Competing with one's own work

Dear Duncan,

What constitutes a convincing argument for making significant changes?
I don't think there's any answer to that other than "an argument that 
convinces someone to make the changes".  What would convince you to work 
on a problem?   Your answer is very different from mine, and mine is 
different from that of anyone else in the core group.
Taking the example of optimization algorithms (say, for smooth objective
functions), how does one make a convincing argument that a particular class
of algorithms are "better" than another class? This can be a difficult task,
but quite doable with good benchmarking practices.
I don't see how that's relevant.  That's an argument to make to users, 
not to the core group.   A user wants to use the best optimizer for 
his/her own problem.  The core group wants functions in base R that we 
will maintain.
Supposing for the moment that such a convincing argument has been made, is
that sufficient to get the R-core to act upon it?
By definition, yes.
Are there compelling
factors other than just "algorithm A is better than algorithm B"?
Yes.  The decision about whether it belongs in a package or in base R is 
about who should maintain the code.  If I think it is fantastic code, 
but you will do a better job of maintaining it than I will, then there's 
no way I'd put it in base R.
I'd think that the argument is relatively easy if the need for the change is
driven by consumer demand.  But, even here I am not sure how to make an
argument to the R-core to consider the big changes.  For example, there is a
reasonable demand for constrained (smooth) optimization algorithms in R
(based on R-help queries).  Currently, there are only 3 packages that can
handle this.  However, in the base distribution only `constrOptim' function
is provided, which cannot handle anything more than linear, inequality
constraints.  I think that the base distribution needs to have a package for
constrained optimization that can handle linear/nonlinear and
equality/inequality constraints.
As Doug said, "I don't see anything in what you are proposing that could 
not be incorporated in a contributed package."

I think I answered your followup question above:  the rationale for 
including it in base R is because someone in the core team is in a 
better position to maintain the code than an outside package maintainer 
would be.

Duncan Murdoch
John, thanks for raising an important issue.

Thanks&  Best,
Ravi.

-------------------------------------------------------
Ravi Varadhan, Ph.D.
Assistant Professor,
Division of Geriatric Medicine and Gerontology School of Medicine Johns
Hopkins University

Ph. (410) 502-2619
email: rvaradhan at jhmi.edu

-----Original Message-----
From: r-devel-bounces at r-project.org [mailto:r-devel-bounces at r-project.org]
On Behalf Of Duncan Murdoch
Sent: Friday, December 03, 2010 11:13 AM
To: nashjc at uottawa.ca
Cc: r-devel at r-project.org
Subject: Re: [Rd] Competing with one's own work

On 03/12/2010 10:57 AM, Prof. John C Nash wrote:
 No, this is not about Rcpp, but a comment in that overly long discussion
raised a question
 that has been in my mind for a while.

 This is that one may have work that is used in R in the base functionality
and there are
 improvements that should be incorporated.

 For me, this concerns the BFGS, Nelder-Mead and CG options of optim(),
which are based on
 the 1990 edition (Pascal codes) of my 1979 book "Compact numerical
methods...", which were
 themselves derived from other people's work. By the time Brian Ripley took
that work (with
 permission, even though not strictly required. Thanks!) there were already
some
 improvements to these same algorithms (mainly bounds and masks) in the
BASIC codes of the
 1987 book by Mary Walker-Smith and I. However, BASIC to R is not something
I'd wish on
 anyone.

 Now there are some R packages, including some I've been working on, that
do offer
 improvements on the optim() offerings. I would not say mine are yet fully
ready for
 incorporation into the base, but they are pretty close. Equally I think
some of the tools
 in the base should be deprecated and users encouraged to try other
routines. It is also
 getting more and more important that novice users be provided with
sensible guidance and
 robust default settings and choices. In many areas, users are faced with
more choice than
 is efficient for the majority of problems.

 My question is: How should such changes be suggested / assisted? It seems
to me that this
 is beyond a simple feature request. Some discussion on pros and cons would
be appropriate,
 and those like myself who are familiar with particular tools can and
should offer help.
 Alternatively, is there a document available in the style "Writing R
Extensions" that has
 a title like "How the R Base Packages are Updated"? A brief search was
negative.
 I'm happy to compete with my own prior work to provide improvements. It
would be nice to
 see some of those improvements become the benchmark for further progress.

There are answers at many different levels to your questions.  The
simplest is that base packages are part of R, so they get updated when a
member of R Core updates them, and the updates get released when a new
version of R is released.

So if you want a change, you need to convince a member of the core to
make it.  Pointing out a bug is the easiest way to do this:  bugs
usually get fixed quickly, if they are clearly demonstrated.

If you want a bigger change, you need to make a convincing argument in
favour of it.  If you pick a topic that is of particular interest to one
core member, and you can convince him to make the change, then it will
happen.  If pick some obscure topic that's not of interest to anyone,
you'll need a very strong argument to make it interesting.  Part of any
of these arguments is explaining why the change needs to be made to the
base, why it can't just be published in a contributed package.  (That's
why bug fixes are easy, and big additions to the base packages are not.)

Duncan Murdoch

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Competing with one's own work

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