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readme.md

Argos

Argos

0 to Argos

Note: Most of the information here pertains to setting up an environment for developing Argos. For deploying Argos to other environments, such as staging or production, please refer to argos.cloud, which is designed specifically for that purpose. [note: there have been several changes to argos as of late and argos.cloud is not yet updated]

Note: Argos requires some training data, which can be collected using the argos.corpora project. This project also can collect testing/evaluation data for assessing the quality of Argos' clustering.


Setup

The setup process for Argos is fairly complex, but some scripts vastly simplify it.

Note on virtualenvs: Many of the following commands (those preceded by (argos)) assume you are in your virtual environment. As a reminder, you can activate it like so:

# by default, the setup script creates a virtualenv at ~/env/argos
$ source ~/env/argos/bin/activate

Configuration

Override default configuration values (defaults are found in argos/conf/default/) by creating a corresponding config in argos/conf/. For example, if you want to set your own API authentication credentials, do so by creating argos/conf/api.py, which will override argos/conf/default/api.py.

Some important settings here are

  • API authentication credentials for any external services (in argos/conf/api.py)
  • AWS (S3) access keys (in argos/conf/app.py)
  • error email authentication info for both the app (in argos/conf/app.py) and celery (in argos/conf/celery.py)

Dependencies

Argos is built in Python 3.3, so make sure you have pip3 and virtualenv-3.3:

# OSX
$ brew install python3 # (also installs pip3)
$ pip3 install virtualenv

# Ubuntu
$ sudo apt-get install python3.3 python3-pip -y
$ sudo pip3 install virtualenv

Then, the easiest way to set things up is to just run the setup script:

$ ./setup

This will install any necessary system dependencies, setup the virtualenv, setup NLTK with the necessary data, install Postgres and setup its databases, download and setup Stanford NER, download and setup Apache Jena & Fuseki, with data from DBpedia, download and setup DBpedia Spotlight and generate the documentation.

Database

You will also need to setup the databases, which you can do with:

$ ./run db:create

This creates a Postgres user, argos_user, and sets up development and testing databases (argos_dev, and argos_test) respectively. (If you ran ./setup already, this step should not be necessary.)

You can optionally setup the default sources for collecting articles by doing (make sure Postgres is running):

(argos) $ python manage.py create:sources

Training the vectorizers

Finally, you will need to train the vectorizer pipelines used in clustering. You can train this pipeline with a JSON file of training data structured like so:

[
    {
        'title': 'Some title',
        'text': 'Some text'
    }, {
        'title': 'Another article',
        'text': 'Foo bar'
    },
    ...
]

You need to train a bag-of-words vectorizing pipeline and one for concepts/entities as well.

The training is accomplished like so:

(argos) $ python manage.py train <pipeline type> /path/to/training/data.json

For example:

(argos) $ python manage.py train bow /path/to/training/data.json
(argos) $ python manage.py train stanford /path/to/training/data.json

This will serialize (pickle) the trained pipeline to the PIPELINE_PATH specified in the config, generating filenames based on the pipeline type. This pipeline is used specifically to vectorize news articles so that should probably be what your training data is composed of. You can collect this data using argos.corpora.


Running & Development

Starting the environment

And then when you're ready to start developing/testing, run:

$ ./go &

This command will startup the Argos environment as a background process. It will tell you its pid, keep note of that so you can kill it later. The environment runs:

  • Redis (6379)
  • Stanford NER (8080)
  • DBpedia spotlight (2222)
  • RabbitMQ (5672)
  • Apache Jena Fuseki (3030)

By default it does not start the celery workers. You can start those separately using the command in the go script, or you can specify true as an argument:

$ ./go true &

Note: If you're running this on Ubuntu, some of these processes may fail, but it is because they are already running as services. Don't worry about it.

Then when you're done, kill it with:

$ kill <pid>

Seeding development data

You can setup seed data to work with:

(argos) $ python manage.py seed

Running the API server

And then run the API server:

(argos) $ python manage.py server

Running the front end server

You can run the frontend ('front') server instead:

(argos) $ python front.py

Running the periodic celery tasks

To run the periodic celery tasks, which includes collecting of new articles from feeds and clustering them into events, we use celery beat:

# First create this dir and chown it to whatever user is running celery beat
(argos) $ sudo mkdir -p /var/lib/celery

(argos) $ celery beat --app=argos.tasks.celery --schedule=/var/lib/celery/beat.db --pidfile=

Adding admin users

To add a user as an admin:

(argos) $ python manage.py create:admin someone@someplace.com

Changes to the data model (Migrations)

If you make changes to the data model, make sure you create a migration:

(argos) $ python manage.py db migrate

And then run the migration:

(argos) $ python manage.py db upgrade

If you run into errors like:

sqlalchemy.exc.ProgrammingError: (ProgrammingError) column "<something>" of relation "article" already exists)

it's likely because your database is already fully-migrated (perhaps you created a new one from scratch, based off the latest data model). You just need to properly "stamp" the database with the latest revision ID so that Alembic (which manages the migrations) knows that its up-to-date:

(argos) $ python manage.py db stamp head

This marks the database as at the latest (head) revision.


Testing

When you get everything setup it's worth running the tests to ensure that things have installed correctly:

(argos) $ ./run tests

You can also run more specific test modules:

(argos) $ ./run tests tests/core
(argos) $ ./run tests tests/core/article_test.py

Performance

You can also profile some of the more intensive parts to identify bottlenecks:

(argos) $ python manage.py profile

Note: don't run this in production as it modifies your database.


Evaluation

You can also evaluate the quality of some of the algorithms (currently only the article=>event and event=>story clustering).

The project comes with a few datasets to use for evaluation, located in manage/core/evaluate/data/. They are not particularly large, but you can generate more evaluation datasets using argos.corpora's sampler functionality (which will generate "pre-labeled" event clusters by parsing WikiNews dumps).

The evaluation commands perform a grid search across different similarity thresholds and strategies (see below for more details), scoring the results against the pre-labeled clusters.

Note that the clustering algorithm used is a hierarchical agglomerative one, so the main things under examination in these evaluations are:

  • The quality of the similarity metric, which measures how similar two articles or events are.
  • The threshold for which the similarity metric indicates that two articles or events are sufficiently similar to be grouped together.

To run the evaluations:

(argos) $ python manage.py evaluate:event
(argos) $ python manage.py evaluate:story

Note: don't run this in production as it modifies your database.

These will run evaluations on the provided datasets. To pass in a different dataset:

(argos) $ python manage.py evaluate:event -d /path/to/my/dataset.json

The dataset is expected to be in JSON format and adhere to a certain structure, which is what the argos.corpora sampler outputs.

An HTML report will be output to manage/core/evaluate/reports/ with some details. You can look at the cluster members and determine for yourself if they look right.

New similarity strategies can be patched in by defining methods in either manage/core/evaluate/strategies/event.py or manage/core/evaluate/strategies/story.py. The methods must have similarity in their name to be registered as an alternative similarity strategy.

The only requirement is that the method's parameters are (self, obj), where obj is the object being compared to, and that it returns a float value from 0.0 to 1.0, where 0.0 is completely dissimilar and 1.0 means identical.


Deployment

See argos.cloud.

Note: argos has gone through some changes and argos.cloud has not yet been updated accordingly.


Notes/Caveats/Miscellany

If you are having import errors or the packages seem to be missing, fear not ~ it may be because some package failed to install and pip rolled back the installs of everything else. Check your pip logs at ~/.pip/pip.log. I'd wager it is scipy which ran into a missing dependency.