# Searchkick :rocket: Intelligent search made easy Searchkick learns what **your users** are looking for. As more people search, it gets smarter and the results get better. It’s friendly for developers - and magical for your users. Searchkick handles: - stemming - `tomatoes` matches `tomato` - special characters - `jalapeno` matches `jalapeño` - extra whitespace - `dishwasher` matches `dish washer` - misspellings - `zuchini` matches `zucchini` - custom synonyms - `qtip` matches `cotton swab` Plus: - query like SQL - no need to learn a new query language - reindex without downtime - easily personalize results for each user - autocomplete - “Did you mean” suggestions - works with ActiveRecord and Mongoid :tangerine: Battle-tested at [Instacart](https://www.instacart.com) [![Build Status](https://travis-ci.org/ankane/searchkick.png?branch=master)](https://travis-ci.org/ankane/searchkick) ## Get Started [Install Elasticsearch](http://www.elasticsearch.org/guide/reference/setup/installation/). For Homebrew, use: ```sh brew install elasticsearch ``` Add this line to your application’s Gemfile: ```ruby gem "searchkick" ``` Add searchkick to models you want to search. ```ruby class Product < ActiveRecord::Base searchkick end ``` Add data to the search index. ```ruby Product.reindex ``` And to query, use: ```ruby products = Product.search "2% Milk" products.each do |product| puts product.name end ``` ### Queries Query like SQL ```ruby Product.search "2% Milk", where: {in_stock: true}, limit: 10, offset: 50 ``` Search specific fields ```ruby fields: [:name, :brand] ``` Where ```ruby where: { expires_at: {gt: Time.now}, # lt, gte, lte also available orders_count: 1..10, # equivalent to {gte: 1, lte: 10} aisle_id: [25, 30], # in store_id: {not: 2}, # not aisle_id: {not: [25, 30]}, # not in or: [ [{in_stock: true}, {backordered: true}] ] } ``` Order ```ruby order: {_score: :desc} # most relevant first - default ``` Limit / offset ```ruby limit: 20, offset: 40 ``` Boost by a field ```ruby boost: "orders_count" # give popular documents a little boost ``` ### Pagination Plays nicely with kaminari and will_paginate. ```ruby # controller @products = Product.search "milk", page: params[:page], per_page: 20 # view <%= paginate @products %> ``` ### Partial Matches By default, results must match all words in the query. ```ruby Product.search "fresh honey" # fresh AND honey ``` To change this, use: ```ruby Product.search "fresh honey", partial: true # fresh OR honey ``` ### Synonyms ```ruby class Product < ActiveRecord::Base searchkick synonyms: [["scallion", "green onion"], ["qtip", "cotton swab"]] end ``` Call `Product.reindex` after changing synonyms. ### Misspellings By default, Searchkick handles misspelled queries by returning results with an [edit distance](http://en.wikipedia.org/wiki/Levenshtein_distance) of one. To turn off this feature, use: ```ruby Product.search "zuchini", misspellings: false ``` ### Indexing Control what data is indexed with the `search_data` method. Call `Product.reindex` after changing this method. ```ruby class Product < ActiveRecord::Base def search_data as_json only: [:name, :active] # or equivalently { name: name, active: active } end end ``` Searchkick uses `find_in_batches` to import documents. To eager load associations, use the `search_import` scope. ```ruby class Product < ActiveRecord::Base scope :search_import, includes(:searches) end ``` ### To Reindex, or Not to Reindex #### Reindex - when you install or upgrade searchkick - change the `search_data` method - change the `searchkick` method #### No need to reindex - App starts - Records are inserted, updated or deleted (syncs automatically) ### Keep Getting Better Searchkick uses conversion data to learn what users are looking for. If a user searches for “ice cream” and adds Ben & Jerry’s Chunky Monkey to the cart (our conversion metric at Instacart), that item gets a little more weight for similar searches. The first step is to define your conversion metric and start tracking conversions. The database works well for low volume, but feel free to use Redis or another datastore. ```ruby class Search < ActiveRecord::Base belongs_to :product # fields: id, query, searched_at, converted_at, product_id end ``` You do **not** need to clean up the search queries. Searchkick automatically treats `apple` and `APPLES` the same. Next, add conversions to the index. You must specify the conversions field as of version `0.2.0`. ```ruby class Product < ActiveRecord::Base has_many :searches searchkick conversions: "conversions" # name of field def search_data { name: name, conversions: searches.group("query").count # {"ice cream" => 234, "chocolate" => 67, "cream" => 2} } end end ``` Reindex and set up a cron job to add new conversions daily. ```ruby rake searchkick:reindex CLASS=Product ``` ### Personalized Results Order results differently for each user. For example, show a user’s previously purchased products before other results. ```ruby class Product < ActiveRecord::Base searchkick personalize: "user_ids" def search_data { name: name, user_ids: orders.pluck(:user_id) # boost this product for these users # [4, 8, 15, 16, 23, 42] } end end ``` Reindex and search with: ```ruby Product.search "milk", user_id: 8 ``` ### Autocomplete Autocomplete predicts what a user will type, making the search experience faster and easier. ![Autocomplete](http://ankane.github.io/searchkick/autocomplete.png) First, specify which fields use this feature. This is necessary since autocomplete can increase the index size significantly, but don’t worry - this gives you blazing faster queries. ```ruby class City < ActiveRecord::Base searchkick autocomplete: ["name"] end ``` Reindex and search with: ```ruby City.search "san fr", autocomplete: true ``` Typically, you want to use a Javascript library like [typeahead.js](http://twitter.github.io/typeahead.js/) or [jQuery UI](http://jqueryui.com/autocomplete/). #### Here’s how to make it work with Rails First, add a controller action. ```ruby # app/controllers/cities_controller.rb class CitiesController < ApplicationController def autocomplete render json: City.search(params[:query], autocomplete: true, limit: 10).map(&:name) end end ``` Then add the search box and Javascript code to a view. ```html ``` ### Suggestions ![Suggest](http://ankane.github.io/searchkick/recursion.png) ```ruby class Product < ActiveRecord::Base searchkick suggest: ["name"] # fields to generate suggestions end ``` Reindex and search with: ```ruby products = Product.search "peantu butta", suggest: true products.suggestions # ["peanut butter"] ``` ### Facets [Facets](http://www.elasticsearch.org/guide/reference/api/search/facets/) provide aggregated search data. ![Facets](http://ankane.github.io/searchkick/facets.png) ```ruby products = Product.search "chuck taylor", facets: [:product_type, :gender, :brand] p products.facets ``` Advanced ```ruby Product.search "2% Milk", facets: {store_id: {where: {in_stock: true}, limit: 10}} ``` ### Similar Items Find similar items. ```ruby product = Product.first product.similar(fields: ["name"]) ``` ### Geospatial Searches ```ruby class City < ActiveRecord::Base searchkick locations: ["location"] def search_data to_hash.merge location: [latitude.to_f, longitude.to_f] end end ``` Reindex and search with: ```ruby City.search "san", where: {location: {near: [37, -114], within: "100mi"}} # or 160km ``` ## Deployment Searchkick uses `ENV["ELASTICSEARCH_URL"]` for the Elasticsearch server. This defaults to `http://localhost:9200`. ### Heroku Choose an add-on: [SearchBox](https://addons.heroku.com/searchbox), [Bonsai](https://addons.heroku.com/bonsai), or [Found](https://addons.heroku.com/foundelasticsearch). ```sh # SearchBox heroku addons:add searchbox:starter heroku config:add ELASTICSEARCH_URL=`heroku config:get SEARCHBOX_URL` # Bonsai heroku addons:add bonsai heroku config:add ELASTICSEARCH_URL=`heroku config:get BONSAI_URL` # Found heroku addons:add foundelasticsearch heroku config:add ELASTICSEARCH_URL=`heroku config:get FOUNDELASTICSEARCH_URL` ``` Then deploy and reindex: ```sh heroku run rake searchkick:reindex CLASS=Product ``` ### Other Create an initializer `config/initializers/elasticsearch.rb` with: ```ruby ENV["ELASTICSEARCH_URL"] = "http://username:password@api.searchbox.io" ``` Then deploy and reindex: ```sh heroku run rake searchkick:reindex CLASS=Product ``` ## Reference Searchkick requires Elasticsearch `0.90.0` or higher. Reindex one record ```ruby product = Product.find 10 product.reindex ``` Remove old indices ```ruby Product.clean_indices ``` Use a different index name ```ruby class Product < ActiveRecord::Base searchkick index_name: "products_v2" end ``` Eagar load associations ```ruby Product.search "milk", include: [:brand, :stores] ``` Do not load models ```ruby Product.search "milk", load: false ``` Reindex all models (Rails only) ```sh rake searchkick:reindex:all ``` ## Migrating from Tire 1. Change `search` methods to `tire.search` and add index name in existing search calls ```ruby Product.search "fruit" ``` should be replaced with ```ruby Product.tire.search "fruit", index: "products" ``` 2. Replace tire mapping w/ searchkick method ```ruby class Product < ActiveRecord::Base searchkick end ``` 3. Deploy and reindex ```ruby rake searchkick:reindex CLASS=Product # or Product.reindex in the console ``` 4. Once it finishes, replace search calls w/ searchkick calls ## Elasticsearch Gotchas ### Inconsistent Scores Due to the distributed nature of Elasticsearch, you can get incorrect results when the number of documents in the index is low. You can [read more about it here](http://www.elasticsearch.org/blog/understanding-query-then-fetch-vs-dfs-query-then-fetch/). To fix this, do: ```ruby class Product < ActiveRecord::Base searchkick settings: {number_of_shards: 1} end ``` For convenience, this is set by default in the test environment. ## Thanks Thanks to Karel Minarik for [Tire](https://github.com/karmi/tire), Jaroslav Kalistsuk for [zero downtime reindexing](https://gist.github.com/jarosan/3124884), and Alex Leschenko for [Elasticsearch autocomplete](https://github.com/leschenko/elasticsearch_autocomplete). ## TODO - Analytics for searches and conversions - Generate autocomplete predictions from past search queries - Automatic failover - Make Searchkick work with any language ## History View the [changelog](https://github.com/ankane/searchkick/blob/master/CHANGELOG.md) ## Contributing Everyone is encouraged to help improve this project. Here are a few ways you can help: - [Report bugs](https://github.com/ankane/searchkick/issues) - Fix bugs and [submit pull requests](https://github.com/ankane/searchkick/pulls) - Write, clarify, or fix documentation - Suggest or add new features