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Mixed-initiative Recommender Systems
12th RecSysNL meetup @ Elsevier
Amsterdam -18 Dec 2018
Katrien Verbert
Augment/HCI - KU Leuven
@katrien_v
Human-Computer Interaction group
recommender systems – visualization – intelligent user interfaces
Learning analytics
Media
consumption
Research Information
Systems
Wellness
& health
Augment prof. Katrien Verbert
ARIA
prof. Adalberto
Simeone
Computer
Graphics
prof. Phil Dutré
Language
Intelligence &
Information
Retrieval
prof. Sien Moens
Augment/HCI team
Robin De Croon
Postdoc researcher
Katrien Verbert
Associate Professor
Francisco Gutiérrez
PhD researcher
Tom Broos
PhD researcher
Martijn Millecamp
PhD researcher
Sven Charleer
Postdoc researcher
Nyi Nyi Htun
Postdoc researcher
Houda Lamqaddam
PhD researcher
Yucheng Jin
PhD researcher
Oscar Alvarado
PhD researcher
http://augment.cs.kuleuven.be/
Diego Rojo Carcia
PhD researcher
Interactive recommender systems
Core objectives:
• Explaining recommendations to increase user trust and acceptance
• Enable users to interact with the recommendation process
Example: TasteWeights
5
Bostandjiev,S.,O'Donovan,J.andHöllerer,T.TasteWeights:avisualinteractive
hybridrecommendersystem.InProceedingsofthesixthACMconferenceon
Recommendersystems(RecSys'12).ACM,NewYork,NY,USA(2012),35-42.
Interactive recommender systems
¤ Transparency: explaining the rational of recommendations
¤ User control: closing the gap between browse and search
¤ Diversity – novelty
¤ Cold start
¤ Context-aware interfaces
7
He, C., Parra, D. and Verbert, K., 2016. Interactive recommender systems: A survey
of the state of the art and future research challenges and opportunities. Expert
Systems with Applications, 56, pp.9-27.
Flexible interaction with RecSys
Research visit
¤ Host: Carnegie Mellon
University & University of
Pittsburg
¤ Collaboration: John Stamper,
Peter Brusilovsky, Denis Parra
¤ Period: April 2012 – June 2012
Second post-doctoral
fellowship FWO
¤ host university: KU Leuven,
Belgium
¤ supervisor: Erik Duval
¤ period: Oct 2012 – Sept 2015
8
Overview research topics
9
2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018
Learning Analytics - Media Consumption – Research Information Systems - Healthcare
Conference Navigator
http://halley.exp.sis.pitt.edu/cn3/
Also recommendations è personalized relevance
prospect
11
Contributions
¤ new approach to support exploration, transparency
and controllability
¤ recommender systems are shown as agents
¤ in parallel to real users and tags
¤ users can interrelate entities to find items
¤ evaluation study that assesses
¤ effectiveness
¤ probability of item selection
12
Verbert, K., Parra, D., Brusilovsky, P., & Duval, E. (2013). Visualizing recommendations
to support exploration, transparency and controllability. In Proceedings of the IUI
2013 international conference on Intelligent user interfaces (pp. 351-362). ACM.
TalkExplorer
13
Results of studies 1 & 2
¤ Effectiveness: #
bookmarked items /
#explorations
¤ Effectiveness increases with
intersections of more
entities
¤ Effectiveness wasn’t
affected in the field study
(study 2)
¤ … but exploration
distribution was affected
14
Average effectiveness
Total number of explorations
Verbert, K., Parra, D., & Brusilovsky, P. (2016). Agents vs. users: Visual recommendation of research
talks with multiple dimension of relevance. ACM Transactions on Interactive Intelligent Systems
(TIIS), 6(2), 11.
IntersectionExplorer (IEx)
15
http://halley.exp.sis.pitt.edu/cn3/iestudy3.php?conferenceID=148
Three user studies
¤ Study 1:
¤ Within-subjects study with 20 users
¤ baseline: exploration of recommendations in CN3
¤ Second condition: exploration of recommendations in IEx
¤ Data from two conferences EC-TEL 2014, EC-TEL 2015
¤ Study 2:
¤ Field study at Digital Humanities conference
¤ + 1000 participants, less technically oriented
¤ Study 3:
¤ Field study at IUI conference
¤ Smaller scale, technical audience
16
Study 1 vs Study 2 vs Study 3
¤ Overall combinations of users and agents (“augmented
agents”) were used in all three studies
¤ Precision scores significantly higher for augmented agents in
study 1 and study 3
¤ Participants of study 2 (Digital Humanities)
¤ more interested in content perspective
¤ Rated several dimensions lower (use intention, fun, information
sufficiency, control)
17
Cardoso, B., Sedrakyan, G., Gutiérrez, F., Parra, D., Brusilovsky, P., & Verbert, K. (2018). IntersectionExplorer, a
multi-perspective approach for exploring recommendations. International Journal of Human-Computer Studies.
Overview research topics
18
2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018
Learning analytics - Media Consumption – Research Information Systems - Healthcare
Explanations
19
http://bellows.experiments.cs.kuleuven.be:3002/
Millecamp, M., Htun, N.N., Conati, C. and Verbert, K. (2019)To Explain or not to Explain: the
Effects of Personal Characteristics when Explaining Music Recommendations. Proceedings of IUI
2019 (to appear)
Personal characteristics
Need for cognition
•Measurement of the tendency for an individual to engage in, and enjoy, effortful cognitive
activities
•Measured by test of Cacioppo et al. [1984]
Visualisation literacy
•Measurement of the ability to interpret and make meaning from information presented in the form
of images and graphs
•Measured by test of Boy et al. [2014]
Locus of control (LOC)
•Measurement of the extent to which people believe they have power over events in their lives
•Measured by test of Rotter et al. [1966]
Visual working memory
•Measurement of the ability to recall visual patterns [Tintarev and Mastoff, 2016]
•Measured by Corsi block-tapping test
Musical experience
•Measurement of the ability to engage with music in a flexible, effective and nuanced way
[Müllensiefen et al., 2014]
•Measured using the Goldsmiths Musical Sophistication Index (Gold-MSI)
Tech savviness
•Measured by confidence in trying out new technology 20
User study
¤ Within-subjects design: 105 participants recruited with Amazon Mechanical Turk
¤ Baseline version (without explanations) compared with explanation interface
¤ Pre-study questionnaire for all personal characteristics
¤ Task: Based on a chosen scenario for creating a play-list, explore songs and
rate all songs in the final playlist
¤ Post-study questionnaire:
¤ Recommender effectiveness
¤ Trust
¤ Good understanding
¤ Use intentions
¤ Novelty
¤ Satisfaction
¤ Confidence
Results
22
The interaction effect between NFC (divided into
4 quartiles Q1-Q4) and interfaces in terms of confidence
Design implications
¤ Explanations should be personalised for different groups of
end-users.
¤ Users should be able to choose whether or not they want to
see explanations.
¤ Explanation components should be flexible enough to present
varying levels of details depending on a user’s preference.
23
User control
Users tend to be more satisfied when they have control over
how recommender systems produce suggestions for them
(Konstan and Riedl, 2012)
Control recommendations
Douban FM
Control user profile
Spotify
Control algorithm parameters
TasteWeights
Controllability Cognitive load
Additional controls may increase cognitive load
(Andjelkovic et al. 2016; Jin et al. 2017)
Different levels of user control
26
Level
Recommender
components
Controls
low
Recommendations
(REC)
Rating, removing, and
sorting
medium User profile (PRO)
Select which user profile
data will be considered by
the recommender
high
Algorithm parameters
(PAR)
Modify the weight of
different parameters
Jin, Y., Tintarev, N., & Verbert, K. (2018, September). Effects of personal characteristics on music
recommender systems with different levels of controllability. In Proceedings of the 12th ACM Conference
on Recommender Systems (pp. 13-21). ACM.
User profile (PRO) Algorithm parameters (PAR) Recommendations (REC)
8 control settings
No control
REC
PAR
PRO
REC*PRO
REC*PAR
PRO*PAR
REC*PRO*PAR
Evaluation method
¤ Between-subjects – 240 participants recruited with AMT
¤ Independent variable: settings of user control
¤ 2x2x2 factorial design
¤ Dependent variables:
¤ Acceptance (ratings)
¤ Cognitive load (NASA-TLX), Musical Sophistication, Visual Memory
¤ Framework Knijnenburg et al. [2012]
Results
¤ Main effects: from REC to PRO to PAR → higher cognitive
load
¤ Two-way interaction: does not necessarily result in higher
cognitive load. Adding an additional control component
to PAR increases the acceptance. PRO*PAR has less
cognitive load than PRO and PAR
¤ High Musical Sofistication leads to higher quality, and
thereby result in higher acceptance
29
Overview research topics
30
2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018
Learning Analytics - Media Consumption – Research Information Systems - Healthcare
Recommender systems for food
31
Augmented reality
32
Gutiérrez, Francisco, Htun, Nyi Nyi, Charleer, Sven, De Croon, Robin, Verbert,
Katrien (2019) Designing Augmented Reality Applications for Personal
Health Decision-Making. Proceedings of HICSS-52. (to appear)
Job explorer
33
34
https://www.imec-int.com/en/what-we-offer/research-portfolio/discrete
RECOMMENDER
ALGORITHMS
MACHINE
LEARNING
INTERACTIVE DASHBOARDS
SMART ALERTS
RICH CARE PLANS
OPEN IoT
ARCHITECTURE
Peter Brusliovsky Nava Tintarev Cristina ConatiDenis Parra
Collaborations
Bart Knijnenburg Jurgen Ziegler
Open PhD and Postdoc positions
¤ PhD/Postdoc position on Human-Computer Interaction:
the focus of this research position is on user interfaces for
recommender systems
¤ PhD position on Visual Analytics for Healthcare
37
http://augment.cs.kuleuven.be
Questions?
katrien.verbert@cs.kuleuven.be
@katrien_v
Thank you!
http://augment.cs.kuleuven.be/
References
¤ Boy, J., Rensink, R. A., Bertini, E., & Fekete, J. D. (2014). A principled way of assessing visualization
literacy. IEEE transactions on visualization and computer graphics, 20(12), 1963-1972.
¤ Cacioppo, J.T., Petty, R.E. and Feng Kao, C., 1984. The efficient assessment of need for cognition.
Journal of personality assessment, 48(3), pp.306-307.
¤ B. P. Knijnenburg, M. C. Willemsen, Z. Gantner, H. Soncu, and C. Newell. Explaining the user
experience of recommender systems. User Modeling and User-Adapted Interaction, 22(4-5):441–504,
2012.
¤ Konstan, J.A. and Riedl, J., 2012. Recommender systems: from algorithms to user experience. User
modeling and user-adapted interaction, 22(1-2), pp.101-123.
¤ Müllensiefen, D., Gingras, B., Musil, J., & Stewart, L. (2014). The musicality of non-musicians: an index
for assessing musical sophistication in the general population. PloS one, 9(2), e89642.
¤ Rotter, J. B. (1966). Generalized expectancies for internal versus external control of reinforcement.
Psychological monographs: General and applied, 80(1), 1.
¤ Tintarev, N., & Masthoff, J. (2016). Effects of Individual Differences in Working Memory on Plan
Presentational Choices. Frontiers in psychology, 7, 1793.

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Mixed-initiative recommender systems

  • 1. Mixed-initiative Recommender Systems 12th RecSysNL meetup @ Elsevier Amsterdam -18 Dec 2018 Katrien Verbert Augment/HCI - KU Leuven @katrien_v
  • 2. Human-Computer Interaction group recommender systems – visualization – intelligent user interfaces Learning analytics Media consumption Research Information Systems Wellness & health Augment prof. Katrien Verbert ARIA prof. Adalberto Simeone Computer Graphics prof. Phil Dutré Language Intelligence & Information Retrieval prof. Sien Moens
  • 3. Augment/HCI team Robin De Croon Postdoc researcher Katrien Verbert Associate Professor Francisco Gutiérrez PhD researcher Tom Broos PhD researcher Martijn Millecamp PhD researcher Sven Charleer Postdoc researcher Nyi Nyi Htun Postdoc researcher Houda Lamqaddam PhD researcher Yucheng Jin PhD researcher Oscar Alvarado PhD researcher http://augment.cs.kuleuven.be/ Diego Rojo Carcia PhD researcher
  • 4. Interactive recommender systems Core objectives: • Explaining recommendations to increase user trust and acceptance • Enable users to interact with the recommendation process
  • 6.
  • 7. Interactive recommender systems ¤ Transparency: explaining the rational of recommendations ¤ User control: closing the gap between browse and search ¤ Diversity – novelty ¤ Cold start ¤ Context-aware interfaces 7 He, C., Parra, D. and Verbert, K., 2016. Interactive recommender systems: A survey of the state of the art and future research challenges and opportunities. Expert Systems with Applications, 56, pp.9-27.
  • 8. Flexible interaction with RecSys Research visit ¤ Host: Carnegie Mellon University & University of Pittsburg ¤ Collaboration: John Stamper, Peter Brusilovsky, Denis Parra ¤ Period: April 2012 – June 2012 Second post-doctoral fellowship FWO ¤ host university: KU Leuven, Belgium ¤ supervisor: Erik Duval ¤ period: Oct 2012 – Sept 2015 8
  • 9. Overview research topics 9 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 Learning Analytics - Media Consumption – Research Information Systems - Healthcare
  • 11. Also recommendations è personalized relevance prospect 11
  • 12. Contributions ¤ new approach to support exploration, transparency and controllability ¤ recommender systems are shown as agents ¤ in parallel to real users and tags ¤ users can interrelate entities to find items ¤ evaluation study that assesses ¤ effectiveness ¤ probability of item selection 12 Verbert, K., Parra, D., Brusilovsky, P., & Duval, E. (2013). Visualizing recommendations to support exploration, transparency and controllability. In Proceedings of the IUI 2013 international conference on Intelligent user interfaces (pp. 351-362). ACM.
  • 14. Results of studies 1 & 2 ¤ Effectiveness: # bookmarked items / #explorations ¤ Effectiveness increases with intersections of more entities ¤ Effectiveness wasn’t affected in the field study (study 2) ¤ … but exploration distribution was affected 14 Average effectiveness Total number of explorations Verbert, K., Parra, D., & Brusilovsky, P. (2016). Agents vs. users: Visual recommendation of research talks with multiple dimension of relevance. ACM Transactions on Interactive Intelligent Systems (TIIS), 6(2), 11.
  • 16. Three user studies ¤ Study 1: ¤ Within-subjects study with 20 users ¤ baseline: exploration of recommendations in CN3 ¤ Second condition: exploration of recommendations in IEx ¤ Data from two conferences EC-TEL 2014, EC-TEL 2015 ¤ Study 2: ¤ Field study at Digital Humanities conference ¤ + 1000 participants, less technically oriented ¤ Study 3: ¤ Field study at IUI conference ¤ Smaller scale, technical audience 16
  • 17. Study 1 vs Study 2 vs Study 3 ¤ Overall combinations of users and agents (“augmented agents”) were used in all three studies ¤ Precision scores significantly higher for augmented agents in study 1 and study 3 ¤ Participants of study 2 (Digital Humanities) ¤ more interested in content perspective ¤ Rated several dimensions lower (use intention, fun, information sufficiency, control) 17 Cardoso, B., Sedrakyan, G., Gutiérrez, F., Parra, D., Brusilovsky, P., & Verbert, K. (2018). IntersectionExplorer, a multi-perspective approach for exploring recommendations. International Journal of Human-Computer Studies.
  • 18. Overview research topics 18 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 Learning analytics - Media Consumption – Research Information Systems - Healthcare
  • 19. Explanations 19 http://bellows.experiments.cs.kuleuven.be:3002/ Millecamp, M., Htun, N.N., Conati, C. and Verbert, K. (2019)To Explain or not to Explain: the Effects of Personal Characteristics when Explaining Music Recommendations. Proceedings of IUI 2019 (to appear)
  • 20. Personal characteristics Need for cognition •Measurement of the tendency for an individual to engage in, and enjoy, effortful cognitive activities •Measured by test of Cacioppo et al. [1984] Visualisation literacy •Measurement of the ability to interpret and make meaning from information presented in the form of images and graphs •Measured by test of Boy et al. [2014] Locus of control (LOC) •Measurement of the extent to which people believe they have power over events in their lives •Measured by test of Rotter et al. [1966] Visual working memory •Measurement of the ability to recall visual patterns [Tintarev and Mastoff, 2016] •Measured by Corsi block-tapping test Musical experience •Measurement of the ability to engage with music in a flexible, effective and nuanced way [Müllensiefen et al., 2014] •Measured using the Goldsmiths Musical Sophistication Index (Gold-MSI) Tech savviness •Measured by confidence in trying out new technology 20
  • 21. User study ¤ Within-subjects design: 105 participants recruited with Amazon Mechanical Turk ¤ Baseline version (without explanations) compared with explanation interface ¤ Pre-study questionnaire for all personal characteristics ¤ Task: Based on a chosen scenario for creating a play-list, explore songs and rate all songs in the final playlist ¤ Post-study questionnaire: ¤ Recommender effectiveness ¤ Trust ¤ Good understanding ¤ Use intentions ¤ Novelty ¤ Satisfaction ¤ Confidence
  • 22. Results 22 The interaction effect between NFC (divided into 4 quartiles Q1-Q4) and interfaces in terms of confidence
  • 23. Design implications ¤ Explanations should be personalised for different groups of end-users. ¤ Users should be able to choose whether or not they want to see explanations. ¤ Explanation components should be flexible enough to present varying levels of details depending on a user’s preference. 23
  • 24. User control Users tend to be more satisfied when they have control over how recommender systems produce suggestions for them (Konstan and Riedl, 2012) Control recommendations Douban FM Control user profile Spotify Control algorithm parameters TasteWeights
  • 25. Controllability Cognitive load Additional controls may increase cognitive load (Andjelkovic et al. 2016; Jin et al. 2017)
  • 26. Different levels of user control 26 Level Recommender components Controls low Recommendations (REC) Rating, removing, and sorting medium User profile (PRO) Select which user profile data will be considered by the recommender high Algorithm parameters (PAR) Modify the weight of different parameters Jin, Y., Tintarev, N., & Verbert, K. (2018, September). Effects of personal characteristics on music recommender systems with different levels of controllability. In Proceedings of the 12th ACM Conference on Recommender Systems (pp. 13-21). ACM.
  • 27. User profile (PRO) Algorithm parameters (PAR) Recommendations (REC) 8 control settings No control REC PAR PRO REC*PRO REC*PAR PRO*PAR REC*PRO*PAR
  • 28. Evaluation method ¤ Between-subjects – 240 participants recruited with AMT ¤ Independent variable: settings of user control ¤ 2x2x2 factorial design ¤ Dependent variables: ¤ Acceptance (ratings) ¤ Cognitive load (NASA-TLX), Musical Sophistication, Visual Memory ¤ Framework Knijnenburg et al. [2012]
  • 29. Results ¤ Main effects: from REC to PRO to PAR → higher cognitive load ¤ Two-way interaction: does not necessarily result in higher cognitive load. Adding an additional control component to PAR increases the acceptance. PRO*PAR has less cognitive load than PRO and PAR ¤ High Musical Sofistication leads to higher quality, and thereby result in higher acceptance 29
  • 30. Overview research topics 30 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 Learning Analytics - Media Consumption – Research Information Systems - Healthcare
  • 32. Augmented reality 32 Gutiérrez, Francisco, Htun, Nyi Nyi, Charleer, Sven, De Croon, Robin, Verbert, Katrien (2019) Designing Augmented Reality Applications for Personal Health Decision-Making. Proceedings of HICSS-52. (to appear)
  • 36. Peter Brusliovsky Nava Tintarev Cristina ConatiDenis Parra Collaborations Bart Knijnenburg Jurgen Ziegler
  • 37. Open PhD and Postdoc positions ¤ PhD/Postdoc position on Human-Computer Interaction: the focus of this research position is on user interfaces for recommender systems ¤ PhD position on Visual Analytics for Healthcare 37 http://augment.cs.kuleuven.be
  • 39. References ¤ Boy, J., Rensink, R. A., Bertini, E., & Fekete, J. D. (2014). A principled way of assessing visualization literacy. IEEE transactions on visualization and computer graphics, 20(12), 1963-1972. ¤ Cacioppo, J.T., Petty, R.E. and Feng Kao, C., 1984. The efficient assessment of need for cognition. Journal of personality assessment, 48(3), pp.306-307. ¤ B. P. Knijnenburg, M. C. Willemsen, Z. Gantner, H. Soncu, and C. Newell. Explaining the user experience of recommender systems. User Modeling and User-Adapted Interaction, 22(4-5):441–504, 2012. ¤ Konstan, J.A. and Riedl, J., 2012. Recommender systems: from algorithms to user experience. User modeling and user-adapted interaction, 22(1-2), pp.101-123. ¤ Müllensiefen, D., Gingras, B., Musil, J., & Stewart, L. (2014). The musicality of non-musicians: an index for assessing musical sophistication in the general population. PloS one, 9(2), e89642. ¤ Rotter, J. B. (1966). Generalized expectancies for internal versus external control of reinforcement. Psychological monographs: General and applied, 80(1), 1. ¤ Tintarev, N., & Masthoff, J. (2016). Effects of Individual Differences in Working Memory on Plan Presentational Choices. Frontiers in psychology, 7, 1793.