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SodaSearch full text indexing module for Ruby on Rails Copyright (C) 2006 Networked Knowledge Systems, Inc. This library is free software; you can redistribute it and/or modify it under the terms of the GNU Lesser General Public License as published by the Free Software Foundation; either version 2.1 of the License, or (at your option) any later version. This library is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU Lesser General Public License for more details. You should have received a copy of the GNU Lesser General Public License along with this library; if not, write to the Free Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA == Revision History - original 7/21/06 by Paul Legato (plegato |at| nks.net) - Revised 7/22/06 by Paul Legato (plegato |at| nks.net) == Overview Soda Search is a medium-performance full-text indexing system. It is loosely based on the same principles as Xapian (http://www.xapian.org/). The system is relatively simple. It consists of two database tables per class being indexed, plus some ActiveRecord extensions shared by all classes that use the Indexer. The database tables are deliberately NOT normalized completely, to cut back on the computational overhead required to do searches and updates. This system is quite useable as it is, but the index format it provides is also the foundation for a much more robust searching system. We will eventually implement phrase matching, term weighting, Boolean term combination, etc. This can all be accomplished with the current index format; all that needs to be done is modify the searching code. ==Setup Install this directory into your vendor/plugins/ directory. The required tables per indexed class are <class>_terms and <class>_indices, where <class> is the name of your model class. === <class>_terms structure: id primary key, term text not null uniq Index on term. === <class>_indices structure: id primary key, term_id int not null FK references <class>_terms(id) position int not null, owner uuid not null FK references users(id), -- not normal public boolean not null default false, -- not normal indexee_id uuid not null FK references <class>(id) Index on term_id. You are responsible for creating these tables, and for creating ActiveRecord classes for them. When you call acts_as_soda_search in whatever you are indexing, pass these two classes to it. You must implement two ActiveRecord model classes (one for each newly created table), and pass the Class objects to acts_as_soda_search: indices_class and terms_class. We hope to add a migration generator for these items in the future. If you would write one and contribute it back to the project, we'd appreciate it! == Usage Read this, and read the comments in acts_as_soda_search.rb. We hope to have better docs here soon. Please feel free to contribute patches with improvements to this documentation. == Consequences of Not Being Normal The two not-normal fields (owner and public) would normally be retrieved via a join on <class>_id to the original <class> table, but we don't do this so that we can avoid touching the <class> table altogether when we are only interested in searching for things owned by a certain user, or for things marked public (to implement public vs. private searches.) The names of the index tables also encode important data (i.e. which class is being indexed), for speed. The flipside is that it is possible for the data here to become outdated/corrupted if the owner of a <class> instance changes, or if the public status of an item changes. Both of these situations can be taken care of by adding triggers on the referenced table that propagates such updates to the <class>_indices table. A less painful method, albeit one that does not ensure integrity at the database level, is to handle this with ActiveRecord model hooks; such a setup is "wrong" insofar as a database schema should not allow for the possibility that it even can become corrupted - it should be impossible to put any situation into the database that would be corrupt by definition. Database level triggers do that, AR hooks don't. ActiveRecord::Base is extended with an index() method. This returns an Array of terms present in the object in order. How to determine what terms to include is up to each object. The ordering (held inherently in the Array at the Ruby level, and held in the "position" column at the database level) is used so that when users do searches, terms close together can be given more weight than terms farther apart. This method will allow quoted exact phrase searches, once those are implemented in the retrieval code. ActiveRecord::Base also gets two class methods, reindex() and search(). == Blunt Reindexing === Of a whole class: To reindex a given class, call <class name>.reindex(<type>), e.g. "Comments.reindex(:all)". Currently valid types are :all and :unindexed. :all erases all existing indices and reindexes every record. This can take a long time if there are a lot of records to be reindexed, and it will put significant load on the database while this is happening. :unindexed just indexes records that have no index data stored in the database. Note that any partially indexed records will NOT be completed by running :unindexed, since the test is a simple Boolean check. === Of one instance of a class: Instances are provided with an "index()" instance method. The first argument, what_to_index, is an array. It can be either an array of strings or of procs. In the string version, the strings are the text to be indexed. In the proc version, each proc is called in sequence. It may return either a String or another Proc (which should return a String). Currently, only 2 levels of proc nesting are supported -- someday, we'll rewrite it to be infinitely recursive (although Ruby as of now has tail recursion stack issues.) The second argument, clear_old, is an optional Boolean that defaults to false. If set to true, it will erase all entries for the instance before indexing what_to_index and inserting it. Use this only when the app is running in single-user mode (i.e. during a maintenance window, from the console.) If you run it while in multi-user mode, there is a small chance that there is another thread somewhere which will start a transaction to insert data into the index after/during the transaction that clears the old data. This could potentially corrupt the database through a race condition. For example, a website user adds a new comment to a thread in a forum. (Assume that for some reason the thread is indexed as a whole.) The app code auto-indexes the new message and adds it to the database in Transaction A. A half-second before that, you start up an index() on the thread with :clear_old == true, initiating Transaction B. B is given the contents of the message as its first argument, which was created before A committed. It deletes the old data from the index and writes new index data for the messages it knows about, which do not include the page added in A. The new index will thus not include any data from A. There may be other scenarios. We can abate this through locking at either the database or app level. Serialized transactions would work too, but the app must know to retry them. This is still a TODO. For now, only do :clear_old == true in a maintenance window, or risk doom. See also http://www.postgresql.org/docs/8.1/static/mvcc.html for more information. == Advanced Reindexing Suppose that part of a large indexed object changes; for example, one message in a thread which is indexed as a whole is changed. We have added a subsource_url text field to the index, so that individual chunks of index data can be referenced independently of one another according to whatever scheme makes sense in your case.