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Faceted Navigation with django-haystack and solr
DjangoTO 2012-02-09
Craig Nagy @nagyman
What is Faceted Navigation/Browsing?

• Visible options for narrowing a set of items based on metadata; interactive
  query building


• Important for e-commerce sites with a significant number of products; shared
  classifications/metadata


• Browse vs Search, Links vs. Forms
Engines with Faceted Search

• Commercial: Endeca, FAST Search Server (Microsoft, SharePoint)


• Open Source: solr (backed by Apache Lucene), Whoosh, Sphinx (“multi-
  queries”)


• SQL - COUNT, GROUP BY, JOINs, oh my
Solr

• Full text, faceted, distributed, amazing performance (Java)


• Lucene syntax - title:”The Right Way” AND text:go, text:swim?ing, test~, craig
  nagy^4


• JSON/XML API - transparent with Haystack


• Run in a servlet container (e.g. Tomcat); Haystack provides easy local testing
  (Jetty) - manage.py solr --start


• Data is denormalized; documents based on a schema
Solr Schema	

• All fields to index in schema.xml. Haystack has tools to help generate this file
  (manage.py build_solr_schema)


• _exact fields for facets, multiValued=”true” for lists of data, data types
Haystack

• Provides QuerySet-like API to a number of search backends
  haystack.query.SearchQuerySet


  • sqs = SearchQuerySet().filter(content='foo',
    pub_date__lte=datetime.date(2012, 1, 1))


• Mirror your models, and any value you want to index


• Automatic content_type handling


• Performance Tip: Don’t access unindexed data
Haystack - Indexing

• subclass haystack.indexes.SearchIndex.


• prepare_<fieldname> or prepare callbacks


• manage.py update_index or real-time
Full text indexing




Prepare Fields



Register
Not Included

• Not included in Haystack


  • Views, templates, utilities, generating URLs, handling special data types


• Custom Helpers: Searcher, FacetList, Facet, FacetItem, templatetags


• Extras: Facet Landing Pages (e.g. Etsy, Zappos, G Adventures)
Facet Parsing
• Haystack returns dictionaries of facet data; we parse into custom objects
Template Tags




templatetags for arranging the faceted navigation
UI Pattern - Integrated Faceted Breadcrumbs (IFB)

• http://boxesandarrows.com/view/faceted-finding-with (by Greg Nudelman)
Integrated Faceted Breadcrumbs
Refs

• http://www.flickr.com/photos/morville/collections/72157603789246885/


• http://haystacksearch.org/


• https://github.com/toastdriven/django-haystack


• http://boxesandarrows.com/view/faceted-finding-with


• http://lucene.apache.org/solr/


• http://django-haystack.readthedocs.org/en/latest/tutorial.html


• http://www.gadventures.com/trips/
Fin.

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Faceted navigation using django haystack and solr

  • 1. Faceted Navigation with django-haystack and solr DjangoTO 2012-02-09 Craig Nagy @nagyman
  • 2. What is Faceted Navigation/Browsing? • Visible options for narrowing a set of items based on metadata; interactive query building • Important for e-commerce sites with a significant number of products; shared classifications/metadata • Browse vs Search, Links vs. Forms
  • 3.
  • 4.
  • 5. Engines with Faceted Search • Commercial: Endeca, FAST Search Server (Microsoft, SharePoint) • Open Source: solr (backed by Apache Lucene), Whoosh, Sphinx (“multi- queries”) • SQL - COUNT, GROUP BY, JOINs, oh my
  • 6. Solr • Full text, faceted, distributed, amazing performance (Java) • Lucene syntax - title:”The Right Way” AND text:go, text:swim?ing, test~, craig nagy^4 • JSON/XML API - transparent with Haystack • Run in a servlet container (e.g. Tomcat); Haystack provides easy local testing (Jetty) - manage.py solr --start • Data is denormalized; documents based on a schema
  • 7. Solr Schema • All fields to index in schema.xml. Haystack has tools to help generate this file (manage.py build_solr_schema) • _exact fields for facets, multiValued=”true” for lists of data, data types
  • 8. Haystack • Provides QuerySet-like API to a number of search backends haystack.query.SearchQuerySet • sqs = SearchQuerySet().filter(content='foo', pub_date__lte=datetime.date(2012, 1, 1)) • Mirror your models, and any value you want to index • Automatic content_type handling • Performance Tip: Don’t access unindexed data
  • 9. Haystack - Indexing • subclass haystack.indexes.SearchIndex. • prepare_<fieldname> or prepare callbacks • manage.py update_index or real-time
  • 10. Full text indexing Prepare Fields Register
  • 11. Not Included • Not included in Haystack • Views, templates, utilities, generating URLs, handling special data types • Custom Helpers: Searcher, FacetList, Facet, FacetItem, templatetags • Extras: Facet Landing Pages (e.g. Etsy, Zappos, G Adventures)
  • 12. Facet Parsing • Haystack returns dictionaries of facet data; we parse into custom objects
  • 13. Template Tags templatetags for arranging the faceted navigation
  • 14. UI Pattern - Integrated Faceted Breadcrumbs (IFB) • http://boxesandarrows.com/view/faceted-finding-with (by Greg Nudelman)
  • 16. Refs • http://www.flickr.com/photos/morville/collections/72157603789246885/ • http://haystacksearch.org/ • https://github.com/toastdriven/django-haystack • http://boxesandarrows.com/view/faceted-finding-with • http://lucene.apache.org/solr/ • http://django-haystack.readthedocs.org/en/latest/tutorial.html • http://www.gadventures.com/trips/
  • 17. Fin.

Editor's Notes

  1. \n
  2. * (size, price, brand, type, categories).\n* improving findability\n* like products (e.g computers) not unlike products (books &amp; cars)\n\n
  3. AirBnb, Zappos, ToysRUs\n
  4. Browse vs Search\nLinks vs Forms\nOften little or &amp;#x201C;No Results&amp;#x201D;\nUnpredictable combinations\n
  5. SQL - Don&amp;#x2019;t torture yourself; not made for search\n
  6. * Lucene: boosting, boolean, wildcards, ranges, grouping, etc. But Haystack takes care of this, unless you need more advanced searching\n* avoid hitting your DB\n
  7. starting schema provided with Haystack - django_ct, django_id important for differentiating content types\nexpected text field for full-text search\n
  8. * filter, exclude, order_by, highlight\n
  9. * Similar to django model definition. If fields mirror model exactly, no extra work required. Otherwise use\n
  10. * SearchIndex, a la django model definitions. Denormalize your data here.\n* text field template\n* prepare fields for indexing\n\n
  11. \n
  12. \n
  13. \n
  14. \n
  15. \n
  16. \n
  17. \n