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md5sum.txt

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"episodes/pull-request.md" "2afffbb78274f9054f55cc7756c9ee03" "site/built/pull-request.md" "2024-10-18"
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"instructors/instructor-notes.md" "52cc20bd20dc02bf0f9df0f583a6c2ff" "site/built/instructor-notes.md" "2024-10-18"
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"learners/reference.md" "3eeb20922176cd8397cbe420532fd21c" "site/built/reference.md" "2024-10-18"
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"learners/setup.md" "04be5f060e281fdd218dcaa3407e1b48" "site/built/setup.md" "2024-10-18"
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"learners/setup.md" "05817abf165dd794bf9684653749a00a" "site/built/setup.md" "2024-10-18"
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"learners/github-pat.md" "65a2c6f46233a1335a6fc0392cb8a405" "site/built/github-pat.md" "2024-10-18"
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"learners/component-guide.md" "acd50b728fc8f6c9945e7fe7962da61b" "site/built/component-guide.md" "2024-10-18"
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"learners/migrating-from-styles.md" "68dd61e4d88734fbf0ce9d3237080ebc" "site/built/migrating-from-styles.md" "2024-10-18"

setup.md

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## Overview
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The lesson infrastructure is built on Git, [The R language][R], and [pandoc]. It consists of
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The lesson infrastructure is built on Git, the R language, and pandoc. It consists of
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four components:
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1. The source content (plain markdown or RMarkdown files organized into folders
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with a configuration yaml file)
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2. The engine (R package [{sandpaper}])to orchestrate building the content from
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markdown to HTML
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3. The validator (R package [{pegboard}]) to parse the source files and
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highlight common errors[^tinkr]
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highlight common errors
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4. The style (R package [{varnish}]) HTML, CSS, and JavaScript styling elements
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for the final website
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[Details of how these tools work together are explained in the Lesson
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Deployment](../episodes/deployment.md) chapter. In short, you can expect to
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Details of how these tools work together are explained in the [Lesson
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Deployment chapter](../episodes/deployment.md). In short, you can expect to
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interact with the source content and {sandpaper} to author and preview your
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lesson.
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This setup document will walk you through the process of installing or upgrading
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the required software in the following order.
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1. **Git** (≥ 2.28 recommended)
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2. **R** (≥ 3.6)
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3. **pandoc** (≥ 2.11)
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1. **[Git]** (≥ 2.28 recommended)
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2. **[R]** (≥ 4.x)
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3. **[pandoc]** (≥ 3.x)
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4. The lesson infrastructure R packages
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i. **[{sandpaper}]** (development version)
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ii. **[{varnish}]** (development version)
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iii. **[{pegboard}]** (development version)
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iiii. **[{tinkr}]** (markdown parser required by {pegboard}, development version)
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iiii. **[{tinkr}]** (markdown parser required by {pegboard})
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Once you have Git, R, and Pandoc installed, these packages can be installed
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and updated via:
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```r
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install.packages(c("sandpaper", "varnish", "pegboard", "tinkr"),
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install.packages(c("sandpaper", "varnish", "pegboard"),
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repos = c("https://carpentries.r-universe.dev/", getOption("repos")))
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```
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IDE][RStudio] for the following reasons:
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1. It comes with [pandoc] pre-installed.
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2. Works consistently across all major platforms.
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3. A dedicated BASH console so you can easily switch between R and Git
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2. It works consistently across all major platforms.
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3. It provides a dedicated BASH console so you can easily switch between R and Git
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operations.
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4. Convenient keyboard shortcuts to preview lessons.
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4. There are convenient keyboard shortcuts to preview lessons.
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5. On Windows, it will automatically detect your R installation without you
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needing to edit your `PATH`.
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This will guide you through installing the foundational software and
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infrastructure packages on your computer. If you already have software
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installed and are curious if you should update it to a newer version, the answer
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is almost always, yes, update to a newer version, because often the [newer
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is almost always, yes, update to a newer version, because often the newer
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versions will contain important bug fixes that are important to the secruity of
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your computer](https://github.com/git/git/security/advisories/GHSA-8prw-h3cq-mghm).
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your computer.
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Jump to the installation instructions for your system: [Windows](#windows),
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[MacOS](#mac), or [Linux](#linux)
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### Git
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We recommend installing git via the Git for Windows installer at
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<https://gitforwindows.org/>. The installer is going to ask a lot of questions,
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so we recommend [using The Carpentries checklist for workshop
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participants](https://carpentries.github.io/workshop-template/#shell-windows).
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We recommend installing git via the [Git for Windows installer](https://gitforwindows.org/). The installer is going to ask a lot of questions,
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so we recommend [using The Carpentries instructions for workshop
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participants](https://carpentries.github.io/workshop-template/#the-bash-shell).
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#### Test your installation
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To test that you have git installed, you can go to your taskbar at the bottom
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of your screen and type `cmd` to bring up the command prompt. From there, you
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To test that you have git installed, open your command line by pressing <kbd>Windows</kbd>+<kbd>R</kbd>
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and type `cmd` to bring up the command prompt. From there, you
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can type `git --version` to see the version of your git installation. You might
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see something like this:
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### R
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You can install the [latest version of R][R] for Windows from
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<https://cran.r-project.org/bin/windows/base/>. There is also a video tutorial
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Install the [latest version of R for Windows](https://cran.r-project.org/bin/windows/base/). There is also a video tutorial
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up on [The Carpentries instructions for workshop
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participants](https://carpentries.github.io/workshop-template/#rstats-windows)
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participants](https://carpentries.github.io/workshop-template/#r-1)
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that can be quite helpful for parsing the steps of installing R on Windows.
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::::::::::::::::::::: callout
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`c:\Program Files\R\R-4.1.0\bin\x64`, but if you are not admin, it will install
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in your Documents folder.
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To verify that R is installed in your `PATH`, you can go to your taskbar at the
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bottom of your screen and type `cmd` to bring up the command prompt. From there,
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To verify that R is installed in your `PATH`, open your command line by pressing
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<kbd>Windows</kbd>+<kbd>R</kbd>
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and type `cmd` to bring up the command prompt. From there,
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you can type `R --version` at the prompt. Your output should be similar to below,
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with a version ≥ 3.6.
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with a version ≥ 4.x.
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```bash
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R --version
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# Install the template packages to your R library
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install.packages(c("sandpaper", "varnish", "pegboard", "tinkr"))
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install.packages(c("sandpaper", "varnish", "pegboard"))
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```
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## Installing on MacOS {#mac}
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### Git
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You should have git pre-installed on your macOS, but it is likely that this is
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an old version. We recommend installing [The latest version of Git for MacOS
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from sourceforge](https://sourceforge.net/projects/git-osx-installer/files/)
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(**ignore the big green button** and choose the latest version from the list).
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For a video walkthrough and an explanation of what to expect, you can look at
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an old version. We recommend installing [The latest version of Git for MacOS](https://git-scm.com/downloads/mac).
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For a video guide, you can look at
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the [instructions for workshop
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participants](https://carpentries.github.io/workshop-template/#git-macos).
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participants](https://carpentries.github.io/workshop-template/#git-1).
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#### Test your installation
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You can test your installation of R by opening **Terminal.app** and typing `R
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--version` into the prompt. Your output should be similar to below,
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with a version ≥ 3.6.
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with a version ≥ 4.x.
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```bash
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R --version
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Since pandoc comes bundled with RStudio, you can install it by installing the
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latest version of RStudio. You can [download the installer from the RStudio
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website][RStudio]. RStudio will be a `*.dmg` (disk image) that you will open
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website][RStudio]. RStudio will be a `*.dmg` (disk image) that you will
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double click to open a window that will look something like this:
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![](fig/rstudio-mac-install.png){alt="Installation window for RStudio on mac
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#### Via the pandoc website
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If are more comfortable using R from the command line, then you can install
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pandoc by clicking the "Download the latest installer for macOS" button at
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<https://pandoc.org/installing.html>. This will save a file called
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If are more comfortable using R from the command line, then you can [install
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pandoc](https://pandoc.org/installing.html) by clicking the "Download the latest
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installer for macOS" button. This will save a file called
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`pandoc-X.XX-macOS.pkg` installer to your computer. Open the installer and
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follow the instructions to install pandoc on your computer.
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# Install the template packages to your R library
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install.packages(c("sandpaper", "varnish", "pegboard", "tinkr"))
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install.packages(c("sandpaper", "varnish", "pegboard"))
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```
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## Installing on Linux {#linux}
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Test your R installation by opening your terminal and running
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`R --version` into the prompt. Your output should be similar to below,
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with a version ≥ 3.6.
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with a version ≥ 4.x.
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```bash
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R --version
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# Install the template packages to your R library
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install.packages(c("sandpaper", "varnish", "pegboard", "tinkr"))
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install.packages(c("sandpaper", "varnish", "pegboard"))
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```
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::::::::::::: discussion
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::::::::::::::::::::::::
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[Git]: https://git-scm.com/
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[R]: https://cran.rstudio.org/
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[pandoc]: https://pandoc.org/
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[{tinkr}]: https://docs.ropensci.org/tinkr/
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[RStudio]: https://rstudio.com/products/rstudio/download/#download
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[^workspace]: By default, R will ask if you want to save your workspace to a
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packages very very difficult. In 2017 Jenny Bryan wrote a very good article
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about the benefits of having a project-based workflow, starting from a clean
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slate: <https://www.tidyverse.org/blog/2017/12/workflow-vs-script/>
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[^tinkr]: Note: {pegboard} requires the [{tinkr}] package from rOpenSci. It
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is still in development, so we will install this package explicitly.

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