Re-indexing Data from CLAIMS Direct Data Warehouse
There are a number of reasons one would need to re-index data from the data warehouse. These range from simply repeating a
load-id to a complete re-index of the entire contents of the data warehouse. In this blog, I'm going to go over the mechanisms that move data from the data warehouse to the index and ways in which these mechanisms can be used to trigger partial or full re-indexing of data.
In all installations of CLAIMS Direct, data synchronization between the CLAIMS Direct primary data warehouse and on-site installations is driven by the tool
apgup. In version 2.1, a new update daemon (
apgupd) was introduced to facilitate background processing of new and updated data. The main roles this daemon plays include:
- Reconciling differentials between on-site data warehouses and CLAIMS Direct primary data warehouses
- Downloading the next available update package for processing within the on-site installation
- Processing the update package
- Loading data to the data warehouse
- Optionally en-queuing that load for indexing
For our topic, we will concentrate on the indexing queue as this drives the indexing process.
The indexing queue is a table inside the
apgupd completes the load into the PostgreSQL, a row is inserted into
pending. The indexing daemon,
aidxd, probes the table looking for the highest priority
load_id to index. Upon finding an applicable
aidxd proceeds to extract all publications associated with that
load_id and index the documents into SOLR.
priority influences which
load_id is to be processed next. Higher priority
load-ids are processed before lower priority ones. This can cause out-of-order processing as we will discuss below.
At its simplest, re-indexing is just a matter of resetting a
The above SQL resets
load_id 123456 so that the indexing daemon processes that
load_id next. You can re-index any number of
load_ids by resetting each of the rows.
Entire Data Warehouse
Unfortunately, resetting all the rows in
reporting.t_client_index_process is not sufficient to re-index the entire contents of the data warehouse. This has to do with the fact that the table is empty upon initial load to the on-site instance as both SOLR and PostgreSQL back file deliveries are in sync. Each new update that is processed is queued. To that end, the most efficient way to queue the entire data warehouse for re-indexing is to select the entire
xml.t_patent_document_values table and group by
Before proceeding with the next set of SQL, please be sure both
aidxd are paused ( kill -s USR1 <pid> )
A few comments about the above statements:
- Truncating the table is required as the
load_idcolumn is unique. If you wish to save the contents of that table, simply use the pg_dump utility.
load_sourcecolumn is chosen at random. You can use any identifier you want as long as it doesn't exceed 64 characters.
- The priority is set to -1 as in this example, re-index is less important than indexing new data.
Changing Field Definitions
Modifying the CLAIMS Direct SOLR Schema
The CLAIMS Direct SOLR schema is a compromise between having every piece of the patent document searchable, having enough metadata stored to be retrievable in the search result set as well as indexing certain fields to be efficiently faceted. This compromise keeps the size of the index manageable while allowing efficient return of data from a search. Of course, the concept of manageable is subjective. There could very well be the need to have more fields returned during the search (
stored=true) and other fields removed from storage but left searchable. In this use case, we will enable patent citations to be returned during the search. Regardless of CLAIMS Direct SOLR package, we'll start editing the schema under
<package>/conf-2.1.2. We are making a very simple change but one that requires a complete re-index of all documents having citations.
Be sure the indexing daemon (
aidxd ) is paused.
The current field definition
To make this change effective, SOLR needs to be restarted or the collection reloaded. For the standalone package, you would just need to restart SOLR:
For the distributed package, first deploy updated configuration to the Zookeeper nodes.
Then reload all nodes:
Setting up the Index Queue
Although we can go about re-indexing the entire data warehouse as outlined above, we want to be a bit more efficient and choose only the applicable documents, i.e., those that actually have citation data. To this end, we will find only
load_ids that contain documents with citations and modify existing
reporting.t_client_index_process rows as needed.
Again, setting priority to -1 allows new documents to be indexed as usual, and documents needing to be updated will be indexed with a lower priority.
Checking Re-Index Status
You can monitor the progress of the re-index by querying the
reporting.t_client_index_process table as follows: