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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Unsupervised Morpheme Analysis Evaluation by IR experiments - Morpho Challenge 2008</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>General Terms</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="editor">
          <string-name>Algorithms, Performance, Experimentation</string-name>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Mikko Kurimo and Ville Turunen Adaptive Informatics Research Centre, Helsinki University of Technology P.</institution>
          <addr-line>O.Box 5400, FIN-02015 TKK</addr-line>
          ,
          <country country="FI">Finland</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>This paper presents the evaluation and results of Competition 2 (information retrieval experiments) in the Morpho Challenge 2008. Competition 1 (a comparison to linguistic gold standard) is described in a companion paper. In Morpho Challenge 2008 the goal was to search and evaluate unsupervised machine learning algorithms that provide morpheme analysis for words in different languages. The morpheme analysis can be important in several applications, where a large vocabulary is needed. Especially in morphologically complex languages, such as Finnish, Turkish and Arabic, the agglutination, inflection, and compounding easily produces millions of different word forms which is clearly too much for building an effective vocabulary and training probabilistic models for the relations between words. The benefits of successful morpheme analysis can be seen, for example, in speech recognition, information retrieval, and machine translation. In Morpho Challenge 2008 the morpheme analysis submitted by the Challenge participants were evaluated by performing information retrieval experiments, where the words in the documents and queries were replaced by their proposed morpheme representations and the search was based on morphemes instead of words. The results indicate that the morpheme analysis has a significant effect in IR performance in all tested languages (Finnish, English and German). The best unsupervised and language-independent morpheme analysis methods can also rival the best language-dependent word normalization methods. The Morpho Challenge was part of the EU Network of Excellence PASCAL Challenge Program and organized in collaboration with CLEF.</p>
      </abstract>
      <kwd-group>
        <kwd>H</kwd>
        <kwd>3 [Information Storage and Retrieval]</kwd>
        <kwd>H</kwd>
        <kwd>3</kwd>
        <kwd>1 Content Analysis and Indexing</kwd>
        <kwd>H</kwd>
        <kwd>3</kwd>
        <kwd>3 Information Search and Retrieval</kwd>
        <kwd>H</kwd>
        <kwd>3</kwd>
        <kwd>4 Systems and Software</kwd>
        <kwd>H</kwd>
        <kwd>3</kwd>
        <kwd>7 Digital Libraries</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>
        The goal of the Morpho Challenge 2008 was to search and evaluate unsupervised machine learning
algorithms in the task of morpheme analysis for words in different languages. The evaluation
consisted of two parts: first a linguistic and then an application oriented performance analysis.
The linguistic evaluation described in the companion paper [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], Competition 1, compared the
suggested morpheme analyses to a linguistic morpheme analysis gold standard. The other evaluation
Competition 2, described in this paper, carried out information retrieval (IR) experiments from
CLEF, where the all the words in the queries and text corpus were replaced by the morpheme
analyses of those words.
      </p>
      <p>
        The Competition 2 IR tasks and corpora were the same as in our previous Morpho Challenge
2007 [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. Additionally, there was an option to evaluate the IR performance using the morpheme
analysis of word forms in their full text context. In our first Morpho Challenge 2005 [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ], there
were two speech recognition tasks instead of IR, and morpheme segmentations were utilized to
train language models.
      </p>
      <p>
        The morpheme analysis can be important in several applications, where a large vocabulary is
needed. Especially in morphologically complex languages, such as Finnish, Turkish and Arabic,
the agglutination, inflection, and compounding easily produces millions of different word forms
which is clearly too much for building an effective vocabulary and training probabilistic models
for the relations between words. The benefits of successful morpheme analysis can be seen, for
example, in speech recognition [
        <xref ref-type="bibr" rid="ref1 ref7">1, 7</xref>
        ], information retrieval [
        <xref ref-type="bibr" rid="ref12 ref6">12, 6</xref>
        ] and machine translation [
        <xref ref-type="bibr" rid="ref11 ref9">9, 11</xref>
        ].
      </p>
      <p>
        The same IR tasks that were attempted using the Morpho Challenge participants’ morpheme
analyses, were also tested by a number of reference methods to see how useful the unsupervised
morpheme analysis could be. These references included the unsupervised baseline algorithms
Morfessor Categories-Map [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] and Morfessor Baseline [
        <xref ref-type="bibr" rid="ref2 ref4">2, 4</xref>
        ], the rule-based grammatical morpheme
analysis based on the linguistic gold standards [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ], a commercial word normalization tool (TWOL)
and traditional stemming approaches for different languages based on the Porter stemming [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ].
The same IR statistics were also provided for words as such without any processing.
2
      </p>
    </sec>
    <sec id="sec-2">
      <title>Task and Data in Competition 2</title>
      <p>In Competition 2, the Morpho Challenge organizers performed IR experiments based on the
morpheme analyses submitted by the participants for the given word lists. Two word lists in each
language were provided for analysis, the first for Competition 1 and then another which included
the same words plus the word forms that occurred in the IR tasks. For the IR experiments both
the words in the documents and in the test queries were then replaced by their proposed
morpheme representations and the search was based on morphemes instead of words. Three tasks
were provided for three different languages: Finnish, German and English, and the participants
were encouraged to use the same algorithms for all of them.</p>
      <p>The data sets for testing the IR performance were exactly the same as in the previous Morpho
Challenge 2007. In each language there were newspaper articles, test queries and the binary
relevance judgments regarding to the queries. Because the organizers performed the IR experiments
based on the morpheme analyses submitted by the participants, it was not necessary for the
participants to get these data sets. However, all the data was available for registered participants
in the Cross-Language Evaluation Forum (CLEF)1, so that it was possible to use the full text
corpora for preparing the morpheme analyses. In Morpho Challenge 2008, an option was also
given for an IR performance evaluations using the morpheme analysis of word forms submitted in
their full text context.</p>
      <p>The source documents were news articles collected from different news papers selected as
follows:
• In Finnish: 55K documents from short articles in Aamulehti 1994-95, 50 test queries on
specific news topics and 23K binary relevance assessments (CLEF 2004)
• In English: 170K documents from short articles in Los Angeles Times 1994 and Glasgow
Herald 1995, 50 test queries on specific news topics and 20K binary relevance assessments
(CLEF 2005).
• In German: 300K documents from short articles in Frankfurter Rundschau 1994, Der Spiegel
1994-95 and SDA German 1994-95, 60 test queries with 23K binary relevance assessments
(CLEF 2003).
3</p>
    </sec>
    <sec id="sec-3">
      <title>Participants and their submissions</title>
      <p>
        Four research groups submitted totally nine different algorithms by the deadline at the end of
June, 2008 and one group after that. The algorithms and their authors are listed in Table 1. For
more detailed analysis of the submissions, see [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ].
      </p>
      <p>
        In the IR task (Competition 2), totally nine algorithms were evaluated in all three languages.
For six of those, the morpheme analyses were available for all the words in the IR text corpus. For
the remaining three only those words were analyzed that existed in the text corpus for Competition
1 [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] and the others were indexed without analysis. In the Morpho Challenge 2007 [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] experiments
were made to compare the IR performance with and without the analysis of these “new” words.
The results indicated that in the Finnish task the extra analyses were helpful for almost all
participants, but in the German and English task they did not seem to affect the results.
      </p>
      <p>Unlike the others, the algorithms by McNamee were no real attempts to find morphemes, but
rather focused directly on extracting substrings from words that would be suitable for IR.
4</p>
    </sec>
    <sec id="sec-4">
      <title>Reference methods</title>
      <p>In addition to the participating algorithms, a number of different reference methods were evaluated
for the same tasks. The purpose of these methods was to provide views on the difficulty and various
characteristics of these tasks and on the usefulness of the unsupervised morpheme analysis in the
IR tasks.</p>
      <p>
        1. Morfessor Categories-Map: The same Morfessor Categories-Map (or here just “catmap”, for
short) as described in Competition 1 [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] was used for the unsupervised morpheme analysis.
The stem vs. suffix tags were kept, but did not receive any special treatment in the indexing
as we wanted to keep the IR evaluation as unsupervised as possible.
2. Morfessor Baseline: All the words were simply split into smaller pieces without any
morpheme analysis. This means that the obtained subword units were directly used as index
terms. This was performed using the Morfessor Baseline algorithm as in Morpho Challenge
2005 [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. We expected that this would not be optimal for IR, but because the unsupervised
morpheme analysis is such a difficult task, this simple method would probably do quite well.
3. dummy: No words were split nor any morpheme analysis provided except hyphens were
replaced by spaces so that hyphenated words were indexed as separate words (changed from
last year). This means that words were directly used as index terms as such without any
stemming or tags. We expected that although the morpheme analysis should provide helpful
information for IR, all the submissions would not probably be able to beat this brute force
baseline. However, if some morpheme analysis method would consistently beat this baseline
in all languages and task, it would mean that the method would probably be useful in a
language and task independent way.
4. grammatical: The words were analyzed using the same gold standard analyses in each
language that were utilized as the “ground truth” in the Competition 1 [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. Besides the stems
and suffixes, the gold standard analyses typically consist of all kinds of grammatical tags
which we decided to simply include as index terms, as well. For many words the gold
standard analyses included several alternative interpretations that were all included in the
indexing. However, we decided to also try the method adopted in the morpheme
segmentation for Morpho Challenge 2005 [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] that only the first interpretation of each word is applied.
This was here called “grammatical first” whereas the default was called “grammatical all”.
Words that were not in the gold standard segmentation were indexed as such. Because our
gold standards are quite small, 60k (English) - 600k (Finnish), compared to the amount of
words that the unsupervised methods can analyze, we did not expect “grammatical” to
perform particularly well, even though it would probably capture some useful indexing features
to beat the “dummy”, at least.
5. snowball: No real morpheme analysis was performed, but the words were stemmed by
stemming algorithms provided by Snowball libstemmer library. Porter stemming algorithm was
used for English. Finnish and German stemmers were used for the other languages.
Hyphenated words were first split to parts that were then stemmed separately. Stemming is
expected to perform very well for English but not necessarily for the other languages because
it is harder to find good stems.
6. TWOL: Two-level morphological analyzer TWOL from Lingsoft2 Inc. was used to find the
normalized forms of the words. These forms were then used as index terms. Some words
may have several alternative normalized forms and two cases were studied similarly to the
grammatical case. Either all alternatives were used (”all”) or only the first one (”first”).
Compound words were split to parts. Words not recognized by the analyzer were indexed
as such. German analyzer was not available for the organizers.
7. best 2007: This is the algorithm in each task that provided the highest average precision
in Morpho Challenge 2007. The IR tasks in 2007 were identical to 2008, but because some
numbers in the joint word frequency statistics provided for the participants differed slightly,
the 2007 results may not be exactly comparable.
      </p>
    </sec>
    <sec id="sec-5">
      <title>Evaluation</title>
      <p>The submitted morpheme analyses were evaluated by IR experiments in three different tasks:
one in Finnish, one in German and one in English. It would have been interesting to evaluate also
the performance in Turkish and Arabic, but unfortunately no IR tasks in these languages were
available to the organizers. In the IR corpora the words were replaced by the provided morpheme
analyses both in the text and the queries, and then the search was performed based on morphemes
instead of full words. Any word without morpheme analysis was left un-replaced and indexed as
it were just a single morpheme on its own.</p>
      <p>
        Those participants who only provided morpheme analyses for words that exist in the text
corpus for Competition 1 [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] had a slight disadvantage, because then the “new” words in the
IR task were indexed and searched without splitting. However, the experiments in the Morpho
Challenge 2007 [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] revealed that the extra analyses were helpful only in the Finnish task. In the
German and English task they did not seem to affect the results.
      </p>
      <p>In Morpho Challenge 2008 we provided the participants an option to use the full text corpora in
order to get information and train models using the context in which the different words occur and,
for the first time, also to submit morpheme analysis for words in their actual context. However,
none of the participants dared to go for this even more challenging option.</p>
      <p>
        In practice, the IR evaluation was performed using the latest version of the freely available
LEMUR toolkit3. Okapi (BM25) term weighting was used for all index terms excluding an
automatic stoplist. The automatic stoplist was separately determined for each morpheme analysis
run by extracting the morphemes that have a collection frequency higher than 75000 (Finnish) or
150000 (German and English). The stoplist was used with the Okapi weighting, because in the
previous Morpho Challenge [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] it was observed that the performance of indexes that have many
very common terms was poor. The evaluation criterion was Uninterpolated Average Precision.
6
      </p>
    </sec>
    <sec id="sec-6">
      <title>Results</title>
    </sec>
    <sec id="sec-7">
      <title>Discussions and Conclusions</title>
      <p>The Morpho Challenge 2008 was a successful follow-up to our previous Morpho Challenge 2005
and 2007. Since the main tasks were unchanged the participants of the previous challenges were
able to compare improvements of their algorithms and the new participants and those who missed
the previous deadlines were able to try more established benchmark tasks. The new task which
allowed full text context to be used in the unsupervised morpheme analysis was not yet attempted
by anyone. However, as it seems like a natural way to improve the models, it may be included
in the next Morpho Challenge as well, giving participants more time to develop the new kinds of
models and learning algorithms needed.</p>
      <p>
        As future work there remains the need to develop better methods to combine the different
existing algorithms and to cluster the different surface forms produced by the morphemes. This
might also somewhat improve the relatively low recall that several algorithms suffered in the
Competition 1 [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. New IR tasks should also be included and languages like Arabic which pose
new kinds of morphological problems. To better serve the goal of producing a general purpose
morpheme-based vocabulary that would be useful for several applications where large vocabulary
is needed, we should also target new evaluation applications, e.g. in machine translation, text
understanding and speech recognition.
      </p>
    </sec>
    <sec id="sec-8">
      <title>Acknowledgments</title>
      <p>We thank all the participants for their submissions and enthusiasm. We owe great thanks as well
to the PASCAL Challenge Program and CLEF who helped us organize this challenge and the
challenge workshop. Our work was supported by the Academy of Finland in the projects Adaptive
Informatics and New adaptive and learning methods in speech recognition. This work was
supported in part by the IST Programme of the European Community, under the PASCAL Network
of Excellence, IST-2002-506778. This publication only reflects the authors’ views. We acknowledge
that access rights to data and other materials are restricted due to other commitments.</p>
    </sec>
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