Grafoscopio

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Important information to start with

Reading conventions

This document follows the following reading conventions:

Document and software versions

As convention, this manual has the same version of the software it documents. So the version number you see on bottom left side of each page, corresponds also to the Grafoscopio version.

Because we follow a [rolling-release][] model for Grafoscopio, it is possible that the software and the documentation get out of sync. Use the Update menu from the docking bar to get the latest software and documentation, as will be explained later.

Grafoscopio is packaged with other companion software, that is installed automatically with it. This is the info for that packages and theri versions

On commons, copyright and copyfarleft

Grafoscopio is covered with the same MIT license as Pharo. This document is covered by the P2P license. Both are pretty liberal licenses that grant you a pletora of rights but I think that documentation and software do not need to have the same license, even in the case of Grafoscopio, where interactive documentation is closer to software.

I (Offray Luna) think that a deeper discusion on licences and the protection and expansion of knowledge as a commons is needed and this licenses difference reflect that. You can see a full copy of both licenses, MIT and P2P, included at the end of this

Grafoscopio for what and for whom?

Grafoscopio is moldable tool [@girba_scg:_2014] for literate computing [@perez&granger-2015], intertwining prose, code and agile data visualizations [@bergel-2015], in a tree-like interactive document metaphor, developed on the Pharo live coding and computing integrated environment. Because of the continuity and uniformity of the environment, Grafoscopio blurs the distinction between code, data, document, application and IDE and tries to blur the distinction between interactive documents authors and software developers [@luna-2017]. Grafoscopio has been developed in the context of a PhD research in a hackerspace of the Global South (HackBo in Bogotá, Colombia), instead of a academic institution of the Global North and, from this particular context, approaches concerns like reproducible research, simple and self contained pocket infrastructures (that work off-line/on-line from USB thumb drives and/or low resources machines [@luna2014]), citizen science and data activism [@luna-2014].

As such, Grafoscopio is intended to be used by learners and researchers in several fields: academia, journalism, activism, hackctivits and for anyone interested in open reproducible research and data storytelling backed by data and visualizations. This document assumes that you are such person. We will introduce the general features of Grafoscopio and point to several online resources to complete your panoramic view of the ecosystem and to deep your knowledge. Grafoscopio includes introductory resources to learn Pharo and data visualization related technologies, in the Help > Tutorial (Spanish), and the web page (see figure ref{fig:web-page-en}) shows several examples of how to use them for specific projects: Panama Papers as reproducible research; open community innovation in access to medicine information; Twitter data selfies; specific domain visualizations for medicine information; open, garage and citizen science and research. This manual was also wrote using Grafoscopio and is also a sample of what you can do with this tool. We hope to inspire you to create and publish your own projects.

This document, by not try to be comprenhensive, is a first invitation to know the Grafoscopio environment and to deep your knowledge with the use of it and other related resources. You will see that some examples are pretty practical. No prior knowledge of programming is supposed to follow this manual.

Detail for the Grafoscopio [English web page][grafoscopio-en]{#fig:web-page-en}

IMPORTANT NOTE: Despite of being pretty usable, you will see that Grafoscopio is not totally finished, and this shows in a few spots of the Graphical User Interface (GUI) that "point to the future", towards funtionality still to be implemented. It's an unusual approach, but I think that is important to convey some sense of possibility, and work to be done in the GUI, instead of a fully polished "product" or a GUI that hides what is not ready. This conviction comes from the workshops where we worked and evolved Grafoscopio, while the workshop was happening(!), thanks to the dynamic, moldable and continuous nature of the Pharo live coding environment. Blurring the distinction between interactive documents authors and software developers, means to put the whole environment at their dispossal, and to show the community that they can be part of this future possibilities, and that's why we take this unusual approach to GUI.

Where the GUI is more a remainder for the future, I will point that using the TBD remark (for To Be Done).

Place in the ecosystem

Similar tools

Grafoscopio is similar to other tools and has been inspired by many of them, while is trying to bring also new possibilities, by combining different ideas, diverging from others, puting "parallel" ideas into dialog and, hopefully, bringing new ones. Here we talk about the similarities and differences with other tools.

in several programs, like TeXmacs, Org Mode, Leo and, of course, Grafoscopio.

Technologies behind

Grafoscopio tries to become a simple, understandable, moldable, versatile and flexible tool thanks to the power of Pharo environment and ecosystem and the combination with mature external and internal frameworks and tools. It uses:

Despite of trying to provide a friendly, cohesive and empowering user experience (UX) by integrating default external minimalist and/or self-contained tools into the data exploration and document publishing workflow, other external tools could be integrated (Git, more data bases, including NoSQL, other exporters and light markup languages and so on).

Installation instructions

If you want to install grafoscopio on Pharo 5, there are two ways of doing: via the Pharo catalog or via running a script from the playground. Both suppose that you have already installed Pharo for your platform (Windows, Gnu/Linux or Mac) from its download page, and will be explained below, from the easiest one to the "not so easy".

Different install procedures suit different tastes and needs and bring alternatives, so, if one doesn't work for you or your need/taste, you can try others, or just leave it like that, if your chosen method worked.

Install from the pharo catalog

To install Grafoscopio, from Internet in Pharo 5, follow this steps:

  1. Open the spotter (Shift + Enter) and start to write the first letters of "Grafoscopio". The spoter will show that it is available in the projects Catalog as shown in the figure ref{fig:install-screen1}.
![Install screen 1 Finding Grafoscopio in the projects catalog](../../../Imagenes/Install/spotter-grafos-first-launch.png){#fig:install-screen1}
  1. Click with the mouse or move with the keyboard to select the "Grafoscopio" package showed. A install question as the following will be shown (see figure ). Select "Yes" to start the installation process.
![Install screen 2 Install question](../../../Imagenes/Install/install-question.png){#fig:install-screen2 width="50%"}
  1. While the installation is running, some progress bars with package names are going to be showed (see figure ref{fig:install-screen3}):
![Install screen 3 Installation progress bars](../../../Imagenes/Install/progress-bar.png){#fig:install-screen3}
  1. When the installation ends we will see two indicators (as shown in figure ref{fig:install-screen4}).
    • Messages in the lower left corner telling that installation is complete and documentation is installed.
    • A tool bar in the upper side of the Pharo window, called the docking bar.
![Install screen 4 Installation ended](../../../Imagenes/Install/install-ended.png){#fig:install-screen4}
  1. Once we have Grafoscopio installed, we save modifications to our computing environment, by making click in any clean part of the GUI (not occupied by any window) to deploy the World Menu. There we choose save, to Save the system with the same name, or Save as to save it with a new one (see figure ref{fig:install-screen5}).
![Install screen 5 Saving changes via the World Menu](../../../Imagenes/Install/save-menu.png){#fig:install-screen5 width="50%"}

Install from a script

There are two ways of running scripts in the Pharo environment: one by importing them from Internet and the other by writing them manually.

If you want to run a Pharo script from its web address, open the spotter (Shift + Enter) and paste the address and then press Enter to open the interactive playground and finally press the Do it and go green play button or its shorcut (Ctrl + Shift + g).

For example, if you want to run the first part of the install script, open the spotter and paste this address http://ws.stfx.eu/BMWZPUY38BSF. You will see a screenshot similar to figure ref{fig:install-script-part1}, showing the web address you have pasted and the first lines of the script below, marked in grey.

Loading the install configuration package{#fig:install-script-part1}

Press Enter or select with the mouse the grey area. You will see the interactive playground with the script loaded. We will see more details about the playground later. For the moment press the play button or the shorcut (Ctrl + Shift + g). You will see that the playground has been executed. An executed playground contains a new column with details of the object resulting from that execution, as shown in figure ref{fig:executed-playground}.

Executed playground{#fig:executed-playground}

Now repeat the procedure, opening the spoter, pasting this url http://ws.stfx.eu/CZ87ZZ2SXCEM and executing the second part of the installation script (showed in figure ref{fig:install-script-part2}).

Loading Grafoscopio{#fig:install-script-part2}

You will see the progress bars and the ending of the installation process, as described in the steps 4 to 5 of the previous section.

Is usual to run the previous two steps in a single playground, by executing parts of it. Here we are going to show you how to do it, with the same installation example we have done so far. Open a playground (Ctrl + o + w) and write this:

"Start by loading the configuration of Grafoscopio"
  Gofer new
    url: 'http://smalltalkhub.com/mc/Pharo/MetaRepoForPharo50/main';
    package: 'ConfigurationOfGrafoscopio';
  load.

"After that load Grafoscopio"
ConfigurationOfGrafoscopio load.

Now select with the mouse the script lines until the first load, as shown in figure

and the press the Ctrl + g combination. Only the selected part of the script will be executed (see figure ).

Now select the second part of the script, as shown in figure

Using Grafoscopio

This section will show you how to use Grafoscopio from the GUI.

The spotter

One of the first elements of the Pharo GUI that is an excellent companion for Grafoscopio is the Spotter, provided by the GT Toolkit. It is a quick finder and laucher of system functionality, allowing you to launch scripts, find functionality, browse objects and classes, among others. To launch it press Shift + Enter in Pharo. You will see something like the figure ref{fig:spotter}:

The spotter{#fig:spotter}

You can learn more about the spotter in the Pharo MOOC2.

The docking bar

The docking bar is a fixed point in the graphical interface for quick access to certain functionalities. Is divided in three menus that are explained below.

Launch menu

This menu allows the creation of new notebooks and the opening of recent ones. Also it allows to launch playgrounds for writing code snippets and trascripts to see logs of the system.

Here is an screenshot of this menu options and a more detailed explanation of the options:

[][]

Update menu

This menu updates functionality, documentation and settings for Grafoscopio. Grafoscopio has a [rolling release][rolling-release] model, similar to the Arch Gnu/Linux distribution and its derivates, so continuous updates in functionality and documentation, come after the version packaged with the default installation. The updates frequency increases with our Data Week hackathon-workshop, seminars, and other community events, so is good to go the update menu regularly.

This are the options in the Update menu:

Help menu

The Help menu contains mostly references to interactive notebooks that teach or exemplify how to use Grafoscopio or the core technologies behind (Pharo tutorial, Roassal, STON, etc). They are installed with Grafoscopio in native format and some are in PDF.

We have followed a local first approach for the Grafoscopio development, which means that most of the documentation is writen for the local context first and in Spanish. The Grafoscopio Manual is the first English "formal" document (besides blog post and constant communication with the international Pharo communities). Because the GUI is in English now (it was in Spanish at the begining), we indicate when a Help document is in Spanish. In the future we would like to have multilingual documentation, with a bigger team and community to work on this issues. And of course you're already invited to be part of it.

This are the options in the Help menu:

Creating a new notebook

Once you have Grafoscopio installed, you will see a docking bar in the at the top of your Pharo environment. To create a new notebook you have several options:

You will see a window like the shown here:

[][]

Next section will explain the functionality of the GUI showed on this window.

The notebook GUI

The notebook GUI is composed of tree main parts, as showed below:

Each of these sections will be detailed below.

The top bar

The top bar groups funtionality to save, export and edit the document tree and associate it to related assets, that form projects.

This is the detailed information.

The notebook menu

Allows the creation new notebooks and their exportation to external formats.

These are the options of this menu:

See the "Exporting" section for details about exporting and the pandoc prerrequisites to make it work.

The project menu (TBD)

A project is a Grafoscopio notebook with the related files to produce particular outputs from it, including data files, HTML templates, other notebooks. A project tracks the historical changes on such files, allows collaboration between collective authors, exploring or unifying work variations (what is called branching and merging) and let the profreaders or audience made suggestions (via ticketing). Projects can be published on the web, providing reproducibility and increasing transparency.

Project functionality is provided in Grafoscopio thanks to the Fossil SCM (SCM stands for Software Configuration Manager and sometimes is called Distributed Control Version System or DVCS), a simple and self-contained software for asynchronous collaboration with a pretty small footprint, available for major platforms. Fossil is similar to Git or GitHub, but it is simpler that the former and doesn't hides functionality under closed source code software, like the later.

Despite of not being integrated yet, several projects have been done using the Grafoscopio + Fossil combination. For example, Grafoscopio uses Fossil as backend for its documentation and reporing issues.

The toolbar

The toolbar provides a series of icons to access frequently used functionality, organized by groups. In the future this functionality will be accessible also via keyboard shorcuts.

Here is a more detailed explanation of the icons functinoality in the toolbar.

Notebook saving and node cut, copy & paste
Node addition, deletion and movement
Switching node body, visiting links and adding tags

There are two kinds of nodes in Grafoscopio now: text nodes and code nodes. This could change in the future, providing special nodes as particular handers and viewers of particular content (images, audio, video, and so on). But with the simple combination of this two kinds of nodes, complete and complex interactive documents can be created already, and complemented with the dynamic and inmersive Pharo ecosystem. Text nodes are writen in pandoc's markdown, with support to embedding images, bibliographic references and all the features provided by this markup language. Code nodes are interactive playgrounds of Pharo code, allowing to dive into different objects, and integrated with the Roassal agile visualization toolkit.

Literate computing, weaves code and text, emphasizing narrative and storytelling supported by data. That's why default nodes are textual ones. The [][] icon switches a node from text to code and viceversa.

The arrow icon [][] visits a node link, opening it in the web browser, if it is not empty (see node details for more information about node links).

The add/remove tags icons [][] [][] will be used to define custom tags to mark nodes (TBD). Custom tags can be used to define node traversal paths to create different outputs from a single notebook.

The document tree

The document tree is the place where the whole document is shown and provides a uniform metaphor to organize the work. It is at the left of the Grafosocopio Notebook GUI. This part will introduce the document tree and some vocabulary to be used with it.

The tree metaphor provides sequence and hierarchy to the document and its parts and is composed by nodes. Nodes have tree kinds of possible basic relationships: parent, child and sibling, which are represented visually for the indentation level of the nodes. We'll use this visual metaphor to introduce this relationships. The nodes indented inmediately at the right of other are called the children of the node at the left, and, converserly, the node at the left is said to be the parent of the nodes at the right. Nodes at the same indentation level are siblings, sharing the same parent. If a node has children, it will show an arrow head at the left. if the arrow is pointing right, the node is collapsed meaning is not showing its children. If the arrow is pointing down, the node is expanded, meaning that is shown them. (see figure below).

Finally, If a node A is parent of a node B, which is parent of a node C, then A is said to be an ancestor of C and C is said to be a sucessor of A.

Node details

As we said, documents are composed by nodes organized in trees. The node has tree parts: header, body and links. We will explain the detailed composition of a node below.

Node header

The node header is a short text (one line) that summarizes the purpose or content of the node. The header is shown in two places, in the document tree (for navigation) and at the top of the node details, as a text field, for edition. Once the node header has been edited a color mark will be shown near the upper right corner of the text field box. This is known as a dirty marker. To update the header in the document tree press Ctrl + s ( in Windows or Linux) or Cmd + s (Mac).

Node body

The node body contains more extense information for the node and can take several lines of text or code. Node body is located inmediatly below the node header text input. Node body is saved automatically with each keystroke, and takes advantage of the build in persistance for all Pharo objects (called image persistance), but if you want to update the notebook contents to the file system you will need to save the notebook explicitely, by pressing the save button in the top bar or chosing the save option in the ̀Notebook menu ̀.

Node links

Node links store links to web references. Sometimes when you're making quick outlines, you need to organice external web references and have an easy way to visit them. That's the primary functionality for node links. If a node contains a valid link URL in the node links, you can visit them, by pressing the blue arrow icon [][], which will open the default web browser in such link. The node links behave in a similar way to headers and the modificacions are saved explicitly by pressing Ctrl + s (Gnu/Linux, Windows) or Cmd + s (Mac).

In the future node links will behave in smarter ways, storing, for example, the history of shared playgrounds for code nodes, paths to the file system to export subtrees of a document, so, web browsing is just the begining.

More on code nodes

Code nodes are at the core experience of the interactive documentation, exploratory computing, reproducible research and literate computing. Code nodes are full Pharo interactive playgrounds embedded inside the Grafoscopio nodebook, with full functionality, including interactive inspectors, to dive into the objects and graphical capabilities, thanks to Roassal. We use extensively code nodes in our Data Week workshops, in conjunction with the integrated Monticello DVCS, to share code in agile fashion and prototype ideas quickly. Here is a more detailed view of how to use code nodes.

Executing

Once a node has been defined as code (by pressing the [][] button), you will see a playground page inside the node body, with custom buttons for its functionality, as seen below:

![][]

To execute a code node, make click on any part of the node body and press the "Ctrl + shift + g" keyboard combination or click the "play" button in the playground page (see image below).

![][]

To execute a part of the code node instead, put the cursor at the line you want to execute or select the line(s) with the mouse and press "Ctrl + g".

Sharing

To share a code node, click the "play" button in the playground page (see image below).

![][]

Once you accept to share your playround contents, a notification popup will be shown, telling the url of your published playground and will be automatically copied to the system's clipboard (see image below), so it can be easily pasted in mails and other messages.

Playground publications hosting services is generously provided by Sven Van Caekenberghe (also, he is the author of the superb STON format and NeoJSON importers, used in Grafoscopio and the Dataviz companion package).

Importing

The previous topic show you how to share code nodes from the notebook to the web. This one shows how to import them from the web to your notebooks. For this, the only thing you need to do is to paste the web URL for published playground in the node header and press enter. The node will become a playground with the contents imported from the web.

We use this feature extensively for our workshops/hackathons and in fact was inspired by them. Usually we have a set of etherpads to write quick notes collaboratively in real time by the event participants and we put there the links of the shared playgrounds, to be imported in Grafoscopio notebooks.

In the future the node links could show the history of the shared playgrounds and its transformations.

Diving on them

Code nodes are fully functional playgrounds, as we have said. So you can use the full functionality of them to dive into the objects. By executing the plauyground, you not only see the results, but also a customized inspector (provided by the GT-Tools) that allows to see the attributes of the object or query them.

Several customized tabs are shown according to the execution in the playground and can be extended and adapted further.

Some of the most used tabs are:

To know more about playgrounds and how they can be used and extended vistit the GT-Tools page.

Extending the markup: %keywords

Exporting: markdown, LaTeX and pdf

Grafoscopio provides exportation capabilies to [pandoc's markdown][markdown] and from there, can be used with pandoc, create beautiful documents for the printing and the web, with templates and customized control over a lot of variables. In fact, the PDF version of this document was created in this way, from a single Grafoscopio notebook.

For the moment, Grafoscopio's main author is focused on PDF output, using LaTeX as an intermediate format, because PDF is still the king format for research and he is finishing writing his dissertation using LaTeX to create a final PDF document, so the exported markdown is "LaTeX flavored". In the future, HTML will be supported also and more fine grained markdown export will be available.

To export a document, choose the appropiate option from the [Notebook menu][notebook-menu]. Exporting to markdown will save the document in the same location as the current one, but with ̀.markdown ̀ extension and exporting as PDF will run the proper pandoc command on this document for such conversion (provided that pandoc is installed on your system at the usual location, if is not, it will send you an error message). If you want to export a document with a different name, you wil need first to save the native document with such new name.

API documentation

Because Grafoscopio inhabits a full live coding environment, it follows the custom of making the API documentation available inside a dynamic environment, instead in some static web page. To open the Grafoscopio package inside the system browser, and see the messages organized by protocols execute:

"Browser the notebook API"
GrafoscopioNotebook browse.

"Browse the document tree API"
GrafoscopioNode browse.

Tests

The core functionality of Grafoscopio is tested. If you want to see and run the tests, just open the tests package by executing

GrafoscopioNodeTest browse

Examples

There is a dedicated complementary package, called Dataviz, with examples, that was build with educative purposes, for a recurrent local workshop called the Data Week, where we invite a diverse community in gender, professions, educational and life backgrounds. Also we have a Spanish introductory tutorial, that is directed towards beginers.

To see such examples please load the Dataviz introductory documentation by executing the code

"This opens the Spanish tutorial"
GrafoscopioNotebook new openTutorial 
GrafoscopioDocumentation openDataVizIntro

Community Guidelines

Seek support

Grafoscopio has a small and new born community. You can reach it by following the contact links in the Grafoscopio page in Spanish or in English.

Also you can discuss issues related with Grafoscopio in the Pharo users community mailing list . We follow such list and try to be active participants there and bridge the local Spanish community with the international one.

Report issues or problems with the software

To report issues of problems please visit our ticket section Fossil repository. Before creating a new ticket, please be sure to visit the current tickets, to see if your issue/problem has been not reported before.

Contribute to the software

As we said, Grafoscopio want to help in blurring the distinction between software developer and interactive document author, si we're pretty open to several ways of contributions: from simple bug reports, as explained above, to the creation of interactive documentation, domain specific languages (DSL) and visualizations, or software functionality.

Contributions usually take part on our recurrent Data Week hackathon/workshop and there you will learn how to use and adapt the software, starting by the basics, creating DSL and crafting visualizations and integrating them into interactive notebooks. You will also learn how to use Fossil and how to commit to our shared repositories. We're creating a tutorial (in Spanish) with all these themes covered, as memories for us and others to remember and learn from.

If you don't have the chance to assist to one of our Data Weeks or use the resulting notebooks, you can also ask for permisions in the respository using any of the contact ways, listed above. We are a small, new born and friendly community with low traffic mail communication and can discuss about contributions on an individual case by case approach, so your words, bugfix and suggestions will be listened and taking into account and integrated when it makes sense.

Welcome again to our community :-).

Licenses

Grafoscopio Software License

The Grafoscopio software is covered under MIT License

Copyright (c) 2014-2016 Offray Vladimir Luna Cárdenas

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

This Document License

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Bibliography

bibliography.bib


  1. ^ The idea of the "document is a program" is a paraphrasis of "the book is a program", stated in the Pollen documentation, which is a short phrase to express a powerful idea
  2. ^ MOOC stands for Massive Online Open Courseware. The Pharo MOOC is excellent and a really good entry point for programmers wating to learn more about Pharo and Live Coding. It is also provides good complementary information if you come for other disciplines and endeavors and want to complement your reproducible research, modelling, data storytelling and visualization, with solid foundations of the Pharo environment.