Python, SageMath/Cloud, R and Open-Source

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1 Python, SageMath/Cloud, R and Open-Source Harald Schilly TANCS Workshop Institute of Physics University Graz

2 The big picture

3 The Big Picture Software up to the end of 1979: Fortran: LINPACK (later LAPACK), BLAS, etc. Macsyma (later Maxima): symbolic computing S Programming language (later R) Open-source until 2000: R: emerges as a serious statistics and data analysis platform Maxima: open-source computer algebra system Python: invented early 90s, based on ABC, very user-friendly Mid-2000 until now: Python: growing usage in scientific computing, data analysis, machine learning, etc. SageMath: Python-based environment for mathematical computing R: de-facto standard for scientific publications in statistics... and many more emerging tools and libraries like Julia 1

4 Shifting Paradigm: Open by Default Open-source and Open-access Scientific publications, databases, programming languages, libraries, file formats, etc.: all are shifting towards being open and accessible. 2

5 Shifting Paradigm: Open by Default Open-source and Open-access Scientific publications, databases, programming languages, libraries, file formats, etc.: all are shifting towards being open and accessible. Networked Computing The personal computing area brought rise to packaged software for users. This model already shifted towards Software as a Service (SaaS). 2

6 Shifting Paradigm: Open by Default Open-source and Open-access Scientific publications, databases, programming languages, libraries, file formats, etc.: all are shifting towards being open and accessible. Networked Computing The personal computing area brought rise to packaged software for users. This model already shifted towards Software as a Service (SaaS). Collaboration Software development happens publicly and worldwide (e.g. GitHub). Research collaboration has no borders. Proprietary software locks up users in walled gardens. Open Data initiatives: Zenodo, OpenAIRE,... Reproducible Research. 2

7 SageMath

8 SageMath Quick Survey Who has ever heard of SageMath before? Who has used SageMath? Who has contributed to SageMath? 3

9 History 2004: William Stein started SageMath at Harvard. Motivation: Frustrated with closed-source mathematics software and in particular with Magma. 2005: First version of Sage ever. 2006: After lots of hard work, small team at University of Washington formed around it. 4

10 Motivation and Goals Motivation Frustration with the state of mathematical software: only commercial players and fragmented academic software. Goals Some of the general goals behind SageMath: Unify fragmented academic mathematical software. Easier installation/distribution of the software. Use type system to express mathematical knowledge. Allow for mixing instances of such types in calculations ( coercion ), e.g., multiplying a matrix over Z with an element in F 2. Foster a mathematical research platform. 5

11 Solutions Solutions Uses a common widely used programming language and use types to express mathematical objects in code. Package many open-source tools in a consistent manner. Stands on the shoulders of giants: uses existing software packages like Pari/GP, Python, Matplotlib, R, SymPy, Maxima, etc. In total, about 100 software packages. The core library uses these tools and implements its own algorithms; An extensive test suite ensures that the whole collection of functionality works well together. 6

12 Solutions Solutions Uses a common widely used programming language and use types to express mathematical objects in code. Package many open-source tools in a consistent manner. Stands on the shoulders of giants: uses existing software packages like Pari/GP, Python, Matplotlib, R, SymPy, Maxima, etc. In total, about 100 software packages. The core library uses these tools and implements its own algorithms; An extensive test suite ensures that the whole collection of functionality works well together. Bold Mission Statement Create a viable free open source alternative to Magma, Maple, Mathematica and Matlab. 6

13 Python: core engine behind SageMath Benefits of Python Easy to learn and teach: many ideas originate from the ABC language. Powerful and universal: mathematical objects are instances of types in Python. Widely used and supported by the industry: Google, Microsoft, etc. Spillover effect: learning SageMath means also learning Python. Since mid-2000s, thriving ecosystem in engineering, numerical mathematics, big data and machine learning. Many other Python libraries can be accessed from within SageMath. 7

14 Example: Mathematical Types in Knot Theory First, define a Knot by its oriented Gauss code. K = Link([[[-1, 2, -4, 5], [1, -3, 4, -6], [-2, 3, -5, 6]], [-1, 1, -1, 1, -1, 1]]) Orientation: K.orientation() = [ 1, 1, 1, 1, 1, 1] Number of components: K.number of components() = 3 Alexander Polynomial: K.alexander polynomial() = 1 t t + 6 4t + t 2 8

15 Python: numerical mathematics and data analysis Since mid-2000s, several driving forces behind Python established a solid basis for numerical mathematics: NumPy n-dimensional array library (tensor arithmetic) bindings for Fortran/C/C++ (same data-structure, uses existing libraries) Scipy and other libraries make use of it 9

16 Python: numerical mathematics and data analysis Since mid-2000s, several driving forces behind Python established a solid basis for numerical mathematics: NumPy n-dimensional array library (tensor arithmetic) bindings for Fortran/C/C++ (same data-structure, uses existing libraries) Scipy and other libraries make use of it Example non-profit: NumFOCUS sponsoring PyData, Pandas, Jupyter, PyTables, Julia, Matplotlib, AstroPy, FeniCS,... 9

17 Python: numerical mathematics and data analysis Since mid-2000s, several driving forces behind Python established a solid basis for numerical mathematics: NumPy n-dimensional array library (tensor arithmetic) bindings for Fortran/C/C++ (same data-structure, uses existing libraries) Scipy and other libraries make use of it Example non-profit: NumFOCUS sponsoring PyData, Pandas, Jupyter, PyTables, Julia, Matplotlib, AstroPy, FeniCS,... Example for-profit: Google Python/PSF, GSoC, Tensorflow,... Continuum.io Conda/Anaconda, Bokeh, Numba, Dask, Blaze,... 9

18 R: open-source statistical software Based on the S -language (domain specific, from the 1970s) Similar project like SageMath, but for statistics. Started in the first half of the 1990s, 1.0 release in Invented DataFrames : expressive and powerful manipulation of typed columnar data. (Idea lives on in Python s Pandas library, Apache Spark, Julia, etc.) R Packages are an ecosystem for experimentation and innovation (almost 10,000)! 10

19 R: Packages R is famous for plotting: e.g. ggplot2: implements the Grammar of Graphics p <- ggplot(mtcars, aes(factor(cyl), mpg)) p + geom_violin(draw_quantiles = c(0.25, 0.5, 0.75)) Bioconductor: analyzing genomic data shiny: interactive websites as a report many more: dplyr, tidyr, stringr, zoo (time series), quantmod (finance), maptools (spatial data), etc. CRAN Task Views: 11

20 SageMathCloud

21 SageMathCloud Second Quick Survey Who has ever heard of SageMathCloud before? Who has an account on SageMathCloud? Who has ever had trouble running SageMath or some other scientific open-source software locally on your computer? 12

22 Solution for a changing world Problem: Although SageMath has a wonderful user-base, it stopped growing past about 50K active users. Key factors: install is difficult since SageMath is a large package, requires non-windows OS or a VM, management of own system and files, etc. 13

23 Solution for a changing world Problem: Although SageMath has a wonderful user-base, it stopped growing past about 50K active users. Key factors: install is difficult since SageMath is a large package, requires non-windows OS or a VM, management of own system and files, etc. Solution: Create an online SaaS platform with these benefits: Zero-setup: all software and servers are updated and maintained for you. Access your project from anywhere via the internet. Collaboration: real-time synchronized computational documents (SageWS and Jupyter) in shared projects, communicate via chat, task lists,... Backup and Snapshots: never lose your work again! Teach a class: all students immediately ready to go, manage and grade assignments, help student s directly,... Author Markdown and L A TEX documents directly where your research happens; and Publish your work online. 13

24 SageMathCloud Project The cornerstones of the SageMathCloud project: Fully open-source distributed online application; Leverages modern web-standards, cloud computing and service orchestration; Provides SageMath, R, Python, Jupyter, Julia, Anaconda, L A TEX, Octave, and many more software packages through its novel UI; Is backed by SageMath, Inc., a company founded by William Stein in 2015; Goals of SageMath, Inc. align with SageMath in terms of making open-source software more accessible, removing friction of using it, and to enhance its development. 14

25 Example: SageTeX

26 L A TEX with embedded calculations SageTeX is a L A TEX package for running SageMath computations right inside a document. Results are even cached between runs! Examples Inline commands: \sage{factor(2016)} = \sage{integrate(x^2*sin(x), x)}: x 2 sin(x) dx = ( x 2 2 ) cos (x) + 2 x sin (x) Define a graph G 4 : \begin{sageblock} G4 = DiGraph({1:[2,2,3,5], \ 2:[3,4], 3:[4], \ 4:[5,7], 5:[6]}, \ multiedges=true) G4plot = G4.plot(layout= circular ) \end{sageblock} Plot via \sageplot{g4plot}:

27 DEMO SageMath and SageMathCloud Demo 16

28 Thank You! Harald Schilly c

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