001/* 
002 * Copyright (c) 2012, Regents of the University of Colorado 
003 * All rights reserved.
004 * 
005 * Redistribution and use in source and binary forms, with or without
006 * modification, are permitted provided that the following conditions are met:
007 * 
008 * Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. 
009 * Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. 
010 * Neither the name of the University of Colorado at Boulder nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission. 
011 * 
012 * THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS"
013 * AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE
014 * IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE
015 * ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE
016 * LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR
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022 * POSSIBILITY OF SUCH DAMAGE. 
023 */
024package org.cleartk.eval;
025
026import java.io.File;
027import java.util.ArrayList;
028import java.util.List;
029
030import org.apache.uima.cas.CAS;
031import org.apache.uima.collection.CollectionReader;
032
033/**
034 * A base class for training, testing and cross-validation of models.
035 * 
036 * <br>
037 * Copyright (c) 2012, Regents of the University of Colorado <br>
038 * All rights reserved.
039 * 
040 * @param <ITEM_TYPE>
041 *          The type of items that define the train and test data in
042 *          {@link #trainAndTest(List, List)} and {@link #crossValidation(List, int)}, and that are
043 *          used to create {@link CollectionReader}s in {@link #getCollectionReader(List)}. A common
044 *          choice for this parameter when working with data on a filesystem is {@link File}.
045 * @param <STATS_TYPE>
046 *          The type of statistics object that will be returned by testing methods. A common choice
047 *          for this parameter is {@link AnnotationStatistics}.
048 * @author Steven Bethard
049 */
050public abstract class Evaluation_ImplBase<ITEM_TYPE, STATS_TYPE> {
051  protected File baseDirectory;
052
053  /**
054   * Create an evaluation that will write all auxiliary files to the given directory.
055   * 
056   * @param baseDirectory
057   *          The directory for all evaluation files.
058   */
059  public Evaluation_ImplBase(File baseDirectory) {
060    this.baseDirectory = baseDirectory;
061  }
062
063  /**
064   * Train a model on one set of items and test it on another.
065   * 
066   * @param trainItems
067   *          The items on which to train.
068   * @param testItems
069   *          The items on which to test.
070   * @return The statistics that result from testing the model.
071   */
072  public STATS_TYPE trainAndTest(List<ITEM_TYPE> trainItems, List<ITEM_TYPE> testItems)
073      throws Exception {
074    File subDirectory = new File(this.baseDirectory, "train_and_test");
075    subDirectory.mkdirs();
076    this.train(this.getCollectionReader(trainItems), subDirectory);
077    return this.test(this.getCollectionReader(testItems), subDirectory);
078  }
079
080  /**
081   * Run a cross-validation.
082   * 
083   * Splits the items into nFolds approximately equal subsets, and for each subset, training a
084   * classifier on all the remaining data and testing on the subset.
085   * 
086   * @param items
087   *          The items on which to train and test. Good machine learning practice requires that
088   *          these items come only from the training data, and not from the test data.
089   * @param nFolds
090   *          The number of subsets into which the items should be split. Note that the number of
091   *          folds may not be larger than the number of items.
092   * @return The statistics that result from testing the model, one for each fold.
093   */
094  public List<STATS_TYPE> crossValidation(List<ITEM_TYPE> items, int nFolds) throws Exception {
095    if (nFolds > items.size()) {
096      String message = "Cannot have %d folds with only %d items";
097      throw new IllegalArgumentException(String.format(message, nFolds, items.size()));
098    }
099
100    List<STATS_TYPE> stats = new ArrayList<STATS_TYPE>();
101    for (int fold = 0; fold < nFolds; ++fold) {
102      File subDirectory = new File(this.baseDirectory, "fold_" + fold);
103      subDirectory.mkdirs();
104      List<ITEM_TYPE> trainItems = this.selectFoldTrainItems(items, nFolds, fold);
105      List<ITEM_TYPE> testItems = this.selectFoldTestItems(items, nFolds, fold);
106      this.train(this.getCollectionReader(trainItems), subDirectory);
107      stats.add(this.test(this.getCollectionReader(testItems), subDirectory));
108    }
109    return stats;
110  }
111
112  /**
113   * Determines which items should be used for training in one fold of a cross-validation.
114   * 
115   * The default implementation includes all items except for every (nFolds)th item, but this may be
116   * overridden in subclasses.
117   * 
118   * @param items
119   *          The full list of training items.
120   * @param nFolds
121   *          The total number of folds in this cross validation.
122   * @param fold
123   *          The index of the fold (0 <= fold < nFolds) whose training items are to be selected.
124   * @return The items that should be used for training.
125   */
126  protected List<ITEM_TYPE> selectFoldTrainItems(List<ITEM_TYPE> items, int nFolds, int fold) {
127    List<ITEM_TYPE> trainItems = new ArrayList<ITEM_TYPE>();
128    for (int i = 0; i < items.size(); ++i) {
129      if (i % nFolds != fold) {
130        trainItems.add(items.get(i));
131      }
132    }
133    return trainItems;
134  }
135
136  /**
137   * Determines which items should be used for testing in one fold of a cross-validation.
138   * 
139   * The default implementation includes every (nFolds)th item, but this may be overridden in
140   * subclasses.
141   * 
142   * @param items
143   *          The full list of training items.
144   * @param nFolds
145   *          The total number of folds in this cross validation.
146   * @param fold
147   *          The index of the fold (0 <= fold < nFolds) whose test items are to be selected.
148   * @return The items that should be used for testing.
149   */
150  protected List<ITEM_TYPE> selectFoldTestItems(List<ITEM_TYPE> items, int nFolds, int fold) {
151    List<ITEM_TYPE> testItems = new ArrayList<ITEM_TYPE>();
152    for (int i = 0; i < items.size(); ++i) {
153      if (i % nFolds == fold) {
154        testItems.add(items.get(i));
155      }
156    }
157    return testItems;
158  }
159
160  /**
161   * Creates a {@link CollectionReader} from the given items.
162   * 
163   * This method is called in {@link #trainAndTest(List, List)} and
164   * {@link #crossValidation(List, int)} to create readers both for the training data and for the
165   * testing data.
166   * 
167   * @param items
168   *          Items from the training, test or cross-validation sets.
169   * @return A {@link CollectionReader} that produces {@link CAS}es for the items.
170   */
171  protected abstract CollectionReader getCollectionReader(List<ITEM_TYPE> items) throws Exception;
172
173  /**
174   * Trains a model on a set of training data.
175   * 
176   * @param collectionReader
177   *          The data on which the model should be trained.
178   * @param directory
179   *          The directory in which any model files should be written.
180   */
181  protected abstract void train(CollectionReader collectionReader, File directory) throws Exception;
182
183  /**
184   * Evaluates a model on a set of testing data.
185   * 
186   * @param collectionReader
187   *          The data on which the model should be tested.
188   * @param directory
189   *          The directory in which any model files should be written. This method may safely
190   *          assume that {@link #train(CollectionReader, File)} was called on this same directory
191   *          before {@link #test(CollectionReader, File)} was called.
192   * @return The statistics that result from testing the model
193   */
194  protected abstract STATS_TYPE test(CollectionReader collectionReader, File directory)
195      throws Exception;
196
197}