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1 CNI 2005 Fall Briefing TechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor, Sean M. McNee, John T. Butler GroupLens Research Project and University Libraries University of Minnesota

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Page 1: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

1CNI 2005 Fall Briefing TechLens

TechLens:  Exploring the Use of Recommenders to Support

Users of Digital Libraries

Joseph A. Konstan, Nishikant Kapoor,

Sean M. McNee, John T. Butler

GroupLens Research Project and University Libraries

University of Minnesota

Page 2: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

2CNI 2005 Fall Briefing TechLens

Introduction

Challenges and Opportunities large digital collections of uneven quality and scope

continuing trend towards out-of-library usage of library collections

extensive collections of metadata citations and other linkage data (published and personally collected)

venue data expectations of personal service

increased prevalence of personalization

Page 3: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

3CNI 2005 Fall Briefing TechLens

Recommenders

Tools to help identify worthwhile stuff Filtering interfaces

E-mail filters, clipping servicesSchedulable current awareness searches

Recommendation interfacesSuggestion lists, “top-n,” offers and promotions

Prediction interfacesEvaluate candidates, predicted ratings

Page 4: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

4CNI 2005 Fall Briefing TechLens

Amazon.com

Page 5: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

5CNI 2005 Fall Briefing TechLens

Wine.com Seeking

Page 6: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

6CNI 2005 Fall Briefing TechLens

Cdnow album advisor

Page 7: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

7CNI 2005 Fall Briefing TechLens

CDNow Album advisor recommendations

Page 8: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

8CNI 2005 Fall Briefing TechLens

Classic CF

C.F. Engine

Ratings Correlations

Page 9: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

9CNI 2005 Fall Briefing TechLens

Submit Ratings

C.F. Engine

Ratings Correlations

ratings

Page 10: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

10CNI 2005 Fall Briefing TechLens

Store Ratings

C.F. Engine

Ratings Correlations

ratings

Page 11: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

11CNI 2005 Fall Briefing TechLens

Compute

C.F. Engine

Ratings Correlations

pairwise corr.

Page 12: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

12CNI 2005 Fall Briefing TechLens

Request Recommendations

C.F. Engine

Ratings Correlations

request

Page 13: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

13CNI 2005 Fall Briefing TechLens

Identify Neighbors

C.F. Engine

Ratings Correlations

find good …

Neighborhood

Page 14: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

14CNI 2005 Fall Briefing TechLens

Select Items; Predict Ratings

C.F. Engine

Ratings CorrelationsNeighborhood

predictionsrecommendations

Page 15: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

15CNI 2005 Fall Briefing TechLens

Understanding the Computation

Hoop Dreams

Star Wars

Pretty Woman

Titanic Blimp Rocky XV

Joe D A B D ? ? John A F D F Susan A A A A A A Pat D A C Jean A C A C A Ben F A F Nathan D A A

Page 16: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

16CNI 2005 Fall Briefing TechLens

Hoop Dreams

Star Wars

Pretty Woman

Titanic Blimp Rocky XV

Joe D A B D ? ? John A F D F Susan A A A A A A Pat D A C Jean A C A C A Ben F A F Nathan D A A

Understanding the Computation

Page 17: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

17CNI 2005 Fall Briefing TechLens

Hoop Dreams

Star Wars

Pretty Woman

Titanic Blimp Rocky XV

Joe D A B D ? ? John A F D F Susan A A A A A A Pat D A C Jean A C A C A Ben F A F Nathan D A A

Understanding the Computation

Page 18: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

18CNI 2005 Fall Briefing TechLens

Hoop Dreams

Star Wars

Pretty Woman

Titanic Blimp Rocky XV

Joe D A B D ? ? John A F D F Susan A A A A A A Pat D A C Jean A C A C A Ben F A F Nathan D A A

Understanding the Computation

Page 19: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

19CNI 2005 Fall Briefing TechLens

Hoop Dreams

Star Wars

Pretty Woman

Titanic Blimp Rocky XV

Joe D A B D ? ? John A F D F Susan A A A A A A Pat D A C Jean A C A C A Ben F A F Nathan D A A

Understanding the Computation

Page 20: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

20CNI 2005 Fall Briefing TechLens

Hoop Dreams

Star Wars

Pretty Woman

Titanic Blimp Rocky XV

Joe D A B D ? ? John A F D F Susan A A A A A A Pat D A C Jean A C A C A Ben F A F Nathan D A A

Understanding the Computation

Page 21: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

21CNI 2005 Fall Briefing TechLens

Hoop Dreams

Star Wars

Pretty Woman

Titanic Blimp Rocky XV

Joe D A B D ? ? John A F D F Susan A A A A A A Pat D A C Jean A C A C A Ben F A F Nathan D A A

Understanding the Computation

Page 22: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

22CNI 2005 Fall Briefing TechLens

First Steps …

• Established that citation web data can be used to effectively rate/recommend research papers

• Developed and evaluated a demonstration recommender to recommend additional citations for an existing paper (using its references) original demo used CiteSeer this version uses ACM digital library

Page 23: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

23CNI 2005 Fall Briefing TechLens

DL Recs

C.F. Engine

Ratings Correlations

Page 24: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

24CNI 2005 Fall Briefing TechLens

DL Recs

C.F. Engine

Ratings Correlations

Votes

Page 25: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

25CNI 2005 Fall Briefing TechLens

DL Recs

C.F. Engine

Ratings Correlations

Votes

Page 26: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

26CNI 2005 Fall Briefing TechLens

DL Recs

C.F. Engine

Ratings Correlations

Votes

Page 27: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

27CNI 2005 Fall Briefing TechLens

DL Recs

C.F. Engine

Ratings Correlations

Votes

Request

Page 28: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

28CNI 2005 Fall Briefing TechLens

DL Recs

C.F. Engine

Ratings Correlations

Votes

Request

Page 29: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

29CNI 2005 Fall Briefing TechLens

DL Recs

C.F. Engine

Ratings Correlations

Votes

Request

Recommendations

Page 30: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

30CNI 2005 Fall Briefing TechLens

Demonstration #1

Steps Select user Select paper Select algorithm See recommendations

Page 31: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

31CNI 2005 Fall Briefing TechLens

What We Found

Results published in McNee et al. (CSCW 2002): Yes, we can make recommendations this way!

offline analysis showed that best algorithms could find half of recommendable withheld references in top 10, ¾ in top 40 recs

online experiments showed best algorithms gave recommendations more than half of which were relevant, and more than half of which were novel

Users like it! more than half of users felt useful (1/4 to 1/3 said not)

1-2 good recs out of 5 seemed sufficient for use Different algorithms have different uses

Further exploration in Torres et al. (JCDL 2004)

Page 32: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

32CNI 2005 Fall Briefing TechLens

Phase II

Shifted our focus to ACM Digital Library

Greater exploration of user tasks: awareness services keeping track of a community

More automation find own bibliography from citations find collaborators

Thinking about “researcher’s desktop”

Page 33: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

33CNI 2005 Fall Briefing TechLens

Demonstration #2

Steps: identify self see automated collections of citations and collaborators

show how to use collections for recommendation

Page 34: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

34CNI 2005 Fall Briefing TechLens

Moving Forward

Collaboration Computer Scientists (HCI, recommenders) Librarians (field work, domain expertise, “real-life” service deployment)

Research methods Offline data gathering and feasibility studies

Online pilots and controlled experiments Online field studies (including random-assignment studies)

Page 35: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

35CNI 2005 Fall Briefing TechLens

What’s Next?

Short-Term Efforts Task-specific recommendation Understanding personal bibliographies

Privacy issues

Longer-Term Efforts Toolkits to support librarians and other power users

Exploring the shape of disciplines Rights issues

Page 36: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

36CNI 2005 Fall Briefing TechLens

Task-Specific Recommendations

Many different user needs awareness in area of expertise find specific work in area of expertise

explore peripheral or new area find people with relevant expertise

reviewers, program committees, collaborators

reading list for students, newcomersindividuals or groups

Different algorithms fulfill different needs

Page 37: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

37CNI 2005 Fall Briefing TechLens

User Model Add any from:

CitationsAuthorsKeywordsTaxonomyAbstracts Full TextVenue

Recommendation Generator

ResultsChoose any:

CitationsAuthorsKeywordsTaxonomyVenue

Generic DL Recommendation Model

Data Repository

Info Need & Context

Rec. Algorithm

Filters

Rec. TuningEnd-UserPower-User

Tuning feedback

Page 38: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

38CNI 2005 Fall Briefing TechLens

Personal Bibliographies

Working with RefWorks to explore bibliographies maintained by library users: how resolvable is personally-managed bibliographic data?

where does data come from (import/type) and is there sufficient quality control?

depth and span of bibliographies suitability for recommenders

Page 39: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

39CNI 2005 Fall Briefing TechLens

Privacy Issues

Anything involving personal bibliographies, library usage is extremely sensitive what can we do with minimal personal data (e.g., explicit queries)? can we identify particularly sensitive cases?

can we de-personalize data for collaborative applications?

for what benefits will users give informed consent to use private data?

feasibility/efficacy of ratings in library domain

Page 40: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

40CNI 2005 Fall Briefing TechLens

The Toolkit

What would it take to support complex requests? Help me assemble a collection of the 20 papers in molecular biology that have been most influential in other sciences

Help me assemble a committee of leading humanists who together span a collection of fields and have collaborated with most of the leaders of those fields

A new dimension of service for expert librarian

Page 41: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

41CNI 2005 Fall Briefing TechLens

Describe a Discipline

Can we build automated tools to: identify the most important conferences and journals for a field?

identify the most important papers?seminal work from other fieldsseminal work that established this fieldnew work of particular influence

identify trends in topic? identify hubs of activity?

Page 42: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

42CNI 2005 Fall Briefing TechLens

Rights Issues

Not our core expertise, but … rights issues are critical, particularlyuse of metadata, including abstractspossible future use of reviews

also important to understand and educate authors on future uses of their workeverything from rating systems to plagiarism detection

Page 43: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

43CNI 2005 Fall Briefing TechLens

Discussion

Issues of your choice, or: privacy issues – are these a show-stopper?

will these tools change the nature of scholarship? is it already changing?can I cite each member of the program committee?

what will it take to demonstrate the value of such tools?

pragmatic issues of interoperability

Page 44: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

44CNI 2005 Fall Briefing TechLens

Our Thanks

• GroupLens Research Group• U of M Libraries• NEC Research, ACM, RefWorks• NSF Grants: DGE 95-54517, IIS 96-13960, IIS 97-34442, IIS 99-78717, and IIS 01-02229 (and we hope more to come!)

• All the colleagues who’ve given us feedback along the way

• Our research subjects/users

Page 45: 1 CNI 2005 Fall BriefingTechLens TechLens: Exploring the Use of Recommenders to Support Users of Digital Libraries Joseph A. Konstan, Nishikant Kapoor,

45CNI 2005 Fall Briefing TechLens

TechLens:  Exploring the Use of Recommenders to Support

Users of Digital Libraries

Joseph A. Konstan, Nishikant Kapoor,

Sean M. McNee, John T. Butler

GroupLens Research Project and University Libraries

University of Minnesota