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BM25 Vectorizer (Scikit-learn Compatible)

Project description

BM25 vectorizer

BM25 Transformers and Vectorizer This Python package provides implementations of BM25, BM25L, BM25+, BM25-adpt, BM25T, and TF₁ₐₚ × IDF ranking functions as scikit-learn compatible transformers and a vectorizer. These are used for information retrieval and text processing, extending the traditional TF-IDF approach with document length normalization and term frequency saturation.

Installation

pip install git+https://github.com/imvladikon/bm25_vectorizer -q

Usage

Similar to tf-idf from sklearn,

BM25Vectorizer(transformer="bm25plus").fit(corpus)

where transformer can be one of the following: bm25l, bm25plus, bm25adpt, bm25t, tfidf1ap

Feature Extraction

from bm25_vectorizer import BM25Vectorizer

corpus = [
    'This is the first document.',
    'This document is the second document.',
    'And this is the third one.',
    'Is this the first document?',
]

vectorizer = BM25Vectorizer()
X = vectorizer.fit_transform(corpus)
print(vectorizer.get_feature_names_out())
print(X.data)

Similarity Calculation

from bm25_vectorizer import BM25Vectorizer

corpus = [
    "the quick brown fox jumps over the lazy dog",
    "never jump over the lazy dog quickly"
]

vec = BM25Vectorizer(transformer="bm25plus").fit(corpus)

print(vec.similarity("quick brown fox", "lazy dog", metric="cosine"))
print(vec.similarity("fox lazy", "lazy fox", metric="jaccard"))

Ranking

from bm25_vectorizer import BM25Vectorizer
from sklearn.metrics.pairwise import cosine_similarity
import numpy as np

corpus = [
    'This is the first document.',
    'This document is the second document.',
    'And this is the third one.',
    'Is this the first document?',
]
vectorizer = BM25Vectorizer()
X = vectorizer.fit_transform(corpus)
query = 'first document'
query_vector = vectorizer.transform([query])
similarity = cosine_similarity(X, query_vector)
ranked_indices = np.argsort(similarity.flatten())[::-1]
print("Ranked documents:", ranked_indices)

Classes

  • BM25TransformerBase: Abstract base class for BM25 transformers.
  • BM25Transformer: Implements the standard BM25 scoring function.
  • BM25LTransformer: Implements BM25L, which adjusts for document length more aggressively.
  • BM25PlusTransformer: Implements BM25+, which adds a constant boost to scores.
  • BM25AdptTransformer: Implements BM25-adpt, using term-specific $k_1^t$ via information gain.
  • BM25TTransformer: Implements BM25T, using term-specific $k_1^t$ via log-logistic estimation.
  • TFIDFTransformer: Implements TF₁ₐₚ × IDF, using logarithmic term frequency transformation.
  • BM25Vectorizer: Combines CountVectorizer with a BM25 transformer for end-to-end text processing.

Parameters

  • k1: Controls term frequency saturation (float, default: 1.5).
  • b: Controls document length normalization (float, default: 0.75).
  • delta: Additional parameter for BM25L, BM25+, and TF₁ₐₚ × IDF (float, default: 1.0).
  • epsilon: Minimum IDF value to prevent negative IDFs (float, default: 0.25).
  • use_idf: Whether to apply IDF weighting (bool, default: True).

BM25 Formulas

Below are the formulas for the BM25 variants implemented in this package, provided for validation:

  • ATIRE BM25 IDF: $\text{idf}(t) = \log\left(\frac{N}{n(t)}\right)$

  • ATIRE BM25 Score: $\text{BM25}(t,d) = \text{IDF}(t) \cdot \frac{f(t,d) \cdot (k_1 + 1)}{f(t,d) + k_1 \cdot (1 - b + b \cdot \frac{|d|}{\text{avgdl}})}$

  • Standard BM25 IDF: $\text{idf}(t) = \log\left(\frac{N - n(t) + 0.5}{n(t) + 0.5}\right)$

  • Standard BM25 Score: $\text{BM25}(t,d) = \text{IDF}(t) \cdot \frac{f(t,d) \cdot (k_1 + 1)}{f(t,d) + k_1 \cdot (1 - b + b \cdot \frac{|d|}{\text{avgdl}})}$

  • BM25L IDF: $\text{idf}(t) = \log\left(\frac{N + 1}{n(t) + 0.5}\right)$

  • BM25L Score: $\text{BM25L}(t,d) = \text{IDF}(t) \cdot \frac{f(t,d) \cdot (k_1 + 1) \cdot (c(t,d) + \delta)}{k_1 + c(t,d) + \delta}$ where $c(t,d) = \frac{f(t,d)}{1 - b + b \cdot \frac{|d|}{\text{avgdl}}}$

  • BM25+ IDF: $\text{idf}(t) = \log\left(\frac{N + 1}{n(t)}\right)$

  • BM25+ Score: $\text{BM25+}(t,d) = \text{IDF}(t) \cdot \left( \delta + \frac{f(t,d) \cdot (k_1 + 1)}{k_1 \cdot (1 - b + b \cdot \frac{|d|}{\text{avgdl}}) + f(t,d)} \right)$

  • BM25-adpt IDF: $\text{idf}(t) = -\log_2\left(\frac{n(t) + 0.5}{N + 1}\right)$

  • BM25-adpt Score: $\text{BM25-adpt}(t,d) = \text{IDF}(t) \cdot \frac{f(t,d) \cdot (k_1^t + 1)}{k_1^t \cdot (1 - b + b \cdot \frac{|d|}{\text{avgdl}}) + f(t,d)}$ where $k_1^t$ is a term-specific parameter computed via information gain.

  • BM25T IDF: $\text{idf}(t) = \log\left(\frac{N + 1}{n(t) + 0.5}\right)$

  • BM25T Score: $\text{BM25T}(t,d) = \text{IDF}(t) \cdot \frac{f(t,d) \cdot (k_1^t + 1)}{f(t,d) + k_1^t \cdot (1 - b + b \cdot \frac{|d|}{\text{avgdl}})}$ where $k_1^t$ is a term-specific parameter computed via log-logistic estimation.

  • TF1ap × IDF IDF: $\text{idf}(t) = \ln\left(\frac{N + 1}{n(t)}\right)$

  • TF1ap × IDF Score: $\text{TF1ap}(t,d) = \text{IDF}(t) \cdot \left(1 + \ln\left(1 + \ln\left(\frac{f(t,d)}{1 - b + b \cdot \frac{|d|}{\text{avgdl}}} + \delta\right)\right)\right)$

Notation

$N$: Total number of documents.
$n(t)$: Number of documents containing term $t$.
$f(t,d)$: Frequency of term $t$ in document $d$.
$|d|$: Length of document $d$.
$\text{avgdl}$: Average document length across the collection.
$k_1$: Term frequency saturation parameter (default: 1.5).
$k_1^t$: Term-specific saturation parameter for BM25-adpt and BM25T.
$b$: Document length normalization parameter (default: 0.75).
$\delta$: Additional parameter for BM25L, BM25+, and TF₁ₐₚ × IDF (default: 1.0).
$\epsilon$: IDF smoothing parameter (default: 0.25).

Validation snapshot

Recent checks were run to verify practical retrieval behavior and formula consistency:

  • Real retrieval test (Hugging Face ag_news, 1000 documents): BM25-based retrieval produced top-1 = 0.772 and top-5 hit = 0.953 (random top-1 baseline: 0.278).
  • Reference agreement (rank_bm25): For bm25, bm25l, bm25plus, rank correlation was Spearman = 1.0 and Kendall = 1.0 on shared corpora/queries.
  • Oracle and invariants checks: Expected ranking behavior (coverage, rare-term preference, length normalization) and core invariants (TF saturation, IDF ordering, b=0 vs b=1) were confirmed.

Note on BM25-adpt

bm25adpt can produce negative raw term weights due to its information-gain formulation. This is expected for that variant and does not imply incorrect ranking behavior.
For retrieval, compare documents by ranking/similarity (e.g., cosine over transformed vectors) rather than by interpreting absolute score values across queries.

References

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