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A R T I F I C I A L I N T E L L I G E N C E
C A S E - B A S E D R E A S O N I N G F O R R E C O M M E N D E R S Y S T E M S
P R O F T H O M A S R O T H - B E R G H O F E R , U N I V E R S I T Y O F W E S T L O N D O N , U K
– S H A N TA N U N A R AY E N , C E O , A D O B E
“We as consumers expect relevant, 

interactive, personalised material wherever we are.”
– D AV I D WA D H WA N I , S E N I O R V I C E P R E S I D E N T, A D O B E
“The new frontier is experience.”
E X P E R I E N C E
S P E C I F I C
K N O W L E D G E
O B TA I N E D F R O M A
S P E C I F I C P R O B L E M
S O LV I N G C O N T E X T
E X P E R I E N C E
S P E C I F I C
K N O W L E D G E
O B TA I N E D F R O M A
S P E C I F I C P R O B L E M
S O LV I N G C O N T E X T
E X P E R I E N C E
© U.S. Army Corps of Engineers - CC BY 2.0 https://www.flickr.com/photos/usacehq/10019330364
S P E C I F I C
K N O W L E D G E
O B TA I N E D F R O M A
S P E C I F I C P R O B L E M
S O LV I N G C O N T E X T
E X P E R I E N C E
© U.S. Army Corps of Engineers - CC BY 2.0 https://www.flickr.com/photos/usacehq/10019330364
© Craig Breil - CC BY 2.0https://www.flickr.com/photos/umich-msis/6550246787
S P E C I F I C
K N O W L E D G E
O B TA I N E D F R O M A
S P E C I F I C P R O B L E M
S O LV I N G C O N T E X T
E X P E R I E N C E
© U.S. Army Corps of Engineers - CC BY 2.0 https://www.flickr.com/photos/usacehq/10019330364
© Craig Breil - CC BY 2.0https://www.flickr.com/photos/umich-msis/6550246787
https://www.flickr.com/photos/marceldouwedekker/© Christoph Weigel - CC BY-SA 2.0
E X A M P L E S
E X A M P L E S
• Printer repairman remembers a
similar failure of printer in the past.
E X A M P L E S
• Printer repairman remembers a
similar failure of printer in the past.
Problem:
My printout has white streaks. I printed on
paper. Cleaning the printer did not help.
Solution:
Ink cartridge was low on toner. ➜ Replace ink
cartridge.
E X A M P L E S
• Printer repairman remembers a
similar failure of printer in the past.
• A doctor remembers the symptoms
of a bacterial infection from another
patient.
Problem:
My printout has white streaks. I printed on
paper. Cleaning the printer did not help.
Solution:
Ink cartridge was low on toner. ➜ Replace ink
cartridge.
E X A M P L E S
• Printer repairman remembers a
similar failure of printer in the past.
• A doctor remembers the symptoms
of a bacterial infection from another
patient.
Problem:
My printout has white streaks. I printed on
paper. Cleaning the printer did not help.
Solution:
Ink cartridge was low on toner. ➜ Replace ink
cartridge.
Problem:
Patient X has fever. Blood test shows high
count of white blood cells. Patient X tells about
holidays in central Africa.
Solution:
Tropical infection possible ➜ Prescribe further
blood tests.
E X A M P L E S
• Printer repairman remembers a
similar failure of printer in the past.
• A doctor remembers the symptoms
of a bacterial infection from another
patient.
Problem:
My printout has white streaks. I printed on
paper. Cleaning the printer did not help.
Solution:
Ink cartridge was low on toner. ➜ Replace ink
cartridge.
Problem:
Patient X has fever. Blood test shows high
count of white blood cells. Patient X tells about
holidays in central Africa.
Solution:
Tropical infection possible ➜ Prescribe further
blood tests.
[ ]Problem
+
Solution
Case =
E X A M P L E S
• Printer repairman remembers a
similar failure of printer in the past.
• A doctor remembers the symptoms
of a bacterial infection from another
patient.
Problem:
My printout has white streaks. I printed on
paper. Cleaning the printer did not help.
Solution:
Ink cartridge was low on toner. ➜ Replace ink
cartridge.
Problem:
Patient X has fever. Blood test shows high
count of white blood cells. Patient X tells about
holidays in central Africa.
Solution:
Tropical infection possible ➜ Prescribe further
blood tests.
[ ]Problem
+
Solution
Case =
– D AV I D B . L E A K E , I N D I A N A U N I V E R S I T Y, U S A
“CBR is reasoning by remembering.”
Case-based reasoning is a cognitive approach for
modelling human problem solving behaviour.
– A G N A R A A M O D T, N T N U , N O R WAY, A N D E N R I C P L A Z A , I I I A , S PA I N
“CBR is an approach to problem solving and learning.”
Case-based reasoning is an engineering
approach for developing and implementing
intelligent systems.
Old Problem
B A S I C I D E A
• Retrieve relevant experience from the case base.
• Re-use retrieved experience in the context of the current problem.
• Store new experience in the case base – learn.
New Problem Old Problem
Old Solution
Casei
Case Base
…
Old Problem
B A S I C I D E A
• Retrieve relevant experience from the case base.
• Re-use retrieved experience in the context of the current problem.
• Store new experience in the case base – learn.
New Problem Old Problem
Old Solution
Casei
Case Base
Similarity
…
Old Problem
B A S I C I D E A
• Retrieve relevant experience from the case base.
• Re-use retrieved experience in the context of the current problem.
• Store new experience in the case base – learn.
New Problem Old Problem
Old Solution
Casei
Case Base
New Solution
Similarity
…
Reuse
New Case
Old Problem
B A S I C I D E A
• Retrieve relevant experience from the case base.
• Re-use retrieved experience in the context of the current problem.
• Store new experience in the case base – learn.
New Problem Old Problem
Old Solution
Casei
Case Base
New Solution
Similarity
…
Reuse
New Case
Old Problem
B A S I C I D E A
• Retrieve relevant experience from the case base.
• Re-use retrieved experience in the context of the current problem.
• Store new experience in the case base – learn.
New Problem Old Problem
Old Solution
Casei
Case Base
New Solution
Similarity
…
Learn
Reuse
New Case
Old Problem
B A S I C I D E A
• Retrieve relevant experience from the case base.
• Re-use retrieved experience in the context of the current problem.
• Store new experience in the case base – learn.
New Problem Old Problem
Old Solution
Casei
Case Base
New Solution
Similarity
…
Learn
Reuse
Key aspect: similarity
New Case
Old Problem
B A S I C R E C O M M E N D E R S Y S T E M
New Problem Old Problem
Old Solution
Casei
Case Base
New Solution
Similarity-based
retrieval
…
Products/ServicesRequirements match
New Case
Old Problem
B A S I C R E C O M M E N D E R S Y S T E M
New Problem Old Problem
Old Solution
Casei
Case Base
New Solution
Similarity-based
retrieval
…
myCBRCBR
T O O L F O R R A P I D
P R O T O T Y P I N G O F
C B R A P P L I C AT I O N S
myCBRCBR
T O O L F O R R A P I D
P R O T O T Y P I N G O F
C B R A P P L I C AT I O N S
F O R E X A M P L E :
R E C O M M E N D E R S Y S T E M S
R E C O M M E N D E R S Y S T E M E X A M P L E
R E C O M M E N D E R S Y S T E M E X A M P L E
Body
Model
Color
Manufacturer
Mileage
S I M I L A R I T Y K N O W L E D G E
Similarity tables
Similarity functions
S I M I L A R I T Y- B A S E D R E T R I E VA L
S I M I L A R I T Y- B A S E D R E T R I E VA L
S I M I L A R I T Y- B A S E D R E T R I E VA L
S I M I L A R I T Y- B A S E D R E T R I E VA L
S I M I L A R I T Y- B A S E D R E T R I E VA L
R E U S E O F A U D I O M I X I N G E X P E R I E N C E
© CC0 1.0 Universal
R E U S E O F A U D I O M I X I N G E X P E R I E N C E
Case
➜ Workflow
Before After
© CC0 1.0 Universal
...
C S V I M P O R T
Colhead1 Colhead2 Colhead3 …
R1C1 R1C2 R1C3 …
R2C1 R2C2 R2C3 …
… … … …
...
C S V I M P O R T
Colhead1 Colhead2 Colhead3 …
R1C1 R1C2 R1C3 …
R2C1 R2C2 R2C3 …
… … … …
Generate
attributes1
...
C S V I M P O R T
Colhead1 Colhead2 Colhead3 …
R1C1 R1C2 R1C3 …
R2C1 R2C2 R2C3 …
… … … …
Generate
attributes1
...
C S V I M P O R T
Colhead1 Colhead2 Colhead3 …
R1C1 R1C2 R1C3 …
R2C1 R2C2 R2C3 …
… … … …
Generate
attributes1
Set data types2
...
C S V I M P O R T
Colhead1 Colhead2 Colhead3 …
R1C1 R1C2 R1C3 …
R2C1 R2C2 R2C3 …
… … … …
Generate
attributes1
Set data types2
...
C S V I M P O R T
Colhead1 Colhead2 Colhead3 …
R1C1 R1C2 R1C3 …
R2C1 R2C2 R2C3 …
… … … …
Generate
attributes1
Boolean
Concept
Float
Integer
String
Symbol
+
Set data types2
...
C S V I M P O R T
Colhead1 Colhead2 Colhead3 …
R1C1 R1C2 R1C3 …
R2C1 R2C2 R2C3 …
… … … …
Generate
attributes1
...
Set data types2
...
C S V I M P O R T
Colhead1 Colhead2 Colhead3 …
R1C1 R1C2 R1C3 …
R2C1 R2C2 R2C3 …
… … … …
Generate
attributes1
...
Set data types2 Generate instances3
H T T P : / / M Y C B R - P R O J E C T. N E T
TA K E H O M E M E S S A G E
TA K E H O M E M E S S A G E
• Case-based reasoning is the method 

of choice whenever you need to 

compare products and services.
TA K E H O M E M E S S A G E
• Case-based reasoning is the method 

of choice whenever you need to 

compare products and services.
• myCBR Workbench provides tools to express similarity knowledge and 

an environment to test your knowledge model.
TA K E H O M E M E S S A G E
• Case-based reasoning is the method 

of choice whenever you need to 

compare products and services.
• myCBR Workbench provides tools to express similarity knowledge and 

an environment to test your knowledge model.
• myCBR SDK lets you easily integrate similarity-based retrieval in your
(mobile) applications.
A R T I F I C I A L I N T E L L I G E N C E
C A S E - B A S E D R E A S O N I N G F O R R E C O M M E N D E R S Y S T E M S
P R O F T H O M A S R O T H - B E R G H O F E R , U N I V E R S I T Y O F W E S T L O N D O N , U K
Prof Dr Thomas Roth-Berghofer
Head of Research Cluster Digital Communities
University of West London, United Kingdom
thomas.roth-berghofer@uwl.ac.uk
T H O M A S . R O T H - B E R G H O F E R @ U W L . A C . U K

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Artificial Intelligence – Case-based reasoning for recommender systems – Invited talk at Techsylvania 2015

  • 1. A R T I F I C I A L I N T E L L I G E N C E C A S E - B A S E D R E A S O N I N G F O R R E C O M M E N D E R S Y S T E M S P R O F T H O M A S R O T H - B E R G H O F E R , U N I V E R S I T Y O F W E S T L O N D O N , U K
  • 2. – S H A N TA N U N A R AY E N , C E O , A D O B E “We as consumers expect relevant, 
 interactive, personalised material wherever we are.”
  • 3. – D AV I D WA D H WA N I , S E N I O R V I C E P R E S I D E N T, A D O B E “The new frontier is experience.”
  • 4. E X P E R I E N C E
  • 5. S P E C I F I C K N O W L E D G E O B TA I N E D F R O M A S P E C I F I C P R O B L E M S O LV I N G C O N T E X T E X P E R I E N C E
  • 6. S P E C I F I C K N O W L E D G E O B TA I N E D F R O M A S P E C I F I C P R O B L E M S O LV I N G C O N T E X T E X P E R I E N C E © U.S. Army Corps of Engineers - CC BY 2.0 https://www.flickr.com/photos/usacehq/10019330364
  • 7. S P E C I F I C K N O W L E D G E O B TA I N E D F R O M A S P E C I F I C P R O B L E M S O LV I N G C O N T E X T E X P E R I E N C E © U.S. Army Corps of Engineers - CC BY 2.0 https://www.flickr.com/photos/usacehq/10019330364 © Craig Breil - CC BY 2.0https://www.flickr.com/photos/umich-msis/6550246787
  • 8. S P E C I F I C K N O W L E D G E O B TA I N E D F R O M A S P E C I F I C P R O B L E M S O LV I N G C O N T E X T E X P E R I E N C E © U.S. Army Corps of Engineers - CC BY 2.0 https://www.flickr.com/photos/usacehq/10019330364 © Craig Breil - CC BY 2.0https://www.flickr.com/photos/umich-msis/6550246787 https://www.flickr.com/photos/marceldouwedekker/© Christoph Weigel - CC BY-SA 2.0
  • 9. E X A M P L E S
  • 10. E X A M P L E S • Printer repairman remembers a similar failure of printer in the past.
  • 11. E X A M P L E S • Printer repairman remembers a similar failure of printer in the past. Problem: My printout has white streaks. I printed on paper. Cleaning the printer did not help. Solution: Ink cartridge was low on toner. ➜ Replace ink cartridge.
  • 12. E X A M P L E S • Printer repairman remembers a similar failure of printer in the past. • A doctor remembers the symptoms of a bacterial infection from another patient. Problem: My printout has white streaks. I printed on paper. Cleaning the printer did not help. Solution: Ink cartridge was low on toner. ➜ Replace ink cartridge.
  • 13. E X A M P L E S • Printer repairman remembers a similar failure of printer in the past. • A doctor remembers the symptoms of a bacterial infection from another patient. Problem: My printout has white streaks. I printed on paper. Cleaning the printer did not help. Solution: Ink cartridge was low on toner. ➜ Replace ink cartridge. Problem: Patient X has fever. Blood test shows high count of white blood cells. Patient X tells about holidays in central Africa. Solution: Tropical infection possible ➜ Prescribe further blood tests.
  • 14. E X A M P L E S • Printer repairman remembers a similar failure of printer in the past. • A doctor remembers the symptoms of a bacterial infection from another patient. Problem: My printout has white streaks. I printed on paper. Cleaning the printer did not help. Solution: Ink cartridge was low on toner. ➜ Replace ink cartridge. Problem: Patient X has fever. Blood test shows high count of white blood cells. Patient X tells about holidays in central Africa. Solution: Tropical infection possible ➜ Prescribe further blood tests. [ ]Problem + Solution Case =
  • 15. E X A M P L E S • Printer repairman remembers a similar failure of printer in the past. • A doctor remembers the symptoms of a bacterial infection from another patient. Problem: My printout has white streaks. I printed on paper. Cleaning the printer did not help. Solution: Ink cartridge was low on toner. ➜ Replace ink cartridge. Problem: Patient X has fever. Blood test shows high count of white blood cells. Patient X tells about holidays in central Africa. Solution: Tropical infection possible ➜ Prescribe further blood tests. [ ]Problem + Solution Case =
  • 16. – D AV I D B . L E A K E , I N D I A N A U N I V E R S I T Y, U S A “CBR is reasoning by remembering.” Case-based reasoning is a cognitive approach for modelling human problem solving behaviour.
  • 17. – A G N A R A A M O D T, N T N U , N O R WAY, A N D E N R I C P L A Z A , I I I A , S PA I N “CBR is an approach to problem solving and learning.” Case-based reasoning is an engineering approach for developing and implementing intelligent systems.
  • 18. Old Problem B A S I C I D E A • Retrieve relevant experience from the case base. • Re-use retrieved experience in the context of the current problem. • Store new experience in the case base – learn. New Problem Old Problem Old Solution Casei Case Base …
  • 19. Old Problem B A S I C I D E A • Retrieve relevant experience from the case base. • Re-use retrieved experience in the context of the current problem. • Store new experience in the case base – learn. New Problem Old Problem Old Solution Casei Case Base Similarity …
  • 20. Old Problem B A S I C I D E A • Retrieve relevant experience from the case base. • Re-use retrieved experience in the context of the current problem. • Store new experience in the case base – learn. New Problem Old Problem Old Solution Casei Case Base New Solution Similarity … Reuse
  • 21. New Case Old Problem B A S I C I D E A • Retrieve relevant experience from the case base. • Re-use retrieved experience in the context of the current problem. • Store new experience in the case base – learn. New Problem Old Problem Old Solution Casei Case Base New Solution Similarity … Reuse
  • 22. New Case Old Problem B A S I C I D E A • Retrieve relevant experience from the case base. • Re-use retrieved experience in the context of the current problem. • Store new experience in the case base – learn. New Problem Old Problem Old Solution Casei Case Base New Solution Similarity … Learn Reuse
  • 23. New Case Old Problem B A S I C I D E A • Retrieve relevant experience from the case base. • Re-use retrieved experience in the context of the current problem. • Store new experience in the case base – learn. New Problem Old Problem Old Solution Casei Case Base New Solution Similarity … Learn Reuse Key aspect: similarity
  • 24. New Case Old Problem B A S I C R E C O M M E N D E R S Y S T E M New Problem Old Problem Old Solution Casei Case Base New Solution Similarity-based retrieval …
  • 25. Products/ServicesRequirements match New Case Old Problem B A S I C R E C O M M E N D E R S Y S T E M New Problem Old Problem Old Solution Casei Case Base New Solution Similarity-based retrieval …
  • 26. myCBRCBR T O O L F O R R A P I D P R O T O T Y P I N G O F C B R A P P L I C AT I O N S
  • 27. myCBRCBR T O O L F O R R A P I D P R O T O T Y P I N G O F C B R A P P L I C AT I O N S F O R E X A M P L E : R E C O M M E N D E R S Y S T E M S
  • 28. R E C O M M E N D E R S Y S T E M E X A M P L E
  • 29. R E C O M M E N D E R S Y S T E M E X A M P L E Body Model Color Manufacturer Mileage
  • 30.
  • 31.
  • 32.
  • 33.
  • 34. S I M I L A R I T Y K N O W L E D G E Similarity tables Similarity functions
  • 35. S I M I L A R I T Y- B A S E D R E T R I E VA L
  • 36. S I M I L A R I T Y- B A S E D R E T R I E VA L
  • 37. S I M I L A R I T Y- B A S E D R E T R I E VA L
  • 38. S I M I L A R I T Y- B A S E D R E T R I E VA L
  • 39. S I M I L A R I T Y- B A S E D R E T R I E VA L
  • 40. R E U S E O F A U D I O M I X I N G E X P E R I E N C E © CC0 1.0 Universal
  • 41. R E U S E O F A U D I O M I X I N G E X P E R I E N C E Case ➜ Workflow Before After © CC0 1.0 Universal
  • 42. ... C S V I M P O R T Colhead1 Colhead2 Colhead3 … R1C1 R1C2 R1C3 … R2C1 R2C2 R2C3 … … … … …
  • 43. ... C S V I M P O R T Colhead1 Colhead2 Colhead3 … R1C1 R1C2 R1C3 … R2C1 R2C2 R2C3 … … … … … Generate attributes1
  • 44. ... C S V I M P O R T Colhead1 Colhead2 Colhead3 … R1C1 R1C2 R1C3 … R2C1 R2C2 R2C3 … … … … … Generate attributes1
  • 45. ... C S V I M P O R T Colhead1 Colhead2 Colhead3 … R1C1 R1C2 R1C3 … R2C1 R2C2 R2C3 … … … … … Generate attributes1 Set data types2
  • 46. ... C S V I M P O R T Colhead1 Colhead2 Colhead3 … R1C1 R1C2 R1C3 … R2C1 R2C2 R2C3 … … … … … Generate attributes1 Set data types2
  • 47. ... C S V I M P O R T Colhead1 Colhead2 Colhead3 … R1C1 R1C2 R1C3 … R2C1 R2C2 R2C3 … … … … … Generate attributes1 Boolean Concept Float Integer String Symbol + Set data types2
  • 48. ... C S V I M P O R T Colhead1 Colhead2 Colhead3 … R1C1 R1C2 R1C3 … R2C1 R2C2 R2C3 … … … … … Generate attributes1 ... Set data types2
  • 49. ... C S V I M P O R T Colhead1 Colhead2 Colhead3 … R1C1 R1C2 R1C3 … R2C1 R2C2 R2C3 … … … … … Generate attributes1 ... Set data types2 Generate instances3
  • 50. H T T P : / / M Y C B R - P R O J E C T. N E T
  • 51. TA K E H O M E M E S S A G E
  • 52. TA K E H O M E M E S S A G E • Case-based reasoning is the method 
 of choice whenever you need to 
 compare products and services.
  • 53. TA K E H O M E M E S S A G E • Case-based reasoning is the method 
 of choice whenever you need to 
 compare products and services. • myCBR Workbench provides tools to express similarity knowledge and 
 an environment to test your knowledge model.
  • 54. TA K E H O M E M E S S A G E • Case-based reasoning is the method 
 of choice whenever you need to 
 compare products and services. • myCBR Workbench provides tools to express similarity knowledge and 
 an environment to test your knowledge model. • myCBR SDK lets you easily integrate similarity-based retrieval in your (mobile) applications.
  • 55. A R T I F I C I A L I N T E L L I G E N C E C A S E - B A S E D R E A S O N I N G F O R R E C O M M E N D E R S Y S T E M S P R O F T H O M A S R O T H - B E R G H O F E R , U N I V E R S I T Y O F W E S T L O N D O N , U K Prof Dr Thomas Roth-Berghofer Head of Research Cluster Digital Communities University of West London, United Kingdom thomas.roth-berghofer@uwl.ac.uk T H O M A S . R O T H - B E R G H O F E R @ U W L . A C . U K