More efficient means of creating a corpus and DTM with 4M rows

I think you may want to consider a more regex focused solution. These are some of the problems/thinking I'm wrestling with as a developer. I'm currently looking at the stringi package heavily for development as it has some consistently named functions that are wicked fast for string manipulation.

In this response I'm attempting to use any tool I know of that is faster than the more convenient methods tm may give us (and certainly much faster than qdap). Here I haven't even explored parallel processing or data.table/dplyr and instead focus on string manipulation with stringi and keeping the data in a matrix and manipulating with specific packages meant to handle that format. I take your example and multiply it 100000x. Even with stemming, this takes 17 seconds on my machine.

data <- data.frame(
    text=c("Let the big dogs hunt",
        "No holds barred",
        "My child is an honor student"
    ), stringsAsFactors = F)

## eliminate this step to work as a MWE
data <- data[rep(1:nrow(data), 100000), , drop=FALSE]

library(stringi)
library(SnowballC)
out <- stri_extract_all_words(stri_trans_tolower(SnowballC::wordStem(data[[1]], "english"))) #in old package versions it was named 'stri_extract_words'
names(out) <- paste0("doc", 1:length(out))

lev <- sort(unique(unlist(out)))
dat <- do.call(cbind, lapply(out, function(x, lev) {
    tabulate(factor(x, levels = lev, ordered = TRUE), nbins = length(lev))
}, lev = lev))
rownames(dat) <- sort(lev)

library(tm)
dat <- dat[!rownames(dat) %in% tm::stopwords("english"), ] 

library(slam)
dat2 <- slam::as.simple_triplet_matrix(dat)

tdm <- tm::as.TermDocumentMatrix(dat2, weighting=weightTf)
tdm

## or...
dtm <- tm::as.DocumentTermMatrix(dat2, weighting=weightTf)
dtm

This is better than my earlier answer.

The quanteda package has evolved significantly and is now faster and much simpler to use given its built-in tools for this sort of problem -- which is exactly what we designed it for. Part of the OP asked how to prepare the texts for a Bayesian classifier. I've added an example for this too, since quanteda's textmodel_nb() would crunch through 300k documents without breaking a sweat, plus it correctly implements the multinomial NB model (which is the most appropriate for text count matrices -- see also https://stackoverflow.com/a/54431055/4158274).

Here I demonstrate on the built-in inaugural corpus object, but the functions below would also work with a plain character vector input. I've used this same workflow to process and fit models to 10s of millions of Tweets in minutes, on a laptop, so it's fast.

library("quanteda", warn.conflicts = FALSE)
## Package version: 1.4.1
## Parallel computing: 2 of 12 threads used.
## See https://quanteda.io for tutorials and examples.

# use a built-in data object
data <- data_corpus_inaugural
data
## Corpus consisting of 58 documents and 3 docvars.

# here we input a corpus, but plain text input works fine too
dtm <- dfm(data, tolower = TRUE, remove_numbers = TRUE, remove_punct = TRUE) %>%
  dfm_wordstem(language = "english") %>%
  dfm_remove(stopwords("english"))

dtm
## Document-feature matrix of: 58 documents, 5,346 features (89.0% sparse).    
tail(dtm, nf = 5)
## Document-feature matrix of: 6 documents, 5 features (83.3% sparse).
## 6 x 5 sparse Matrix of class "dfm"
##               features
## docs           bleed urban sprawl windswept nebraska
##   1997-Clinton     0     0      0         0        0
##   2001-Bush        0     0      0         0        0
##   2005-Bush        0     0      0         0        0
##   2009-Obama       0     0      0         0        0
##   2013-Obama       0     0      0         0        0
##   2017-Trump       1     1      1         1        1

This is a rather trivial example, but for illustration, let's fit a Naive Bayes model, holding out the Trump document. This was the last inaugural speech at the time of this posting ("2017-Trump"), equal in position to the ndoc()th document.

# fit a Bayesian classifier
postwar <- ifelse(docvars(data, "Year") > 1945, "post-war", "pre-war")
textmod <- textmodel_nb(dtm[-ndoc(dtm), ], y = postwar[-ndoc(dtm)], prior = "docfreq")

The same sorts of commands that work with other fitted model objects (e.g. lm(), glm(), etc.) will work with a fitted Naive Bayes textmodel object. So:

summary(textmod)
## 
## Call:
## textmodel_nb.dfm(x = dtm[-ndoc(dtm), ], y = postwar[-ndoc(dtm)], 
##     prior = "docfreq")
## 
## Class Priors:
## (showing first 2 elements)
## post-war  pre-war 
##   0.2982   0.7018 
## 
## Estimated Feature Scores:
##          fellow-citizen  senat   hous  repres among vicissitud   incid
## post-war        0.02495 0.4701 0.2965 0.06968 0.213     0.1276 0.08514
## pre-war         0.97505 0.5299 0.7035 0.93032 0.787     0.8724 0.91486
##            life  event   fill greater anxieti  notif transmit  order
## post-war 0.3941 0.1587 0.3945  0.3625  0.1201 0.3385   0.1021 0.1864
## pre-war  0.6059 0.8413 0.6055  0.6375  0.8799 0.6615   0.8979 0.8136
##          receiv   14th    day present  month    one  hand summon countri
## post-war 0.1317 0.3385 0.5107 0.06946 0.4603 0.3242 0.307 0.6524  0.1891
## pre-war  0.8683 0.6615 0.4893 0.93054 0.5397 0.6758 0.693 0.3476  0.8109
##           whose  voic    can  never   hear  vener
## post-war 0.2097 0.482 0.3464 0.2767 0.6418 0.1021
## pre-war  0.7903 0.518 0.6536 0.7233 0.3582 0.8979

predict(textmod, newdata = dtm[ndoc(dtm), ])
## 2017-Trump 
##   post-war 
## Levels: post-war pre-war

predict(textmod, newdata = dtm[ndoc(dtm), ], type = "probability")
##            post-war       pre-war
## 2017-Trump        1 1.828083e-157

You have a few choices. @TylerRinker commented about qdap, which is certainly a way to go.

Alternatively (or additionally) you could also benefit from a healthy does of parallelism. There's a nice CRAN page detailing HPC resources in R. It's a bit dated though and the multicore package's functionality is now contained within parallel.

You can scale up your text mining using the multicore apply functions of the parallel package or with cluster computing (also supported by that package, as well as by snowfall and biopara).

Another way to go is to employ a MapReduce approach. A nice presentation on combining tm and MapReduce for big data is available here. While that presentation is a few years old, all of the information is still current, valid and relevant. The same authors have a newer academic article on the topic, which focuses on the tm.plugin.dc plugin. To get around having a Vector Source instead of DirSource you can use coercion:

data("crude")
as.DistributedCorpus(crude)

If none of those solutions fit your taste, or if you're just feeling adventurous, you might also see how well your GPU can tackle the problem. There's a lot of variation in how well GPUs perform relative to CPUs and this may be a use case. If you'd like to give it a try, you can use gputools or the other GPU packages mentioned on the CRAN HPC Task View.

Example:

library(tm)
install.packages("tm.plugin.dc")
library(tm.plugin.dc)

GetDCorpus <-function(textVector)
{
  doc.corpus <- as.DistributedCorpus(VCorpus(VectorSource(textVector)))
  doc.corpus <- tm_map(doc.corpus, content_transformer(tolower))
  doc.corpus <- tm_map(doc.corpus, content_transformer(removeNumbers))
  doc.corpus <- tm_map(doc.corpus, content_transformer(removePunctuation))
  # <- tm_map(doc.corpus, removeWords, stopwords("english")) # won't accept this for some reason...
  return(doc.corpus)
}

data <- data.frame(
  c("Let the big dogs hunt","No holds barred","My child is an honor student"), stringsAsFactors = F)

dcorp <- GetDCorpus(data[,1])

tdm <- TermDocumentMatrix(dcorp)

inspect(tdm)

Output:

> inspect(tdm)
<<TermDocumentMatrix (terms: 10, documents: 3)>>
Non-/sparse entries: 10/20
Sparsity           : 67%
Maximal term length: 7
Weighting          : term frequency (tf)

         Docs
Terms     1 2 3
  barred  0 1 0
  big     1 0 0
  child   0 0 1
  dogs    1 0 0
  holds   0 1 0
  honor   0 0 1
  hunt    1 0 0
  let     1 0 0
  student 0 0 1
  the     1 0 0

Which approach?

data.table is definitely the right way to go. Regex operations are slow, although the ones in stringi are much faster (in addition to being much better). Anything with

I went through many iterations of solving problem in creating quanteda::dfm() for my quanteda package (see the GitHub repo here). The fastest solution, by far, involves using the data.table and Matrix packages to index the documents and tokenised features, counting the features within documents, and plugging the result straight into a sparse matrix.

In the code below, I've taken for an example texts found with the quanteda package, which you can (and should!) install from CRAN or the development version from

devtools::install_github("kbenoit/quanteda")

I'd be very interested to see how it works on your 4m documents. Based on my experience working with corpuses of that size, it will work pretty well (if you have enough memory).

Note that in all my profiling, I could not improve the speed of the data.table operations through any sort of parallelisation, because of the way they are written in C++.

Core of the quanteda dfm() function

Here is the bare bones of the data.table based source code, in case any one wants to have a go at improving it. It takes a input a list of character vectors representing the tokenized texts. In the quanteda package, the full-featured dfm() works directly on character vectors of documents, or corpus objects, directly and implements lowercasing, removal of numbers, and removal of spacing by default (but these can all be modified if wished).

require(data.table)
require(Matrix)

dfm_quanteda <- function(x) {
    docIndex <- 1:length(x)
    if (is.null(names(x))) 
        names(docIndex) <- factor(paste("text", 1:length(x), sep="")) else
            names(docIndex) <- names(x)

    alltokens <- data.table(docIndex = rep(docIndex, sapply(x, length)),
                            features = unlist(x, use.names = FALSE))
    alltokens <- alltokens[features != ""]  # if there are any "blank" features
    alltokens[, "n":=1L]
    alltokens <- alltokens[, by=list(docIndex,features), sum(n)]

    uniqueFeatures <- unique(alltokens$features)
    uniqueFeatures <- sort(uniqueFeatures)

    featureTable <- data.table(featureIndex = 1:length(uniqueFeatures),
                               features = uniqueFeatures)
    setkey(alltokens, features)
    setkey(featureTable, features)

    alltokens <- alltokens[featureTable, allow.cartesian = TRUE]
    alltokens[is.na(docIndex), c("docIndex", "V1") := list(1, 0)]

    sparseMatrix(i = alltokens$docIndex, 
                 j = alltokens$featureIndex, 
                 x = alltokens$V1, 
                 dimnames=list(docs=names(docIndex), features=uniqueFeatures))
}

require(quanteda)
str(inaugTexts)
## Named chr [1:57] "Fellow-Citizens of the Senate and of the House of Representatives:\n\nAmong the vicissitudes incident to life no event could ha"| __truncated__ ...
## - attr(*, "names")= chr [1:57] "1789-Washington" "1793-Washington" "1797-Adams" "1801-Jefferson" ...
tokenizedTexts <- tokenize(toLower(inaugTexts), removePunct = TRUE, removeNumbers = TRUE)
system.time(dfm_quanteda(tokenizedTexts))
##  user  system elapsed 
## 0.060   0.005   0.064 

That's just a snippet of course but the full source code is easily found on the GitHub repo (dfm-main.R).

quanteda on your example

How's this for simplicity?

require(quanteda)
mytext <- c("Let the big dogs hunt",
            "No holds barred",
            "My child is an honor student")
dfm(mytext, ignoredFeatures = stopwords("english"), stem = TRUE)
# Creating a dfm from a character vector ...
# ... lowercasing
# ... tokenizing
# ... indexing 3 documents
# ... shaping tokens into data.table, found 14 total tokens
# ... stemming the tokens (english)
# ... ignoring 174 feature types, discarding 5 total features (35.7%)
# ... summing tokens by document
# ... indexing 9 feature types
# ... building sparse matrix
# ... created a 3 x 9 sparse dfm
# ... complete. Elapsed time: 0.023 seconds.

# Document-feature matrix of: 3 documents, 9 features.
# 3 x 9 sparse Matrix of class "dfmSparse"
# features
# docs    bar big child dog hold honor hunt let student
# text1   0   1     0   1    0     0    1   1       0
# text2   1   0     0   0    1     0    0   0       0
# text3   0   0     1   0    0     1    0   0       1