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RECOMMENDER SYSTEMS AND
SEARCH ENGINES – TWO SIDES OF
THE SAME COIN!?
Bracha Shapira
Lior Rokach
Department of Information Systems Engineering
Ben-Gurion University
CONTENT
 Introduction
 Applications

 Methods

 Recommender Systems vs. search engines
ARE YOU BEING SERVED?
   What are you looking for?
   Demographic – Age, Gender, etc.
   Context-
       Casual/Event
       Season
       Gift
   Purchase History
       Loyal Customer
       What is the customer currently wearing?
           Style
           Color
   Social
     Friends and Family
     Companion
RECOMMENDER SYSTEMS

   A recommender system (RS) helps people that
    have not sufficient personal experience or
    competence to evaluate the, potentially
    overwhelming, number of alternatives offered by
    a Web site.
       In their simplest form RSs recommend to their users
        personalized and ranked lists of items
       Provide consumers with information to help them
        decide which items to purchase
EXAMPLE APPLICATIONS
WHAT BOOK SHOULD I BUY?
WHAT MOVIE SHOULD I WATCH?




                    • The Internet Movie Database (IMDb)
                      provides information about actors,
                      films, television shows, television
                      stars, video games and production
                      crew personnel.
                    • Owned by Amazon.com since 1998
                    • 796,328 titles and 2,127,371 people
                    • More than 50M users per month.
abcd
                                                                  The Nextflix prize story

 In October 2006, Netflix announced it would give a $1 million to whoever created a movie-
  recommending algorithm 10% better than its own.
 Within two weeks, the DVD rental company had received 169 submissions, including three
  that were slightly superior to Cinematch, Netflix's recommendation software
 After a month, more than a thousand programs had been entered, and the top scorers were
  almost halfway to the goal
 But what started out looking simple suddenly got hard. The rate of improvement began to
  slow. The same three or four teams clogged the top of the leader-board.
 Progress was almost imperceptible, and people began to say a 10 percent improvement
  might not be possible.
 Three years later, on 21st of September 2009, Netflix announced the winner.




                                                                                 13.10.2012
WHAT NEWS SHOULD I READ?
WHERE SHOULD I SPEND MY VACATION?

                Tripadvisor.com
                I would like to escape from this ugly an tedious work life and
                relax for two weeks in a sunny place. I am fed up with
                these crowded and noisy places … just the sand and the
                sea … and some “adventure”.
                 I would like to bring my wife and my children on a
                holiday … it should not be to expensive. I prefer
                mountainous places… not too far from home.
                Children parks, easy paths and good cuisine are a
                must.
                I want to experience the contact with a completely different
                culture. I would like to be fascinated by the people and
                learn to look at my life in a totally different way.
Usage in the market/products Recommendation
State-of-the-art solutions




                                                                                                                                   Examined Solutions
                     Method                    Commonness
                                                            Jinni   Taste Kid   Nanocrowd   Clerkdogs   Criticker IMDb Flixster   Movielens    Netflix   Shazam   Pandora   LastFM   YooChoose   Think Analytics   Itunes   Amazon
Collaborative Filtering                                      v                                             v       v       v         v           v         v                  v         v              v             v        v
Content-Based Techniques                                     v         v            v          v                   v                 v                              v         v         v              v                      v
Knowledge-Based Techniques                                   v         v            v          v                   v                                                v                                  v
Stereotype-Based Recommender Systems                         v         v            v          v                   v                                                                    v              v
Ontologies and Semantic Web Technologies for
                                                             v                      v                                                                               v
Recommender Systems
Hybrid Techniques                                            v                      v                      v                         v           v                                      v              v
Ensemble Techniques for Improving
                                                                                                                                              v future
Recommendation
Context Dependent Recommender Systems                        v                      v          v           v                                                                            v              v
Conversational/Critiquing Recommender
                                                             v                                                                                                                                         v
Systems
Community Based Recommender Systems and
                                                             v                                                             v                     v         v                  v
Recommender Systems 2.0




                                                                                                                                                                                            13.10.2012
COLLABORATIVE FILTERING
Collaborative Filtering
Description




               The method of making automatic predictions
                (filtering) about the interests of a user by collecting
                taste information from many users (collaborating).
                The underlying assumption of CF approach is that                                      1      Collaborative Filtering
                those who agreed in the past tend to agree again in
                the future.




                                                                          Selected Techniques
                                                                                                kNN - Nearest Neighbor 
                                                                                                SVD – Matrix Factorization 
                                                                                                Similarity Weights Optimization (SWO) 




                                                                                                                               13.10.2012
COLLABORATIVE FILTERING

                                             abcd
The Idea


 Trying to predict the opinion the user will have on the different items and be able
  to recommend the “best” items to each user based on: the user’s previous likings
  and the opinions of other like minded users


                           Negative
                              Rating
                                              ?
                Positive
                Rating




                                                                            13.10.2012
How collaborative filtering works?
“People who liked this also liked…”

                 abcd                                              abcd
                        How it works                                             User-to-User
                                        Recommendations are made by finding users with
                                         similar tastes. Jane and Tim both liked Item 2 and
                                         disliked Item 3; it seems they might have similar taste,
                                         which suggests that in general Jane agrees with Tim.
                                         This makes Item 1 a good recommendation for Tim.
                                         This approach does not scale well for millions of
                               Item      users.
                                  to
                               Item                                             Item-to-Item
                                        Recommendations are made by finding items that
                                         have similar appeal to many users.
                                         Tom and Sandra are two users who liked both Item 1
                                         and Item 4. That suggests that, in general, people who
       User to                           liked Item 4 will also like item 1, so Item 1 will be
                                         recommended to Tim. This approach is scalable to
         User                            millions of users and millions of items.




                                                                                 13.10.2012
KNN        - NEAREST NEIGHBOR
                    Current User                                            Users
                             1          1st item rate
0   Dislike
                             ?
                             1
                             0
1   Like
                                            abcd Prediction
                                             abcd
                                            Unknown Rating
                                                                           abcd
                                                                              Other Users
                             1
                                    This user did not              There are other




                                                                                                                   Items
?                            1      The prediction
    Unknown                         rate the item. We
                                     was made based                  users who rated
                             0      will try to predict a
                                     on the nearest                  the same item.
                                    rating according                 We are interested
                             1       neighbor.
                                    to his neighbors.                in the Nearest
                                                               abcdHamming Distance

                             1            The Hamming distance Neighbors.
                                                                      is named
                                           after Richard Hamming.
                             0
 User Model = 1
                                          In information theory, the Hamming
                                           distance between two strings of

 interaction
                  abcd
               Nearest Neighbors           equal length is the number of
          We are looking
                             1             positions at which the corresponding                                  abcd

 history the Nearest 1
                                           symbols are different.
           for
           Neighbor. The                                                                              Nearest 
           one with the      1                                                                        Neighbor
           lowest Hamming 0             14th item rate
             distance.
                                   Hamming                          5       6        6      5   4        8
                                   distance

                                                                                                    13.10.2012
IMPORTANT ISSUES
 Cold Start
 Implicit/Explicit Rating
 Sparsity
       Long Tail problem - many items in the Long Tail have only
        few ratings
   Portfolio Effect: Non Diversity Problem
       It is not useful to recommend all movies by Antonio
        Banderas to a user who liked one of them in the past
   Beyond Popularity
       Gray sheep problem
   Iformation Security
     Misuse
     Privacy
CONTENT-BASED RECOMMENDER
SYSTEM
CONTENT-BASED RECOMMENDATION
 In content-based recommendations the system tries to
  recommend items that matches the User Profile.
 The Profile is based on items user has liked in the past or explicit
  interests that he defines.
 A content-based recommender system matches the profile of the
  item to the user profile to decide on its relevancy to the user.
SIMPLE EXAMPLE



            Read               update
                                                 User Profile




New books          Match     User Profile



               Recommender
                 Systems        recommendation
CONTEXT-BASED RECOMMENDER
SYSTEMS
Context-Based Recommender Systems

                                              abcd
                                                                           Overview

  The recommender system uses additional data about the context of an item
   consumption.

  For example, in the case of a restaurant the time or the location may be used to
   improve the recommendation compared to what could be performed without this
   additional source of information.


  A restaurant recommendation for a Saturday evening when you go with your
   spouse should be different than a restaurant recommendation on a workday
   afternoon when you go with co-workers




                                                                           13.10.2012
Context-Based Recommender Systems


                                                        Motivating Examples

  Recommend a vacation
      Winter vs. summer


  Recommend a purchase (e-retailer)
      Gift vs. for yourself


  Recommend a movie
      To a student who wants to watch it on Saturday
     night with his girlfriend in a movie theater.




                                                                  13.10.2012
Context-Based Recommender Systems


                                                         Motivating Examples

  Recommend music
      The music that we like to hear is greatly affected by a context, such
       that can be thought of a mixture of our feelings (mood) and the
       situation or location (the theme) we associate it with.
      Listen to Bruce Springteen "Born in USA" while driving along the 101.
      Listening to Mozart's Magic Flute while walking in Salzburg.




                                                                    13.10.2012
Information Discovery: Example
“Tell me the music that I want to listen NOW"
                    abcd                                 abcd
                            Musicovery.com                           Details

                                              An Interactive personalized
                                               WebRadio
                                              A mood matrix propose a
                                               relationship between music and
                                               mood.
                                              Ethnographic studies have
                                               shown that people choose
                                               music peaces according to their
                                               mood or mood change
                                               expectation.




                                                                 13.10.2012
Context-Based Recommender Systems


                               What simple recommendation techniques ignore?

  What is the user         when asking for a recommendation?
  Where (and when) the user is            ?
  What does the user               (e.g., improve his knowledge or really buy
   a product)?
  Is the user       or with other         ?
  Are there        products to choose or only     ?




                                                                     13.10.2012
Context-Based Recommender Systems


                               What simple recommendation techniques ignore?

  What is the user         when asking for a recommendation?
  Where (and when) the user is            ?
  What does the user               (e.g., improve his knowledge or really buy
   a product)?
  Is the user       or with other         ?
  Are there        products to choose or only     ?


                        Plain recommendation technologies forget to take
                                          into account the user context.




                                                                     13.10.2012
Context-Based Recommender Systems

                                               abcd
                                             Major obstacle for contextual computing
  Obtain sufficient and reliable data describing the user context
  Selecting the right information, i.e., relevant in a particular personalization task
  Understand the impact of contextual dimensions on the personalization process
  Computational model the contextual dimension in a more classical
   recommendation technology
       For instance: how to extend Collaborative Filtering to include contextual
        dimensions?




                                                                               13.10.2012
Context-Based Recommender Systems

                                            abcd
                                              Item Split - Intuition and Approach

  Each item in the data base (         ) is a candidate for splitting
  Context defines (       ) all possible splits of an item ratings vector
      We test all the possible splits – we do not have many contextual
       features
  We choose one split (using a single contextual feature) that maximizes
   an impurity measure and whose impurity is higher than a threshold




                                                                        13.10.2012
SOCIAL (TRUST) BASED
RECOMMENDER SYSTEMS
Social Based (Trust based) Recommender Systems

                                               abcd
                                                                              Overview

  Intuition – Users tend to receive advice from people they trust, i.e., from their
   friends.
  Trusted friends can be defined explicitly by the users or inferred from social
   networks they are registered to.
 .




                                                                              13.10.2012
TRUST- BASED COLLABORATIVE FILTERING
                         Active users’ trusted
                               friends


                                    Active user


                     3
                     ?

                                                    Rating
                                                 prediction
TRUST METRICS

    Global metrics: computes a single global trust value for
     every single user (reputation on the network)
                                                         b
    Pros:                                                      d
                                                     a
        Based on the whole community opinion
                                                          c
    Cons:
        Trust is subjective (controversial users)
TRUST METRICS (CONT.)
 Local metrics: predicts (different) trust scores that are
  personalized from the point of view of every single user
 Pros:
       More accurate
       Attack resistance
   Cons:
       Ignoring the “wisdom of the crowd”              b

                                               a              d

                                                         c
SEARCH ENGINES AND
RECOMMENDER SYSTEMS
SEARCH ENGINES VS. RECOMMENDER SYSTEMS –



      Search Engines            Recommender Systems
 Goal – answer users ad      Goal – recommend services
  hoc queries                  or items to user
 Input – user ad-hoc need    Input - user preferences
  defined as a query           defined as a profile
 Output- ranked items
  relevant to user need         Output - ranked items based
  (based on her                  on her preferences
  preferences???)
 Methods - Mainly IR
                                Methods – variety of
  based methods                  methods, IR, ML, UM
NEW TRENDS …


     “Understand” the user actual needs from her context
     Personalize results according to the user preferences




   Search engines may use some recommender systems
    methods to achieve these goals
SEARCH ENGINES PERSONALIZATION METHODS
ADOPTED FROM RECOMMENDER SYSTEMS

   Collaborative filtering
       User-based - Cross domain collaborative filtering is
        required???
   Content-based
       Search history
   Collaborative content-based
       Collaborate on similar queries
   Context-based
     Little research – difficult to evaluate
     Locality, language, calendar
   Social-based
     Friends I trust relating to the query domain
     Notion of trust, expertise

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  • 1. RECOMMENDER SYSTEMS AND SEARCH ENGINES – TWO SIDES OF THE SAME COIN!? Bracha Shapira Lior Rokach Department of Information Systems Engineering Ben-Gurion University
  • 2. CONTENT  Introduction  Applications  Methods  Recommender Systems vs. search engines
  • 3. ARE YOU BEING SERVED?  What are you looking for?  Demographic – Age, Gender, etc.  Context-  Casual/Event  Season  Gift  Purchase History  Loyal Customer  What is the customer currently wearing?  Style  Color  Social  Friends and Family  Companion
  • 4. RECOMMENDER SYSTEMS  A recommender system (RS) helps people that have not sufficient personal experience or competence to evaluate the, potentially overwhelming, number of alternatives offered by a Web site.  In their simplest form RSs recommend to their users personalized and ranked lists of items  Provide consumers with information to help them decide which items to purchase
  • 7. WHAT MOVIE SHOULD I WATCH? • The Internet Movie Database (IMDb) provides information about actors, films, television shows, television stars, video games and production crew personnel. • Owned by Amazon.com since 1998 • 796,328 titles and 2,127,371 people • More than 50M users per month.
  • 8. abcd The Nextflix prize story  In October 2006, Netflix announced it would give a $1 million to whoever created a movie- recommending algorithm 10% better than its own.  Within two weeks, the DVD rental company had received 169 submissions, including three that were slightly superior to Cinematch, Netflix's recommendation software  After a month, more than a thousand programs had been entered, and the top scorers were almost halfway to the goal  But what started out looking simple suddenly got hard. The rate of improvement began to slow. The same three or four teams clogged the top of the leader-board.  Progress was almost imperceptible, and people began to say a 10 percent improvement might not be possible.  Three years later, on 21st of September 2009, Netflix announced the winner. 13.10.2012
  • 10. WHERE SHOULD I SPEND MY VACATION? Tripadvisor.com I would like to escape from this ugly an tedious work life and relax for two weeks in a sunny place. I am fed up with these crowded and noisy places … just the sand and the sea … and some “adventure”. I would like to bring my wife and my children on a holiday … it should not be to expensive. I prefer mountainous places… not too far from home. Children parks, easy paths and good cuisine are a must. I want to experience the contact with a completely different culture. I would like to be fascinated by the people and learn to look at my life in a totally different way.
  • 11. Usage in the market/products Recommendation State-of-the-art solutions Examined Solutions Method Commonness Jinni Taste Kid Nanocrowd Clerkdogs Criticker IMDb Flixster Movielens Netflix Shazam Pandora LastFM YooChoose Think Analytics Itunes Amazon Collaborative Filtering v v v v v v v v v v v v Content-Based Techniques v v v v v v v v v v v Knowledge-Based Techniques v v v v v v v Stereotype-Based Recommender Systems v v v v v v v Ontologies and Semantic Web Technologies for v v v Recommender Systems Hybrid Techniques v v v v v v v Ensemble Techniques for Improving v future Recommendation Context Dependent Recommender Systems v v v v v v Conversational/Critiquing Recommender v v Systems Community Based Recommender Systems and v v v v v Recommender Systems 2.0 13.10.2012
  • 13. Collaborative Filtering Description  The method of making automatic predictions (filtering) about the interests of a user by collecting taste information from many users (collaborating). The underlying assumption of CF approach is that 1 Collaborative Filtering those who agreed in the past tend to agree again in the future. Selected Techniques kNN - Nearest Neighbor  SVD – Matrix Factorization  Similarity Weights Optimization (SWO)  13.10.2012
  • 14. COLLABORATIVE FILTERING abcd The Idea  Trying to predict the opinion the user will have on the different items and be able to recommend the “best” items to each user based on: the user’s previous likings and the opinions of other like minded users Negative Rating ? Positive Rating 13.10.2012
  • 15. How collaborative filtering works? “People who liked this also liked…” abcd abcd How it works User-to-User  Recommendations are made by finding users with similar tastes. Jane and Tim both liked Item 2 and disliked Item 3; it seems they might have similar taste, which suggests that in general Jane agrees with Tim. This makes Item 1 a good recommendation for Tim. This approach does not scale well for millions of Item users. to Item Item-to-Item  Recommendations are made by finding items that have similar appeal to many users. Tom and Sandra are two users who liked both Item 1 and Item 4. That suggests that, in general, people who User to liked Item 4 will also like item 1, so Item 1 will be recommended to Tim. This approach is scalable to User millions of users and millions of items. 13.10.2012
  • 16. KNN - NEAREST NEIGHBOR Current User Users 1 1st item rate 0 Dislike ? 1 0 1 Like abcd Prediction abcd Unknown Rating abcd Other Users 1 This user did not   There are other Items ? 1  The prediction Unknown rate the item. We was made based users who rated 0 will try to predict a on the nearest the same item. rating according We are interested 1 neighbor. to his neighbors. in the Nearest abcdHamming Distance 1  The Hamming distance Neighbors. is named after Richard Hamming. 0 User Model = 1  In information theory, the Hamming distance between two strings of interaction abcd Nearest Neighbors equal length is the number of  We are looking 1 positions at which the corresponding abcd history the Nearest 1 symbols are different. for Neighbor. The Nearest  one with the 1 Neighbor lowest Hamming 0 14th item rate distance. Hamming 5 6 6 5 4 8 distance 13.10.2012
  • 17. IMPORTANT ISSUES  Cold Start  Implicit/Explicit Rating  Sparsity  Long Tail problem - many items in the Long Tail have only few ratings  Portfolio Effect: Non Diversity Problem  It is not useful to recommend all movies by Antonio Banderas to a user who liked one of them in the past  Beyond Popularity  Gray sheep problem  Iformation Security  Misuse  Privacy
  • 19. CONTENT-BASED RECOMMENDATION  In content-based recommendations the system tries to recommend items that matches the User Profile.  The Profile is based on items user has liked in the past or explicit interests that he defines.  A content-based recommender system matches the profile of the item to the user profile to decide on its relevancy to the user.
  • 20. SIMPLE EXAMPLE Read update User Profile New books Match User Profile Recommender Systems recommendation
  • 22. Context-Based Recommender Systems abcd Overview  The recommender system uses additional data about the context of an item consumption.  For example, in the case of a restaurant the time or the location may be used to improve the recommendation compared to what could be performed without this additional source of information.  A restaurant recommendation for a Saturday evening when you go with your spouse should be different than a restaurant recommendation on a workday afternoon when you go with co-workers 13.10.2012
  • 23. Context-Based Recommender Systems Motivating Examples  Recommend a vacation  Winter vs. summer  Recommend a purchase (e-retailer)  Gift vs. for yourself  Recommend a movie  To a student who wants to watch it on Saturday night with his girlfriend in a movie theater. 13.10.2012
  • 24. Context-Based Recommender Systems Motivating Examples  Recommend music  The music that we like to hear is greatly affected by a context, such that can be thought of a mixture of our feelings (mood) and the situation or location (the theme) we associate it with.  Listen to Bruce Springteen "Born in USA" while driving along the 101.  Listening to Mozart's Magic Flute while walking in Salzburg. 13.10.2012
  • 25. Information Discovery: Example “Tell me the music that I want to listen NOW" abcd abcd Musicovery.com Details  An Interactive personalized WebRadio  A mood matrix propose a relationship between music and mood.  Ethnographic studies have shown that people choose music peaces according to their mood or mood change expectation. 13.10.2012
  • 26. Context-Based Recommender Systems What simple recommendation techniques ignore?  What is the user when asking for a recommendation?  Where (and when) the user is ?  What does the user (e.g., improve his knowledge or really buy a product)?  Is the user or with other ?  Are there products to choose or only ? 13.10.2012
  • 27. Context-Based Recommender Systems What simple recommendation techniques ignore?  What is the user when asking for a recommendation?  Where (and when) the user is ?  What does the user (e.g., improve his knowledge or really buy a product)?  Is the user or with other ?  Are there products to choose or only ? Plain recommendation technologies forget to take into account the user context. 13.10.2012
  • 28. Context-Based Recommender Systems abcd Major obstacle for contextual computing  Obtain sufficient and reliable data describing the user context  Selecting the right information, i.e., relevant in a particular personalization task  Understand the impact of contextual dimensions on the personalization process  Computational model the contextual dimension in a more classical recommendation technology  For instance: how to extend Collaborative Filtering to include contextual dimensions? 13.10.2012
  • 29. Context-Based Recommender Systems abcd Item Split - Intuition and Approach  Each item in the data base ( ) is a candidate for splitting  Context defines ( ) all possible splits of an item ratings vector  We test all the possible splits – we do not have many contextual features  We choose one split (using a single contextual feature) that maximizes an impurity measure and whose impurity is higher than a threshold 13.10.2012
  • 31. Social Based (Trust based) Recommender Systems abcd Overview  Intuition – Users tend to receive advice from people they trust, i.e., from their friends.  Trusted friends can be defined explicitly by the users or inferred from social networks they are registered to. . 13.10.2012
  • 32. TRUST- BASED COLLABORATIVE FILTERING Active users’ trusted friends Active user 3 ? Rating prediction
  • 33. TRUST METRICS  Global metrics: computes a single global trust value for every single user (reputation on the network) b  Pros: d a  Based on the whole community opinion c  Cons:  Trust is subjective (controversial users)
  • 34. TRUST METRICS (CONT.)  Local metrics: predicts (different) trust scores that are personalized from the point of view of every single user  Pros:  More accurate  Attack resistance  Cons:  Ignoring the “wisdom of the crowd” b a d c
  • 36. SEARCH ENGINES VS. RECOMMENDER SYSTEMS – Search Engines Recommender Systems  Goal – answer users ad  Goal – recommend services hoc queries or items to user  Input – user ad-hoc need  Input - user preferences defined as a query defined as a profile  Output- ranked items relevant to user need  Output - ranked items based (based on her on her preferences preferences???)  Methods - Mainly IR  Methods – variety of based methods methods, IR, ML, UM
  • 37. NEW TRENDS …  “Understand” the user actual needs from her context  Personalize results according to the user preferences  Search engines may use some recommender systems methods to achieve these goals
  • 38. SEARCH ENGINES PERSONALIZATION METHODS ADOPTED FROM RECOMMENDER SYSTEMS  Collaborative filtering  User-based - Cross domain collaborative filtering is required???  Content-based  Search history  Collaborative content-based  Collaborate on similar queries  Context-based  Little research – difficult to evaluate  Locality, language, calendar  Social-based  Friends I trust relating to the query domain  Notion of trust, expertise