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Contribution guidelines for the OpenPBTA-analysis

Issues

The best place to initially engage with the project is likely to be via creation of new issues or participation in existing issues. We use issues to address difficulties interacting with the data, limitations of the current data processing approaches, or other roadblocks. We also use issues for discussion of analyses. Participants who wish to perform an analysis of the data as part of this effort should either identify an existing, planned analysis that they wish to tackle or propose a new one.

Pull requests

Contributions to the analysis repository operate on a pull request model. We expect participants to actively review pull requests, with a particular focus on pull requests that include analyses within their areas of expertise.

If you are new to git and GitHub, check out this Hello World guide, the GitHub documentation for cloning a repository, the GitHub documentation for changes from a remote repository and the GitHub documentation for reviewing changes in pull requests.

Filing a pull request from your own branch

Here, we include a typical workflow for filing a pull request to contribute to this project.

  1. Fork this repository to your own account: https://help.github.com/en/articles/fork-a-repo
  2. Treat AlexsLemonade/OpenPBTA-analysis as an upstream repository. You should follow these instructions for configuring a remote that points to an upstream repository here: https://help.github.com/en/articles/configuring-a-remote-for-a-fork
  3. When you want to make changes and ultimately file a pull request against the master branch of this repository, you can start by making a branch from the master branch of your fork named for the changes you intend to make. For example, you could name your branch gene-expression-clustering Then, check out the new branch (e.g., gene-expression-clustering). Commit and push your changes to this branch. You will then be able to file a pull request from this branch: https://help.github.com/en/articles/creating-a-pull-request-from-a-fork
  4. Once your pull request is approved and merged by the project maintainers, it's time to keep the master branch of your fork up-to-date with the master branch of this repository by following this process: https://help.github.com/en/articles/syncing-a-fork. Here's a typical series of steps for performing that:
# fetch the changes from the AlexsLemonade repository
git fetch upstream

# checkout your own master branch
git checkout master

# merge the upstream/master branch into your own master branch
git merge upstream/master

# push the changes to your master branch to the remote repository
git push

You do not want to commit changes to your master branch, any changes to your master branch should come from the upstream master branch.

Size and composition of pull requests

An ideal pull request is small enough for reviewers to review the code in detail and focused on a single area or, if adding a new file entirely, a single file. Implementing an analysis will often require more than one notebook or script to be added to the repository. It is best to submit multiple pull requests for these analyses rather than a single, large pull request when an analysis is completed. This facilitates scientific discussion and reduces the burden on reviewers (see Peer review).

As the author of a pull request, consider what reviewers who have not been working on the analysis need to know to perform an effective review. We've put together a pull request template to help.

Creating stacked pull requests

If you find that the changes on your branch include multiple files and a large number of lines of code have been changed, you may want to file a draft pull request to get feedback on splitting up the changes into multiple pull requests. You can read more about how to split up pull requests here and in the "4 Git strategies for Pull Requests splitting" section of this article. We include a simple example, adapted from the first link, below.

I have a new analysis on a branch called new-analysis that includes three scripts: 01-first-script.R, 02-second-script.R, and 03-third-script.R. All three scripts have been committed to the new-analysis branch. To file three pull requests, one for each script, I could take the following approach:

Add the first script to its own branch new-analysis-first.

We're creating the new branch with all the changes from new-analysis unstaged.

git checkout -b new-analysis-first new-analysis
git reset master

Now we're ready to add, commit, and push 01-first-script.R.

# add the first script
git add analyses/new-analyses/01-first-script.R

# stash all other changes (e.g., the second and third script)
git stash --include-untracked --keep-index

# commit + push the changes to the first script
git commit -m "Add first script for new analysis"
git push origin new-analysis-first

We're then ready to file a pull request from the new-analysis-first branch.

To get a pull request ready for 02-second-script.R, we'd do the following:

# create a new branch for this purpose
git checkout -b new-analysis-second

# pop the stash that contains the second and third scripts
git stash pop

# add, stash, commit, push
git add analyses/new-analyses/02-second-script.R
git stash --include-untracked --keep-index
git commit -m "Add second script for new analysis"
git push origin new-analysis-second

These steps can be repeated for 03-third-script.R.

Updating your out-of-date branch

The master branch for AlexsLemonade/OpenPBTA-analysis is protected such that pull request branches must be up-to-date before they are merged into master. In addition, it may be helpful to update your branch before it is approved and ready to be merged. For example, it is possible that a continuous integration failure is related to your branch being out-of-date (e.g., the data download script has been updated) and not due to the changes you are adding in your pull request.

You can update your branch via the GitHub interface using the Update branch button that appears on your pull request when this occurs.

If there are merge conflicts that need to be resolved, please allow a project organizer to resolve them for you.

If for some reason the Update branch button does not work, you can do the follow from the command line (provided you have set AlexsLemonade/OpenPBTA-analysis as an upstream remote):

# checkout the out-of-date branch
git checkout <my-branch-for-pull-request>
# fetch the upstream changes in the AlexsLemonade master branch
git fetch upstream
# merge the AlexsLemonade master branch into the out of date branch
git merge upstream/master

replacing <my-branch-for-pull-request> with your branch name without angle brackets.

Note: You will be prompted to enter a commit message via the text editor configured for your system.

To update your branch and pull request on GitHub, push your changes with:

git push

Authorship

The ultimate goal of this is effort is to describe the results of our analyses in a manuscript. We will use the ICMJE Guidelines. We expect authors to contribute to the overall design of the project by participating in issues, to contribute analyses via filing pull requests that integrate analyses into this repository, to contribute to the text by contributing sections and/or revisions to sections through pull requests on the OpenPBTA-manuscript repository. It is important to note that, for authorship, these should be substantial intellectual contributions.

Peer review

All pull requests will undergo peer review. Participants in this project should review pull requests, which can be done using GitHub's review interface. They should suggest modifications or, potentially, directly edit the pull request to make suggested changes. As a reviewer, it's helpful to note the type of review you performed: did you look over the source code, did you run the source code, did you look at and interpret the results or a combination of these?

Before a repository maintainer merges a pull request, there must be at least one affirmative review. If there is any unaddressed criticism or disapproval, a repository maintainer will determine how to proceed and may wait for additional feedback.