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EXPERT ADVICE AND REGRET FOR SERIAL RECOMMENDERS
Anton Eliëns, Yiwen Wang
Abstract
In this paper we propose a tentative framework (R3) for adapting
a sequence of predictions (guided tour) generated by what we call a serial recommender.
The R3 framework (rate, recommend, regret) is applied to the construction
of personalized guided tours, based on expert advice, in the domain of cultural heritage,
in particular digital dossiers about contemporary art.
Guided tours are in first instance obtained by tracking expert users.
Our proposal is based on a variant of decision theory,
that uses a regret function to measure the difference between
a proposed decision and a finite collection of expert decisions.
In our framework, personalization may then be seen as a minimization
problem over a weighting scheme, expressing the relative importance
of experts of which tours are available.
Our aim in this paper is to arrive at a formalization of the recommendation
of sequences (guided tours) that allows for adaptation to individual user preferences
by a revision of the weight attached to a particular advice based on user feedback.
keywords:
decision theory, personalization, guided tours, digital dossier, cultural heritage
INTRODUCTION
Leaving all responsibility for interaction to the user
is usually not a good choice, in particular when an information system contains
complex, highly interrelated information.
Despite the wealth of recommendation systems, it still seems
to be an open problem how to generate a related collection
of recommendations, that is an organized sequence of
recommended items that me be used as a guided tour,
for example an overview of artworks and related information
from a museum collection.
In [Eliens et al. (2006b)], [Wang et al. (2006)], [van Riel et al. (2006)] we describe the 3D digital dossier format,
in which we presented the information of respectively the Dutch-Serbian artist
Marina Abramovic and the Australian
artist Jeffrey Shaw,
contemporary artists with a variety of work, ranging from video to art installations.
The digital dossier supports navigation using a concept graph and allows
for presenting media-rich material, including 3D models of artwork installations.
The digital dossiers have been implemented using X3D/VRML
to allow for deployment on the web.
Recently we have explored guided tours in digital dossiers, [van Riel et al. (2006)],
which actually automate user interaction, by mimicking user actions through events generated
by a script.
Although this provides an easy way to create guided tours, this does not solve the problem
of what to select as elements in the guided tour, or how to personalize
these tours in an intelligent manner.
In this paper, we discuss techniques from decision theory
as a means to aid the construction of guided tours by consulting an advice
function based on tracking the navigation behavior of expert users.
We will also indicate how a similar advice function can be used for
personalizing tours in cooperation with a recommender system for artworks,
by altering the weight given to particular properties.
More in general, our aim is to arrive at a formalization of the mechanics underlying the recommendation
of sequences (guided tours) that allows for adaptation to individual user preferences
by a revision of the weight attached to a particular advice based on user feedback.
Moreover we will give an indication how to generalize our approach to include the
refinement of content-based ratings from which sequences are generated, by adapting
weight attached to specific attributes of items featured in the guided tour.
We opt for the phrase serial recommender, to stress on the one hand that
the recommendation concerns sequences and not individual items, and on the other hand
what one may call the compulsive nature of the recommendations, due to the fact
that they are originally generated by experts.
Mind that our approach has been primarily motivated by the need to support guided tours
in digital dossiers. As we discuss in more detail in the paper, digital dossiers, and
in particular the concept graph as a navigation paradigm, adhere to specific constraints
that do not apply in general.
As a consequence, it might be hard to generalize the approach to other domains where
guided tours are useful. However, by including ratings based on content and an appropriate
distance function between recommended items, it seems that
the R3 framework introduced here is applicable to a wider class of (serial) recommenders.
structure
The structure of this paper is as follows.
First we will give a brief overview of recommdender systems, after
which we will give a short introduction to decision theory.
Then we will describe the abramovic dossier,
and discuss how techniques from decision theory can be
applied to the construction of guided tours in digital dossiers,
followed by a discussion
of how to realize expert advice functions in digital dossiers.
We will then
illustrate how to apply decision theory for the personalization of
tours in a more conventional cultural heritage application,
sketch a formal model for (serial) recommender systems,
introduce a distance function for item recommendations, and indicate how
to deal with user feedback discrepancy.
Finally, we will
give our conclusions and indicate directions for future research.
RECOMMENDER SYSTEMS -- BRIEF OVERVIEW
There is a great wealth of recommender systems,
and a daunting number of techniques for producing recommendations, based on content,
user behavior or social groups. See the AAAI 2004 Tutorial
on recommender systems and techniques for an (extensive) overview.
In [Van Setten (2005)] a distinction is made between the following types of prediction techniques:
prediction techniques
- social-based -- dependent on (group) rating of item(s)
- information-based -- dependent on features of item(s)
- hybrid methods -- combining predictors

Social-based prediction techniques include collaborative filtering (CF),
item-item filtering, popularity measures, etcetera.
Information-based prediction techniques include information filtering,
case-based reasoning and attribute or feature comparison.
Finally, as hybridization techniques, [Van Setten (2005)] distinguishes
between weighted combination, switching, mixed application and
meta-approaches such as feature combination and cascaded application.
The approach we present in this paper,
the R3 framework, has aspects of social-based as well as information-based methods
and may be characterized as hybrid since it uses a weighting scheme to select between
experts for advice.
For clarity, it is worthwhile to delineate briefly
what we understand by the phrases rate, recommend, regret,
and how the R3 framework fits within the wider scope of recommendation techniques:
definition(s)
- rating -- a value representing a user's interest
- recommendation -- item(s) that might be of interest to the user
- regret -- a function to measure the accuracy of recommendations

In our approach, we (initially) proceed from the assumption that a
rating is already present,
and more in particular a rating that implies a sequential order on the presentation
of a (limited) number of items. Later, however,
we will explore how to relax this assumption and apply
the R3 framework to sequences that are generated on the basis of
content-based user preferences, to allow for an incremental adaptation of recommendations.
MATHEMATICAL PRELIMINARIES -- DECISION THEORY
Before discussing how to realize guided tours in digital dossiers using user tracking
and expert advice,
we will give a very brief introduction
to decision theory, more in particular a variant of
decision theory introduced in [Cesa-Bianchi and Lugosi (2006)], that
provides a mathematical foundation for our approach.
In classical prediction theory a prediction is a sequence
of elements that results from a stationary stochastic
process.
The risk of the prediction is taken to be the expected value
of the accumulated loss function, measuring the
discrepancey between predicted values and actual
outcomes.
[Cesa-Bianchi and Lugosi (2006)] introduce a variant of prediction theory in which
no assumption is made with respect to the nature of the
source of predictions.
Instead, the forecaster is considered to
be an entity that gives a prediction for an element
based on advice of one or more experts.
These experts might be actual sequences stored in a database.
The deviation of the forecaster with the actual
outcome is measured using a regret function,
and the prediction task may hence be formulated as
minimimizing the regret function by choosing the
best expert for advice for each element of a prediction sequence.
For example, for the prediction of a bitstring of length n,
the forecaster is a vector of n expert indices,
that give advice for the bitvalue, 0 or 1, in that position.
In the general case, in which we have no information
on the error rate of the experts' advice,
we may use a weighting factor $0 <= %b_{i} <= 1S(n) S(n) = {{ n _{1},...,n _{k} }} i \leq k\overline{p}n_{ \overline{p} }\overline{p} S _{ \overline{p} }(n) = {{ n _{ \overline{p}1},...,n_{\overline{p}k} }}e_{i}, indicating the relevance of expert i.
Then for a particular node n we may assume to have an advice , with weight and
x in .
If an expert has no advice for this node, we may simply assume its weight to be 0.
For a collection of experts, the final advice will be with weight
and for .
If no such advice exists, we may query the user to decide which expert has preference,
and adapt the weights for the experts accordingly.
This procedure can be easily generalized to nodes with history .
To cope with possible shortcuts, for example when a choice is made for a node at three levels deep,
we must normalize the path, by inserting the intermediate node, in order to allow for
comparison between experts.
Now assume that we have expert navigation paths with cycles,
for example ,
where actually , which happens when we return
to the original node.
In general such cycles should be eliminated, unless they can be regarded as an essential subtour.
However, in this case, they could also be offered explicitly as a subtour,
if they have length .
When offering guided tours for which several variants exist, we may allow the user
to simply assign weights to each of the experts from which we have a tour,
or allow for incrementally adjusting the weight of the experts, as feedback on the actual tour presented.
INTELLIGENT GUIDANCE -- REALIZATION
Our aim is to arrive at a general framework for artist's digital
dossiers, that provide intelligent guidance
to both the expert user, responsible for the
future re-installation of the work(s),
and the interested layman, that wishes to get acquainted
with a particular work or collection of works.
In general, there are two techniques that we can apply to provide such
guidance:
- filtering the information space according to the user's
perspective, and
- intelligent agents, that (pro) actively aid the user in searching
the information space.
Filtering the information space
may be used
to restrict the concept graph that defines the navigation
structure,
by stating assumptions with respect to the relevance
of particular categories from
a user's perspective.
Intelligent agents is an approach stemming from artificial intelligence
which allows for providing guidance in a variety of ways,
possibly even in an embodied form using
a face or humanoid figure to give suggestions
to the user on what interactions to perform, an approach that we will discuss later on.
For selecting the items to be presented in a guided
tour, the most obvious way is to pre-define a sequence based
on user profiles.
Very likely this can be done in a more flexible way in a rule-based
manner, applied to a template tour.
More interesting, however, is to generate guided tours
dynamically based on tracking actual user interaction
of (expert) users, using techniques from prediction theory, as
explained in the previous sections.
...
|
Fig. 4: Construction tool |

A special case of a guided tour is the tool environment constructed for
the Revolution installation of Jeffrey Shaw, which allows for experimenting
with the (de-) construction of the installation, fig. 4, and exhibition parameters, fig. 5.
...
|
|
Fig. 5: (a) Light | (b) Material |

Tracking interaction with such 3D models is, given the limitations imposed by the
tool environment, relatively simple, and can be used for creating a repository of
navigation sequences.
More difficult, however, is to find proper normalizations for these interactions,
and so in this case we may possibly have to rely on expert weighting only.
agent technology
In [Hoorn et al. (2004)] we have investigated the use of embodied
agents in a digital dossier for the artist Marinus Boezem, fig. 6.
To allow for a discrete mode of navigation we have used a map,
displaying the interesting parts of the atelier, which contains
locations where relevant information can be obtained,
such as a filmprojector, for displaying interviews,
a cabinet that contains biographical material and textual descriptions of the artworks,
and an exhibition environment that displays (3D models of the) artworks.
To construct a guided tour, we deployed a humanoid agent that shows the user around.
...
|
|
|
Fig 6. Overview | Interview | Agent |

In a user evaluation test we found that humanoid agents where instrumental
in providing information about the re-installation of artworks, but interestingly also
that believability was positively affected
by the degree of realism of the agent, [Van Vugt et al. (2006) ].
However, in creating guided tours for the current generation of digital dossiers,
using concept graphs for navigation instead of a spatial metaphor, we will not use
humanoid agents. Our agent technology, however, can be used in a fruitful way.
In the I-GUARD project
(Intelligent Guidance in Archives and Dossiers).
we investigate how to realize advice functions, implemented using agent technology, [Eliens et al. (2002)],
based on actual navigation paths obtained by tracking expert users,
that offer the user at any
navigation point a choice of continuations and/or a selection of guided tours,
focussing on a topic of interest.
INCREMENTAL ADAPTATION OF RECOMMENDATIONS
In the CHIP project (Cultural Heritage Information Personalization),
the aim is to develop a recommender system that generates a collection
of artworks in accordance with the users' preferences based on the rating of a small sample
of artworks.
The properties on which the recommendation is based include period, artist,
and genre.
The recommender system will also be used to generate guided tours, where apart from the
already mentioned properties the location (the proximity in the actual museum)
will be taken into account.
Using a weighting scheme on the properties, that is a difference metric on the properties,
a graph can be created, giving a prioritized accessibility relation between each artwork and
a collection of related artworks.
By changing the weight for one of the properties, for example location,
in case the tour is generated for the actual museum, the priority ordering may be changed,
resulting in a different tour.
In contrast to the successor function for nodes in the concept graph
of the digital dossier, we may assume to have a weighted successor function
, with the weight defined by the
relevance of the node , with respect to the attributes involved.
In a similar way as for the digital dossier, user tracking may be deployed to
incrementally change the weight of the arcs of the graph, reflecting the actual
preference of the user when deviating from an existing guided tour.
In the remainder of this paper we will give the outline of a recommender model supporting
the incremental adaptation of preferences by user feedback.
SERIAL RECOMMENDER MODEL
Admittedly not the best way to do research, although common practice,
we found a good starting point for modelling recommender systems,
by googling on serial recommender, in a paper from
Microsoft Research on privacy in distributed recommender systems, [Oard et al. (2006)].
The model introduced in [Oard et al. (2006)], distinguishes between:
recommender model

and allows for characterizing observations (from which implicit ratings can be derived)
and recommendations, as follows:
- observations --
- recommendations --

In a centralized approach the mapping provides
recommendations from observations, either directly by applying the
mapping, or indirectly by the mapping
, which uses an intermediate matrix (or product space)
indicating the (preference) relation between users or user-groups.
Taken as a matrix, we may fill the entries with distance or weight values.
Otherwise, when we use product spaces, we need to provide an additional mapping
to the range of , where distance can be taken as the dual of weight,
that is .
In a
decentralized approach, [Oard et al. (2006)] argue that it is better to
use the actual features of the items, and proceed from a mapping
.
Updating preferences is then a matter of applying a mapping,
by analyzing which features are considered important.
For example, observing that a user spends a particular amount of time and gives a rating r,
we may apply this rating to all features of the item, which will indirectly influence
the rating of items with similar features.
B = [ time = 20sec, rating = r ]
F = [ artist = rembrandt, topic = portrait ]
R = [ artist(rembrandt) = r, topic(portrait) = r ]

[Oard et al. (2006)] observe that
B and R need not to be standardized, however F must be a common or shared
feature space to allow for the generalization of the rating of
particular items to similar items.
With reference to the CHIP project, mentioned in the previous section,
we may model a collection of artworks by (partially) enumerating their properties,
as indicated below:
A = [ , ... ]
where = [ , , ]
with as an example
= [ artist=rembrandt, topic=group ]
= [ artist=picasso, topic=group ]

Then we can see how preferences may be shared among users, by taking into account
the (preference) value adhered to artworks or individual properties, as illustrated in fig. 7.
...
|
Fig 7. Users, artworks and properties |

As a note, to avoid misunderstanding, Picasso's Guernica is not part of the collection of the Rijksmuseum,
and does as such not figure in the CHIP studies. The example is taken, however, to clarify
some properties of metrics on art collections, to be discussed in the next section.
CONTENT METRICS
To measure similarity, in information retrieval commonly a distance measure is used.
In mathematical terms a distance function is distance measure if:
distance metric

From an abstract perspective, measuring the distance between artworks, grouped
according to some preference criterium, may give insight
in along which dimesnion the grouping is done, or in other words
what attributes have preference over others.
When we consider the artworks
= [ artist = rembrandt, topic = self-portrait ]
= [ artist = rembrandt, name = nightwatch ]
= [ artist = picasso, topic = self-portrait ]
= [ artist = picasso, name = guernica ]
we may, in an abstract fashion, deduce that
if then ,
however
if the reverse is true, that is
then .
Somehow, it seems unlikely that and will be grouped together,
since even though their topic may considered to be related, the aesthetic impact
of these works is quite different, where as a genre practiced over the
centuries indeed seem to form a 'logical' category.
Note that we may also express this as if we choose
to apply weights to existing ratings, and then use the
observation that if
then
to generate a guided tour
in which precedes .
For serial recommenders, that provide the user with a sequence of items
, and for possibly alternatives ,
we may adapt the (implied) preference of the user, when the user
chooses to select alternative instead of accepting as provided
by the recommender, to adjust the weight of the items involved, or features thereof,
by taking into account an additional constraint on the distance measure.
Differently put, when we denote by
the presentation of item with as possible alternatives ,
we know that for some k, if the user
chooses for
In other words, from observation we can deduce :
= [ time = 20sec, forward = ]
= [ artist = rembrandt, topic = portrait ]
= [ ]
leaving, at this moment, the feature vector unaffected.
Together, the collection of recommendations, or more properly revisions over
a sequence S, can be solved as a system of linear equations to adapt or revise
the (original) ratings.
Hence, we might be tempted to speak of the R4 framework,
rate, recommend, regret, revise.
However, we prefer to take into account the cyclic/incremental nature of
recommending, which allows us to identify revision with rating.
MEASURES FOR FEEDBACK DISCREPANCY
So far, we have not indicated how to process user feedback, given during
the presentation of a guided tour, which in the simple case merely consists
of selecting a possible alternative.
Before looking in more detail at how to process user feedback, let us consider the dimensions involved in
the rating of items, determining the eventual recommendation of these or similar items.
In outline, the dimensions involved in rating are:
- positive vs negative
- individual vs community/collaborative
- feature-based vs item-based

Surprisingly, in [Wang et al. (2007)] we found that negative ratings of artworks had no predictive value
for an explicit rating of (preferences for) the categories and properties of artworks.
Leaving the dimension individual vs community/collaborative aside,
since this falls outside of the scope of this paper, we
face the question of how to revise feature ratings on the basis of preferences
stated for items, which occurs (implicitly) when the user selects an alternative for
an item presented in a guided tour, from a finite collection of
alternatives.
A very straightforward way is to ask explicitly what properties influence
the decision.
More precisely, we may ask the user why a particular alternative
is selected, and let the user indicate what s/he likes about the selected alternative
and dislikes about the item presented by the recommender.
It is our expectation, which must however yet be verified, that
negative preferences do have an impact
on the explicit characterization of the (positive and negative)
preferences for general artwork categories and properties,
since presenting a guided tour, as an organized collection of items,
is in some sense more directly related to user goals (or educational targets)
than the presentation of an unorganized collection of individual items. Cf. [Van Setten (2005)].
So let's look at expressing
alternative selection options at in sequence
.
We may distinguish between the following interpretations, or revisions:
- neutral interpretation -- use
- positive interpretation -- increase
- negative interpretation -- decrease

How to actually deal with the revision of weights for individual features is, again,
beyond the scope of this paper.
We refer however to [Eliens (2000)], where we used feature vectors to find (dis)similarity between
musical fragments, and to [Schmidt et al. (1999)], on which our previous work was based,
where a feature grammar is introduced that characterizes an object or item as a hierarchical
structure, that may be used to access and manipulate the component-attributes of an item.
CONCLUSIONS
In this paper we have shown how to adapt guided tours based on
tracking expert users by modifying the weights
attached to the experts that contributed to the construction of this tour.
The application of these techniques requires that choices are discrete and hence do not
apply to arbitrary navigation in virtual environments, unless we
find proper ways to encode such navigation as a small finite collection of discrete steps.
Also in the discrete case, however, we must be able to normalize navigation
paths, in order to compare and weigh the contribution of the experts involved.
We have generalized our approach to a wider class of serial recommenders,
and indicated how to apply the revision of ratings
in an incremental fashion to adapt an existing
tour to personal preferences, reflecting the actual
navigation behavior of users.
As future work, we wish to investigate how we can use both positive and negative
user feedback to revise and refine ratings for the actual features involved.
Additionally, we would like to study features not directly related to
artworks, but for example to group norms or personal likes and dislikes.
ACKNOWLEDGEMENT(S)
We thank the reviewer who valued our original submission, which was meant to be a short paper,
so positively that we were invited to write an extended paper.
We took the challenge and hopefully not to the disappointment of our anonymous reviewer.
AUTHOR BIOGRAPHY
ANTON ELIENS
is coordinator of the multimedia curriculum at the computer science department of
the Faculty of Sciences of the Vrije Universiteit Amsterdam,
He has written numerous papers and published books on distributed logic programming and object oriented software engineering.
YIWEN WANG
is Ph.D. researcher in the CHIP project from the Technische Universiteit Eindhoven.
She does her research at the Rijksmuseum Amsterdam, together with the other members of
the CHIP team.
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(C) A. Eliëns
21/5/2007
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