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Pipeline steps

The eight-step title classification pipeline, in order.

standardize_df()
Standardize the compensation table data frame (from 990 form, Part VII, Table 01)
remove_dates()
remove/clean dates wrapper function, takes in a data frame
standardize_conj()
split conjunctions function
split_titles()
split titles wrapper function
standardize_spelling()
standardize spelling wrapper function
gen_status_codes()
generate status codes wrapper function
standardize_titles()
standardize titles function
categorize_titles()
categorize titles function
conditional_logic()
conditional logic function
gen_taxonomy()
generate taxonomy function

Data acquisition

Fetch Part VII compensation tables from the NCCS efile store.

fetch_partvii()
Fetch Part VII compensation tables from the NCCS efile store
read_partvii()
Read cached Part VII compensation table(s)
get_partvii()
Fetch and read Part VII compensation tables in one call

Crosswalk loaders

Load the bundled title/status/taxonomy crosswalk snapshots (or refresh from Google Sheets).

get_googlesheets_status_codes()
Load the status-code crosswalk
get_googlesheets_title_xwalk()
Load the title-standardization crosswalk
get_googlesheets_title_taxonomy()
Load the title-taxonomy crosswalk

Spelling & cleaning helpers

The fix_* routines used inside standardize_spelling().

fix_academics()
standardize versions of 'academics'
fix_admin()
standardize versions of 'admin'
fix_admissions()
standardize versions of 'admissions'
fix_advancement()
standardize versions of 'advancement'
fix_assistant()
standardize versions of 'assistant'
fix_atlarge()
standardize versions of 'at large'
fix_board()
standardize versions of 'board'
fix_business()
standardize versions of 'business'
fix_chair()
standardize versions of 'chair'
fix_comm()
standardize abbreviations for 'comm'
fix_compliance()
standardize versions of 'compliance'
fix_coordinator()
standardize versions of 'coordinator'
fix_corresponding()
standardize versions of 'corresponding'
fix_deputy()
standardize versions of 'deputy'
fix_development()
standardize versions of 'development'
fix_director()
standardize versions of 'director'
fix_double_and()
double 'and' split rule
fix_emeritus()
standardize versions of 'emeritus'
fix_enrollment()
standardize versions of 'enrollment'
fix_executive()
standardize versions of 'executive'
fix_exofficio()
standardize versions of 'ex officio'
fix_finance()
standardize versions of 'finance'
fix_general()
standardize versions of 'general'
fix_governor()
standardize versions of 'governor'
fix_hr()
standardize versions of 'human resources'
fix_information()
standardize versions of 'information'
fix_institute()
standardize versions of 'institute' (root of institutional)
fix_intelligence()
standardize versions of 'intelligence'
fix_manage()
standardize versions of 'manage' (root of management)
fix_marketing()
standardize versions of 'marketing'
fix_member()
standardize versions of 'member'
fix_miscellaneous()
standardize miscellaneous list of misspellings and abbreviations
fix_misc_splits()
misc split rules
fix_of()
fix "of" function
fix_officer()
standardize versions of 'officer'
fix_operations()
standardize versions of 'operations'
fix_philanthropy()
standardize versions of 'philanthropy'
fix_planning()
standardize versions of 'planning'
fix_president()
standardize versions of 'president'
fix_programs()
standardize versions of 'programs'
fix_projects()
standardize versions of 'projects'
fix_public()
standardize versions of 'public'
fix_relations()
standardize versions of 'relations'
fix_representative()
standardize versions of 'representative'
fix_secretary()
standardize versions of 'secretary'
fix_senior()
standardize versions of 'seniority'
fix_spelling()
fixes spelling wrapper function
fix_strategy()
standardize versions of 'strategy'
fix_systems()
standardize versions of 'systems'
fix_technology()
standardize versions of 'technology'
fix_transportation()
standardize versions of 'transportation'
fix_treasurer()
standardize versions of treasurer helper function
fix_vice()
standardize versions of 'vice'

Step helpers

Lower-level functions used inside the pipeline steps. Currently exported to aid debugging and refinement; several are slated to become internal (see TODO.md).

add_features()
engineer new features from existing fields
add_status_flag()
add a boolean status flag to the compensation dataframe
amp_helper()
ampersand standardization helper function
and_helper()
and standardization helper function
apply_misc_split_rules()
misc split rules for edge cases
basic_csuite_fixes()
basic c-suite fixes wrapper function
clean_up_ceos()
clean up ceos function
comma_helper()
standardize comma helper function
condense_abbreviations()
condense c-suite abbreviations function
convert_ordinal()
convert ordinal numbers function
director_correction()
director correction function
flag_and_keep()
create a status code flag and KEEP the standardized version of the string
flag_and_remove()
create a status code flag and remove string from title
gen_helpful_tables()
gen helpful tables function
get_title_dump()
get title dump function
get_variants()
retrieve all status variants for a unique status code
has_date()
identify dates
identify_split_num()
identify split num function
of_title_helper()
standardize titles something 'of' something
pre_clean()
pre cleaning function
remove_date()
remove date
remove_first_split()
remove first split function
remove_status()
remove a status qualifier from the title
remove_trailing_conjunctions()
remove trailing conjunctions
replace_ceo()
replace ceo function
replace_cfo()
replace cfo function
simplify_clevels()
standardize title mapping function
simplify_varnames()
rename variables in the dataset
slash_helper()
standardize slash helper function
spellcheck()
spell check function
standardize_and()
standardize "and" function
standardize_comma()
standardize comma function
standardize_of()
standardize "of" usage function
standardize_separator()
standardize separator function
standardize_slash()
standardize slash function
standardize_status()
replace status variant with the standardized version
standardize_to()
standardize "to" function
to_helper()
standardize to helper function

Testing helpers

Ad-hoc test harnesses (to be folded into the test suite; see TODO.md).

test_fix_spelling()
test 'fix_spelling' function
test_remove_dates()
test 'remove_dates' function
test_standardize_and()
test 'standardize_and' function
test_standardize_comma()
test 'standardize_comma' function
test_standardize_of()
test 'standardize_of' function
test_standardize_separator()
test 'standardize_separator' function
test_standardize_slash()
test 'standardize_slash' function
test_standardize_to()
test 'standardize_to' function

Datasets

Bundled demo data, dictionaries, and crosswalk snapshots.

date.words
Helper data list.
number.words
Helper data list.
likely.subjects
Helper data list.
likely.titles
Helper data list.
possible.titles
Helper data list.
former.words
Helper data list.
future.words
Helper data list.
interim.words
Helper data list.
regional.words
Helper data list.
possible.regional.list
Helper data list.
raw.titles
Example titles.
tinypartvii
Sample of 10,000 orgs (~81,000 titles) as a Part VII data frame.
df.standard
Title standardization crosswalk (variant to standard).
d.taxonomy
Title taxonomy table.
status.mapping
Status-code mapping table.