This repository has been archived by the owner on Aug 20, 2022. It is now read-only.
forked from hadley/adv-r
-
Notifications
You must be signed in to change notification settings - Fork 0
/
Environments.Rmd
800 lines (581 loc) · 32.3 KB
/
Environments.Rmd
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
# Environments {#environments}
```{r setup, include = FALSE}
source("common.R")
```
The environment is the data structure that powers scoping. This chapter dives deep into environments, describing their structure in depth, and using them to improve your understanding of the four scoping rules described in [lexical scoping](#lexical-scoping). \index{environments}
Environments can also be useful data structures in their own right because they have reference semantics. When you modify a binding in an environment, the environment is not copied; it's modified in place. Reference semantics are not often needed, but can be extremely useful.
##### Quiz
If you can answer the following questions correctly, you already know the most important topics in this chapter. You can find the answers at the end of the chapter in [answers](#env-answers).
1. List at least three ways that an environment is different to a list.
1. What is the parent of the global environment? What is the only
environment that doesn't have a parent?
1. What is the enclosing environment of a function? Why is it
important?
1. How do you determine the environment from which a function was called?
1. How are `<-` and `<<-` different?
##### Outline
* [Environment basics](#env-basics) introduces you to the basic properties
of an environment and shows you how to create your own.
* [Recursing over environments](#env-recursion) provides a function template
for computing with environments, illustrating the idea with a useful
function.
* [Function environments](#function-envs) revises R's scoping rules in more
depth, showing how they correspond to four types of environment associated
with each function.
* [Binding names to values](#binding) describes the rules that names must
follow (and how to bend them), and shows some variations on binding a
name to a value.
* [Explicit environments](#explicit-envs) discusses three problems where
environments are useful data structures in their own right, independent
of the role they play in scoping.
##### Prerequisites
This chapter uses many functions from the `pryr` package to pry open R and look inside at the messy details. You can install `pryr` by running `install.packages("pryr")`
## Environment basics {#env-basics}
The job of an environment is to associate, or __bind__, a set of names to a set of values. You can think of an environment as a bag of names: \index{bindings} \index{assignment|see{bindings}}
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/bag-of-names.png", dpi = 220)
```
Each name points to an object stored elsewhere in memory:
```{r}
e <- new.env()
e$a <- FALSE
e$b <- "a"
e$c <- 2.3
e$d <- 1:3
```
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/bindings.png")
```
The objects don't live in the environment so multiple names can point to the same object:
```{r}
e$a <- e$d
```
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/multiple-names.png")
```
Confusingly they can also point to different objects that have the same value:
```{r}
e$a <- 1:3
```
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/copies.png")
```
If an object has no names pointing to it, it gets automatically deleted by the garbage collector. This process is described in more detail in [gc](#gc).
Every environment has a parent, another environment. In diagrams, I'll represent the pointer to parent with a small black circle. The parent is used to implement lexical scoping: if a name is not found in an environment, then R will look in its parent (and so on). Only one environment doesn't have a parent: the __empty__ environment. \index{environments!empty}
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/parents.png")
```
We use the metaphor of a family to refer to environments. The grandparent of an environment is the parent's parent, and the ancestors include all parent environments up to the empty environment. It's rare to talk about the children of an environment because there are no back links: given an environment we have no way to find its children.
Generally, an environment is similar to a list, with four important exceptions:
* Every name in an environment is unique.
* The names in an environment are not ordered (i.e., it doesn't make sense
to ask what the first element of an environment is).
* An environment has a parent.
* Environments have reference semantics.
More technically, an environment is made up of two components, the __frame__, which contains the name-object bindings (and behaves much like a named list), and the parent environment. Unfortunately "frame" is used inconsistently in R. For example, `parent.frame()` doesn't give you the parent frame of an environment. Instead, it gives you the _calling_ environment. This is discussed in more detail in [calling environments](#calling-environments). \index{frames} \index{environments!parent}
There are four special environments:
* The `globalenv()`, or global environment, is the interactive workspace.
This is the environment in which you normally work. The parent of the
global environment is the last package that you attached with `library()`
or `require()`.
* The `baseenv()`, or base environment, is the environment of the base package.
Its parent is the empty environment.
* The `emptyenv()`, or empty environment, is the ultimate ancestor of all
environments, and the only environment without a parent.
* The `environment()` is the current environment.
`search()` lists all parents of the global environment. This is called the search path because objects in these environments can be found from the top-level interactive workspace. It contains one environment for each attached package and any other objects that you've `attach()`ed. It also contains a special environment called `Autoloads` which is used to save memory by only loading package objects (like big datasets) when needed. \indexc{search()}
You can access any environment on the search list using `as.environment()`.
```{r, eval = FALSE}
search()
#> [1] ".GlobalEnv" "package:stats" "package:graphics"
#> [4] "package:grDevices" "package:utils" "package:datasets"
#> [7] "package:methods" "Autoloads" "package:base"
as.environment("package:stats")
#> <environment: package:stats>
```
`globalenv()`, `baseenv()`, the environments on the search path, and `emptyenv()` are connected as shown below. Each time you load a new package with `library()` it is inserted between the global environment and the package that was previously at the top of the search path.
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/search-path.png")
```
To create an environment manually, use `new.env()`. You can list the bindings in the environment's frame with `ls()` and see its parent with `parent.env()`. \index{environments!creating}
```{r}
e <- new.env()
# the default parent provided by new.env() is the environment from
# which it is called - in this case that's the global environment.
parent.env(e)
ls(e)
```
The easiest way to modify the bindings in an environment is to treat it like a list:
```{r}
e$a <- 1
e$b <- 2
ls(e)
e$a
```
By default, `ls()` only shows names that don't begin with `.`. Use `all.names = TRUE` to show all bindings in an environment: \indexc{ls()}
```{r}
e$.a <- 2
ls(e)
ls(e, all.names = TRUE)
```
Another useful way to view an environment is `ls.str()`. It is more useful than `str()` because it shows each object in the environment. Like `ls()`, it also has an `all.names` argument.
```{r}
str(e)
ls.str(e)
```
Given a name, you can extract the value to which it is bound with `$`, `[[`, or `get()`:
* `$` and `[[` look only in one environment and return `NULL` if there is no
binding associated with the name. \indexc{\$} \indexc{[[}
* `get()` uses the regular scoping rules and throws an error if the binding is
not found. \indexc{get()}
```{r}
e$c <- 3
e$c
e[["c"]]
get("c", envir = e)
```
Deleting objects from environments works a little differently from lists. With a list you can remove an entry by setting it to `NULL`. In environments, that will create a new binding to `NULL`. Instead, use `rm()` to remove the binding. \indexc{rm()} \index{environments!removing an element}
```{r}
e <- new.env()
e$a <- 1
e$a <- NULL
ls(e)
rm("a", envir = e)
ls(e)
```
You can determine if a binding exists in an environment with `exists()`. Like `get()`, its default behaviour is to follow the regular scoping rules and look in parent environments. If you don't want this behavior, use `inherits = FALSE`:
```{r}
x <- 10
exists("x", envir = e)
exists("x", envir = e, inherits = FALSE)
```
To compare environments, you must use `identical()` not `==`:
```{r, error = TRUE}
identical(globalenv(), environment())
globalenv() == environment()
```
### Exercises
1. List three ways in which an environment differs from a list.
1. If you don't supply an explicit environment, where do `ls()` and `rm()`
look? Where does `<-` make bindings?
1. Using `parent.env()` and a loop (or a recursive function), verify that the
ancestors of `globalenv()` include `baseenv()` and `emptyenv()`. Use the
same basic idea to implement your own version of `search()`.
## Recursing over environments {#env-recursion}
Environments form a tree, so it's often convenient to write a recursive function. This section shows you how by applying your new knowledge of environments to understand the helpful `pryr::where()`. Given a name, `where()` finds the environment _where_ that name is defined, using R's regular scoping rules: \index{recursion!over environments}
```{r}
library(pryr)
x <- 5
where("x")
where("mean")
```
The definition of `where()` is straightforward. It has two arguments: the name to look for (as a string), and the environment in which to start the search. (We'll learn later why `parent.frame()` is a good default in [calling environments](#calling-environments).)
```{r, eval = FALSE}
where <- function(name, env = parent.frame()) {
if (identical(env, emptyenv())) {
# Base case
stop("Can't find ", name, call. = FALSE)
} else if (exists(name, envir = env, inherits = FALSE)) {
# Success case
env
} else {
# Recursive case
where(name, parent.env(env))
}
}
```
There are three cases:
* The base case: we've reached the empty environment and haven't found the
binding. We can't go any further, so we throw an error.
* The successful case: the name exists in this environment, so we return the
environment.
* The recursive case: the name was not found in this environment, so try the
parent.
It's easier to see what's going on with an example. Imagine you have two environments as in the following diagram:
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/where-ex.png")
```
* If you're looking for `a`, `where()` will find it in the first environment.
* If you're looking for `b`, it's not in the first environment,
so `where()` will look in its parent and find it there.
* If you're looking for `c`, it's not in the first environment, or the
second environment, so `where()` reaches the empty environment
and throws an error.
It's natural to work with environments recursively, so `where()` provides a useful template. Removing the specifics of `where()` shows the structure more clearly:
```{r}
f <- function(..., env = parent.frame()) {
if (identical(env, emptyenv())) {
# base case
} else if (success) {
# success case
} else {
# recursive case
f(..., env = parent.env(env))
}
}
```
```{r, echo = FALSE}
begin_sidebar("Iteration vs. recursion")
```
It's possible to use a loop instead of recursion. This might run slightly faster (because we eliminate some function calls), but I think it's harder to understand. I include it because you might find it easier to see what's happening if you're less familiar with recursive functions.
```{r}
is_empty <- function(x) identical(x, emptyenv())
f2 <- function(..., env = parent.frame()) {
while (!is_empty(env)) {
if (success) {
# success case
}
# inspect parent
env <- parent.env(env)
}
# base case
}
```
```{r, echo = FALSE}
end_sidebar()
```
### Exercises
1. Modify `where()` to find all environments that contain a binding for
`name`.
1. Write your own version of `get()` using a function written in the style
of `where()`.
1. Write a function called `fget()` that finds only function objects. It
should have two arguments, `name` and `env`, and should obey the regular
scoping rules for functions: if there's an object with a matching name
that's not a function, look in the parent. For an added challenge, also
add an `inherits` argument which controls whether the function recurses up
the parents or only looks in one environment.
1. Write your own version of `exists(inherits = FALSE)` (Hint: use `ls()`.)
Write a recursive version that behaves like `exists(inherits = TRUE)`.
## Function environments {#function-envs}
Most environments are not created by you with `new.env()` but are created as a consequence of using functions. This section discusses the four types of environments associated with a function: enclosing, binding, execution, and calling. \index{functions!environments}
The __enclosing__ environment is the environment where the function was created. Every function has one and only one enclosing environment. For the three other types of environment, there may be 0, 1, or many environments associated with each function:
* Binding a function to a name with `<-` defines a __binding__ environment.
* Calling a function creates an ephemeral __execution__ environment
that stores variables created during execution.
* Every execution environment is associated with a __calling__ environment,
which tells you where the function was called.
The following sections will explain why each of these environments is important, how to access them, and how you might use them.
### The enclosing environment
When a function is created, it gains a reference to the environment where it was made. This is the __enclosing environment__ and is used for lexical scoping. You can determine the enclosing environment of a function by calling `environment()` with a function as its first argument: \index{environments!enclosing}
```{r, eval = FALSE}
y <- 1
f <- function(x) x + y
environment(f)
#> <environment: R_GlobalEnv>
```
In diagrams, I'll depict functions as rounded rectangles. The enclosing environment of a function is given by a small black circle:
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/enclosing.png")
```
### Binding environments
The previous diagram is too simple because functions don't have names. Instead, the name of a function is defined by a binding. The binding environments of a function are all the environments which have a binding to it. The following diagram better reflects this relationship because the enclosing environment contains a binding from `f` to the function: \index{environments!binding names}
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/binding.png")
```
In this case the enclosing and binding environments are the same. They will be different if you assign a function into a different environment:
```{r}
e <- new.env()
e$g <- function() 1
```
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/binding-2.png")
```
The enclosing environment belongs to the function, and never changes, even if the function is moved to a different environment. The enclosing environment determines how the function finds values; the binding environments determine how we find the function.
The distinction between the binding environment and the enclosing environment is important for package namespaces. Package namespaces keep packages independent. For example, if package A uses the base `mean()` function, what happens if package B creates its own `mean()` function? Namespaces ensure that package A continues to use the base `mean()` function, and that package A is not affected by package B (unless explicitly asked for). \index{namespaces}
Namespaces are implemented using environments, taking advantage of the fact that functions don't have to live in their enclosing environments. For example, take the base function `sd()`. Its enclosing and binding environments are different:
```{r, eval = FALSE}
## enclosing = where sd() finds values, such as mean() or var()
environment(sd)
#> <environment: namespace:stats>
## binding = where we can find sd()
where("sd")
#> <environment: package:stats>
```
The definition of `sd()` uses `var()`, but if we make our own version of `var()` it doesn't affect `sd()`:
```{r}
x <- 1:10
sd(x)
var <- function(x, na.rm = TRUE) 100
sd(x)
```
This works because every package has two environments associated with it: the _package_ environment and the _namespace_ environment. The package environment contains every publicly accessible function, and is placed on the search path. The namespace environment contains all functions (including internal functions), and its parent environment is a special imports environment that contains bindings to all the functions that the package needs. Every exported function in a package is bound into the _package_ environment, but enclosed by the _namespace_ environment. This complicated relationship is illustrated by the following diagram:
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/namespace.png")
```
<!-- Jenny: Is this diagram supposed to make reference to the example of defining our own version of `var()`? Because then there should be a `var()` in `globalenv()`.-->
When we type `var` into the console, it's found first in the global environment. When `sd()` looks for `var()` it finds it first in its namespace environment so never looks in the `globalenv()`.
### Execution environments
What will the following function return the first time it's run? What about the second? \index{environments!execution}
```{r, eval = FALSE}
g <- function(x) {
if (!exists("a", inherits = FALSE)) {
message("Defining a")
a <- 1
} else {
a <- a + 1
}
a
}
g(10)
g(10)
```
This function returns the same value every time it is called because of the fresh start principle, described in [a fresh start](#fresh-start). Each time a function is called, a new environment is created to host execution. The parent of the execution environment is the enclosing environment of the function. Once the function has completed, this environment is thrown away.
Let's depict that graphically with a simpler function. I draw execution environments around the function they belong to with a dotted border.
```{r}
h <- function(x) {
a <- 2
x + a
}
y <- h(1)
```
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/execution.png")
```
When you create a function inside another function, the enclosing environment of the child function is the execution environment of the parent, and the execution environment is no longer ephemeral. The following example illustrates that idea with a function factory, `plus()`. We use that factory to create a function called `plus_one()`. The enclosing environment of `plus_one()` is the execution environment of `plus()` where `x` is bound to the value 1. \index{closures|environment}
```{r}
plus <- function(x) {
function(y) x + y
}
plus_one <- plus(1)
identical(parent.env(environment(plus_one)), environment(plus))
```
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/closure-2.png")
```
You'll learn more about function factories in [functional programming](#functional-programming).
### Calling environments {#calling-environments}
Look at the following code. What do you expect `i()` to return when the code is run? \index{environments|calling}
```{r, eval = FALSE}
h <- function() {
x <- 10
function() {
x
}
}
i <- h()
x <- 20
i()
```
The top-level `x` (bound to 20) is a red herring: using the regular scoping rules, `h()` looks first where it is defined and finds that the value associated with `x` is 10. However, it's still meaningful to ask what value `x` is associated with in the environment where `i()` is called: `x` is 10 in the environment where `h()` is defined, but it is 20 in the environment where `h()` is called.
We can access this environment using the unfortunately named `parent.frame()`. This function returns the __environment__ where the function was called. We can also use this function to look up the value of names in that environment:
```{r}
f2 <- function() {
x <- 10
function() {
def <- get("x", environment())
cll <- get("x", parent.frame())
list(defined = def, called = cll)
}
}
g2 <- f2()
x <- 20
str(g2())
```
In more complicated scenarios, there's not just one parent call, but a sequence of calls which lead all the way back to the initiating function, called from the top-level. The following code generates a call stack three levels deep. The open-ended arrows represent the calling environment of each execution environment.
```{r}
x <- 0
y <- 10
f <- function() {
x <- 1
g()
}
g <- function() {
x <- 2
h()
}
h <- function() {
x <- 3
x + y
}
f()
```
```{r, echo = FALSE}
knitr::include_graphics("diagrams/environments.png/calling.png")
```
<!-- Jenny: Should an arrow connecting an execution environment to its calling environment point the other way, i.e. arrow points from execution *to* the parent? I worked a version of the example where I actually print all these environments. Arrow pointing from execution env and to calling better reflects how you can actually determine these relationships. Shouldn't `f()` also have a calling environment = global environment?
To get the most out of this example, I also assigned different values to `y` inside `f()` and `g()`. The fact that `h()` will use its own value of `x` seems pretty obvious. What's more interesting is that `h()` will look to its enclosing environment (global env) for `y` and not its direct or indirect calling environments. It's really easy to think the wrong way about that, since most of the time people play with examples where enclosing and calling are both global env.
Other than triggering execution, what "good" is the calling environment to the callee? Or, rather, what effect does it have on the callee? Under regular scoping, it doesn't feel like there is anything? When I finished this chapter, I realized I still couldn't say much about the role of calling env.-->
Note that each execution environment has two parents: a calling environment and an enclosing environment. R's regular scoping rules only use the enclosing parent; `parent.frame()` allows you to access the calling parent.
Looking up variables in the calling environment rather than in the enclosing environment is called __dynamic scoping__. Few languages implement dynamic scoping (Emacs Lisp is a [notable exception](http://www.gnu.org/software/emacs/emacs-paper.html#SEC15).) This is because dynamic scoping makes it much harder to reason about how a function operates: not only do you need to know how it was defined, you also need to know in what context it was called. Dynamic scoping is primarily useful for developing functions that aid interactive data analysis. It is one of the topics discussed in [non-standard evaluation](#nse). \index{scoping!dynamic} \index{dynamic scoping}
### Exercises
1. List the four environments associated with a function. What does each one
do? Why is the distinction between enclosing and binding environments
particularly important?
1. Draw a diagram that shows the enclosing environments of this function:
```{r, eval = FALSE}
f1 <- function(x1) {
f2 <- function(x2) {
f3 <- function(x3) {
x1 + x2 + x3
}
f3(3)
}
f2(2)
}
f1(1)
```
1. Expand your previous diagram to show function bindings.
1. Expand it again to show the execution and calling environments.
1. Write an enhanced version of `str()` that provides more information
about functions. Show where the function was found and what environment
it was defined in.
<!-- Jenny: I don't see how to do the "draw a diagram" exercise in 3 separate steps: [1] enclosing, then [2] binding, then [3] execution & calling environments. Because 2 of the 3 enclosing environments *are* execution environments.-->
## Binding names to values {#binding}
Assignment is the act of binding (or rebinding) a name to a value in an environment. It is the counterpart to scoping, the set of rules that determines how to find the value associated with a name. Compared to most languages, R has extremely flexible tools for binding names to values. In fact, you can not only bind values to names, but you can also bind expressions (promises) or even functions, so that every time you access the value associated with a name, you get something different! \index{bindings}
You've probably used regular assignment in R thousands of times. Regular assignment creates a binding between a name and an object in the current environment. Names usually consist of letters, digits, `.` and `_`, and can't begin with `_`. If you try to use a name that doesn't follow these rules, you get an error:
```{r, eval = FALSE}
_abc <- 1
# Error: unexpected input in "_"
```
Reserved words (like `TRUE`, `NULL`, `if`, and `function`) follow the rules but are reserved by R for other purposes:
```{r, eval = FALSE}
if <- 10
#> Error: unexpected assignment in "if <-"
```
A complete list of reserved words can be found in `?Reserved`. \index{reserved names} \indexc{`} \index{non-syntactic names}
It's possible to override the usual rules and use a name with any sequence of characters by surrounding the name with backticks:
```{r, eval = FALSE}
`a + b` <- 3
`:)` <- "smile"
` ` <- "spaces"
ls()
# [1] " " ":)" "a + b"
`:)`
# [1] "smile"
```
```{r, echo = FALSE}
begin_sidebar("Quotes")
```
You can also create non-syntactic bindings using single and double quotes instead of backticks, but I don't recommend it. The ability to use strings on the left hand side of the assignment arrow is a historical artefact, used before R supported backticks.
```{r, echo = FALSE}
end_sidebar()
```
The regular assignment arrow, `<-`, always creates a variable in the current environment. The deep assignment arrow, `<<-`, never creates a variable in the current environment, but instead modifies an existing variable found by walking up the parent environments.
```{r}
x <- 0
f <- function() {
x <<- 1
}
f()
x
```
If `<<-` doesn't find an existing variable, it will create one in the global environment. This is usually undesirable, because global variables introduce non-obvious dependencies between functions. `<<-` is most often used in conjunction with a closure, as described in [Closures](#closures).
There are two other special types of binding, delayed and active:
* Rather than assigning the result of an expression immediately, a
__delayed binding__ creates and stores a promise to evaluate the expression
when needed. We can create delayed bindings with the special assignment
operator `%<d-%`, provided by the pryr package.
```{r, cache = TRUE}
library(pryr)
system.time(b %<d-% {Sys.sleep(1); 1})
system.time(b)
```
`%<d-%` is a wrapper around the base `delayedAssign()` function, which you
may need to use directly if you need more control. Delayed bindings are
used to implement `autoload()`, which makes R behave as if the package data
is in memory, even though it's only loaded from disk when you ask for it.
\index{bindings!delayed}
* __Active__ are not bound to a constant object. Instead, they're re-computed
every time they're accessed:
```{r}
x %<a-% runif(1)
x
x
rm(x)
```
`%<a-%` is a wrapper for the base function `makeActiveBinding()`. You may
want to use this function directly if you want more control. Active
bindings are used to implement reference class fields.
\index{bindings!active}
### Exercises
1. What does this function do? How does it differ from `<<-` and why
might you prefer it?
```{r, error = TRUE}
rebind <- function(name, value, env = parent.frame()) {
if (identical(env, emptyenv())) {
stop("Can't find ", name, call. = FALSE)
} else if (exists(name, envir = env, inherits = FALSE)) {
assign(name, value, envir = env)
} else {
rebind(name, value, parent.env(env))
}
}
rebind("a", 10)
a <- 5
rebind("a", 10)
a
```
1. Create a version of `assign()` that will only bind new names, never
re-bind old names. Some programming languages only do this, and are known
as [single assignment languages][single assignment].
1. Write an assignment function that can do active, delayed, and locked
bindings. What might you call it? What arguments should it take? Can you
guess which sort of assignment it should do based on the input?
## Explicit environments {#explicit-envs}
As well as powering scoping, environments are also useful data structures in their own right because they have __reference semantics__. Unlike most objects in R, when you modify an environment, it does not make a copy. For example, look at this `modify()` function. \index{copy-on-modify!exceptions} \index{reference semantics}
```{r}
modify <- function(x) {
x$a <- 2
invisible()
}
```
If you apply it to a list, the original list is not changed because modifying a list actually creates and modifies a copy.
```{r}
x_l <- list()
x_l$a <- 1
modify(x_l)
x_l$a
```
However, if you apply it to an environment, the original environment _is_ modified:
```{r}
x_e <- new.env()
x_e$a <- 1
modify(x_e)
x_e$a
```
Just as you can use a list to pass data between functions, you can also use an environment. When creating your own environment, note that you should set its parent environment to be the empty environment. This ensures you don't accidentally inherit objects from somewhere else:
```{r, error = TRUE}
x <- 1
e1 <- new.env()
get("x", envir = e1)
e2 <- new.env(parent = emptyenv())
get("x", envir = e2)
```
Environments are data structures useful for solving three common problems:
* Avoiding copies of large data.
* Managing state within a package.
* Efficiently looking up values from names.
These are described in turn below.
### Avoiding copies
Since environments have reference semantics, you'll never accidentally create a copy. This makes it a useful vessel for large objects. It's a common technique for bioconductor packages which often have to manage large genomic objects. Changes to R 3.1.0 have made this use substantially less important because modifying a list no longer makes a deep copy. Previously, modifying a single element of a list would cause every element to be copied, an expensive operation if some elements are large. Now, modifying a list efficiently reuses existing vectors, saving much time.
### Package state
Explicit environments are useful in packages because they allow you to maintain state across function calls. Normally, objects in a package are locked, so you can't modify them directly. Instead, you can do something like this:
```{r}
my_env <- new.env(parent = emptyenv())
my_env$a <- 1
get_a <- function() {
my_env$a
}
set_a <- function(value) {
old <- my_env$a
my_env$a <- value
invisible(old)
}
```
Returning the old value from setter functions is a good pattern because it makes it easier to reset the previous value in conjunction with `on.exit()` (see more in [on exit](#on-exit)).
### As a hashmap
A hashmap is a data structure that takes constant, O(1), time to find an object based on its name. Environments provide this behaviour by default, so can be used to simulate a hashmap. See the CRAN package `hash` for a complete development of this idea. \index{hashmaps} \index{dictionaries}
## Quiz answers {#env-answers}
1. There are four ways: every object in an environment must have a name;
order doesn't matter; environments have parents; environments have
reference semantics.
1. The parent of the global environment is the last package that you
loaded. The only environment that doesn't have a parent is the empty
environment.
1. The enclosing environment of a function is the environment where it
was created. It determines where a function looks for variables.
1. Use `parent.frame()`.
1. `<-` always creates a binding in the current environment; `<<-`
rebinds an existing name in a parent of the current environment.
[single assignment]:http://en.wikipedia.org/wiki/Assignment_(computer_science)#Single_assignment