421 lines
19 KiB
Plaintext
421 lines
19 KiB
Plaintext
[[search-aggregations-bucket-significantterms-aggregation]]
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=== Significant Terms
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An aggregation that returns interesting or unusual occurrences of terms in a set.
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.Experimental!
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[IMPORTANT]
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=====
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This feature is marked as experimental, and may be subject to change in the
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future. If you use this feature, please let us know your experience with it!
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=====
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coming[1.1.0]
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.Example use cases:
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* Suggesting "H5N1" when users search for "bird flu" in text
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* Identifying the merchant that is the "common point of compromise" from the transaction history of credit card owners reporting loss
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* Suggesting keywords relating to stock symbol $ATI for an automated news classifier
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* Spotting the fraudulent doctor who is diagnosing more than his fair share of whiplash injuries
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* Spotting the tire manufacturer who has a disproportionate number of blow-outs
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In all these cases the terms being selected are not simply the most popular terms in a set.
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They are the terms that have undergone a significant change in popularity measured between a _foreground_ and _background_ set.
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If the term "H5N1" only exists in 5 documents in a 10 million document index and yet is found in 4 of the 100 documents that make up a user's search results
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that is significant and probably very relevant to their search. 5/10,000,000 vs 4/100 is a big swing in frequency.
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==== Single-set analysis
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In the simplest case, the _foreground_ set of interest is the search results matched by a query and the _background_
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set used for statistical comparisons is the index or indices from which the results were gathered.
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Example:
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[source,js]
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--------------------------------------------------
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{
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"query" : {
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"terms" : {"force" : [ "British Transport Police" ]}
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},
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"aggregations" : {
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"significantCrimeTypes" : {
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"significant_terms" : { "field" : "crime_type" }
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}
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}
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}
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--------------------------------------------------
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Response:
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[source,js]
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--------------------------------------------------
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{
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...
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"aggregations" : {
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"significantCrimeTypes" : {
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"doc_count": 47347,
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"buckets" : [
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{
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"key": "Bicycle theft",
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"doc_count": 3640,
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"score": 0.371235374214817,
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"bg_count": 66799
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}
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...
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]
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}
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}
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}
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--------------------------------------------------
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When querying an index of all crimes from all police forces, what these results show is that the British Transport Police force
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stand out as a force dealing with a disproportionately large number of bicycle thefts. Ordinarily, bicycle thefts represent only 1% of crimes (66799/5064554)
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but for the British Transport Police, who handle crime on railways and stations, 7% of crimes (3640/47347) is
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a bike theft. This is a significant seven-fold increase in frequency and so this anomaly was highlighted as the top crime type.
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The problem with using a query to spot anomalies is it only gives us one subset to use for comparisons.
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To discover all the other police forces' anomalies we would have to repeat the query for each of the different forces.
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This can be a tedious way to look for unusual patterns in an index
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==== Multi-set analysis
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A simpler way to perform analysis across multiple categories is to use a parent-level aggregation to segment the data ready for analysis.
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Example using a parent aggregation for segmentation:
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[source,js]
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--------------------------------------------------
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{
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"aggregations": {
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"forces": {
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"terms": {"field": "force"},
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"aggregations": {
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"significantCrimeTypes": {
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"significant_terms": {"field": "crime_type"}
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}
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}
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}
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}
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}
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--------------------------------------------------
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Response:
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[source,js]
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--------------------------------------------------
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{
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...
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"aggregations": {
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"forces": {
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"buckets": [
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{
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"key": "Metropolitan Police Service",
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"doc_count": 894038,
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"significantCrimeTypes": {
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"doc_count": 894038,
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"buckets": [
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{
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"key": "Robbery",
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"doc_count": 27617,
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"score": 0.0599,
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"bg_count": 53182
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},
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...
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]
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}
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},
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{
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"key": "British Transport Police",
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"doc_count": 47347,
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"significantCrimeTypes": {
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"doc_count": 47347,
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"buckets": [
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{
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"key": "Bicycle theft",
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"doc_count": 3640,
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"score": 0.371,
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"bg_count": 66799
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},
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...
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]
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}
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}
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]
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}
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}
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--------------------------------------------------
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Now we have anomaly detection for each of the police forces using a single request.
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We can use other forms of top-level aggregations to segment our data, for example segmenting by geographic
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area to identify unusual hot-spots of a particular crime type:
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[source,js]
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--------------------------------------------------
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{
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"aggs": {
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"hotspots": {
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"geohash_grid" : {
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"field":"location",
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"precision":5,
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},
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"aggs": {
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"significantCrimeTypes": {
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"significant_terms": {"field": "crime_type"}
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}
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}
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}
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}
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}
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--------------------------------------------------
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This example uses the `geohash_grid` aggregation to create result buckets that represent geographic areas, and inside each
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bucket we can identify anomalous levels of a crime type in these tightly-focused areas e.g.
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* Airports exhibit unusual numbers of weapon confiscations
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* Universities show uplifts of bicycle thefts
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At a higher geohash_grid zoom-level with larger coverage areas we would start to see where an entire police-force may be
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tackling an unusual volume of a particular crime type.
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Obviously a time-based top-level segmentation would help identify current trends for each point in time
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where a simple `terms` aggregation would typically show the very popular "constants" that persist across all time slots.
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.How are the scores calculated?
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**********************************
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The numbers returned for scores are primarily intended for ranking different suggestions sensibly rather than something easily understood by end users.
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The scores are derived from the doc frequencies in _foreground_ and _background_ sets. The _absolute_ change in popularity (foregroundPercent - backgroundPercent) would favour
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common terms whereas the _relative_ change in popularity (foregroundPercent/ backgroundPercent) would favour rare terms.
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Rare vs common is essentially a precision vs recall balance and so the absolute and relative changes are multiplied to provide a sweet spot between precision and recall.
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**********************************
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=== Use on free-text fields
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The significant_terms aggregation can be used effectively on tokenized free-text fields to suggest:
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* keywords for refining end-user searches
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* keywords for use in percolator queries
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WARNING: Picking a free-text field as the subject of a significant terms analysis can be expensive! It will attempt
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to load every unique word into RAM. It is recommended to only use this on smaller indices.
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.Use the _"like this but not this"_ pattern
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**********************************
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You can spot mis-categorized content by first searching a structured field e.g. `category:adultMovie` and use significant_terms on the
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free-text "movie_description" field. Take the suggested words (I'll leave them to your imagination) and then search for all movies NOT marked as category:adultMovie but containing these keywords.
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You now have a ranked list of badly-categorized movies that you should reclassify or at least remove from the "familyFriendly" category.
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The significance score from each term can also provide a useful `boost` setting to sort matches.
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Using the `minimum_should_match` setting of the `terms` query with the keywords will help control the balance of precision/recall in the result set i.e
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a high setting would have a small number of relevant results packed full of keywords and a setting of "1" would produce a more exhaustive results set with all documents containing _any_ keyword.
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**********************************
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[TIP]
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============
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.Show significant_terms in context
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Free-text significant_terms are much more easily understood when viewed in context. Take the results of `significant_terms` suggestions from a
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free-text field and use them in a `terms` query on the same field with a `highlight` clause to present users with example snippets of documents. When the terms
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are presented unstemmed, highlighted, with the right case, in the right order and with some context, their significance/meaning is more readily apparent.
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============
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=== Limitations
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==== Single _background_ comparison base
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The above examples show how to select the _foreground_ set for analysis using a query or parent aggregation to filter but currently there is no means of specifying
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a _background_ set other than the index from which all results are ultimately drawn. Sometimes it may prove useful to use a different
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background set as the basis for comparisons e.g. to first select the tweets for the TV show "XFactor" and then look
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for significant terms in a subset of that content which is from this week.
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==== Significant terms must be indexed values
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Unlike the terms aggregation it is currently not possible to use script-generated terms for counting purposes.
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Because of the way the significant_terms aggregation must consider both _foreground_ and _background_ frequencies
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it would be prohibitively expensive to use a script on the entire index to obtain background frequencies for comparisons.
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Also DocValues are not supported as sources of term data for similar reasons.
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==== No analysis of floating point fields
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Floating point fields are currently not supported as the subject of significant_terms analysis.
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While integer or long fields can be used to represent concepts like bank account numbers or category numbers which
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can be interesting to track, floating point fields are usually used to represent quantities of something.
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As such, individual floating point terms are not useful for this form of frequency analysis.
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==== Use as a parent aggregation
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If there is the equivalent of a `match_all` query or no query criteria providing a subset of the index the significant_terms aggregation should not be used as the
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top-most aggregation - in this scenario the _foreground_ set is exactly the same as the _background_ set and
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so there is no difference in document frequencies to observe and from which to make sensible suggestions.
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Another consideration is that the significant_terms aggregation produces many candidate results at shard level
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that are only later pruned on the reducing node once all statistics from all shards are merged. As a result,
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it can be inefficient and costly in terms of RAM to embed large child aggregations under a significant_terms
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aggregation that later discards many candidate terms. It is advisable in these cases to perform two searches - the first to provide a rationalized list of
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significant_terms and then add this shortlist of terms to a second query to go back and fetch the required child aggregations.
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==== Approximate counts
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The counts of how many documents contain a term provided in results are based on summing the samples returned from each shard and
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as such may be:
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* low if certain shards did not provide figures for a given term in their top sample
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* high when considering the background frequency as it may count occurrences found in deleted documents
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Like most design decisions, this is the basis of a trade-off in which we have chosen to provide fast performance at the cost of some (typically small) inaccuracies.
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However, the `size` and `shard size` settings covered in the next section provide tools to help control the accuracy levels.
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=== Parameters
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==== Size & Shard Size
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The `size` parameter can be set to define how many term buckets should be returned out of the overall terms list. By
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default, the node coordinating the search process will request each shard to provide its own top term buckets
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and once all shards respond, it will reduce the results to the final list that will then be returned to the client.
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If the number of unique terms is greater than `size`, the returned list can be slightly off and not accurate
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(it could be that the term counts are slightly off and it could even be that a term that should have been in the top
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size buckets was not returned).
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To ensure better accuracy a multiple of the final `size` is used as the number of terms to request from each shard
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using a heuristic based on the number of shards. To take manual control of this setting the `shard_size` parameter
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can be used to control the volumes of candidate terms produced by each shard.
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Low-frequency terms can turn out to be the most interesting ones once all results are combined so the
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significant_terms aggregation can produce higher-quality results when the `shard_size` parameter is set to
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values significantly higher than the `size` setting. This ensures that a bigger volume of promising candidate terms are given
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a consolidated review by the reducing node before the final selection. Obviously large candidate term lists
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will cause extra network traffic and RAM usage so this is quality/cost trade off that needs to be balanced.
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NOTE: `shard_size` cannot be smaller than `size` (as it doesn't make much sense). When it is, elasticsearch will
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override it and reset it to be equal to `size`.
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==== Minimum document count
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It is possible to only return terms that match more than a configured number of hits using the `min_doc_count` option:
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[source,js]
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--------------------------------------------------
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{
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"aggs" : {
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"tags" : {
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"significant_terms" : {
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"field" : "tag",
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"min_doc_count": 10
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}
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}
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}
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}
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--------------------------------------------------
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The above aggregation would only return tags which have been found in 10 hits or more. Default value is `3`.
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WARNING: Setting `min_doc_count` to `1` is generally not advised as it tends to return terms that
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are typos or other bizarre curiosities. Finding more than one instance of a term helps
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reinforce that, while still rare, the term was not the result of a one-off accident. The
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default value of 3 is used to provide a minimum weight-of-evidence.
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==== Filtering Values
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It is possible (although rarely required) to filter the values for which buckets will be created. This can be done using the `include` and
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`exclude` parameters which are based on regular expressions. This functionality mirrors the features
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offered by the `terms` aggregation.
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[source,js]
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--------------------------------------------------
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{
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"aggs" : {
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"tags" : {
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"significant_terms" : {
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"field" : "tags",
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"include" : ".*sport.*",
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"exclude" : "water_.*"
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}
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}
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}
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}
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--------------------------------------------------
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In the above example, buckets will be created for all the tags that has the word `sport` in them, except those starting
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with `water_` (so the tag `water_sports` will no be aggregated). The `include` regular expression will determine what
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values are "allowed" to be aggregated, while the `exclude` determines the values that should not be aggregated. When
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both are defined, the `exclude` has precedence, meaning, the `include` is evaluated first and only then the `exclude`.
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The regular expression are based on the Java(TM) http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html[Pattern],
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and as such, they it is also possible to pass in flags that will determine how the compiled regular expression will work:
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[source,js]
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--------------------------------------------------
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{
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"aggs" : {
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"tags" : {
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"terms" : {
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"field" : "tags",
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"include" : {
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"pattern" : ".*sport.*",
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"flags" : "CANON_EQ|CASE_INSENSITIVE" <1>
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},
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"exclude" : {
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"pattern" : "water_.*",
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"flags" : "CANON_EQ|CASE_INSENSITIVE"
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}
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}
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}
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}
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}
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--------------------------------------------------
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<1> the flags are concatenated using the `|` character as a separator
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The possible flags that can be used are:
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http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html#CANON_EQ[`CANON_EQ`],
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http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html#CASE_INSENSITIVE[`CASE_INSENSITIVE`],
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http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html#COMMENTS[`COMMENTS`],
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http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html#DOTALL[`DOTALL`],
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http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html#LITERAL[`LITERAL`],
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http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html#MULTILINE[`MULTILINE`],
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http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html#UNICODE_CASE[`UNICODE_CASE`],
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http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html#UNICODE_CHARACTER_CLASS[`UNICODE_CHARACTER_CLASS`] and
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http://docs.oracle.com/javase/7/docs/api/java/util/regex/Pattern.html#UNIX_LINES[`UNIX_LINES`]
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==== Execution hint
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There are two mechanisms by which terms aggregations can be executed: either by using field values directly in order to aggregate
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data per-bucket (`map`), or by using ordinals of the field values instead of the values themselves (`ordinals`). Although the
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latter execution mode can be expected to be slightly faster, it is only available for use when the underlying data source exposes
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those terms ordinals. Moreover, it may actually be slower if most field values are unique. Elasticsearch tries to have sensible
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defaults when it comes to the execution mode that should be used, but in case you know that an execution mode may perform better
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than the other one, you have the ability to provide Elasticsearch with a hint:
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[source,js]
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--------------------------------------------------
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{
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"aggs" : {
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"tags" : {
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"significant_terms" : {
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"field" : "tags",
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"execution_hint": "map" <1>
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}
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}
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}
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}
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--------------------------------------------------
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<1> the possible values are `map` and `ordinals`
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Please note that Elasticsearch will ignore this execution hint if it is not applicable.
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