From 3d800eb46b90f818271715f43030c8695d421e25 Mon Sep 17 00:00:00 2001
From: tkykenmt <4161768+tkykenmt@users.noreply.github.com>
Date: Thu, 31 Oct 2024 21:18:07 +0900
Subject: [PATCH] Add tutorial for bge-reranker-m3-v2, multilingual
 cross-encoder model on SageMaker (#2848)

* Add tutorial for bge-rerranker-m3-v2, multilingual cross-encoder model on SageMaker

Signed-off-by: tkykenmt <enomott@amazon.com>

* Update rerank_pipeline_with_bge-rerank-m3-v2_model_deployed_on_Sagemaker.md

Signed-off-by: tkykenmt <4161768+tkykenmt@users.noreply.github.com>

---------

Signed-off-by: tkykenmt <enomott@amazon.com>
Signed-off-by: tkykenmt <4161768+tkykenmt@users.noreply.github.com>
(cherry picked from commit 743cc42e64428b9d170368b858b86a026202dc98)
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+# Topic
+
+[Reranking pipeline](https://opensearch.org/docs/latest/search-plugins/search-relevance/reranking-search-results/) is a feature released in OpenSearch 2.12.
+It can rerank search results, providing a relevance score for each document in the search results with respect to the search query.
+The relevance score is calculated by a cross-encoder model. 
+
+This tutorial explains how to use the [Huggingface BAAI/bge-reranker-v2-m3](https://huggingface.co/BAAI/bge-reranker-v2-m3) model in a reranking pipeline. 
+
+Note: Replace the placeholders that start with `your_` with your own values.
+
+# Steps
+
+## 0. Deploy the model on Amazon Sagemaker
+
+Use the following code to deploy the model on Amazon Sagemaker. You can find all supported instance type and price on [Amazon Sagemaker Pricing document](https://aws.amazon.com/sagemaker/pricing/). Suggest to use GPU for better performance. If the following code doesn't work, please refer [How to deploy this model using Amazon SageMaker](https://huggingface.co/BAAI/bge-reranker-v2-m3?sagemaker_deploy=true) on Huggingface.  
+
+```python
+import json
+import sagemaker
+import boto3
+from sagemaker.huggingface import HuggingFaceModel, get_huggingface_llm_image_uri
+from sagemaker.serverless import ServerlessInferenceConfig
+
+try:
+	role = sagemaker.get_execution_role()
+except ValueError:
+	iam = boto3.client('iam')
+	role = iam.get_role(RoleName='sagemaker_execution_role')['Role']['Arn']
+
+# Hub Model configuration. https://huggingface.co/models
+hub = {
+	'HF_MODEL_ID':'BAAI/bge-reranker-v2-m3'
+}
+
+# create Hugging Face Model Class
+huggingface_model = HuggingFaceModel(
+	image_uri=get_huggingface_llm_image_uri("huggingface-tei",version="1.2.3"),
+	env=hub,
+	role=role, 
+)
+
+# deploy model to SageMaker Inference
+predictor = huggingface_model.deploy(
+	initial_instance_count=1,
+	instance_type="ml.g5.2xlarge",
+  )
+```
+
+You can perform a reranking test with the following code.
+
+```python
+result = predictor.predict(data={
+    "query":"What is the capital city of America?",
+    "texts":[
+        "Carson City is the capital city of the American state of Nevada.",
+        "The Commonwealth of the Northern Mariana Islands is a group of islands in the Pacific Ocean. Its capital is Saipan.",
+        "Washington, D.C. (also known as simply Washington or D.C., and officially as the District of Columbia) is the capital of the United States. It is a federal district.",
+        "Capital punishment (the death penalty) has existed in the United States since beforethe United States was a country. As of 2017, capital punishment is legal in 30 of the 50 states."
+    ]
+})
+
+print(json.dumps(sorted(result, key=lambda x: x['index']), indent=2))
+```
+
+The reranking results are as follows:
+
+```
+[
+  {
+    "index": 0,
+    "score": 0.013636836
+  },
+  {
+    "index": 1,
+    "score": 0.000593021
+  },
+  {
+    "index": 2,
+    "score": 0.92879725
+  },
+  {
+    "index": 3,
+    "score": 0.00012148176
+  }
+]
+```
+
+Note the model inference endpoint; you'll use it to create a connector in the next step. You can confirm the URL for the inference endpoint using the following code:
+
+```python
+region_name = boto3.Session().region_name
+endpoint_name = predictor.endpoint_name
+endpoint_url = f"https://runtime.sagemaker.{region_name}.amazonaws.com/endpoints/{endpoint_name}/invocations"
+print(endpoint_url)
+```
+
+## 1. Create a connector and register the model
+
+To create a connector for the model, send the following request. If you are using self-managed OpenSearch, supply your AWS credentials:
+```json
+POST /_plugins/_ml/connectors/_create
+{
+  "name": "Sagemakre cross-encoder model",
+  "description": "Test connector for Sagemaker cross-encoder model",
+  "version": 1,
+  "protocol": "aws_sigv4",
+  "credential": {
+    "access_key": "your_access_key",
+    "secret_key": "your_secret_key",
+    "session_token": "your_session_token"
+  },
+  "parameters": {
+    "region": "your_sagemaker_model_region_like_us-west-2",
+    "service_name": "sagemaker"
+  },
+  "actions": [
+    {
+      "action_type": "predict",
+      "method": "POST",
+      "url": "your_sagemaker_model_inference_endpoint_created_in_last_step",
+      "headers": {
+        "content-type": "application/json"
+      },
+      "request_body": "{ \"query\": \"${parameters.query}\", \"texts\": ${parameters.texts} }",
+      "pre_process_function": "\n    def query_text = params.query_text;\n    def text_docs = params.text_docs;\n    def textDocsBuilder = new StringBuilder('[');\n    for (int i=0; i<text_docs.length; i++) {\n      textDocsBuilder.append('\"');\n      textDocsBuilder.append(text_docs[i]);\n      textDocsBuilder.append('\"');\n      if (i<text_docs.length - 1) {\n        textDocsBuilder.append(',');\n      }\n    }\n    textDocsBuilder.append(']');\n    def parameters = '{ \"query\": \"' + query_text + '\",  \"texts\": ' + textDocsBuilder.toString() + ' }';\n    return  '{\"parameters\": ' + parameters + '}';\n",
+      "post_process_function": "\n      \n      def dataType = \"FLOAT32\";\n      \n      \n      if (params.result == null)\n      {\n          return 'no result generated';\n          //return params.response;\n      }\n      def outputs = params.result;\n      \n      def sorted_outputs = outputs;\n      for (int i=0; i<outputs.length; i++) {\n        def idx = new BigDecimal(outputs[i].index.toString()).intValue();\n        sorted_outputs[idx] = outputs[i];\n      }\n      def resultBuilder = new StringBuilder('[');\n      for (int i=0; i<outputs.length; i++) {\n        resultBuilder.append(' {\"name\": \"similarity\", \"data_type\": \"FLOAT32\", \"shape\": [1],');\n        //resultBuilder.append('{\"name\": \"similarity\"}');\n        \n        resultBuilder.append('\"data\": [');\n        resultBuilder.append(outputs[i].score);\n        resultBuilder.append(']}');\n        if (i<outputs.length - 1) {\n          resultBuilder.append(',');\n        }\n      }\n      resultBuilder.append(']');\n      \n      return resultBuilder.toString();\n    "
+    }
+  ]
+}
+```
+
+If you are using the AWS OpenSearch service, you can provide an IAM role ARN that allows access to the SageMaker model inference endpoint. For more information, see [AWS documentation](https://docs.aws.amazon.com/opensearch-service/latest/developerguide/ml-amazon-connector.html), [this tutorial](../aws/semantic_search_with_sagemaker_embedding_model.md), and [this connector helper notebook](../aws/AIConnectorHelper.ipynb):
+```json
+POST /_plugins/_ml/connectors/_create
+{
+  "name": "Sagemakre cross-encoder model",
+  "description": "Test connector for Sagemaker cross-encoder model",
+  "version": 1,
+  "protocol": "aws_sigv4",
+  "credential": {
+    "roleArn": "your_role_arn_which_allows_access_to_sagemaker_model_inference_endpoint"
+  },
+  "parameters": {
+    "region": "your_sagemkaer_model_region_like_us-west-2",
+    "service_name": "sagemaker"
+  },
+  "actions": [
+    {
+      "action_type": "predict",
+      "method": "POST",
+      "url": "your_sagemaker_model_inference_endpoint_created_in_last_step",
+      "headers": {
+        "content-type": "application/json"
+      },
+      "request_body": "{ \"query\": \"${parameters.query}\", \"texts\": ${parameters.texts} }",
+      "pre_process_function": "\n    def query_text = params.query_text;\n    def text_docs = params.text_docs;\n    def textDocsBuilder = new StringBuilder('[');\n    for (int i=0; i<text_docs.length; i++) {\n      textDocsBuilder.append('\"');\n      textDocsBuilder.append(text_docs[i]);\n      textDocsBuilder.append('\"');\n      if (i<text_docs.length - 1) {\n        textDocsBuilder.append(',');\n      }\n    }\n    textDocsBuilder.append(']');\n    def parameters = '{ \"query\": \"' + query_text + '\",  \"texts\": ' + textDocsBuilder.toString() + ' }';\n    return  '{\"parameters\": ' + parameters + '}';\n",
+      "post_process_function": "\n      \n      def dataType = \"FLOAT32\";\n      \n      \n      if (params.result == null)\n      {\n          return 'no result generated';\n          //return params.response;\n      }\n      def outputs = params.result;\n      \n      def sorted_outputs = outputs;\n      for (int i=0; i<outputs.length; i++) {\n        def idx = new BigDecimal(outputs[i].index.toString()).intValue();\n        sorted_outputs[idx] = outputs[i];\n      }\n      def resultBuilder = new StringBuilder('[');\n      for (int i=0; i<outputs.length; i++) {\n        resultBuilder.append(' {\"name\": \"similarity\", \"data_type\": \"FLOAT32\", \"shape\": [1],');\n        //resultBuilder.append('{\"name\": \"similarity\"}');\n        \n        resultBuilder.append('\"data\": [');\n        resultBuilder.append(outputs[i].score);\n        resultBuilder.append(']}');\n        if (i<outputs.length - 1) {\n          resultBuilder.append(',');\n        }\n      }\n      resultBuilder.append(']');\n      \n      return resultBuilder.toString();\n    "
+    }
+  ]
+}
+```
+
+Use the connector ID from the response to register and deploy the model:
+```json
+POST /_plugins/_ml/models/_register?deploy=true
+{
+    "name": "Sagemaker Cross-Encoder model",
+    "function_name": "remote",
+    "description": "test rerank model",
+    "connector_id": "your_connector_id"
+}
+```
+Note the model ID in the response; you'll use it in the following steps.
+
+Test the model by using the Predict API:
+```json
+POST _plugins/_ml/models/your_model_id/_predict
+{
+  "parameters": {
+    "query": "What is the capital city of America?",
+    "texts": [
+      "Carson City is the capital city of the American state of Nevada.",
+      "The Commonwealth of the Northern Mariana Islands is a group of islands in the Pacific Ocean. Its capital is Saipan.",
+      "Washington, D.C. (also known as simply Washington or D.C., and officially as the District of Columbia) is the capital of the United States. It is a federal district.",
+      "Capital punishment (the death penalty) has existed in the United States since beforethe United States was a country. As of 2017, capital punishment is legal in 30 of the 50 states."
+    ]
+  }
+}
+```
+
+Each item in the `inputs` array comprises a `query_text` and a `text_docs` string, separated by a ` . `
+
+Alternatively, you can test the model as follows:
+```json
+POST _plugins/_ml/_predict/text_similarity/your_model_id
+{
+  "query_text": "What is the capital city of America?",
+  "text_docs": [
+    "Carson City is the capital city of the American state of Nevada.",
+    "The Commonwealth of the Northern Mariana Islands is a group of islands in the Pacific Ocean. Its capital is Saipan.",
+    "Washington, D.C. (also known as simply Washington or D.C., and officially as the District of Columbia) is the capital of the United States. It is a federal district.",
+    "Capital punishment (the death penalty) has existed in the United States since beforethe United States was a country. As of 2017, capital punishment is legal in 30 of the 50 states."
+  ]
+}
+```
+
+The connector `pre_process_function` transforms the input into the format required by parameters shown previously.
+
+By default, the SageMaker model output has the following format:
+```json
+[
+  {
+    "index": 0,
+    "score": 0.013636836
+  },
+  {
+    "index": 1,
+    "score": 0.000593021
+  },
+  {
+    "index": 2,
+    "score": 0.92879725
+  },
+  {
+    "index": 3,
+    "score": 0.00012148176
+  }
+]
+```
+
+The connector `post_process_function` transforms the model's output into a format that the [Reranker processor](https://opensearch.org/docs/latest/search-plugins/search-pipelines/rerank-processor/) can interpret. This adapted format is as follows:
+```json
+{
+  "inference_results": [
+    {
+      "output": [
+        {
+          "name": "similarity",
+          "data_type": "FLOAT32",
+          "shape": [
+            1
+          ],
+          "data": [
+            0.013636836
+          ]
+        },
+        {
+          "name": "similarity",
+          "data_type": "FLOAT32",
+          "shape": [
+            1
+          ],
+          "data": [
+            0.013636836
+          ]
+        },
+        {
+          "name": "similarity",
+          "data_type": "FLOAT32",
+          "shape": [
+            1
+          ],
+          "data": [
+            0.92879725
+          ]
+        },
+        {
+          "name": "similarity",
+          "data_type": "FLOAT32",
+          "shape": [
+            1
+          ],
+          "data": [
+            0.00012148176
+          ]
+        }
+      ],
+      "status_code": 200
+    }
+  ]
+}
+```
+
+Explanation of the response:
+1. The response contains two `similarity` outputs. For each `similarity` output, the `data` array contains a relevance score of each document against the query.
+2. The `similarity` outputs are provided in the order of the input documents; the first result of similarity pertains to the first document.
+
+## 2. Reranking pipeline
+### 2.1 Ingest test data
+```json
+POST _bulk
+{ "index": { "_index": "my-test-data" } }
+{ "passage_text" : "Carson City is the capital city of the American state of Nevada." }
+{ "index": { "_index": "my-test-data" } }
+{ "passage_text" : "The Commonwealth of the Northern Mariana Islands is a group of islands in the Pacific Ocean. Its capital is Saipan." }
+{ "index": { "_index": "my-test-data" } }
+{ "passage_text" : "Washington, D.C. (also known as simply Washington or D.C., and officially as the District of Columbia) is the capital of the United States. It is a federal district." }
+{ "index": { "_index": "my-test-data" } }
+{ "passage_text" : "Capital punishment (the death penalty) has existed in the United States since beforethe United States was a country. As of 2017, capital punishment is legal in 30 of the 50 states." }
+
+```
+### 2.2 Create a reranking pipeline
+```json
+PUT /_search/pipeline/rerank_pipeline_sagemaker
+{
+    "description": "Pipeline for reranking with Sagemaker cross-encoder model",
+    "response_processors": [
+        {
+            "rerank": {
+                "ml_opensearch": {
+                    "model_id": "your_model_id_created_in_step1"
+                },
+                "context": {
+                    "document_fields": ["passage_text"]
+                }
+            }
+        }
+    ]
+}
+```
+
+Note: if you provide multiple filed names in `document_fields`, the values of all fields are first concatenated and then reranking is performed.
+
+### 2.2 Test reranking
+
+First, test the query without using the reranking pipeline:
+```json
+POST my-test-data/_search
+{
+  "query": {
+    "match": {
+      "passage_text": "What is the capital city of America?"
+    }
+  },
+  "highlight": {
+    "pre_tags": ["<strong>"],
+    "post_tags": ["</strong>"],
+    "fields": {"passage_text": {}}
+  },
+  "_source": false,
+  "fields": ["passage_text"]
+}
+```
+
+The first document in the response is `Carson City is the capital city of the American state of Nevada`, which is incorrect:
+```json
+{
+  "took": 2,
+  "timed_out": false,
+  "_shards": {
+    "total": 1,
+    "successful": 1,
+    "skipped": 0,
+    "failed": 0
+  },
+  "hits": {
+    "total": {
+      "value": 4,
+      "relation": "eq"
+    },
+    "max_score": 2.5045562,
+    "hits": [
+      {
+        "_index": "my-test-data",
+        "_id": "1",
+        "_score": 2.5045562,
+        "fields": {
+          "passage_text": [
+            "Carson City is the capital city of the American state of Nevada."
+          ]
+        },
+        "highlight": {
+          "passage_text": [
+            "Carson <strong>City</strong> <strong>is</strong> <strong>the</strong> <strong>capital</strong> <strong>city</strong> <strong>of</strong> <strong>the</strong> American state <strong>of</strong> Nevada."
+          ]
+        }
+      },
+      {
+        "_index": "my-test-data",
+        "_id": "2",
+        "_score": 0.5807494,
+        "fields": {
+          "passage_text": [
+            "The Commonwealth of the Northern Mariana Islands is a group of islands in the Pacific Ocean. Its capital is Saipan."
+          ]
+        },
+        "highlight": {
+          "passage_text": [
+            "<strong>The</strong> Commonwealth <strong>of</strong> <strong>the</strong> Northern Mariana Islands <strong>is</strong> a group <strong>of</strong> islands in <strong>the</strong> Pacific Ocean.",
+            "Its <strong>capital</strong> <strong>is</strong> Saipan."
+          ]
+        }
+      },
+      {
+        "_index": "my-test-data",
+        "_id": "3",
+        "_score": 0.5261191,
+        "fields": {
+          "passage_text": [
+            "Washington, D.C. (also known as simply Washington or D.C., and officially as the District of Columbia) is the capital of the United States. It is a federal district."
+          ]
+        },
+        "highlight": {
+          "passage_text": [
+            "(also known as simply Washington or D.C., and officially as <strong>the</strong> District <strong>of</strong> Columbia) <strong>is</strong> <strong>the</strong> <strong>capital</strong>",
+            "<strong>of</strong> <strong>the</strong> United States.",
+            "It <strong>is</strong> a federal district."
+          ]
+        }
+      },
+      {
+        "_index": "my-test-data",
+        "_id": "4",
+        "_score": 0.5083029,
+        "fields": {
+          "passage_text": [
+            "Capital punishment (the death penalty) has existed in the United States since beforethe United States was a country. As of 2017, capital punishment is legal in 30 of the 50 states."
+          ]
+        },
+        "highlight": {
+          "passage_text": [
+            "<strong>Capital</strong> punishment (<strong>the</strong> death penalty) has existed in <strong>the</strong> United States since beforethe United States",
+            "As <strong>of</strong> 2017, <strong>capital</strong> punishment <strong>is</strong> legal in 30 <strong>of</strong> <strong>the</strong> 50 states."
+          ]
+        }
+      }
+    ]
+  }
+}
+```
+
+Next, test the query using the reranking pipeline:
+```json
+POST my-test-data/_search?search_pipeline=rerank_pipeline_sagemaker
+{
+  "query": {
+    "match": {
+      "passage_text": "What is the capital city of America?"
+    }
+  },
+  "ext": {
+    "rerank": {
+      "query_context": {
+         "query_text": "What is the capital city of America?"
+      }
+    }
+  },
+  "highlight": {
+    "pre_tags": ["<strong>"],
+    "post_tags": ["</strong>"],
+    "fields": {"passage_text": {}}
+  },
+  "_source": false,
+  "fields": ["passage_text"]
+}
+```
+
+The first document in the response is `"Washington, D.C. (also known as simply Washington or D.C., and officially as the District of Columbia) is the capital of the United States. It is a federal district."`, which is correct:
+
+```json
+{
+  "took": 2,
+  "timed_out": false,
+  "_shards": {
+    "total": 1,
+    "successful": 1,
+    "skipped": 0,
+    "failed": 0
+  },
+  "hits": {
+    "total": {
+      "value": 4,
+      "relation": "eq"
+    },
+    "max_score": 0.92879725,
+    "hits": [
+      {
+        "_index": "my-test-data",
+        "_id": "3",
+        "_score": 0.92879725,
+        "fields": {
+          "passage_text": [
+            "Washington, D.C. (also known as simply Washington or D.C., and officially as the District of Columbia) is the capital of the United States. It is a federal district."
+          ]
+        },
+        "highlight": {
+          "passage_text": [
+            "(also known as simply Washington or D.C., and officially as <strong>the</strong> District <strong>of</strong> Columbia) <strong>is</strong> <strong>the</strong> <strong>capital</strong>",
+            "<strong>of</strong> <strong>the</strong> United States.",
+            "It <strong>is</strong> a federal district."
+          ]
+        }
+      },
+      {
+        "_index": "my-test-data",
+        "_id": "1",
+        "_score": 0.013636836,
+        "fields": {
+          "passage_text": [
+            "Carson City is the capital city of the American state of Nevada."
+          ]
+        },
+        "highlight": {
+          "passage_text": [
+            "Carson <strong>City</strong> <strong>is</strong> <strong>the</strong> <strong>capital</strong> <strong>city</strong> <strong>of</strong> <strong>the</strong> American state <strong>of</strong> Nevada."
+          ]
+        }
+      },
+      {
+        "_index": "my-test-data",
+        "_id": "2",
+        "_score": 0.013636836,
+        "fields": {
+          "passage_text": [
+            "The Commonwealth of the Northern Mariana Islands is a group of islands in the Pacific Ocean. Its capital is Saipan."
+          ]
+        },
+        "highlight": {
+          "passage_text": [
+            "<strong>The</strong> Commonwealth <strong>of</strong> <strong>the</strong> Northern Mariana Islands <strong>is</strong> a group <strong>of</strong> islands in <strong>the</strong> Pacific Ocean.",
+            "Its <strong>capital</strong> <strong>is</strong> Saipan."
+          ]
+        }
+      },
+      {
+        "_index": "my-test-data",
+        "_id": "4",
+        "_score": 0.00012148176,
+        "fields": {
+          "passage_text": [
+            "Capital punishment (the death penalty) has existed in the United States since beforethe United States was a country. As of 2017, capital punishment is legal in 30 of the 50 states."
+          ]
+        },
+        "highlight": {
+          "passage_text": [
+            "<strong>Capital</strong> punishment (<strong>the</strong> death penalty) has existed in <strong>the</strong> United States since beforethe United States",
+            "As <strong>of</strong> 2017, <strong>capital</strong> punishment <strong>is</strong> legal in 30 <strong>of</strong> <strong>the</strong> 50 states."
+          ]
+        }
+      }
+    ]
+  },
+  "profile": {
+    "shards": []
+  }
+}
+```
+
+Note: You can avoid writing the query twice by using query_text_path instead of query_text, as follows:
+```json
+POST my-test-data/_search?search_pipeline=rerank_pipeline_sagemaker
+{
+  "query": {
+    "match": {
+      "passage_text": "What is the capital city of America?"
+    }
+  },
+  "ext": {
+    "rerank": {
+      "query_context": {
+         "query_text_path": "query.match.passage_text.query"
+      }
+    }
+  },
+  "highlight": {
+    "pre_tags": ["<strong>"],
+    "post_tags": ["</strong>"],
+    "fields": {"passage_text": {}}
+  },
+  "_source": false,
+  "fields": ["passage_text"]
+}
+```