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Evaluating Visual Explanations for
Similarity-Based Recommendations:
User Perception and Performance
Chun-Hua Tsai and Peter Brusilovsky
University of Pittsburgh
Tsai, Chun-Hua, and Peter Brusilovsky. 2019. "Evaluating Visual Explanations for Similarity-Based Recommendations:
User Perception and Performance." In the 27th ACM Conference on User Modeling, Adaptation and Personalization,
UMAP 2019, pp. 22-30. Larnaca, Cyprus
Hybrid Social Recommender Systems
• Recommending people to meet at a
research confence
• Multiple information sources
• Traditional approach: “Optimal”
static fusion of ranking from
different sources
• Changing information needs?
• ☞ User-controlled fusion
User-Controlled Hybrid Fusion: Relevance Tuner
Presenting of Explanations
Explaining “Publication Similarity”
cosine similarity of users’ publication text.
Stage-based Participatory Process
Similarity-based
Recommendation
Developing
Explanation
Interfaces
Evaluating
Explanation
Interface
Three models:
• Text similarity
• Topic similarity
• Item similarity
Study 1: Comparing
Explanation Interfaces
• Card-Sorting Analysis
• Seven Explanatory Goals
Study 2: Evaluating
Explanation Interfaces
• Behavior
• User Perception
• User Performance
Similarity-based Recommendation Model
What can be explained?
Data
• Publication text (title &
abstract)
Method
• Publication text
• Cosine similarity
What to explain?
• Terms
• Term frequency
Data
• Publication text
(title & abstract)
Method
• Topic Modeling
• LDA
What to explain?
• Cluster topics
• Topical words
Data
• Bookmaking & following
data
Method
• Number of shared
bookmarks/links
What to explain?
• Papers
• Authors
• Conference Navigator System: Controlled Lab Study
• A total of 15 (6 female) participants (N=15)
• First, or second-year graduate students (major in information sciences) at the
University of Pittsburgh with age ranged from 20 to 30 (M=25.73, SE=2.89).
• All participants had no previous experience of using the CN system.
• Card Sorting tasks of 19 explanation factors and interface prototyping
• E.g., transparency, trust, persuasiveness, satisfaction, etc.
• Each participant received USD$20 compensation and signed an
informed consent form.
Developing Explanation Interfaces
Study 1: Comparing Explanation Interfaces
Developing Explanation Interfaces
1. Explaining Publication Similarity
Data
• Publication text
(title & abstract)
Method
• Publication text
• Cosine similarity
What to explain?
• Terms
• Term frequency
Developing Explanation Interfaces
2. Explaining Topic Similarity
Data
• Publication text
(title & abstract)
Method
• Topic Modeling
• LDA
What to explain?
• Cluster topics
• Topical words
Developing Explanation Interfaces
3. Explaining CN3 Interest Similarity
Data
• Bookmaking &
following data
Method
• Number of shared
bookmarks/links
What to explain?
• Papers
• Authors
• We implemented the top-rated designs and ‘enhance’ it by the
second-rated interfaces.
• Sim1+: E1-2 Two-way Bar Chart (Sim1) + E1-4 Venn Word Cloud
• Sim2+: E2-4 Topical Radar (Sim2) + E2-3 FLAME (Word Clouds)
• Sim3+: E3-4: Venn Tags (sim3) + an extra list
• We aimed to answer the following research questions (RQs):
• How does the visual interface reach the explanation goals?
• How does user perception vary with the enhanced interface?
• How does the explanation interface affect the user performance
(inspectability) across recommendations?
Assessing Explanation Interfaces
Enhancing top-rated with second-rated interfaces
• Conference Navigator System: Controlled Lab Study
• Six explanation interfaces (three baseline and three enhanced interfaces)
• Within-Subjects Study Design
• A total of 18 (11 female) participants (N=18)
• The subjects were required to act on the basis of visualization, not just
assess it subjectively: rank the recommendations by relevance solely based
on the visual explanations
• How well an explanation interface supports the user performance of comparing the
relevance across recommendations?
• How difficult the sorting is according to objective (clicks, time) and subjective data
• Each participant received USD$20 compensation and signed an informed
consent form.
Assessing Explanation Interfaces
Study 2: Evaluating Explanation Interfaces
• Enhanced interface required
significantly higher number of clicks.
• Enhanced interface received
significantly higher ratings in
• Multiple explanatory goals:
Transparency, Scrutability, Trust and,
Effectiveness.
• (NASA-TLX) Perceiving performance.
Assessing Explanation Interfaces
Sim1. Venn Word Cloud to explain text similarity
Sim1+
• Enhanced interface required
significantly higher number of clicks
• No significant difference in all
explanatory goals, but enhanced
interface received higher rating
• No significant difference in NASA-
TLX Survey Analysis
Assessing Explanation Interfaces
Sim2. Topical Radar to explain topic similarity
Sim2+
• No significant difference in number
of clicks and the time spent
• Slightly higher, but no significant
difference in all explanatory goals.
• No significant difference in NASA-
TLX Survey Analysis
Assessing Explanation Interfaces
Sim3. Venn Tags to explain item similarity
Sim2+
• We used the correct rate to
define the sorting difficulty
among the explanation
interfaces
• Compare gold-standard sorting
with user sorting using
Levenshtein distance
• Adding visual component can
be helpful, useless, or
misleading in assisting the
subjects to complete the
sorting task.
Assessing Explanation Interfaces
User Performance: Sorting Difficulty
Conclusion
• We presented two user studies of explanation interfaces for three
similarity-based recommendation models.
• Study 1: Developing Explanation Interfaces
• We selected top-rated interfaces to explain the recommendation model.
• Study 2: Assessing Explanation Interfaces
• For each model, we compared the top- rated design (baseline) with a combination of
top and second-rated interfaces (enhanced).
• The proposed explanation interfaces did reach the explanation goals.
• Adding a visual component (enhanced explanation interface) might contribute to a
higher user perception score in the explanation goals.
• However, that adding another visual component may result in increasing the
cognitive overload and even creating a mental conflict.
Summary
Expert
Mental
Model
User
Mental
Model
Target User
Model
Iterative
Prototyping
Evaluation
Key components:
• Publication
• Topic
• Interest
Build user
mental model
by 7
explanatory
goals
Target Mental Model
• Transparency
• Satisfaction
• Persuasiveness
• Etc.
A total of 15
explanation
interfaces for five
recommendation
features
Assessing
Visual Explanations
Thanks. J

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UMAP 2019 talk Evaluating Visual Explanations for Similarity-Based Recommendations: User Perception and Performance

  • 1. Evaluating Visual Explanations for Similarity-Based Recommendations: User Perception and Performance Chun-Hua Tsai and Peter Brusilovsky University of Pittsburgh Tsai, Chun-Hua, and Peter Brusilovsky. 2019. "Evaluating Visual Explanations for Similarity-Based Recommendations: User Perception and Performance." In the 27th ACM Conference on User Modeling, Adaptation and Personalization, UMAP 2019, pp. 22-30. Larnaca, Cyprus
  • 2. Hybrid Social Recommender Systems • Recommending people to meet at a research confence • Multiple information sources • Traditional approach: “Optimal” static fusion of ranking from different sources • Changing information needs? • ☞ User-controlled fusion User-Controlled Hybrid Fusion: Relevance Tuner
  • 4. Explaining “Publication Similarity” cosine similarity of users’ publication text.
  • 5. Stage-based Participatory Process Similarity-based Recommendation Developing Explanation Interfaces Evaluating Explanation Interface Three models: • Text similarity • Topic similarity • Item similarity Study 1: Comparing Explanation Interfaces • Card-Sorting Analysis • Seven Explanatory Goals Study 2: Evaluating Explanation Interfaces • Behavior • User Perception • User Performance
  • 6. Similarity-based Recommendation Model What can be explained? Data • Publication text (title & abstract) Method • Publication text • Cosine similarity What to explain? • Terms • Term frequency Data • Publication text (title & abstract) Method • Topic Modeling • LDA What to explain? • Cluster topics • Topical words Data • Bookmaking & following data Method • Number of shared bookmarks/links What to explain? • Papers • Authors
  • 7. • Conference Navigator System: Controlled Lab Study • A total of 15 (6 female) participants (N=15) • First, or second-year graduate students (major in information sciences) at the University of Pittsburgh with age ranged from 20 to 30 (M=25.73, SE=2.89). • All participants had no previous experience of using the CN system. • Card Sorting tasks of 19 explanation factors and interface prototyping • E.g., transparency, trust, persuasiveness, satisfaction, etc. • Each participant received USD$20 compensation and signed an informed consent form. Developing Explanation Interfaces Study 1: Comparing Explanation Interfaces
  • 8. Developing Explanation Interfaces 1. Explaining Publication Similarity Data • Publication text (title & abstract) Method • Publication text • Cosine similarity What to explain? • Terms • Term frequency
  • 9. Developing Explanation Interfaces 2. Explaining Topic Similarity Data • Publication text (title & abstract) Method • Topic Modeling • LDA What to explain? • Cluster topics • Topical words
  • 10. Developing Explanation Interfaces 3. Explaining CN3 Interest Similarity Data • Bookmaking & following data Method • Number of shared bookmarks/links What to explain? • Papers • Authors
  • 11. • We implemented the top-rated designs and ‘enhance’ it by the second-rated interfaces. • Sim1+: E1-2 Two-way Bar Chart (Sim1) + E1-4 Venn Word Cloud • Sim2+: E2-4 Topical Radar (Sim2) + E2-3 FLAME (Word Clouds) • Sim3+: E3-4: Venn Tags (sim3) + an extra list • We aimed to answer the following research questions (RQs): • How does the visual interface reach the explanation goals? • How does user perception vary with the enhanced interface? • How does the explanation interface affect the user performance (inspectability) across recommendations? Assessing Explanation Interfaces Enhancing top-rated with second-rated interfaces
  • 12. • Conference Navigator System: Controlled Lab Study • Six explanation interfaces (three baseline and three enhanced interfaces) • Within-Subjects Study Design • A total of 18 (11 female) participants (N=18) • The subjects were required to act on the basis of visualization, not just assess it subjectively: rank the recommendations by relevance solely based on the visual explanations • How well an explanation interface supports the user performance of comparing the relevance across recommendations? • How difficult the sorting is according to objective (clicks, time) and subjective data • Each participant received USD$20 compensation and signed an informed consent form. Assessing Explanation Interfaces Study 2: Evaluating Explanation Interfaces
  • 13. • Enhanced interface required significantly higher number of clicks. • Enhanced interface received significantly higher ratings in • Multiple explanatory goals: Transparency, Scrutability, Trust and, Effectiveness. • (NASA-TLX) Perceiving performance. Assessing Explanation Interfaces Sim1. Venn Word Cloud to explain text similarity Sim1+
  • 14. • Enhanced interface required significantly higher number of clicks • No significant difference in all explanatory goals, but enhanced interface received higher rating • No significant difference in NASA- TLX Survey Analysis Assessing Explanation Interfaces Sim2. Topical Radar to explain topic similarity Sim2+
  • 15. • No significant difference in number of clicks and the time spent • Slightly higher, but no significant difference in all explanatory goals. • No significant difference in NASA- TLX Survey Analysis Assessing Explanation Interfaces Sim3. Venn Tags to explain item similarity Sim2+
  • 16. • We used the correct rate to define the sorting difficulty among the explanation interfaces • Compare gold-standard sorting with user sorting using Levenshtein distance • Adding visual component can be helpful, useless, or misleading in assisting the subjects to complete the sorting task. Assessing Explanation Interfaces User Performance: Sorting Difficulty
  • 17. Conclusion • We presented two user studies of explanation interfaces for three similarity-based recommendation models. • Study 1: Developing Explanation Interfaces • We selected top-rated interfaces to explain the recommendation model. • Study 2: Assessing Explanation Interfaces • For each model, we compared the top- rated design (baseline) with a combination of top and second-rated interfaces (enhanced). • The proposed explanation interfaces did reach the explanation goals. • Adding a visual component (enhanced explanation interface) might contribute to a higher user perception score in the explanation goals. • However, that adding another visual component may result in increasing the cognitive overload and even creating a mental conflict.
  • 18. Summary Expert Mental Model User Mental Model Target User Model Iterative Prototyping Evaluation Key components: • Publication • Topic • Interest Build user mental model by 7 explanatory goals Target Mental Model • Transparency • Satisfaction • Persuasiveness • Etc. A total of 15 explanation interfaces for five recommendation features Assessing Visual Explanations