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Programming Collective Intelligence

Posted by samzenpus on Wed Apr 16, 2008 11:32 AM
from the the-movies-you-want-to-watch dept.
Joe Kauzlarich writes "In 2006, the on-line movie rental store Netflix proposed a $1 million prize to whomever could write a movie recommendation algorithm that offered a ten percent improvement over their own. As of this writing, the intriguingly-named Gravity and Dinosaurs team holds first place by a slim margin of .07 percent over BellKor, their algorithm an 8.82 percent improvement on the Netflix benchmark. So, the question remains, how do they write these so-called recommendation algorithms? A new O'Reilly book gives us a thorough introduction to the basics of this and similar lucrative sciences." Keep reading for the rest of Joe's review.
Among the chief ideological mandates of the Church of Web 2.0 is that users need not click around to locate information when that information can be brought to the users. This is achieved by leveraging 'collective intelligence,' that is, in terms of recommendations systems, by computationally analyzing statistical patterns of past users to make as-accurate-as-possible guesses about the desires of present users. Amazon, Google and certainly many other organizations, in addition to Netflix, have successfully edged out more traditional competitors on this basis, the latter failing to pay attention to the shopping patterns of users and forcing customers to locate products in a trial and error manner as they would in, say, a Costco. As a further illustration, if I go to the movie shelf at Best Buy, and look under 'R' for Rambo, no one's going to come up to me and say that the Die Hard Trilogy now has a special-edition release on DVD and is on sale. I'd have to accidentally pass the 'D' section and be looking in that direction in order to notice it. Amazon would immediately tell me, without bothering to mention that Gone With The Wind has a new special edition.

Programming Collective Intelligence is far more than a guide to building recommendation systems. Author Toby Segaran is not a commercial product vendor, but a director of software development for a computational biology firm, doing data-mining and algorithm design (so apparently there is more to these 'algorithms' than just their usefulness in recommending movies?). Segaran takes us on a friendly and detailed tour through the field's toolchest, covering the following topics in some depth:
Recommendation Systems
Discovering Groups
Searching and Ranking
Document Filtering
Decision Trees
Price Models
Genetic Programming
... and a lot more

As you can see, the subject matter stretches into the higher levels of mathematics and academia, but Segaran successfully keeps the book intelligible to most software developers and examples are written in the easy-to-follow Python language. Further chapters cover more advanced topics, like optimization techniques and many of the more complex algorithms are deferred to the appendix.

The third chapter of the book, 'Discovering Groups,' deserves some explanation and may enlighten you as to how the book may be of some use in day-to-day software designs. Suppose you have a collection of data that is interrelated by a 'JOIN' in two sets of data. For example, certain customers may spend more time browsing certain subsets of movies. 'Discovering Groups' refers to the computational process of recognizing these patterns and sectioning data into groups. In terms of music or movies, these groups would represent genres. The marketing team may thus become aware that jazz enthusiasts buy more music at sale prices than do listeners of contemporary rock, or that listeners of late-60's jazz also listen to 70's prog, or similar such trends.

Certainly the applications of such tools as Programming Collective Intelligence provides us are broader than my imagination can handle. Insurance companies, airlines and banks are all part of massive industries that rely on precise knowledge of consumer trends and can certainly make use of the data-mining knowledge introduced in this book.

I have no major complaints about the book, particularly because it fills a gap in popular knowledge with no precursor of which I'm aware. Presentation-wise, even though Python is easy to read, pseudo-code is more timeless and even easier to read. You can't cut & paste from a paper book into a Python interpreter anyway. It may 've been more appropriate to use pseudo-code in print and keep the example code on the website (I'm sure it's there anyway).

If you ever find yourself browsing or referencing your algorithms text from college or even seriously studying algorithms for fun or profit, then I would highly recommend this book depending on your background in mathematics and computer science. That is, if you have a strong background in the academic study of related research, then you might look elsewhere, but this book, certainly suitable as an undergraduate text, is probably the best one for relative beginners that is going to be available for a long time.

You can purchase Programming Collective Intelligence from amazon.com. Slashdot welcomes readers' book reviews -- to see your own review here, read the book review guidelines, then visit the submission page.
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  • by 4D6963 (933028) on Wednesday April 16 2008, @11:46AM (#23092466)

    So, the question remains, how do they write these so-called recommendation algorithms?

    For now I'm more interested to know how they quantify these improvements.

    • by Otter (3800) on Wednesday April 16 2008, @12:07PM (#23092752) Journal
      Let's say I have a dataset where 1000 people have each reviewed 20 movies. If I give you a set with five reviews blanked out for each person, how accurately can you predict them from the other 15?
    • by robizzle (975423) on Wednesday April 16 2008, @12:13PM (#23092852)

      Which improvements? The Netflix competition?

      They basically have a large dataset consisting of User, Movie, Rating. Of this set, they split it into two data sets. In the smaller subset they removed the ratings and didn't release these to the public. They didn't modify the larger subset at all. They had cinematch make predictions on the smaller subset (without having been told the real predictions) and use this as the baseline. Next, people that compete in the competition make predictions on the missing data and improvements can be calculated. They calculate the percent improvement as 100 * [Submission's Error] / [Cinematch's Error]

      There are a number of ways to calculate the error but for the Netflix competition they use MASE (Mean Average Squared Error). Basically you take the sum of the squared difference between what was predicted and what the real rating was then divide it by the number of ratings.

      Detailed information can be found on the Netflix Prize rules page [netflixprize.com] and there are a number of good posts on the forums as well.

    • by Gorobei (127755) on Wednesday April 16 2008, @08:45PM (#23098930)
      For now I'm more interested to know how they quantify these improvements.

      Quantification is fun field in itself, and by no means trivial. As other posters have noted, there are many leave-n-out approaches: basically, divide the dataset into a training set and a test set, and rank by how accurately the code predicts the test set given the training set.

      These types of tests are good in that they are easy to understand by the judges and participants. The problem, of course, is that over repeated trials, information about the test set leaks out in the scoring, and the participants slowly overfit their algorithms to the test set based on scoring feedback (in the extreme case, there is no training data, only test data - the winning algorithms are just maps of matched test inputs to correct outputs.)

      Even if you manage to ameliorate this problem (e.g by requiring submission of a function that will be applied to an unknown training set to produce a set of predictions,) there is still the risk that the high scoring functions are not very useful (e.g. predicting someones rating of "The Matrix" is easy and has a low RMS error, but do you even care about error from most peoples rating of "Mr Lucky," most have never heard of it?)

      So, to be really useful, you want your rating (objective) function to be weighted by usefulness from the point of view of your business (e.g. yes, everyone like the current blockbuster, but will John Q Random be happy geting "Bringing Up Baby" instead?) Here, "happy" is defined as maximizing profits for the firm :)

      So, you often a prize with a simple (but wrong) objective function. Then offer the winners a chance a real money if they work on the actual hard problems the firm is facing (this is what we do on Wall St, anyway ;)

    • Re:How is it quantified by 4D6963 (Score:2) Wednesday April 16 2008, @12:50PM
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  • by Jynx77 (974092) on Wednesday April 16 2008, @11:50AM (#23092534)
    I was initially intrigued by reccomendation algorithms. Sadly, it's easy to get them up to a certain point and then almost impossible to make them any better. At least for movies. Netflix rates almost everything between 2.5 to 4 stars. Movies it rates 1 or 2 stars, I wouldn't have considered watching anyways. It never rates anything 5 stars. And for things between 3 and 4 stars, I seem equally as likely to really like a 3 star rated item as I am to not really like a 4 star rated item. So why is Netflix paying a million bucks to change that 3 to a 3.1 or 2.9?
  • Numbers? (Score:2, Informative)

    by drquoz (1199407) on Wednesday April 16 2008, @11:51AM (#23092540)
    The numbers in the summary don't match up with the numbers on Netflix's leaderboard [netflixprize.com]:

    BellKor: 9.08%
    Gravity/Dinosaurs: 8.82%
    BigChaos: 8.80%
  • by abolitiontheory (1138999) on Wednesday April 16 2008, @11:57AM (#23092612)
    How are they defining this %10 improvement? How do they judge it? And how can they get it down to things like %.07. There have to be user test groups involved and I can't believe their that objective. %10 increase in rentals, in click throughs, in user agreement that the recommendations are helpful? What?
  • by Animats (122034) on Wednesday April 16 2008, @11:57AM (#23092618) Homepage

    There are now 35535 entries in the Netflix competition. If they all used roughly the same algorithm, with some randomness in the tuning variables, we'd expect to see results about like what we've seen. I think we're looking at noise here.

    The same phenomenon shows up with mutual funds. Some outperform the market, some don't, but prior year results are not good predictors of future results.

  • I bought this book (Score:5, Informative)

    by iluvcapra (782887) on Wednesday April 16 2008, @12:03PM (#23092698) Homepage

    I was at the Borders and was looking for something to pass the weekend, and I'd been doing some sound effects library work, so I took a look at this.

    It has a lot of statistics; it's essentially a statistics-in-use book , with code examples in Python of all of the algorithms. That said, it makes all of the topics very accessible, and proposes many different ways of solving different wisdom-of-crowds type problems, and gives you enough knowledge so you'd be able to hear someone pitch you their dataset, and you'd be able to say "Oh, you wanna do full-text relevance ranking" or "You need decision tree for that" or "you just want the correlation." The book very much has a sort of statistics-as-swiss-army-knife approach.

    Also, I'm not Pythonic, but I was able to translate all of the algorithms into Ruby as I went, even turning the list comprehensions into the Rubyish block/yield equivalents, so his style is not too idiomatic.

  • by hesaigo999ca (786966) on Wednesday April 16 2008, @12:19PM (#23092944) Homepage Journal
    The problem is where you post your algorithm, if you wait till they are paying for their items ( as at Amazon) where they add in the shopping cart, the people who bought this book also bought this book, or we have a sale, 2 books one of which you have plus this one, for less...

    This can only be done with a shopping cart style, where as Netflickshas to wait for them to select their movie before they can recommend anything, seriously they should partner up with Amazon,
    the people who rented this movie from Netflicks, also bought this book from....lol!
  • "As of this writing" (Score:3, Interesting)

    by Anonymous Coward on Wednesday April 16 2008, @12:37PM (#23093194)
    When was this written? According to the leaderboard, http://www.netflixprize.com//leaderboard BellKor is leading by 0.26 and has been leading for several months.
  • Come on already... (Score:2, Insightful)

    by CopaceticOpus (965603) on Wednesday April 16 2008, @01:51PM (#23094136)

    Among the chief ideological mandates of the Church of Web 2.0...
    Shut. The. Fuck. Up.

    Seriously. It's a trend to create websites with more dynamic and shared content. That's it. No church, no ideology, no 2.0.
  • by hierro (809232) on Wednesday April 16 2008, @02:28PM (#23094516)
    I've read this book, and let me say I found it to be a superb introduction to the topic. It teachs you different methods applicable to a lot of different situations. In fact, after reading it, I decided to build my own social news site [ffloat.it] based on user recommendation. However, I had to research a lot into the field before coming with a good and fast algorithm. That's the only flaw I found in the book, all the algorithms are poorly implemented (altought this may be for the sake of clarity).
  • by Gendor (1148039) on Wednesday April 16 2008, @02:32PM (#23094574)
    I came across this book browsing through Safari Books Online's titles, and was almost halfway through the book before I was able to get hold of an actual copy. While the main focus of the book is on data mining (definitely not only recommendation algorithms, it also shows how Google's PageRank algorithm works, how to mine user data from Facebook and write matching algorithms etc.) it provides a good introduction to pattern recognition in general. It shows you how to write a simple neural network in Python, how to write a Bayes classifier for spam filtering, and even touches on Support Vector Machines (SVMs). What I really love about the book is that everything is explained by means of code examples, with the actual math theory in an appendix for those of us more mathematically inclined. You can literally sit with the book next to the computer and reproduce the code as you go along.
  • by wintermute42 (710554) on Wednesday April 16 2008, @02:46PM (#23094758) Homepage

    The Netflix competition, in principle, is an example of an interesting class of prediction algorithms. There is a lot of good work in academia in this area and on the face of it one might be surprised that no one has beat Netflix yet.

    Unfortunately Netflix restricts the data that can be applied to prediction. You have to use their data which includes only movie title and genre. A much better job could be done if something like the Internet Movie Database were fused with the title selection information. This would allow the algorithm to predict based on actors, directors and detailed genre. For example, I see all movies directed by John Woo. Given that I've seen all of his movies, it's not hard to predict that I'm going to see his next movie.

  • by Infinite Wave (1124173) on Wednesday April 16 2008, @02:47PM (#23094768)
    Could you not just add an extra box on the rating section that asks for the customers mood? Say a box that says rate this film 1-5 stars. Below that a drop down with the most common moods, happy, sad, angry, annoyed. It seems to me a big factor in when you rate a film is your current mood. If your in a good mood your more likely to be forgiving of a film, in a bad mood your going to be critical. This extra information might help you determin the accuracy of a given rating. I'm shure a study could help determin just how much a given mood can effect a rating +/- so many points. Seems to make sense to me but what the hell do I know?
  • by Jimmy King (828214) on Wednesday April 16 2008, @03:30PM (#23095322) Homepage Journal
    All I know about these recommendation algorithms is that they're a bit crazy. I have had The L Word recommended because I liked Alias, 24, and Roswell.

    Of course maybe The L Word is about lesbian alien spies with super powers. Huh. I'm gonna go check it out.
  • I have also read Collective Intelligence. I think I enjoyed it significantly more than the Slashdot reviewer. Here is my review:

    ~~~~

    Have you ever wondered how:

            * Google comes up with its search results
            * Amazon recommends you books/movies/music
            * spam filters decide good from bad

    Well, Toby Segaran not only explains these topics and more in Collective Intelligence, but he does so in a way accessible to software developers that haven't worked on machine-learning problems before. He even provides working Python code for all the algorithms.

    Oh, and Collective Intelligence reads incredibly well. I could not wait to get home and get back to it -- and when I went in to work the next morning, I usually had a new idea or two of how to improve our software. I also started implementing the most important examples in Groovy to make sure I got it.

    If you are a Senior Software Engineer or "better," this is a must-read. Proper application of the algorithms in this book are a great way to simplify your system and avoid getting nickel-and-dimed to death with new ways to prioritize/categorize/slice-and-dice your domain data.
  • by maillemaker (924053) on Wednesday April 16 2008, @12:36PM (#23093166)
    If I had to choose whether to be my million bucks on some cushy grant-wallowing researchers or some hungry self-motivated code geeks, I'd pick the latter.

  • by strangeattraction (1058568) on Wednesday April 16 2008, @12:43PM (#23093252)
    Silly. What they are doing is smart. The grad school can compete and win the money if it chooses. In the event the University or the greedy code geeks fail to produce it cost Netflix nothing. With your thinking it cost them money whether results are produced or not. I guess that is why you do not run Netflixs:)
  • by Sommelier (243051) on Wednesday April 16 2008, @01:08PM (#23093590)

    A million dollars? This is what happens when business people dabble in science. Artificial Intelligence grad students and professors have been studying these kinds of problems for decades.

    I think that is the point - academia has been studying this for decades and has yet to produce meaningful results. I'm not saying that universities haven't contributed their fair share of technological advances through the years, but doing so in a practical and timely manner isn't exactly what they're known for. When business and/or money gets thrown into the mix, the pace of progress tends to rapidly accelerate.

    X Prize Foundation [xprize.org]
    Millennium Problems [claymath.org]
    2008 Templeton Prize [nytimes.com]

    Netflix could have saved a boatload of money by throwing some cash at a university with an established AI group and asking them to research the current state-of-the-art

    According to the Netflix site [netflixprize.com] there are currently 35558 contestants on 29326 teams from 170 different countries. They could have thrown any amount of money at any university and still not received the kind of effort they've seen to date. I'd say their million dollars is money well spent.
  • by Eivind Eklund (5161) on Wednesday April 16 2008, @02:04PM (#23094260) Journal
    I believe you're missing the point: Netflix has a solution that is about as good as the best previous published work, and have done tweaking of it. They are well aware of the published work.

    This is an attempt to bring out new solutions.

    Eivind.

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