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Self-Adaptation of
Online Recommender Systems
via Feed-Forward Controllers

Licia Capra
University College London



Workshop on Self-Awareness in Computing
June 27th, 2010
RECOMMENDER SYSTEMS
SCENARIO




   Web 2.0 Recommender Systems (CiteULike)
RECOMMENDER SYSTEMS

                      items




                      ratings




users
RECOMMENDER SYSTEMS

                      items




                      ratings




users
WEB 2.0 RECOMMENDER SYSTEMS
RECOMMENDER SYSTEMS (Web 2.0)

                         items




                         tags




users
RECOMMENDER SYSTEMS
    i    j   k   l    m
a
b
c
d
        User x Item
PROBLEM
DOMAIN PROBLEM ANALYSIS
  Dataset: Bibsonomy
  •  1.3k users; 24k items; 12k tags; 73k bookmarks
              5/+72<"
         )!!!!"




         (!!!!"
                                   *++,-./,0"

                                   123-0"
         '!!!!"
                                   4.50"

                                   603/0"
         &!!!!"




         %!!!!"

                                                                                  123-0"5/+7"8.023/"
         $!!!!"




         #!!!!"


                                                              4.50"5/+7"8.023/"
             !"
                  #"    ("   ##"            #("   $#"   $("          %#"      %("         &#"      &("           '#"
                                                                                                         9-3":-+;2<0="
DOMAIN PROBLEM ANALYSIS
  Method of Assessment
   Time	
  	
   User	
   Tag	
   Item	
  
  Period	
  
    T1	
         6%	
        17%	
              2%	
  
    T2	
         6%	
        1%	
               11%	
  
    T3	
         6%	
        2%	
               3%	
  


                                       Ti	
               1500	
  tests	
  



     Training	
  Ti(1)	
  
                      Training	
  Ti(2)	
  
DOMAIN PROBLEM ANALYSIS
  Method of Assessment
   Time	
  	
   User	
   Tag	
   Item	
                       Accuracy	
  Loss	
   Accuracy	
  Loss	
   Accuracy	
  Loss	
  
  Period	
                                                       (25-­‐75)	
          (50-­‐50)	
          (75-­‐25)	
  
    T1	
         6%	
        17%	
              2%	
                  24%	
              32%	
                 45%	
  
    T2	
         6%	
        1%	
               11%	
                 12%	
              20%	
                 23%	
  
    T3	
         6%	
        2%	
               3%	
                   3%	
              10%	
                 14%	
  


                                       Ti	
               1500	
  tests	
  



     Training	
  Ti(1)	
  
                      Training	
  Ti(2)	
  
DOMAIN PROBLEM ANALYSIS
  Method of Assessment
   Time	
  	
   User	
   Tag	
   Item	
                       Accuracy	
  Loss	
   Accuracy	
  Loss	
   Accuracy	
  Loss	
  
  Period	
                                                       (25-­‐75)	
          (50-­‐50)	
          (75-­‐25)	
  
    T1	
         6%	
        17%	
              2%	
                  24%	
              32%	
                 45%	
  
    T2	
         6%	
        1%	
               11%	
                 12%	
              20%	
                 23%	
  
    T3	
         6%	
        2%	
               3%	
                   3%	
              10%	
                 14%	
  


                                       Ti	
               1500	
  tests	
  



     Training	
  Ti(1)	
  
                      Training	
  Ti(2)	
  
IDEA
DYNAMIC UPDATE METHODOLOGY
  Recommender Systems as Self-Adaptive
   Systems
                x	
  
       [users,items,tags]	
       [Recommender	
  ]                    y	
  
                                      System	
          [recommendaFon	
  	
  
                                                                   list]	
  

                         u	
  
      [update	
  frequency]	
  


                                            Feed-­‐Back	
  
DYNAMIC UPDATE METHODOLOGY
  Feed-Forward Controller for Dynamic
   Updating of Recommender Systems

                       x	
  
              [users,items,tags]	
        [Recommender	
  ]                  y	
  
                                                              [recommendaFon	
  	
  
                          u	
                 System	
                   list]	
  
              [update	
  frequency]	
  




     Feed-­‐Forward	
  
DOES IT WORK?
EVALUATION
  Empirical Estimate of Performance Loss
     ./01232456/01788#8433#
     (&"#



     (%"#



     ($"#



     (!"#

                                                                                            +*"-$*"#
      '"#                                                                                   *!"-*!"#
                                                                                            $*"-+*"#

      &"#



      %"#



      $"#



      !"#
                ("#           $"#   )"#   %"#   *"#   &"#   +"#   '"#   ,"#   (!"#   9/4:;<#/7;0#
EVALUATION
  Cumulative Error (50-50 test set)
 '#"




 '!"




  &"



                                                                                                           +,-./01"

  %"                                                                                                       2345678")9"
                                                                                                           2345678"#9"
                                                                                                           :88;01"


  $"




  #"




  !"
       '"   %"   ''"   '%"   #'"   #%"   ('"   (%"   $'"   $%"   )'"   )%"   %'"   %%"   *'"   *%"   &'"
EVALUATION
  Cumulative Error & N. of Updates

                                                                                                                          Technique    N. Of Updates
 '#"




 '!"

                                                                                                                           Weekly           80
  &"




                                                                                                                         Adaptive 2%        29
                                                                                                           +,-./01"

  %"                                                                                                       2345678")9"
                                                                                                           2345678"#9"
                                                                                                           :88;01"


  $"




  #"
                                                                                                                         Adaptive 5%        13
  !"
       '"   %"   ''"   '%"   #'"   #%"   ('"   (%"   $'"   $%"   )'"   )%"   %'"   %%"   *'"   *%"   &'"



                                                                                                                           Monthly          18
EVALUATION
  Cumulative Error & N. of Updates

                                                                                                                          Technique    N. Of Updates
 '#"




 '!"

                                                                                                                           Weekly           80
  &"




                                                                                                                         Adaptive 2%        29
                                                                                                           +,-./01"

  %"                                                                                                       2345678")9"
                                                                                                           2345678"#9"
                                                                                                           :88;01"


  $"




  #"
                                                                                                                         Adaptive 5%        13
  !"
       '"   %"   ''"   '%"   #'"   #%"   ('"   (%"   $'"   $%"   )'"   )%"   %'"   %%"   *'"   *%"   &'"



                                                                                                                           Monthly          18
CONCLUSIONS

  Accuracy vs Cost Tradeoff may
   lead to suboptimal choices
  Recommender Systems as Self-
   Adaptive Systems
  Feed-Forward Control Theory for
   Unobservable Outputs
… & FUTURE WORK
   Automation of Empirical Evaluation

   Beyond Accuracy and Cost (diversity,
    surprise, serendipity)
  On self-adaptation
   •    B.H. Cheng, et al. Software Engineering for Self-Adaptive Systems: A Research Roadmap.
        In Software Engineering for Self-Adaptive Systems, pages 1-26, 2009. Springer-Verlag
   •    Y. Brun, et al. Engineering Self-Adaptive Systems through Feedback Loops. In Software
        Engineering for Self-Adaptive Systems, pages 48-70, 2009. Springer-Verlag.
  On recommender-systems
   •    J. Herlocker, et al. An Algorithmic Framework for Performing Collaborative Filtering. In
        Proc. of the 22nd Annual International Conference on Research and Development in
        Information Retrieval, pages 230-237, New York, NY, USA, 1999. ACM.
   •    G. Adomavicius and A. Tuzhilin. Context-Aware Recommender Systems. In Proc. of the ACM
        Conference on Recommender Systems, 2008.
  From my group
   •    V. Zanardi and L. Capra. Social Ranking: Uncovering Relevant Content using Tag-based
        Recommender Systems. In Proc. of the Conference on Recommender Systems, pages
        51-58, 2008. ACM.
   •    V. Zanardi and L. Capra. "Dynamic Updating of Online Recommender Systems via Feed-
        Forward Controllers". In 6th Intl. Symposium on Software Engineering for Adaptive and
        Self-Managing Systems (SEAMS 2011). Waikiki, Honolulu, Hawaii, USA. May 2011




                           THANK YOU!

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Self-Adaptation of Online Recommender Systems via Feed-Forward Controllers

  • 1. Self-Adaptation of Online Recommender Systems via Feed-Forward Controllers Licia Capra University College London Workshop on Self-Awareness in Computing June 27th, 2010
  • 3. SCENARIO Web 2.0 Recommender Systems (CiteULike)
  • 4. RECOMMENDER SYSTEMS items ratings users
  • 5. RECOMMENDER SYSTEMS items ratings users
  • 7. RECOMMENDER SYSTEMS (Web 2.0) items tags users
  • 8. RECOMMENDER SYSTEMS i j k l m a b c d User x Item
  • 10. DOMAIN PROBLEM ANALYSIS   Dataset: Bibsonomy •  1.3k users; 24k items; 12k tags; 73k bookmarks 5/+72<" )!!!!" (!!!!" *++,-./,0" 123-0" '!!!!" 4.50" 603/0" &!!!!" %!!!!" 123-0"5/+7"8.023/" $!!!!" #!!!!" 4.50"5/+7"8.023/" !" #" (" ##" #(" $#" $(" %#" %(" &#" &(" '#" 9-3":-+;2<0="
  • 11. DOMAIN PROBLEM ANALYSIS   Method of Assessment Time     User   Tag   Item   Period   T1   6%   17%   2%   T2   6%   1%   11%   T3   6%   2%   3%   Ti   1500  tests   Training  Ti(1)   Training  Ti(2)  
  • 12. DOMAIN PROBLEM ANALYSIS   Method of Assessment Time     User   Tag   Item   Accuracy  Loss   Accuracy  Loss   Accuracy  Loss   Period   (25-­‐75)   (50-­‐50)   (75-­‐25)   T1   6%   17%   2%   24%   32%   45%   T2   6%   1%   11%   12%   20%   23%   T3   6%   2%   3%   3%   10%   14%   Ti   1500  tests   Training  Ti(1)   Training  Ti(2)  
  • 13. DOMAIN PROBLEM ANALYSIS   Method of Assessment Time     User   Tag   Item   Accuracy  Loss   Accuracy  Loss   Accuracy  Loss   Period   (25-­‐75)   (50-­‐50)   (75-­‐25)   T1   6%   17%   2%   24%   32%   45%   T2   6%   1%   11%   12%   20%   23%   T3   6%   2%   3%   3%   10%   14%   Ti   1500  tests   Training  Ti(1)   Training  Ti(2)  
  • 14. IDEA
  • 15. DYNAMIC UPDATE METHODOLOGY   Recommender Systems as Self-Adaptive Systems x   [users,items,tags]   [Recommender  ] y   System   [recommendaFon     list]   u   [update  frequency]   Feed-­‐Back  
  • 16. DYNAMIC UPDATE METHODOLOGY   Feed-Forward Controller for Dynamic Updating of Recommender Systems x   [users,items,tags]   [Recommender  ] y   [recommendaFon     u   System   list]   [update  frequency]   Feed-­‐Forward  
  • 18. EVALUATION   Empirical Estimate of Performance Loss ./01232456/01788#8433# (&"# (%"# ($"# (!"# +*"-$*"# '"# *!"-*!"# $*"-+*"# &"# %"# $"# !"# ("# $"# )"# %"# *"# &"# +"# '"# ,"# (!"# 9/4:;<#/7;0#
  • 19. EVALUATION   Cumulative Error (50-50 test set) '#" '!" &" +,-./01" %" 2345678")9" 2345678"#9" :88;01" $" #" !" '" %" ''" '%" #'" #%" ('" (%" $'" $%" )'" )%" %'" %%" *'" *%" &'"
  • 20. EVALUATION   Cumulative Error & N. of Updates Technique N. Of Updates '#" '!" Weekly 80 &" Adaptive 2% 29 +,-./01" %" 2345678")9" 2345678"#9" :88;01" $" #" Adaptive 5% 13 !" '" %" ''" '%" #'" #%" ('" (%" $'" $%" )'" )%" %'" %%" *'" *%" &'" Monthly 18
  • 21. EVALUATION   Cumulative Error & N. of Updates Technique N. Of Updates '#" '!" Weekly 80 &" Adaptive 2% 29 +,-./01" %" 2345678")9" 2345678"#9" :88;01" $" #" Adaptive 5% 13 !" '" %" ''" '%" #'" #%" ('" (%" $'" $%" )'" )%" %'" %%" *'" *%" &'" Monthly 18
  • 22. CONCLUSIONS   Accuracy vs Cost Tradeoff may lead to suboptimal choices   Recommender Systems as Self- Adaptive Systems   Feed-Forward Control Theory for Unobservable Outputs
  • 23. … & FUTURE WORK   Automation of Empirical Evaluation   Beyond Accuracy and Cost (diversity, surprise, serendipity)
  • 24.   On self-adaptation •  B.H. Cheng, et al. Software Engineering for Self-Adaptive Systems: A Research Roadmap. In Software Engineering for Self-Adaptive Systems, pages 1-26, 2009. Springer-Verlag •  Y. Brun, et al. Engineering Self-Adaptive Systems through Feedback Loops. In Software Engineering for Self-Adaptive Systems, pages 48-70, 2009. Springer-Verlag.   On recommender-systems •  J. Herlocker, et al. An Algorithmic Framework for Performing Collaborative Filtering. In Proc. of the 22nd Annual International Conference on Research and Development in Information Retrieval, pages 230-237, New York, NY, USA, 1999. ACM. •  G. Adomavicius and A. Tuzhilin. Context-Aware Recommender Systems. In Proc. of the ACM Conference on Recommender Systems, 2008.   From my group •  V. Zanardi and L. Capra. Social Ranking: Uncovering Relevant Content using Tag-based Recommender Systems. In Proc. of the Conference on Recommender Systems, pages 51-58, 2008. ACM. •  V. Zanardi and L. Capra. "Dynamic Updating of Online Recommender Systems via Feed- Forward Controllers". In 6th Intl. Symposium on Software Engineering for Adaptive and Self-Managing Systems (SEAMS 2011). Waikiki, Honolulu, Hawaii, USA. May 2011 THANK YOU!