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Utilities for dataset similarity and joins

Project description

Jellyjoin Python Package

"Jellyjoin: the softest of joins."

Join dataframes or lists based on semantic similarity.

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About

Jellyjoin does "soft joins" based not exact matches, but on approximate similarity. It uses a cost based optimization to find the "best" match. It can use older string similarity metrics as well but using a embedding model allows semantic similarity to be used and gives very robust and high quality matches.

By default, jellyjoin will attempt to use OpenAI embedding models to calculate similarity if you have the openai package installed and an OPENAI_API_KEY in the environment. If that fails, it uses Damerau-Levenshtein similarity, a string distance metric suitable for a wide range of use cases. (You can, of course, fully specify the similarity strategy to use a different embedding model or similarity metric; this is covered in the Advanced Usage section below.)

Installation

pip install jellyjoin

Basic Usage

First, set up the OPENAI_API_KEY environment variable if you want to use the OpenAI embedding models (recommended.) You can also configure a custom SimilarityStrategy if you want to use another embedding model or other string comparison metric.

Then the most basic way to use jellyjoin is to simply pass it two lists:

import jellyjoin

association_df = jellyjoin.jellyjoin(
    ["Introduction", "Mathematical Methods", "Empirical Validation", "Anticipating Criticisms", "Future Work"],
    ["Abstract", "Experimental Results", "Proposed Extensions", "Theoretical Modeling", "Limitations"],
)

It always returns the result as a Pandas DataFrame, with the left index, right index, similarity score. If you pass lists or other iterables, it will name the columns for the values "Left Value" and "Right Value".

Left Right Similarity Left Value Right Value
0 0 0.689429 Introduction Abstract
1 3 0.403029 Mathematical Methods Theoretical Modeling
2 1 0.504316 Empirical Validation Experimental Results
3 4 0.415846 Anticipating Criticisms Limitations
4 2 0.478649 Future Work Proposed Extensions

Jellyjoin also provides some rudimentary utilities for visualizing these associations:

from jellyjoin.plots import plot_associations

plot_associations(association_df)

Association Plot

from jellyjoin.plots import plot_similarity_matrix

plot_similarity_matrix(similarity_matrix)

Similarity Matrix

Intermediate Usage

Often, though, your records will have multiple fields, so jellyjoin is designed to work on Pandas DataFrames.

Let's say we have a list of database columns:

Column Name Type
user.email text
user.touch_count integer
user.propensity_score numeric
user.ltv numeric(10, 2)
user.purchase_count integer
account.status_code char(1)
account.age integer
account.total_purchase_count integer

And we want to associate them to these front-end fields:

Field Name Type
Recent Touch Events number
Total Touch Events number
Account Age (Years) number
User Propensity Score number
Estimated Lifetime Value ($) currency
Account Status string
Number of Purchases number
Freetext Notes string

We can do that by passing in the two dataframes. (The columns could be explicitly specified, but by default it uses the first column.) Since some of the columns and fields don't match to anything, we'll also specify a threshold so that only "pretty good" matches or better will be returned.

jellyjoin.jellyjoin(left_df, right_df, threshold=0.4)
Left Right Similarity Column Name Type_left Field Name Type_right
1 0 0.471828 user.touch_count integer Recent Touch Events number
2 3 0.819823 user.propensity_score numeric User Propensity Score number
3 4 0.476054 user.ltv numeric(10, 2) Estimated Lifetime Value ($) currency
4 6 0.74174 user.purchase_count integer Number of Purchases number
5 5 0.606886 account.status_code char(1) Account Status string
6 2 0.556893 account.age integer Account Age (Years) number

This only shows the single best match above a threshold of 0.4, which is useful if you want reliable, one-to-one matches. To include rows that didn't match in the result, specify how you want to join: left, right, or outer. This options works the same was as the how option in pandas.merge():

jellyjoin.jellyjoin(left_df, right_df, threshold=0.4, how="outer")
Left Right Similarity Column Name Type_left Field Name Type_right
0 nan nan user.email text nan nan
1 0 0.471828 user.touch_count integer Recent Touch Events number
2 3 0.819823 user.propensity_score numeric User Propensity Score number
3 4 0.475964 user.ltv numeric(10, 2) Estimated Lifetime Value ($) currency
4 6 0.741805 user.purchase_count integer Number of Purchases number
5 5 0.606886 account.status_code char(1) Account Status string
6 2 0.556831 account.age integer Account Age (Years) number
7 nan nan account.total_purchase_count integer nan nan
nan 1 nan nan nan Total Touch Events number
nan 7 nan nan nan Freetext Notes string

These join types show the missing rows, but they are still orphaned (not joined to anything) because by default the algorithm only takes the single best match. These results will show nan values (Panda's equivalent of NULL in SQL) for columns on the other side of the join.

To get one-to-many, many-to-one, or many-to-many matches, specify the allow_many option: left, right, or both.

jellyjoin.jellyjoin(left_df, right_df, threshold=0.4, how="outer", allow_many="both")

One-to-Many Association

Records that don't join to anything on the other side (with a similarity greater than the threshold) will still be left unjoined.

Advanced Usage

Similarity Strategy Guide (Work in Progress)

TODO: Hungarian Algorithm.

Development

To set up a development environment:

git clone https://github.com/olooney/jellyjoin.git
cd jellyjoin
pip install -e .[dev]

Run tests:

pytest

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