README.md

phsmethods

phsmethods contains functions for commonly undertaken analytical tasks in Public Health Scotland (PHS):

• create_age_groups() categorises ages into groups
• chi_check() assesses the validity of a CHI number
• chi_pad() adds a leading zero to nine-digit CHI numbers
• sex_from_chi() extracts the sex of a person from a CHI number
• file_size() returns the names and sizes of files in a directory
• extract_fin_year() assigns a date to a financial year in the format YYYY/YY
• match_area() converts geography codes into area names
• format_postcode() formats improperly recorded postcodes
• qtr(), qtr_end(), qtr_next() and qtr_prev() assign a date to a quarter
• age_calculate() calculates age between two dates
• dob_from_chi() extracts Date of Birth (DoB) from the CHI number
• age_from_chi() extracts age from the CHI number

phsmethods can be used on both the PHS server and desktop versions of RStudio.

Installation

If you are using the PHS Posit Workbench the default repository is the PHS Posit Package Manager, the benefit of this is that phsmethods is listed there so you can install it with:

install.packages("phsmethods")

To install phsmethods directly from GitHub, the package remotes is required, and can be installed with install.packages("remotes").

You can then install phsmethods from GitHub with:

remotes::install_github("Public-Health-Scotland/phsmethods")

However, network security settings may prevent remotes::install_github() from working on RStudio desktop. If this is the case, phsmethods can be installed by downloading the zip of the repository and running the following code (replacing the section marked <>, including the arrows themselves):

remotes::install_local("<FILEPATH OF ZIPPED FILE>/phsmethods-master.zip",
  upgrade = "never"
)

Using phsmethods

Load phsmethods using library():

library(phsmethods)

To see the documentation for any phsmethods’ functions, type ?function_name into the RStudio console after loading the package:

?extract_fin_year
?format_postcode

You can access the full list of functions and their help pages on Reference page of pkgdown website. You will be able to see some examples of each function.

There is also a very useful PHS Methods online training course which gives you an interactive way to learn about this package.

Contributing to phsmethods

At present, the maintainer of this package is Tina Fu.

This package is intended to be in continuous development and contributions may be made by anyone within PHS. If you would like to contribute, please first create an issue on GitHub and assign both of the package maintainers to it. This is to ensure that no duplication of effort occurs in the case of multiple people having the same idea. The package maintainers will discuss the issue and get back to you as soon as possible.

While the most obvious and eye-catching (as well as intimidating) way of contributing is by writing a function, this isn’t the only way to make a useful contribution. Fixing typos in documentation, for example, isn’t the most glamorous way to contribute, but is of great help to the package maintainers. Please see this blog post by Jim Hester for more information on getting started with contributing to open-source software.

When contributing, please create a branch in this repository and carry out all work on it. Please ensure you have linked RStudio to your GitHub account using usethis::edit_git_config() prior to making your contribution. When you are ready for a review, please create a pull request and assign both of the package maintainers as reviewers. One or both of them will conduct a review, provide feedback and, if necessary, request changes before merging your branch.

Please be mindful of information governance when contributing to this package. No data files (aside from publicly available and downloadable datasets or unless explicitly approved), server connection details, passwords or person identifiable or otherwise confidential information should be included anywhere within this package or any other repository (whether public or private) used within PHS. This includes within code and code commentary. For more information on security when using git and GitHub, and on using git and GitHub for version control more generally, please see the Transforming Publishing Programme’s Git guide and GitHub guidance.

Please feel free to add yourself to the ‘Authors’ section of the Description file when contributing. As a rule of thumb, please assign your role as author ("aut") when writing an exported function, and as contributor ("ctb") for anything else.

phsmethods will, as much as possible, adhere to the tidyverse style guide and the rOpenSci package development guide. The most pertinent points to take from these are:

• All function names should be in lower case, with words separated by an underscore
• Put a space after a comma, never before
• Put a space before and after infix operators such as <-, == and +
• Limit code to 80 characters per line
• Function documentation should be generated using roxygen2
• All functions should be tested using testthat
• The package should always pass devtools::check()

It’s not necessary to have experience with GitHub or of building an R package to contribute to phsmethods. If you wish to contribute code then, as long as you can write an R function, the package maintainers can assist with error handling, writing documentation, testing and other aspects of package development. It is advised, however, to consult Hadley Wickham’s R Packages book prior to making a contribution. It may also be useful to consult the documentation and tests of existing functions within this package as a point of reference.

Please note that this README may fail to ‘Knit’ at times as a result of network security settings. This will likely be due to the badges for the package’s release version, continuous integration status and test coverage at the top of the document. You should only make edits to the .Rmd version, you can then knit yourself, or a GitHub action should run and knit it for you when you open a pull request.