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  4. Version Control with GitHub

Series

Version Control with GitHub

This series teaches why version control is important and how to use a common version control tool, GitHub. GitHub also allows for collaboration within the environment.

Series Objectives

After completing the series, you will be able to:

  • Git 01: Intro to Git Version Control

    • Explain what version control is and how it can be used.
    • Explain why version control is important.
    • Discuss the basics of how the Git version control system works.
    • Discuss how GitHub can be used as a collaboration tool.
  • Git 02: GitHub.com - Repos & Forks

    • Create a GitHub account.
    • Know how to navigate to and between GitHub repositories.
    • Create your own fork, or copy, a GitHub repository.
    • Explain the relationship between your forked repository and the master repository it was created from.
  • Git 03: Git Clone - Work Locally On Your Computer

    • Be able to use the git clone command to create a local version of a GitHub repository on your computer.
  • Git 04: Markdown Files

    • Create a Markdown (.md) file using a text editor.
    • Use basic markdown syntax to format a document including: headers, bold and italics.
  • Git 05: Git Add Changes - Commit

    • Add new files or changes to existing files to your repo.
    • Document changes using the commit command with a message describing what has changed.
    • Describe the difference between git add and git commit.
    • Sync changes to your local repository with the repostored on GitHub.com.
    • Use and interpret the output from the following commands:
      • git status
      • git add
      • git commit
      • git push
  • Git 06: Pull Request to Add Changes to a Central Repo

    • Explain the concept of base fork and head fork.
    • Know how to transfer changes between a fork & a central repo in GitHub.
    • Create a Pull Request on the GitHub.com website.
  • Git 07: Updating Your Repo by Setting Up a Remote

    • Explain why it is important to update a local repo before beginning edits.
    • Update your local repository from a remote (upstream) central repo.

Things You’ll Need To Complete This Series

  • You will need Git and bash installed on your computer.
  • You will also need an active internet connection to access GitHub.

Git 01: Intro to Git Version Control

Authors: Megan A. Jones

Last Updated: Apr 8, 2021

In this page, you will be introduced to the importance of version control in scientific workflows.

## Learning Objectives At the end of this activity, you will be able to:
  • Explain what version control is and how it can be used.
  • Explain why version control is important.
  • Discuss the basics of how the Git version control system works.
  • Discuss how GitHub can be used as a collaboration tool.

The text and graphics in the first three sections were borrowed, with some modifications, from Software Carpentry's Version Control with Git lessons.

What is Version Control?

A version control system maintains a record of changes to code and other content. It also allows us to revert changes to a previous point in time.

Cartoon showing a graduate student and his advisor going through several iterations, and respective changes to the name, of a document.
Many of us have used the "append a date" to a file name version of version control at some point in our lives. Source: "Piled Higher and Deeper" by Jorge Cham www.phdcomics.com

Types of Version control

There are many forms of version control. Some not as good:

  • Save a document with a new date (we’ve all done it, but it isn’t efficient)
  • Google Docs "history" function (not bad for some documents, but limited in scope).

Some better:

  • Mercurial
  • Subversion
  • Git - which we’ll be learning much more about in this series.
**Thought Question:** Do you currently implement any form of version control in your work?

More Resources:

Visit the version control Wikipedia list of version control platforms.

  • Read the Git documentation explaining the progression of version control systems.

Why Version Control is Important

Version control facilitates two important aspects of many scientific workflows:

  1. The ability to save and review or revert to previous versions.
  2. The ability to collaborate on a single project.

This means that you don’t have to worry about a collaborator (or your future self) overwriting something important. It also allows two people working on the same document to efficiently combine ideas and changes.

**Thought Questions:** Think of a specific time when you weren’t using version control that it would have been useful.
  • Why would version control have been helpful to your project & work flow?
  • What were the consequences of not having a version control system in place?

How Version Control Systems Works

Simple Version Control Model

A version control system keeps track of what has changed in one or more files over time. The way this tracking occurs, is slightly different between various version control tools including git, mercurial and svn. However the principle is the same.

Version control systems begin with a base version of a document. They then save the committed changes that you make. You can think of version control as a tape: if you rewind the tape and start at the base document, then you can play back each change and end up with your latest version.

Graphic showing how a version control system saves changes to a document, sequentially, as you add and commit them to the system.
A version control system saves changes to a document, sequentially, as you add and commit them to the system. Source: Software Carpentry

Once you think of changes as separate from the document itself, you can then think about “playing back” different sets of changes onto the base document. You can then retrieve, or revert to, different versions of the document.

The benefit of version control when you are in a collaborative environment is that two users can make independent changes to the same document.

Graphic showing how different versions of the same document can be saved within a version control system.
Different versions of the same document can be saved within a version control system. Source: Software Carpentry

If there aren’t conflicts between the users changes (a conflict is an area where both users modified the same part of the same document in different ways) you can review two sets of changes on the same base document.

Graphic showing how two sets of changes to the same bsae document can be reviewed together within a version control system if there are no conflicts.
Two sets of changes to the same base document can be reviewed together, within a version control system if there are no conflicts (areas where both users modified the same part of the same document in different ways). Changes submitted by both users can then be merged together. Source: Software Carpentry

A version control system is a tool that keeps track of these changes for us. Each version of a file can be viewed and reverted to at any time. That way if you add something that you end up not liking or delete something that you need, you can simply go back to a previous version.

Git & GitHub - A Distributed Version Control Model

GitHub uses a distributed version control model. This means that there can be many copies (or forks in GitHub world) of the repository.

Graphic showing one of the advantages of using a distributed version control system. In a version control system, there are many copies of the repository, thus if any server or computer dies, any of the client repositories can be copied and used to restore the data.
One advantage of a distributed version control system is that there are many copies of the repository. Thus, if any server or computer dies, any of the client repositories can be copied and used to restore the data! Every clone (or fork) is a full backup of all the data. Source: Pro Git by Scott Chacon & Ben Straub

Have a look at the graphic below. Notice that in the example, there is a "central" version of our repository. Joe, Sue and Eve are all working together to update the central repository. Because they are using a distributed system, each user (Joe, Sue and Eve) has their own copy of the repository and can contribute to the central copy of the repository at any time.

Graphic showing an example of the use of a distributed version control system. In this example, Joe, Sue, and Eve are all working together to update a central repository. Each user has their own copy of the repository, and can contribute to the central repository at a any time.
Distributed version control models allow many users to contribute to the same central document. Source: Better Explained

Create A Working Copy of a Git Repo - Fork

There are many different Git and GitHub workflows. In the NEON Data Institute, we will use a distributed workflow with a Central Repository. This allows us all (all of the Institute participants) to work independently. We can then contribute our changes to update the Central (NEON) Repository. Our collaborative workflow goes like this:

  1. NEON "owns" the Central Repository.
  2. You will create a copy of this repository (known as a fork) in your own GitHub account.
  3. You will then clone (copy) the repository to your local computer. You will do your work locally on your laptop.
  4. When you are ready to submit your changes to the NEON repository, you will:
    • Sync your local copy of the repository with NEON's central repository so you have the most up to date version, and then,
    • Push the changes you made to your local copy (or fork) of the repository to NEON's main repository.

Each participant in the institute will be contributing to the NEON central repository using the same workflow! Pretty cool stuff.

Graphic showing the workflow of working with the NEON central repository. Workflow includes: Forking or creating a copy of the central repository into your personal github account. Cloning your fork to your local computer, where you can make edits. Pushing or transferring those edits back to your local fork, and submitting a pull request to update the central repository.
The NEON central repository is the final working version of our project. You can fork or create a copy of this repository into your github.com account. You can then copy or clone your fork, to your local computer where you can make edits. When you are done working, you can push or transfer those edits back to your local fork. When you are read to update the NEON central repository, you submit a pull request. We will walk through the steps of this workflow over the next few lessons. Source: National Ecological Observatory Network (NEON)

Let's get some terms straight before we go any further.

  • Central repository - the central repository is what all participants will add to. It is the "final working version" of the project.
  • Your forked repository - is a "personal” working copy of the central repository stored in your GitHub account. This is called a fork. When you are happy with your work, you update your repo from the central repo, then you can update your changes to the central NEON repository.
  • Your local repository - this is a local version of your fork on your own computer. You will most often do all of your work locally on your computer.
**Data Tip:** Other Workflows -- There are many other git workflows. Read more about other workflows. This resource mentions Bitbucket, another web-based hosting service like GitHub.

Additional Resources:

Further documentation for and how-to-use direction for Git, is provided by the Git Pro version 2 book by Scott Chacon and Ben Straub , available in print or online. If you enjoy learning from videos, the site hosts several.

Git 02: GitHub.com - Repos & Forks

Authors: Megan A. Jones

Last Updated: Apr 8, 2021

In this tutorial, we will fork, or create a copy in your github.com account, an existing GitHub repository. We will also explore the github.com interface.

## Learning Objectives At the end of this activity, you will be able to:
  • Create a GitHub account.
  • Know how to navigate to and between GitHub repositories.
  • Create your own fork, or copy, a GitHub repository.
  • Explain the relationship between your forked repository and the master repository it was created from.

Additional Resources

  • Diagram of Git Commands -- this diagram includes more commands than we will learn in this series but includes all that we use for our standard workflow.
  • GitHub Help Learning Git resources

Create An Account

If you do not already have a GitHub account, go to GitHub and sign up for your free account. Pick a username that you like! This username is what your colleagues will see as you work with them in GitHub and Git.

Take a minute to setup your account. If you want to make your account more recognizable, be sure to add a profile picture to your account!

If you already have a GitHub account, simply sign in.

**Data Tip:** Are you a student? Sign up for the Student Developer Pack and get the Git Personal account free (with unlimited private repos and other discounts/options; normally $7/month).

Navigate GitHub

Repositories, AKA Repos

Let's first discuss the repository or "repo". (The cool kids say repo, so we will jump on the git cool kid bandwagon) and use "repo" from here on in. According to the GitHub glossary:

A repository is the most basic element of GitHub. They're easiest to imagine as a project's folder. A repository contains all of the project files (including documentation), and stores each file's revision history. Repositories can have multiple collaborators and can be either public or private.

In the Data Institute, we will share our work in the DI-NEON-participants repo.

Find an Existing Repo

The first thing that you'll need to do is find the DI-NEON-participants repo. You can find repos in two ways:

  1. Type “DI-NEON-participants” in the github.com search bar to find the repository.
  2. Use the repository URL if you have it - like so: https://github.com/NEONScience/DI-NEON-participants.

Navigation of a Repo Page

Once you have found the Data Institute participants repo, take 5 minutes to explore it.

Git Repo Names

First, get to know the repository naming convention. Repository names all take the format:

OrganizationName/RepositoryName

So the full name of our repository is:

NEONScience/DI-NEON-participants

Header Tabs

At the top of the page you'll notice a series of tabs. Please focus on the following 3 for now:

  • Code: Click here to view structure & contents of the repo.
  • Issues: Submit discussion topics, or problems that you are having with the content in the repo, here.
  • Pull Requests: Submit changes to the repo for review / acceptance. We will explore pull requests more in the Git 06 tutorial.
Screenshot of the NEON Data Institute central repository on github.com highlighting the search bar, and six tabs below the repository name including: Code, Issues, Pull Request, Pulse, Graphics, and Settings.
Screenshot of the NEON Data Institute central repository (note, there has been a slight change in the repo name). The github.com search bar is at the top of the page. Notice there are 6 "tabs" below the repo name including: Code, Issues, Pull Request, Pulse, Graphics and Settings. NOTE: Because you are not an administrator for this repo, you will not see the "Settings" tab in your browser. Source: National Ecological Observatory Network (NEON)

Other Text Links

A bit further down the page, you'll notice a few other links:

  • commits: a commit is a saved and documented change to the content or structure of the repo. The commit history contains all changes that have been made to that repo. We will discuss commits more in Git 05: Git Add Changes -- Commits .

Fork a Repository

Next, let's discuss the concept of a fork on the github.com site. A fork is a copy of the repo that you create in your account. You can fork any repo at any time by clicking the fork button in the upper right hand corner on github.com.

Graphic showing the fork button as it appears on the upper right hand corner of the github website.
Click on the "Fork" button to fork any repo. Source: GitHub Guides.
Graphic showing a fork of the central repository, which creates an exact copy of the repository in our own github account.
When we fork a repo in github.com, we are telling Git to create an exact copy of the repo that we're forking in our own github.com account. Once the repo is in our own account, we can edit it as we now own that fork. Note that a fork is just a copy of the repo on github.com. Source: National Ecological Observatory Network (NEON)
## Activity: Fork the NEON Data Institute Participants Repo

Create your own fork of the DI-NEON-participants now.

**Data Tip:** You can change the name of a forked repo and it will still be connected to the central repo from which it was forked. For now, leave it the same.

Check Out Your Data Institute Fork

Now, check out your new fork. Its name should be:

YOUR-USER-NAME/DI-NEON-participants.

It can get confusing sometimes moving between a central repo:

  • https://github.com/NEONScience/DI-NEON-participants

and your forked repo:

  • https://github.com/YOUR-USER-NAME/DI-NEON-participants

A good way to figure out which repo you are viewing is to look at the name of the repo. Does it contain your username? Or your colleagues'? Or NEON's?

Your Fork vs the Central Repo

Your fork is an exact copy, or completely in sync with, the NEON central repo. You could confirm this by comparing your fork to the NEON central repository using the pull request option. We will learn about pull requests in Git06: Sync GitHub Repos with Pull Requests. For now, take our word for it.

The fork will remain in sync with the NEON central repo until:

  1. You begin to make changes to your forked copy of the repo.
  2. The central repository is changed or updated by a collaborator.

If you make changes to your forked repo, the changes will not be added to the NEON central repo until you sync your fork with the NEON central repo.

Summary Workflow -- Fork a GitHub Repository

On the github.com website:

  • Navigate to desired repo that you want to fork.
  • Click Fork button.

Have questions? No problem. Leave your question in the comment box below. It's likely some of your colleagues have the same question, too! And also likely someone else knows the answer.

Git 03: Git Clone - Work Locally On Your Computer

Authors: Megan A. Jones

Last Updated: Apr 8, 2021

This tutorial covers how to clone a github.com repo to your computer so that you can work locally on files within the repo.

## Learning Objectives At the end of this activity, you will be able to:
  • Be able to use the git clone command to create a local version of a GitHub repository on your computer.

Additional Resources

  • Diagram of Git Commands -- this diagram includes more commands than we will cover in this series but includes all that we use for our standard workflow.
  • GitHub Help Learning Git resources.

Clone - Copy Repo To Your Computer

In the previous tutorial, we used the github.com interface to fork the central NEON repo. By forking the NEON repo, we created a copy of it in our github.com account.

Graphic showing a fork of the central repository, which creates an exact copy of the repository in our own github account.
When you fork a repository on the github.com website, you are creating a duplicate copy of it in your github.com account. This is useful as a backup of the material. It also allows you to edit the material without modifying the original repository. Source: National Ecological Observatory Network (NEON)

Now we will learn how to create a local version of our forked repo on our laptop, so that we can efficiently add to and edit repo content.

Graphic showing the workflow of creating a clone from the forked copy of the central repository, which creates an exact copy of the forked repository to your own computer. This process allows you to make edits to the documents on your own computer, and also serves as another backup of the materials.
When you clone a repository to your local computer, you are creating a copy of that same repo locally on your computer. This allows you to edit files on your computer. And, of course, it is also yet another backup of the material! Source: National Ecological Observatory Network (NEON)

Copy Repo URL

Start from the github.com interface:

  1. Navigate to the repo that you want to clone (copy) to your computer -- this should be YOUR-USER-NAME/DI-NEON-participants.
  2. Click on the Clone or Download dropdown button and copy the URL of the repo.
Screenshot of the NEON Data Institute forked repository on your personal github.com account. The image highlights the clone or download button, which allows you to copy the URL that you will need to clone the repository or download the files in the repository as a .zip file.
The clone or download drop down allows you to copy the URL that you will need to clone a repository. Download allows you to download a .zip file containing all of the files in the repo. Source: National Ecological Observatory Network (NEON).

Then on your local computer:

  1. Your computer should already be setup with Git and a bash shell interface. If not, please refer to the Institute setup materials before continuing.
  2. Open bash on your computer and navigate to the local GitHub directory that you created using the Set-up Materials.

To do this, at the command prompt, type:

$ cd ~/Documents/GitHub

Note: If you have stored your GitHub directory in a location that is different

  • i.e. it is not /Documents/GitHub, be sure to adjust the above code to represent the actual path to the GitHub directory on your computer.

Now use git clone to clone, or create a copy of, the entire repo in the GitHub directory on your computer.

# clone the forked repo to our computer
$ git clone https://github.com/neon/DI-NEON-participants.git
**Data Tip:** Are you a Windows user and are having a hard time copying the URL into shell? You can copy and paste in the shell environment **after** you have the feature turned on. Right click on your bash shell window (at the top) and select "properties". Make sure "quick edit" is checked. You should now be able to copy and paste within the bash environment.

The output shows you what is being cloned to your computer.

Cloning into 'DI-NEON-participants.git'...
remote: Counting objects: 3808, done.
remote: Total 3808 (delta 0), reused 0 (delta 0), pack-reused 3808
Receiving objects: 100% (3808/3808), 2.92 MiB | 2.17 MiB/s, done.
Resolving deltas: 100% (2185/2185), done.
Checking connectivity... done.
$

Note: The output numbers that you see on your computer, representing the total file size, etc, may differ from the example provided above.

View the New Repo

Next, let's make sure the repository is created on your computer in the location where you think it is.

At the command line, type ls to list the contents of the current directory.

# view directory contents
$ ls

Next, navigate to your copy of the data institute repo using cd or change directory:

# navigate to the NEON participants repository
$ cd DI-NEON-participants

# view repository contents
$ ls

404.md			_includes		code
ISSUE_TEMPLATE.md	_layouts		images
README.md		_posts			index.md
_config.yml		_site			institute-materials
_data			assets			org

Alternatively, we can view the local repo DI-NEON-participants in a finder (Mac) or Windows Explorer (Windows) window. Simply open your Documents in a window and navigate to the new local repo.

Using either method, we can see that the file structure of our cloned repo exactly mirrors the file structure of our forked GitHub repo.

**Thought Question:** Is the cloned version of this repo that you just created on your laptop, a direct copy of the NEON central repo -OR- of your forked version of the NEON central repo?

Summary Workflow -- Create a Local Repo

In the github.com interface:

  • Copy URL of the repo you want to work on locally

In shell:

  • git clone URLhere

Note: that you can copy the URL of your repository directly from GitHub.


Got questions? No problem. Leave your question in the comment box below. It's likely some of your colleagues have the same question, too! And also likely someone else knows the answer.

Git 04: Markdown Files

Authors: Megan A. Jones

Last Updated: Jun 9, 2024

This tutorial covers how create and format Markdown files.

Learning Objectives

At the end of this activity, you will be able to:

  • Create a Markdown (.md) file using a text editor.
  • Use basic markdown syntax to format a document including: headers, bold and italics.

What is the .md Format?

Markdown is a human readable syntax for formatting text documents. Markdown can be used to produce nicely formatted documents including pdfs, web pages and more. In fact, this web page that you are reading right now is generated from a markdown document!

In this tutorial, we will create a markdown file that documents both who you are and also the project that you might want to work on at the NEON Data Institute.

Markdown Formatting

Markdown is simple plain text, that is styled using symbols, including:

  • #: a header element
  • **: bold text
  • *: italic text
  • `: code blocks

Let's review some basic markdown syntax.

Plain Text

Plain text will appear as text in a Markdown document. You can format that text in different ways.

For example, if we want to highlight a function or some code within a plain text paragraph, we can use one backtick on each side of the text ( ), like this: Here is some code. This is the backtick, or grave; not an apostrophe (on most US keyboards it is on the same key as the tilde).

To add emphasis to other text you can use bold or italics.

Have a look at the markdown below:

  The use of the highlight ( `text` ) will be reserved for denoting code.
To add emphasis to other text use **bold** or *italics*.

Notice that this sentence uses a code highlight "``", bold and italics. As a rendered markdown chunk, it looks like this:

The use of the highlight ( text ) will be reserve for denoting code when used in text. To add emphasis to other text use bold or italics.

Horizontal Lines (rules)

Create a rule:

  ***

Below is the rule rendered:


Section Headings

You can create a heading using the pound (#) sign. For the headers to render properly there must be a space between the # and the header text. Heading one is 1 pound sign, heading two is 2 pound signs, etc as follows:

Heading two

## Heading two

Heading three

### Heading three

Heading four

#### Heading four

For a more thorough list of markdown syntax, please read this GitHub Guide on Markdown.

Data Tip: There are many free Markdown editors out there! The atom.io editor is a powerful text editor package by GitHub, that also has a Markdown renderer allowing you to see what your Markdown looks like as you are working.

Activity: Create A Markdown Document

Now that you are familiar with the Markdown syntax, use it to create a brief biography that:

  1. Introduces yourself to the other participants.
  2. Documents the project that you have in mind for the Data Institute.

Add Your Bio

First, create a .md file using the text editor of your preference. Name the file with the naming convention: LastName-FirstName.md

Save the file to the participants/2017-RemoteSensing/pre-institute2-git directory in your local DI-NEON-participants repo (the copy on your computer).

Add a brief bio using headers, bold and italic formatting as makes sense. In the bio, please provide basic information including:

  • Your Name
  • Domain of interest
  • One goal for the course

Add a Capstone Project Description

Next, add a revised Capstone Project idea to the Markdown document using the heading ## Capstone Project. Be sure to specify in the document the types of data that you think you may require to complete your project.

NOTE: The Data Institute repository is a public repository visible to anyone with internet access. If you prefer to not share your bio information publicly, please submit your Markdown document using a pseudonym for your name. You may also want to use a pseudonym for your GitHub account. HINT: cartoon character names work well. Please email us with the pseudonym so that we can connect the submitted document to you.


Got questions? No problem. Leave your question in the comment box below. It's likely some of your colleagues have the same question, too! And also likely someone else knows the answer.

Git 05: Git Add Changes - Commit

Authors: Megan A. Jones

Last Updated: Apr 8, 2021

This tutorial reviews how to add and commit changes to a Git repo.

## Learning Objectives At the end of this activity, you will be able to:
  • Add new files or changes to existing files to your repo.
  • Document changes using the commit command with a message describing what has changed.
  • Describe the difference between git add and git commit.
  • Sync changes to your local repository with the repostored on GitHub.com.
  • Use and interpret the output from the following commands:
    • git status
    • git add
    • git commit
    • git push

Additional Resources

  • Diagram of Git Commands -- this diagram includes more commands than we will learn in this series but includes all that we use for our standard workflow.
  • GitHub Help Learning Git resources
  • Information on branches in Git -- we do not focus on the use of branches in Git or GitHub, however, if you want more information on this structure, this Git documentation may be of use.

In the previous lesson, we created a markdown (.md) file in our forked version of the DI-NEON-participants central repo. In order for Git to recognize this new file and track it, we need to:

  1. Add the file to the repository using git add.
  2. Commit the file to the repository as a set of changes to the repo (in this case, a new document with some text content) using git commit.
  3. Push or sync the changes we've made locally with our forked repo hosted on github.com using git push.
Graphic showing distributed version control workflow. After the repository has been cloned to your local computeryou can work on any file in the repository. You can use git pull to pull changes in your fork on github.com to your computer to ensure both repositories are in sync. Edits to the file on your computer will not be recognized by Git until you add and commit them as tracked changes in your repository.
After a Git repo has been cloned locally, you can now work on any file in the repo. You use git pull to pull changes in your fork on github.com down to your computer to ensure both repos are in sync. Edits to a file on your computer are not recognized by Git until you "add" and "commit" them as tracked changes in your repo. Source: National Ecological Observatory Network (NEON)

Check Repository Status -- git status

Let's first run through some basic commands to get going with Git at the command line. First, it's always a good idea to check the status of your repository. This allows us to see any changes that have occurred.

Do the following:

  1. Open bash if it's not already open.
  2. Navigate to the DI-NEON-participants repository in bash.
  3. Type: git status.

The commands that you type into bash should look like the code below:

# Change directory
# The directory containing the git repo that you wish to work in.
$ cd ~/Documents/GitHub/neon-data-repository-2016

# check the status of the repo
$ git status

Output:

On branch master
Your branch is up-to-date with 'origin/master'.
Changes not staged for commit:
 (use "git add <file>..." to update what will be committed)
 (use "git checkout -- <file>..." to discard changes in working directory)

Untracked files:
 (use "git add <file>..." to include in what will be committed)

_posts/ExampleFile.md

Let's make sense of the output of the git status command.

  • On branch master: This tells us that we are on the master branch of the repo. Don't worry too much about branches just yet. We will work on the master branch throughout the Data Institute.
  • Changes not staged for commit: This lists any file(s) that is/are currently being tracked by Git but have new changes that need to be added for Git to track.
  • Untracked file: These are all new files that have never been added to or tracked by Git.

Use git status anytime to view any untracked changes that have occurred, what is being tracked and what is not currently being tracked.

Add a File - git add

Next, let's add the Markdown file containing our bio and short project summary using the command git add FileName.md. Replace FileName.md with the name of your markdown file.

# add a file, so that changes are tracked
$ git add ExampleBioFile.md

# check status again
$ git status

On branch master
Your branch is up-to-date with 'origin/master'.
Changes to be committed:
 (use "git reset HEAD <file>..." to unstage)

	new file:  _posts/ExampleBioFile.md

Understand the output:

  • Changes to be committed: This lists the new files or files with changes that have been added to the Git tracking system but need to be committed as actual changes in the git repository history.
**Data Tip:** If you want to delete a file from your repo, you can do so using `git rm file-name-here.fileExtension`. If you delete a file in the finder (Mac) or Windows Explorer, you will still have to use `git add` at the command line to tell git that a file has been removed from the repo, and to track that "change".

Commit Changes - git commit

When we add a file in the command line, we are telling Git to recognize that a change has occurred. The file moves to a "staging" area where Git recognizes a change has happened but the change has not yet been formally documented. When we want to permanently document those changes, we commit the change. A single commit will work for all files that are currently added to and in the Git staging area (anything in green when we check the status).

Commit Messages

When we commit a change to the Git version control system, we need to add a commit message. This message describes the changes made in the commit. This commit message is helpful to us when we review commit history to see what has changed over time and when those changes occurred. Be sure that your message covers the change.

**Data Tip:** It is good practice to keep commit messages to fewer than 50 characters.
# commit changes with message
$ git commit -m “new example file for demonstration”

[master e3cd622] new example file for demonstration
 1 file changed, 56 insertions(+), 4 deletions(-)
 create mode 100644 _posts/ExampleFile.md

Understand the output: Each commit will look slightly different but the important parts include:

  • master xxxxxxx this is the unique identifier for this set of changes or this commit. You will always be able to track this specific commit (this specific set of changes) using this identifier.
  • _ file change, _ insertions(+), _ deletion (-) this tells us how many files have changed and the number of type of changes made to the files including: insertions, and deletions.
**Data Tip:** It is a good idea to use `git status` frequently as you are working with Git in the shell. This allows you to keep track of change that you've made and what Git is actually tracking.

Why Add, then Commit?

Graphic showing the workflow of using the git add and git commit command. You can think of Git as taking snapshots of changes over the
life of a project. Git add specifies what will go in a snapshot, and git commit then actually takes the snapshot and makes a permanent record of it.
You can think of Git as taking snapshots of changes over the life of a project. git add specifies what will go in a snapshot (putting things in the staging area), and git commit then actually takes the snapshot and makes a permanent record of it (as a commit). Image and caption source: Software Carpentry

To understand what is going on with git add and git commit it is important to understand that Git has a staging area that we add items to with git add. Changes are not actually documented and permanently tracked until we commit them. This allows us to commit specific groups of files at the same time if we wish. For instance, we may decide to add and commit all R scripts together. And Markdown files in another, separate commit.

Transfer Changes (Commits) from a Local Repo to a GitHub Repo - git push

When we are done editing our files and have committed the changes locally, we are ready to transfer or sync these changes to our forked repo on github.com. To do this we need to push our changes from the local Git version control to the remote GitHub repo.

To sync local changes with github.com, we can do the following:

  1. Check the status of our repo using git status. Are all of the changes added and committed to the repo?
  2. Use git push origin master. origin tells Git to push the files to the originating repo which in this case - is our fork on github.com which we originally cloned to our local computer. master is the repo branch that you are currently working on.
**Data Tip:** Note about branches in Git: We won't cover branches in these tutorials, however, a Git repo can consist of many branches. You can think about a branch, like an additional copy of a repo where you can work on changes and updates.

Let's push the changes that we made to the local version of our Git repo to our fork, in our github.com account.

# check the repo status
$ git status

On branch master
Your branch is ahead of 'origin/master' by 1 commit.
  (use "git push" to publish your local commits)

# transfer committed changes to the forked repo
git push origin master

Counting objects: 1, done.
Delta compression using up to 4 threads.
Compressing objects: 100% (6/6), done.
Writing objects: 100% (6/6), 1.51 KiB | 0 bytes/s, done.
Total 6 (delta 4), reused 0 (delta 0)
To https://github.com/mjones01/DI-NEON-participants.git
   5022aca..e3cd622  master -> master

NOTE: You may be asked for your username and password! This is your github.com username and password.

Understand the output:

  • Pay attention to the repository URL - the "origin" is the repository that the commit was pushed to, here https://github.com/mjones01/DI-NEON-participants.git. Note that because this repo is a fork, your URL will have your GitHub username in it instead of "mjones01".
**Data Tip:** You can use Git and connect to GitHub directly in the RStudio interface. If interested, read this R-bloggers How-To.

View Commits in GitHub

Let’s view our recent commit in our forked repo on GitHub.

  1. Go to github.com and navigate to your forked Data Institute repo - DI-NEON-participants.
  2. Click on the commits link at the top of the page.
  3. Look at the commits - do you see your recent commit message that you typed into bash on your computer?
  4. Next, click on the <>CODE link which is ABOVE the commits link in github.
  5. Is the Markdown file that you added and committed locally at the command line on your computer, there in the same directory (participants/pre-institute2-git) that you saved it on your laptop?
Screenshot of a forked NEON Data Instituterepository on github.com displaying an example .md file within the repository.
An example .md file located within the participants/2017-RemoteSensing/pre-institute2-git of a Data Institute repo fork. Source: National Ecological Observatory Network (NEON)

Is Your File in the NEON Central Repo Yet?

Next, do the following:

  1. Navigate to the NEON central NEONScience/DI-NEON-participants repo. (The easiest method to do this is to click the link at the top of the page under your repo name).
  2. Look for your file in the same directory. Is your new file there? If not, why?

Remember the structure of our workflow.

We’ve added changes from our local repo on our computer and pushed them to our fork on github.com. But this fork is in our individual user account, not NEONS. This fork is separate from the central repo. Changes to a fork in our github.com account do not automatically transfer to the central repo. We need to sync them! We will learn how to sync these two repos in the next tutorial Git 06: Syncing GitHub Repos with Pull Requests .

Summary Workflow - Committing Changes

On your computer, within your local copy of the Git repo:

  • Create a new markdown file and edit it in your favorite text editor.

On your computer, in shell (at the command line):

  • git status
  • git add FileName
  • git status - make sure everything is added and ready for commit
  • `git commit -m “messageHere”
  • git push origin master

On the github.com website:

  • Check to make sure commit is added.
  • Check to see if the file that you added is visible online in your Git repo.

Have questions? No problem. Leave your question in the comment box below. It's likely some of your colleagues have the same question, too! And also likely someone else knows the answer.

Git 06: Sync GitHub Repos with Pull Requests

Authors: Megan A. Jones

Last Updated: Apr 8, 2021

This tutorial covers adding new edits or contents from your forked repo on github.com and a central repo.

## Learning Objectives At the end of this activity, you will be able to:
  • Explain the concept of base fork and head fork.
  • Know how to transfer changes (sync) between a fork & a central repo in GitHub.
  • Create a Pull Request on the GitHub.com website.

Additional Resources

  • Diagram of Git Commands: this diagram includes more commands than we will learn in this series.
  • GitHub Help Learning Git resources

We now have done the following:

  1. We've forked (made an individual copy of) the NEONScience/DI-NEON-participants repo to our github.com account.
  2. We've cloned the forked repo - making a copy of it on our local computers.
  3. We've added files and content to our local copy of the repo and committed the changes.
  4. We've pushed those changes back up to our forked repo on github.com.

Once you've forked and cloned a repo, you are all setup to work on your project. You won't need to repeat those steps.

Graphic showing the entire workflow after you have forked and cloned the repository. Submitting a pull request is the last step. Graphic showing the entire workflow once a repository has been established. Submitting a pull request is the last step.
When you want to add materials from your repo to the central repo, you will use a Pull Request. LEFT: Initial workflow after you fork and clone a repo. RIGHT: Typical workflow once a repo is established (see Git 07 tutorial). Both use pull requests. Source: National Ecological Observatory Network (NEON)

In this tutorial, we will learn how to transfer changes from our forked repo in our github.com account to the central NEON Data Institute repo. Adding information from your forked repo to the central repo in GitHub is done using a pull request.

Graphic showing the entire workflow once a repository has been established. The graphic to the left highlights the process of syncing changes made and committed to the repository from your local computer. This is done by using the git push command, which updates the fork on your github.com account with the changes made in your local repository. The graphic to the right highlights the last step of the process, which is submitting a pull request.
LEFT: To sync changes made and committed to the repo from your local computer, you will first push the changes from your local repo to your fork on github.com. RIGHT: Then, you will submit a Pull Request to update the central repository. Source: National Ecological Observatory Network (NEON)
**Data Tip:** A pull request to another repo is similar to a "push". However it allows for a few things:
  1. It allows you to contribute to another repo without needing administrative privileges to make changes to the repo.
  2. It allows others to review your changes and suggest corrections, additions, edits, etc.
  3. It allows repo administrators control over what gets added to their project repo.

The ability to suggest changes to ANY (public) repo, without needing administrative privileges is a powerful feature of GitHub. In our case, you do not have privileges to actually make changes to the DI-NEON-participants repo. However you can make as many changes as you want in your fork, and then suggest that NEON add those changes to their repo, using a pull request. Pretty cool!

Adding to a Repo Using Pull Requests

Pull Requests in GitHub

Step 1 - Start Pull Request

To start a pull request, click the pull request button on the main repo page.

Screenshot of the NEON Data Institute participant repository on github.com highlighting the location of the new pull request button.
Location of the Pull Request button on a fork of the NEON Data Institute participants repo (Note, screenshot shows a previous version of the repo, however, the button is in the same location). Source: National Ecological Observatory Network (NEON)

Alternatively, you can click the Pull requests tab, then on this new page click the "New pull request" button.

Step 2 - Choose Repos to Update

Select your fork to compare with NEON central repo. When you begin a pull request, the head and base will auto-populate as follows:

  • base fork: NEONScience/DI-NEON-participants
  • head fork: YOUR-USER-NAME/DI-NEON-participants

The above pull request configuration tells Git to sync (or update) the NEON repo with contents from your repo.

Head vs Base

  • Base: the repo that will be updated, the changes will be added to this repo.
  • Head: the repo from which the changes come.

One way to remember this is that the “head” is always ahead of the base, so we must add from the head to the base.

Step 3 - Verify Changes

When you compare two repos in a pull request page, git will provide an overview of the differences (diffs) between the files (if the file is a binary file, like code. Non-binary files will just show up as a fully new file if it had any changes). Look over the changes and make sure nothing looks surprising.

Screenshot of the split view showing differences between the older document on the left and the newer document on the right. Deletions are highlited in red, and additions are highlighted in green. Also, pull request diffs view can be changed between unified and split views using the toggle button at the top right of the window pane.
In this split view, shows the differences between the older (LEFT) and newer (RIGHT) document. Deletions are highlighted in red and additions are highlighted in green. Pull request diffs view can be changed between unified and split (arrow). Source: National Ecological Observatory Network (NEON)

Step 4 - Create Pull Request

Click the green Create Pull Request button to create the pull request.

Step 5 - Title Pull Request

Give your pull request a title and write a brief description of your changes. When you’re done with your message, click Create pull request!

Screenshot of an open pull request window highlighting the importance that all pull request titles should be concise and descriptive.
All pull requests titles should be concise and descriptive of the content in the pull request. More detailed notes can be left in the comments box. Source: National Ecological Observatory Network (NEON)

Check out the repo name up at the top (in your repo and in screenshot above) When creating the pull request you will be automatically transferred to the base repo. Since the central repo was the base, github will automatically transfer you to the central repo landing page.

Step 6 - Merge Pull Request

In this final step, it’s time to merge your changes in the NEONScience/DI-NEON-participants repo.

NOTE 1: You are only able to merge a pull request in a repo that you have permissions to!

NOTE 2: When collaborating, it is generally poor form to merge your own Pull Request, better to tag (@username) a collaborator in the comments so they know you want them to look at it. They can then review and, if acceptable, merge it.

To merge, your (or someone else's PR click the green "Merge Pull Request" button to "accept" or merge the updated commits in the central repo into your repo. Then click Confirm Merge.

We now synced our forked repo with the central NEON Repo. The next step in working in a GitHub workflow is to transfer any changes in the central repository into your local repo so you can work with them.

Data Institute Activity: Submit Pull Request for Week 2 Assignment

Submit a pull request containing the .md file that you created in this tutorial-series series. Before you submit your PR, review the Week 2 Assignment page. To ensure you have all of the required elements in your .md file.

To submit your PR:

Repeat the pull request steps above, with the base and head switched. Your base will be the NEON central repo and your HEAD will be YOUR forked repo:

  • base fork: NEONScience/DI-NEON-participants
  • head fork: YOUR-USER-NAME/DI-NEON-participants

When you get to Step 6 - Merge Pull Request (PR), are you able to merge the PR?

  • Finally, go to the NEON Central Repo page in github.com. Look for the Pull Requests link at the top of the page. How many Pull Requests are there?
  • Click on the link - do you see your Pull Request?

You can only merge a PR if you have permissions in the base repo that you are adding to. At this point you don’t have contributor permissions to the NEON repo. Instead someone who is a contributor on the repository will need to review and accept the request.

After completing the pull request to upload your bio markdown file, be sure to continue on to Git 07: Updating Your Repo by Setting Up a Remote to learn how to update your local fork and really begin the cycle of working with Git & GitHub in a collaborative manner.

Workflow Summary

Add updates to Central Repo with Pull Request

On github.com

  • Button: Create New Pull Request

  • Set base: central Institute repo, set head: your Fork

  • Make sure changes are what you want to sync

  • Button: Create Pull Request

  • Add Pull Request title & comments

  • Button: Create Pull Request

  • Button: Merge Pull Request - if working collaboratively, poor style to merge your own PR, and you only can if you have contributor permissions


    Have questions? No problem. Leave your question in the comment box below. It's likely some of your colleagues have the same question, too! And also likely someone else knows the answer.

Git 07: Updating Your Repo by Setting Up a Remote

Authors: Megan A. Jones

Last Updated: Apr 8, 2021

This tutorial covers how to set up a Central Repo as a remote to your local repo in order to update your local fork with updates. You want to do this every time before starting new edits in your local repo.

Learning Objectives

At the end of this activity, you will be able to:

  • Explain why it is important to update a local repo before beginning edits.
  • Update your local repository from a remote (upstream) central repo.

Additional Resources

  • Diagram of Git Commands: this diagram includes more commands than we will learn in this series.
  • GitHub Help Learning Git resources

We now have done the following:

  1. We've forked (made an individual copy of) the NEONScience/DI-NEON-participants repo to our github.com account.
  2. We've cloned the forked repo - making a copy of it on our local computers.
  3. We've added files and content to our local copy of the repo and committed the changes.
  4. We've pushed those changes back up to our forked repo on github.com.
  5. We've completed a Pull Request to update the central repository with our changes.

Once you're all setup to work on your project, you won't need to repeat the fork and clone steps. But you do want to update your local repository with any changes other's may have added to the central repository. How do we do this?

We will do this by directly pulling the updates from the central repo to our local repo by setting up the local repo as a "remote". A "remote" repo is any repo which is not the repo that you are currently working in.

Graphic showing the entire workflow after you have forked and cloned the repository. You will fork and clone the repository only once. Graphic showing the entire workflow once a repository has been established. Subsequent updates to the forked repository from the central repository will be made by setting it up as a remote and pulling from it using the git pull command.
LEFT: You will fork and clone a repo only once . RIGHT: After that, you will update your fork from the central repository by setting it up as a remote and pulling from it with git pull . Source: National Ecological Observatory Network (NEON)

Update, then Work

Once you've established working in your repo, you should follow these steps when starting to work each time in the repo:

  1. Update your local repo from the central repo (git pull upstream master).
  2. Make edits, save, git add, and git commit all in your local repo.
  3. Push changes from local repo to your fork on github.com (git push origin master)
  4. Update the central repo from your fork (Pull Request)
  5. Repeat.

Notice that we've already learned how to do steps 2-4, now we are completing the circle by learning to update our local repo directly with any changes from the central repo.

The order of steps above is important as it ensures that you incorporate any changes that have been made to the NEON central repository into your forked & local repos prior to adding changes to the central repo. If you do not sync in this order, you are at greater risk of creating a merge conflict.

What's A Merge Conflict?

A merge conflict occurs when two users edit the same part of a file at the same time. Git cannot decide which edit was first and which was last, and therefore which edit should be in the most current copy. Hence the conflict.

Graphic showing how merge conflicts may occur when updates are made. Merge conflicts occur when the same part of a script or document has been changed simultaneously and Git can't determine which change should be applied.
Merge conflicts occur when the same part of a script or document has been changed simultaneously and Git can’t determine which change should be applied. Source: Atlassian

Set up Upstream Remote

We want to directly update our local repo with any changes made in the central repo prior to starting our next edits or additions. To do this we need to set up the central repository as an upstream remote for our repo.

Step 1: Get Central Repository URL

First, we need the URL of the central repository. Navigate to the central repository in GitHub NEONScience/DI-NEON-participants. Select the green Clone or Download button (just like we did when we cloned the repo) to copy the URL of the repo.

Step 2: Add the Remote

Second, we need to connect the upstream remote -- the central repository to our local repo.

Make sure you are still in you local repository in bash

First, navigate to the desired directory.

$ cd ~/Documents/GitHub/DI-NEON-participants

and then type:

$ git remote add upstream https://github.com/NEONScience/DI-NEON-participants.git

Here you are identifying that is is a git command with git and then that you are adding an upstream remote with the given URL.

Step 3: Update Local Repo

Use git pull to sync your local repo with the forked GitHub.com repo.

Second, update local repo using git pull with the added directions of upstream indicating the central repository and master specifying which branch you are pulling down (remember, branches are a great tool to look into once you're comfortable with Git and GitHub, but we aren't going to focus on them. Just use master).

$ git pull upstream master

remote: Counting objects: 25, done.
remote: Compressing objects: 100% (15/15), done.
remote: Total 25 (delta 16), reused 19 (delta 10), pack-reused 0
Unpacking objects: 100% (25/25), done.
From https://github.com/NEONScience/DI-NEON-participants
    74d9b7b..463e6f0  master   -> origin/master
Auto-merging _posts/institute-materials/example.md

Understand the output: The output will change with every update, several things to look for in the output:

  • remote: …: tells you how many items have changed.
  • From https:URL: which remote repository is data being pulled from. We set up the central repository as the remote but it can be lots of other repos too.
  • Section with + and - : this visually shows you which documents are updated and the types of edits (additions/deletions) that were made.

Now that you've synced your local repo, let's check the status of the repo.

$ git status

Step 4: Complete the Cycle

Now you are set up with the additions, you will need to add and commit those changes. Once you've done that, you can push the changes back up to your fork on github.com.

$ git push origin master

Now your commits are added to your forked repo on github.com and you're ready to repeat the loop with a Pull Request.

Workflow Summary

Syncing Central Repo with Local Repo

Setting It Up (only do this the initial time)

  • Find & copy Central Repo URL
  • git remote add upstream https://github.com/NEONScience/DI-NEON-participants.git

After Initial Set Up

  • Update your Local Repo & Push Changes

    • git pull upstream master - pull down any changes and sync the local repo with the central repo
    • make changes, git add and git commit
    • git push origin master - push your changes up to your fork
    • Repeat

    Have questions? No problem. Leave your question in the comment box below. It's likely some of your colleagues have the same question, too! And also likely someone else knows the answer.

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