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DOI

Word2VecElastic

This repository includes utility functions to build diachronic Word2Vec models in gensim, using an Elasticsearch index to collect the data, and SpaCy and NLTK to preprocess it.

It can also be used to train word models for small datasets using the positive pointwise mutual information (PPMI) metric to retain matrices of word similarity, following this paper.

The data is read in year batches from Elasticsearch and preprocessed. Every year's preprocessed data is saved to hard disk (as a pickled list of lists of words), so that for multiple passes (e.g., one to build the vocabulary, one to train the model), the data is available more readily.

For the whole time period, a full model will be generated, which will be used as pre-training data for the individual models. Alternatively, independent models can be trained by setting the -in flag (see #Usage)

Prerequisites

Elasticsearch

The data is fetched from Elasticsearch. By default, this will attempt to fetch from a local instance (i.e., localhost:9200) For local development, install Elasticsearch.

In order to fetch data from a remote Elasticsearch cluster and/or on a different port, set environment variables through an .env file. The .env-dist file can be copied as a starting point.

For instance, to fetch from http://url-of-your-cluster:9900, you would set:

ES_HOST=http://url-of-your-cluster
ES_PORT=9900

If not set, ES_HOST will fall back to localhost, and ES_PORT to 9200, respectively.

To connect to a remote cluster through SSL(recommended), you will also need to set the following variables: ES_API_ID, ES_API_KEY, CERTS_LOCATION.

Finally, if you would like to read from an index with a different name than the corpus, you can do this by setting INDEX. Once your .env file is set correctly, you can load the variables into your environment like so:

source .env

Python

The code was tested in Python 3.11. Create a virtualenv (python -m venv your_env_name), activate it (source your_env_name/bin/activate) and then run

pip install -r requirements.txt

SpaCy language models

With activated environment, download the SpaCy language models required for preprocessing as follows:

python -m spacy download en_core_web_sm

See (the SpaCy documentation)[https://spacy.io/usage/models].

Corpus configurations

To train word models for a corpus, update (the CORPUS_CONFIGURATIONS dictionary)[code/corpus_config.py]. The required settings are:

  • index: the name of the Elasticsearch index
  • language: the language of the corpus
  • text_field: in which field of the index text data for training can be found

Optional settings are:

  • algorithm: set 'ppmi' or leave unset (will default to 'word2vec')
  • date_field: the field to filter for specific years. Raises a warning if not set to inform that date will be used as default.
  • independent: if False, the generate_models script will first train a large corpus for all data, and then proceed to retrain for time slices of the data. Defaults to True (i.e., each model is trained independently of data from other time slices). Note that limiting the size of the vocabulary with max_vocab_size and min_count may not be as effective when training with independent=False.
  • max_vocab_size: can be used to prune a word model, useful in presence of spelling variations and/or to limit the size of word models. Defaults to None (i.e, no pruning).
  • min_count: the number of times a word must appear in the data in order to be included in the model. Defaults to 80.
  • vector_size: the number of dimensions of the resulting word vectors. Defaults to 100.
  • window_size: the size of the window around a target word for the word2vec algorithm. Defaults to 5.

Usage

To train models, with activated environment, use the command

python generate_models.py -i your-index-name -s 1960 -e 2000 -md /path/to/output/models

Meaning of the flags:

  • c: name of the corpus
  • s: start year of training
  • e: end year of training
  • md: set the output directory where models will be written Optional flags:
  • n: number of years per model (default: 10)
  • sh: shift between models (default: 5)
  • sd: path to output preprocessed training data (default: 'source_data')

You can also run python generate_models.py -h to see this documentation.

Output

The training script generates three kinds of output:

  • preprocessing output, the result of tokenizing, stop word removal and (optional) lemmatization of the source data from Elasticsearch, saved as Python binary .pkl files, named after index and year, in source_directory (set through -sd flag).
  • word2vec output, the result of traning on the preprocessed data, saved as KeyedVectors, named after the index and time window, with the extension .wv in the model_directory (set through -md flag).
  • statistics about the number of tokens (all words in the model not discarded during stopword removal) and number of terms (all distinct tokens), named after the index and time window, and saved as a comma-separated table (.csv) in the model_directory.

Preprocessing output

To inspect the preprocessing output, install the dependecies of this repository (see (Prerequesites)[#Prerequesites]), then open a Python terminal. To get a list of sentences (each a list of words), use the following workflow:

from util import inspect_source_data
sentences = inspect_source_data('/{filepath}/{index_name}-{year}.pkl')

To write the source data to a text file, use the following workflow:

from util import source_data_to_file
source_data_to_file('/{filepath}/{index_name}-{year}.pkl')