- •brief contents
- •contents
- •preface
- •acknowledgments
- •about this book
- •What’s new in the second edition
- •Who should read this book
- •Roadmap
- •Advice for data miners
- •Code examples
- •Code conventions
- •Author Online
- •About the author
- •about the cover illustration
- •1 Introduction to R
- •1.2 Obtaining and installing R
- •1.3 Working with R
- •1.3.1 Getting started
- •1.3.2 Getting help
- •1.3.3 The workspace
- •1.3.4 Input and output
- •1.4 Packages
- •1.4.1 What are packages?
- •1.4.2 Installing a package
- •1.4.3 Loading a package
- •1.4.4 Learning about a package
- •1.5 Batch processing
- •1.6 Using output as input: reusing results
- •1.7 Working with large datasets
- •1.8 Working through an example
- •1.9 Summary
- •2 Creating a dataset
- •2.1 Understanding datasets
- •2.2 Data structures
- •2.2.1 Vectors
- •2.2.2 Matrices
- •2.2.3 Arrays
- •2.2.4 Data frames
- •2.2.5 Factors
- •2.2.6 Lists
- •2.3 Data input
- •2.3.1 Entering data from the keyboard
- •2.3.2 Importing data from a delimited text file
- •2.3.3 Importing data from Excel
- •2.3.4 Importing data from XML
- •2.3.5 Importing data from the web
- •2.3.6 Importing data from SPSS
- •2.3.7 Importing data from SAS
- •2.3.8 Importing data from Stata
- •2.3.9 Importing data from NetCDF
- •2.3.10 Importing data from HDF5
- •2.3.11 Accessing database management systems (DBMSs)
- •2.3.12 Importing data via Stat/Transfer
- •2.4 Annotating datasets
- •2.4.1 Variable labels
- •2.4.2 Value labels
- •2.5 Useful functions for working with data objects
- •2.6 Summary
- •3 Getting started with graphs
- •3.1 Working with graphs
- •3.2 A simple example
- •3.3 Graphical parameters
- •3.3.1 Symbols and lines
- •3.3.2 Colors
- •3.3.3 Text characteristics
- •3.3.4 Graph and margin dimensions
- •3.4 Adding text, customized axes, and legends
- •3.4.1 Titles
- •3.4.2 Axes
- •3.4.3 Reference lines
- •3.4.4 Legend
- •3.4.5 Text annotations
- •3.4.6 Math annotations
- •3.5 Combining graphs
- •3.5.1 Creating a figure arrangement with fine control
- •3.6 Summary
- •4 Basic data management
- •4.1 A working example
- •4.2 Creating new variables
- •4.3 Recoding variables
- •4.4 Renaming variables
- •4.5 Missing values
- •4.5.1 Recoding values to missing
- •4.5.2 Excluding missing values from analyses
- •4.6 Date values
- •4.6.1 Converting dates to character variables
- •4.6.2 Going further
- •4.7 Type conversions
- •4.8 Sorting data
- •4.9 Merging datasets
- •4.9.1 Adding columns to a data frame
- •4.9.2 Adding rows to a data frame
- •4.10 Subsetting datasets
- •4.10.1 Selecting (keeping) variables
- •4.10.2 Excluding (dropping) variables
- •4.10.3 Selecting observations
- •4.10.4 The subset() function
- •4.10.5 Random samples
- •4.11 Using SQL statements to manipulate data frames
- •4.12 Summary
- •5 Advanced data management
- •5.2 Numerical and character functions
- •5.2.1 Mathematical functions
- •5.2.2 Statistical functions
- •5.2.3 Probability functions
- •5.2.4 Character functions
- •5.2.5 Other useful functions
- •5.2.6 Applying functions to matrices and data frames
- •5.3 A solution for the data-management challenge
- •5.4 Control flow
- •5.4.1 Repetition and looping
- •5.4.2 Conditional execution
- •5.5 User-written functions
- •5.6 Aggregation and reshaping
- •5.6.1 Transpose
- •5.6.2 Aggregating data
- •5.6.3 The reshape2 package
- •5.7 Summary
- •6 Basic graphs
- •6.1 Bar plots
- •6.1.1 Simple bar plots
- •6.1.2 Stacked and grouped bar plots
- •6.1.3 Mean bar plots
- •6.1.4 Tweaking bar plots
- •6.1.5 Spinograms
- •6.2 Pie charts
- •6.3 Histograms
- •6.4 Kernel density plots
- •6.5 Box plots
- •6.5.1 Using parallel box plots to compare groups
- •6.5.2 Violin plots
- •6.6 Dot plots
- •6.7 Summary
- •7 Basic statistics
- •7.1 Descriptive statistics
- •7.1.1 A menagerie of methods
- •7.1.2 Even more methods
- •7.1.3 Descriptive statistics by group
- •7.1.4 Additional methods by group
- •7.1.5 Visualizing results
- •7.2 Frequency and contingency tables
- •7.2.1 Generating frequency tables
- •7.2.2 Tests of independence
- •7.2.3 Measures of association
- •7.2.4 Visualizing results
- •7.3 Correlations
- •7.3.1 Types of correlations
- •7.3.2 Testing correlations for significance
- •7.3.3 Visualizing correlations
- •7.4 T-tests
- •7.4.3 When there are more than two groups
- •7.5 Nonparametric tests of group differences
- •7.5.1 Comparing two groups
- •7.5.2 Comparing more than two groups
- •7.6 Visualizing group differences
- •7.7 Summary
- •8 Regression
- •8.1 The many faces of regression
- •8.1.1 Scenarios for using OLS regression
- •8.1.2 What you need to know
- •8.2 OLS regression
- •8.2.1 Fitting regression models with lm()
- •8.2.2 Simple linear regression
- •8.2.3 Polynomial regression
- •8.2.4 Multiple linear regression
- •8.2.5 Multiple linear regression with interactions
- •8.3 Regression diagnostics
- •8.3.1 A typical approach
- •8.3.2 An enhanced approach
- •8.3.3 Global validation of linear model assumption
- •8.3.4 Multicollinearity
- •8.4 Unusual observations
- •8.4.1 Outliers
- •8.4.3 Influential observations
- •8.5 Corrective measures
- •8.5.1 Deleting observations
- •8.5.2 Transforming variables
- •8.5.3 Adding or deleting variables
- •8.5.4 Trying a different approach
- •8.6 Selecting the “best” regression model
- •8.6.1 Comparing models
- •8.6.2 Variable selection
- •8.7 Taking the analysis further
- •8.7.1 Cross-validation
- •8.7.2 Relative importance
- •8.8 Summary
- •9 Analysis of variance
- •9.1 A crash course on terminology
- •9.2 Fitting ANOVA models
- •9.2.1 The aov() function
- •9.2.2 The order of formula terms
- •9.3.1 Multiple comparisons
- •9.3.2 Assessing test assumptions
- •9.4 One-way ANCOVA
- •9.4.1 Assessing test assumptions
- •9.4.2 Visualizing the results
- •9.6 Repeated measures ANOVA
- •9.7 Multivariate analysis of variance (MANOVA)
- •9.7.1 Assessing test assumptions
- •9.7.2 Robust MANOVA
- •9.8 ANOVA as regression
- •9.9 Summary
- •10 Power analysis
- •10.1 A quick review of hypothesis testing
- •10.2 Implementing power analysis with the pwr package
- •10.2.1 t-tests
- •10.2.2 ANOVA
- •10.2.3 Correlations
- •10.2.4 Linear models
- •10.2.5 Tests of proportions
- •10.2.7 Choosing an appropriate effect size in novel situations
- •10.3 Creating power analysis plots
- •10.4 Other packages
- •10.5 Summary
- •11 Intermediate graphs
- •11.1 Scatter plots
- •11.1.3 3D scatter plots
- •11.1.4 Spinning 3D scatter plots
- •11.1.5 Bubble plots
- •11.2 Line charts
- •11.3 Corrgrams
- •11.4 Mosaic plots
- •11.5 Summary
- •12 Resampling statistics and bootstrapping
- •12.1 Permutation tests
- •12.2 Permutation tests with the coin package
- •12.2.2 Independence in contingency tables
- •12.2.3 Independence between numeric variables
- •12.2.5 Going further
- •12.3 Permutation tests with the lmPerm package
- •12.3.1 Simple and polynomial regression
- •12.3.2 Multiple regression
- •12.4 Additional comments on permutation tests
- •12.5 Bootstrapping
- •12.6 Bootstrapping with the boot package
- •12.6.1 Bootstrapping a single statistic
- •12.6.2 Bootstrapping several statistics
- •12.7 Summary
- •13 Generalized linear models
- •13.1 Generalized linear models and the glm() function
- •13.1.1 The glm() function
- •13.1.2 Supporting functions
- •13.1.3 Model fit and regression diagnostics
- •13.2 Logistic regression
- •13.2.1 Interpreting the model parameters
- •13.2.2 Assessing the impact of predictors on the probability of an outcome
- •13.2.3 Overdispersion
- •13.2.4 Extensions
- •13.3 Poisson regression
- •13.3.1 Interpreting the model parameters
- •13.3.2 Overdispersion
- •13.3.3 Extensions
- •13.4 Summary
- •14 Principal components and factor analysis
- •14.1 Principal components and factor analysis in R
- •14.2 Principal components
- •14.2.1 Selecting the number of components to extract
- •14.2.2 Extracting principal components
- •14.2.3 Rotating principal components
- •14.2.4 Obtaining principal components scores
- •14.3 Exploratory factor analysis
- •14.3.1 Deciding how many common factors to extract
- •14.3.2 Extracting common factors
- •14.3.3 Rotating factors
- •14.3.4 Factor scores
- •14.4 Other latent variable models
- •14.5 Summary
- •15 Time series
- •15.1 Creating a time-series object in R
- •15.2 Smoothing and seasonal decomposition
- •15.2.1 Smoothing with simple moving averages
- •15.2.2 Seasonal decomposition
- •15.3 Exponential forecasting models
- •15.3.1 Simple exponential smoothing
- •15.3.3 The ets() function and automated forecasting
- •15.4 ARIMA forecasting models
- •15.4.1 Prerequisite concepts
- •15.4.2 ARMA and ARIMA models
- •15.4.3 Automated ARIMA forecasting
- •15.5 Going further
- •15.6 Summary
- •16 Cluster analysis
- •16.1 Common steps in cluster analysis
- •16.2 Calculating distances
- •16.3 Hierarchical cluster analysis
- •16.4 Partitioning cluster analysis
- •16.4.2 Partitioning around medoids
- •16.5 Avoiding nonexistent clusters
- •16.6 Summary
- •17 Classification
- •17.1 Preparing the data
- •17.2 Logistic regression
- •17.3 Decision trees
- •17.3.1 Classical decision trees
- •17.3.2 Conditional inference trees
- •17.4 Random forests
- •17.5 Support vector machines
- •17.5.1 Tuning an SVM
- •17.6 Choosing a best predictive solution
- •17.7 Using the rattle package for data mining
- •17.8 Summary
- •18 Advanced methods for missing data
- •18.1 Steps in dealing with missing data
- •18.2 Identifying missing values
- •18.3 Exploring missing-values patterns
- •18.3.1 Tabulating missing values
- •18.3.2 Exploring missing data visually
- •18.3.3 Using correlations to explore missing values
- •18.4 Understanding the sources and impact of missing data
- •18.5 Rational approaches for dealing with incomplete data
- •18.6 Complete-case analysis (listwise deletion)
- •18.7 Multiple imputation
- •18.8 Other approaches to missing data
- •18.8.1 Pairwise deletion
- •18.8.2 Simple (nonstochastic) imputation
- •18.9 Summary
- •19 Advanced graphics with ggplot2
- •19.1 The four graphics systems in R
- •19.2 An introduction to the ggplot2 package
- •19.3 Specifying the plot type with geoms
- •19.4 Grouping
- •19.5 Faceting
- •19.6 Adding smoothed lines
- •19.7 Modifying the appearance of ggplot2 graphs
- •19.7.1 Axes
- •19.7.2 Legends
- •19.7.3 Scales
- •19.7.4 Themes
- •19.7.5 Multiple graphs per page
- •19.8 Saving graphs
- •19.9 Summary
- •20 Advanced programming
- •20.1 A review of the language
- •20.1.1 Data types
- •20.1.2 Control structures
- •20.1.3 Creating functions
- •20.2 Working with environments
- •20.3 Object-oriented programming
- •20.3.1 Generic functions
- •20.3.2 Limitations of the S3 model
- •20.4 Writing efficient code
- •20.5 Debugging
- •20.5.1 Common sources of errors
- •20.5.2 Debugging tools
- •20.5.3 Session options that support debugging
- •20.6 Going further
- •20.7 Summary
- •21 Creating a package
- •21.1 Nonparametric analysis and the npar package
- •21.1.1 Comparing groups with the npar package
- •21.2 Developing the package
- •21.2.1 Computing the statistics
- •21.2.2 Printing the results
- •21.2.3 Summarizing the results
- •21.2.4 Plotting the results
- •21.2.5 Adding sample data to the package
- •21.3 Creating the package documentation
- •21.4 Building the package
- •21.5 Going further
- •21.6 Summary
- •22 Creating dynamic reports
- •22.1 A template approach to reports
- •22.2 Creating dynamic reports with R and Markdown
- •22.3 Creating dynamic reports with R and LaTeX
- •22.4 Creating dynamic reports with R and Open Document
- •22.5 Creating dynamic reports with R and Microsoft Word
- •22.6 Summary
- •afterword Into the rabbit hole
- •appendix A Graphical user interfaces
- •appendix B Customizing the startup environment
- •appendix C Exporting data from R
- •Delimited text file
- •Excel spreadsheet
- •Statistical applications
- •appendix D Matrix algebra in R
- •appendix E Packages used in this book
- •appendix F Working with large datasets
- •F.1 Efficient programming
- •F.2 Storing data outside of RAM
- •F.3 Analytic packages for out-of-memory data
- •F.4 Comprehensive solutions for working with enormous datasets
- •appendix G Updating an R installation
- •G.1 Automated installation (Windows only)
- •G.2 Manual installation (Windows and Mac OS X)
- •G.3 Updating an R installation (Linux)
- •references
- •index
- •Symbols
- •Numerics
- •23.1 The lattice package
- •23.2 Conditioning variables
- •23.3 Panel functions
- •23.4 Grouping variables
- •23.5 Graphic parameters
- •23.6 Customizing plot strips
- •23.7 Page arrangement
- •23.8 Going further
506 CHAPTER 21 Creating a package
#' @keywords datasets #' @name life
#' @usage life
#' @format A data frame with 50 rows and 4 variables. The variables #' are as follows:
#' \describe{
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\item{region}{A factor with 4 levels (North |
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\item{hlem}{Healthy life expectancy for men |
in years} |
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\item{hlef}{Healthy life expectancy for women in years} |
#' }
#' @source The \code{hlem} and \code{hlef} data were obtained from #' the Center for Disease Control and Prevention
#' \emph{Morbidity and Mortality Weekly Report} at \url{
#' http://www.cdc.gov/mmwr/preview/mmwrhtml/mm6228a1.htm?s_cid=mm6228a1_w}. #' The \code{region} variable was added from the
#' \code{\link[datasets]{state.region}} dataset. NULL
Note that the code in listing 21.7 consists entirely of comments. In the next section, you’ll process all the comments in the .R files in this section to create the package’s documentation. R requires that rigorous and structured documentation be included with any package.
21.3 Creating the package documentation
Every R package follows the same set of enforced guidelines for documentation. Each function in a package must be documented in the same fashion using LaTeX, a document markup language and typesetting system. Each function is placed in a separate
.R file, and the documentation for that function (written in LaTeX) is placed in a .Rd file. Both the .R and .Rd files are text files.
There are two limitations to this approach. First, the documentation is stored separately from the functions it describes. If you change the function code, you have to search out the documentation and change it as well. Second, the user has to learn LaTeX. If you thought R has a steep learning curve, wait until you start working with LaTeX!
The roxygen2 package can dramatically simplify the creation of documentation. You place comments in the head of each .R file that will serve as the function’s documentation. Then, the documentation is created using a simple markup language. When the file is processed by Roxygen2, lines that start with #' are used to generate the LaTeX documentation (.Rd file) automatically.
Look at the file contents in listings 21.4–21.7. The comments at the head of each file use the tags described in table 21.2. The tags (called roclets) are fundamental to how Roxygen2 creates LaTeX documentation.
To see what the resulting documentation looks like, be sure the npar package has been loaded, and request help on each of the functions (help(oneway), help (print.oneway), help(summary.oneway), and help(plot.oneway)). The help(life)
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statement should provide information about the dataset. See help(rd_roclet) for more details about these tags.
Table 21.2 Tags for use with Roxygen2
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@method generic class |
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@return |
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@aliases |
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A few additional markup elements are useful to know as you create documentation. The tag \code{text} prints text in code font, and \link{function} generates a hypertext link to an R function in the current package or elsewhere. Finally, \item{text} generates an itemized list. This is particularly useful for describing the results returned by a function.
There is a documentation task that is optional, but useful. As described so far, when a user installs the npar package, no help is available for ?npar. How is the user to know what functions are available? One way would be to type help(package="npar"), but you can make it easier for them by adding another file to the documentation; see the following listing.
Listing 21.8 Contents of the npar.R file
#' Functions for nonparametric group comparisons. #'
#' npar provides tools for calculating and visualizing #' nonparametric differences among groups.
#'
#' @docType package #' @name npar-package #' @aliases npar NULL
... this file must end with a blank line after the NULL...
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Note that the last line of this file must be blank. When the package is built, a call to ?npar will now produce a description of the package, with a clickable link to an index of functions.
Finally, create a text file named DESCRIPTION that describes the package. Following is a sample.
Listing 21.9 Contents of the DESCRIPTION file
Package: npar Type: Package
Title: Nonparametric group comparisons Version: 1.0
Date: 2015-01-26 Author: Rob Kabacoff
Maintainer: Robert Kabacoff <robk@statmethods.net>
Description: This package assesses group differences using nonparametric statistics. Currently a one-way layout is supported. Kruskal-Wallis test followed by pairwise Wilcoxon tests are provided. p-values are adjusted for multiple comparisons using the p.adjust() function. Results are plotted via annotated boxplots.
LazyData: yes License: GPL-3
The Description: section can be span several lines but must be indented after the first line. The LazyData: yes statement indicates that the datasets in the package (life, in this case) should be available as soon as the package is loaded. If this was set to no, the user would have to use data(life) to access the dataset.
The final line indicates the license under which the package is being released. Common license types include MIT, GPL-2, and GPL-3. See www.r-project.org/Licenses for license descriptions. Of course, when creating your own package, don’t use my name (unless the package is really good!).
The roxygen2 package will be used in the next section, when you build the final npar package. To learn more about roxygen2, see Hadley Wickham’s description at http://mng.bz/K26J.
21.4 Building the package
It’s finally time to build the package. (Really, I promise.) The developer’s bible for creating packages is Writing R Extensions by the R Core Team (http://cran.r-project.org/ doc/manuals/R-exts.pdf). Friedrich Leishch also has produced a nice tutorial on creating packages (http://mng.bz/Ks84).
In this section, you’ll follow a streamlined process for building a package. Specifically, you’ll use Hadley Wickham’s roxygen2 package to simplify documentation creation. I’m building the package on a Windows machine, but the steps will work on Mac and Linux platforms as well:
1Install the necessary tools. Download and install the roxygen2 packages using install.packages("roxygen2", depend=TRUE). If you’re using a Windows platform, you’ll also need to install Rtools.exe (http://cran.r-project.org/bin/
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windows/Rtools) and MiKTeX (http://miktex.org). If you’re using a Mac, install MacTeX (www.tug.org/mactex). Rtools, MiKTeX, and MacTeX are applications rather than packages. Therefore, you’ll need to install them outside of R.
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3Generate the documentation. Load the roxygen2 package, and use the roxygenize() function to process the documentation headers in each code file:
>library(roxygen2)
>roxygenize("npar")
Updating namespace directives
Writing oneway.Rd
Writing plot.oneway.Rd
Writing print.oneway.Rd
Writing summary.oneway.Rd
Writing life.Rd
Writing npar-package.Rd
The roxygenize() function creates a new subdirectory, called man, that contains the .Rd documentation file for each function. The markup from the comments at the top of each code file is used to build these documentation files. roxygenize() also adds information to the DESCRIPTION file and creates a NAMESPACE file. The NAMESPACE file that is created for npar is as follows.
Listing 21.10 Contents of the NAMESPACE file
S3method(plot,oneway)
S3method(print,oneway)
S3method(summary,oneway)
export(oneway)
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man |
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DESCRIPTION |
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NAMESPACE |
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oneway.Rd |
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npar - package.Rd |
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life.Rd |
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Figure 21.5 Directory structure for the npar package after running the roxygenize() function
The NAMESPACE file controls the visibility of your functions (are all functions available to the package user directly, or are some used internally by other functions?). In the current case, all functions are available to the user. To learn more about namespaces, see http://adv-r.had.co.nz/Namespaces.html.
The new directory structure is given in figure 21.5.
4 Build the package. Build the package using the following system commands:
> system("R CMD build npar")
... informational messages omitted ...
This creates the file npar_1.0.tar.gz in the current working directory. The version number in the name is taken from the DESCRIPTION file. The package is now in a format that can be distributed to others.
To create a binary .zip file for use on Windows platforms, execute this code:
> system("Rcmd INSTALL --build npar")
... informational messages omitted ...
packaged installation of 'npar' as npar_1.0.zip * DONE (npar)
This creates the npar_1.0.zip file in the current working directory. Note that you can only create a Windows binary file this way if you’re working on a Windows platform. If you want to build a binary file for Windows but you don’t have access to a Windows machine running R, you can use the online service provided at http://win-builder.r-project.org/.
5Check the package (optional). To run extensive consistency checks on the package, execute this statement:
system("R CMD check npar")
Building the package |
511 |
This creates a folder call npar.Rcheck in the current working directory. The folder contains the file 00.check.log, which describes the results of the checks. There must be no errors or warnings if you want to contribute the package to CRAN.
The directory also contains a file called npar-EX.R containing the code from any examples listed in the documentation. The text output produced by executing the example code is contained in the file npar-EX.out. If the examples created graphs (true in this case), they’re placed in npar-Ex.pdf.
6 Create a PDF manual (optional). Executing the statement
system("R CMD Rd2pdf npar")
generates a PDF reference manual like those you see on CRAN. If you ran step 5, you already have this document in the npar.Rcheck folder.
7 Install the package locally (optional). Executing
system("R CMD INSTALL npar")
installs the package on your machine and makes it available for use. Another way to install the package locally is to use
install.packages(paste(getwd(),"/npar_1.0.tar.gz",sep=""), repos=NULL, type="source")
You can see that the package has been installed by typing library(). After you type library(npar), the package will be available for use.
During the development cycle, you may want to delete a package from your local machine so that you can install a new version. In this case, use
detach(package:npar, unload=TRUE) remove.packages("npar")
to get a fresh start.
8Upload the package to CRAN (optional). If you would like to share your package with others by adding it to the CRAN repository, follow these three steps:
■Read the CRAN Repository Policy (http://cran.r-project.org/web/packages/ policies.html).
■Make sure the package passes all checks in step 5 without errors or warnings. Otherwise the package will be rejected.
■Submit the package. To do so via web form, use the submission form at http://cran.r-project.org/submit.html. You’ll be sent an automated confirmation email that needs to be accepted.
To do so via FTP, upload the packageName_version.tar.gz file via anonymous FTP to ftp://cran.r-Project.org/incoming. Then send a plain-text email to CRAN@R-project.org from the maintainer email address listed in the package. Use the subject line “CRAN submission PACKAGE VERSION” without the quotes, where PACKAGE and VERSION are the package name and the version,