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An R-focused pipeline toolkit for reproducibility and high-performance computing

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Data analysis can be slow. A round of scientific computation can take several minutes, hours, or even days to complete. After it finishes, if you update your code or data, your hard-earned results may no longer be valid. How much of that valuable output can you keep, and how much do you need to update? How much runtime must you endure all over again?

For projects in R, the drake package can help. It analyzes your workflow, skips steps with up-to-date results, and orchestrates the rest with optional distributed computing. At the end, drake provides evidence that your results match the underlying code and data, which increases your ability to trust your research.

6-minute video

Visit the first page of the manual to watch a short introduction.

video

What gets done stays done.

Too many data science projects follow a Sisyphean loop:

  1. Launch the code.
  2. Wait while it runs.
  3. Discover an issue.
  4. Rerun from scratch.

Ordinarily, it is hard to avoid rerunning the code from scratch.

tweet


But with drake, you can automatically

  1. Launch the parts that changed since last time.
  2. Skip the rest.

How it works

To set up a project, load your packages,

library(drake)
library(dplyr)
library(ggplot2)

load your custom functions,

create_plot <- function(data) {
  ggplot(data, aes(x = Petal.Width, fill = Species)) +
    geom_histogram()
}

check any supporting files (optional),

# Get the files with drake_example("main").
file.exists("raw_data.xlsx")
#> [1] TRUE
file.exists("report.Rmd")
#> [1] TRUE

and plan what you are going to do.

plan <- drake_plan(
  raw_data = readxl::read_excel(file_in("raw_data.xlsx")),
  data = raw_data %>%
    mutate(Species = forcats::fct_inorder(Species)),
  hist = create_plot(data),
  fit = lm(Sepal.Width ~ Petal.Width + Species, data),
  report = rmarkdown::render(
    knitr_in("report.Rmd"),
    output_file = file_out("report.html"),
    quiet = TRUE
  )
)
plan
#> # A tibble: 5 x 2
#>   target   command                                                         
#>   <chr>    <expr>                                                          
#> 1 raw_data readxl::read_excel(file_in("raw_data.xlsx"))                   …
#> 2 data     raw_data %>% mutate(Species = forcats::fct_inorder(Species))   …
#> 3 hist     create_plot(data)                                              …
#> 4 fit      lm(Sepal.Width ~ Petal.Width + Species, data)                  …
#> 5 report   rmarkdown::render(knitr_in("report.Rmd"), output_file = file_ou…

So far, we have just been setting the stage. Use make() to do the real work. Targets are built in the correct order regardless of the row order of plan.

make(plan)
#> target raw_data
#> target data
#> target fit
#> target hist
#> target report

Except for files like report.html, your output is stored in a hidden .drake/ folder. Reading it back is easy.

readd(data) # See also loadd().
#> # A tibble: 150 x 5
#>    Sepal.Length Sepal.Width Petal.Length Petal.Width Species
#>           <dbl>       <dbl>        <dbl>       <dbl> <fct>  
#>  1          5.1         3.5          1.4         0.2 setosa 
#>  2          4.9         3            1.4         0.2 setosa 
#>  3          4.7         3.2          1.3         0.2 setosa 
#>  4          4.6         3.1          1.5         0.2 setosa 
#>  5          5           3.6          1.4         0.2 setosa 
#>  6          5.4         3.9          1.7         0.4 setosa 
#>  7          4.6         3.4          1.4         0.3 setosa 
#>  8          5           3.4          1.5         0.2 setosa 
#>  9          4.4         2.9          1.4         0.2 setosa 
#> 10          4.9         3.1          1.5         0.1 setosa 
#> # … with 140 more rows

You may look back on your work and see room for improvement, but it’s all good! The whole point of drake is to help you go back and change things quickly and painlessly. For example, we forgot to give our histogram a bin width.

readd(hist)
#> `stat_bin()` using `bins = 30`. Pick better value with `binwidth`.

hist1

So let’s fix the plotting function.

create_plot <- function(data) {
  ggplot(data, aes(x = Petal.Width, fill = Species)) +
    geom_histogram(binwidth = 0.25) +
    theme_gray(20)
}

drake knows which results are affected.

config <- drake_config(plan)
vis_drake_graph(config) # Interactive graph: zoom, drag, etc.

hist1

The next make() just builds hist and report.html. No point in wasting time on the data or model.

make(plan)
#> target hist
#> target report
loadd(hist)
hist

hist1

Reproducibility with confidence

The R community emphasizes reproducibility. Traditional themes include scientific replicability, literate programming with knitr, and version control with git. But internal consistency is important too. Reproducibility carries the promise that your output matches the code and data you say you used. With the exception of non-default triggers and hasty mode, drake strives to keep this promise.

Evidence

Suppose you are reviewing someone else’s data analysis project for reproducibility. You scrutinize it carefully, checking that the datasets are available and the documentation is thorough. But could you re-create the results without the help of the original author? With drake, it is quick and easy to find out.

make(plan)
#> All targets are already up to date.

config <- drake_config(plan)
outdated(config)
#> character(0)

With everything already up to date, you have tangible evidence of reproducibility. Even though you did not re-create the results, you know the results are re-creatable. They faithfully show what the code is producing. Given the right package environment and system configuration, you have everything you need to reproduce all the output by yourself.

Ease

When it comes time to actually rerun the entire project, you have much more confidence. Starting over from scratch is trivially easy.

clean()    # Remove the original author's results.
make(plan) # Independently re-create the results from the code and input data.
#> target raw_data
#> target data
#> target fit
#> target hist
#> target report

History and provenance

As of version 7.5.0, drake tracks the history and provenance of your targets: what you built, when you built it, how you built it, the arguments you used in your function calls, and how to get the data back. (Disable with make(history = FALSE))

history <- drake_history(analyze = TRUE)
history
#> # A tibble: 12 x 9
#>    target  time    hash  exists command    runtime latest quiet output_file
#>    <chr>   <chr>   <chr> <lgl>  <chr>        <dbl> <lgl>  <lgl> <chr>      
#>  1 data    2019-0… e580… TRUE   raw_data… 0.002    FALSE  NA    <NA>       
#>  2 data    2019-0… e580… TRUE   raw_data… 0        TRUE   NA    <NA>       
#>  3 fit     2019-0… 62a1… TRUE   lm(Sepal… 0.003    FALSE  NA    <NA>       
#>  4 fit     2019-0… 62a1… TRUE   lm(Sepal… 0.001000 TRUE   NA    <NA>       
#>  5 hist    2019-0… 10bc… TRUE   create_p… 0.006    FALSE  NA    <NA>       
#>  6 hist    2019-0… 5252… TRUE   create_p… 0.004    FALSE  NA    <NA>       
#>  7 hist    2019-0… 00fa… TRUE   create_p… 0.00600  TRUE   NA    <NA>       
#>  8 raw_da… 2019-0… 6317… TRUE   "readxl:… 0.01     FALSE  NA    <NA>       
#>  9 raw_da… 2019-0… 6317… TRUE   "readxl:… 0.007    TRUE   NA    <NA>       
#> 10 report  2019-0… 0064… TRUE   "rmarkdo… 0.647    FALSE  TRUE  report.html
#> 11 report  2019-0… 0064… TRUE   "rmarkdo… 0.45     FALSE  TRUE  report.html
#> 12 report  2019-0… 0064… TRUE   "rmarkdo… 0.456    TRUE   TRUE  report.html

Remarks:

  • The quiet column appears above because one of the drake_plan() commands has knit(quiet = TRUE).
  • The hash column identifies all the previous the versions of your targets. As long as exists is TRUE, you can recover old data.
  • Advanced: if you use make(cache_log_file = TRUE) and put the cache log file under version control, you can match the hashes from drake_history() with the git commit history of your code.

Let’s use the history to recover the oldest histogram.

hash <- history %>%
  filter(target == "hist") %>%
  pull(hash) %>%
  head(n = 1)
cache <- drake_cache()
cache$get_value(hash)
#> `stat_bin()` using `bins = 30`. Pick better value with `binwidth`.

hist1

Independent replication

With even more evidence and confidence, you can invest the time to independently replicate the original code base if necessary. Up until this point, you relied on basic drake functions such as make(), so you may not have needed to peek at any substantive author-defined code in advance. In that case, you can stay usefully ignorant as you reimplement the original author’s methodology. In other words, drake could potentially improve the integrity of independent replication.

Readability and transparency

Ideally, independent observers should be able to read your code and understand it. drake helps in several ways.

  • The workflow plan data frame explicitly outlines the steps of the analysis, and vis_drake_graph() visualizes how those steps depend on each other.
  • drake takes care of the parallel scheduling and high-performance computing (HPC) for you. That means the HPC code is no longer tangled up with the code that actually expresses your ideas.
  • You can generate large collections of targets without necessarily changing your code base of imported functions, another nice separation between the concepts and the execution of your workflow

Aggressively scale up.

Not every project can complete in a single R session on your laptop. Some projects need more speed or computing power. Some require a few local processor cores, and some need large high-performance computing systems. But parallel computing is hard. Your tables and figures depend on your analysis results, and your analyses depend on your datasets, so some tasks must finish before others even begin. drake knows what to do. Parallelism is implicit and automatic. See the high-performance computing guide for all the details.

# Use the spare cores on your local machine.
make(plan, jobs = 4)

# Or scale up to a supercomputer.
drake_hpc_template_file("slurm_clustermq.tmpl") # https://slurm.schedmd.com/
options(
  clustermq.scheduler = "clustermq",
  clustermq.template = "slurm_clustermq.tmpl"
)
make(plan, parallelism = "clustermq", jobs = 4)

Installation

You can choose among different versions of drake. The CRAN release often lags behind the online manual but may have fewer bugs.

# Install the latest stable release from CRAN.
install.packages("drake")

# Alternatively, install the development version from GitHub.
install.packages("devtools")
library(devtools)
install_github("ropensci/drake")

Function reference

The reference section lists all the available functions. Here are the most important ones.

  • drake_plan(): create a workflow data frame (like my_plan).
  • make(): build your project.
  • drake_history(): show what you built, when you built it, and the function arguments you used.
  • r_make(): launch a fresh callr::r() process to build your project. Called from an interactive R session, r_make() is more reproducible than make().
  • loadd(): load one or more built targets into your R session.
  • readd(): read and return a built target.
  • drake_config(): create a master configuration list for other user-side functions.
  • vis_drake_graph(): show an interactive visual network representation of your workflow.
  • outdated(): see which targets will be built in the next make().
  • deps(): check the dependencies of a command or function.
  • failed(): list the targets that failed to build in the last make().
  • diagnose(): return the full context of a build, including errors, warnings, and messages.

Documentation

Use cases

The official rOpenSci use cases and associated discussion threads describe applications of drake in action. Here are some more applications of drake in real-world projects.

Help and troubleshooting

The following resources document many known issues and challenges.

If you are still having trouble, please submit a new issue with a bug report or feature request, along with a minimal reproducible example where appropriate.

The GitHub issue tracker is mainly intended for bug reports and feature requests. While questions about usage etc. are also highly encouraged, you may alternatively wish to post to Stack Overflow and use the drake-r-package tag.

Contributing

Development is a community effort, and we encourage participation. Please read CONTRIBUTING.md for details.

Similar work

drake enhances reproducibility and high-performance computing, but not in all respects. Literate programming, local library managers, containerization, and strict session managers offer more robust solutions in their respective domains. And for the problems drake does solve, it stands on the shoulders of the giants that came before.

Pipeline tools

GNU Make

The original idea of a time-saving reproducible build system extends back at least as far as GNU Make, which still aids the work of data scientists as well as the original user base of complied language programmers. In fact, the name “drake” stands for “Data Frames in R for Make”. Make is used widely in reproducible research. Below are some examples from Karl Broman’s website.

Whereas GNU Make is language-agnostic, drake is fundamentally designed for R.

  • Instead of a Makefile, drake supports an R-friendly domain-specific language for declaring targets.
  • Targets in GNU Make are files, whereas targets in drake are arbitrary variables in memory. (drake does have opt-in support for files via file_out(), file_in(), and knitr_in().) drake caches these objects in its own storage system so R users rarely have to think about output files.

Remake

remake itself is no longer maintained, but its founding design goals and principles live on through drake. In fact, drake is a direct reimagining of remake with enhanced scalability, reproducibility, high-performance computing, visualization, and documentation.

Factual’s Drake

Factual’s Drake is similar in concept, but the development effort is completely unrelated to the drake R package.

Other pipeline tools

There are countless other successful pipeline toolkits. The drake package distinguishes itself with its R-focused approach, Tidyverse-friendly interface, and a thorough selection of parallel computing technologies and scheduling algorithms.

Memoization

Memoization is the strategic caching of the return values of functions. It is a lightweight approach to the core problem that drake and other pipeline tools are trying to solve. Every time a memoized function is called with a new set of arguments, the return value is saved for future use. Later, whenever the same function is called with the same arguments, the previous return value is salvaged, and the function call is skipped to save time. The memoise package is the primary implementation of memoization in R.

Memoization saves time for small projects, but it arguably does not go far enough for large reproducible pipelines. In reality, the return value of a function depends not only on the function body and the arguments, but also on any nested functions and global variables, the dependencies of those dependencies, and so on upstream. drake tracks this deeper context, while memoise does not.

Literate programming

Literate programming is the practice of narrating code in plain vernacular. The goal is to communicate the research process clearly, transparently, and reproducibly. Whereas commented code is still mostly code, literate knitr / R Markdown reports can become websites, presentation slides, lecture notes, serious scientific manuscripts, and even books.

knitr and R Markdown

drake and knitr are symbiotic. drake’s job is to manage large computation and orchestrate the demanding tasks of a complex data analysis pipeline. knitr’s job is to communicate those expensive results after drake computes them. knitr / R Markdown reports are small pieces of an overarching drake pipeline. They should focus on communication, and they should do as little computation as possible.

To insert a knitr report in a drake pipeline, use the knitr_in() function inside your drake plan, and use loadd() and readd() to refer to targets in the report itself. See an example here.

Version control

drake is not a version control tool. However, it is fully compatible with git, svn, and similar software. In fact, it is good practice to use git alongside drake for reproducible workflows.

However, data poses a challenge. The datasets created by make() can get large and numerous, and it is not recommended to put the .drake/ cache or the .drake_history/ logs under version control. Instead, it is recommended to use a data storage solution such as DropBox or OSF.

Containerization and R package environments

drake does not track R packages or system dependencies for changes. Instead, it defers to tools like Docker, Singularity, renv, and packrat, which create self-contained portable environments to reproducibly isolate and ship data analysis projects. drake is fully compatible with these tools.

workflowr

The workflowr package is a project manager that focuses on literate programming, sharing over the web, file organization, and version control. Its brand of reproducibility is all about transparency, communication, and discoverability. For an example of workflowr and drake working together, see this machine learning project by Patrick Schratz (source).

Acknowledgements

Special thanks to Jarad Niemi, my advisor from graduate school, for first introducing me to the idea of Makefiles for research. He originally set me down the path that led to drake.

Many thanks to Julia Lowndes, Ben Marwick, and Peter Slaughter for reviewing drake for rOpenSci, and to Maëlle Salmon for such active involvement as the editor. Thanks also to the following people for contributing early in development.

Credit for images is attributed here.

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