Tag: clustering

Visualizing the inner workings of the k-means clustering algorithm

Visualizing the inner workings of the k-means clustering algorithm

Originally, I wrote this blog to share this interactive visualization of the k-means algorithm (wiki) which I was all enthusiastic about.

However, then I imagined that not everybody may be familiar with k-means, hence, I wrote the whole blog below. 

Next thing I know, u/dashee87 on r/datascience points me to these two other blogs that had already done the same… but way better! These guys perfectly explain k-means, alongside many other clustering algorithms. Including interactive examples and what not!!

Seriously, do not waste your time on reading my blog below, but follow these links. If you want to play, go for Naftali’s apps. If you want to learn, go for David’s animated blog.

  • Naftali Harris built this fantastic interactive app where you can run the k-means algorithm step by step on many different datasets. You can even pick the clusters’ starting locations yourself! Next to this he provides a to-the-point explanation of the inner workings. On top of all this, he built the same app for the DBSCAN algorithm (wiki), so you can compare the algorithms’ performance… Insane!
  • David Sheehan (yes, that’s dashee) is more of a Python guy and walks you through the inner workings of six algorithmic clustering approaches in his blog here. Included are k-means, expectation maximization, hierarchical, mean shift, and affinity propagation clustering, and DBSCAN. David has made detailed step-wise GIF animations of all these algorithms. And he explains the technicalities in a simple and understandable way. On top of this, David shared his Jupyter notebook to generate the animations, along with a repository of the GIFs themselves. Very well done! Seriously one of the best blogs I’ve read in a while. 

Let me walk you through what k-means is, why it is called k-means, and how the algorithm interally works, step by step.

What is K-means?

K-means (wiki) is a clustering algorithm.

Let me dissect that sentence for you, starting at the back.

Algorithm

Simply put, an algorithm (wiki) is a set of task instructions to be followed. Often algorithms are perform by computers, and used in calculations or problem-solving. Basically, an algorithm is thus not much more than a sequence of task instructions to be followed by a computer — like a cooking recipe. 

In machine learning (wiki), algorithmic tasks are often divided in supervised or unsupervised learning (let’s skip over reinforcement learning for now).

The learning part reflects that algorithms try to learn a solution — learn how to solve a problem.

The supervision part reflects whether the algorithm receives answers or solutions to learn from. For supervised learning, examples are required. In the case of unsupervised learning, algorithms do not learn by example but have figure out a proper solution themselves.

Clustering

Clustering (wiki) is essentially a fancy word for grouping. Clustering algorithms seek to group things together, and try to do so in an optimal way.

Group things. As long as we can represent things in terms of data, clustering algorithms can group them. We can group cars by their weight and horsepower, people by their length and IQ, or frogs by their slimyness and greenness. These things we would like to group, we often call observations (depicted by the letter N or n).

Optimal way. Clustering is very much an unsupervised task. Clustering algorithms do not receive examples to learn from (that’s actually classification (wiki)). Algorithms are not told what “good” clustering or grouping looks like. 

Yet, how do clustering algorithms determine the optimal way to group our observations then?

Well, clustering algorithms like k-means do so by optimizing a certain value. This value is reflected in an algorithm’s so-called objective function

k-means’ objective function is displayed below. In simple language, k-means seeks to minimize (= optimize) the total distance of observations (= cases) to their group’s (= cluster) center (= centroid).

Fortunately, you can immediately forget this function. For now, all you need to know is that algorithms often repeat specific steps of their instructions in order for their objective function to produce a satisfactory value. 

K-means objective function (via)

Why is k-means called k-means? 

Hurray, we can now move to the k-means algorithm itself!

Why is it called k-means in the first place?

Let’s start at the front this time.

k. The k in k-means reflects the number of groups the algorithm is going to form. The algorithm depends on its user to specify what number of k should be. If the user picks k = 2 for instance, the k-means algorithm will identify 2 group by their 2 means. 

As I said before, clustering algorithms like k-means are unsupervised. They do not know what good clustering looks like. In the case where the used specified k = 2, the algorithm will seek to optimize its objective function given that there are 2 groups. It will try to put our observations in 2 groups that minimizes the total distance of the observations to their group’s center. I will how that works visually later in this blog.

means. The means in k-means reflects that the algorithm considers the mean value of a cluster as its cluster center. Here, mean is a fancy word for average. Again, I will visualize how this works later.

You might have guessed it already: there are indeed variations of the k-means algorithm that do not use the cluster means, but, for instance, the cluster medians (wiki) or mediods (wiki). These algorithms are only slight modifications of the k-means algorithm, and simply called the k-medians (wiki) and k-medoids algorithms (wiki).

How does k-means work?

Finally, we get to the inner workings of k-means!

The k-means algorithm consists of five simple steps:

  1. Obtain a predefined k.
  2. Pick k random points as cluster centers.
  3. Assign observations to their closest cluster center based on the Euclidean distance.
  4. Update the center of each cluster based on the included observations.
  5. Terminate if no observations changed cluster, otherwise go back to step 3.

Easy right?

OK, I can see how this may not be directly clear.

Let’s run through the steps one by one using an example dataset.

Example dataset: mtcars

Say we have the dataset below, containing information on 32 cars.

We can consider each car a separate observation. For each of these observations, we have its weight and its horsepower.

These characteristics — weight and horsepower — of our observations are the variables in our dataset. Our cars vary based on these variables. 

Name Weight Horsepower
Mazda RX4 1188 110
Mazda RX4 Wag 1304 110
Datsun 710 1052 93
Hornet 4 Drive 1458 110
Hornet Sportabout 1560 175
Valiant 1569 105
Duster 360 1619 245
Merc 240D 1447 62
Merc 230 1429 95
Merc 280 1560 123
Merc 280C 1560 123
Merc 450SE 1846 180
Merc 450SL 1692 180
Merc 450SLC 1715 180
Cadillac Fleetwood 2381 205
Lincoln Continental 2460 215
Chrysler Imperial 2424 230
Fiat 128 998 66
Honda Civic 733 52
Toyota Corolla 832 65
Toyota Corona 1118 97
Dodge Challenger 1597 150
AMC Javelin 1558 150
Camaro Z28 1742 245
Pontiac Firebird 1744 175
Fiat X1-9 878 66
Porsche 914-2 971 91
Lotus Europa 686 113
Ford Pantera L 1438 264
Ferrari Dino 1256 175
Maserati Bora 1619 335
Volvo 142E 1261 109

Visually, we can represent this same dataset as follows:

Step 1: Define k

For whatever reason, we might want to group these 32 cars.

We know the cars’ weight and horsepower, so we can use these variables to group the cars. The underlying assumption being that cars that are more similar in terms of weight and/or horsepower would belong together in the same group.

Normally, we would have smart or valid reasons to expect a specific number of groups among our observations. For now, let’s simply say that we want to put these cars into, say, 2 groups.

Well, that’s step 1 already completed: we defined k = 2.

Step 2: Initialize cluster centers

In step 2, we need to initialize the algorithm.

Everyone needs to start somewhere, and the default k-means algorithm starts out super naively: it just picks random locations as our starting cluster centers.

For instance, the algorithm might initialize cluster 1 randomly at a weight of 1000 kilograms and a horsepower of 100.

We can use coordinate notation [x; y] or [weight; horsepower] to write this location in short. Hence, the initial random center of cluster 1 picked by the k-means algorithm is located at [1000; 100].

Randomly, k-means could initialize cluster 2 at a weight of 1500kg and a horsepower of 200. It’s intitial center is thus at [1500; 200].

Visually, we can display this initial situation like the below, with our 32 cars as grey dots in the background:

Now, step 2 is done, and our k-means algorithm has been fully initialized. We are now ready to enter the core loop of the algorithm. The next three steps — 3, 4, and 5 — will be repeated until the algorithm tells itself it is done. 

Step 3: Assignment to closest cluster

Now, in step 3, the algorithm will assign every single car in our dataset to the cluster whose center is closest.

To do this, the algorithm looks at every car, one by one, and calculate its distance to every of our cluster centers.

So how would this distance calculating thing work? 

The algorithm starts with the first car in our dataset, a Mazda RX4.

This Mazda RX4 weighs 1188kg and has 110 horsepower. Hence, it is located at [1188; 110]. 

As this is the first time our k-means algorithm reaches step 3, the cluster centers are still at the random locations the algorithm has picked in step 2. 

The k-means algorithm now calculates the Euclidean distance (wiki) of this Mazda RX4 data point [1188; 110] to each of the cluster centers.

The Euclidean distance is calculated using the formula below. The first line shows you that the Euclidean distance is the square root of the squared distance between two observations. The second line — with the big Greek capital letter Sigma (Σ) — is a shorter way to demonstrate that the distance is calculated and summed up for each of the variables considered. 

Again, please don’t mind the formula, the Euclidean distance is basically the length of a straight line between two data points.


So… back to our Mazda RX4. This Mazda is one of the two observations we need to input in the formula. The second observation would be a cluster center. We input both of the location of our Mazda [1188; 110] and that of a cluster center –, say cluster 1’s [1000; 100] — in the formula, and out comes the Euclidean distance between these two observations. 

The Euclidean distance of our Mazda RX4 to the center of cluster 1 would thus be √((1118 – 1000)2 + (110 – 100)2), which equals 192.2082 — or a rounded 192. 

We need to repeat this, but now with the location of our second cluster center. The Euclidean distance from our Mazda RX4 to the center of cluster 2 would be √((1118 – 1500)2 + (110 – 150)2), which equals 314.5537 — or a rounded 314. 

Again, I visualized this situation below. 

You can clearly see that our Mazda RX4 is closer to cluster center 1 (192) than to cluster center 2 (314). Hence, as the distance to cluster 1’s center is smaller, the k-means algorithm will now assign our Mazda RX4 to cluster 1. 

Subsequently, the algorithm continues with the second car in our dataset.

Let this second car be the Mercedes 280C for now, weighing in at 1560 kg with a horsepower of 153.

Again, the k-means algorithm would calcalute the Euclidean distance from this Mercedes [1560; 153] to each of our cluster centers.

It would find that this Mercedes is located much closer to cluster 2’s center (560) than cluster 1’s (65). 

Hence, the k-means algorithm will assign the Mercedes 280C to cluster 2, before continuing with the next car…

and the next car after that…

and the next car…

… until all cars are assigned to one of the clusters.

This would mean that step 3 is completed. Visually, the situation at the end of step 3 will look like this:


Step 4: Update the cluster centers

Now, in step 4, the k-means algorithm will update the cluster centers.

As a result of step 3, there are now actual observations assigned to the clusters. Hence, the k-means algorithm can let go of its naive initial random guesses and calculate the actual cluster centers.

Because we are dealing with the k-means algorithm, these centers will be based on the mean values of the observations in each group. 

So for each cluster, the algorithm takes the observations assigned to it, and calculates the cluster’s mean value for every variable. In our case, the algorithm thus calculates 4 means: the average weight and the average horsepower, for each of our two clusters.

For cluster 1, the average weight of its cars is a rounded 939 kg. Its average horsepower is approximately 84. Hence the cluster center is updated to location [939; 84]. Cluster 2’s mean values come in at [1663; 171].

With the cluster centers updated, the k-means algorithm has finished step 4. Visually, the situation now looks as follows, with the old cluster centers in grey. 

Step 5: Terminate or go back to step 3.

So that was actually all there is to the k-means algorithm. From now on, the algorithm either terminates or goes back to step 3.

So how does the k-means algorithm know when it is done?

Earlier in this blog post I already asked “how do clustering algorithms determine the optimal way to group our observations?” 

Well, we already know that the k-means algorithm wants to optimize its objective function. It seeks to minimize the total distance of observations to their respective cluster centers. It does so by assigning observations to the cluster whose center is nearest according to the Euclidean distance. 

Now, with the above in mind, the k-means algorithm determines that it has reached an optimal clustering solution if, in step 3, no single observation switches to a different cluster. 

If that is the case, then every observation is assigned to the group whose center values best represent its underlying characteristics (weight and horsepower), and the k-means algorithm is thus satisfied with the solution given this number of groups (= k). These groups centers now best describe the characteristics of the individual observations at hand, given this k, as evidenced that each observations belongs to the cluster whose center values are closest to their own values. 

Now, the k-means algorithm will have to check whether it is done somewhere in its instructions. It seems most logical to directly do this in step 3: quickly check whether every observations remained in its original cluster.

This is not so difficult if you have only 32 cars. However, what if we were clustering 100.000 cars? We would not want to check for 100.000 cars whether they remained in their respective cluster, right? That’s a heavy task, even for a computer. 

Potentially there is an easier way to check this? Maybe we could look at our cluster centers? We update them in step 4. And if no observations have changed clusters, then the locations of our cluster centers will for sure also not have changed.

Even in our simple example it is less work to see check whether 2 cluster centers have remained the same, than comparing whether 32 cars have not changed clusters. 

So basically, that’s what we will do in this step five. We check whether our cluster centers have moved.

In this case, they did. As can be seen in the visual at the end of step 4.

This is also to be expected, as it is very unlikely that the algorithm could have randomly picked the initial cluster centers in their optimal locations, right?

We conclude step 5 and, because the cluster center locations have changed in step 4, the algorithm is sent back to step 3

Let’s see how the k-means algorithm continues in our example.

Step 3 (2nd time): Assignment to closest cluster

In step 3, the algorithm reassigns every car in our dataset to the cluster whose center is nearest.

To do this, the algorithm has to look at every car, one by one, and calculate its distance to every of our cluster centers.

Our cluster centers have been updated in the previous step 4. Hence, the distances between our observations and cluster centers may have changed respective to the first time the algorithm performed step 3.

Indeed two cars that were previously closer to the blue cluster 2 center are now actually closer to the red cluster 1 center. 

In this step 3, again all observations are assigned to their closest clusters, and two observations thus change cluster. 

Visually, the situation now looks like the below. I’ve marked the two cars that switched in yellow and with an exclamation mark.

The k-means algorithm now again reaches step 4.

Step 4 (2nd time): Update the cluster centers

In step 4, the algorithm updates the cluster centers. Because we are dealing with the k-means algorithm, these centers will be based on the mean values of the observations in each group. 

For cluster 1, both the average weight and the average horsepower have increased due to the two new cars. The cluster center thus moves from approximately [939; 84] to [998; 94].

Cluster 2 lost two cars from its cluster, but both were on the lower end of its ranges. Hence its average weight and horsepower have also increased, moving the center from approximately [1663; 171] to [1701; 174].

With the cluster centers updated, step 4 is once again completed. Visually, the situation now looks as follows, with the old centers in grey.

Step 5 (2nd time): Terminate or go back to step 3.

In step 5, the k-means algorithm again checks whether it is done. It concludes that it is not, because the cluster centers have both moved once more. This indicates that at least some observations have changed cluster, and that a better solution may be possible. Hence, the algorithm needs to return to step 3 for a third time.

Are you still with me? We are nearly there, I hope…

Step 3 (3nd time): Assignment to closest cluster

In step 3, the algorithm assigns every car in our dataset to the cluster whose center is nearest. To do this, the algorithm looks at every car, one by one, and calculates its distance to each of our cluster centers. As our cluster centers have been updated in the previous step 4, so too will their distances to the cars.

After calculating the distances, step 3 is once again completed by assigning the observations to their closest clusters. Another car moved from the blue cluster 2 to the red cluster 1, highlighted in yellow with an exclamation mark.

Step 4 (3rd time): Update the cluster centers

In step 4, the algorithm updates the cluster centers. For each cluster, it looks at the values of the observations assigned to it, and calculates the mean for every variable. 

For cluster 1, both the average weight and the average horsepower have again increased slightly due to the newly assigned car. The cluster center moves from approximately [998; 94] to [1023; 96].

Cluster 2 lost a car from its cluster, but it was on the lower end of its range. Hence, its average weight and horsepower have also increased, moving the cluster center from approximately  [1701; 174] to [1721; 177].

With the renewed cluster centers, step 4 is once again completed. Visually, the situation looks as follows, with the old centers in grey.

Step 5 (3rd): Terminate or go back to step 3.

In step 5, the k-means algorithm will again conclude that it is not yet done. The cluster centers have both moved once more, due to one car changing from cluster 2 to cluster 1 in step 3 (3rd time). Hence, the algorithm returns to step 3 for a fourth, but fortunately final, time.

Step 3 (4th time): Assignment to closest cluster

In step 3, the k-means algorithm assigns every car in our dataset to the cluster whose center is nearest. Our cluster centers have only changed slightly in the previous step 4, and thus the distances are nearly similar to last time. Hence, this is the first time the algorithm completes step 3 without having to reassign observations to clusters. We thus know the algorithm will terminate the next time it checks for cluster changes. 

Step 4 (4th time): Update the cluster centers

In step 4, the k-means algorithm tries to update the cluster centers. However, no observations moved clusters in step 3 so there is nothing to update. 

Step 5 (4th): Terminate or go back to step 3.

As no changes occured to our cluster centers, the algorithm now concludes that it has reached the optimal clustering and terminates.

The clustering solution

With the clustering now completed, we can try to make some sense of the clusters the k-means algorithm produced. 

For instance, we can examine how the observations included in each cluster vary on our variables. The density plot below is an example how we could go about exploring what the clusters represent.

We can clearly see what the clusters are made up of.

Cluster 1 holds most of the cars with low horsepower, and nearly all of those with low weights. 

Cluster 2, in contrast, includes cars with horsepower ranging from low through high, and all cars are relatively heavy. 

We could thus name our clusters respecitvively low horsepower and low weight cars, for cluster 1, and medium to high weight cars, for cluster 2.

Obviously, these clustering solutions will become more interesting as we add more clusters, and more variables to seperate our clusters and observations on. 

A word of caution regarding k-means

Normalized input data

In our car clustering example, particularly the weight of cars seemed to be an important discriminating characteristic.

This is largely due to the fact that we didn’t normalize our data before running the k-means algorithm. I explicitly didn’t normalize (wiki) for simplicity sake and didactic purposes.

However, using k-means with raw data is actually a really easily-made but impactful mistake! Not normalizing data will cause k-means to put relative much importance on variables with a larger variance. Such as our variable weight. Cars’ weights ranged from a low 686 kg, to a high 2460 kg, thus spreading almost 1800 units. In contrast, horsepower ranged only from 52 hp to 335 hp, thus spreading less than 300 units. 

If not normalized, this larger variation among weight values will cause the calculated Euclidean distance to be much more strongly affected by the weights of cars. Hence, these car weights will thus more strongly determine the final clustering solution simply because of their unit of measurement. In order to align the units of measurement for all variables, you should thus normalize your data before running k-means.

No categorical data

The need to normalize input data before running the k-means algorithm also touches on a second important characteristic of k-means: it does not handle categorical data. 

Categorical data is discrete, and doesn’t have a natural origin. For instance, car color is a categorical variable. Cars can be blue, yellow, pink, or black. You can really calculate Euclidean distances for such data, at least not in a meaningful way. How far is blue from yellow, further or closer than it is from black?

Fortunately, there are variations of k-means that can handle categorical data, for instance, the k-modes algorithm.

No garuantees

The k-means algorithm does not guarantee to find the optimal solution. k-means is a fairly simple sequence of tasks and its clustering quality depends a lot on two factors.

First, the k specified by the user. In our example, we arbitrarily picked k = 2. This makes the algorithm seek specifically for solutions with two clusters, whereas maybe 3- or 4-cluster solutions would have made more sense.

Sometimes, users will have good theories to expect a certain number of clusters. At other times, they do not and are left to guess and experiment.

While there are methods to assess to some extent the statistically optimal number of clusters, often the decision for k will be somewhat subjective, though strongly affect the clustering solution.. 

Second, and more imporant maybe, is the influence of the random starting points for the initial cluster centers picked by the algorithm itself.

The clustering solutions that the algorithm produces are very sensitive to these initial conditions.

Due to its random starting points, it is also very likely that every time you run the k-means algorithm you will get different results, even on the same dataset.

To illustrate this, I ran the k-means visualization algorithm I wrote run a dozen of times. 

Below is solution number 3 to which the k-means algorithm converged
for our cars dataset. You can see that this is different from our earlier solution where the car at [1450; 270] belonged to the blue cluster 2, whereas here it is assigned to the red cluster 1. 

Most k-means algorithms I ran on this dataset of cars resulted in approximately the same solution, like the one above and the one we saw before.

However, the k-means algorithm also produced some very different solutions. Like the one below, number 9. In this case cluster 2 was randomly initiated very muhc on the high end of the weight spectrum. As a result, the cluster 2 center remained all the way on the right side of the graph throughout the iterations of the algorithm. 

Or this take this long-lasting iteration, where the k-means algorithm randomly located both cluster centers all the way in the bottom left corner, but fortunately recovered to the same solution we saw before.

One the one hand, the k-means algorithm sequences above illustrate the danger and downside of the k-means algorithm employing its random starting points. On the other hand, the mostly similar solutions produced even by the vanilla algorithm illustrate how the fantasticly simple algorithm is quite sturdy. Moreover,  many smart improvements have fortunately been developed to avoid the random stupidity produced by the default algorithm — most notably the k-means++ algorithm (wiki). With these improvements, k-means continues to be one of the simplest though most popular and effective clustering algorithms out there!


Thanks for reading this blog!

While I intended to only share the link to the interactive visualization, I got carried away and ended up simulating the whole thing myself. Hopefully it wasn’t time wasted, and you learned a thing or two

Do reach out if you want to know more or are interested in the code to generate these simulations and visuals. Also, feel free to comment on, forward, or share any of the contents!

The cars dataset you can access in R by calling mtcars directly in your R console. Do explore it, as it contains many more variables on these 32 cars.

Some additional k-means resources

Here are some pages you can browse if you’re looking to learn more.

Please suggest any other resources that you found valuable!

Sentiment Analysis of Stranger Things Seasons 1 and 2

Sentiment Analysis of Stranger Things Seasons 1 and 2

Jordan Dworkin, a Biostatistics PhD student at the University of Pennsylvania, is one of the few million fans of Stranger Things, a 80s-themed Netflix series combining drama, fantasy, mystery, and horror. Awaiting the third season, Jordan was curious as to the emotional voyage viewers went through during the series, and he decided to examine this using a statistical approach. Like I did for the seven Harry Plotter books, Jordan downloaded the scripts of all the Stranger Things episodes and conducted a sentiment analysis in R, of course using the tidyverse and tidytext. Jordan measured the positive or negative sentiment of the words in them using the AFINN dictionary and a first exploration led Jordan to visualize these average sentiment scores per episode:

The average positive/negative sentiment during the 17 episodes of the first two seasons of Stranger Things (from Medium.com)

Jordan jokingly explains that you might expect such overly negative sentiment in show about missing children and inter-dimensional monsters. The less-than-well-received episode 15 stands out, Jordan feels this may be due to a combination of its dark plot and the lack of any comedic relief from the main characters.

Reflecting on the visual above, Jordan felt that a lot of the granularity of the actual sentiment was missing. For a next analysis, he thus calculated a rolling average sentiment during the course of the separate episodes, which he animated using the animation package:

GIF displaying the rolling average (40 words) sentiment per Stranger Things episode (from Medium.com)

Jordan has two new takeaways: (1) only 3 of the 17 episodes have a positive ending – the Season 1 finale, the Season 2 premiere, and the Season 2 finale – (2) the episodes do not follow a clear emotional pattern. Based on this second finding, Jordan subsequently compared the average emotional trajectories of the two seasons, but the difference was not significant:

Smoothed (loess, I guess) trajectories of the sentiment during the episodes in seasons one and two of Stranger Things (from Medium.com)

Potentially, it’s better to classify the episodes based on their emotional trajectory than on the season they below too, Jordan thought next. Hence, he constructed a network based on the similarity (temporal correlation) between episodes’ temporal sentiment scores. In this network, the episodes are the nodes whereas the edges are weighted for the similarity of their emotional trajectories. In that sense, more distant episodes are less similar in terms of their emotional trajectory. The network below, made using igraph (see also here), demonstrates that consecutive episodes (1 → 2, 2 → 3, 3 → 4) are not that much alike:

The network of Stranger Things episodes, where the relations between the episodes are weighted for the similarity of their emotional trajectories (from Medium.com).

A community detection algorithm Jordan ran in MATLAB identified three main trajectories among the episodes:

Three different emotional trajectories were identified among the 17 Stranger Things episodes in Season 1 and 2 (from Medium.com).

Looking at the average patterns, we can see that group 1 contains episodes that begin and end with neutral emotion and have slow fluctuations in the middle, group 2 contains episodes that begin with negative emotion and gradually climb towards a positive ending, and group 3 contains episodes that begin on a positive note and oscillate downwards towards a darker ending.

– Jordan on Medium.com

Jordan final suggestion is that producers and scriptwriters may consciously introduce these variations in emotional trajectories among consecutive episodes in order to get viewers hooked. If you want to redo the analysis or reuse some of the code used to create the visuals above, you can access Jordan’s R scripts here. I, for one, look forward to his analysis of Season 3!

Text Mining: Pythonic Heavy Metal

Text Mining: Pythonic Heavy Metal

This blog summarized work that has been posted here, here, and here.

Iain of degeneratestate.org wrote a three-piece series where he applied text mining to the lyrics of 222,623 songs from 7,364 heavy metal bands spread over 22,314 albums that he scraped from darklyrics.com. He applied a broad range of different analyses in Python, the code of which you can find here on Github.

For example, he starts part 1 by calculated the difficulty/complexity of the lyrics of each band using the Simple Measure of Gobbledygook or SMOG and contrasted this to the number of swearwords used, finding a nice correlation.

Ratio of swear words vs readability
Lyric complexity relates positive to swearwords used.

Furthermore, he ran some word importance analysis, looking at word frequencies, log-likelihood ratios, and TF-IDF scores. This allowed him to contrast the word usage of the different bands, finding, for instance, one heavy metal band that was characterized by the words “oh yeah baby got love“: fans might recognize either Motorhead, Machinehead, or Diamondhead.

Examplehead WordImportance 3

Using cosine distance measures, Iain could compare the word vectors of the different bands, ultimately recognizing band similarity, and song representativeness for a band. This allowed interesting analysis, such as a clustering of the various bands:

Metal Cluster Dendrogram

However, all his analysis worked out nicely. While he also applied t-SNE to visualize band similarity in a two-dimensional space, the solution was uninformative due to low variance in the data.

He could predict the band behind a song by training a one-vs-rest logistic regression classifier based on the reduced lyric space of 150 dimensions after latent semantic analysis. Despite classifying a song to one of 120 different bands, the classifier had a precision and recall both around 0.3, with negligible hyper parameter tuning. He used the classification errors to examine which bands get confused with each other, and visualized this using two network graphs.

Metal Graph 1

In part 2, Iain tried to create a heavy metal lyric generator (which you can now try out).

His first approach was to use probabilistic distributions known as language models. Basically he develops a Markov Chain, in his opinion more of a “unsmoothed maximum-likelihood language model“, which determines the next most probable word based on the previous word(s). This model is based on observed word chains, for instance, those in the first two lines to Iron Maiden’s Number of the Beast:

Another approach would be to train a neural network. Iain used Keras, which ran on an amazon GPU instance. He recognizes the power of neural nets, but says they also come at a cost:

“The maximum likelihood models we saw before took twenty minutes to code from scratch. Even using powerful libraries, it took me a while to understand NNs well enough to use. On top of this, training the models here took days of computer time, plus more of my human time tweeking hyper parameters to get the models to converge. I lack the temporal, financial and computational resources to fully explore the hyperparameter space of these models, so the results presented here should be considered suboptimal.” – Iain

He started out with feed forward networks on a character level. His best try consisted of two feed forward layers of 512 units, followed by a softmax output, with layer normalisation, dropout and tanh activations, which he trained for 20 epochs to minimise the mean cross-entropy. Although it quickly beat the maximum likelihood Markov model, its longer outputs did not look like genuine heavy metal songs.

So he turned to recurrent neural network (RNN). The RNN Iain used contains two LSTM layers of 512 units each, followed by a fully connected softmax layer. He unrolled the sequence for 32 characters and trained the model by predicting the next 32 characters, given their immediately preceding characters, while minimizing the mean cross-entropy:

“To generate text from the RNN model, we step character-by-character through a sequence. At each step, we feed the current symbol into the model, and the model returns a probability distribution over the next character. We then sample from this distribution to get the next character in the sequence and this character goes on to become the next input to the model. The first character fed into the model at the beginning of generation is always a special start-of-sequence character.” – Iain

This approach worked quite well, and you can compare and contrast it with the earlier models here. If you’d just like to generate some lyrics, the models are hosted online at deepmetal.io.

In part 3, Iain looks into emotional arcs, examining the happiness and metalness of words and lyrics. Exploring words in the Happy/Metal Plane

When applied to the combined lyrics of albums, you could examine how bands developed their signature sound over time. For example, the lyrics of Metallica’s first few albums seem to be quite heavy metal and unhappy, before moving to a happier place. The Black album is almost sentiment-neutral, but after that they became ever more darker and more metal, moving back to the style to their first few albums. He applied the same analysis on the text of the Harry Potter books, of which especially the first and last appear especially metal.

The Evolution of Metallica's style in the Happy/Metal Plane

 

Summarizing our Daily News: Clustering 100.000+ Articles in Python

Summarizing our Daily News: Clustering 100.000+ Articles in Python

Andrew Thompson was interested in what 10 topics a computer would identify in our daily news. He gathered over 140.000 new articles from the archives of 10 different sources, as you can see in the figure below.

The sources of the news articles used in the analysis.

In Python, Andrew converted the text of all these articles into a manageable form (tf-idf document term matrix (see also Harry Plotter: Part 2)), reduced these data to 100 dimensions using latent semantic analysis (singular value decomposition), and ran a k-means clustering to retrieve the 10 main clusters. I included his main results below, but I highly suggest you visit the original article on Medium as Andrew used Plotly to generate interactive plots!

newplot
Most important words per topic (interactive visual in original article)

The topics structure seems quite nice! Topic 0 involves legal issues, such as immigration, whereas topic 1 seems to be more about politics. Topic 8 is clearly sports whereas 9 is education. Next, Andres inspected which media outlet covers which topics most. Again, visit the original article for interactive plots!

newplot (1).png
Media outlets and the topics they cover (interactive version in original article)

In light of the fake news crisis and the developments in (internet) media, I believe Andrew’s conclusions on these data are quite interesting.

I suppose different people could interpret this data and these graphs differently, but I interpret them as the following: when forced into groups, the publications sort into Reuters and everything else.

[…]

Every publication in this dataset except Reuters shares some common denominators. They’re entirely funded on ads and/or subscriptions (Vox and BuzzFeed also have VC funding, but they’re ad-based models), and their existence relies on clicks. By contrast, Reuters’s news product is merely the public face of a massive information conglomerate. Perhaps more importantly, it’s a news wire whose coverage includes deep reporting on the affairs of our financial universe, and therefore is charged with a different mandate than the others — arguably more than the New York Times, it must cover all the news, without getting trapped in the character driven reality-TV spectacle that every other citizen of the dataset appears to so heavily relish in doing. Of them all, its voice tends to maintain the most moderate indoor volume, and no single global event provokes larger-than-life outrage, if outrage can be provoked from Reuters at all. Perhaps this is the product of belonging to the financial press and analyzing the world macroscopically; the narrative of the non-financial press fails to accord equal weight to a change in the LIBOR rate and to the policy proposals of a madman, even though it arguably should. Every other publication here seems to bear intimations of utopia, and the subtext of their content is often that a perfect world would materialize if we mixed the right ingredients in the recipe book, and that the thing you’re outraged about is actually the thing standing between us and paradise. In my experience as a reader, I’ve never felt anything of the sort emanate from Reuters.

This should not be interpreted as asserting that the New York Times and Breitbart are therefore identical cauldrons of apoplexy. I read a beautifully designed piece today in the Times about just how common bioluminescence is among deep sea creatures. It goes without saying that the prospect of finding a piece like that in Breitbart is nonexistent, which is one of the things I find so god damned sad about that territory of the political spectrum, as well as in its diametrical opponents a la Talking Points Memo. But this is the whole point: show an algorithm the number of stories you write about deep sea creatures and it’ll show you who you are. At a finer resolution, we would probably find a chasm between the Times and Fox News, or between NPR and the New York Post. See that third cluster up there, where all the words are kind of compressed with lower TfIdf values and nothing sticks out? It’s actually a whole jungle of other topics, and you can run the algorithm on just that cluster and get new groups and distinctions — and one of those clusters will also be a compression of different kinds of stories, and you can do this over and over in a fractal of machine learning. The distinction here is not the only one, but it is, from the aerial perspective of data, the first.

It would be really interesting to see whether more high-quality media outlets, like the New York Times, could be easily distinguished from more sensational outlets, such as Buzzfeed, when more clusters were used, or potentially other text analytics methodology, like latent Dirichlet allocation.

Beer-in-hand Data Science

Beer-in-hand Data Science

Obviously, analysing beer data in high on everybody’s list of favourite things to do in your weekend. Amanda Dobbyn wanted to examine whether she could provide us with an informative categorization the 45.000+ beers in her data set, without having to taste them all herself.

You can find the full report here but you may also like to interactively discover beer similarities yourself in Amanda’s Beer Clustering Shiny App. Or just have a quick look at some of Amanda’s wonderful visualizations below.

A density map of the bitterness (y-axis) and alcohol percentages (x-axis) in the most popular beer styles.

A k-means clustering of each of the 45000 beers in 10 clusters. Try out other settings in Amanda’s Beer Clustering Shiny App.

The alcohol percentages (x), bitterness (y) and cluster assignments of some popular beer styles.

 

Modelling beer’s bitterness (y) by the number of used hops (x).