doc-src/System/present.tex
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%% $Id$
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\chapter{Presenting theories}
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Isabelle provides several ways to present the outcome of formal developments,
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including WWW-based browsable libraries or actual printable documents.
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Presentation is centered around the concept of \emph{logic sessions}.  The
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global session structure is that of a tree, with Isabelle \texttt{Pure} at its
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root, further object-logics derived (e.g.\ \texttt{HOLCF} from \texttt{HOL},
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and \texttt{HOL} from \texttt{Pure}), and application sessions in leave
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positions.  The latter usually do not have a separate {\ML} image.
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The \texttt{usedir} utility (see \S\ref{sec:tool-usedir}) provides the prime
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means for managing Isabelle sessions, including proper setup for presentation.
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\section{Generating theory browsing information} \label{sec:info}
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\index{theory browsing information|bold}
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As a side-effect of running a logic sessions, Isabelle is able to generate
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theory browsing information, including HTML documents that show a theory's
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definition, the theorems proved in its ML file and the relationship with its
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ancestors and descendants.  Besides the HTML file that is generated for every
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theory, Isabelle stores links to all theories in an index file. These indexes
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are linked with other indexes to represent the overall tree structure of logic
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sessions.
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Isabelle also generates graph files that represent the theory hierarchy of a
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logic.  There is a graph browser Java applet embedded in the generated HTML
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pages, and also a stand-alone application that allows browsing theory graphs
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without having to start a WWW browser first.  The latter version also includes
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features such as generating {\sc PostScript} files, which are not available in
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the applet version.  See \S\ref{sec:browse} for further information.
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\medskip
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In order to let Isabelle generate theory browsing information, simply append
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``\texttt{-i true}'' to the \settdx{ISABELLE_USEDIR_OPTIONS} setting before
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making a logic.  For example, in order to do this for {\FOL}, add this to your
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Isabelle settings file
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\begin{ttbox}
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ISABELLE_USEDIR_OPTIONS="-i true"
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\end{ttbox}
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and then change into the \texttt{src/FOL} directory of the Isabelle
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distribution and run \texttt{isatool make}, or even \texttt{isatool make all}.
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Some sessions (such as \texttt{HOL/Isar_examples}) even provide actual
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printable documents.  These are prepared automatically as well if enabled like
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this, using the \texttt{-d} option
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\begin{ttbox}
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ISABELLE_USEDIR_OPTIONS="-i true -d dvi"
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\end{ttbox}
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See \S\ref{sec:tool-document} for further information on Isabelle document
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preparation.
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\bigskip The theory browsing information is stored within the directory
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determined by the \settdx{ISABELLE_BROWSER_INFO} setting.  The
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\texttt{index.html} file located there provides an entry point to all standard
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Isabelle logics.  A complete HTML version of all object-logics and examples of
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the Isabelle distribution is available at
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\begin{center}\small
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  \begin{tabular}{l}
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    \url{http://www.cl.cam.ac.uk/Research/HVG/Isabelle/library/} \\
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    \url{http://isabelle.in.tum.de/library/} \\
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  \end{tabular}
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\end{center}
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\medskip
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The generated HTML document of any theory includes all theorems proved in the
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corresponding {\ML} file, provided these have been stored properly via
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\ttindex{qed}, \ttindex{qed_goal}, \ttindex{qed_goalw}, \ttindex{bind_thm},
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\ttindex{bind_thms} or \ttindex{store_thm} (see also \cite{isabelle-ref}).
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Section headings may be included in the presentation via the {\ML} function
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\begin{ttbox}\index{*section}
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section: string -> unit
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\end{ttbox}
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\medskip
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In order to present your own theories on the web, simply copy the whole
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\texttt{ISABELLE_BROWSER_INFO} directory to your WWW server, after generating
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browser info like this:
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\begin{ttbox}
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isatool usedir -i true HOL Foo
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\end{ttbox}
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This assumes that directory \texttt{Foo} contains some \texttt{ROOT.ML} file
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to load all your theories, and {\HOL} is your parent logic image.  Ideally,
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theory browser information would have been generated for {\HOL} already.
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Alternatively, one may specify an external link to an existing body of HTML
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data by giving \texttt{usedir} a \texttt{-P} option like this:
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\begin{ttbox}
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isatool usedir -i true -P http://isabelle.in.tum.de/library/ HOL Foo
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\end{ttbox}
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\section{Browsing theory graphs} \label{sec:browse}
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\index{theory graph browser|bold} 
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The graph browser is a tool for visualizing dependency graphs. Certain nodes
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of the graph (i.e.~theories) can be grouped together in ``directories'', whose
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contents may be hidden, thus enabling the user to filter out irrelevant
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information.  The browser is written in Java, it can be used both as a
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stand-alone application and as an applet.
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\subsection{Invoking the graph browser}
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The stand-alone version of the graph browser is wrapped up as an
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Isabelle tool called \tooldx{browser}:
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\begin{ttbox}
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Usage: browser [GRAPHFILE]
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\end{ttbox}
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When no filename is specified, the browser automatically changes to
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the directory \texttt{ISABELLE_BROWSER_INFO/graph/data}.
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\medskip The applet version of the browser can be invoked by opening the {\tt
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  index.html} file in the directory \texttt{ISABELLE_BROWSER_INFO} from your
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Web browser and selecting the version ``including theory graph browser''.
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There is also a link to the corresponding theory graph in every logic's {\tt
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  index.html} file.
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\subsection{Using the graph browser}
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The browser's main window, which is shown in figure
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\ref{browserwindow}, consists of two sub-windows: In the left
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sub-window, the directory tree is displayed. The graph itself is
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displayed in the right sub-window.
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\begin{figure}[ht]
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  \includegraphics[width=\textwidth]{browser_screenshot}
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  \caption{\label{browserwindow} Browser main window}
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\end{figure}
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\subsubsection*{The directory tree window}
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We describe the usage of the directory browser and the meaning of the
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different items in the browser window.
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\begin{itemize}
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\item A red arrow before a directory name indicates that the directory
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  is currently ``folded'', i.e.~the nodes in this directory are
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  collapsed to one single node. In the right sub-window, the names of
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  nodes corresponding to folded directories are enclosed in square
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  brackets and displayed in red color.
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\item A green downward arrow before a directory name indicates that
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  the directory is currently ``unfolded''. It can be folded by
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  clicking on the directory name.  Clicking on the name for a second
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  time unfolds the directory again.  Alternatively, a directory can
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  also be unfolded by clicking on the corresponding node in the right
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  sub-window.
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\item Blue arrows stand before ordinary node names. When clicking on such a
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  name (i.e.\ that of a theory), the graph display window focuses to the
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  corresponding node. Double clicking invokes a text viewer window in which
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  the contents of the theory file are displayed.
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\end{itemize}
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\subsubsection*{The graph display window}
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When pointing on an ordinary node, an upward and a downward arrow is
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shown.  Initially, both of these arrows are green. Clicking on the
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upward or downward arrow collapses all predecessor or successor nodes,
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respectively. The arrow's color then changes to red, indicating that
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the predecessor or successor nodes are currently collapsed. The node
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corresponding to the collapsed nodes has the name ``{\tt [....]}''. To
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uncollapse the nodes again, simply click on the red arrow or on the
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node with the name ``{\tt [....]}''. Similar to the directory browser,
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the contents of theory files can be displayed by double clicking on
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the corresponding node.
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\subsubsection*{The ``File'' menu}
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Please note that due to Java security restrictions this menu is not
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available in the applet version. The meaning of the menu items is as
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follows:
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\begin{description}
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\item[Open \dots] Open a new graph file.
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\item[Export to PostScript] Outputs the current graph in {\sc
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    PostScript} format, appropriately scaled to fit on one single
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  sheet of paper.  The resulting file can be printed directly.
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\item[Export to EPS] Outputs the current graph in Encapsulated {\sc
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    PostScript} format. The resulting file can be included in other
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  documents.
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\item[Quit] Quit the graph browser.
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\end{description}
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\subsection*{*Syntax of graph definition files}
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A graph definition file has the following syntax:
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\begin{eqnarray*}
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  \mbox{\it graph} & = & \{ \: \mbox{\it vertex \tt ;} \: \} ^ + \\
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  vertex & = & \mbox{\it vertexname} \: \mbox{\it vertexID} \: \mbox{\it dirname} \: [ \mbox{\tt +} ]
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  \: \mbox{\it path} \: [ \mbox{\tt <} | \mbox{\tt >} ] \: \{ \: \mbox{\it vertexID} \: \} ^ *
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\end{eqnarray*}
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The meaning of the items in a vertex description is as follows:
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\begin{description}
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\item[vertexname] The name of the vertex.
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\item[vertexID] The vertex identifier. Note that there may be two
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  vertices with equal names, whereas identifiers must be unique.
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\item[dirname] The name of the ``directory'' the vertex should be
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  placed in.  A ``{\tt +}'' sign after {\it dirname} indicates that
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  the nodes in the directory are initially visible. Directories are
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  initially invisible by default.
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\item[path] The path of the corresponding theory file. This is
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  specified relatively to the path of the graph definition file.
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\item[List of successor/predecessor nodes] A ``{\tt <}'' sign before
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  the list means that successor nodes are listed, a ``{\tt >}'' sign
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  means that predecessor nodes are listed. If neither ``{\tt <}'' nor
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  ``{\tt >}'' is found, the browser assumes that successor nodes are
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  listed.
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\end{description}
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\section{Preparing Isabelle session documents --- \texttt{isatool document}}
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\label{sec:tool-document}
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The \tooldx{document} utility prepares logic session documents, processing the
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sources both as provided by the user and generated by Isabelle.  Its usage is:
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\begin{ttbox}
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Usage: document [OPTIONS] [DIR]
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  Options are:
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    -o FORMAT    specify output format: dvi (default), dvi.gz, ps,
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                 ps.gz, pdf
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  Prepare the theory session document in DIR (default '.')
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  producing the specified output format.
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\end{ttbox}
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This tool is usually run automatically as part of the corresponding session,
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provided document preparation has been enabled (cf.\ the \texttt{-d} option of
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the \texttt{usedir} utility, \S\ref{sec:tool-usedir}).  It may be manually
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invoked on the generated browser information document output as well.
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\medskip Document preparation requires a properly setup ``\texttt{document}''
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directory within the logic session sources.  This directory is supposed to
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contain all the files needed to produce the final document --- apart from the
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actual theories which are generated by Isabelle.
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\medskip For simple documents, the \texttt{document} tool is smart enough to
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create any of the output formats, taking \texttt{root.tex} supplied by the
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user as a starting point.  This even includes multiple runs of {\LaTeX} to
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accommodate references and bibliographies (the latter assumes
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\texttt{root.bib} within the same directory).
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For complex documents, a separate \texttt{IsaMakefile} may be given instead.
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It should provide targets for any admissible document format; these have to
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produce corresponding output files named after \texttt{root} as well, e.g.\ 
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\texttt{root.dvi} for target format \texttt{dvi}.
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\medskip When running the session, Isabelle copies the original
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\texttt{document} directory into its proper place within
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\texttt{ISABELLE_BROWSER_INFO} according to the session path.  Then, for any
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processed theory $A$ some {\LaTeX} source is generated and put there as
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$A$\texttt{.tex}.  Furthermore, a list of all generated theory files is put
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into \texttt{session.tex}.  Typically, the root {\LaTeX} file provided by the
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user would include \texttt{session.tex} to get a document containing all the
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theories.
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The {\LaTeX} versions of the theories require some macros defined in
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\texttt{isabelle.sty} as distributed with Isabelle.  Doing
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\verb,\usepackage{isabelle}, somewhere in \texttt{root.tex} should work fine;
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the underlying Isabelle \texttt{latex} utility already includes an appropriate
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{\TeX} inputs path.
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%
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%FIXME not yet
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%If the text contains any references to Isabelle symbols (such as
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%\verb,\<forall>,) then \texttt{isabellesym.sty} should be included as well.
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%This package contains a standard set of {\LaTeX} macro definitions
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%\verb,\isasym,$foo$ corresponding to \verb,\<,$foo$\verb,>,.  The user may
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%refer to further symbols as well, simply by providing {\LaTeX} macros of the
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%same sort.
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%
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For proper setup of PDF documents (with hyperlinks, bookmarks, and thumbnail
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images), we recommend to include \verb,pdfsetup.sty, as well.  It is safe to
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do so even without using PDF~\LaTeX.
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\medskip As a final step, \texttt{isatool document} is run on the resulting
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\texttt{document} directory.  Thus the actual output document is built and
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installed in its proper place (as linked by the session's
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\texttt{index.html}).  Note that the generated sources are left as is.  While
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they may be safely deleted afterwards, this is \emph{not} done automatically.
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\section{Running {\LaTeX} within the Isabelle environment --- \texttt{isatool latex}}
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\label{sec:tool-latex}
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The \tooldx{latex} utility provides the basic interface for Isabelle document
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preparation.  Its usage is:
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\begin{ttbox}
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Usage: latex [OPTIONS] [FILE]
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  Options are:
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    -o FORMAT    specify output format: dvi (default), dvi.gz, ps,
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                 ps.gz, pdf, bbl, png
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  Run LaTeX (and related tools) on FILE (default root.tex),
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  producing the specified output format.
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\end{ttbox}
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Appropriate {\LaTeX}-related programs are run on the input file, according to
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the given output format: \texttt{latex}, \texttt{pdflatex}, \texttt{dvips},
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\texttt{bibtex} (for \texttt{bbl}), and \texttt{thumbpdf} (for \texttt{png}).
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The actual commands are determined from the settings environment
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(\texttt{ISABELLE_LATEX} etc., see \S\ref{sec:settings}).
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It is important to note that the {\LaTeX} inputs file space has to be properly
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setup to include the Isabelle styles.  Usually, this may be done by modifying
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the \settdx{TEXINPUTS} variable in settings like this:
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\begin{ttbox}
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TEXINPUTS="$ISABELLE_HOME/lib/texinputs:$TEXINPUTS"
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\end{ttbox}
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This is known to work with recent versions of the \textsl{teTeX} distribution.
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\section{Managing Isabelle logic sessions --- \texttt{isatool usedir}} \label{sec:tool-usedir}
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The \tooldx{usedir} utility builds object-logic images, or runs example
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sessions based on existing logics. Its usage is:
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   341
\begin{ttbox}
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   342
Usage: usedir LOGIC NAME
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   343
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  Options are:
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    -P PATH      set path for remote theory browsing information
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    -b           build mode (output heap image, using current dir)
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    -d FORMAT    build document as FORMAT (default false)
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    -i BOOL      generate theory browsing information,
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                 i.e. HTML / graph data (default false)
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    -r           reset session path
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    -s NAME      override session NAME
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  Build object-logic or run examples. Also creates browsing
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  information (HTML etc.) according to settings.
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  ISABELLE_USEDIR_OPTIONS=
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\end{ttbox}
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   359
Note that the value of the \settdx{ISABELLE_USEDIR_OPTIONS} setting is
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implicitly prefixed to \emph{any} \texttt{usedir} call. Since the
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\ttindex{IsaMakefile}s of all object-logics distributed with Isabelle just
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invoke \texttt{usedir} for the real work, one may control compilation options
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globally via above variable. In particular, generation of \rmindex{HTML}
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browsing information and document preparation is controlled here.
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\subsection*{Options}
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Basically, there are two different modes of operation: \emph{build mode}
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(enabled through the \texttt{-b} option) and \emph{example mode} (default).
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Calling \texttt{usedir} with \texttt{-b} runs \texttt{isabelle} with input
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image \texttt{LOGIC} and output to \texttt{NAME}, as provided on the command
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line. This will be a batch session, running \texttt{ROOT.ML} from the current
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directory and then quitting.  It is assumed that \texttt{ROOT.ML} contains all
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{\ML} commands required to build the logic.
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In example mode, \texttt{usedir} runs a read-only session of \texttt{LOGIC}
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and automatically runs \texttt{ROOT.ML} from within directory \texttt{NAME}.
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It assumes that this file contains appropriate {\ML} commands to run the
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desired examples.
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\medskip The \texttt{-i} option controls theory browser data generation. It
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may be explicitly turned on or off --- as usual, the last occurrence of
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\texttt{-i} on the command line wins.  The \texttt{-P} option specifies a path
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(or actual URL) to be prefixed to any \emph{non-local} reference of existing
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theories.  Thus user sessions may easily link to existing Isabelle libraries
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already present on the WWW.
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\medskip The \texttt{-d} option controls document preparation.  Valid
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arguments are \texttt{false} (do not prepare any document; this is default),
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or any of \texttt{dvi}, \texttt{dvi.gz}, \texttt{ps}, \texttt{ps.gz},
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\texttt{pdf}.  The logic session has to provide a properly setup
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\texttt{document} directory.  See \S\ref{sec:tool-document} and
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\S\ref{sec:tool-latex} for more details.
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\medskip Any \texttt{usedir} session is named by some \emph{session
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  identifier}. These accumulate, documenting the way sessions depend on
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others. For example, consider \texttt{Pure/FOL/ex}, which refers to the
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examples of {\FOL}, which in turn is built upon {\Pure}.
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The current session's identifier is by default just the base name of the
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\texttt{LOGIC} argument (in build mode), or of the \texttt{NAME} argument (in
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example mode). This may be overridden explicitly via the \texttt{-s} option.
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\subsection*{Examples}
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Refer to the \texttt{IsaMakefile}s of the Isabelle distribution's
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object-logics as a model for your own developments.  For example, see
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\texttt{src/FOL/IsaMakefile}.
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%%% Local Variables: 
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%%% mode: latex
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%%% TeX-master: "system"
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%%% End: