spaCy/website/docs/usage/v3.md
2020-09-04 20:58:36 +02:00

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What's New in v3.0 New features, backwards incompatibilities and migration guide
Summary
summary
New Features
features
Backwards Incompatibilities
incompat
Migrating from v2.x
migrating

Summary

New Features

New training workflow and config system

Transformer-based pipelines

Pipeline components listening to shared embedding component

Custom models using any framework

Manage end-to-end workflows with projects

Example

# Clone a project template
$ python -m spacy project clone example
$ cd example
# Download data assets
$ python -m spacy project assets
# Run a workflow
$ python -m spacy project run train

spaCy projects let you manage and share end-to-end spaCy workflows for different use cases and domains, and orchestrate training, packaging and serving your custom pipelines. You can start off by cloning a pre-defined project template, adjust it to fit your needs, load in your data, train a pipeline, export it as a Python package, upload your outputs to a remote storage and share your results with your team.

Illustration of project workflow and commands

spaCy projects also make it easy to integrate with other tools in the data science and machine learning ecosystem, including DVC for data version control, Prodigy for creating labelled data, Streamlit for building interactive apps, FastAPI for serving models in production, Ray for parallel training, Weights & Biases for experiment tracking, and more!

New built-in pipeline components

spaCy v3.0 includes several new trainable and rule-based components that you can add to your pipeline and customize for your use case:

Example

# pip install spacy-lookups-data
nlp = spacy.blank("en")
nlp.add_pipe("lemmatizer")
Name Description
SentenceRecognizer Trainable component for sentence segmentation.
Morphologizer Trainable component to predict morphological features.
Lemmatizer Standalone component for rule-based and lookup lemmatization.
AttributeRuler Component for setting token attributes using match patterns.
Transformer Component for using transformer models in your pipeline, accessing outputs and aligning tokens. Provided via spacy-transformers.

New and improved pipeline component APIs

Example

@Language.component("my_component")
def my_component(doc):
    return doc

nlp.add_pipe("my_component")
nlp.add_pipe("ner", source=other_nlp)
nlp.analyze_pipes(pretty=True)

Defining, configuring, reusing, training and analyzing pipeline components is now easier and more convenient. The @Language.component and @Language.factory decorators let you register your component, define its default configuration and meta data, like the attribute values it assigns and requires. Any custom component can be included during training, and sourcing components from existing trained pipelines lets you mix and match custom pipelines. The nlp.analyze_pipes method outputs structured information about the current pipeline and its components, including the attributes they assign, the scores they compute during training and whether any required attributes aren't set.

Dependency matching

Example

from spacy.matcher import DependencyMatcher

matcher = DependencyMatcher(nlp.vocab)
pattern = [
    {"RIGHT_ID": "anchor_founded", "RIGHT_ATTRS": {"ORTH": "founded"}},
    {"LEFT_ID": "anchor_founded", "REL_OP": ">", "RIGHT_ID": "subject", "RIGHT_ATTRS": {"DEP": "nsubj"}}
]
matcher.add("FOUNDED", [pattern])

The new DependencyMatcher lets you match patterns within the dependency parse using Semgrex operators. It follows the same API as the token-based Matcher. A pattern added to the dependency matcher consists of a list of dictionaries, with each dictionary describing a token to match and its relation to an existing token in the pattern.

Type hints and type-based data validation

Example

from spacy.language import Language
from pydantic import StrictBool

@Language.factory("my_component")
def create_my_component(
    nlp: Language,
    name: str,
    custom: StrictBool
):
   ...

spaCy v3.0 officially drops support for Python 2 and now requires Python 3.6+. This also means that the code base can take full advantage of type hints. spaCy's user-facing API that's implemented in pure Python (as opposed to Cython) now comes with type hints. The new version of spaCy's machine learning library Thinc also features extensive type support, including custom types for models and arrays, and a custom mypy plugin that can be used to type-check model definitions.

For data validation, spacy v3.0 adopts pydantic. It also powers the data validation of Thinc's config system, which lets you to register custom functions with typed arguments, reference them in your config and see validation errors if the argument values don't match.

New methods, attributes and commands

The following methods, attributes and commands are new in spaCy v3.0.

Name Description
Token.lex Access a token's Lexeme.
Token.morph, Token.morph_ Access a token's morphological analysis.
Language.select_pipes Context manager for enabling or disabling specific pipeline components for a block.
Language.disable_pipe, Language.enable_pipe Disable or enable a loaded pipeline component (but don't remove it).
Language.analyze_pipes Analyze components and their interdependencies.
Language.resume_training Experimental: continue training a trained pipeline and initialize "rehearsal" for components that implement a rehearse method to prevent catastrophic forgetting.
@Language.factory, @Language.component Decorators for registering pipeline component factories and simple stateless component functions.
Language.has_factory Check whether a component factory is registered on a language class.s
Language.get_factory_meta, Language.get_pipe_meta Get the FactoryMeta with component metadata for a factory or instance name.
Language.config The config used to create the current nlp object. An instance of Config and can be saved to disk and used for training.
Language.components, Language.component_names All available components and component names, including disabled components that are not run as part of the pipeline.
Language.disabled Names of disabled components that are not run as part of the pipeline.
Pipe.score Method on pipeline components that returns a dictionary of evaluation scores.
registry Function registry to map functions to string names that can be referenced in configs.
util.load_meta, util.load_config Updated helpers for loading a pipeline's meta.json and config.cfg.
util.get_installed_models Names of all pipeline packages installed in the environment.
init config, init fill-config, debug config CLI commands for initializing, auto-filling and debugging training configs.
project Suite of CLI commands for cloning, running and managing spaCy projects.

New and updated documentation

To help you get started with spaCy v3.0 and the new features, we've added several new or rewritten documentation pages, including a new usage guide on embeddings, transformers and transfer learning, a guide on training pipelines and models rewritten from scratch, a page explaining the new spaCy projects and updated usage documentation on custom pipeline components. We've also added a bunch of new illustrations and new API reference pages documenting spaCy's machine learning model architectures and the expected data formats. API pages about pipeline components now include more information, like the default config and implementation, and we've adopted a more detailed format for documenting argument and return types.

Library architecture

Backwards Incompatibilities

As always, we've tried to keep the breaking changes to a minimum and focus on changes that were necessary to support the new features, fix problems or improve usability. The following section lists the relevant changes to the user-facing API. For specific examples of how to rewrite your code, check out the migration guide.

Note that spaCy v3.0 now requires Python 3.6+.

API changes

  • Pipeline package symlinks, the link command and shortcut names are now deprecated. There can be many different trained pipelines and not just one "English model", so you should always use the full package name like en_core_web_sm explicitly.
  • A pipeline's meta.json is now only used to provide meta information like the package name, author, license and labels. It's not used to construct the processing pipeline anymore. This is all defined in the config.cfg, which also includes all settings used to train the pipeline.
  • The train and pretrain commands now only take a config.cfg file containing the full training config.
  • Language.add_pipe now takes the string name of the component factory instead of the component function.
  • Custom pipeline components now need to be decorated with the @Language.component or @Language.factory decorator.
  • Language.update now takes a batch of Example objects instead of raw texts and annotations, or Doc and GoldParse objects.
  • The Language.disable_pipes context manager has been replaced by Language.select_pipes, which can explicitly disable or enable components.
  • The Language.update, Language.evaluate and Pipe.update methods now all take batches of Example objects instead of Doc and GoldParse objects, or raw text and a dictionary of annotations. Language.begin_training and Pipe.begin_training now take a function that returns a sequence of Example objects to initialize the model instead of a list of tuples.
  • Matcher.add, PhraseMatcher.add and DependencyMatcher.add now only accept a list of patterns as the second argument (instead of a variable number of arguments). The on_match callback becomes an optional keyword argument.
  • The PRON_LEMMA symbol and -PRON- as an indicator for pronoun lemmas has been removed.
  • The TAG_MAP and MORPH_RULES in the language data have been replaced by the more flexible AttributeRuler.
  • The Lemmatizer is now a standalone pipeline component and doesn't provide lemmas by default or switch automatically between lookup and rule-based lemmas. You can now add it to your pipeline explicitly and set its mode on initialization.

Removed or renamed API

Removed Replacement
Language.disable_pipes Language.select_pipes, Language.disable_pipe
GoldParse Example
GoldCorpus Corpus
KnowledgeBase.load_bulk, KnowledgeBase.dump KnowledgeBase.from_disk, KnowledgeBase.to_disk
Matcher.pipe, PhraseMatcher.pipe not needed
spacy init-model spacy init vocab
spacy debug-data spacy debug data
spacy profile spacy debug profile
spacy link, util.set_data_path, util.get_data_path not needed, symlinks are deprecated

The following deprecated methods, attributes and arguments were removed in v3.0. Most of them have been deprecated for a while and many would previously raise errors. Many of them were also mostly internals. If you've been working with more recent versions of spaCy v2.x, it's unlikely that your code relied on them.

Removed Replacement
Doc.tokens_from_list Doc.__init__
Doc.merge, Span.merge Doc.retokenize
Token.string, Span.string, Span.upper, Span.lower Span.text, Token.text
Language.tagger, Language.parser, Language.entity Language.get_pipe
keyword-arguments like vocab=False on to_disk, from_disk, to_bytes, from_bytes exclude=["vocab"]
n_threads argument on Tokenizer, Matcher, PhraseMatcher n_process
verbose argument on Language.evaluate logging (DEBUG)
SentenceSegmenter hook, SimilarityHook user hooks, Sentencizer, SentenceRecognizer

Migrating from v2.x

Downloading and loading trained pipelines

Symlinks and shortcuts like en are now officially deprecated. There are many different trained pipelines with different capabilities and not just one "English model". In order to download and load a package, you should always use its full name for instance, en_core_web_sm.

- python -m spacy download en
+ python -m spacy download en_core_web_sm
- nlp = spacy.load("en")
+ nlp = spacy.load("en_core_web_sm")

Custom pipeline components and factories

Custom pipeline components now have to be registered explicitly using the @Language.component or @Language.factory decorator. For simple functions that take a Doc and return it, all you have to do is add the @Language.component decorator to it and assign it a name:

### Stateless function components
+ from spacy.language import Language

+ @Language.component("my_component")
def my_component(doc):
    return doc

For class components that are initialized with settings and/or the shared nlp object, you can use the @Language.factory decorator. Also make sure that that the method used to initialize the factory has two named arguments: nlp (the current nlp object) and name (the string name of the component instance).

### Stateful class components
+ from spacy.language import Language

+ @Language.factory("my_component")
class MyComponent:
-   def __init__(self, nlp):
+   def __init__(self, nlp, name):
        self.nlp = nlp

    def __call__(self, doc):
        return doc

Instead of decorating your class, you could also add a factory function that takes the arguments nlp and name and returns an instance of your component:

### Stateful class components with factory function
+ from spacy.language import Language

+ @Language.factory("my_component")
+ def create_my_component(nlp, name):
+     return MyComponent(nlp)

class MyComponent:
    def __init__(self, nlp):
        self.nlp = nlp

    def __call__(self, doc):
        return doc

The @Language.component and @Language.factory decorators now take care of adding an entry to the component factories, so spaCy knows how to load a component back in from its string name. You won't have to write to Language.factories manually anymore.

- Language.factories["my_component"] = lambda nlp, **cfg: MyComponent(nlp)

Adding components to the pipeline

The nlp.add_pipe method now takes the string name of the component factory instead of a callable component. This allows spaCy to track and serialize components that have been added and their settings.

+ @Language.component("my_component")
def my_component(doc):
    return doc

- nlp.add_pipe(my_component)
+ nlp.add_pipe("my_component")

nlp.add_pipe now also returns the pipeline component itself, so you can access its attributes. The nlp.create_pipe method is now mostly internals and you typically shouldn't have to use it in your code.

- parser = nlp.create_pipe("parser")
- nlp.add_pipe(parser)
+ parser = nlp.add_pipe("parser")

If you need to add a component from an existing trained pipeline, you can now use the source argument on nlp.add_pipe. This will check that the component is compatible, and take care of porting over all config. During training, you can also reference existing trained components in your config and decide whether or not they should be updated with more data.

config.cfg (excerpt)

[components.ner]
source = "en_core_web_sm"
component = "ner"
source_nlp = spacy.load("en_core_web_sm")
nlp = spacy.blank("en")
- ner = source_nlp.get_pipe("ner")
- nlp.add_pipe(ner)
+ nlp.add_pipe("ner", source=source_nlp)

Adding match patterns

The Matcher.add, PhraseMatcher.add and DependencyMatcher.add methods now only accept a list of patterns as the second argument (instead of a variable number of arguments). The on_match callback becomes an optional keyword argument.

matcher = Matcher(nlp.vocab)
patterns = [[{"TEXT": "Google"}, {"TEXT": "Now"}], [{"TEXT": "GoogleNow"}]]
- matcher.add("GoogleNow", on_match, *patterns)
+ matcher.add("GoogleNow", patterns, on_match=on_match)
matcher = PhraseMatcher(nlp.vocab)
patterns = [nlp("health care reform"), nlp("healthcare reform")]
- matcher.add("HEALTH", on_match, *patterns)
+ matcher.add("HEALTH", patterns, on_match=on_match)

Migrating attributes in tokenizer exceptions

Tokenizer exceptions are now only allowed to set ORTH and NORM values as part of the token attributes. Exceptions for other attributes such as TAG and LEMMA should be moved to an AttributeRuler component:

nlp = spacy.blank("en")
- nlp.tokenizer.add_special_case("don't", [{"ORTH": "do"}, {"ORTH": "n't", "LEMMA": "not"}])
+ nlp.tokenizer.add_special_case("don't", [{"ORTH": "do"}, {"ORTH": "n't"}])
+ ruler = nlp.add_pipe("attribute_ruler")
+ ruler.add(patterns=[[{"ORTH": "n't"}]], attrs={"LEMMA": "not"})

Migrating tag maps and morph rules

Instead of defining a tag_map and morph_rules in the language data, spaCy v3.0 now manages mappings and exceptions with a separate and more flexible pipeline component, the AttributeRuler. See the usage guide for examples. The AttributeRuler provides two handy helper methods load_from_tag_map and load_from_morph_rules that let you load in your existing tag map or morph rules:

nlp = spacy.blank("en")
- nlp.vocab.morphology.load_tag_map(YOUR_TAG_MAP)
+ ruler = nlp.add_pipe("attribute_ruler")
+ ruler.load_from_tag_map(YOUR_TAG_MAP)

Training pipelines and models

To train your pipelines, you should now pretty much always use the spacy train CLI. You shouldn't have to put together your own training scripts anymore, unless you really want to. The training commands now use a flexible config file that describes all training settings and hyperparameters, as well as your pipeline, components and architectures to use. The --code argument lets you pass in code containing custom registered functions that you can reference in your config. To get started, check out the quickstart widget.

Binary .spacy training data format

spaCy v3.0 uses a new binary training data format created by serializing a DocBin, which represents a collection of Doc objects. This means that you can train spaCy pipelines using the same format it outputs: annotated Doc objects. The binary format is extremely efficient in storage, especially when packing multiple documents together. You can convert your existing JSON-formatted data using the spacy convert command, which outputs .spacy files:

$ python -m spacy convert ./training.json ./output

Training config

The easiest way to get started with a training config is to use the init config command or the quickstart widget. You can define your requirements, and it will auto-generate a starter config with the best-matching default settings.

$ python -m spacy init config ./config.cfg --lang en --pipeline tagger,parser

If you've exported a starter config from our quickstart widget, you can use the init fill-config to fill it with all default values. You can then use the auto-generated config.cfg for training:

- python -m spacy train en ./output ./train.json ./dev.json
--pipeline tagger,parser --cnn-window 1 --bilstm-depth 0
+ python -m spacy train ./config.cfg --output ./output

Training via the Python API

For most use cases, you shouldn't have to write your own training scripts anymore. Instead, you can use spacy train with a config file and custom registered functions if needed. You can even register callbacks that can modify the nlp object at different stages of its lifecycle to fully customize it before training.

If you do decide to use the internal training API from Python, you should only need a few small modifications to convert your scripts from spaCy v2.x to v3.x. The Example.from_dict classmethod takes a reference Doc and a dictionary of annotations, similar to the "simple training style" in spaCy v2.x:

### Migrating Doc and GoldParse
doc = nlp.make_doc("Mark Zuckerberg is the CEO of Facebook")
entities = [(0, 15, "PERSON"), (30, 38, "ORG")]
- gold = GoldParse(doc, entities=entities)
+ example = Example.from_dict(doc, {"entities": entities})
### Migrating simple training style
text = "Mark Zuckerberg is the CEO of Facebook"
annotations = {"entities": [(0, 15, "PERSON"), (30, 38, "ORG")]}
+ doc = nlp.make_doc(text)
+ example = Example.from_dict(doc, annotations)

The Language.update, Language.evaluate and Pipe.update methods now all take batches of Example objects instead of Doc and GoldParse objects, or raw text and a dictionary of annotations.

### Training loop {highlight="11"}
TRAIN_DATA = [
    ("Who is Shaka Khan?", {"entities": [(7, 17, "PERSON")]}),
    ("I like London.", {"entities": [(7, 13, "LOC")]}),
]
nlp.begin_training()
for i in range(20):
    random.shuffle(TRAIN_DATA)
    for batch in minibatch(TRAIN_DATA):
        examples = []
        for text, annots in batch:
            examples.append(Example.from_dict(nlp.make_doc(text), annots))
        nlp.update(examples)

Language.begin_training and Pipe.begin_training now take a function that returns a sequence of Example objects to initialize the model instead of a list of tuples. The data examples are used to initialize the models of trainable pipeline components, which includes validating the network, inferring missing shapes and setting up the label scheme.

- nlp.begin_training(examples)
+ nlp.begin_training(lambda: examples)

Packaging trained pipelines

The spacy package command now automatically builds the installable .tar.gz sdist of the Python package, so you don't have to run this step manually anymore. You can disable the behavior by setting the --no-sdist flag.

python -m spacy package ./output ./packages
- cd /output/en_pipeline-0.0.0
- python setup.py sdist

Migration notes for plugin maintainers

Thanks to everyone who's been contributing to the spaCy ecosystem by developing and maintaining one of the many awesome plugins and extensions. We've tried to make it as easy as possible for you to upgrade your packages for spaCy v3. The most common use case for plugins is providing pipeline components and extension attributes. When migrating your plugin, double-check the following:

  • Use the @Language.factory decorator to register your component and assign it a name. This allows users to refer to your components by name and serialize pipelines referencing them. Remove all manual entries to the Language.factories.
  • Make sure your component factories take at least two named arguments: nlp (the current nlp object) and name (the instance name of the added component so you can identify multiple instances of the same component).
  • Update all references to nlp.add_pipe in your docs to use string names instead of the component functions.
### {highlight="1-5"}
from spacy.language import Language

@Language.factory("my_component", default_config={"some_setting": False})
def create_component(nlp: Language, name: str, some_setting: bool):
    return MyCoolComponent(some_setting=some_setting)


class MyCoolComponent:
    def __init__(self, some_setting):
        self.some_setting = some_setting

    def __call__(self, doc):
        # Do something to the doc
        return doc

Result in config.cfg

[components.my_component]
factory = "my_component"
some_setting = true
import spacy
from your_plugin import MyCoolComponent

nlp = spacy.load("en_core_web_sm")
- component = MyCoolComponent(some_setting=True)
- nlp.add_pipe(component)
+ nlp.add_pipe("my_component", config={"some_setting": True})

The @Language.factory decorator takes care of letting spaCy know that a component of that name is available. This means that your users can add it to the pipeline using its string name. However, this requires the decorator to be executed so users will still have to import your plugin. Alternatively, your plugin could expose an entry point, which spaCy can read from. This means that spaCy knows how to initialize my_component, even if your package isn't imported.