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Rapid Prototyping with Solr

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Rapid Prototyping with Solr

  1. 1. Rapid Prototyping with Solr uberconf - July 14, 2011 Presented by Erik Hatcher erik.hatcher@lucidimagination.com Lucid Imagination http://www.lucidimagination.com
  2. 2. About me... • Co-author, “Lucene in Action” • Commiter, Lucene and Solr • Lucene PMC and ASF member • Member of Technical Staff / co-founder, Lucid Imagination
  3. 3. About Lucid Imagination... • Lucid Imagination provides commercial-grade support, training, high-level consulting and value- added software for Lucene and Solr. • We make Lucene ‘enterprise-ready’ by offering: • Free, certified, distributions and downloads. • Support, training, and consulting. • LucidWorks Enterprise, a commercial search platform built on top of Solr.
  4. 4. Abstract Got data? Let's make it searchable! Rapid Prototyping with Solr will demonstrate getting documents into Solr quickly, provide some tips in adjusting Solr's schema to match your needs better, and finally will discuss how to showcase your data in a flexible search user interface. We'll see how to rapidly leverage faceting, highlighting, spell checking, and debugging. Even after all that, there will be enough time left to outline the next steps in developing your search application and taking it to production.
  5. 5. What is Lucene? • An open source Java-based IR library with best practice indexing and query capabilities, fast and lightweight search and indexing. • 100% Java (.NET, Perl and other versions too). • Stable, mature API. • Continuously improved and tuned over more than 10 years. • Cleanly implemented, easy to embed in an application. • Compact, portable index representation. • Programmable text analyzers, spell checking and highlighting. • Not a crawler or a text extraction tool.
  6. 6. Lucene's History • Created by Doug Cutting in 1999 • built on ideas from search projects Doug created at Xerox PARC and Apple. • Donated to the Apache Software Foundation (ASF) in 2001. • Became an Apache top-level project in 2005. • Has grown and morphed through the years and is now both: • A search library. • An ASF Top-Level Project (TLP) encompassing several sub-projects. • Lucene and Solr "merged" development in early 2010.
  7. 7. What is Solr? • An open source search engine. • Indexes content sources, processes query requests, returns search results. • Uses Lucene as the "engine", but adds full enterprise search server features and capabilities. • A web-based application that processes HTTP requests and returns HTTP responses. • Initially started in 2004 and developed by CNET as an in-house project to add search capability for the company website. • Donated to ASF in 2006.
  8. 8. What Version of Solr? • There’s more than one answer! • The current, released, stable version is 3.3 • The development release is referred to as “trunk”. • This is where the new, less tested work goes on • Also referred to as 4.0 • LucidWorks Enterprise is built on a trunk snapshot + additional features.
  9. 9. Why prototype? • Demonstrate Solr can handle your needs • Stake/purse-holder buy-in • It's quick, easy, and fun! • The User Interface is the app
  10. 10. Workflow • Ingest data • Use • Refine config/interactions, repeat
  11. 11. Got Data? • Rich text files? • Databases? • Feeds (Atom/RSS/XML)? • 3rd party repositories? (SharePoint, Documentum, ...) • CSV!!!!
  12. 12. User Interface
  13. 13. Getting Started • Download Solr • http://lucene.apache.org/solr • "Install" it • unzip or tar -xvf • Start it • cd example; java -jar start.jar
  14. 14. e.g. Conference Attendees First Name,Last Name,Company,Title,Work Country Erik,Hatcher,Lucid Imagination,"Member, Technical Staff", USA . . .
  15. 15. First Try curl "http://localhost:8983/solr/update/csv?stream.file=attendees.csv" undefined field First Name
  16. 16. Dynamic Fields <dynamicField name="*_s" type="string" indexed="true" stored="true"/> <dynamicField name="*_t" type="text" indexed="true" stored="true"/>
  17. 17. Second try curl "http://localhost:8983/solr/update/csv? stream.file=attendees.csv &fieldnames=first_s,last_s,company_s,title_t,country_s &header=true" Document [null] missing required field: id
  18. 18. uniqueKey • Optional, Solr-specific, feature • generally "string" type • schema.xml: <uniqueKey>id</uniqueKey> • adds of existing id'd documents updates (delete + add)
  19. 19. id curl "http://localhost:8983/solr/update/csv ?stream.file=attendees.csv &fieldnames=first_s, id,company_s,title_t,co untry_s&header=true" <?xml version="1.0" encoding="UTF-8"?> <response> <lst name="responseHeader"> <int name="status">0</int> <int name="QTime">40</int> </lst> </response>
  20. 20. Tada!
  21. 21. Schema tinkering • Removed all example field definitions • Uncomment and adjust catch-all dynamic field: • <dynamicField name="*" type="string" multiValued="false"/> • Ensure uniqueKey is appropriate • unusual in this example, disabled it • Make every document/field fully searchable! • <copyField source="*" dest="text"/>
  22. 22. After adjusting config... • Restart Solr • Or... reload the core (when in multicore mode)
  23. 23. Clean import # Delete all documents curl "http://localhost:8983/solr/update?stream.body= %3Cdelete%3E%3Cquery %3E*:*%3C/query%3E%3C/delete %3E&commit=true" # Index your data curl "http://localhost:8983/solr/update/csv? commit=true&stream.file=EuroCon2010.csv&fieldnames=first ,last, company,title,country&header=true"
  24. 24. Facets http://localhost:8983/solr/browse?facet.field=country
  25. 25. Value Normalization • http://localhost:8983/solr/update/csv? commit=true&stream.file=attendees.csv&fi eldnames=first,last,company,title,country&h eader=true&f.country.map=Great +Britain:United+Kingdom
  26. 26. Polishing • Customize request handler mappings • Edit templates • hit display • header/footer • style
  27. 27. /browse <requestHandler name="/browse" class="solr.SearchHandler"> <lst name="defaults"> <str name="wt">velocity</str><str name="v.layout">layout</str> <str name="v.template">browse</str> <str name="rows">10</str><str name="fl">*,score</str> <str name="defType">lucene</str><str name="q">*:*</str> <str name="debugQuery">true</str> <str name="hl">on</str><str name="hl.fl">title</str> <str name="hl.fragsize">0</str> <str name="hl.alternateField">title</str> <str name="facet">on</str> <str name="facet.mincount">1</str> <str name="facet.missing">true</str> </lst> <lst name="appends"><str name="facet.field">country</str></lst> </requestHandler>
  28. 28. hit.vm <div class="result-document"> <p>$doc.getFieldValue('first') $doc.getFieldValue('last')</p> <p>$!doc.getFieldValue('title'), $!doc.getFieldValue('company')</p> <p>$!doc.getFieldValue('country')</p> </div>
  29. 29. Voila!
  30. 30. Adding bells and whistles • jQuery • <script type="text/javascript" src="/solr/ admin/jquery.js"/> • TreeMap • <script type="text/javascript" src="/scripts/ treemap.js"/>
  31. 31. TreeMap code <script type="text/javascript"> function onLoad() { jQuery("#treemap-country").treemap(640,480, {}); } </script> ---------------------------- <body onload="onLoad();"> ---------------------------- <table id="treemap-country"> #foreach($facet in $response.getFacetField('country').values) <tr> <td>#if($facet.name) $esc.html($facet.name)#else&lt;Unspecified&gt;#end</td> <td>$facet.count</td> <td>#if($facet.name)$esc.html($facet.name)#{else} Unspecified#end</td> </tr> #end </table>
  32. 32. TreeMap
  33. 33. Ajax fun: giveaways • Add a "static" templated page • jQuery Ajax request • snippet templated output
  34. 34. solrconfig.xml "static" page <requestHandler name="/giveaways" class="solr.DumpRequestHandler"> <lst name="defaults"> <str name="wt">velocity</str> <str name="v.template">giveaways</str> <str name="v.layout">layout</str> </lst> </requestHandler> giveaways.vm <input type="button" value="Pick a Winner" onClick="javascript:$ ('#winner').load('/solr/ generate_winner?sort=random_' + new Date().getTime() + '+asc');"> <h2>And the winner is...</h2> <center><font size="20"><div id="winner"></div></font></center>
  35. 35. fragment template solrconfig.xml <requestHandler name="/generate_winner" class="solr.SearchHandler"> <!-- sort=random_... required --> <lst name="defaults"> <str name="wt">velocity</str> <str name="v.template">winner</str> <str name="rows">1</str> <str name="fl">first,last</str> <str name="defType">lucene</str> <str name="q">*:* -company:"Lucid Imagination" -company:"Stone Circle Productions"</str> </lst> </requestHandler> winner.vm #set($winner=$response.results.get(0)) $winner.getFieldValue('first') $winner.getFieldValue('last')
  36. 36. And the winner is...
  37. 37. e.g. data.gov
  38. 38. Data.gov CSV catalog URL,Title,Agency,Subagency,Category,Date Released,Date Updated,Time Period,Frequency,Description,Data.gov Data Category Type,Specialized Data Category Designation,Keywords,Citation,Agency Program Page,Agency Data Series Page,Unit of Analysis,Granularity,Geographic Coverage,Collection Mode,Data Collection Instrument,Data Dictionary/Variable List,Applicable Agency Information Quality Guideline Designation,Data Quality Certification,Privacy and Confidentiality,Technical Documentation,Additional Metadata,FGDC Compliance (Geospatial Only),Statistical Methodology,Sampling,Estimation,Weighting,Disclosure Avoidance,Questionnaire Design,Series Breaks,Non-response Adjustment,Seasonal Adjustment,Statistical Characteristics,Feeds Access Point,Feeds File Size,XML Access Point,XML File Size,CSV/ TXT Access Point,CSV/TXT File Size,XLS Access Point,XLS File Size,KML/KMZ Access Point,KML File Size,ESRI Access Point,ESRI File Size,Map Access Point,Data Extraction Access Point,Widget Access Point "http://www.data.gov/details/4","Next Generation Radar (NEXRAD) Locations","Department of Commerce","National Oceanic and Atmospheric Administration","Geography and Environment","1991","Irregular as needed","1991 to present","Between 4 and 10 minutes","This geospatial rendering of weather radar sites gives access to an historical archive of Terminal Doppler Weather Radar data and is used primarily for research purposes. The archived data includes base data and derived products of the National Weather Service (NWS) Weather Surveillance Radar 88 Doppler (WSR-88D) next generation (NEXRAD) weather radar. Weather radar detects the three meteorological base data quantities: reflectivity, mean radial velocity, and spectrum width. From these quantities, computer processing generates numerous meteorological analysis products for forecasts, archiving and dissemination. There are 159 operational NEXRAD radar systems deployed throughout the United States and at selected overseas locations. At the Radar Operations Center (ROC) in Norman OK, personnel from the NWS, Air Force, Navy, and FAA use this distributed weather radar system to collect the data needed to warn of impending severe weather and possible flash floods; support air traffic safety and assist in the management of air traffic flow control; facilitate resource protection at military bases; and optimize the management of water, agriculture, forest, and snow removal. This data set is jointly owned by the National Oceanic and Atmospheric Administration, Federal Aviation Administration, and Department of Defense.","Raw Data Catalog",...
  39. 39. Debugging http://localhost:8983/solr/data.gov?q=searching&debugQuery=true
  40. 40. Mapping field values • CSV update handler can map field values • &f.privacy_and_confidentiality.map=YES:Yes &f.data_quality_certification.map=YES:Yes
  41. 41. Splitting keywords • CSV handler: f.keywords.split=true • stored values are split, multivalued • Or via schema • Stored value remains as in original, single valued <fieldType name="comma_separated" class="solr.TextField" omitNorms="true"> <analyzer> <tokenizer class="solr.PatternTokenizerFactory" pattern="s*,s*"/> </analyzer> </fieldType> ... <field name="keywords" type="comma_separated" indexed="true" stored="true"/>
  42. 42. Suggest • Suggest terms as user types in search box • Technique: jQuery autocomplete, Solr’s TermsComponent,Velocity template http://localhost:8983/solr/terms ?terms.fl=suggest &terms.prefix=sola&terms.sort=count &wt=velocity&v.template=suggest #foreach($t in $response.response.terms.suggest) $t.key #end
  43. 43. Suggest schema <fieldType name="suggestable" class="solr.TextField" positionIncrementGap="100"> <analyzer> <tokenizer class="solr.StandardTokenizerFactory"/> <filter class="solr.LowerCaseFilterFactory"/> <filter class="solr.PatternReplaceFilterFactory" pattern="([^a-z])" replacement="" replace="all"/> <filter class="solr.StopFilterFactory" ignoreCase="true" words="stopwords.txt" enablePositionIncrements="true" /> </analyzer> </fieldType> ... <field name="suggest" type="suggestable" indexed="true" stored="false" multiValued="true"/>
  44. 44. Custom pages • Document detail page • Multiple query intersection comparison with Venn visualization
  45. 45. Document detail http://localhost:8983/solr/data.gov/document ?id=http%3A%2F%2Fwww.data.gov%2Fdetails%2F61
  46. 46. Document detail detail solrconfig.xml <requestHandler name="/data.gov/document" class="solr.SearchHandler"> <lst name="defaults"> <str name="wt">velocity</str> <str name="v.template">document</str> <str name="v.layout">layout</str> <str name="title">Data.gov data set</str> <str name="q">{!raw f=id v=$id}</str> </lst> </requestHandler> document.vm #set($doc= $response.results.get(0)) <span><a href="$doc.getFieldValue('id')">$doc.getFieldValue('id')</a></span> <table> #foreach($fieldname in $doc.fieldNames) <tr> <td>$fieldname:</td> <td> #foreach($value in $doc.getFieldValues($fieldname)) $esc.html($value) #end </td> </tr> #end </table>
  47. 47. Query intersection • Just showing off.... how easy it is to do something with a bit of visual impact • Compare three independent queries, intersecting them in a Venn diagram visualization
  48. 48. Compare static page solrconfig.xml <requestHandler name="/data.gov/compare" class="solr.DumpRequestHandler"> <lst name="defaults"> <str name="wt">velocity</str> <str name="v.template">compare</str> <str name="v.layout">layout</str> <str name="title">Data.gov Query Comparison</str> </lst> </requestHandler> compare.vm <script type="text/javascript"> function generate_venn() { var a=encodeURIComponent($("#a").val()); var b=encodeURIComponent($("#b").val()); var c=encodeURIComponent($("#c").val()); var ab='('+a+')+AND+('+b+')'; var ac='('+a+')+AND+('+c+')'; var bc='('+b+')+AND+('+c+')'; var abc='('+a+')+AND+('+b+')+AND+('+c+')'; $('#venn').load('/solr/select? q=*:*&wt=velocity&v.template=venn&rows=0&facet=on&facet.query={!key=a}'+a+'&facet.query={!key=b}'+b +'&facet.query={!key=c}'+c+'&facet.query={!key=intersect_ab}'+ab+'&facet.query={!key=intersect_ac}'+ac +'&facet.query={!key=intersect_bc}'+bc+'&facet.query={!key=intersect_abc}'+abc+'&q_a='+a+'&q_b='+b+'&q_c='+c +'&q_ab='+ab+'&q_ac='+ac+'&q_bc='+bc+'&q_abc='+abc); return false; } </script> <form action="#" id="compare_form" onsubmit="return generate_venn()"> A: <input type="text" name="a" id="a" value="health"/> B: <input type="text" name="b" id="b" value="weather"/> C: <input type="text" name="c" id="c" value="ozone"/> <input type="submit"/> </form> <div id="venn"></div>
  49. 49. Venn chart venn.vm #set($values = $response.response.facet_counts.facet_queries) #set($params = $response.responseHeader.params) <img src="http://chart.apis.google.com/chart? chs=600x400&cht=v&chd=t:$values.a,$values.b,$values.c, $values.intersect_ab,$values.intersect_ac,$values.intersect_bc, $values.intersect_abc&chdl=$esc.url($params.q_a)|$esc.url ($params.q_b)|$esc.url($params.q_c)"/> <ul> <li>A: <a href="/solr/data.gov?q={!lucene}$params.q_a">$params.q_a</a> ($values.a)</li> <li>B: <a href="/solr/data.gov?q={!lucene}$params.q_b">$params.q_b</a> ($values.b)</li> <li>C: <a href="/solr/data.gov?q={!lucene}$params.q_c">$params.q_c</a> ($values.c)</li> <li>A&B: <a href="/solr/data.gov?q={!lucene}$params.q_ab">$params.q_ab</a> ($values.intersect_ab)</li> <li>A&C: <a href="/solr/data.gov?q={!lucene}$params.q_ac">$params.q_ac</a> ($values.intersect_ac)</li> <li>B&C: <a href="/solr/data.gov?q={!lucene}$params.q_bc">$params.q_bc</a> ($values.intersect_bc)</li> <li>A&B&C: <a href="/solr/data.gov?q={!lucene}$params.q_abc">$params.q_abc</a> ($values.intersect_abc)</li> </ul>
  50. 50. Solritas • Pronounced: so-LAIR-uh-toss • Celeritas is a Latin word, translated as "swiftness" or "speed". It is often given as the origin of the symbol c, the universal notation for the speed of light - http:// en.wikipedia.org/wiki/Celeritas • VelocityResponseWriter - simply passes the Solr response through the Apache Velocity templating engine • http://wiki.apache.org/solr/VelocityResponseWriter
  51. 51. Solr Flare • Ruby on Rails plugin • facet field detection, autosuggest, saved search, inverted facets, pie charts, Simile Timeline and Exhibit integration • Useful for rapid prototyping • See Flare's big brother, Blacklight, for production quality
  52. 52. Tang on Flare
  53. 53. • UVA radiation = blacklight • libraries are much more than books • opinionated • Ruby on Rails: best choice for an extensible user interface development framework
  54. 54. Blacklight @ UVa
  55. 55. Blacklight @ Stanford
  56. 56. Blacklight @ AgNIC
  57. 57. Prototyping Tools • CSV update handler - /update/csv • Schema Browser • Solritas, Flare, Blacklight, or... • just HTML+JavaScript (wt=json)
  58. 58. Test • Performance • Scalability • Relevance • Automate all of the above, start baselines early, avoid regressions
  59. 59. Then what? • Script the indexing process: full & delta • Work with real users on actual needs • Integrate with production systems • Iterate on schema enhancements, configuration tweaks such as caching • Deploy to staging/production environments and work at scale: collection size, real queries and performance, hardware and JVM settings
  60. 60. LucidFind http://www.lucidimagination.com/search/?q=user+interface
  61. 61. For more information... • http://www.lucidimagination.com • LucidFind • search Lucene ecosystem: mailing lists, wikis, JIRA, etc • http://search.lucidimagination.com • Getting started with LucidWorks Enterprise: • http://www.lucidimagination.com/products/ lucidworks-search-platform/enterprise • http://lucene.apache.org/solr - wiki, e-mail lists
  62. 62. Thank You!