---the-dna-metabarcoding-learning-server" class="level1">
<h1>OBIJupyterHub - the DNA Metabarcoding Learning Server</h1>
<section id="intended-use" class="level2">
<h2 class="anchored" data-anchor-id="intended-use">Intended use</h2>
<p>This project packages the MetabarcodingSchool training lab into one reproducible bundle. You get Python, R, and Bash kernels, a Quarto-built course website, and preconfigured admin/student accounts, so onboarding a class is a single command instead of a day of setup. Everything runs locally on a single machine, student work persists between sessions, and <code>./start-jupyterhub.sh</code> takes care of building images, rendering the site, preparing volumes, and bringing JupyterHub up at <code>http://localhost:8888</code>. Defaults (accounts, passwords, volumes) live in the repo so instructors can tweak them quickly.</p>
</section>
<section id="prerequisites-with-quick-checks" class="level2">
<h2 class="anchored" data-anchor-id="prerequisites-with-quick-checks">Prerequisites (with quick checks)</h2>
<p>You need Docker, Docker Compose, Quarto, and Python 3 available on the machine that will host the lab.</p>
<ul>
<li>macOS: install <a href="https://orbstack.dev/">OrbStack</a> (recommended) or Docker Desktop; both ship Docker Engine and Compose.</li>
<li>Linux: install Docker Engine and the Compose plugin from your distribution (e.g., <code>sudo apt install docker.io docker-compose-plugin</code>) or from Dockers official packages.</li>
<li>Windows: install Docker Desktop with the WSL2 backend enabled.</li>
<li>Quarto CLI: get installers from <a href="https://quarto.org/docs/get-started/" class="uri">https://quarto.org/docs/get-started/</a>.</li>
<li>Python 3: any recent version is fine (only the standard library is used).</li>
</ul>
<p>Verify from a terminal; if a command is missing, install it before moving on:</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb1"><pre class="sourceCode bash code-with-copy"><code class="sourceCode bash"><span id="cb1-1"><a href="#cb1-1" aria-hidden="true" tabindex="-1"></a><span class="ex">docker</span> <span class="at">--version</span></span>
<span id="cb1-2"><a href="#cb1-2" aria-hidden="true" tabindex="-1"></a><span class="ex">docker</span> compose version <span class="co"># or: docker-compose --version</span></span>
<span id="cb1-3"><a href="#cb1-3" aria-hidden="true" tabindex="-1"></a><span class="ex">quarto</span> <span class="at">--version</span></span>
<span id="cb1-4"><a href="#cb1-4" aria-hidden="true" tabindex="-1"></a><span class="ex">python3</span> <span class="at">--version</span></span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
</section>
<section id="how-the-startup-script-works" class="level2">
<h2 class="anchored" data-anchor-id="how-the-startup-script-works">How the startup script works</h2>
<p><code>./start-jupyterhub.sh</code> is the single entry point. It builds the Docker images, renders the course website, prepares the volume folders, and starts the stack. Internally it:</p>
<ul>
<li>creates the <code>jupyterhub_volumes/</code> tree (caddy, course, shared, users, web…)</li>
<li>builds <code>jupyterhub-student</code> and <code>jupyterhub-hub</code> images</li>
<li>renders the Quarto site from <code>web_src/</code>, generates PDF galleries and <code>pages.json</code>, and copies everything into <code>jupyterhub_volumes/web/</code></li>
<li>runs <code>docker-compose up -d --remove-orphans</code></li>
</ul>
<p>You can tailor what it does with a few flags:</p>
<ul>
<li><code>--no-build</code> (or <code>--offline</code>): skip Docker image builds and reuse existing images (useful when offline).</li>
<li><code>--force-rebuild</code>: rebuild images without cache.</li>
<li><code>--stop-server</code>: stop the stack and remove student containers, then exit.</li>
<li><code>--update-lectures</code>: rebuild the course website only (no Docker stop/start).</li>
</ul>
</section>
<section id="installation-and-first-run" class="level2">
<h2 class="anchored" data-anchor-id="installation-and-first-run">Installation and first run</h2>
<ol type="1">
<li>Clone the project:</li>
</ol>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb2"><pre class="sourceCode bash code-with-copy"><code class="sourceCode bash"><span id="cb2-1"><a href="#cb2-1" aria-hidden="true" tabindex="-1"></a><span class="fu">git</span> clone https://forge.metabarcoding.org/MetabarcodingSchool/OBIJupyterHub.git</span>
<span id="cb2-2"><a href="#cb2-2" aria-hidden="true" tabindex="-1"></a><span class="bu">cd</span> OBIJupyterHub</span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
<ol start="2" type="1">
<li>(Optional) glance at the structure youll populate:</li>
</ol>
<pre><code>OBIJupyterHub
├── start-jupyterhub.sh - single entry point (build + render + start)
├── obijupyterhub - Docker images and stack definitions
&nbsp;&nbsp; ├── docker-compose.yml
&nbsp;&nbsp; ├── Dockerfile
&nbsp;&nbsp; ├── Dockerfile.hub
&nbsp;&nbsp; └── jupyterhub_config.py
├── jupyterhub_volumes - data persisted on the host
&nbsp;&nbsp; ├── course - read-only for students (notebooks, data, bin, R packages)
&nbsp;&nbsp; ├── shared - shared read/write space for everyone
&nbsp;&nbsp; ├── users - per-user persistent data
&nbsp;&nbsp; └── web - rendered course website
└── web_src - Quarto sources for the course website</code></pre>
<ol start="3" type="1">
<li>Prepare course materials (optional before first run):</li>
</ol>
<ul>
<li>Put notebooks, datasets, scripts, binaries, or PDFs for students under <code>jupyterhub_volumes/course/</code>. They will appear read-only at <code>/home/jovyan/work/course/</code>.</li>
<li>For collaborative work, drop files in <code>jupyterhub_volumes/shared/</code> (read/write for all at <code>/home/jovyan/work/shared/</code>).</li>
<li>Edit or add Quarto sources in <code>web_src/</code> to update the course website; the script will render them.</li>
</ul>
<ol start="4" type="1">
<li>Start everything (build + render + launch):</li>
</ol>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb4"><pre class="sourceCode bash code-with-copy"><code class="sourceCode bash"><span id="cb4-1"><a href="#cb4-1" aria-hidden="true" tabindex="-1"></a><span class="ex">./start-jupyterhub.sh</span></span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
<ol start="5" type="1">
<li><p>Access JupyterHub in a browser at <code>http://localhost:8888</code>.</p></li>
<li><p>Stop the stack when youre done (run from <code>obijupyterhub/</code>):</p></li>
</ol>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb5"><pre class="sourceCode bash code-with-copy"><code class="sourceCode bash"><span id="cb5-1"><a href="#cb5-1" aria-hidden="true" tabindex="-1"></a><span class="ex">docker-compose</span> down</span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
<section id="operating-the-stack-one-command-a-few-options" class="level3">
<h3 class="anchored" data-anchor-id="operating-the-stack-one-command-a-few-options">Operating the stack (one command, a few options)</h3>
<ul>
<li>Start or rebuild: <code>./start-jupyterhub.sh</code> (rebuilds images, regenerates the website, starts the stack).</li>
<li>Start without rebuilding images (offline): <code>./start-jupyterhub.sh --no-build</code></li>
<li>Force rebuild without cache: <code>./start-jupyterhub.sh --force-rebuild</code></li>
<li>Stop only: <code>./start-jupyterhub.sh --stop-server</code></li>
<li>Rebuild website only (no Docker stop/start): <code>./start-jupyterhub.sh --update-lectures</code></li>
<li>Access at <code>http://localhost:8888</code> (students: any username / password <code>metabar2025</code>; admin: <code>admin</code> / <code>admin2025</code>).</li>
<li>Check logs from <code>obijupyterhub/</code> with <code>docker-compose logs -f jupyterhub</code>.</li>
<li>Stop with <code>docker-compose down</code> (from <code>obijupyterhub/</code>). Rerun <code>./start-jupyterhub.sh</code> to start again or after config changes.</li>
</ul>
</section>
</section>
<section id="managing-shared-data" class="level2">
<h2 class="anchored" data-anchor-id="managing-shared-data">Managing shared data</h2>
<p>Each student lands in <code>/home/jovyan/work/</code> with three key areas: their own files, a shared space, and a read-only course space. Everything under <code>work/</code> is persisted on the host in <code>jupyterhub_volumes</code>.</p>
<pre><code>work/ # Personal workspace root (persistent)
├── [student files] # Their own files and notebooks
├── R_packages/ # Personal R packages (writable by student)
├── shared/ # Shared workspace (read/write, shared with all)
└── course/ # Course files (read-only, managed by admin)
├── R_packages/ # Shared R packages (read-only, installed by prof)
├── bin/ # Shared executables (in PATH)
└── [course materials] # Your course files</code></pre>
<p>R looks for packages in this order: personal <code>work/R_packages/</code>, then shared <code>work/course/R_packages/</code>, then system libraries. Because everything lives under <code>work/</code>, student files survive restarts.</p>
<section id="user-accounts" class="level3">
<h3 class="anchored" data-anchor-id="user-accounts">User Accounts</h3>
<p>Defaults are defined in <code>obijupyterhub/docker-compose.yml</code>: admin (<code>admin</code> / <code>admin2025</code>) with write access to <code>course/</code>, and students (any username, password <code>metabar2025</code>) with read-only access to <code>course/</code>. Adjust <code>JUPYTERHUB_ADMIN_PASSWORD</code> and <code>JUPYTERHUB_PASSWORD</code> there, then rerun <code>./start-jupyterhub.sh</code>.</p>
</section>
<section id="installing-r-packages-admin-only" class="level3">
<h3 class="anchored" data-anchor-id="installing-r-packages-admin-only">Installing R Packages (Admin Only)</h3>
<p>From the host, install shared R packages into <code>course/R_packages/</code>:</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb7"><pre class="sourceCode bash code-with-copy"><code class="sourceCode bash"><span id="cb7-1"><a href="#cb7-1" aria-hidden="true" tabindex="-1"></a><span class="co"># Install packages</span></span>
<span id="cb7-2"><a href="#cb7-2" aria-hidden="true" tabindex="-1"></a><span class="ex">tools/install_packages.sh</span> reshape2 plotly knitr</span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
<p>Students can install their own packages into their personal <code>work/R_packages/</code>:</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb8"><pre class="sourceCode r code-with-copy"><code class="sourceCode r"><span id="cb8-1"><a href="#cb8-1" aria-hidden="true" tabindex="-1"></a><span class="co"># Install in personal library (each student has their own)</span></span>
<span id="cb8-2"><a href="#cb8-2" aria-hidden="true" tabindex="-1"></a><span class="fu">install.packages</span>(<span class="st">'mypackage'</span>) <span class="co"># Will install in work/R_packages/</span></span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
</section>
<section id="using-r-packages-students" class="level3">
<h3 class="anchored" data-anchor-id="using-r-packages-students">Using R Packages (Students)</h3>
<p>Students simply load packages normally:</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb9"><pre class="sourceCode r code-with-copy"><code class="sourceCode r"><span id="cb9-1"><a href="#cb9-1" aria-hidden="true" tabindex="-1"></a><span class="fu">library</span>(reshape2) <span class="co"># R checks: 1) work/R_packages/ 2) work/course/R_packages/ 3) system</span></span>
<span id="cb9-2"><a href="#cb9-2" aria-hidden="true" tabindex="-1"></a><span class="fu">library</span>(plotly)</span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
<p>R automatically searches in this order:</p>
<ol type="1">
<li>Personal packages: <code>/home/jovyan/work/R_packages/</code> (R_LIBS_USER)</li>
<li>Prof packages: <code>/home/jovyan/work/course/R_packages/</code> (R_LIBS_SITE)</li>
<li>System packages</li>
</ol>
</section>
<section id="list-available-packages" class="level3">
<h3 class="anchored" data-anchor-id="list-available-packages">List Available Packages</h3>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb10"><pre class="sourceCode r code-with-copy"><code class="sourceCode r"><span id="cb10-1"><a href="#cb10-1" aria-hidden="true" tabindex="-1"></a><span class="co"># List all available packages (personal + course + system)</span></span>
<span id="cb10-2"><a href="#cb10-2" aria-hidden="true" tabindex="-1"></a><span class="fu">installed.packages</span>()[,<span class="st">"Package"</span>]</span>
<span id="cb10-3"><a href="#cb10-3" aria-hidden="true" tabindex="-1"></a></span>
<span id="cb10-4"><a href="#cb10-4" aria-hidden="true" tabindex="-1"></a><span class="co"># Check personal packages</span></span>
<span id="cb10-5"><a href="#cb10-5" aria-hidden="true" tabindex="-1"></a><span class="fu">list.files</span>(<span class="st">"/home/jovyan/work/R_packages"</span>)</span>
<span id="cb10-6"><a href="#cb10-6" aria-hidden="true" tabindex="-1"></a></span>
<span id="cb10-7"><a href="#cb10-7" aria-hidden="true" tabindex="-1"></a><span class="co"># Check course packages (installed by prof)</span></span>
<span id="cb10-8"><a href="#cb10-8" aria-hidden="true" tabindex="-1"></a><span class="fu">list.files</span>(<span class="st">"/home/jovyan/work/course/R_packages"</span>)</span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
</section>
<section id="deposit-or-retrieve-course-and-student-files" class="level3">
<h3 class="anchored" data-anchor-id="deposit-or-retrieve-course-and-student-files">Deposit or retrieve course and student files</h3>
<p>On the host, place course files in <code>jupyterhub_volumes/course/</code> (they appear read-only to students), shared files in <code>jupyterhub_volumes/shared/</code>, and collect student work from <code>jupyterhub_volumes/users/</code>.</p>
</section>
</section>
<section id="user-management" class="level2">
<h2 class="anchored" data-anchor-id="user-management">User Management</h2>
<section id="option-1-predefined-user-list" class="level3">
<h3 class="anchored" data-anchor-id="option-1-predefined-user-list">Option 1: Predefined User List</h3>
<p>In <code>jupyterhub_config.py</code>, uncomment and modify:</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb11"><pre class="sourceCode python code-with-copy"><code class="sourceCode python"><span id="cb11-1"><a href="#cb11-1" aria-hidden="true" tabindex="-1"></a>c.Authenticator.allowed_users <span class="op">=</span> {<span class="st">'student1'</span>, <span class="st">'student2'</span>, <span class="st">'student3'</span>}</span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
</section>
<section id="option-2-allow-everyone-for-testing" class="level3">
<h3 class="anchored" data-anchor-id="option-2-allow-everyone-for-testing">Option 2: Allow Everyone (for testing)</h3>
<p>By default, the configuration allows any user:</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb12"><pre class="sourceCode python code-with-copy"><code class="sourceCode python"><span id="cb12-1"><a href="#cb12-1" aria-hidden="true" tabindex="-1"></a>c.Authenticator.allow_all <span class="op">=</span> <span class="va">True</span></span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
<p>⚠️ <strong>Warning</strong>: DummyAuthenticator is ONLY for local testing!</p>
</section>
</section>
<section id="kernel-verification" class="level2">
<h2 class="anchored" data-anchor-id="kernel-verification">Kernel Verification</h2>
<p>Once logged in, create a new notebook and verify you have access to:</p>
<ul>
<li><strong>Python 3</strong> (default kernel)</li>
<li><strong>R</strong> (R kernel)</li>
<li><strong>Bash</strong> (bash kernel)</li>
</ul>
</section>
<section id="customization-for-your-labs" class="level2">
<h2 class="anchored" data-anchor-id="customization-for-your-labs">Customization for Your Labs</h2>
<section id="add-additional-r-packages" class="level3">
<h3 class="anchored" data-anchor-id="add-additional-r-packages">Add Additional R Packages</h3>
<p>Modify the <code>Dockerfile</code> (before <code>USER ${NB_UID}</code>):</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb13"><pre class="sourceCode dockerfile code-with-copy"><code class="sourceCode dockerfile"><span id="cb13-1"><a href="#cb13-1" aria-hidden="true" tabindex="-1"></a><span class="kw">RUN</span> <span class="ex">R</span> <span class="at">-e</span> <span class="st">"install.packages(c('your_package'), repos='http://cran.rstudio.com/')"</span></span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
<p>Then rerun <code>./start-jupyterhub.sh</code> to rebuild and restart.</p>
</section>
<section id="add-python-packages" class="level3">
<h3 class="anchored" data-anchor-id="add-python-packages">Add Python Packages</h3>
<p>Add to the <code>Dockerfile</code> (before <code>USER ${NB_UID}</code>):</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb14"><pre class="sourceCode dockerfile code-with-copy"><code class="sourceCode dockerfile"><span id="cb14-1"><a href="#cb14-1" aria-hidden="true" tabindex="-1"></a><span class="kw">RUN</span> <span class="ex">pip</span> install numpy pandas matplotlib seaborn</span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
<p>Then rerun <code>./start-jupyterhub.sh</code> to rebuild and restart.</p>
</section>
<section id="change-port-if-8000-is-occupied" class="level3">
<h3 class="anchored" data-anchor-id="change-port-if-8000-is-occupied">Change Port (if 8000 is occupied)</h3>
<p>Modify in <code>docker-compose.yml</code>:</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb15"><pre class="sourceCode yaml code-with-copy"><code class="sourceCode yaml"><span id="cb15-1"><a href="#cb15-1" aria-hidden="true" tabindex="-1"></a><span class="fu">ports</span><span class="kw">:</span></span>
<span id="cb15-2"><a href="#cb15-2" aria-hidden="true" tabindex="-1"></a><span class="at"> </span><span class="kw">-</span><span class="at"> </span><span class="st">"8001:8000"</span><span class="co"> # Accessible on localhost:8001</span></span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
</section>
</section>
<section id="advantages-of-this-approach" class="level2">
<h2 class="anchored" data-anchor-id="advantages-of-this-approach">Advantages of This Approach</h2>
<p><strong>Everything in Docker</strong>: No need to install Python/JupyterHub on your computer<br>
<strong>Portable</strong>: Easy to deploy on another server<br>
<strong>Isolated</strong>: No pollution of your system environment<br>
<strong>Easy to Clean</strong>: A simple <code>docker-compose down</code> is enough<br>
<strong>Reproducible</strong>: Students will have exactly the same environment</p>
</section>
<section id="troubleshooting" class="level2">
<h2 class="anchored" data-anchor-id="troubleshooting">Troubleshooting</h2>
<ul>
<li>Docker daemon unavailable: make sure OrbStack/Docker Desktop/daemon is running; verify <code>/var/run/docker.sock</code> exists.</li>
<li>Student containers do not start: check <code>docker-compose logs jupyterhub</code> and confirm the images exist with <code>docker images | grep jupyterhub-student</code>.</li>
<li>Port conflict: change the published port in <code>docker-compose.yml</code>.</li>
</ul>
<p><strong>I want to start from scratch</strong>:</p>
<div class="code-copy-outer-scaffold"><div class="sourceCode" id="cb16"><pre class="sourceCode bash code-with-copy"><code class="sourceCode bash"><span id="cb16-1"><a href="#cb16-1" aria-hidden="true" tabindex="-1"></a><span class="bu">pushd</span> obijupyterhub</span>
<span id="cb16-2"><a href="#cb16-2" aria-hidden="true" tabindex="-1"></a><span class="ex">docker-compose</span> down <span class="at">-v</span></span>
<span id="cb16-3"><a href="#cb16-3" aria-hidden="true" tabindex="-1"></a><span class="ex">docker</span> rmi jupyterhub-hub jupyterhub-student</span>
<span id="cb16-4"><a href="#cb16-4" aria-hidden="true" tabindex="-1"></a><span class="bu">popd</span></span>
<span id="cb16-5"><a href="#cb16-5" aria-hidden="true" tabindex="-1"></a></span>
<span id="cb16-6"><a href="#cb16-6" aria-hidden="true" tabindex="-1"></a><span class="co"># Then rebuild everything</span></span>
<span id="cb16-7"><a href="#cb16-7" aria-hidden="true" tabindex="-1"></a><span class="ex">./start-jupyterhub.sh</span></span></code></pre></div><button title="Copy to Clipboard" class="code-copy-button"><i class="bi"></i></button></div>
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