Introduction to R and RStudio

Estimated time: 25 minutes

Instructor Note

• Leave about 30 minutes at the start of each workshop and another 15 mins at the start of each session for technical difficulties like WiFi and installing things (even if you asked students to install in advance, longer if not).
• Be sure to actually go through examples of an R help page: help files can be intimidating at first, but knowing how to read them is tremendously useful.
• Don’t worry about being correct or knowing the material back-to-front. Use mistakes as teaching moments: the most vital skill you can impart is how to debug and recover from unexpected errors.

Overview

Questions

• How to find your way around RStudio?
• How to interact with R?
• How to install packages?

Objectives

• Describe the purpose and use of each pane in the RStudio IDE
• Locate buttons and options in the RStudio IDE
• Define a variable
• Assign data to a variable
• Use mathematical and comparison operators
• Call functions
• Manage packages

Motivation

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Instructor Note

• This lesson is designed to introduce learners to the core concepts of R that they will need in order to complete the other lessons in this workshop.
• It is intended for learners who have no prior experience with R. If your workshop learners have all completed another Software or Data Carpentry R workshop, or have taken courses in R, you can skip this lesson and move straight into the [Introduction to Geospatial Raster and Vector Data with R] (https://datacarpentry.org/r-raster-vector-geospatial/) lesson.
• This lesson is a trimmed-down version of the R for Reproducible Scientific Analysis SWC lesson. It does not cover visualization in detail, as the later lesson in this workshop covers visualization in the context of geospatial data.

Science is a multi-step process: once you’ve designed an experiment and collected data, the real fun begins! This lesson will teach you how to start this process using R and RStudio. We will begin with raw data, perform exploratory analyses, and learn how to plot results graphically. This example starts with a dataset from gapminder.org containing population information for many countries through time. Can you read the data into R? Can you plot the population for Senegal? Can you calculate the average income for countries on the continent of Asia? By the end of these lessons you will be able to do things like plot the populations for all of these countries in under a minute!

Before Starting The Workshop

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Please ensure you have the latest version of R and RStudio installed on your machine. This is important, as some packages used in the workshop may not install correctly (or at all) if R is not up to date.

• Download and install the latest version of R here
• Download and install RStudio here

Instructor Note

• If your workshop includes the Introduction to Geospatial Concepts lesson, learners will have just been introduced to RStudio in the context of the overall Geospatial software landscape.
• Have your learners open RStudio and follow along as you explain each pane. Make sure that your RStudio environment is the default so learners can follow along.
• Be sure to explain how to execute code from the script window, whether you’re using the Run button or the keyboard shortcut.
• Learners will be using several packages in the next lesson, so be sure to introduce what a package is and how it is installed.

Introduction to RStudio

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Throughout this lesson, we’re going to teach you some of the fundamentals of the R language as well as some best practices for organizing code for scientific projects that will make your life easier.

We’ll be using RStudio: a free, open source R integrated development environment (IDE). It provides a built in editor, works on all platforms (including on servers) and provides many advantages such as integration with version control and project management.

Basic layout

When you first open RStudio, you will be greeted by three panels:

• The interactive R console (entire left)
• Environment/History (tabbed in upper right)
• Files/Plots/Packages/Help/Viewer (tabbed in lower right)

Once you open files, such as R scripts, an editor panel will also open in the top left.

Workflow within RStudio

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There are two main ways one can work within RStudio.

1. Test and play within the interactive R console then copy code into a .R file to run later.

• This works well when doing small tests and initially starting off.
• It quickly becomes laborious

2. Start writing in an .R file and use RStudio’s shortcut keys for the Run command to push the current line, selected lines or modified lines to the interactive R console.

• This is a great way to start; all your code is saved for later
• You will be able to run the file you create from within RStudio or using R’s source() function.

Tip: Running segments of your code

RStudio offers you great flexibility in running code from within the editor window. There are buttons, menu choices, and keyboard shortcuts. To run the current line, you can

1. click on the Run button above the editor panel, or
2. select “Run Lines” from the “Code” menu, or
3. hit Ctrl+Enter in Windows, Ctrl+Return in Linux, or ⌘+Return on OS X. (This shortcut can also be seen by hovering the mouse over the button). To run a block of code, select it and then Run.

Introduction to R

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Much of your time in R will be spent in the R interactive console. This is where you will run all of your code, and can be a useful environment to try out ideas before adding them to an R script file. This console in RStudio is the same as the one you would get if you typed in R in your command-line environment.

The first thing you will see in the R interactive session is a bunch of information, followed by a “>” and a blinking cursor. When you are running a section of your code, this is the location where R will first read your code, attempt to execute them, and then returns a result.

Using R as a calculator

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The simplest thing you could do with R is do arithmetic:

R

1 + 100

OUTPUT

[1] 101

And R will print out the answer, with a preceding “[1]”. Don’t worry about this for now, we’ll explain that later. For now think of it as indicating output.

Like bash, if you type in an incomplete command, R will wait for you to complete it:

R

> 1 +

OUTPUT

+

Any time you hit return and the R session shows a “+” instead of a “>”, it means it’s waiting for you to complete the command. If you want to cancel a command you can simply hit “Esc” and RStudio will give you back the “>” prompt.

Tip: Cancelling commands

If you’re using R from the command line instead of from within RStudio, you need to use Ctrl+C instead of Esc to cancel the command. This applies to Mac users as well!

Cancelling a command isn’t only useful for killing incomplete commands: you can also use it to tell R to stop running code (for example if it’s taking much longer than you expect), or to get rid of the code you’re currently writing.

When using R as a calculator, the order of operations is the same as you would have learned back in school.

From highest to lowest precedence:

• Parentheses: ( )
• Exponents: ^ or **
• Divide: /
• Multiply: *
• Add: +
• Subtract: -

R

3 + 5 * 2

OUTPUT

[1] 13

Use parentheses to group operations in order to force the order of evaluation if it differs from the default, or to make clear what you intend.

R

(3 + 5) * 2

OUTPUT

[1] 16

This can get unwieldy when not needed, but clarifies your intentions. Remember that others may later read your code.

R

(3 + (5 * (2 ^ 2))) # hard to read
3 + 5 * 2 ^ 2       # clear, if you remember the rules
3 + 5 * (2 ^ 2)     # if you forget some rules, this might help

The text after each line of code is called a “comment”. Anything that follows after the hash (or octothorpe) symbol # is ignored by R when it executes code.

Really small or large numbers get a scientific notation:

R

2/10000

OUTPUT

[1] 2e-04

Which is shorthand for “multiplied by 10^XX”. So 2e-4 is shorthand for 2 * 10^(-4).

You can write numbers in scientific notation too:

R

5e3  # Note the lack of minus here

OUTPUT

[1] 5000

Don’t worry about trying to remember every function in R. You can look them up using a search engine, or if you can remember the start of the function’s name, use the tab completion in RStudio.

This is one advantage that RStudio has over R on its own, it has auto-completion abilities that allow you to more easily look up functions, their arguments, and the values that they take.

Typing a ? before the name of a command will open the help page for that command. As well as providing a detailed description of the command and how it works, scrolling to the bottom of the help page will usually show a collection of code examples which illustrate command usage. We’ll go through an example later.

Comparing things

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We can also do comparison in R:

R

1 == 1  # equality (note two equals signs, read as "is equal to")

OUTPUT

[1] TRUE

R

1 != 2  # inequality (read as "is not equal to")

OUTPUT

[1] TRUE

R

1 < 2  # less than

OUTPUT

[1] TRUE

R

1 <= 1  # less than or equal to

OUTPUT

[1] TRUE

R

1 > 0  # greater than

OUTPUT

[1] TRUE

R

1 >= -9 # greater than or equal to

OUTPUT

[1] TRUE

Tip: Comparing Numbers

A word of warning about comparing numbers: you should never use == to compare two numbers unless they are integers (a data type which can specifically represent only whole numbers).

Computers may only represent decimal numbers with a certain degree of precision, so two numbers which look the same when printed out by R, may actually have different underlying representations and therefore be different by a small margin of error (called Machine numeric tolerance).

Instead you should use the all.equal function.

Further reading: http://floating-point-gui.de/

Variables and assignment

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We can store values in variables using the assignment operator <-, like this:

R

x <- 1/40

Notice that assignment does not print a value. Instead, we stored it for later in something called a variable. x now contains the value 0.025:

R

x

OUTPUT

[1] 0.025

More precisely, the stored value is a decimal approximation of this fraction called a floating point number.

Look for the Environment tab in one of the panes of RStudio, and you will see that x and its value have appeared. Our variable x can be used in place of a number in any calculation that expects a number:

R

log(x)

OUTPUT

[1] -3.688879

Notice also that variables can be reassigned:

R

x <- 100

x used to contain the value 0.025 and and now it has the value 100.

Assignment values can contain the variable being assigned to:

R

x <- x + 1 #notice how RStudio updates its description of x on the top right tab
y <- x * 2

The right hand side of the assignment can be any valid R expression. The right hand side is fully evaluated before the assignment occurs.

Challenge 1

What will be the value of each variable after each statement in the following program?

R

mass <- 47.5
age <- 122
mass <- mass * 2.3
age <- age - 20

Solution to challenge 1

R

mass <- 47.5

This will give a value of 47.5 for the variable mass

R

age <- 122

This will give a value of 122 for the variable age

R

mass <- mass * 2.3

This will multiply the existing value of 47.5 by 2.3 to give a new value of 109.25 to the variable mass.

R

age <- age - 20

This will subtract 20 from the existing value of 122 to give a new value of 102 to the variable age.

Challenge 2

Run the code from the previous challenge, and write a command to compare mass to age. Is mass larger than age?

Solution to challenge 2

One way of answering this question in R is to use the > to set up the following:

R

mass > age

OUTPUT

[1] TRUE

This should yield a boolean value of TRUE since 109.25 is greater than 102.

Variable names can contain letters, numbers, underscores and periods. They cannot start with a number nor contain spaces at all. Different people use different conventions for long variable names, these include

• periods.between.words
• underscores_between_words
• camelCaseToSeparateWords

What you use is up to you, but be consistent.

It is also possible to use the = operator for assignment:

R

x = 1/40

But this is much less common among R users. The most important thing is to be consistent with the operator you use. There are occasionally places where it is less confusing to use <- than =, and it is the most common symbol used in the community. So the recommendation is to use <-.

Challenge 3

Which of the following are valid R variable names?

R

min_height
max.height
_age
.mass
MaxLength
min-length
2widths
celsius2kelvin

Solution to challenge 3

The following can be used as R variables:

R

min_height
max.height
MaxLength
celsius2kelvin

The following creates a hidden variable:

R

.mass

We won’t be discussing hidden variables in this lesson. We recommend not using a period at the beginning of variable names unless you intend your variables to be hidden.

The following will not be able to be used to create a variable

R

_age
min-length
2widths

Installing Packages

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We can use R as a calculator to do mathematical operations (e.g., addition, subtraction, multiplication, division), as we did above. However, we can also use R to carry out more complicated analyses, make visualizations, and much more. In later episodes, we’ll use R to do some data wrangling, plotting, and saving of reformatted data.

R coders around the world have developed collections of R code to accomplish themed tasks (e.g., data wrangling). These collections of R code are known as R packages. It is also important to note that R packages refer to code that is not automatically downloaded when we install R on our computer. Therefore, we’ll have to install each R package that we want to use (more on this below).

We will practice using the dplyr package to wrangle our datasets in episode 6 and will also practice using the ggplot2 package to plot our data in episode 7. To give an example, the dplyr package includes code for a function called filter(). A function is something that takes input(s) does some internal operations and produces output(s). For the filter() function, the inputs are a dataset and a logical statement (i.e., when data value is greater than or equal to 100) and the output is data within the dataset that has a value greater than or equal to 100.

There are two main ways to install packages in R:

1. If you are using RStudio, we can go to Tools > Install Packages... and then search for the name of the R package we need and click Install.

2. We can use the install.packages( ) function. We can do this to install the dplyr R package.

R

install.packages("dplyr")

OUTPUT

The following package(s) will be installed:
- dplyr [1.1.4]
These packages will be installed into "~/Documents/2024-07-01-ucsb-intro-geospatial/renv/profiles/lesson-requirements/renv/library/R-4.3/aarch64-apple-darwin20".

# Installing packages --------------------------------------------------------
- Installing dplyr ...                          OK [linked from cache]
Successfully installed 1 package in 5.6 milliseconds.

It’s important to note that we only need to install the R package on our computer once. Well, if we install a new version of R on the same computer, then we will likely need to also re-install the R packages too.

Challenge 4

What code would we use to install the ggplot2 package?

Solution to challenge 4

We would use the following R code to install the ggplot2 package:

R

install.packages("ggplot2")

Now that we’ve installed the R package, we’re ready to use it! To use the R package, we need to “load” it into our R session. We can think of “loading” an R packages as telling R that we’re ready to use the package we just installed. It’s important to note that while we only have to install the package once, we’ll have to load the package each time we open R (or RStudio).

To load an R package, we use the library( ) function. We can load the dplyr package like this:

R

library(dplyr)

OUTPUT

Attaching package: 'dplyr'

OUTPUT

The following objects are masked from 'package:stats':

    filter, lag

OUTPUT

The following objects are masked from 'package:base':

    intersect, setdiff, setequal, union

Challenge 5

Which of the following could we use to load the ggplot2 package? (Select all that apply.)

1. install.packages(“ggplot2”)
2. library(“ggplot2”)
3. library(ggplot2)
4. library(ggplo2)

Solution to challenge 5

The correct answers are b and c. Answer a will install, not load, the ggplot2 package. Answer b will correctly load the ggplot2 package. Note there are no quotation marks. Answer c will correctly load the ggplot2 package. Note there are quotation marks. Answer d will produce an error because ggplot2 is misspelled.

Note: It is more common for coders to not use quotation marks when loading an R package (i.e., answer c).

R

library(ggplot2)

Key Points

• Use RStudio to write and run R programs.
• R has the usual arithmetic operators.
• Use <- to assign values to variables.
• Use install.packages() to install packages (libraries).