Loren on the Art of MATLAB

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Web Scraping and Mining Unstructured Data with MATLAB

A lot of information is shared on the web and a lot of people are interested in taking advantage of it. It can be used to enrich the existing data, for example. However, information is buries in HTML tags and it is not easy to extract useful information. Today's guest blogger, Toshi Takeuchi shows us how he uses MATLAB for web scraping to harvest useful data from the web and then uses fuzzy string match to enrich existing data.

Contents

NIPS 2015 Papers

Web scraping is actually pretty easy with MATLAB thanks to new string fucntions introdiced in R2016B.

I am going to use as an example the same data used in Text Mining Machine Learning Research Papers with MATLAB.

If you would like to follow along, please download

Here I am using sqlite in Database Toolbox to load data from a sqlite file. If you don't have Database Toolbox, you can try readtable to read CSV files. Authors table only list names, but I want to enrich it with authors' affilation to see which organizations are active in this academic conference.

db = 'output/database.sqlite';                                  % database file
conn = sqlite(db,'readonly');                                   % create connection
Authors = fetch(conn,'SELECT * FROM Authors');                  % get data with SQL command
Papers = fetch(conn,'SELECT * FROM Papers');                    % get data with SQL command
PaperAuthors = fetch(conn,'SELECT * FROM PaperAuthors');        % get data with SQL command
close(conn)                                                     % close connection
Authors = cell2table(Authors,'VariableNames',{'ID','Name'});    % convert to table
Papers = cell2table(Papers,'VariableNames', ...                 % convert to table
    {'ID','Title','EventType','PdfName','Abstract','PaperText'});
PaperAuthors = cell2table(PaperAuthors,'VariableNames', ...     % convert to table
    {'ID','PaperID','AuthorID'});
head(Authors)
ans =
  8×2 table
    ID              Name         
    ___    ______________________
    178    'Yoshua Bengio'       
    200    'Yann LeCun'          
    205    'Avrim Blum'          
    347    'Jonathan D. Cohen'   
    350    'Samy Bengio'         
    521    'Alon Orlitsky'       
    549    'Wulfram Gerstner'    
    575    'Robert C. Williamson'

Luckily, there is an HTML file that lists each paper with its authors and their affiliation. Each list item start with <i><span class="larger-font"> and ends with </b><br><br>, titles and authors are separated by </span></i><br><b>, mutiple co-authors by semicolon, and finally the names and affiliation by comma.

dbtype output/accepted_papers.html 397:400
397           <div><div><h3>NIPS 2015 Accepted Papers</h3><p><br></p>
398   <i><span class="larger-font">Double or Nothing: Multiplicative Incentive Mechanisms for Crowdsourcing</span></i><br><b>
399   Nihar Shah*, UC Berkeley; Dengyong Zhou, MSR</b><br><br><i><span class="larger-font">Learning with Symmetric Label Noise: The Importance of Being Unhinged</span></i><br><b>
400   Brendan van Rooyen, NICTA; Aditya Menon*, NICTA; Robert Williamson, NICTA</b><br><br><i><span class="larger-font">Algorithmic Stability and Uniform Generalization</span></i><br><b>

Since I have the html file locally, I use fileread to load text from it. If you want to scape a web page directly, you would use webread instead. Imported text is converted into string to take advantage of built-in string functions,

html = string(fileread('output/accepted_papers.html'));         % load text from file
% html = string(webread('https://nips.cc/Conferences/2015/AcceptedPapers'));

Scraping Data from a Web Page

Usually scraping data from a web page or other unstructured text data sources requires regular expressions and many people find it powerful but very difficult to use. String functions in MATLAB like extractBetween, extractBefore, extractAfter, erase, and replace makes it ridiculously simple!

pattern1 = '<div><h3>NIPS 2015 Accepted Papers</h3><p><br></p>';% start of list
pattern2 = '</div>  <!--div class="col-xs-12 col-sm-9"-->';     % end of list
list = extractBetween(html, pattern1, pattern2);                % extract list
pattern1 = '<i><span class="larger-font">';                     % start of list item
pattern2 = '</b><br><br>';                                      % end of list item
listitems = extractBetween(list, pattern1, pattern2);           % extract list items
pattern1 = ['</span></i><br><b>' newline];                      % end of title
titles = extractBefore(listitems,pattern1);                     % extract titles
namesorgs = extractAfter(listitems,pattern1);                   % extract names orgs
namesorgs = erase(namesorgs,'*');                               % erase *
namesorgs = erase(namesorgs,'"');                               % erase "
namesorgs = replace(namesorgs,'  ', ' ');                       % remove double space
disp([titles(1:2) namesorgs(1:2)])
    "Double or Nothing: Multiplicati…"    "Nihar Shah, UC Berkeley; Dengyo…"
    "Learning with Symmetric Label N…"    "Brendan van Rooyen, NICTA; Adit…"

Since multiple co-authors are still contained in a single string, let's separate them into a list of co-authors and their affilation. When you split a string, you get varying number of substrings depending on each row. So we need to use arrayfun to parse|UniformOutput| option set to false to split it row by row, trim the result with strtrim the cell aray with vertcat to get the list of coauthors with their affiliation.

namesorgs = replace(namesorgs,'&amp;','&');                     % revert escaped &
namesorgs = erase(namesorgs,[char(194) ' </b><span><strong>']); % remove extra tags
namesorgs = replace(namesorgs,['</strong></span><b>' ...        % replace missing semicolon
    char(194)],';');
coauth = arrayfun(@(x) strtrim(split(x,';')), namesorgs, ...    % split by semicolon
    'UniformOutput', false);                                    % and trim white space
coauth = vertcat(coauth{:});                                    % unnest cell array
coauth(1:5)
ans = 
  5×1 string array
    "Nihar Shah, UC Berkeley"
    "Dengyong Zhou, MSR"
    "Brendan van Rooyen, NICTA"
    "Aditya Menon, NICTA"
    "Robert Williamson, NICTA"

Matching Scraped Data to Database Table

You now see how easy web scraping is with MATLAB.

Now that we have the list of names with affiliation, we just have to match it to the Authors table by name, right? Unfortunately, we see a lot of missing values because the names didn't match even with contains partial match function.

The real hard part now is what to do after you scraped the data from the web.

authors = Authors.Name;                                         % author names
names = strtrim(extractBefore(coauth,','));                     % extract and trim names
org = strings(length(authors),1);                               % initialize accumulator
for ii = 1:length(authors)                                      % for each name in |authors|
    res = coauth(contains(names,authors(ii)));                  % find match in |names|
    if isempty(res)                                             % if no match
        org(ii) = missing;                                      % mark it missing
    end
    res = extractAfter(res,',');                                % extract after comma
    res = strtrim(res);                                         % remove white space
    res = unique(res);                                          % remove duplicates
    res(strlength(res) == 0) = [];                              % remove emptry string
    if length(res) == 1                                         % if single string
        org(ii) = res;                                          % use it as is
    elseif length(res) > 1                                      % if multiple string
        org(ii) = join(res,';');                                % join them with semicolon
    else                                                        % otherwise
        org(ii) = missing;                                      % mark it missing
    end
end
head(table(authors, org, 'VariableNames',{'Name','Org'}))
ans =
  8×2 table
             Name                              Org                 
    ______________________    _____________________________________
    'Yoshua Bengio'           "U. Montreal"                        
    'Yann LeCun'              "New York University"                
    'Avrim Blum'              <missing>                            
    'Jonathan D. Cohen'       <missing>                            
    'Samy Bengio'             "Google Research"                    
    'Alon Orlitsky'           "University of California, San Diego"
    'Wulfram Gerstner'        "EPFL"                               
    'Robert C. Williamson'    <missing>                            

For example, the partial match doesn't work if middle initial is missing or nicknames are used instead of full names. There can be other irregularities. Yikes, we are dealing with unstructured data!

[authors(4) coauth(contains(names,'Jonathan Cohen'));
    authors(8) coauth(contains(names,'Robert Williamson'));
    authors(406) coauth(contains(names,'Sanmi Koyejo'));
    authors(440) coauth(contains(names,'Danilo Rezende'));
    authors(743) coauth(contains(names,'Bill Dally'));
    authors(769) coauth(contains(names,'Julian Yarkony'))]
ans = 
  6×2 string array
    "Jonathan D. Cohen"         "Jonathan Cohen, Princeton Unive…"
    "Robert C. Williamson"      "Robert Williamson, NICTA"         
    "Oluwasanmi O. Koyejo"      "Sanmi Koyejo, Stanford University"
    "Danilo Jimenez Rezende"    "Danilo Rezende, Google DeepMind"  
    "William Dally"             "Bill Dally , Stanford Universit…"
    "Julian E. Yarkony"         "Julian Yarkony, Dr."              

Fuzzy String Matching

What can we do when exact match approach doesn't work? Maybe we can come up with various rules to match strings using regular expressions, but that is very time consuming. Let's revisit the 40-year-old Algorithm That Cannot Be Improved to solve this problem. I created a new custom function levenshtein for this example. It calculates the edit distance that measures the minimum number of edit operations required to transform one string into another,as a way to quantify how similar or dissimilar they are. For more details of this algorithm, please check out the blog post linked above

Converting Sunday to Saturday requires 3 edit operations.

levenshtein('sunday', 'saturday')
ans =
     3

Perhaps it is easier to understand if I show how similar they are as match rate rather than number of edit operations?

levenshtein('sunday', 'saturday', 'ratio')
ans =
      0.78571

Now we can find "Jonathan Cohen" in the top 3 matches for "Jonathan D. Cohen".

fhandle = @(s) levenshtein(authors(4), s, 'ratio');             % function handle
ratios = arrayfun(fhandle, extractBefore(coauth,','));          % get match rates
[~,idx] = sort(ratios,'descend');                               % rank by match rate
[repmat(authors(4),[3,1]) coauth(idx(1:3)) ratios(idx(1:3))]
ans = 
  3×3 string array
    "Jonathan D. Cohen"    "Jonathan Cohen, Pr…"    "0.90323"
    "Jonathan D. Cohen"    "Jonathan Bassen, s…"    "0.8125" 
    "Jonathan D. Cohen"    "Jonathan Vacher, U…"    "0.8125" 

Validating Fuzzy Match Results

Let;s try this approach for the first 10 missing names with ignoreCase option enabled. It looks like we can be fairly confident about the result as long as the maximum match rate is 0.8 or higher.

org(org == 'Dr.') = missing;                                    % remove salutation
missing_ids = find(ismissing(org));                             % get missing ids
matches = strings(1,3);                                         % initialize accumulator
for ii = 1:10                                                   % for each missing id
    cid = missing_ids(ii);                                      % current id
    fhandle = @(s) levenshtein(authors(cid), s, 'ratio', 'ingoreCase');
    ratios = arrayfun(fhandle, names);                          % get match rates
    [~,idx] = max(ratios);                                      % get index of max value
    matches(ii,:) = [authors(cid) coauth(idx) ratios(idx)];     % update accumulator
end
matches
matches = 
  10×3 string array
    "Avrim Blum"              "Manuel Blum, Unive…"    "0.71429"
    "Jonathan D. Cohen"       "Jonathan Cohen, Pr…"    "0.90323"
    "Robert C. Williamson"    "Robert Williamson,…"    "0.91892"
    "Juergen Schmidhuber"     "J?rgen Schmidhuber,"     "0.94595"
    "Wolfgang Maass"          "Wolfgang Maass,"         "1"      
    "Robert E. Schapire"      "Robert Schapire, M…"    "0.90909"
    "Tomás Lozano-Pérez"    "Tomás Lozano-Pér…"    "1"      
    "Dit-Yan Yeung"           "Dit Yan Yeung, HKUST"    "0.96154"
    "Geoffrey J. Gordon"      "Geoff Gordon, CMU"       "0.8"    
    "Brendan J. Frey"         "Brendan Frey, U. T…"    "0.88889"

Updating Missing Values with Fuzzy Match Result

Now we can apply this approach to update the missing values. Now 89.3% of missing values are identified!

for ii = 1:length(missing_ids)                                  % for each missing id
    cid = missing_ids(ii);                                      % current id
    fhandle = @(s) levenshtein(authors(cid), s, 'ratio', 'ignoreCase');
    ratios = arrayfun(fhandle, names);                          % get match rates
    [~,idx] = max(ratios);                                      % get index of max value
    if ratios(idx) >= 0.8                                       % if max is 0.8
        res = extractAfter(coauth(idx),',');                    % get org name
        res = strtrim(res);                                     % trim white spaces
        if strlength(res) == 0                                  % if null string
            org(cid) = 'UNK';                                   % unknown
        else                                                    % otherwise
            org(cid) = res;                                     % update org
        end
    end
end
fprintf('Missing reduced by %.1f%%\n', (1 - sum(ismissing(org))/length(missing_ids))*100)
Missing reduced by 89.3%

Reviewing Unmatched

When you review what was not matched, you can see that they were no good matches except for "John W. Fisher III", "Oluwasanmi O. Koyejo", or "Danielo Jimenz Rezende". They have much lower match rate and didn't make the cut, but we don't necessarily ease the cut-off. Is there an alternative?

missing_ids = find(ismissing(org));                             % get missing ids
matches = strings(1,3);                                         % initialize accumulator
for ii = 1:10                                                   % for each missing id thru 10th
    cid = missing_ids(ii);                                      % current id
    fhandle = @(s) levenshtein(authors(cid), s, 'ratio', 'ignoreCase');
    ratios = arrayfun(fhandle, names);                          % get match rates
    [~,idx] = max(ratios);                                      % get index of max value
    matches(ii,:) = [authors(cid) coauth(idx) ratios(idx)];     % update accumulator
end
matches
matches = 
  10×3 string array
    "Avrim Blum"              "Manuel Blum, Unive…"    "0.7619" 
    "John W. Fisher III"      "John Fisher, MIT"        "0.75862"
    "Özgür ÅžimÅŸek"        "Ozgur Simsek, Max …"    "0.71429"
    "Joseph J. Lim"           "Joseph Salmon, Tel…"    "0.76923"
    "Pascal Fua"              "Pascal Vincent, U.…"    "0.70833"
    "François Fleuret"       "Matthias Feurer, U…"    "0.71875"
    "Oluwasanmi O. Koyejo"    "Sanmi Koyejo, Stan…"    "0.75"   
    "Samet Oymak"             "James Kwok, Hong K…"    "0.71429"
    "Danilo Jimenez Rez…"    "Danilo Rezende, Go…"    "0.77778"
    "Kafui Dzirasa"           "Rahul Krishnan, Ne…"    "0.66667"

Substring Match

Instead of trying to match the whole string, we can reorder and find the most similar substring with the longer string based on the shorter string using ignore order and partial options:

  • ignoreOrder breaks strings into tokens, reorder tokens by finding union and intersection of tokens, and compute edit distance.
  • partial finds substring within longer string that is closest to the shorter string.

This clearly gives higher match rates for in some specific cases. "John W. Fisher III" can be reordered to "John Fisher III W." and the first two tokens (a substring) matches "John Fisher", which makes it a 100% match.

matches = strings(1,3);                                         % initialize accumulator
for ii = 1:10                                                   % for each missing id thru 10th
    cid = missing_ids(ii);                                      % current id
    fhandle = @(s) levenshtein(authors(cid), s, 'ratio', 'ingoreCase', 'ignoreOrder', 'partial');
    ratios = arrayfun(fhandle, names);                          % get match rates
    [~,idx] = max(ratios);                                      % get index of max value
    matches(ii,:) = [authors(cid) coauth(idx) ratios(idx)];     % update accumulator
end
matches
matches = 
  10×3 string array
    "Avrim Blum"              "Manuel Blum, Unive…"    "0.75"   
    "John W. Fisher III"      "John Fisher, MIT"        "1"      
    "Özgür ÅžimÅŸek"        "Ozgur Simsek, Max …"    "0.66667"
    "Joseph J. Lim"           "Joseph Wang,"            "0.81818"
    "Pascal Fua"              "Pascal Vincent, U.…"    "0.85"   
    "François Fleuret"       "Tian Tian, Tsinghu…"    "0.75"   
    "Oluwasanmi O. Koyejo"    "Sanmi Koyejo, Stan…"    "0.79167"
    "Samet Oymak"             "James Hensman, The…"    "0.77273"
    "Danilo Jimenez Rez…"    "Danilo Rezende, Go…"    "1"      
    "Kafui Dzirasa"           "Kai Fan, Duke Univ…"    "0.71429"

Updating Missing Values with Substring Match Result

Substring match is a tricky choice - it can produce more false positives.So let's use match rate of 0.9 or above for cut-off. With this approach, the missing values were further reduced by 35.5%.

for ii = 1:length(missing_ids)                                  % for each missing id
    cid = missing_ids(ii);                                      % current id
    fhandle = @(s) levenshtein(authors(cid), s, 'ratio', 'ingoreCase', 'ignoreOrder', 'partial');
    ratios = arrayfun(fhandle, names);                          % get match rates
    [~,idx] = max(ratios);                                      % get index of max value
    if ratios(idx) >= 0.9                                       % if max is 0.9
        res = extractAfter(coauth(idx),',');                    % get org name
        res = strtrim(res);                                     % trim white spaces
        if strlength(res) == 0                                  % if null string
            org(cid) = 'UNK';                                   % unknown
        else                                                    % otherwise
            org(cid) = res;                                     % update org
        end
    end
end
fprintf('Missing reduced by %.1f%%\n', (1 - sum(ismissing(org))/length(missing_ids))*100)
Missing reduced by 35.5%

Visualizing Paper Author Affiliation

Now we can use the matched data to visualize the graph formed by Paper Author Affiliation. PaperAuthor table can be seen as the edge list where paper and authors represents nodes of a graph and each row represents an edge. We just need to replace authors with their affiliation so that each node represents a paper or the affiliation of its authors, and edges represents the authorship of the paper.

  • A paper has multiple incoming edges if co-authored by scholars from multiple organizations,
  • and those papers are also connected to other node if their co-authors also contribute to other papers.
  • Papers authored within the same organization will be isolated, and it is removed from the graph for simplifying visualzation.
  • The resulting graph represents the largest connected component of the overall graph.
  • Node size and color reflects outdegrees - how many papers is contributed by the members of a given organization

This visualization shows that we have more work to do - for example, "University of Texas Austin" and "UT Austin" are the same organization but we have two separate nodes because organizatoin names are not standardized, and that means some organizations are probably under-reprsented. Can you improve this visualzation?

Af = table(Authors.ID,org, 'VariableNames',{'AuthorID','Org'}); % affiliation
Af(Af.Org == 'UNK' | ismissing(Af.Org),:) = [];                 % remove UNK & missing
T = innerjoin(PaperAuthors(:,2:3), Af);                         % join with PaperAuthors
T = innerjoin(T,Papers(:,[1,2]), 'Keys', 1);                    % join with Papers
[T,~,idx] = unique(T(:,[3,4]),'rows');                          % remove duplicate rows
w = accumarray(idx,1);                                          % count duplicates
s = cellstr(T.Org);                                             % convert to cellstr
t = cellstr(T.Title);                                           % convert to cellstr
G = digraph(s,t, w);                                            % create directed graph
bins = conncomp(G,'type', 'weak', 'OutputForm', 'cell');        % get connected comps
[~, idx] = max(cellfun(@length, bins));                         % find largest comp
G = subgraph(G, bins{idx});                                     % subgraph largest comp
figure                                                          % new figure
colormap cool                                                   % use cool colormap
msize = 10*(outdegree(G) + 3)./max(outdegree(G));               % marker size
ncol = outdegree(G) + 3;                                        % node colors
named = outdegree(G) > 7;                                       % nodes to label
h = plot(G, 'MarkerSize', msize, 'NodeCData', ncol);            % plot graph
layout(h,'force3','Iterations',30)                              % change layout
labelnode(h, find(named), G.Nodes.Name(named));                 % add node labels
title('NIPS 2015 Papers - Author Affilation Graph')             % add title
axis tight off                                                  % set axis
set(gca,'clipping','off')                                       % turn off clipping
zoom(1.3)                                                       % zoom in

Summary

Web scraping can be a very useful skill to have to collect information from the web, and MATLAB makes it very easy to extract information from a web page. The resulting data is often unstructured, but you can deal with it using techniques like fuzzy string matching.

I hope this example gives you a lot of new ideas. Give it a try and let us know how your experience goes here!




Published with MATLAB® R2017a


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