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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Extracting context data from user reviews for recommendation: A Linked Data approach</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Pedro G. Campos</string-name>
          <email>pgcampos@ubiobio.cl</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Nicolás Rodríguez-Artigot</string-name>
          <email>nic.rodriguez@estudiante.uam.es</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Iván Cantador</string-name>
          <email>ivan.cantador@uam.es</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Departamento de Ingeniería Informática, Universidad Autónoma de Madrid</institution>
          ,
          <addr-line>28049 Madrid</addr-line>
          ,
          <country country="ES">Spain</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Departamento de Ingeniería Informática, Universidad Autónoma de Madrid</institution>
          ,
          <addr-line>28049 Madrid</addr-line>
          ,
          <country country="ES">Spain</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Departamento de Sistemas de Información, Universidad del Bío-Bío</institution>
          ,
          <addr-line>4081112 Concepción</addr-line>
          ,
          <country country="CL">Chile</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>In this paper we describe a novel approach to extract contextual information from user reviews, which can be exploited by context-aware recommender systems. The approach makes use of a generic, large-scale context taxonomy that is composed of semantic entities from DBpedia, the core ontology and knowledge base of the Linked Data initiative. The taxonomy is built in a semi-automatic fashion through a software tool which, on the one hand, automatically explores DBpedia by online querying for related entities and, on the other hand, allows for manual adjustments of the taxonomy. The proposed approach performs a mapping between words in the reviews and elements of the taxonomy. In this case, our tool also allows for the manual validation and correction of extracted context annotations. We describe the taxonomy creation process and the developed tool, and further present some preliminary results regarding the effectiveness of our approach.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. INTRODUCTION</title>
      <p>
        In addition to the users’ preferences –i.e., tastes and interests–,
Context-Aware Recommender Systems (CARS) exploit
information about the circumstances under which the users (prefer
to) interact with items, such as the time of the day, the day of the
week, the weather conditions, and the users’ location, mood, and
social companion. Studies have shown that contextual conditions
may have an important, positive effect on the usefulness of
recommended items [
        <xref ref-type="bibr" rid="ref20">20</xref>
        ] and, in fact, providers have reported a
consistent performance improvement when context information is
taken into account [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].
      </p>
      <p>
        Despite these benefits, CARS are not used extensively. This is
mainly due to the lack of available context data associated with
user preferences, and the difficulty and cost to obtain it.
The simplest method to acquire context data in a recommender
system consists of asking the user to explicitly state the contextual
conditions as she interacts with the system items [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. In general,
however, users are not willing to provide such information
because of a desire for unobtrusiveness, concerns on privacy
issues, or simply the time and effort required to provide their
feedback. Avoiding asking the user, another way to obtain context
data is by means of physical sensors, which e.g. provide periodic
records of timestamps, location coordinates, and temperature
measures. Nowadays, these sensors are very common in mobile
devices, but the data they generate have to be continuously
processed and transformed into context representations
appropriate for CARS.
      </p>
      <p>ComplexRec 2017, Como, Italy.
2017. Copyright for the individual papers remains with the authors. Copying
permitted for private and academic purposes. This volume is published and
copyrighted by its editors. Published on CEUR-WS, Volume 1892.</p>
      <p>
        An alternative technique is to identify and extract contextual
information from freely given user generated contents, such as
product reviews in e-commerce sites, opinion articles in web
blogs, and personal posts in online social networks. Among these
types of user generated contents, text reviews have been the most
investigated for recommendation purposes [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ][
        <xref ref-type="bibr" rid="ref12">12</xref>
        ][
        <xref ref-type="bibr" rid="ref14">14</xref>
        ].
In general, previous work on CARS has been restricted to a
limited number of predefined, static context dimensions and
values, assuming that context is fully observable [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. In this paper,
in contrast, we present a novel approach to extract contextual
information from user reviews, under the premise that the context
dimensions and values are many and unknown a priori, and may
change over time, implying that context is partially observable.
Our approach makes use of a generic, large-scale context
taxonomy that is composed of semantic entities –i.e.,
classes/categories and individuals/instances– from DBpedia [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ],
the Wikipedia ontology and core knowledge base of the Linked
Data1 initiative. The taxonomy is built in a semi-automatic fashion
through a software tool which, on the one hand, automatically
explores DBpedia by online querying for related entities and, on
the other hand, allows for manual adjustments of the taxonomy
(Section 2).
      </p>
      <p>By means of natural language processing techniques and
resources, the proposed approach performs a mapping between
words in the reviews and the categories and instances in the
taxonomy (Section 3). In this case, our tool also allows for the
manual validation and correction of extracted context annotations.
We present some preliminary results regarding the effectiveness
of our approach on a well-known dataset of Amazon reviews for
products in three domains, namely books, movies and music
(Section 4).</p>
    </sec>
    <sec id="sec-2">
      <title>2. CONTEXT TAXONOMY</title>
      <p>
        To identify context information in user reviews through the
proposed approach, we first need a definition of context
dimensions (a.k.a. context categories or context variables) and
their respective values. As noted in [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], the context dimensions
usually have a hierarchical structure, and thus can be modeled by
means of a taxonomy. This is, in fact, the most common context
representation followed in the literature [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].
      </p>
      <p>Different to existing approaches, where small and
domaindependent context are used, in this paper we advocate for the use
of a generic (i.e., domain-independent), large-scale and adjustable
context taxonomy. By counting with such taxonomy, it would be
possible to extract and exploit context information in different
domains, not being limited to recommendation purposes.</p>
      <sec id="sec-2-1">
        <title>1 Linked Data, http://linkeddata.org</title>
        <p>
          Since building from scratch, adapting and keeping updated this
taxonomy manually would be highly costly, we propose to make
use of collaboratively created, consensual and up-to-date
repositories available on the Web. In particular, we propose to use
Semantic Web-based repositories published in Linked Data [
          <xref ref-type="bibr" rid="ref7">7</xref>
          ], and
more specifically, DBpedia [
          <xref ref-type="bibr" rid="ref15">15</xref>
          ], a multi-domain ontology and
knowledge base created from the structured data of Wikipedia.
An important characteristic of DBpedia is that a large amount of
its data is expressed using the SKOS (Simple Knowledge
Organization System) vocabulary, a W3C standard model for
taxonomies. By means of SKOS relations, it is possible to traverse
related DBpedia categories in a hierarchical (i.e.,
categorysubcategory) fashion. Selecting appropriate “root” categories in
DBpedia (e.g., dbc:Places2 for locations), and iteratively
traversing subcategories –under certain restrictions–, our method
automatically builds the target taxonomy, e.g., establishing that
and dcb:Landforms are
dbc:Buildings_and_structures
subcategories of dbc:Places.
        </p>
        <p>We surveyed previous work regarding context modeling with the
aim of identifying the context dimensions considered in the
literature. For each of the identified dimensions, we searched for
representative DBpedia categories as root categories of the
taxonomy. Next, our approach iteratively performs online queries
to DBpedia for acquiring subcategories that are included in the
taxonomy. To assist the process, we developed a software tool
that allows browsing and modifying the taxonomy, as well as
establishing the criteria that determine which (sub)categories
represent context.</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>2.1 Building the context taxonomy</title>
      <p>In the literature, there are several context modeling proposals,
particularly in the area of pervasive and ubiquitous computing.
Revising published work, we found that a major approach for
context modeling is the use of taxonomies/ontologies. Table 1
summarizes some important context modeling approaches, briefly
describing the context categories they consider. Based on the
analyzed models, we decided to include four major context
dimensions, namely Location, Time, Environmental, and Social
contexts, which will have a variety of context categories. Table 2
shows the DBpedia categories selected as the root taxonomy
categories for each of the above contexts.</p>
      <sec id="sec-3-1">
        <title>2 dbc: is a prefix that stands for</title>
        <p>http://dbpedia.org/resource/Category:
A two-level context ontology model, with a generic level and a
domain-specific level
Basic context descriptors: User, Resource, Location, Service,
Activity, Device, Network
Instantiating the W4 model components: Who, What, Where, When
As contextual components, Where is associated to the location of the
fact (What) performed by the subject (Who), and Where refers to the
time or time range associated to the fact.</p>
        <p>
          Mapping between the 5W1H model components –Who, What,
[
          <xref ref-type="bibr" rid="ref13">13</xref>
          ] Where, When, Why, How– to context items, e.g., Role, Action,
        </p>
        <p>Status, Location, Time, Goal
It is important to note that DBpedia allowed us to retrieve not only
related, more specific categories by means of the skos:broader
property, but also instances/individuals of the categories by means
of the dct:subject property. Thus, the gathered vocabulary in
the context taxonomy goes beyond the category names.
As illustrative examples, for the case of Location context and its
root category dbc:Wheeled_vehicles, our approach identified
the subcategories dbc:Automobiles and dbc:Buses, among
others. For the subcategory dbc:Automobiles, it also acquired
instances such as dbr:Automobile3, dbr:Car, and dbr:Motorcar,</p>
      </sec>
      <sec id="sec-3-2">
        <title>3 dbr: is a prefix that stands for</title>
        <p>as well as particular vehicles, e.g. dbr:Ferrari_F40 (belonging
to subcategories like dbc:1990s_automobiles and dbc:Coupes).
Our tool provides a Context Taxonomy Editor, shown in Figure 1
(left), which browses the taxonomy, and allows the user for
expanding and removing any of its categories (and corresponding
subcategories and instances) by online querying DBpedia. It also
allows for establishing criteria that the category names have to be
satisfied to be explored or discarded by our approach. Specifically,
it lets defining syntactic patterns “starts with”, “contains” and “ends
with” to explore/discard the categories whose names respectively
start with, contain, and end with certain text; for instance, expanding
those categories whose names end with the suffix _transport, like
dbc:Road_transport and dbc:Rail_transport (which are
subcategories of dbc:Transport_by_mode, the root category of the
Location context). Moreover, the tool allows for setting the
maximum depth of the taxonomy.</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>2.2 Enriching the context taxonomy</title>
      <p>
        After navigating through the built taxonomy, we observed that
there exist words describing context that were not represented as
either categories or instances of the taxonomy. We realized that,
in many cases, such words were synonyms of already included
categories/instances. For this reason, we decided to enrich the
taxonomy with such synonyms. Specifically, we obtained them
from the well-known WordNet English lexical database [
        <xref ref-type="bibr" rid="ref19">19</xref>
        ].
We also detected that some morphological derivations of certain
words describing context were not included in the taxonomy, but
were DBpedia entities that could be retrieved via the
dbo:wikiPageRedirects property, e.g., dbr:Happy redirects to
dbr:Happiness. We thus further enriched the taxonomy with
entities redirected by those already included in it. Table 3 shows
the number of categories and instances of the final taxonomy.
      </p>
      <p>Table 3. Statistics of the built taxonomy
9591
2560
16729
http://dbpedia.org/resource/
modified by a first-person possessive determiner, my or our, and the
sentences that have a noun phrase composed by a preposition for, to
or with followed by a first-person personal pronoun, me or us.
On each selected sentence, we first extracted candidate (simple or
compound) words that may represent contextual conditions. The
words used by users for describing context are nouns –e.g.,
evening, Saturday, restaurant, wife–, and some adjectives –e.g.,
sunny, cold, happy, nervous. Again, we used CoreNLP, and
specifically its Part-Of-Speech tagger, to obtain the above words.</p>
    </sec>
    <sec id="sec-5">
      <title>3.2 Mapping words to context categories</title>
      <p>
        For every candidate word, our approach establishes whether or not
the word matches certain category of the context taxonomy. In
positive cases, as explained below, it generates scores that reflect
the relatedness between the words and the matched categories. The
resultant (word, category, score) tuples will be the context
annotations of the input reviews. The process is done as follows.
For a fast identification of matches between review words and
taxonomy categories, we took advantage of Apache Lucene4, a
well-known information retrieval software library. Hence, before
performing any word-category matching, we used Lucene to create
a search index for the context taxonomy. Specifically, for each
taxonomy category, we created a text document containing the
name of the category, the names of the instances in the category,
and the synonyms of the category. We then added such document
into the index. In this way, given a candidate word as input, a search
in the Lucene index returns a ranked list of documents containing
the word, i.e., a ranked list of categories related to the word.
In order to deal with morphological derivations –e.g. singular and
plural forms of a word–, and user misspellings or deliberated word
modifications –e.g. repeating the last vowel of a word as emphasis–,
the words to be indexed were first lemmatized. For this reason, to
effectively map a word with its corresponding context category, we
further analyzed the document words retrieved by Lucene and to be
compared with the queried candidate words. Specifically, for such
pairs of words, (!, !), we computed the Damerau-Levenshtein
distance [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ][
        <xref ref-type="bibr" rid="ref16">16</xref>
        ], which measures the edit distance between two
strings considering the minimum number of insertions, deletions,
substitutions or transpositions of characters required to transform
one string into the other. If the computed distance was lower or
equal than certain threshold, then the similarity between the words
was calculated as sim (!, !) = ( − 2 ∗ )/, where  is the
Damerau-Levenshtein distance between ! and !, and  =
min length ! , length ! . The category with the most similar
word to the candidate was chosen as the annotated context variable,
and the candidate word and its similarity were respectively taken as
the context value and score of the annotation.
      </p>
    </sec>
    <sec id="sec-6">
      <title>4. EXPERIMENTS</title>
      <p>
        To preliminary assess the correctness of the context annotations
generated by our approach, and their potential utility for
recommendation, we conducted two experiments, namely a manual
validation of annotations, and an offline evaluation of a
state-of-theart context-aware recommendation model fed with the annotations.
In both experiments, we used part of the Amazon reviews dataset5
published in [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ], whose data span a period of 18 years, including
~34.69 million text reviews (and corresponding 1-5 scale ratings)
up to March 2013, provided by ~6.64 million users for ~2.44
      </p>
      <sec id="sec-6-1">
        <title>4 Apache Lucene information retrieval software library,</title>
        <p>http://lucene.apache.org</p>
      </sec>
      <sec id="sec-6-2">
        <title>5 Amazon reviews dataset,</title>
        <p>http://snap.stanford.edu/data/web-Amazon.html
DBpedia categories</p>
        <p>574 DBpedia instances
Category WordNet synonyms 846 Instance WordNet synonyms
Total categories
1420 Redirected DBpedia instances 4578</p>
        <p>Total instances</p>
      </sec>
    </sec>
    <sec id="sec-7">
      <title>3. CONTEXT ANNOTATION OF REVIEWS</title>
      <p>The built taxonomy is used by our approach to identify and
annotate in reviews those words that express user contextual
conditions, in particular, those words that correspond to (the
names of) categories or instances in the taxonomy. For such
purpose, we follow two steps: first, selecting a limited number of
words that could represent context and second, if possible,
mapping such words to taxonomy categories.</p>
    </sec>
    <sec id="sec-8">
      <title>3.1 Selecting candidate context words</title>
      <p>
        In order to avoid wrong context annotations, we did not analyze all
the sentences in the reviews, but only those that express personal
statements and opinions of the review author, e.g., “I watched the
movie with my children at home,” where children and home would
be annotated as social and location contexts, respectively.
To select such sentences, we made use of the Stanford CoreNLP
toolkit [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ]. Among other functionalities, CoreNLP generates the
phrase structure tree of a sentence. Applying it to the sentences of
the reviews, we processed the generated trees, and gathered the
sentences where the subject is a first-person personal pronoun, I or
we, the sentences where the subject is a noun phrase whose head is
million products. Specifically, we executed our approach to
annotate the context of the first 100,000 reviews of each of the
book, movie and music product review sets.
      </p>
    </sec>
    <sec id="sec-9">
      <title>4.1 Validating the context annotations</title>
      <p>Before evaluating the utility of the generated context annotations
in recommendation, we assessed a subset of them manually. For
this, we used a Context Annotation Validator implemented in our
software tool. Shown in Figure 1 (right), the tool allows the user
to load and view a review together with its metadata (id, title,
summary). In a left panel with the review text, the words
annotated as context are highlighted. A table on a right panel
details such annotations, showing the annotated word, the
associated context category, the type of match (category, instance,
synonym) and the similarity score for each annotation. In the
table, the user is allowed to validate whether an annotated word is
context or not and, in positive cases, state whether the assigned
context is correct, wrong or can be improved with a child or
parent category. Moreover, the tool also allows adding manual
annotations, with the possibility of browsing the taxonomy and
searching for categories and instances on an interactive panel.
From the set of annotated reviews, we carefully read and
manually assessed annotations in book, movie and music reviews.
Table 4 shows the number of evaluated reviews and annotations,
and the percentage of such annotations that were correct/context.
We observe that our approach obtained a relative high percentage
of correct mapping cases (84.2% on average), and that most of the
wrong cases were due to semantic ambiguities, which we will
address in the future. The predominant contexts were social
contexts in book reviews (e.g., daughter), location contexts in
movie reviews (e.g., theater), and emotional contexts (e.g.,
melancholy) in music reviews.</p>
      <p>We also notice that the number of annotations that really referred
to context was low (36.7% on average). We believe that other
domains, such as restaurant and hotel reviews, may have much
more contextual information, and thus should be investigated.
As a lesson learnt from the conducted validation, we saw the need
of investigating additional syntactic patterns with which selecting
the sentences to be analyzed and annotated; for instance, we found
out contextualized sentences with a third-person subject, such as
the reader/viewers…, and anyone interested in/looking for…, and
contextualized sentences with two-person phrases like if you...</p>
    </sec>
    <sec id="sec-10">
      <title>4.2 Exploiting the context annotations for recommendation</title>
      <p>
        In order to get initial insights about the potential benefits of
exploiting our context annotations in CARS, we evaluated their
effect on collaborative filtering by means of the Item Splitting (IS)
context pre-filtering algorithm [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. Hence, for each of the three
considered domains, we evaluated the standard user-based (UB) and
item-based (IB) k-nearest neighbor (kNN) and matrix factorization
(MF) algorithms with the ratings of the reviews before and after
processed by IS. Further, we also evaluated the Context Aware
Matrix Factorization (CAMF) context modeling algorithm [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. We
used the implementations of those algorithms provided by the
CARSKit context-aware recommendation engine [
        <xref ref-type="bibr" rid="ref21">21</xref>
        ].
      </p>
      <p>From the 100,000 reviews in each domain, we selected reviews
having annotations from the social, location and time context, as
they showed best rate of correct context annotations. The final
books, movies and music dataset used were respectively
composed of 17,543, 15,983 and 14,194 reviews, 16,701, 14,340
and 12,332 users, 307, 306 and 2,540 products. Table 5 shows the
achieved MAE and RMSE values for the recommendation
methods in each domain using 5-fold cross-validation. Light gray
indicate lower error when applying IS over the corresponding
baseline. Dark gray indicate the lowest error in the corresponding
column.
We observe that the extracted context data enable improving
recommendation quality in the three domains, particularly in the
case of CAMF, and also in the case of IS over MF, preliminary
showing the potential of our approach.</p>
      <p>For more argued conclusions, we should extend the experiments
with other context-aware recommendation methods, and
alternative evaluation metrics (e.g., ranking-based) and protocols.
We also have to analyze results for each context dimension
(location, time, environmental, and social) separately to conclude
which of them is more/less useful in each domain.</p>
    </sec>
    <sec id="sec-11">
      <title>5. CONCLUSIONS AND FUTURE WORK</title>
      <p>In this paper we have presented first a method and a software tool
to semi-automatically build a context taxonomy with Linked Data.
The taxonomy could be exploited by context-aware applications
distinct to recommendation. Moreover, the proposed method
could be used to build other types of taxonomies. For instance, it
may be instantiated to describe features/aspects of items, and thus
it may be exploited in feature-based opinion mining and
recommendation applications.</p>
      <p>Using the built taxonomy, we have developed a method to extract
and annotate context in user reviews. We manually assessed some
of the annotations, and preliminary evaluated the utility of the
annotations in recommendation. We tested them with Item
Splitting and Context-Aware Matrix Factorization algorithms. We
are interested in evaluating additional context-aware
recommendation techniques as well, and we also want to perform
an exhaustive experimentation and result analysis comparing
alternative approaches to index and match the context taxonomy
categories in the annotation process.</p>
    </sec>
    <sec id="sec-12">
      <title>ACKNOWLEDGEMENTS</title>
      <p>This work was supported by the Spanish Ministry of Economy,
Industry and Competitiveness (TIN2016-80630-P), and by
Dirección de Investigación, Universidad del Bío-Bío
(DIUBB151115 4/R and GI 170315/EF).</p>
    </sec>
  </body>
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