Handling Unknown Categories in Machine Learning Models: A Comparison of `sklearn.OneHotEncoder` and `pd.get_dummies`

Answer

Efficient and Error-Free Handling of New Categories in Machine Learning Models

Introduction

In machine learning, handling new categories in future data sets without retraining the model can be a challenge. This is particularly true when working with categorical variables where the number of categories can be substantial.

Using sklearn.OneHotEncoder

One common approach to handle unknown categories is by using sklearn.OneHotEncoder. By default, it raises an error if an unknown category is encountered during transform. However, we can modify this behavior to ignore new categories when applying the encoder in future.

from sklearn.preprocessing import OneHotEncoder

# Create a categorical boolean mask
categorical_feature_mask = df.dtypes == object

# Filter out the categorical columns into a list for easy reference later on 
categorical_cols = df.columns[categorical_feature_mask].tolist()

# Instantiate the OneHotEncoder Object with handle_unknown='ignore'
ohe = OneHotEncoder(handle_unknown='ignore', sparse=False)

# Apply ohe on data
ohe.fit(df[categorical_cols])

cat_ohe = ohe.transform(df[categorical_cols])

# Create a Pandas DataFrame of the hot encoded column
ohe_df = pd.DataFrame(cat_ohe, columns=ohe.get_feature_names(input_features=categorical_cols))

# Concat with original data and drop original columns
df_ohe = pd.concat([df, ohe_df], axis=1).drop(columns=categorical_cols, axis=1)

# For new data
new_categorical_cols = df_dum.columns
cat_ohe_new = ohe.transform(new_categorical_cols)
ohe_df_new = pd.DataFrame(cat_ohe_new, columns=ohe.get_feature_names(input_features=new_categorical_cols))

df_ohe_new = pd.concat([newdf, ohe_df_new], axis=1).drop(columns=new_categorical_cols, axis=1)

# Predict on df_ohe_new
predict = model.predict(df_ohe_new)

Using pd.get_dummies

Another approach is to use pd.get_dummies. However, this method has a limitation - it will only work if we are sure that there won’t be any new categories in future data sets.

new_categorical_cols = df_dum.columns
newpredict = newdf.reindex(labels=df_dum.columns, axis=1, fill_value=0).drop(columns=['Score'])

# Predict on newpredict
predict = model.predict(newpredict)

Conclusion

For most machine learning tasks where you can expect to have new categories in the future which were not used in model training, sklearn.OneHotEncoder should be the standard choice with its handle_unknown parameter set to ‘ignore’. However, for cases where we are sure that there won’t be any new categories in production/new data set, pd.get_dummies can also be a viable option.

Example Use Cases

  • Customer Segmentation: In a marketing context, customer segmentation is crucial for targeted advertising and personalized offers. By using one-hot encoding or label encoding, you can create distinct groups of customers based on their attributes like age, location, purchase history, etc.
  • Text Classification: In text classification tasks, categorical variables like sentiment, genre, topic are used to categorize the input data into predefined classes. One-hot encoding can be used here as well, where each category is represented by a unique combination of binary features.

Advice

  • Always check if there are any missing values in your dataset before applying encoding techniques.
  • Use label encoding when you have a limited number of categories and one-hot encoding when the number of categories is large.
  • Always consider the computational efficiency of encoding techniques as they can significantly impact performance, especially for large datasets.

Code Quality

  • Always include comments to explain the purpose of each code segment.
  • Use meaningful variable names that describe what the variables represent.
  • Write readable and concise code with proper indentation and spacing.

Last modified on 2023-08-28