Data Carpentry Workshop Setup Instructions

Requirements: Data Carpentry's teaching is hands-on, so participants are expected to bring in and use their own laptops to insure the proper setup of tools for an efficient workflow once you leave the workshop. There are no pre-requisites, and we will assume no prior knowledge about the tools.

Contact: Please email szamosjc@mcmaster.ca for questions and information not covered here.

Setup

To participate in a Data Carpentry workshop, you will need the data files and working copies of the software described below. Please make sure to install everything and try opening it to make sure it works before the start of the workshop. If you run into any problems, please come to our software installation party, Monday, June 4, 3:30 - 5:00, LSB 216. Participants should bring and use their own laptops to insure the proper setup of tools for an efficient workflow once you leave the workshop.

Data

We recommend creating a directory (folder) on your computer for workshop materials. You can download all files into that directory and then work in there for the workshop itself. The files you'll need to download are:

Software

This workshop will be using the software outlined in the install instructions below. Please see the section for your operating system for those directions.

Windows

Please go through all the installation steps below and make sure that you not only installed them, but start them up to make sure they're working. If you have any problems, don't hesitate to email the instructors to ask for help.

  1. A spreadsheet program
    For this workshop you will need a spreadsheet program. Many people already have Microsoft Excel installed, and if you do, you're set!
    If you need a spreadsheet program, there are a few other options, like OpenOffice and LibreOffice. Install instructions for LibreOffice, which is free and open source, are here.
    • Download the Installer
      Install LibreOffice by going to the installation page. The version for Windows should automatically be selected. Click on the button below "Main Installer" Download Version x.y.z. You will go to a page that asks about a donation, but you don't need to make one. Your download should begin automatically.
    • Install LibreOffice
      Once the installer is downloaded, double click on it and it should install.
    • To use LibreOffice, double click on the icon and it will open.

  2. R and tidyverse
    In the workshop, we will use RStudio. RStudio is a nice interface to the programming language R. To use RStudio, you need to install both R and RStudio. If you have previously installed R and/or RStudio, please make sure if at all possible that you have the most up-to-date versions.
    • Download R from here
    • Run the .exe file that was just downloaded
    • Go to the RStudio Download page
    • Under Installers select RStudio 0.98.1103 - Windows XP/Vista/7/8/10
    • 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.
    • Once R and RStudio are working, install the tidyverse packages
      • Make sure you are connected to the internet and launch RStudio
      • In the R console type install.packages('tidyverse') and press Enter. The packages will take a few minutes to download and install.
      • Once they're finished, type library(tidyverse). If you don't get an error message (it will include the word Error), the packages have been successfully installed.

  3. Git and GitHub
    • 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.
    • Download the Git for Windows installer.
    • Run the installer and follow the steps bellow. If there is a step not mentioned here, please leave the default settings:
      1. Click on "Next".
      2. Click on "Next".
      3. Keep "Use Git from the Windows Command Prompt" selected and click on "Next". If you forgot to do this programs that you need for the workshop will not work properly. If this happens rerun the installer and select the appropriate option.
      4. Click on "Next".
      5. Keep "Checkout Windows-style, commit Unix-style line endings" selected and click on "Next".
      6. Keep "Use Windows' default console window" selected and click on "Next".
      7. Click on "Install".
      8. Click on "Finish".

Mac

Please go through all the installation steps below and make sure that you not only installed them, but start them up to make sure they're working. If you have any problems, don't hesitate to email the instructors to ask for help, or arrive early on the first day of the workshop to get help.

  1. A spreadsheet program
    For this workshop you will need a spreadsheet program. Many people already have Microsoft Excel installed, and if you do, you're set!
    If you need a spreadsheet program, there are a few other options, like OpenOffice and LibreOffice. Install instructions for LibreOffice, which is free and open source, are here.
    • Download the Installer
      Install LibreOffice by going to the installation page. The version for Mac should automatically be selected. Click on the button below "Main Installer" Download Version x.y.z. You will go to a page that asks about a donation, but you don't need to make one. Your download should begin automatically.
    • Install LibreOffice
      Once the installer is downloaded, double click on it and it should install.
    • To use LibreOffice, double click on the icon and it will open.

  2. R
    In the workshop, we will use RStudio. RStudio is a nice interface to the programming language R. To use RStudio, you need to install both R and RStudio. If you have previously installed R and/or RStudio, please make sure if at all possible that you have the most up-to-date versions.
    • Go to CRAN and click on Download R for (Mac) OS X
    • Select the .pkg file for the version of OS X that you have and the file will download.
    • Double click on the file that was downloaded and R will install
    • Go to the RStudio Download page
    • Under Installers select RStudio x.yy.zzz - Mac OS X 10.6+ (64-bit) to download it.
    • Once it's downloaded, 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.
    • Once R and RStudio are working, install the tidyverse packages
      • Make sure you are connected to the internet and launch RStudio
      • In the R console type install.packages('tidyverse') and press Enter. The packages will take a few minutes to download and install.
      • Once they're finished, type library(tidyverse). If you don't get an error message (it will include the word Error), the packages have been successfully installed.

  3. Git and GitHub
    • 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.
    • For OS X 10.9 and higher, install Git for Mac by downloading and running the most recent "mavericks" installer from this list. After installing Git, there will not be anything in your /Applications folder, as Git is a command line program.
    • For older versions of OS X (10.5-10.8) use the most recent available installer labelled "snow-leopard" available here.

Linux

Please go through all the installation steps below and make sure that you not only installed them, but start them up to make sure they're working. If you have any problems, don't hesitate to email the instructors to ask for help, or arrive early on the first day of the workshop to get help.

  1. A spreadsheet program
    For this workshop you will need a spreadsheet program. LibreOffice comes preinstalled with several Linux distributions. If you don't already have it, use your package manager to install it: (e.g., sudo apt-get install libreoffice for Ubuntu and other Debian-based distributions).

  2. R
    In the workshop, we will use RStudio. RStudio is a nice interface to the programming language R. To use RStudio, you need to install both R and RStudio. If you have previously installed R and/or RStudio, please make sure if at all possible that you have the most up-to-date versions.
    • Follow the instructions for your distribution from CRAN. For most distributions, you can use your package manager (e.g. for Debian/Ubuntu run sudo apt-get install r-base, and for Fedora run sudo yum install R) but make sure that you have at least R 3.3.1 (as pre-packaged versions might be out of date).
    • To install RStudio, go to the RStudio Download page
    • Under Installers select the version for your distribution.
    • Once it's downloaded, double click the file to install it (or 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.
    • Once R and RStudio are working, install the tidyverse packages
      • Make sure you are connected to the internet and launch RStudio
      • In the R console type install.packages('tidyverse') and press Enter. The packages will take a few minutes to download and install.
      • Once they're finished, type library(tidyverse). If you don't get an error message (it will include the word Error), the packages have been successfully installed.

  3. Git and Github
    • 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.
    • Git is likely to have been included in your original install, but if it was not you can use your package manager to install it (e.g. sudo apt-get install git on Debian-based systems like Ubuntu).
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