core/org.eclipse.smila.solr/lib/source/org/apache/lucene/search/similarities/Similarity.java

package org.apache.lucene.search.similarities;

/*
 * Licensed to the Apache Software Foundation (ASF) under one or more
 * contributor license agreements.  See the NOTICE file distributed with
 * this work for additional information regarding copyright ownership.
 * The ASF licenses this file to You under the Apache License, Version 2.0
 * (the "License"); you may not use this file except in compliance with
 * the License.  You may obtain a copy of the License at
 *
 *     http://www.apache.org/licenses/LICENSE-2.0
 *
 * Unless required by applicable law or agreed to in writing, software
 * distributed under the License is distributed on an "AS IS" BASIS,
 * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 * See the License for the specific language governing permissions and
 * limitations under the License.
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import java.io.IOException;

import org.apache.lucene.index.AtomicReader; // javadoc
import org.apache.lucene.index.AtomicReaderContext;
import org.apache.lucene.index.FieldInvertState;
import org.apache.lucene.search.BooleanQuery;
import org.apache.lucene.search.CollectionStatistics;
import org.apache.lucene.search.Explanation;
import org.apache.lucene.search.IndexSearcher;
import org.apache.lucene.search.PhraseQuery;
import org.apache.lucene.search.TermQuery;
import org.apache.lucene.search.TermStatistics;
import org.apache.lucene.search.spans.SpanQuery; // javadoc
import org.apache.lucene.util.BytesRef;
import org.apache.lucene.util.SmallFloat; // javadoc

/** 
 * Similarity defines the components of Lucene scoring.
 * <p>
 * Expert: Scoring API.
 * <p>
 * This is a low-level API, you should only extend this API if you want to implement 
 * an information retrieval <i>model</i>.  If you are instead looking for a convenient way 
 * to alter Lucene's scoring, consider extending a higher-level implementation
 * such as {@link TFIDFSimilarity}, which implements the vector space model with this API, or 
 * just tweaking the default implementation: {@link DefaultSimilarity}.
 * <p>
 * Similarity determines how Lucene weights terms, and Lucene interacts with
 * this class at both <a href="#indextime">index-time</a> and 
 * <a href="#querytime">query-time</a>.
 * <p>
 * <a name="indextime"/>
 * At indexing time, the indexer calls {@link #computeNorm(FieldInvertState)}, allowing
 * the Similarity implementation to set a per-document value for the field that will 
 * be later accessible via {@link AtomicReader#getNormValues(String)}.  Lucene makes no assumption
 * about what is in this norm, but it is most useful for encoding length normalization 
 * information.
 * <p>
 * Implementations should carefully consider how the normalization is encoded: while
 * Lucene's classical {@link TFIDFSimilarity} encodes a combination of index-time boost
 * and length normalization information with {@link SmallFloat} into a single byte, this 
 * might not be suitable for all purposes.
 * <p>
 * Many formulas require the use of average document length, which can be computed via a 
 * combination of {@link CollectionStatistics#sumTotalTermFreq()} and 
 * {@link CollectionStatistics#maxDoc()} or {@link CollectionStatistics#docCount()}, 
 * depending upon whether the average should reflect field sparsity.
 * <p>
 * Additional scoring factors can be stored in named
 * <code>NumericDocValuesField</code>s and accessed
 * at query-time with {@link AtomicReader#getNumericDocValues(String)}.
 * <p>
 * Finally, using index-time boosts (either via folding into the normalization byte or
 * via DocValues), is an inefficient way to boost the scores of different fields if the
 * boost will be the same for every document, instead the Similarity can simply take a constant
 * boost parameter <i>C</i>, and {@link PerFieldSimilarityWrapper} can return different 
 * instances with different boosts depending upon field name.
 * <p>
 * <a name="querytime"/>
 * At query-time, Queries interact with the Similarity via these steps:
 * <ol>
 *   <li>The {@link #computeWeight(float, CollectionStatistics, TermStatistics...)} method is called a single time,
 *       allowing the implementation to compute any statistics (such as IDF, average document length, etc)
 *       across <i>the entire collection</i>. The {@link TermStatistics} and {@link CollectionStatistics} passed in 
 *       already contain all of the raw statistics involved, so a Similarity can freely use any combination
 *       of statistics without causing any additional I/O. Lucene makes no assumption about what is 
 *       stored in the returned {@link Similarity.SimWeight} object.
 *   <li>The query normalization process occurs a single time: {@link Similarity.SimWeight#getValueForNormalization()}
 *       is called for each query leaf node, {@link Similarity#queryNorm(float)} is called for the top-level
 *       query, and finally {@link Similarity.SimWeight#normalize(float, float)} passes down the normalization value
 *       and any top-level boosts (e.g. from enclosing {@link BooleanQuery}s).
 *   <li>For each segment in the index, the Query creates a {@link #simScorer(SimWeight, AtomicReaderContext)}
 *       The score() method is called for each matching document.
 * </ol>
 * <p>
 * <a name="explaintime"/>
 * When {@link IndexSearcher#explain(org.apache.lucene.search.Query, int)} is called, queries consult the Similarity's DocScorer for an 
 * explanation of how it computed its score. The query passes in a the document id and an explanation of how the frequency
 * was computed.
 *
 * @see org.apache.lucene.index.IndexWriterConfig#setSimilarity(Similarity)
 * @see IndexSearcher#setSimilarity(Similarity)
 * @lucene.experimental
 */
public abstract class Similarity {
  
  /**
   * Sole constructor. (For invocation by subclass 
   * constructors, typically implicit.)
   */
  public Similarity() {}
  
  /** Hook to integrate coordinate-level matching.
   * <p>
   * By default this is disabled (returns <code>1</code>), as with
   * most modern models this will only skew performance, but some
   * implementations such as {@link TFIDFSimilarity} override this.
   *
   * @param overlap the number of query terms matched in the document
   * @param maxOverlap the total number of terms in the query
   * @return a score factor based on term overlap with the query
   */
  public float coord(int overlap, int maxOverlap) {
    return 1f;
  }
  
  /** Computes the normalization value for a query given the sum of the
   * normalized weights {@link SimWeight#getValueForNormalization()} of 
   * each of the query terms.  This value is passed back to the 
   * weight ({@link SimWeight#normalize(float, float)} of each query 
   * term, to provide a hook to attempt to make scores from different
   * queries comparable.
   * <p>
   * By default this is disabled (returns <code>1</code>), but some
   * implementations such as {@link TFIDFSimilarity} override this.
   * 
   * @param valueForNormalization the sum of the term normalization values
   * @return a normalization factor for query weights
   */
  public float queryNorm(float valueForNormalization) {
    return 1f;
  }
  
  /**
   * Computes the normalization value for a field, given the accumulated
   * state of term processing for this field (see {@link FieldInvertState}).
   *
   * <p>Matches in longer fields are less precise, so implementations of this
   * method usually set smaller values when <code>state.getLength()</code> is large,
   * and larger values when <code>state.getLength()</code> is small.
   * 
   * @lucene.experimental
   * 
   * @param state current processing state for this field
   * @return computed norm value
   */
  public abstract long computeNorm(FieldInvertState state);

  /**
   * Compute any collection-level weight (e.g. IDF, average document length, etc) needed for scoring a query.
   *
   * @param queryBoost the query-time boost.
   * @param collectionStats collection-level statistics, such as the number of tokens in the collection.
   * @param termStats term-level statistics, such as the document frequency of a term across the collection.
   * @return SimWeight object with the information this Similarity needs to score a query.
   */
  public abstract SimWeight computeWeight(float queryBoost, CollectionStatistics collectionStats, TermStatistics... termStats);

  /**
   * Creates a new {@link Similarity.SimScorer} to score matching documents from a segment of the inverted index.
   * @param weight collection information from {@link #computeWeight(float, CollectionStatistics, TermStatistics...)}
   * @param context segment of the inverted index to be scored.
   * @return SloppySimScorer for scoring documents across <code>context</code>
   * @throws IOException if there is a low-level I/O error
   */
  public abstract SimScorer simScorer(SimWeight weight, AtomicReaderContext context) throws IOException;
  
  /**
   * API for scoring "sloppy" queries such as {@link TermQuery},
   * {@link SpanQuery}, and {@link PhraseQuery}.
   * <p>
   * Frequencies are floating-point values: an approximate 
   * within-document frequency adjusted for "sloppiness" by 
   * {@link SimScorer#computeSlopFactor(int)}.
   */
  public static abstract class SimScorer {
    
    /**
     * Sole constructor. (For invocation by subclass 
     * constructors, typically implicit.)
     */
    public SimScorer() {}

    /**
     * Score a single document
     * @param doc document id within the inverted index segment
     * @param freq sloppy term frequency
     * @return document's score
     */
    public abstract float score(int doc, float freq);

    /** Computes the amount of a sloppy phrase match, based on an edit distance. */
    public abstract float computeSlopFactor(int distance);
    
    /** Calculate a scoring factor based on the data in the payload. */
    public abstract float computePayloadFactor(int doc, int start, int end, BytesRef payload);
    
    /**
     * Explain the score for a single document
     * @param doc document id within the inverted index segment
     * @param freq Explanation of how the sloppy term frequency was computed
     * @return document's score
     */
    public Explanation explain(int doc, Explanation freq) {
      Explanation result = new Explanation(score(doc, freq.getValue()), 
          "score(doc=" + doc + ",freq=" + freq.getValue() +"), with freq of:");
      result.addDetail(freq);
      return result;
    }
  }
  
  /** Stores the weight for a query across the indexed collection. This abstract
   * implementation is empty; descendants of {@code Similarity} should
   * subclass {@code SimWeight} and define the statistics they require in the
   * subclass. Examples include idf, average field length, etc.
   */
  public static abstract class SimWeight {
    
    /**
     * Sole constructor. (For invocation by subclass 
     * constructors, typically implicit.)
     */
    public SimWeight() {}
    
    /** The value for normalization of contained query clauses (e.g. sum of squared weights).
     * <p>
     * NOTE: a Similarity implementation might not use any query normalization at all,
     * its not required. However, if it wants to participate in query normalization,
     * it can return a value here.
     */
    public abstract float getValueForNormalization();
    
    /** Assigns the query normalization factor and boost from parent queries to this.
     * <p>
     * NOTE: a Similarity implementation might not use this normalized value at all,
     * its not required. However, its usually a good idea to at least incorporate 
     * the topLevelBoost (e.g. from an outer BooleanQuery) into its score.
     */
    public abstract void normalize(float queryNorm, float topLevelBoost);
  }
}