--- title: "01 Get started" output: rmarkdown::html_vignette vignette: > %\VignetteIndexEntry{01 Get started} %\VignetteEncoding{UTF-8} %\VignetteEngine{knitr::rmarkdown} editor_options: markdown: wrap: 72 --- ```{r, include = FALSE} knitr::opts_chunk$set( collapse = TRUE, comment = "#>" ) ``` # 1) Installation and Technical Requirements ## Introduction In terms of natural language processing (NLP), state-of-the-art approaches rely on neural nets with multiple layers and consist of a huge number of parameters making them computationally demanding. With specialized libraries such as *PyTorch*, graphical processing units (gpu) can help to speed up computations significantly. However, many of these specialized libraries for machine learning are written in python. The R package *Artificial Intelligence for Education (aifeducation)* aims to provide educators, educational researchers, and social researchers with a convincing interface to these state-of-the-art models for natural language processing and tries to address the special needs and challenges of the educational and social sciences. The package currently supports the application of Artificial Intelligence (AI) for tasks such as text embedding and classification. Since state-of-the-art approaches in natural language processing rely on large models compared to classical statistical methods (e.g., latent class analysis, structural equation modeling) and are based largely on python, some additional installation steps are necessary. If you would like to train and to develop your own models and AIs, a compatible graphic device is necessary. Even a low performing graphic device can speed up computations significantly. If you prefer to use pre-trained models however, this is **not** necessary. In this case, a 'normal' office computer without a graphic device should be sufficient in most cases. To get ready for using the package, two steps are necessary. ## Step 1 - Install the R package First you need to install the package. This can be done by: ```{r, include = TRUE, eval=FALSE} install.packages("aifeducation") ``` With this command, `aifeducation` is installed on your machine. ## Step 2 - Install Python and optional R packages Since natural language processing with neural nets is based on models which are computationally intensive, *PyTorch* is used within this package together with some other specialized python libraries. > Before you start installing python or updating python packages, please > ensure that you have the newest version of the *R* package 'reticulate' installed. The most straightforward method for getting started is to call the function `install_aifeducation` as follows: ```{r, include = TRUE, eval=FALSE} aifeducation::install_aifeducation( install_aifeducation_studio = TRUE, python_version = "3.12", cuda_version = "12.4", use_conda = FALSE ) ``` This function will install python, and all relevant python libraries into a virtual environment called "aifeducation". In addition, we recommend to set `install_aifeducation_studio=TRUE` since this will install the optional *R* packages necessary to use *AI for Education - Studio*. *AI for Education - Studio* is a graphical user interface for using this package. We recommend to use it for everyone who is unfamiliar with *R* or machine learning. If you do not want use studio, you can set the argument to `FALSE`. In this case you have to use the package with *R* syntax. If you have a suitable machine and would like to use a graphic card for computations you need to install some further software. You can find further information here: You can check if python is working by using the function `reticulate::py_available()`. This should return `TRUE`. ```{r, include = TRUE, eval=FALSE} reticulate::py_available(initialize = TRUE) ``` You can check if all necessary python packages are successfully installed by calling the function `check_aif_py_modules` ```{r, include = TRUE, eval=FALSE} aifeducation::check_aif_py_modules() ``` Now everything is ready to use the package. # 2) Starting a new session The most convenient way to work with the package is to use *AI for Education - Studio* which you can start by calling `aifeducation::start_aifeducation_studio()`. ```{r, include = TRUE, eval=FALSE} aifeducation::start_aifeducation_studio() ``` In case you do not want to use the graphical user interface, you have to prepare your *R* sessions. The easiest way is to call the following function directly after starting a *R* session. ```{r, include = TRUE, eval=FALSE} library(aifeducation) aifeducation::prepare_session() ``` > **Note:** Please remember: Every time you start a new session in *R,* > you have to call the funcion `aifeducation::prepare_session`. This is not > necessary if you use *AI for Education - Studio*. # 3) Tutorials and Guides A guide on how to use the graphical user interface can be found in vignette [02 Using the graphical user interface Aifeducation - Studio](https://fberding.github.io/aifeducation/articles/gui_aife_studio.html). A short introduction into the package with *R* syntax can be found in vignette [03 Using R syntax](https://fberding.github.io/aifeducation/articles/classification_tasks.html). Documenting and sharing your work is described in vignette [04 Sharing and using trained AI/models](https://fberding.github.io/aifeducation/articles/sharing_and_publishing.html). # 4) Update *aifeducation* In case you already use *aifeducation* and you want to update to a newer version of this package, it is recommended to update the used python libraries as well. The easiest way is to call the following function: ```{r, include = TRUE, eval=FALSE} aifeducation::update_aifeducation( update_aifeducation_studio = TRUE, env_type = "auto", cuda_version = "12.4", envname = "aifeducation" ) ``` > Starting with version 1.1.2 the python package 'calflops' is necessary. If you > used aifeducation with version 1.1.1 or lower please > install this package manually with `reticulate::py_install("calflops")` or call > `aifeducation::update_aifeducation`. # 5) Recommended Version of Python Packages Using the function above will install the newest and recommended version of the core python packages in order to use this package. In the case you would like to install the packages manually we recommend the following versions. ```{r, include = TRUE, eval=TRUE} t(aifeducation::get_recommended_py_versions()) ``` We have tested the package with these versions ensuring that *aifeducation* works correctly.