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License: GPL v3 R build status codecov Lifecycle: experimental

LinkTools

About LinkTools

Motivation

LinkTools facilitates the linkage of datasets by providing accessible approaches to two tasks: Record Linkage and Entity Linking. It is developed in the measure Linking Textual Data in KonsortSWD within the National Research Data Infrastructure Germany (NFDI) and has the goal to make linking textual data more accessible.

Purpose

Once finalized, four steps should be integrated into this R package:

  • the preparation of datasets which should be linked, i.e. the transformation into a comparable format and the assignment of new information, in particular shared unique identifiers
  • the merge of datasets based on these identifiers
  • the encoding or enrichment of the data with different output formats (data.table, XML or CWB)
  • the package includes a wrapper for the Named Entity Linking of textual data based on DBpedia Spotlight

A major focus of this package is the provision of an intuitive workflow with transparency and robustness. Documentation, validity and user experience as well as training and education are at the heart of this development. Consequently, the processes of linkage and linking should be designed as approachable as possible - using GUIs and feedback - as well as robust and repeatable.

Current Status

The Record Linkage functionality is maturing and the current state is documented in the package vignette. Record Linkage with CWB corpora is currently implemented. Entity Linking using DBpedia Spotlight as the backend is currently in development.

Core functionality of LinkTools

library(LinkTools)

Record Linkage

The LTDataset class, an R6 class, is the main driver of the Record Linkage process within the LinkTools package. Aside from the wrangling of the textual data input, its core functionality includes the merge of metadata found in text corpora and external datasets. To this end, first, a strict merge of exact matches is performed. Thereafter, if observations could not be joined directly, a fuzzy matching approach is possible in which LinkTools suggests matches based on different measures of string distance. In this stage, the manual inspection of these suggestions and the addition of missing values is possible.

The vignette shows this for larger data and a real external dataset. In the following a short artificial example is provided. It is assumed that the following two resources should be linked:

Text corpus

library(polmineR)
use("polmineR")
## ✔ corpus loaded: GERMAPARLMINI (version: 0.1.0 | build date: 2023-04-16)

GermaParlMini is a sample corpus of the larger GermaParl corpus of parliamentary debates. It is provided by the polmineR R package. It contains a number of metadata such as the speaker name and the party of a speaker. To show the capabilities of the tool, a small sample of this dataset is used.

germaparlmini_session <- polmineR::corpus("GERMAPARLMINI") |>
  polmineR::subset(date == "2009-11-12")

The metadata used for linking looks like the following:

speaker party
Alexander Bonde B90_DIE_GRUENEN
Barbara Hendricks SPD
Birgitt Bender B90_DIE_GRUENEN
Carl-Ludwig Thiele FDP
Carola Reimann SPD
Elisabeth Scharfenberg B90_DIE_GRUENEN
Elke Ferner SPD
Gerda Hasselfeldt NA
Gesine Lötzsch DIE_LINKE
Hermann Otto Solms NA
Jens Spahn CDU_CSU
Joachim Poß SPD
Norbert Lammert NA
Philipp Rösler FDP
Rolf Koschorrek CDU_CSU
Ulrike Flach FDP
Wolfgang Schäuble CDU_CSU
Wolfgang Zöller CDU_CSU

External Data

To show the (fuzzy) matching possibilities of the package, an artificial dataset is created on the spot. It is created by modifying the speaker data found in the textual data by introducing some deviation. In consequence, it contains most of the speakers in the textual data shown above as well as the same metadata plus a variable called “ID” which represents the additional information we want to add to the textual data. To showcase the fuzzy matching, this artificial dataset also contains some typos in the names of the speakers as well as a differently named column for the speaker names.

For a real dataset, please see the package vignette.

name party id
Alexander Bodne B90_DIE_GRUENEN ID_1
Barbara Hendricks SPD ID_2
Birgitt Bender B90_DIE_GRUENEN ID_3
Carl-Ludwig Thiele FDP ID_4
Carola Reimann SPD ID_5
Elisabeth Scharfenberg B90_DIE_GRUENEN ID_6
Gerda Hassefleldt NA ID_7
Gesine Lötzsch DIE_LINKE ID_8
Hermann Otto Somls NA ID_9
Jens Sphan CDU_CSU ID_10
Joachim Poß SPD ID_11
Norbert Lamemrt NA ID_12
Philipp Rösler FDP ID_13
Rolf Koschorrek CDU_CSU ID_14
Ulrike Flcah FDP ID_15
Wolfgang Schäuble CDU_CSU ID_16
Wolfgang Zöller CDU_CSU ID_17

Step 1: Instantiating the LTDataset class

The LTDataset class is instantiated with the names of the two resources and some additional information. The package vignette shows some more arguments. Also see ?LTDataset for more in-depth documentation of these arguments.

LTD <- LTDataset$new(textual_data = germaparlmini_session,
                     textual_data_type = "cwb",
                     external_resource = artificial_id_data,
                     attr_to_add = c("id_in_corpus" = "id"),
                     match_by = c("speaker" = "name",
                                  "party" = "party"),
                     forced_encoding = "UTF-8")

Step 2: Join strictly

With the shared attributes provided in the match_by argument, the two datasets are joined.

LTD$join_textual_and_external_data()
## ... decoding s_attribute speaker

## ... decoding s_attribute party

## ℹ Preparing region matrix for encoding.

## ✔ joined textual and external data.

After this join, a data.table object can be created. This can be used to inspect the results of the join directly. Each row in which the ID column is “NA” was not matched.

LTD$create_attribute_region_datatable()
LTD$attrs_by_region_dt |>
  unique() |>
  data.table::setorder(speaker) |>
  knitr::kable(format = "markdown")
speaker party id_in_corpus
Alexander Bonde B90_DIE_GRUENEN NA
Barbara Hendricks SPD ID_2
Birgitt Bender B90_DIE_GRUENEN ID_3
Carl-Ludwig Thiele FDP ID_4
Carola Reimann SPD ID_5
Elisabeth Scharfenberg B90_DIE_GRUENEN ID_6
Elke Ferner SPD NA
Gerda Hasselfeldt NA NA
Gesine Lötzsch DIE_LINKE ID_8
Hermann Otto Solms NA NA
Jens Spahn CDU_CSU NA
Joachim Poß SPD ID_11
Norbert Lammert NA NA
Philipp Rösler FDP ID_13
Rolf Koschorrek CDU_CSU ID_14
Ulrike Flach FDP NA
Wolfgang Schäuble CDU_CSU ID_16
Wolfgang Zöller CDU_CSU ID_17

Step 3: Check and add missing values

If there are cases in which a match was not possible - for example because of slight differences in the two datasets - manual annotation supported by fuzzy matching is possible.

In an interactive process, realized with shiny, suggestions based on the fuzzy matching of attributes are provided and can be checked manually. Remaining missing attributes can be added to the metadata of the corpus.

LTD$check_and_add_missing_values(modify = TRUE,
                                 match_fuzzily_by = "speaker",
                                 doc_dir = tempdir())

The screenshot below should serve as an illustration of this interactive element.

Interactive and manual control of suggestions in LinkTools v0.0.1.9005

A final functionality allows to write the new attribute back into the CWB corpus.

LinkTools and other Resources

The purpose of LinkTools is to provide an integrated user experience for interested persons wanting to link textual data with other types of data. The package thus will handle different data types which are important in the realm of textual data, taking care of preprocessing and the enrichment of the data in a robust and transparent manner. It provides access to different existing approaches of linking and linkage, lowering barriers to make use of available resources.

Focusing on textual data, the code base of the PolMine project is at the core of LinkTools. In particular, the R package polmineR is used to manage large CWB corpora. In the future, a broader scope of input will be covered. The strict merging in the record linkage workflow is mainly realized with data.table. The fuzzy - or probabilistic - joins are mainly realized using the R packages fuzzyjoin and stringdist.

Dependencies

Running the Vignette requires the availability of the GermaParlMini CWB corpus and the btmp data package which provides the external data for linking.

Installation

remotes::install_github("PolMine/LinkTools")

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R package with tools for data linkage

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