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Setup

Spreadsheets Setup

Data

You need to download some files to follow this lesson:

  1. Download the following three files:
  1. Place these 3 files in a folder you can easily find and access on your computer (or instance in a datacarpentry-spreadsheets folder on your Desktop or within your Home folder).

About the data

For more information about the dataset and to download it from Figshare, check out the Social Sciences workshop data page. {: .prereq}

Software

To interact with spreadsheets, we can use LibreOffice, Microsoft Excel, Gnumeric, or other programs. Commands may differ a bit between programs, but the general ideas for thinking about spreadsheets are the same.

For this lesson, if you don't have a spreadsheet program already, you can use LibreOffice. It's a free, open source spreadsheet program.

macOS users who use Apple's Numbers application should note that it does not contain some of the features (particularly data validation) that we will be using. Please use LibreOffice or Microsoft Excel instead.

Windows

  • Download the Installer
  • Install LibreOffice by going to the installation page. The version for Windows should automatically be selected. Click Download Version X.X.X (whichever is the most recent version).
  • Install LibreOffice
  • Once the installer is downloaded, double click on it and LibreOffice should install.

Mac OS X

  • Download the Installer
  • Install LibreOffice by going to the installation page. The version for Mac should automatically be selected. Click Download Version X.X.X (whichever is the most recent version).
  • Install LibreOffice
  • Once the installer is downloaded, double click on it and LibreOffice should install.

Linux

  • Download the Installer
  • Install LibreOffice by going to the installation page. The version for Linux should automatically be selected. Click Download Version X.X.X (whichever is the most recent version).
  • Install LibreOffice
  • Once the installer is downloaded, double click on it and LibreOffice should install. {: .prereq}

OpenRefine Setup

Data

The data for this lesson is a part of the Data Carpentry Social Sciences workshop. It is a teaching version of the Studying African Farmer-Led Irrigation (SAFI) database. The SAFI dataset represents interviews of farmers in two countries in eastern sub-Saharan Africa (Mozambique and Tanzania). These interviews were conducted between November 2016 and June 2017 and probed household features (e.g. construction materials used, number of household members), agricultural practices (e.g. water usage), and assets (e.g. number and types of livestock).

The data used in this lesson is a subset of the teaching version that has been intentionally 'messed up' for this lesson.

Download the data file to your computer by clicking this link. (direct link: https://ndownloader.figshare.com/files/11502815) {: .prereq}

Software

For this lesson you will need OpenRefine (formerly Google Refine) and a web browser.

Note: this is a Java program that runs on your machine (not in the cloud). It runs inside your browser, but no web connection is needed.

Windows

  • Check that you have Firefox or Chrome browsers installed and set as your default browser. OpenRefine runs in your default browser. It will not run correctly in Internet Explorer.
  • Download software from http://openrefine.org
  • Unzip the downloaded file into a directory by right-clicking and selecting “Extract…”. Name that directory something like OpenRefine.
  • Go to your newly created OpenRefine directory.
  • Launch OpenRefine
  • Click the openrefine.exe (this will launch a command prompt window, but you can ignore that and wait for the browser to launch)
  • If you are using a different browser, or OpenRefine does not automatically open for you, point your browser at http://127.0.0.1:3333/ or http://localhost:3333 to launch the program.

Mac

  • Check that you have Firefox or Chrome browsers installed and set as your default browser. OpenRefine runs in your default browser. It will not run correctly in Internet Explorer.
  • Download software from http://openrefine.org
  • Unzip the downloaded file into a directory by double-clicking it. Name that directory something like OpenRefine.
  • Go to your newly created OpenRefine directory.
  • Launch OpenRefine
  • Drag icon into Applications folder, and Ctrl-click/Open… it.
  • If you are using a different browser, or OpenRefine does not automatically open for you, point your browser at http://127.0.0.1:3333/ or http://localhost:3333 to launch the program.

Linux

  • Check that you have Firefox or Chrome browsers installed and set as your default browser. OpenRefine runs in your default browser. It will not run correctly in Internet Explorer.
  • Download software from http://openrefine.org
  • Unzip the downloaded file into a directory. Name that directory something like OpenRefine.
  • Go to your newly created OpenRefine directory.
  • Launch OpenRefine
  • Type ./refine into the terminal within the OpenRefine directory
  • If you are using a different browser, or OpenRefine does not automatically open for you, point your browser at http://127.0.0.1:3333/ or http://localhost:3333 to launch the program. {: .prereq}

R Setup

Overview

R and RStudio are separate downloads and installations. R is the underlying statistical computing environment, but using R alone is no fun. RStudio is a graphical integrated development environment (IDE) that makes using R much easier and more interactive. You need to install R before you install RStudio. Once installed, because RStudio is an IDE, RStudio will run R in the background. You do not need to run it separately. After installing both programs, you will need to install the tidyverse package from within RStudio. Follow the instructions below for your operating system, and then follow the instructions to install tidyverse. {: .prereq}

Software

Windows

If you already have R and RStudio installed

  • Open RStudio, and click on "Help" > "Check for updates". If a new version is available, quit RStudio, and download the latest version for RStudio.
  • To check which version of R you are using, start RStudio and the first thing that appears in the console indicates the version of R you are running. Alternatively, you can type sessionInfo(), which will also display which version of R you are running. Go on the CRAN website and check whether a more recent version is available. If so, please download and install it. You can check here for more information on how to remove old versions from your system if you wish to do so.

If you don't have R and RStudio installed

  • Download R from the CRAN website.
  • Run the .exe file that was just downloaded
  • Go to the RStudio download page
  • Under Installers select RStudio x.yy.zzz - Windows Vista/7/8/10 (where x, y, and z represent version numbers)
  • Double click the file to install it
  • Once it's installed, open RStudio to make sure it works and you don't get any error messages.

macOS

If you already have R and RStudio installed

  • Open RStudio, and click on "Help" > "Check for updates". If a new version is available, quit RStudio, and download the latest version for RStudio.
  • To check the version of R you are using, start RStudio and the first thing that appears on the terminal indicates the version of R you are running. Alternatively, you can type sessionInfo(), which will also display which version of R you are running. Go on the CRAN website and check whether a more recent version is available. If so, please download and install it.

If you don't have R and RStudio installed

  • Download R from the CRAN website.
  • Select the .pkg file for the latest R version
  • Double click on the downloaded file to install R
  • It is also a good idea to install XQuartz (needed by some packages)
  • Go to the RStudio download page
  • Under Installers select RStudio x.yy.zzz - Mac OS X 10.6+ (64-bit) (where x, y, and z represent version numbers)
  • Double click the file to install RStudio
  • Once it's installed, open RStudio to make sure it works and you don't get any error messages.

Linux

  • Follow the instructions for your distribution from CRAN, they provide information to get the most recent version of R for common distributions. For most distributions, you could use your package manager (e.g., for Debian/Ubuntu run sudo apt-get install r-base, and for Fedora sudo yum install R), but we don't recommend this approach as the versions provided by this approach are usually out of date. In any case, make sure you have at least R 3.3.1.
  • Go to the RStudio download page
  • Under Installers select the version that matches your distribution, and install it with your preferred method (e.g., with Debian/Ubuntu sudo dpkg -i rstudio-x.yy.zzz-amd64.deb at the terminal).
  • Once it's installed, open RStudio to make sure it works and you don't get any error messages.

For everyone

After installing R and RStudio, you need to install the tidyverse package.

  • After starting RStudio, at the console type: install.packages(c("tidyverse")) {: .prereq}