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pkg_building.Rmd

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@@ -22,7 +22,7 @@ We recommend that package developers read Hadley Wickham and Jenny Bryan's thoro
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- There is a trade-off between the advantages of a unique package name and a less original package name.
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- A more unique package name might be easier to track (for you and us to assess package use for instance, less false positives when typing its name in GitHub code search) and search (for users to ask "how to use package blah" in a search engine).
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- A more unique package name might be easier to track (for you and us to assess package use for instance, fewer false positives when typing its name in GitHub code search) and search (for users to ask "how to use package blah" in a search engine).
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- On the other hand a *too* unique package name might make the package less discoverable (that is to say, to find it by searching "how to do this-thing in R"). It might be an argument for naming your package something very close to its topic such as [geojson](https://github.com/ropensci/geojson)).
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- Find other interesting aspects of naming your package [in this blog post by Nick Tierney](https://www.njtierney.com/post/2018/06/20/naming-things/), and in case you change your mind, find out [how to rename your package in this other blog post of Nick's](https://www.njtierney.com/post/2017/10/27/change-pkg-name/).
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- Please do not use `print()` or `cat()` unless it's for a `print.*()` or `str.*()` methods, as these methods of printing messages are harder for users to suppress.
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- Provide a way for users to opt out of verbosity, preferably at the package level: make message creation dependent on an environment variable or option (like ["usethis.quiet"](https://usethis.r-lib.org/reference/ui.html?q=usethis.quiet#silencing-output) in the usethis package), rather than on a function parameter. The control of messages could be on several levels ("none, "inform", "debug") rather than logical (no messages at all / all messages). Control of verbosity is useful for end users but also in tests. More interesting comments can be found in an [issue of the tidyverse design guide](https://github.com/tidyverse/design/issues/42).
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- Provide a way for users to opt out of verbosity, preferably at the package level: make message creation dependent on an environment variable or option (like ["usethis.quiet"](https://usethis.r-lib.org/reference/ui.html?q=usethis.quiet#silencing-output) in the usethis package), rather than on a function parameter. The control of messages could be on several levels ("none", "inform", "debug") rather than logical (no messages at all / all messages). Control of verbosity is useful for end users but also in tests. More interesting comments can be found in an [issue of the tidyverse design guide](https://github.com/tidyverse/design/issues/42).
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### Interactive/Graphical Interfaces {#interactive-graphical-interfaces}
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If providing graphical user interface (GUI) (such as a Shiny app), to facilitate workflow, include a mechanism to automatically reproduce steps taken in the GUI. This could include auto-generation of code to reproduce the same outcomes, output of intermediate values produced in the interactive tool, or simply clear and well-documented mapping between GUI actions and scripted functions. (See also ["Testing"](#testing) below.)
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If providing a graphical user interface (GUI) (such as a Shiny app), to facilitate workflow, include a mechanism to automatically reproduce steps taken in the GUI. This could include auto-generation of code to reproduce the same outcomes, the output of intermediate values produced in the interactive tool, or simply clear and well-documented mapping between GUI actions and scripted functions. (See also ["Testing"](#testing) below.)
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The [`tabulizer` package](https://github.com/ropensci/tabulizer) e.g. has an interactive workflow to extract tables, but can also only extract coordinates so one can re-run things as a script. Besides, two examples of shiny apps that do code generation are [https://gdancik.shinyapps.io/shinyGEO/](https://gdancik.shinyapps.io/shinyGEO/), and [https://github.com/wallaceEcoMod/wallace/](https://github.com/wallaceEcoMod/wallace/).
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If your package accesses a web API or another web resource,
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- Make sure requests send an [user agent](https://httr2.r-lib.org/articles/wrapping-apis.html#user-agent), that is, a way to identify what (your package) or who sent the request. The users should be able to override the package's default user agent. Ideally the user agent should be different on continuous integration services, and in development (based on, for instance, the GitHub usernames of the developers).
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- Make sure requests send an [user agent](https://httr2.r-lib.org/articles/wrapping-apis.html#user-agent), that is, a way to identify what (your package) or who sent the request. The users should be able to override the package's default user agent. Ideally, the user agent should be different on continuous integration services, and in development (based on, for instance, the GitHub usernames of the developers).
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- You might choose different (better) defaults than the API, in which case you should document them.
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- Your package should help with pagination, by allowing the users to not worry about it at all since your package does all necessary requests.
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- Your package should help with rate limiting according to the API rules.
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where issue\_id is the number of the issue in the software-review repository. For instance, the badge for [`rtimicropem`](https://github.com/ropensci/rtimicropem) review uses the number 126 since it's the [review issue number](https://github.com/ropensci/software-review/issues/126). The badge will first indicated "under review" and then "peer-reviewed" once your package has been onboarded (issue labelled "approved" and closed), and will link to the review issue.
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- If your README has many badges consider ordering them in an html table to make it easier for newcomers to gather information at a glance. See examples in [`drake` repo](https://github.com/ropensci/drake) and in [`qualtRics` repo](https://github.com/ropensci/qualtRics/). Possible sections are
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- If your README has many badges consider ordering them in an HTML table to make it easier for newcomers to gather information at a glance. See examples in [`drake` repo](https://github.com/ropensci/drake) and in [`qualtRics` repo](https://github.com/ropensci/qualtRics/). Possible sections are
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- Development (CI statuses cf [CI chapter](#ci), Slack channel for discussion, repostatus)
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- Release/Published ([CRAN version and release date badges from METACRAN](https://www.r-pkg.org/services#badges), [CRAN checks API badge](https://github.com/r-hub/cchecksbadges), Zenodo badge)
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- The vignette(s) should include citations to software and papers where appropriate.
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- If your package provides access to a data source, we require that DESCRIPTION contains both (1) A brief identification and/or description of the organisation responsible for issuing data; and (2) The URL linking to public-facing page providing, describing, or enabling data access (which may often differ from URL leading directly to data source).
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- If your package provides access to a data source, we require that DESCRIPTION contains both (1) A brief identification and/or description of the organisation responsible for issuing data; and (2) The URL linking to a public-facing page providing, describing, or enabling data access (which may often differ from URL leading directly to data source).
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- Only use package startup messages when necessary (function masking for instance). Avoid package startup messages like "This is foobar 2.4-0" or citation guidance because they can be annoying to the user. Rely on documentation for such guidance.
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### Automatic deployment of the documentation website {#docsropensci}
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You only need to worry about automatic deployment of your website until approval and transfer of your package repo to the ropensci organization; indeed, after that a pkgdown website will be built for your package after each push to the GitHub repo. You can find the status of these builds at `https://dev.ropensci.org/job/package_name`, e.g. [for `magick`](https://dev.ropensci.org/job/magick); and the website at `https://docs.ropensci.org/package_name`, e.g. [for `magick`](https://docs.ropensci.org/magick). The website build will use your pkgdown config file if you have one, except for the styling that will use the [`rotemplate` package](https://github.com/ropensci-org/rotemplate/). The resulting website will have a local search bar. Please report bugs, questions and feature requests about the central builds at [https://github.com/ropensci/docs/](https://github.com/ropensci/docs/) and about the template at [https://github.com/ropensci/rotemplate/](https://github.com/ropensci/rotemplate/).
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You only need to worry about automatic deployment of your website until approval and transfer of your package repo to the rOpenSci organization; indeed, after that a pkgdown website will be built for your package after each push to the GitHub repo. You can find the status of these builds at `https://dev.ropensci.org/job/package_name`, e.g. [for `magick`](https://dev.ropensci.org/job/magick); and the website at `https://docs.ropensci.org/package_name`, e.g. [for `magick`](https://docs.ropensci.org/magick). The website build will use your pkgdown config file if you have one, except for the styling that will use the [`rotemplate` package](https://github.com/ropensci-org/rotemplate/). The resulting website will have a local search bar. Please report bugs, questions and feature requests about the central builds at [https://github.com/ropensci/docs/](https://github.com/ropensci/docs/) and about the template at [https://github.com/ropensci/rotemplate/](https://github.com/ropensci/rotemplate/).
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*If your package vignettes need credentials (API keys, tokens, etc.) to knit, you might want to [precompute them](https://ropensci.org/technotes/2019/12/08/precompute-vignettes/) since credentials cannot be used on the docs server.*
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Before submission and before transfer, you could use the [approach documented by `pkgdown`](https://pkgdown.r-lib.org/reference/deploy_site_github.html) or the [`tic` package](https://docs.ropensci.org/tic/) for automatic deployment of the package's website. This would save you the hassle of running (and remembering to run) `pkgdown::build_site()` yourself every time the site needs to be updated. First refer to our [chapter on continuous integration](#ci) if you're not familiar with continuous integration. In any case, do not forget to update all occurrences of the website URL after transfer to the ropensci organization.
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Before submission and before transfer, you could use the [approach documented by `pkgdown`](https://pkgdown.r-lib.org/reference/deploy_site_github.html) or the [`tic` package](https://docs.ropensci.org/tic/) for automatic deployment of the package's website. This would save you the hassle of running (and remembering to run) `pkgdown::build_site()` yourself every time the site needs to be updated. First refer to our [chapter on continuous integration](#ci) if you're not familiar with continuous integration. In any case, do not forget to update all occurrences of the website URL after transfer to the rOpenSci organization.
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### Grouping functions in the reference {#function-grouping}
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### Package logo {#package-logo}
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To use your package logo in the pkgdown homepage, refer to [`usethis::use_logo()`](https://usethis.r-lib.org/reference/use_logo.html).
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If your package doesn't have any logo, the [rOpenSci docs builder](#docsropensci) will use rOpenSci logo instead.
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To use your package logo on the pkgdown homepage, refer to [`usethis::use_logo()`](https://usethis.r-lib.org/reference/use_logo.html).
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If your package doesn't have any logo, the [rOpenSci docs builder](#docsropensci) will use the rOpenSci logo instead.
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## Authorship {#authorship}
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> The ownership of copyright and intellectual property rights of all components of the package must be clear and unambiguous (including from the authors specification in the DESCRIPTION file). Where code is copied (or derived) from the work of others (including from R itself), care must be taken that any copyright/license statements are preserved and authorship is not misrepresented.
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> Preferably, an Authors@R' field would be used with ‘ctb' roles for the authors of such code. Alternatively, the Author' field should list these authors as contributors.
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> Preferably, an 'Authors@R' field would be used with ‘ctb' roles for the authors of such code. Alternatively, the 'Author' field should list these authors as contributors.
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> Where copyrights are held by an entity other than the package authors, this should preferably be indicated via cph' roles in the Authors@R' field, or using a Copyright' field (if necessary referring to an inst/COPYRIGHTS file).
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> Where copyrights are held by an entity other than the package authors, this should preferably be indicated via 'cph' roles in the 'Authors@R' field, or using a 'Copyright' field (if necessary referring to an inst/COPYRIGHTS file).
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> Trademarks must be respected.
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- You can run examples with `devtools::run_examples()`. Note that when you run R CMD CHECK or equivalent (e.g., `devtools::check()`) your examples that are not wrapped in `\dontrun{}` or `\donttest{}` are run. Refer to the [summary table](https://roxygen2.r-lib.org/articles/rd.html#functions) in roxygen2 docs.
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- To safe-guard examples (e.g. requiring authentication) to be run on CRAN you need to use `\dontrun{}`. However, for a first submission CRAN won't let you have all examples escaped so. In this case you might add some small toy examples, or wrap example code in `try()`. Also refer to the `@exampleIf` tag.
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- To safeguard examples (e.g. requiring authentication) to be run on CRAN you need to use `\dontrun{}`. However, for a first submission, CRAN won't let you have all examples escaped. In this case, you might add some small toy examples, or wrap the example code in `try()`. Also refer to the `@exampleIf` tag present, at the time of writing, in the roxygen2 development version.
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- In addition to running examples locally on your own computer, we strongly advise that you run examples on one of the [continuous integration systems](#ci). Again, examples that are not wrapped in `\dontrun{}` or `\donttest{}` will be run, but for those that are you can configure your continuous integration builds to run them via R CMD check arguments `--run-dontrun` and/or `--run-donttest`.
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- Approaches to reducing dependencies include:
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- Small, simple functions from a dependency package may be better copied into
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your own package if the dependency is used only for a few functions
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in an otherwise large or heavy dependency. (See [*Authorship* section
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- An common example of this is in returning tidyverse-style "tibbles" from package
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- A common example of this is in returning tidyverse-style "tibbles" from package
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- Is the automatic installation of Bioconductor packages by `install.packages()` enough? In that case, mention that the user needs to run `setRepositories()` if they haven't set the necessary Bioconductor repositories yet.
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- If your package depends on Bioconductor after a certain version, mention it in DESCRIPTION and in the installation instructions.
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- If your package depends on Bioconductor after a certain version, mention it in DESCRIPTION and the installation instructions.
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- Specifying minimum dependencies (e.g. `glue (>= 1.3.0)` instead of just `glue`) should be a conscious choice. If you know for a fact that your package will break below a certain dependency version, specify it explicitly.
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## Recommended scaffolding {#recommended-scaffolding}
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- For HTTP requests we recommend using [httr2](https://httr2.r-lib.org), [httr](https://httr.r-lib.org), [curl](https://jeroen.r-universe.dev/curl#), or [crul](http://docs.ropensci.org/crul/) over [RCurl](https://cran.rstudio.com/web/packages/RCurl/). If you like low level clients for HTTP, curl is best, whereas httr2, httr and crul are better for higher level access.
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- For HTTP requests we recommend using [httr2](https://httr2.r-lib.org), [httr](https://httr.r-lib.org), [curl](https://jeroen.r-universe.dev/curl#), or [crul](http://docs.ropensci.org/crul/) over [RCurl](https://cran.rstudio.com/web/packages/RCurl/). If you like low-level clients for HTTP, curl is best, whereas httr2, httr and crul are better for higher-level access.
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- For parsing JSON, use [jsonlite](https://github.com/jeroen/jsonlite) instead of [rjson](https://cran.rstudio.com/web/packages/rjson/) or [RJSONIO](https://cran.rstudio.com/web/packages/RJSONIO/).
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