README.org

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#+TITLE: Programming in Python
#+AUTHOR: Derek Devnich

* COMMENT Notes
** Teaching notes from Fall 2026 UC Carpentry
1. Terminal install is a problem
   - Need easy backup
2. Get data from Python?
   - http fetch
   - short url for zip
3. Review SQL-like materials in Week 2
4. Excel import: https://openpyxl.readthedocs.io/en/stable/
5. https://python-graph-gallery.com
6. https://github.com/trevismd/statannotations

** Drops down to NumPy for numeric calculations, obviating any Pandas issues
#+BEGIN_SRC python
def zScoreCalc (filename, index_colum_name = None):
    # reads csv file into df
    data = pd.read_csv(filename, index_col = index_colum_name)
    # work with the numeric data only
    cell_values = data.select_dtypes('number')
    # calculates zscore for each item
    zscore = (cell_values - cell_values.values.mean())/cell_values.values.std()
    # calculates mean z score for each country and appends mean zscore as new column
    data['zmean'] = cell_values.T.mean()
    # returns the data frame
    return data
#+END_SRC

Here I used the .select_dtypes() method in Pandas.  The documentation can be found here: https://pandas.pydata.org/pandas-docs/stable/reference/api/pandas.DataFrame.select_dtypes.html

** TODO Additional materials
*** Derek's notes
1. Long to wide
2. APIs/web/requests
3. Exceptions/testing
4. Data cleanup
5. Joins
6. Database access
7. Quick graphs with seaborn plus fiddling with matplotlib
8. Tour of statistical libraries
9. Formatted strings for reports

*** Corinne's notes
1. Loading a dataset
   1. Local data
      1. Load specific variables, filter rows based on condition...
      2. Joins -- outer joins, left/right joins
      3. Long vs wide data
   2. Database Query -- querying a view (Oracle, Snowflake)
2. Basic data recoding/labeling
   1. Creating bins, labels
   2. String data
3. Descriptive Statistics / exploratory data analysis
   1. Describe() /shows quick summary stats/
   2. Crosstabs- basic X by Y table (e.g. class level by gender)
   3. Others
4. Charts
   1. Scatterplot
   2. Histogram
   3. Line
   4. Columns
5. Basic Inferential Statistics
   1. Correlations
   2. Chi Square
   3. T Test
   4. Anova
6. Advanced Stats (what libraries to use; where to find documentation)
   1. Logistic regression
   2. Decision trees
   3. Machine learning -- cluster analyses, advanced logistic regressions, random forests
7. Resources: (+ others)
   1. [[https://docs.python.org/3.12/tutorial/index.html]]
   2. [[https://learning.anaconda.cloud/]]
   3. [[https://pandas.pydata.org/Pandas_Cheat_Sheet.pdf]]
   4. https://pandas.pydata.org/pandas-docs/stable/reference/index.html

** Graphing
1. Save matplotlib/seaborn graph with legend off to side
2. Investigate plotly
3. Templates for matplotlib work-along workshop

* Fundamentals (Week 1)
** Orientation
*** What programming language should I use?
1. Use the language that your friends use (so you can ask them for help)
2. Use a language that has a community of practice for your desired use case (you can find documentation, bug reports, sample code, etc.)
3. Use a language that is "best" by some technical definition

*** Python is pretty good at lots of things
- "Glue" language intended to replace shell and Perl
- Concise, readable, good for rapid prototyping
- Access to linear algebra libraries in FORTRAN/C → user-friendly numeric computing
- General purpose, not just an academic language; we will spend more time on some of the general purpose aspects.

*** Literate programming and notebooks
- Blend code, documentation, and visualization
- Good for trying things, demos
- Bad for massive or long-running processes
- You can export notebooks as .py files when they outgrow the notebook format

** Jupyter commands
*** How to start Jupyter Lab
1. Method 1
   1. Open Anaconda Navigator
   2. Run Jupyter Lab

2. Method 2
   Open Terminal (MacOS/Linux) or Anaconda Prompt (Windows)
   #+BEGIN_SRC bash
   cd Desktop/data
   jupyter lab
   #+END_SRC

*** Navigation
- Navigate to where you want to be before creating new notebook
- Rename your notebook to something informative
- Use drag-and-drop interface to move .ipynb file to new location

*** Writing code
1. Execute cell with CTRL-Enter
   #+BEGIN_SRC python
   3 + 7
   #+END_SRC

2. Execute cell and move to new cell with Shift-Enter
   #+BEGIN_SRC python
   # This is a comment
   print("hello")
   #+END_SRC

3. Cells can be formatted as Code or Markdown

4. Many keyboard shortcuts are available; see https://gist.github.com/discdiver/9e00618756d120a8c9fa344ac1c375ac

5. (Optional) Jupyter Lab understands (some) terminal commands
   #+BEGIN_SRC bash
   ls
   #+END_SRC

6. (Optional) Jupyter Lab (IPython, actually) has "magic" commands that start with ~%~ (line) or ~%%~ (cell)
   #+BEGIN_SRC python
   # Print current items in memory
   %dirs

   # Get environment variables
   %env

   # Cell magic: Run bash in a subprocess
   %%bash

   # Cell magic: Time cell execution
   %%time
   #+END_SRC

   - The magic command must be in the *first line* of the cell (no comments)
   - Some commands are not available on Windows (e.g. ~%%bash~)

** Variables and Assignment
*** Use variables to store values
Variables are names for values.
#+BEGIN_SRC python
first_name = 'Derek'
age = 42
#+END_SRC

*** Rules for naming things
1. Can only contain letters, digits, and underscore
2. Cannot start with a digit
3. Are case sensitive: ~age~, ~Age~ and ~AGE~

*** Use ~print()~ to display values
#+BEGIN_SRC python
print(first_name, 'is', age, 'years old')
#+END_SRC

- Functions are verbs
- Functions end in ~()~
- Functions take arguments (i.e. they do stuff with the values that you give them)
- ~print()~ useful for tracking progress, debugging

*** Jupyter Lab will always echo the last value in a cell
1. Python will evaluate and echo the last item
   #+BEGIN_SRC python
   first_name
   age
   #+END_SRC

2. If you want to see multiple items, you should explicitly print them
   #+BEGIN_SRC python
   print(first_name)
   print(age)
   #+END_SRC

*** (Optional) Variables must be created before they are used
#+BEGIN_SRC python
# Prints an informative error message; more about this later
print(last_name)
#+END_SRC

*** Variables can be used in calculations
#+BEGIN_SRC python
print(age)
age = age + 3
print(age)
#+END_SRC

*** *Challenge:* Variables only change value when something is assigned to them
Order of operations matters!
#+BEGIN_SRC python
first = 1
second = 5 * first
first = 2

# What will this print?
print('first:', first)
print('second:', second)
#+END_SRC

** Data Types and Type Conversion
*** Every value has a type
Most data is text and numbers, but there are many other types.
1. Integers: whole numbers (counting)
2. Floats: real numbers (math)
3. Strings: text
4. Files
5. Various collections (lists, sets, dictionaries, data frames, arrays)
6. More abstract stuff (e.g., database connection)

*** The type determine what operations you can perform with a given value
1. Example 1: Subtraction makes sense for some kinds of data but not others
   #+BEGIN_SRC python
   print(5 - 3)
   print('hello' - 'h')
   #+END_SRC

3. Example 2: Some things have length and some don't
   Note that we can put functions inside other functions!
   #+BEGIN_SRC python
   print(len('hello'))
   print(len(5))
   #+END_SRC

*** Use the built-in function ~type()~ to find the type of a value
1. Variables point to values
   #+BEGIN_SRC python
   print(type(53), type(age))
   #+END_SRC

2. There are many types
   #+BEGIN_SRC python
   print(type(3.12), type("hello"), type(True), type([]))
   #+END_SRC

*** (Optional) Python is strongly-typed.
1. It will (mostly) refuse to convert things automatically. You can explicitly convert data to a different type.

2. Can't do math with text
   #+BEGIN_SRC python
   1 + '2'
   #+END_SRC

3. If you have string data, you can explicitly convert it to numeric data...
   #+BEGIN_SRC python
   print(1 + float('2'))
   print(1 + int('2'))
   #+END_SRC

4. ...and vice-versa
   #+BEGIN_SRC python
   text = str(3)

   print(text)
   print(type(text))
   #+END_SRC

5. The exception is mathematical operations with integers and floats.
   #+BEGIN_SRC python
   int_sum = 3 + 4
   mixed_sum = 3 + 4.0

   print(type(int_sum))
   print(type(mixed_sum))
   #+END_SRC

6. What's going on under the hood?
   1. ~int~, ~float~, and ~str~ are types. More precisely, they are /classes/.
   2. ~int()~, ~float()~, and ~str()~ are functions that create new /instances/ of their respective classes. The argument to the creation function (e.g., ~'2'~) is the raw material for creating the new instance.

7. This can work for more complex data types as well, e.g. Pandas data frames and Numpy arrays.

*** *Challenge*: Explain what each operator does
#+BEGIN_SRC python
# Floating point
print('5 / 3:', 5 / 3)

# Floor
print('5 // 3:', 5 // 3)

# Modulus (remainder)
print('5 % 3:', 5 % 3)
#+END_SRC

** Built-in Functions and Help
*** A function may take zero or more arguments
#+BEGIN_SRC python
print('before')
print()
print('after')
#+END_SRC

*** Functions can have optional arguments
#+BEGIN_SRC python
# By default, we round to the nearest integer
round(3.712)
#+END_SRC

#+BEGIN_SRC python
# You can optionally specify the number of significant digits
round(3.712, 1)
#+END_SRC

*** Use the built-in function ~help()~ to get help for a function
1. View the documentation for ~round()~
   #+BEGIN_SRC python
   help(round)
   #+END_SRC
   - 1 mandatory argument
   - 1 optional argument with a default value: ~ndigits=None~

2. You can proved arguments implicitly by order, or explicitly in any order
   #+BEGIN_SRC python
   # You can optionally specify the number of significant digits
   round(4.712823, ndigits=2)
   #+END_SRC

3. Getting more help
   - Python.org tutorial
   - Standard library reference (we will discuss libraries in the next section)
   - References section of this document
   - Stack Overflow

4. Use comments to add documentation to your own programs
   #+BEGIN_SRC python
   # This line isn't executed by Python
   print("This cell has many comments")   # The rest of this line isn't executed either
   #+END_SRC

*** Every function returns something
1. Collect the results of a function in a new variable. This is one of the ways we build complex programs.
   #+BEGIN_SRC python
   # You can optionally specify the number of significant digits
   rounded_num = round(4.712823, ndigits=2)
   print(rounded_num)
   #+END_SRC

   #+BEGIN_SRC python
   result = len("hello")
   print(result)
   #+END_SRC

2. (Optional) Some function only have "side effects"; they return ~None~
   #+BEGIN_SRC python
   result = print("hello")
   print(result)
   # print(type(result))
   #+END_SRC

*** (Optional) Functions will typically generalize in sensible ways
1. ~max()~ and ~min()~ do the intuitively correct thing with numerical and text data
   #+BEGIN_SRC python
   print(max(1, 2, 3))
   print(min('a', 'A', '0'))       # sort order is 0-9, A-Z, a-z
   #+END_SRC

2. Mixed numbers and text aren't meaningfully comparable
   #+BEGIN_SRC python
   max(1, 'a')
   #+END_SRC

*** (Optional) Python produces informative error messages
1. Python reports a syntax error when it can’t understand the source of a program
   #+BEGIN_SRC python
   name = 'Bob
   age = = 54
   print("Hello world"
   #+END_SRC

2. Python reports a runtime error when something goes wrong while a program is executing

*** *(Optional) Beginner Challenge*: What happens when?
Explain in simple terms the order of operations in the following program: when does the addition happen, when does the subtraction happen, when is each function called, etc. Extra credit: What is the final value of radiance?

#+BEGIN_SRC python
radiance = 1.0
radiance = max(2.1, 2.0 + min(radiance, 1.1 * radiance - 0.5))
#+END_SRC

** Libraries
*** Most of the power of a programming language is in its libraries
https://docs.python.org/3/library/index.html

*** A program must ~import~ a library module before using it
#+BEGIN_SRC python
import math

print(math.pi)
print(math.cos(math.pi))
#+END_SRC
- Refer to things from the module as ~module-name.thing-name~
- Python uses "." to mean "part of" or "belongs to".

*** Use ~help()~ to learn about the contents of a library module
#+BEGIN_SRC python
help(math)                      # user friendly
#+END_SRC

#+BEGIN_SRC python
print(dir(math))                       # brief reminder, not user friendly
#+END_SRC

#+BEGIN_SRC python
help(math.factorial)
#+END_SRC

*** (Optional) Import shortcuts
1. Import specific items from a library module. You want to be careful with this. It's safer to keep the namespace.
   #+BEGIN_SRC python
   from math import cos, pi

   cos(pi)
   #+END_SRC

2. Create an alias for a library module when importing it
   #+BEGIN_SRC python
   import math as m

   print(m.cos(m.pi))
   #+END_SRC

*** Python has opinions about how to write your programs
#+BEGIN_SRC python
import this
#+END_SRC

** Lists
Lists are the central data structure in Python; we will explain many things by making analogies to lists.
*** COMMENT Sample list
#+BEGIN_SRC python
fruits = ["apple", "banana", "cherry", "date", "elderberry", "fig", "grape", "honeydew"]
#+END_SRC

*** A list stores many values in a single structure
#+BEGIN_SRC python
fruits = ["apple", "banana", "cherry", "date", "elderberry", "fig"]
print(fruits)
print(len(fruits))
#+END_SRC

*** Lists are indexed by position, counting from 0
#+BEGIN_SRC python
# First item
print(fruits[0])

# Fifth item
print(fruits[4])
#+END_SRC

*** You can get a subset of the list by slicing it
1. You slice a list from the start position up to, but not including, the stop position
   #+BEGIN_SRC python
   print(fruits[0:3])
   print(fruits[2:5])
   #+END_SRC

2. You can omit the start position if you're starting at the beginning...
   #+BEGIN_SRC python
   # Two ways to get the first 5 items
   print(fruits[0:5])
   print(fruits[:5])
   #+END_SRC

3. ...and you /must/ omit the end position if you're going to the end (otherwise it's up to, but not including, the end!). This is useful if you don't know how long the list is:
   #+BEGIN_SRC python
   # Everything but the first 3 items
   print(fruits[3:])
   #+END_SRC

4. You can add an optional step interval (every 2nd item, every 3rd item, etc.)
   #+BEGIN_SRC python
   # First 5 items, every other item
   print(fruits[0:5:2])

   # Every third item
   print(fruits[::3])
   #+END_SRC

*** (Optional) Why are lists indexed from 0?
cf. https://stackoverflow.com/a/11364711
1. Slice endpoints are compliments
   In both cases, the number you see represents what you want to do.
   #+BEGIN_SRC python
   # Get the first two items
   print(fruits[:2])

   # Get everything except the first two items
   print(fruits[2:])
   #+END_SRC

2. For non-negative indices, the length of a slice is the difference of the indices
   #+BEGIN_SRC python
   len(fruits[1:3]) == 2
   #+END_SRC

*** *Challenge*: Some other properties of indexes
Try these statements. What are they doing? Can you explain the differences in their behavior?
#+BEGIN_SRC python
fruits[-1]
fruits[20]
fruits[-3:]
#+END_SRC

**** Solution
1. You can count backwards from the end with negative integers
2. Indexing beyond the end of the collection is an error

*** Lists are mutable
1. You can replace a value at a specific index location
   #+BEGIN_SRC python
   fruits[0] = "apricot"
   print(fruits)
   #+END_SRC

2. Add an item to list with ~append()~. This is a /method/ of the list (more on this later!).
   #+BEGIN_SRC python
   fruits.append("grape")
   print(fruits)
   #+END_SRC

3. Add the items from one list to another with ~extend()~
   #+BEGIN_SRC python
   more_fruits = ["honeydew", "imbe", "jackfruit"]

   # Add all of the elements of more_fruits to fruits
   fruits.extend(more_fruits)
   print(fruits)
   #+END_SRC

*** (Optional) Many functions take collections as arguments
#+BEGIN_SRC python
# Assessing the overall productivity of our wide receivers
receiving_yards = [450, 370, 870, 150]
mean_yards = sum(receiving_yards)/len(receiving_yards)
print(mean_yards)
#+END_SRC

*** (Optional) Removing items from a list
1. Use ~del~ to remove an item at an index location
   #+BEGIN_SRC python
   print(more_fruits)
   del more_fruits[1]
   print(more_fruits)
   #+END_SRC

2. Use ~pop()~ to remove the last item and assign it to a variable. This is useful for destructive iteration.
   #+BEGIN_SRC python
   f = fruits.pop()

   print('Last fruit in list:', f)
   print(fruits)
   #+END_SRC

*** Lists can contain anything
1. You can put anything in a list
   #+BEGIN_SRC python
   ages = ['Derek', 42, 'Bill', 24, 'Susan', 37]
   #+END_SRC

2. (Optional) You /could/ use this to manage complex data, but you shouldn't
   #+BEGIN_SRC python
   # Get first pair
   print(ages[0:2])

   # Get all the names
   print(ages[::2])

   # Get all the ages
   print(ages[1::2])
   #+END_SRC

3. You can put lists inside other lists
   #+BEGIN_SRC python
   ages.append(more_fruits)

   # List in our list
   print(ages)

   # The last item is a list
   print(ages[-1])

   # Get an item from that list
   print(ages[-1][0])
   #+END_SRC

*** *(Optional) Challenge*: Reversing a list
Create a new list that contains all of the items from ~fruits~ in the reverse order.
**** Solution
#+BEGIN_SRC python
rev_fruits = fruits[len(fruits)-1::-1]
print(rev_fruits)
#+END_SRC

** For Loops
Usually you don't need to find list items by index. What you actually want to do is go through each item in the list and use it for something.

*** A ~for~ loop executes commands once for each value in a collection
"For each thing in this group, do these operations"
#+BEGIN_SRC python
for fruit in fruits:
    print(fruit)
#+END_SRC

- A for loop is made up of a collection, a loop variable, and a body
- The collection, *fruits*, is what the loop is being run on.
- The loop variable, *fruit*, is what changes for each iteration of the loop (i.e. the “current thing”)
- The body, *print(fruit)*, specifies what to do for each value in the collection.

*** Whitespace is syntactically meaningful in Python!
#+BEGIN_SRC python
for fruit in fruits:
print(fruit)
#+END_SRC

*** Loop variables can be called anything
#+BEGIN_SRC python
for bob in fruits:
    print(bob)
#+END_SRC

*** The body of a loop can contain many statements
#+BEGIN_SRC python
primes = [2, 3, 5]
for p in primes:
    squared = p ** 2
    cubed = p ** 3
    print(p, squared, cubed)
#+END_SRC

*** Create a new collection from an existing collection
We will learn how to vectorize this when we get to Numpy and Pandas
#+BEGIN_SRC python
prime_exponents = []
for p in primes:
   prime_exponents.append(p**2)

print(prime_exponents)
#+END_SRC

*** *Challenge*: Accumulation
Get the total length of all the words in the ~fruits~ list.
**** Solution 1
#+BEGIN_SRC python
total = 0
for f in fruits:
    total = total + len(f)

print(total)
#+END_SRC

**** Solution 2
#+BEGIN_SRC python
lengths = []
for f in fruits:
    lengths.append(len(f))

print(sum(lengths))
#+END_SRC

**** Solution 3
#+BEGIN_SRC python
sum(len(f) for f in fruits)
#+END_SRC

**** Solution 4
#+BEGIN_SRC python
len("".join(fruits))
#+END_SRC

*** (Optional) Helpful tools for iteration
1. Use ~range()~ to iterate over a sequence of numbers
   #+BEGIN_SRC python
   for number in range(0, 3):
       print(number)
   #+END_SRC

   - range() produces numbers on demand (a "generator" function)
   - useful for tracking progress

2. Use ~enumerate()~ to iterate over a sequence of items and their positions
   #+BEGIN_SRC python
   for number, fruit in enumerate(fruits):
       print(number, ":", fruit)
   #+END_SRC

3. Use functional programming idioms
   - Comprehensions: generator, list, dictionary
   - itertools library

4. Test to see if an object is iterable
   #+BEGIN_SRC python
   # Lists, dictionaries, and strings are iterable
   hasattr(location, "__iter__")

   #Integers are not iterable
   hasattr(5, "__iter__")
   #+END_SRC

** Strings and methods
*** Strings are (kind of) like lists
1. Strings are indexed like lists
   #+BEGIN_SRC python
   # Use an index to get a single character from a string
   fruit = "gooseberry"
   print(fruit[0])
   print(fruit[0:3])
   #+END_SRC

2. Strings have length
   #+BEGIN_SRC python
   len(fruit)
   #+END_SRC

*** But! Strings are immutable
1. Can't change a string in place
   #+BEGIN_SRC python
   fruit[0] = 'G'
   #+END_SRC

2. Solution: String methods create a new string
   #+BEGIN_SRC python
   fruit_title = fruit.capitalize()
   print(fruit_title)
   #+END_SRC

*** Use the built-in string methods to clean up data
   #+BEGIN_SRC python
   bad_str1 = "  Hello world!   "
   bad_str2 = "|...goodbye cruel world|"

   good_str1 = bad_str1.strip()
   good_str2 = bad_str2.strip("|")

   print(good_str1, "\n", good_str2)
   #+END_SRC

*** (Optional) Methods are functions that belong to objects
1. You can view an object's attributes (i.e. methods and fields) using ~help()~ or ~dir()~. Some attributes are "private"; you're not supposed to use these directly.
   #+BEGIN_SRC python
   # More verbose help
   help(str)
   #+END_SRC

   #+BEGIN_SRC python
   # The short, short version
   dir(my_string)
   #+END_SRC

2. An object packages data together with functions that operate on that data. This is a very common organizational strategy in Python.
   #+BEGIN_SRC python
   sentence = "Hello world!"

   # Call the swapcase method on the my_string object
   print(sentence.swapcase())
   #+END_SRC

3. You can chain methods into processing pipelines
   #+BEGIN_SRC python
   print(sentence.isupper())          # Check whether all letters are uppercase
   print(sentence.upper())            # Capitalize all the letters
   #+END_SRC

   #+BEGIN_SRC python
   # The output of upper() is as string; you can use more string methods on it
   sentence.upper().isupper()
   #+END_SRC

*** COMMENT (Optional) Building longer strings with ~.join()~
This is replicated in the functions section
1. Use ~.join()~ to concatenate strings
   #+BEGIN_SRC python
   date_list = ["3", "17", "2007"]
   date = "/".join(date_list)
   print(date)
   #+END_SRC

2. This is going to be useful for building CSV files
   #+BEGIN_SRC python
   date_list = ["3", "17", "2007"]
   date = ",".join(date_list)
   print(date)
   #+END_SRC

*** *Challenge*: Putting it all together
You want to iterate through the ~fruits~ list in a random order. For each randomly-selected fruit, capitalize the fruit and print it.
1. Which standard library module could help you? https://docs.python.org/3/library/
2. Which function would you select from that module? Are there alternatives?
3. Try to write a program that uses the function.

**** Solution 1 (shuffle)
#+BEGIN_SRC python
import random

random.shuffle(fruits)

for f in fruits:
    print(f.title())
#+END_SRC

**** Solution 2 (sample)
#+BEGIN_SRC python
random_fruits = random.sample(fruits, len(fruits))

for f in random_fruits:
    print(f.title())
#+END_SRC

*** *(Optional) Beginner Challenge*: From Strings to Lists and Back
1. Given this Python code...
   #+BEGIN_SRC python
   print('string to list:', list('tin'))
   print('list to string:', ''.join(['g', 'o', 'l', 'd']))
   #+END_SRC

2. What does ~list('some string')~ do?
3. What does ~'-'.join(['x', 'y', 'z'])~ generate?

** Dictionaries
*** Dictionaries are sets of key/value pairs. Instead of being indexed by position, they are indexed by key.
#+BEGIN_SRC python
ages = {'Derek': 42,
        'Bill': 24,
        'Susan': 37}

ages["Derek"]
#+END_SRC

*** Update dictionaries by assigning a key/value pair
1. Update a pre-existing key with a new value
   #+BEGIN_SRC python
   ages["Derek"] = 44

   print(ages)
   #+END_SRC

2. Add a new key/value pair
   #+BEGIN_SRC python
   ages["Beth"] = 19
   print(ages)
   #+END_SRC

*** Check whether the dictionary contains an item
1. Does a key already exist?
   #+BEGIN_SRC python
   "Derek" in ages
   #+END_SRC

2. (Optional) Does a value already exist (you generally don't want to do this; keys are unique but values are not)?
   #+BEGIN_SRC python
   24 in ages.values()
   #+END_SRC

*** (Optional) Delete an item using ~del~ or ~pop()~
#+BEGIN_SRC python
print("Original dictionary", ages)
del ages["Derek"]
print("1st deletion", ages)

susan_age = ages.pop("Susan")
print("2nd deletion", ages)
print("Returned value", susan_age)
#+END_SRC

*** Dictionaries are the natural way to store tree-structured data
As with lists, you can put anything in a dictionary.
#+BEGIN_SRC python
location = {'latitude': [37.28306, 'N'],
            'longitude': [-120.50778, 'W']}

print(location['longitude'][0])
#+END_SRC

*** Dictionary iteration
1. Iterate over key: value pairs
   #+BEGIN_SRC python
   for key, val in ages.items():
       print(key, ":", val)
   #+END_SRC

2. (Optional) You can iterate over keys and values separately
   #+BEGIN_SRC python
   # Iterate over keys; you can also explicitly call .keys()
   for key in ages:
       print(key)

   # Iterate over values
   for val in ages.values():
       print(val)
   #+END_SRC

3. (Optional) Iteration can be useful for unpacking complex dictionaries
   #+BEGIN_SRC python
   for key, val in location.items():
       print(key, 'is', val[0], val[1])
   #+END_SRC

*** *Challenge: Generate a dictionary*
1. You have the following key/value pairs:
   #+BEGIN_SRC python
   'Derek' 42
   'Bill' 24
   'Susan' 37
   #+END_SRC

2. Create a dictionary that contains all of them. You may find the following useful:
   #+BEGIN_SRC python
   help(dict)
   help(zip)
   #+END_SRC

**** Solution 1 of many
#+BEGIN_SRC python
names = ["Derek", "Bill", "Susan"]
ages = [42, 24, 37]

ages_dict = dict(zip(names, ages))
#+END_SRC

*** *(Optional) Advanced Challenge*: Convert a list to a dictionary
How can you convert our list of names and ages into a dictionary? Hint: You will need to populate the dictionary with a list of keys and a list of values.

#+BEGIN_SRC python
# Starting data
ages = ['Derek', 42, 'Bill', 24, 'Susan', 37]

# Get dictionary help
help({})
#+END_SRC

**** Solution
#+BEGIN_SRC python
ages_dict = dict(zip(ages[::2], ages[1::2]))
#+END_SRC

** (Optional) Other containers
1. Tuples
2. Sets

* Data manipulation with Pandas (Week 2)
** (Optional) Review collections
*** Lists and dictionaries
1. Reference item by index/key
2. Insert item by index/key
3. Indices/keys must be unique

*** Strings
1. Similar to lists: Reference item by index, have length
2. Immutable, so need to use string *methods*
3. ~'/'.join()~ is a very useful method

** (Optional) Check Numpy and Pandas versions
#+BEGIN_SRC python
import numpy
import pandas
from importlib.metadata import version
print(version("pandas"))
print(version("numpy"))
#+END_SRC

** A very brief introduction to NumPy
*** NumPy arrays
Introductory documentation: https://numpy.org/doc/stable/user/quickstart.html

1. NumPy is the linear algebra library for Python
   #+BEGIN_SRC python
   import numpy as np

   # Create an array of random numbers
   mat = np.arange(12).reshape(3,4)
   print(mat)
   #+END_SRC

2. Arrays are indexed like lists
   #+BEGIN_SRC python
   print(mat[0,0])
   #+END_SRC

3. Arrays have attributes
   #+BEGIN_SRC python
   print(mat.shape)
   print(mat.size)
   print(mat.ndim)
   print(mat.T)
   #+END_SRC

4. Arrays are fast but inflexible - the entire array must be of a single type.

*** Linear algebra with NumPy
Don't use ~for~ loops with DataFrames or Numpy matrices. There is almost always a faster vectorized function that does what you want.

#+BEGIN_SRC python
x = np.arange(9)
y = np.arange(9)

print(x)
print(y)
#+END_SRC

1. Operations are element-wise by default
   #+BEGIN_SRC python
   print(x * y)
   #+END_SRC

2. Matrix-wise operations (e.g. dot product) use NumPy functions
   #+BEGIN_SRC python
   # Use a special operator if it exists
   print(x @ y)

   # Otherwise, use a numpy function
   print(np.dot(x, y))
   #+END_SRC

3. (Optional) Matlab gotcha: 1-D arrays have no transpose
   #+BEGIN_SRC python
   print(x)
   print(x.T)
   print(x.reshape(-1,1))
   #+END_SRC

*** *Challenge*: Matrix operations
1. Create a 3x3 matrix containing the numbers 0-8. Hint: Consult the NumPy Quickstart documentation here: https://numpy.org/doc/stable/user/quickstart.html
2. Multiply the matrix by itself (element-wise).
3. Multiply the matrix by its transpose.
4. Divide the matrix by itself. What happens?

**** Solutions
#+BEGIN_SRC python
# Use method chaining to link actions together
x = np.arange(9).reshape(3,3)

print(x * x)
print(x * x.T)
print(x / x)
#+END_SRC

** A very brief introduction to Pandas
1. Pandas is a library for working with spreadsheet-like data ("DataFrames")
2. A DataFrame is a collection (dict) of Series columns
3. Each Series is a 1-dimensional NumPy array with optional row labels (dict-like, similar to R vectors)
4. Therefore, each series inherits many of the abilities (linear algebra) and limitations (single data type) of NumPy

** (Optional) Where are we?
*** Python provides functions for working with the file system.
#+BEGIN_SRC python
import os

# print current directory
print("Current working directory:", os.getcwd())
# print all of the files and directories
print("Working directory contents:", os.listdir())
#+END_SRC

*** These provide a rich Python alternative to shell functions
#+BEGIN_SRC python
# Get 1 level of subdirectories
print("Just print the sub-directories:", sorted(next(os.walk('.'))[1]))

# Move down one directory
os.chdir("data")
print(os.getcwd())

# Move up one directory
os.chdir("..")
print(os.getcwd())
#+END_SRC

** Reading tabular data into data frames
*** Import tabular data using the Pandas library
#+BEGIN_SRC python
import pandas as pd

data = pd.read_csv('data/gapminder_gdp_oceania.csv')
print(data)
#+END_SRC

#+BEGIN_SRC python
# Jupyter Lab will give you nice formatting if you echo
data
#+END_SRC
- File and directory names are strings
- You can use relative or absolute file paths

*** Use ~index_col~ to use a column’s values as row indices
Rows are indexed by number by default (0, 1, 2,....). For convenience, we want to index by country:
#+BEGIN_SRC python
data = pd.read_csv('data/gapminder_gdp_oceania.csv', index_col='country')
print(data)
#+END_SRC
- By default, rows are indexed by position, like lists.
- Setting the ~index_col~ parameter lets us index rows by label, like dictionaries. For this to work, the index column needs to have unique values for every row.
- You can verify the contents of the CSV by double-clicking on the file in Jupyter Lab

*** Pandas help files are dense; you should prefer the online documentation
1. Main documentation link: https://pandas.pydata.org/docs/user_guide/index.html
2. Pandas can read many different data formats: https://pandas.pydata.org/docs/user_guide/io.html

** Data frames are objects that can tell you about their contents
*** Data frames have methods (i.e. functions) that perform operations using the data frame's contents as input
1. Use ~.info()~ to find out more about a data frame
   #+BEGIN_SRC python
   data.info()
   #+END_SRC

2. Use ~.describe()~ to get summary statistics about data
   #+BEGIN_SRC python
   data.describe()
   #+END_SRC

3. (Optional) Look at the first few rows
   #+BEGIN_SRC python
   data.head(1)
   #+END_SRC

*** Data frames have fields (i.e. variables) that hold additional information
A "field" is a variable that belongs to an object.
1. The ~.index~ field stores the row Index (list of row labels)
   #+BEGIN_SRC python
   print(data.index)
   #+END_SRC

2. The ~.columns~ field stores the column Index (list of column labels)
   #+BEGIN_SRC python
   print(data.columns)
   #+END_SRC

3. The ~.shape~ variable stores the matrix shape
   #+BEGIN_SRC python
   print(data.shape)
   #+END_SRC

4. Use ~DataFrame.T~ to transpose a DataFrame. This doesn't copy or modify the data, it just changes the caller's view of it.
   #+BEGIN_SRC python
   print(data.T)
   print(data.T.shape)
   #+END_SRC

*** (Optional) Pandas introduces some new types
#+BEGIN_SRC python
# DataFrame type
type(data)
type(data.T)

# Series type
type(data['gdpPercap_1952'])

# Index type
type(data.columns)
#+END_SRC
- You can convert data between NumPy arrays, Series, and DataFrames
- You can read data into any of the data structures from files or from standard Python containers

*** COMMENT *(Optional) Beginner Challenge*
1. Read the data in ~gapminder_gdp_americas.csv~ into a variable called ~americas~ and display its summary statistics.
2. After reading the data for the Americas, use ~help(americas.head)~ and ~help(americas.tail)~ to find out what ~DataFrame.head~ and ~DataFrame.tail~ do.
   1. How can you display the first three rows of this data?
   2. How can you display the last three columns of this data? (Hint: You may need to change your view of the data).
3. As well as the ~read_csv~ function for reading data from a file, Pandas provides a ~to_csv~ function to write DataFrames to files. Applying what you’ve learned about reading from files, write one of your DataFrames to a file called ~processed.csv~. You can use ~help~ to get information on how to use ~to_csv~.

**** Solution
#+BEGIN_SRC python
americas = pd.read_csv('data/gapminder_gdp_americas.csv', index_col='country')
americas.describe()
americas.head(3)
americas.T.tail(3)
americas.to_csv('processed.csv')
#+END_SRC

** Subsetting Data
*** Treat the data frame as a matrix and select values by position
Use ~DataFrame.iloc[..., ...]~ to select values by their (entry) position. The ~i~ in ~iloc~ stands for "index".
#+BEGIN_SRC python
#import pandas as pd
data = pd.read_csv('data/gapminder_gdp_europe.csv', index_col='country')

data.iloc[0,0]
#+END_SRC

*** Treat the data frame as a table and select values by label
This is most common way to get data
1. Use ~DataFrame.loc[..., ...]~ to select values by their label
   #+BEGIN_SRC python
   # This returns a value
   data.loc["Albania", "gdpPercap_1952"]
   #+END_SRC

*** Shorten the column names using vectorized string methods
1. (Optional review) Standard Python has string methods
   #+BEGIN_SRC python
   big_hello = "hello".title()
   print(big_hello)

   help("hello".title)
   print(dir("hello"))
   #+END_SRC

2. Pandas data frames are complex objects
   #+BEGIN_SRC python
   print(data.columns)
   print(dir(data.columns.str))
   #+END_SRC

3. Use built-in methods to transform the entire data frame
   #+BEGIN_SRC python
   # The columns index can update all of its values in a single operation
   data.columns = data.columns.str.strip("gdpPercap_")
   print(data.columns)
   #+END_SRC

*** Use list slicing notation to get subsets of the data frame
1. Select multiple columns or rows using ~.loc~ and a named slice. This generalizes the concept of a slice to include labeled indexes.
   #+BEGIN_SRC python
   # This returns a DataFrame
   data.loc['Italy':'Poland', '1962':'1972']
   #+END_SRC

2. Use ~:~ on its own to mean all columns or all rows. This is Python’s usual slicing notation, which allows you to treat data frames as multi-dimensional lists.
   #+BEGIN_SRC python
   # This returns a DataFrame
   data.loc['Italy':'Poland', :]
   #+END_SRC

3. If you want specific rows or columns, pass in a list
   #+BEGIN_SRC python
   data.loc[['Italy','Poland'], ["1952","1962"]]
   #+END_SRC

4. (Optional) ~.iloc~ follows list index conventions ("up to, but not including)", but ~.loc~ does the intuitive right thing ("A through B")
   #+BEGIN_SRC python
   index_subset = data.iloc[0:2, 0:2]
   label_subset = data.loc["Albania":"Belgium", "1952":"1962"]

   print(index_subset)
   print(label_subset)
   #+END_SRC

5. Result of slicing can be used in further operations
   #+BEGIN_SRC python
   subset = data.loc['Italy':'Poland', '1962':'1972']

   print(subset.describe())
   print(subset.max())
   #+END_SRC

6. (Optional) Insert new values using ~.at~ (for label indexing) or ~.iat~ (for numerical indexing)
   #+BEGIN_SRC python
   subset.at["Italy", "1962"] = 2000
   print(subset)
   #+END_SRC

*** *Challenge*: Collection types
1. Calculate ~subset.max()~ and assign the result to a variable. What kind of thing is it? What are its properties?
2. What is the maximum value of the new variable? Can you determine this without creating an intermediate variable?

**** Solution
1. Pandas always drills down to the most parsimonious representation. On one hand, this is convenient; on the other, it violates the Pythonic expectation for strong types.

   | Shape of data selection | Pandas return type |
   |-------------------------+--------------------|
   |                      2D | DataFrame          |
   |                      1D | Series             |
   |                      0D | single value       |

2. Use method chaining
   #+BEGIN_SRC python
   print(subset.max().max())

   # Alternatively
   print(subset.max(axis=None))
   #+END_SRC

*** (Optional) How to get the x and y labels for the cell that matches a criterion
1. Doing it the hard way
   #+begin_src python
   # Which values match the criterion?
   subset == subset.max().max()

   # Return value at position, code all other cells as NA
   val = subset[subset == subset.max().max()]

   # Drop rows where all values are NA, then drop columns where values are NA
   val.dropna(how="all").dropna(axis=1)

   # Putting it all together: Get index label and column label for last remaining cell
   names = val.dropna(how="all").dropna(axis=1)

   print(names.index[0])
   print(names.columns[0])
   #+end_src

2. Frequently there will be a built-in method that solves the same problem
   #+begin_src python
   df.idxmax()
   df.unique()
   df.nunique()
   #+end_src

*** (Optional) Filter on label properties
1. ~.filter()~ always returns the same type as the original item, whereas ~.loc~ and ~.iloc~ might return a data frame or a series.
   #+BEGIN_SRC python
   italy = data.filter(items=["Italy"], axis="index")
   print(italy)
   print(type(italy))
   #+END_SRC

2. ~.filter()~ is a general-purpose, flexible method
   #+BEGIN_SRC python
   help(data.filter)
   data.filter(like="200", axis="columns")
   data.filter(like="200", axis="columns").filter(items=["Italy"], axis="index")
   #+END_SRC

** Filtering  (i.e. masking) data on contents
*** Use comparisons to select data based on value
1. Show which data frame elements match a criterion.
   #+BEGIN_SRC python
   # Which GDPs are greater than 10,000?
   subset > 10000
   #+END_SRC

2. Use the criterion match to filter the data frame's contents. This uses index notation:
   #+BEGIN_SRC python
   df = subset[subset > 10000]
   print(df)
   #+END_SRC

   1. ~subset > 10000~ returns a data frame of True/False values
   2. ~subset[subset > 10000]~ filters its contents based on that True/False data frame. All ~True~ values are returned, element-wise.
   3. This section is more properly called "Masking Data," because it involves operations for overlaying a data frame's values without changing the data frame's shape. We don't drop anything from the data frame, we just replace it with ~NaN~.

3. (Optional) Use ~.where()~ method to find elements that match the criterion:
   #+BEGIN_SRC python
   df = subset.where(subset > 10000)
   print(df)
   #+END_SRC

*** You can filter using any method that returns a data frame
For example, get the GDP for all countries greater than the median.

#+BEGIN_SRC python
# Get the overall median
subset.median()          # Returns Series
subset.median(axis=None) # Returns single value

# Which data points are above the median
subset > subset.median(axis=None)

# Return the masked data set
subset[subset > subset.median(axis=None)]
#+END_SRC



*** *Challenge*: Ranking countries
1. Get the mean GDP per capita for each country in ~subset~ (Hint: consult the Pandas documentation to figure out how to get the mean of the rows).
2. Extra credit: Sort the countries by their mean GDP per capita.
3. Extra credit 2x: Assign a numerical rank to each country based on its GDP per capita

**** Solution
#+BEGIN_SRC python
# Get the means
subset.mean(axis=1)

# Sort the means. We are illustrating method chaining.
subset.mean(axis=1).sort_values()

# Sort in descending and ranky
subset.mean(axis=1).sort_values(ascending=False).rank()
#+END_SRC

** Grouping
*** Motivating example: Group countries by GDP
#+BEGIN_SRC python
# Calculate mean GDP per cap for each country
mean_gdp = data.mean(axis=1)

# Calculate the median score
median_score = mean_gdp.median()

# Classify countries as high or low GDP
high_gdp = mean_gdp > median_score

print(mean_gdp)
print(high_gdp)
#+END_SRC

*** Append new columns to the data frame containing our summary statistics
Data frames are dictionaries of Series:
#+BEGIN_SRC python
data["mean_gdp"] = mean_gdp
data["wealthy"] = high_gdp
#+END_SRC

*** Sort and group by new columns
1. Group data by category and get group stats
   #+BEGIN_SRC python
   # Get descriptive statistics for the group
   data.groupby("wealthy").mean()
   data.groupby("wealthy").describe()
   #+END_SRC

2. (Optional) Sort data by new column
   #+BEGIN_SRC python
   data.sort_values(by="mean_gdp")
   #+END_SRC

*** COMMENT Motivating example: Calculate the wealth Z-score for each country
Revise this to just use the mean, skip the Z scoring
#+BEGIN_SRC python
# Calculate z scores for all elements
# z = (data - data.mean(axis=None))/data.std()
# As of July 2024, pandas dataframe.std(axis=None) doesn't work. We are dropping down to
# Numpy to use the .std() method on the underlying values array.
z = (data - data.mean(axis=None))/data.values.std(ddof=1)

# Get the mean z score for each country (i.e. across all columns)
mean_z = z.mean(axis=1)

# Group countries into "wealthy" (z > 0) and "not wealthy" (z <= 0)
z_bool = mean_z > 0

print(mean_z)
print(z_bool)
#+END_SRC

** Write output
Capture the results of your filter in a new file, rather than overwriting your original data.
1. Create a new subdirectory called "processed" using the editor's file interface.
2. Save your data as a CSV in the subdirectory
   #+BEGIN_SRC python
   # Save to a new CSV, preserving your original data
   data.to_csv('gapminder_gdp_europe_grouped.csv')

   # If you don't want to preserve row names:
   data.to_csv('gapminder_gdp_europe_grouped.csv', index=False)
   #+END_SRC

** Working with missing data
*** By default, most numerical operations ignore missing data
Examples include min, max, mean, std, etc.
1. Missing values ignored by default
   #+BEGIN_SRC python
   print("Column means")
   print(df.mean())

   print("Row means")
   print(df.mean(axis=1))
   #+END_SRC

2. Force inclusions with the ~skipna~ argument
   #+BEGIN_SRC python
   print("Column means")
   print(df.mean(skipna=False))

   print("Row means")
   print(df.mean(axis=1, skipna=False))
   #+END_SRC

*** Check for missing values
1. Show which items are missing. "NA" includes ~NaN~ and ~None~. It doesn't include empty strings or ~numpy.inf~.
   #+BEGIN_SRC python
   # Show which items are NA
   df.isna()
   #+END_SRC

2. Count missing values
   #+BEGIN_SRC python
   # Missing by row
   print(df.isna().sum())

   # Missing by column
   print(df.isna().sum(axis=1))

   # Aggregate sum
   df.isna().sum().sum()
   #+END_SRC

3. Are any values missing?
   #+BEGIN_SRC python
   df.isna().any(axis=None)
   #+END_SRC

4. (Optional) Are all of the values missing?
   #+BEGIN_SRC python
   df.isna().all(axis=None)
   #+END_SRC

*** Drop missing values
Drop all rows with missing values
#+BEGIN_SRC python
df_drop = df.dropna()
#+END_SRC

*** (Optional) Replace missing values
1. Replace with a fixed value
   #+BEGIN_SRC python
   df_fixed = df.fillna(99)
   print(df_fixed)
   #+END_SRC

2. Replace specific values with ~replace()~

3. Replace values that don't meet a criterion with an alternate value
   #+BEGIN_SRC python
   subset_fixed = subset.where(subset > 10000, 99)
   print(subset_fixed)
   #+END_SRC

4. Impute missing values. Read the docs, this may or may not be sufficient for your needs.
   #+BEGIN_SRC python
   df_imputed = df.interpolate()
   #+END_SRC

5. Recode specific values as missing when importing data (e.g., using ~read_csv()~) by passing in the `na_values` parameter.

*** COMMENT *Hard Challenge*: The perils of missing data
1. Create an array of random numbers matching the ~data~ data frame
   #+BEGIN_SRC python
   random_filter = np.random.rand(30, 12) * data.max(axis=None)
   #+END_SRC

2. Create a new data frame that filters out all numbers lower than the random numbers

3. Interpolate new values for the missing values in the new data frame. How accurate do you think they are?

****  Solution
#+BEGIN_SRC python
new_data = data[data > random_filter]

# Data is not missing randomly
print(new_data)

new_data.interpolate()
new_data.interpolate().mean(axis=None)
#+END_SRC

*** *(Optional) Challenge*: Filter and trim with a boolean vector
A DataFrame is a dictionary of Series columns. With this in mind, experiment with the following code and try to explain what each line is doing. What operation is it performing, and what is being returned?

Feel free to use ~print()~, ~help()~, ~type()~, etc as you investigate.

#+BEGIN_SRC python
df["1962"]
df["1962"].notna()
df[df["1962"].notna()]
#+END_SRC

**** Solution
1. Line 1 returns the column as a Series vector
2. Line 2 returns a boolean Series vector (True/False)
3. Line 3 performs /boolean indexing/ on the DataFrame using the Series vector. It only returns the rows that are True (i.e. it performs true filtering).

** Working with multiple tables
*** Concatenating data frames
#+BEGIN_SRC python
surveys = pd.read_csv('data/surveys.csv', index_col="record_id")
print(surveys.shape)
#+END_SRC

#+BEGIN_SRC python
df1 = surveys.head(10)
df2 = surveys.tail(10)

df3 = pd.concat([df1, df2])
print(df3.shape)
#+END_SRC

*** (Optional) Joining data frames (in an SQL-like manner)
1. Import species data
   #+BEGIN_SRC python
   species = pd.read_csv('data/species.csv', index_col="species_id")
   print(species.shape)
   #+END_SRC

2. Join tables on common column. The "left" join is a strategy for augmenting the first table (surveys) with information from the second table (species).
   #+BEGIN_SRC python
   df_join = surveys.merge(species, on="species_id", how="left")
   print(df_join.shape)
   print(df_join.head())
   #+END_SRC

3. Use the additional information in the joined data set to inform your analyses:
   #+begin_src python
   # Get mean weight for each taxa group
   df_join.groupby("taxa")["weight"].mean()
   #+end_src

   #+begin_src python
   # Get group means for multiple variables
   df_join.groupby("taxa")[["weight", "hindfoot_length"]].mean()
   #+end_src

   #+begin_src python
   # Get nested group means
   df_join.groupby(["taxa", "genus"])[["weight", "hindfoot_length"]].mean()
   #+end_src

4. Verify that weight data is missing for non-rodents.  This works for ~str~ but not ~obj~; if text data has been imported as ~obj~, re-cast it to ~str~.
   #+begin_src python
   # Convert column to type "str" if necessary
   df_join["taxa"] = df_join["taxa"].astype("str")

   # Verify that there aren't any "weight" values for Birds
   df_bird = df_join[df_join["taxa"].str.startswith("Bird")]

   print(df_bird["weight"].isna().sum())
   print(df_bird["weight"].isna().all())
   #+end_src

5. (Optional) The resulting table loses its index because ~surveys.record_id~ is not being used in the join. To keep ~record_id~ as the index for the final table, we need to retain it as an explicit column.
   #+BEGIN_SRC python
   # Don't set record_id as index during initial import
   surveys = pd.read_csv('data/surveys.csv')
   df_join = surveys.merge(species, on="species_id", how="left").set_index("record_id")

   df_join.head()
   #+END_SRC

6. Aside: Method chaining formatting options
   #+BEGIN_SRC python
   # Python allows free line breaks inside parens
   df_join = (surveys
              .merge(species, on="species_id", how="left")
              .set_index("record_id")
              )
   #+END_SRC

   #+BEGIN_SRC python
   # Use parens as nested break points
   df_join = surveys.merge(species, on="species_id", how="left"
                           ).set_index("record_id")
   #+END_SRC

   #+BEGIN_SRC python
   # Explicit line continuation
   df_join = surveys.merge(species, on="species_id", how="left") \
                    .set_index("record_id")
   #+END_SRC

7. Get the subset of species that match a criterion, and join on that subset. The "inner" join only includes rows where both tables match on the key column; it's a strategy for filtering the first table by the second table.
   #+BEGIN_SRC python
   # Get the taxa column, masking the rows based on which values match "Bird"
   birds = species[species["taxa"] == "Bird"]

   df_inner = surveys.merge(birds, on="species_id", how="inner").set_index("record_id")

   print("Inner join")
   print(df_inner.shape)
   print(df_inner.head())
   #+END_SRC

8. Compare with the results of the left join
   #+BEGIN_SRC python
   df_surveys_left = surveys.merge(birds, on="species_id", how="left").set_index("record_id")

   print("Surveys left join")
   print(df_surveys_left.shape)
   print(df_surveys_left.head())
   #+END_SRC

*** COMMENT (Optional) Importing data from databases
#+BEGIN_SRC python

#+END_SRC

** (Optional) Text processing in Pandas
cf. https://pandas.pydata.org/docs/user_guide/text.html

1. Import tabular data that contains strings
   #+BEGIN_SRC python
   species = pd.read_csv('data/species.csv', index_col='species_id')

   # You can explicitly set all of the columns to type string
   # species = pd.read_csv('data/species.csv', index_col='species_id', dtype='string')

   # ...or specify the type of individual columns
   # species = pd.read_csv('data/species.csv', index_col='species_id',
   #                       dtype = {"genus": "string",
   #                                "species": "string",
   #                                "taxa": "string"})

   print(species.head())
   print(species.info())
   print(species.describe())
   #+END_SRC

2. A Pandas Series has string methods that operate on the entire Series at once
   #+BEGIN_SRC python
   # Two ways of getting an individual column
   print(type(species.genus))
   print(type(species["genus"]))

   # Inspect the available string methods
   print(dir(species["genus"].str))
   #+END_SRC

3. Use string methods for filtering. This works for ~str~ but not ~obj~; if text data has been imported as ~obj~, re-cast it to ~str~.
   #+BEGIN_SRC python
   # Which species are in the taxa "Bird"?
   print(species["taxa"].str.startswith("Bird"))

   # Filter the dataset to only look at Birds
   print(species[species["taxa"].str.startswith("Bird")])
   #+END_SRC

4. Use string methods to transform and combine data
   #+BEGIN_SRC python
   binomial_name = species["genus"].str.cat(species["species"].str.title(), " ")
   species["binomial"] = binomial_name

   print(species.head())
   #+END_SRC

** (Optional) Adding rows to DataFrames
A row is a view onto the /nth/ item of each of the column Series. Appending rows is a performance bottleneck because it requires a separate append operation for each Series. You should concatenate data frames instead.

1. Create a single row as a data frame and concatenate it.
   #+BEGIN_SRC python
   row = pd.DataFrame({"1962": 5000, "1967": 5000, "1972": 5000}, index=["Latveria"])
   pd.concat([subset, row])
   #+END_SRC

2. If you have individual rows as Series, ~pd.concat()~ will produce a data frame.
   #+BEGIN_SRC python
   # Get each row as a Series
   italy = data.loc["Italy", :]
   poland = data.loc["Poland", :]

   # Omitting axis argument (or axis=0) concatenates the 2 series end-to-end
   # axis=1 creates a 2D data frame
   # Transpose recovers original orientation
   # Column labels come from Series index
   # Row labels come from Series name
   pd.concat([italy, poland], axis=1).T
   #+END_SRC

** (Optional) Scientific Computing Libraries
*** Libraries
1. SciPy projects
   1. Numpy: Linear algebra
   2. Pandas
   3. Scipy.stats: Probability distributions and basic tests
2. Statsmodels: Statistical models and formulae built on Scipy.stats
3. Scikit-Learn: Machine learning tools built on NumPy
4. Tensorflow/PyTorch: Deep learning and other voodoo

*** The basics of Scikit-Learn
Scikit-Learn documentation: https://scikit-learn.org/stable/

1. Motivating example: Ordinary least squares regression
   #+BEGIN_SRC python
   from sklearn import linear_model

   # Create some random data
   x_train = np.random.rand(20)
   y = np.random.rand(20)

   # Fit a linear model
   reg = linear_model.LinearRegression()
   reg.fit(x_train.reshape(-1,1), y)
   print("Regression slope:", reg.coef_)
   #+END_SRC

2. Estimate model fit
   #+BEGIN_SRC python
   from sklearn.metrics import r2_score

   # Test model fit with new data
   x_test = np.random.rand(20)
   y_prediction = reg.predict(x_test.reshape(-1,1))

   # Get model stats
   mse = mean_squared_error(y, y_prediction)
   r2 = r2_score(y, y_prediction)

   print("R squared:", "{:.3f}".format(r2))
   #+END_SRC

3. (Optional) Inspect our prediction
   #+BEGIN_SRC python
   import matplotlib.pyplot as plt

   fig, ax = plt.subplots()
   ax.scatter(x_train, y, color="black")
   ax.plot(x_test, y_prediction, color="blue")

   # `fig` in Jupyter Lab
   fig.show()
   #+END_SRC

4. (Optional) Compare with Statsmodels
   #+BEGIN_SRC python
   # Load modules and data
   import statsmodels.api as sm

   # Fit and summarize OLS model (center data to get accurate model fit
   mod = sm.OLS(y - y.mean(), x_train - x_train.mean())
   res = mod.fit()

   print(res.summary())
   #+END_SRC

*** (Optional) Statsmodels regression example with applied data
1. Import data
   #+Begin_SRC python
   data = pd.read_csv('surveys.csv')

   # Check for NaN
   print("Valid weights:", data['weight'].count())
   print("NaN weights:", data['weight'].isna().sum())
   print("Valid lengths:", data['hindfoot_length'].count())
   print("NaN lengths:", data['hindfoot_length'].isna().sum())
   #+END_SRC

2. Fit OLS regression model
   #+BEGIN_SRC python
   from statsmodels.formula.api import ols

   model = ols("weight ~ hindfoot_length", data, missing='drop').fit()
   print(model.summary())
   #+END_SRC

3. Generic parameters for all models
   #+BEGIN_SRC python
   import statsmodels

   help(statsmodels.base.model.Model)
   #+END_SRC

** (Optional) Things we didn't talk about
1. pipe
2. map/applymap/apply (in general you should prefer vectorized functions)

** COMMENT (Optional) Pandas method chaining in the wild
https://gist.githubusercontent.com/adiamaan92/d8ebee8937d271452def2a7314993b2f/raw/ce9fbb5013d94accf0779a25e182c4be77678bd0/wine_mc_example.py
#+BEGIN_SRC python
wine.rename(columns={"color_intensity": "ci"})
.assign(color_filter=lambda x: np.where((x.hue > 1) & (x.ci > 7), 1, 0))
.query("alcohol > 14 and color_filter == 1")
.sort_values("alcohol", ascending=False)
.reset_index(drop=True)
.loc[:, ["alcohol", "ci", "hue"]]
#+END_SRC

** (Optional) Introspecting on the DataFrame object
1. DataFrames have a huge number of fields and methods, so dir() is not very useful
   #+BEGIN_SRC python
   print(dir(data))
   #+END_SRC

2. Create a new list that filters out internal attributes
   #+BEGIN_SRC python
   df_joinpublic = [item for item in dir(data) if not item.startswith('_')]
   print(df_public)
   #+END_SRC

3. (Optional) Pretty-print the new list
   #+BEGIN_SRC python
   importort pprint

   pp = pprint.PrettyPrinter(width=100, compact=True, indent=2)
   pp.pprint(df_public)
   #+END_SRC

4. Objects have fields (i.e. data/variables) and methods (i.e. functions/procedures). The difference between a method and a function is that methods are attached to objects, whereas functions are free-floating ("first-class citizens"). Methods and functions are "callable":
   #+BEGIN_SRC python
   # GeneratorExitenerate a list of public methods and a list of public fields. We do this
   # by testing each attribute to determine whether it is "callable".
   # NB: Because Python allows you to override any attribute at runtime,
   # testing with `callable` is not always reliable.

   # List of methods (callable attributes)
   df_methods = [item for item in dir(data) if not item.startswith('_')
                 and callable(getattr(data, item))]
   # List of fields (non-callable attributes)
   df_attr = [item for item in dir(data) if not item.startswith('_')
              and not callable(getattr(data, item))]

   pp.pprint(df_methods)
   pp.pprint(df_attr)
   #+END_SRC

** COMMENT (Carpentries version) Group By: split-apply-combine
1. Split data according to criterion, do numeric transformations, then recombine.
   #+BEGIN_SRC python
   # Get all GDPs greater than the mean
   mask_higher = data > data.mean()

   # Count the number of time periods in which each country exceeds the mean
   higher_count = mask_higher.aggregate('sum', axis=1)

   # Create a normalized wealth-over-time score
   wealth_score = higher_count / len(data.columns)
   wealth_score
   #+END_SRC

2. A DataFrame is a spreadsheet, but it is also a dictionary of columns.
   #+BEGIN_SRC python
   data['gdpPercap_1962']
   #+END_SRC

3. Add column to data frame
   #+BEGIN_SRC python
   # Warningealth Score is a series
   type(wealth_score)

   data['normalized_wealth'] = wealth_score
   #+END_SRC

* Building Programs (Week 3)
** Looping Over Data Sets
*** File paths as an example of increasing abstraction in program development
1. File paths as literal strings
2. File paths as string patterns
3. File paths as abstract Path objects

*** Use a ~for~ loop to process files given a list of their names
#+BEGIN_SRC python
import pandas as pd

file_list = ['data/gapminder_gdp_africa.csv', 'data/gapminder_gdp_asia.csv']
for filename in file_list:
    data = pd.read_csv(filename, index_col='country')
    print(filename)
    print(data.head(1))
#+END_SRC

*** Use glob.glob to find sets of files whose names match a pattern
1. Get a list of all the CSV files
   #+BEGIN_SRC python
   import glob
   glob.glob('data/*.csv')
   #+END_SRC

2. In Unix, the term “globbing” means “matching a set of files with a pattern”. It uses shell expansion rules, *not* regular expressions, so there's an upper limit to how flexible it can be. The most common patterns are:
   - `*` meaning “match zero or more characters”
   - `?` meaning “match exactly one character”

3. (Optional) Get a list of all CSV or TSV files
   #+BEGIN_SRC python
   glob.glob('data/*.?sv')
   #+END_SRC

4. Get a list of all the Gapminder CSV files
   #+BEGIN_SRC python
   glob.glob('data/gapminder_gdp_*.csv')
   #+END_SRC

5. (Optional) Exclude the "all" CSV file
   #+BEGIN_SRC python
   glob.glob('data/gapminder_[!all]*.csv')
   #+END_SRC

*** Use glob and a ~for~ loop to process batches of files
#+BEGIN_SRC python
data_frames = []
for filename in glob.glob('data/gapminder_gdp_*.csv'):
    print(filename)
    data = pd.read_csv(filename)
    data_frames.append(data)

# Concatenate all columns, adding missing data for columns that aren't shared
all_data = pd.concat(data_frames)
print(all_data.shape)
print(all_data.columns)

# Concatenate only matching columns
common_data = pd.concat(data_frames, join="inner")
print(common_data.shape)
print(common_data.columns)
#+END_SRC

** Conditionals
*** Evaluating the truth of a statement
1. Value of a variable
   #+BEGIN_SRC python
   mass = 3

   print(mass == 3)
   print(mass > 5)
   print(mass < 4)
   #+END_SRC

2. Does a file end in ~"long.csv"~?
   #+BEGIN_SRC python
   for filename in glob.glob('data/gapminder*.csv'):
      print("Current file:", filename)
      print(filename.endswith("long.csv")
   #+END_SRC

3. Membership in a collection
   #+BEGIN_SRC python
   primes = [2, 3, 5]

   print(2 in primes)
   print(7 in primes)
   #+END_SRC

4. Missing values
   #+BEGIN_SRC python
   surveys = pd.read_csv('data/surveys.csv', index_col="record_id")

   # Are any values missing?
   surveys.isna().any(axis=None)

   # Investigate missing values
   surveys.isna().sum()
   #+END_SRC

5. (Optional) Truth of a collection
   Note that ~any()~ and ~all()~ evaluate each item using ~.__bool__()~ or ~.__len()__~, which tells you whether an item is "truthy" or "falsey" (i.e. interpreted as being true or false).

   #+BEGIN_SRC python
   my_list = [2.75, "green", 0]

   print(any(my_list))
   print(all(my_list))
   #+END_SRC

6. (Optional) Understanding "truthy" and "falsey" values in Python (cf. https://stackoverflow.com/a/53198991)
   Every value in Python, regardless of type, is interpreted as being ~True~ except for the following values (which are interpreted as ~False~). "Truthy" values satisfy ~if~ or ~while~ statements; "Falsey" values do not.
   1. Constants defined to be false: ~None~ and ~False~.
   2. Zero of any numeric type: ~0~, ~0.0~, ~0j~, ~Decimal(0)~, ~Fraction(0, 1)~
   3. Empty sequences and collections: ~''~, ~()~, ~[]~, ~{}~, ~set()~, ~range(0)~

*** Use ~if~ statements to control whether or not a block of code is executed
1. An ~if~ statement (more properly called a conditional statement) controls whether some block of code is executed or not.
   #+BEGIN_SRC python
   mass = 3.5
   if mass > 3.0:
       print(mass, 'is large')
   #+END_SRC

   #+BEGIN_SRC python
   mass = 2.0
   if mass > 3.0:
       print (mass, 'is large')
   #+END_SRC

2. Structure is similar to a ~for~ statement:
   - First line opens with ~if~ and ends with a colon
   - Body containing one or more statements is indented (usually by 4 spaces)

3. Use conditionals to decide which files to process
   #+BEGIN_SRC python
   for filename in glob.glob('data/gapminder*.csv'):
       if not filename.endswith("long.csv"):
           print("Passes test:", filename)
   #+END_SRC

*** Use else to execute a block of code when an if condition is not true
1. ~else~ can be used following an ~if~. This allows us to specify an alternative to execute when the if branch isn’t taken.
   #+BEGIN_SRC python
   if m > 3.0:
       print(m, 'is large')
   else:
       print(m, 'is small')
   #+END_SRC

2. This lets you explicitly handle the base case
   #+BEGIN_SRC python
   for filename in glob.glob('data/gapminder*.csv'):
       if filename.endswith("long.csv"):
           print("I don't want any of that")
       else:
           print("Passes test:", filename)
   #+END_SRC

3. Expand your reach with compound relations (and, or)
   #+BEGIN_SRC python
   for filename in glob.glob('data/gapminder*.csv'):
       if filename.endswith("long.csv") or filename.endswith("wide.csv"):
           print("I don't want any of that")
       else:
           print("Passes test:", filename)
   #+END_SRC

*** *Challenge:* Checking for missing data
Iterate through all of the CSV files in the data directory. Determine whether the data set has missing data. If it has missing data, print the file name and the missing data counts for each variable.

**** Solution
#+BEGIN_SRC python
for filename in glob.glob('data/*.csv'):
    df = pd.read_csv(filename)

    if df.isna().any(axis=None):
        print(filename)
        print(df.isna().sum())
#+END_SRC

*** COMMENT Deprecated Challenge small files
#+BEGIN_SRC python
for filename in glob.glob('data/*.csv'):
    data = pd.read_csv(filename)
    if len(data) < 30:
        print(filename, len(data))
#+END_SRC

*** COMMENT *Challenge:* Find the European data
Iterate through all of the CSV files in the data directory. Print the file name that includes "europe", then print the column names for the file.

**** Solution
#+BEGIN_SRC python
for filename in glob.glob('data/*.csv'):
    if "europe" in filename.lower():
        print(filename)
        data = pd.read_csv(filename)
        print(data.columns)
#+END_SRC

*** Use ~elif~ to specify additional tests
May want to provide several alternative choices, each with its own test; use ~elif~ (short for “else if”) and a condition to specify these.
#+BEGIN_SRC python
if m > 9.0:
    print(m, 'is huge')
elif m > 3.0:
    print(m, 'is large')
else:
    print(m, 'is small')
#+END_SRC

- Always associated with an ~if~.
- Must come before the ~else~ (which is the “catch all”).

*** *(Optional) Challenge:* Conditions are tested once, in order
What does this code do? Is it correct? Why or why not?

#+BEGIN_SRC python
grade = 85
if grade >= 70:
    print('grade is C')
elif grade >= 80:
    print('grade is B')
elif grade >= 90:
    print('grade is A')
#+END_SRC

**** Solution
Python steps through the branches of the conditional in order, testing each in turn. Order matters!

*** Compound Relations Using ~and~, ~or~, and Parentheses
Often, you want some combination of things to be true. You can combine relations within a conditional using ~and~ and ~or~.
#+BEGIN_SRC python
mass = [1, 2, 3, 4]
velocity = [4, 3, 2, 1]

for m, v in zip(mass, velocity):
    print(m, v)
    if m < 2 or v > 2:
        print("At least one of our critera is true")
#+END_SRC

- Use () to group subsets of conditions
- Aside: For a more natural way of working with many lists, look at ~zip()~

*** (Optional) Use the modulus to print occasional status messages
#+BEGIN_SRC python
for count, filename in enumerate(glob.glob('data/gapminder_*.csv')):
    # Print every other filename
    if count % 2 == 0:
        print(count, filename)
#+END_SRC

** Writing Functions
*** Break programs down into functions to make them easier to understand
- Human beings can only keep a few items in working memory at a time.
- Understand larger/more complicated ideas by understanding and combining pieces
- Functions serve the same purpose in programs:
  1. Encapsulate complexity so that we can treat it as a single “thing”
  2. Removes complexity from remaining code, making it easier to test
  3. Enables re-use: Write one time, use many times

*** Define a function using ~def~ with a name, parameters, and a block of code
#+BEGIN_SRC python
def print_greeting():
    print('Hello!')
#+END_SRC

- Begin the definition of a new function with ~def~, followed by the name of the function.
- Must obey the same rules as variable names.
- Parameters in parentheses; empty parentheses if the function doesn’t take any inputs.
- Indent function body

*** Defining a function does not run it
#+BEGIN_SRC python
print_greeting()
#+END_SRC

- Like assigning a value to a variable
- Must call the function to execute the code it contains.

*** Arguments in call are matched to parameters in definition
1. Positional arguments
   #+BEGIN_SRC python
   def format_date(year, month, day):
       """Print the formatted date. This works with strings or integers."""

       formatted_date = f"{year}/{month}/{day}"
       print(formatted_date)

   format_date(1871, 3, 19)
   #+END_SRC

2. (Optional) Keyword arguments
   #+BEGIN_SRC python
   format_date(month=3, day=19, year=1871)
   #+END_SRC

*** Functions may return a result to their caller using ~return~
1. Use ~return ...~ to give a value back to the caller. ~return~ ends the function's execution and /returns/ you to the code that originally called the function.
   #+BEGIN_SRC python
   def format_date(year, month, day):
       """Print the formatted date. This works with strings or integers."""

       formatted_date = f"{year}/{month}/{day}"
       return formatted_date

   d = format_date(1871, 3, 19)
   print(d)
   #+END_SRC

2. You should explicitly handle common problems. Start with a simple base function.
   #+BEGIN_SRC python
   def average(values):
       """Return average of values."""

       return sum(values) / len(values)
   #+END_SRC

3. Test your function on inputs that should work.
   #+BEGIN_SRC python
   a = average([1, 2, 3, 4])
   print(a)
   #+END_SRC

4. Test against edge cases and erroneous input.
   #+BEGIN_SRC python
   test1 = []
   test2 = ["a", "b", "c", "d"]
   #+END_SRC

5. Revise based on test results.
   #+BEGIN_SRC python
   av1 = average(test1)
   #+END_SRC

   #+BEGIN_SRC python
   def average(values):
       """Return average of values, or None if no values are supplied."""

       if len(values) == 0:
           return None
       else:
           return sum(values) / len(values)
   #+END_SRC

6. You can choose to handle errors within the function, or by validating input ahead of time. Either choice is defensible, just be consistent.
   #+BEGIN_SRC python
   av2 = average(test2)
   #+END_SRC

   #+BEGIN_SRC python
   def average(values):
       """Return average of values, or None if no values are supplied."""

       if len(values) == 0:
           return None
       elif all([type(x) == int for x in values]):
           return sum(values) / len(values)
       else:
           return None
   #+END_SRC

7. Notes:
   1. ~return~ can occur anywhere in the function, but functions are easier to understand if return occurs:
      1. At the start to handle special cases
      2. At the very end, with a final result
   2. Docstring provides function help. Use triple quotes if you need the docstring to span multiple lines.

*** *(Optional) challenge*: Encapsulate text processing in a function
Write a function that takes ~line~ as an input and returns the information required by ~writer.writerow()~.

*** *Challenge:* Encapsulate GDP calculations in a function
Write a function that calculates the mean GDP per capita for a Gapminder dataset. It should do the following:

1. Read a CSV file into a data frame
2. Calculate the mean GDP per capita for each country
3. Append the mean GDP scores as a new column
4. Return the data frame

**** Solution
NB: Test on "Americas" data to show the need for dropping the continent column.
#+BEGIN_SRC python
def calc_mean_gdp(filename):
    """Add a mean GDP column to a data frame."""

    df = pd.read_csv(filename, index_col = "country")

    # If you need to drop the continent column
    if "continent" in df.columns:
        df.drop("continent", axis=1)

    # Get the mean GDP score for each country
    mean_gdp = data.mean(axis=1)
    df["mean_gdp"] = mean_gdp

    return df

df = calc_mean_gdp("data/gapminder_gdp_europe.csv")
#+END_SRC

*** *(Optional) Challenge:* Use the function to process all files
Process all of the continent files using your new function. Concatenate the files into a new data frame and save that data frame in a new CSV file.

**** Solution
#+BEGIN_SRC python
data_frames = []

for filename in glob.glob('data/gapminder_*.csv'):
    # Print a status message
    print("Current file:", filename)

    df = calc_mean_gdp(filename)
    data_frames.append(df)

all_data = pd.concat(data_frames)
all_data.to_csv("gapminder_mean_all.csv", index=False)
#+END_SRC

*** (Optional) A worked example: The Lorenz attractor
https://matplotlib.org/stable/gallery/mplot3d/lorenz_attractor.html

** Notebooks vs Python scripts
*** Differences between .ipynb and .py
1. Export notebook to .py file
2. Move .py file into data directory
3. Compare files in TextEdit/Notepad

*** Workflow differences between notebooks and scripts
Broadly, a trade-off between managing big code bases and making it easy to experiment. See: https://github.com/elliewix/Ways-Of-Installing-Python/blob/master/ways-of-installing.md#why-do-you-need-a-specific-tool
1. Interactive testing and debugging
2. Graphics integration
3. Version control
4. Remote scripts

** (Optional) Python from the terminal
1. Python is an interactive interpreter (REPL)
   #+BEGIN_SRC bash
   python
   #+END_SRC

2. Python is a command line program
   #+BEGIN_SRC python
   # hello.py
   print("Hello!")
   #+END_SRC

   #+BEGIN_SRC bash
   python hello.py
   #+END_SRC

3. (Optional) Python programs can accept command line arguments as inputs
   1. List of command line inputs: ~sys.argv~ (https://docs.python.org/3/library/sys.html#sys.argv)
   2. Utility for working with arguments: ~argparse~ (https://docs.python.org/3/library/argparse.html)

** (Optional) Use pathlib to write code that works across operating systems
1. Pathlib provides cross-platform path objects
   #+BEGIN_SRC python
   from pathlib import Path

   # Create Path objects
   raw_path = Path("data")
   processed_path = Path("data/processed")

   print("Relative path:", processed_path)
   print("Absolute path:", processed_path.absolute())
   #+END_SRC

2. The file objects have methods that provide much better information about files and directories.
   #+BEGIN_SRC python
   #Note the careful testing at each level of the code.
   data_frames = []

   if raw_path.exists():
       for filename in raw_path.glob('gapminder_gdp_*.csv'):
           if filename.is_file():
               data = pd.read_csv(filename)
               print(filename)
               data_frames.append(data)

   all_data = pd.concat(data_frames)

   # Check for destination folder and create if it doesn't exist
   if not processed_path.exists():
       processed_path.mkdir()

   all_data.to_csv(processed_path.joinpath("combined_data.csv"))
   #+END_SRC

** (Optional) Generic file handling
Pandas understands specific file types, but what if you need to work with a generic file?
*** Open the file with a context manager
#+BEGIN_SRC python
with open("data/bouldercreek_09_2013.txt", "r") as infile:
    lines = infile.readlines()
#+END_SRC
- The context manager closes the file when you're done reading it
- ~"bouldercreek_09_2013.txt"~ is the name of the file
- ~infile~ is a variable that refers to the file on disk

*** A file is a collection of lines
~.readlines()~ produces the file contents as a list of lines; each line is a string.
#+BEGIN_SRC python
print(len(text))
print(type(text))

# View the first 10 lines
print(text[:10])
#+END_SRC

*** Strings contain formatting marks
Compare the following:
#+BEGIN_SRC python
# This displays the nicely-formatted document
print(lines[0])
#+END_SRC

#+BEGIN_SRC python
# This shows the true nature of the string; you can see newlines (/n),
# tabs (/t), and other hidden characters
lines[0]
#+END_SRC

*** COMMENT Diffing two files
Consider using ndiff: https://docs.python.org/3/library/difflib.html#difflib.ndiff

#+BEGIN_SRC python
from difflib import Differ
from pprint import pprint

d = Differ()

with open("data/gapminder_all.csv", "r") as f1, open("data/gapminder_gdp_europe.csv", "r") as f2:
    text1 = f1.readlines()
    text2 = f2.readlines()

result = list(d.compare(text1, text2))
pprint(result)
#+END_SRC

** (Optional) Text processing and data cleanup
*** Use string methods to determine which lines to keep
1. The file contains front matter that we can discard
   #+BEGIN_SRC python
   tabular_lines = []
   for line in lines:
       if not line.startswith("#"):
           tabular_lines.append(line)
   #+END_SRC

2. Now the first line is tab-separated data. Note that the print statement /prints/ the tabs instead of showing us the ~\t~ character.
   #+BEGIN_SRC python
   tabular_lines[0]
   #+END_SRC

*** Open an output file for writing
#+BEGIN_SRC python
outfile_name = "data/tabular_data.txt"

with open(outfile_name, "w") as outfile:
    outfile.writelines(tabular_lines)
#+END_SRC

*** Format output as a comma-delimited text file
1. Strip trailing whitespace
   #+BEGIN_SRC python
   stripped_line = tabular_lines[0].strip()
   stripped_line
   #+END_SRC

2. Split each line into a list based using the tabs.
   #+BEGIN_SRC python
   split_line = stripped_line.split("\t")
   split_line
   #+END_SRC

3. Use a special-purpose library to create a correctly-formatted CSV file
   #+BEGIN_SRC python
   import csv

   outfile_name = "data/csv_data.csv"
   with open(outfile_name, "w") as outfile:
       writer = csv.writer(outfile)
       for line in tabular_lines:
           csv_line = line.strip().split("\t")
           writer.writerow(csv_line)
   #+END_SRC

4. You can initialize ~csv.reader~ and ~csv.writer~ with different "dialects" or with custom delimiters and quotechars; see https://docs.python.org/3/library/csv.html

*** (Optional) Avoid memory limitations by processing the input file one line at a time
#+BEGIN_SRC python
infile_name = "data/bouldercreek_09_2013.txt"
outfile_name = "data/csv_data.csv"

with open(infile_name, "r") as infile, open(outfile_name, "w") as outfile:
    writer = csv.writer(outfile)
    for line in infile:
        if not line.startswith("#"):
            writer.writerow(line.strip().split("\t"))
#+END_SRC

*** (Optional) Notes
1. Pandas has utilities for reading fixed-width files: https://pandas.pydata.org/docs/reference/api/pandas.read_fwf.html
2. Saving datasets with new-style string formatting
   #+BEGIN_SRC python
   for i in datasets_list:
      do_something(f'{i}.png'
   #+END_SRC

** COMMENT (Carpentries version) Conditionals
*** Use ~if~ statements to control whether or not a block of code is executed
An ~if~ statement (more properly called a conditional statement) controls whether some block of code is executed or not.

#+BEGIN_SRC python
mass = 3.54
if mass > 3.0:
    print(mass, 'is large')

mass = 2.07
if mass > 3.0:
    print (mass, 'is large')
#+END_SRC
Structure is similar to a ~for~ statement:
  - First line opens with ~if~ and ends with a colon
  - Body containing one or more statements is indented (usually by 4 spaces)

*** Conditionals are often used inside loops
Not much point using a conditional when we know the value (as above), but useful when we have a collection to process.
#+BEGIN_SRC python
masses = [3.54, 2.07, 9.22, 1.86, 1.71]
for m in masses:
    if m > 3.0:
        print(m, 'is large')
#+END_SRC

*** Use else to execute a block of code when an if condition is not true
~else~ can be used following an ~if~. This allows us to specify an alternative to execute when the if branch isn’t taken.
#+BEGIN_SRC python
masses = [3.54, 2.07, 9.22, 1.86, 1.71]
for m in masses:
    if m > 3.0:
        print(m, 'is large')
    else:
        print(m, 'is small')
#+END_SRC

*** Use ~elif~ to specify additional tests
May want to provide several alternative choices, each with its own test; use ~elif~ (short for “else if”) and a condition to specify these.
#+BEGIN_SRC python
masses = [3.54, 2.07, 9.22, 1.86, 1.71]
for m in masses:
    if m > 9.0:
        print(m, 'is HUGE')
    elif m > 3.0:
        print(m, 'is large')
    else:
        print(m, 'is small')
#+END_SRC
- Always associated with an ~if~.
- Must come before the ~else~ (which is the “catch all”).

*** Conditions are tested once, in order
Python steps through the branches of the conditional in order, testing each in turn. Order matters! The following is wrong:
#+BEGIN_SRC python
grade = 85
if grade >= 70:
    print('grade is C')
elif grade >= 80:
    print('grade is B')
elif grade >= 90:
    print('grade is A')
#+END_SRC

***  Use conditionals in a loop to “evolve” the values of variables
#+BEGIN_SRC python
velocity = 10.0
for i in range(5): # execute the loop 5 times
    print(i, ':', velocity)
    if velocity > 20.0:
        velocity = velocity - 5.0
    else:
        velocity = velocity + 10.0
print('final velocity:', velocity)
#+END_SRC
- This is how dynamical systems simulations work

*** Compound Relations Using ~and~, ~or~, and Parentheses (optional)
Often, you want some combination of things to be true. You can combine relations within a conditional using ~and~ and ~or~. Continuing the example above, suppose you have:
#+BEGIN_SRC python
mass     = [ 3.54,  2.07,  9.22,  1.86,  1.71]
velocity = [10.00, 20.00, 30.00, 25.00, 20.00]

i = 0
for i in range(5):
    if mass[i] > 5 and velocity[i] > 20:
        print("Fast heavy object.  Duck!")
    elif mass[i] > 2 and mass[i] <= 5 and velocity[i] <= 20:
        print("Normal traffic")
    elif mass[i] <= 2 and velocity[i] <= 20:
        print("Slow light object.  Ignore it")
    else:
        print("Whoa!  Something is up with the data.  Check it")
#+END_SRC
- Use () to group subsets of conditions
- Aside: For a more natural way of working with many lists, look at ~zip()~

** COMMENT (Optional) Variable Scope
** COMMENT (Optional) Programming Style

* Visualization with Matplotlib and Seaborn (Week 4)
** Orientation
*** Briefly revisit week 1
1. Python orientation
2. Jupyter orientation

*** A brief history of plotting in Matplotlib
1. Multiple interfaces
2. Local graphs and global settings
3. Matplotlib is the substrate for higher-level libraries
4. Drawing things is verbose in any language

** Plotting with Matplotlib
*** The basic plot
#+BEGIN_SRC python
import matplotlib.pyplot as plt
fig, ax = plt.subplots()

time = [0, 1, 2, 3]
position = [0, 100, 200, 300]

ax.plot(time, position)
#+END_SRC

*** Two kinds of plotting objects
#+BEGIN_SRC python
type(fig)
#+END_SRC

#+BEGIN_SRC python
print(type(fig))
print(type(ax))
#+END_SRC
- Figure objects handle display, printing, saving, etc.
- Axes objects contain graph information

*** (Optional) Three ways of showing a figure
1. Show figure inline (Jupyter Lab default)
   #+BEGIN_SRC python
   fig
   #+END_SRC

2. Show figure in a separate window (command line default)
   #+BEGIN_SRC python
   fig.show()
   #+END_SRC

3. Show figure in a separate window from Jupyter Lab. You may need to specify a different "backend" parameter for ~matplotlib.use()~ depending on your exact setup: https://matplotlib.org/stable/tutorials/introductory/usage.html#the-builtin-backends
   #+BEGIN_SRC python
   import matplotlib

   matplotlib.use('TkAgg')

   fig.show()
   #+END_SRC

*** The lifecycle of a custom plot
1. Create mock data
   #+BEGIN_SRC python
   import numpy as np

   y = np.random.random(10) # outputs an array of 10 random numbers between 0 and 1
   x = np.arange(1980,1990,1) # generates an ordered array of numbers from 1980 to 1989

   # Check that x and y contain the same number of values
   assert len(x) == len(y)
   #+END_SRC

2. Inspect our data
   #+BEGIN_SRC python
   print("x:", x)
   print("y:", y)
   #+END_SRC

3. Create the basic plot
   #+BEGIN_SRC python
   # Convert y axis into a percentage
   y = y * 100

   # Draw plot
   fig, ax = plt.subplots()
   ax.plot(x, y)
   #+END_SRC

4. Show available styles
   #+BEGIN_SRC python
   # What are the global styles?
   plt.style.available
   #+END_SRC

   #+BEGIN_SRC python
   # Set a global figure style
   plt.style.use("dark_background")

   # The style is only applied to new figures, not pre-existing figures
   fig
   #+END_SRC

   #+BEGIN_SRC python
   # Re-creating the figure applies the new style
   fig, ax = plt.subplots()
   ax.plot(x, y)
   #+END_SRC

5. Customize the graph
   In principle, nearly every element on a Matplotlib figure is independently modifiable.

   #+BEGIN_SRC python
   # Set figure size
   fig, ax = plt.subplots(figsize=(8,6))

   # Set line attributes
   ax.plot(x, y, color='darkorange', linewidth=2, marker='o')

   # Add title and labels
   ax.set_title("Percent Change in Stock X", fontsize=22, fontweight='bold')
   ax.set_xlabel(" Years ", fontsize=20, fontweight='bold')
   ax.set_ylabel(" % change ", fontsize=20, fontweight='bold')

   # Adjust the tick labels
   ax.tick_params(axis='both', which='major', labelsize=18)

   # Add a grid
   ax.grid(True)
   #+END_SRC

6. Save your figure
   #+BEGIN_SRC python
   fig.savefig("mygraph_dark.png", dpi=300)
   #+END_SRC

*** (Optional) Plotting multiple data sets
In this example, plot GDP over time for multiple countries.

1. Import data
   #+BEGIN_SRC python
   import pandas as pd
   data = pd.read_csv('data/gapminder_gdp_europe.csv', index_col='country')
   #+END_SRC

   #+BEGIN_SRC python
   # Inspect our data
   data.head(3)
   #+END_SRC

2. Transform column headers into an ordinal scale
   1. (Optional) Original column names are object (i.e. string) data
      #+BEGIN_SRC python
      data.columns
      #+END_SRC

   2. Strip off non-numeric portion of each column title
      #+BEGIN_SRC python
      years = data.columns.str.strip('gdpPercap_')
      years
      #+END_SRC

   3. Convert years strings into integers and replace original data frame column headers
      #+BEGIN_SRC python
      data.columns = years.astype(int)
      #+END_SRC

3. Extract rows from the DataFrame
   #+BEGIN_SRC python
   x_years = data.columns
   y_austria = data.loc['Austria']
   y_bulgaria = data.loc['Bulgaria']
   #+END_SRC

4. Create the plot object
   #+BEGIN_SRC python
   # Change global background back to default
   plt.style.use("default")

   # Create GDP figure
   fig, ax = plt.subplots(figsize=(8,6))

   # Create GDP plot
   ax.plot(x_years, y_austria, label='Austria', color='darkgreen', linewidth=2, marker='x')
   ax.plot(x_years, y_bulgaria, label='Bulgaria', color='maroon', linewidth=2, marker='o')

   # Decorate the plot
   ax.legend(fontsize=16, loc='upper center') #automatically uses labels
   ax.set_title("GDP of Austria vs Bulgaria", fontsize=22, fontweight='bold')
   ax.set_xlabel("Years", fontsize=20, fontweight='bold')
   ax.set_ylabel("GDP", fontsize=20, fontweight='bold')

   # Fix the display of years in scientific notation
   ax.xaxis.get_major_formatter().set_useOffset(False)
   #+END_SRC

*** (Optional) Plot directly from Pandas
Don't do this.
1. The basic plot syntax
   #+BEGIN_SRC python
   ax = data.loc['Austria'].plot()
   fig = ax.get_figure()
   fig
   #+END_SRC

2. Decorate your Pandas plot
   #+BEGIN_SRC python
   ax = data.loc['Austria'].plot(figsize=(8,6), color='darkgreen', linewidth=2, marker='*')
   ax.set_title("GDP of Austria", fontsize=22, fontweight='bold')
   ax.set_xlabel("Years",fontsize=20, fontweight='bold' )
   ax.set_ylabel("GDP",fontsize=20, fontweight='bold' )

   fig = ax.get_figure()
   fig
   #+END_SRC

3. Overlaying multiple plots on the same figure with Pandas. This is super unintuitive.
   #+BEGIN_SRC python
   # Create an Axes object with the Austria data
   ax = data.loc['Austria'].plot(figsize=(8,6), color='darkgreen', linewidth=2, marker='*')
   print("Austria graph", id(ax))

   # Overlay the Bulgaria data on the same Axes object
   ax = data.loc['Bulgaria'].plot(color='maroon', linewidth=2, marker='o')
   print("Bulgaria graph", id(ax))
   #+END_SRC

4. The equivalent Matplotlib plot (optional)
   #+BEGIN_SRC python
   # extract the x and y values from dataframe
   x_years = data.columns
   y_gdp = data.loc['Austria']

   # Create the plot
   fig, ax = plt.subplots(figsize=(8,6))
   ax.plot(x_years, y_gdp, color='darkgreen', linewidth=2, marker='x')
   # etc.
   #+END_SRC

** Visualization Strategy
*** Read the docs
1. Matplotlib gallery: https://matplotlib.org/stable/gallery/index.html
   1. "Plotting categorical variables" example of multiple subplots
   2. Download code examples
   3. .py vs .ipynb
2. Matplotlib tutorials: https://matplotlib.org/stable/tutorials/index.html
3. Seaborn gallery: https://seaborn.pydata.org/examples/index.html
4. Seaborn tutorials: https://seaborn.pydata.org/tutorial.html

*** Workflow strategy
1. Get in the ball park
2. Look at lots of data
3. Try lots of presets
4. Customize judiciously
5. Build collection of interactive and publication code snippets

*** (Optional) There are many kinds of plots
#+BEGIN_SRC python
## Visualize the same data using a scatterplot
plt.style.use('ggplot')

# Create a scatter plot
fig, ax = plt.subplots(figsize=(8,6))
ax.scatter(y_austria, y_bulgaria, color='blue', linewidth=2, marker='o')

# Decorate the plot
ax.set_title("GDP of Austria vs Bulgaria", fontsize=22, fontweight='bold')
ax.set_xlabel("GDP of Austria",fontsize=20, fontweight='bold' )
ax.set_ylabel("GDP of Bulgaria",fontsize=20, fontweight='bold' )
#+END_SRC

** Fast visualization and theming with Seaborn
Seaborn is a set of high-level pre-sets for Matplotlib.

*** (Optional) Seaborn is a nice way to look at your data
#+BEGIN_SRC python
# Import the Seaborn library
import seaborn as sns

ax = sns.lineplot(data=data.T, legend=False, dashes=False)
#+END_SRC

- Doing more with this data set requires transforming the data from wide form to long form; see https://seaborn.pydata.org/tutorial/data_structure.html

*** Seaborn makes it easy to use preset styles
Let's make a poster!

1. Import Iris data set https://gist.githubusercontent.com/curran/a08a1080b88344b0c8a7/raw/0e7a9b0a5d22642a06d3d5b9bcbad9890c8ee534/iris.csv

   #+BEGIN_SRC python
   iris = pd.read_csv("../data/iris.csv")
   iris.head()
   #+END_SRC

2. Create a basic scatter plot
   #+BEGIN_SRC python
   ax = sns.scatterplot(data=iris, x='sepal_length',y='petal_length')
   #+END_SRC

3. Change plotting theme
   #+BEGIN_SRC python
   # plt.style.use("dark_background")

   # Fix grid if necessary
   #plt.rcParams["axes.grid"] = False

   # Make everything visible at a distance
   sns.set_context('poster')

   # Color by species
   ax = sns.scatterplot(data=iris, x='sepal_length', y='petal_length', hue='species',
                        palette='colorblind', size='petal_width')

   # Place legend
   ax.legend(bbox_to_anchor=(2,1))
   #+END_SRC

   - Read more about ~loc~ vs. ~bbox_to_anchor~ in the legend documentation: https://matplotlib.org/stable/api/legend_api.html

4. The Seaborn plot uses Matplotlib under the hood
   #+BEGIN_SRC python
   # Set the figure size
   fig = ax.get_figure()
   fig.set_size_inches(8,6)

   fig
   #+END_SRC

*** Box Plots and Swarm Plots
1. Box plot
   #+BEGIN_SRC python
   plt.style.use("default")
   ax = sns.boxplot(data=iris, x='species', y='petal_length')
   #+END_SRC

2. Swarm plot
   #+BEGIN_SRC python
   ax = sns.swarmplot(data=iris,x='species', y='petal_length', hue='species', palette='Set1')
   ax.legend(loc='upper left', fontsize=16)
   ax.tick_params(axis='x', labelrotation = 45)
   #+END_SRC

   This gives us a format warning.

3. Strip plot
   #+BEGIN_SRC python
   ax = sns.stripplot(data=iris,x='species', y='petal_length', hue='species', palette='Set1')
   ax.legend(loc='upper left', fontsize=16)
   ax.tick_params(axis='x', labelrotation = 45)
   #+END_SRC

4. Overlapping plots
   #+BEGIN_SRC python
   ax = sns.boxplot(data=iris, x='species', y='petal_length')
   sns.stripplot(data=iris, x='species', y='petal_length', ax=ax, palette='Set1', hue='species')
   #+END_SRC

*** Palmer Archipeligo Penguin Data
#+BEGIN_SRC python
penguins = sns.load_dataset("penguins")
penguin
#+END_SRC

*** Grouped bar plot
#+BEGIN_SRC python
# Clear previous chart settings
#plt.clf()

sns.set_theme(style="whitegrid")

# Draw a nested barplot by species and sex
fig2 = sns.catplot(
    data=penguins, kind="bar",
    x="species", y="body_mass_g", hue="sex",
    palette="dark", alpha=.6, height=6,
    errorbar='sd'
    #ci='sd'  # This is deprecated in newer versions of Seaborn
)

fig2.despine(left=True)
fig2.set_axis_labels("", "Body mass (g)")
fig2.legend.set_title("")

# Re-display:
#fig2.figure
#+END_SRC

*** (Optional) Scatterplot with categorical variables
#+BEGIN_SRC python
plt.clf()
sns.set_theme(style="whitegrid", palette="muted")

# Draw a categorical scatterplot to show each observation
fig3 = sns.swarmplot(data=penguins, x="body_mass_g", y="sex", hue="species")
fig3.set(ylabel="")

#fig3.figure
#+END_SRC

*** Multiple linear regression
#+BEGIN_SRC python
plt.clf()
sns.set_theme()

# Plot bill length and bill depth by species
fig4 = sns.lmplot(
    data=penguins,
    x="bill_length_mm", y="bill_depth_mm", hue="species",
    height=5
)

# Use more informative axis labels than are provided by default
fig4.set_axis_labels("Snoot length (mm)", "Snoot depth (mm)")

#fig4.figure
#+END_SRC

*** Scatterplot Matrix
#+BEGIN_SRC python
plt.clf()
sns.set_theme(style="ticks")

fig5 = sns.pairplot(penguins, hue="species")

#fig5.figure

# Save our figure
fig5.savefig("scatterplot_matrix.png", dpi=300)
#+END_SRC

*** Histograms showing variation within each species
#+BEGIN_SRC python
plt.clf()
sns.set_theme(style="darkgrid")

fig6 = sns.displot(
    penguins, x="bill_length_mm", col="species",
    binwidth=3, height=3, facet_kws=dict(margin_titles=True),
)

#fig6.figure
#+END_SRC

*** Joint kernel density estimate
#+BEGIN_SRC python
#
# (i.e. smoothed histograms)
plt.clf()
sns.set_theme(style="ticks")

# Show the joint distribution using kernel density estimation
fig7 = sns.jointplot(
    data=penguins,
    x="bill_length_mm", y="bill_depth_mm", hue="species",
    kind="kde",
)

#fig7.figure
#+END_SRC

*** Paired density and scatterplot matrix
#+BEGIN_SRC python
plt.clf()
sns.set_theme(style="white")


fig8 = sns.PairGrid(penguins, diag_sharey=False)
fig8.map_upper(sns.scatterplot, s=15)
fig8.map_lower(sns.kdeplot)
fig8.map_diag(sns.kdeplot, lw=2)

#fig8.figure
#+END_SRC
*** (Optional) There are many styling options
1. Add styling to individual points
   #+BEGIN_SRC python
   ax = sns.scatterplot(data=iris, x='sepal_length', y='petal_length', hue='species', palette='colorblind', style='species')
   #+END_SRC

2. Prettify column names
   #+BEGIN_SRC python
   words = [' '.join(i) for i in iris.columns.str.split('_')]
   iris.columns = words
   #+END_SRC

3. Make a regression plot
   #+BEGIN_SRC python
   # Color by species, size by petal width
   ax = sns.regplot(data=iris, x='sepal_length', y='petal_length', scatter=True,
                    scatter_kws={'color':'white'})
   #+END_SRC

*** (Optional) Bar Charts
1. Bar Plot
   #+BEGIN_SRC python
   ax = sns.barplot(data=iris, x='species', y='sepal_width', palette='colorblind')
   #+END_SRC

   - Default summary statistic is mean, and default error bars are 95% confidence interval.

2. Add custom parameters
   #+BEGIN_SRC python
   # Error bars show standard deviation
   ax = sns.barplot(data=iris, x='species', y='sepal_width', ci='sd', edgecolor='black')
   #+END_SRC

3. (Optional) count plot counts the records in each category
   #+BEGIN_SRC python
   ax = sns.countplot(data=iris, x='species', palette='colorblind')
   #+END_SRC

*** (Optional) Histograms
1. Histogram of overall data set
   #+BEGIN_SRC python
   ax = sns.histplot(data=iris, x='petal_length', kde=True)
   #+END_SRC

   - KDE: If True, compute a kernel density estimate to smooth the distribution and show on the plot as (one or more) line(s).
   - There seems a bimodal distribution of petal length. What factors underly this distribution?

2. Histogram of data decomposed by category
   #+BEGIN_SRC python
   ax = sns.histplot(data=iris, x='petal_length', hue='species', palette='Set2')
   #+END_SRC

3. Create multiple subplots to compare binning strategies
   #+BEGIN_SRC python
   # This generates 3 subplots (ncols=3) on the same figure
   fig, axes = plt.subplots(figsize=(12,4), nrows=1, ncols=3)

   # Note that we can use Seaborn to draw on our Matplotlib figure
   sns.histplot(data=iris,x='petal_length', bins=5, ax=axes[0], color='#f5a142')
   sns.histplot(data=iris,x='petal_length', bins=10, ax=axes[1], color='maroon')
   sns.histplot(data=iris,x='petal_length', bins=15, ax=axes[2], color='darkmagenta')
   #+END_SRC

** (Optional) How Matplotlib works
*** Understanding Matplotlib
1. Everything is an Artist (object)
2. Multiple levels of specificity
   - ~plt~ vs ~axes~
   - rcParams vs temporary stylings
3. Simplified high-level interfaces, aka "syntactic sugar"
   - ~legend()~ vs get legend handles and patches

*** Matplotlib object syntax
   - The ~object.set_field(value)~ usage is taken from Java, which was popular in 2003 when Matplotlib was developing its object-oriented syntax
   - You get values back out with ~object.get_field(value)~
   - The Pythonic way to set a value would be ~object.field = value~. However, the Matplotlib getters and setters do a lot of internal bookkeeping, so if you try to set field values directly you will get errors. For example, compare ~ax.get_ylabel()~ with ~ax.yaxis.label~.
   - Read "The Lifecycle of a Plot": https://matplotlib.org/stable/tutorials/introductory/lifecycle.html
   - Read "Why you hate Matplotlib": https://ryxcommar.com/2020/04/11/why-you-hate-matplotlib/

** COMMENT Looping through datasets
#+BEGIN_SRC python
  # Saving datasets with new-style string formatting
  for i in datasets_list:
     plt.savefig(f'{i}.png',....)
#+END_SRC

** COMMENT Challenge: Comparing data (rewrite)
Write a program that reads in the regional data sets and plots the average GDP per capita for each region over time in a single chart.

*** Solution:
#+BEGIN_SRC python
import glob
import pandas as pd
import matplotlib.pyplot as plt
fig, ax = plt.subplots(1,1)
for filename in glob.glob('data/gapminder_gdp*.csv'):
    dataframe = pd.read_csv(filename)
    # extract <region> from the filename, expected to be in the format 'data/gapminder_gdp_<region>.csv'.
    # we will split the string using the split method and `_` as our separator,
    # retrieve the last string in the list that split returns (`<region>.csv`),
    # and then remove the `.csv` extension from that string.
    region = filename.split('_')[-1][:-4]
    dataframe.mean().plot(ax=ax, label=region)
plt.legend()
plt.show()
#+END_SRC
* Special Topics
** Environments
** Working with unstructured files
*** Open the file with a context handler
#+BEGIN_SRC python
with open('pettigrew_letters_ORIGINAL.txt', 'r') as file_in:
    text = file_in.read()

print(len(text))
#+END_SRC

*** Strings contain formatting marks
Compare the following:
#+BEGIN_SRC python
# This displays the nicely-formatted document
print(text[:300])
#+END_SRC

#+BEGIN_SRC python
# This shows the true nature of the string; you can see newlines (/n),
# tabs (/t), and other hidden characters
text[:300]
#+END_SRC

*** Many ways of handling a file
**** ~.read()~ produces the file contents as one string
#+BEGIN_SRC python
type(text)
#+END_SRC

**** ~.readlines()~ produces the file contents as a list of lines; each line is a string
#+BEGIN_SRC python
with open('pettigrew_letters_ORIGINAL.txt', 'r') as file_in:
    text = file_in.readlines()

print(len(text))
print(type(text))
#+END_SRC

**** Inspect parts of the file using list syntax
#+BEGIN_SRC python
# View the first 10 lines
text[:10]
#+END_SRC

*** Working with unstructured file data
**** Contents of pettigrew_letters_ORIGINAL.txt
1. Intro material
2. Manifest of letters
3. Individual letters

**** Query: Are all the letters in the manifest actually there?
1. check if all the letters reported in the manifest appear in the actual file
2. check if all the letters in the file are reported in the manifest
3. Therefore, construct two variables: (1) A list of every location line from the manifest, and (2) a list of every location line within the file proper

**** Get the manifest by visual inspection
#+BEGIN_SRC python
manifest_list = text[14:159]
#+END_SRC

**** Use string functions to clean up and inspect text
Demonstrate string tests with manifest_list:
#+BEGIN_SRC python
# Raw text
for location in manifest_list[:10]:
    print(location)
#+END_SRC

#+BEGIN_SRC python
# Remove extra whitespace
for location in manifest_list[:10]:
    print(location.strip())
#+END_SRC

#+BEGIN_SRC python
# Test whether the cleaned line starts with 'Box '
for location in manifest_list[:10]:
    stripped_line = location.strip()
    print(stripped_line.startswith('Box '))
#+END_SRC

#+BEGIN_SRC python
# Test whether the cleaned line starts with 'box '
for location in manifest_list[:10]:
    stripped_line = location.strip()
    print(stripped_line.startswith('box '))
#+END_SRC

**** Gather all the locations in the full document
#+BEGIN_SRC python
letters = text[162:]

for line in letters[:25]:
    # Create a variables to hold current line and truth value of is_box
    stripped_line = line.strip()
    is_box = stripped_line.startswith('Box ')
    if is_box == True:
        print(stripped_line)
    # If the line is empty, don't print anything
    elif stripped_line == '\n':
        continue
    # Indent non-Box lines
    else:
        print('---', stripped_line)
#+END_SRC
- Before automate everything, we run the code with lots of ~print()~ statements so that we can see what's happening

**** Collect the positive results
#+BEGIN_SRC python
letter_locations = []

for line in letters:
    stripped_line = line.strip()
    is_box = stripped_line.startswith("Box ")
    if is_box == True:
        letter_locations.append(stripped_line)
#+END_SRC

**** Compare the manifest and the letters
#+BEGIN_SRC python
print('Items in manifest:', len(manifest_list))
print('Letters:', len(letter_locations))
#+END_SRC

**** Follow-up questions
1. Which items are in one list but not the other?
2. Are there other structural regularities you could use to parse the data? (Note that in the letters, sometimes there are multiple letters under a single box header)

** Exception handling
Explicitly handle common errors, rather than waiting for your code to blow up.
#+BEGIN_SRC python
def average(values):
    "Return average of values, or None if no values are supplied."

    if len(values) == 0:
        return None
    return sum(values) / len(values)

print(average([3, 4, 5]))       # Prints expected output
print(average([]))              # Explicitly handles possible divide-by-zero error
print(average(4))               # Unhandled exception
#+END_SRC

#+BEGIN_SRC python
def average(values):
    "Return average of values, or an informative error if bad values are supplied."

    try:
        return sum(values) / len(values)
    except ZeroDivisionError as err:
        return err
    except TypeError as err:
        return err

print(average([3, 4, 5]))
print(average(4))
print(average([]))
#+END_SRC
- Use judiciously, and be as specific as possible. When in doubt, allow your code to blow up rather than silently commit errors.

** Performance and profiling
#+BEGIN_SRC python
from timeit import time
import cProfile
import pstats

def my_fun(val):
    # Get 1st timestamp
    t1 = time.time()

    # do work

    # Get 2nd timestamp
    t2 = time.time()
    print(round(t2 - t1, 3))

# Run the function with the profiler and collect stats
cProfile.run('my_fun(val)', 'dumpstats')
s = pstats.Stats('dumpstats')
#+END_SRC

** Reducing memory usage
*** Read a file one line at a time
#+BEGIN_SRC python
with open('pettigrew_letters_ORIGINAL.txt', 'r') as file_in:
    for line in file_in:
        # Do stuff to current line
        pass
#+END_SRC

*** Use a SQLite database
#+BEGIN_SRC python
import sqlite3

conn = sqlite3.connect('my_database_name.db')
with conn:
    c = conn.execute("SELECT column_name FROM table_name WHERE criterion")
    results = c.fetchall()
    c.close

# Do stuff with `results`
#+END_SRC

** Other optional topics
- Checking performance
- List comprehensions
- Defensive programming
- Debugging and Testing

* Endnotes
** Credits
- Plotting and Programming in Python (Pandas-oriented): http://swcarpentry.github.io/python-novice-gapminder/
- Programming with Python (NumPy-oriented): https://swcarpentry.github.io/python-novice-inflammation/index.html
- Python for Ecology: https://datacarpentry.org/python-ecology-lesson/
- Humanities Python Tour (file and text processing): https://github.com/elliewix/humanities-python-tour/blob/master/Two-Hour-Beginner-Tour.ipynb
- Introduction to Cultural Analytics & Python: https://melaniewalsh.github.io/Intro-Cultural-Analytics/welcome.html
- Rhondene Wint: Matplotlib and Seaborn notes
- Fruit Alphabet: https://en.wikibooks.org/wiki/Wikijunior:Fruit_Alphabet

** References
*** Standard Python
- Python tutorial: https://docs.python.org/3/tutorial/index.html
- Python standard library: https://docs.python.org/3/library/
- String formatting: https://pyformat.info/
- True and False in Python: https://docs.python.org/3/library/stdtypes.html#truth-value-testing
*** Scientific Computing Libraries
- NumPy documentation: https://numpy.org/doc/stable/user/index.html
- Pandas documentation: https://pandas.pydata.org/pandas-docs/stable/
- Pandas user guide: https://pandas.pydata.org/docs/user_guide/index.html
- SciPy user guide: https://docs.scipy.org/doc/scipy/tutorial/index.html
- Statsmodels library: https://www.statsmodels.org/stable/index.html
- Scikit-Learn documentation: https://scikit-learn.org/stable/
- Statistics in Python tutorial: https://scipy-lectures.org/packages/statistics/
*** Data Visualization Libraries
- Matplotlib gallery of examples: https://matplotlib.org/gallery/index.html
- Matplotlib tutorials: https://matplotlib.org/stable/tutorials/index.html
- Seaborn gallery of examples: https://seaborn.pydata.org/examples/index.html
- Seaborn tutorials: https://seaborn.pydata.org/tutorial.html
*** Marginalia
- How to choose a code editor: https://github.com/elliewix/Ways-Of-Installing-Python/blob/master/ways-of-installing.md#why-do-you-need-a-specific-tool
- IPython magic commands: https://ipython.readthedocs.io/en/stable/interactive/magics.html
- Writing documentation in Markdown: https://docs.github.com/en/get-started/writing-on-github/getting-started-with-writing-and-formatting-on-github/basic-writing-and-formatting-syntax

** Data Sources
1. Gapminder data: http://swcarpentry.github.io/python-novice-gapminder/files/python-novice-gapminder-data.zip
2. Ecology data (field surveys): https://datacarpentry.org/python-ecology-lesson/data/portal-teachingdb-master.zip
3. Social Science data (SAFI): https://datacarpentry.org/socialsci-workshop/data/
4. Humanities data (Pettigrew letters): http://dx.doi.org/10.5334/data.1335350291

* COMMENT How to export this document to other formats
** Export to Github-flavored Markdown using Pandoc
Do this if you want code syntax highlighting and a table of contents on Github.

1. Generate Markdown file
   #+BEGIN_SRC bash
   pandoc -f org -t gfm --toc --toc-depth=2 --wrap=none -N -s README.org -o README.md

   # Add section headers. These don't appear to work as links on the github.io website
   pandoc -f org -t gfm --toc --toc-depth=2 --wrap=none -s --lua-filter ./pandoc-section-number-filter.lua README.org -o README.md
   #+END_SRC

2. Delete anything above the Table of Contents, e.g.:
   #+BEGIN_EXAMPLE
   -------------------------
     Programming in Python
     Derek Devnich
   -------------------------
   #+END_EXAMPLE

** INFO (Deprecated) Export to Markdown using Pandoc
1. Generate generic Markdown file
   #+BEGIN_SRC bash
   pandoc README.org -o tmp.md
   #+END_SRC

2. Edit generic Markdown file to remove illegal front matter
   1. Org directives
   2. Anything that isn't part of the document structure (e.g. TODO items)

3. Generate Github Markdown with table of contents
   #+BEGIN_SRC bash
   pandoc -f markdown -t gfm --toc --toc-depth=2 --wrap=none -s tmp.md -o README.md
   #+END_SRC

4. Find and replace code block markers in final document
   #+BEGIN_EXAMPLE
   M-x qrr " {.python}" "python"
   M-x qrr " {.bash}" "bash"
   M-x qrr " example " fundamental
   #+END_EXAMPLE

** INFO Export to Markdown using Emacs Org mode
Do this if you want a table of contents on Github.
#+BEGIN_EXAMPLE
M-x org-md-export-to-markdown
#+END_EXAMPLE

** INFO Export to Open Office using Emacs Org mode
#+BEGIN_EXAMPLE
M-x org-odt-export-to-odt
#+END_EXAMPLE

** INFO Export to Microsoft Word using Pandoc
#+BEGIN_SRC bash
# The --reference-doc flag is optional; it provides fine-grained control
# over the appearance of the output document
pandoc README.org -t markdown | pandoc --no-highlight --reference-doc=custom-reference.docx -o README.docx
#+END_SRC