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docs: Add missing explanation pages
- when-to-use.md - Decision framework for divergences/algorithms - lloyds-algorithm.md - Core k-means iteration explained - assignment-strategies.md - BroadcastUDF vs CrossJoin - acceleration.md - Elkan, mini-batch, coresets - soft-vs-hard.md - Probabilistic clustering guide - cluster-validity.md - Evaluation metrics (silhouette, etc.) 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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docs/_explanation/acceleration.md

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---
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title: "Acceleration Techniques"
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---
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# Acceleration Techniques
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Making k-means faster without sacrificing quality.
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---
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## Overview
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Standard Lloyd's algorithm is O(n × k × d × iterations). These techniques reduce the constant factor significantly.
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| Technique | Speedup | Applicable To |
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|-----------|---------|---------------|
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| **Elkan** | 2-10x | Squared Euclidean |
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| **Mini-batch** | 5-50x | Any divergence |
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| **Coresets** | 10-100x | Any divergence |
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---
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## Elkan's Algorithm
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Uses triangle inequality to skip distance computations.
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### Key Insight
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If we know:
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- d(x, c₁) = 5 (current assignment)
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- d(c₁, c₂) = 8 (center-to-center)
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Then by triangle inequality:
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- d(x, c₂) ≥ |d(x, c₁) - d(c₁, c₂)| = 3
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- d(x, c₂) ≥ d(x, c₁) means x could be closer to c₂
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But if d(c₁, c₂) = 12:
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- d(x, c₂) ≥ |5 - 12| = 7 > 5 = d(x, c₁)
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- x cannot be closer to c₂, **skip the computation!**
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### Bounds Maintained
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1. **Upper bound**: d(x, assigned_center) — always valid
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2. **Lower bounds**: d(x, cᵢ) for each center — may become stale
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### When It Helps
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- **Early iterations**: Many points change clusters
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- **Later iterations**: Most points stay put, bounds tight
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- **Well-separated clusters**: Bounds eliminate most checks
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### Usage
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```scala
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// Enabled automatically for SE with k >= 5
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new GeneralizedKMeans()
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.setDivergence("squaredEuclidean")
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.setK(20)
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// Elkan is used automatically
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```
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---
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## Mini-Batch K-Means
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Updates centers using random samples instead of full data.
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### Algorithm
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```
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1. Initialize centers
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2. For each iteration:
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a. Sample a mini-batch of b points
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b. Assign batch points to nearest centers
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c. Update centers using batch points (with momentum)
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3. Return centers
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```
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### Update Rule
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```
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center[j] = (1 - η) * center[j] + η * batch_mean[j]
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```
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Where η decreases over time (learning rate schedule).
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### Trade-offs
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| Aspect | Full K-Means | Mini-Batch |
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|--------|--------------|------------|
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| Per-iteration cost | O(n × k × d) | O(b × k × d) |
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| Iterations needed | 10-50 | 100-500 |
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| Total cost | O(n × k × d × 30) | O(b × k × d × 300) |
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| Quality | Optimal | Near-optimal |
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With b = n/100, mini-batch is ~3x faster with <1% quality loss.
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### Usage
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```scala
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new MiniBatchKMeans()
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.setK(100)
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.setBatchSize(10000) // Points per iteration
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.setMaxIter(200)
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```
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---
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## Coreset Approximation
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Compress data to a small weighted sample that preserves clustering structure.
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### Key Idea
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Instead of n points, cluster a coreset of m << n weighted points that approximate the original data's clustering cost.
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### Construction
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1. Run lightweight clustering (k-means++ sampling)
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2. Assign each point to nearest sample
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3. Weight samples by cluster sizes
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4. Cluster the weighted coreset
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### Theoretical Guarantee
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For an ε-coreset:
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```
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(1-ε) × cost(P, C) ≤ cost(S, C) ≤ (1+ε) × cost(P, C)
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```
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For any center set C, coreset cost approximates true cost.
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### Usage
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```scala
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new CoresetKMeans()
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.setK(20)
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.setCoresetSize(10000) // Compress to 10K points
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.setEpsilon(0.1) // 10% approximation
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```
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---
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## Combining Techniques
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For very large datasets, combine multiple techniques:
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```scala
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// 1B points → 10K coreset → mini-batch clustering
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val coreset = new CoresetKMeans()
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.setCoresetSize(10000)
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.fit(massiveData)
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// Or use streaming for continuous updates
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val streaming = new StreamingKMeans()
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.setK(100)
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.setDecayFactor(0.9)
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```
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---
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## Performance Guidelines
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| Data Size | Recommendation |
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|-----------|---------------|
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| < 100K | Standard GeneralizedKMeans |
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| 100K - 1M | Elkan (automatic for SE) |
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| 1M - 100M | Mini-batch |
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| > 100M | Coreset + Mini-batch |
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---
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## Benchmarks
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On 10M points × 100 dimensions, k=100:
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| Method | Time | Quality (vs optimal) |
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|--------|------|---------------------|
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| Standard | 15 min | 100% |
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| Elkan | 3 min | 100% |
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| Mini-batch (b=10K) | 2 min | 99.5% |
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| Coreset (m=100K) | 30 sec | 98% |
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---
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[Back to Explanation](index.html) | [Home](../)
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---
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title: "Assignment Strategies"
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---
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# Assignment Strategies
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How points are assigned to clusters at scale.
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---
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## Overview
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The assignment step computes the distance from each point to each center and picks the minimum. With n points and k centers, this is O(n × k) distance computations.
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This library provides three strategies:
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| Strategy | Best For | How It Works |
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|----------|----------|--------------|
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| **auto** | Most cases | Automatically selects best strategy |
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| **broadcastUDF** | General Bregman, k < 1000 | Broadcasts centers, UDF computes distances |
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| **crossJoin** | Squared Euclidean, large k | SQL join with vectorized distance |
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---
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## BroadcastUDF Strategy
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**Default for general Bregman divergences.**
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```
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1. Broadcast centers to all executors (small data replicated)
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2. Apply UDF to each row computing distances to all centers
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3. Select minimum distance center
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```
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```scala
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// Pseudocode
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val centersBC = spark.sparkContext.broadcast(centers)
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data.withColumn("prediction",
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udf((features: Vector) => {
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centersBC.value.zipWithIndex.minBy { case (c, _) =>
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divergence.distance(features, c)
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}._2
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})
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)
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```
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**Pros:**
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- Works with any divergence
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- Efficient for small-medium k
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**Cons:**
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- Broadcast overhead grows with k
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- Single-threaded UDF per row
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---
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## CrossJoin Strategy
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**Optimized for Squared Euclidean with large k.**
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```
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1. Explode each point to k rows (one per center)
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2. Compute distances using vectorized SQL
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3. Group by point, select minimum
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```
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```scala
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// Pseudocode
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data
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.crossJoin(centersDF)
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.withColumn("distance", squaredDistance(col("features"), col("center")))
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.groupBy("id")
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.agg(min_by(col("centerId"), col("distance")).as("prediction"))
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```
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**Pros:**
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- Fully vectorized (no UDF overhead)
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- Scales to very large k
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- Benefits from Spark SQL optimizations
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**Cons:**
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- Only works for Squared Euclidean
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- Memory overhead from cross join
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---
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## Auto Strategy
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**Recommended for most users.**
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```scala
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new GeneralizedKMeans()
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.setAssignmentStrategy("auto") // Default
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```
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Selection logic:
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```
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if (divergence == "squaredEuclidean" && k >= threshold)
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use CrossJoin
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else
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use BroadcastUDF
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```
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---
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## When to Override
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### Force CrossJoin for Large k
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```scala
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// k = 10,000 clusters with Squared Euclidean
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new GeneralizedKMeans()
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.setK(10000)
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.setDivergence("squaredEuclidean")
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.setAssignmentStrategy("crossJoin") // Faster for large k
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```
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### Force BroadcastUDF for Small k
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```scala
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// Small k, any divergence
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new GeneralizedKMeans()
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.setK(5)
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.setDivergence("kl")
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.setAssignmentStrategy("broadcastUDF") // Required for non-SE
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```
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---
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## Performance Comparison
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Benchmarks on 1M points × 100 dimensions:
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| k | BroadcastUDF | CrossJoin |
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|---|--------------|-----------|
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| 10 | 15s | 20s |
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| 100 | 18s | 18s |
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| 1,000 | 45s | 25s |
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| 10,000 | 180s | 40s |
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CrossJoin wins for large k due to vectorization.
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---
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## Elkan Acceleration
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For Squared Euclidean, Elkan's algorithm can skip 50-90% of distance computations using the triangle inequality:
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```
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If d(x, old_center) + d(old_center, new_center) < d(x, other_center)
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Then x cannot be closer to other_center
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Skip the distance computation
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```
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Enabled automatically for SE with k ≥ 5.
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---
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## Implementation Details
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Strategies are implemented in `clusterer.ml.df.strategies.impl`:
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- `BroadcastUDFAssignment` — General Bregman
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- `CrossJoinSEAssignment` — Squared Euclidean fast path
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- `AcceleratedSEAssignment` — Elkan acceleration
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---
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[Back to Explanation](index.html) | [Home](../)

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