21 October 2016

Objectives for the week

  • Assignments

  • Review

  • Intro to web scraping

  • Processing strings, including an intro to regular expressions

  • Data and data set transformations with dplyr

Assignment 2

Proposal for your Collaborative Research Project.

Deadline: 28 March

Submit: A (max) 2,000 word proposal created with R Markdown. The proposal will:

  • Be written in R Markdown.

  • State your research question. And justify why it is interesting.

  • Provide a basic literature review (properly cited with BibTeX).

  • Identify data sources and appropriate research methodologies for answering your question.

As always, submit the entire GitHub repo.

Assignment 3

Purpose: Gather, clean, and (begin to) analyse data

Deadline: 11 November

You will submit a GitHub repo that:

  • Gathers web-based data from at least two sources. Cleans and merges the data so that it is ready for statistical analyses.

  • Conducts basic descriptive statistics with the data to address a relevant research question. Could include inferential stats.

  • Briefly describes the results including with dynamically generated tables and figures.

  • Has a write up of 1,500 words maximum that describes the data gathering and analysis, It also will use literate programming.

Assignment 3




This is ideally a good first run at the data gathering and analysis parts of your final project.

Review

What is open public data?

  • Name one challenge and one opportunity presented by open public data.

What is a data API?

What are the characteristics of tidy data?

Why are unique observation IDs so important for data cleaning?

Caveat to Web scraping

I don't expect you to master the tools of web scraping in this course.

I just want you to know that these things are possible, so that you know where to look in future work.

Web scraping

Web scraping simply means gathering data from websites.

Last class we learned a particular form of web scraping: downloading explicitly structured data files/data APIs.

You can also download information that is not as well structured for statistical analysis:

  • HTML tables

  • Text on websites

  • Information that requires you to navigate through web forms

To really master web scraping you need a good knowledge of HTML.

Key tools

The most basic tools for web scraping in R:

  • rvest: scraping + parsing

    • Parsing: the analysis of HTML (and other) markup so that each element is syntactically related in a parse tree.
  • httr: gather data from APIs + simple parsing

  • Also, XML: parsing

Key steps:

  1. Look at the HTML for the webpage you want to scrape (e.g. use Inspect Element in Chrome).

  2. Request a URL with read_html (rvest) or GET (httr).

  3. Extract the specific content nodes from the request with html_nodes.

  4. Convert the nodes to your desired R object type.

  5. Clean content (there are many tools for this suited to a variety of problems).

Web scraping example

Scrape BBC's MP's Expenses table.

HTML markup marks tables using <table> tags.

We can use these to extract tabular information and convert it into data frames.

In particular, we want the table tag with the id expenses_table. This will be the node that we want to extract.

Viewing the web pages source

expenses-table

Web scraping example

library(rvest)
library(dplyr)

URL <- 'http://news.bbc.co.uk/2/hi/uk_news/politics/8044207.stm'

# Get and parse expenses_table from the webpage
ExpensesTable <- URL %>% read_html() %>%
                    html_nodes('#expenses_table') %>%
                    html_table() %>% 
                    as.data.frame

Web scraping example

Now we need to clean the ExpensesTable data frame.

head(ExpensesTable)[, 1:3]
##                      MP Party                                  Seat
## 1      Abbott, Ms Diane   LAB       Hackney North & Stoke Newington
## 2       Adams, Mr Gerry    SF                          West Belfast
## 3         Afriyie, Adam   CON                               Windsor
## 4          Ainger, Nick   LAB Carmarthen West & Pembrokeshire South
## 5   Ainsworth, Mr Peter   CON                           Surrey East
## 6 Ainsworth, Rt Hon Bob   LAB                   Coventry North East

 Background on GET from httr

GET is probably the most common RESTful API verb you will use when webscraping (it is called by read_html).

  • RESTful API (Representational State Transfer) an approach to creating APIs where resources are referenced (usually via URLs) and representations (documents in HTML, JSON, CSV, etc) are transfered.

Another important verb to consider is POST, which allows you to fill in web forms. httr has a POST function

Processing strings

A (frustratingly) large proportion of time web scraping and doing data cleaning generally is taken up with processing strings.

Key tools for processing strings:

  • knowing your encoding and iconv function in base R

  • grep, gsub, and related functions in base R

  • Regular expressions

  • stringr package

Character encoding: Motivation

Sometimes when you load text into R you will get weird symbols like � (the replacement character) or other strange things will happen to the text.

NOTE: remember to always check your data when you import it!

This often happens when R is using the wrong character encoding.

Character encoding

All characters in a computer are encoded using some standardised system.

R can recognise latin1 and UTF-8.

  • latin1 is fairly limited (mostly to the latin alphabet)

  • UTF-8 covers a much wider range of characters in many languages

You may need to use the iconv function to convert a text to UTF-8 before trying to process it.

See also Wiki Books R Programming/Text Processing

grep, gsub, and related functions

Terminology




grep stands for: Globally search a Regular Expression and Print

Matching

You can use grep and grepl to find patterns in a vector.

pets <- c('cats', 'dogs', 'a big snake')

grep(pattern = 'cat', x = pets)
## [1] 1
grepl(pattern = 'cat', pets)
## [1]  TRUE FALSE FALSE
# Subset vector
pets[grep('cats', pets)]
## [1] "cats"

agrep

You can do approximate (fuzzy) string matching with agrep.

agrep(pattern = "lasy", x = "1 lazy 2")
## [1] 1

Manipulation

Use gsub to substitute strings.

gsub(pattern = 'big', replacement = 'small', x = pets)
## [1] "cats"          "dogs"          "a small snake"

Regular expressions

Regular expressions are a powerful tool for finding and manipulating strings.

They are special characters that can be used to search for text.

For example:

  • find characters at only the beginning or end of a string

  • find characters that follow or are preceded by a particular character

  • find only the first or last occurrence of a character in a string

Many more possibilities.

Regular expressions examples

Examples (modified from Robin Lovelace).

base <- c("cat16_24", "25_34cat", "35_44catch",
          "45_54Cat", "55_4fat$", 'colour', 'color')

## Find only all 'cat' regardles of case
grep('cat', base, ignore.case = T)
## [1] 1 2 3 4

Regular expressions examples

# Find only 'cat' at the end of the string with $
grep('cat$', base)
## [1] 2
# Find only 'cat' at the begining of the string with ^
grep('^cat', base)
## [1] 1

Regular expressions examples

# Find zero or one of the preceeding character with ?
grep('colou?r', base)
## [1] 6 7
# Find one or more of the preceeding character with +
grep('colou+r', base)
## [1] 6
# Find '$' with the escape character \
grep('\\$', base)
## [1] 5

Regular expressions examples

# Find string with any single character between 'c' and 'l' with .
grep('c.l', base)
## [1] 6 7
# Find a range of numbers with [ - ]
grep('[1-3]', base)
## [1] 1 2 3
# Find capital letters
grep('[A-Z]', base)
## [1] 4

Simple regular expressions cheatsheet

Character Use
$ characters at the end of the string
^ characters at the beginning of the string
? zero or one of the preceding character
* zero or more of the preceding character
+ one or more of the preceding character
\ escape character use to find strings that are expressions
. any single character
[ - ] a range of characters

Simple regular expressions cheatsheet

String processing with stringr




The stringr package has many helpful functions that make dealing with strings a bit easier.

stringr examples

Remove leading and trailing whitespace (this can be a real problem when creating consistent variable values):

library(stringr)

str_trim(' hello   ')
## [1] "hello"

stringr examples

Split strings (really useful for turning 1 variable into 2):

trees <- c('Jomon Sugi', 'Huon Pine')

str_split_fixed(trees, pattern = ' ', n = 2)
##      [,1]    [,2]  
## [1,] "Jomon" "Sugi"
## [2,] "Huon"  "Pine"

More data transformations with dplyr

The dplyr package has powerful capabilities to manipulate data frames quickly (many of the functions are written in the compiled language C++).

It is also useful for transforming data from grouped observations, e.g. countries, households.

dplyr

Set up for examples

# Create fake grouped data
library(randomNames)
library(dplyr)
library(tidyr)

people <- randomNames(n = 1000)
people <- sort(rep(people, 4))
year <- rep(2010:2013, 1000)
trend_income <- c(30000, 31000, 32000, 33000)
income <-  replicate(trend_income + rnorm(4, sd = 20000),
                     n = 1000) %>%
            data.frame() %>%
            gather(obs, value, X1:X1000)
income$value[income$value < 0] <- 0
data <- data.frame(people, year, income = income$value)

dplyr

head(data)
##            people year    income
## 1 Abassi, Brandon 2010 37797.885
## 2 Abassi, Brandon 2011 24427.928
## 3 Abassi, Brandon 2012 47465.897
## 4 Abassi, Brandon 2013  2362.328
## 5   Abayou, Lanae 2010 82580.029
## 6   Abayou, Lanae 2011  5133.784

Simple dplyr

Select rows

higher_income <- filter(data, income > 60000)

head(higher_income)
##               people year   income
## 1      Abayou, Lanae 2010 82580.03
## 2     Al-Najar, Jack 2012 65012.22
## 3 Andrini, Alexandra 2013 66168.19
## 4    Aneke, Andrissa 2011 64851.27
## 5    Aneke, Andrissa 2013 67349.75
## 6  Anglin, Anamichel 2012 61416.37

Simple dplyr

Select columns

people_income <- select(data, people, income)

# OR

people_income <- select(data, -year)

head(people_income)
##            people    income
## 1 Abassi, Brandon 37797.885
## 2 Abassi, Brandon 24427.928
## 3 Abassi, Brandon 47465.897
## 4 Abassi, Brandon  2362.328
## 5   Abayou, Lanae 82580.029
## 6   Abayou, Lanae  5133.784

dplyr with grouped data

Tell dplyr what the groups are in the data with group_by.

group_data <- group_by(data, people)
head(group_data)[1:5, ]
## Source: local data frame [5 x 3]
## Groups: people [2]
## 
##            people  year    income
##            <fctr> <int>     <dbl>
## 1 Abassi, Brandon  2010 37797.885
## 2 Abassi, Brandon  2011 24427.928
## 3 Abassi, Brandon  2012 47465.897
## 4 Abassi, Brandon  2013  2362.328
## 5   Abayou, Lanae  2010 82580.029

Note: the following functions work on non-grouped data as well.

dplyr with grouped data

Now that we have declared the data as grouped, we can do operations on each group.

For example, we can extract the highest and lowest income years for each person:

min_max_income <- summarize(group_data,
                            min_income = min(income),
                            max_income = max(income))
head(min_max_income)[1:3, ]
## # A tibble: 3 × 3
##            people min_income max_income
##            <fctr>      <dbl>      <dbl>
## 1 Abassi, Brandon   2362.328   47465.90
## 2   Abayou, Lanae   5133.784   82580.03
## 3 Abdella, Jaylin  36800.123   51302.91

dplyr with grouped data

We can sort the data using arrange.

# Sort highest income for each person in ascending order
ascending <- arrange(min_max_income, max_income)
head(ascending)[1:3, ]
## # A tibble: 3 × 3
##                    people min_income max_income
##                    <fctr>      <dbl>      <dbl>
## 1         Sanchez, Hailey          0   17580.20
## 2 Castro Manibusan, David          0   20552.07
## 3             Lark, Joann          0   21369.38

dplyr with grouped data

Add desc to sort in descending order

descending <- arrange(min_max_income, desc(max_income))
head(descending)[1:3, ]
## # A tibble: 3 × 3
##              people min_income max_income
##              <fctr>      <dbl>      <dbl>
## 1    Crowe, Devante   5359.677  113527.53
## 2  Esparza, Makalah      0.000  107412.02
## 3 Sandoval, Kokenia   3834.540   98243.78

dplyr with grouped data

summarize creates a new data frame with the summarised data.

We can use mutate to add new columns to the original data frame.

data <- mutate(group_data,
                min_income = min(income),
                max_income = max(income))
head(data)[1:3, ]
## Source: local data frame [3 x 5]
## Groups: people [1]
## 
##            people  year   income min_income max_income
##            <fctr> <int>    <dbl>      <dbl>      <dbl>
## 1 Abassi, Brandon  2010 37797.88   2362.328    47465.9
## 2 Abassi, Brandon  2011 24427.93   2362.328    47465.9
## 3 Abassi, Brandon  2012 47465.90   2362.328    47465.9

Seminar: Web scraping and data transformations