Getting Started with Linux

A practical guide for researchers transitioning to Linux for computational work, covering essential commands and workflow setup.
linux
computational-science
tutorial
Author

Joseph Frimpong

Published

November 17, 2023

As a computational materials scientist, Linux has become an indispensable part of my daily workflow. Whether you’re running density functional theory calculations, managing large datasets, or developing scientific software, Linux provides the power and flexibility needed for serious computational work.

If you’re new to Linux or considering making the switch from Windows or macOS for your research work, this guide will help you get started with confidence.

Why Linux for Scientific Computing?

Before diving into the technical details, let’s understand why Linux is so popular in the scientific computing community:

Performance and Efficiency

  • Direct hardware access: Linux provides better control over system resources
  • Lower overhead: More of your computer’s power goes to your calculations
  • Stability: Long-running computations benefit from Linux’s reliability

Package Management

  • Easy installation of scientific software through package managers
  • Consistent dependency management
  • Access to cutting-edge research tools

High-Performance Computing (HPC) Integration

  • Most supercomputers and clusters run Linux
  • Seamless workflow from desktop to HPC systems
  • Better job scheduling and resource management tools

Essential Commands for Scientists

Here are the Linux commands I use most frequently in my research work:

File and Directory Operations

# Navigate directories
cd /path/to/your/research
pwd  # Print current directory
ls -la  # List files with details

# File operations
cp source_file destination  # Copy files
mv old_name new_name        # Move/rename files
mkdir new_directory         # Create directory
rm -rf directory_name       # Remove directory and contents (use carefully!)

Text Processing and Data Analysis

# View file contents
head -n 20 data_file.txt    # First 20 lines
tail -n 10 output.log       # Last 10 lines
grep "ERROR" calculation.log # Search for patterns

# Count lines, words, characters
wc -l data_file.txt

# Sort and process data
sort data.txt | uniq -c     # Sort and count unique entries

Process Management

# Monitor system resources
top                         # Real-time process monitor
htop                       # Enhanced process monitor (if installed)
ps aux | grep python       # Find Python processes

# Job control
nohup python script.py &   # Run command in background
jobs                       # List active jobs
kill PID                   # Terminate process by ID

Setting Up Your Research Environment

Python Environment Management

For computational work, I highly recommend using conda to manage your Python environments:

# Install Miniconda (lightweight conda)
wget https://repo.anaconda.com/miniconda/Miniconda3-latest-Linux-x86_64.sh
bash Miniconda3-latest-Linux-x86_64.sh

# Create environment for your research
conda create -n computational-chem python=3.9
conda activate computational-chem

# Install essential scientific packages
conda install numpy scipy matplotlib pandas
conda install jupyter notebook
pip install ase  # Atomic Simulation Environment

Text Editors for Code and Scripts

Choose a text editor you’re comfortable with. Here are popular options:

Nano (beginner-friendly):

nano my_script.py

Vim (powerful but steeper learning curve):

vim my_script.py  # Press 'i' to insert, 'Esc' then ':wq' to save and quit

VS Code (graphical, if you prefer):

code my_script.py  # If VS Code is installed

Version Control with Git

Essential for tracking your research code:

# Configure Git (one-time setup)
git config --global user.name "Your Name"
git config --global user.email "your.email@institution.edu"

# Initialize a repository for your project
cd my_research_project
git init
git add .
git commit -m "Initial commit"

# Connect to GitHub/GitLab
git remote add origin https://github.com/username/project.git
git push -u origin main

Workflow Tips for Computational Research

Organizing Your Projects

I recommend this directory structure for research projects:

research_project/
├── data/           # Raw and processed data
├── scripts/        # Analysis and processing scripts
├── notebooks/      # Jupyter notebooks
├── results/        # Output files and figures
├── docs/           # Documentation and notes
└── README.md       # Project description

Running Long Calculations

For computationally intensive work:

# Use screen or tmux for persistent sessions
screen -S calculation_name
# Your long-running command here
python expensive_calculation.py

# Detach with Ctrl+A then D
# Reattach later with: screen -r calculation_name

Monitoring System Resources

Keep an eye on system usage during calculations:

# Monitor GPU usage (if using CUDA)
nvidia-smi

# Check disk space
df -h

# Monitor memory usage
free -h

# Watch file changes in real-time
tail -f output.log

Common Pitfalls and Solutions

File Permissions

If you get “permission denied” errors:

chmod +x script.py          # Make file executable
chmod 755 directory_name    # Set directory permissions

Path Issues

Make sure your programs are in your PATH:

echo $PATH                  # Check current PATH
export PATH=$PATH:/new/path # Add to PATH temporarily

For permanent changes, add the export line to your ~/.bashrc file.

SSH and Remote Access

For working on remote servers:

# Generate SSH key (one-time)
ssh-keygen -t rsa

# Connect to remote server
ssh username@server.institution.edu

# Copy files to/from remote server
scp local_file.txt username@server:/remote/path/
rsync -av local_directory/ username@server:/remote/directory/

Next Steps

Once you’re comfortable with these basics, consider exploring:

  • Shell scripting: Automate repetitive tasks
  • Docker containers: Reproducible computational environments
  • Job schedulers: SLURM for HPC systems
  • Advanced text processing: awk, sed for data manipulation

Resources for Continued Learning

  • The Linux Command Line by William Shotts (free online)
  • Software Carpentry workshops and materials
  • Linux Academy or Linux Professional Institute for structured learning

Conclusion

Transitioning to Linux might seem daunting at first, but the investment in learning pays dividends in computational efficiency and workflow flexibility. Start with these basics, practice regularly, and don’t hesitate to use the excellent documentation available (man command_name shows manual pages for any command).

Remember, even experienced Linux users regularly look up commands and syntax—it’s not about memorizing everything, but about understanding the concepts and knowing how to find information when you need it.


Have questions about getting started with Linux for research? Feel free to reach out—I’m happy to help fellow researchers navigate this transition!