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Search Engines Personalization

          BRACHA SHAPIRA
        BSHAPIRA@BGU.AC.IL

       BEN-GURION UNIVERSITY
Personalization

 “Personalization is the ability to provide content
 and services tailored to individuals based on
 knowledge about their preferences and behavior”
 [Paul Hagen, Forrester Research, 1999];
Acceptance of Personalization




 Overall, the survey finds that interest in personalization continues to be
  strong with 78% of consumers expressing an interest in receiving some
  form of personalized product or content recommendations.
   ChoiceStream Research
Motivation for Search Engine Personalization

 Trying to respond to the user needs rather than to
  her query
 Improve ranking tailored to user’s specific needs
 Resolve ambiguities
 Mobile devices – smaller space for results –
  relevance is crucial
Search Engines Recommender Systems -
         Two sides of the same coin????

 Search Engines             Recommender Systems
 Goal – answer users ad     Goal – recommend
  hoc queries                 services of items to user
 Input – user ad-hoc        Input - user preferences
  need defined as a query     defined as a profile
 Output- ranked items       Output - ranked items
  relevant to user need       based on her preferences
  (based on her
  preferences???)
Search Engines Personalization Methods
                     adopted from recommender systems


 Collaborative filtering
     User-based - Cross domain collaborative filtering is required???
 Content-based
     Search history – quality of results????
 Collaborative content-based
     Collaborate on similar queries
 Context-based
     Little research – difficult to evaluate
     Locality, language, calendar
 Social-based
     Friends I trust relating to the query domain
     Notion of trust, expertise
Marcol- a collaborative search engine
  Bracha Shapira, Dan Melamed, Yuval Elovici

 Based on collaborations on queries
 Documents found relevant by users on similar
  queries are suggested to the current query
 An economic model is integrated to motivate users to
  provide judgments.
MarCol Research Methods
    System Architecture
MarCol Example
MarCol Example
MarCol Example
MarCol Example
MarCol Example
         Ranking reward: up to 3
MarCol Ranking Algorithm
• Step 1: Locate the set of queries most similar to the current user
  query.
                       Q'  Q  Sim(Squ , Lqi )  t1

Where:
Squ – a (“short”) query submitted by a user u
Q  {Lq1 , Lq2 ,..., Lqn } – the set of all (“long”) queries
Sim(Squ , Lqi ) – the cosine similarity between Squ and Lqi  Q
t1 – a configurable similarity threshold
MarCol Ranking Algorithm
• Step 2: Identifying the set of most relevant documents to the
  current user's query.
               D' (Q' )  D(Q' )  Sim(Squ , di )  t2
Where:

D(Q' ) – the set of all documents that have been ranked relevant to
       queries in Q '
d i  D(Q' )

t 2 – a configurable similarity threshold
MarCol Ranking Algorithm
 • Step 3: Ranking the retrieved documents according to their
   relevance to the user query.

The relevance of document   d i  D' (Q' )    to query Squ :

         rel (Squ , di )  Sim(Squ , di )  Sim(Squ , qo )  J (di , qo )
Where:

 Sim(Squ , di ) – similarity between user query and the document.
 Sim(Squ , qo )    – similarity between user query and documents’ query (qo  Q' ).

  J (d i , qo ) – the average relevance judgment assigned to the set of the documents
                  d i for the query qo (measured in a 1..5 scale).
Experiment Results – first experiment
                                            Satisfaction
               4.60


                          4.43
               4.40
                                                    4.32
                                                                                     4.19          4.24
               4.20
Satisfaction




               4.00       4.00                                    3.95


                                                                  3.88
               3.80                                                                                3.78
                                     3.74

                                                    3.66                             3.66
               3.60

                                     3.47                                MarCol Free        MarCol
               3.40
                      1          2              3                 4              5             6
                                                      Sub-Stage

                • There is not a significant difference between the modes
                  (p=0.822535) for a 99% confidence interval.
The properties of a pricing model
• Cost is allocated for the use of evaluation, and users are
  compensated for providing evaluations.
• The number of uses of a recommendation does not affect its cost
  (based on Avery et al. 1999). That value is expressed by the relevance of
  a document to users query and the number of evaluations
  provided for that document representing the credibility of
  calculated relevance.
• Voluntary participation (based on Avery et al. 1999). The user decides
  whether he wants to provide evaluations.
• The economic model favors early or initial evaluations.
  Therefore, a lower price is allocated for early and initial
  evaluations than for later ones and a higher reward is given for
  provision of initial and early evaluations than for later ones.
Cost of document Calculation

• An item that has more evaluations has a higher price (until
  reaching upper limit).
• An item that has few recommendations offers a higher reward for
  evaluation.



• The price of an information item is relative to its relevance to the
  current users query.
• The price is not affected by the number of information uses.
Document Cost Calculation
Pay (qu , d i ) – the price of document d i for a query qu


                          rel (qu , di ) min(  ,  )
          Pay(qu , di )                
                               5            
Where:

        – the number of judgments

        – upper bound
Reward Calculation
reward (qu , d i ) – is the amount of MarCol points that a user is awarded for providing
                 an evaluation for document d i that was retrieved for query qu


                                rel (qu , di )   min(  ,   1)
           Reward (qu , d i )                
                                     5                
 Where:

         – the number of judgments

         – upper bound
Experiment Methods
Independent variable:
      •    The only variable manipulated in the experiment is an
           existence of the economic model.

          Mode                        Short description

                        Users should pay “MarCol points” to
   With economic        access a document suggested by the
       model            system. While submitting a judgment, they
                        will be awarded with “MarCol points”
                   Users can freely access any suggested
  Without economic
                   document and are not awarded by
       model
                   submitting their judgments
Experiment Methods
The following questions (tasks) were used (Turpin and Hersh 2001):
       1.   What tropical storms hurricanes and typhoons have caused property
            damages or loss of life?
       2.   What countries import Cuban sugar?
       3.   What countries other than the US and China have or have had a
            declining birth rate?
       4.   What are the latest developments in robotic technology and it use?
       5.   What countries have experienced an increase in tourism?
       6.   In what countries have tourists been subject to acts of violence
            causing bodily harm or death?
Experiment Procedure

• There were six equal subgroups, while every subgroup was given
  its unique sequence of questions (a Latin square).
• There were six sub stages; on each sub stage the participants were
  provided with a different question.

                                          Substage
                                         1 2 3 4 5 6
                                     1   5 1 3 4 2 6
                      Participants
                       Subgroup


                                     2   6 5 4 2 3 1
                                     3   2 4 1 6 5 3
                                     4   1 3 2 5 6 4
                                     5   4 6 5 3 1 2
                                     6   3 2 6 1 4 5
Experiment Results – first experiment
                                           Performance
              100%

              98%

              96%

              94%

              92%
Performance




              90%

              88%

              86%

              84%

              82%
                         MarCol Free       MarCol
              80%
                     1                 2            3               4   5   6
                                                        Sub-Stage


• There is a significant difference between the modes (p≈0) for a
  99% confidence interval.
Experiment Results – second experiment
               100%
                                            Performance

               90%




               80%
 Performance




               70%



               60%




               50%

                          MarCol Free        MarCol
               40%
                      1                 2         3               4   5   6
                                                      Sub-Stage
 • There is a significant difference between the modes (p≈0) for a
   99% confidence interval.
Experiment Results – first experiment
                                               Participation
                    3.50

                                 MarCol Free          MarCol


                    3.00                                     3.00
                                                                                                    2.92

                                                                                                    2.71
                                               2.63
                    2.50                                                      2.50
    Participation




                               2.33
                                                             2.29                        2.25

                    2.00


                               1.67
                                                                                         1.63
                    1.50


                                               1.21                           1.17

                    1.00
                           1               2             3                4          5          6
                                                               Question


• There is a significant difference between the modes (p=0.008204)
  for a 99% confidence interval.
Experiment Results – first experiment
                                   Accumulated Participation
                18.00
                              MarCol Free              MarCol
                16.00
                                                                                                             15.63

                14.00
                                                                                                 13.33

                12.00

                                                                                                             10.67
Participation




                10.00                                                                10.42

                                                                                                 8.88
                 8.00                                               7.54         7.54


                 6.00
                                        4.38                        5.88

                 4.00                           4.21
                            2.42
                 2.00
                            1.46

                 0.00
                        1                   2                   3                4           5           6
                                                                     Sub-Stage
Experiment Results – first experiment
                                   Accumulated Participation
                18.00
                              MarCol Free              MarCol
                16.00
                                                                                                             15.63

                14.00
                                                                                                 13.33

                12.00

                                                                                                             10.67
Participation




                10.00                                                                10.42

                                                                                                 8.88
                 8.00                                               7.54         7.54


                 6.00
                                        4.38                        5.88

                 4.00                           4.21
                            2.42
                 2.00
                            1.46

                 0.00
                        1                   2                   3                4           5           6
                                                                     Sub-Stage
Experiment Results – second experiment
                                                      Participation
                1.80
                             MarCol Free               MarCol
                1.60                                                                        1.60

                1.40

                1.20
                                                                1.10
Participation




                1.00
                                                                                 0.90       0.91
                0.80
                           0.70
                0.60                                                             0.55
                                               0.50                                                    0.50
                0.40                                            0.45
                                                                                                       0.36
                           0.27
                0.20                           0.18

                0.00
                       1                   2                3                4          5          6
                                                                  Question



• There is a significant difference between the modes (p=0.000164)
  for a 99% confidence interval.
Experiment Results – second experiment
                                      Accumulated Participation
                6.00
                               MarCol Free              MarCol
                                                                                                            5.30
                5.00

                                                                                                 4.30
                4.00
Participation




                                                                                      3.80
                                                                     3.10
                3.00
                                                                                                            2.73
                                             1.90                                 2.00           2.36
                2.00

                               1.10                                  1.36
                1.00
                              0.55               1.00

                0.00
                          1                  2                   3                4          5          6
                                                                      Sub-Stage
Experiment Results – first experiment
                                            Satisfaction
               4.60


                          4.43
               4.40
                                                    4.32
                                                                                     4.19          4.24
               4.20
Satisfaction




               4.00       4.00                                    3.95


                                                                  3.88
               3.80                                                                                3.78
                                     3.74

                                                    3.66                             3.66
               3.60

                                     3.47                                MarCol Free        MarCol
               3.40
                      1          2              3                 4              5             6
                                                      Sub-Stage

                • There is not a significant difference between the modes
                  (p=0.822535) for a 99% confidence interval.
Experiment Results – second experiment
                                            Satisfaction
               5.00


                                                                                     4.00
               4.00
                                                   3.67                                            3.83
                          3.50                                  3.25
                                                3.54
Satisfaction




               3.00                                             3.33
                                     2.90
                                                                                     2.38
                          2.39
                                                                                                   2.22
               2.00


                                     1.25
               1.00

                                                                       MarCol Free          MarCol
               0.00
                      1          2             3                 4               5             6
                                                    Sub-Stage

• There is not a significant difference between the modes
  (p=0.746576) for a 99% confidence interval.
Summary of Results
• User performance is significantly better when using MarCol mode.
   – The average superiority of is 6% in the first experiment, and 16% in the
     second.
   – The user performance superiority of MarCol increases as the task is more
     difficult.
• User participation is significantly higher when using MarCol
  mode.
   – The average superiority of MarCol is 46% in the first experiment, and 96%
     in the second.
   – The user participation superiority of MarCol increases as the task is more
     difficult.
   – The participation grows constantly over time and so does the gap between
     the MarCol and MarCol Free modes in both experiments.
• There is not any significant difference in user satisfaction between
  the modes.
Conclusions and Trends
           search engines personalization

 Search engines already integrate personal ranking
 Technology is yet to be developed to enahance
  personalization
 Still needs evaluations to calibrate the degree of
  personalization
 Privacy issues are to be considered
 Paper: Dan Melamed, Bracha Shapira, Yuval Elovici:
 MarCol: A Market-Based Recommender
 System. IEEE Intelligent Systems 22(3): 74-78
 (2007)

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Bracha2003 marcol

  • 1. Search Engines Personalization BRACHA SHAPIRA BSHAPIRA@BGU.AC.IL BEN-GURION UNIVERSITY
  • 2. Personalization  “Personalization is the ability to provide content and services tailored to individuals based on knowledge about their preferences and behavior” [Paul Hagen, Forrester Research, 1999];
  • 3. Acceptance of Personalization  Overall, the survey finds that interest in personalization continues to be strong with 78% of consumers expressing an interest in receiving some form of personalized product or content recommendations. ChoiceStream Research
  • 4. Motivation for Search Engine Personalization  Trying to respond to the user needs rather than to her query  Improve ranking tailored to user’s specific needs  Resolve ambiguities  Mobile devices – smaller space for results – relevance is crucial
  • 5. Search Engines Recommender Systems - Two sides of the same coin????  Search Engines  Recommender Systems  Goal – answer users ad  Goal – recommend hoc queries services of items to user  Input – user ad-hoc  Input - user preferences need defined as a query defined as a profile  Output- ranked items  Output - ranked items relevant to user need based on her preferences (based on her preferences???)
  • 6. Search Engines Personalization Methods adopted from recommender systems  Collaborative filtering  User-based - Cross domain collaborative filtering is required???  Content-based  Search history – quality of results????  Collaborative content-based  Collaborate on similar queries  Context-based  Little research – difficult to evaluate  Locality, language, calendar  Social-based  Friends I trust relating to the query domain  Notion of trust, expertise
  • 7. Marcol- a collaborative search engine Bracha Shapira, Dan Melamed, Yuval Elovici  Based on collaborations on queries  Documents found relevant by users on similar queries are suggested to the current query  An economic model is integrated to motivate users to provide judgments.
  • 8. MarCol Research Methods System Architecture
  • 13. MarCol Example Ranking reward: up to 3
  • 14. MarCol Ranking Algorithm • Step 1: Locate the set of queries most similar to the current user query. Q'  Q  Sim(Squ , Lqi )  t1 Where: Squ – a (“short”) query submitted by a user u Q  {Lq1 , Lq2 ,..., Lqn } – the set of all (“long”) queries Sim(Squ , Lqi ) – the cosine similarity between Squ and Lqi  Q t1 – a configurable similarity threshold
  • 15. MarCol Ranking Algorithm • Step 2: Identifying the set of most relevant documents to the current user's query. D' (Q' )  D(Q' )  Sim(Squ , di )  t2 Where: D(Q' ) – the set of all documents that have been ranked relevant to queries in Q ' d i  D(Q' ) t 2 – a configurable similarity threshold
  • 16. MarCol Ranking Algorithm • Step 3: Ranking the retrieved documents according to their relevance to the user query. The relevance of document d i  D' (Q' ) to query Squ : rel (Squ , di )  Sim(Squ , di )  Sim(Squ , qo )  J (di , qo ) Where: Sim(Squ , di ) – similarity between user query and the document. Sim(Squ , qo ) – similarity between user query and documents’ query (qo  Q' ). J (d i , qo ) – the average relevance judgment assigned to the set of the documents d i for the query qo (measured in a 1..5 scale).
  • 17. Experiment Results – first experiment Satisfaction 4.60 4.43 4.40 4.32 4.19 4.24 4.20 Satisfaction 4.00 4.00 3.95 3.88 3.80 3.78 3.74 3.66 3.66 3.60 3.47 MarCol Free MarCol 3.40 1 2 3 4 5 6 Sub-Stage • There is not a significant difference between the modes (p=0.822535) for a 99% confidence interval.
  • 18. The properties of a pricing model • Cost is allocated for the use of evaluation, and users are compensated for providing evaluations. • The number of uses of a recommendation does not affect its cost (based on Avery et al. 1999). That value is expressed by the relevance of a document to users query and the number of evaluations provided for that document representing the credibility of calculated relevance. • Voluntary participation (based on Avery et al. 1999). The user decides whether he wants to provide evaluations. • The economic model favors early or initial evaluations. Therefore, a lower price is allocated for early and initial evaluations than for later ones and a higher reward is given for provision of initial and early evaluations than for later ones.
  • 19. Cost of document Calculation • An item that has more evaluations has a higher price (until reaching upper limit). • An item that has few recommendations offers a higher reward for evaluation. • The price of an information item is relative to its relevance to the current users query. • The price is not affected by the number of information uses.
  • 20. Document Cost Calculation Pay (qu , d i ) – the price of document d i for a query qu rel (qu , di ) min(  ,  ) Pay(qu , di )   5  Where:  – the number of judgments  – upper bound
  • 21. Reward Calculation reward (qu , d i ) – is the amount of MarCol points that a user is awarded for providing an evaluation for document d i that was retrieved for query qu rel (qu , di )   min(  ,   1) Reward (qu , d i )   5  Where:  – the number of judgments  – upper bound
  • 22. Experiment Methods Independent variable: • The only variable manipulated in the experiment is an existence of the economic model. Mode Short description Users should pay “MarCol points” to With economic access a document suggested by the model system. While submitting a judgment, they will be awarded with “MarCol points” Users can freely access any suggested Without economic document and are not awarded by model submitting their judgments
  • 23. Experiment Methods The following questions (tasks) were used (Turpin and Hersh 2001): 1. What tropical storms hurricanes and typhoons have caused property damages or loss of life? 2. What countries import Cuban sugar? 3. What countries other than the US and China have or have had a declining birth rate? 4. What are the latest developments in robotic technology and it use? 5. What countries have experienced an increase in tourism? 6. In what countries have tourists been subject to acts of violence causing bodily harm or death?
  • 24. Experiment Procedure • There were six equal subgroups, while every subgroup was given its unique sequence of questions (a Latin square). • There were six sub stages; on each sub stage the participants were provided with a different question. Substage 1 2 3 4 5 6 1 5 1 3 4 2 6 Participants Subgroup 2 6 5 4 2 3 1 3 2 4 1 6 5 3 4 1 3 2 5 6 4 5 4 6 5 3 1 2 6 3 2 6 1 4 5
  • 25. Experiment Results – first experiment Performance 100% 98% 96% 94% 92% Performance 90% 88% 86% 84% 82% MarCol Free MarCol 80% 1 2 3 4 5 6 Sub-Stage • There is a significant difference between the modes (p≈0) for a 99% confidence interval.
  • 26. Experiment Results – second experiment 100% Performance 90% 80% Performance 70% 60% 50% MarCol Free MarCol 40% 1 2 3 4 5 6 Sub-Stage • There is a significant difference between the modes (p≈0) for a 99% confidence interval.
  • 27. Experiment Results – first experiment Participation 3.50 MarCol Free MarCol 3.00 3.00 2.92 2.71 2.63 2.50 2.50 Participation 2.33 2.29 2.25 2.00 1.67 1.63 1.50 1.21 1.17 1.00 1 2 3 4 5 6 Question • There is a significant difference between the modes (p=0.008204) for a 99% confidence interval.
  • 28. Experiment Results – first experiment Accumulated Participation 18.00 MarCol Free MarCol 16.00 15.63 14.00 13.33 12.00 10.67 Participation 10.00 10.42 8.88 8.00 7.54 7.54 6.00 4.38 5.88 4.00 4.21 2.42 2.00 1.46 0.00 1 2 3 4 5 6 Sub-Stage
  • 29. Experiment Results – first experiment Accumulated Participation 18.00 MarCol Free MarCol 16.00 15.63 14.00 13.33 12.00 10.67 Participation 10.00 10.42 8.88 8.00 7.54 7.54 6.00 4.38 5.88 4.00 4.21 2.42 2.00 1.46 0.00 1 2 3 4 5 6 Sub-Stage
  • 30. Experiment Results – second experiment Participation 1.80 MarCol Free MarCol 1.60 1.60 1.40 1.20 1.10 Participation 1.00 0.90 0.91 0.80 0.70 0.60 0.55 0.50 0.50 0.40 0.45 0.36 0.27 0.20 0.18 0.00 1 2 3 4 5 6 Question • There is a significant difference between the modes (p=0.000164) for a 99% confidence interval.
  • 31. Experiment Results – second experiment Accumulated Participation 6.00 MarCol Free MarCol 5.30 5.00 4.30 4.00 Participation 3.80 3.10 3.00 2.73 1.90 2.00 2.36 2.00 1.10 1.36 1.00 0.55 1.00 0.00 1 2 3 4 5 6 Sub-Stage
  • 32. Experiment Results – first experiment Satisfaction 4.60 4.43 4.40 4.32 4.19 4.24 4.20 Satisfaction 4.00 4.00 3.95 3.88 3.80 3.78 3.74 3.66 3.66 3.60 3.47 MarCol Free MarCol 3.40 1 2 3 4 5 6 Sub-Stage • There is not a significant difference between the modes (p=0.822535) for a 99% confidence interval.
  • 33. Experiment Results – second experiment Satisfaction 5.00 4.00 4.00 3.67 3.83 3.50 3.25 3.54 Satisfaction 3.00 3.33 2.90 2.38 2.39 2.22 2.00 1.25 1.00 MarCol Free MarCol 0.00 1 2 3 4 5 6 Sub-Stage • There is not a significant difference between the modes (p=0.746576) for a 99% confidence interval.
  • 34. Summary of Results • User performance is significantly better when using MarCol mode. – The average superiority of is 6% in the first experiment, and 16% in the second. – The user performance superiority of MarCol increases as the task is more difficult. • User participation is significantly higher when using MarCol mode. – The average superiority of MarCol is 46% in the first experiment, and 96% in the second. – The user participation superiority of MarCol increases as the task is more difficult. – The participation grows constantly over time and so does the gap between the MarCol and MarCol Free modes in both experiments. • There is not any significant difference in user satisfaction between the modes.
  • 35. Conclusions and Trends search engines personalization  Search engines already integrate personal ranking  Technology is yet to be developed to enahance personalization  Still needs evaluations to calibrate the degree of personalization  Privacy issues are to be considered
  • 36.  Paper: Dan Melamed, Bracha Shapira, Yuval Elovici: MarCol: A Market-Based Recommender System. IEEE Intelligent Systems 22(3): 74-78 (2007)