# Quick Start Guide

# Installing the package

Since quanteda is available on CRAN, you can install by using your GUI’s R package installer, or execute:

    install.packages("quanteda")

See an instructions at https://github.com/quanteda/quanteda to install the (development) GitHub version.

## Additional recommended packages:

The following packages contain modularised functions that were formerly part of quanteda, and we recommend that you always install them along with quanteda:

- quanteda.textmodels: Functions for scaling and classifying textual data.
- quanteda.textstats: Statistics for textual data.
- quanteda.textplots: Statistics for textual data.

The following packages work well with or extend quanteda and we recommend that you also install them:

- readtext: An easy way to read text data into R, from almost any input format.

- spacyr: NLP using the spaCy library, including part-of-speech tagging, entity recognition, and dependency parsing.

- quanteda.corpora: Additional textual data for use with quanteda.

      remotes::install_github("quanteda/quanteda.corpora")

- quanteda.dictionaries: Various dictionaries for use with quanteda, including the function `liwcalike()`, an R implementation of the Linguistic Inquiry and Word Count approach to text analysis.

      remotes::install_github("kbenoit/quanteda.dictionaries")

# Creating a Corpus

You load the package to access to functions and data in the package.

    library("quanteda")

## Currently available corpus sources

quanteda has a simple and powerful companion package for loading texts: readtext. The main function in this package, `readtext()`, takes a file or fileset from disk or a URL, and returns a type of data.frame that can be used directly with the `corpus()` constructor function, to create a quanteda corpus object.

`readtext()` works on:

- text (`.txt`) files;
- comma-separated-value (`.csv`) files;
- XML formatted data;
- data from the Facebook API, in JSON format;
- data from the Twitter API, in JSON format; and
- generic JSON data.

The corpus constructor command `corpus()` works directly on:

- a vector of character objects, for instance that you have already loaded into the workspace using other tools;
- a `VCorpus` corpus object from the tm package.
- a data.frame containing a text column and any other document-level metadata.

### Building a corpus from a character vector

The simplest case is to create a corpus from a vector of texts already in memory in R. This gives the advanced R user complete flexibility with his or her choice of text inputs, as there are almost endless ways to get a vector of texts into R.

If we already have the texts in this form, we can call the corpus constructor function directly. We can demonstrate this on the built-in character object of the texts about immigration policy extracted from the 2010 election manifestos of the UK political parties (called `data_char_ukimmig2010`).

    corp_uk <- corpus(data_char_ukimmig2010)  # build a new corpus from the texts
    summary(corp_uk)

    ## Corpus consisting of 9 documents, showing 9 documents:
    ##
    ##          Text Types Tokens Sentences
    ##           BNP  1125   3280       136
    ##     Coalition   142    260        12
    ##  Conservative   251    499        21
    ##        Greens   322    679        30
    ##        Labour   298    683        33
    ##        LibDem   251    483        26
    ##            PC    77    114         5
    ##           SNP    88    134         4
    ##          UKIP   346    723        37

If we wanted, we could add some document-level variables – what quanteda calls docvars – to this corpus.

We can do this using the R’s `names()` function to get the names of the character vector `data_char_ukimmig2010`, and assign this to a document variable (docvar).

    docvars(corp_uk, "Party") <- names(data_char_ukimmig2010)
    docvars(corp_uk, "Year") <- 2010
    summary(corp_uk)

    ## Corpus consisting of 9 documents, showing 9 documents:
    ##
    ##          Text Types Tokens Sentences        Party Year
    ##           BNP  1125   3280       136          BNP 2010
    ##     Coalition   142    260        12    Coalition 2010
    ##  Conservative   251    499        21 Conservative 2010
    ##        Greens   322    679        30       Greens 2010
    ##        Labour   298    683        33       Labour 2010
    ##        LibDem   251    483        26       LibDem 2010
    ##            PC    77    114         5           PC 2010
    ##           SNP    88    134         4          SNP 2010
    ##          UKIP   346    723        37         UKIP 2010

### Loading in files using the readtext package

    require(readtext)

    # Twitter json
    dat_json <- readtext("social_media/zombies/tweets.json")
    corp_twitter <- corpus(dat_json)
    summary(corp_twitter, 5)

    # generic json - needs a textfield specifier
    dat_sotu <- readtext("corpora/sotu/sotu.json", text_field = "text")
    summary(corpus(dat_sotu), 5)

    # text file
    dat_txtone <- readtext("corpora/project_gutenberg/pg2701.txt")
    summary(corpus(dat_txtone), 5)

    # multiple text files
    dat_txtmultiple1 <- readtext("corpora/inaugural/*.txt")
    summary(corpus(dat_txtmultiple1), 5)

    # multiple text files with docvars from filenames
    dat_txtmultiple2 <- readtext("corpora/inaugural/*.txt",
                                 docvarsfrom = "filenames", sep = "-",
                                 docvarnames = c("Year", "President"))
    summary(corpus(dat_txtmultiple2), 5)

    # XML data
    dat_xml <- readtext("xmlData/plant_catalog.xml", text_field = "COMMON")
    summary(corpus(dat_xml), 5)

    # csv file
    write.csv(data.frame(inaug_speech = as.character(data_corpus_inaugural),
                         docvars(data_corpus_inaugural)),
              file = "/tmp/inaug_texts.csv", row.names = FALSE)
    dat_csv <- readtext("/tmp/inaug_texts.csv", text_field = "inaug_speech")
    summary(corpus(dat_csv), 5)

## Working with a quanteda corpus

### Corpus principles

A corpus is designed to be a “library” of original documents that have been converted to plain, UTF-8 encoded text, and stored along with meta-data at the corpus level and at the document-level. We have a special name for document-level meta-data: docvars. These are variables or features that describe attributes of each document.

A corpus is designed to be a more or less static container of texts with respect to processing and analysis. This means that the texts in corpus are not designed to be changed internally through (for example) cleaning or pre-processing steps, such as stemming or removing punctuation. Rather, texts can be extracted from the corpus as part of processing, and assigned to new objects, but the idea is that the corpus will remain as an original reference copy so that other analyses – for instance those in which stems and punctuation were required, such as analysing a reading ease index – can be performed on the same corpus.

A corpus is a special form of character vector, meaning most functions that work with a character input will also work on a corpus. But a corpus object (as do other quanteda core objects) has its own convenient print method.

    print(data_corpus_inaugural)

    ## Corpus consisting of 60 documents and 4 docvars.
    ## 1789-Washington :
    ## "Fellow-Citizens of the Senate and of the House of Representa..."
    ##
    ## 1793-Washington :
    ## "Fellow citizens, I am again called upon by the voice of my c..."
    ##
    ## 1797-Adams :
    ## "When it was first perceived, in early times, that no middle ..."
    ##
    ## 1801-Jefferson :
    ## "Friends and Fellow Citizens: Called upon to undertake the du..."
    ##
    ## 1805-Jefferson :
    ## "Proceeding, fellow citizens, to that qualification which the..."
    ##
    ## 1809-Madison :
    ## "Unwilling to depart from examples of the most revered author..."
    ##
    ## [ reached max_ndoc ... 54 more documents ]

To coerce a corpus to a plain character type, stripping its special attributes, use `as.character()`.

    as.character(data_corpus_inaugural)[2]

    ##                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              1793-Washington
    ## "Fellow citizens, I am again called upon by the voice of my country to execute the functions of its Chief Magistrate. When the occasion proper for it shall arrive, I shall endeavor to express the high sense I entertain of this distinguished honor, and of the confidence which has been reposed in me by the people of united America.\n\nPrevious to the execution of any official act of the President the Constitution requires an oath of office. This oath I am now about to take, and in your presence: That if it shall be found during my administration of the Government I have in any instance violated willingly or knowingly the injunctions thereof, I may (besides incurring constitutional punishment) be subject to the upbraidings of all who are now witnesses of the present solemn ceremony.\n\n "

To summarize the texts from a corpus, we can call a `summary()` method defined for a corpus.

    summary(data_corpus_inaugural, n = 5)

    ## Corpus consisting of 60 documents, showing 5 documents:
    ##
    ##             Text Types Tokens Sentences Year  President FirstName
    ##  1789-Washington   625   1537        24 1789 Washington    George
    ##  1793-Washington    96    147         5 1793 Washington    George
    ##       1797-Adams   826   2577        37 1797      Adams      John
    ##   1801-Jefferson   717   1923        43 1801  Jefferson    Thomas
    ##   1805-Jefferson   804   2380        45 1805  Jefferson    Thomas
    ##                  Party
    ##                   none
    ##                   none
    ##             Federalist
    ##  Democratic-Republican
    ##  Democratic-Republican

We can save the output from the summary command as a data frame, and plot some basic descriptive statistics with this information:

    tokeninfo <- summary(data_corpus_inaugural)
    tokeninfo$Year <- docvars(data_corpus_inaugural, "Year")
    with(tokeninfo, plot(Year, Tokens, type = "b", pch = 19, cex = .7))

    # longest inaugural address: William Henry Harrison
    tokeninfo[which.max(tokeninfo$Tokens), ]

    ##             Text Types Tokens Sentences Year President     FirstName Party
    ## 14 1841-Harrison  1896   9125       210 1841  Harrison William Henry  Whig

## Tools for handling corpus objects

### Adding two corpus objects together

The `+` operator provides a simple method for concatenating two corpus objects. If they contain different sets of document-level variables, these will be stitched together in a fashion that guarantees that no information is lost. Corpus-level meta-data is also concatenated.

    corp1 <- head(data_corpus_inaugural, 2)
    corp2 <- tail(data_corpus_inaugural, 2)
    corp3 <- corp1 + corp2
    summary(corp3)

    ## Corpus consisting of 4 documents, showing 4 documents:
    ##
    ##             Text Types Tokens Sentences Year  President FirstName      Party
    ##  1789-Washington   625   1537        24 1789 Washington    George       none
    ##  1793-Washington    96    147         5 1793 Washington    George       none
    ##       2021-Biden   812   2766       229 2021      Biden Joseph R. Democratic
    ##       2025-Trump  1000   3347       177 2025      Trump Donald J. Republican

### Subsetting corpus objects

There is a method of the `corpus_subset()` function defined for corpus objects, where a new corpus can be extracted based on logical conditions applied to docvars:

    summary(corpus_subset(data_corpus_inaugural, Year > 1990))

    ## Corpus consisting of 9 documents, showing 9 documents:
    ##
    ##          Text Types Tokens Sentences Year President FirstName      Party
    ##  1993-Clinton   642   1833        82 1993   Clinton      Bill Democratic
    ##  1997-Clinton   773   2436       113 1997   Clinton      Bill Democratic
    ##     2001-Bush   621   1806        98 2001      Bush George W. Republican
    ##     2005-Bush   772   2312        99 2005      Bush George W. Republican
    ##    2009-Obama   938   2689       112 2009     Obama    Barack Democratic
    ##    2013-Obama   814   2317        90 2013     Obama    Barack Democratic
    ##    2017-Trump   582   1660        89 2017     Trump Donald J. Republican
    ##    2021-Biden   812   2766       229 2021     Biden Joseph R. Democratic
    ##    2025-Trump  1000   3347       177 2025     Trump Donald J. Republican

    summary(corpus_subset(data_corpus_inaugural, President == "Adams"))

    ## Corpus consisting of 2 documents, showing 2 documents:
    ##
    ##        Text Types Tokens Sentences Year President   FirstName
    ##  1797-Adams   826   2577        37 1797     Adams        John
    ##  1825-Adams  1003   3147        75 1825     Adams John Quincy
    ##                  Party
    ##             Federalist
    ##  Democratic-Republican

## Exploring corpus texts

The `kwic` function (keywords-in-context) performs a search for a word and allows us to view the contexts in which it occurs:

    data_tokens_inaugural <- tokens(data_corpus_inaugural)
    kwic(data_tokens_inaugural, pattern = "terror")

    ## Keyword-in-context with 8 matches.
    ##
    ##     [1797-Adams, 1324]              fraud or violence, by | terror |
    ##  [1933-Roosevelt, 111] nameless, unreasoning, unjustified | terror |
    ##  [1941-Roosevelt, 285]      seemed frozen by a fatalistic | terror |
    ##    [1961-Kennedy, 850]    alter that uncertain balance of | terror |
    ##     [1981-Reagan, 811]     freeing all Americans from the | terror |
    ##   [1997-Clinton, 1047]        They fuel the fanaticism of | terror |
    ##   [1997-Clinton, 1647]  maintain a strong defense against | terror |
    ##     [2009-Obama, 1619]     advance their aims by inducing | terror |
    ##
    ##  , intrigue, or venality
    ##  which paralyzes needed efforts to
    ##  , we proved that this
    ##  that stays the hand of
    ##  of runaway living costs.
    ##  . And they torment the
    ##  and destruction. Our children
    ##  and slaughtering innocents, we

Patterns in quanteda can take the form of “glob” patterns (the default), regular expressions, or fixed expressions, set through the `valuetype` argument.

    kwic(data_tokens_inaugural, pattern = "terror", valuetype = "regex")

    ## Keyword-in-context with 13 matches.
    ##
    ##     [1797-Adams, 1324]                   fraud or violence, by |  terror   |
    ##  [1933-Roosevelt, 111]      nameless, unreasoning, unjustified |  terror   |
    ##  [1941-Roosevelt, 285]           seemed frozen by a fatalistic |  terror   |
    ##    [1961-Kennedy, 850]         alter that uncertain balance of |  terror   |
    ##    [1961-Kennedy, 972]               of science instead of its |  terrors  |
    ##     [1981-Reagan, 811]          freeing all Americans from the |  terror   |
    ##    [1981-Reagan, 2187]        understood by those who practice | terrorism |
    ##   [1997-Clinton, 1047]             They fuel the fanaticism of |  terror   |
    ##   [1997-Clinton, 1647]       maintain a strong defense against |  terror   |
    ##     [2009-Obama, 1619]          advance their aims by inducing |  terror   |
    ##     [2017-Trump, 1117] civilized world against radical Islamic | terrorism |
    ##      [2021-Biden, 544]             , white supremacy, domestic | terrorism |
    ##     [2025-Trump, 1371]      designating the cartels as foreign | terrorist |
    ##
    ##  , intrigue, or venality
    ##  which paralyzes needed efforts to
    ##  , we proved that this
    ##  that stays the hand of
    ##  . Together let us explore
    ##  of runaway living costs.
    ##  and prey upon their neighbors
    ##  . And they torment the
    ##  and destruction. Our children
    ##  and slaughtering innocents, we
    ##  , which we will eradicate
    ##  that we must confront and
    ##  organizations. And by invoking

    kwic(data_tokens_inaugural, pattern = "communist*")

    ## Keyword-in-context with 2 matches.
    ##
    ##   [1949-Truman, 832] the actions resulting from the | Communist  |
    ##  [1961-Kennedy, 510]     required - not because the | Communists |
    ##
    ##  philosophy are a threat to
    ##  may be doing it,

Using `phrase()` we can also look up multi-word expressions.

    # show context of the first six occurrences of "United States"
    kwic(data_tokens_inaugural, pattern = phrase("United States")) |>
        head()

    ## Keyword-in-context with 6 matches.
    ##
    ##  [1789-Washington, 433:434]            of the people of the | United States |
    ##  [1789-Washington, 529:530]          more than those of the | United States |
    ##       [1797-Adams, 524:525]     saw the Constitution of the | United States |
    ##     [1797-Adams, 1716:1717]      to the Constitution of the | United States |
    ##     [1797-Adams, 2480:2481] support the Constitution of the | United States |
    ##   [1805-Jefferson, 441:442]       sees a taxgatherer of the | United States |
    ##
    ##  a Government instituted by themselves
    ##  . Every step by which
    ##  in a foreign country.
    ##  , and a conscientious determination
    ##  , I entertain no doubt
    ##  ? These contributions enable us

In the above summary, `Year` and `President` are variables associated with each document. We can access such variables with the `docvars()` function.

    # inspect the document-level variables
    head(docvars(data_corpus_inaugural))

    ##   Year  President FirstName                 Party
    ## 1 1789 Washington    George                  none
    ## 2 1793 Washington    George                  none
    ## 3 1797      Adams      John            Federalist
    ## 4 1801  Jefferson    Thomas Democratic-Republican
    ## 5 1805  Jefferson    Thomas Democratic-Republican
    ## 6 1809    Madison     James Democratic-Republican

More corpora are available from the quanteda.corpora package.

# Tokenizing texts

To simply tokenize a text, quanteda provides a powerful command called `tokens()`. This produces an intermediate object, consisting of a list of tokens in the form of character vectors, where each element of the list corresponds to an input document.

`tokens()` is deliberately conservative, meaning that it does not remove anything from the text unless told to do so.

    txt <- c(text1 = "This is $10 in 999 different ways,\n up and down; left and right!",
             text2 = "@koheiw7 working: on #quanteda 2day\t4ever, http://textasdata.com?page=123.")
    tokens(txt)

    ## Tokens consisting of 2 documents.
    ## text1 :
    ##  [1] "This"      "is"        "$"         "10"        "in"        "999"
    ##  [7] "different" "ways"      ","         "up"        "and"       "down"
    ## [ ... and 5 more ]
    ##
    ## text2 :
    ## [1] "@koheiw7"                        "working"
    ## [3] ":"                               "on"
    ## [5] "#quanteda"                       "2day"
    ## [7] "4ever"                           ","
    ## [9] "http://textasdata.com?page=123."

    tokens(txt, remove_numbers = TRUE,  remove_punct = TRUE)

    ## Tokens consisting of 2 documents.
    ## text1 :
    ##  [1] "This"      "is"        "$"         "in"        "different" "ways"
    ##  [7] "up"        "and"       "down"      "left"      "and"       "right"
    ##
    ## text2 :
    ## [1] "@koheiw7"                        "working"
    ## [3] "on"                              "#quanteda"
    ## [5] "2day"                            "4ever"
    ## [7] "http://textasdata.com?page=123."

    tokens(txt, remove_numbers = FALSE, remove_punct = TRUE)

    ## Tokens consisting of 2 documents.
    ## text1 :
    ##  [1] "This"      "is"        "$"         "10"        "in"        "999"
    ##  [7] "different" "ways"      "up"        "and"       "down"      "left"
    ## [ ... and 2 more ]
    ##
    ## text2 :
    ## [1] "@koheiw7"                        "working"
    ## [3] "on"                              "#quanteda"
    ## [5] "2day"                            "4ever"
    ## [7] "http://textasdata.com?page=123."

    tokens(txt, remove_numbers = TRUE,  remove_punct = FALSE)

    ## Tokens consisting of 2 documents.
    ## text1 :
    ##  [1] "This"      "is"        "$"         "in"        "different" "ways"
    ##  [7] ","         "up"        "and"       "down"      ";"         "left"
    ## [ ... and 3 more ]
    ##
    ## text2 :
    ## [1] "@koheiw7"                        "working"
    ## [3] ":"                               "on"
    ## [5] "#quanteda"                       "2day"
    ## [7] "4ever"                           ","
    ## [9] "http://textasdata.com?page=123."

    tokens(txt, remove_numbers = FALSE, remove_punct = FALSE)

    ## Tokens consisting of 2 documents.
    ## text1 :
    ##  [1] "This"      "is"        "$"         "10"        "in"        "999"
    ##  [7] "different" "ways"      ","         "up"        "and"       "down"
    ## [ ... and 5 more ]
    ##
    ## text2 :
    ## [1] "@koheiw7"                        "working"
    ## [3] ":"                               "on"
    ## [5] "#quanteda"                       "2day"
    ## [7] "4ever"                           ","
    ## [9] "http://textasdata.com?page=123."

    tokens(txt, remove_numbers = FALSE, remove_punct = FALSE, remove_separators = FALSE)

    ## Tokens consisting of 2 documents.
    ## text1 :
    ##  [1] "This"      " "         "is"        " "         "$"         "10"
    ##  [7] " "         "in"        " "         "999"       " "         "different"
    ## [ ... and 18 more ]
    ##
    ## text2 :
    ##  [1] "@koheiw7"  " "         "working"   ":"         " "         "on"
    ##  [7] " "         "#quanteda" " "         "2day"      "\t"        "4ever"
    ## [ ... and 3 more ]

We also have the option to tokenize characters:

    tokens("Great website: http://textasdata.com?page=123.", what = "character")

    ## Tokens consisting of 1 document.
    ## text1 :
    ##  [1] "G" "r" "e" "a" "t" "w" "e" "b" "s" "i" "t" "e"
    ## [ ... and 32 more ]

    tokens("Great website: http://textasdata.com?page=123.", what = "character",
             remove_separators = FALSE)

    ## Tokens consisting of 1 document.
    ## text1 :
    ##  [1] "G" "r" "e" "a" "t" " " "w" "e" "b" "s" "i" "t"
    ## [ ... and 34 more ]

and sentences:

    # sentence level
    tokens(c("Kurt Vongeut said; only assholes use semi-colons.",
             "Today is Thursday in Canberra:  It is yesterday in London.",
             "En el caso de que no puedas ir con ellos, ¿quieres ir con nosotros?"),
              what = "sentence")

    ## Tokens consisting of 3 documents.
    ## text1 :
    ## [1] "Kurt Vongeut said; only assholes use semi-colons."
    ##
    ## text2 :
    ## [1] "Today is Thursday in Canberra:  It is yesterday in London."
    ##
    ## text3 :
    ## [1] "En el caso de que no puedas ir con ellos, ¿quieres ir con nosotros?"

### “Pre-processing” tokens

A common step at the tokenisation stage is to apply certain transformations to the text such as removal of punctuation, numbers, or symbols, removing “stopwords”, removing URLs, etc. Other options might involve rules for how to treat hyphenated words (splitting versus preserving them) or whether or how to treat special characters such as those found in social media (hashtags starting with “#” or usernames starting with “@”).

The approach taken in quanteda to what is common known as “pre-processing” the texts involves three core principles.

1. No transformations should be applied directly to the corpus object (except for cleaning out non-textual elements or correcting errors). The corpus should remain a complete representation of the original documents.

2. Tokenisation through the default quanteda tokeniser involves only two forms of token manipulation: removals and splits. By default, the tokeniser is very conservative, removing only separators by default.

   1. Removals take the the form of `remove_*` arguments – e.g., `remove_punct` for removing punctuation characters – that remove classes of characters or tokens, such as URLs. With the sole exception of `remove_separators = TRUE`, all of these removals are `FALSE` by default.

   2. Splits take the form of two arguments, `split_hyphens` and `split_tags`, both `FALSE` by default. “Tags” in this case means whether to break up social media hashtags or whether to preserve them.

3. Other transformations, including (word-based) patterns or removals, case transformations, n-gram formation, chunking, etc. all take place through additional functions, such as `tokens_tolower()` to lower-case tokens or tokens_remove()` to remove patterns such as stopwords.

Pre-defined stopwords are available defined for numerous languages, accessed through the `stopwords()` function (which re-exports the stopwords package function `stopwords()`):

    head(stopwords("en"), 20)

    ##  [1] "i"          "me"         "my"         "myself"     "we"
    ##  [6] "our"        "ours"       "ourselves"  "you"        "your"
    ## [11] "yours"      "yourself"   "yourselves" "he"         "him"
    ## [16] "his"        "himself"    "she"        "her"        "hers"

    head(stopwords("ru"), 10)

    ##  [1] "и"   "в"   "во"  "не"  "что" "он"  "на"  "я"   "с"   "со"

    head(stopwords("ar", source = "misc"), 10)

    ##  [1] "فى"  "في"  "كل"  "لم"  "لن"  "له"  "من"  "هو"  "هي"  "قوة"

### Splitting and compounding tokens

With `tokens_compound()`, we can concatenate multi-word expressions and keep them as a single feature in subsequent analyses:

    tokens("New York City is located in the United States.") |>
        tokens_compound(pattern = phrase(c("New York City", "United States")))

    ## Tokens consisting of 1 document.
    ## text1 :
    ## [1] "New_York_City" "is"            "located"       "in"
    ## [5] "the"           "United_States" "."

Conversely, the function `tokens_split()` can split tokens by a pattern.

    tokens("one~two~three") |>
        tokens_split(separator = "~")

    ## Tokens consisting of 1 document.
    ## text1 :
    ## [1] "one"   "two"   "three"

# Constructing a document-feature matrix

In order to perform statistical analysis such as document scaling, we must extract a matrix associating values for certain features with each document. In quanteda, we use the `dfm()` function to produce such a matrix. “dfm” is short for document-feature matrix, and always refers to documents in rows and “features” as columns. We fix this dimensional orientation because it is standard in data analysis to have a unit of analysis as a row, and features or variables pertaining to each unit as columns. We call them “features” rather than terms, because features are more general than terms: they can be defined as raw terms, stemmed terms, the parts of speech of terms, terms after stopwords have been removed, or a dictionary class to which a term belongs. Features can be entirely general, such as ngrams or syntactic dependencies, and we leave this open-ended.

The `dfm()` function is slightly less conservative than the `tokens()` function, applying one transformation by default: converting the texts to lower case, via the default `tolower = TRUE`.

    corp_inaug_post1990 <- corpus_subset(data_corpus_inaugural, Year > 1990)

    # make a dfm
    dfmat_inaug_post1990 <- corp_inaug_post1990 |>
        tokens() |>
        dfm()
    print(dfmat_inaug_post1990)

    ## Document-feature matrix of: 9 documents, 3,070 features (76.17% sparse) and 4
    ## docvars.
    ##               features
    ## docs           my fellow citizens   , today we celebrate the mystery  of
    ##   1993-Clinton  7      5        2 139    10 52         3  89       1  46
    ##   1997-Clinton  6      7        7 131     5 42         1 133       0  96
    ##   2001-Bush     3      1        9 110     2 47         0  53       0  58
    ##   2005-Bush     2      3        6 120     3 37         1 142       0 116
    ##   2009-Obama    2      1        1 130     6 62         0 135       0  82
    ##   2013-Obama    3      3        6  99     4 68         0 104       0  69
    ## [ reached max_ndoc ... 3 more documents, reached max_nfeat ... 3,060 more
    ## features ]

### Analysing the document-feature matrix

The dfm can be inspected in the Environment pane in RStudio, or by calling R’s `View()` function. Calling `textplot_wordcloud()` on a dfm will display a wordcloud.

    dfmat_uk <- tokens(data_char_ukimmig2010, remove_punct = TRUE) |>
      tokens_remove(stopwords("en")) |>
      dfm()
    dfmat_uk

    ## Document-feature matrix of: 9 documents, 1,547 features (83.78% sparse) and 0
    ## docvars.
    ##               features
    ## docs           immigration unparalleled crisis bnp can solve current birth
    ##   BNP                   21            1      2  13   1     2       4     4
    ##   Coalition              6            0      0   0   0     0       1     0
    ##   Conservative           3            0      0   0   2     0       0     0
    ##   Greens                 8            0      0   0   1     0       0     0
    ##   Labour                13            0      0   0   1     0       0     0
    ##   LibDem                 5            0      0   0   2     0       0     0
    ##               features
    ## docs           rates indigenous
    ##   BNP              2          5
    ##   Coalition        0          0
    ##   Conservative     0          0
    ##   Greens           0          0
    ##   Labour           0          0
    ##   LibDem           0          0
    ## [ reached max_ndoc ... 3 more documents, reached max_nfeat ... 1,537 more
    ## features ]

To access a list of the most frequently occurring features, we can use `topfeatures()`:

    # 20 most frequent words
    topfeatures(dfmat_uk, 20)

    ## immigration     british      people      asylum     britain          uk
    ##          66          37          35          29          28          27
    ##      system  population     country         new  immigrants      ensure
    ##          27          21          20          19          17          17
    ##       shall citizenship      social    national         bnp     illegal
    ##          17          16          14          14          13          13
    ##        work     percent
    ##          13          12

### Grouping documents by document variable

Often, we are interested in analysing how texts differ according to substantive factors which may be encoded in the document variables, rather than simply by the boundaries of the document files. We can group documents that share the same value for a document variable using `dfm_group()`. When the variables for selection in functions such as `dfm_group()` are document variables attached to the dfm, then they can be referred to directly.

    dfmat_pres <- tail(data_corpus_inaugural, 20) |>
      tokens(remove_punct = TRUE) |>
      tokens_remove(stopwords("en")) |>
      dfm() |>
      dfm_group(groups = Party)

We can sort the features of this dfm, by default in terms of greatest frequency first, and inspect it:

    dfm_sort(dfmat_pres)

    ## Document-feature matrix of: 2 documents, 4,614 features (32.47% sparse) and 1
    ## docvar.
    ##             features
    ## docs          us world can people america must new nation freedom time
    ##   Democratic 148    87  93     79      65   91  87     73      36   51
    ##   Republican 142   117  86     97     101   69  72     81      87   61
    ## [ reached max_nfeat ... 4,604 more features ]

## Dictionary functions

For some applications we have prior knowledge of sets of words that are indicative of traits we would like to measure from the text. For example, a general list of positive words might indicate positive sentiment in a movie review, or we might have a dictionary of political terms which are associated with a particular ideological stance. In these cases, it is sometimes useful to treat these groups of words as equivalent for the purposes of analysis, and sum their counts into classes.

For example, let’s look at how words associated with terrorism and words associated with the economy vary by President in the inaugural speeches corpus. From the original corpus, we select Presidents since Clinton:

    corp_inaug_post1991 <- corpus_subset(data_corpus_inaugural, Year > 1991)

Now we define a demonstration dictionary:

    dict <- dictionary(list(terror = c("terrorism", "terrorists", "threat"),
                            economy = c("jobs", "business", "grow", "work")))

We can use the dictionary when making the dfm:

    dfmat_inaug_post1991_dict <- tokens(corp_inaug_post1991) |>
      tokens_lookup(dictionary = dict) |>
      dfm()
    dfmat_inaug_post1991_dict

    ## Document-feature matrix of: 9 documents, 2 features (16.67% sparse) and 4
    ## docvars.
    ##               features
    ## docs           terror economy
    ##   1993-Clinton      0       8
    ##   1997-Clinton      1       8
    ##   2001-Bush         0       4
    ##   2005-Bush         1       6
    ##   2009-Obama        1      10
    ##   2013-Obama        1       6
    ## [ reached max_ndoc ... 3 more documents ]

The constructor function `dictionary()` also works with several common “foreign” dictionary formats: the LIWC and Provalis Research’s Wordstat format. For instance, we can load the LIWC and apply this to the Presidential inaugural speech corpus:

    dictliwc <- dictionary(file = "LIWC2001_English.dic", format = "LIWC")
    dfmat_inaug_subset <- tokens(data_corpus_inaugural[52:58]) |>
                          dfm() |>
                          dfm_lookup(dictionary = dictliwc)
    dfmat_inaug_subset[, 1:10]

    ## Document-feature matrix of: 7 documents, 10 features (1.43% sparse) and 4 docvars.
    ##               features
    ## docs           Pronoun  I  We Self You Other Negate Assent Article Preps
    ##   1993-Clinton     179 15 124  139  12    12     25      2     115   211
    ##   1997-Clinton     188  8 134  142   0    27     27      4     194   310
    ##   2001-Bush        176 15 111  126   8    16     40      2     104   208
    ##   2005-Bush        171 10  92  102  25    20     25      5     174   307
    ##   2009-Obama       243  5 156  161  17    34     40      2     185   294
    ##   2013-Obama       219  7 168  175   5    21     42      1     148   265
    ## [ reached max_ndoc ... 1 more document ]

# Further examples

See the Further Examples article at https://quanteda.io.