Local Installation Instructions

These are general instructions for getting a whole Sefaria environment set up locally, in order to run local copy of the application and web server.

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Prefer API to Local Install

We recommend that users wishing to interact with Sefaria use our public API to do so. For those wanting a more in-depth interaction with our code, we provide these installation instructions.

This page is under review. While we are working to make it as accurate as up to date as possible, there may still be some inaccuracies.

Getting Started

First clone the Sefaria-Project repository to a directory on your computer, then follow the instructions:

Note: if you are a developer that might want to contribute code to Sefaria, we suggest first making a fork of this repository by clicking the "Fork" button when logged in to GitHub.

Note for macOS users - Install Homebrew:

/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install.sh)"

There are two methods with which you can run the Sefaria-Project, docker-compose and local install.

We recommend the local installation, however if you are interested in exploring the experimental docker-compose approach, please see here.


Run locally

1) Install Python 3.9

We Recommend using the latest Python 3.9 as opposed to later versions of Python (esp 3.10 and up) since it has been known to cause some compatibility issues. These are solvable, but for an easier install experience, we currently recommend 3.8-3.9

Linux and macOS

Most UNIX systems come with a python interpreter pre-installed. However, this is generally still Python 2. The recommended way to get Python 3, and not mess up any software the OS is dependent on, is by using Pyenv. You can use the instructions here and also here.

In a later step, we can configure virtual environments to work with Pyenv so you can completely isolate your Sefaria stack.

Windows:

The Pyenv repository above also has recommendations for Windows.

In order to just plain install Python:

2) Install virtualenv (Recommended, but optional):

If you work on many Python projects, you may want to keep Sefaria's python installation separate using Virtualenv. If you're happy having Sefaria requirements in your main Python installation, skip this step.

Use With Pyenv (Recommended)

You can use virtualenv functionality while also using Pyenv; this allows you to further isolate your code and requirements from other projects.

Unix & Windows

Instructions here.

macOS:

Instructions here.

Create a pyenv virtualenv.

In your Sefaria directory, run pyenv local [venv-name]. This will create a .python-version and write the version name provided to the file (e.g. 3.7.5/envs/sefaria-venv). This should serve to activate the virtualenv whenever you are in the Sefaria directory.

Note: If, after following the installation and configuration instructions, running python -V still displays the system version, you may have to manually add the shims directory to your path. If that does not correct the issue, you should check your bash init file (.zshrc, .bashrc, or the like) for the line eval "$(pyenv init -)" (not inside an if statement) and change it to eval "$(pyenv init --path)" and restart the shell.

Note: If you are using an IDE like PyCharm, you can (and should) configure the interpreter options on your Sefaria-Project to point to the python executable of this virtualenv (e.g. ~/.pyenv/versions/3.7.5/envs/sefaria-venv/bin/python3.7)

Classic virtualenv

Install virtualenv, then enter these commands:

Note: You may need to install Pip (see below) first in order to install virtualenv

Note: You can perform this step from anywhere in your command line, but it might be easier and tidier to run this step from the root of your project directory that you just cloned. e.g ~/web-projects/Sefaria-Project $

virtualenv venv --distribute
source venv/bin/activate

Now you should see (venv) in front of your command prompt. The second command sets your shell to use the Python virtual environment that you've just created. This is something that you have to run every time you open a new shell and want to run the Sefaria demo. You can always tell if you're in the virtual environment by checking if (venv) is at the beginning of your command prompt.

3) Pip:

If you used pyenv, Pip should be available via the pyenv version of Python.

Unix

If you don't already have it in your Python installation, install Pip. Then use it to install the required Python packages.

Windows

Use instructions here and then make sure that the scripts subfolder of the python installation directory is also in PATH.

Note: this step (and most of the following command line instructions) must be run from the Sefaria-Project root directory

Run the following command:

pip install -r requirements.txt

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Warning

Please note, sometimes the psycopg2 package can cause installation issues, and it is not usually needed for a local installation. If you run into trouble, we recommend temporarily comment out the line psycopg2==2.8.6 in requirements.txt and then re-running pip install -r requirements.txt:

If you are not using virtualenv, you may have to run it with sudo: sudo pip install -r requirements.txt

Note: You'll probably need to install the Python development libraries as well:

On Debian systems:
sudo apt-get install python-dev python3-dev libpq-dev
On Fedora systems:
sudo dnf install python2-devel libpq-devel

Note: If you see an error that pg_config executable not found, you need to install PostgreSQL. If on macOS you see an error while Building wheel for psycopg2 about linker command failed with exit code 1, you may need to add the path to OpenSSL

export LDFLAGS="-L/usr/local/opt/openssl/lib"
export CPPFLAGS="-I/usr/local/opt/openssl/include"

After installing the Python development libraries or other dependencies, run pip install -r requirements.txt again.

4) Install gettext

gettext is a GNU utility that Django uses to manage localizations.

On macOS:
brew install gettext

On some macOS systems gettext will still not run after installation and django manage.py makemessages will fail. In such a case, one easy solution is to add (replace x's with your gettext version number) to your .bashrc(or its equivalent on your system):

export TEMP_PATH=$PATH
export PATH=$PATH:/usr/local/Cellar/gettext/0.xx.x/bin
On Debian systems
sudo apt-get install gettext

5) Create a local settings file:

Note: this step must be run from the Sefaria-Project root directory

cd sefaria
cp local_settings_example.py local_settings.py
vim local_settings.py

Replace the placeholder values with those matching your environment. For the most part, you should only have to specify values in the top part of the file where it directs you to change the given values.

Note: Among the placeholder values that need to be replaced, set the DATABASES default NAME field to a path (including a file name) where Django can create a sqlite database. Using /path/to/Sefaria-Project/db.sqlite is sufficient, as we git-ignore all .sqlite files.

You can name your local database (sefaria will be the default created by mongorestore below). You can leave SEFARIA_DB_USER ad SEFARIA_DB_PASSWORD blank if you don't need to run authentication on Mongo.

6) Create a log directory:

Create a directory called log under the root project folder (i.e. Sefaria-Project/). To do this, run mkdir log from the project's root directory.

The result should look like Sefaria-Project/log.

Make sure that the server user has write access to it by using a command such as chmod 777 log.

7) Get Mongo running:

If you don't already have it, install MongoDB. Our current data dump requires MongoDB version 4.4 or later. After installing Mongo according to the instructions, you should have a mongo service automatically running in the background.

Otherwise, run the mongo daemon with:

mongod

(Only use sudo if necessary, as it may result in a locked socket file being created that may prevent mongo from running later on).

Or use your os service manager to have it start on startup.

Mongo usually sets all the correct paths for itself to run properly nowadays, but see here for details on setting a specific path for it to store data in.

8) Put some texts in your database:

MongoDB dumps of our database are available to download.

The recommended dump (which is a more manageable size) is available here.

A complete dump is also available here. The complete dump includes the history collections, which contains a complete revision history of every text in our library. For many applications, this data is not relevant. We recommend using the smaller dump unless you're specifically interested in texts revision history within Sefaria.

Unzip the file and extract the dump folder. If you don't have an app for unzipping, this can be done from Command Prompt by navigating to the folder containing the download and using tar -xf dump.tar.gz or tar -xf dump_small.tar.gz (depending on which dump you downloaded).

This dump must be restored as a MongoDB database.

From MongoDB version 4.4, mongorestore comes separately from the MongoDB server, so if you don't already have it, you'll also need to download and unzip the Database Tools. You may then need to add its \bin\ directory to your PATH environment variables.

Once you have the unzipped dump; from the folder which contains dump, run:

mongorestore --drop

This will create (or overwrite) a mongo database called sefaria.

If you used the recommended dump, dump_small.tar.gz, create an empty collection inside the sefaria database called history. This can be done using the mongo client shell or a GUI you have installed, such as MongoDB Compass.

9) Set up Django's local server

Sefaria is using Google's reCAPTCHA to verify the user is not a bot. For a deployment, you should register and use your own reCAPTCHA keys (https://pypi.org/project/django-recaptcha/#installation).
For local development, the default test keys would suffice. The warning can be suppressed by uncommenting the following in the local_settings.py file:

SILENCED_SYSTEM_CHECKS = ['captcha.recaptcha_test_key_error']

manage.py is used to run and manage the local server. It is located in the root directory of the Sefaria-Project codebase.

Django auth features run on a separate database. To init this database and set up Django's auth system, switch to the root directory of the Sefaria-Project code base, and run (from the project root):

python manage.py migrate

10) Install Node:

Note: Older versions of Node and npm ran into a file name length limit on Windows OS. This problem should be mitigated in newer versions on Windows 10.

Node is now required to run the site. Even if you choose to have js run only on the client, we are also using Webpack to bundle our javascript.

Instaling Node and npm from the main installers on Node's homepage may cause permission issues. For that reason, it is recommended to use one of the alternative methods (with a preference for a version manager like nvm) listed here.

Debian, Ubuntu, and Linux Mint

You are better off using apt-get nodejs or following the instructions here. They will install both Node and npm.

macOS

use brew install node or nvm

Now download the required Javascript libraries and install some global tools for development with the setup script (from the project root).

npm install
npm run setup

If the second command fails, you may have to install using sudo npm run setup.

Run Webpack

To get the site running, you need to bundle the javascript with Webpack. Run:

npm run build-client

to bundle once. To watch the javascript for changes and automatically rebuild, run:

npm run watch-client

Server-side rendering with Node:

Sefaria uses React.js. To render HTML server-side, we use a Node.js server. For development, the site is fully functional without server-side rendering. For deploying in a production environment, however, server-side HTML is very important for bots and SEO.

Install Redis

To use server-side rendering, you must also install Redis Cache. brew install redis or sudo apt-get install redis.

To run redis: redis-server. On macOS: brew services start redis

Configure Django and Node to use Redis as a shared datastore

Django

Update your local_settings.py file and replace the CACHES variable with the CACHES variable meant for server-side rendering, commented out in local_settings_example.py.

Also, make sure the following are set:

SESSION_CACHE_ALIAS = "default" #declares where Django's session engine will store data
USER_AGENTS_CACHE = 'default' #declares where the Django user agent middleware will store data (cannot be JSON encoded!)
SHARED_DATA_CACHE_ALIAS = 'shared' #Tells the application where to store data placed in cache by `sefaria.system.cache` shared-cache functions

USE_NODE = True
NODE_HOST = "http://localhost:3000" #Or whatever host and port you set Node up to listen on

Node

The following environment variables, defined in ./node/local_settings.js, can be set to configure the node instance:

Env VarDefaultDescription
NODEJS_PORT3000The port to be used by the NodeJs service
DEBUGfalseDetermines whether the NodeJs service should run in debug mode
REDIS_HOST127.0.0.1The Redis instance to point Node to when running
REDIS_PORT6379The Default port Redis listens on

These variables can be set via command line explicitly or set up to be defined when your machine's shell runs or set up in your IDE settings for running the node server.

For development, you can run the Node server using nodemon with:

npm start

To run webpack with server-side rendering, use:

npm run build

or

npm run watch

11) Run the development server:

python manage.py runserver

You can also make it publicly available by specifying 0.0.0.0 for the host:

python manage.py runserver 0.0.0.0:8000    

Command Line Interface

The shell script cli will invoke a python interpreter with the core models loaded, and can be used as a standalone interface to texts or for testing.

$ ./cli
>>> p = LinkSet(Ref("Genesis 13"))
>>> p.count()
226