Enhancing explainability and scrutability of recommender systems

Our increasing reliance on complex algorithms for recommendations calls for models and methods for explainable, scrutable, and trustworthy AI. While explainability is required for understanding the relationships between model inputs and outputs, a scrutable system allows us to modify its behavior as desired. These properties help bridge the gap between our expectations and the algorithm’s behavior and accordingly boost our trust in AI. Aiming to cope with information overload, recommender systems play a crucial role in filtering content (such as products, news, songs, and movies) and shaping a personalized experience for their users. Consequently, there has been a growing demand from the information consumers to receive proper explanations for their personalized recommendations. These explanations aim at helping users understand why certain items are recommended to them and how their previous inputs to the system relate to the generation of such recommendations. Besides, in the event of receiving undesirable content, explanations could possibly contain valuable information as to how the system’s behavior can be modified accordingly. In this thesis, we present our contributions towards explainability and scrutability of recommender systems: • We introduce a user-centric framework, FAIRY, for discovering and ranking post-hoc explanations for the social feeds generated by black-box platforms. These explanations reveal relationships between users’ profiles and their feed items and are extracted from the local interaction graphs of users. FAIRY employs a learning-to-rank (LTR) method to score candidate explanations based on their relevance and surprisal. • We propose a method, PRINCE, to facilitate provider-side explainability in graph-based recommender systems that use personalized PageRank at their core. PRINCE explanations are comprehensible for users, because they present subsets of the user’s prior actions responsible for the received recommendations. PRINCE operates in a counterfactual setup and builds on a polynomial-time algorithm for finding the smallest counterfactual explanations. • We propose a human-in-the-loop framework, ELIXIR, for enhancing scrutability and subsequently the recommendation models by leveraging user feedback on explanations. ELIXIR enables recommender systems to collect user feedback on pairs of recommendations and explanations. The feedback is incorporated into the model by imposing a soft constraint for learning user-specific item representations. We evaluate all proposed models and methods with real user studies and demonstrate their benefits at achieving explainability and scrutability in recommender systems.Unsere zunehmende Abhängigkeit von komplexen Algorithmen für maschinelle Empfehlungen erfordert Modelle und Methoden für erklärbare, nachvollziehbare und vertrauenswürdige KI. Zum Verstehen der Beziehungen zwischen Modellein- und ausgaben muss KI erklärbar sein. Möchten wir das Verhalten des Systems hingegen nach unseren Vorstellungen ändern, muss dessen Entscheidungsprozess nachvollziehbar sein. Erklärbarkeit und Nachvollziehbarkeit von KI helfen uns dabei, die Lücke zwischen dem von uns erwarteten und dem tatsächlichen Verhalten der Algorithmen zu schließen und unser Vertrauen in KI-Systeme entsprechend zu stärken. Um ein Übermaß an Informationen zu verhindern, spielen Empfehlungsdienste eine entscheidende Rolle um Inhalte (z.B. Produkten, Nachrichten, Musik und Filmen) zu filtern und deren Benutzern eine personalisierte Erfahrung zu bieten. Infolgedessen erheben immer mehr In- formationskonsumenten Anspruch auf angemessene Erklärungen für deren personalisierte Empfehlungen. Diese Erklärungen sollen den Benutzern helfen zu verstehen, warum ihnen bestimmte Dinge empfohlen wurden und wie sich ihre früheren Eingaben in das System auf die Generierung solcher Empfehlungen auswirken. Außerdem können Erklärungen für den Fall, dass unerwünschte Inhalte empfohlen werden, wertvolle Informationen darüber enthalten, wie das Verhalten des Systems entsprechend geändert werden kann. In dieser Dissertation stellen wir unsere Beiträge zu Erklärbarkeit und Nachvollziehbarkeit von Empfehlungsdiensten vor. • Mit FAIRY stellen wir ein benutzerzentriertes Framework vor, mit dem post-hoc Erklärungen für die von Black-Box-Plattformen generierten sozialen Feeds entdeckt und bewertet werden können. Diese Erklärungen zeigen Beziehungen zwischen Benutzerprofilen und deren Feeds auf und werden aus den lokalen Interaktionsgraphen der Benutzer extrahiert. FAIRY verwendet eine LTR-Methode (Learning-to-Rank), um die Erklärungen anhand ihrer Relevanz und ihres Grads unerwarteter Empfehlungen zu bewerten. • Mit der PRINCE-Methode erleichtern wir das anbieterseitige Generieren von Erklärungen für PageRank-basierte Empfehlungsdienste. PRINCE-Erklärungen sind für Benutzer verständlich, da sie Teilmengen früherer Nutzerinteraktionen darstellen, die für die erhaltenen Empfehlungen verantwortlich sind. PRINCE-Erklärungen sind somit kausaler Natur und werden von einem Algorithmus mit polynomieller Laufzeit erzeugt , um präzise Erklärungen zu finden. • Wir präsentieren ein Human-in-the-Loop-Framework, ELIXIR, um die Nachvollziehbarkeit der Empfehlungsmodelle und die Qualität der Empfehlungen zu verbessern. Mit ELIXIR können Empfehlungsdienste Benutzerfeedback zu Empfehlungen und Erklärungen sammeln. Das Feedback wird in das Modell einbezogen, indem benutzerspezifischer Einbettungen von Objekten gelernt werden. Wir evaluieren alle Modelle und Methoden in Benutzerstudien und demonstrieren ihren Nutzen hinsichtlich Erklärbarkeit und Nachvollziehbarkeit von Empfehlungsdiensten

CAFE: Coarse-to-Fine Neural Symbolic Reasoning for Explainable Recommendation

Recent research explores incorporating knowledge graphs (KG) into e-commerce recommender systems, not only to achieve better recommendation performance, but more importantly to generate explanations of why particular decisions are made. This can be achieved by explicit KG reasoning, where a model starts from a user node, sequentially determines the next step, and walks towards an item node of potential interest to the user. However, this is challenging due to the huge search space, unknown destination, and sparse signals over the KG, so informative and effective guidance is needed to achieve a satisfactory recommendation quality. To this end, we propose a CoArse-to-FinE neural symbolic reasoning approach (CAFE). It first generates user profiles as coarse sketches of user behaviors, which subsequently guide a path-finding process to derive reasoning paths for recommendations as fine-grained predictions. User profiles can capture prominent user behaviors from the history, and provide valuable signals about which kinds of path patterns are more likely to lead to potential items of interest for the user. To better exploit the user profiles, an improved path-finding algorithm called Profile-guided Path Reasoning (PPR) is also developed, which leverages an inventory of neural symbolic reasoning modules to effectively and efficiently find a batch of paths over a large-scale KG. We extensively experiment on four real-world benchmarks and observe substantial gains in the recommendation performance compared with state-of-the-art methods.Comment: Accepted in CIKM 202

A Comprehensive Survey on Deep Graph Representation Learning

Graph representation learning aims to effectively encode high-dimensional sparse graph-structured data into low-dimensional dense vectors, which is a fundamental task that has been widely studied in a range of fields, including machine learning and data mining. Classic graph embedding methods follow the basic idea that the embedding vectors of interconnected nodes in the graph can still maintain a relatively close distance, thereby preserving the structural information between the nodes in the graph. However, this is sub-optimal due to: (i) traditional methods have limited model capacity which limits the learning performance; (ii) existing techniques typically rely on unsupervised learning strategies and fail to couple with the latest learning paradigms; (iii) representation learning and downstream tasks are dependent on each other which should be jointly enhanced. With the remarkable success of deep learning, deep graph representation learning has shown great potential and advantages over shallow (traditional) methods, there exist a large number of deep graph representation learning techniques have been proposed in the past decade, especially graph neural networks. In this survey, we conduct a comprehensive survey on current deep graph representation learning algorithms by proposing a new taxonomy of existing state-of-the-art literature. Specifically, we systematically summarize the essential components of graph representation learning and categorize existing approaches by the ways of graph neural network architectures and the most recent advanced learning paradigms. Moreover, this survey also provides the practical and promising applications of deep graph representation learning. Last but not least, we state new perspectives and suggest challenging directions which deserve further investigations in the future

Semantically-enhanced recommendations in cultural heritage

In the Web 2.0 environment, institutes and organizations are starting to open up their previously isolated and heterogeneous collections in order to provide visitors with maximal access. Semantic Web technologies act as instrumental in integrating these rich collections of metadata by defining ontologies which accommodate different representation schemata and inconsistent naming conventions over the various vocabularies. Facing the large amount of metadata with complex semantic structures, it is becoming more and more important to support visitors with a proper selection and presentation of information. In this context, the Dutch Science Foundation (NWO) funded the Cultural Heritage Information Personalization (CHIP) project in early 2005, as part of the Continuous Access to Cultural Heritage (CATCH) program in the Netherlands. It is a collaborative project between the Rijksmuseum Amsterdam, the Eindhoven University of Technology and the Telematica Instituut. The problem statement that guides the research of this thesis is as follows: Can we support visitors with personalized access to semantically-enriched collections? To study this question, we chose cultural heritage (museums) as an application domain, and the semantically rich background knowledge about the museum collection provides a basis to our research. On top of it, we deployed user modeling and recommendation technologies in order to provide personalized services for museum visitors. Our main contributions are: (i) we developed an interactive rating dialog of artworks and art concepts for a quick instantiation of the CHIP user model, which is built as a specialization of FOAF and mapped to an existing event model ontology SEM; (ii) we proposed a hybrid recommendation algorithm, combining both explicit and implicit relations from the semantic structure of the collection. On the presentation level, we developed three tools for end-users: Art Recommender, Tour Wizard and Mobile Tour Guide. Following a user-centered design cycle, we performed a series of evaluations with museum visitors to test the effectiveness of recommendations using the rating dialog, different ways to build an optimal user model and the prediction accuracy of the hybrid algorithm. Chapter 1 introduces the research questions, our approaches and the outline of this thesis. Chapter 2 gives an overview of our work at the first stage. It includes (i) the semantic enrichment of the Rijksmuseum collection, which is mapped to three Getty vocabularies (ULAN, AAT, TGN) and the Iconclass thesaurus; (ii) the minimal user model ontology defined as a specialization of FOAF, which only stores user ratings at that time, (iii) the first implementation of the content-based recommendation algorithm in our first tool, the CHIP Art Recommender. Chapter 3 presents two other tools: Tour Wizard and Mobile Tour Guide. Based on the user's ratings, the Web-based Tour Wizard recommends museum tours consisting of recommended artworks that are currently available for museum exhibitions. The Mobile Tour Guide converts recommended tours to mobile devices (e.g. PDA) that can be used in the physical museum space. To connect users' various interactions with these tools, we made a conversion of the online user model stored in RDF into XML format which the mobile guide can parse, and in this way we keep the online and on-site user models dynamically synchronized. Chapter 4 presents the second generation of the Mobile Tour Guide with a real time routing system on different mobile devices (e.g. iPod). Compared with the first generation, it can adapt museum tours based on the user's ratings artworks and concepts, her/his current location in the physical museum and the coordinates of the artworks and rooms in the museum. In addition, we mapped the CHIP user model to an existing event model ontology SEM. Besides ratings, it can store additional user activities, such as following a tour and viewing artworks. Chapter 5 identifies a number of semantic relations within one vocabulary (e.g. a concept has a broader/narrower concept) and across multiple vocabularies (e.g. an artist is associated to an art style). We applied all these relations as well as the basic artwork features in content-based recommendations and compared all of them in terms of usefulness. This investigation also enables us to look at the combined use of artwork features and semantic relations in sequence and derive user navigation patterns. Chapter 6 defines the task of personalized recommendations and decomposes the task into a number of inference steps for ontology-based recommender systems, from a perspective of knowledge engineering. We proposed a hybrid approach combining both explicit and implicit recommendations. The explicit relations include artworks features and semantic relations with preliminary weights which are derived from the evaluation in Chapter 5. The implicit relations are built between art concepts based on instance-based ontology matching. Chapter 7 gives an example of reusing user interaction data generated by one application into another one for providing cross-application recommendations. In this example, user tagging about cultural events, gathered by iCITY, is used to enrich the user model for generating content-based recommendations in the CHIP Art Recommender. To realize full tagging interoperability, we investigated the problems that arise in mapping user tags to domain ontologies, and proposed additional mechanisms, such as the use of SKOS matching operators to deal with the possible mis-alignment of tags and domain-specific ontologies. We summarized to what extent the problem statement and each of the research questions are answered in Chapter 8. We also discussed a number of limitations in our research and looked ahead at what may follow as future work

A Survey on Knowledge Graphs: Representation, Acquisition and Applications

Human knowledge provides a formal understanding of the world. Knowledge graphs that represent structural relations between entities have become an increasingly popular research direction towards cognition and human-level intelligence. In this survey, we provide a comprehensive review of knowledge graph covering overall research topics about 1) knowledge graph representation learning, 2) knowledge acquisition and completion, 3) temporal knowledge graph, and 4) knowledge-aware applications, and summarize recent breakthroughs and perspective directions to facilitate future research. We propose a full-view categorization and new taxonomies on these topics. Knowledge graph embedding is organized from four aspects of representation space, scoring function, encoding models, and auxiliary information. For knowledge acquisition, especially knowledge graph completion, embedding methods, path inference, and logical rule reasoning, are reviewed. We further explore several emerging topics, including meta relational learning, commonsense reasoning, and temporal knowledge graphs. To facilitate future research on knowledge graphs, we also provide a curated collection of datasets and open-source libraries on different tasks. In the end, we have a thorough outlook on several promising research directions

Data DNA: The Next Generation of Statistical Metadata

Describes the components of a complete statistical metadata system and suggests ways to create and structure metadata for better access and understanding of data sets by diverse users