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Recommender
Systems
Chu-Yu Hsu 

20150319
Who am I?
Chu-Yu Hsu
Data Scientist @ IBM Taiwan
Dedicated to Recommender
System
rio512hsu@gmail.com
https://github.com/ChuyuHsu
Outline
• What is Recommender System
• Related Algorithms
• Content Based Algorithms
• Collaborative Filtering (CF)
• Latent Factor Model
• Going Any Further
Item Database
User Query Search
Suggestion
• More choices necessitate better filters
• Example:
• Books, movies, music, news articles, products
• People
Types of Recommenders
• Editorial and hand curated
• Simple aggregates
• Tailored to individual users
Who Uses
Recommenders
Netflix Prize
• An open competition to
predict user ratings for films
• Algorithms are evaluated in
the Root Mean Squared Error
(RMSE)







Approaches
• Content based
• Collaborative
• Laten factor model
Content Based Recommender
Main idea: Recommend items to customer x similar to
previous items rated highly by x
Pros
1.No need for data of other
users

2. Able to recommend to
users with unique tastes

3. Able to recommend new
& unpopular items

4. Explanations for
recommendations
Cons
1.Finding appropriate
features is hard
2. Overspecialisation
3. Cold-start for new users
Collaborative Filtering
Main idea: Find set N of other users whose ratings are
“similar” to X’s ratings
Similarity
• Jaccard Similarity

• Cosine Similarity

• Centered Cosine Similarity

Normalize ratings by subtracting row mean

Also known as Pearson Correlation
Rating Predicting
• User Based CF



• Item Based CF





Item Based v.s. User Based
• In theory user based CF and item based CF are dual
• Item based CF usually outperforms user-based in
many use cases
• Items are "simpler" than users
• Items belong to a small set of "genres", users have
varied tastes
• Item similarity is more meaningful than User
Similarity
Latent Factor Model
• For now let’s assume we can approximate the
rating matrix
• SVD should be a intuitive choice
• But R has missing entries
• SVD assumes all missing entries are zero
• Ignore the missing entries
• Forget to be orthogonal/unit length
• Our goal is to find P and Q such that (Sum of
Square Error):





• Root Mean Square Error (RMSE)







Alternative Least Squares
• Because p and q are both unknown, the object
function is not convex
• If fix one of the unknowns -> can be solved as a
least squares problem









Overfitting
• To solve overfitting we introduce regularization:
• Allow rich model where there are sufficient data
• Shrink aggressively where data are scarce











What’s More
• Prediction accuracy won’t always be the most
important
• Recentness
• Novelty
• Explanation based diversity
• Temporary diversity
What’s More
• All kind of user behaviors















Open Problems
• How to weight different behaviors
• How to improve deferent metrics
• How to evaluate and evolve
References
• Anand Rajaraman and Jeffrey David Ullman. 2011.
Mining of Massive Datasets. Cambridge University
Press, New York, NY, USA.
• 项亮. 2012. 推荐系统实践. ⼈人⺠民邮电出版社, 北京
– Jeffrey M. O’Brien, CNN Money
“The Age of Search has come to an end.
Long live the recommendation!”

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Recommender Systems

  • 2. Who am I? Chu-Yu Hsu Data Scientist @ IBM Taiwan Dedicated to Recommender System rio512hsu@gmail.com https://github.com/ChuyuHsu
  • 3. Outline • What is Recommender System • Related Algorithms • Content Based Algorithms • Collaborative Filtering (CF) • Latent Factor Model • Going Any Further
  • 4. Item Database User Query Search Suggestion
  • 5.
  • 6. • More choices necessitate better filters • Example: • Books, movies, music, news articles, products • People
  • 7. Types of Recommenders • Editorial and hand curated • Simple aggregates • Tailored to individual users
  • 9. Netflix Prize • An open competition to predict user ratings for films • Algorithms are evaluated in the Root Mean Squared Error (RMSE)
 
 
 

  • 10. Approaches • Content based • Collaborative • Laten factor model
  • 11. Content Based Recommender Main idea: Recommend items to customer x similar to previous items rated highly by x
  • 12. Pros 1.No need for data of other users
 2. Able to recommend to users with unique tastes
 3. Able to recommend new & unpopular items
 4. Explanations for recommendations Cons 1.Finding appropriate features is hard 2. Overspecialisation 3. Cold-start for new users
  • 13. Collaborative Filtering Main idea: Find set N of other users whose ratings are “similar” to X’s ratings
  • 14. Similarity • Jaccard Similarity
 • Cosine Similarity
 • Centered Cosine Similarity
 Normalize ratings by subtracting row mean
 Also known as Pearson Correlation
  • 15. Rating Predicting • User Based CF
 
 • Item Based CF
 
 

  • 16. Item Based v.s. User Based • In theory user based CF and item based CF are dual • Item based CF usually outperforms user-based in many use cases • Items are "simpler" than users • Items belong to a small set of "genres", users have varied tastes • Item similarity is more meaningful than User Similarity
  • 17. Latent Factor Model • For now let’s assume we can approximate the rating matrix
  • 18. • SVD should be a intuitive choice • But R has missing entries • SVD assumes all missing entries are zero • Ignore the missing entries • Forget to be orthogonal/unit length
  • 19. • Our goal is to find P and Q such that (Sum of Square Error):
 
 
 • Root Mean Square Error (RMSE)
 
 
 

  • 20. Alternative Least Squares • Because p and q are both unknown, the object function is not convex • If fix one of the unknowns -> can be solved as a least squares problem
 
 
 
 

  • 21. Overfitting • To solve overfitting we introduce regularization: • Allow rich model where there are sufficient data • Shrink aggressively where data are scarce
 
 
 
 
 

  • 22. What’s More • Prediction accuracy won’t always be the most important • Recentness • Novelty • Explanation based diversity • Temporary diversity
  • 23. What’s More • All kind of user behaviors
 
 
 
 
 
 
 

  • 24. Open Problems • How to weight different behaviors • How to improve deferent metrics • How to evaluate and evolve
  • 25. References • Anand Rajaraman and Jeffrey David Ullman. 2011. Mining of Massive Datasets. Cambridge University Press, New York, NY, USA. • 项亮. 2012. 推荐系统实践. ⼈人⺠民邮电出版社, 北京
  • 26. – Jeffrey M. O’Brien, CNN Money “The Age of Search has come to an end. Long live the recommendation!”