PUMS update process

Equity Tracker Update Process (October 2024)

OPTIONAL, but recommended for file management

1. Navigate to the update tab in the indicator spreadsheet and add your name and the date next to the indicator you are updating
2. From the …\GitHub\equity-tracker\data-visualization\tracker-webpage-content indicator folder: save the previous data-gen and vis scripts to the T drive or another temporary spot for reference (it may make it easier to add ‘-old’, like f01-data-gen-median-income-old.Rmd, to the end of the name so that you can open them at the same time as the new scripts and you won’t be confused by the names)

Set up folders

3. From the …\GitHub\equity-tracker\data-visualization\ folder: copy the data-gen-pums-template-update.Rmd and vis-pums-template-update.Rmd to the GitHub indicator folder, rename using the correct naming format (X##-indicator) based on your indicator (overwriting/deleting the previous versions)

Only required for first update

4. In the Y:\Equity Indicators\tracker-webpage-content indicator folder: create 2 new folders (‘archive’ and ‘update’). Within the new ‘update’ folder, create 2 subfolders (‘rda-data’ and ‘webpage-html-outputs’).
   • archive
   • update
     • rda-data
     • webpage-html-outputs

These new folders should be added to the indicator folder and should not replace any of the existing folders. After this step, there should be 4 folders: archive (new), rda-data, update (new), webpage-html-outputs.

Update and run/knit scripts

5. Adjust variables in data-gen and vis scripts to specific indicator, like before:
   • Run through the data-gen script > generate the map and chart .rda files
   • Adjust the inputs/variables in the vis script, including the insights & analysis (for reference check out the indicator webpages) – you may need to run the vis script if you would like to see the updated visuals
   • Knit vis script (x2) by adjusting the output type around line 47 and choosing the corresponding knit output format > .html and .docx files
   • Run the code chunks at the end of the vis script (under the ‘Transfer Files’ heading)
6. Update the tab in the indicator spreadsheet and message group about reviewing

Review and update webpage (Mary and Kristin have editor permissions)

7. Update the webpage text from .html and review new numbers and charts on webpage
   • Updating the data callouts, insights and analysis from the .html
   • Updating the source information – year spans under the map/charts