You need a working python 3.x installation to be able to use QCoDeS. We highly recommend installing Miniconda, which takes care of installing Python and managing packages. In the following it will be assumed that you use Miniconda. Download and install it from here. Make sure to download the latest version with python 3.7 or newer.
Once you download, install Miniconda according to the instructions on screen, choosing the single user installation option.
The next section will guide you through the installation of QCoDeS on Windows, although most of the things also work for macOS and Linux.
Before you install QCoDeS you have to decide whether you want to install the latest stable release or if you want to get the developer version from GitHub.
Stable versions of QCoDeS are distributed via both PyPi and CondaForge to be installed with pip and conda respectively. Below we will cover both installation types. For new users we recommend installing QCoDeS from conda-forge.
Installing the latest QCoDeS release with pip
Next launch an Anaconda Prompt (start typing anaconda in the start menu and click on Anaconda Prompt).
Here type in the prompt:
conda create -n qcodes python=3.8 conda activate qcodes pip install qcodes
The first line creates a new conda environment that is called qcodes with python 3.8 (QCoDeS also supports 3.7 and 3.9). The second line activates this freshly created environment, so that the command in the third line will install qcodes for this environment.
Installing the latest QCoDeS release with conda
To install QCoDeS using Conda from conda-forge type the following into a prompt.
conda create -n qcodes conda activate qcodes conda config --add channels conda-forge --env conda config --set channel_priority strict --env conda install qcodes
First we crate a new environment to install QCoDeS into and then we set that environment up to install packages from conda-forge since QCoDeS is not available in the default channel. As recommended by the conda-forge maintainers we set channel_priority to strict to prefer all packages to be installed from the conda-forge channel. Note that we use the –env flag to only set these settings for the QCoDeS env. We do this to not change the settings for any other environment that you may have created. Finally we install QCoDeS into this environment.
Installing QCoDeS from GitHub
Clone the QCoDeS repository from GitHub from https://github.com/QCoDeS/Qcodes
conda create qcodesdev python=3.8 conda activate qcodesdev
Finally install QCoDeS add the repository via
pip install -e <path-to-repository>
This will perform an editable install such that any changes of QCoDeS in your local git clone are automatically available without having to reinstall QCoDeS.
Note that if you wish to run the QCoDeS test you will also need to install the testing dependencies. This can be done by installing QCoDeS using the test extra target.
pip install -e <path-to-repository>[test]
To connect to many instruments (All instruments that are subclasses of
VisaInstrument ) you need a working VISA implementation installed. There
are several of these available from instrument vendors and other sources.
We recommend you to install the Keysight IO Libraries Suite from here. To download it, you will need to provide your e-mail id, name and location but the download is free of charge.
See the PyVISA documentation for more information.
If you have installed with pip, run the following to update:
pip install --upgrade qcodes
If you have installed from conda-forge
conda update qcodes
in principle, there should be a new release out roughly every month.
If you have installed with git, pull the QCoDeS repository using your favourite method (git bash, git shell, github desktop, …). There are new commits to the repository daily.
Keeping your environment up to date
Additional dependencies are periodically added to the QCoDeS and new versions of packages that QCoDeS depends on are released.
Installing a new version of QCoDeS will automatically upgrade any dependency if required. However you may wish to upgrade some of the dependency to a newer version than the minimum version required by QCoDeS
If you have installed QCoDeS using pip you can upgrade each package individually. E.g. to upgrade numpy you would do.
pip install --upgrade numpy
You can list all outdated packages using
pip list --outdated
If you have installed QCoDeS using conda upgrading all packages can be done by:
conda update -n base conda -c defaults conda update --all
The first line ensures that the
conda package manager it self is
up to date and the second line will ensure that the latest versions of the
packages used by QCoDeS are installed.
If you using QCoDeS from an editable install you should also reinstall QCoDeS using
pip install -e <path-to-repository>
After upgrading the environment to make sure that dependencies are tracked correctly.
Note that if you install packages yourself into the same
environment it is preferable to install them using the same package manager that
you install QCoDeS with. There is a chance that
mixing packages from
pip will produce a broken environment.
Especially if the same package is installed using both
For using QCoDeS, as with any other python library, it is useful to use an application that facilitates the editing and execution of python files. There are two widely used options:
Jupyter, a browser based notebook
Spyder, an integrated development environment
Both can be installed using
pip in the created
for QCoDeS. Then installation can be simply done by activating the QCoDeS environment
in the terminal and running the following:
pip install spyder pip install jupyter
If you prefer jupyterlab over classic jupyter notebook, you should install it separately:
pip install jupyterlab
If you installed QCoDeS using conda-forge, you may want to install above using
conda install rather than
pip install. After installation, they could be easily
called in your QCoDeS-activated
For running spyder:
or for jupyter notebook:
or jupyter lab:
For other options from the terminal you can activate the QCoDeS in that terminal then start any other application, such as IPython or just plain old Python.
It is also possible to install Anaconda for managing
conda environments, however,
you should be mindful about using it as Anaconda installs a wide verity of packages in
root environment upon installation. It comes with a GUI called Anaconda Navigator
to work with. If you rather to use this GUI over the
conda terminal, make sure to select
the QCoDeS environment in the program, then you could be able to run the packages installed
in that environment. The reason is because by default, Anaconda Navigator starts with the