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uni/year4/semester1/CT4100: Information Retrieval/notes/CT4100-Notes.tex

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\author{Andrew Hayes}
\begin{document}
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\censor{\huge \textbf{CT4100}}
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\LARGE
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Information Retrieval
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Name: Andrew Hayes \\
E-mail: \href{mailto://a.hayes18@universityofgalway.ie}{\texttt{a.hayes18@universityofgalway.ie}} \hfill\\
Student ID: 21321503 \hfill
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\section{Introduction}
\subsection{Lecturer Contact Details}
\begin{itemize}
\item Colm O'Riordan.
\item \href{mailto://colm.oriordan@universityofgalway.ie}{\texttt{colm.oriordan@universityofgalway.ie}}.
\end{itemize}
\subsection{Motivations}
\begin{itemize}
\item To study/analyse techniques to deal suitably with the large amounts (\& types) of information.
\item Emphasis on research \& practice in Information Retrieval.
\end{itemize}
\subsection{Related Fields}
\begin{itemize}
\item Artificial Intelligence.
\item Database \& Information Systems.
\item Algorithms.
\item Human-Computer Interaction.
\end{itemize}
\subsection{Recommended Texts}
\begin{itemize}
\item \textit{Modern Information Retrieval} -- Riberio-Neto \& Baeza-Yates (several copies in library).
\item \textit{Information Retrieval} -- Grossman.
\item \textit{Introduction to Information Retrieval} -- Christopher Manning.
\item Extra resources such as research papers will be recommended as extra reading.
\end{itemize}
\subsection{Grading}
\begin{itemize}
\item Exam: 70\%.
\item Assignment 1: 30\%.
\item Assignment 2: 30\%.
\end{itemize}
There will be exercise sheets posted for most lecturers; these are not mandatory and are intended as a study aid.
\subsection{Introduction to Information Retrieval}
\textbf{Information Retrieval (IR)} deals with identifying relevant information based on users' information needs, e.g.
web search engines, digital libraries, \& recommender systems.
It is finding material (usually documents) of an unstructured nature that satisfies an information need within large
collections (usually stored on computers).
\section{Information Retrieval Models}
\subsection{Introduction to Information Retrieval Models}
\textbf{Data collections} are well-structured collections of related items; items are usually atomic with a
well-defined interpretation.
Data retrieval involves the selection of a fixed set of data based on a well-defined query (e.g., SQL, OQL).
\\\\
\textbf{Information collections} are usually semi-structured or unstructured.
Information Retrieval (IR) involves the retrieval of documents of natural language which is typically not
structured and may be semantically ambiguous.
\subsubsection{Information Retrieval vs Information Filtering}
The main differences between information retrieval \& information filtering are:
\begin{itemize}
\item The nature of the information need.
\item The nature of the document set.
\end{itemize}
Other than these two differences, the same models are used.
Documents \& queries are represented using the same set of techniques and similar comparison algorithms are also
used.
\subsubsection{User Role}
In traditional IR, the user role was reasonably well-defined in that a user:
\begin{itemize}
\item Formulated a query.
\item Viewed the results.
\item Potentially offered feedback.
\item Potentially reformulated their query and repeated steps.
\end{itemize}
In more recent systems, with the increasing popularity of the hypertext paradigm, users usually intersperse
browsing with the traditional querying.
This raises many new difficulties \& challenges.
\subsection{Pre-Processing}
\textbf{Document pre-processing} is the application of a set of well-known techniques to the documents \& queries
prior to any comparison.
This includes, among others:
\begin{itemize}
\item \textbf{Stemming:} the reduction of words to a potentially common root.
The most common stemming algorithms are Lovin's \& Porter's algorithms.
E.g. \textit{computerisation},
\textit{computing}, \textit{computers} could all be stemmed to the common form \textit{comput}.
\item \textbf{Stop-word removal:} the removal of very frequent terms from documents, which add little to the
semantics of meaning of the document.
\item \textbf{Thesaurus construction:} the manual or automatic creation of thesauri used to try to identify
synonyms within the documents.
\end{itemize}
\textbf{Representation} \& comparison technique depends on the information retrieval model chosen.
The choice of feedback techniques is also dependent on the model chosen.
\subsection{Models}
Retrieval models can be broadly categorised as:
\begin{itemize}
\item Boolean:
\begin{itemize}
\item Classical Boolean.
\item Fuzzy Set approach.
\item Extended Boolean.
\end{itemize}
\item Vector:
\begin{itemize}
\item Vector Space approach.
\item Latent Semantic indexing.
\item Neural Networks.
\end{itemize}
\item Probabilistic:
\begin{itemize}
\item Inference Network.
\item Belief Network.
\end{itemize}
\end{itemize}
We can view any IR model as being comprised of:
\begin{itemize}
\item $D$ is the set of logical representations within the documents.
\item $Q$ is the set of logical representations of the user information needs (queries).
\item $F$ is a framework for modelling representations ($D$ \& $Q$) and the relationship between $D$ \& $Q$.
\item $R$ is a ranking function which defines an ordering among the documents with regard to any query $q$.
\end{itemize}
We have a set of index terms:
$$
t_1, \dots , t_n
$$
A \textbf{weight} $w_{i,j}$ is assigned to each term $t_i$ occurring in the $d_j$.
We can view a document or query as a vector of weights:
$$
\vec{d_j} = (w_1, w_2, w_3, \dots)
$$
\subsection{Boolean Model}
The \textbf{Boolean model} of information retrieval is based on set theory \& Boolean algebra.
A query is viewed as a Boolean expression.
The model also assumes terms are present or absent, hence term weights $w_{i,j}$ are binary \& discrete, i.e.,
$w_{i,j}$ is an element of $\{0, 1\}$.
\\\\
Advantages of the Boolean model include:
\begin{itemize}
\item Clean formalism.
\item Widespread \& popular.
\item Relatively simple
\end{itemize}
Disadvantages of the Boolean model include:
\begin{itemize}
\item People often have difficulty formulating expressions, harbours some difficulty in use.
\item Documents are considered either relevant or irrelevant; no partial matching allowed.
\item Poor performance.
\item Suffers badly from natural language effects of synonymy etc.
\item No ranking of results.
\item Terms in a document are considered independent of each other.
\end{itemize}
\subsubsection{Example}
$$
q = t_1 \land (t_2 \lor (\neg t_3))
$$
\begin{minted}[linenos, breaklines, frame=single]{sql}
q = t1 AND (t2 OR (NOT t3))
\end{minted}
This can be mapped to what is termed \textbf{disjunctive normal form}, where we have a series of disjunctions
(or logical ORs) of conjunctions.
$$
q = 100 \lor 110 \lor 111
$$
If a document satisfies any of the components, the document is deemed relevant and returned.
\subsection{Vector Space Model}
The \textbf{vector space model} attempts to improve upon the Boolean model by removing the limitation of binary
weights for index terms.
Terms can have non-binary weights in both queries \& documents.
Hence, we can represent the documents \& the query as $n$-dimensional vectors.
$$
\vec{d_j} = (w_{1,j}, w_{2,j}, \dots, w_{n,j})
$$
$$
\vec{q} = (w_{1,q}, w_{2,q}, \dots, w_{n,q})
$$
We can calculate the similarity between a document \& a query by calculating the similarity between the vector
representations of the document \& query by measuring the cosine of the angle between the two vectors.
$$
\vec{a} \cdot \vec{b} = \mid \vec{a} \mid \mid \vec{b} \mid \cos (\vec{a}, \vec{b})
$$
$$
\Rightarrow \cos (\vec{a}, \vec{b}) = \frac{\vec{a} \cdot \vec{b}}{\mid \vec{a} \mid \mid \vec{b} \mid}
$$
We can therefore calculate the similarity between a document and a query as:
$$
\text{sim}(q,d) = \cos (\vec{q}, \vec{d}) = \frac{\vec{q} \cdot \vec{d}}{\mid \vec{q} \mid \mid \vec{d} \mid}
$$
Considering term weights on the query and documents, we can calculate similarity between the document \& query as:
$$
\text{sim}(q,d) =
\frac
{\sum^N_{i=1} (w_{i,q} \times w_{i,d})}
{\sqrt{\sum^N_{i=1} (w_{i,q})^2} \times \sqrt{\sum^N_{i=1} (w_{i,d})^2} }
$$
Advantages of the vector space model over the Boolean model include:
\begin{itemize}
\item Improved performance due to weighting schemes.
\item Partial matching is allowed which gives a natural ranking.
\end{itemize}
The primary disadvantage of the vector space model is that terms are considered to be mutually independent.
\subsubsection{Weighting Schemes}
We need a means to calculate the term weights in the document and query vector representations.
A term's frequency within a document quantifies how well a term describes a document;
the more frequently a term occurs in a document, the better it is at describing that document and vice-versa.
This frequency is known as the \textbf{term frequency} or \textbf{tf factor}.
\\\\
If a term occurs frequently across all the documents, that term does little to distinguish one document from another.
This factor is known as the \textbf{inverse document frequency} or \textbf{idf-frequency}.
Traditionally, the most commonly-used weighting schemes are know as \textbf{tf-idf} weighting schemes.
\\\\
For all terms in a document, the weight assigned can be calculated as:
$$
w_{i,j} = f_{i,j} \times \log \left( \frac{N}{N_i} \right)
$$
where
\begin{itemize}
\item $f_{i,j}$ is the (possibly normalised) frequency of term $t_i$ in document $d_j$.
\item $N$ is the number of documents in the collection.
\item $N_i$ is the number of documents that contain term $t_i$.
\end{itemize}
\end{document}