This course is designed to help students learn modern text analysis techniques, from planning a study to publication. The topics will include a streamlined set of data science prerequisites, understanding how text becomes data, familiarization with some advanced techniques, and in-depth coverage of papers that utilize various techniques.
Text analysis continues to grow in use in macro research (e.g., firm impression management, media narratives), and has interesting emerging work in micro settings (e.g., unobtrusive measures of the big 5, emotional content of transcripts). As data access expands both at the macro (e.g., earnings call transcripts) and micro (e.g., group work tools like Slack and Microsoft Teams) levels, researchers with this skillset can ask and answer new and interesting theoretical questions.
Because I am making these resources publicly available, the information about the course for enrolled students is in the course directory.
The skill requirements assume essentially no prior training, though reasonable spreadsheet skills and some familiarity with one of the commonly--used commercial statistical systems (in either micro or macro work) is helpful.
The course is divided into fifteen weeks, each with two 75 minute segments, with breaks between segments. In the first half of the course, we will use a hands-on design to learn foundational skills, working with data, and practical text analysis techniques. In the second half, we will analyze recent papers as part of learning how to design and conduct projects to maximize validity, rigor, and publication prospects.
| week | topic |
|---|---|
| 0a | Introduction |
| 0b | Setup, Anaconda, and Jupyter |
| 1a | Python basics I |
| 1b | Python basics II |
| 2a | Data handling |
| 2b | Review and self-study tracks |
| 3a | Data retrieval I |
| 3b | Data retrieval II |
| 4a | Student data I |
| 4b | Student data II |
| 5a | Text analysis I |
| 5b | Text analysis II |
| 6a | Supervised learning |
| 6b | Unsupervised learning |
| 7a | Regression with panel data (an aside) |
| 7b | Exam I Review |
| week | topic |
|---|---|
| 8 | Text analysis project design |
| 9 | Qualitative |
| 10 | Metadata and human coding |
| 11 | Dictionary methods I |
| 12 | Dictionary methods II |
| 13 | Supervised learning |
| 14 | Unsupervised learning |
There is a notebook and slide deck for each week of the applied methods unit. The slides are available in zip archives containing Keynote and Powerpoint versions in the releases section. Please note that the Keynote slides are the ones actually presented.
Also, there is an environment.yml file for setting up your Anaconda environment, using the instructions below.
Before the first meeting, please complete the following. If you encounter issues, get as far as you can, and we will work through them in class.
Please note: It is best to install (and work with) this software on a physical computer (i.e. not virtualized) that is not locked down with IT permissions.
- Install Anaconda, Python 3.8 version.
- (optional, but encouraged) Install Microsoft Visual Studio Code. The Anaconda installer asks if you would like to install it.
- (experts-only alternative) Install miniconda instead of the GUI version. While there are direct download versions, you would typically use a package manager (e.g., brew on macOS, apt on Ubuntu). Similarly, you could install VS Code with your package manager as well.
- Open the Anaconda Navigator app.
- On the left, click Environment.
- At the bottom of the resulting main window, click Import.
- In the resulting popup, click the folder icon, navigate to the
environment.ymlfile, and click Open. - Back in the import popup, the environment name should be filled in automatically from the file,
tappin this case. Click Import. - Wait for the packages for the environment to be downloaded and installed. This could take a few minutes.
- Open a terminal (on Windows, use the prompt labeled either "Anaconda Prompt" or "Anaconda (64-bit)" in the start menu).
- Activate the
tappenvironment using the commandconda activate tapp. - Install the extensions using these commands:
jupyter labextension install jupyterlab-plotly@4.14.3
jupyter labextension install @jupyter-widgets/jupyterlab-manager plotlywidget@4.14.3
Note: On my (fast) desktop, these commands take about four minutes to complete, so give it time.
- Open a terminal (on Windows, use the prompt labeled either "Anaconda Prompt" or "Anaconda (64-bit)" in the start menu).
- Activate the
tappenvironment using the commandconda activate tapp. - Install the corpora using the command
python -m textblob.download_corpora. There may be warnings or errors that are not relevant for our purposes, but you should see a series of successful downloads. - Install the spacy English models using the command
python -m spacy download en_core_web_lg.
Jason T. Kiley is an Assistant Professor and Spears Fellow at Oklahoma State University. His research examines the interplay of audience perceptions of firms, impression management, and their associations with outcomes, including recent publications in the Academy of Management Journal and Strategic Management Journal. As part of his work, he works to advance the use of software to increase the range, efficiency, and rigor of conducting empirical research. He is a co-organizer of the annual AOM Content Analysis PDW, and his published and in-progress work often uses state-of-the-art content analysis techniques, including recent work with semantic text analysis and machine learning.