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Notes on setting up Taste


Setting up Taste v1.7.2 on a CentOS 4 x86_64 box.

Taste has merged with Mahout now, but I still want to do this standalone b/c I’m having trouble getting the JUnit tests to pass for Mahout. With that out of the way…

These are the shell commands I assembled after following the Taste Demo guide.

#make sure you have ant, and the JDK.  I don't recommend the CentOS stock, get them from Sun/Apache
#download necessary .jar files, sources, data files.  unpack/move them to correct locations.
wget http://internap.dl.sourceforge.net/sourceforge/taste/taste-1.7.2.zip
wget http://internap.dl.sourceforge.net/sourceforge/proguard/proguard4.2.zip
wget http://www.grouplens.org/system/files/million-ml-data.tar__0.gz
wget http://www.hightechimpact.com/Apache/tomcat/tomcat-5/v5.5.26/bin/apache-tomcat-5.5.26.tar.gz
unzip taste-1.7.2.zip
unzip proguard4.2.zip
tar -xvzf million-ml-data.tar__0.gz
tar -xvzf apache-tomcat-5.5.26.tar.gz
cp proguard4.2/lib/proguard.jar lib/
mv [mr]*.dat src/example/com/planetj/taste/example/grouplens/
#start up tomcat on port 8080 (default)
JAVA_OPTS="-server -da -dsa -Xms1024m -Xmx1024m" JAVA_HOME=/usr/java/jdk1.6.0_02 sh apache-tomcat-5.5.26/bin/startup.sh
#build taste.war, and inject it into tomcat
JDK_HOME=/usr/java/jdk1.6.0_02 JAVA_HOME=/usr/java/jdk1.6.0_02 ant build-grouplens-example
cp taste.war apache-tomcat-5.5.26/webapps/
#test the app.  may take a minute or two on the first query.
wget -O - -S 'http://localhost:8080/taste/RecommenderServlet?userID=1&debug=true'

Once you get that working, you can tweak the demo slightly to work on another data set. You just need to know the grouplens file format. ratings.dat is of the format:

UserID::MovieID::Rating::Timestamp

e.g.

1::1193::5::978300760

and movies.dat is of the format:

MovieID::Title::Genres

e.g.

1::Toy Story (1995)::Animation|Children's|Comedy

I wrote a script, let’s call it load_taste.pl, that can generate new movies.dat and ratings.dat files from an alternate data source. If I make these new files, I can drop them in place of the grouplens data, rebuild the .war files, and make recommendations on this other data set. Here’s how to do it:

#generate ratings.dat and movies.dat.  move them to replace the grouplens data files.
perl ./load_taste.pl
mv [mr]*.dat src/example/com/planetj/taste/example/grouplens/
#get rid of stale .war and .jar files
rm taste.war grouplens.jar
#build the "quick" version of the example.  see below for build.xml patch
JDK_HOME=/usr/java/jdk1.6.0_02 JAVA_HOME=/usr/java/jdk1.6.0_02 ant build-grouplens-example-quick
#inject the re-built .war file into tomcat.
cp taste.war apache-tomcat-5.5.26/webapps/
#get rid of stale tomcat caches
rm -rf apache-tomcat-5.5.26/webapps/taste apache-tomcat-5.5.26/temp/taste.*.txt

Note that I’ve defined a new ant build target called “build-grouplens-example-quick”. The purpose of this is that we only want to rebuild grouplens.jar and taste.war, not reoptimize/reverify/rebuild taste.jar, etc. The “build-grouplens-example” target takes ~55 seconds to complete on my machine, whereas the “build-grouplens-example-quick” target takes ~2 seconds. Here’s a diff to the original build.xml file:

--- /tmp/build.xml      2008-03-21 21:18:20.000000000 -0700
+++ ./build.xml 2008-06-30 11:46:18.000000000 -0700
@@ -161,6 +161,58 @@
      <delete file="${my-web.xml}"/>
   </target>
 
+  <target depends="" name="build-taste-server-quick" description="Builds deployable web-based Taste server">
+     <fail unless="my-recommender.jar" message="Please set -Dmy-recommender.jar=XXX"/>
+     <fail unless="my-recommender-class" message="Please set -Dmy-recommender-class=XXX"/>
+     <tempfile property="my-web.xml"/>
+     <copy file="src/main/com/planetj/taste/web/web.xml" tofile="${my-web.xml}">
+       <filterset>
+               <filter token="RECOMMENDER_CLASS" value="${my-recommender-class}"/>
+       </filterset>
+     </copy>
+     <war destfile="${release-war}" webxml="${my-web.xml}">
+       <lib dir=".">
+               <include name="${release-jar}"/>
+               <include name="${my-recommender.jar}"/>
+       </lib>
+       <lib dir="lib/axis"/>
+       <classes dir="build">
+               <include name="com/planetj/taste/web/**"/>
+       </classes>
+       <fileset dir="src/main/com/planetj/taste/web">
+               <include name="RecommenderService.jws"/>
+       </fileset>
+     </war>
+     <delete file="${my-web.xml}"/>
+  </target>
+  <target depends="" name="build-grouplens-example-quick" description="Builds deployable GroupLens example">
+     <javac source="1.5"
+            target="1.5"
+            deprecation="true"
+          debug="true"
+          optimize="false"
+            destdir="build"
+            srcdir="src/example">
+       <compilerarg value="-Xlint:all"/>
+       <classpath>
+               <pathelement location="${release-jar}"/>
+               <pathelement location="${annotations.jar}"/>
+       </classpath>
+     </javac>
+     <jar jarfile="grouplens.jar">
+       <fileset dir="src/example">
+               <include name="com/planetj/taste/example/grouplens/ratings.dat"/>
+               <include name="com/planetj/taste/example/grouplens/movies.dat"/>
+       </fileset>
+       <fileset dir="build">
+               <include name="com/planetj/taste/example/grouplens/**"/>
+       </fileset>
+     </jar>
+     <property name="my-recommender.jar" value="grouplens.jar"/>
+     <property name="my-recommender-class" value="com.planetj.taste.example.grouplens.GroupLensRecommender"/>
+     <antcall target="build-taste-server-quick"/>
+  </target>
+
   <target depends="build,optimize" name="build-grouplens-example" description="Builds deployable GroupLens example">
      <javac source="1.5"
             target="1.5"

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Statistical HTML Content Extraction

Introduction

I’ve been learning about some of the techniques used by the so-called “Black Hat SEO” community for boosting their rankings in search engine results. Intriguing stuff. I’m by no means an expert in this area, but the theory underlying building black-hat pages and networks sure looks like it has a lot to do with my primary areas of interest.

Generating Unique Content

One “Black Hat SEO” application area is automatically generating HTML pages to improve search engine rankings. This technique uses a Markov process to generate text. The idea is to build one or more web pages that contain the keywords the SEO is targeting. The method basically works like this:

  1. Assemble a corpus of text to train the model. For example, Project Gutenberg
  2. Build an order-N (typically N=2) Markov model that captures the state changes in the corpus
  3. Generate text from the model, periodically throwing in some keywords
  4. Link the generated page to some other page to which you want to send traffic
  5. Repeat again from Step 1

One problem with this approach — aside from the fact that the keywords don’t really fitting in with the flow of the model — is that the model is trained on inappropriate text. For instance, suppose you were trying to optimize for keywords:

  • keywords
  • statistics
  • Search engine optimization
  • SEO
  • Automatic content generation
  • Automatic content extraction
  • HTML content extraction
  • Markov Model

… then you probably wouldn’t want to train your model on, say, Jane Austen’s Pride and Prejudice.

Improve Generated Text: Use Niche Corpora

A better thing to do would be to find some nice web pages containing keywords, statistics, seo, Markov model, and so on. That way you’ll pick up related keywords that you didn’t initially think of (or weren’t suggested by your keyword expansion tool), too.

But let’s face it. The corpora are going to be in HTML format. So the question now becomes, How do I automate the transformation of HTML into plain text for input to the model? A few strawman ideas, followed by my remarks:

  • Get an HTML document, and remove all <element/>s. Won’t work very well. You end up training on page navigation, footers, headers, etc.
  • Build a site- or software-specific parser (e.g. for Wikipedia, or for Wordpress) to extract the main content. Scalability and maintenance nightmare. This is not generalizable to general text extraction. You’ll be constantly fixing broken parsers, too.
  • Devise a scoring system that can identify the main content of the page. Exactly!

I did find some methods for scoring page fragments, such as the Perl modules HTML::Content::Extractor and HTML::Extract, and another method described by Nooks. There are also a few intersting ideas in Gupta’s WWW2003 paper.

None of that Perl code linked above actually works, but Nooks and Jean Tavernier generally had the right idea. Basically, they look “down” the DOM to find the sub-DOM with the highest text/tag ratio.

The main problem with this approach is that it biases for DOM leaves, or “twigs” that are very close to leaves. You end up having to write special rules for accomodating the idiosyncrosies of each particular page dealt with, and it basically turns back into an HTML parsing exercise.

The other problem, and possibly more significant one from a statistician’s point of view, is that the ratio is not a well-understood metric for making decisions about what constitutes a “good” versus a “bad” sub-document. It would be better to have a p-value…

Balls and Urns

Fortunately, Fisher’s exact test can be applied to this problem. Here’s how you can apply it, explanation follows. First, let’s define some variables:

  • X: the total number of words in the whole document.
  • x: the number of words in a sub-document.
  • Y: the total number of <element/>s in the whole document.
  • y: the number of <element/>s in a sub-document.

Then, we perform the following algorithm to identify the single best sub-document:

tree; //the HTML tree's root node
minP = 1; //minimum p-value observed in the document
subD = ""; //sub-document corresponding to minimum p-value
X = calculatex(tree);
Y = calculatey(tree);
look(tree);
function look (node) {
  x = calculatex(node);
  y = calculatey(node);
  p = calculateHyperG(x,y,X,Y);
  if ( p < minP ) {
    minP = p;
    subD = node;
  }
  C = children(node);
  foreach (c in C) {
    look(c);
  }
}

Balls and Urns, Explained

The pseudocode above is examining each sub-document of the HTML document in turn and identifying the one with the smallest p-value. The p-value is calculated using the hypergeometirc distribution, where we consider that a sub-document has x words and y HTML <element/>s. This, in the context of the total document having X words and Y HTML <element/>s. It’s better than a simple ratio calculation because it does not bias for the tree’s leaves. That is, the p-value does not consider only the size of x+y.

Caveats

Bear in mind that testing so many sub-documents, especially for very large HTML documents, warrants so-called “multiple hypothesis testing correction“, such as a Bonferroni correction. It’s outside the scope of this article.

Also, the tests performed are not entirely independent. That is, if node B is a child of node A then B will have some effect on A when calculating A’s p-value and must be factored out. This is also a well-defined problem but is, alas, also outside the scope of this article. Do your homework! Hint: learn about the Gene Ontology.

Conclusion

Fine and dandy, but does it work? My conclusion: seems to work. Here’s a CGI script demonstrating the hypergeometric content extraction technique on CNN.com. It reports a text snippet at the beginning and end of the single “best” sub-document and the corresponding (uncorrected) p-value. Twiddle the u parameter to test on a page of your choice. Some pages may block the user-agent I’m using…

There is also the issue of what to consider an element and what not to… or maybe even element weighting. For instance, maybe <p/> and <i/> elements shouldn’t be penalized because they’re commonly associated with text, but <script/> elements are heavily penalized.

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Sparse Matrices in R

I’ve had a need over the last week to work with some sparse matrix data in R. This was a totally new problem for me, and I can now sympathize with anyone else having to do this and will document the experience.

It seems that the de-facto standard for moving sparse matrices is around is to use the Harwell-Boeing file format, aka “harbo”. It’s a horrible and largely undocumented fixed-width (think Fortran) file format. The best documentation I could find was in source code here, although you may be able to piece more of it together with Koders. R does include a harbo reader as part of the SparseM package.

Given that I’m more comfortable working in Perl than in R or Fortran, I decided to have a look on CPAN to see what was available. As it turns out, there is a package called Text::SenseClusters from Ted Pedersen that ships with a nifty program, mat2harbo.pl. I found the preferred sparse matrix “mat” format used by Text::SenseClusters to be more reasonable than harbo. Here’s an example.

5 5 15
2 9 4 9
1 6 2 5 3 7 4 8 5 6
1 4 2 5
1 7 2 6 3 7
1 9 2 8 3 9

. There is a header line “

5 5 15

” that defines the matrix rows, columns, and number of non null fields. Each subsequent (possibly blank) line gives index/value pairs for the non-null positions in that row. Easy!

At this point I was formulating a plan to:

  1. use my matrix writer to write in “mat” format to file1.mat.
  2. convert file1.mat to file2.harbo using mat2harbo.pl from Text::SenseClusters.
  3. import file2.harbo into R using the read.matrix.hb() function in the SparseM package.
  4. convert the SparseM matrix to an R graph (graph package).
  5. get back to my original problem… analyzing the matrix in R with Boost via the RBGL package.

Well, it wasn’t that easy.

Step 1 went okay. Step 2 had problems with null columns, and had some glitches in the output format. Some of these glitches were easy to fix (e.g. matrix definition of “rra” to “RRA”), but others were very difficult due to the fact that mat2harbo.pl didn’t provide “full” harbo support, and the SparseM reader needed some of the file format features that weren’t supported.

So I wrote my own “mat” file -> R matrix.rsc object constructor myself. Here it is:

read.matrix.pair = function (file,debug=FALSE) {
mat.lines = readLines(file);
header = mat.lines[1];
F = strsplit(header,' ')[[1]];
nrow = as.integer(F[1]);
ncol = as.integer(F[2]);
nelem = as.integer(F[3]);
 
ja = vector("list",nrow);
ra = vector("list",nrow);
ia = vector("list",nrow);
ia[[1]] = c(1);
 
for ( i in 2:(nrow+1) ) { #nrow
mat.line = strsplit(mat.lines[i],' ')[[1]];
if ( length(mat.line) > 0 ) {
if ( debug ) print(paste('non-empty row',i-1));
ja[[i-1]] = mat.line[  seq(1,length(mat.line),by=2)];
ra[[i-1]] = mat.line[1+seq(1,length(mat.line),by=2)];
ia[[i]] = ia[[i-1]] + length(mat.line)/2;
if ( debug ) print(paste('  pos:',ja[[i-1]]));
if ( debug ) print(paste('  dat:',ra[[i-1]]));
} else {
if ( debug ) print(paste('    empty row',i-1));
ia[[i]] = ia[[i-1]];
}
}
ans.ja = as.integer(unlist(ja));
ans.ra = as.integer(unlist(ra));
ans.ia = as.integer(unlist(ia));
dimension = as.integer(c(nrow,ncol));
 
if ( debug ) {
print(paste('nrow',nrow));
print(paste('ncol',ncol));
print('ra');print(ans.ra);
print('ja');print(ans.ja);
print('ia');print(ans.ia);
}
rd.o = new("matrix.csr", ra = ans.ra, ja = ans.ja, ia = ans.ia, dimension = dimension)
}

This let me just read the “mat” file directly into R. After that, the conversion to a graph object seems to work okay. I say seems to because I’m still waiting for the SparseM -> graph conversion routine to finish. It’s a 50K x 50K matrix with about 2 million edges, so it’s taking a little while…

Took about as long to convert as it took me to post this. Everything is fine. Now I get back to doing all-by-all Dijkstra on the graph, or at least find a reasonably fast way to allow for one-off queries.

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