Full Text Searching (Pt 1) (English)

Full Text Searching (Pt 1)

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NOTE: Apart from English (and even then it's questionable, I'm Scottish). These are machine translated in languages I don't read. If they're terrible please contact me.
You can see how this translation was done in this article.

Tuesday, 20 August 2024

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Less than a minute

Introduction

Searching for content is a critical part of any content heavy website. It enhances discoverability and user experience. In this post I'll cover how I added full text searching for this site

Next parts in this series:

Approaches

There's a number of ways to do full text searching including

  1. Just Searching an in memory data structure (like a list), this is relatively simple to implement but doesn't scale well. Additionally it doesn't support complex queries without a lot of work.
  2. Using a database like SQL Server or Postgres. While this does work and has support from almost all database types it's not always the best solution for more complex data structures or complex queries; however it's what this article will cover.
  3. Using a lightweight Search technology like Lucene or SQLite FTS. This is a middle ground between the two above solutions. It's more complex than just searching a list but less complex than a full database solution. However; it's still pretty complex to implement (especially for ingesting data) and doesn't scale as well as a full search solution. In truth many other search technologies use Lucene under the hood for it's amazing vector search capabilities.
  4. Using a search engine like ElasticSearch, OpenSearch or Azure Search. This is the most complex & resource intensive solution but also the most powerful. It's also the most scalable and can handle complex queries with ease. I'll go into excruciating depth in the next week or so on how to self-host, configure and use OpenSearch from C#.

Database Full Text Searching with Postgres

In this blog I've recently moved to using Postgres for my database. Postgres has a full text search feature that is very powerful and (somewhat) easy to use. It's also very fast and can handle complex queries with ease.

When building yout DbContext you can specify which fields have full text search functionality enabled.

Postgres uses the concept of search vectors to achieve fast, efficient Full Text Searching. A search vector is a data structure that contains the words in a document and their positions. Essentially precomputing the search vector for each row in the database allows Postgres to search for words in the document very quickly. It uses two special data types to achieve this:

  • TSVector: A special PostgreSQL data type that stores a list of lexemes (think of it as a vector of words). It is the indexed version of the document used for fast searching.
  • TSQuery: Another special data type that stores the search query, which includes the search terms and logical operators (like AND, OR, NOT).

Additionally it offers a ranking function that allows you to rank the results based on how well they match the search query. This is very powerful and allows you to order the results by relevance. PostgreSQL assigns a ranking to the results based on relevance. Relevance is calculated by considering factors such as the proximity of the search terms to each other and how often they appear in the document. The ts_rank or ts_rank_cd functions are used to compute this ranking.

You can read more about the full text search features of Postgres here

Entity Framework

The Postgres Entity Framework package here provides powerful support for full text searching. It allows you to specify which fields are full text indexed and how to query them.

To do this we add specific index types to our Entities as defined in DbContext:

   modelBuilder.Entity<BlogPostEntity>(entity =>
        {
            entity.HasIndex(x => new { x.Slug, x.LanguageId });
            entity.HasIndex(x => x.ContentHash).IsUnique();
            entity.HasIndex(x => x.PublishedDate);

                entity.HasIndex(b => new { b.Title, b.PlainTextContent})
                .HasMethod("GIN")
                .IsTsVectorExpressionIndex("english");
  ...

Here we're adding a full text index to the Title and PlainTextContent fields of our BlogPostEntity. We're also specifying that the index should use the GIN index type and the english language. This is important as it tells Postgres how to index the data and what language to use for stemming and stop words.

This is obviously an issue for our blog as we have multiple languages. Unfortunately for now I'm just using the english language for all posts. This is something I'll need to address in the future but for now it works well enough.

We also add an index to our Category entity:

     modelBuilder.Entity<CategoryEntity>(entity =>
        {
            entity.HasIndex(b => b.Name).HasMethod("GIN").IsTsVectorExpressionIndex("english");;
...

By doing this Postgres generates a search vector for each row in the database. This vector contains the words in the Title and PlainTextContent fields. We can then use this vector to search for words in the document.

This translates to a to_tsvector function in SQL that generates the search vector for the row. We can then use the ts_rank function to rank the results based on relevance.

SELECT to_tsvector('english', 'a fat  cat sat on a mat - it ate a fat rats');
to_tsvector
-----------------------------------------------------
'ate':9 'cat':3 'fat':2,11 'mat':7 'rat':12 'sat':4

Apply this as a migration to our database and we're ready to start searching.

Searching

TsVector Index

To search we use will use the EF.Functions.ToTsVector and EF.Functions.WebSearchToTsQuery functions to create a search vector and query. We can then use the Matches function to search for the query in the search vector.

  var posts = await context.BlogPosts
            .Include(x => x.Categories)
            .Include(x => x.LanguageEntity)
            .Where(x =>
                EF.Functions.ToTsVector("english", x.Title + " " + x.PlainTextContent)
                    .Matches(EF.Functions.WebSearchToTsQuery("english", query)) // Search in title and content
                && x.Categories.Any(c =>
                    EF.Functions.ToTsVector("english", c.Name)
                        .Matches(EF.Functions.WebSearchToTsQuery("english", query))) // Search in categories
                && x.LanguageEntity.Name == "en") // Filter by language
            .OrderByDescending(x =>
                EF.Functions.ToTsVector("english", x.Title + " " + x.PlainTextContent)
                    .Rank(EF.Functions.WebSearchToTsQuery("english", query))) // Rank by relevance
            .Select(x => new { x.Title, x.Slug })
            .ToListAsync();
       

The EF.Functions.WebSearchToTsQuery function generates the query for the row based on common Web Search engine syntax.

SELECT websearch_to_tsquery('english', '"sad cat" or "fat rat"');
       websearch_to_tsquery
-----------------------------------
 'sad' <-> 'cat' | 'fat' <-> 'rat'

In this example you can see that this generates a query that searches for the words "sad cat" or "fat rat" in the document. This is a powerful feature that allows us to search for complex queries with ease.

As stated befpre these methods both generate the search vector and query for the row. We then use the Matches function to search for the query in the search vector. We can also use the Rank function to rank the results by relevance.

As you can see this isn't a simple query but it's very powerful and allows us to search for words in the Title, PlainTextContent and Category fields of our BlogPostEntity and rank these by relevance.

WebAPI

To use these (in future) we can create a simple WebAPI endpoint that takes a query and returns the results. This is a simple controller that takes a query and returns the results:

[ApiController]
[Route("api/[controller]")]
public class SearchApi(IMostlylucidDbContext context) : ControllerBase
{
    [HttpGet]
    public async Task<JsonHttpResult<List<SearchResults>>> Search(string query)
    {;

        var posts = await context.BlogPosts
            .Include(x => x.Categories)
            .Include(x => x.LanguageEntity)
            .Where(x =>
                EF.Functions.ToTsVector("english", x.Title + " " + x.PlainTextContent)
                    .Matches(EF.Functions.WebSearchToTsQuery("english", query)) // Search in title and content
                && x.Categories.Any(c =>
                    EF.Functions.ToTsVector("english", c.Name)
                        .Matches(EF.Functions.WebSearchToTsQuery("english", query))) // Search in categories
                && x.LanguageEntity.Name == "en") // Filter by language
            .OrderByDescending(x =>
                EF.Functions.ToTsVector("english", x.Title + " " + x.PlainTextContent)
                    .Rank(EF.Functions.WebSearchToTsQuery("english", query))) // Rank by relevance
            .Select(x => new { x.Title, x.Slug })
            .ToListAsync();
        
        var output = posts.Select(x => new SearchResults(x.Title.Trim(), x.Slug)).ToList();
        
        return TypedResults.Json(output);
    }

Generated Column and TypeAhead

An alternative approach to using these 'simple' TsVector Indices is to use a generated column to store the Search Vector and then use this to search. This is a more complex approach but allows for better performance. Here we modify our BlogPostEntity to add a special type of column:

   [DatabaseGenerated(DatabaseGeneratedOption.Computed)]
    public NpgsqlTsVector SearchVector { get; set; }

This is a computed column that generates the search vector for the row. We can then use this column to search for words in the document.

We then set up this index inside our entity definition (yet to confirm but this may also allow us to have multiple languages by specifying a language column for each post).

   entity.Property(b => b.SearchVector)
                .HasComputedColumnSql("to_tsvector('english', coalesce(\"Title\", '') || ' ' || coalesce(\"PlainTextContent\", ''))", stored: true);

You'll see here that we use HasComputedColumnSql to explicity specify the PostGreSQL function to generate the search vector. We also specify that the column is stored in the database. This is important as it tells Postgres to store the search vector in the database. This allows us to search for words in the document using the search vector.

In the database this generated this for each row, which are the 'lexemes' in the document and their positions:

"'1992':464 '1996':468 '20':480 '200':115 '2007':426 '2009':428 '2012':88 '2015':397 '2018':370 '2020':372 '2021':288,327,329,399 '2022':196,243,245,290 '2024':156,158,198 '25':21,477,486,522 '3d':346 '6':203,256 '8':179,485 '90':120,566 'ab':282 'access':221 'accomplish':14 'achiev':118 'across':60 'adapt':579 'advanc':134 'applic':168,316,526 'apr':155,197 'architect':83,97,159 'architectur':307,337 ...

SearchAPI

We can then use this column to search for words in the document. We can use the Matches function to search for the query in the search vector. We can also use the Rank function to rank the results by relevance.

       var posts = await context.BlogPosts
            .Include(x => x.Categories)
            .Include(x => x.LanguageEntity)
            .Where(x =>
                // Search using the precomputed SearchVector
                x.SearchVector.Matches(EF.Functions.ToTsQuery("english", query + ":*")) // Use precomputed SearchVector for title and content
                && x.Categories.Any(c =>
                    EF.Functions.ToTsVector("english", c.Name)
                        .Matches(EF.Functions.ToTsQuery("english", query + ":*"))) // Search in categories
                && x.LanguageEntity.Name == "en") // Filter by language
            .OrderByDescending(x =>
                // Rank based on the precomputed SearchVector
                x.SearchVector.Rank(EF.Functions.ToTsQuery("english", query + ":*"))) // Use precomputed SearchVector for ranking
            .Select(x => new { x.Title, x.Slug })
            .ToListAsync();

You'l lsee here that we also use a different query constructor EF.Functions.ToTsQuery("english", query + ":*") which allows us to offer a TypeAhead type functionality (where we can type e.g. 'cat' and get 'cat', 'cats', 'caterpillar' etc).

Additionally it lets us simplify the main blog post query to just search for the query in the SearchVector column. This is a powerful feature that allows us to search for words in the Title, PlainTextContent. We still use the index we showed above for the CategoryEntity.

x.Categories.Any(c =>
                    EF.Functions.ToTsVector("english", c.Name)
                        .Matches(EF.Functions.ToTsQuery("english", query + ":*"))) 

We then use the Rank function to rank the results by relevance based on the query.

 x.SearchVector.Rank(EF.Functions.ToTsQuery("english", query + ":*")))

This lets us use the endpoint as follows, where we can pass in the first few letters of a word and get back all the posts that match that word:

You can view the API in action here look for the /api/SearchApi. (Note; I've enabled Swagger for this site so you can see the API in action but most of the time this should be reserved for `IsDevelopment()).

API

In future I'll add a TypeAhead feature to the search box on the site that uses this functionality.

In Conclusion

You can see that it's possible to get powerful search functionality using Postgres and Entity Framework. However it has complexities and limitations we need to account for (like the language thing). In the next part I'll cover how we'd do this using OpenSearch - which is has a ton more setup but is more powerful and scalable.

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©2024 Scott Galloway