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An architecture for evaluating
recommender systems in real world
scenarios
Master Thesis Manuel Blechschmidt 2011


  Supervisor
  Prof. Dr. Christoph Meinel
  M.Sc. Rehab Alnemr
2




                       Christmas 2009 ...



    Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Agenda


3


      ■ Motivation and Current Research
      ■ Solution
           □ Use Cases & Requirements
           □ Wireframes
           □ Implementation
      ■ Related Work
      ■ Conclusion
    Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
4




    Motivation and Current Research




    Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
5




                                    Experiment




    Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Choice


6




    Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Motivation


7


      ■ The choice overload problem is well known in psychology
           □ It is necessary to do a preselection for the customer
      ■ Recommender systems are already very successful to decrease
        the choice overload problem in some domains
           □ Product-to-Product Recommendation → Amazon.com
           □ Movie Recommendation → NetFlix
      ■ Algorithms already produce great results
      ■ Already research in soft factores like: Diversity, Serendepity, Trust,
        Explanations
        → not a lot of emprical studies how these influences customers
         → no cross domain data sets
         → not a lot of business intereset integration

    Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Current Algorithms and Developments


8


      ■ Matrix Factorization (best RMSE 0.855 for NetFlix Dataset)
           □ SVD
           □ SVD++        R.M.Bell, Y. Koren, and C. Volinsky

           □ TimeSVD++            R.M.Bell, Y. Koren, and C. Volinsky

      ■ Collaborative Filtering
           □ Item based
           □ User based
      ■ Performance gains
           □ ALS1     István Pilászy, Dávid Zibriczky, Domonkos Tikk

      ■ Some of the algorithms already implemented in a distributed
        manner Mahout, MyMedia

    Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Empirical Studies


9


      ■ Current empirical studies (RecSys 2010)
         □ Understanding Choice Overload in Recommender Systems
            174 participants
         □ Eye-Tracking Product Recommendersʼ Usage
            18 participants
           □ Recommender Algorithms in Activity Motivating Games
             180 participants
           □ Group-Based Recipe Recommendations: Analysis of Data Aggregation
             Strategies
             170 participants
           □ A User-Centric Evaluation Framework of Recommender Systems
             807 participants
           □ Information Overload and Usage of Recommendations
             466 participants
           □ ...
    Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Current Problems


10


       ■ Not a lot of big empirical studies how recommender quality
         influence consumer behavior especially
            □ Acurarcy
            □ Familiarity
            □ Serendipity
            □ Attractiveness
            □ Enjoyability
            □ Novelty
            □ Diversity
            □ Context Compatibility
       ■ Taken from A User-Centric Evaluation Framework of Recommender
         Systems
     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Evaluating in real world


11


       ■ Most of the academia persons do not know enough persons which
         are willing to test the algorithms. Therefore the following things
         are difficult:
            □ Evaluating User Interfaces
            □ Evaluating Maintenance
            □ Evaluating Scalibility
            □ Evaluating Performance




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
12




     Solution




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Master Thesis


13


       ■ Building and maintaining an evaluation platform for recommender
         systems in real world scenarios
       ■ Maintenance challenges in running a recommender system
       ■ Empirical study about user behavior
            □ Brand loyalty
            □ Pricing
            □ Timing




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Solution: Use Cases


14




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Roles


15
       ■ 5 Roles with different point of views and different interests and
         goals
       ■ The roles are describeded with description and goals
       ■ Example:
            □ Provider
            □ A provider is a legal personality which has as primary goal to
              optimize a particular objective. In an economic context this is
              most of the time a business goal like raise profit or optimize
              conversion rates. …
            □ Goals:
                  – optimizing an objective
                  – get forecasts
                  – ensure privacy of his data

     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Use Cases and Requirements


16


       ■ Use Cases and Requirements are described based on IEEE 830
       ■ A use case is defined by:
            □ Id
            □ Name
            □ Summary
            □ Roles
            □ Preconditions
            □ Postconditions
            □ Wireframes
            □ More optional attributes



     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Use Case Example C1 Design User
     Interaction

17


       ■ Id: C1 Name: Design User Interaction
       ■ Summary:                When a user interaction should be run like a newsletter or an item-to-item recommendation the
          consultant has to do the following steps: …

       ■ Roles: Consultant
       ■ Preconditions
            □ User is logged in
            □ User has the Consultant role
            □ At least one user interaction is implemented
            □ At least one provider is associated with the consultant
            □ The provider has the necessary data which is needed for the user interaction

       ■ Postconditions
            □ Provider received an email for approving the user interaction
            □ User interaction is created in the system

     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
C1 Design User Interaction


18




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
C1 Design User Interaction


19




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
C1 Design User Interaction


20




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
C1 Design User Interaction


21




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Implemented Architecture


22




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Logical Modularization


23




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Survey Module Entities


24




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Survey Module Services


25




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
26




                                            Demo




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Implemented User Interaction
     chocStore

27




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
28




     Related Work




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Related Work: Competition


29


       ■ NetFlix Grand Prize 2006 – 2009
            □ 1.000.000 $ to make CineMatch 10% better
            □ Lots research of papers
       ■ KDD Cup 2011 Recommending Music Items
         based on the Yahoo! Music Dataset
       ■ ECML/PKDD’2007 DISCOVERY CHALLENGE
            □ User 1 User’s behaviour prediction




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Related Work: Platforms


30


       ■ GroupLens Research of University of Minnesota
            □ MovieLens 1997 http://movielens.umn.edu/
       ■ RichRelevance RecLab 2011
            □ RecLab: A System For eCommerce Recommender Research
              with Real Data, Context and Feedback
       ■ Knowledge and Data Engineering Group of Uni Kassel
            □ 2006 BibSonomy is a system for sharing bookmarks and lists
              of literature.




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Further Research


31


       ■ Implement more user interactions
            □ Item-to-Item recommender
       ■ Prove that the platform is scalable
       ■ Run the platform for a long time and evaluate usage
       ■ Integrate more companies
       ■ Promote plattform in science and economics
       ■ Take part at research projects together with companies




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
32




     Conclusion




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Conclusion


33


       ■ An enterprise ready platform was defined and implemented
       ■ Companies already applied for using
       ■ One example user interaction was implemented
            □ chocStore
       ■ Statistical test can be applied to the data to give scientific results




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Questions


34




                                       Questions?




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
Backup: What is a recommender?


35




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
36




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
37




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
38




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
39




     Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11

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An architecture for evaluating recommender systems in real world scenarios

  • 1. An architecture for evaluating recommender systems in real world scenarios Master Thesis Manuel Blechschmidt 2011 Supervisor Prof. Dr. Christoph Meinel M.Sc. Rehab Alnemr
  • 2. 2 Christmas 2009 ... Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 3. Agenda 3 ■ Motivation and Current Research ■ Solution □ Use Cases & Requirements □ Wireframes □ Implementation ■ Related Work ■ Conclusion Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 4. 4 Motivation and Current Research Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 5. 5 Experiment Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 6. Choice 6 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 7. Motivation 7 ■ The choice overload problem is well known in psychology □ It is necessary to do a preselection for the customer ■ Recommender systems are already very successful to decrease the choice overload problem in some domains □ Product-to-Product Recommendation → Amazon.com □ Movie Recommendation → NetFlix ■ Algorithms already produce great results ■ Already research in soft factores like: Diversity, Serendepity, Trust, Explanations → not a lot of emprical studies how these influences customers → no cross domain data sets → not a lot of business intereset integration Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 8. Current Algorithms and Developments 8 ■ Matrix Factorization (best RMSE 0.855 for NetFlix Dataset) □ SVD □ SVD++ R.M.Bell, Y. Koren, and C. Volinsky □ TimeSVD++ R.M.Bell, Y. Koren, and C. Volinsky ■ Collaborative Filtering □ Item based □ User based ■ Performance gains □ ALS1 István Pilászy, Dávid Zibriczky, Domonkos Tikk ■ Some of the algorithms already implemented in a distributed manner Mahout, MyMedia Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 9. Empirical Studies 9 ■ Current empirical studies (RecSys 2010) □ Understanding Choice Overload in Recommender Systems 174 participants □ Eye-Tracking Product Recommendersʼ Usage 18 participants □ Recommender Algorithms in Activity Motivating Games 180 participants □ Group-Based Recipe Recommendations: Analysis of Data Aggregation Strategies 170 participants □ A User-Centric Evaluation Framework of Recommender Systems 807 participants □ Information Overload and Usage of Recommendations 466 participants □ ... Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 10. Current Problems 10 ■ Not a lot of big empirical studies how recommender quality influence consumer behavior especially □ Acurarcy □ Familiarity □ Serendipity □ Attractiveness □ Enjoyability □ Novelty □ Diversity □ Context Compatibility ■ Taken from A User-Centric Evaluation Framework of Recommender Systems Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 11. Evaluating in real world 11 ■ Most of the academia persons do not know enough persons which are willing to test the algorithms. Therefore the following things are difficult: □ Evaluating User Interfaces □ Evaluating Maintenance □ Evaluating Scalibility □ Evaluating Performance Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 12. 12 Solution Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 13. Master Thesis 13 ■ Building and maintaining an evaluation platform for recommender systems in real world scenarios ■ Maintenance challenges in running a recommender system ■ Empirical study about user behavior □ Brand loyalty □ Pricing □ Timing Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 14. Solution: Use Cases 14 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 15. Roles 15 ■ 5 Roles with different point of views and different interests and goals ■ The roles are describeded with description and goals ■ Example: □ Provider □ A provider is a legal personality which has as primary goal to optimize a particular objective. In an economic context this is most of the time a business goal like raise profit or optimize conversion rates. … □ Goals: – optimizing an objective – get forecasts – ensure privacy of his data Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 16. Use Cases and Requirements 16 ■ Use Cases and Requirements are described based on IEEE 830 ■ A use case is defined by: □ Id □ Name □ Summary □ Roles □ Preconditions □ Postconditions □ Wireframes □ More optional attributes Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 17. Use Case Example C1 Design User Interaction 17 ■ Id: C1 Name: Design User Interaction ■ Summary: When a user interaction should be run like a newsletter or an item-to-item recommendation the consultant has to do the following steps: … ■ Roles: Consultant ■ Preconditions □ User is logged in □ User has the Consultant role □ At least one user interaction is implemented □ At least one provider is associated with the consultant □ The provider has the necessary data which is needed for the user interaction ■ Postconditions □ Provider received an email for approving the user interaction □ User interaction is created in the system Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 18. C1 Design User Interaction 18 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 19. C1 Design User Interaction 19 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 20. C1 Design User Interaction 20 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 21. C1 Design User Interaction 21 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 22. Implemented Architecture 22 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 23. Logical Modularization 23 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 24. Survey Module Entities 24 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 25. Survey Module Services 25 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 26. 26 Demo Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 27. Implemented User Interaction chocStore 27 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 28. 28 Related Work Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 29. Related Work: Competition 29 ■ NetFlix Grand Prize 2006 – 2009 □ 1.000.000 $ to make CineMatch 10% better □ Lots research of papers ■ KDD Cup 2011 Recommending Music Items based on the Yahoo! Music Dataset ■ ECML/PKDD’2007 DISCOVERY CHALLENGE □ User 1 User’s behaviour prediction Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 30. Related Work: Platforms 30 ■ GroupLens Research of University of Minnesota □ MovieLens 1997 http://movielens.umn.edu/ ■ RichRelevance RecLab 2011 □ RecLab: A System For eCommerce Recommender Research with Real Data, Context and Feedback ■ Knowledge and Data Engineering Group of Uni Kassel □ 2006 BibSonomy is a system for sharing bookmarks and lists of literature. Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 31. Further Research 31 ■ Implement more user interactions □ Item-to-Item recommender ■ Prove that the platform is scalable ■ Run the platform for a long time and evaluate usage ■ Integrate more companies ■ Promote plattform in science and economics ■ Take part at research projects together with companies Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 32. 32 Conclusion Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 33. Conclusion 33 ■ An enterprise ready platform was defined and implemented ■ Companies already applied for using ■ One example user interaction was implemented □ chocStore ■ Statistical test can be applied to the data to give scientific results Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 34. Questions 34 Questions? Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 35. Backup: What is a recommender? 35 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 36. 36 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 37. 37 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 38. 38 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11
  • 39. 39 Evaluate Recommender Systems in Real World Scenarios | Manuel Blechschmidt 18.04.11