User behavior modeling: Towards solving the duality of interpretability and precision

User behavior modeling has become an indispensable tool with the proliferation of socio-technical systems to provide a highly personalized experience to the users. These socio-technical systems are used in sectors as diverse as education, health, law to e-commerce, and social media. The two main challenges for user behavioral modeling are building an in-depth understanding of online user behavior and using advanced computational techniques to capture behavioral uncertainties accurately. This thesis addresses both these challenges by developing interpretable models that aid in understanding user behavior at scale and by developing sophisticated models that perform accurate modeling of user behavior. Specifically, we first propose two distinct interpretable approaches to understand explicit and latent user behavioral characteristics. Firstly, in Chapter 3, we propose an interpretable Gaussian Hidden Markov Model-based cluster model leveraging user activity data to identify users with similar patterns of behavioral evolution. We apply our approach to identify researchers with similar patterns of research interests evolution. We further show the utility of our interpretable framework to identify differences in gender distribution and the value of awarded grants among the identified archetypes. We also demonstrate generality of our approach by applying on StackExchange to identify users with a similar change in usage patterns. Next in Chapter 4, we estimate user latent behavioral characteristics by leveraging user-generated content (questions or answers) in Community Question Answering (CQA) platforms. In particular, we estimate the latent aspect-based reliability representations of users in the forum to infer the trustworthiness of their answers. We also simultaneously learn the semantic meaning of their answers through text representations. We empirically show that the estimated behavioral representations can accurately identify topical experts. We further propose to improve current behavioral models by modeling explicit and implicit user-to-user influence on user behavior. To this end, in Chapter 5, we propose a novel attention-based approach to incorporate influence from both user's social connections and other similar users on their preferences in recommender systems. Additionally, we also incorporate implicit influence in the item space by considering frequently co-occurring and similar feature items. Our modular approach captures the different influences efficiently and later fuses them in an interpretable manner. Extensive experiments show that incorporating user-to-user influence outperforms approaches relying on solely user data. User behavior remains broadly consistent across the platform. Thus, incorporating user behavioral information can be beneficial to estimate the characteristics of user-generated content. To verify it, in Chapter 6, we focus on the task of best answer selection in CQA forums that traditionally only considers textual features. We induce multiple connections between user-generated content, i.e., answers, based on the similarity and contrast in the behavior of authoring users in the platform. These induced connections enable information sharing between connected answers and, consequently, aid in estimating the quality of the answer. We also develop convolution operators to encode these semantically different graphs and later merge them using boosting. We also proposed an alternative approach to incorporate user behavioral information by jointly estimating the latent behavioral representations of user with text representations in Chapter 7. We evaluate our approach on the offensive language prediction task on Twitter. Specially, we learn an improved text representation by leveraging syntactic dependencies between the words in the tweet. We also estimate the abusive behavior of users, i.e., their likelihood of posting offensive content online from their tweets. We further show that combining the textual and user behavioral features can outperform the sophisticated textual baselines

Knowledge aggregation in people recommender systems : matching skills to tasks

People recommender systems (PRS) are a special type of RS. They are often adopted to identify people capable of performing a task. Recommending people poses several challenges not exhibited in traditional RS. Elements such as availability, overload, unresponsiveness, and bad recommendations can have adverse effects. This thesis explores how people’s preferences can be elicited for single-event matchmaking under uncertainty and how to align them with appropriate tasks. Different methodologies are introduced to profile people, each based on the nature of the information from which it was obtained. These methodologies are developed into three use cases to illustrate the challenges of PRS and the steps taken to address them. Each one emphasizes the priorities of the matching process and the constraints under which these recommendations are made. First, multi-criteria profiles are derived completely from heterogeneous sources in an implicit manner characterizing users from multiple perspectives and multi-dimensional points-of-view without influence from the user. The profiles are introduced to the conference reviewer assignment problem. Attention is given to distribute people across items in order reduce potential overloading of a person, and neglect or rejection of a task. Second, people’s areas of interest are inferred from their resumes and expressed in terms of their uncertainty avoiding explicit elicitation from an individual or outsider. The profile is applied to a personnel selection problem where emphasis is placed on the preferences of the candidate leading to an asymmetric matching process. Third, profiles are created by integrating implicit information and explicitly stated attributes. A model is developed to classify citizens according to their lifestyles which maintains the original information in the data set throughout the cluster formation. These use cases serve as pilot tests for generalization to real-life implementations. Areas for future application are discussed from new perspectives.Els sistemes de recomanació de persones (PRS) són un tipus especial de sistemes recomanadors (RS). Sovint s’utilitzen per identificar persones per a realitzar una tasca. La recomanació de persones comporta diversos reptes no exposats en la RS tradicional. Elements com la disponibilitat, la sobrecàrrega, la falta de resposta i les recomanacions incorrectes poden tenir efectes adversos. En aquesta tesi s'explora com es poden obtenir les preferències dels usuaris per a la definició d'assignacions sota incertesa i com aquestes assignacions es poden alinear amb tasques definides. S'introdueixen diferents metodologies per definir el perfil d’usuaris, cadascun en funció de la naturalesa de la informació necessària. Aquestes metodologies es desenvolupen i s’apliquen en tres casos d’ús per il·lustrar els reptes dels PRS i els passos realitzats per abordar-los. Cadascun destaca les prioritats del procés, l’encaix de les recomanacions i les seves limitacions. En el primer cas, els perfils es deriven de variables heterogènies de manera implícita per tal de caracteritzar als usuaris des de múltiples perspectives i punts de vista multidimensionals sense la influència explícita de l’usuari. Això s’aplica al problema d'assignació d’avaluadors per a articles de conferències. Es presta especial atenció al fet de distribuir els avaluadors entre articles per tal de reduir la sobrecàrrega potencial d'una persona i el neguit o el rebuig a la tasca. En el segon cas, les àrees d’interès per a caracteritzar les persones es dedueixen dels seus currículums i s’expressen en termes d’incertesa evitant que els interessos es demanin explícitament a les persones. El sistema s'aplica a un problema de selecció de personal on es posa èmfasi en les preferències del candidat que condueixen a un procés d’encaix asimètric. En el tercer cas, els perfils dels usuaris es defineixen integrant informació implícita i atributs indicats explícitament. Es desenvolupa un model per classificar els ciutadans segons els seus estils de vida que manté la informació original del conjunt de dades del clúster al que ell pertany. Finalment, s’analitzen aquests casos com a proves pilot per generalitzar implementacions en futurs casos reals. Es discuteixen les àrees d'aplicació futures i noves perspectives.Postprint (published version

Data Mining Feature Subset Weighting and Selection Using Genetic Algorithms

We present a simple genetic algorithm (sGA), which is developed under Genetic Rule and Classifier Construction Environment (GRaCCE) to solve feature subset selection and weighting problem to have better classification accuracy on k-nearest neighborhood (KNN) algorithm. Our hypotheses are that weighting the features will affect the performance of the KNN algorithm and will cause better classification accuracy rate than that of binary classification. The weighted-sGA algorithm uses real-value chromosomes to find the weights for features and binary-sGA uses integer-value chromosomes to select the subset of features from original feature set. A Repair algorithm is developed for weighted-sGA algorithm to guarantee the feasibility of chromosomes. By feasibility we mean that the sum of values of each gene in a chromosome must be equal to 1. To calculate the fitness values for each chromosome in the population, we use K Nearest Neighbor Algorithm (KNN) as our fitness function. The Euclidean distance from one individual to other individuals is calculated on the d-dimensional feature space to classify an unknown instance. GRaCCE searches for good feature subsets and their associated weights. These feature weights are then multiplied with normalized feature values and these new values are used to calculate the distance between features

Closing Information Gaps with Need-driven Knowledge Sharing

Informationslücken schließen durch bedarfsgetriebenen Wissensaustausch Systeme zum asynchronen Wissensaustausch – wie Intranets, Wikis oder Dateiserver – leiden häufig unter mangelnden Nutzerbeiträgen. Ein Hauptgrund dafür ist, dass Informationsanbieter von Informationsuchenden entkoppelt, und deshalb nur wenig über deren Informationsbedarf gewahr sind. Zentrale Fragen des Wissensmanagements sind daher, welches Wissen besonders wertvoll ist und mit welchen Mitteln Wissensträger dazu motiviert werden können, es zu teilen. Diese Arbeit entwirft dazu den Ansatz des bedarfsgetriebenen Wissensaustauschs (NKS), der aus drei Elementen besteht. Zunächst werden dabei Indikatoren für den Informationsbedarf erhoben – insbesondere Suchanfragen – über deren Aggregation eine fortlaufende Prognose des organisationalen Informationsbedarfs (OIN) abgeleitet wird. Durch den Abgleich mit vorhandenen Informationen in persönlichen und geteilten Informationsräumen werden daraus organisationale Informationslücken (OIG) ermittelt, die auf fehlende Informationen hindeuten. Diese Lücken werden mit Hilfe so genannter Mediationsdienste und Mediationsräume transparent gemacht. Diese helfen Aufmerksamkeit für organisationale Informationsbedürfnisse zu schaffen und den Wissensaustausch zu steuern. Die konkrete Umsetzung von NKS wird durch drei unterschiedliche Anwendungen illustriert, die allesamt auf bewährten Wissensmanagementsystemen aufbauen. Bei der Inversen Suche handelt es sich um ein Werkzeug das Wissensträgern vorschlägt Dokumente aus ihrem persönlichen Informationsraum zu teilen, um damit organisationale Informationslücken zu schließen. Woogle erweitert herkömmliche Wiki-Systeme um Steuerungsinstrumente zur Erkennung und Priorisierung fehlender Informationen, so dass die Weiterentwicklung der Wiki-Inhalte nachfrageorientiert gestaltet werden kann. Auf ähnliche Weise steuert Semantic Need, eine Erweiterung für Semantic MediaWiki, die Erfassung von strukturierten, semantischen Daten basierend auf Informationsbedarf der in Form strukturierter Anfragen vorliegt. Die Umsetzung und Evaluation der drei Werkzeuge zeigt, dass bedarfsgetriebener Wissensaustausch technisch realisierbar ist und eine wichtige Ergänzung für das Wissensmanagement sein kann. Darüber hinaus bietet das Konzept der Mediationsdienste und Mediationsräume einen Rahmen für die Analyse und Gestaltung von Werkzeugen gemäß der NKS-Prinzipien. Schließlich liefert der hier vorstellte Ansatz auch Impulse für die Weiterentwicklung von Internetdiensten und -Infrastrukturen wie der Wikipedia oder dem Semantic Web

New Fundamental Technologies in Data Mining

The progress of data mining technology and large public popularity establish a need for a comprehensive text on the subject. The series of books entitled by "Data Mining" address the need by presenting in-depth description of novel mining algorithms and many useful applications. In addition to understanding each section deeply, the two books present useful hints and strategies to solving problems in the following chapters. The contributing authors have highlighted many future research directions that will foster multi-disciplinary collaborations and hence will lead to significant development in the field of data mining

Business Architecture Tool (BAT) : development and assessment of a systems framework to guide organisations from concept to delivery, in terms of creating deeper and meaningful integration across processes and functions

This thesis is based upon a prolonged research period, wherein a practical systems based tool (prototype), was researched, developed and tested, so as to gain outputs of integration improvements for service delivery in South Africa (SA) specifically, and in general for developmental economies. The research question can be summarised as: "to develop a systems-based intervention tool, able to provide practical integration improvements from concept to delivery". Existing systems methods and approaches were accessed, and based upon their utility for the local context, were used to varying degrees, in "building" the prototype, which was tested across a number of interventions, categorised under "world of the client"; and "world of the designer" (firm created for this purpose). Being aware of local and international implementation challenges by virtue of experience as consultant for a number of governments, whereby national planning and implementation techniques tend to be embed mechanistic models of thinking directly affecting how agents and agencies: understand the problem; plan to resolve the problem; and implement the designed solutions. The research sought to recover key systems insights in order to build a practical tool that could reduce negative outcomes, perpetrated by well-intended reforms, having limited integrative thinking, planning and delivery. The research required long-term observation, reflection, and extensive literature review. A distinctive feature of the research is the account of the author's exploration of his learning and development, within University of Cape Town PhD: Business Architecture embedded in complexity and systems theory

Neural recommender models for sparse and skewed behavioral data

Modern online platforms offer recommendations and personalized search and services to a large and diverse user base while still aiming to acquaint users with the broader community on the platform. Prior work backed by large volumes of user data has shown that user retention is reliant on catering to their specific eccentric tastes, in addition to providing them popular services or content on the platform. Long-tailed distributions are a fundamental characteristic of human activity, owing to the bursty nature of human attention. As a result, we often observe skew in data facets that involve human interaction. While there are superficial similarities to Zipf's law in textual data and other domains, the challenges with user data extend further. Individual words may have skewed frequencies in the corpus, but the long-tail words by themselves do not significantly impact downstream text-mining tasks. On the contrary, while sparse users (a majority on most online platforms) contribute little to the training data, they are equally crucial at inference time. Perhaps more so, since they are likely to churn. In this thesis, we study platforms and applications that elicit user participation in rich social settings incorporating user-generated content, user-user interaction, and other modalities of user participation and data generation. For instance, users on the Yelp review platform participate in a follower-followee network and also create and interact with review text (two modalities of user data). Similarly, community question-answer (CQA) platforms incorporate user interaction and collaboratively authored content over diverse domains and discussion threads. Since user participation is multimodal, we develop generalizable abstractions beyond any single data modality. Specifically, we aim to address the distributional mismatch that occurs with user data independent of dataset specifics; While a minority of the users generates most training samples, it is insufficient only to learn the preferences of this subset of users. As a result, the data's overall skew and individual users' sparsity are closely interlinked: sparse users with uncommon preferences are under-represented. Thus, we propose to treat these problems jointly with a skew-aware grouping mechanism that iteratively sharpens the identification of preference groups within the user population. As a result, we improve user characterization; content recommendation and activity prediction (+6-22% AUC, +6-43% AUC, +12-25% RMSE over state-of-the-art baselines), primarily for users with sparse activity. The size of the item or content inventories compounds the skew problem. Recommendation models can achieve very high aggregate performance while recommending only a tiny proportion of the inventory (as little as 5%) to users. We propose a data-driven solution guided by the aggregate co-occurrence information across items in the dataset. We specifically note that different co-occurrences are not equally significant; For example, some co-occurring items are easily substituted while others are not. We develop a self-supervised learning framework where the aggregate co-occurrences guide the recommendation problem while providing room to learn these variations among the item associations. As a result, we improve coverage to ~100% (up from 5%) of the inventory and increase long-tail item recall up to 25%. We also note that the skew and sparsity problems repeat across data modalities. For instance, social interactions and review content both exhibit aggregate skew, although individual users who actively generate reviews may not participate socially and vice-versa. It is necessary to differentially weight and merge different data sources for each user towards inference tasks in such cases. We show that the problem is inherently adversarial since the user participation modalities compete to describe a user accurately. We develop a framework to unify these representations while algorithmically tackling mode collapse, a well-known pitfall with adversarial models. A more challenging but important instantiation of sparsity is the few-shot setting or cross-domain setting. We may only have a single or a few interactions for users or items in the sparse domains or partitions. We show that contextualizing user-item interactions helps us infer behavioral invariants in the dense domain, allowing us to correlate sparse participants to their active counterparts (resulting in 3x faster training, ~19% recall gains in multi-domain settings). Finally, we consider the multi-task setting, where the platform incorporates multiple distinct recommendations and prediction tasks for each user. A single-user representation is insufficient for users who exhibit different preferences along each dimension. At the same time, it is counter-productive to handle correlated prediction or inference tasks in isolation. We develop a multi-faceted representation approach grounded on residual learning with heterogeneous knowledge graph representations, which provides us an expressive data representation for specialized domains and applications with multimodal user data. We achieve knowledge sharing by unifying task-independent and task-specific representations of each entity with a unified knowledge graph framework. In each chapter, we also discuss and demonstrate how the proposed frameworks directly incorporate a wide range of gradient-optimizable recommendation and behavior models, maximizing their applicability and pertinence to user-centered inference tasks and platforms

Knowledge aggregation in people recommender systems : matching skills to tasks

People recommender systems (PRS) are a special type of RS. They are often adopted to identify people capable of performing a task. Recommending people poses several challenges not exhibited in traditional RS. Elements such as availability, overload, unresponsiveness, and bad recommendations can have adverse effects. This thesis explores how people’s preferences can be elicited for single-event matchmaking under uncertainty and how to align them with appropriate tasks. Different methodologies are introduced to profile people, each based on the nature of the information from which it was obtained. These methodologies are developed into three use cases to illustrate the challenges of PRS and the steps taken to address them. Each one emphasizes the priorities of the matching process and the constraints under which these recommendations are made. First, multi-criteria profiles are derived completely from heterogeneous sources in an implicit manner characterizing users from multiple perspectives and multi-dimensional points-of-view without influence from the user. The profiles are introduced to the conference reviewer assignment problem. Attention is given to distribute people across items in order reduce potential overloading of a person, and neglect or rejection of a task. Second, people’s areas of interest are inferred from their resumes and expressed in terms of their uncertainty avoiding explicit elicitation from an individual or outsider. The profile is applied to a personnel selection problem where emphasis is placed on the preferences of the candidate leading to an asymmetric matching process. Third, profiles are created by integrating implicit information and explicitly stated attributes. A model is developed to classify citizens according to their lifestyles which maintains the original information in the data set throughout the cluster formation. These use cases serve as pilot tests for generalization to real-life implementations. Areas for future application are discussed from new perspectives.Els sistemes de recomanació de persones (PRS) són un tipus especial de sistemes recomanadors (RS). Sovint s’utilitzen per identificar persones per a realitzar una tasca. La recomanació de persones comporta diversos reptes no exposats en la RS tradicional. Elements com la disponibilitat, la sobrecàrrega, la falta de resposta i les recomanacions incorrectes poden tenir efectes adversos. En aquesta tesi s'explora com es poden obtenir les preferències dels usuaris per a la definició d'assignacions sota incertesa i com aquestes assignacions es poden alinear amb tasques definides. S'introdueixen diferents metodologies per definir el perfil d’usuaris, cadascun en funció de la naturalesa de la informació necessària. Aquestes metodologies es desenvolupen i s’apliquen en tres casos d’ús per il·lustrar els reptes dels PRS i els passos realitzats per abordar-los. Cadascun destaca les prioritats del procés, l’encaix de les recomanacions i les seves limitacions. En el primer cas, els perfils es deriven de variables heterogènies de manera implícita per tal de caracteritzar als usuaris des de múltiples perspectives i punts de vista multidimensionals sense la influència explícita de l’usuari. Això s’aplica al problema d'assignació d’avaluadors per a articles de conferències. Es presta especial atenció al fet de distribuir els avaluadors entre articles per tal de reduir la sobrecàrrega potencial d'una persona i el neguit o el rebuig a la tasca. En el segon cas, les àrees d’interès per a caracteritzar les persones es dedueixen dels seus currículums i s’expressen en termes d’incertesa evitant que els interessos es demanin explícitament a les persones. El sistema s'aplica a un problema de selecció de personal on es posa èmfasi en les preferències del candidat que condueixen a un procés d’encaix asimètric. En el tercer cas, els perfils dels usuaris es defineixen integrant informació implícita i atributs indicats explícitament. Es desenvolupa un model per classificar els ciutadans segons els seus estils de vida que manté la informació original del conjunt de dades del clúster al que ell pertany. Finalment, s’analitzen aquests casos com a proves pilot per generalitzar implementacions en futurs casos reals. Es discuteixen les àrees d'aplicació futures i noves perspectives

AI in Learning: Designing the Future

AI (Artificial Intelligence) is predicted to radically change teaching and learning in both schools and industry causing radical disruption of work. AI can support well-being initiatives and lifelong learning but educational institutions and companies need to take the changing technology into account. Moving towards AI supported by digital tools requires a dramatic shift in the concept of learning, expertise and the businesses built off of it. Based on the latest research on AI and how it is changing learning and education, this book will focus on the enormous opportunities to expand educational settings with AI for learning in and beyond the traditional classroom. This open access book also introduces ethical challenges related to learning and education, while connecting human learning and machine learning. This book will be of use to a variety of readers, including researchers, AI users, companies and policy makers