Web Adaptation and Personalization Marios Belk Outline Overview - - PowerPoint PPT Presentation

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Web Adaptation and Personalization Marios Belk Outline Overview - - PowerPoint PPT Presentation

EPL344 Internet Technologies Web Adaptation and Personalization Marios Belk Outline Overview and Importance of Personalization in Interactive Systems Architectural Overview of Human-centered Adaptive Interactive Systems User


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Marios Belk

EPL344 – Internet Technologies

Web Adaptation and Personalization

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Outline

  • Overview and Importance of Personalization in Interactive

Systems

  • Architectural Overview of Human-centered Adaptive

Interactive Systems

  • User Modeling Factors, User Data Collection Methods and

User Model Generation

  • Personalization Categories
  • Adaptation Technologies
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Suggested Readings

Recommended Books

  • Germanakos, P., Belk, M. (2016). Human-Centred Web

Adaptation and Personalization - From Theory to Practice. Human-Computer Interaction Series, Springer, doi: 10.1007/978-3-319-28050-9

  • Brusilovski, P., Kobsa, A., Nejdl, W. (2007). The Adaptive

Web: Methods and Strategies of Web Personalization, Springer, doi: 10.1007/978-3-540-72079-9

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Suggested Readings

Related Conferences and Journals

  • User Modeling and User-Adapted Interaction (UMUAI): The Journal of

Personalization Research, Springer

  • User Modeling, Adaptation and Personalization (UMAP), ACM Press
  • Intelligent User Interfaces (IUI), ACM Press
  • Recommender Systems (RecSys), ACM Press
  • Human Factors in Computing Systems (CHI), ACM Press
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Introduction

User Modeling, Adaptation and Personalization

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1 3 2 3 out of 40

Paradigm Shifts of Interactive Systems

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One-size-fits-all vs. Personalization

  • Ineffective practice of usability in today’s interactive systems, they do

not naturally embed the users’ characteristics in the design process

  • Ignores the fact that users are different

different characteristics

develop different structural and functional mental models

need individual scaffolding

  • It is necessary to understand in depth the interdependencies among the user

characteristics and the tasks taking place during user interactions

Personalization Systems offer an alternative by adapting content, and functionality according to the users’ unique characteristics, in order to improve efficiency, effectiveness and user experience

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100 200 300 400 500 600 700 800 900 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Number of Hosts

Millions

Year

5 out of 40

Evolution of Internet Usage and Adaptive Interactive Systems

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Historical Perspective of Adaptive Interactive Systems

Adaptive Hypertext and Hypermedia (early 1990s)

  • Researchers from the hypertext and hypermedia community recognized the

drawbacks of static hypermedia in a variety of application areas

  • Explored ways to adapt content presentation and functionality of such systems to

the needs of individual users Adaptive Web (mid-1990s)

  • Exponential increase of users and information on the World Wide Web
  • Need to provide adapted and personalized content to the heterogeneous needs

and preferences of users became

  • The Adaptive Hypermedia community used the World Wide Web as an attractive

and challenging platform for applying their research

  • Since then, the majority of research on adaptive interactive systems has been

applied on it

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Interdisciplinary Field

  • Early 1990s: Hypertext and Hypermedia Community
  • Today: Attracts many researchers from different communities

User modeling

Machine learning

Natural language generation

Information retrieval

Intelligent tutoring systems

Affective computing

Cognitive science

Web-based education

  • Popular areas

Information retrieval: find documents that are most relevant to user interests and then to

  • rder them by the perceived relevance

Intelligent tutoring systems: select educational activities and deliver individual feedback that is most relevant to the user’s level of knowledge

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User Modeling, Adaptation and Personalization

ACM UMAP – User Modelling, Adaptation and Personalization Conference (http://um.org)

  • The premier international conference for researchers and practitioners

working on systems that adapt to individual users, to groups of users, and that collect, represent, and model user information

  • ACM UMAP is the successor to the biennial User Modeling and Adaptive

Hypermedia and Adaptive Web-based Systems conferences that were merged in 2009

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User Modeling, Adaptation and Personalization

Related Journal

  • User Modeling and User-Adapted Interaction - UMUAI

(http://www.umuai.org) is one of the journals mostly related to UMAP which provides an interdisciplinary forum for the dissemination of novel

  • riginal research results about interactive computer systems that can be

adapted or adapt themselves to their current users, and on the role of user models in the adaptation process. Other Related Conferences

  • Intelligent User Interfaces - IUI (http://iui.acm.org)
  • Artificial Intelligence in Education - AIED

(https://link.springer.com/conference/aied)

  • Recommender Systems - RecSys (https://recsys.acm.org)
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Adaptation Component User Modeling Component

videos images text Decision Making & Adaptation Mechanisms Adaptive User Interface Usability User Experience

7 out of 40

High-level AIS Architecture

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Why? Adaptation Goals Where? Application areas To what? User features What? Adaptation effects Conceptual Level

  • f an AIS

Example Where: Educational Who: 1st year Students Why: Learn effectively To What: Knowledge When: Recognize invalid user behavior What: Additional explanations How: Track progress of the user for user knowledge modeling and expand content explanations

How? Implementation techniques Who? Target user group When? Initiate adaptation

Conclusive Framework for Defining an AIS

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Collect data about the user Create and maintain a user model

Name: Anna Gender: Female Age: 19 Profession: 1st year CS student Bought: Matrix Revolutions Movie Navigation behaviour data (e.g., time spent on pages, ratings on products) … Interests: Like Sci-fi movies Individual traits: Imager cognitive style … Content level adaptation Provide more images Link level adaptation Recommend new Sci-fi movies

Adaptive technology

user modeling deals with

what information represents the user in a particular context and how to learn and represent this information

adaptation deals with what

adaptation types and mechanisms need to be performed and how to communicate them to the adaptive user interface improve its usability and user experience

8 out of 40

Personalization Process Paradigm

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  • ISO 9241-11 definition for Usability:

“the extent to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency, and satisfaction in a specified context of use”

Usability is focused so that a task is carried out successfully

  • ISO 9241-210 defines User Experience (UX) as:

“a person's perceptions and responses that result from the use or anticipated use

  • f a product, system or service”

Extends traditional task-based analysis and evaluation

Focuses on aesthetic and affective aspects (e.g., thoughts, feelings) that result through user interaction

33 out of 40

Usability and User Experience (UX)

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Interaction Design

Context of use Context of use

Human Factors Usability

  • Example:

3D Game

  • Visual Design
  • Sound Design
  • Content
  • Focus on aesthetics,

feelings

  • What happens if we

remove sound? –

ATM machine

  • Usability
  • Carry out task

successfully without being frustrated

  • Aesthetics come to

second priority

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Factors affecting the User Experience

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Adaptive Hypermedia Web Personalization User Experience User Modeling

Context of Use

Study the effect of content adaptation

  • n User Experience
  • What content?
  • How to present?

Study evaluation methodologies

  • How to evaluate UX in

AIS

  • Measures for adaptivity

success Define User Experience factors of a specific application area Which parameters are significant enough to be incorporated in user modelling? How to optimize existing adaptation mechanisms (e.g., collaborative filtering) and user modeling mechanisms (e.g., soft computing) to provide better results How to represent user models and content? (e.g., study semantics) How to create a global, scalable and open adaptive interactive system architecture? Study the effect of specific user factors

  • n User Experience design

Research in Adaptive Interactive Systems

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Principles

Processes and techniques for adaptation and personalization of interactive systems

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User Model

  • The user model is a representation of information about an

individual user that is essential for an Adaptive and Interactive Systems to provide the adaptation effects

  • Dynamicity factors

– Static models vs. Dynamic models

  • Modelled User Features:
  • A. Knowledge
  • B. Interests
  • C. Individual Traits
  • D. Context of use
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User Modeling Mechanisms

  • User information collection

– Explicitly

  • e.g., direct input via Web forms
  • online questionnaires
  • psychometric tests

– Implicitly

  • e.g., infer information (e.g., interests) about the user through his/her

browsing activity

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User Model Generation

Extract knowledge from the navigation behaviour of users on the Web with specific data analysis techniques Data Collection Data Pre-processing

Gather users’ browsing history and activity through log files, agents, proxy servers, etc.

Pattern discovery

Server-side data Client-side data

i) Data filtering ii) User identification iii) User session identification i) Clustering or Fuzzy Clustering ii) Classification (e.g., Neural Networks) iii) Association Rules

Knowledge Post- processing

i) Reports ii) Extract user models and provide them as input to the Adaptation mechanism

Adaptation Mechanism & Decision Making

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What to Adapt? - Interactive System Architecture

Interactive Systems Information Architecture Functionality Content Content Presentation Content Navigation

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Adaptation Technologies

An important adaptation issue is which visible features of the system can be adapted by a particular technique

Content-level adaptation

Adapt the hypermedia elements (or content fragments) of a node

Link-level adaptation

Adapt the presentation of hyperlinks within a node in order to support user navigation in the hyperspace

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Adaptation Mechanisms

  • Implementation mechanisms to provide adaptation effects on

the user interface based on the user model

  • Main adaptation mechanisms

– Basic adaptation mechanisms – User Customization – Rule-based mechanisms – Content-based mechanisms – Collaborative-based mechanisms

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  • ISO 9241-11 definition for Usability:

– “the extent to which a product can be used by specified users to

achieve specified goals with effectiveness, efficiency, and satisfaction in a specified context of use”

– Usability is focused so that a task is carried out successfully

  • ISO 9241-210 defines User Experience (UX) as:

– “a person's perceptions and responses that result from the use or

anticipated use of a product, system or service”

– Extends traditional task-based analysis and evaluation – Focuses on aesthetic and affective aspects (e.g., thoughts,

feelings) that result through user interaction

33 out of 40

Usability and User Experience (UX)

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Adaptive Interactive Systems from a Usability Perspective

Usability Methods for measuring usability, propose guidelines for usability, evaluation methodologies Adaptive Interactive System Methods and techniques for User modeling and Adaptation achieve specified goals with effectiveness, efficiency, and satisfaction Application Layer User Information Context Information Tasks

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Usability Issues in Adaptive Interactive Systems

  • What is a fair comparison condition for adaptive systems?

– Adaptive Vs. Non-adaptive – Difficult in the case where the system relies on adaptation (e.g.,

recommender systems)

  • How to switch off the adaptation mechanism?