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diff --git a/notes/scaling_works.md b/notes/scaling_works.md
index 6537596..82fd457 100644
--- a/notes/scaling_works.md
+++ b/notes/scaling_works.md
@@ -71,6 +71,33 @@ processing times:
enrich 150 million releases: 80hr (3-4 days), 650 GByte on disk (gzip)
transform and index 150 million releases: 55hr (2-3 days), 1.5 TByte on disk (?)
+Failed again, due to null `release.extra` field.
+
+ # 14919639 + 83111800 = 98031439
+ ssh aitio.us.archive.org cat /grande/snapshots/fatcat_scholar_work_fulltext.20200723.json.gz | gunzip | tail -n +98031439 | sudo -u fatcat parallel -j8 --linebuffer --round-robin --pipe pipenv run python -m fatcat_scholar.transform run_transform | esbulk -verbose -size 100 -id key -w 4 -index qa_scholar_fulltext_v01 -type _doc
+
+SIM remote indexing command:
+
+ # size before (approx): 743.4 GByte, 98031407 docs; 546G disk free
+ ssh aitio.us.archive.org cat /bigger/scholar_old/sim_intermediate.2020-07-23.json.gz | gunzip | sudo -u fatcat parallel -j8 --linebuffer --round-robin --pipe pipenv run python -m fatcat_scholar.transform run_transform | esbulk -verbose -size 100 -id key -w 4 -index qa_scholar_fulltext_v01 -type _doc
+ => 1967593 docs in 2h8m32.549646403s at 255.116 docs/s with 4 workers
+ # size after: 753.8gb 99926090 docs, 533G disk free
+
+Trying dump again on AITIO, with alternative tmpdir:
+
+ git log | head -n1
+ commit 2f0874c84e71a02a10e21b03688593a4aa5ef426
+
+ df -h /sandcrawler-db/
+ Filesystem Size Used Avail Use% Mounted on
+ /dev/sdf1 1.8T 684G 1.1T 40% /sandcrawler-db
+
+ export TMPDIR=/sandcrawler-db/tmp
+ zcat /fast/download/release_export_expanded.json.gz \
+ | parallel -j8 --line-buffer --compress --round-robin --pipe python -m fatcat_scholar.work_pipeline run_releases \
+ | pv -l \
+ | gzip > /grande/snapshots/fatcat_scholar_work_fulltext.20200723_two.json.gz
+
## ES Performance Iteration (2020-07-27)
- schema: switch abstracts from nested to simple array
@@ -97,3 +124,339 @@ definitely slow down that stage, unclear if too much. `work_id` is indexed.
Bulk dump script iterates and makes work batches of releases to dump, passes
Vec to worker threads. Worker threads pass back Vec of entities, then print all
of them (same work) sequentially.
+
+## ES Permformance Profiling (2020-08-05)
+
+Index size:
+
+ green open scholar_fulltext_v01 uthJZJvSS-mlLIhZxrlVnA 12 0 102039078 578722 748.9gb 748.9gb
+
+Unless otherwise mentioned, these are with default filters in place.
+
+Baseline:
+
+ {"query": {"bool": {"filter": [{"terms": {"type": ["article-journal", "paper-conference", "chapter"]}}, {"terms": {"access_type": ["wayback", "ia_file", "ia_sim"]}}], "must": [{"boosting": {"positive": {"bool": {"must": [{"query_string": {"query": "coffee", "default_operator": "AND", "analyze_wildcard": true, "allow_leading_wildcard": false, "lenient": true, "quote_field_suffix": ".exact", "fields": ["title^5", "biblio_all^3", "abstracts.body^2", "fulltext.body", "everything"]}}], "should": [{"terms": {"access_type": ["ia_sim", "ia_file", "wayback"]}}]}}, "negative": {"bool": {"should": [{"bool": {"must_not": [{"exists": {"field": "title"}}]}}, {"bool": {"must_not": [{"exists": {"field": "year"}}]}}, {"bool": {"must_not": [{"exists": {"field": "type"}}]}}, {"bool": {"must_not": [{"exists": {"field": "stage"}}]}}, {"bool": {"must_not": [{"exists": {"field": "biblio.container_ident"}}]}}]}}, "negative_boost": 0.5}}]}}, "collapse": {"field": "collapse_key", "inner_hits": {"name": "more_pages", "size": 0}}, "from": 0, "size": 15, "highlight": {"fields": {"abstracts.body": {"number_of_fragments": 2, "fragment_size": 300}, "fulltext.body": {"number_of_fragments": 2, "fragment_size": 300}, "fulltext.acknowledgment": {"number_of_fragments": 2, "fragment_size": 300}, "fulltext.annex": {"number_of_fragments": 2, "fragment_size": 300}}}}
+
+
+ jenny durkin
+ => 60 Hits in 1.3sec
+
+ "looking at you kid"
+ => 83 Hits in 6.6sec
+
+ LIGO black hole
+ => 2,440 Hits in 1.6sec
+
+ "configuration that formed when the core of a rapidly rotating massive star collapsed"
+ => 1 Hits in 8.0sec
+ => requery: in 0.3sec
+
+Disable everything, query only `biblio_all`:
+
+ {"query": {"query_string": {"query": "coffee", "default_operator": "AND", "analyze_wildcard": true, "allow_leading_wildcard": false, "lenient": true, "quote_field_suffix": ".exact", "fields": ["biblio_all^3"]}}, "from": 0, "size": 15}
+
+ newbold
+ => 2,930 Hits in 0.12sec
+
+ guardian galaxy
+ => 15 Hits in 0.19sec
+
+ *
+ => 102,039,078 Hits in 0.86sec (same on repeat)
+
+Query only `everything`:
+
+ guardian galaxy
+ => 1,456 Hits in 0.26sec
+
+ avocado mexico
+ => 3,407 Hits in 0.3sec, repeat in 0.017sec
+
+ *
+ => 102,039,078 Hits in 0.9sec (same on repeat)
+
+
+Query all the fields with boosting:
+
+ {"query": {"query_string": {"query": "coffee", "default_operator": "AND", "analyze_wildcard": true, "allow_leading_wildcard": false, "lenient": true, "quote_field_suffix": ".exact", "fields": ["title^5", "biblio_all^3", "abstracts.body^2", "fulltext.body", "everything"]}}, "from": 0, "size": 15}
+
+ berlin population
+ => 168,690 Hits in 0.93sec repeat in in 0.11sec
+
+ internet archive
+ => 115,139 Hits in 1.1sec
+
+ *
+ => 102,039,078 Hits in 4.1sec (same on repeat)
+
+Query only "everything", add highlighting (default config):
+
+ indiana human
+ => 86,556 Hits in 0.34sec repeat in 0.04sec
+ => scholar-qa: 86,358 Hits in 2.4sec, repeat in 0.47sec
+
+ wikipedia
+ => 73,806 Hits in 0.13sec
+
+Query only "everything", no highlighting, basic filters:
+
+ {"query": {"bool": {"filter": [{"terms": {"type": ["article-journal", "paper-conference", "chapter"]}}, {"terms": {"access_type": ["wayback", "ia_file", "ia_sim"]}}], "must": [{"query_string": {"query": "reddit", "default_operator": "AND", "analyze_wildcard": true, "allow_leading_wildcard": false, "lenient": true, "quote_field_suffix": ".exact", "fields": ["everything"]}}]}}, "from": 0, "size": 15}
+
+ reddit
+ => 5,608 Hits in 0.12sec
+
+ "participate in this collaborative editorial process"
+ => 1 Hits in 7.9sec, repeat in in 0.4sec
+ scholar-qa: timeout (>10sec)
+
+ "one if by land, two if by sea"
+ => 20 Hits in 4.5sec
+
+Query only "title", no highlighting, basic filters:
+
+ "discontinuities and noise due to crosstalk"
+ => 0 Hits in 0.24sec
+ scholar-qa: 1 Hits in 4.7sec
+
+Query only "everything", no highlighting, collapse key:
+
+ greed
+ => 35,941 Hits in 0.47sec
+
+ bjog child
+ => 6,616 Hits in 0.4sec
+
+Query only "everything", no highlighting, collapse key, boosting:
+
+ blue
+ => 2,407,966 Hits in 3.1sec
+ scholar-qa: 2,407,967 Hits in 1.6sec
+
+ distal fin tuna
+ => 390 Hits in 0.61sec
+
+ "greater speed made possible by the warm muscle"
+ => 1 Hits in 1.2sec
+
+Query "everything", highlight "everything", collapse key, boosting (default but
+only "everything" match):
+
+ NOTE: highlighting didn't work
+
+ green
+ => 2,742,004 Hits in 3.1sec, repeat in in 2.8sec
+
+ "comprehensive framework for the influences"
+ => 1 Hits in 3.1sec
+
+ bivalve extinct
+ => 6,631 Hits in 0.47sec
+
+ redwood "big basin"
+ => 69 Hits in 0.5sec
+
+Default, except only search+highlight "fulltext.body":
+
+ {"query": {"bool": {"filter": [{"terms": {"type": ["article-journal", "paper-conference", "chapter"]}}, {"terms": {"access_type": ["wayback", "ia_file", "ia_sim"]}}], "must": [{"boosting": {"positive": {"bool": {"must": [{"query_string": {"query": "coffee", "default_operator": "AND", "analyze_wildcard": true, "allow_leading_wildcard": false, "lenient": true, "quote_field_suffix": ".exact", "fields": ["fulltext.body"]}}], "should": [{"terms": {"access_type": ["ia_sim", "ia_file", "wayback"]}}]}}, "negative": {"bool": {"should": [{"bool": {"must_not": [{"exists": {"field": "title"}}]}}, {"bool": {"must_not": [{"exists": {"field": "year"}}]}}, {"bool": {"must_not": [{"exists": {"field": "type"}}]}}, {"bool": {"must_not": [{"exists": {"field": "stage"}}]}}, {"bool": {"must_not": [{"exists": {"field": "biblio.container_ident"}}]}}]}}, "negative_boost": 0.5}}]}}, "collapse": {"field": "collapse_key", "inner_hits": {"name": "more_pages", "size": 0}}, "from": 0, "size": 15, "highlight": {"fields": {"fulltext.body": {"number_of_fragments": 2, "fragment_size": 300}}}}
+
+ radioactive fish eye yellow
+ => 1,401 Hits in 0.84sec
+
+ "Ground color yellowish pale, snout and mouth pale gray"
+ => 1 Hits in 1.1sec
+
+Back to baseline:
+
+ "palace of the fine arts"
+ => 26 Hits in 7.4sec
+
+ john
+ => 1,812,894 Hits in 3.1sec
+
+Everything disabled, but fulltext query all the default fields:
+
+ {"query": {"query_string": {"query": "john", "default_operator": "AND", "analyze_wildcard": true, "allow_leading_wildcard": false, "lenient": true, "quote_field_suffix": ".exact", "fields": ["title^5", "biblio_all^3", "abstracts.body^2", "fulltext.body", "everything"]}}, "from": 0, "size": 15}
+
+ jane
+ => 318,757 Hits in 0.29sec
+
+ distress dolphin plant echo
+ => 355 Hits in 1.5sec
+
+ "Michael Longley's most recent collection of poems"
+ => 1 Hits in 1.2sec
+
+ aqua
+ => 95,628 Hits in 0.27sec
+
+Defaults, but query only "biblio_all":
+
+ "global warming"
+ => 2,712 Hits in 0.29sec
+
+ pink
+ => 1,805 Hits in 0.24sec
+
+ *
+ => 20,426,310 Hits in 7.5sec
+
+ review
+ => 795,060 Hits in 1.5sec
+
+ "to be or not"
+ => 319 Hits in 0.81sec
+
+Simple filters, `biblio_all`, boosting disabled:
+
+ {"query": {"bool": {"filter": [{"terms": {"type": ["article-journal", "paper-conference", "chapter"]}}, {"terms": {"access_type": ["wayback", "ia_file", "ia_sim"]}}], "must": [{"query_string": {"query": "coffee", "default_operator": "AND", "analyze_wildcard": true, "allow_leading_wildcard": false, "lenient": true, "quote_field_suffix": ".exact", "fields": ["biblio_all^3"]}}]}}, "collapse": {"field": "collapse_key", "inner_hits": {"name": "more_pages", "size": 0}}, "from": 0, "size": 15}
+
+ open
+ => 155,337 Hits in 0.31sec
+
+ all
+ => 40,880 Hits in 0.24sec
+
+ the
+ => 7,369,084 Hits in 0.75sec
+
+Boosting disabled, query only `biblio_all`:
+
+ "triangulations among all simple spherical ones can be seen to be"
+ => 0 Hits in 0.6sec, again in 0.028sec
+
+ "di Terminal Agribisnis (Holding Ground) Rancamaya Bogor"
+ => 1 Hits in 0.21sec
+
+ "to be or not"
+ => 319 Hits in 0.042sec
+
+Same as above, add boosting back in:
+
+ {"query": {"bool": {"filter": [{"terms": {"type": ["article-journal", "paper-conference", "chapter"]}}, {"terms": {"access_type": ["wayback", "ia_file", "ia_sim"]}}], "must": [{"query_string": {"query": "the", "default_operator": "AND", "analyze_wildcard": true, "allow_leading_wildcard": false, "lenient": true, "quote_field_suffix": ".exact", "fields": ["biblio_all^3"]}}, {"boosting": {"positive": {"bool": {"must": [{"query_string": {"query": "the", "default_operator": "AND", "analyze_wildcard": true, "allow_leading_wildcard": false, "lenient": true, "quote_field_suffix": ".exact", "fields": ["biblio_all^3"]}}], "should": [{"terms": {"access_type": ["ia_sim", "ia_file", "wayback"]}}]}}, "negative": {"bool": {"should": [{"bool": {"must_not": [{"exists": {"field": "title"}}]}}, {"bool": {"must_not": [{"exists": {"field": "year"}}]}}, {"bool": {"must_not": [{"exists": {"field": "type"}}]}}, {"bool": {"must_not": [{"exists": {"field": "stage"}}]}}, {"bool": {"must_not": [{"exists": {"field": "biblio.container_ident"}}]}}]}}, "negative_boost": 0.5}}]}}, "collapse": {"field": "collapse_key", "inner_hits": {"name": "more_pages", "size": 0}}, "from": 0, "size": 15}
+
+ the
+ => 7,369,084 Hits in 5.3sec, repeat in 5.1sec
+
+Removing `poor_metadata` fields:
+
+ tree
+ => 1,521,663 Hits in 2.3sec, again in 2.2sec
+
+ all but one removed...
+ tree
+ => 1,521,663 Hits in in 1.0sec, again in in 0.84sec
+
+ 3/5 negative...
+ tree
+ => 1,521,663 Hits in 3.5sec
+
+ no boosting...
+ tree
+ => 1,521,663 Hits in 0.2sec
+
+Testing "rescore" (with collapse disabled; `window_size`=50):
+
+
+ search = search.query(basic_fulltext)
+ search = search.extra(
+ rescore={
+ 'window_size': 100,
+ "query": {
+ "rescore_query": Q(
+ "boosting",
+ positive=Q("bool", must=basic_fulltext, should=[has_fulltext],),
+ negative=poor_metadata,
+ negative_boost=0.5,
+ ).to_dict(),
+ },
+ }
+ )
+
+ green; access:everything (rescoring)
+ => 331,653 Hits in 0.05sec, again in 0.053sec
+
+ *; access:everything (rescoring)
+ => 93,043,404 Hits in 1.2sec, again in 1.2sec
+
+ green; access:everything (rescoring)
+ => 331,653 Hits in 0.041sec, again in 0.038sec
+
+ *; access:everything (no boost)
+ => 93,043,404 Hits in 1.1sec, again in 1.2sec
+
+ green; access:everything (boost query)
+ => 331,653 Hits in 0.96sec< again in 0.95sec
+
+ *; access:everything (boost query)
+ => 93,043,404 Hits in 13sec
+
+
+Other notes:
+
+ counting all records, default filters ("*")
+ scholar-qa: 20,426,296 Hits in 7.4sec
+ svc097: 20,426,310 Hits in 8.6sec
+
+ "to be or not to be" hamlet
+ scholar-qa: timeout, then 768 Hits in 0.73sec
+ svc097: 768 Hits in 2.5sec, then 0.86 sec
+
+ "to be or not to be"
+ svc98: 16sec
+
+Speculative notes:
+
+querying more fields definitely seems heavy. should try `require_field_match`
+with highlighter. to allow query and highlight fields to be separate? or
+perhaps even a separate highlighter query. query "everything", highlight
+specific fields.
+
+scoring/boosting large reponses (more than a few hundred thousand hits) seems
+expensive. this include the trivial '*' query.
+
+some fulltext phrase queries seem to always be expensive. look in to phrase
+indexing, eg term n-grams? looks like simple `index_phrases` parameter is
+sufficient for the basic case
+
+not a performance thing, but should revisit schema and field storage to reduce
+size. eg, are we storing "exact" separately from stemming? does that increase
+size? is fulltext.body and everything redundant?
+
+
+TL;DR:
+- scoring large result set (with boost) is slow (eg, "*"), but not bad for smaller result sets
+ => confirmed this makes a difference, but can't do collapse at same time
+- phrase queries are expensive, especially against fulltext
+- query/match multiple fields is also proportionately expensive
+
+TODO:
+x index tweaks: smaller number types (eg, for year)
+ https://www.elastic.co/guide/en/elasticsearch/reference/current/number.html
+ volume, issue, pages, contrib counts
+x also sort and remove null keys when sending docs to ES
+ => already done
+x experiment with rescore for things like `has_fulltext` and metadata quality boost. with a large window?
+x query on fewer fields and separate highlight fields from query fields (title, `biblio_all`, everything)
+x consider not having `biblio_all.exact`
+x enable `index_phrases` on at least `everything`, then reindex
+ => start with ~1mil test batch
+x consider not storing `everything` on disk at all, and maybe not `biblio_all` either (only use these for querying). some way to not make fulltext.body queryable?
+- PROBLEM: can't do `collapse` and `rescore` together
+ => try only a boolean query instead of boosting
+ => at least superficially, no large difference
+ x special case "*" query and do no scoring, maybe even sort by `_doc`
+ => huge difference for this specific query
+ => could query twice: once with regular storing + collapse, but "halt
+ after" short number of hits to reduce rescoring (?), and second time
+ with no responses to get total count
+ => could manually rescore in client code, just from the returned hits?
+
+future questions:
+- consider deserializing hit _source documents to pydantic objects (to avoid null field errors)
+- how much of current disk usage is terms? will `index_phrase` make worse?
+- do we need to store term offsets in indexes to make phrase queries faster/better, especially if the field is not stored?
+
+Performance seems to have diverged between the two instances, not sure why.
+Maybe some query terms just randomly are faster on one instance or the other?
+Eg, "wood"
+