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1 1 .. _htmlnotebook:
2 2
3 3 The IPython Notebook
4 4 ====================
5 5
6 6 The IPython Notebook is part of the IPython package, which aims to provide a
7 7 powerful, interactive approach to scientific computation.
8 8 The IPython Notebook extends the previous text-console-based approach, and the
9 9 later Qt console, in a qualitatively new diretion, providing a web-based
10 10 application suitable for capturing the whole scientific computation process.
11 11
12 12 .. seealso::
13 13
14 14 :ref:`Installation requirements <installnotebook>` for the Notebook.
15 15
16 16
17 17 .. Basic structure
18 18 .. ---------------
19 19
20 20 Introduction
21 21 ------------
22 22
23 23 The IPython Notebook combines two components:
24 24
25 25 * **The IPython Notebook web application**:
26 26
27 27 The *IPython Notebook web app* is a browser-based tool for interactive
28 28 authoring of literate computations, in which explanatory text,
29 29 mathematics, computations and rich media output may be combined. Input
30 30 and output are stored in persistent cells that may be edited in-place.
31 31
32 32 * **Notebook documents**:
33 33
34 34 *Notebook documents*, or *notebooks*, are plain text documents which
35 35 record all inputs and outputs of the computations, interspersed with
36 36 text, mathematics and HTML 5 representations of objects, in a literate
37 37 style.
38 38
39 39 Since the similarity in names can lead to some confusion, in this
40 40 documentation we will use capitalization of the word "notebook" to
41 41 distinguish the Notebook app and notebook documents, thinking of the
42 42 Notebook app as being a proper noun. We will also always refer to the
43 43 "Notebook app" when we are referring to the browser-based interface,
44 44 and usually to "notebook documents", instead of "notebooks", for added
45 45 precision.
46 46
47 47 We refer to the current state of the computational process taking place in the
48 48 Notebook app, i.e. the (numbered) sequence of input and output cells, as the
49 49 *notebook space*. Notebook documents provide an *exact*, *one-to-one* record
50 50 of all the content in the notebook space, as a plain text file in JSON format.
51 51 The Notebook app automatically saves, at certain intervals, the contents of
52 52 the notebook space to a notebook document stored on disk, with the same name
53 53 as the title of the notebook space, and the file extension ``.ipynb``. For
54 54 this reason, there is no confusion about using the same word "notebook" for
55 55 both the notebook space and the corresponding notebook document, since they are
56 56 really one and the same concept (we could say that they are "isomorphic").
57 57
58 58
59 59 Main features of the IPython Notebook web app
60 60 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
61 61
62 62 The main features of the IPython Notebook app include:
63 63
64 64 * In-browser editing for code, with automatic syntax highlighting and
65 65 indentation and tab completion/introspection.
66 66
67 67 * Literate combination of code with rich text using the Markdown_ markup
68 68 language.
69 69
70 70 * Mathematics is easily included within the Markdown using LaTeX notation, and
71 71 rendered natively by MathJax_.
72 72
73 73 * Displays rich data representations (e.g. HTML / LaTeX / SVG) as the result
74 74 of computations.
75 75
76 76 * Publication-quality figures in a range of formats (SVG / PNG), rendered by
77 77 the matplotlib_ library, may be included inline and exported.
78 78
79 79
80 80 .. _MathJax: http://www.mathjax.org/
81 81 .. _matplotlib: http://matplotlib.org/
82 82 .. _Markdown: http://daringfireball.net/projects/markdown/syntax
83 83
84 84
85 85 Notebook documents
86 86 ~~~~~~~~~~~~~~~~~~
87 87
88 88 Notebook document files are simple JSON_ files with the
89 89 extension ``.ipynb``.
90 90 Since JSON is just plain text, they can be easily version-controlled and shared with colleagues.
91 91 The notebook stores a *complete*, *reproducible*, *one-to-one* copy of the state of the
92 92 computational state as it is inside the Notebook app. All computations
93 93 carried out, and the corresponding results obtained, can be combined in
94 94 a literate way, interleaving executable code with rich text, mathematics,
95 95 and rich representations of objects.
96 96
97 97 .. _JSON: http://en.wikipedia.org/wiki/JSON
98 98
99 99 Notebooks may easily be exported to a range of static formats, including
100 100 HTML (for example, for blog posts), PDF and slide shows,
101 101 via the new nbconvert_ command.
102 102
103 103 Furthermore, any ``.ipynb`` notebook document available from a public
104 104 URL can be shared via the `IPython Notebook Viewer <nbviewer>`_ service.
105 105 This service loads the notebook document from the URL and will
106 106 render it as a static web page. The results may thus be shared with a
107 107 colleague, or as a public blog post, without other users needing to install
108 108 IPython themselves. NbViewer is simply NbConvert as a simple heroku webservice.
109 109
110 110 See the :ref:`installation documentation <install_index>` for directions on
111 111 how to install the notebook and its dependencies.
112 112
113 113 .. _nbviewer: http://nbviewer.ipython.org
114 114
115 115 .. note::
116 116
117 117 You can start more than one notebook server at the same time, if you want
118 118 to work on notebooks in different directories. By default the first
119 119 notebook server starts on port 8888, and later notebook servers search for
120 120 ports near that one. You can also manually specify the port with the
121 121 ``--port`` option.
122 122
123 123
124 124 Basic workflow in the IPython Notebook web app
125 125 ----------------------------------------------
126 126
127 127 Starting up
128 128 ~~~~~~~~~~~~
129 129
130 130 You can start running the Notebook web app using the following command::
131 131
132 132 $ ipython notebook
133 133
134 134 (Here, and in the sequel, the initial ``$`` represents the shell prompt,
135 135 indicating that the command is to be run from the command line in a shell.)
136 136
137 137 The landing page of the IPython Notebook application, the *dashboard*, shows
138 138 the notebooks currently available in the *notebook directory* (By default, the directory
139 139 from which the notebook was started).
140 140 You can create new notebooks from the dashboard with the ``New Notebook``
141 141 button, or open existing ones by clicking on their name.
142 142 You can also drag and drop ``.ipynb`` notebooks and standard ``.py`` Python
143 143 source code files into the notebook list area.
144 144
145 145
146 146 You can open an existing notebook directly, without having to go via the
147 147 dashboard, with:
148 148
149 149 ipython notebook my_notebook
150 150
151 151 The `.ipynb` extension is assumed if no extension is given.
152 152
153 153 The `File | Open...` menu option will open the dashboard in a new browser tab,
154 154 to allow you to select a current notebook
155 155 from the notebook directory or to create a new notebook.
156 156
157 157
158 158
159 159 Notebook user interface
160 160 ~~~~~~~~~~~~~~~~~~~~~~~
161 161
162 162 When you open a new notebook document in the Notebook, you will be presented
163 163 with the title associated to the notebook space/document, a *menu bar*, a
164 164 *toolbar* and an empty *input cell*.
165 165
166 166 Notebook title
167 167 ^^^^^^^^^^^^^^
168 168 The title of the notebook document that is currently being edited is displayed
169 169 at the top of the page, next to the ``IP[y]: Notebook`` logo. This title may
170 170 be edited directly by clicking on it. The title is reflected in the name of
171 171 the ``.ipynb`` notebook document file that is saved.
172 172
173 173 Menu bar
174 174 ^^^^^^^^
175 175 The menu bar presents different options that may be used to manipulate the way
176 176 the Notebook functions.
177 177
178 178 Toolbar
179 179 ^^^^^^^
180 180 The tool bar gives a quick way of accessing the most-used operations within
181 181 the Notebook, by clicking on an icon.
182 182
183 183
184 184 Creating a new notebook document
185 185 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
186 186
187 187 A new notebook space/document may be created at any time, either from the
188 188 dashboard, or using the `File | New` menu option from within an active
189 189 notebook. The new notebook is created within the same directory and
190 190 will open in a new browser tab. It will also be reflected as a new entry in
191 191 the notebook list on the dashboard.
192 192
193 193
194 194 Structure of a notebook document
195 195 --------------------------------
196 196
197 197 Input cells
198 198 ~~~~~~~~~~~
199 199 Input cells are at the core of the functionality of the IPython Notebook.
200 200 They are regions in the document in which you can enter different types of
201 201 text and commands. To *execute* or *run* the *current cell*, i.e. the cell
202 202 under the cursor, you can use the :kbd:`Shift-Enter` key combination.
203 203 This tells the Notebook app to perform the relevant operation for each type of
204 204 cell (see below), and then to display the resulting output.
205 205
206 206 The notebook consists of a sequence of input cells, labelled ``In[n]``, which
207 207 may be executed in a non-linear way, and outputs ``Out[n]``, where ``n`` is a
208 208 number which denotes the order in which the cells were executed over the
209 209 history of the computational process. The contents of all of these cells are
210 210 accessible as Python variables with the same names, forming a complete record
211 211 of the history of the computation.
212 212
213 213
214 214
215 215 Input cell types
216 216 ~~~~~~~~~~~~~~~~
217 217 Each IPython input cell has a *cell type*, of which there is a restricted
218 218 number. The type of a cell may be set by using the cell type dropdown on the
219 219 toolbar, or via the following keyboard shortcuts:
220 220
221 221 * **code**: :kbd:`Ctrl-m y`
222 222 * **markdown**: :kbd:`Ctrl-m m`
223 223 * **raw**: :kbd:`Ctrl-m t`
224 224 * **heading**: :kbd:`Ctrl-m 1` - :kbd:`Ctrl-m 6`
225 225
226 226 Upon initial creation, each input cell is by default a code cell.
227 227
228 228
229 229 Code cells
230 230 ^^^^^^^^^^
231 231 A *code input cell* allows you to edit code inline within the cell, with full
232 232 syntax highlighting and autocompletion/introspection. By default, the language
233 233 associated to a code cell is Python, but other languages, such as ``julia``
234 234 and ``R``, can be handled using magic commands (see below).
235 235
236 236 When a code cell is executed with :kbd:`Shift-Enter`, the code that it
237 237 contains is transparently exported and run in that language (with automatic
238 238 compiling, etc., if necessary). The result that is returned from this
239 239 computation is then displayed in the notebook space as the cell's
240 240 *output*. If this output is of a textual nature, it is placed into a
241 241 numbered *output cell*. However, many other possible forms of output are also
242 242 possible, including ``matplotlib`` figures and HTML tables (as used, for
243 243 example, in the ``pandas`` data analyis package). This is known as IPython's
244 244 *rich display* capability.
245 245
246 246
247 247 Markdown cells
248 248 ^^^^^^^^^^^^^^
249 249 You can document the computational process in a literate way, alternating
250 250 descriptive text with code, using *rich text*. In IPython this is accomplished
251 251 by marking up text with the Markdown language. The corresponding cells are
252 252 called *Markdown input cells*. The Markdown language provides a simple way to
253 253 perform this text markup, that is, to specify which parts of the text should
254 254 be emphasized (italics), bold, form lists, etc.
255 255
256 256
257 257 When a Markdown input cell is executed, the Markdown code is converted into
258 258 the corresponding formatted rich text. This output then *replaces* the
259 259 original Markdown input cell, leaving just the visually-significant marked up
260 260 rich text. Markdown allows arbitrary HTML code for formatting.
261 261
262 262 Within Markdown cells, you can also include *mathematics* in a straightforward
263 263 way, using standard LaTeX notation: ``$...$`` for inline mathematics and
264 264 ``$$...$$`` for displayed mathematics. When the Markdown cell is executed,
265 265 the LaTeX portions are automatically rendered in the HTML output as equations
266 266 with high quality typography. This is made possible by MathJax_, which
267 267 supports a `large subset <mathjax_tex>`_ of LaTeX functionality
268 268
269 269 .. _mathjax_tex: http://docs.mathjax.org/en/latest/tex.html
270 270
271 271 Standard mathematics environments defined by LaTeX and AMS-LaTeX (the
272 272 `amsmath` package) also work, such as
273 273 ``\begin{equation}...\end{equation}``, and ``\begin{align}...\end{align}``.
274 274 New LaTeX macros may be defined using standard methods,
275 275 such as ``\newcommand``, by placing them anywhere *between math delimiters* in
276 276 a Markdown cell. These definitions are then available throughout the rest of
277 277 the IPython session. (Note, however, that more care must be taken when using
278 278 nbconvert_ to output to LaTeX).
279 279
280 280 Raw input cells
281 281 ~~~~~~~~~~~~~~~
282 282
283 283 *Raw* input cells provide a place in which you can write *output* directly.
284 284 Raw cells are not evaluated by the Notebook, and have no output.
285 285 When passed through nbconvert, Raw cells arrive in the destination format unmodified,
286 286 allowing you to type full latex into a raw cell, which will only be rendered
287 287 by latex after conversion by nbconvert.
288 288
289 289 Heading cells
290 290 ~~~~~~~~~~~~~
291 291
292 292 You can provide a conceptual structure for your computational document as a
293 293 whole using different levels of headings; there are 6 levels available, from
294 294 level 1 (top level) down to level 6 (paragraph). These can be used later for
295 295 constructing tables of contents, etc.
296 296
297 297 As with Markdown cells, a heading input cell is replaced by a rich text
298 298 rendering of the heading when the cell is executed.
299 299
300 300
301 301 Basic workflow
302 302 --------------
303 303
304 304 The normal workflow in a notebook is, then, quite similar to a standard
305 305 IPython session, with the difference that you can edit cells in-place multiple
306 306 times until you obtain the desired results, rather than having to
307 307 rerun separate scripts with the ``%run`` magic command. (Magic commands do,
308 308 however, also work in the notebook; see below).
309 309
310 310 Typically, you will work on a computational problem in pieces, organizing
311 311 related ideas into cells and moving forward once previous parts work
312 312 correctly. This is much more convenient for interactive exploration than
313 313 breaking up a computation into scripts that must be executed together, as was
314 314 previously necessary, especially if parts of them take a long time to run
315 315
316 316 The only significant limitation that the Notebook currently has, compared to
317 317 the Qt console, is that it cannot run any code that expects input from the
318 318 kernel (such as scripts that call :func:`raw_input`). Very importantly, this
319 319 means that the ``%debug`` magic does *not* currently work in the notebook!
320 320
321 321 This limitation will be overcome in the future, but in the meantime, there is
322 322 a simple solution for debugging: you can attach a Qt console to your existing
323 323 notebook kernel, and run ``%debug`` from the Qt console.
324 324 If your notebook is running on a local computer (i.e. if you are accessing it
325 325 via your localhost address at ``127.0.0.1``), then you can just type
326 326 ``%qtconsole`` in the notebook and a Qt console will open up, connected to
327 327 that same kernel.
328 328
329 329 At certain moments, it may be necessary to interrupt a calculation which is
330 330 taking too long to complete. This may be done with the ``Kernel | Interrupt``
331 331 menu option, or the :kbd:``Ctrl-i`` keyboard shortcut.
332 332 Similarly, it may be necessary or desirable to restart the whole computational
333 333 process, with the ``Kernel | Restart`` menu option or :kbd:``Ctrl-.``
334 334 shortcut. This gives an equivalent state to loading the notebook document
335 335 afresh.
336 336
337 337
338 338 .. warning::
339 339
340 340 While in simple cases you can "roundtrip" a notebook to Python, edit the
341 341 Python file, and then import it back without loss of main content, this is
342 342 in general *not guaranteed to work*. First, there is extra metadata
343 343 saved in the notebook that may not be saved to the ``.py`` format. And as
344 344 the notebook format evolves in complexity, there will be attributes of the
345 345 notebook that will not survive a roundtrip through the Python form. You
346 346 should think of the Python format as a way to output a script version of a
347 347 notebook and the import capabilities as a way to load existing code to get
348 348 a notebook started. But the Python version is *not* an alternate notebook
349 349 format.
350 350
351 351
352 352 Keyboard shortcuts
353 353 ~~~~~~~~~~~~~~~~~~
354 354 All actions in the notebook can be achieved with the mouse, but keyboard
355 355 shortcuts are also available for the most common ones, so that productive use
356 356 of the notebook can be achieved with minimal mouse usage. The main shortcuts
357 357 to remember are the following:
358 358
359 359 * :kbd:`Shift-Enter`:
360 360
361 361 Execute the current cell, show output (if any), and jump to the next cell
362 362 below. If :kbd:`Shift-Enter` is invoked on the last input cell, a new code
363 363 cell will also be created. Note that in the notebook, typing :kbd:`Enter`
364 364 on its own *never* forces execution, but rather just inserts a new line in
365 365 the current input cell. In the Notebook it is thus always necessary to use
366 366 :kbd:`Shift-Enter` to execute the cell (or use the ``Cell | Run`` menu
367 367 item).
368 368
369 369 * :kbd:`Ctrl-Enter`:
370 370 Execute the current cell as if it were in "terminal mode", where any
371 371 output is shown, but the cursor *remains* in the current cell. This is
372 372 convenient for doing quick experiments in place, or for querying things
373 373 like filesystem content, without needing to create additional cells that
374 374 you may not want to be saved in the notebook.
375 375
376 376 * :kbd:`Alt-Enter`:
377 377 Executes the current cell, shows the output, and inserts a *new* input
378 378 cell between the current cell and the adjacent cell (if one exists). This
379 379 is thus a shortcut for the sequence :kbd:`Shift-Enter`, :kbd:`Ctrl-m a`.
380 380 (:kbd:`Ctrl-m a` adds a new cell above the current one.)
381 381
382 382 * :kbd:`Ctrl-m`:
383 383 This is the prefix for *all* other shortcuts, which consist of :kbd:`Ctrl-m`
384 384 followed by a single letter or character. For example, if you type
385 385 :kbd:`Ctrl-m h` (that is, the sole letter :kbd:`h` after :kbd:`Ctrl-m`),
386 386 IPython will show you all the available keyboard shortcuts.
387 387
388 388
389 389 Magic commands
390 390 --------------
391 391 Magic commands, or *magics*, are commands for controlling IPython itself.
392 392 They all begin with ``%`` and are entered into code input cells; the code
393 393 cells are executed as usual with :kbd:`Shift-Enter`.
394 394
395 395 The magic commands call special functions defined by IPython which manipulate
396 396 the computational state in certain ways.
397 397
398 398 There are two types of magics:
399 399
400 400 - **line magics**:
401 401
402 402 These begin with a single ``%`` and take as arguments the rest of the
403 403 *same line* of the code cell. Any other lines of the code cell are
404 404 treated as if they were part of a standard code cell.
405 405
406 406 - **cell magics**:
407 407
408 408 These begin with ``%%`` and operate on the *entire* remaining contents
409 409 of the code cell.
410 410
411 411 Line magics
412 412 ~~~~~~~~~~~
413 413 Some of the available line magics are the following:
414 414
415 415 * ``%load filename``:
416 416
417 417 Loads the contents of the file ``filename`` into a new code cell. This
418 418 can be a URL for a remote file.
419 419
420 420 * ``%timeit code``:
421 421
422 422 An easy way to time how long the single line of code ``code`` takes to
423 423 run
424 424
425 425 * ``%config``:
426 426
427 427 Configuration of the IPython Notebook
428 428
429 429 * ``%lsmagic``:
430 430
431 431 Provides a list of all available magic commands
432 432
433 433 Cell magics
434 434 ~~~~~~~~~~~
435 435
436 436 * ``%%latex``:
437 437
438 438 Renders the entire contents of the cell in LaTeX, without needing to use
439 439 explicit LaTeX delimiters.
440 440
441 441 * ``%%bash``:
442 442
443 443 The code cell is executed by sending it to be executed by ``bash``. The
444 444 output of the ``bash`` commands is captured and displayed in the
445 445 notebook.
446 446
447 447 * ``%%file filename``:
448 448
449 449 Writes the contents of the cell to the file ``filename``.
450 450 **Caution**: The file is over-written without warning!
451 451
452 452 * ``%%R``:
453 453
454 454 Execute the contents of the cell using the R language.
455 455
456 456 * ``%%timeit``:
457 457
458 458 Version of ``%timeit`` which times the entire block of code in the
459 459 current code cell.
460 460
461 461
462 462
463 463 Several of the cell magics provide functionality to manipulate the filesystem
464 464 of a remote server to which you otherwise do not have access.
465 465
466 466
467 467 Plotting
468 468 --------
469 469 One major feature of the Notebook is the ability to interact with
470 470 plots that are the output of running code cells. IPython is designed to work
471 471 seamlessly with the ``matplotlib`` plotting library to provide this
472 472 functionality.
473 473
474 474 To set this up, before any plotting is performed you must execute the
475 475 ``%matplotlib`` magic command. This performs the necessary behind-the-scenes
476 476 setup for IPython to work correctly hand in hand with ``matplotlib``; it does
477 477 *not*, however, actually execute any Python ``import`` commands, that is, no
478 478 names are added to the namespace.
479 479
480 For more agile *interactive* use of the notebook space, an alternative magic,
481 ``%pylab``, is provided. This does the same work as the ``%matplotlib`` magic,
482 but *in addition* it automatically executes a standard sequence of ``import``
483 statements required to work with the ``%matplotlib`` library, importing the
484 following names into the namespace:
485
486 ``numpy`` as ``np``; ``matplotlib.pyplot`` as ``plt``;
487 ``matplotlib``, ``pylab`` and ``mlab`` from ``matplotlib``; and *all names*
488 from within ``numpy`` and ``pylab``.
489
490 However, the use of ``%pylab`` is discouraged, since names coming from
491 different packages may collide. In general, the use of ``from package import
492 *`` is discouraged. A better option is then::
493
494 %pylab --no-import-all
495
496 which imports the names listed above, but does *not* perform this
497 ``import *`` imports.
498
499 If the ``%matplotlib`` or ``%pylab` magics are called without an argument, the
480 If the ``%matplotlib`` magic is called without an argument, the
500 481 output of a plotting command is displayed using the default ``matplotlib``
501 482 backend in a separate window. Alternatively, the backend can be explicitly
502 483 requested using, for example::
503 484
504 485 %matplotlib gtk
505 486
506 487 A particularly interesting backend is the ``inline`` backend.
507 This is applicable only for the IPython Notebook and the IPython Qtconsole.
488 This is applicable only for the IPython Notebook and the IPython QtConsole.
508 489 It can be invoked as follows::
509 490
510 491 %matplotlib inline
511 492
512 493 With this backend, output of plotting commands is displayed *inline* within
513 494 the notebook format, directly below the input cell that produced it. The
514 495 resulting plots will then also be stored in the notebook document. This
515 496 provides a key part of the functionality for reproducibility_ that the IPython
516 497 Notebook provides.
517 498
518 499 .. _reproducibility: https://en.wikipedia.org/wiki/Reproducibility
519 500
520 501
521 502
522 503 Configuring the IPython Notebook
523 504 --------------------------------
524 505 The IPython Notebook can be run with a variety of command line arguments.
525 506 To see a list of available options enter::
526 507
527 508 $ ipython notebook --help
528 509
529 510 Defaults for these options can also be set by creating a file named
530 511 ``ipython_notebook_config.py`` in your IPython *profile folder*. The profile
531 512 folder is a subfolder of your IPython directory; to find out where it is
532 513 located, run::
533 514
534 515 $ ipython locate
535 516
536 517 To create a new set of default configuration files, with lots of information
537 518 on available options, use::
538 519
539 520 $ ipython profile create
540 521
541 522 .. seealso:
542 523
543 524 :ref:`config_overview`, in particular :ref:`Profiles`.
544 525
545 526
546 527 Importing `.py` files
547 528 ----------------------
548 529
549 530
550 531 ``.py`` files will be imported into the IPython Notebook as a notebook with
551 532 the same basename, but an ``.ipynb`` extension, located in the notebook
552 533 directory. The notebook created will have just one cell, which will contain
553 534 all the code in the ``.py`` file. You can later manually partition this into
554 535 individual cells using the ``Edit | Split Cell`` menu option, or the
555 536 :kbd:`Ctrl-m -` keyboard shortcut.
556 537
557 538 .. Alternatively, prior to importing the ``.py``, you can manually add ``# <
558 539 nbformat>2</nbformat>`` at the start of the file, and then add separators for
559 540 text and code cells, to get a cleaner import with the file already broken into
560 541 individual cells.
561 542
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