Author: apalumbo
Date: Fri Mar 20 00:18:04 2015
New Revision: 1667907

URL: http://svn.apache.org/r1667907
Log:
added some docs to the algorithm directory

Added:
    mahout/site/mahout_cms/trunk/content/users/algorithms/d-qr.mdtext
    
mahout/site/mahout_cms/trunk/content/users/algorithms/intro-cooccurrence-spark.mdtext
    
mahout/site/mahout_cms/trunk/content/users/algorithms/spark-naive-bayes.mdtext
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    mahout/site/mahout_cms/trunk/templates/standard.html

Added: mahout/site/mahout_cms/trunk/content/users/algorithms/d-qr.mdtext
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http://svn.apache.org/viewvc/mahout/site/mahout_cms/trunk/content/users/algorithms/d-qr.mdtext?rev=1667907&view=auto
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+# Distributed thin QR
+
+
+## Intro
+
+Mahout has a distributed implementation of QR decomposition for tall thin 
matricies[1].
+
+## Algorithm 
+
+For the classic QR decomposition of the form 
`\(\mathbf{A}=\mathbf{QR},\mathbf{A}\in\mathbb{R}^{m\times n}\)` a distributed 
version is fairly easily achieved if `\(\mathbf{A}\)` is tall and thin such 
that `\(\mathbf{A}^{\top}\mathbf{A}\)` fits in memory, i.e. *m* is large but 
*n* < ~5000 Under such circumstances, only `\(\mathbf{A}\)` and 
`\(\mathbf{Q}\)` are distributed matricies and `\(\mathbf{A^{\top}A}\)` and 
`\(\mathbf{R}\)` are in-core products. We just compute the in-core version of 
the Cholesky decomposition in the form of `\(\mathbf{LL}^{\top}= 
\mathbf{A}^{\top}\mathbf{A}\)`.  After that we take `\(\mathbf{R}= 
\mathbf{L}^{\top}\)` and 
`\(\mathbf{Q}=\mathbf{A}\left(\mathbf{L}^{\top}\right)^{-1}\)`.  The latter is 
easily achieved by multiplying each verticle block of `\(\mathbf{A}\)` by 
`\(\left(\mathbf{L}^{\top}\right)^{-1}\)`.  (There is no actual matrix 
inversion happening). 
+
+
+
+## Implementations
+
+Mahout `dqrThin(...)` is implemented in the mahout `math-scala` algebraic 
optimizer which translates Mahout's R-like linear algebra operators into a 
physical plan for both Spark and H2O distributed engines.
+
+    def dqrThin[K: ClassTag](A: DrmLike[K], checkRankDeficiency: Boolean = 
true): (DrmLike[K], Matrix) = {        
+        if (drmA.ncol > 5000)
+            log.warn("A is too fat. A'A must fit in memory and easily 
broadcasted.")
+        implicit val ctx = drmA.context
+        val AtA = (drmA.t %*% drmA).checkpoint()
+        val inCoreAtA = AtA.collect
+        val ch = chol(inCoreAtA)
+        val inCoreR = (ch.getL cloned) t
+        if (checkRankDeficiency && !ch.isPositiveDefinite)
+            throw new IllegalArgumentException("R is rank-deficient.")
+        val bcastAtA = sc.broadcast(inCoreAtA)
+        val Q = A.mapBlock() {
+            case (keys, block) => keys -> chol(bcastAtA).solveRight(block)
+        }
+        Q -> inCoreR
+    }
+
+
+## Usage
+
+The scala `dqrThin(...)` method can easily be called in any Spark or H2O 
application built with the `math-scala` library and the corresponding `Spark` 
or `H2O` engine module as follows:
+
+    import org.apache.mahout.math._
+    import org.decompsitions._
+    
+    val(drmQ, inCoreR) = dqrThin(drma)
+
+ 
+## References
+
+[1]: [Mahout Scala and Mahout Spark Bindings for Linear Algebra 
Subroutines](http://mahout.apache.org/users/sparkbindings/ScalaSparkBindings.pdf)
+
+[2]: [Mahout Spark and Scala 
Bindings](http://mahout.apache.org/users/sparkbindings/home.html)
+

Added: 
mahout/site/mahout_cms/trunk/content/users/algorithms/intro-cooccurrence-spark.mdtext
URL: 
http://svn.apache.org/viewvc/mahout/site/mahout_cms/trunk/content/users/algorithms/intro-cooccurrence-spark.mdtext?rev=1667907&view=auto
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mahout/site/mahout_cms/trunk/content/users/algorithms/intro-cooccurrence-spark.mdtext
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mahout/site/mahout_cms/trunk/content/users/algorithms/intro-cooccurrence-spark.mdtext
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+#Intro to Cooccurrence Recommenders with Spark
+
+Mahout provides several important building blocks for creating recommendations 
using Spark. *spark-itemsimilarity* can 
+be used to create "other people also liked these things" type recommendations 
and paired with a search engine can 
+personalize recommendations for individual users. *spark-rowsimilarity* can 
provide non-personalized content based 
+recommendations and when paired with a search engine can be used to 
personalize content based recommendations.
+
+![image](http://s6.postimg.org/r0m8bpjw1/recommender_architecture.png)
+
+This is a simplified Lambda architecture with Mahout's *spark-itemsimilarity* 
playing the batch model building role and a search engine playing the realtime 
serving role.
+
+You will create two collections, one for user history and one for item 
"indicators". Indicators are user interactions that lead to the wished for 
interaction. So for example if you wish a user to purchase something and you 
collect all users purchase interactions *spark-itemsimilarity* will create a 
purchase indicator from them. But you can also use other user interactions in a 
cross-cooccurrence calculation, to create purchase indicators. 
+
+User history is used as a query on the item collection with its cooccurrence 
and cross-cooccurrence indicators (there may be several indicators). The 
primary interaction or action is picked to be the thing you want to recommend, 
other actions are believed to be corelated but may not indicate exactly the 
same user intent. For instance in an ecom recommender a purchase is a very good 
primary action, but you may also know product detail-views, or 
additions-to-wishlists. These can be considered secondary actions which may all 
be used to calculate cross-cooccurrence indicators. The user history that forms 
the recommendations query will contain recorded primary and secondary actions 
all targetted towards the correct indicator fields.
+
+##References
+
+1. A free ebook, which talks about the general idea: [Practical Machine 
Learning](https://www.mapr.com/practical-machine-learning)
+2. A slide deck, which talks about mixing actions or other indicators: 
[Creating a Unified 
Recommender](http://occamsmachete.com/ml/2014/10/07/creating-a-unified-recommender-with-mahout-and-a-search-engine/)
+3. Two blog posts: [What's New in Recommenders: part 
#1](http://occamsmachete.com/ml/2014/08/11/mahout-on-spark-whats-new-in-recommenders/)
+and  [What's New in Recommenders: part 
#2](http://occamsmachete.com/ml/2014/09/09/mahout-on-spark-whats-new-in-recommenders-part-2/)
+3. A post describing the loglikelihood ratio:  [Surprise and 
Coinsidense](http://tdunning.blogspot.com/2008/03/surprise-and-coincidence.html)
  LLR is used to reduce noise in the data while keeping the calculations O(n) 
complexity.
+
+Below are the command line jobs but the drivers and associated code can also 
be customized and accessed from the Scala APIs.
+
+##1. spark-itemsimilarity
+*spark-itemsimilarity* is the Spark counterpart of the of the Mahout mapreduce 
job called *itemsimilarity*. It takes in elements of interactions, which have 
userID, itemID, and optionally a value. It will produce one of more indicator 
matrices created by comparing every user's interactions with every other user. 
The indicator matrix is an item x item matrix where the values are 
log-likelihood ratio strengths. For the legacy mapreduce version, there were 
several possible similarity measures but these are being deprecated in favor of 
LLR because in practice it performs the best.
+
+Mahout's mapreduce version of itemsimilarity takes a text file that is 
expected to have user and item IDs that conform to 
+Mahout's ID requirements--they are non-negative integers that can be viewed as 
row and column numbers in a matrix.
+
+*spark-itemsimilarity* also extends the notion of cooccurrence to 
cross-cooccurrence, in other words the Spark version will 
+account for multi-modal interactions and create cross-cooccurrence indicator 
matrices allowing the use of much more data in 
+creating recommendations or similar item lists. People try to do this by 
mixing different actions and giving them weights. 
+For instance they might say an item-view is 0.2 of an item purchase. In 
practice this is often not helpful. Spark-itemsimilarity's
+cross-cooccurrence is a more principled way to handle this case. In effect it 
scrubs secondary actions with the action you want
+to recommend.   
+
+
+    spark-itemsimilarity Mahout 1.0
+    Usage: spark-itemsimilarity [options]
+    
+    Disconnected from the target VM, address: '127.0.0.1:64676', transport: 
'socket'
+    Input, output options
+      -i <value> | --input <value>
+            Input path, may be a filename, directory name, or comma delimited 
list of HDFS supported URIs (required)
+      -i2 <value> | --input2 <value>
+            Secondary input path for cross-similarity calculation, same 
restrictions as "--input" (optional). Default: empty.
+      -o <value> | --output <value>
+            Path for output, any local or HDFS supported URI (required)
+    
+    Algorithm control options:
+      -mppu <value> | --maxPrefs <value>
+            Max number of preferences to consider per user (optional). 
Default: 500
+      -m <value> | --maxSimilaritiesPerItem <value>
+            Limit the number of similarities per item to this number 
(optional). Default: 100
+    
+    Note: Only the Log Likelihood Ratio (LLR) is supported as a similarity 
measure.
+    
+    Input text file schema options:
+      -id <value> | --inDelim <value>
+            Input delimiter character (optional). Default: "[,\t]"
+      -f1 <value> | --filter1 <value>
+            String (or regex) whose presence indicates a datum for the primary 
item set (optional). Default: no filter, all data is used
+      -f2 <value> | --filter2 <value>
+            String (or regex) whose presence indicates a datum for the 
secondary item set (optional). If not present no secondary dataset is collected
+      -rc <value> | --rowIDColumn <value>
+            Column number (0 based Int) containing the row ID string 
(optional). Default: 0
+      -ic <value> | --itemIDColumn <value>
+            Column number (0 based Int) containing the item ID string 
(optional). Default: 1
+      -fc <value> | --filterColumn <value>
+            Column number (0 based Int) containing the filter string 
(optional). Default: -1 for no filter
+    
+    Using all defaults the input is expected of the form: "userID<tab>itemId" 
or "userID<tab>itemID<tab>any-text..." and all rows will be used
+    
+    File discovery options:
+      -r | --recursive
+            Searched the -i path recursively for files that match 
--filenamePattern (optional), Default: false
+      -fp <value> | --filenamePattern <value>
+            Regex to match in determining input files (optional). Default: 
filename in the --input option or "^part-.*" if --input is a directory
+    
+    Output text file schema options:
+      -rd <value> | --rowKeyDelim <value>
+            Separates the rowID key from the vector values list (optional). 
Default: "\t"
+      -cd <value> | --columnIdStrengthDelim <value>
+            Separates column IDs from their values in the vector values list 
(optional). Default: ":"
+      -td <value> | --elementDelim <value>
+            Separates vector element values in the values list (optional). 
Default: " "
+      -os | --omitStrength
+            Do not write the strength to the output files (optional), Default: 
false.
+    This option is used to output indexable data for creating a search engine 
recommender.
+    
+    Default delimiters will produce output of the form: 
"itemID1<tab>itemID2:value2<space>itemID10:value10..."
+    
+    Spark config options:
+      -ma <value> | --master <value>
+            Spark Master URL (optional). Default: "local". Note that you can 
specify the number of cores to get a performance improvement, for example 
"local[4]"
+      -sem <value> | --sparkExecutorMem <value>
+            Max Java heap available as "executor memory" on each node 
(optional). Default: 4g
+      -rs <value> | --randomSeed <value>
+            
+      -h | --help
+            prints this usage text
+
+This looks daunting but defaults to simple fairly sane values to take exactly 
the same input as legacy code and is pretty flexible. It allows the user to 
point to a single text file, a directory full of files, or a tree of 
directories to be traversed recursively. The files included can be specified 
with either a regex-style pattern or filename. The schema for the file is 
defined by column numbers, which map to the important bits of data including 
IDs and values. The files can even contain filters, which allow unneeded rows 
to be discarded or used for cross-cooccurrence calculations.
+
+See ItemSimilarityDriver.scala in Mahout's spark module if you want to 
customize the code. 
+
+###Defaults in the _**spark-itemsimilarity**_ CLI
+
+If all defaults are used the input can be as simple as:
+
+    userID1,itemID1
+    userID2,itemID2
+    ...
+
+With the command line:
+
+
+    bash$ mahout spark-itemsimilarity --input in-file --output out-dir
+
+
+This will use the "local" Spark context and will output the standard text 
version of a DRM
+
+    itemID1<tab>itemID2:value2<space>itemID10:value10...
+
+###<a name="multiple-actions">How To Use Multiple User Actions</a>
+
+Often we record various actions the user takes for later analytics. These can 
now be used to make recommendations. 
+The idea of a recommender is to recommend the action you want the user to 
make. For an ecom app this might be 
+a purchase action. It is usually not a good idea to just treat other actions 
the same as the action you want to recommend. 
+For instance a view of an item does not indicate the same intent as a purchase 
and if you just mixed the two together you 
+might even make worse recommendations. It is tempting though since there are 
so many more views than purchases. With *spark-itemsimilarity*
+we can now use both actions. Mahout will use cross-action cooccurrence 
analysis to limit the views to ones that do predict purchases.
+We do this by treating the primary action (purchase) as data for the indicator 
matrix and use the secondary action (view) 
+to calculate the cross-cooccurrence indicator matrix.  
+
+*spark-itemsimilarity* can read separate actions from separate files or from a 
mixed action log by filtering certain lines. For a mixed 
+action log of the form:
+
+    u1,purchase,iphone
+    u1,purchase,ipad
+    u2,purchase,nexus
+    u2,purchase,galaxy
+    u3,purchase,surface
+    u4,purchase,iphone
+    u4,purchase,galaxy
+    u1,view,iphone
+    u1,view,ipad
+    u1,view,nexus
+    u1,view,galaxy
+    u2,view,iphone
+    u2,view,ipad
+    u2,view,nexus
+    u2,view,galaxy
+    u3,view,surface
+    u3,view,nexus
+    u4,view,iphone
+    u4,view,ipad
+    u4,view,galaxy
+
+###Command Line
+
+
+Use the following options:
+
+    bash$ mahout spark-itemsimilarity \
+       --input in-file \     # where to look for data
+        --output out-path \   # root dir for output
+        --master masterUrl \  # URL of the Spark master server
+        --filter1 purchase \  # word that flags input for the primary action
+        --filter2 view \      # word that flags input for the secondary action
+        --itemIDPosition 2 \  # column that has the item ID
+        --rowIDPosition 0 \   # column that has the user ID
+        --filterPosition 1    # column that has the filter word
+
+
+
+###Output
+
+The output of the job will be the standard text version of two Mahout DRMs. 
This is a case where we are calculating 
+cross-cooccurrence so a primary indicator matrix and cross-cooccurrence 
indicator matrix will be created
+
+    out-path
+      |-- similarity-matrix - TDF part files
+      \-- cross-similarity-matrix - TDF part-files
+
+The similarity-matrix will contain the lines:
+
+    galaxy\tnexus:1.7260924347106847
+    ipad\tiphone:1.7260924347106847
+    nexus\tgalaxy:1.7260924347106847
+    iphone\tipad:1.7260924347106847
+    surface
+
+The cross-similarity-matrix will contain:
+
+    iphone\tnexus:1.7260924347106847 iphone:1.7260924347106847 
ipad:1.7260924347106847 galaxy:1.7260924347106847
+    ipad\tnexus:0.6795961471815897 iphone:0.6795961471815897 
ipad:0.6795961471815897 galaxy:0.6795961471815897
+    nexus\tnexus:0.6795961471815897 iphone:0.6795961471815897 
ipad:0.6795961471815897 galaxy:0.6795961471815897
+    galaxy\tnexus:1.7260924347106847 iphone:1.7260924347106847 
ipad:1.7260924347106847 galaxy:1.7260924347106847
+    surface\tsurface:4.498681156950466 nexus:0.6795961471815897
+
+**Note:** You can run this multiple times to use more than two actions or you 
can use the underlying 
+SimilarityAnalysis.cooccurrence API, which will more efficiently calculate any 
number of cross-cooccurrence indicators.
+
+###Log File Input
+
+A common method of storing data is in log files. If they are written using 
some delimiter they can be consumed directly by spark-itemsimilarity. For 
instance input of the form:
+
+    2014-06-23 14:46:53.115\tu1\tpurchase\trandom text\tiphone
+    2014-06-23 14:46:53.115\tu1\tpurchase\trandom text\tipad
+    2014-06-23 14:46:53.115\tu2\tpurchase\trandom text\tnexus
+    2014-06-23 14:46:53.115\tu2\tpurchase\trandom text\tgalaxy
+    2014-06-23 14:46:53.115\tu3\tpurchase\trandom text\tsurface
+    2014-06-23 14:46:53.115\tu4\tpurchase\trandom text\tiphone
+    2014-06-23 14:46:53.115\tu4\tpurchase\trandom text\tgalaxy
+    2014-06-23 14:46:53.115\tu1\tview\trandom text\tiphone
+    2014-06-23 14:46:53.115\tu1\tview\trandom text\tipad
+    2014-06-23 14:46:53.115\tu1\tview\trandom text\tnexus
+    2014-06-23 14:46:53.115\tu1\tview\trandom text\tgalaxy
+    2014-06-23 14:46:53.115\tu2\tview\trandom text\tiphone
+    2014-06-23 14:46:53.115\tu2\tview\trandom text\tipad
+    2014-06-23 14:46:53.115\tu2\tview\trandom text\tnexus
+    2014-06-23 14:46:53.115\tu2\tview\trandom text\tgalaxy
+    2014-06-23 14:46:53.115\tu3\tview\trandom text\tsurface
+    2014-06-23 14:46:53.115\tu3\tview\trandom text\tnexus
+    2014-06-23 14:46:53.115\tu4\tview\trandom text\tiphone
+    2014-06-23 14:46:53.115\tu4\tview\trandom text\tipad
+    2014-06-23 14:46:53.115\tu4\tview\trandom text\tgalaxy    
+
+Can be parsed with the following CLI and run on the cluster producing the same 
output as the above example.
+
+    bash$ mahout spark-itemsimilarity \
+        --input in-file \
+        --output out-path \
+        --master spark://sparkmaster:4044 \
+        --filter1 purchase \
+        --filter2 view \
+        --inDelim "\t" \
+        --itemIDPosition 4 \
+        --rowIDPosition 1 \
+        --filterPosition 2
+
+##2. spark-rowsimilarity
+
+*spark-rowsimilarity* is the companion to *spark-itemsimilarity* the primary 
difference is that it takes a text file version of 
+a matrix of sparse vectors with optional application specific IDs and it finds 
similar rows rather than items (columns). Its use is
+not limited to collaborative filtering. The input is in text-delimited form 
where there are three delimiters used. By 
+default it reads 
(rowID&lt;tab>columnID1:strength1&lt;space>columnID2:strength2...) Since this 
job only supports LLR similarity,
+ which does not use the input strengths, they may be omitted in the input. It 
writes 
+(rowID&lt;tab>rowID1:strength1&lt;space>rowID2:strength2...) 
+The output is sorted by strength descending. The output can be interpreted as 
a row ID from the primary input followed 
+by a list of the most similar rows.
+
+The command line interface is:
+
+    spark-rowsimilarity Mahout 1.0
+    Usage: spark-rowsimilarity [options]
+    
+    Input, output options
+      -i <value> | --input <value>
+            Input path, may be a filename, directory name, or comma delimited 
list of HDFS supported URIs (required)
+      -o <value> | --output <value>
+            Path for output, any local or HDFS supported URI (required)
+    
+    Algorithm control options:
+      -mo <value> | --maxObservations <value>
+            Max number of observations to consider per row (optional). 
Default: 500
+      -m <value> | --maxSimilaritiesPerRow <value>
+            Limit the number of similarities per item to this number 
(optional). Default: 100
+    
+    Note: Only the Log Likelihood Ratio (LLR) is supported as a similarity 
measure.
+    Disconnected from the target VM, address: '127.0.0.1:49162', transport: 
'socket'
+    
+    Output text file schema options:
+      -rd <value> | --rowKeyDelim <value>
+            Separates the rowID key from the vector values list (optional). 
Default: "\t"
+      -cd <value> | --columnIdStrengthDelim <value>
+            Separates column IDs from their values in the vector values list 
(optional). Default: ":"
+      -td <value> | --elementDelim <value>
+            Separates vector element values in the values list (optional). 
Default: " "
+      -os | --omitStrength
+            Do not write the strength to the output files (optional), Default: 
false.
+    This option is used to output indexable data for creating a search engine 
recommender.
+    
+    Default delimiters will produce output of the form: 
"itemID1<tab>itemID2:value2<space>itemID10:value10..."
+    
+    File discovery options:
+      -r | --recursive
+            Searched the -i path recursively for files that match 
--filenamePattern (optional), Default: false
+      -fp <value> | --filenamePattern <value>
+            Regex to match in determining input files (optional). Default: 
filename in the --input option or "^part-.*" if --input is a directory
+    
+    Spark config options:
+      -ma <value> | --master <value>
+            Spark Master URL (optional). Default: "local". Note that you can 
specify the number of cores to get a performance improvement, for example 
"local[4]"
+      -sem <value> | --sparkExecutorMem <value>
+            Max Java heap available as "executor memory" on each node 
(optional). Default: 4g
+      -rs <value> | --randomSeed <value>
+            
+      -h | --help
+            prints this usage text
+
+See RowSimilarityDriver.scala in Mahout's spark module if you want to 
customize the code. 
+
+#3. Using *spark-rowsimilarity* with Text Data
+
+Another use case for *spark-rowsimilarity* is in finding similar textual 
content. For instance given the tags associated with 
+a blog post,
+ which other posts have similar tags. In this case the columns are tags and 
the rows are posts. Since LLR is 
+the only similarity method supported this is not the optimal way to determine 
general "bag-of-words" document similarity. 
+LLR is used more as a quality filter than as a similarity measure. However 
*spark-rowsimilarity* will produce 
+lists of similar docs for every doc if input is docs with lists of terms. The 
Apache [Lucene](http://lucene.apache.org) project provides several methods of 
[analyzing and 
tokenizing](http://lucene.apache.org/core/4_9_0/core/org/apache/lucene/analysis/package-summary.html#package_description)
 documents.
+
+#<a name="unified-recommender">4. Creating a Multimodal Recommender</a>
+
+Using the output of *spark-itemsimilarity* and *spark-rowsimilarity* you can 
build a miltimodal cooccurrence and content based
+ recommender that can be used in both or either mode depending on indicators 
available and the history available at 
+runtime for a user. Some slide describing this method can be found 
[here](http://occamsmachete.com/ml/2014/10/07/creating-a-unified-recommender-with-mahout-and-a-search-engine/)
+
+##Requirements
+
+1. Mahout SNAPSHOT-1.0 or later
+2. Hadoop
+3. Spark, the correct version for your version of Mahout and Hadoop
+4. A search engine like Solr or Elasticsearch
+
+##Indicators
+
+Indicators come in 3 types
+
+1. **Cooccurrence**: calculated with *spark-itemsimilarity* from user actions
+2. **Content**: calculated from item metadata or content using 
*spark-rowsimilarity*
+3. **Intrinsic**: assigned to items as metadata. Can be anything that 
describes the item.
+
+The query for recommendations will be a mix of values meant to match one of 
your indicators. The query can be constructed 
+from user history and values derived from context (category being viewed for 
instance) or special precalculated data 
+(popularity rank for instance). This blending of indicators allows for 
creating many flavors or recommendations to fit 
+a very wide variety of circumstances.
+
+With the right mix of indicators developers can construct a single query that 
works for completely new items and new users 
+while working well for items with lots of interactions and users with many 
recorded actions. In other words by adding in content and intrinsic 
+indicators developers can create a solution for the "cold-start" problem that 
gracefully improves with more user history
+and as items have more interactions. It is also possible to create a 
completely content-based recommender that personalizes 
+recommendations.
+
+##Example with 3 Indicators
+
+You will need to decide how you store user action data so they can be 
processed by the item and row similarity jobs and 
+this is most easily done by using text files as described above. The data that 
is processed by these jobs is considered the 
+training data. You will need some amount of user history in your recs query. 
It is typical to use the most recent user history 
+but need not be exactly what is in the training set, which may include a 
greater volume of historical data. Keeping the user 
+history for query purposes could be done with a database by storing it in a 
users table. In the example above the two 
+collaborative filtering actions are "purchase" and "view", but let's also add 
tags (taken from catalog categories or other 
+descriptive metadata). 
+
+We will need to create 1 cooccurrence indicator from the primary action 
(purchase) 1 cross-action cooccurrence indicator 
+from the secondary action (view) 
+and 1 content indicator (tags). We'll have to run *spark-itemsimilarity* once 
and *spark-rowsimilarity* once.
+
+We have described how to create the collaborative filtering indicators for 
purchase and view (the [How to use Multiple User 
+Actions](#multiple-actions) section) but tags will be a slightly different 
process. We want to use the fact that 
+certain items have tags similar to the ones associated with a user's 
purchases. This is not a collaborative filtering indicator 
+but rather a "content" or "metadata" type indicator since you are not using 
other users' history, only the 
+individual that you are making recs for. This means that this method will make 
recommendations for items that have 
+no collaborative filtering data, as happens with new items in a catalog. New 
items may have tags assigned but no one
+ has purchased or viewed them yet. In the final query we will mix all 3 
indicators.
+
+##Content Indicator
+
+To create a content-indicator we'll make use of the fact that the user has 
purchased items with certain tags. We want to find 
+items with the most similar tags. Notice that other users' behavior is not 
considered--only other item's tags. This defines a 
+content or metadata indicator. They are used when you want to find items that 
are similar to other items by using their 
+content or metadata, not by which users interacted with them.
+
+**Note**: It may be advisable to treat tags as cross-cooccurrence indicators 
but for the sake of an example they are treated here as content only.
+
+For this we need input of the form:
+
+    itemID<tab>list-of-tags
+    ...
+
+The full collection will look like the tags column from a catalog DB. For our 
ecom example it might be:
+
+    3459860b<tab>men long-sleeve chambray clothing casual
+    9446577d<tab>women tops chambray clothing casual
+    ...
+
+We'll use *spark-rowimilairity* because we are looking for similar rows, which 
encode items in this case. As with the 
+collaborative filtering indicators we use the --omitStrength option. The 
strengths created are 
+probabilistic log-likelihood ratios and so are used to filter unimportant 
similarities. Once the filtering or downsampling 
+is finished we no longer need the strengths. We will get an indicator matrix 
of the form:
+
+    itemID<tab>list-of-item IDs
+    ...
+
+This is a content indicator since it has found other items with similar 
content or metadata.
+
+    3459860b<tab>3459860b 3459860b 6749860c 5959860a 3434860a 3477860a
+    9446577d<tab>9446577d 9496577d 0943577d 8346577d 9442277d 9446577e
+    ...  
+    
+We now have three indicators, two collaborative filtering type and one content 
type.
+
+##Multimodal Recommender Query
+
+The actual form of the query for recommendations will vary depending on your 
search engine but the intent is the same. For a given user, map their history 
of an action or content to the correct indicator field and perform an OR'd 
query. 
+
+We have 3 indicators, these are indexed by the search engine into 3 fields, 
we'll call them "purchase", "view", and "tags". 
+We take the user's history that corresponds to each indicator and create a 
query of the form:
+
+    Query:
+      field: purchase; q:user's-purchase-history
+      field: view; q:user's view-history
+      field: tags; q:user's-tags-associated-with-purchases
+      
+The query will result in an ordered list of items recommended for purchase but 
skewed towards items with similar tags to 
+the ones the user has already purchased. 
+
+This is only an example and not necessarily the optimal way to create recs. It 
illustrates how business decisions can be 
+translated into recommendations. This technique can be used to skew 
recommendations towards intrinsic indicators also. 
+For instance you may want to put personalized popular item recs in a special 
place in the UI. Create a popularity indicator 
+by tagging items with some category of popularity (hot, warm, cold for 
instance) then
+index that as a new indicator field and include the corresponding value in a 
query 
+on the popularity field. If we use the ecom example but use the query to get 
"hot" recommendations it might look like this:
+
+    Query:
+      field: purchase; q:user's-purchase-history
+      field: view; q:user's view-history
+      field: popularity; q:"hot"
+
+This will return recommendations favoring ones that have the intrinsic 
indicator "hot".
+
+##Notes
+1. Use as much user action history as you can gather. Choose a primary action 
that is closest to what you want to recommend and the others will be used to 
create cross-cooccurrence indicators. Using more data in this fashion will 
almost always produce better recommendations.
+2. Content can be used where there is no recorded user behavior or when items 
change too quickly to get much interaction history. They can be used alone or 
mixed with other indicators.
+3. Most search engines support "boost" factors so you can favor one or more 
indicators. In the example query, if you want tags to only have a small effect 
you could boost the CF indicators.
+4. In the examples we have used space delimited strings for lists of IDs in 
indicators and in queries. It may be better to use arrays of strings if your 
storage system and search engine support them. For instance Solr allows 
multi-valued fields, which correspond to arrays.

Added: 
mahout/site/mahout_cms/trunk/content/users/algorithms/spark-naive-bayes.mdtext
URL: 
http://svn.apache.org/viewvc/mahout/site/mahout_cms/trunk/content/users/algorithms/spark-naive-bayes.mdtext?rev=1667907&view=auto
==============================================================================
--- 
mahout/site/mahout_cms/trunk/content/users/algorithms/spark-naive-bayes.mdtext 
(added)
+++ 
mahout/site/mahout_cms/trunk/content/users/algorithms/spark-naive-bayes.mdtext 
Fri Mar 20 00:18:04 2015
@@ -0,0 +1,141 @@
+# Naive Bayes
+
+
+## Intro
+
+Mahout currently has two Naive Bayes implementations.  The first is standard 
Multinomial Naive Bayes. The second is an implementation of Transformed 
Weight-normalized Complement Naive Bayes as introduced by Rennie et al. 
[[1]](http://people.csail.mit.edu/jrennie/papers/icml03-nb.pdf). We refer to 
the former as Bayes and the latter as CBayes.
+
+Where Bayes has long been a standard in text classification, CBayes is an 
extension of Bayes that performs particularly well on datasets with skewed 
classes and has been shown to be competitive with algorithms of higher 
complexity such as Support Vector Machines. 
+
+
+## Implementations
+Both Bayes and CBayes are currently trained via MapReduce Jobs. Testing and 
classification can be done via a MapReduce Job or sequentially.  Mahout 
provides CLI drivers for preprocessing, training and testing. A Spark 
implementation is currently in the works 
([MAHOUT-1493](https://issues.apache.org/jira/browse/MAHOUT-1493)).
+
+## Preprocessing and Algorithm
+
+As described in 
[[1]](http://people.csail.mit.edu/jrennie/papers/icml03-nb.pdf) Mahout Naive 
Bayes is broken down into the following steps (assignments are over all 
possible index values):  
+
+- Let `\(\vec{d}=(\vec{d_1},...,\vec{d_n})\)` be a set of documents; 
`\(d_{ij}\)` is the count of word `\(i\)` in document `\(j\)`.
+- Let `\(\vec{y}=(y_1,...,y_n)\)` be their labels.
+- Let `\(\alpha_i\)` be a smoothing parameter for all words in the vocabulary; 
let `\(\alpha=\sum_i{\alpha_i}\)`. 
+- **Preprocessing**(via seq2Sparse) TF-IDF transformation and L2 length 
normalization of `\(\vec{d}\)`
+    1. `\(d_{ij} = \sqrt{d_{ij}}\)` 
+    2. `\(d_{ij} = 
d_{ij}\left(\log{\frac{\sum_k1}{\sum_k\delta_{ik}+1}}+1\right)\)` 
+    3. `\(d_{ij} =\frac{d_{ij}}{\sqrt{\sum_k{d_{kj}^2}}}\)` 
+- **Training: Bayes**`\((\vec{d},\vec{y})\)` calculate term weights 
`\(w_{ci}\)` as:
+    1. `\(\hat\theta_{ci}=\frac{d_{ic}+\alpha_i}{\sum_k{d_{kc}}+\alpha}\)`
+    2. `\(w_{ci}=\log{\hat\theta_{ci}}\)`
+- **Training: CBayes**`\((\vec{d},\vec{y})\)` calculate term weights 
`\(w_{ci}\)` as:
+    1. `\(\hat\theta_{ci} = \frac{\sum_{j:y_j\neq 
c}d_{ij}+\alpha_i}{\sum_{j:y_j\neq c}{\sum_k{d_{kj}}}+\alpha}\)`
+    2. `\(w_{ci}=-\log{\hat\theta_{ci}}\)`
+    3. `\(w_{ci}=\frac{w_{ci}}{\sum_i \lvert w_{ci}\rvert}\)`
+- **Label Assignment/Testing:**
+    1. Let `\(\vec{t}= (t_1,...,t_n)\)` be a test document; let `\(t_i\)` be 
the count of the word `\(t\)`.
+    2. Label the document according to `\(l(t)=\arg\max_c \sum\limits_{i} t_i 
w_{ci}\)`
+
+As we can see, the main difference between Bayes and CBayes is the weight 
calculation step.  Where Bayes weighs terms more heavily based on the 
likelihood that they belong to class `\(c\)`, CBayes seeks to maximize term 
weights on the likelihood that they do not belong to any other class.  
+
+## Running from the command line
+
+Mahout provides CLI drivers for all above steps.  Here we will give a simple 
overview of Mahout CLI commands used to preprocess the data, train the model 
and assign labels to the training set. An [example 
script](https://github.com/apache/mahout/blob/master/examples/bin/classify-20newsgroups.sh)
 is given for the full process from data acquisition through classification of 
the classic [20 Newsgroups 
corpus](https://mahout.apache.org/users/classification/twenty-newsgroups.html). 
 
+
+- **Preprocessing:**
+For a set of Sequence File Formatted documents in PATH_TO_SEQUENCE_FILES the 
[mahout 
seq2sparse](https://mahout.apache.org/users/basics/creating-vectors-from-text.html)
 command performs the TF-IDF transformations (-wt tfidf option) and L2 length 
normalization (-n 2 option) as follows:
+
+        mahout seq2sparse 
+          -i ${PATH_TO_SEQUENCE_FILES} 
+          -o ${PATH_TO_TFIDF_VECTORS} 
+          -nv 
+          -n 2
+          -wt tfidf
+
+- **Training:**
+The model is then trained using `mahout spark-trainnb` .  The default is to 
train a Bayes model. The -c option is given to train a CBayes model:
+
+        mahout spark-trainnb
+          -i ${PATH_TO_TFIDF_VECTORS} 
+          -el 
+          -o ${PATH_TO_MODEL}/model 
+          -li ${PATH_TO_MODEL}/labelindex 
+          -ow 
+          -c
+
+- **Label Assignment/Testing:**
+Classification and testing on a holdout set can then be performed via `mahout 
testnb`. Again, the -c option indicates that the model is CBayes.  The -seq 
option tells `mahout testnb` to run sequentially:
+
+        mahout spark-testnb 
+          -i ${PATH_TO_TFIDF_TEST_VECTORS}
+          -m ${PATH_TO_MODEL}/model 
+          -ow 
+          -c 
+
+## Command line options
+
+- **Preprocessing:**
+  
+  Only relevant parameters used for Bayes/CBayes as detailed above are shown. 
Several other transformations can be performed by `mahout seq2sparse` and used 
as input to Bayes/CBayes.  For a full list of `mahout seq2Sparse` options see 
the [Creating vectors from 
text](https://mahout.apache.org/users/basics/creating-vectors-from-text.html) 
page.
+
+        mahout seq2sparse                         
+          --output (-o) output             The directory pathname for output.  
      
+          --input (-i) input               Path to job input directory.        
      
+          --weight (-wt) weight            The kind of weight to use. 
Currently TF   
+                                               or TFIDF. Default: TFIDF        
          
+          --norm (-n) norm                 The norm to use, expressed as 
either a    
+                                               float or "INF" if you want to 
use the     
+                                               Infinite norm.  Must be greater 
or equal  
+                                               to 0.  The default is not to 
normalize    
+          --overwrite (-ow)                If set, overwrite the output 
directory    
+          --sequentialAccessVector (-seq)  (Optional) Whether output vectors 
should  
+                                               be SequentialAccessVectors. If 
set true   
+                                               else false                      
          
+          --namedVector (-nv)              (Optional) Whether output vectors 
should  
+                                               be NamedVectors. If set true 
else false   
+
+- **Training:**
+
+        mahout trainnb
+          --input (-i) input               Path to job input directory.        
         
+          --output (-o) output             The directory pathname for output.  
         
+          --labels (-l) labels             Comma-separated list of labels to 
include in 
+                                               training                        
             
+          --extractLabels (-el)            Extract the labels from the input   
         
+          --alphaI (-a) alphaI             Smoothing parameter. Default is 1.0
+          --trainComplementary (-c)        Train complementary? Default is 
false.                        
+          --labelIndex (-li) labelIndex    The path to store the label index 
in         
+          --overwrite (-ow)                If present, overwrite the output 
directory   
+                                               before running job              
             
+          --help (-h)                      Print out help                      
         
+          --tempDir tempDir                Intermediate output directory       
         
+          --startPhase startPhase          First phase to run                  
         
+          --endPhase endPhase              Last phase to run
+
+- **Testing:**
+
+        mahout testnb   
+          --input (-i) input               Path to job input directory.        
          
+          --output (-o) output             The directory pathname for output.  
          
+          --overwrite (-ow)                If present, overwrite the output 
directory    
+                                               before running job              
                                  
+
+      
+          --model (-m) model               The path to the model built during 
training   
+          --testComplementary (-c)         Test complementary? Default is 
false.                          
+          --runSequential (-seq)           Run sequential?                     
          
+          --labelIndex (-l) labelIndex     The path to the location of the 
label index   
+          --help (-h)                      Print out help                      
          
+          --tempDir tempDir                Intermediate output directory       
          
+          --startPhase startPhase          First phase to run                  
          
+          --endPhase endPhase              Last phase to run  
+
+
+## Examples
+
+Mahout provides an example for Naive Bayes classification:
+
+1. [Classify 20 Newsgroups](twenty-newsgroups.html)
+ 
+## References
+
+[1]: Jason D. M. Rennie, Lawerence Shih, Jamie Teevan, David Karger (2003). 
[Tackling the Poor Assumptions of Naive Bayes Text 
Classifiers](http://people.csail.mit.edu/jrennie/papers/icml03-nb.pdf). 
Proceedings of the Twentieth International Conference on Machine Learning 
(ICML-2003).
+
+

Modified: mahout/site/mahout_cms/trunk/templates/standard.html
URL: 
http://svn.apache.org/viewvc/mahout/site/mahout_cms/trunk/templates/standard.html?rev=1667907&r1=1667906&r2=1667907&view=diff
==============================================================================
--- mahout/site/mahout_cms/trunk/templates/standard.html (original)
+++ mahout/site/mahout_cms/trunk/templates/standard.html Fri Mar 20 00:18:04 
2015
@@ -159,6 +159,7 @@
                 <ul class="dropdown-menu">
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Spark Bindings Overview</a></li>
                   <li><a 
href="/users/sparkbindings/play-with-shell.html">Playing with Mahout's Spark 
Shell</a></li>
+                  <li><a href="/users/algorithms/d-qr.html">Distributed 
QR</a></li>
                              <li class="divider"></li>
                   <li><a href="/users/sparkbindings/faq.html">FAQ</a></li>
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