Contents

1 Overview

Packages like reticulate facilitate the use of Python modules in our R-based data analyses, allowing us to leverage Python’s strengths in fields such as machine learning and image analysis. However, it is notoriously difficult to ensure that a consistent version of Python is available with a consistently versioned set of modules, especially when the system installation of Python is used. As a result, we cannot easily guarantee that some Python code executed via reticulate on one computer will yield the same results as the same code run on another computer. It is also possible that two R packages depend on incompatible versions of Python modules, such that it is impossible to use both packages at the same time. These versioning issues represent a major obstacle to reliable execution of Python code across a variety of systems via R/Bioconductor packages.

basilisk provisions custom Python virtual environments that are managed by the Bioconductor installation machinery. This provides developers of downstream Bioconductor packages (i.e., basilisk “clients”) with more control over how their Python code is executed. Additionally, basilisk provides utilities to manage different Python environments within a single R session, allowing multiple Bioconductor packages to use incompatible versions of Python packages in the course of a single analysis. These features enable reproducible analysis, simplify debugging of code and improve interoperability between compliant packages.

2 For package developers

2.1 Overview

The son.of.basilisk package (provided in the inst/example directory of this package) is provided as an example of how one might write a client package that depends on basilisk. This is a fully operational example package that can be installed and run, so prospective developers should use it as a template for their own packages. We will assume that readers are familiar with general R package development practices and will limit our discussion to the basilisk-specific elements.

2.2 Setting up the package

StagedInstall: no should be set, to ensure that Python packages are installed with the correct hard-coded paths within the R package installation directory.

Imports: basilisk should be set along with appropriate directives in the NAMESPACE for all basilisk functions that are used.

2.3 Specifying Python environments

2.3.1 Defining BasiliskEnvironment objects

A basilisk.R file should be present in the R/ subdirectory containing commands to produce a BasiliskEnvironment object. These objects define the Python virtual environments to be constructed by basilisk on behalf of your client package.

library(basilisk)
my_env <- BasiliskEnvironment(envname="my_env_name",
    pkgname="ClientPackage",
    packages=c("pandas==2.2.3", "scikit-learn==1.6.1")
)

second_env <- BasiliskEnvironment(envname="second_env_name",
    pkgname="ClientPackage",
    packages=c("scipy=1.15.1", "numpy==2.2.2") 
)

As shown above, all listed Python packages should have valid version numbers that can be obtained by pip. It is strongly recommended to explicitly list the versions of any dependencies so as to future-proof the installation process. If the package versions are not known, we suggest using setBasiliskCheckVersions(FALSE) and listPackages() to identify the appropriate versions.

If a different version of Python is required, it should be explicitly listed in the packages=, e.g., with python=3.7. Otherwise, basilisk will automatically use the default specified in defaultPythonVersion (currently 3.12.10). It is a good idea to explicitly list a version of Python in packages=, even if it is already version-compatible with the default; this ensures that Python environment creation is robust to future changes to the default.

2.3.2 Populating environments on installation

An executable configure file should be created in the top level of the client package, containing the command shown below. This enables creation of Python environments during package installation if BASILISK_USE_SYSTEM_DIR is set.

#!/bin/sh

${R_HOME}/bin/Rscript -e "basilisk::configureBasiliskEnv()"

For completeness, configure.win should also be created:

#!/bin/sh

${R_HOME}/bin${R_ARCH_BIN}/Rscript.exe -e "basilisk::configureBasiliskEnv()"

Note that basilisk.R should be executable as a standalone file and create all BasiliskEnvironments as named variables in the current R environment. This is because the file will be directly sourced by configureBasiliskEnv() for system installation of the Python environments (see BASILISK_USE_SYSTEM_DIR below). As such, the file should not assume that the rest of the client package has been installed or that the client’s various dependencies have been loaded.

2.4 Using the environments

2.4.1 Basics

To use methods from the my_env environment that we previously defined, the functions in our hypothetical ClientPackage package should define functions like:

my_example_function <- function(ARG_VALUE_1, ARG_VALUE_2) { 
    proc <- basiliskStart(my_env)
    on.exit(basiliskStop(proc))

    some_useful_thing <- basiliskRun(proc, fun=function(arg1, arg2) {
        mod <- reticulate::import("scikit-learn")
        output <- mod$some_calculation(arg1, arg2)

        # The return value MUST be a pure R object, i.e., no reticulate
        # Python objects, no pointers to shared memory. 
        output 
    }, arg1=ARG_VALUE_1, arg2=ARG_VALUE_2)

    some_useful_thing
}

In the above chunk, a developer-defined function fun is passed to basiliskRun() for execution inside the proc context where the specified Python environment is loaded. Developers should not make any assumptions about the nature of proc, which is dependent on the state of the R session. For example, basilisk may choose to run fun in the current R session, or in another forked/socket process with the same R installation. Any R functions that use Python code should do so via basiliskRun(), which ensures that different Bioconductor packages play nice when their dependencies clash.

basiliskStart() will lazily install the requested version of Python and packages in my_env if they are not already present. This can result in some delays when my_example_function() is first called; afterwards, the cached environments will simply be re-used. Check out the use_python() and virtualenv_install() functions from reticulate for more details.

2.4.2 Function constraints

Developers should respect several constraints when defining a function for use in basiliskRun():

  • ⚠️ The arguments to and return value of the function must be pure R objects. Developers should NOT return reticulate bindings to Python objects or any other pointers to external memory (e.g., file handles). This is because basiliskRun() may execute in a different process such that any pointers are no longer valid when they are transferred back to the parent process. Both the arguments to the function passed to basiliskRun() and its return value MUST be amenable to serialization.
  • ⚠️ Variables should be explicitly passed as arguments to the function. Developers should not rely on closures capturing the R environment in which the function was defined. If the function is executed in a different process, any references to objects in its previous R environment will no longer be valid. Rather, the necessary objects should be explicitly passed as arguments to the function.
  • ⚠️ Non-base functions should be explicitly imported via their namespace. When using functions (or variables) exported from non-base packages, they should be referenced using the :: operator. This ensures that the relevant package will be loaded during function execution in a separate process.

More details on acceptable function definitions are provided in ?basiliskRun. Developers can check that their function behaves correctly in a different process by setting setBasiliskShared(FALSE) and setBasiliskFork(FALSE) prior to running basiliskRun() in their unit tests.

2.4.3 Persisting variables across calls

Developers can persist variables across multiple calls to basiliskRun() by setting persist=TRUE. This instructs basiliskRun() to pass along an R environment to fun as the store= argument, which can be used inside fun to set or get variables if basiliskRun() is called with the same proc. Stored variables are not subject to the restrictions on the arguments/return value of fun, but they are strictly internal to any instance of proc.

my_example_function <- function() { 
    proc <- basiliskStart(my_env)
    on.exit(basiliskStop(proc))

    basiliskRun(proc, fun=function(store) {
        store$something <- rand(1)
        invisible(NULL) 
    }, persist=TRUE)

    basiliskRun(proc, fun=function(store) {
        store$something
    }, persist=TRUE)
}

This capability allows developers to modularize complex Python workflows by splitting up steps across multiple calls to basiliskRun(). However, it is probably unwise to re-use proc across user-visible functions, i.e., the end user should never have an opportunity to interact with proc.

3 For end users

3.1 Troubleshooting known issues

In most cases, end users should not have to read this document. Properly configured basilisk clients should handle all aspects of Python environment creation and loading without requiring user intervention. That said, some system configurations are less cooperative than others: this section contains a list of known issues and possible fixes.

Windows has a limit of 260 characters for its file paths. This is occasionally exceeded due to deeply nested directories for some packages, causing installation to silently fail. If this constraint is causing problems, it may be possible to circumvent them by setting BASILISK_EXTERNAL_DIR to a shorter path.

Builds for 32-bit Windows are not supported due to a lack of demand relative to the difficulty of setting it up.

Older versions of Rstudio on MacOSX have some difficulties with the generation of separate processes (see here). As a workaround in such cases, users should set:

parallel:::setDefaultClusterOptions(setup_strategy = "sequential")

basilisk will automatically attempt to remove old Python environments for each client package. However, this removal may not be fast enough on systems with low disk usage quotas, resulting in incomplete or failed installations. In such cases, users can forcibly clear the external directory themselves to free up some space:

# Remove obsolete environments for specific package:
basilisk::clearExternalDir(package = "pkg_name", obsolete.only = TRUE)

# Remove all environments for a specific package:
basilisk::clearExternalDir(package = "pkg_name")

# Remove all basilisk-managed environments:
basilisk.utils::clearExternalDir()

3.2 Fine-tuning basilisk’s behavior

Administrators of an R installation can modify the behavior of basilisk by setting a few environment variables. All environment variables described here must be set at both installation time and run time to have any effect. If any value is changed, it is generally safest to reinstall basilisk and all of its clients.

Setting the BASILISK_EXTERNAL_DIR environment variable will change where the environments are created by basiliskStart() during lazy installation. This is usually unnecessary unless the default path contains spaces or the combination of the default location and environment’s directory structure exceeds the file path length limit on Windows.

Setting BASILISK_USE_SYSTEM_DIR to 1 will instruct basilisk to install a client package’s environments in the R system directory during R package installation. This is useful for enterprise-level deployments as the environments are (i) not duplicated in each user’s home directory and (ii) always available to any user with access to the R installation. However, it requires installation from source and thus is not set by default.

Setting the BASILISK_CUSTOM_PYTHON_X_Y_Z environment variable will cause all requests for Python version X.Y.Z to use the Python binary at the specified path. This allows users to force basilisk to use their own Python installation instead of installing one via reticulate. The same approach can be used with BASILISK_CUSTOM_PYTHON_X_Y and BASILISK_CUSTOM_PYTHON_X for Python versions X.Y or X. Different client packages may need different Python versions so multiple environment variables may need to be set for different X/Y/Z combinations.

Setting the BASILISK_NO_PYENV environment variable will prevent basilisk from installing any new Python instances via Pyenv. If a requested Python version has no matching BASILISK_CUSTOM_PYTHON_* path, basilisk will throw an error instead of attempting an installation. This allows administrators to prevent unexpected installation of new Python instances, e.g., when the requested version of Python is already available but the assotiated BASILISK_CUSTOM_PYTHON_* variable has not been set.

Setting BASILISK_NO_DESTROY to 1 will instruct basilisk to not destroy previous environments upon installation of a new version of basilisk. This destruction is done by default to avoid accumulating many large obsolete environments. However, it is not desirable if there are multiple R instances running different versions of basilisk from the same Bioconductor release, as installation by one R instance would delete the installed content for the other. (Multiple R instances running different Bioconductor releases are not affected.) This option has no effect if BASILISK_USE_SYSTEM_DIR is set.

3.3 Using basilisk directly for analyses

While basilisk is primarily intended for package developers, end users can also take advantage of its graceful handling of multiple Python environments in complex workflows. For example, we can easily instantiate a Python environment in our working directory with createLocalBasiliskEnv():

tmp <- createLocalBasiliskEnv(
    "basilisk-vignette-test",
    packages=c("scikit-learn=1.6.1", "numpy=2.2.2")
)
## Using Python: /home/biocbuild/.pyenv/versions/3.12.10/bin/python3.12
## Creating virtual environment '/tmp/RtmpeBIwbM/Rbuild1edab317a5a8eb/basilisk/vignettes/basilisk-vignette-test/1.21.2' ...
## Done!
## Installing packages: pip, wheel, setuptools
## Installing packages: 'scikit-learn==1.6.1', 'numpy==2.2.2'
## Virtual environment '/tmp/RtmpeBIwbM/Rbuild1edab317a5a8eb/basilisk/vignettes/basilisk-vignette-test/1.21.2' successfully created.

We can then supply this environment’s path to basiliskRun() to execute Python-based calculations. To demonstrate, we’ll apply scikit-learn’s truncated PCA on a random matrix. Note that the restrictions mentioned above for fun are still applicable here.

x <- matrix(rnorm(1000), ncol=10)
basiliskRun(env=tmp, fun=function(mat) {
    module <- reticulate::import("sklearn.decomposition")
    runner <- module$TruncatedSVD()
    output <- runner$fit(mat) 
    output$singular_values_
}, mat = x, testload="scipy.optimize")
## [1] 12.02203 11.87511

basiliskRun() can also be used with Python environments constructed outside of basilisk. Of course, in this case, it is the user’s responsibility to ensure that the environment is correctly provisioned.

library(reticulate)

tmp2 <- file.path(getwd(), "basilisk-vignette-test2")
if (!file.exists(tmp2)) {
    py.cmd <- suppressMessages(install_python(defaultPythonVersion))
    virtualenv_install(
        envname=tmp2,
        python_version=py.cmd,
        packages="scipy==1.15.1"
    )
}
## Using Python: /home/biocbuild/.pyenv/versions/3.12.10/bin/python3.12
## Creating virtual environment '/tmp/RtmpeBIwbM/Rbuild1edab317a5a8eb/basilisk/vignettes/basilisk-vignette-test2' ...
## Done!
## Installing packages: pip, wheel, setuptools
## Virtual environment '/tmp/RtmpeBIwbM/Rbuild1edab317a5a8eb/basilisk/vignettes/basilisk-vignette-test2' successfully created.
## Using virtual environment '/tmp/RtmpeBIwbM/Rbuild1edab317a5a8eb/basilisk/vignettes/basilisk-vignette-test2' ...
basiliskRun(env=tmp2, fun=function(mat) {
    module <- reticulate::import("scipy.stats")
    norm <- module$norm
    norm$cdf(c(-1, 0, 1))
}, mat = x, testload="scipy.optimize")
## [1] 0.1586553 0.5000000 0.8413447

Notice how we were able to call basiliskRun() successfully on two different environments within the same R session. This enables the construction of complex analysis workflows that span across R and multiple Python environments.

Session information

sessionInfo()
## R version 4.5.0 (2025-04-11)
## Platform: x86_64-pc-linux-gnu
## Running under: Ubuntu 24.04.2 LTS
## 
## Matrix products: default
## BLAS:   /home/biocbuild/bbs-3.22-bioc/R/lib/libRblas.so 
## LAPACK: /usr/lib/x86_64-linux-gnu/lapack/liblapack.so.3.12.0  LAPACK version 3.12.0
## 
## locale:
##  [1] LC_CTYPE=en_US.UTF-8       LC_NUMERIC=C              
##  [3] LC_TIME=en_GB              LC_COLLATE=C              
##  [5] LC_MONETARY=en_US.UTF-8    LC_MESSAGES=en_US.UTF-8   
##  [7] LC_PAPER=en_US.UTF-8       LC_NAME=C                 
##  [9] LC_ADDRESS=C               LC_TELEPHONE=C            
## [11] LC_MEASUREMENT=en_US.UTF-8 LC_IDENTIFICATION=C       
## 
## time zone: America/New_York
## tzcode source: system (glibc)
## 
## attached base packages:
## [1] stats     graphics  grDevices utils     datasets  methods   base     
## 
## other attached packages:
## [1] basilisk_1.21.2   reticulate_1.42.0 BiocStyle_2.37.0 
## 
## loaded via a namespace (and not attached):
##  [1] cli_3.6.5           knitr_1.50          rlang_1.1.6        
##  [4] xfun_0.52           png_0.1-8           jsonlite_2.0.0     
##  [7] dir.expiry_1.17.0   htmltools_0.5.8.1   sass_0.4.10        
## [10] rappdirs_0.3.3      rmarkdown_2.29      grid_4.5.0         
## [13] filelock_1.0.3      evaluate_1.0.3      jquerylib_0.1.4    
## [16] fastmap_1.2.0       yaml_2.3.10         lifecycle_1.0.4    
## [19] bookdown_0.43       BiocManager_1.30.25 compiler_4.5.0     
## [22] Rcpp_1.0.14         lattice_0.22-7      digest_0.6.37      
## [25] R6_2.6.1            parallel_4.5.0      bslib_0.9.0        
## [28] Matrix_1.7-3        withr_3.0.2         tools_4.5.0        
## [31] cachem_1.1.0