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Phonetic algorithm for indexing words

Metaphone is a phonetic algorithm, published by Lawrence Philips in 1990, for indexing words by their English pronunciation. It fundamentally improves on the Soundex algorithm by using information about variations and inconsistencies in English spelling and pronunciation to produce a more accurate encoding, which does a better job of matching words and names which sound similar. As with Soundex, similar sounding words should share the same keys. Metaphone is available as a built in operator in a number of systems. Philips later produced a new version of the algorithm, which he named Double Metaphone. Contrary to the original algorithm whose application is limited to English only, this version takes into account spelling peculiarities of a number of other languages. In 2009 Philips released a third version, called Metaphone 3, which achieves an accuracy of approximately 99% for English words, non English words familiar to Americans, and first names and family names commonly found in the United States, having been developed according to modern engineering standards against a test harness of prepared correct encodings.

Original Metaphone codes use the 16 consonant symbols 0BFHJKLMNPRSTWXY. The '0' represents "th" (as an ASCII approximation of Θ), 'X' represents "sh" or "ch", and the others represent their usual English pronunciations. The vowels AEIOU are also used, but only at the beginning of the code. This table summarizes most of the rules in the original implementation:

Drop duplicate adjacent letters, except for C.
If the word begins with 'KN', 'GN', 'PN', 'AE', 'WR', drop the first letter. Drop 'B' if after 'M' at the end of the word. 'C' transforms to 'X' if followed by 'IA' or 'H' (unless in latter case, it is part of ' SCH ', in which case it transforms to 'K'). 'C' transforms to 'S' if followed by 'I', 'E', or 'Y'. Otherwise, 'C' transforms to 'K'. 'D' transforms to 'J' if followed by 'GE', 'GY', or 'GI'. Otherwise, 'D' transforms to 'T'. Drop 'G' if followed by 'H' and 'H' is not at the end or before a vowel. Drop 'G' if followed by 'N' or 'NED' and is at the end. 'G' transforms to 'J' if before 'I', 'E', or 'Y', and it is not in 'GG'. Otherwise, 'G' transforms to 'K'. Drop 'H' if after vowel and not before a vowel. 'CK' transforms to 'K'. 'PH' transforms to 'F'. 'Q' transforms to 'K'. 'S' transforms to 'X' if followed by 'H', 'IO', or 'IA'. 'T' transforms to 'X' if followed by 'IA' or 'IO'. 'TH' transforms to '0'. Drop 'T' if followed by 'CH'. 'V' transforms to 'F'. 'WH' transforms to 'W' if at the beginning. Drop 'W' if not followed by a vowel. 'X' transforms to 'S' if at the beginning. Otherwise, 'X' transforms to 'KS'. Drop 'Y' if not followed by a vowel. 'Z' transforms to 'S'. Drop all vowels unless it is the beginning. This table does not constitute a complete description of the original Metaphone algorithm, and the algorithm cannot be coded correctly from it. Original Metaphone contained many errors and was superseded by Double Metaphone, and in turn Double Metaphone and original Metaphone were superseded by Metaphone 3, which corrects thousands of miscodings that will be produced by the first two versions. To implement Metaphone without purchasing a (source code) copy of Metaphone 3, the reference implementation of Double Metaphone can be used. Alternatively, version 2.1.3 of Metaphone 3, an earlier 2009 version without a number of encoding corrections made in the current version, version 2.5.4, has been made available under the terms of the BSD License via the OpenRefine project.

The Double Metaphone phonetic encoding algorithm is the second generation of this algorithm. Its implementation was described in the June 2000 issue of C/C++ Users Journal. It makes a number of fundamental design improvements over the original Metaphone algorithm. It is called "Double" because it can return both a primary and a secondary code for a string; this accounts for some ambiguous cases as well as for multiple variants of surnames with common ancestry. For example, encoding the name "Smith" yields a primary code of SM0 and a secondary code of XMT, while the name "Schmidt" yields a primary code of XMT and a secondary code of SMT—both have XMT in common. Double Metaphone tries to account for myriad irregularities in English of Slavic, Germanic, Celtic, Greek, French, Italian, Spanish, Chinese, and other origins. Thus it uses a much more complex ruleset for coding than its predecessor; for example, it tests for approximately 100 different contexts of the use of the letter C alone.

A professional version was released in October 2009, developed by the same author, Lawrence Philips. It is a commercial product sold as source code. Metaphone 3 further improves phonetic encoding of words in the English language, non English words familiar to Americans, and first names and family names commonly found in the United States. It improves encoding for proper names in particular to a considerable extent. The author claims that in general it improves accuracy for all words from the approximately 89% of Double Metaphone to 98%. Developers can also now set switches in code to cause the algorithm to encode Metaphone keys 1) taking non initial vowels into account, as well as 2) encoding voiced and unvoiced consonants differently. This allows the result set to be more closely focused if the developer finds that the search results include too many words that don't resemble the search term closely enough. Metaphone 3 is sold as C++, Java, C#, PHP, Perl, and PL/SQL source, Ruby and Python wrappers accessing a Java jar, and also Metaphone 3 for Spanish and German pronunciation available as Java and C# source. The latest revision of the Metaphone 3 algorithm is v2.5.4, released March 2015. The Metaphone3 Java source code for an earlier version, 2.1.3, lacking a large number of encoding corrections made in the current version, version 2.5.4, was included as part of the OpenRefine project and is publicly viewable.

Metaphone is useful for English variants and other languages, having been preferred to Soundex in several Indo European languages. On the other hand, rough phonetic encoding causes language dependency — or, in a language variant, average language speaker dependency — mainly for non English variants. Perhaps the first example of stable adaptation of non English metaphone was Brazilian Portuguese: it originated in ~2008 as a database solution in Várzea Paulista municipality of Brazil, and it evolved to the current metaphone ptbr algorithm.