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Pyserini: Detailed Installation Guide

We recommend Python 3.8 for Pyserini. At a high level, we try to keep our requirements.txt up to date. Pyserini has a number of important dependencies:

For sparse retrieval, Pyserini depends on Anserini, which is built on Lucene. PyJNIus is used to interact with the JVM.

For dense retrieval (since it involves neural networks), we need the 🤗 Transformers library, PyTorch, and Faiss (specifically faiss-cpu; we currently don't support faiss-gpu). A pip installation will automatically pull in the first to satisfy the package requirements, but since the other two may require platform-specific custom configuration, they are not explicitly listed in the package requirements. We leave the installation of these packages to you (but provide detailed instructions below).

In general, our development team tries to keep dependent packages at the same versions and upgrade in lockstep. As of Pyserini v0.14.0, our "reference" configuration is a Linux machine running Ubuntu 18.04 with faiss-cpu==1.7.0, transformers==4.6.0, and torch==1.8.1. This is the configuration used to run our many regression tests. In most cases results have also been reproduced on macOS with the same dependency versions. With other versions of the dependent packages, as they say, your mileage may vary...

Preliminaries

Below is a step-by-step Pyserini installation guide based on Python 3.8. We recommend using Anaconda and assume you have already installed it.

Create new environment:

$ conda create -n pyserini python=3.8
$ conda activate pyserini

If you do not already have JDK 11 installed, install via conda:

$ conda install -c conda-forge openjdk=11

If your system already has JDK 11 installed, the above step can be skipped. Use java --version to check one way or the other.

Pip Installation

If you're just using Pyserini, a pip installation with suffice; this contrasts with a development installation (details below).

$ pip install pyserini

As discussed above, installation of PyTorch can be a bit tricky, so we ask you to do it separately:

$ pip install torch==1.8.1 torchvision==0.9.1 torchaudio===0.8.1 -f https://download.pytorch.org/whl/torch_stable.html

And installing Faiss:

$ conda install faiss-cpu -c pytorch

By this point, Pyserini should have been installed. For the impatient, that's it!

However, it might be worthwhile to do a bit of sanity checking, per below. Be warned, though, that these represent "real" retrieval experiments and may take some time to run.

To confirm that bag-of-words retrieval is working correctly, you can run the BM25 baseline on the MS MARCO passage ranking task:

$ python -m pyserini.search \
    --topics msmarco-passage-dev-subset \
    --index msmarco-passage \
    --output run.msmarco-passage.txt \
    --output-format msmarco \
    --bm25

$ python -m pyserini.eval.msmarco_passage_eval msmarco-passage-dev-subset run.msmarco-passage.txt
#####################
MRR @10: 0.18741227770955546
QueriesRanked: 6980
#####################

To confirm that dense retrieval is working correctly, you can run our TCT-ColBERT (v2) model on the MS MARCO passage ranking task:

$ python -m pyserini.dsearch \
    --topics msmarco-passage-dev-subset \
    --index msmarco-passage-tct_colbert-v2-bf \
    --encoded-queries tct_colbert-v2-msmarco-passage-dev-subset \
    --batch-size 36 \
    --threads 12 \
    --output runs/run.msmarco-passage.tct_colbert-v2.bf.tsv \
    --output-format msmarco

$ python -m pyserini.eval.msmarco_passage_eval msmarco-passage-dev-subset runs/run.msmarco-passage.tct_colbert-v2.bf.tsv
#####################
MRR @10: 0.3440
QueriesRanked: 6980
#####################

If everything is working properly, you should be able to reproduce the results above.

Development Installation

If you're planning on just using Pyserini, then the pip instructions above are fine. However, if you're planning on contributing to the codebase or want to work with the latest not-yet-released features, you'll need a development installation.

Start with creating a new conda environment:

$ conda create -n pyserini-dev python=3.8
$ conda activate pyserini-dev

In addition to JDK 11, you'll also need Maven. If Maven isn't already installed, you can install with conda as follows:

$ conda install -c conda-forge maven

Clone the Pyserini repo with the --recurse-submodules option to make sure the tools/ submodule also gets cloned:

$ git clone git@github.com:castorini/pyserini.git --recurse-submodules

The tools/ directory, which contains evaluation tools and scripts, is actually this repo, integrated as a Git submodule (so that it can be shared across related projects). Change into the pyserini subdirectory and build as follows (you might get warnings, but okay to ignore):

$ cd pyserini
$ cd tools/eval && tar xvfz trec_eval.9.0.4.tar.gz && cd trec_eval.9.0.4 && make && cd ../../..
$ cd tools/eval/ndeval && make && cd ../../..

Use pip to "install" the checked out code in "editable" mode:

$ pip install -e .

You'll still need to install the other packages separately:

$ pip install torch==1.8.1 torchvision==0.9.1 torchaudio===0.8.1 -f https://download.pytorch.org/whl/torch_stable.html
$ conda install faiss-cpu -c pytorch

You'll need to download the Spacy English model to reproduce tasks such as LTR Filtering for MS MARCO Passage.

python -m spacy download en_core_web_sm

Next, you'll need to clone and build Anserini. It makes sense to put both pyserini/ and anserini/ in a common folder. After you've successfully built Anserini, copy the fatjar, which will be target/anserini-X.Y.Z-SNAPSHOT-fatjar.jar into pyserini/resources/jars/. As with the pip installation, a potential source of frustration is incompatibility among different versions of underlying dependencies.

You can confirm everything is working by running the unit tests:

python -m unittest

Assuming all tests pass, you should be ready to go!

Troubleshooting tips

  • The above guide handle JVM installation via conda. If you are using your own Java environment and get an error about Java version mismatch, it's likely an issue with your JAVA_HOME environmental variable. In bash, use echo $JAVA_HOME to find out what the environmental variable is currently set to, and use export JAVA_HOME=/path/to/java/home to change it to the correct path. On a Linux system, the correct path might look something like /usr/lib/jvm/java-11. Unfortunately, we are unable to offer more concrete advice since the actual path depends on your OS, which JDK you're using, and a host of other factors.
  • Windows uses GBK character encoding by default, which makes resource file reading in Anserini inconsistent with that in Linux and macOS. To fix, manually set environment variable set _JAVA_OPTIONS=-Dfile.encoding=UTF-8 to use UTF-8 encoding.

Internal Notes

At the University of Waterloo, we have two (CPU) development servers, tuna and ocra. Note that on these two servers, the root disk (where your home directory is mounted) doesn't have much space. So, you need to set pyserini cache path to scratch space.

  • For tuna, create the dir /tuna1/scratch/{username}
  • For ocra, create the dir /store/scratch/{username}

Set the PYSERINI_CACHE environment variable to point to the directory you created above

If you are using Compute Canada, follow above process in a compute node using Anaconda, and in addition:

  • clear the PYTHONPATH before the steps above, i.e. export PYTHONPATH=
  • set the PYSERINI_CACHE to somewhere under /scratch before running Pyserini
  • reinstall sentencepiece by conda install -c conda-forge sentencepiece if error occurs