Quickly identify and group similar text strings in a large dataset
Project description
What is this?
TextPack efficiently groups similar values in large (or small) datasets. Under the hood, it builds a document term matrix of n-grams assigned a TF-IDF score. It then uses matrix multiplication to calculate the cosine similarity between these values. For a technical explanation, I wrote a blog post.
About the fork
This fork from the original at https://github.com/lukewhyte/textpack adds support for adding a topn size to the call to awesome_cossim_topn. The fork is published to https://pypi-hypernode.com/project/textpack2/.
Why do I care?
If you're a analyst, journalist, data scientist or similar and have ever had a spreadsheet, SQL table or JSON string filled with inconsistent inputs like this:
row | fullname |
---|---|
1 | John F. Doe |
2 | Esquivel, Mara |
3 | Doe, John F |
4 | Whyte, Luke |
5 | Doe, John Francis |
And you want to perform some kind of analysis – perhaps in a Pivot Table or a Group By statement – but are hindered by the deviations in spelling and formatting, you can use TextPack to comb thousands of cells in seconds and create a third column like this:
row | fullname | name_groups |
---|---|---|
1 | John F. Doe | Doe John F |
2 | Esquivel, Mara | Esquivel Mara |
3 | Doe, John F | Doe John F |
4 | Whyte, Luke | Whyte Luke |
5 | Doe, John Francis | Doe John F |
We can then group by name_groups
and perform our analysis.
You can also group across multiple columns. For instance, given the following:
row | make | model |
---|---|---|
1 | Toyota | Camry |
2 | toyta | camry DXV |
3 | Ford | F-150 |
4 | Toyota | Tundra |
5 | Honda | Accord |
You can group across make
and model
to create:
row | make | model | car_groups |
---|---|---|---|
1 | Toyota | Camry | toyotacamry |
2 | toyta | camry DXV | toyotacamry |
3 | Ford | F-150 | fordf150 |
4 | Toyota | Tundra | toyotatundra |
5 | Honda | Accord | hondaaccord |
How do I use it?
Installation
pip install textpack
Import module
from textpack import tp
Instantiate TextPack
tp.TextPack(df, columns_to_group, match_threshold=0.75, ngram_remove=r'[,-./]', ngram_length=3)
Class parameters:
df
(required): A Pandas' DataFrame containing the dataset to groupcolumns_to_group
(required): A list or string matching the column header(s) you'd like to parse and groupmatch_threshold
(optional): This is a floating point number between 0 and 1 that represents the cosine similarity threshold we'll use to determine if two strings should be grouped. The closer the threshold to 1, the higher the similarity will need to be considered a match.ngram_remove
(optional): A regular expression you can use to filter characters out of your strings when we build our n-grams.ngram_length
(optional): The length of our n-grams. This can be used in tandem withmatch_threshold
to find the sweet spot for grouping your dataset. If TextPack is running slow, it's usually a sign to consider raising the n-gram length.
TextPack can also be instantiated using the following helpers, each of which is just a wrapper that converts a data format to a Pandas DataFrame and then passes it to TextPack. Thus, they all require a file path, columns_to_group
and take the same three optional parameters as calling TextPack
directly.
tp.read_csv(csv_path, columns_to_group, match_threshold=0.75, ngram_remove=r'[,-./]', ngram_length=3)
tp.read_excel(excel_path, columns_to_group, sheet_name=None, match_threshold=0.75, ngram_remove=r'[,-./]', ngram_length=3)
tp.read_json(json_path, columns_to_group, match_threshold=0.75, ngram_remove=r'[,-./]', ngram_length=3)
Run Textpack and group values
TextPack objects have the following public properties:
df
: The dataframe used internally by TextPack – manipulate as you see fitgroup_lookup
: A Python dictionary built bybuild_group_lookup
and then used byadd_grouped_column_to_data
to lookup each value that has a group. It looks like this:
{
'John F. Doe': 'Doe John F',
'Doe, John F': 'Doe John F',
'Doe, John Francis': 'Doe John F'
}
Textpack objects also have the following public methods:
build_group_lookup()
: Runs the cosine similarity analysis and buildsgroup_lookup
.add_grouped_column_to_data(column_name='Group')
: Uses vectorization to map values to groups viagroup_lookup
and add the new column to the DataFrame. The column header can be set viacolumn_name
.set_match_threshold(match_threshold)
: Modify the match threshold internally.set_ngram_remove(ngram_remove)
: Modify the n-gram regex filter internally.set_ngram_length(ngram_length)
: Modify the n-gram length internally.run(column_name='Group')
: A helper function that callsbuild_group_lookup
followed byadd_grouped_column_to_data
.
Export our grouped dataset
export_json(export_path)
export_csv(export_path)
A simple example
from textpack import tp
cars = tp.read_csv('./cars.csv', ['make', 'model'], match_threshold=0.8, ngram_length=5)
cars.run()
cars.export_csv('./cars-grouped.csv')
Troubleshooting
I'm getting a Memory Error!
Some users have triggered memory errors when parsing big data sets. This StackOverflow post has proved useful.
How does it work?
As mentioned above, under the hood, we're building a document term matrix of n-grams assigned a TF-IDF score. We're then using matrix multiplication to quickly calculate the cosine similarity between these values.
I wrote this blog post to explain how TextPack works behind the scene. Check it out!
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