English

smartcor: Intelligent Correlation Method Selection for Mixed Variable Types

Methodology 2026-07-24 v1 Computation

Abstract

Pearson correlation is the default measure of association in most statistical software, yet it is only appropriate for pairs of continuous variables with a linear relationship. When variables are binary, ordinal, or categorical, specialized methods (e.g., point-biserial, polychoric, tetrachoric, and Cram\'{e}r's~VV) may be more appropriate, but practitioners rarely know which to select. The \textbf{smartcor} package for \textbf{R} (and its companion \textbf{pysmartcor} package for \textbf{Python}) automatically detects variable types, selects the statistically appropriate correlation method for each pair, and explains its reasoning. The package supports 14~correlation and association methods covering all 10~variable-type pair combinations, and distinguishes true correlation (for ordinal and continuous pairs) from statistical association (for nominal categorical pairs). Monte~Carlo simulations validate the selection logic, and a case study with General Social Survey data demonstrates substantive differences between naive and type-aware correlation analysis.

Cite

@article{arxiv.2607.22285,
  title  = {smartcor: Intelligent Correlation Method Selection for Mixed Variable Types},
  author = {M Harshvardhan and Pritam Ranjan},
  journal= {arXiv preprint arXiv:2607.22285},
  year   = {2026}
}

Comments

38 pages, 7 figures