doc-src/System/basics.tex
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% $Id$
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\chapter{The Isabelle system environment}
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This manual describes Isabelle together with related tools and user interfaces
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as seen from an outside (system oriented) view.  See also the
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\emph{Isabelle/Isar Reference Manual}~\cite{isabelle-isar-ref} and the
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\emph{Isabelle Reference Manual}~\cite{isabelle-ref} for the actual Isabelle
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commands and related functions.
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\medskip The Isabelle system environment emerges from a few general concepts.
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\begin{itemize}
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\item The \emph{Isabelle settings mechanism} provides environment variables to
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  all Isabelle programs (including tools and user interfaces).
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\item The \emph{Isabelle tools wrapper} (\ttindex{isatool}) provides a generic
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  startup platform for Isabelle related utilities.  Thus tools automatically
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  benefit from the settings mechanism.
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\item The raw \emph{Isabelle process} (\ttindex{isabelle} or
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  \texttt{isabelle-process}) runs logic sessions either interactively or in
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  batch mode.  In particular, this view abstracts over the invocation of the
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  actual {\ML} system to be used.
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\item The \emph{Isabelle interface wrapper} (\ttindex{Isabelle} or
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  \texttt{isabelle-interface}) provides some abstraction over the actual user
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  interface to be used.  The de-facto standard interface for Isabelle is
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  Proof~General \cite{proofgeneral}.
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\end{itemize}
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\medskip The beginning user would probably just run the default user interface
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(by invoking the capital \texttt{Isabelle}).  This assumes that the system has
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already been installed, of course.  In case you have to do this yourself, see
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the \ttindex{INSTALL} file in the top-level directory of the distribution of
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how to proceed; binary packages for various system components are available as
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well.
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\section{Isabelle settings} \label{sec:settings}
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The Isabelle system heavily depends on the \emph{settings
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  mechanism}\indexbold{settings}.  Essentially, this is a statically scoped
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collection of environment variables, such as \texttt{ISABELLE_HOME},
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\texttt{ML_SYSTEM}, \texttt{ML_HOME}.  These variables are \emph{not} intended
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to be set directly from the shell, though.  Isabelle employs a somewhat more
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sophisticated scheme of \emph{settings files} --- one for site-wide defaults,
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another for additional user-specific modifications.  With all configuration
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variables in at most two places, this scheme is more maintainable and
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user-friendly than global shell environment variables.
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In particular, we avoid the typical situation where prospective users of a
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software package are told to put several things into their shell startup
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scripts, before being able to actually run the program. Isabelle requires none
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such administrative chores of its end-users --- the executables can be invoked
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straight away.\footnote{Occasionally, users would still want to put the
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  Isabelle \texttt{bin} directory into their shell's search path, but this is
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  not required.}
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\subsection{Building the environment}
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Whenever any of the Isabelle executables is run, their settings environment is
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put together as follows.
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\begin{enumerate}
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\item The special variable \settdx{ISABELLE_HOME} is determined automatically
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  from the location of the binary that has been run.
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  You should not try to set \texttt{ISABELLE_HOME} manually. Also note that
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  the Isabelle executables either have to be run from their original location
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  in the distribution directory, or via the executable objects created by the
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  \texttt{install} utility (see \S\ref{sec:tool-install}).  Just doing a plain
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  copy of the \texttt{bin} files will not work!
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\item The file \texttt{\$ISABELLE_HOME/etc/settings} ist run as a shell script
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  with the auto-export option for variables enabled.
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  This file holds a rather long list of shell variable assigments, thus
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  providing the site-wide default settings.  The Isabelle distribution already
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  contains a global settings file with sensible defaults for most variables.
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  When installing the system, only a few of these may have to be adapted
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  (probably \texttt{ML_SYSTEM} etc.).
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\item The file \texttt{\$ISABELLE_HOME_USER/etc/settings} (if it exists) is
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  run in the same way as the site default settings. Note that the variable
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  \texttt{ISABELLE_HOME_USER} has already been set before --- usually to
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  \texttt{\~\relax/isabelle}.
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  Thus individual users may override the site-wide defaults. See also file
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  \texttt{etc/user-settings.sample} in the distribution.  Typically, a user
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  settings file would contain only a few lines, just the assigments that are
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  really changed.  One should definitely \emph{not} start with a full copy the
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  basic \texttt{\$ISABELLE_HOME/etc/settings}. This could cause very annoying
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  maintainance problems later, when the Isabelle installation is updated or
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  changed otherwise.
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\end{enumerate}
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Note that settings files are actually full GNU bash scripts. So one may use
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complex shell commands, such as \texttt{if} or \texttt{case} statements to set
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variables depending on the system architecture or other environment variables.
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Such advanced features should be added only with great care, though. In
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particular, external environment references should be kept at a minimum.
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\medskip A few variables are somewhat special:
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\begin{itemize}
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\item \settdx{ISABELLE} and \settdx{ISATOOL} are set automatically to the
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  absolute path names of the \texttt{isabelle-process} and \texttt{isatool}
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  executables, respectively.
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\item \settdx{ISABELLE_OUTPUT} will have the {\ML} system identifier
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  (according to \texttt{ML_IDENTIFIER}) automatically appended to its value.
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\end{itemize}
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\medskip The Isabelle settings scheme is conceptually simple, but not
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completely trivial.  For debugging purposes, the resulting environment may be
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inspected with the \texttt{getenv} utility, see \S\ref{sec:tool-getenv}.
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\subsection{Common variables}
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This is a reference of common Isabelle settings variables. Note that the list
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is somewhat open-ended. Third-party utilities or interfaces may add their own
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selection. Variables that are special in some sense are marked with *.
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\begin{description}
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\item[\settdx{ISABELLE_HOME}*] is the location of the top-level Isabelle
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  distribution directory. This is automatically determined from the Isabelle
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  executable that has been invoked.  Do not attempt to set
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  \texttt{ISABELLE_HOME} yourself from the shell.
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\item[\settdx{ISABELLE_HOME_USER}] is the user-specific counterpart of
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  \texttt{ISABELLE_HOME}. The default value is \texttt{\~\relax/isabelle},
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  under rare circumstances this may be changed in the global setting file.
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  Typically, the \texttt{ISABELLE_HOME_USER} directory mimics
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  \texttt{ISABELLE_HOME} to some extend. In particular, site-wide defaults may
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  be overridden by a private \texttt{etc/settings}.
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\item[\settdx{ISABELLE}*, \settdx{ISATOOL}*] are automatically set to the full
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  path names of the \texttt{isabelle-process} and \texttt{isatool}
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  executables, respectively.  Thus other tools and scripts need not assume
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  that the Isabelle \texttt{bin} directory is on the current search path of
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  the shell.
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\item[\settdx{ML_SYSTEM}, \settdx{ML_HOME}, \settdx{ML_OPTIONS},
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  \settdx{ML_PLATFORM}, \settdx{ML_IDENTIFIER}*] specify the underlying {\ML}
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  system to be used for Isabelle.  There is only a fixed set of admissable
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  \texttt{ML_SYSTEM} names (see the \texttt{etc/settings} file of the
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  distribution).
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  The actual compiler binary will be run from the directory \texttt{ML_HOME},
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  with \texttt{ML_OPTIONS} as first arguments on the command line.  The
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  optional \texttt{ML_PLATFORM} may specify the binary format of ML heap
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  images, which is useful for cross-platform installations.  The value of
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  \texttt{ML_IDENTIFIER} is automatically obtained by composing the
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  \texttt{ML_SYSTEM} and \texttt{ML_PLATFORM} values.
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\item[\settdx{ISABELLE_PATH}] is a list of directories (separated by colons)
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  where Isabelle logic images may reside.  When looking up heaps files, the
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  value of \texttt{ML_IDENTIFIER} is appended to each component internally.
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\item[\settdx{ISABELLE_OUTPUT}*] is a directory where output heap files should
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  be stored by default. The \texttt{ML_SYSTEM} identifier is appended here,
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  too.
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\item[\settdx{ISABELLE_BROWSER_INFO}] is the directory where theory browser
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  information (HTML text, graph data, and printable documents) is stored (see
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  also \S\ref{sec:info}).  The default value is
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  \texttt{\$ISABELLE_HOME_USER/browser_info}.
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\item[\settdx{ISABELLE_LOGIC}] specifies the default logic to load if none is
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  given explicitely by the user.  The default value is \texttt{HOL}.
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\item[\settdx{ISABELLE_USEDIR_OPTIONS}] is implicitly prefixed to the command
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  line of any \texttt{isatool usedir} invocation (see also
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  \S\ref{sec:tool-usedir}). This typically contains compilation options for
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  object-logics --- \texttt{usedir} is the basic utility for managing logic
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  sessions (cf.\ the \texttt{IsaMakefile}s in the distribution).
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\item[\settdx{ISABELLE_LATEX}, \settdx{ISABELLE_PDFLATEX},
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  \settdx{ISABELLE_BIBTEX}, \settdx{ISABELLE_DVIPS}] refer to {\LaTeX} related
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  tools for Isabelle document preparation (see also \S\ref{sec:tool-latex}).
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\item[\settdx{ISABELLE_TOOLS}] is a colon separated list of directories that
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  are scanned by \texttt{isatool} for external utility programs (see also
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  \S\ref{sec:isatool}).
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\item[\settdx{ISABELLE_DOCS}] is a colon separated list of directories with
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  documentation files.
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\item[\settdx{ISABELLE_DOC_FORMAT}] specifies the preferred document format,
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  typically \texttt{dvi} or \texttt{pdf}.
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\item[\settdx{DVI_VIEWER}] specifies the command to be used for displaying
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  \texttt{dvi} files.
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\item[\settdx{PDF_VIEWER}] specifies the command to be used for displaying
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  \texttt{pdf} files.
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\item[\settdx{PRINT_COMMAND}] specifies the standard printer spool command,
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  which is expected to accept \texttt{ps} files.
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\item[\settdx{ISABELLE_TMP_PREFIX}*] is the prefix from which any running
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  \texttt{isabelle} process derives an individual directory for temporary
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  files.  The default is somewhere in \texttt{/tmp}.
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\item[\settdx{ISABELLE_INTERFACE}] is an identifier that specifies the actual
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  user interface that the capital \texttt{Isabelle} or
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  \texttt{isabelle-interface} should invoke.  See \S\ref{sec:interface} for
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  more details.
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\end{description}
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\section{The Isabelle tools wrapper} \label{sec:isatool}
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All Isabelle related utilities are called via a common wrapper ---
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\ttindex{isatool}:
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\begin{ttbox}
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Usage: isatool TOOL [ARGS ...]
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  Start Isabelle utility program TOOL with ARGS. Pass "-?" to TOOL
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  for more specific help.
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  Available tools are:
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    browser - Isabelle graph browser
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    \dots
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\end{ttbox}
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In principle, Isabelle tools are ordinary executable scripts that are run
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within the Isabelle settings environment, see \S\ref{sec:settings}.  The set
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of available tools is collected by \texttt{isatool} from the directories
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listed in the \texttt{ISABELLE_TOOLS} setting.  Do not try to call the scripts
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directly from the shell.  Neither should you add the tool directories to your
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shell's search path!
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\subsubsection*{Examples}
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Show the list of available documentation of the current Isabelle installation
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like this:
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\begin{ttbox}
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  isatool doc
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\end{ttbox}
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View a certain document as follows:
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\begin{ttbox}
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  isatool doc isar-ref
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\end{ttbox}
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Create an Isabelle session derived from HOL (see also \S\ref{sec:tool-mkdir}
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and \S\ref{sec:tool-make}):
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\begin{ttbox}
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  isatool mkdir HOL Test && isatool make
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\end{ttbox}
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Note that \texttt{isatool mkdir} is usually only invoked once; existing
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sessions (including document output etc.) are then updated by \texttt{isatool
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  make} alone.
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\section{The raw Isabelle process}
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The \ttindex{isabelle} (or \ttindex{isabelle-process}) executable runs
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bare-bones Isabelle logic sessions --- either interactively or in batch mode.
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It provides an abstraction over the underlying {\ML} system, and over the
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actual heap file locations.  Its usage is:
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\begin{ttbox}
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Usage: isabelle [OPTIONS] [INPUT] [OUTPUT]
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  Options are:
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    -C           tell ML system to copy output image
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    -I           startup Isar interaction mode
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    -P           startup Proof General interaction mode
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    -c           tell ML system to compress output image
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    -e MLTEXT    pass MLTEXT to the ML session
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    -f           pass 'Session.finish();' to the ML session
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    -m MODE      add print mode for output
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    -q           non-interactive session
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    -r           open heap file read-only
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    -u           pass 'use"ROOT.ML";' to the ML session
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    -w           reset write permissions on OUTPUT
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  INPUT (default "\$ISABELLE_LOGIC") and OUTPUT specify in/out heaps.
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  These are either names to be searched in the Isabelle path, or
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  actual file names (containing at least one /).
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  If INPUT is "RAW_ML_SYSTEM", just start the bare bones ML system.
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\end{ttbox}
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Input files without path specifications are looked up in the
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\texttt{ISABELLE_PATH} setting, which may consist of multiple components
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separated by colons --- these are tried in the given order with the value of
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\texttt{ML_IDENTIFIER} appended internally.  In a similar way, base names are
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relative to the directory specified by \texttt{ISABELLE_OUTPUT}.  In any case,
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actual file locations may also be given by including at least one slash
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(\texttt{/}) in the name (hint: use \texttt{./} to refer to the current
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directory).
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\subsection*{Options}
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If the input heap file does not have write permission bits set, or the
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\texttt{-r} option is given explicitely, then the session started will be
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read-only.  That is, the {\ML} world cannot be committed back into the image
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file.  Otherwise, a writable session enables commits into either the input
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file, or into another output heap file (if that is given as the second
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argument on the command line).
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The read-write state of sessions is determined at startup only, it cannot be
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changed intermediately. Also note that heap images may require considerable
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amounts of disk space (approximately 20--40~MB). Users are responsible for
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themselves to dispose their heap files when they are no longer needed.
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\medskip The \texttt{-w} option makes the output heap file read-only after
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terminating.  Thus subsequent invocations cause the logic image to be
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read-only automatically.
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\medskip The \texttt{-c} option tells the underlying ML system to compress the
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output heap (fully transparently).  On Poly/ML for example, the image is
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garbage collected and all stored values are maximally shared, resulting in up
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to 50\% less disk space consumption.
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\medskip The \texttt{-C} option tells the ML system to produce a completely
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self-contained output image, probably including a copy of the ML runtime
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system itself.
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\medskip Using the \texttt{-e} option, arbitrary {\ML} code may be passed to
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the Isabelle session from the command line. Multiple \texttt{-e}'s are
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evaluated in the given order. Strange things may happen when errorneous {\ML}
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   326
code is provided. Also make sure that the {\ML} commands are terminated
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properly by semicolon.
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\medskip The \texttt{-u} option is a shortcut for \texttt{-e} passing
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``\texttt{use"ROOT.ML";}'' to the {\ML} session.  The \texttt{-f} option
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passes ``\texttt{Session.finish();}'', which is intended mainly for
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administrative purposes.
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   334
\medskip The \texttt{-m} option adds identifiers of print modes to be made
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   335
active for this session. Typically, this is used by some user interface, e.g.\ 
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   336
to enable output of proper mathematical symbols.
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\medskip Isabelle normally enters an interactive top-level loop (after
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   339
processing the \texttt{-e} texts). The \texttt{-q} option inhibits
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   340
interaction, thus providing a pure batch mode facility.
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a3881c1f1d3c isabelle -I;
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\medskip The \texttt{-I} option makes Isabelle enter Isar interaction mode on
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startup, instead of the primitive {\ML} top-level.  The \texttt{-P} option
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   344
configures the top-level loop for interaction with the Proof~General user
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interface; do not enable this in plain TTY sessions.
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\subsection*{Examples}
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Run an interactive session of the default object-logic (as specified
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by the \texttt{ISABELLE_LOGIC} setting) like this:
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\begin{ttbox}
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isabelle
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\end{ttbox}
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Usually \texttt{ISABELLE_LOGIC} refers to one of the standard logic
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   356
images, which are read-only by default.  A writable session --- based
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on \texttt{FOL}, but output to \texttt{Foo} (in the directory
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specified by the \texttt{ISABELLE_OUTPUT} setting) --- may be invoked
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as follows:
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\begin{ttbox}
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isabelle FOL Foo
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\end{ttbox}
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   363
Ending this session normally (e.g.\ by typing control-D) dumps the whole {\ML}
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   364
system state into \texttt{Foo}. Be prepared for several tens of megabytes.
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The \texttt{Foo} session may be continued later (still in writable
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state) by:
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\begin{ttbox}
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isabelle Foo
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   370
\end{ttbox}
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A read-only \texttt{Foo} session may be started by:
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   372
\begin{ttbox}
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isabelle -r Foo
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   374
\end{ttbox}
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\medskip Note that manual session management like this does \emph{not} provide
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proper setup for theory presentation.  This would require the \texttt{usedir}
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utility, see \S\ref{sec:tool-usedir}.
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\bigskip The next example demonstrates batch execution of Isabelle. We print a
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certain theorem of \texttt{FOL}:
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\begin{ttbox}
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isabelle -e "prth allE;" -q -r FOL
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\end{ttbox}
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Note that the output text will be interspersed with additional junk messages
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by the {\ML} runtime environment.
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\section{The Isabelle interface wrapper}\label{sec:interface}
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Isabelle is a generic theorem prover, even w.r.t.\ its user interface.  The
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\ttindex{Isabelle} (or \ttindex{isabelle-interface}) executable provides a
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uniform way for end-users to invoke a certain interface; which one to start is
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determined by the \settdx{ISABELLE_INTERFACE} setting variable, which should
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give a full path specification to the actual executable.  Also note that the
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\texttt{install} utility provides some options to install desktop environment
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icons (see \S\ref{sec:tool-install}).
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Presently, the most prominent Isabelle interface is
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Proof~General~\cite{proofgeneral}\index{user interface!Proof General}.  There
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are separate versions for the raw ML top-level and the proper Isabelle/Isar
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interpreter loop.  The Proof~General distribution includes separate interface
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wrapper scripts (in \texttt{ProofGeneral/isa} and \texttt{ProofGeneral/isar})
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for either of these.  The canonical settings for Isabelle/Isar are as follows:
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\begin{ttbox}
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ISABELLE_INTERFACE=\$ISABELLE_HOME/contrib/ProofGeneral/isar/interface
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PROOFGENERAL_OPTIONS=""
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\end{ttbox}
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Thus \texttt{Isabelle} would automatically invoke Emacs with proper setup of
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the Proof~General Lisp packages.  There are some options available, such as
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\texttt{-l} for passing the logic image to be used by default, or \texttt{-m}
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to tune the standard print mode.  The \texttt{-I} option allows to switch
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between the Isar and ML view, independently of the interface script being
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used.
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\medskip Note that the world may be also seen the other way round: Emacs may
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be started first (with proper setup of Proof~General mode), and
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\texttt{isabelle} run from within.  This requires further Emacs Lisp
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configuration, see the Proof~General documentation \cite{proofgeneral} for
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more information.
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%%% Local Variables:
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%%% mode: latex
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%%% TeX-master: "system"
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%%% End: