==========================================================================
TextIndexNG V 3
==========================================================================

(C) 2005-2007, ZOPYX Ltd & Co. KG
c/o Andreas Jung
Charlottenstr. 37/1
D-72070 Tbingen
Germany
Web: http://www.zopyx.com
Mail: info@zopyx.com

This software is published under the Zope Public License V 2.1.
==========================================================================

What is TextIndexNG V3?

  TXNG 3 is the reimplementation of the well-known TextIndexNG product for 
  Zope 2 using Zope 3 technologies. The current implementation runs
  out-of-the-box on Zope 2 (in combination with Five). The core implementation
  can be re-used easily in Zope 3.


Features:

  - multiple-field indexing (e.g. you can create one index to index content
    by title, author and body and perform queries against each field)

  - multi-lingual support 

  - pluggable components (storages, lexicons, query parsers, splitters, 
    stopwords, normalizers) 

  - complex queries (AND, OR, NOT, phrase search, right truncation, wildcards,
    similarity search)

  - indexes foreign formats (DOC, PDF, XML, SGML, PPT etc.)

  - optional query autoexpansion to improve search results


Requirements:

  - Zope 2.10+


Download and project area:


  TextIndexNG 3 downloads etc. are currently hosted on Sourceforge:
   
      http://sf.net/projects/textindexng

  The primary project page for TextIndexNG3 is:

      http://opensource.zopyx.com/opensource/textindexng3


Support:

  Bugs, support issues are handled for free **soley** either through the
  TextIndexNG 3 bugtracker at Sourceforge:

     http://sourceforge.net/tracker/?group_id=50052

  or through the TextIndexNG 3 mailinglist at Sourceforge:

     http://sourceforge.net/mailarchive/forum.php?forum_id=8740


  Dedicated commercial support is available on a per-hour or per-issue basis
  from http://www.zopyx.com/. 

  The latest SVN checkout is available from the TextIndexNG SVN (see

    http://sourceforge.net/svn/?group_id=50052

  for SVN checkout instructions). For checking out the latest version from the
  trunk, you should try:

     svn co https://svn.sourceforge.net/svnroot/textindexng/TextIndexNG3/trunk TextIndexNG3


License:

  TextIndexNG 3 is published under the Zope Public License V 2.1 (see ZPL.txt)
  Other license agreements can be made. Contact us for details (info@zopyx.com).

  TextIndexNG 3 contains copies of ZCTextIndex/WidCopy.py and ZCTextIndex/NBest.py
  which are published under the Zope Public License ZPL.

  TextIndexNG 3 ships with a copy of the Snowball code (snowball.tartarus.org)
  for implementing stemming. This code is (C) 2001, Dr. Martin Porter and
  published under the BSD license.

  TextIndexNG3 ships with a modified version of PLY, (C) 2001, David M.
  Beazley. PLY is published under the GNU Lesser Public License (LGPL).

  TextIndexNG3 ships with the python-levenshtein extension written by
  David Necas und published under the GNU Public License (GPL).


Credits:

  Many thanks to Yvo Schubbe for contributing a lot of code for the 3.2.0 release.


Contributions:

  Third-party contributions that become part of the TextIndexNG3 core (means
  they are being checked into the TextIndexNG3 source repository) must be made
  under the same license as the source (ZPL 2.1). Contributed code is subject to
  be relicensed without further notice of the orginal contributor.


Installation:

  - unpack the archive $INSTANCE_HOME/Products of your Zope installation

  - cd to the "Products/TextIndexNG3/extension_modules" folder

  - compile and install the extension modules using::
   
      python2.4 setup.py install

    WARNING: the "python2.4" binary must be the *same* Python as the one which
    is used to run your Zope installation. Double check before complaining
    about the fact that the extension modules can not be found when starting 
    Zope.

    Compiling and installing the extension modules requires a C compiler
    (usually GCC on Unix systems works perfectly). On Windows systems you need
    Visual C++ to compile the extension modules. Untested binary versions of the
    extension modules for Windows are available from the TextIndexNG3 download area
    on Sourceforge. You must ensure that the 'zopyx' directory is located somewhere
    in the PYTHONPATH. It is up to you to install the 'zopyx' directory in a proper
    location that is part of the PYTHONPATH or sys.path.

  - restart Zope


  Installation on Plone:

    - follow the steps above

    - go to "Plone setup" -> "Add/remove programs"

    - choose TextIndexNG3 to be added as new product

    - a new configlet for TextIndexNG3 will appear on the setup screen (left
      side)

    - click on the configlet and choose the only option to replace the
      existing index setup with TextIndexNG3 indexes

    - that's it  


  External converters

    To convert foreign formats like .doc, .pdf etc. you need to install
    some external converters. See 

       http://opensource.zopyx.com/helpcenter/textindexng-3/external-converters

    for details.
    

How to make your custom content-types searchable?

    Most current Zope index implementations are built on the fact that an
    index with id XX tries to lookup the indexable content either from an objects
    XX attribute or by calling the method XX() of the object. Although TextIndexNG
    V3 still supports this behaviour, the recommended way to make custom types
    indexable through TXNG3 is through providing dedicated methods that return
    indexable content. The API of these methods is defined in
    src/textindexng/interfaces/indexable.py. Custom types must either implement the
    IIndexableContent API directly or provide the interface through an adapter
    registered through ZCML. The IndexContentCollector class should be used to
    return indexable content either as unicode string or as binary stream (to be
    transformed through external converters). Some example how to use the 
    indexing API can be found in src/textindexng/tests/mock.py (see classes
    Mock, MockPDF and StupidMockAdapter)


How to query the index?

    TextIndexNG accepts multiple query options that influence the search
    results (options passed to the search() method):

    'query' - the search query (see below). Warning: the search query
    must *always* be a Python unicode string

    'parser'  - id of a registered parser (default: txng.parsers.english)

    'language' - *one* of the languages registered for a particular index
    (default: the *first* registered language)

    'field' - perform query against this field (as registered with the index)

    'similarity_ratio' - a float value between 0.0 and 1.0 to determine the
    ratio for measuring the similarity of terms based on the Levenshtein distance
    (default: 0.75)

    'autoexpand' - 'off'|'always'|'on_miss' (default: 'off') determines how
    query terms are treated. 'on_miss' expands the query terms to all terms that
    are similiar to the original search term (if could not be found).  'always'
    expands the terms always. 'off' turns off auto-expansion.  Auto-expansion helps
    you to improve the search result e.g. for mis-spelled words. Using auto-expansion
    might slow down the query performance.

    'ranking' - 0|1|True|False enables/disables (default 0|False) relevance ranking
    based on the cosine measure. Using 'ranking' requires that the index uses
    storage(s) that implement IStorageWithTermFrequency
    (txng.storages.term_frequencies). By default an index *does not use* this
    storage (see 'storage' parameter of the index constructor).

   'ranking_maxhits' - the maximum number of documents obtained from the
    ranking (default 50). 'ranking' must be set to True to use this option
    otherwise an exception will be raised.
   

Parsers:

    TextIndexNG comes with five query parsers. Each of them implements a
    different query syntax:

    - txng.parsers.en - implements the query syntax as described below (this
      is the default query parser)

    - txng.parsers.de - same as txng.parsers.en but it uses 'UND', 'ODER' and
      'NICHT' instead of 'AND', 'OR' and 'NOT' (german parser)

    - txng.parsers.fr - same as txng.parsers.en but it uses 'ET', 'OUT' and
      'PAS' instead of 'AND', 'OR' and 'NOT' (french parser)

    - txng.parser.dumb_and - this is a very simple parser that accepts only a
      whitespace separated list of terms which are all combined using AND. No
      fancy query options as with the parsers above are allowed.

    - txng.parser.dumb_or - this is a very simple parser that accepts only a
      whitespace separated list of terms which are combined using OR. No fancy
      query options as with the parsers above are allowed.
    

Query syntax for txng.parsers.en parser:

    * AND search: word1 AND word2

    * OR search: word1 OR word2

    * PHRASE search:  "The Zope Book"

    * NOT search: word1 NOT word2 
      (searches for - all documents containing 'word1' but not

    * Similarity search: %word 
      (All words similiar to 'word'. The similarity is measured based on the
       Levenshtein distance of two terms.)

    * Right truncation:

        use the '*' operator at the end of a prefix to search for all 
        words that start with this prefix::

       foo*   matches 'foo', 'foobar', 'foofoo', etc.

    * Left truncation

        use the * operator at the beginning of word to search for all words
        that end with this suffix:

        *bar matches 'foobar', 'bar', 'abar', etc.

    * Wildcard search

        use '?' or '*' within a term 

    * Range search: WORD1..WORD2 
      to search for all words words between WORD1
      and WORD2 where WORD1 <= word <= WORD2 (lexicographical ordering)

    * Combining queries (by example)

        - word1 and (word2 or word3)
        - word1 and (word2 word3) - a missing operator implies AND search
        - word1 and "this is a phrase" search for the phrase AND word1
        - (word1 or word2) and (word3 or word4)

    * multi-field queries

      Searching over multiple fields is supported using the following
      notation::
        
        FIELDNAME::OPERATOR(term1 term2 ...)

      where 'FIELDNAME' is the id of a field as configured for the index.
      'OPERATOR' is either 'phrase', 'near', 'and' or 'not' (or the uppercase
      variant). 'termX' is either a word or a word with a modifier (truncation,
      wildcard search, similarity).

      Examples::
    
        - title::phrase(The Zope Book)

        - author::and(michel pelletier amos lattmeier)

        - title::phrase(The Zope Book) AND author::and(michel pelletier amos lattmeier)

        - title::phrase(The Zope Book) OR author::and(michel pelletier amos lattmeier)
        

    Query constraints

    * a word is a sequence of characters that does not contain a whitespace

    * all queries must be passed as Python unicode string (not UTF-8 string).
      If a query is not unicode it will be converted to unicode using the 
      configured default encoding.
        
    * terms of a phrase (using phrase search) can not contain any special
      operator (for truncation, similiarity search etc)...only whole words

    * Left truncation, wildcard search and similarity search are *expensive*
      operations because the index has to iterate over all indexed words
      from the vocabulary to filter out matching words. 


Stemming

    Wikipedia defines: 

        """A stemmer is a program or algorithm which determines the 
           morphological root of a given inflected (or, sometimes, derived) 
           word form -- generally a written word form.
        """

    TextIndexNG V3 includes the Snowball stemmer library written by Martin
    Porter (snowball.tartarus.org) which provides stemming support for eleven
    languages. Stemming is an optional feature and must be specified when you
    create a new index. But note that stemming is incompatible by design with a
    number of TextIndexNG's features. In general all features except searching for
    words without wildcards, left/right truncation  won't work and raise an
    exception


Thesaurus

    A thesaurus maps a query term to a sequence of related terms that will be
    used for searching. Therefore a thesaurus only affects searching but not
    indexing.  Thesaurus are configured as named utitities implementing IThesarus.
    The name of a configured thesaurus is by convention 'txng.thesaurus.XXX' where
    XXX is a country code. Multiple thesauruses for one language can be configured
    under different names. To tell TextIndexNG3 to use a thesaurus while searching
    you must use the name of a thesaurus or a list of thesaurus names as 'thesarus'
    parameter to the search() method.
 
    Example::
    
        index.search(some_query, thesaurus=('txng.thesaurus.de', 'txng.thesaurus.de-special'), ..)

        In this case TextIndexNG will use all query terms from 'some_query' and all related
        terms from a lookup in the configured thesauruses *.de and *.de-special.

    Limitation:

        Using a thesaurus is not compatible with phrases searches. Terms appearing
        within a phrase search will never be used for a thesaurus lookup.
   

Running the unittests:

    Because of an unresolved problem with the testrunner you can not run all
    TextIndexNG 3 unittests in one run. So you have to run them seperately:

    For the Zope 2 integration tests::

        python2.4 test.py --dir lib/python/Products/TextIndexNG3/tests

    For the TextIndexNG core engine::

        python2.4 test.py --dir lib/python/Products/TextIndexNG3/src

    For testing the extension modules::

        python2.4 test.py --dir lib/python/Products/TextIndexNG3/extension_modules

