[Bug 18316] New: Add weighting/relevancy options to ElasticSearch

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[Bug 18316] New: Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

            Bug ID: 18316
           Summary: Add weighting/relevancy options to ElasticSearch
 Change sponsored?: ---
           Product: Koha
           Version: master
          Hardware: All
                OS: All
            Status: NEW
          Severity: enhancement
          Priority: P5 - low
         Component: Searching
          Assignee: [hidden email]
          Reporter: [hidden email]
        QA Contact: [hidden email]

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

--- Comment #1 from Nick Clemens <[hidden email]> ---
Created attachment 61472
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=61472&action=edit
Bug 18316 - Add weighting/relevancy options to ElasticSearch

These are proof of concept that we can add weighting simply at time of
search query. Testable but not suitable for pushing.

To test:
Apply patch
Use the advanced search page in the intranet
Choose a field and enter a number to weight
Note diffrently ordered results than without any weighing

To DO:
1 - Add a config page for default wieghting to be used
2 - Allow addition of any indexed field to wieghting at search
3 - All more than one fields to be weighted
4 - Better code/variables

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Nick Clemens <[hidden email]> changed:

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Jonathan Druart <[hidden email]> changed:

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         QA Contact|[hidden email]-communit |
                   |y.org                       |
          Component|Searching                   |Searching - Elasticsearch
                 CC|                            |[hidden email]-c
                   |                            |ommunity.org

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Séverine Queune <[hidden email]> changed:

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Alex Arnaud <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #61472|0                           |1
        is obsolete|                            |

--- Comment #2 from Alex Arnaud <[hidden email]> ---
Created attachment 73139
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=73139&action=edit
Bug 18316 - Add weighting/relevancy options to ElasticSearch

These are proof of concept that we can add weighting simply at time of
search query. Testable but not suitable for pushing.

To test:
Apply patch
Use the advanced search page in the intranet
Choose a field and enter a number to weight
Note diffrently ordered results than without any weighing

To DO:
1 - Add a config page for default wieghting to be used
2 - Allow addition of any indexed field to wieghting at search
3 - All more than one fields to be weighted
4 - Better code/variables

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Alex Arnaud <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #73139|0                           |1
        is obsolete|                            |

--- Comment #3 from Alex Arnaud <[hidden email]> ---
Created attachment 73140
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=73140&action=edit
Bug 18316 - Add weighting/relevancy options to ElasticSearch

These are proof of concept that we can add weighting simply at time of
search query. Testable but not suitable for pushing.

To test:
Apply patch
Use the advanced search page in the intranet
Choose a field and enter a number to weight
Note diffrently ordered results than without any weighing

To DO:
1 - Add a config page for default wieghting to be used
2 - Allow addition of any indexed field to wieghting at search
3 - All more than one fields to be weighted
4 - Better code/variables

Rebased-by Alex Arnaud <[hidden email]> (2018-03-21)

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Fridolin SOMERS <[hidden email]> changed:

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Gaetan Boisson <[hidden email]> changed:

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--- Comment #4 from Gaetan Boisson <[hidden email]> ---
Alex is working on this.

We are assuming relevancy working is mostly important for simple search, or
what zebra calls the "keyword" index.

What we plan to do:

Add columns to the "search fields" tab of the search engine configuration page,
where the user will be able to indicate a weight for each field.

This will allow to configure the way the simple search is weighted: it will
search in all fields for which a weight has been indicated. If no weight was
indicated it will search in all fields. (In addition, this allows excluding
some search fields from the simple search!)

This will not affect advanced search, in which the user can pick indices
himself. (But it could, and we would then run the query with the weight defined
for each field.)

The possibility to add a weight to a search field will only be offered if this
field is used in the biblio mapping. So it won't be possible to give weight to
a field only used in the authorities mapping, or defined but unused.

In the future it should be possible to have "koha indices" that search across
multiple elasticsearch fields, each with a different weight. But this seems a
bit ambitious for now, especially with 18.05 so close. So this seems like a
reasonable goal for the next release, and certainly a very useful one.

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Nick Clemens <[hidden email]> changed:

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--- Comment #5 from Nick Clemens <[hidden email]> ---
This sounds like a reasonable approach, looking forward to seeing it :-)

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Alex Arnaud <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #73140|0                           |1
        is obsolete|                            |

--- Comment #6 from Alex Arnaud <[hidden email]> ---
Created attachment 73492
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=73492&action=edit
Bug 18316 - Ability to weight search fields

Weight can be defined between 1 and 99.
only search fields mapped with biblios can be weighted

Test plan:
  - apply this patch,
  - update schema file (perl misc/devel/update_dbix_class_files.pl),
  - go to Administration > Search engine configuration,
  - in search fields tab, define weights for some fields and save,
  - check weights has been saved,
  - reset some weights (empty) and save,
  - check weights has been reset

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

--- Comment #7 from Alex Arnaud <[hidden email]> ---
Created attachment 73493
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=73493&action=edit
Bug 18316 - Add weighting/relevancy options to ES query on simple search

The idea is the following: if some search field(s) are weighted in
search
engine config page, Koha will query ES on these fields only and with
the coresponding weights. Else, search is done on the entire record.

Test plan (having Koha working with Elasticsearch):
  - apply this patch,
  - try searches with and without weight defined on search fields

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Alex Arnaud <[hidden email]> changed:

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             Status|NEW                         |Needs Signoff

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Alex Arnaud <[hidden email]> changed:

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  Change sponsored?|---                         |Sponsored

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Séverine Queune <[hidden email]> changed:

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Séverine Queune <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #73492|0                           |1
        is obsolete|                            |

--- Comment #8 from Séverine Queune <[hidden email]> ---
Created attachment 73600
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=73600&action=edit
Bug 18316 - Ability to weight search fields

Weight can be defined between 1 and 99.
only search fields mapped with biblios can be weighted

Test plan:
  - apply this patch,
  - update schema file (perl misc/devel/update_dbix_class_files.pl),
  - go to Administration > Search engine configuration,
  - in search fields tab, define weights for some fields and save,
  - check weights has been saved,
  - reset some weights (empty) and save,
  - check weights has been reset

Signed-off-by: Séverine QUEUNE <[hidden email]>

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Séverine Queune <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #73493|0                           |1
        is obsolete|                            |

--- Comment #9 from Séverine Queune <[hidden email]> ---
Created attachment 73601
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=73601&action=edit
Bug 18316 - Add weighting/relevancy options to ES query on simple search

The idea is the following: if some search field(s) are weighted in
search
engine config page, Koha will query ES on these fields only and with
the coresponding weights. Else, search is done on the entire record.

Test plan (having Koha working with Elasticsearch):
  - apply this patch,
  - try searches with and without weight defined on search fields

Signed-off-by: Séverine QUEUNE <[hidden email]>

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

--- Comment #10 from Séverine Queune <[hidden email]> ---
Patchs work as described.

I misunderstood the way to use numbers, thinking "1" was the most important
field(s) I wanted to search in.
Maybe a warning or more detailed description would be useful for reindex can
take time for big databases, it would be sad if others make the same mistake as
I.

This weighting add a lot of relevance to the simple search.

In reaction to Gaetan's comment, it also appears that having weight on
sub-fields used on the same index would be great.
For example, when searching with index "title" in our Unimarc system, we would
like to display books that contains the searched word in 200$b before the ones
in 410$t.

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

--- Comment #11 from Alex Arnaud <[hidden email]> ---
(In reply to Séverine Queune from comment #10)
> Patchs work as described.
>
> I misunderstood the way to use numbers, thinking "1" was the most important
> field(s) I wanted to search in.
> Maybe a warning or more detailed description would be useful for reindex can
> take time for big databases, it would be sad if others make the same mistake
> as I.
You mean add a warning to tell users that more the weight is hight more the
field is important?
>
> This weighting add a lot of relevance to the simple search.
>
> In reaction to Gaetan's comment, it also appears that having weight on
> sub-fields used on the same index would be great.
> For example, when searching with index "title" in our Unimarc system, we
> would like to display books that contains the searched word in 200$b before
> the ones in 410$t.
I'm not yet confortable enough with all ES capabilities, but it could be done
by adding a "other-title" search field with a different weight. Does it make
sens for you?

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Alex Arnaud <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Blocks|                            |20388


Referenced Bugs:

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=20388
[Bug 20388] Elasticsearch - Ability to add search fields from UI
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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Nicolas Legrand <[hidden email]> changed:

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--- Comment #12 from Nicolas Legrand <[hidden email]> ---
(In reply to Alex Arnaud from comment #11)

> (In reply to Séverine Queune from comment #10)
> > Patchs work as described.
> >
> > I misunderstood the way to use numbers, thinking "1" was the most important
> > field(s) I wanted to search in.
> > Maybe a warning or more detailed description would be useful for reindex can
> > take time for big databases, it would be sad if others make the same mistake
> > as I.
> You mean add a warning to tell users that more the weight is hight more the
> field is important?

I think that's what she meant.

> > This weighting add a lot of relevance to the simple search.
> >
> > In reaction to Gaetan's comment, it also appears that having weight on
> > sub-fields used on the same index would be great.
> > For example, when searching with index "title" in our Unimarc system, we
> > would like to display books that contains the searched word in 200$b before
> > the ones in 410$t.
> I'm not yet confortable enough with all ES capabilities, but it could be
> done by adding a "other-title" search field with a different weight. Does it
> make sens for you?

Yes, but not to our librarians colleagues who want to describe titles in a
myriad of MARC' subfield while uniting them all under one index entry. I'm not
sure to be able to convince them this may not be a good idea :). The 4XX$t as a
title index  for instance, is a relevancy killer. I'll try to convince them to
bind it to a linked-with-title index.

Anyway, having a different relevancy for same index/different subfield may be
another bug.

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

--- Comment #13 from Nick Clemens <[hidden email]> ---
I agree - different weighting for specific fields in an index would be a
separate bug

Searching and weighting works well and tests pass

I have questions about the comments:

>Weight: define weight between 1 and 99.
add: Higher numbers indicate increased relevenacy

>search will be done on weighted fields only
this doesn't seem to be the case - weight author - search for an isbn, you get
the record

>if no field is weighted, search will be done on all the record
true, but we search all fields even with some wieghts

I think the behaviour is correct, searching _all and adding weighted fields,
just need to adjust comments

Should we indicate that weights are not used during adv search? (If we want
them I think that can be done on a future patch)

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

--- Comment #14 from Alex Arnaud <[hidden email]> ---
(In reply to Nick Clemens from comment #13)
> I agree - different weighting for specific fields in an index would be a
> separate bug
+1

>
> Searching and weighting works well and tests pass
>
> I have questions about the comments:
>
> >Weight: define weight between 1 and 99.
> add: Higher numbers indicate increased relevenacy
>
> >search will be done on weighted fields only
> this doesn't seem to be the case - weight author - search for an isbn, you
> get the record
Right. Search is done on all fields but boost the weighted ones.
>
> >if no field is weighted, search will be done on all the record
> true, but we search all fields even with some wieghts
>
> I think the behaviour is correct, searching _all and adding weighted fields,
> just need to adjust comments
>
> Should we indicate that weights are not used during adv search? (If we want
> them I think that can be done on a future patch)
I can do it. The future patch for adv search will have to remove the comment.

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

--- Comment #15 from Alex Arnaud <[hidden email]> ---
Created attachment 74112
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=74112&action=edit
Bug 18316 - String changes

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Nick Clemens <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|Signed Off                  |Passed QA

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Nick Clemens <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #73600|0                           |1
        is obsolete|                            |
  Attachment #73601|0                           |1
        is obsolete|                            |
  Attachment #74112|0                           |1
        is obsolete|                            |

--- Comment #16 from Nick Clemens <[hidden email]> ---
Created attachment 74115
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=74115&action=edit
Bug 18316: Ability to weight search fields

Weight can be defined between 1 and 99.
only search fields mapped with biblios can be weighted

Test plan:
  - apply this patch,
  - update schema file (perl misc/devel/update_dbix_class_files.pl),
  - go to Administration > Search engine configuration,
  - in search fields tab, define weights for some fields and save,
  - check weights has been saved,
  - reset some weights (empty) and save,
  - check weights has been reset

Signed-off-by: Séverine QUEUNE <[hidden email]>

Signed-off-by: Nick Clemens <[hidden email]>

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

--- Comment #17 from Nick Clemens <[hidden email]> ---
Created attachment 74116
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=74116&action=edit
Bug 18316: Add weighting/relevancy options to ES query on simple search

The idea is the following: if some search field(s) are weighted in
search
engine config page, Koha will query ES on these fields only and with
the coresponding weights. Else, search is done on the entire record.

Test plan (having Koha working with Elasticsearch):
  - apply this patch,
  - try searches with and without weight defined on search fields

Signed-off-by: Séverine QUEUNE <[hidden email]>

Signed-off-by: Nick Clemens <[hidden email]>

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

--- Comment #18 from Nick Clemens <[hidden email]> ---
Created attachment 74117
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=74117&action=edit
Bug 18316: String changes

Signed-off-by: Nick Clemens <[hidden email]>

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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

Alex Arnaud <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Blocks|                            |20602


Referenced Bugs:

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=20602
[Bug 20602] Use search fields weight/relecancy on OPAC simple search
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[Bug 18316] Add weighting/relevancy options to ElasticSearch

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=18316

[hidden email] <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Blocks|                            |20607


Referenced Bugs:

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=20607
[Bug 20607] Elasticsearch - ability to add a relevancy weight in mappings.yaml
file
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