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2015 | Buch

Recommender Systems Handbook

herausgegeben von: Francesco Ricci, Lior Rokach, Bracha Shapira

Verlag: Springer US

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This second edition of a well-received text, with 20 new chapters, presents a coherent and unified repository of recommender systems’ major concepts, theories, methodologies, trends, and challenges. A variety of real-world applications and detailed case studies are included. In addition to wholesale revision of the existing chapters, this edition includes new topics including: decision making and recommender systems, reciprocal recommender systems, recommender systems in social networks, mobile recommender systems, explanations for recommender systems, music recommender systems, cross-domain recommendations, privacy in recommender systems, and semantic-based recommender systems. This multi-disciplinary handbook involves world-wide experts from diverse fields such as artificial intelligence, human-computer interaction, information retrieval, data mining, mathematics, statistics, adaptive user interfaces, decision support systems, psychology, marketing, and consumer behavior. Theoreticians and practitioners from these fields will find this reference to be an invaluable source of ideas, methods and techniques for developing more efficient, cost-effective and accurate recommender systems.

Inhaltsverzeichnis

Frontmatter
Chapter 1. Recommender Systems: Introduction and Challenges
Abstract
Recommender Systems (RSs) are software tools and techniques that provide suggestions for items that are most likely of interest to a particular user. In this introductory chapter, we briefly discuss basic RS ideas and concepts. Our main goal is to delineate, in a coherent and structured way, the chapters included in this handbook. Additionally, we aim to help the reader navigate the rich and detailed content that this handbook offers.
Francesco Ricci, Lior Rokach, Bracha Shapira

Recommendation Techniques

Frontmatter
Chapter 2. A Comprehensive Survey of Neighborhood-Based Recommendation Methods
Abstract
Among collaborative recommendation approaches, methods based on nearest-neighbors still enjoy a huge amount of popularity, due to their simplicity, their efficiency, and their ability to produce accurate and personalized recommendations. This chapter presents a comprehensive survey of neighborhood-based methods for the item recommendation problem. In particular, the main benefits of such methods, as well as their principal characteristics, are described. Furthermore, this document addresses the essential decisions that are required while implementing a neighborhood-based recommender system, and gives practical information on how to make such decisions. Finally, the problems of sparsity and limited coverage, often observed in large commercial recommender systems, are discussed, and some solutions to overcome these problems are presented.
Xia Ning, Christian Desrosiers, George Karypis
Chapter 3. Advances in Collaborative Filtering
Abstract
The collaborative filtering (CF) approach to recommenders has recently enjoyed much interest and progress. The fact that it played a central role within the recently completed Netflix competition has contributed to its popularity. This chapter surveys the recent progress in the field. Matrix factorization techniques, which became a first choice for implementing CF, are described together with recent innovations. We also describe several extensions that bring competitive accuracy into neighborhood methods, which used to dominate the field. The chapter demonstrates how to utilize temporal models and implicit feedback to extend models accuracy. In passing, we include detailed descriptions of some the central methods developed for tackling the challenge of the Netflix Prize competition.
Yehuda Koren, Robert Bell
Chapter 4. Semantics-Aware Content-Based Recommender Systems
Abstract
Content-based recommender systems (CBRSs) rely on item and user descriptions (content) to build item representations and user profiles that can be effectively exploited to suggest items similar to those a target user already liked in the past. Most content-based recommender systems use textual features to represent items and user profiles, hence they suffer from the classical problems of natural language ambiguity. This chapter presents a comprehensive survey of semantic representations of items and user profiles that attempt to overcome the main problems of the simpler approaches based on keywords. We propose a classification of semantic approaches into top-down and bottom-up. The former rely on the integration of external knowledge sources, such as ontologies, encyclopedic knowledge and data from the Linked Data cloud, while the latter rely on a lightweight semantic representation based on the hypothesis that the meaning of words depends on their use in large corpora of textual documents. The chapter shows how to make recommender systems aware of semantics to realize a new generation of content-based recommenders.
Marco de Gemmis, Pasquale Lops, Cataldo Musto, Fedelucio Narducci, Giovanni Semeraro
Chapter 5. Constraint-Based Recommender Systems
Abstract
Recommender systems provide valuable support for users who are searching for products in e-commerce environments. Research in the field long focused on rating-based algorithms supporting the recommendation of quality and taste products such as news, books, or movies. The recommendation of more complex products such as financial services or electronic consumer goods however requires additional types of knowledge to be encoded in a recommender system. Constraint-based approaches are particularly well suited and can make the product selection process more effective in such domains. In this chapter, we review constraint-based recommendation approaches and provide an overview of technologies for the development of knowledge bases for constraint-based recommenders since appropriate tool support can be crucial in practical settings. We furthermore discuss possible forms of user interaction that are supported by constraint-based recommender applications, report scenarios in which constraint-based recommenders have been successfully applied, and review different technical solution approaches. An outline of possible directions for future research concludes this chapter.
Alexander Felfernig, Gerhard Friedrich, Dietmar Jannach, Markus Zanker
Chapter 6. Context-Aware Recommender Systems
Abstract
The importance of contextual information has been recognized by researchers and practitioners in many disciplines, including e-commerce personalization, information retrieval, ubiquitous and mobile computing, data mining, marketing, and management. While a substantial amount of research has already been performed in the area of recommender systems, many existing approaches focus on recommending the most relevant items to users without taking into account any additional contextual information, such as time, location, or the company of other people (e.g., for watching movies or dining out). There is growing understanding that relevant contextual information does matter in recommender systems and that it is important to take this information into account when providing recommendations. We discuss the general notion of context and how it can be modeled in recommender systems. We also discuss three popular algorithmic paradigms—contextual pre-filtering, post-filtering, and modeling—for incorporating contextual information into the recommendation process, and survey recent work on context-aware recommender systems. We also discuss important directions for future research.
Gediminas Adomavicius, Alexander Tuzhilin
Chapter 7. Data Mining Methods for Recommender Systems
Abstract
In this chapter, we give an overview of the main Data Mining techniques used in the context of Recommender Systems. We first describe common preprocessing methods such as sampling or dimensionality reduction. Next, we review the most important classification techniques, including Bayesian Networks and Support Vector Machines. We describe the k-means clustering algorithm and discuss several alternatives. We also present association rules and related algorithms for an efficient training process. In addition to introducing these techniques, we survey their uses in Recommender Systems and present cases where they have been successfully applied.
Xavier Amatriain, Josep M. Pujol

Recommender Systems Evaluation

Frontmatter
Chapter 8. Evaluating Recommender Systems
Abstract
Recommender systems are now popular both commercially and in the research community, where many approaches have been suggested for providing recommendations. In many cases a system designer that wishes to employ a recommendater system must choose between a set of candidate approaches. A first step towards selecting an appropriate algorithm is to decide which properties of the application to focus upon when making this choice. Indeed, recommender systems have a variety of properties that may affect user experience, such as accuracy, robustness, scalability, and so forth. In this paper we discuss how to compare recommenders based on a set of properties that are relevant for the application. We focus on comparative studies, where a few algorithms are compared using some evaluation metric, rather than absolute benchmarking of algorithms. We describe experimental settings appropriate for making choices between algorithms. We review three types of experiments, starting with an offline setting, where recommendation approaches are compared without user interaction, then reviewing user studies, where a small group of subjects experiment with the system and report on the experience, and finally describe large scale online experiments, where real user populations interact with the system. In each of these cases we describe types of questions that can be answered, and suggest protocols for experimentation. We also discuss how to draw trustworthy conclusions from the conducted experiments. We then review a large set of properties, and explain how to evaluate systems given relevant properties. We also survey a large set of evaluation metrics in the context of the property that they evaluate.
Asela Gunawardana, Guy Shani
Chapter 9. Evaluating Recommender Systems with User Experiments
Abstract
Proper evaluation of the user experience of recommender systems requires conducting user experiments. This chapter is a guideline for students and researchers aspiring to conduct user experiments with their recommender systems. It first covers the theory of user-centric evaluation of recommender systems, and gives an overview of recommender system aspects to evaluate. It then provides a detailed practical description of how to conduct user experiments, covering the following topics: formulating hypotheses, sampling participants, creating experimental manipulations, measuring subjective constructs with questionnaires, and statistically evaluating the results.
Bart P. Knijnenburg, Martijn C. Willemsen
Chapter 10. Explaining Recommendations: Design and Evaluation
Abstract
This chapter gives an overview of the area of explanations in recommender systems. We approach the literature from the angle of evaluation: that is, we are interested in what makes an explanation “good”. The chapter starts by describing how explanations can be affected by how recommendations are presented, and the role the interaction with the recommender system plays w.r.t. explanations. Next, we introduce a number of explanation styles, and how they are related to the underlying algorithms. We identify seven benefits that explanations may contribute to a recommender system, and relate them to criteria used in evaluations of explanations in existing recommender systems. We conclude the chapter with outstanding research questions and future work, including current recommender systems topics such as social recommendations and serendipity. Examples of explanations in existing systems are mentioned throughout.
Nava Tintarev, Judith Masthoff

Recommendation Techniques

Frontmatter
Chapter 11. Recommender Systems in Industry: A Netflix Case Study
Abstract
The Netflix Prize put a spotlight on the importance and use of recommender systems in real-world applications. Many the competition provided many lessons about how to approach recommendation and many more have been learned since the Grand Prize was awarded in 2009. The evolution of industrial applications of recommender systems has been driven by the availability of different kinds of user data and the level of interest for the area within the research community. The goal of this chapter is to give an up-to-date overview of recommender systems techniques used in an industrial setting. We will give a high-level description the practical use of recommendation and personalization techniques. We will highlight some of the main lessons learned from the Netflix Prize. We will then use Netflix personalization as a case study to describe several approaches and techniques used in a real-world recommendation system. Finally, we will pinpoint what we see as some promising current research avenues and unsolved problems that deserve attention in this domain from an industry perspective.
Xavier Amatriain, Justin Basilico
Chapter 12. Panorama of Recommender Systems to Support Learning
Abstract
This chapter presents an analysis of recommender systems in Technology-Enhanced Learning along their 15 years existence (2000–2014). All recommender systems considered for the review aim to support educational stakeholders by personalising the learning process. In this meta-review 82 recommender systems from 35 different countries have been investigated and categorised according to a given classification framework. The reviewed systems have been classified into seven clusters according to their characteristics and analysed for their contribution to the evolution of the RecSysTEL research field. Current challenges have been identified to lead the work of the forthcoming years.
Hendrik Drachsler, Katrien Verbert, Olga C. Santos, Nikos Manouselis
Chapter 13. Music Recommender Systems
Abstract
This chapter gives an introduction to music recommender systems research. We highlight the distinctive characteristics of music, as compared to other kinds of media. We then provide a literature survey of content-based music recommendation, contextual music recommendation, hybrid methods, and sequential music recommendation, followed by overview of evaluation strategies and commonly used data sets. We conclude by pointing to the most important challenges faced by music recommendation research.
Markus Schedl, Peter Knees, Brian McFee, Dmitry Bogdanov, Marius Kaminskas
Chapter 14. The Anatomy of Mobile Location-Based Recommender Systems
Abstract
The widespread adoption of smartphones is now putting both the Internet and sensor-rich hardware into the pockets of millions. While recommender systems have become the norm on many web sites, many mobile systems have historically been built as location-based services. However, these devices are becoming the ideal interface for recommender systems that help users discover, explore, and learn about their physical surroundings. In this chapter, we review the main components of a mobile location-based recommender system: the data that can be used to learn about users and items, the algorithms that have been applied to recommending venues, and the techniques that researchers have used to evaluate the quality of these recommendations, using research that is sourced from a variety of fields. This chapter closes by highlighting a number of opportunities and open challenges related to building future mobile recommender systems.
Neal Lathia
Chapter 15. Social Recommender Systems
Abstract
Recommender systems play an increasingly important role in the success of social media websites. Higher portions of social websites’ traffic are triggered by recommendations and those sites rely on the quality of the recommendations to attract new users and retain existing ones. In this chapter, we introduce the notion of social recommender systems as recommender systems that target the social media domain. After a short introduction, we discuss in detail two of the most prominent types of social recommender systems—recommendation of social media content and recommendation of people. We describe the main approaches and state-of-the-art techniques for each of the recommendation types. We also review related work from the recent years that studied such recommender systems, in order to demonstrate the different use cases and methods applied to take advantage of the unique data. We conclude by summarizing the key aspects, emerging domains, and open challenges for social recommender systems.
Ido Guy
Chapter 16. People-to-People Reciprocal Recommenders
Abstract
People-to-people reciprocal recommenders are an emerging class of recommender systems. They differ from traditional items-to-people recommenders as they must satisfy the preferences and needs of the two parties involved in the recommendation. In contrast, traditional items-to-people recommenders are one-sided and must satisfy only the preference of the person for whom the recommendation is generated. We review the characteristics and present an overview of existing reciprocal recommenders. To illustrate the various aspects of these recommenders and how reciprocity can be taken into account in building and evaluating such recommenders, we present a case study in online dating. We describe our reciprocal recommender algorithm that combines content-based and collaborative filtering and uses data from both user profiles and user interactions. We also study the differences between the implicit and explicit user preferences and show that implicit preferences, learned from user interactions, are better predictors of successful interactions. We conclude by outlining some future research directions.
Irena Koprinska, Kalina Yacef
Chapter 17. Collaboration, Reputation and Recommender Systems in Social Web Search
Abstract
Modern web search engines have come to dominate how millions of people find the information that they are looking for online. While the sheer scale and success of the leading search engines is a testimony to the scientific and engineering progress that has been made over the last two decades, mainstream search is not without its challenges. Mainstream search engines continue to provide a largely one-size-fits-all service to their user-base, ultimately limiting the relevance of their result-lists. And they have only very recently begun to consider how the rise of the social web may support novel approaches to search and discovery, or how such signals can be used to inform relevance. In this chapter we will explore recent research which aims to do just that: to make web search a more personal and collaborative experience and to leverage important information such as the reputation of searchers during result-ranking. In short we look towards a more social future for mainstream search.
Barry Smyth, Maurice Coyle, Peter Briggs, Kevin McNally, Michael P. O’Mahony

Human Computer Interaction

Frontmatter
Chapter 18. Human Decision Making and Recommender Systems
Abstract
If we assume that an important function of recommender systems is to help people make better choices, it follows that people who design and study recommender systems ought to have a good understanding of how people make choices and how human choice can be supported. This chapter starts with a compact synthesis of research on the various ways in which people make choices in everyday life, in terms of six choice patterns; we explain for each pattern how recommender systems can support its application, both in familiar ways and in ways that have not been explored so far. Similarly, we distinguish six high-level strategies for supporting choice, noting that one strategy is directly supported by recommendation technology but that the others can also be applied fruitfully in recommender systems. We then illustrate how this conceptual framework can be used to shed new light on several fundamental questions that arise in recommender systems research: In what ways can explanations of recommendations support choice processes? What are we referring to when we speak of a person’s “preferences”? What goes on in people’s heads when they rate an item? What is “choice overload”, and how can recommender systems help prevent it? How can recommender systems help choosers to engage in trial and error? What subtle influences on choice can arise when people choose among a small number of options; and how can a recommender system take them into account? One general contribution of the chapter is to generate new ideas about how recommendation technology can be deployed in support of human choice, often in conjunction with other strategies and technologies.
Anthony Jameson, Martijn C. Willemsen, Alexander Felfernig, Marco de Gemmis, Pasquale Lops, Giovanni Semeraro, Li Chen
Chapter 19. Privacy Aspects of Recommender Systems
Abstract
The popularity of online recommender systems has soared; they are deployed in numerous websites and gather tremendous amounts of user data that are necessary for recommendation purposes. This data, however, may pose a severe threat to user privacy, if accessed by untrusted parties or used inappropriately. Hence, it is of paramount importance for recommender system designers and service providers to find a sweet spot, which allows them to generate accurate recommendations and guarantee the privacy of their users. In this chapter we overview the state of the art in privacy enhanced recommendations. We analyze the risks to user privacy imposed by recommender systems, survey the existing solutions, and discuss the privacy implications for the users of recommenders. We conclude that a considerable effort is still required to develop practical recommendation solutions that provide adequate privacy guarantees, while at the same time facilitating the delivery of high-quality recommendations to their users.
Arik Friedman, Bart P. Knijnenburg, Kris Vanhecke, Luc Martens, Shlomo Berkovsky
Chapter 20. Source Factors in Recommender System Credibility Evaluation
Abstract
Although recommender system research in the last decade has provided significant insight into how users interact with and evaluate systems, the social role of recommender systems as advice givers has been largely neglected. By conceptualizing the advice seeking and giving relationship as a fundamentally social process, important avenues for understanding the persuasiveness of recommender systems open up. Specifically, research regarding the influence of source characteristics, which is abundant in the context of human-human communication, can provide an important framework for identifying potential influence factors. This chapter reviews the existing literature on source factors in the context of human-human, human-technology, and human-recommender system interactions. It also discusses system credibility evaluation in light of the increasing popularity of social technology. It concludes that many social cues that have been identified as influential in other contexts have yet to be implemented and tested with respect to recommender systems. Implications for recommender system research and design are discussed.
Kyung-Hyan Yoo, Ulrike Gretzel, Markus Zanker
Chapter 21. Personality and Recommender Systems
Abstract
Personality, as defined in psychology, accounts for the individual differences in users’ preferences and behaviour. It has been found that there are significant correlations between personality and users’ characteristics that are traditionally used by recommender systems (e.g. music preferences, social media behaviour, learning styles etc.). Among the many models of personality, the Five Factor Model (FFM) appears suitable for usage in recommender systems as it can be quantitatively measured (i.e. numerical values for each of the factors, namely, openness, conscientiousness, extraversion, agreeableness and neuroticism). The acquisition of the personality factors for an observed user can be done explicitly through questionnaires or implicitly using machine learning techniques with features extracted from social media streams or mobile phone call logs. There are, although limited, a number of available datasets to use in offline recommender systems experiment. Studies have shown that personality was successful at tackling the cold-start problem, making group recommendations, addressing cross-domain preferences and at generating diverse recommendations. However, a number of challenges still remain.
Marko Tkalcic, Li Chen

Advanced Topics

Frontmatter
Chapter 22. Group Recommender Systems: Aggregation, Satisfaction and Group Attributes
Abstract
This chapter shows how a system can recommend to a group of users by aggregating information from individual user models and modeling the user’s affective state. It summarizes results from previous research in these areas. It explores how group attributes can be incorporated in aggregation strategies. Additionally, it shows how group recommendation techniques can be applied when recommending to individuals, in particular for solving the cold-start problem and dealing with multiple criteria.
Judith Masthoff
Chapter 23. Aggregation Functions for Recommender Systems
Abstract
This chapter gives an overview of aggregation functions and their use in recommender systems. The classical weighted average lies at the heart of various recommendation mechanisms, often being employed to combine item feature scores or predict ratings from similar users. Some improvements to accuracy and robustness can be achieved by aggregating different measures of similarity or using an average of recommendations obtained through different techniques. Advances made in the theory of aggregation functions therefore have the potential to deliver increased performance to many recommender systems. We provide definitions of some important families and properties, sophisticated methods of construction, and various examples of aggregation functions in the domain of recommender systems.
Gleb Beliakov, Tomasa Calvo, Simon James
Chapter 24. Active Learning in Recommender Systems
Abstract
In Recommender Systems (RS), a user’s preferences are expressed in terms of rated items, where incorporating each rating may improve the RS’s predictive accuracy. In addition to a user rating items at-will (a passive process), RSs may also actively elicit the user to rate items, a process known as Active Learning (AL). However, the number of interactions between the RS and the user is still limited. One aim of AL is therefore the selection of items whose ratings are likely to provide the most information about the user’s preferences. In this chapter, we provide an overview of AL within RSs, discuss general objectives and considerations, and then summarize a variety of methods commonly employed. AL methods are categorized based on our interpretation of their primary motivation/goal, and then sub-classified into two commonly classified types, instance-based and model-based, for easier comprehension. We conclude the chapter by outlining ways in which AL methods could be evaluated, and provide a brief summary of methods performance.
Neil Rubens, Mehdi Elahi, Masashi Sugiyama, Dain Kaplan
Chapter 25. Multi-Criteria Recommender Systems
Abstract
This chapter aims to provide an overview of the class of multi-criteria recommender systems, i.e., the category of recommender systems that use multi-criteria preference ratings. Traditionally, the vast majority of recommender systems literature has focused on providing recommendations by modelling a user’s utility (or preference) for an item as a single preference rating. However, where possible, capturing richer user preferences along several dimensions—for example, capturing not only the user’s overall preference for a given movie but also her preferences for specific movie aspects (such as acting, story, or visual effects)—can provide opportunities for further improvements in recommendation quality. As a result, a number of recommendation techniques that attempt to take advantage of such multi-criteria preference information have been developed in recent years. A review of current algorithms that use multi-criteria ratings for calculating predictions and generating recommendations is provided. The chapter concludes with a discussion on open issues and future challenges for the class of multi-criteria rating recommenders.
Gediminas Adomavicius, YoungOk Kwon
Chapter 26. Novelty and Diversity in Recommender Systems
Abstract
Novelty and diversity have been identified, along with accuracy, as foremost properties of useful recommendations. Considerable progress has been made in the field in terms of the definition of methods to enhance such properties, as well as methodologies and metrics to assess how well such methods work. In this chapter we give an overview of the main contributions to this area in the field of recommender systems, and seek to relate them together in a unified view, analyzing the common elements underneath the different forms under which novelty and diversity have been addressed, and identifying connections to closely related work on diversity in other fields.
Pablo Castells, Neil J. Hurley, Saul Vargas
Chapter 27. Cross-Domain Recommender Systems
Abstract
The proliferation of e-commerce sites and online social media has allowed users to provide preference feedback and maintain profiles in multiple systems, reflecting a variety of their tastes and interests. Leveraging all the user preferences available in several systems or domains may be beneficial for generating more encompassing user models and better recommendations, e.g., through mitigating the cold-start and sparsity problems in a target domain, or enabling personalized cross-selling recommendations for items from multiple domains. Cross-domain recommender systems, thus, aim to generate or enhance recommendations in a target domain by exploiting knowledge from source domains. In this chapter, we formalize the cross-domain recommendation problem, unify the perspectives from which it has been addressed, analytically categorize, describe and compare prior work, and identify open issues for future research.
Iván Cantador, Ignacio Fernández-Tobías, Shlomo Berkovsky, Paolo Cremonesi
Chapter 28. Robust Collaborative Recommendation
Abstract
Collaborative recommender systems are vulnerable to malicious users who seek to bias their output, causing them to recommend (or not recommend) particular items. This problem has been an active research topic since 2002. Researchers have found that the most widely-studied memory-based algorithms have significant vulnerabilities to attacks that can be fairly easily mounted. This chapter discusses these findings and the responses that have been investigated, especially detection of attack profiles and the implementation of robust recommendation algorithms.
Robin Burke, Michael P. O’Mahony, Neil J. Hurley
Backmatter
Metadaten
Titel
Recommender Systems Handbook
herausgegeben von
Francesco Ricci
Lior Rokach
Bracha Shapira
Copyright-Jahr
2015
Verlag
Springer US
Electronic ISBN
978-1-4899-7637-6
Print ISBN
978-1-4899-7636-9
DOI
https://doi.org/10.1007/978-1-4899-7637-6

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