Programming with R

Newcastle University, Henry Daysh Building, PGR Learning Lab R6.19

2025-05-06

09:00 - 17:00

Instructors: Dr Jannetta Steyn, Dr Robin Nandi

Helpers: Carol Booth and Dr. Richard Howey

General Information

The Carpentries project comprises the Software Carpentry, Data Carpentry, and Library Carpentry communities of Instructors, Trainers, Maintainers, helpers, and supporters who share a mission to teach foundational computational and data science skills to researchers.

Want to learn more and stay engaged with The Carpentries? Carpentries Clippings is The Carpentries' biweekly newsletter, where we share community news, community job postings, and more. Sign up to receive future editions and read our full archive: https://carpentries.org/newsletter/

Software Carpentry aims to help researchers get their work done in less time and with less pain by teaching them basic research computing skills. This hands-on workshop will cover basic concepts and tools, including program design, version control, data management, and task automation. Participants will be encouraged to help one another and to apply what they have learned to their own research problems.

For more information on what we teach and why, please see our paper "Best Practices for Scientific Computing".

Who: The course is aimed at graduate students and other researchers. You don't need to have any previous knowledge of the tools that will be presented at the workshop.

Where: Henry Daysh Building, PGR Learning Lab R6.19. Get directions with OpenStreetMap or Google Maps. What3Words location: ///intro.aims.intent.

When: 2025-05-06; 09:00 - 17:00 Add to your Google Calendar.

Requirements: PCs and an online environment will be provided but participants are welcome to bring their own laptop with a Mac, Linux, or Windows operating system (not a tablet, Chromebook, etc.) that they have administrative privileges on. In in order to continue working after the course, they should have a few specific software packages installed (listed below).
Note for members of Newcastle University: Software should be installed from Software Center on Newcastle University managed Windows PCs and laptops. In case of difficulty please log a ticket to it.servicedesk@ncl.ac.uk and let us know at the contact details below if you still need help.

Accessibility: We are committed to making this workshop accessible to everybody. For workshops at a physical location, the workshop organizers have checked that: The room is wheelchair / scooter accessible. Accessible restrooms are available. Materials will be provided in advance of the workshop and large-print handouts are available if needed by notifying the organizers in advance. If we can help making learning easier for you (e.g. sign-language interpreters, lactation facilities) please get in touch (using contact details below) and we will attempt to provide them.

We are dedicated to providing a positive and accessible learning environment for all. We do not require participants to provide documentation of disabilities or disclose any unnecessary personal information. However, we do want to help create an inclusive, accessible experience for all participants. We encourage you to share any information that would be helpful to make your Carpentries experience accessible. To request an accommodation for this workshop, please fill out the accommodation request form. If you have questions or need assistance with the accommodation form please email us.

Glosario is a multilingual glossary for computing and data science terms. The glossary helps learners attend workshops and use our lessons to make sense of computational and programming jargon written in English by offering it in their native language. Translating data science terms also provides a teaching tool for Carpentries Instructors to reduce barriers for their learners.

Contact: Please email training.researchcomputing@newcastle.ac.uk or jannetta.steyn@newcastle.ac.uk for more information.

Roles: To learn more about the roles at the workshop (who will be doing what), refer to our Workshop FAQ.


Code of Conduct

Everyone who participates in Carpentries activities is required to conform to the Code of Conduct. This document also outlines how to report an incident if needed.


Collaborative Notes

We will use this collaborative document for chatting, taking notes, and sharing URLs and bits of code.


Surveys

Please be sure to complete these surveys before and after the workshop.

Pre-workshop Survey

Post-workshop Survey


Schedule

Please note: This schedule is merely a guidance. We try to stick to it but based on the progress of the group we might spend more or less time on each section than indicated. We do however avoid running over the published times for the day which are 09:00 to 17:00.

Day 1

StartDuration (minutes)EndEpisode
BeforehandPre-workshop survey
09:009010:30Introduction to R and RStudio
10:303011:00Data Structures
11:001511:15BREAK
11:154512:00Data Structures continued
12:003012:30Exploring Data Frames
12:306013:30LUNCH
13:307014:40Creating Publication-Quality Graphics with ggplot2
14:406015:40Functions Explained
15:401515:55BREAK
15:555516:45Data Frame Manipulation with dplyr
16:45517:00Post-workshop Survey
17:00Finish

Setup

To participate in a Software Carpentry workshop, you will need access to software as described below. In addition, you will need an up-to-date web browser.

We maintain a list of common issues that occur during installation as a reference for instructors that may be useful on the Configuration Problems and Solutions wiki page.

The Bash Shell

Bash is a commonly-used shell that gives you the power to do tasks more quickly.

  1. Download the Git for Windows installer.
  2. Run the installer and follow the steps below:
    1. Click on "Next" four times (two times if you've previously installed Git). You don't need to change anything in the Information, location, components, and start menu screens.
    2. From the dropdown menu, "Choosing the default editor used by Git", select "Use the Nano editor by default" (NOTE: you will need to scroll up to find it) and click on "Next".
    3. On the page that says "Adjusting the name of the initial branch in new repositories", ensure that "Let Git decide" is selected. This will ensure the highest level of compatibility for our lessons.
    4. Ensure that "Git from the command line and also from 3rd-party software" is selected and click on "Next". (If you don't do this Git Bash will not work properly, requiring you to remove the Git Bash installation, re-run the installer and to select the "Git from the command line and also from 3rd-party software" option.)
    5. Select "Use bundled OpenSSH".
    6. Ensure that "Use the native Windows Secure Channel Library" is selected and click on "Next".
    7. Ensure that "Checkout Windows-style, commit Unix-style line endings" is selected and click on "Next".
    8. Ensure that "Use Windows' default console window" is selected and click on "Next".
    9. Ensure that "Default (fast-forward or merge) is selected and click "Next"
    10. Ensure that "Git Credential Manager" is selected and click on "Next".
    11. Ensure that "Enable file system caching" is selected and click on "Next".
    12. Click on "Install".
    13. Click on "Finish" or "Next".
  3. If your "HOME" environment variable is not set (or you don't know what this is):
    1. Open command prompt (Open Start Menu then type cmd and press Enter)
    2. Type the following line into the command prompt window exactly as shown:

      setx HOME "%USERPROFILE%"

    3. Press Enter, you should see SUCCESS: Specified value was saved.
    4. Quit command prompt by typing exit then pressing Enter

This will provide you with both Git and Bash in the Git Bash program.

Video Tutorial

The default shell in Mac OS X Ventura and newer versions is Zsh, but Bash is available in all versions, so no need to install anything. You access Bash from the Terminal (found in /Applications/Utilities). See the Git installation video tutorial for an example on how to open the Terminal. You may want to keep Terminal in your dock for this workshop.

To see if your default shell is Bash type echo $SHELL in Terminal and press the Return key. If the message printed does not end with '/bash' then your default is something else, you can change your current shell to Bash by typing bash and then pressing Return. To check your current shell type echo $0 and press Return.

To change your default shell to Bash type chsh -s /bin/bash and press the Return key, then reboot for the change to take effect. To change your default back to Zsh, type chsh -s /bin/zsh, press the Return key and reboot. To check available shells, type cat /etc/shells.

Video Tutorial

The default shell is usually Bash and there is usually no need to install anything.

To see if your default shell is Bash type echo $SHELL in Terminal and press the Return key. If the message printed does not end with '/bash' then your default is something else, you can change your current shell to Bash by typing bash and then pressing Return. To check your current shell type echo $0 and press Return.

To change your default shell to Bash type chsh -s /bin/bash and press the Return key, then reboot for the change to take effect. To change your default back to Zsh, type chsh -s /bin/zsh, press the Return key and reboot. To check available shells, type cat /etc/shells.

Git

Git is a version control system that lets you track who made changes to what when and has options for easily updating a shared or public version of your code on github.com. You will need a supported web browser.

You will need an account at github.com for parts of the Git lesson. Basic GitHub accounts are free. We encourage you to create a GitHub account if you don't have one already. Please consider what personal information you'd like to reveal. For example, you may want to review these instructions for keeping your email address private provided at GitHub.

Please open the Terminal app, type git --version and press Enter/Return. If it's not installed already, follow the instructions to Install the "command line developer tools". Do not click "Get Xcode", because that will take too long and is not necessary for our Git lesson. After installing these tools, there won't be anything in your /Applications folder, as they and Git are command line programs. For older versions of OS X (10.5-10.8) use the most recent available installer labelled "snow-leopard" available here. (Note: this project is no longer maintained.) Because this installer is not signed by the developer, you may have to right click (control click) on the .pkg file, click Open, and click Open in the pop-up dialog. You can watch a video tutorial about this case.

Video Tutorial

If Git is not already available on your machine you can try to install it via your distro's package manager. For Debian/Ubuntu run sudo apt-get install git and for Fedora run sudo dnf install git.

Text Editor

When you're writing code, it's nice to have a text editor that is optimized for writing code, with features like automatic color-coding of key words. The default text editor on macOS and Linux is usually set to Vim, which is not famous for being intuitive. If you accidentally find yourself stuck in it, hit the Esc key, followed by :+Q+! (colon, lower-case 'q', exclamation mark), then hitting Return to return to the shell.

nano is a basic editor and the default that instructors use in the workshop. It is installed along with Git.

nano is a basic editor and the default that instructors use in the workshop. See the Git installation video tutorial for an example on how to open nano. It should be pre-installed.

Video Tutorial

nano is a basic editor and the default that instructors use in the workshop. It should be pre-installed.

R

R is a programming language that is especially powerful for data exploration, visualization, and statistical analysis. To interact with R, we use RStudio.

Newcastle University Managed Computers

The University provides 'packaged' software, which can be installed without admin rights on your managed laptop or workstation. It is necessary to install both the R language and the RStudio IDE (integrated development environment). Follow the instructions below to install these from Software Center (available on all managed laptops/workstations). If you can't see the software you need, log a ticket at https://nuservice.ncl.ac.uk to request that it is added to Software Center. You'll need to provide the PC name.

  1. Open Software Center from the start button and search for 'CRAN-R'.
  2. Click Install
  3. After install is completed, search for 'RStudio'
  4. Click Install - this will take around 30 minutes but can run in the background while you do other tasks.
  5. RStudio can then be launched from the start menu.

Required R packages

After installing R, it is necessary to install packages for the workshop within R. This workshop uses the following packages:
  • ggplot
  • dplyr
  • knitr
Packages can be installed using the RStudio console on the left of the screen. Type:
install.packages("ggplot2")
install.packages("dplyr")
install.packages("knitr")

Notes:
  • On a University Managed computer, you will not have admin rights and the packages will be installed 'per user' to your H: drive in a location like: c:\Users\local_b1234567\Temp\RtmpOipgT2\downloaded_packages
  • If you are prompted to 'pick a mirror', any choice is fine but it's normally fastest to pick one in the UK like London or Bristol

Other Windows devices

Install R by downloading and running this .exe file from CRAN. Also, please install the RStudio IDE. Note that if you have separate user and admin accounts, you should run the installers as administrator (right-click on .exe file and select "Run as administrator" instead of double-clicking). Otherwise problems may occur later, for example when installing R packages.
Next, follow 'Required R packages' above to ensure you have the required packages for this workshop.

Video Tutorial

Install R by downloading and running this .pkg file from CRAN. Also, please install the RStudio IDE.

Required R packages

After installing R, it is necessary to install packages for the workshop within R. This workshop uses the following packages:
  • ggplot
  • dplyr
  • knitr
Packages can be installed using the RStudio console on the left of the screen. Type:
install.packages("ggplot2")
install.packages("dplyr")
install.packages("knitr")
</p>
Notes:
  • If you are prompted to 'pick a mirror', any choice is fine but it's normally fastest to pick one in the UK like London or Bristol

Video Tutorial

Instructions for R installation on various Linux platforms (debian, fedora, redhat, and ubuntu) can be found at <https://cran.r-project.org/bin/linux/>. These will instruct you to use your package manager (e.g. for Fedora run sudo dnf install R and for Debian/Ubuntu, add a ppa repository and then run sudo apt-get install r-base). Also, please install the RStudio IDE.

Required R packages

After installing R, it is necessary to install packages for the workshop within R. This workshop uses the following packages:

  • ggplot
  • dplyr
  • knitr
Packages can be installed using the RStudio console on the left of the screen. Type:
install.packages("ggplot2")
install.packages("dplyr")
install.packages("knitr")

Notes:
  • If you are prompted to 'pick a mirror', any choice is fine but it's normally fastest to pick one in the UK like London or Bristol