Package 'themis'

Title: Extra Recipes Steps for Dealing with Unbalanced Data
Description: A dataset with an uneven number of cases in each class is said to be unbalanced. Many models produce a subpar performance on unbalanced datasets. A dataset can be balanced by increasing the number of minority cases using SMOTE 2011 <doi:10.48550/arXiv.1106.1813>, BorderlineSMOTE 2005 <doi:10.1007/11538059_91> and ADASYN 2008 <https://ieeexplore.ieee.org/document/4633969>. Or by decreasing the number of majority cases using NearMiss 2003 <https://www.site.uottawa.ca/~nat/Workshop2003/jzhang.pdf> or Tomek link removal 1976 <https://ieeexplore.ieee.org/document/4309452>.
Authors: Emil Hvitfeldt [aut, cre] (ORCID: <https://orcid.org/0000-0002-0679-1945>), Posit Software, PBC [cph, fnd] (ROR: <https://ror.org/03wc8by49>)
Maintainer: Emil Hvitfeldt <[email protected]>
License: MIT + file LICENSE
Version: 1.0.3.9000
Built: 2026-05-30 22:20:17 UTC
Source: https://github.com/tidymodels/themis

Help Index


Adaptive Synthetic Algorithm

Description

Generates synthetic positive instances using ADASYN algorithm.

Usage

adasyn(df, var, k = 5, over_ratio = 1)

Arguments

df

data.frame or tibble. Must have 1 factor variable and remaining numeric variables.

var

Character, name of variable containing factor variable.

k

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

Details

All columns used in this function must be numeric with no missing data.

Value

A data.frame or tibble, depending on type of df.

References

He, H., Bai, Y., Garcia, E. and Li, S. 2008. ADASYN: Adaptive synthetic sampling approach for imbalanced learning. Proceedings of IJCNN 2008. (IEEE World Congress on Computational Intelligence). IEEE International Joint Conference. pp.1322-1328.

See Also

step_adasyn() for step function of this method

Other Direct Implementations: bsmote(), nearmiss(), rose(), smote(), smotenc(), tomek()

Examples

circle_numeric <- circle_example[, c("x", "y", "class")]

res <- adasyn(circle_numeric, var = "class")

res <- adasyn(circle_numeric, var = "class", k = 10)

res <- adasyn(circle_numeric, var = "class", over_ratio = 0.8)

borderline-SMOTE Algorithm

Description

BSMOTE generates new examples of the minority class using nearest neighbors of these cases in the border region between classes.

Usage

bsmote(df, var, k = 5, over_ratio = 1, all_neighbors = FALSE)

Arguments

df

data.frame or tibble. Must have 1 factor variable and remaining numeric variables.

var

Character, name of variable containing factor variable.

k

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

all_neighbors

Type of two borderline-SMOTE method. Defaults to FALSE. See details.

Details

This methods works the same way as smote(), expect that instead of generating points around every point of of the minority class each point is first being classified into the boxes "danger" and "not". For each point the k nearest neighbors is calculated. If all the neighbors comes from a different class it is labeled noise and put in to the "not" box. If more then half of the neighbors comes from a different class it is labeled "danger. Points will be generated around points labeled "danger".

If all_neighbors = FALSE then points will be generated between nearest neighbors in its own class. If all_neighbors = TRUE then points will be generated between any nearest neighbors. See examples for visualization.

The parameter neighbors controls the way the new examples are created. For each currently existing minority class example X new examples will be created (this is controlled by the parameter over_ratio as mentioned above). These examples will be generated by using the information from the neighbors nearest neighbor of each example of the minority class. The parameter neighbors controls how many of these neighbor are used.

All columns used in this step must be numeric with no missing data.

Value

A data.frame or tibble, depending on type of df.

References

Hui Han, Wen-Yuan Wang, and Bing-Huan Mao. Borderline-smote: a new over-sampling method in imbalanced data sets learning. In International Conference on Intelligent Computing, pages 878–887. Springer, 2005.

See Also

step_bsmote() for step function of this method

Other Direct Implementations: adasyn(), nearmiss(), rose(), smote(), smotenc(), tomek()

Examples

circle_numeric <- circle_example[, c("x", "y", "class")]

res <- bsmote(circle_numeric, var = "class")

res <- bsmote(circle_numeric, var = "class", k = 10)

res <- bsmote(circle_numeric, var = "class", over_ratio = 0.8)

res <- bsmote(circle_numeric, var = "class", all_neighbors = TRUE)

Synthetic Dataset With a Circle

Description

A random dataset with two classes one of which is inside a circle. Used for examples to show how the different methods handles borders.

Usage

circle_example

Format

A data frame with 200 rows and 4 variables:

x

Numeric.

y

Numeric.

class

Factor, values "Circle" and "Rest".

id

character, ID variable.


Remove Points Near Other Classes

Description

Generates synthetic positive instances using nearmiss algorithm.

Usage

nearmiss(df, var, k = 5, under_ratio = 1)

Arguments

df

data.frame or tibble. Must have 1 factor variable and remaining numeric variables.

var

Character, name of variable containing factor variable.

k

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

under_ratio

A numeric value for the ratio of the majority-to-minority frequencies. The default value (1) means that all other levels are sampled down to have the same frequency as the least occurring level. A value of 2 would mean that the majority levels will have (at most) (approximately) twice as many rows than the minority level. See vignette("ratio", package = "themis") for more details.

Details

This function implements the NearMiss-1 algorithm. All columns used in this function must be numeric with no missing data.

Value

A data.frame or tibble, depending on type of df.

References

Inderjeet Mani and I Zhang. knn approach to unbalanced data distributions: a case study involving information extraction. In Proceedings of workshop on learning from imbalanced datasets, 2003.

See Also

step_nearmiss() for step function of this method

Other Direct Implementations: adasyn(), bsmote(), rose(), smote(), smotenc(), tomek()

Examples

circle_numeric <- circle_example[, c("x", "y", "class")]

res <- nearmiss(circle_numeric, var = "class")

res <- nearmiss(circle_numeric, var = "class", k = 10)

res <- nearmiss(circle_numeric, var = "class", under_ratio = 1.5)

ROSE Algorithm

Description

A thin wrapper around ROSE::ROSE() that generates a synthetic balanced sample by enlarging the feature space of minority and majority class examples.

Usage

rose(
  df,
  var,
  over_ratio = 1,
  minority_prop = 0.5,
  minority_smoothness = 1,
  majority_smoothness = 1
)

Arguments

df

A data.frame or tibble. Must have 1 factor variable with exactly 2 levels and remaining numeric variables.

var

Character, name of variable containing the 2-level factor variable.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

minority_prop

A numeric value between 0 and 1 for the proportion of synthetic observations from the minority class. Defaults to 0.5, which generates an equal split of minority and majority synthetic observations. This parameter controls the class balance within the synthetic data, while over_ratio controls the total size of the synthetic data.

minority_smoothness

A numeric. Shrink factor to be multiplied by the smoothing parameters to estimate the conditional kernel density of the minority class. Defaults to 1.

majority_smoothness

A numeric. Shrink factor to be multiplied by the smoothing parameters to estimate the conditional kernel density of the majority class. Defaults to 1.

Details

This function is a thin wrapper around ROSE::ROSE(). For full details on the underlying implementation, see that function's documentation.

The factor variable used to balance around must only have 2 levels.

The ROSE algorithm works by selecting an observation belonging to class k and generates new examples in its neighborhood as determined by some matrix H_k. Smaller values of minority_smoothness and majority_smoothness have the effect of shrinking the entries of the corresponding smoothing matrix H_k. Shrinking would be a cautious choice if there is a concern that excessively large neighborhoods could lead to blurring the boundaries between the regions of the feature space associated with each class.

Value

A data.frame or tibble, depending on type of df.

References

Lunardon, N., Menardi, G., and Torelli, N. (2014). ROSE: a Package for Binary Imbalanced Learning. R Journal, 6:82–92.

Menardi, G. and Torelli, N. (2014). Training and assessing classification rules with imbalanced data. Data Mining and Knowledge Discovery, 28:92–122.

See Also

step_rose() for step function of this method

Other Direct Implementations: adasyn(), bsmote(), nearmiss(), smote(), smotenc(), tomek()

Examples

rose(circle_example[, c("x", "y", "class")], var = "class")

rose(circle_example[, c("x", "y", "class")], var = "class", over_ratio = 0.8)

SMOTE Algorithm

Description

SMOTE generates new examples of the minority class using nearest neighbors of these cases.

Usage

smote(df, var, k = 5, over_ratio = 1)

Arguments

df

data.frame or tibble. Must have 1 factor variable and remaining numeric variables.

var

Character, name of variable containing factor variable.

k

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

Details

The parameter neighbors controls the way the new examples are created. For each currently existing minority class example X new examples will be created (this is controlled by the parameter over_ratio as mentioned above). These examples will be generated by using the information from the neighbors nearest neighbor of each example of the minority class. The parameter neighbors controls how many of these neighbor are used.

All columns used in this function must be numeric with no missing data.

Value

A data.frame or tibble, depending on type of df.

References

Chawla, N. V., Bowyer, K. W., Hall, L. O., and Kegelmeyer, W. P. (2002). Smote: Synthetic minority over-sampling technique. Journal of Artificial Intelligence Research, 16:321-357.

See Also

step_smote() for step function of this method

Other Direct Implementations: adasyn(), bsmote(), nearmiss(), rose(), smotenc(), tomek()

Examples

circle_numeric <- circle_example[, c("x", "y", "class")]

res <- smote(circle_numeric, var = "class")

res <- smote(circle_numeric, var = "class", k = 10)

res <- smote(circle_numeric, var = "class", over_ratio = 0.8)

SMOTENC Algorithm

Description

SMOTENC generates new examples of the minority class using nearest neighbors of these cases, and can handle categorical variables

Usage

smotenc(df, var, k = 5, over_ratio = 1)

Arguments

df

data.frame or tibble. Must have 1 factor variable and remaining numeric variables.

var

Character, name of variable containing factor variable.

k

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

Details

The parameter neighbors controls the way the new examples are created. For each currently existing minority class example X new examples will be created (this is controlled by the parameter over_ratio as mentioned above). These examples will be generated by using the information from the neighbors nearest neighbor of each example of the minority class. The parameter neighbors controls how many of these neighbor are used.

Columns can be numeric and categorical with no missing data.

Value

A data.frame or tibble, depending on type of df.

References

Chawla, N. V., Bowyer, K. W., Hall, L. O., and Kegelmeyer, W. P. (2002). Smote: Synthetic minority over-sampling technique. Journal of Artificial Intelligence Research, 16:321-357.

See Also

step_smotenc() for step function of this method

Other Direct Implementations: adasyn(), bsmote(), nearmiss(), rose(), smote(), tomek()

Examples

circle_numeric <- circle_example[, c("x", "y", "class")]

res <- smotenc(circle_numeric, var = "class")

res <- smotenc(circle_numeric, var = "class", k = 10)

res <- smotenc(circle_numeric, var = "class", over_ratio = 0.8)

Apply Adaptive Synthetic Algorithm

Description

step_adasyn() creates a specification of a recipe step that generates synthetic positive instances using ADASYN algorithm.

Usage

step_adasyn(
  recipe,
  ...,
  role = NA,
  trained = FALSE,
  column = NULL,
  over_ratio = 1,
  neighbors = 5,
  indicator_column = NULL,
  skip = TRUE,
  seed = sample.int(10^5, 1),
  id = rand_id("adasyn")
)

Arguments

recipe

A recipe object. The step will be added to the sequence of operations for this recipe.

...

One or more selector functions to choose which variable is used to sample the data. See recipes::selections for more details. The selection should result in single factor variable. For the tidy method, these are not currently used.

role

Not used by this step since no new variables are created.

trained

A logical to indicate if the quantities for preprocessing have been estimated.

column

A character string of the variable name that will be populated (eventually) by the ... selectors.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

neighbors

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

indicator_column

A single string or NULL (the default). If a string is given, a logical column with that name is added to the output, marking rows added by the step (TRUE) vs rows from the original data (FALSE).

skip

A logical. Should the step be skipped when the recipe is baked by bake()? While all operations are baked when prep() is run, some operations may not be able to be conducted on new data (e.g. processing the outcome variable(s)). Care should be taken when using skip = TRUE as it may affect the computations for subsequent operations.

seed

An integer that will be used as the seed when applied.

id

A character string that is unique to this step to identify it.

Details

ADASYN is an extension of SMOTE that adaptively generates synthetic minority class examples based on the local distribution of each minority instance. Instead of generating the same number of synthetic examples for every minority instance, ADASYN generates more synthetic examples for instances that are harder to learn — specifically those surrounded by more majority class neighbors. This focuses synthetic data generation on the difficult boundary regions of the minority class, resulting in a more informative augmentation than standard SMOTE.

All columns in the data are sampled and returned by recipes::juice() and recipes::bake().

All columns used in this step must be numeric with no missing data.

When used in modeling, users should strongly consider using the option skip = TRUE so that the extra sampling is not conducted outside of the training set.

Value

An updated version of recipe with the new step added to the sequence of existing steps (if any). For the tidy method, a tibble with columns terms which is the variable used to sample.

Minimum observations

Each minority class must have at least neighbors + 1 observations to perform the ADASYN algorithm.

Tidying

When you tidy() this step, a tibble is returned with columns terms and id:

terms

character, the selectors or variables selected

id

character, id of this step

Tuning Parameters

This step has 2 tuning parameters:

  • over_ratio: Over-Sampling Ratio (type: double, default: 1)

  • neighbors: # Nearest Neighbors (type: integer, default: 5)

Case weights

The underlying operation does not allow for case weights.

References

He, H., Bai, Y., Garcia, E. and Li, S. 2008. ADASYN: Adaptive synthetic sampling approach for imbalanced learning. Proceedings of IJCNN 2008. (IEEE World Congress on Computational Intelligence). IEEE International Joint Conference. pp.1322-1328.

See Also

adasyn() for direct implementation

Other Steps for over-sampling: step_bsmote(), step_rose(), step_smote(), step_smotenc(), step_upsample()

Examples

library(recipes)
library(modeldata)
data(hpc_data)

hpc_data0 <- hpc_data |>
  select(-protocol, -day)

orig <- count(hpc_data0, class, name = "orig")
orig

up_rec <- recipe(class ~ ., data = hpc_data0) |>
  # Bring the minority levels up to about 1000 each
  # 1000/2211 is approx 0.4523
  step_adasyn(class, over_ratio = 0.4523) |>
  prep()

training <- up_rec |>
  bake(new_data = NULL) |>
  count(class, name = "training")
training

# Since `skip` defaults to TRUE, baking the step has no effect
baked <- up_rec |>
  bake(new_data = hpc_data0) |>
  count(class, name = "baked")
baked

# Note that if the original data contained more rows than the
# target n (= ratio * majority_n), the data are left alone:
orig |>
  left_join(training, by = "class") |>
  left_join(baked, by = "class")

library(ggplot2)

ggplot(circle_example, aes(x, y, color = class)) +
  geom_point() +
  labs(title = "Without ADASYN")

recipe(class ~ x + y, data = circle_example) |>
  step_adasyn(class) |>
  prep() |>
  bake(new_data = NULL) |>
  ggplot(aes(x, y, color = class)) +
  geom_point() +
  labs(title = "With ADASYN")

Apply borderline-SMOTE Algorithm

Description

step_bsmote() creates a specification of a recipe step that generate new examples of the minority class using nearest neighbors of these cases in the border region between classes.

Usage

step_bsmote(
  recipe,
  ...,
  role = NA,
  trained = FALSE,
  column = NULL,
  over_ratio = 1,
  neighbors = 5,
  all_neighbors = FALSE,
  indicator_column = NULL,
  skip = TRUE,
  seed = sample.int(10^5, 1),
  id = rand_id("bsmote")
)

Arguments

recipe

A recipe object. The step will be added to the sequence of operations for this recipe.

...

One or more selector functions to choose which variable is used to sample the data. See recipes::selections for more details. The selection should result in single factor variable. For the tidy method, these are not currently used.

role

Not used by this step since no new variables are created.

trained

A logical to indicate if the quantities for preprocessing have been estimated.

column

A character string of the variable name that will be populated (eventually) by the ... selectors.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

neighbors

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

all_neighbors

Type of two borderline-SMOTE method. Defaults to FALSE. See details.

indicator_column

A single string or NULL (the default). If a string is given, a logical column with that name is added to the output, marking rows added by the step (TRUE) vs rows from the original data (FALSE).

skip

A logical. Should the step be skipped when the recipe is baked by bake()? While all operations are baked when prep() is run, some operations may not be able to be conducted on new data (e.g. processing the outcome variable(s)). Care should be taken when using skip = TRUE as it may affect the computations for subsequent operations.

seed

An integer that will be used as the seed when smote-ing.

id

A character string that is unique to this step to identify it.

Details

This methods works the same way as step_smote(), expect that instead of generating points around every point of of the minority class each point is first being classified into the boxes "danger" and "not". For each point the k nearest neighbors is calculated. If all the neighbors comes from a different class it is labeled noise and put in to the "not" box. If more then half of the neighbors comes from a different class it is labeled "danger. Points will be generated around points labeled "danger".

If all_neighbors = FALSE then points will be generated between nearest neighbors in its own class. If all_neighbors = TRUE then points will be generated between any nearest neighbors. See examples for visualization.

The parameter neighbors controls the way the new examples are created. For each currently existing minority class example X new examples will be created (this is controlled by the parameter over_ratio as mentioned above). These examples will be generated by using the information from the neighbors nearest neighbor of each example of the minority class. The parameter neighbors controls how many of these neighbor are used.

All columns in the data are sampled and returned by recipes::juice() and recipes::bake().

All columns used in this step must be numeric with no missing data.

When used in modeling, users should strongly consider using the option skip = TRUE so that the extra sampling is not conducted outside of the training set.

Value

An updated version of recipe with the new step added to the sequence of existing steps (if any). For the tidy method, a tibble with columns terms which is the variable used to sample.

Minimum observations

Each minority class must have at least neighbors + 1 observations to perform the BSMOTE algorithm.

Tidying

When you tidy() this step, a tibble is returned with columns terms and id:

terms

character, the selectors or variables selected

id

character, id of this step

Tuning Parameters

This step has 3 tuning parameters:

  • over_ratio: Over-Sampling Ratio (type: double, default: 1)

  • neighbors: # Nearest Neighbors (type: integer, default: 5)

  • all_neighbors: All Neighbors (type: logical, default: FALSE)

Case weights

The underlying operation does not allow for case weights.

References

Hui Han, Wen-Yuan Wang, and Bing-Huan Mao. Borderline-smote: a new over-sampling method in imbalanced data sets learning. In International Conference on Intelligent Computing, pages 878–887. Springer, 2005.

See Also

bsmote() for direct implementation

Other Steps for over-sampling: step_adasyn(), step_rose(), step_smote(), step_smotenc(), step_upsample()

Examples

library(recipes)
library(modeldata)
data(hpc_data)

hpc_data0 <- hpc_data |>
  select(-protocol, -day)

orig <- count(hpc_data0, class, name = "orig")
orig

up_rec <- recipe(class ~ ., data = hpc_data0) |>
  # Bring the minority levels up to about 1000 each
  # 1000/2211 is approx 0.4523
  step_bsmote(class, over_ratio = 0.4523) |>
  prep()

training <- up_rec |>
  bake(new_data = NULL) |>
  count(class, name = "training")
training

# Since `skip` defaults to TRUE, baking the step has no effect
baked <- up_rec |>
  bake(new_data = hpc_data0) |>
  count(class, name = "baked")
baked

# Note that if the original data contained more rows than the
# target n (= ratio * majority_n), the data are left alone:
orig |>
  left_join(training, by = "class") |>
  left_join(baked, by = "class")

library(ggplot2)

ggplot(circle_example, aes(x, y, color = class)) +
  geom_point() +
  labs(title = "Without SMOTE")

recipe(class ~ x + y, data = circle_example) |>
  step_bsmote(class, all_neighbors = FALSE) |>
  prep() |>
  bake(new_data = NULL) |>
  ggplot(aes(x, y, color = class)) +
  geom_point() +
  labs(title = "With borderline-SMOTE, all_neighbors = FALSE")

recipe(class ~ x + y, data = circle_example) |>
  step_bsmote(class, all_neighbors = TRUE) |>
  prep() |>
  bake(new_data = NULL) |>
  ggplot(aes(x, y, color = class)) +
  geom_point() +
  labs(title = "With borderline-SMOTE, all_neighbors = TRUE")

Down-Sample a Data Set Based on a Factor Variable

Description

step_downsample() creates a specification of a recipe step that will remove rows of a data set to make the occurrence of levels in a specific factor level equal.

Usage

step_downsample(
  recipe,
  ...,
  under_ratio = 1,
  ratio = deprecated(),
  role = NA,
  trained = FALSE,
  column = NULL,
  target = NA,
  skip = TRUE,
  seed = sample.int(10^5, 1),
  id = rand_id("downsample")
)

Arguments

recipe

A recipe object. The step will be added to the sequence of operations for this recipe.

...

One or more selector functions to choose which variable is used to sample the data. See recipes::selections for more details. The selection should result in single factor variable. For the tidy method, these are not currently used.

under_ratio

A numeric value for the ratio of the majority-to-minority frequencies. The default value (1) means that all other levels are sampled down to have the same frequency as the least occurring level. A value of 2 would mean that the majority levels will have (at most) (approximately) twice as many rows than the minority level. See vignette("ratio", package = "themis") for more details.

ratio

Deprecated argument; same as under_ratio

role

Not used by this step since no new variables are created.

trained

A logical to indicate if the quantities for preprocessing have been estimated.

column

A character string of the variable name that will be populated (eventually) by the ... selectors.

target

An integer that will be used to subsample. This should not be set by the user and will be populated by prep.

skip

A logical. Should the step be skipped when the recipe is baked by bake()? While all operations are baked when prep() is run, some operations may not be able to be conducted on new data (e.g. processing the outcome variable(s)). Care should be taken when using skip = TRUE as it may affect the computations for subsequent operations.

seed

An integer that will be used as the seed when downsampling.

id

A character string that is unique to this step to identify it.

Details

Down-sampling is intended to be performed on the training set alone. For this reason, the default is skip = TRUE.

If there are missing values in the factor variable that is used to define the sampling, missing data are selected at random in the same way that the other factor levels are sampled. Missing values are not used to determine the amount of data in the minority level

For any data with factor levels occurring with the same frequency as the minority level, all data will be retained.

All columns in the data are sampled and returned by recipes::juice() and recipes::bake().

Keep in mind that the location of down-sampling in the step may have effects. For example, if centering and scaling, it is not clear whether those operations should be conducted before or after rows are removed.

Value

An updated version of recipe with the new step added to the sequence of existing steps (if any). For the tidy method, a tibble with columns terms which is the variable used to sample.

Tidying

When you tidy() this step, a tibble is returned with columns terms and id:

terms

character, the selectors or variables selected

id

character, id of this step

Tuning Parameters

This step has 1 tuning parameters:

  • under_ratio: Under-Sampling Ratio (type: double, default: 1)

Case weights

This step performs an unsupervised operation that can utilize case weights. To use them, see the documentation in recipes::case_weights and the examples on tidymodels.org.

See Also

Other Steps for under-sampling: step_nearmiss(), step_tomek()

Examples

library(recipes)
library(modeldata)
data(hpc_data)

hpc_data0 <- hpc_data |>
  select(-protocol, -day)

orig <- count(hpc_data0, class, name = "orig")
orig

up_rec <- recipe(class ~ ., data = hpc_data0) |>
  # Bring the majority levels down to about 1000 each
  # 1000/259 is approx 3.862
  step_downsample(class, under_ratio = 3.862) |>
  prep()

training <- up_rec |>
  bake(new_data = NULL) |>
  count(class, name = "training")
training

# Since `skip` defaults to TRUE, baking the step has no effect
baked <- up_rec |>
  bake(new_data = hpc_data0) |>
  count(class, name = "baked")
baked

# Note that if the original data contained more rows than the
# target n (= ratio * majority_n), the data are left alone:
orig |>
  left_join(training, by = "class") |>
  left_join(baked, by = "class")

library(ggplot2)

ggplot(circle_example, aes(x, y, color = class)) +
  geom_point() +
  labs(title = "Without downsample")

recipe(class ~ x + y, data = circle_example) |>
  step_downsample(class) |>
  prep() |>
  bake(new_data = NULL) |>
  ggplot(aes(x, y, color = class)) +
  geom_point() +
  labs(title = "With downsample")

Remove Points Near Other Classes

Description

step_nearmiss() creates a specification of a recipe step that removes majority class instances by undersampling points in the majority class based on their distance to points in the minority class.

Usage

step_nearmiss(
  recipe,
  ...,
  role = NA,
  trained = FALSE,
  column = NULL,
  under_ratio = 1,
  neighbors = 5,
  skip = TRUE,
  seed = sample.int(10^5, 1),
  distance_with = recipes::all_predictors(),
  id = rand_id("nearmiss")
)

Arguments

recipe

A recipe object. The step will be added to the sequence of operations for this recipe.

...

One or more selector functions to choose which variable is used to sample the data. See recipes::selections for more details. The selection should result in single factor variable. For the tidy method, these are not currently used.

role

Not used by this step since no new variables are created.

trained

A logical to indicate if the quantities for preprocessing have been estimated.

column

A character string of the variable name that will be populated (eventually) by the ... selectors.

under_ratio

A numeric value for the ratio of the majority-to-minority frequencies. The default value (1) means that all other levels are sampled down to have the same frequency as the least occurring level. A value of 2 would mean that the majority levels will have (at most) (approximately) twice as many rows than the minority level. See vignette("ratio", package = "themis") for more details.

neighbors

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

skip

A logical. Should the step be skipped when the recipe is baked by bake()? While all operations are baked when prep() is run, some operations may not be able to be conducted on new data (e.g. processing the outcome variable(s)). Care should be taken when using skip = TRUE as it may affect the computations for subsequent operations.

seed

An integer that will be used as the seed when applied.

distance_with

A call to a selector function to choose which variables are used for distance calculations. Defaults to recipes::all_predictors(). The variable selected by ... is always excluded from the distance calculations.

id

A character string that is unique to this step to identify it.

Details

This step implements the NearMiss-1 algorithm. It retains the points from the majority class which have the smallest mean distance to the k nearest points in the minority class.

All columns in the data are sampled and returned by recipes::juice() and recipes::bake().

All columns selected by distance_with must be numeric with no missing data.

When used in modeling, users should strongly consider using the option skip = TRUE so that the extra sampling is not conducted outside of the training set.

Value

An updated version of recipe with the new step added to the sequence of existing steps (if any). For the tidy method, a tibble with columns terms which is the variable used to sample.

Minimum observations

Each minority class must have at least neighbors + 1 observations to perform the NearMiss algorithm.

Tidying

When you tidy() this step, a tibble is returned with columns terms and id:

terms

character, the selectors or variables selected

id

character, id of this step

Tuning Parameters

This step has 2 tuning parameters:

  • under_ratio: Under-Sampling Ratio (type: double, default: 1)

  • neighbors: # Nearest Neighbors (type: integer, default: 5)

Case weights

The underlying operation does not allow for case weights.

References

Inderjeet Mani and I Zhang. knn approach to unbalanced data distributions: a case study involving information extraction. In Proceedings of workshop on learning from imbalanced datasets, 2003.

See Also

nearmiss() for direct implementation

Other Steps for under-sampling: step_downsample(), step_tomek()

Examples

library(recipes)
library(modeldata)
data(hpc_data)

hpc_data0 <- hpc_data |>
  select(-protocol, -day)

orig <- count(hpc_data0, class, name = "orig")
orig

up_rec <- recipe(class ~ ., data = hpc_data0) |>
  # Bring the majority levels down to about 1000 each
  # 1000/259 is approx 3.862
  step_nearmiss(class, under_ratio = 3.862) |>
  prep()

training <- up_rec |>
  bake(new_data = NULL) |>
  count(class, name = "training")
training

# Since `skip` defaults to TRUE, baking the step has no effect
baked <- up_rec |>
  bake(new_data = hpc_data0) |>
  count(class, name = "baked")
baked

# Note that if the original data contained more rows than the
# target n (= ratio * majority_n), the data are left alone:
orig |>
  left_join(training, by = "class") |>
  left_join(baked, by = "class")

library(ggplot2)

ggplot(circle_example, aes(x, y, color = class)) +
  geom_point() +
  labs(title = "Without NEARMISS") +
  xlim(c(1, 15)) +
  ylim(c(1, 15))

recipe(class ~ x + y, data = circle_example) |>
  step_nearmiss(class) |>
  prep() |>
  bake(new_data = NULL) |>
  ggplot(aes(x, y, color = class)) +
  geom_point() +
  labs(title = "With NEARMISS") +
  xlim(c(1, 15)) +
  ylim(c(1, 15))

Apply ROSE Algorithm

Description

step_rose() creates a specification of a recipe step that generates samples of synthetic data by enlarging the feature space of minority and majority class examples. Using ROSE::ROSE().

Usage

step_rose(
  recipe,
  ...,
  role = NA,
  trained = FALSE,
  column = NULL,
  over_ratio = 1,
  minority_prop = 0.5,
  minority_smoothness = 1,
  majority_smoothness = 1,
  indicator_column = NULL,
  skip = TRUE,
  seed = sample.int(10^5, 1),
  id = rand_id("rose")
)

Arguments

recipe

A recipe object. The step will be added to the sequence of operations for this recipe.

...

One or more selector functions to choose which variable is used to sample the data. See recipes::selections for more details. The selection should result in single factor variable. For the tidy method, these are not currently used.

role

Not used by this step since no new variables are created.

trained

A logical to indicate if the quantities for preprocessing have been estimated.

column

A character string of the variable name that will be populated (eventually) by the ... selectors.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

minority_prop

A numeric value between 0 and 1 for the proportion of synthetic observations from the minority class. Defaults to 0.5, which generates an equal split of minority and majority synthetic observations. This parameter controls the class balance within the synthetic data, while over_ratio controls the total size of the synthetic data.

minority_smoothness

A numeric. Shrink factor to be multiplied by the smoothing parameters to estimate the conditional kernel density of the minority class. Defaults to 1.

majority_smoothness

A numeric. Shrink factor to be multiplied by the smoothing parameters to estimate the conditional kernel density of the majority class. Defaults to 1.

indicator_column

A single string or NULL (the default). If a string is given, a logical column with that name is added to the output. Because ROSE generates a fully synthetic dataset, all rows are marked TRUE.

skip

A logical. Should the step be skipped when the recipe is baked by bake()? While all operations are baked when prep() is run, some operations may not be able to be conducted on new data (e.g. processing the outcome variable(s)). Care should be taken when using skip = TRUE as it may affect the computations for subsequent operations.

seed

An integer that will be used as the seed when rose-ing.

id

A character string that is unique to this step to identify it.

Details

The factor variable used to balance around must only have 2 levels.

The ROSE algorithm works by selecting an observation belonging to class k and generating new examples in its neighborhood, which is determined by a smoothing matrix H_k. Smaller values of minority_smoothness and majority_smoothness shrink the entries of H_k, producing tighter neighborhoods. This is a cautious choice when there is a concern that excessively large neighborhoods could blur the boundaries between classes.

All columns in the data are sampled and returned by recipes::juice() and recipes::bake().

When used in modeling, users should strongly consider using the option skip = TRUE so that the extra sampling is not conducted outside of the training set.

Value

An updated version of recipe with the new step added to the sequence of existing steps (if any). For the tidy method, a tibble with columns terms which is the variable used to sample.

Tidying

When you tidy() this step, a tibble is returned with columns terms and id:

terms

character, the selectors or variables selected

id

character, id of this step

Tuning Parameters

This step has 1 tuning parameters:

  • over_ratio: Over-Sampling Ratio (type: double, default: 1)

Case weights

The underlying operation does not allow for case weights.

References

Lunardon, N., Menardi, G., and Torelli, N. (2014). ROSE: a Package for Binary Imbalanced Learning. R Journal, 6:82–92.

Menardi, G. and Torelli, N. (2014). Training and assessing classification rules with imbalanced data. Data Mining and Knowledge Discovery, 28:92–122.

See Also

rose() for direct implementation

Other Steps for over-sampling: step_adasyn(), step_bsmote(), step_smote(), step_smotenc(), step_upsample()

Examples

library(recipes)
library(modeldata)
data(hpc_data)

hpc_data0 <- hpc_data |>
  mutate(class = factor(class == "VF", labels = c("not VF", "VF"))) |>
  select(-protocol, -day)

orig <- count(hpc_data0, class, name = "orig")
orig

up_rec <- recipe(class ~ ., data = hpc_data0) |>
  step_rose(class) |>
  prep()

training <- up_rec |>
  bake(new_data = NULL) |>
  count(class, name = "training")
training

# Since `skip` defaults to TRUE, baking the step has no effect
baked <- up_rec |>
  bake(new_data = hpc_data0) |>
  count(class, name = "baked")
baked

orig |>
  left_join(training, by = "class") |>
  left_join(baked, by = "class")

library(ggplot2)

ggplot(circle_example, aes(x, y, color = class)) +
  geom_point() +
  labs(title = "Without ROSE")

recipe(class ~ x + y, data = circle_example) |>
  step_rose(class) |>
  prep() |>
  bake(new_data = NULL) |>
  ggplot(aes(x, y, color = class)) +
  geom_point() +
  labs(title = "With ROSE")

Apply SMOTE Algorithm

Description

step_smote() creates a specification of a recipe step that generate new examples of the minority class using nearest neighbors of these cases.

Usage

step_smote(
  recipe,
  ...,
  role = NA,
  trained = FALSE,
  column = NULL,
  over_ratio = 1,
  neighbors = 5,
  indicator_column = NULL,
  skip = TRUE,
  seed = sample.int(10^5, 1),
  id = rand_id("smote")
)

Arguments

recipe

A recipe object. The step will be added to the sequence of operations for this recipe.

...

One or more selector functions to choose which variable is used to sample the data. See recipes::selections for more details. The selection should result in single factor variable. For the tidy method, these are not currently used.

role

Not used by this step since no new variables are created.

trained

A logical to indicate if the quantities for preprocessing have been estimated.

column

A character string of the variable name that will be populated (eventually) by the ... selectors.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

neighbors

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

indicator_column

A single string or NULL (the default). If a string is given, a logical column with that name is added to the output, marking rows added by the step (TRUE) vs rows from the original data (FALSE).

skip

A logical. Should the step be skipped when the recipe is baked by bake()? While all operations are baked when prep() is run, some operations may not be able to be conducted on new data (e.g. processing the outcome variable(s)). Care should be taken when using skip = TRUE as it may affect the computations for subsequent operations.

seed

An integer that will be used as the seed when smote-ing.

id

A character string that is unique to this step to identify it.

Details

The parameter neighbors controls the way the new examples are created. For each currently existing minority class example X new examples will be created (this is controlled by the parameter over_ratio as mentioned above). These examples will be generated by using the information from the neighbors nearest neighbor of each example of the minority class. The parameter neighbors controls how many of these neighbor are used.

All columns in the data are sampled and returned by recipes::juice() and recipes::bake().

All columns used in this step must be numeric with no missing data.

When used in modeling, users should strongly consider using the option skip = TRUE so that the extra sampling is not conducted outside of the training set.

Value

An updated version of recipe with the new step added to the sequence of existing steps (if any). For the tidy method, a tibble with columns terms which is the variable used to sample.

Minimum observations

Each minority class must have at least neighbors + 1 observations to perform the SMOTE algorithm.

Tidying

When you tidy() this step, a tibble is returned with columns terms and id:

terms

character, the selectors or variables selected

id

character, id of this step

Tuning Parameters

This step has 2 tuning parameters:

  • over_ratio: Over-Sampling Ratio (type: double, default: 1)

  • neighbors: # Nearest Neighbors (type: integer, default: 5)

Case weights

The underlying operation does not allow for case weights.

References

Chawla, N. V., Bowyer, K. W., Hall, L. O., and Kegelmeyer, W. P. (2002). Smote: Synthetic minority over-sampling technique. Journal of Artificial Intelligence Research, 16:321-357.

See Also

smote() for direct implementation

Other Steps for over-sampling: step_adasyn(), step_bsmote(), step_rose(), step_smotenc(), step_upsample()

Examples

library(recipes)
library(modeldata)
data(hpc_data)

hpc_data0 <- hpc_data |>
  select(-protocol, -day)

orig <- count(hpc_data0, class, name = "orig")
orig

up_rec <- recipe(class ~ ., data = hpc_data0) |>
  # Bring the minority levels up to about 1000 each
  # 1000/2211 is approx 0.4523
  step_smote(class, over_ratio = 0.4523) |>
  prep()

training <- up_rec |>
  bake(new_data = NULL) |>
  count(class, name = "training")
training

# Since `skip` defaults to TRUE, baking the step has no effect
baked <- up_rec |>
  bake(new_data = hpc_data0) |>
  count(class, name = "baked")
baked

# Note that if the original data contained more rows than the
# target n (= ratio * majority_n), the data are left alone:
orig |>
  left_join(training, by = "class") |>
  left_join(baked, by = "class")

library(ggplot2)

ggplot(circle_example, aes(x, y, color = class)) +
  geom_point() +
  labs(title = "Without SMOTE")

recipe(class ~ x + y, data = circle_example) |>
  step_smote(class) |>
  prep() |>
  bake(new_data = NULL) |>
  ggplot(aes(x, y, color = class)) +
  geom_point() +
  labs(title = "With SMOTE")

Apply SMOTENC algorithm

Description

step_smotenc() creates a specification of a recipe step that generate new examples of the minority class using nearest neighbors of these cases. Gower's distance is used to handle mixed data types. For categorical variables, the most common category along neighbors is chosen.

Usage

step_smotenc(
  recipe,
  ...,
  role = NA,
  trained = FALSE,
  column = NULL,
  over_ratio = 1,
  neighbors = 5,
  indicator_column = NULL,
  skip = TRUE,
  seed = sample.int(10^5, 1),
  id = rand_id("smotenc")
)

Arguments

recipe

A recipe object. The step will be added to the sequence of operations for this recipe.

...

One or more selector functions to choose which variable is used to sample the data. See recipes::selections for more details. The selection should result in single factor variable. For the tidy method, these are not currently used.

role

Not used by this step since no new variables are created.

trained

A logical to indicate if the quantities for preprocessing have been estimated.

column

A character string of the variable name that will be populated (eventually) by the ... selectors.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

neighbors

An integer. Number of nearest neighbor that are used to generate the new examples of the minority class.

indicator_column

A single string or NULL (the default). If a string is given, a logical column with that name is added to the output, marking rows added by the step (TRUE) vs rows from the original data (FALSE).

skip

A logical. Should the step be skipped when the recipe is baked by bake()? While all operations are baked when prep() is run, some operations may not be able to be conducted on new data (e.g. processing the outcome variable(s)). Care should be taken when using skip = TRUE as it may affect the computations for subsequent operations.

seed

An integer that will be used as the seed when smote-ing.

id

A character string that is unique to this step to identify it.

Details

SMOTENC extends SMOTE to handle data sets with a mix of numeric and categorical predictors. For each minority class example, new synthetic examples are generated by interpolating between the example and its nearest neighbors using Gower's distance. Numeric features are interpolated continuously; categorical features take the most common value among the neighbors.

The parameter neighbors controls the way the new examples are created. For each currently existing minority class example X new examples will be created (this is controlled by the parameter over_ratio as mentioned above). These examples will be generated by using the information from the neighbors nearest neighbor of each example of the minority class.

All columns in the data are sampled and returned by recipes::juice() and recipes::bake().

Columns can be numeric and categorical with no missing data.

When used in modeling, users should strongly consider using the option skip = TRUE so that the extra sampling is not conducted outside of the training set.

Value

An updated version of recipe with the new step added to the sequence of existing steps (if any). For the tidy method, a tibble with columns terms which is the variable used to sample.

Minimum observations

Each minority class must have at least neighbors + 1 observations to perform the SMOTENC algorithm.

Tidying

When you tidy() this step, a tibble is returned with columns terms and id:

terms

character, the selectors or variables selected

id

character, id of this step

Tuning Parameters

This step has 2 tuning parameters:

  • over_ratio: Over-Sampling Ratio (type: double, default: 1)

  • neighbors: # Nearest Neighbors (type: integer, default: 5)

Case weights

The underlying operation does not allow for case weights.

References

Chawla, N. V., Bowyer, K. W., Hall, L. O., and Kegelmeyer, W. P. (2002). Smote: Synthetic minority over-sampling technique. Journal of Artificial Intelligence Research, 16:321-357.

See Also

smotenc() for direct implementation

Other Steps for over-sampling: step_adasyn(), step_bsmote(), step_rose(), step_smote(), step_upsample()

Examples

library(recipes)
library(modeldata)
data(hpc_data)

orig <- count(hpc_data, class, name = "orig")
orig

up_rec <- recipe(class ~ ., data = hpc_data) |>
  step_impute_knn(all_predictors()) |>
  # Bring the minority levels up to about 1000 each
  # 1000/2211 is approx 0.4523
  step_smotenc(class, over_ratio = 0.4523) |>
  prep()

training <- up_rec |>
  bake(new_data = NULL) |>
  count(class, name = "training")
training

# Since `skip` defaults to TRUE, baking the step has no effect
baked <- up_rec |>
  bake(new_data = hpc_data) |>
  count(class, name = "baked")
baked

# Note that if the original data contained more rows than the
# target n (= ratio * majority_n), the data are left alone:
orig |>
  left_join(training, by = "class") |>
  left_join(baked, by = "class")

Remove Tomek’s Links

Description

step_tomek() creates a specification of a recipe step that removes majority class instances of tomek links.

Usage

step_tomek(
  recipe,
  ...,
  role = NA,
  trained = FALSE,
  column = NULL,
  skip = TRUE,
  seed = sample.int(10^5, 1),
  distance_with = recipes::all_predictors(),
  id = rand_id("tomek")
)

Arguments

recipe

A recipe object. The step will be added to the sequence of operations for this recipe.

...

One or more selector functions to choose which variable is used to sample the data. See recipes::selections for more details. The selection should result in single factor variable. For the tidy method, these are not currently used.

role

Not used by this step since no new variables are created.

trained

A logical to indicate if the quantities for preprocessing have been estimated.

column

A character string of the variable name that will be populated (eventually) by the ... selectors.

skip

A logical. Should the step be skipped when the recipe is baked by bake()? While all operations are baked when prep() is run, some operations may not be able to be conducted on new data (e.g. processing the outcome variable(s)). Care should be taken when using skip = TRUE as it may affect the computations for subsequent operations.

seed

An integer that will be used as the seed when applied.

distance_with

A call to a selector function to choose which variables are used for distance calculations. Defaults to recipes::all_predictors(). The variable selected by ... is always excluded from the distance calculations.

id

A character string that is unique to this step to identify it.

Details

A Tomek link is a pair of points from different classes that are each other's nearest neighbors. Such pairs sit on or very near the decision boundary and are considered noise or borderline cases. step_tomek() identifies all Tomek links and removes the majority class instance from each pair, cleaning the class boundary without discarding non-boundary majority examples. Because only boundary points are removed, this step typically discards far fewer observations than other under-sampling methods.

All variables selected by distance_with must be numeric with no missing data.

All columns in the data are sampled and returned by recipes::juice() and recipes::bake().

When used in modeling, users should strongly consider using the option skip = TRUE so that the extra sampling is not conducted outside of the training set.

Value

An updated version of recipe with the new step added to the sequence of existing steps (if any). For the tidy method, a tibble with columns terms which is the variable used to sample.

Tidying

When you tidy() this step, a tibble is returned with columns terms and id:

terms

character, the selectors or variables selected

id

character, id of this step

Case weights

The underlying operation does not allow for case weights.

References

Tomek. Two modifications of cnn. IEEE Trans. Syst. Man Cybern., 6:769-772, 1976.

See Also

tomek() for direct implementation

Other Steps for under-sampling: step_downsample(), step_nearmiss()

Examples

library(recipes)
library(modeldata)
data(hpc_data)

hpc_data0 <- hpc_data |>
  select(-protocol, -day)

orig <- count(hpc_data0, class, name = "orig")
orig

up_rec <- recipe(class ~ ., data = hpc_data0) |>
  step_tomek(class) |>
  prep()

training <- up_rec |>
  bake(new_data = NULL) |>
  count(class, name = "training")
training

# Since `skip` defaults to TRUE, baking the step has no effect
baked <- up_rec |>
  bake(new_data = hpc_data0) |>
  count(class, name = "baked")
baked

orig |>
  left_join(training, by = "class") |>
  left_join(baked, by = "class")

library(ggplot2)

ggplot(circle_example, aes(x, y, color = class)) +
  geom_point() +
  labs(title = "Without Tomek") +
  xlim(c(1, 15)) +
  ylim(c(1, 15))

recipe(class ~ x + y, data = circle_example) |>
  step_tomek(class) |>
  prep() |>
  bake(new_data = NULL) |>
  ggplot(aes(x, y, color = class)) +
  geom_point() +
  labs(title = "With Tomek") +
  xlim(c(1, 15)) +
  ylim(c(1, 15))

Up-Sample a Data Set Based on a Factor Variable

Description

step_upsample() creates a specification of a recipe step that will replicate rows of a data set to make the occurrence of levels in a specific factor level equal.

Usage

step_upsample(
  recipe,
  ...,
  over_ratio = 1,
  ratio = deprecated(),
  role = NA,
  trained = FALSE,
  column = NULL,
  target = NA,
  indicator_column = NULL,
  skip = TRUE,
  seed = sample.int(10^5, 1),
  id = rand_id("upsample")
)

Arguments

recipe

A recipe object. The step will be added to the sequence of operations for this recipe.

...

One or more selector functions to choose which variable is used to sample the data. See recipes::selections for more details. The selection should result in single factor variable. For the tidy method, these are not currently used.

over_ratio

A numeric value for the ratio of the minority-to-majority frequencies. The default value (1) means that all other levels are sampled up to have the same frequency as the most occurring level. A value of 0.5 would mean that the minority levels will have (at most) (approximately) half as many rows as the majority level. See vignette("ratio", package = "themis") for more details.

ratio

Deprecated argument; same as over_ratio.

role

For new variables created by this step, what analysis role should they be assigned? Only used when indicator_column is not NULL.

trained

A logical to indicate if the quantities for preprocessing have been estimated.

column

A character string of the variable name that will be populated (eventually) by the ... selectors.

target

An integer that will be used to subsample. This should not be set by the user and will be populated by prep.

indicator_column

A single string or NULL (the default). If a string is given, a logical column with that name is added to the output, marking rows added by the step (TRUE) vs rows from the original data (FALSE).

skip

A logical. Should the step be skipped when the recipe is baked by bake()? While all operations are baked when prep() is run, some operations may not be able to be conducted on new data (e.g. processing the outcome variable(s)). Care should be taken when using skip = TRUE as it may affect the computations for subsequent operations.

seed

An integer that will be used as the seed when upsampling.

id

A character string that is unique to this step to identify it.

Details

Up-sampling is intended to be performed on the training set alone. For this reason, the default is skip = TRUE.

If there are missing values in the factor variable that is used to define the sampling, missing data are selected at random in the same way that the other factor levels are sampled. Missing values are not used to determine the amount of data in the majority level (see example below).

For any data with factor levels occurring with the same frequency as the majority level, all data will be retained.

All columns in the data are sampled and returned by recipes::juice() and recipes::bake().

Value

An updated version of recipe with the new step added to the sequence of existing steps (if any). For the tidy method, a tibble with columns terms which is the variable used to sample.

Tidying

When you tidy() this step, a tibble is returned with columns terms and id:

terms

character, the selectors or variables selected

id

character, id of this step

Tuning Parameters

This step has 1 tuning parameters:

  • over_ratio: Over-Sampling Ratio (type: double, default: 1)

Case weights

This step performs an unsupervised operation that can utilize case weights. To use them, see the documentation in recipes::case_weights and the examples on tidymodels.org.

See Also

Other Steps for over-sampling: step_adasyn(), step_bsmote(), step_rose(), step_smote(), step_smotenc()

Examples

library(recipes)
library(modeldata)
data(hpc_data)

hpc_data0 <- hpc_data |>
  select(-protocol, -day)

orig <- count(hpc_data0, class, name = "orig")
orig

up_rec <- recipe(class ~ ., data = hpc_data0) |>
  # Bring the minority levels up to about 1000 each
  # 1000/2211 is approx 0.4523
  step_upsample(class, over_ratio = 0.4523) |>
  prep()

training <- up_rec |>
  bake(new_data = NULL) |>
  count(class, name = "training")
training

# Since `skip` defaults to TRUE, baking the step has no effect
baked <- up_rec |>
  bake(new_data = hpc_data0) |>
  count(class, name = "baked")
baked

# Note that if the original data contained more rows than the
# target n (= ratio * majority_n), the data are left alone:
orig |>
  left_join(training, by = "class") |>
  left_join(baked, by = "class")

library(ggplot2)

ggplot(circle_example, aes(x, y, color = class)) +
  geom_point() +
  labs(title = "Without upsample")

recipe(class ~ x + y, data = circle_example) |>
  step_upsample(class) |>
  prep() |>
  bake(new_data = NULL) |>
  ggplot(aes(x, y, color = class)) +
  geom_jitter(width = 0.1, height = 0.1) +
  labs(title = "With upsample (with jittering)")

Remove Tomek's links

Description

Removed observations that are part of tomek links.

Usage

tomek(df, var)

Arguments

df

data.frame or tibble. Must have 1 factor variable and remaining numeric variables.

var

Character, name of variable containing factor variable.

Details

All columns used in this function must be numeric with no missing data.

Value

A data.frame or tibble, depending on type of df.

References

Tomek. Two modifications of cnn. IEEE Trans. Syst. Man Cybern., 6:769-772, 1976.

See Also

step_tomek() for step function of this method

Other Direct Implementations: adasyn(), bsmote(), nearmiss(), rose(), smote(), smotenc()

Examples

circle_numeric <- circle_example[, c("x", "y", "class")]

res <- tomek(circle_numeric, var = "class")