This is the Elasticsearch plugin version of Querqy, a query preprocessing framework for Java-based search engines.
- Stop Elasticsearch if it is running.
- Open a shell and
cdinto your Elasticsearch directory. - Replace the <VERSION> placeholder in the following command and execute (see below for available versions):
./bin/elasticsearch-plugin install "https://dl.bintray.com/renekrie/maven/querqy/querqy-elasticsearch/<VERSION>/querqy-elasticsearch-<VERSION>.zip
- Answer '
yes' to the security related questions. Querqy needs special permissions to load query rewriters dynamically. - When you start Elasticsearch, you should see an INFO log message
loaded plugin [querqy].
The Querqy version naming scheme is <major version>.<minor version>.<Elasticsearch version string>.<bugfix version>.
The following versions are available. Make sure you pick the version that matches your Elasticsearch version:
| Elasticsearch version | Querqy for Elasticsearch (use this as <VERSION> above) | Querqy Lucene version |
|---|---|---|
| 7.5.2 | 1.0.es752.0 | 4.5.lucene810.2 |
| 7.5.1 | 1.0.es751.0 | 4.5.lucene810.2 |
| 7.5.0 | 1.0.es750.0 | 4.5.lucene810.2 |
| 7.4.2 | 1.0.es742.0 | 4.5.lucene810.2 |
| 7.4.1 | 1.0.es741.0 | 4.5.lucene810.2 |
| 7.4.0 | 1.0.es740.0 | 4.5.lucene810.2 |
| 7.3.2 | 1.0.es732.0 | 4.5.lucene810.2 |
| 7.3.1 | 1.0.es731.0 | 4.5.lucene810.2 |
| 7.3.0 | 1.0.es730.0 | 4.5.lucene810.2 |
| 7.2.1 | 1.0.es721.0 | 4.5.lucene800.1 |
| 7.2.0 | 1.0.es720.0 | 4.5.lucene800.1 |
| 7.1.1 | 1.0.es711.0 | 4.5.lucene800.1 |
| 7.1.0 | 1.0.es710.0 | 4.5.lucene800.1 |
| 7.0.1 | 1.0.es701.0 | 4.5.lucene800.1 |
Querqy defines its own query builder which can be executed with a rich set of parameters. We will walk through these parameters step by step, starting with a minimal query, which does not use any rewriter, then adding a 'Common Rules' rewriter and finally explaining the full set of parameters, many of them not related to query rewriting but to search relevance tuning in general.
We will provide the examples in JSON and Python. If you want to run the Python examples, you will need to install the Elasticsearch module, for example using
pip3 install Elasticsearchand then import it via
from elasticsearch import ElasticsearchJSON:
POST /myindex/_search
{
"query": {
"querqy": {
"matching_query": {
"query": "notebook"
},
"query_fields": [ "title^3.0", "brand^2.1", "shortSummary"]
}
}
}Python:
es = Elasticsearch()
resp = es.search(index='myindex', size=10, body = {
"query": {
"querqy": { # 1
"matching_query": { # 2
"query": "notebook" # 3
},
"query_fields": [
"title^3.0", "brand^2.1", "shortSummary" # 4
]
}
}
})
print(resp)Querqy provides a new query builder, querqy (#1) that can be used in a query
just like any other Elasticsearch query type.
The matching_query (#2) defines the query for
which documents will be matched and retrieved. The matching query is different
from boosting queries which would only influence the ranking but not the matching. We will later
see that Querqy allows to specify information for boosting outside the matching_query
object. The query element (#3) contains the query string. In most cases this
is just the query string as it was typed into the search box by the user.
The list of query_fields (#4) specifies in which fields to search. A field name
can have an optional field weight. In the example, the field weight for title
is 3.0. The default field weight is 1.0. Field weights must be positive. We
will later see that the query_fields are applied to parts of the querqy query
other than the matching_query as well. Hence the query_fields list is not
a child element of the matching_query.
The combination of a query string with a list of fields and field weights resembles Elasticsearch's multi_match query. However, Querqy
always builds a query that is similar to a multi_match query of type cross_fields. Unlike the multi_match query, Querqy always builds a cross_fields query, even if the fields use different analyzers. Furthermore, Querqy uses a different approach to deal with document frequency and scoring when the input terms are expanded across fields and split into further terms by the analyzers. Details will be explained in section (matching_query) similarity_scoring.
We will use the 'Common Rules rewriter' as an example. This is the best known rewriter from Querqy's Solr version. It uses a set of rules to rewrite the query. See https://github.com/renekrie/querqy for a documentation of the rules format. Note that Querqy's Elasticsearch version does not implement DECORATE instructions and logging of the matching queries to the query result.
Querqy provides a REST endpoint to manage rewriters at /_querqy/rewriter.
Creating/configuring a 'Common Rules rewriter':
JSON:
PUT /_querqy/rewriter/common_rules
{
"class": "querqy.elasticsearch.rewriter.SimpleCommonRulesRewriterFactory",
"config": {
"rules" : "notebook =>\nSYNONYM: laptop"
}
}Python:
import requests
# 1
rules = """
notebook =>
SYNONYM: laptop
"""
req = {
"class": "querqy.elasticsearch.rewriter.SimpleCommonRulesRewriterFactory", # 2
"config": { # 3
"rules" : rules # 4
}
}
rewriter_endpoint = 'http://localhost:9200/_querqy/rewriter/'
rewriter_name = 'common_rules' # 5
resp = requests.put(rewriter_endpoint + rewriter_name, json=req) # 6
print(resp.json())
Rewriter definitions are uploaded by sending a PUT request to the rewriter
endpoint (#6). The last part of the request URL path will become the name of
the rewriter. (#5)
A rewriter definition must contain a class element (#2). Its value references
an implementation of a querqy.elasticsearch.ESRewriterFactory which will provide
the rewriter that we want to use.
The rewriter definition can also have a config object (#3) which contains the
rewriter-specific configuration.
In the case of the SimpleCommonRulesRewriter, the configuration must contain
the rewriting rules. The rules are defined (#1) using the same syntax
like in the Solr version (#4). Remember to escape line breaks etc.
when you include your rules in a JSON document.
We can now apply one or more rewriters (#1) to a query:
JSON:
POST /myindex/_search
{
"query": {
"querqy": {
"matching_query": {
"query": "notebook"
},
"query_fields": [ "title^3.0", "brand^2.1", "shortSummary"],
"rewriters": ["common_rules"]
}
}
}Python:
es = Elasticsearch()
resp = es.search(index='myindex', size=10, body = {
"query": {
"querqy": {
"matching_query": {
"query": "notebook"
},
"query_fields": [
"title^3.0", "brand^2.1", "shortSummary"
],
"rewriters": ["common_rules"] # 1
}
}
})
print(resp)The rewriters are added to the query using a list named rewriters (#1). This list contains the rewrite chain - the list of rewriters in the order in which they will be applied and in which they will manipulate the query.
Rewiters are referenced from rewriters either just by their name or by the name property of an object, which allows to pass request parameters to the rewriter.
The following example shows two rewriters, one of them receiving additional parameters:
JSON:
POST /myindex/_search
{
"query": {
"querqy": {
"matching_query": {
"query": "notebook"
},
"query_fields": [ "title^3.0", "brand^2.1", "shortSummary"],
"rewriters": [
"word_break",
{
"name": "common_rules",
"params": {
"criteria": {
"filter": "$[?(!@.prio || @.prio == 1)]"
}
}
}
]
}
}
}Python:
es = Elasticsearch()
resp = es.search(index='myindex', size=10, body = {
"query": {
"querqy": {
"matching_query": {
"query": "notebook"
},
"query_fields": [
"title^3.0", "brand^2.1", "shortSummary"
],
"rewriters": [
"word_break", # 1
{ # 2
"name": "common_rules", # 3
"params": {
"criteria": {
"filter": "$[?(!@.prio || @.prio == 1)]"
}
}
}
]
}
}
})
print(resp)The first rewriter, word_break (#1), is just referenced by its name (we will see
a 'word break rewriter' configuration later @TODO). The second rewriter is called
using a JSON object. Its name property references the rewriter definition by its
name, "common_rules" (#2). The params object (#3) is passed to the rewriter.
The criteria parameter is specific to the Common Rules rewriter. The filter expression in the example ensures that only rules that either have a prio property set to 1 or that don't have any prio property at all will be applied (see here for rule filtering and ordering in the Common Rules rewriter.)
In the above example rewrite chain, the word_break rewriter will be applied before the common_rules rewriter.
In this section we will describe the remaining request parameters of a querqy query. The following example shows a 'full request' which uses all parameters. We are going to explain them one by one below.
JSON:
POST /myindex/_search
{
"query": {
"querqy": {
"matching_query": {
"query": "notebook",
"similarity_scoring": "dfc",
"weight": 0.75
},
"query_fields": [
"title^3.0", "brand^2.1", "shortSummary"
],
"minimum_should_match": "100%",
"tie_breaker": 0.01,
"field_boost_model": "prms",
"rewriters": [
"word_break",
{
"name": "common_rules",
"params": {
"criteria": {
"filter": "$[?(!@.prio || @.prio == 1)]"
}
}
}
],
"boosting_queries": {
"rewritten_queries": {
"use_field_boost": false,
"similarity_scoring": "off",
"positive_query_weight": 1.2,
"negative_query_weight": 2.0
},
"phrase_boosts": {
"full": {
"fields": ["title", "brand^4"],
"slop": 2
},
"bigram": {
"fields": ["title"],
"slop": 3
},
"trigram": {
"fields": ["title", "brand", "shortSummary"],
"slop": 6
},
"tie_breaker": 0.5
}
},
"generated" : {
"query_fields": [
"title^2.0", "brand^1.5", "shortSummary^0.0007"
],
"field_boost_factor": 0.8
}
}
}
}Python:
es = Elasticsearch()
resp = es.search(index='myindex', size=10, body = {
"query": {
"querqy": {
"matching_query": {
"query": "notebook",
"similarity_scoring": "dfc", # 1
"weight": 0.75 # 2
},
"query_fields": [
"title^3.0", "brand^2.1", "shortSummary"
],
"minimum_should_match": "100%", # 3
"tie_breaker": 0.01, # 4
"field_boost_model": "prms", # 5
"rewriters": [
"word_break",
{
"name": "common_rules",
"params": {
"criteria": {
"filter": "$[?(!@.prio || @.prio == 1)]"
}
}
}
],
"boosting_queries": { # 6
"rewritten_queries": { # 7
"use_field_boost": False, # 8
"similarity_scoring": "off", # 9
"positive_query_weight": 1.2, # 10
"negative_query_weight": 2.0 # 11
},
"phrase_boosts": { # 12
"full": { # 13
"fields": ["title", "brand^4"], # 14
"slop": 2 # 15
},
"bigram": { # 16
"fields": ["title"],
"slop": 3
},
"trigram": { # 17
"fields": ["title", "brand", "shortSummary"],
"slop": 6
},
"tie_breaker": 0.5 # 18
}
},
"generated" : { # 19
"query_fields": [ # 20
"title^2.0", "brand^1.5", "shortSummary^0.0007"
],
"field_boost_factor": 0.8 # 21
}
}
}
})
print(resp)We will start with parameters #1 to #5 which control the behaviour of the
matching_query. Global parameters #3 to #5 also influcene generated queries and boosting_queries which we will describe later.
Default value: 1
The minimum number of query clauses that must match for a document to be returned (description copied from Elasticsearch's ['match query' documentation] (https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-match-query.html), which also see for valid parameter values). The minimum number of query clauses is counted across fields. For example, if the query a b is searched in "query_fields":["f1", "f2"] with "minimum_should_match":"100%", the two terms need not match in the same field so that a document matching f1:a and f2:b will be included in the result set.
Default value: 0.0
When a query term a is searched across fields (such as f1, f2 and f3), the query is expanded into term queries (f1:a, f2:a, f3:a). The rewritten query will use as its own score the score of the highest scoring term query plus the sum of the scores of the other term queries multiplied with tie_breaker. Let's assume that f2:a produces the highest score, the resulting score will be score(f2:a) + tie_breaker * (score(f1:a) + score(f3:a)).
Values: fixed (default), prms
Querqy allows to choose between two approaches for field boosting in scoring:
fixed: field boosts are specified at field names inquery_fields. The same field weight will be used across all query terms for a given query field.prms: field boosts are derived from the distribution of the query terms in the index. More specifically, they are derived from the probability that a given query term occurs in a given field in the index. For example, given the queryapple iphone blackwith query fieldsbrand,categoryandcolor, the termapplewill in most data sets have a greater probability and weight for thebrandfield compared tocategoryandcolor, whereasblackwill have the greatest probability in thecolorfield. This approach follows the ideas described in: J. Kim & W.B. Croft: A Probabilistic Retrieval Model for Semi-structured Data, 2009. Field weights specified inquery_fieldswill be ignored iffield_boost_modelis set toprms.
Values: dfc (default), on, off
Controls how Lucene's scoring implementation (= similarity) is used when an input query term is expanded across fields and when it is expanded during query rewriting:
dfc: 'document frequency correction' - use the same document frequency value for all terms that are derived from the same input query term. For example, leta bbe the input query and let it be rewritten into(f1:a | f2:a | ((f1:x | f2:x) | (f1:y | f2:x)) (f1:b | f2:b)by synonym and field expansion, then(f1:a | f2:a | ((f1:x | f2:x) | (f1:y | f2:x))(all derived froma) will use the same document frequency value. More specifically, Querqy will use the maximum document frequency of these terms as the document frequency value for all of them. Similarily, the maximum document frequency of(f1:b | f2:b)will be used for these two terms.off: Ignore the output of Lucene's similarity scoring. Only field boosts will be used for scoring.on: Use Lucene's similarity scoring output. Note that in Querqy field boosting is handled outside the similarity and it can be configured using thefield_boost_modelparameter.
Default value: 1.0
A weight that is multiplied with the score that is produced by the matching query before the score of the boosting queries is added.
The boosting_queries object contains information about sub-queries that do not influcence the matching of documents but contribute to the score of documents that are retrieved by the matching_query. A querqy query allows to control two main types of boosting queries:
rewritten_queries- boost queries that are produced as part of query rewriting (#7).phrase_boosts- (partial) phrases that are derived from the query string for boosting documents that contain corresponding phrase matches (#12)
Scores from both types of boosting queries will be added to the score of the matching query.
Default value: true
If true, the scores of the boost queries will include field weights. A field boost of 1.0 will be used otherwise.
Values: dfc (default), on, off
Controls how Lucene's scoring implementation (= similarity) is used when the boosting query is expanded across fields.
dfc: 'document frequency correction' - use the same document frequency (df) value for all term queries that are produced from the same boost term. Querqy will use the maximum document frequency of the produced terms as the df value for all of them. If thematching_queryalso usessimilarity_scoring=dfc(see here), the maximum df of the matching query will be added to the df of the boosting query terms in order to put the dfs in the two query parts on a comparable scale and to avoid giving extremely high weight to very sparse boost terms.off: Ignore the output of Lucene's similarity scoring.on: Use Lucene's similarity scoring output.
Default value: 1.0
Query rewriting in Querqy can produce boost queries that either promote matching documents to the top of the search result or that push matching documents to the bottom of the search result list. The UP rules in the Common Rules rewriter are an example of a positive boost query that promotes documents to the top of the search result. DOWN rules are an example of negative boost queries, which push the documents down the search result list.
Scores of postive boost queries are multiplied with positive_query_weight. Scores of negative boost queries are multiplied with negative_query_weight. Both weights must be positive decimal numbers. Note that increasing the value of negative_query_weight means to demote matching documents more strongly.
Unlike rewritten_queries, phrase_boosts can be applied regardless of query rewriting. If enabled, a boost query will be created from phrases which are derived from the query string. Documents matching this boost query will be promoted to towards the top of the search result.
The objects full, bigram and trigram control how phrase boost queries will be formed:
full: boosts documents that contain the entire input query as a phrasebigram: creates phrase queries for boosting from pairs of adjacent query tokenstrigram: creates phrase queries for boosting from triples of adjacent query tokens
The fields lists (#14 for full) defines the fields and their weights in which the phrases will be looked up. The slop defines the number of positions the phrase tokens are allowed to shift while still counting as a phrase. A slopof two or greater allows for token transposition (compare Elasticsearch's Match phrase query). The default slop is 0.
Depending on the number of query tokens, a matching full phrase query can imply one or more bigram and trigram matches. The scores of these matches will be sumed up, which can quickly result in a very large score for documents that match a long full query phrase. Setting tie_breaker for phrase_boosts to a low value will reduce this aggregation effect (#18). Querqy will use the highest score amongst full, bigram and trigram matches and multiply the score of the other matches with the tie_breaker value. A tie_breaker of 0.0 - which is the default value - will only use the highest score.
The concept of phrase boosting is very similar to the pf/pf2/pf3/ps/ps2/ps3 parameters of Solr's Extended DisMax / DisMax query parsers. However, Querqy adds control over the aggregation of the scores from the different phrase boost types using the tie_breaker.
The score produced by phrase_boosts is added to the boost of the matching_query.
The parameters in the generated object control the fields and the weights of the query parts that were created during query rewriting. These query parts can occur in the matching query - for example, synonyms or (de)compound words - or in boosting queries (see rewritten_queries in boosting_queries above).
Default value: copy from global query_fields
The list of fields and their weights for matching generated query terms. This overrides the global query_fields that are used for the matching query. If no query_fields are specified for the generated query parts, the global query_fields will be used.
Default value: 1.0
A factor that is multiplied with the field weights of the generated query terms. The factor is applied regardless of where the query_fields for generated terms are defined, i.e. in the query_fields of the generated object or globally. This factor can be used to apply a penalty to all terms that were not entered by the user but inserted as part of the query rewriting.