Searchkick
Intelligent search made easy
**Searchkick learns what your users are looking for.** As more people search, it gets smarter and the results get better. It’s friendly for developers - and magical for your users. The project is written primarily in Ruby, distributed under the MIT License license, first published in 2013. It has gained significant community traction with 6,717 stars and 763 forks on GitHub. Key topics include: elasticsearch, opensearch, rails.
Searchkick
:rocket: Intelligent search made easy
Searchkick learns what your users are looking for. As more people search, it gets smarter and the results get better. It’s friendly for developers - and magical for your users.
Searchkick handles:
- stemming -
tomatoesmatchestomato - special characters -
jalapenomatchesjalapeño - extra whitespace -
dishwashermatchesdish washer - misspellings -
zuchinimatcheszucchini - custom synonyms -
popmatchessoda
Plus:
- query like SQL - no need to learn a new query language
- reindex without downtime
- easily personalize results for each user
- autocomplete
- “Did you mean” suggestions
- supports many languages
- works with Active Record and Mongoid
Check out Searchjoy for analytics and Autosuggest for query suggestions
:tangerine: Battle-tested at Instacart
Contents
- Getting Started
- Querying
- Indexing
- Intelligent Search
- Instant Search / Autocomplete
- Aggregations
- Testing
- Deployment
- Performance
- Advanced Search
- Reference
- Contributing
Searchkick 6.0 was recently released! See how to upgrade
Getting Started
Install Elasticsearch or OpenSearch. For Homebrew, use:
shbrew install opensearch brew services start opensearch
Add these lines to your application’s Gemfile:
rubygem "searchkick" gem "elasticsearch" # select one gem "opensearch-ruby" # select one
The latest version works with Elasticsearch 8 and 9 and OpenSearch 2 and 3. For Elasticsearch 7 and OpenSearch 1, use version 5.5.2 and this readme.
Add searchkick to models you want to search.
rubyclass Product < ApplicationRecord searchkick end
Add data to the search index.
rubyProduct.reindex
And to query, use:
rubyproducts = Product.search("apples") products.each do |product| puts product.name end
Searchkick supports the complete Elasticsearch Search API and OpenSearch Search API. As your search becomes more advanced, we recommend you use the search server DSL for maximum flexibility.
Querying
Query like SQL
rubyProduct.search("apples").where(in_stock: true).limit(10).offset(50)
Search specific fields
rubyfields(:name, :brand)
Where
rubywhere(store_id: 1, expires_at: Time.now..)
These types of filters are supported
Order
rubyorder(_score: :desc) # most relevant first - default
All of these sort options are supported
Limit / offset
rubylimit(20).offset(40)
Select
rubyselect(:name)
These source filtering options are supported
Results
Searches return a Searchkick::Relation object. This responds like an array to most methods.
rubyresults = Product.search("milk") results.size results.any? results.each { |result| ... }
By default, ids are fetched from the search server and records are fetched from your database. To fetch everything from the search server, use:
rubyProduct.search("apples").load(false)
Get total results
rubyresults.total_count
Get the time the search took (in milliseconds)
rubyresults.took
Get the full response from the search server
rubyresults.response
Note: By default, Elasticsearch and OpenSearch limit paging to the first 10,000 results for performance. This applies to the total count as well.
Filtering
Equal
rubywhere(store_id: 1)
Not equal
rubywhere.not(store_id: 2)
Greater than (gt), less than (lt), greater than or equal (gte), less than or equal (lte)
rubywhere(expires_at: {gt: Time.now})
Range
rubywhere(orders_count: 1..10)
In
rubywhere(aisle_id: [25, 30])
Not in
rubywhere.not(aisle_id: [25, 30])
Contains all
rubywhere(user_ids: {all: [1, 3]})
Like
rubywhere(category: {like: "%frozen%"})
Case-insensitive like
rubywhere(category: {ilike: "%frozen%"})
Regular expression
rubywhere(category: /frozen .+/)
Prefix
rubywhere(category: {prefix: "frozen"})
Exists
rubywhere(store_id: {exists: true})
Combine filters with OR
rubywhere(_or: [{in_stock: true}, {backordered: true}])
Boosting
Boost important fields
rubyfields("title^10", "description")
Boost by the value of a field (field must be numeric)
rubyboost_by(:orders_count) # give popular documents a little boost boost_by(orders_count: {factor: 10}) # default factor is 1
Boost matching documents
rubyboost_where(user_id: 1) boost_where(user_id: {value: 1, factor: 100}) # default factor is 1000 boost_where(user_id: [{value: 1, factor: 100}, {value: 2, factor: 200}])
Boost by recency
rubyboost_by_recency(created_at: {scale: "7d", decay: 0.5})
You can also boost by:
Get Everything
Use a * for the query.
rubyProduct.search("*")
Pagination
Plays nicely with kaminari and will_paginate.
ruby# controller @products = Product.search("milk").page(params[:page]).per_page(20)
View with kaminari
erb<%= paginate @products %>
View with will_paginate
erb<%= will_paginate @products %>
Partial Matches
By default, results must match all words in the query.
rubyProduct.search("fresh honey") # fresh AND honey
To change this, use:
rubyProduct.search("fresh honey").operator("or") # fresh OR honey
By default, results must match the entire word - back will not match backpack. You can change this behavior with:
rubyclass Product < ApplicationRecord searchkick word_start: [:name] end
And to search (after you reindex):
rubyProduct.search("back").fields(:name).match(:word_start)
Available options are:
| Option | Matches | Example |
|---|---|---|
:word | entire word | apple matches apple |
:word_start | start of word | app matches apple |
:word_middle | any part of word | ppl matches apple |
:word_end | end of word | ple matches apple |
:text_start | start of text | gre matches green apple, app does not match |
:text_middle | any part of text | een app matches green apple |
:text_end | end of text | ple matches green apple, een does not match |
The default is :word. The most matches will happen with :word_middle.
To specify different matching for different fields, use:
rubyProduct.search(query).fields({name: :word_start}, {brand: :word_middle})
Exact Matches
To match a field exactly (case-sensitive), use:
rubyProduct.search(query).fields({name: :exact})
Phrase Matches
To only match the exact order, use:
rubyProduct.search("fresh honey").match(:phrase)
Stemming and Language
Searchkick stems words by default for better matching. apple and apples both stem to appl, so searches for either term will have the same matches.
Searchkick defaults to English for stemming. To change this, use:
rubyclass Product < ApplicationRecord searchkick language: "german" end
See the list of languages. A few languages require plugins:
chinese- analysis-ik pluginchinese2- analysis-smartcn pluginjapanese- analysis-kuromoji pluginkorean- analysis-openkoreantext pluginkorean2- analysis-nori pluginpolish- analysis-stempel pluginukrainian- analysis-ukrainian pluginvietnamese- analysis-vietnamese plugin
You can also use a Hunspell dictionary for stemming.
rubyclass Product < ApplicationRecord searchkick stemmer: {type: "hunspell", locale: "en_US"} end
Disable stemming with:
rubyclass Image < ApplicationRecord searchkick stem: false end
Exclude certain words from stemming with:
rubyclass Image < ApplicationRecord searchkick stem_exclusion: ["apples"] end
Or change how words are stemmed:
rubyclass Image < ApplicationRecord searchkick stemmer_override: ["apples => other"] end
Synonyms
rubyclass Product < ApplicationRecord searchkick search_synonyms: [["pop", "soda"], ["burger", "hamburger"]] end
Call Product.reindex after changing synonyms. Synonyms are applied at search time before stemming, and can be a single word or multiple words.
For directional synonyms, use:
rubysearch_synonyms: ["lightbulb => halogenlamp"]
Dynamic Synonyms
The above approach works well when your synonym list is static, but in practice, this is often not the case. When you analyze search conversions, you often want to add new synonyms without a full reindex. We recommend placing synonyms in a file on the search server (in the config directory). This allows you to reload synonyms without reindexing.
txtpop, soda burger, hamburger
Then use:
rubyclass Product < ApplicationRecord searchkick search_synonyms: "synonyms.txt" end
And reload with:
rubyProduct.search_index.reload_synonyms
Misspellings
By default, Searchkick handles misspelled queries by returning results with an edit distance of one.
You can change this with:
rubyProduct.search("zucini").misspellings(edit_distance: 2) # zucchini
To prevent poor precision and improve performance for correctly spelled queries (which should be a majority for most applications), Searchkick can first perform a search without misspellings, and if there are too few results, perform another with them.
rubyProduct.search("zuchini").misspellings(below: 5)
If there are fewer than 5 results, a 2nd search is performed with misspellings enabled. The result of this query is returned.
Turn off misspellings with:
rubyProduct.search("zuchini").misspellings(false) # no zucchini
Specify which fields can include misspellings with:
rubyProduct.search("zucini").fields(:name, :color).misspellings(fields: [:name])
When doing this, you must also specify fields to search
Bad Matches
If a user searches butter, they may also get results for peanut butter. To prevent this, use:
rubyProduct.search("butter").exclude("peanut butter")
You can map queries and terms to exclude with:
rubyexclude_queries = { "butter" => ["peanut butter"], "cream" => ["ice cream", "whipped cream"] } Product.search(query).exclude(exclude_queries[query])
You can demote results by boosting by a factor less than one:
rubyProduct.search("butter").boost_where(category: {value: "pantry", factor: 0.5})
Emoji
Search :ice_cream::cake: and get ice cream cake!
Add this line to your application’s Gemfile:
rubygem "gemoji-parser"
And use:
rubyProduct.search("🍨🍰").emoji
Indexing
Control what data is indexed with the search_data method. Call Product.reindex after changing this method.
rubyclass Product < ApplicationRecord belongs_to :department def search_data { name: name, department_name: department.name, on_sale: sale_price.present? } end end
Searchkick uses find_in_batches to import documents. To eager load associations, use the search_import scope.
rubyclass Product < ApplicationRecord scope :search_import, -> { includes(:department) } end
By default, all records are indexed. To control which records are indexed, use the should_index? method.
rubyclass Product < ApplicationRecord def should_index? active # only index active records end end
If a reindex is interrupted, you can resume it with:
rubyProduct.reindex(resume: true)
For large data sets, try parallel reindexing.
To Reindex, or Not to Reindex
Reindex
- when you install or upgrade searchkick
- change the
search_datamethod - change the
searchkickmethod
No need to reindex
- app starts
Strategies
There are four strategies for keeping the index synced with your database.
- Inline (default)
Anytime a record is inserted, updated, or deleted
- Asynchronous
Use background jobs for better performance
rubyclass Product < ApplicationRecord searchkick callbacks: :async end
Jobs are added to a queue named searchkick.
- Queuing
Push ids of records that need updated to a queue and reindex in the background in batches. This is more performant than the asynchronous method, which updates records individually. See how to set up.
- Manual
Turn off automatic syncing
rubyclass Product < ApplicationRecord searchkick callbacks: false end
And reindex a record or relation manually.
rubyproduct.reindex # or store.products.reindex(mode: :async)
You can also do bulk updates.
rubySearchkick.callbacks(:bulk) do Product.find_each(&:update_fields) end
Or temporarily skip updates.
rubySearchkick.callbacks(false) do Product.find_each(&:update_fields) end
Or override the model’s strategy.
rubyproduct.reindex(mode: :async) # :inline or :queue
Associations
Data is not automatically synced when an association is updated. If this is desired, add a callback to reindex:
rubyclass Image < ApplicationRecord belongs_to :product after_commit :reindex_product def reindex_product product.reindex end end
Default Scopes
If you have a default scope that filters records, use the should_index? method to exclude them from indexing:
rubyclass Product < ApplicationRecord default_scope { where(deleted_at: nil) } def should_index? deleted_at.nil? end end
If you want to index and search filtered records, set:
rubyclass Product < ApplicationRecord searchkick unscope: true end
Intelligent Search
The best starting point to improve your search by far is to track searches and conversions. Searchjoy makes it easy.
rubyProduct.search("apple").track(user_id: current_user.id)
See the docs for how to install and use. Focus on top searches with a low conversion rate.
Searchkick can then use the conversion data to learn what users are looking for. If a user searches for “ice cream” and adds Ben & Jerry’s Chunky Monkey to the cart (our conversion metric at Instacart), that item gets a little more weight for similar searches. This can make a huge difference on the quality of your search.
Add conversion data with:
rubyclass Product < ApplicationRecord has_many :conversions, class_name: "Searchjoy::Conversion", as: :convertable has_many :searches, class_name: "Searchjoy::Search", through: :conversions searchkick conversions_v2: [:conversions] # name of field def search_data { name: name, conversions: searches.group(:query).distinct.count(:user_id) # {"ice cream" => 234, "chocolate" => 67, "cream" => 2} } end end
Reindex and set up a cron job to add new conversions daily. For zero downtime deployment, temporarily set conversions_v2(false) in your search calls until the data is reindexed.
Performant Conversions
A performant way to do conversions is to cache them to prevent N+1 queries. For Postgres, create a migration with:
rubyadd_column :products, :search_conversions, :jsonb
For MySQL, use :json, and for others, use :text with a JSON serializer.
Next, update your model. Create a separate method for conversion data so you can use partial reindexing.
rubyclass Product < ApplicationRecord searchkick conversions_v2: [:conversions] def search_data { name: name, category: category }.merge(conversions_data) end def conversions_data { conversions: search_conversions || {} } end end
Deploy and reindex your data. For zero downtime deployment, temporarily set conversions_v2(false) in your search calls until the data is reindexed.
rubyProduct.reindex
Then, create a job to update the conversions column and reindex records with new conversions. Here’s one you can use for Searchjoy:
rubyclass UpdateConversionsJob < ApplicationJob def perform(class_name, since: nil, update: true, reindex: true) model = Searchkick.load_model(class_name) # get records that have a recent conversion recently_converted_ids = Searchjoy::Conversion.where(convertable_type: class_name, created_at: since..) .order(:convertable_id).distinct.pluck(:convertable_id) # split into batches recently_converted_ids.in_groups_of(1000, false) do |ids| if update # fetch conversions conversions = Searchjoy::Conversion.where(convertable_id: ids, convertable_type: class_name) .joins(:search).where.not(searchjoy_searches: {user_id: nil}) .group(:convertable_id, :query).distinct.count(:user_id) # group by record conversions_by_record = {} conversions.each do |(id, query), count| (conversions_by_record[id] ||= {})[query] = count end # update conversions column model.transaction do conversions_by_record.each do |id, conversions| model.where(id: id).update_all(search_conversions: conversions) end end end if reindex # reindex conversions data model.where(id: ids).reindex(:conversions_data, ignore_missing: true) end end end end
Run the job:
rubyUpdateConversionsJob.perform_now("Product")
And set it up to run daily.
rubyUpdateConversionsJob.perform_later("Product", since: 1.day.ago)
Personalized Results
Order results differently for each user. For example, show a user’s previously purchased products before other results.
rubyclass Product < ApplicationRecord def search_data { name: name, orderer_ids: orders.pluck(:user_id) # boost this product for these users } end end
Reindex and search with:
rubyProduct.search("milk").boost_where(orderer_ids: current_user.id)
Instant Search / Autocomplete
Autocomplete predicts what a user will type, making the search experience faster and easier.

Note: To autocomplete on search terms rather than results, check out Autosuggest.
Note 2: If you only have a few thousand records, don’t use Searchkick for autocomplete. It’s much faster to load all records into JavaScript and autocomplete there (eliminates network requests).
First, specify which fields use this feature. This is necessary since autocomplete can increase the index size significantly, but don’t worry - this gives you blazing fast queries.
rubyclass Movie < ApplicationRecord searchkick word_start: [:title, :director] end
Reindex and search with:
rubyMovie.search("jurassic pa").fields(:title).match(:word_start)
Use a front-end library like typeahead.js to show the results.
Here’s how to make it work with Rails
First, add a route and controller action.
rubyclass MoviesController < ApplicationController def autocomplete render json: Movie.search(params[:query]).fields("title^5", "director") .match(:word_start).limit(10).load(false).misspellings(below: 5).map(&:title) end end
Note: Use load(false) and misspellings(below: n) (or misspellings(false)) for best performance.
Then add the search box and JavaScript code to a view.
html<input type="text" id="query" name="query" /> <script src="jquery.js"></script> <script src="typeahead.bundle.js"></script> <script> var movies = new Bloodhound({ datumTokenizer: Bloodhound.tokenizers.whitespace, queryTokenizer: Bloodhound.tokenizers.whitespace, remote: { url: '/movies/autocomplete?query=%QUERY', wildcard: '%QUERY' } }); $('#query').typeahead(null, { source: movies }); </script>
Suggestions

rubyclass Product < ApplicationRecord searchkick suggest: [:name] # fields to generate suggestions end
Reindex and search with:
rubyproducts = Product.search("peantu butta").suggest products.suggestions # ["peanut butter"]
Aggregations
Aggregations provide aggregated search data.

rubyproducts = Product.search("chuck taylor").aggs(:product_type, :gender, :brand) products.aggs
By default, where conditions apply to aggregations.
rubyProduct.search("wingtips").where(color: "brandy").aggs(:size) # aggregations for brandy wingtips are returned
Change this with:
rubyProduct.search("wingtips").where(color: "brandy").aggs(:size).smart_aggs(false) # aggregations for all wingtips are returned
Set where conditions for each aggregation separately with:
rubyProduct.search("wingtips").aggs(size: {where: {color: "brandy"}})
Limit
rubyProduct.search("apples").aggs(store_id: {limit: 10})
Order
rubyProduct.search("wingtips").aggs(color: {order: {"_key" => "asc"}}) # alphabetically
All of these options are supported
Ranges
rubyprice_ranges = [{to: 20}, {from: 20, to: 50}, {from: 50}] Product.search("*").aggs(price: {ranges: price_ranges})
Minimum document count
rubyProduct.search("apples").aggs(store_id: {min_doc_count: 2})
Script support
rubyProduct.search("*").aggs(color: {script: {source: "'Color: ' + _value"}})
Date histogram
rubyProduct.search("pear").aggs(products_per_year: {date_histogram: {field: :created_at, interval: :year}})
For other aggregation types, including sub-aggregations, use body_options:
rubyProduct.search("orange").body_options(aggs: {price: {histogram: {field: :price, interval: 10}}})
Highlight
Specify which fields to index with highlighting.
rubyclass Band < ApplicationRecord searchkick highlight: [:name] end
Highlight the search query in the results.
rubybands = Band.search("cinema").highlight
View the highlighted fields with:
rubybands.with_highlights.each do |band, highlights| highlights[:name] # "Two Door <em>Cinema</em> Club" end
To change the tag, use:
rubyBand.search("cinema").highlight(tag: "<strong>")
To highlight and search different fields, use:
rubyBand.search("cinema").fields(:name).highlight(fields: [:description])
By default, the entire field is highlighted. To get small snippets instead, use:
rubybands = Band.search("cinema").highlight(fragment_size: 20) bands.with_highlights(multiple: true).each do |band, highlights| highlights[:name].join(" and ") end
Additional options can be specified for each field:
rubyBand.search("cinema").fields(:name).highlight(fields: {name: {fragment_size: 200}})
You can find available highlight options in the Elasticsearch or OpenSearch reference.
Similar Items
Find similar items
rubyproduct = Product.first product.similar.fields(:name).where(size: "12 oz")
Geospatial Searches
rubyclass Restaurant < ApplicationRecord searchkick locations: [:location] def search_data attributes.merge(location: {lat: latitude, lon: longitude}) end end
Reindex and search with:
rubyRestaurant.search("pizza").where(location: {near: {lat: 37, lon: -114}, within: "100mi"}) # or 160km
Bounded by a box
rubyRestaurant.search("sushi").where(location: {top_left: {lat: 38, lon: -123}, bottom_right: {lat: 37, lon: -122}})
Note: top_right and bottom_left also work
Bounded by a polygon
rubyRestaurant.search("dessert").where(location: {geo_polygon: {points: [{lat: 38, lon: -123}, {lat: 39, lon: -123}, {lat: 37, lon: 122}]}})
Boost By Distance
Boost results by distance - closer results are boosted more
rubyRestaurant.search("noodles").boost_by_distance(location: {origin: {lat: 37, lon: -122}})
Also supports additional options
rubyRestaurant.search("wings").boost_by_distance(location: {origin: {lat: 37, lon: -122}, function: "linear", scale: "30mi", decay: 0.5})
Geo Shapes
You can also index and search geo shapes.
rubyclass Restaurant < ApplicationRecord searchkick geo_shape: [:bounds] def search_data attributes.merge( bounds: { type: "envelope", coordinates: [{lat: 4, lon: 1}, {lat: 2, lon: 3}] } ) end end
See the Elasticsearch documentation for details.
Find shapes intersecting with the query shape
rubyRestaurant.search("soup").where(bounds: {geo_shape: {type: "polygon", coordinates: [[{lat: 38, lon: -123}, ...]]}})
Falling entirely within the query shape
rubyRestaurant.search("salad").where(bounds: {geo_shape: {type: "circle", relation: "within", coordinates: {lat: 38, lon: -123}, radius: "1km"}})
Not touching the query shape
rubyRestaurant.search("burger").where(bounds: {geo_shape: {type: "envelope", relation: "disjoint", coordinates: [{lat: 38, lon: -123}, {lat: 37, lon: -122}]}})
Inheritance
Searchkick supports single table inheritance.
rubyclass Dog < Animal end
In your parent model, set:
rubyclass Animal < ApplicationRecord searchkick inheritance: true end
The parent and child model can both reindex.
rubyAnimal.reindex Dog.reindex # equivalent, all animals reindexed
And to search, use:
rubyAnimal.search("*") # all animals Dog.search("*") # just dogs Animal.search("*").type(Cat, Dog) # just cats and dogs
Notes:
-
The
suggestoption retrieves suggestions from the parent at the moment.rubyDog.search("airbudd").suggest # suggestions for all animals -
This relies on a
typefield that is automatically added to the indexed document. Be wary of defining your owntypefield insearch_data, as it will take precedence.
Debugging Queries
To help with debugging queries, you can use:
rubyProduct.search("soap").debug
This prints useful info to stdout.
See how the search server scores your queries with:
rubyProduct.search("soap").explain.response
See how the search server tokenizes your queries with:
rubyProduct.search_index.tokens("Dish Washer Soap", analyzer: "searchkick_index") # ["dish", "dishwash", "washer", "washersoap", "soap"] Product.search_index.tokens("dishwasher soap", analyzer: "searchkick_search") # ["dishwashersoap"] - no match Product.search_index.tokens("dishwasher soap", analyzer: "searchkick_search2") # ["dishwash", "soap"] - match!!
Partial matches
rubyProduct.search_index.tokens("San Diego", analyzer: "searchkick_word_start_index") # ["s", "sa", "san", "d", "di", "die", "dieg", "diego"] Product.search_index.tokens("dieg", analyzer: "searchkick_word_search") # ["dieg"] - match!!
See the complete list of analyzers.
Testing
As you iterate on your search, it’s a good idea to add tests.
For performance, only enable Searchkick callbacks for the tests that need it.
Rails
Add to your test/test_helper.rb:
rubymodule ActiveSupport class TestCase parallelize_setup do |worker| Searchkick.index_suffix = worker # reindex models for parallel tests Product.reindex end end end # reindex models for non-parallel tests Product.reindex # and disable callbacks Searchkick.disable_callbacks
And use:
rubyclass ProductTest < ActiveSupport::TestCase setup do Searchkick.enable_callbacks end teardown do Searchkick.disable_callbacks end test "search" do Product.create!(name: "Apple") Product.search_index.refresh assert_equal ["Apple"], Product.search("apple").map(&:name) end end
Minitest
Add to your test/test_helper.rb:
ruby# reindex models Product.reindex # and disable callbacks Searchkick.disable_callbacks
And use:
rubyclass ProductTest < Minitest::Test def setup Searchkick.enable_callbacks end def teardown Searchkick.disable_callbacks end def test_search Product.create!(name: "Apple") Product.search_index.refresh assert_equal ["Apple"], Product.search("apple").map(&:name) end end
RSpec
Add to your spec/spec_helper.rb:
rubyRSpec.configure do |config| config.before(:suite) do # reindex models Product.reindex # and disable callbacks Searchkick.disable_callbacks end config.around(:each, search: true) do |example| Searchkick.callbacks(nil) do example.run end end end
And use:
rubydescribe Product, search: true do it "searches" do Product.create!(name: "Apple") Product.search_index.refresh assert_equal ["Apple"], Product.search("apple").map(&:name) end end
Factory Bot
Define a trait for each model:
rubyFactoryBot.define do factory :product do trait :reindex do after(:create) do |product, _| product.reindex(refresh: true) end end end end
And use:
rubyFactoryBot.create(:product, :reindex)
GitHub Actions
Check out setup-elasticsearch for an easy way to install Elasticsearch:
yml- uses: ankane/setup-elasticsearch@v1
And setup-opensearch for an easy way to install OpenSearch:
yml- uses: ankane/setup-opensearch@v1
Deployment
For the search server, Searchkick uses ENV["ELASTICSEARCH_URL"] for Elasticsearch and ENV["OPENSEARCH_URL"] for OpenSearch. This defaults to http://localhost:9200.
Elastic Cloud
Create an initializer config/initializers/elasticsearch.rb with:
rubyENV["ELASTICSEARCH_URL"] = "https://user:password@host:port"
Then deploy and reindex:
shrake searchkick:reindex:all
Amazon OpenSearch Service
Create an initializer config/initializers/opensearch.rb with:
rubyENV["OPENSEARCH_URL"] = "https://es-domain-1234.us-east-1.es.amazonaws.com:443"
To use signed requests, include in your Gemfile:
rubygem "faraday_middleware-aws-sigv4"
and add to your initializer:
rubySearchkick.aws_credentials = { access_key_id: ENV["AWS_ACCESS_KEY_ID"], secret_access_key: ENV["AWS_SECRET_ACCESS_KEY"], region: "us-east-1" }
Then deploy and reindex:
shrake searchkick:reindex:all
Heroku
Choose an add-on: Bonsai, SearchBox, or Elastic Cloud.
For Elasticsearch on Bonsai:
shheroku addons:create bonsai heroku config:set ELASTICSEARCH_URL=`heroku config:get BONSAI_URL`
For OpenSearch on Bonsai:
shheroku addons:create bonsai --engine=opensearch heroku config:set OPENSEARCH_URL=`heroku config:get BONSAI_URL`
For SearchBox:
shheroku addons:create searchbox:starter heroku config:set ELASTICSEARCH_URL=`heroku config:get SEARCHBOX_URL`
For Elastic Cloud (previously Found):
shheroku addons:create foundelasticsearch heroku addons:open foundelasticsearch
Visit the Shield page and reset your password. You’ll need to add the username and password to your url. Get the existing url with:
shheroku config:get FOUNDELASTICSEARCH_URL
And add elastic:password@ right after https:// and add port 9243 at the end:
shheroku config:set ELASTICSEARCH_URL=https://elastic:password@12345.us-east-1.aws.found.io:9243
Then deploy and reindex:
shheroku run rake searchkick:reindex:all
Self-Hosted and Other
Create an initializer with:
rubyENV["ELASTICSEARCH_URL"] = "https://user:password@host:port" # or ENV["OPENSEARCH_URL"] = "https://user:password@host:port"
Then deploy and reindex:
shrake searchkick:reindex:all
Data Protection
We recommend encrypting data at rest and in transit (even inside your own network). This is especially important if you send personal data of your users to the search server.
Bonsai, Elastic Cloud, and Amazon OpenSearch Service all support encryption at rest and HTTPS.
Automatic Failover
Create an initializer with multiple hosts:
rubyENV["ELASTICSEARCH_URL"] = "https://user:password@host1,https://user:password@host2" # or ENV["OPENSEARCH_URL"] = "https://user:password@host1,https://user:password@host2"
Client Options
Create an initializer with:
rubySearchkick.client_options[:reload_connections] = true
See the docs for Elasticsearch or Opensearch for a complete list of options.
Lograge
Add the following to config/environments/production.rb:
rubyconfig.lograge.custom_options = lambda do |event| options = {} options[:search] = event.payload[:searchkick_runtime] if event.payload[:searchkick_runtime].to_f > 0 options end
See Production Rails for other good practices.
Performance
Persistent HTTP Connections
Significantly increase performance with persistent HTTP connections. Add Typhoeus to your Gemfile and it’ll automatically be used.
rubygem "typhoeus"
To reduce log noise, create an initializer with:
rubyEthon.logger = Logger.new(nil)
Searchable Fields
By default, all string fields are searchable (can be used in fields option). Speed up indexing and reduce index size by only making some fields searchable.
rubyclass Product < ApplicationRecord searchkick searchable: [:name] end
Filterable Fields
By default, all string fields are filterable (can be used in where option). Speed up indexing and reduce index size by only making some fields filterable.
rubyclass Product < ApplicationRecord searchkick filterable: [:brand] end
Note: Non-string fields are always filterable and should not be passed to this option.
Parallel Reindexing
For large data sets, you can use background jobs to parallelize reindexing.
rubyProduct.reindex(mode: :async) # {index_name: "products_production_20250111210018065"}
Once the jobs complete, promote the new index with:
rubyProduct.search_index.promote(index_name)
You can optionally track the status with Redis:
rubySearchkick.redis = Redis.new
And use:
rubySearchkick.reindex_status(index_name)
You can also have Searchkick wait for reindexing to complete
rubyProduct.reindex(mode: :async, wait: true)
You can use your background job framework to control concurrency. For Solid Queue, create an initializer with:
rubymodule SearchkickBulkReindexConcurrency extend ActiveSupport::Concern included do limits_concurrency to: 3, key: "" end end Rails.application.config.after_initialize do Searchkick::BulkReindexJob.include(SearchkickBulkReindexConcurrency) end
This will allow only 3 jobs to run at once.
Refresh Interval
You can specify a longer refresh interval while reindexing to increase performance.
rubyProduct.reindex(mode: :async, refresh_interval: "30s")
Note: This only makes a noticeable difference with parallel reindexing.
When promoting, have it restored to the value in your mapping (defaults to 1s).
rubyProduct.search_index.promote(index_name, update_refresh_interval: true)
Queuing
Push ids of records needing reindexing to a queue and reindex in bulk for better performance. First, set up Redis in an initializer. We recommend using connection_pool.
rubySearchkick.redis = ConnectionPool.new { Redis.new }
And ask your models to queue updates.
rubyclass Product < ApplicationRecord searchkick callbacks: :queue end
Then, set up a background job to run.
rubySearchkick::ProcessQueueJob.perform_later(class_name: "Product")
You can check the queue length with:
rubyProduct.search_index.reindex_queue.length
For more tips, check out Keeping Elasticsearch in Sync.
Routing
Searchkick supports routing, which can significantly speed up searches.
rubyclass Business < ApplicationRecord searchkick routing: true def search_routing city_id end end
Reindex and search with:
rubyBusiness.search("ice cream").routing(params[:city_id])
Partial Reindexing
Reindex a subset of attributes to reduce time spent generating search data and cut down on network traffic.
rubyclass Product < ApplicationRecord def search_data { name: name, category: category }.merge(prices_data) end def prices_data { price: price, sale_price: sale_price } end end
And use:
rubyProduct.reindex(:prices_data)
Ignore errors for missing documents with:
rubyProduct.reindex(:prices_data, ignore_missing: true)
Advanced
Searchkick makes it easy to use the Elasticsearch or OpenSearch DSL on its own.
Advanced Mapping
Create a custom mapping:
rubyclass Product < ApplicationRecord searchkick mappings: { properties: { name: {type: "keyword"} } } end
Note: If you use a custom mapping, you'll need to use custom searching as well.
To keep the mappings and settings generated by Searchkick, use:
rubyclass Product < ApplicationRecord searchkick merge_mappings: true, mappings: {...} end
Advanced Search
And use the body option to search:
rubyproducts = Product.search.body(query: {match: {name: "milk"}})
View the response with:
rubyproducts.response
To modify the query generated by Searchkick, use:
rubyproducts = Product.search("milk").body_options(min_score: 1)
or
rubyproducts = Product.search("apples") do |body| body[:min_score] = 1 end
Client
To access the Elasticsearch::Client or OpenSearch::Client directly, use:
rubySearchkick.client
Multi Search
To batch search requests for performance, use:
rubyproducts = Product.search("snacks") coupons = Coupon.search("snacks") Searchkick.multi_search([products, coupons])
Then use products and coupons as typical results.
Note: Errors are not raised as with single requests. Use the error method on each query to check for errors.
Multiple Models
Search across multiple models with:
rubySearchkick.search("milk").models(Product, Category)
Boost specific models with:
rubyindices_boost(Category => 2, Product => 1)
Multi-Tenancy
Check out this great post on the Apartment gem. Follow a similar pattern if you use another gem.
Scroll API
Searchkick also supports the scroll API. Scrolling is not intended for real time user requests, but rather for processing large amounts of data.
rubyProduct.search("*").scroll("1m") do |batch| # process batch ... end
You can also scroll batches manually.
rubyproducts = Product.search("*").scroll("1m") while products.any? # process batch ... products = products.scroll end products.clear_scroll
Deep Paging
By default, Elasticsearch and OpenSearch limit paging to the first 10,000 results. Here’s why. We don’t recommend changing this, but if you really need all results, you can use:
rubyclass Product < ApplicationRecord searchkick deep_paging: true end
If you just need an accurate total count, you can instead use:
rubyProduct.search("pears").body_options(track_total_hits: true)
Nested Data
To query nested data, use dot notation.
rubyProduct.search("san").fields("store.city").where("store.zip_code" => 12345)
Nearest Neighbor Search
Available for Elasticsearch 8.6+ and OpenSearch 2.4+
rubyclass Product < ApplicationRecord searchkick knn: {embedding: {dimensions: 3, distance: "cosine"}} end
Also supports euclidean and inner_product
Reindex and search with:
rubyProduct.search.knn(field: :embedding, vector: [1, 2, 3]).limit(10)
HNSW Options
Nearest neighbor search uses HNSW for indexing.
Specify m and ef_construction
rubyclass Product < ApplicationRecord searchkick knn: {embedding: {dimensions: 3, distance: "cosine", m: 16, ef_construction: 100}} end
Specify ef_search
rubyProduct.search.knn(field: :embedding, vector: [1, 2, 3], ef_search: 40).limit(10)
Semantic Search
First, add nearest neighbor search to your model
rubyclass Product < ApplicationRecord searchkick knn: {embedding: {dimensions: 768, distance: "cosine"}} end
Generate an embedding for each record (you can use an external service or a library like Informers)
rubyembed = Informers.pipeline("embedding", "Snowflake/snowflake-arctic-embed-m-v1.5") embed_options = {model_output: "sentence_embedding", pooling: "none"} # specific to embedding model Product.find_each do |product| embedding = embed.(product.name, **embed_options) product.update!(embedding: embedding) end
For search, generate an embedding for the query (the query prefix is specific to the embedding model)
rubyquery_prefix = "Represent this sentence for searching relevant passages: " query_embedding = embed.(query_prefix + query, **embed_options)
And perform nearest neighbor search
rubyProduct.search.knn(field: :embedding, vector: query_embedding).limit(20)
See a full example
Hybrid Search
Perform keyword search and semantic search in parallel
rubykeyword_search = Product.search(query).limit(20) semantic_search = Product.search.knn(field: :embedding, vector: query_embedding).limit(20) Searchkick.multi_search([keyword_search, semantic_search])
To combine the results, use Reciprocal Rank Fusion (RRF)
rubySearchkick::Reranking.rrf(keyword_search, semantic_search).first(5)
Or a reranking model
rubyrerank = Informers.pipeline("reranking", "mixedbread-ai/mxbai-rerank-xsmall-v1") results = (keyword_search.to_a + semantic_search.to_a).uniq rerank.(query, results.map(&:name)).first(5).map { |v| results[v[:doc_id]] }
See a full example
Reference
Reindex one record
rubyproduct = Product.find(1) product.reindex
Reindex multiple records
rubyProduct.where(store_id: 1).reindex
Reindex associations
rubystore.products.reindex
Remove old indices
rubyProduct.search_index.clean_indices
Use custom settings
rubyclass Product < ApplicationRecord searchkick settings: {number_of_shards: 3} end
Use a different index name
rubyclass Product < ApplicationRecord searchkick index_name: "products_v2" end
Use a dynamic index name
rubyclass Product < ApplicationRecord searchkick index_name: -> { "#{name.tableize}-#{I18n.locale}" } end
Prefix the index name
rubyclass Product < ApplicationRecord searchkick index_prefix: "datakick" end
For all models
rubySearchkick.index_prefix = "datakick"
Use a different term for boosting by conversions
rubyProduct.search("banana").conversions_v2(term: "organic banana")
Define multiple conversion fields
rubyclass Product < ApplicationRecord has_many :searches, class_name: "Searchjoy::Search" searchkick conversions_v2: ["unique_conversions", "total_conversions"] def search_data { name: name, unique_conversions: searches.group(:query).distinct.count(:user_id), total_conversions: searches.group(:query).count } end end
And specify which to use
rubyProduct.search("banana") # boost by both fields (default) Product.search("banana").conversions_v2("total_conversions") # only boost by total_conversions Product.search("banana").conversions_v2(false) # no conversion boosting
Change timeout
rubySearchkick.timeout = 15 # defaults to 10
Set a lower timeout for searches
rubySearchkick.search_timeout = 3
Change the search method name
rubySearchkick.search_method_name = :lookup
Change the queue name
rubySearchkick.queue_name = :search_reindex # defaults to :searchkick
Change the queue name or priority for a model
rubyclass Product < ApplicationRecord searchkick job_options: {queue: "critical", priority: 10} end
Change the queue name or priority for a specific call
rubyProduct.reindex(mode: :async, job_options: {queue: "critical", priority: 10})
Change the parent job
rubySearchkick.parent_job = "ApplicationJob" # defaults to "ActiveJob::Base"
Eager load associations
rubyProduct.search("milk").includes(:brand, :stores)
Eager load different associations by model
rubySearchkick.search("*").models(Product, Store).model_includes(Product => [:store], Store => [:product])
Run additional scopes on results
rubyProduct.search("milk").scope_results(->(r) { r.with_attached_images })
Set opaque id for slow logs
rubyProduct.search("milk").opaque_id("some-id") # or Searchkick.multi_search(searches, opaque_id: "some-id")
Specify default fields to search
rubyclass Product < ApplicationRecord searchkick default_fields: [:name] end
Turn off special characters
rubyclass Product < ApplicationRecord # A will not match Ä searchkick special_characters: false end
Turn on stemming for conversions
rubyclass Product < ApplicationRecord searchkick stem_conversions: true end
Make search case-sensitive
rubyclass Product < ApplicationRecord searchkick case_sensitive: true end
Note: If misspellings are enabled (default), results with a single character case difference will match. Turn off misspellings if this is not desired.
Change import batch size
rubyclass Product < ApplicationRecord searchkick batch_size: 200 # defaults to 1000 end
Create index without importing
rubyProduct.reindex(import: false)
Use a different id
rubyclass Product < ApplicationRecord def search_document_id custom_id end end
Add request parameters like search_type
rubyProduct.search("carrots").request_params(search_type: "dfs_query_then_fetch")
Set options across all models
rubySearchkick.model_options = { batch_size: 200 }
Reindex conditionally
rubyclass Product < ApplicationRecord searchkick callback_options: {if: :search_data_changed?} def search_data_changed? previous_changes.include?("name") end end
Reindex all models - Rails only
shrake searchkick:reindex:all
Turn on misspellings after a certain number of characters
rubyProduct.search("api").misspellings(prefix_length: 2) # api, apt, no ahi
BigDecimal values are indexed as floats by default so they can be used for boosting. Convert them to strings to keep full precision.
rubyclass Product < ApplicationRecord def search_data { units: units.to_s("F") } end end
Gotchas
Consistency
Elasticsearch and OpenSearch are eventually consistent, meaning it can take up to a second for a change to reflect in search. You can use the refresh method to have it show up immediately.
rubyproduct.save! Product.search_index.refresh
Inconsistent Scores
Due to the distributed nature of Elasticsearch and OpenSearch, you can get incorrect results when the number of documents in the index is low. You can read more about it here. To fix this, do:
rubyclass Product < ApplicationRecord searchkick settings: {number_of_shards: 1} end
For convenience, this is set by default in the test environment.
Upgrading
6.0
Searchkick 6 brings a new query builder API:
rubyProduct.search("apples").where(in_stock: true).limit(10).offset(50)
All existing options can be used as methods, or you can continue to use the existing API.
This release also significantly improves the performance of searches when using conversions. To upgrade conversions without downtime, add conversions_v2 to your model and an additional field to search_data:
rubyclass Product < ApplicationRecord searchkick conversions: [:conversions], conversions_v2: [:conversions_v2] def search_data conversions = searches.group(:query).distinct.count(:user_id) { conversions: conversions, conversions_v2: conversions } end end
Reindex, then remove conversions:
rubyclass Product < ApplicationRecord searchkick conversions_v2: [:conversions_v2] def search_data { conversions_v2: searches.group(:query).distinct.count(:user_id) } end end
Other improvements include the option to ignore errors for missing documents with partial reindexing and more customization for background jobs. Check out the changelog for the full list of changes.
History
View the changelog
Thanks
Thanks to Karel Minarik for Elasticsearch Ruby and Tire, Jaroslav Kalistsuk for zero downtime reindexing, and Alex Leschenko for Elasticsearch autocomplete.
Contributing
Everyone is encouraged to help improve this project. Here are a few ways you can help:
- Report bugs
- Fix bugs and submit pull requests
- Write, clarify, or fix documentation
- Suggest or add new features
To get started with development:
shgit clone https://github.com/ankane/searchkick.git cd searchkick bundle install bundle exec rake test
Feel free to open an issue to get feedback on your idea before spending too much time on it.
Contributors
Showing top 12 contributors by commit count.
