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Dan Gunter
7 December 2022
IDAES Examples Tutorial

Tutorial

This is for developers. Users should refer to the "readme.md" file in this directory.

Assumptions:

  • user = 'username'

For more details on commands described here, see the README.md file in this directory.

Setup

This section describes how to download and install the examples repo.

Fork and clone the repository

Go to https://github.com/IDAES/examples and fork the repository.

Start a shell and change to directory where you will clone the repository.

git clone  https://github.com/username/examples
cd examples
git remote add upstream  https://github.com/IDAES/examples

Install in a Conda environment

Continue in the directory where you cloned the repository. Create a conda environment and install examples (and dependencies, including idaes-pse).

conda create -y -n idaes-examples python=3.10
conda activate idaes-examples
pip install -r requirements-dev.txt
idaes get-extensions

Note #1: The "pip install" step will provide time to brew some coffee, get a snack, or see why the kids are so quiet (depending on your particular circumstances).

Note #2: The idaes get-extensions command makes global changes, so use the --to option or skip this step if you need to keep a specific version of the extensions installed for other work.

Creating a new example

We will walk through the steps for a new example Jupyter Notebook

Create a notebook

Continue in the directory where you cloned the repository. Create a Jupyter notebook in an existing folder.

Start Jupyter

Change to a subdirectory and start the Jupyter notebook server:

cd idaes_examples/nb/flowsheets
jupyter notebook &

Add a markdown cell

Then, in the Jupyter notebook browser, create a new blank note book. Name the notebook my_notebook_src and make the first cell a Markdown cell with the following text:

# My notebook
This is my example notebook.

Add code cells

Add 3 code cells with the following content (one statement per cell):

import idaes

print(idaes.__version__)

assert idaes.__version__.startswith('2')

Add tags

To demonstrate how the tags work, we will add tags to a couple of these cells:

  1. To see current tags, select "View" -> "Cell toolbar" -> "Tags".
  2. Add the tag noauto to the cell with the print statement. This will skip this cell in the versions of the notebook used for documentation and testing.
  3. Add the tag testing to the cell with the assert statement. This will only include this cell in the version of the notebook used for testing.

Run preprocessing

There is some custom Python code to preprocess each _src notebook into a different version (with different extensions) for documentation, testing, tutorial exercises, and tutorial solutions. This preprocessing step is run automatically in the build and test commands, but for demonstration purposes we can run it manually with:

idaesx pre

Then you can look in the directory idaes_examples\nb\flowsheets to see the generated versions of your tutorial notebook.

Save work

Finally, save the notebook.

Add example to JupyterBook

For building and testing to 'see' a notebook it needs to be in the Jupyterbook table of contents. The following steps add the new notebook to the table of contents.

  1. Open idaes_examples/nb/_toc.yml in an editor.
  2. Find - file: flowsheets/index under chapters:.
  3. In the list of sections for that chapter, add - file: flowsheets/my_notebook_doc (indent the same as the other sections).
  4. Save the modified file.

Note: Although the notebook was called my_notebook_src, the filename in the table of contents entry is my_notebook_doc.

Test the example

Example notebooks are tested with pytest, using a special configuration that is stored in the root directory of the repository (in the file "pyproject.toml").

Change to the top directory for the repository, then test your new example notebook with:

pytest -k my_notebook

Why -k? Although you can test all notebooks with the simple command pytest, since notebooks are found and tested with an extra level of indirection you can't simply name the notebook directly. Instead, testing a single notebook requires using a "-k" expression that will match the notebook.

Copying an existing example

In the transition period, there may be changes to example notebooks, etc. in examples-pse that need to be moved over into this repo. There are bulk migration scripts in the 'scripts/' directory, but the intent of this mini-tutorial is to help migrate one example notebook (though there is one file in that directory we will use).

Find notebook directory

In scripts/map.yml there is a mapping of the notebook subdirectories in examples-pse, undder src/ to the subdirectories under idaes_examples/nb/ in this repository. For example:

map:
    - Examples/DAE: dae
    - # ..etc..

This means that the notebook src/Examples/DAE/petsc_chem_example.ipynb in the examples-pse repo should be placed in idaes_examples/dae/petsc_chem_src.ipynb in the new repo.

Copy notebook

Filenames will mostly stay the same, but certain suffixes on the old files should be stripped, and the new suffix _src added.

So, any of the following..

  • foo_example.ipynb
  • foo_solution.ipynb
  • foo_solution_testing.ipynb
  • foo_testing.ipynb
  • foo.ipynb

..should be copied to the file foo_src.ipynb in the new structure.

Before copying the notebook, back up any old version(s) first. Then simply copy the file from the old location to the new one. For example, using the previous example, if examples-pse and examples were cloned in the same parent directory, and the working directory is the examples root, do:

# backup
cp idaes_examples\nb\dae\petsc_chem_src.ipynb idaes_examples\nb\dae\petsc_chem_src.bak
# overwrite
cp ..\examples-pse\src\Examples\DAE\petsc_chem_example.ipynb .\idaes_examples\nb\dae\petsc_chem_src.ipynb

Fix tags

To see current cell tags in the notebook, open it with the Jupyter Notebook UI and then select "View" -> "Cell toolbar" -> "Tags". You should go through the notebook and take out any remove_cell tags.

You can also, if you want, use additional tags available in the new framework. See the 'Jupyter Notebook cell tags' section of the README.md in this directory.

Update copyright

To add or update copyright headers, you can run addheader in the root directory. This will look at all files but should only change notebooks where needed.

Test and build changes

Refer to the 'Test the example' section above for how to test-run the notebook with pytest, and also the 'Other tasks' section for how to build documents and run Black formatting.

Other tasks

Run 'unit' tests

To do quick sanity checks and other tests of the example notebooks, there are standard Python test files under idaes_examples/nb. To run those instead of the example notebooks, simply run pytest from the idaes_examples sub-directory:

cd idaes_examples
pytest

Note: This works because there is a "pytest.ini" in that directory that is used instead of the configuration in the root of the repository. That configuration does not set up the special ('nbmake') configuration for running Jupyter notebooks under pytest.

Rebuild the documentation

To build (or rebuild) the documentation:

idaesx build

Note #1: This rebuilds all the docs, which also involves executing them. This could take many minutes. Note #2: From the output you can see that "Jupyterbook" is really doing most of the work here. Note #3: In theory rebuilding the docs after the first time can re-use all the previously built versions and save a lot of time. Getting Jupyterbook caching working has been harder than anticipated.

When the documentation finally finished building, the HTML output will be in idaes_examples\nb\_build\html. To view, open the "index.html" file with a browser.

Format the notebooks with Black

To make sure the notebook code is formatted according to IDAES convention, you can run Black on all the notebooks:

idaesx black

Use the notebooks

Use the following command to start a Jupyter server for browsing and running the notebooks locally:

idaesx serve