Introduction Information Retrieval

Introduction to Information Retrieval
Introduction to
Information Retrieval
Information Retrieval
CS276: Information Retrieval and Web Search
Christopher Manning and Prabhakar Raghavan
Lecture 2: The term vocabulary and postings lists
1
Introduction to Information Retrieval
Ch. 1
R
Recap of the previous lecture
f th
i
l t
ƒ Basic inverted indexes:
Basic inverted indexes:
ƒ Structure: Dictionary and Postings
ƒ Key step in construction: Sorting
ƒ Boolean query processing
q yp
g
ƒ Intersection by linear time “merging”
Simple optimizations
ƒ Simple optimizations
ƒ Overview of course topics
2
Introduction to Information Retrieval
Pl f thi l t
Plan for this lecture
Elaborate basic indexing
Elaborate
basic indexing
ƒ Preprocessing to form the term vocabulary
ƒ Documents
ƒ Tokenization
ƒ What terms
Wh t t
do we put in the index?
d
t i th i d ?
ƒ Postings
ƒ Faster merges: skip lists
ƒ Positional postings and phrase queries
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Introduction to Information Retrieval
R ll th b i i d i
Recall the basic indexing pipeline
i li
Documents to
be indexed.
Friends Romans,
Friends,
Romans countrymen.
countrymen
T k i
Tokenizer
Token stream.
Friends Romans
Countrymen
Linguistic
modules
Modified tokens.
tokens
Inverted index.
friend
roman
countryman
Indexer friend
2
4
roman
1
2
countryman
13
4
16
Introduction to Information Retrieval
Sec. 2.1
P i
Parsing a document
d
t
ƒ What format is it in?
What format is it in?
ƒ pdf/word/excel/html?
ƒ What language is it in?
What language is it in?
ƒ What character set is in use?
Each of these is a classification problem,
which we will study later in the course.
But these tasks are often done heuristically …
5
Introduction to Information Retrieval
Sec. 2.1
C
Complications: Format/language
li i
F
/l
ƒ Documents being indexed can include docs from g
many different languages
ƒ A single index may have to contain terms of several languages.
languages
ƒ Sometimes a document or its components can contain multiple languages/formats
p
g g /
ƒ French email with a German pdf attachment.
ƒ What is a unit document?
ƒ
ƒ
ƒ
ƒ
A file?
An email? (Perhaps one of many in an mbox.)
An email with 5 attachments?
An email with 5 attachments?
A group of files (PPT or LaTeX as HTML pages)
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Introduction to Information Retrieval
TOKENS AND TERMS
TOKENS AND TERMS
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Introduction to Information Retrieval
Sec. 2.2.1
T k i ti
Tokenization
ƒ Input: Input: “Friends,
Friends, Romans and Countrymen
Romans and Countrymen”
ƒ Output: Tokens
ƒ Friends
ƒ Romans
ƒ Countrymen
ƒ A token is an instance of a sequence of characters
ƒ Each such token is now a candidate for an index entry, after further processing
ƒ Described below
ƒ But what are valid tokens to emit?
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Introduction to Information Retrieval
Sec. 2.2.1
T k i ti
Tokenization
ƒ Issues
Issues in tokenization:
in tokenization:
ƒ Finland’s capital →
Finland? Finlands? Finland
Finland?
Finlands? Finland’s?
s?
ƒ Hewlett‐Packard → Hewlett and Packard as two tokens?
ƒ
ƒ
ƒ
ƒ
state‐of‐the‐art: break up hyphenated sequence. co‐education
lowercase, lower‐case, lower case ?
It can be effective to get the user to put in possible hyphens
ƒ San Francisco: one token or two? San Francisco: one token or two?
ƒ How do you decide it is one token?
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Introduction to Information Retrieval
Sec. 2.2.1
N b
Numbers
ƒ
ƒ
ƒ
ƒ
ƒ
3/20/91
/ /
Mar. 12, 1991
,
20/3/91
/ /
55 B.C.
B‐52
My PGP key is 324a3df234cb23e
(800) 234‐2333
ƒ Often have embedded spaces
ƒ Older IR systems may not index numbers
ƒ But
But often very useful: think about things like looking up error often very useful: think about things like looking up error
codes/stacktraces on the web
ƒ (One answer is using n‐grams: Lecture 3)
ƒ Will often index “meta‐data” separately
Will ft i d “ t d t ”
t l
ƒ Creation date, format, etc.
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Introduction to Information Retrieval
Sec. 2.2.1
T k i ti
Tokenization: language issues
l
i
ƒ French
ƒ L'ensemble → one token or two?
ƒ L ? L’ ? Le ?
ƒ Want l’ensemble to match with un ensemble
ƒ Until at least 2003, it didn’t on Google
ƒ Internationalization!
ƒ German noun compounds are not segmented
ƒ Lebensversicherungsgesellschaftsangestellter
ƒ ‘life insurance company employee’
ƒ German retrieval systems benefit greatly from a compound splitter module
ƒ Can give a 15% performance boost for German 11
Sec. 2.2.1
Introduction to Information Retrieval
T k i ti
Tokenization: language issues
l
i
ƒ Chinese
Chinese and Japanese have no spaces between and Japanese have no spaces between
words:
ƒ 莎拉波娃现在居住在美国东南部的佛罗里达。
ƒ Not always guaranteed a unique tokenization
ƒ Further complicated in Japanese, with multiple p
p
,
p
alphabets intermingled
ƒ Dates/amounts in multiple formats
フォーチュン500社は情報不足のため時間あた$500K(約6,000万円)
Katakana Hiragana
g
Kanji
j
Romaji
j
End-user can express query entirely in hiragana!
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Introduction to Information Retrieval
Sec. 2.2.1
T k i ti
Tokenization: language issues
l
i
ƒ Arabic
Arabic (or Hebrew) is basically written right to left, (or Hebrew) is basically written right to left,
but with certain items like numbers written left to right
ƒ Words are separated, but letter forms within a word form complex ligatures
ƒ
← → ← → ← start
ƒ ‘Algeria achieved its independence in 1962 after 132 years of French occupation.’
ƒ With Unicode, the surface presentation is complex, but the stored form is straightforward
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Introduction to Information Retrieval
Sec. 2.2.2
St
Stop words
d
ƒ With
With a stop list, you exclude from the dictionary t li t
l d f
th di ti
entirely the commonest words. Intuition:
ƒ They have little semantic content: the, a, and, to, be
They have little semantic content: the, a, and, to, be
ƒ There are a lot of them: ~30% of postings for top 30 words
ƒ But the trend is away from doing this:
ƒ Good compression techniques (lecture 5) means the space for including stopwords in a system is very small
ƒ Good query optimization techniques (lecture 7) mean you pay little q y p
q
(
)
y p y
at query time for including stop words.
ƒ You need them for:
ƒ Phrase queries: “King of Denmark”
q
g
ƒ Various song titles, etc.: “Let it be”, “To be or not to be”
ƒ “Relational” queries: “flights to London”
14
Introduction to Information Retrieval
Sec. 2.2.3
N
Normalization to terms
li ti t t
ƒ We
We need to need to “normalize”
normalize words in indexed text as words in indexed text as
well as query words into the same form
ƒ We want to match U.S.A. and USA
ƒ Result is terms: a term is a (normalized) word type, which is an entry in our IR system dictionary
ƒ We most commonly implicitly define equivalence classes of terms by, e.g., ƒ deleting periods to form a term
ƒ U.S.A., USA ⎝ USA
ƒ deleting hyphens to form a term
deleting hyphens to form a term
ƒ anti‐discriminatory, antidiscriminatory ⎝ antidiscriminatory
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Introduction to Information Retrieval
Sec. 2.2.3
N
Normalization: other languages
li ti
th l
ƒ Accents: e.g., French
Accents: e.g., French résumé vs. resume.
vs. resume.
ƒ Umlauts: e.g., German: Tuebingen vs. Tübingen
ƒ Should be equivalent
Should be equivalent
ƒ Most important criterion:
ƒ How are your users like to write their queries for these y
q
words?
ƒ Even
Even in languages that standardly have accents, users in languages that standardly have accents users
often may not type them
ƒ Often best to normalize to a de
Often best to normalize to a de‐accented
accented term
term
ƒ Tuebingen, Tübingen, Tubingen ⎝ Tubingen
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Sec. 2.2.3
Introduction to Information Retrieval
N
Normalization: other languages
li ti
th l
ƒ Normalization of things like date forms
Normalization of things like date forms
ƒ 7月30日 vs. 7/30
ƒ Japanese use of kana vs. Chinese characters
ƒ Tokenization and normalization may depend on the y p
language and so is intertwined with language detection
Morgen will ich in MIT …
Is this
German “mit”?
ƒ Crucial:
Crucial: Need to Need to “normalize”
normalize indexed text as well as indexed text as well as
query terms into the same form
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Introduction to Information Retrieval
Sec. 2.2.3
C
Case folding
f ldi
ƒ Reduce all letters to lower case
Reduce all letters to lower case
ƒ exception: upper case in mid‐sentence?
ƒ e.g., General Motors
ƒ Fed vs. fed
ƒ SAIL vs. sail
ƒ Often
Often best to lower case everything, since best to lower case everything since
users will use lowercase regardless of ‘correct’ capitalization…
ƒ Google example:
ƒ Query C.A.T. ƒ #1 result is for “cat” (well, Lolcats) not Caterpillar Inc.
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Sec. 2.2.3
Introduction to Information Retrieval
N
Normalization to terms
li ti t t
ƒ An alternative to equivalence classing is to do asymmetric expansion
y
p
ƒ An example of where this may be useful
ƒ Enter: window
ƒ Enter: windows
ƒ Enter: Windows
Search: window, windows
Search: Windows, windows, window
Search: Windows
ƒ Potentially more powerful, but less efficient
Potentially more powerful but less efficient
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Introduction to Information Retrieval
Th
Thesauri and soundex
i d
d
ƒ Do we handle synonyms and homonyms?
y
y
y
ƒ E.g., by hand‐constructed equivalence classes
ƒ car = automobile
color = colour
ƒ We can rewrite to form equivalence‐class terms
W
it t f
i l
l t
ƒ When the document contains automobile, index it under car‐
automobile (and vice‐versa)
ƒ Or we can expand a query
O
d
ƒ When the query contains automobile, look under car as well
ƒ What about spelling mistakes?
a abou spe g s a es
ƒ One approach is soundex, which forms equivalence classes of words based on phonetic heuristics
ƒ More in lectures 3 and 9
M
i l
3 d9
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Introduction to Information Retrieval
Sec. 2.2.4
L
Lemmatization
ti ti
ƒ Reduce inflectional/variant forms to base form
Reduce inflectional/variant forms to base form
ƒ E.g.,
ƒ am,
am, are,
are, is
is →
→ be
ƒ car, cars, car's, cars' → car
ƒ the
the boy
boy'ss cars are different colors
cars are different colors → the boy car be the boy car be
different color
Lemmatization implies doing implies doing “proper”
proper reduction to reduction to
ƒ Lemmatization
dictionary headword form
21
Sec. 2.2.4
Introduction to Information Retrieval
St
Stemming
i
ƒ Reduce terms to their Reduce terms to their “roots”
roots before indexing
before indexing
ƒ “Stemming” suggest crude affix chopping
ƒ language
language dependent
dependent
ƒ e.g., automate(s), automatic, automation all reduced to automat.
for example compressed
and compression are both
accepted as equivalent to
compress.
for exampl compress and
compress ar both accept
as equival to compress
22
Introduction to Information Retrieval
Sec. 2.2.4
P t ’ l ith
Porter’s algorithm
ƒ Commonest algorithm for stemming English
Commonest algorithm for stemming English
ƒ Results suggest it’s at least as good as other stemming options
ƒ Conventions + 5 phases of reductions
ƒ phases applied sequentially
ƒ each phase consists of a set of commands
ƒ sample convention: Of the rules in a compound command, select the one that applies to the longest suffix
select the one that applies to the longest suffix.
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Introduction to Information Retrieval
Sec. 2.2.4
T i l l i P t
Typical rules in Porter
ƒ
ƒ
ƒ
ƒ
sses → ss
ies → i
ational → ate
tional → tion
ƒ Weight of word sensitive rules
ƒ (m>1) EMENT →
(m>1) EMENT →
ƒ replacement → replac
ƒ cement → cement
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Introduction to Information Retrieval
Sec. 2.2.4
Oth t
Other stemmers
ƒ Other stemmers exist, e.g., Lovins stemmer Other stemmers exist, e.g., Lovins stemmer
ƒ http://www.comp.lancs.ac.uk/computing/research/stemming/general/lovins.htm
ƒ Single‐pass, longest suffix removal (about 250 rules)
ƒ Full morphological analysis – at most modest benefits for retrieval
ƒ Do stemming and other normalizations help?
ƒ English: very mixed results. Helps recall for some queries but g
y
p
q
harms precision on others
ƒ E.g., operative (dentistry) ⇒ oper
ƒ Definitely useful for Spanish,
Spanish German,
German Finnish,
Finnish …
ƒ 30% performance gains for Finnish!
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Introduction to Information Retrieval
Sec. 2.2.4
L
Language‐specificity
ifi it
ƒ Many
Many of the above features embody transformations of the above features embody transformations
that are
ƒ Language‐specific and
ƒ Often, application‐specific
ƒ These are “plug‐in” addenda to the indexing process
ƒ Both open source and commercial plug‐ins are available for handling these
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Sec. 2.2
Introduction to Information Retrieval
Di ti
Dictionary entries –
ti
fi t t
first cut
ensemble french
ensemble.french
時間.japanese
MIT.english
mit.german
guaranteed.english
entries.english
t i
li h
sometimes.english
These may be
grouped by
language (or
not…).
More on this in
ranking/query
ki /
processing.
tokenization.english
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Introduction to Information Retrieval
FASTER POSTINGS MERGES:
FASTER
POSTINGS MERGES:
SKIP POINTERS/SKIP LISTS
28
Sec. 2.3
Introduction to Information Retrieval
R ll b i
Recall basic merge
ƒ Walk
Walk through the two postings simultaneously, in through the two postings simultaneously, in
time linear in the total number of postings entries
2
8
2
4
8
41
1
2
3
8
48
11
64
17
128
21
Brutus
31 Caesar
If the list lengths are m and n, the merge takes O(m+n)
operations.
Can we do better?
Yes (if index isn’t changing too fast).
29
Sec. 2.3
Introduction to Information Retrieval
Augment postings with skip pointers
( t i d i ti )
(at indexing time)
128
8
41
2
4
8
41
64
128
31
11
1
48
2
3
8
11
17
21
31
ƒ Why?
To skip postings that will not figure in the search
ƒ To skip postings that will not figure in the search results.
ƒ How?
ƒ Where do we place skip pointers?
30
Sec. 2.3
Introduction to Information Retrieval
Q
Query processing with skip pointers
i
ith ki
i t
128
8
41
2
4
8
41
64
128
31
11
1
48
2
3
8
11
17
21
31
Suppose we’ve stepped through the lists until we
process 8 on each list. We match it and advance.
We then have 41 and 11 on the lower. 11 is smaller.
But the skip successor of 11 on the lower list is 31, so
we can skip ahead past the intervening postings. 31
Introduction to Information Retrieval
Sec. 2.3
Wh
Where do we place skips?
d
l
ki ?
ƒ Tradeoff:
ƒ More skips → shorter skip spans ⇒ more likely to skip. But lots of comparisons to skip pointers.
ƒ Fewer skips → few pointer comparison, but then long skip spans ⇒ few successful skips.
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Introduction to Information Retrieval
Sec. 2.3
Pl i
Placing skips
ki
ƒ Simple
Simple heuristic: for postings of length L, use √L
heuristic: for postings of length L, use √L
evenly‐spaced skip pointers.
g
q y
ƒ This ignores the distribution of query terms.
ƒ Easy if the index is relatively static; harder if L keeps changing because of updates.
g g
p
ƒ This definitely used to help; with modern hardware it may not (Bahle et al. 2002) unless you’re memory‐
based
ƒ Th
The I/O cost of loading a bigger postings list can outweigh I/O
t f l di
bi
ti
li t
t i h
the gains from quicker in memory merging!
33
Introduction to Information Retrieval
PHRASE QUERIES AND POSITIONAL PHRASE
QUERIES AND POSITIONAL
INDEXES
34
Introduction to Information Retrieval
Sec. 2.4
Ph
Phrase queries
i
ƒ Want
Want to be able to answer queries such as to be able to answer queries such as “stanford
stanford university” – as a phrase
ƒ Thus the sentence “I went to university at Stanford”
y
f
is not a match. ƒ The concept of phrase queries has proven easily understood by users; one of the few “advanced search” ideas that works
ƒ Many more queries are implicit phrase queries
Many more queries are implicit phrase queries
ƒ For this, it no longer suffices to store only
<term : docs> entries
<term : docs> entries
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Introduction to Information Retrieval
Sec. 2.4.1
A fi t tt
A first attempt: Biword indexes
t Bi
di d
ƒ Index
Index every consecutive pair of terms in the text as a every consecutive pair of terms in the text as a
phrase
ƒ For example the text “Friends, Romans, p
,
,
Countrymen” would generate the biwords
ƒ friends romans
ƒ romans countrymen
ƒ Each of these biwords is now a dictionary term
ƒ Two‐word phrase query‐processing is now immediate.
36
Sec. 2.4.1
Introduction to Information Retrieval
L
Longer phrase queries
h
i
ƒ Longer
Longer phrases are processed as we did with wild
phrases are processed as we did with wild‐
cards:
f
yp
ƒ stanford university palo alto can be broken into the Boolean query on biwords:
f
y
university palo AND
yp
palo alto
p
stanford university AND
Without the docs, we cannot verify that the docs ,
y
matching the above Boolean query do contain the phrase.
Can have false positives!
37
Introduction to Information Retrieval
Sec. 2.4.1
E t d d bi
Extended biwords
d
ƒ Parse the indexed text and perform part‐of‐speech‐tagging (POST).
ƒ Bucket the terms into (say) Nouns (N) and articles/prepositions (X).
articles/prepositions (X).
ƒ Call any string of terms of the form NX*N an extended biword.
ƒ Each such extended biword is now made a term in the di ti
dictionary.
ƒ Example: catcher in the rye
N X X N
ƒ Query processing: parse it into N’s and X’s
ƒ Segment query into enhanced biwords
ƒ Look up in index: catcher rye
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Introduction to Information Retrieval
Sec. 2.4.1
I
Issues for biword indexes
f bi
di d
ƒ False positives, as noted before
False positives, as noted before
ƒ Index blowup due to bigger dictionary
ƒ Infeasible for more than biwords, big even for them
Infeasible for more than biwords, big even for them
ƒ Biword indexes are not the standard solution (for all (
biwords) but can be part of a compound strategy
39
Introduction to Information Retrieval
Sec. 2.4.2
S l ti 2 P iti
Solution 2: Positional indexes
li d
ƒ In
In the postings, store, for each term the position(s) in the postings, store, for each term the position(s) in
which tokens of it appear:
<term, number of docs containing term;
doc1: position1, position2 … ;
doc2: position1, position2 … ;
etc.>
40
Introduction to Information Retrieval
Sec. 2.4.2
P iti
Positional index example
li d
l
<be: 993427;
1: 7, 18, 33, 72, 86, 231;
2 3,
2:
3 149;
149
4: 17, 191, 291, 430, 434;
5: 363,
363 367,
367 …>
>
Which of docs 1,2,4,5
could contain “to be
or not to be”?
ƒ For phrase queries, we use a merge algorithm recursively at the document level
ƒ But we now need to deal with more than just equality
41
Introduction to Information Retrieval
Sec. 2.4.2
P
Processing a phrase query
i
h
ƒ Extract inverted index entries for each distinct term: to, be, or, not.
ƒ Merge their doc:position lists to enumerate all positions with “to be or not to be”.
h“ b
b ”
ƒ to: ƒ 2:1,17,74,222,551; 4:8,16,190,429,433; 7:13,23,191; ...
ƒ be: ƒ 1:17,19; 4:17,191,291,430,434; 5:14,19,101; ...
ƒ Same general method for proximity searches
g
p
y
42
Introduction to Information Retrieval
Sec. 2.4.2
P i it
Proximity queries
i
ƒ LIMIT! /3 STATUTE /3 FEDERAL /2 TORT LIMIT! /3 STATUTE /3 FEDERAL /2 TORT
ƒ Again, here, /k means “within k words of”.
ƒ Clearly, positional indexes can be used for such y, p
queries; biword indexes cannot.
p
g
p
g
ƒ Exercise: Adapt the linear merge of postings to handle proximity queries. Can you make it work for any value of k?
ƒ This is a little tricky to do correctly and efficiently
ƒ See Figure 2.12 of IIR
ƒ There’s likely to be a problem on it!
Th ’ lik l t b
bl
it!
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Introduction to Information Retrieval
Sec. 2.4.2
P iti
Positional index size
li d
i
ƒ You
You can compress position values/offsets: we
can compress position values/offsets: we’llll talk talk
about that in lecture 5 ƒ Nevertheless, a positional index expands postings , p
p
p
g
storage substantially
p
y
ƒ Nevertheless, a positional index is now standardly used because of the power and usefulness of phrase and proximity queries … whether used explicitly or implicitly in a ranking retrieval system.
l l
k
l
44
Sec. 2.4.2
Introduction to Information Retrieval
P iti
Positional index size
li d
i
ƒ Need
Need an entry for each occurrence, not just once per an entry for each occurrence, not just once per
document
ƒ Index size depends on average document size
p
g
Why?
ƒ Average web page has <1000 terms
ƒ SEC filings, books, even some epic poems … easily 100,000 terms
ƒ Consider a term with frequency 0.1%
Document size
Postings
Positional postings
1000
1
1
100,000
1
100
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Introduction to Information Retrieval
Sec. 2.4.2
R l
Rules of thumb
f th b
ƒ A
A positional index is 2
positional index is 2–4
4 as large as a non
as large as a non‐positional
positional index
ƒ Positional index size 35–50% of volume of original g
text
g
g g
ƒ Caveat: all of this holds for “English‐like” languages
46
Introduction to Information Retrieval
Sec. 2.4.3
C bi ti
Combination schemes
h
ƒ Th
These two approaches can be profitably t
h
b
fit bl
combined
ƒ For
For particular phrases (
particular phrases (“Michael
Michael Jackson
Jackson”, “Britney
Britney Spears”) it is inefficient to keep on merging positional postings lists
ƒ Even more so for phrases like “The Who”
ƒ Williams et al. (2004) evaluate a more sophisticated mixed indexing scheme
sophisticated mixed indexing scheme
ƒ A typical web query mixture was executed in ¼ of the gj
p
time of using just a positional index
ƒ It required 26% more space than having a positional index alone
47
Introduction to Information Retrieval
R
Resources for today’s lecture
f t d ’ l t
ƒ IIR
IIR 2
2
ƒ MG 3.6, 4.3; MIR 7.2
Porter’ss stemmer: stemmer:
ƒ Porter
http://www.tartarus.org/~martin/PorterStemmer/
ƒ
Skip Lists theory: Pugh (1990)
ƒ
ƒ Multilevel skip lists give same O(log n) efficiency as trees
H.E. Williams, J. Zobel, and D. Bahle. 2004. “Fast Phrase
Querying with Combined Indexes”, ACM Transactions on
Information Systems.
http://www.seg.rmit.edu.au/research/research.php?author=4
ƒ
D. Bahle, H. Williams, and J. Zobel. Efficient phrase querying with an auxiliary index. SIGIR 2002, pp. 215‐221.
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