Microbiome researchers are revealing the power of microbes that live in, on, and around us to shape human health and Earth’s diverse ecosystems [1, 2]. These advances have been aided by myriad analytical capabilities and platforms that help researchers better “see” microbes using gene marker and metagenomic sequencing data (see Supp. Table 1). Though there is much to learn, it is increasingly clear that viruses modulate these microbial impacts. For example, in the oceans, every day viruses lyse one in three cells, transfer 10^29 genes from one host to another [3,4,5], and alter global biogeochemical cycles through lysis products, virus-encoded auxiliary metabolic genes that impact photosynthesis [6, 7], carbon [8, 9]/nitrogen [10, 11]/sulfur cycling, and metabolic reprogramming [12]. Similar anecdotes of virus ecosystem impacts are emerging in soils where viruses infect key carbon cyclers and encode genes that modulate carbon cycling [13, 14], and extreme environments where viruses can encode genes that alter their microbial host’s abilities to survive such stressful environments [15,16,17,18]. As a field, we are on the cusp of a great leap forward in understanding viral roles across diverse ecosystems, with conceptual formulations already emerging [19, 20], and large-scale datasets emerging that are ripe for deep virus-focused exploration [13, 21,22,23,24].

Problematically, two key bottlenecks currently prevent researchers wanting to more broadly understand virus impacts in their ecosystem of choice: a) the toolkit for viruses is different to that of microbes, and b) even if a virus toolkit exists, it may not be as mature as for other ecosystems [25]. The main challenges are that viruses lack hallmark genes, have different and more complex taxonomies, and are less well represented in databases. Fortunately, at least for dsDNA viruses, these issues are being resolved as follows: (i) quantitative metagenomic approaches are now available [26, 27], (ii) community consensus [28, 29] and tools [30,31,32,33] are emerging for genome-based taxonomy, and (iii) larger datasets with improved analysis methods techniques are expanding coverage of sequence space [29]. Given the importance of viruses and the rapid and growing advances in the emergent field of “virus ecogenomics”, users need access to virus-specific analytical tools, data, and cyberinfrastructure capabilities.

To this end, we developed iVirus as a simplified, user-friendly, publicly accessible resource that is linked to “living” documentation allowing for community feedback and consensus-building [34]. iVirus was originally launched as a limited set of virus ecology-specific apps and datasets deployed on the CyVerse cyberinfrastructure (formerly the iPlant Collaborative) to provide free access to computing, data management, storage, and analysis toolkits [35]. iVirus developers built custom apps and adapted publicly available tools for use in CyVerse along with depositing diverse virus datasets into the CyVerse Data Store. Alongside CyVerse resources, iVirus made several protocols available on the “live protocols for the life sciences” protocols.io website [36] with screenshots, notes, and insights for step-by-step use of each app. This version 1 iVirus effort offered 7 apps, numerous data projects (75 viromes and 121 virus genomes totaling 1 Tb of data), and 5 “live” protocols. Together this iVirus implementation provided researchers—from beginners to experts—the ability to process virus sequencing datasets from raw reads to taxonomically-classified virus genomes, and establish baseline ecological insights. Further, researchers have had unique and varied opportunity to grow and mature the field through feedback venues including (i) the “live protocols”, (ii) international viromics training workshops (https://u.osu.edu/viruslab/viromics-workshop/), and (iii) VERVE-net community networking efforts [37]. Since its launch, iVirus has grown into a unique and valuable community resource as a ‘top 10’ bioinformatic protocol at protocols.io (~30 K unique views) and thousands of users running iVirus apps at CyVerse. Though other online platforms offer partially overlapping capabilities, these tend to focus specifically on phage genomics (e.g., PHASTER [38], PhageWeb [39], and phage.ai [40]) or were pioneering efforts in this space that are currently under-supported or discontinued (e.g., VIROME [41], Metavir [42]). Thus, iVirus stands as the most comprehensive analytical option for virus ecogenomics.

Not surprisingly, virus ecogenomics has advanced rapidly since iVirus’s introduction in 2017. Beyond new analytical capabilities and data resources, there are also additional cyberinfrastructures of relevance, in particular the Department of Energy’s (DOE) Systems Biology KnowledgeBase (“KBase”) whose goal is to “meet the grand challenge of systems biology—predicting and designing biological function on a range of scales, from the biomolecular to ecological” [43]. While KBase is powerful in the microbiome space, with over 160 apps, until 2019, it lacked any specific for viruses, which limits KBase users studying viruses to non-specialized tools and/or shuffling data between KBase and other tools.

Here we present iVirus 2.0, which offers the first integration of virus ecogenomics tools in KBase, as well as upgrading and expanding CyVerse capabilities with 20 new and updated apps, datasets, and protocols. We continue to provide extensive documentation and seek community feedback, as this motivates iVirus improvements, and helps us assist virus-interested researchers.

Towards diversifying cyberinfrastructures to broaden community capabilities and access

We first implemented several core iVirus apps on KBase [43] to empower KBase researchers with virus analytics. Both the KBase and CyVerse cyberinfrastructure platforms share some features, including the following: (i) free to use, (ii) hundreds of apps within user-friendly interfaces, (iii) mechanisms for reproducible informatic research, and (iv) committed funding. However, there are differentiating features that might drive researchers towards one platform or another depending upon preferred modes of interaction (summarized in Table 1). Briefly, CyVerse takes a traditional operating system approach with apps, data, and analyses treated as separate entities and currently has more virus analytics available, whereas KBase is designed to encapsulate entire methodological pipelines (apps, data and research notes) into notebooks to be shared publicly or with collaborators, akin to a digitized research paper methods section and which currently include a basic virus workflow (specifics below). From here, we seek to walk readers through virus ecogenomic analyses and the upgraded and new capabilities available on these platforms.

Table 1 Broad comparison between CyVerse and KBase Cyberinfrastructures.

iVirus app developments

When a researcher has new microbiome sequence data, whether virus-targeted or microbial, much of the front-end processing is identical. These include read quality control, assembly, gene calling and annotation, sequence alignments, and diverse file manipulations including compression, splitting paired-end reads, and converting between various file formats. As of March 2021, more than 1020 CyVerse and 220 KBase apps, respectively, can be leveraged with these goals in mind (see http://tinyurl.com/4ndkt4n2 and https://kbase.us/applist/, respectively). For iVirus development, we sought to complement these with virus-specific apps and resources to maximize virus inference in complex communities, with a focus to date on dsDNA viruses.

Initially, as implemented in 2017, iVirus created a minimal working pipeline of seven apps that allowed researchers to process a virus metagenome from raw sequencing reads to assembly and conduct analyses via identification, classification, and ecology measured at the level of genes [34]. Specifically, these seven original apps allowed researchers to identify viruses (VirSorter [44]), taxonomically classify them (vConTACT [45]), estimate their abundances (BowtieBatch/Read2RefMapper [34]), cluster open reading frames into protein clusters (PCPipe [34]), and perform read-based community comparisons (Fizkin [46]). In iVirus 2.0, 12 apps have been added to the original 7 (see Table 2), more than doubling the number of apps available to a total of 19 apps. Beyond expanding analytical capabilities—including archaeal and RNA virus identification, genome annotation, virus AMG curation and host prediction— these additional apps also provide choice(s) at each “stage” of the virus ecogenomic pipeline. Below, we describe the newly added and/or updated apps on CyVerse, as well as provide an overview of virus pipeline capabilities currently available for each of the CyVerse and KBase cyberinfrastructures.

Table 2 iVirus-powered apps on KBase and CyVerse.

CyVerse

Figure 1 provides an overview of the updated “iVirus at CyVerse” pipeline, including relevant aspects of the CyVerse Discovery Environment and virus and microbial tools available.

Fig. 1
figure 1

Overview of the iVirus ecosystem of apps and workflow available on the CyVerse Discovery Environment. Within this CyVerse environment, users will upload and process their data (red) through the iVirus apps (blue), and output in a result directory (green). The middle window depicts the main dashboard, from where users can select which task they want to perform (e.g., check a job, access results directory).

Virus identification (updated)

The first step that is unique to viromics is to take quality-controlled and assembled contigs and identify those contigs that are viral. Originally, we provided VirSorter for this task, which was one of the first virus identification tools to handle fragmented genomes and sequences not closely associated with virus reference sequences [44]. As a major upgrade, we have now added VirSorter2 [47] to iVirus, which uses more genomic features, and applies machine learning to identify virus sequences with improved accuracy along with multiple classifiers (machine learning models) to extend its identification outside of dsDNA phages to include giant viruses (i.e., viruses belong to Nucleocytoviricota, also known as nucleocytoplasmic large DNA viruses (‘NCLDVs’), virophages, ssDNA and RNA viruses.

Virus identification (new)

To offer users more choices in this critical first step in the virus ecogenomics workflow, we added several new apps. First, DeepVirFinder (DVF), a deep-learning based virus identification tool, which was the first such tool to employ deep learning [48]. Unlike the features used in VirSorter 1 and 2 and in MARVEL [49], DVF relies on features that allow predictions for contigs of lengths as small as 300 bp, and is overall the superior method for identifying smaller virus contigs [50] (e.g., 3-kb or lower). Second, we added MARVEL to CyVerse. Conceptually, MARVEL [49] is another virus identification tool that uses genomic features to identify viruses and, like VirSorter2, MARVEL uses a machine-learning classifier. Benchmarks show similar specificity and improved sensitivity against VirSorter1, but lower than VIBRANT and VirSorter2 [47]. Though MARVEL requires individual fasta files for each genome, we adapted the MARVEL CyVerse app for scalability by allowing a concatenated input file that our app splits, processes, and then concatenates the separated outputs (with temporary file clean-up). Third, VIBRANT [51] is now integrated. VIBRANT, which stands for Virus Identification By iteRative ANnoTation, uses neural networks with HMMs from a variety of databases (e.g., KEGG, Pfam, VOG), along with a “v-score” to identify a diverse range of viruses, including dsDNA, ssDNA and RNA viruses. For sequences 1 kb or larger and with at least four genes, benchmarking [50] showed VIBRANT out-performing VirSorter 1, VirFinder and MARVEL, while being comparable to VirSorter2. Additionally, VIBRANT also characterizes metabolic pathways to identify virus-encoded auxiliary metabolic genes (AMGs, see below). While VIBRANT was integrated by external researchers outside our iVirus team, it is described here because of its relevance to the field as an additional available virus identification tool.

Archaeal virus identification (new)

Because most genome-sequenced archaeal virus isolates derive from extreme environments, these viruses remain difficult to identify from “normal” environments—even when archaea are abundant (e.g., the deep ocean [52]). To help with identification of mesophilic archaea viruses, MArVD, the Metagenomic Archaeal Virus Detector [53], and its most recent machine-learning-powered version, MArVD2 [54], are available in CyVerse.

Virus genome annotation (new)

Once virus contigs have been identified, researchers seek to annotate them to understand identifiable functional capacity. In the original iVirus release, no such tools were available beyond standard microbial tools that predicted open reading frames and searched databases one at a time. Since that time, however, two options have emerged with specific value for viruses – Cenote-Taker [55, 56] and DRAM-v [57].

The first, Cenote-Taker [55], was designed to primarily identify and characterize circular DNA viruses (primarily focused on ssDNA virus discovery from animal samples), through the detection of circular sequences via direct terminal repeats (DTR), overlapping ends, and comparisons to known viruses in public databases. It also provided extensive processing of ORFs and output annotated genomes in GenBank-compliant files. The second version of Cenote-Taker [56] added flexibility to discover and annotate all virus classes with DNA or RNA genomes (via hallmark gene models), genome annotation maps, and prophage detection—though performance benchmarks are not available. Because Cenote-Taker has extensive database and software dependencies, local installs are challenging and costly to maintain, which makes it ideal on a cyberinfrastructure like CyVerse.

The second tool, DRAM, represents a different annotation strategy [57]. Specifically, DRAM offers a scalable means to annotate metagenome-assembled genomes, or MAGs, from a pathways perspective that distills resultant gene lists into pathways to better resolve metabolic context. Additionally, a suite of scoring and flagging features comprise a virus-specific portion of this tool, DRAM-v. These help semi-automate identification of virus-encoded AMGs and, critically, curate against functionally interesting metabolic genes that are cellular- rather than virus- encoded (conceptual guidelines and recommendations for this are also available [50]). To promote inter-operability, VirSorter2 offers compatible output for DRAM.

Beyond these two tools, as mentioned above, VIBRANT also includes AMG annotation capabilities. Specifically, VIBRANT uses KEGG annotations to identify novel functions in the new viruses it identifies, though no flagging features are implemented to evaluate certainty around the putative AMG being virus-encoded.

Virus-Host identification (new)

Accurately predicting the host(s) of an uncultivated virus using only genome information remains a major challenge with several approaches currently used to link viruses to their hosts including tRNAs, the presence of prophage genes, shared genes between viruses and hosts (e.g., AMGs), CRISPR spacer matches, and k-mer based signatures [58]. Among these, the latter method of using k-mer similarity comparisons between virus and host genomes, has been automated via a tool called WIsH [59] (Who Is the Host), which we have now integrated into CyVerse. Another host prediction tool incorporating WIsH, VirMatcher, is available as a KBase app (see below).

Virus genome quality control (new)

A long-standing problem in virus ecogenomics has been how to determine completeness and purity of newly discovered viruses. For this task, CheckV [60] was recently developed and integrated into CyVerse. Briefly, CheckV assesses single-contig virus genome quality, including identification of host contamination for integrated proviruses, estimating completeness for genome fragments, and identifying closed genomes, and then summarizes this for each genome using the community established MIUViG (Minimum Information about an Uncultivated Virus Genome) quality standards [29]. Though CheckV is a major step forward, estimating the completeness of divergent and/or novel viruses remains challenging due to the requirement for “closely related” reference genome sequences.

Virus clustering and classification (updated)

Once new viruses are discovered, they need to be taxonomically classified, which is a major challenge for viruses since they lack any universal gene markers. Fortunately, a population genetic grounded biological species definition of 95% average nucleotide identity across shared genes and 85% coverage along the shorted contig was established and confirmed for several marine viruses [21, 61], and now largely adopted as virus operational taxonomic units or “vOTUs” by the virus ecogenomics community [29]. In iVirus, users can dereplicate observed virus genomes in their data into vOTUs using the clustering tool ClusterGenomes (https://bitbucket.org/MAVERICLab/stampede-clustergenomes). Complementarily, higher-level taxonomy can be resolved using gene-sharing network approaches that result in virus clusters (or VCs) that are remarkably concordant with the genera defined by the International Committee on the Taxonomy of Viruses. As such, unknown viruses can be classified with a relative confidence close to ICTV accuracy, at scale. The tool for this, vConTACT [45], was implemented in the original iVirus, and has now has been upgraded to vConTACT2 [30], which offers a new clustering algorithm, confidence metrics, and improved scalability.

Population genetics (new)

As sequencing and assembly algorithms have advanced, virus ecogenomics researchers are now able to advance from gene- to population-based studies [62]. With this advance, there is a need to understand variation both between (macro-diversity) and within (micro-diversity) populations. To this end, MetaPop was integrated into iVirus as it offers a simplified analytical and visualization pipeline for population-based inferences in both microbial and virus communities [63]. Specific MetaPop outputs include alpha- and beta-diversity metrics for macrodiversity, as well as microdiversity metrics including the identification of single nucleotide polymorphisms (SNPs; notably including codon-constrained linkages of SNPs), nucleotide diversity (pi and theta), selective pressure (pN/pS, Tajima’s D), and genomic differentiation (Fst) between populations.

KBase

To increase the accessibility of virus ecogenomics analyses, we have added basic virus ecogenomic functionality to the KBase platform (overview in Fig. 2). We chose to duplicate the core iVirus apps from CyVerse to KBase due to the complementarity of the two platforms, with KBase in particular including a unique interface, distinct user base, and unique microbiome and experimental tracking capabilities (Table 1). KBase also includes a unique virus–host prediction tool, VirMatcher.

Fig. 2
figure 2

Overview of the iVirus ecosystem of apps and workflow available on KBase. The left window depicts the main dashboard, broadly divided into “Data” (red), “Commentary” (pink), “Apps” (blue), and “Results“ (green).

Virus identification (new)

Currently only VirSorter 1, described above and which performs well for dsDNA phages, has been integrated into KBase.

Virus-Host identification (new)

As mentioned above, in silico virus-host predictions remain challenging in virus discovery, and each available tool tends to rely on distinct genomic features for its predictions. Often, however, host prediction results between tools can differ for the same virus sequence, and cross-validation among thousands of predictions is currently a manual process. Thus, we developed VirMatcher, a taxon-aware virus-host predictor that aggregates results from all these methods and uses previous benchmarking experiments to assign a best host prediction and provide a confidence score for each prediction. While the tool is unpublished, its methodology was used to predict nearly 50% of hosts from 33,242 virus genomes for the human gut virome database [22].

Beyond the apps—iVirus data resources and documentation

Beyond keeping pace with updated and novel capabilities in virus ecogenomics, recent iVirus upgrades include growing the underlying datasets available. Currently, large databases of virus genomes extracted from metagenomes such as IMG/VR [23] have been collected from large-scale mining of publicly available (mostly) microbial metagenomes. As a complement to these efforts, iVirus 2.0 focused on core virus-targeted datasets with high level of curation and ecological context for iVirus-powered analyses. To this end, we mined the literature to capture and aggregate smaller, relevant virus datasets and made them available to download via the CyVerse Data Store. This grew available “virus” data ~20-fold (from 5.5 to 109 billion reads) to now over 10 TB of sequencing data (see Supp. Table 2). These datasets exist as “flat files”, downloadable via CyVerse’s HTTPS endpoint, as well as the Discovery Environment, with the former requiring no logins. Included are sequencing data from global ocean sampling, increasingly diverse soil datasets, the human lung and gut, as well as specialty environments like glacial ice, hypersaline brines, and hydrothermal vents. Additionally, where possible, both raw datasets and curated data products are made available, and many datasets have a static, unchangeable, permanent identifier—a DOI—that can be used for data citation with or without a publication (though DOIs are not required). We provide guidance on how anyone can contribute their own data, detailed below.

To maximize iVirus apps and data resource accessibility, we also provide extensive and regularly updated documentation via “live protocols”-powered community resources at protocols.io. For iVirus 2.0, we updated our five original protocols and added three more to now provide documentation for an end-to-end virus ecogenomics pipeline and development stage updates. The “live protocol” capabilities maximize user feedback, which with such an active user community quickly identifies issues and needs. Further, the protocols.io shared community experience is invaluable for establishing consensus and best practices in a nascent field such as virus ecogenomics. Thus, we have a built-in software development life cycle that helps iVirus best serve the research community. Lastly, yearly hands-on international viromics meetings university-specific microbiome informatics courses provided a critical venue for gathering user feedback, comments and suggestions.

Finally, we revamped our website (https://ivirus.us) as yet another means to disseminate information on protocols, workshops, research, apps and data resources. Complementing this, we maintain technical documentation at bitbucket (https://bitbucket.org/MAVERICLab/ivirus), and have established Singularity and/or Docker containers for all iVirus apps, which allows research labs to run analyses on their own resources, independent of either cyberinfrastructure if preferred.

Limitations and future opportunities

Though we have sought to develop iVirus through an extensive community-engaged design cycle with specific capabilities for (dsDNA) virus researchers, there are other options available for analyzing virus sequencing datasets. For example, for researchers that have already identified virus contigs in their dataset, stand-alone or web-based platforms exist for analysis (summarized comparative feature sets in Table 3). From these tools one could assess and visualize gene content and sequence variation across populations using tools such as Anvi’o [64], or leverage key comparative genomic and contextualization features available from microbiome-centric platforms including Mgnify [65] and IMG/VR [23]. As described above, IMG/VR is notable for providing a curated set of virus sequences that has been taxonomically classified and assessed for quality, and users can submit their sequences for standardized annotation and analysis. Across all these platforms, iVirus is unique in that it provided virus-centric tools and a modular set of apps across multiple platforms, where users control the specifics of their processing pipeline. This allows flexibility in the tools each user wants to use as the field advances, and to facilitate community awareness of the best practices, benchmarking, and consensus guidelines described above [27, 50, 66].

Table 3 Comparative overview between platforms to analyze virome data.

While iVirus 2.0 provides unique and state-of-the-art capabilities for virus ecogenomics analyses, it does carry some limitations. First, virtually all the analytics are for dsDNA viruses; future work will benefit from integrating ssDNA- and RNA- virus-specific analytics and workflows, such as those accumulating through efforts by the European Virus Bioinformatic Center (http://evbc.uni-jena.de/). Second, iVirus data repositories are currently “flat files” that will benefit from more sophisticated focus on best database management system practices to better serve these data and automate data acquisition from decentralized data repositories. Finally, as apps, data, and platforms grow, documentation and app integration, management and maintenance become challenging, which will undoubtedly require a distributed co-laboratory community effort moving forward [67].

Though work remains to feed the appetites of a growing virus ecogenomics community, iVirus 2.0 offers choice in platform (KBase and CyVerse cyberinfrastructures or Singularity containers for local or private cluster set-up), a centralized and modernized set of virus ecogenomic apps and data resources, and mechanisms for usage and community feedback (documentation via “live protocols” at protocols.io and workshops). Collectively, we hope that these efforts will empower dsDNA, and eventually all, virus research across diverse systems.