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Fusion 5.9
    Fusion 5.9

    Machine Learning Jobs

    Fusion provides these job types to perform machine learning tasks.

    Lucidworks offers free training to help you get started with Fusion. Check out the Machine Learning in Fusion course, which focuses on the basics about machine learning jobs in Fusion:

    Machine Learning in Fusion

    Visit the LucidAcademy to see the full training catalog.

    Signals analysis

    These jobs analyze a collection of signals in order to perform query rewriting, signals aggregation, or experiment analysis.

    • Ground Truth

      Ground truth or gold standard datasets are used in the ground truth jobs and query relevance metrics to define a specific set of documents.

    Ground truth jobs estimate ground truth queries using click signals and query signals, with document relevance per query determined using a click/skip formula.

    Use this job along with the Ranking Metrics job to calculate relevance metrics, such as Normalized Discounted Cumulative Gain (nDCG).

    To create a ground truth job, sign in to Fusion and click Collections > Jobs. Then click Add+ and in the Experiment Evaluation Jobs section, select Ground Truth. You can enter basic and advanced parameters to configure the job. If the field has a default value, it is populated when you click to add the job.

    Basic parameters

    To enter advanced parameters in the UI, click Advanced. Those parameters are described in the advanced parameters section.

    • Spark job ID. The unique ID for the Spark job that references this job in the API. This is the id field in the configuration file. Required field.

    • Input/Output Parameters. This section includes the Signals collection field, which is the Solr collection that contains click signals and its associated search log identifier. This is the signalsCollection field in the configuration file. Required field.

    Advanced parameters

    If you click the Advanced toggle, the following optional fields are displayed in the UI.

    • Spark Settings. This section lets you enter parameter name:parameter value options to use in this job. This is the sparkConfig field in the configuration file.

    • Additional Options. This section includes the following options:

      • Search logs pipeline. The pipeline ID associated with search log entries. This is the searchLogsPipeline field in the configuration file.

      • Join key (query signals). The common key that joins the query signals in the signals collection. This is the joinKeySignals field in the configuration file.

      • Join key (click signals). The common key that joins the click signals in the signals collection. This is the joinKeySignals field in the configuration file.

      • Search logs and options. This section lets you enter property name:property value options to when loading the search logs collection. This is the searchLogsAddOpts field in the configuration file.

      • Additional signals options. This section lets you enter property name:property value options when loading the signals collection. This is the signalsAddOpts field in the configuration file.

      • Filter queries. The array[string] filter query to apply when selecting top queries from the query signals in the signals collection. This is the filterQueries field in the configuration file.

      • Top queries limit. The total number of queries to select for ground truth calculations when this job is run. This is the topQueriesLimit field in the configuration file.

    For more information, see Ground truth query rewrite API configurations.

    Query rewriting

    These jobs produce data that can be used for query rewriting or to inform updates to the synonyms.txt file.

    • Head/Tail Analysis

      Perform head/tail analysis of queries from collections of raw or aggregated signals, to identify underperforming queries and the reasons. This information is valuable for improving overall conversions, Solr configurations, auto-suggest, product catalogs, and SEO/SEM strategies, in order to improve conversion rates.

    • Phrase Extraction

      Identify multi-word phrases in signals.

    • Synonym Detection Jobs

      Use this job to generate pairs of synonyms and pairs of similar queries. Two words are considered potential synonyms when they are used in a similar context in similar queries.

    • Token and Phrase Spell Correction

      Detect misspellings in queries or documents using the numbers of occurrences of words and phrases.

    Signals aggregation

    • SQL Aggregation

      A Spark SQL aggregation job where user-defined parameters are injected into a built-in SQL template at runtime.

    Experiment analysis

    To create a Ranking Metrics job, sign in to Fusion and click Collections > Jobs. Then click Add+ and in the Experiment Evaluation Jobs section, select Ranking Metrics. You can enter basic and advanced parameters to configure the job. If the field has a default value, it is populated when you click to add the job.

    Basic parameters

    To enter advanced parameters in the UI, click Advanced. Those parameters are described in the advanced parameters section.

    • Spark job ID. The unique ID for the Spark job that references this job in the API. This is the id field in the configuration file. Required field.

    • Output collection. The Solr collection where the job output is stored. The job will write the output to this collection. This is the outputCollection field in the configuration file. Required field.

    • Ground Truth Parameters. This section includes this parameter:

      • Ground truth input collection. The collection that stores the ground truth dataset this job accesses. This is the inputCollection field in the configuration file. Required field.

    • Ranking Experiment Parameters. This section includes the following parameters:

      • Ranking experiment input collection. The collection that stores the experiment data this job accesses. This is the rankingExperimentConfig inputCollection field in the configuration file. Optional field.

      • Experiment ID. The identifier for the experiment that stores the variants this job uses to calculate ranking metrics. This is the rankingExperimentConfig experimentId field in the configuration file. Optional field.

      • Experiment metric name. The name of the purpose (objective) of the experiment this job accesses to calculate ranking metrics. This is the rankingExperimentConfig experimentObjectiveName field in the configuration file. Optional field.

      • Default query profile. The name of the query profile this job defaults to if the value is not specified in the experiment variants. This is the rankingExperimentConfig defaultProfile field in the configuration file. Optional field.

    Advanced parameters

    If you click the Advanced toggle, the following optional fields are displayed in the UI.

    • Spark Settings. This section lets you enter parameter name:parameter value options to use in this job. This is the sparkConfig field in the configuration file.

    • Ranking position @K. The number of returned or recommended items that are ranked (based on the relevancy rating) that are used for metrics calculation. This is the rankingPositionK field in the configuration file.

    • Calculate metrics per query. If this checkbox is selected (set to true), the job calculates the ranking metrics per query in the ground truth dataset, and saves the metrics data to the Output collection designated for this job. This is the metricsPerQuery field in the configuration file.

    • Ground Truth Parameters. The advanced option adds these parameters:

      • Filter queries. The Solr filter queries this job applies against the ground truth collection to calculate ranking metrics. This is the groundTruthConfig filterQueries field in the configuration file.

      • Query field. The query field in the ground truth collection. This is the groundTruthConfig queryField field in the configuration file.

      • Doc ID field. This field contains the ranked document IDs in the collection. This is the groundTruthConfig docIdField field in the configuration file.

      • Weight field. This field contains the weight of the document as it relates to the query. This is the groundTruthConfig weightField field in the configuration file.

    • Ranking Experiment Parameters. The advanced option adds these parameters:

      • Query pipelines. These are the query pipelines for the experiment that stores the variants this job uses to calculate ranking metrics. This is the rankingExperimentConfig queryPipelines field in the configuration file.

      • Doc ID field. This field contains the values (that match the ground truth data) this job uses to calculate ranking metrics. This is the rankingExperimentConfig docIdField field in the configuration file.

    Collaborative recommenders

    These jobs analyze signals and generate matrices used to provide collaborative recommendations.

    • BPR Recommender

      Use this job when you want to compute user recommendations or item similarities using a Bayesian Personalized Ranking (BPR) recommender algorithm.

    • Query-to-Query Session-Based Similarity jobs

      This recommender is based on co-occurrence of queries in the context of clicked documents and sessions. It is useful when your data shows that users tend to search for similar items in a single search session. This method of generating query-to-query recommendations is faster and more reliable than the Query-to-Query Similarity recommender job, and is session-based unlike the similar queries previously generated as part of the Synonym Detection job.

    Content-based recommenders

    Content-based recommenders create matrices of similar items based on their content.

    • Content-Based Recommender

      Use this job when you want to compute item similarities based on their content, such as product descriptions.

    Content analysis

    • Cluster Labeling

      Cluster labeling jobs are run against your data collections, and are used:

    • When clusters or well-defined document categories already exist

    • When you want to discover and attach keywords to see representative words within existing clusters

    To create a cluster labeling job, sign in to Fusion and click Collections > Jobs. Then click Add+ and in the Clustering and Outlier Analysis Jobs section, select Cluster Labeling. You can enter basic and advanced parameters to configure the job. If the field has a default value, it is populated when you click to add the job.

    Basic parameters

    To enter advanced parameters in the UI, click Advanced. Those parameters are described in the advanced parameters section.

    • Spark job ID. The unique ID for the Spark job that references this job in the API. This is the id field in the configuration file. Required field.

    • Input/Output Parameters. This section includes these parameters:

      • Training collection. The Solr collection that contains documents associated with defined categories or clusters. The job will be run against this information. This is the trainingCollection field in the configuration file. Required field.

      • Output collection. The Solr collection where the job output is stored. The job will write the output to this collection. This is the outputCollection field in the configuration file. Required field.

      • Data format. The format that contains training data. The format must be compatible with Spark and options include solr, parquet, and orc. Required field.

    • Field Parameters. This section includes these parameters:

      • Field to detect keywords from. The field that contains the data that the job will use to discover keywords for the cluster. This is the fieldToVectorize field in the configuration file. Required field.

      • Existing document category field. The field that contains existing cluster IDs or document categories. This is the clusterIdField field in the configuration file. Required field.

      • Top frequent terms field name. The field where the job output stores top frequent terms in each cluster. Terms may overlap with other clusters. This is the freqTermField field in the configuration file. Optional field.

      • Top unique terms field name. The field where the job output stores the top frequent terms that, for the most part, are unique in each cluster. This is the clusterLabelField field in the configuration file. Optional field.

    • Model Tuning Parameters. This section includes these parameters:

      • Max doc support. The maximum number of documents that can contain the term. Values that are <1.0 indicate a percentage, 1.0 is 100 percent, and >1.0 indicates the exact number. This is the maxDF field in the configuration file. Optional field.

      • Min doc support. The minimum of documents that must contain the term. Values that are <1.0 indicate a percentage, 1.0 is 100 percent, and >1.0 indicates the exact number. This is the minDF field in the configuration file. Optional field.

      • Number of keywords for each cluster. The number of keywords required to label each cluster. This is the numKeywordsPerLabel field in the configuration file. Optional field.

    • Featurization Parameters. This section includes this parameter:

      • Lucene analyzer schema. This is the JSON-encoded Lucene text analyzer schema used for tokenization. This is the analyzerConfig field in the configuration file. Optional field.

    Advanced parameters

    If you click the Advanced toggle, the following optional fields are displayed in the UI.

    • Spark Settings. The Spark configuration settings include:

      • Spark SQL filter query. This field contains the Spark SQL query that filters your input data. For example, SELECT * from spark_input registers the input data as spark_input. This is the sparkSQL field in the configuration file.

      • Data output format. The format for the job output. The format must be compatible with Spark and options include solr and parquet. This is the dataOutputFormat field in the configuration file.

      • Partition fields. If the job output is written to non-Solr sources, this field contains a comma-delimited list of column names that partition the dataframe before the external output is written. This is the partitionCols field in the configuration file.

    • Read Options. This section lets you enter parameter name:parameter value options to use when reading input from Solr or other sources. This is the readOptions field in the configuration file.

    • Write Options. This section lets you enter parameter name:parameter value options to use when writing output to Solr or other sources. This is the writeOptions field in the configuration file.

    • Dataframe config options. This section includes these parameters:

      • Property name:property value. Each entry defines an additional Spark dataframe loading configuration option. This is the trainingDataFrameConfigOptions field in the configuration file.

      • Training data sampling fraction. This is the fractional amount of the training data the job will use. This is the trainingDataSamplingFraction field in the configuration file.

      • Random seed. This value is used in any deterministic pseudorandom number generation to group documents into clusters based on similarities in their content. This is the randomSeed field in the configuration file.

    • Field Parameters. The advanced option adds this parameter:

      • Fields to load. This field contains a comma-delimited list of Solr fields to load. If blank, the job selects the required fields to load at runtime. This is the sourceFields field in the configuration file.

    • Miscellaneous Parameters. This section includes this parameter:

      • Model ID. The unique identifier for the model to be trained. If no value is entered, the Spark Job ID is used. This is the modelId field in the configuration file.

    To create new clusters, use the Document Clustering job.

    • Document Clustering

      The Document Clustering job uses an unsupervised machine learning algorithm to group documents into clusters based on similarities in their content. You can enable more efficient document exploration by using these clusters as facets, high-level summaries or themes, or to recommend other documents from the same cluster. The job can automatically group similar documents in all kinds of content, such as clinical trials, legal documents, book reviews, blogs, scientific papers, and products.

    • Classification job

      This job analyzes how your existing documents are categorized and produces a classification model that can be used to predict the categories of new documents at index time.

    • Outlier Detection

      Outlier detection jobs are run against your data collections, and also perform the following actions:

    • Identify information that significantly differs from other data in the collection

    • Attach labels to designate each outlier group

    To create an Outlier Detection job, sign in to Fusion and click Collections > Jobs. Then click Add+ and in the Clustering and Outlier Analysis Jobs section, select Outlier Detection. You can enter basic and advanced parameters to configure the job. If the field has a default value, it is populated when you click to add the job.

    Basic parameters

    To enter advanced parameters in the UI, click Advanced. Those parameters are described in the advanced parameters section.

    • Spark job ID. The unique ID for the Spark job that references this job in the API. This is the id field in the configuration file. Required field.

    • Input/Output Parameters. This section includes these parameters:

      • Training collection. The Solr collection that contains documents that will be clustered. The job will be run against this information. This is the trainingCollection field in the configuration file. Required field.

      • Output collection. The Solr collection where the job output is stored. The job will write the output to this collection. This is the outputCollection field in the configuration file. Required field.

      • Data format. The format that contains training data. The format must be compatible with Spark and options include solr, parquet, and orc. This is the dataFormat field in the configuration file. Required field.

    • Only save outliers? If this checkbox is selected (set to true), only outliers are saved in the job’s output collection. If not selected (set to false), the entire dataset is saved in the job’s output collection. This is the outputOutliersOnly field in the configuration file. Optional field.

    • Field Parameters. This section includes these parameters:

      • Field to vectorize. The Solr field that contains text training data. To combine data from multiple fields with different weights, enter field1:weight1,field2:weight2, etc. This is the fieldToVectorize field in the configuration file. Required field.

      • ID field name. The unique ID for each document. This is the uidField field in the configuration file. Required field.

      • Output field name for outlier group ID. The field that contains the ID for the outlier group. This is the outlierGroupIdField field in the configuration file. Optional field.

      • Top unique terms field name. The field where the job output stores the top frequent terms that, for the most part, are unique for each outlier group. The information is computed based on term frequency-inverse document frequency (TF-IDF) and group ID. This is the outlierGroupLabelField field in the configuration file. Optional field.

      • Top frequent terms field name. The field where the job output stores top frequent terms in each cluster. Terms may overlap with other clusters. This is the freqTermField field in the configuration file. Optional field.

      • Output field name for doc distance to its corresponding cluster center. The field that contains the document’s distance from the center of its cluster. This is based on the arithmetic mean of all of the documents in the cluster. This denotes how representative the document is in the cluster. This is the distToCenterField field in the configuration file. Optional field.

    • Model Tuning Parameters. This section includes these parameters:

      • Max doc support. The maximum number of documents that can contain the term. Values that are <1.0 indicate a percentage, 1.0 is 100 percent, and >1.0 indicates the exact number. This is the maxDF field in the configuration file. Optional field.

      • Min doc support. The minimum number of documents that must contain the term. Values that are <1.0 indicate a percentage, 1.0 is 100 percent, and >1.0 indicates the exact number. This is the minDF field in the configuration file. Optional field.

      • Number of keywords for each cluster. The number of keywords required to label each cluster. This is the numKeywordsPerLabel field in the configuration file. Optional field.

    • Featurization Parameters. This section includes the following parameter:

      • Lucene analyzer schema. This is the JSON-encoded Lucene text analyzer schema used for tokenization. This is the analyzerConfig field in the configuration file. Optional field.

    Advanced parameters

    If you click the Advanced toggle, the following optional fields are displayed in the UI.

    • Spark Settings. The Spark configuration settings include the following:

      • Spark SQL filter query. This field contains the Spark SQL query that filters your input data. For example, SELECT * from spark_input registers the input data as spark_input. This is the sparkSQL field in the configuration file.

      • Data output format. The format for the job output. The format must be compatible with Spark and options include solr and parquet. This is the dataOutputFormat field in the configuration file.

      • Partition fields. If the job output is written to non-Solr sources, this field contains a comma-delimited list of column names that partition the dataframe before the external output is written. This is the partitionCols field in the configuration file.

    • Input/Output Parameters. This advanced option adds these parameters:

      • Training data filter query. If Solr is used, this field contains the Solr query executed to load training data. This is the trainingDataFilterQuery field in the configuration file.

    • Read Options. This section lets you enter parameter name:parameter value options to use when reading input from Solr or other sources. This is the readOptions field in the configuration file.

    • Write Options. This section lets you enter parameter name:parameter value options to use when writing output to Solr or other sources. This is the writeOptions field in the configuration file.

    • Dataframe config options. This section includes these parameters:

      • Property name:property value. Each entry defines an additional Spark dataframe loading configuration option. This is the trainingDataFrameConfigOptions field in the configuration file.

      • Training data sampling fraction. This is the fractional amount of the training data the job will use. This is the trainingDataSamplingFraction field in the configuration file.

      • Random seed. This value is used in any deterministic pseudorandom number generation to group documents into clusters based on similarities in their content. This is the randomSeed field in the configuration file.

    • Field Parameters. The advanced option adds this parameter:

      • Fields to load. This field contains a comma-delimited list of Solr fields to load. If blank, the job selects the required fields to load at runtime. This is the sourceFields field in the configuration file.

    • Model Tuning Parameters. The advanced option adds these parameters:

      • Number of outlier groups. The number of clusters to help find outliers. This is the outlierK field in the configuration file.

      • Outlier cutoff. The fraction out of the total documents to designate as an outlier group. Values that are <1.0 indicate a percentage, 1.0 is 100 percent, and >1.0 indicates the exact number. This is the outlierThreshold field in the configuration file.

      • Vector normalization. The p-norm value used to normalize vectors. A value of -1 turns off normalization. This is the norm field in the configuration file.

    • Miscellaneous Parameters. This section includes this parameter:

      • Model ID. The unique identifier for the model to be trained. If no value is entered, the Spark Job ID is used. This is the modelId field in the configuration file.

    Data ingest

    • Parallel Bulk Loader

      The Parallel Bulk Loader (PBL) job enables bulk ingestion of structured and semi-structured data from big data systems, NoSQL databases, and common file formats like Parquet and Avro.

    For more information about available datasources and key features of the Parallel Bulk Loader, see Parallel Bulk Loader concepts.

    Use this job to load data into Fusion from a SparkSQL-compliant datasource, and then send the data to any Spark-supported datasource such as Solr, an index pipeline, etc.

    To create a Parallel Bulk Loader job, sign in to Fusion and click Collections > Jobs. Then click Add+ and in the Custom and Others Jobs section, select Parallel Bulk Loader. You can enter basic and advanced parameters to configure the job. If the field has a default value, it is populated when you click to add the job.

    Basic parameters

    To enter advanced parameters in the UI, click Advanced. Those parameters are described in the advanced parameters section.

    • Spark job ID. The unique ID for the Spark job that references this job in the API. This is the id field in the configuration file. Required field.

    • Format. The format of the input datasource. For example, Parquet or JSON. This is the format field in the configuration file. Required field.

    • Path. The path to load the datasource. If the datasource has multiple paths, separate the paths with commas. This is the path field of the configuration file. Optional field.

    • Streaming. This is the streaming field in the configuration file. Optional field. If this checkbox is selected (set to true), the following fields are available:

      • Enable streaming. If this checkbox is selected (set to true), the job streams the data from the input datasource to an output Solr collection. This is the enableStreaming field in the configuration file. Optional field.

      • Output mode. This field specifies how the output is processed. Values include append, complete, and update. This is the outputMode field in the configuration file. Optional field.

    • Read Options. This section lets you enter parameter name:parameter value options to use when reading input from datasources. Options differ for every datasource, so refer to the documentation for that datasource for more information. This is the readOptions field in the configuration file.

    • Output collection. The Solr collection where the documents loaded from the input datasource are stored. This is the outputCollection field in the configuration file. Optional field.

    • Send to index pipeline. The index pipeline where the documents are loaded from the input datasource instead of being loaded directly to Solr. This is the outputIndexPipeline field in the configuration file. Optional field.

    • Spark ML pipeline model ID. The identifier of the Spark machine learning (ML) pipeline model that is stored in the Fusion blob store. This is the mlModelId field in the configuration file. Optional field.

    Advanced parameters

    If you click the Advanced toggle, the following optional fields are displayed in the UI.

    • Spark Settings. This section lets you enter parameter name:parameter value options to use for Spark configuration. This is the sparkConfig field in the configuration file.

    • Send to parser. The parser where documents are sent, while sending to the index pipeline. The default is the value in the Send to index pipeline field. This is the outputParser field in the configuration file.

    • Define fields in Solr? If this checkbox is selected (set to true), define fields in Solr using the input schema. However, if a SQL transform is defined, the fields to define are based on the transformed DataFrame schema instead of the input. This is the defineFieldsUsingInputSchema field in the configuration file.

    • Send as Atomic updated? If this checkbox is selected (set to true), the job sends documents to Solr as atomic updates. An atomic update allows changes to one or more fields of a document without having to reindex the whole document. This feature only applies if sending directly to Solr and not an index pipeline. This is the atomicUpdates field in the configuraton file.

    • Timestamp field name. The field name that contains the timestamp value for each document. This field is only required if timestamps are used to filter new rows from the input source. This is the timestampFieldName field in the configuration file.

    • Clear existing documents. If this checkbox is selected (set to true), the job deletes any documents indexed in Solr by previous runs of this job. The default is false. This is the clearDatasource field in the configuration file.

    • Output partitions. The number of partitions to create in the input DataFrame where data is stored before it is written to Solr or Fusion. This is the outputPartitions field in the configuration file.

    • Optimize. The number of segments into which the Solr collection is optimized after data is written to Solr. This is the optimizeOutput field in the configuration file.

    • Write Options. This section lets you enter parameter name:parameter value options to use when writing output to sources other than Solr or the index pipeline. This is the writeOptions field in the configuration file.

    • Transform Scala. The Scala script used to transform the results returned by the datasource before indexing. Define the transform script in a method with signature: def transform(inputDF: Dataset[Row]) : Dataset[Row]. This is the transformScala field in the configuration file.

    • Transform SQL. The SQL script used to transform the results returned by the datasource before indexing. The input DataFrame returned from the datasource is registered as a temp table named _input. The Scala transform is applied before the SQL transform if both are provided, which lets you define custom user-defined functions (UDFs) in the Scala script for use in your transformation SQL. This is the transformSql field in the configuration file.

    • Spark shell options. This section lets you enter parameter name:parameter value options to send to the Spark shell when the job is run. This is the shellOptions field in the configuration file.

    • Interpreter params. This section lets you enter parameter name:parameter value options to bind the key:value pairs to the script interpreter. This is the templateParams field in the configuration file.

    • Continue after index failure. If this checkbox is selected (set to true), the job skips over a document that fails when it is sent through an index pipeline, and continues to the next document without failing the job. This is the continueAfterFailure field in the configuration file.