Computing for Research I Spring 2014 Lecture 1: January 8

1. Computing for Research ISpring 2014Lecture 1: January 8 Primary Instructor: Elizabeth Garrett-Mayer

2. Introduction • Description:    Students learn to use the primary statistical software packages for data manipulation and analysis, including (but not limited to):  R, R Bioconductor, SAS, and Stata. Additionally, students will learn:  how to use the division's high speed cluster-computing environment, how to practice the principles of reproducible research using Sweave in R, how to use LaTeX and BibTeX for manuscript and presentation development, and how to create and maintain a website.  This is a three credit course. • Course Organization:  This course is given by faculty and students in the Department of Public Health Science.  Instructors will take turns giving lectures in their areas of expertise.  Dr. Garrett-Mayer is the primary instructor and the course director. • Textbooks:  No textbook.  Reading material (primarily found on the web) will be provided as necessary. • Prerequisites:  Biometry 700

3. Evaluation • Grading:  Instructors will give short exercises to be completed and turned into the primary instructor by the Wednesday of the week following when it was assigned (e.g., assignments given on Mon Feb 3and Wed Feb 5 are both due on WedFeb 12).  Each assignment will count equally towards 75% of the course grade.  There will be a final project which will account for the remaining 20% of the course grade. The remaining 5% of the course grade will reflect class participation. • Homeworks Policy: Homeworks are due by 5pm on the due date.  All homeworks should be emailed to the primary instructor (garrettm@musc.edu) or turned in at lecture time.  Asking for extensions on homeworks is discouraged.  However, it is expected that, on occasion, extenuating circumstances may arise.  Therefore, the policy is that each student may request an extension on homework twice and the extension is to be no more than 2 days.   After using two extensions, no more extensions will be granted except with a medical note.  

4. Classroom Etiquette • Attention to material: Laptops are permitted in class, but it is expected that if they are used, it is to follow along with the lecture. Email and web browsers should not be visited during class time. Checking phones during lecture is not acceptable. The instructors are giving their time and expertise. Be respectful and give them your attention. • Classroom disruptions: Many of us have small children and others who we need to be able to be in contact with during lectures. It is acceptable to bring pagers or cell phones to class. Please be sure they are on silent mode. If you need to leave during lecture to take a phone call, or make a phone call, please do so. However, this should be a relatively rare occurrence. Texting and emailing during lecture time is not acceptable. • Violations of classroom etiquette policies will result in a 0 for class participation.

5. Contact Office Hours:  The primary instructor will be available by appointment. Liqiong Fan will also have office hours. However, given the nature of the course, the primary instructor (or TA) may not be knowledgeable regarding all of the topics covered.  As a result, additional help may be needed to complete assignments from the lecturers.  Be considerate and responsible in scheduling time with course instructors and recognize that they all have busy schedules.

6. Course Objectives Upon successful completion of the course, the student will be able to • Import, perform simple analyses and produce graphical displays in Stata, SAS and R • Create new functions or commands in each of R, Stata and SAS • Generate professional quality scientific manuscripts and presentations using Latex along with statistical software • Perform standard power and sample size calculations using available software and simulations. • Operate the division’s cluster computer with batch computing

7. Schedule, briefly • SAS • data mangement • STATA • website design • R • sample size/power calculations • Batch processing • Latex + Sweave

8. Detailed Schedule

9. Detailed Schedule (continued)

10. Housekeeping • We are meeting in a regular classroom • Bringing laptops is allowed • Data, code, etc. needed for class will be on the website prior to class • For optimal interface, install packages ASAP • R (http://cran.r-project.org/) • Stata (DPHS helpdesk request) • SAS (DPHShelpdesk request) • Create a bookmark to the course website: http://people.musc.edu/~elg26/teaching/statcomputing.2014/statcomputingI.2014.htm

11. Lecture Notes • Every lecturer will have his/her own style • Notes may be • prepared ahead of time and posted • Prepared and posted after the lecture • Nonexistent • Lecture notes will NOT be printed by the instructors prior to lecture. • If they are available and you would like a paper copy, it is your responsibility to print them out.

12. Introduction • 2014: to be a successful biostatistician/epidemiologist, you MUST be competent on the computer. • Historically: students learned in labs from (older) students • Moving forward: • many options for analysis and generation of results • Efficiency in computing is essential. • Your computer IS your lab!

13. Data analysis software • In this course: • R • Stata • SAS • Many other options:

14. SAS: History • SAS was conceived by Anthony J. Barr in 1966. As a North Carolina State University graduate student from 1962 to 1964, Barr had created an analysis of variance modeling language. From 1966 to 1968, Barr developed the fundamental structure and language of SAS. • In January 1968, Barr and James Goodnight collaborated, integrating new multiple regression and analysis of variance routines developed by Goodnight into Barr's framework. • By 1971, SAS was gaining popularity within the academic community. One strength of the system was analyzing experiments with missing data, which was useful to the pharmaceutical and agricultural industries, among others. • In 1976, SAS Institute, Inc. was incorporated. • The latest version, SAS version 9.4, was released in July 2013

15. SAS: functioning • SAS consists of a number of components, which organizations separately license and install as required. • Licenses expire! Software cannot be used after expiration (unless renewed)

16. Why (or why not) SAS? • Most commonly used in pharma (although that may be changing!) • “FDA likes SAS”: truth or myth? • Many jobs for MS statisticians and/or epidemiologists require SAS expertise • The most common language • Becoming less the choice of academia • Updates are less frequent than freeware • ‘pros’ of competitors are starting to outweigh the ‘pros of SAS • Licensing costs • Slow to add new functionality • Lack of consistency with syntax • Learning curve is slower than other programs that now have similar capability

17. Stata • Stata is a general-purpose statistical software package created in 1985 by StataCorp. • Most of its users work in research, especially in the fields of economics, sociology, political science, biomedicine and epidemiology. • Relatively simple to learn yet powerful • Latest version is Stata 13 (released June 2013). • Lots of add-ons for epi users

18. Why (or why not) Stata? • Relatively inexpensive (especially as student or single-user) • Biomedical focus: output and functions are tailored to medical research • Fast and big: can handle and manipulate large datasets • Sophisticated with wide range of tools • Easy to learn language with consistent syntax • Graphics are not as good as other packages (although that has improved) • Programming (simulations, loops, etc.) is more challenging

19. R: History • R is a programming language and software environment for statistical computing and graphics. • The R language has become a de facto standard among statisticians for the development of statistical software,and is widely used for statistical software development and data analysis. • R is an implementation of the S programming language. S was created by John Chambers while at Bell Labs. R was created by Ross Ihaka and Robert Gentleman, and is now developed by the R Development Core Team. R is named partly after the first names of the first two R authors, and partly as a play on the name of S. • R source code is freely available under the GNU General Public License. • The capabilities of R are extended through user-submitted packages, which allow specialized statistical techniques, graphical devices, as well as import/export capabilities to many external data formats. • A core set of packages are included with the installation of R, with more than 5000 (as of January 2013) available at the Comprehensive R Archive Network (CRAN). • The most recent version is R 3.0.2 released September 2013.

20. R: functionality • Freeware: latest version can be installed anywhere at anytime • Packages (a.k.a. libraries) that are user-contributed allow additional features/commands • Relatively simple interface • Rstudioprovides a nicer interface and is gaining in popularity.

21. Why (or why not) R? • Great for programming and simulations • Handles looping well • Flexible language • FREE! • User-contributed packages included in real-time (i.e., no delay in their availability) • Most PhD Biostatistics programs teach their students R and many/most academic statisticians in top programs use R. • Interfaces nicely with other programs such as Latex (Sweave), WinBugs, C, Emacs. • Can be clunky for data management. • Memory is not as good as SAS and Stata • Quality-control on user-contributed packages not evident

22. Overview • Not a question of which one. • Question is “for my current problem, which package makes the most sense to use?” • Each has strengths and weaknesses

23. Data management • Analysis of clean data is easy! • The real world: you will get messy data mostof the time from your colleagues • Data management tools will help you; • Deal with messy data • Set up data capture approaches for your colleagues to minimize messiness • Excel, RedCap and general principles of data management for statistical analysis will be covered

24. Example

25. Latex and Sweave • LaTeX is a document markup language and document preparation system for the TeX typesetting program. • The term LaTeX refers only to the language in which documents are written, not to the editor used to write those documents. In order to create a document in LaTeX, a .texfile must be created using some form of text editor. (e.g. WinEdt) • LaTeX is most widely used by mathematicians, scientists, engineers, philosophers, lawyers, linguists, economists, researchers, and other scholars in academia. • LaTeX is used because of the high quality of typesetting achievable by TeX. The typesetting system offers extensive facilities for automating most aspects of typesetting and desktop publishing, including numbering and cross-referencing, tables and figures, page layout and bibliographies.

26. Latex and Sweave • Sweave is a function in R that enables integration of R code into LaTeX documents. The purpose is "to create dynamic reports, which can be updated automatically if data or analysis change". • The data analysis is performed at the moment of writing the report, or more exactly, at the moment of compiling the Sweave code with Sweave (i.e., essentially with R) and subsequently with LaTeX. This can facilitate the creation of up-to-date reports for the author. • Because the Sweave files together with any external R files that might be sourced from them and the data files contain all the information necessary to trace back all steps of the data analyses, • Sweave also has the potential to make research more transparent and reproducible to others. However, this is only the case to the extent that the author makes the data and the R and Sweave code available. • New this year: reproducible research lecture (by Dr. Hill) will be modified. Sweave may or may not be covered.

27. Sample size and power • We don’t really use textbook formulas anymore to do simple power calculations (just like we don’t really invert matrices by hand when we analyze data). • There are a number of packages that quickly and easily perform simple power calculations • R, SAS and Stata can do some. • But, packages like Nquery, EAST and PASS do a lot more. • In some non-standard settings, simulations are required to determine power.

28. Website development • It is important in this day and age to “market”yourself. • allows you to show your best attributes • makes you multidimensional (e.g., hobbies, background, etc.) • It will be important for gaining recognition and opportunities in your field and for making your own work available. • It isn’t hard, but you do need to learn some skills to set up and maintain your own site.

29. Before getting started… • Types of files involved in statistical computing • Data files • Results files • Command/batch files • Function files • Graphics files • + more(?) • TIPS: • develop a common nomenclature for naming files and folders • Organize projects within folders

30. Organization is key! • DO NOT overwrite old files (especially data files) • Save with a new name • Mousedata.xls (file sent from colleague) • Mousedata.clean.xls (your clean version of the data) • Use a consistent approach, but think ahead • Naming files *.new.* is not a good idea. You may have a new ‘new’ next week • Numerics are good, but if you think you may need more than 9 versions, consider how data2 and data10 would be alphabetized.

31. Examples • For each Principal Investigator I work with, I have a folder • Within the PI folder, for each project, I have a folder • For each time I get a new dataset (or work on a new grant) for that project, I have a folder named with month and year • Example: I:\\MUSC Oncology\\Kraft, Andrew\\VelcadeTrial\\May2008 I:\\MUSC Oncology\\Kraft, Andrew\\R01 June 2007

32. Examples • Within each folder of data analysis or grant development calculations, I use the same naming conventions for files: • Rbatch.R: a set of R commands that implement all of the computation or analyses • Rfunctions.R: a set of R functions that are used by the batch file • I always save the original data file from the investigator before making any changes • I add ‘clean’ to the datafile name and save it as a .csvbefore use (e.g. mousedata.clean.csv) • My Rbatch.R files always include a line sourcing in the data, including the folder where the data resides.

33. Friends in Statistical Computing • Google is your friend • ‘Help’ functions and ‘see also’ links are your friends • ‘examples’ are your friends • Your fellow students are your friends Friends help friends figure out statistical computing!

34. Using your noggin • Example 1: • SPSS is not included in this curriculum. • Can you ever use it? YES! • Will you be able to learn it better and faster after having taken this course? YES! • Example 2: • We will probably not cover the R package nnc (Neareset Neighbor Autocovariates) • Does that mean you need to find someone to teach it to you? NO! • Will you be able to teach it to yourself? YES! • Example 3: • None of your instructors are computer scientists. • Does this mean that they are not qualified to teach you? NO! • Most of them are self-taught with regards to these techniques

35. Final Thoughts for Today • PhD PROGRAMS: THE TRAINING OF INDEPENDENT RESEARCHERS! • THIS COURSE WILL POINT YOU IN THE RIGHT DIRECTION AND PROVIDE A SET OF TOOLS • IT IS YOUR JOB TO MAKE THEM FIT TOGETHER AND USE THEM AS A LAUNCHING PAD TO SOLVE PROBLEMS • Next up: Intro to SAS on Monday!

36. References • Some background info on R, SAS, Stata, Latex and Sweave was all pilfered from Wikipedia.