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    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Exploring the Applicability of Formal Concept Analysis on Market Intelligence Data</article-title>
      </title-group>
      <contrib-group>
        <aff id="aff0">
          <label>0</label>
          <institution>Conceptual Structures Research Group Communication and Computing Research Centre Faculty of Arts, Computing, Engineering and Sciences She eld Hallam University</institution>
          ,
          <addr-line>She eld</addr-line>
          ,
          <country country="UK">UK</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>This paper examines and identi es issues associated with the applicability of FCA on sample data provided by a CUBIST use-case partner. The paper explains the various steps related to the transformation of these data to formal contexts, such as preprocessing, cleansing and simpli cation, as well as preprocessing and limitation issues, by using two FCA tools currently being developed in CUBIST, FcaBedrock and InClose. The paper demonstrates what is achievable to date, using the above-mentioned tools and what issues need to be considered to achieve more meaningful and intuitive FCA analyses. The paper concludes by suggesting and explaining techniques and features that should be implemented in later iterations of these tools, to deal with the identied barriers. This work has been carried out as a part of the European CUBIST FP7 Project: http://www.cubist-project.eu</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        It has been shown that a variety of datasets can be converted into formal
contexts [
        <xref ref-type="bibr" rid="ref2 ref8">8,2</xref>
        ] by a process of discretising and Booleanising the data [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. However,
depending on the nature of the dataset, manual or automated means of
preprocessing have to be deployed rst, in order for FCA to be succesfully carried out.
Although the open-source and freely available FCA tools currently being
developed in CUBIST, FcaBedrock [
        <xref ref-type="bibr" rid="ref3 ref6">3,6</xref>
        ] and InClose [
        <xref ref-type="bibr" rid="ref1 ref9">1,9</xref>
        ], are con gured to cater for
most preprocessing and data cleansing issues [
        <xref ref-type="bibr" rid="ref3 ref4">3,4</xref>
        ], further issues might arise:
types of attribute that have not been catered for or considered so far, such as
free-text data and data inconsistencies.
      </p>
      <p>This paper attempts to identify such issues, by conducting FCA on a dataset
provided by Innovantage, a CUBIST use-case partner, providing market and
competitive intelligence in the United Kingdom. The paper concludes on further
work and explains what techniques will be deployed, in later iterations of the
tools, to cater for the issues identi ed while analysing the speci c dataset.</p>
    </sec>
    <sec id="sec-2">
      <title>Dataset Description</title>
      <p>The speci c dataset consists of job vacancies advertised on the United Kingdom's
leading job boards, as well as employers' own websites, tracked in real-time
using Innovantage's proprietary software. The dataset is in XML format and
has been extracted from a MySQL RDBMS. The dataset comprises of 900 jobs
accompanied by their details:
{ Title: The job's title.
{ Description: A brief description outlining the requirements of the job.
{ Date Found: The exact time of when the job was tracked.
{ URL: The website where the job was found at.
{ Raw Location: The location of the employer.
{ Raw Salary: The advertised salary, sometimes also including information
about bonuses and bene ts.</p>
      <p>An example of a job entry is shown below (File 1).
&lt;?xml version="1.0" encoding="UTF-8" standalone="no"?&gt;
&lt;jobs&gt;
&lt;job&gt;
&lt;title&gt;Data Centre Developer&lt;/title&gt;
&lt;description&gt;Data centers Developer opportunity based in Amsterdam
on a 6 months rolling contract. This is a very senior position and
requires the candidate to have at least 7 years experience and
have extensive knowledge and expertise in the construction
of a data centers facilities including electrical systems,
cooling plants etc and familiar with EU regulations and
best practices.&lt;/description&gt;
&lt;date_found&gt;2011-01-12 17:01:58.0&lt;/date_found&gt;
&lt;url&gt;http://www.itjobspost.com/JobSeeker/&lt;/url&gt;
&lt;raw_location&gt;Amsterdam, Other Countries, UK&lt;/raw_location&gt;
&lt;raw_salary&gt;400-600 Per Day&lt;/raw_salary&gt;
&lt;/job&gt;
&lt;/jobs&gt;
File 1 innovantage sample.xml, XML le.
3
3.1</p>
    </sec>
    <sec id="sec-3">
      <title>Data Conversion Process</title>
      <p>Preprocessing
Some issues surfaced during preprocessing, mainly due to the XML le failing
to render properly because of illegal, non-UTF-8 characters contained in the
data, possibly related to the automated process in which jobs are tracked and
recorded. This was worked-around by parsing the XML le using a
custommade algorithm and removing all illegal characters and symbols, without loss
of information and without a ecting the quality of the data. The XML le was
then loaded in MS Excel and converted to CSV (Figure 1), as FcaBedrock does
not currently support XML as input.</p>
      <p>Another issue that a ected the analysis was the fact that free-text attributes,
as their name implies, are inconsistent, mostly due to the fact that the recorded
data originate from various sources. Taking the `Raw Location' attribute as an
example, a job's location can be recorded as \Manchester" for one job,
\Manchester, United Kingdom" for another job and \Greater Manchester" for another
job. The same problem applied for the `Raw Salary' attribute, as some employers
use ranges (e.g \15000-20000"), some use nite values and also include currencies
(e.g. \18000 GBP") and others also include additional information (e.g. \25000
per annum, negotiable"). For this type of free-text attribute to be succesfully and
meaningfully converted, some kind of Semantic Extract Transform Load (SETL)
or Natural Language Processing (NLP) process would be required rst, in
order to identify values. As such, the data had to be manually modi ed; 100 jobs
were randomly selected from the lot and had the above-mentioned attributes
recon gured for consistency. In addition, some attributes were excluded from the
analysis; in particular, `Description' was excluded as it is not an attribute, but
rather the title (or descriptive annotation) of the object, although it could be
useful as part of the case-study in terms of adding meaning to an analysis. The
`Date Found' attribute was also excluded, as all of the jobs in the dataset were
tracked on the same date, thus adding no speci c value to the analysis. The
`URL' attribute was excluded, as URLs are unique for each job posted (thus
considered free-text data). In terms of recon guring attributes, the `Raw
Location' attribute was con gured to hold only city names and the `Raw Salary'
attribute was con gured to be purely numeric. An extra attribute was created to
hold additional information originally contained in the `Raw Salary' attribute,
such as whether the salary is negotiable or not. This resulted in four attributes
remaining: `Title', `Raw Location', `Raw Salary' and `Negotiable Salary' (the
new attribute that resulted during preprocessing). A screenshot showing how
the dataset looks after preprocessing is shown at Figure 2 below.
The dataset was loaded in FcaBedrock and the `Title' attribute was excluded
from the analysis, using the attribute exclusion feature. The metadata
autodetection feature of FcaBedrock was used to avoid entering metadata manually
(Figure 3).</p>
      <p>
        Converting the dataset with FcaBedrock resulted in a formal context with
67 formal attributes. Feeding the formal context in InClose resulted in 110
formal concepts; although not quite a large amount, the concepts had to be
reduced to an amount where the concept lattice would be readable and
manageable. Over a trial-and-error process, using InClose and the well-known idea
of minimum-support (a semi-automated form of lattice `iceberging' [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]), the
minimum-support for the intent was set to 2 and the minimum-support for the
extent was set to 5. This resulted in 9 concepts. When visualised in ConExp
[
        <xref ref-type="bibr" rid="ref13 ref5">13,5</xref>
        ], however, 20 concepts are displayed. This is because where the large
concepts `overlap', other concepts are found during a second pass of concept mining,
with no minimum support, when producing the concept lattice [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. In this way,
possibly signi cant concepts, that would not have satis ed the initial
minimumsupport are retained and a complete hierarchy is maintained in the resulting
concept lattice (Figure 4).
4
      </p>
    </sec>
    <sec id="sec-4">
      <title>Analysis</title>
      <p>Even with a small amount of objects and attributes, interesting information can
be extracted from the lattice. For example, all non-negotiable salaries are the
ones that fall in the £40000-60000 range, while the negotiable salaries fall in the
£20000-40000 range. For salaries where it is unde ned (or unknown) if they are
negotiable, there seems to be no distinct indication as to why this is the case.
As for salaries in the £9240-20000 range, they all fall under the `sal
negotiablen' and `sal negotiable-?' attributes, with a 50-50 ratio. The overall conclusion
indicates that for high-end salaries negotiation is not an option, while negotiation
is possible for mid-end salaries. Interesting is the fact that low-end salary jobs
tend not to specify whether their salaries are negotiable or not, though when
they do they are not negotiable. Why is that the case? Questions of these nature
require further investigation.</p>
      <p>While the insights provided by the resulting lattice might not be
groundbreaking, a close collaboration of the FCA analyst with the domain expert would
help in re ning the requirements, to produce meaningful business questions that
would be more suitable for analysis of such data. For example, the domain
expert might want to investigate why employers tend to not specify or negotiate
jobs with low-end salaries. Could it have something to do with their geographic
location or the domain of the job? Such kind of analysis is perfectly feasible in
FCA, by restricting the context to speci c attributes (and attribute values) of
interest. Figure 5 shows how this can be done in FcaBedrock, where the location
was restricted to London, Manchester and Birmingham, the raw salary was
restricted to low-end only and the negotiable salary attribute was set to unknown.
As such, the business question has been rede ned to \display jobs in London,
Manchester or Birmingham with low-end salaries, where salary negotiation is
unknown or unspeci ed".
It is evident that as new data sources and data types are introduced, more
preprocessing issues arise. With regards to the tools used in this analysis (FcaBedrock
and InClose), further development is currently in process and various issues,
mentioned below, are already being considered.</p>
      <p>In terms of data sources, XML should be added as a default data source,
to avoid XML-to-CSV transformations. Pulling data directly from an RDBMS
source would be quite useful as well, by selecting speci c database tables, or
even speci c columns from each table, to use in the analysis. Manipulation of
RDF data are of high importance as well, given the fact that CUBIST revolves
around semantic technologies.</p>
      <p>
        Free-text data have proven to be not suitable for FCA, unless some kind of
Semantic ETL or NLP process, in order to identify values, is deployed rst. Use
of thesauri, such as the approach described in [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ], to tokenize free-text data into
categories could prove useful as well, although whether these kind of processes
will be manual, semi-automated or automated remain research questions which
require further study.
      </p>
      <p>
        Another feature that would be particularly useful would be to embed
additional functionality in the autodetection features of FcaBedrock, particularly for
selecting appropriate scales and intervals for continuous attributes.
Understanding the true nature of a continuous attribute at the moment, using FcaBedrock,
is only feasible when datasets include documentation, such as the ones in the
UCI Machine Learning Repository [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ], or by manually investigating the data. As
such, suggesting ranges and scales, using the same `guided automation' approach
that FcaBedrock uses [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] would make analyzing such attributes more meaningful
and insightful.
6
      </p>
    </sec>
    <sec id="sec-5">
      <title>Conclusion</title>
      <p>The paper has explored the application of FCA within a market intelligence
scenario, using real-life data from a CUBIST use-case partner, deploying
freelyavailable and open-source FCA tools, currently being developed in CUBIST, for
the analysis. Several preprocessing issues have been identi ed and suggestions,
techniques and features have been proposed for further work.</p>
      <p>Although the work presented in this paper is still at an early stage, it
demonstrates how the market data and FCA communities can bene t from each other.
The market data community has provided new challenges that FCA has to
consider, mostly in terms of usability and user-friendliness. Within the context of
CUBIST, we envisage that the market data analysts will be able to conduct
FCA analysis on their data, without collaborating with FCA experts.
Acknowledgement This work is part of the CUBIST project (\Combining
and Uniting Business Intelligence with Semantic Technologies"), funded by the
European Commission's 7th Framework Programme of ICT, under topic 4.3:
Intelligent Information Management. More information on the project can be
found at http://www.cubist-project.eu</p>
    </sec>
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