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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Bridging Recommendation and Adaptation: Generic Adaptation Framework - Twittomender compliance case-study.</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>John Hannon</string-name>
          <email>john.hannon@ucd.ie</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Evgeny Knutov</string-name>
          <email>e.knutov@tue.nl</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Paul De Bra</string-name>
          <email>debra@win.tue.nl</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Mykola Pechenizkiy</string-name>
          <email>m.pechenizkiy@tue.nl</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Kevin McCarthy</string-name>
          <email>kevin.mccarthy@ucd.ie</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Barry Smyth</string-name>
          <email>barry.smyth@ucd.ie</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Clarity: Centre for Sensor Web Technologies, School of Computer Science and Informatics, University College Dublin</institution>
          ,
          <addr-line>Dublin 4</addr-line>
          ,
          <country country="IE">Ireland</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Department of Computer Science, Eindhoven University of Technology</institution>
          ,
          <addr-line>P.O. Box 513, 5600 MB, Eindhoven</addr-line>
          ,
          <country country="NL">the Netherlands</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>In this paper we consider Recommender System (RS) modeling in terms of Adaptive Hypermedia Systems (AHS) and investigate AHS and RS functionality compliance in terms of common features, functionality, building blocks and composition of the system. We bring up complementary aspects of adaptation, personalization and recommendation in a context of a generic framework which provides properties of information fusion and heterogeneity and could serve as a reference model. We show major recommendation functionality in terms of the reference structure and recommendation process by presenting a conceptual generic 'adaptation-recommendation' sequence chart which overlays and combines properties of adaptation and recommendations taking advantages of both. In fact we show that RS if implemented on the web can be considered as AHS, in this wise a generic framework should be capable of describing virtually any RS. In the case study we scrutinize the Twittomender3 RS. We decompose the system in building blocks, outline and highlight its properties along with the advantages and possible enhancements. We conclude by summarizing framework advantages and AH recommendation compliant features as well as lessons learned from this study.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        In recent years a lot of progress has been made in the field of recommender systems
(RS). New efficient models and algorithms have been developed [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]; heterogeneous
and hybrid systems are gaining wide use. Amongst those RS personalized search and
twitter are getting into place [
        <xref ref-type="bibr" rid="ref4 ref9">4, 9</xref>
        ].
      </p>
      <p>Since its first emergence on the scene in early 2006, Twitter has grown from an early
microblogging engine into a real time web behemoth. In the early days some 300,000
tweets were produced by early adopters of the system per month, contrast this with
some 140 million tweets estimated to be produced per day in march 20114. With this</p>
    </sec>
    <sec id="sec-2">
      <title>3 http://twittomender.ucd.ie/</title>
      <p>
        4 C. Penner, #numbers, mar, 2011, http://blog.twitter.com/2011/03/numbers.html
obvious information increase, creating ways to use this information appropriately and
intelligently has become a hot topic for many researchers [
        <xref ref-type="bibr" rid="ref3 ref7">7, 3</xref>
        ]. In Twitter the main
producers of this content are the users themselves who have subscribed to the system.
Obviously, not all the information produced by each user is to everyone’s preference,
so finding the producers, the so-called “diamonds in the rough”, is an interesting
research challenge. And, with the Twittomender system we have chosen to frame this as
a recommender systems.
      </p>
      <p>In the very closely related field of Adaptive Hypermedia (AH) many things have
changed since one of the first reference models models AHAM as well: new terms,
definitions and models have been introduced and, new adjacent areas (such as the
aforementioned RS, personalized web search) have been investigated, new prototypes
developed. Most of these AH models, including the emerging and discussed in the paper
GAF model focus on a layered architecture and discuss the adaptation of the content
and navigation to the user properties as well as recommending the links to follow based
on the user preferences and knowledge, thus bringing the fields of AH and
Recommendation closer together. In fact we show that a web-based RS can be treated as AHS
and therefore expressed in terms of a generic AH framework, which we backup by the
conducted case-study of the Twittomender system.</p>
      <p>
        In the paper we focus on describing RS functionality and Twittomender [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] in
particular in terms of AH systems, in order to show complimentary features of RS and
layers of a generic AH framework (GAF) which aims to develop a new reference
model for the adaptive hypermedia research field by considering new developments,
techniques and methodologies in the area of AH and adjacent fields (including but not
limited to RS) [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. We show framework compliance (conformity in structure and
partial functionality overlay) with the Twittomender, a Twitter based recommender system.
Besides Twittomender is a very interesting example, covering topics such as
personalization, recommendation, search and collaborative web experience which means that
we can bring and fit all these features together in the framework. As a result we also
achieve an evaluation of how generic the GAF framework could be on the one hand and
whether the description of one particular RS fits in the framework, and helps to evaluate
the real system on the other.
2
      </p>
      <p>Overview of RS compliance with a generic AHS: system building
blocks
The main goal of the GAF framework is to provide a reference architecture of AHS,
to describe essential and optional elements of an adaptive system, define the criteria to
distinguish between these elements, describe their functionality and interaction. Here
we define a modular structure (framework) that can be used to describe and develop
applications that satisfy different adaptation and recommendation needs. This framework
has a layered structure where layers match the original classification of AH methods
and techniques and provide the per layer functionality separation 1. Using this
classification we describe recommendation functionality within the same adaptation system
layers depending on the requirements of the application and thus contribute to the
system extensibility and heterogeneity. We show the correspondence of AHS modeling
(in particular GAF layers) and recommender approaches. We will first summarize the
applicability of GAF with respect to different types of RS and then walk through the
framework layers and functionality to show the compliance.</p>
      <sec id="sec-2-1">
        <title>Goal Model</title>
      </sec>
      <sec id="sec-2-2">
        <title>Domain Model</title>
      </sec>
      <sec id="sec-2-3">
        <title>User Model</title>
      </sec>
      <sec id="sec-2-4">
        <title>Context Model</title>
      </sec>
      <sec id="sec-2-5">
        <title>Application Model</title>
        <p>Resource Model</p>
        <sec id="sec-2-5-1">
          <title>Group Model</title>
        </sec>
        <sec id="sec-2-5-2">
          <title>User Context Usage Context</title>
        </sec>
      </sec>
      <sec id="sec-2-6">
        <title>Adaptation Model</title>
        <p>Higher Order Adaptation</p>
      </sec>
      <sec id="sec-2-7">
        <title>Presentation Model</title>
        <p>Classification of
AH Methods and Techniques;
adaptation process</p>
        <p>Why?</p>
        <sec id="sec-2-7-1">
          <title>What?</title>
        </sec>
        <sec id="sec-2-7-2">
          <title>To What?</title>
        </sec>
        <sec id="sec-2-7-3">
          <title>When? Where? How?</title>
          <p>
            Considering RS we would like to mention the major types of RS and give a brief
insight on the GAF structure and functionality related to recommendations:
– Collaborative Filtering (CF) is usually based on a User Model (UM) and a Group
model (GM) as known also in AHS (we assume here both user-to-user and
item-toitem aspects of CF). The recommendations are generated based on a comparison of
user profiles from the GM and UM. In this case a Recommender UM is represented
by a vector of items and corresponding ratings, which essentially can be turned into
a set of interesting items or concepts (for this user) and associated attributes with
corresponding rating values [
            <xref ref-type="bibr" rid="ref6">6</xref>
            ]. Those values are updated as the user interacts with
the systems, browses through items, rates them, and receives recommendations. In
general Collaborative Filtering allows to deal with different types of objects where
essentially only ratings matter which is made possible by separating ratings and
item set within the GAF Domain, User and Resource models.
– Content-based RS recommend an item to a user based upon a description of the
item - feature database (e. g. using words in a text as the textual feature or book
genres as library properties) and a user profile (UM). Having learned features of
these items (which can be expressed in the Resource Model (RM)) rated by the user,
the RS infers new recommendation suggestions. As well as collaborative filtering
content-based recommenders can also handle different types of objects as long as
there is a common feature space.
– In Knowledge-based Recommendation systems a domain expert knows which types
of recommended items should be assigned to which types of users. In fact this is in
line with current state of the art in AHS (i. e. there is a domain expert who needs to
author UM, DM and Adaptation Rules mapping these two). It combines
contentbased filtering performed on the features of the concerned dataset with the explicit
user query which is used to make inferences about needs and preferences of the the
user. Thus it is possible to relate how a particular item meets user needs and thus to
do the reasoning about further possible recommendations.
– Hybrid type Recommender systems are the most commonly used type. They
employ different approaches (simultaneously) to achieve better results, both
combining techniques from collaborative, content-based and knowledge-based methods
and providing different type of hybridization: mixed, weighted, cascade, etc. Our
AHS framework allows us to combine both advantages of content and
collaborative filtering, having all necessary building blocks available (e. g. user and group
models, rankings mechanisms, reasoning engine) and will also help to handle
heterogeneous data sources.
3
          </p>
          <p>Twittomender recommender overview
The Twittomender system’s main function involves syncing a users account and
producing followee recommendations through a range of collaborative and content-based
strategies. However for this to work efficiently, users must be active on Twitter, i.e. they
must follow a number of other users, must have some followers themselves and must
have produced some content (through tweets). Although this functionality is great for
Twitter users who wish to increase the number of appropriate user streams they follow,
it does not perform satisfactorily for new Twitter users. These users have not produced
much content through tweets, nor are they following or being followed by enough users
for collaborative or content-based followee recommendation techniques to perform as
expected. For this reason we also provide a search capability to Twittomender, which
allows users to explicitly type search queries. For our collaborative and content-based
strategies we evaluate 9 different profiling and recommendation strategies based on the
different sources of profile information, in isolation and in combination. To begin with
we implemented 4 content-based strategies that rely on the content of tweets as follows:
1. (S1) users are represented by their own tweets</p>
          <p>(tweets(UT ));
2. (S2) users are represented by the tweets of their followees ( f olloweestweets(UT ));
3. (S3) users are represented by the tweets of their followers ( f ollowerstweets(UT ));
4. (S4) a hybrid strategy in which users are represented by the combination of tweets
from tweets(UT ),
f olloweestweets(UT ), and f ollowerstweet(UT );
In addition we implemented 3 collaborative style strategies, in the sense that we view a
user profile as a simple set of user ids.
5. (S5) users are represented by the IDs of their followees ( f ollowee(UT ));
6. (S6) users are represented by the IDs of their followers ( f ollower(UT ));
7. (S7) a hybrid strategy in which users are represented by the combination f ollowee(UT )
and f ollower(UT );</p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Additional 2 strategies are:</title>
      <p>8. (S8) the scoring function is based on a combination of content and collaborative</p>
      <p>strategies S1 and S6;
9. (S9) the scoring function for this strategy is based on the position of the user in
each of the recommendation lists so that users that are frequently present in high
positions are preferred;</p>
      <p>Recommender System and AHS: Twittomender Study
Considering diverse aspects of the system and its functionality we decompose it in a
a way that forms an overlay of a generic model of an adaptive system, explains the
functionality of the system using terms and definitions from adjacent recommender
systems research area, and foremost brings a custom system to a common denominator
by means of the GAF reference model.</p>
      <p>
        Fig. 3 presents a picture of Twittomender and the Generic Adaptation Process (GAP)
sequence chart compliance. Here the GAP process chart is constructed by coupling the
layers of a general purpose AHS as described in [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. Recommendation steps are
assigned to a single layer or a transition in the system. Though we have faced certain
issues distinguishing parts of the Recommendation Engine functionality, in particular the
filtering and ranking mechanisms (in this respect Application Model (AM) and
Adaptation Model/Engine (AE) can be treated accordingly) we could align Twittomender
functionality with GAF terms and identify gaps and possible extensions. On the one
hand the mapping proves the genericity of the GAF framework, and on the other hand
it opens new horizons to facilitate and generalize recommendation aspects, bringing
adaptive techniques into place, extend information fusion and heterogeneity
possibilities [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] of such a systems encapsulating features of both Recommender and Adaptive
Systems.
      </p>
      <p>Further we summarize compliant and complementary Twittomender features and
the reference structure of GAF and explain the building blocks and interactions
presented in Fig. 3. Of particular interest here are the remarks regarding AHS functionality
(shown in GAF terms) that can be used to extend Twittomender, but also a few instances
where Twittomender functionality suggests further extensions to the GAF model.</p>
      <p>– Users start system interaction by choosing whether to get recommendations directly
by logging in with their Twitter profile or by entering a search query they are
interested in. This refers to a Goal Model of GAF. Internally goal is represented by the
immediate query input by the user or constructed from the indexed content of the
users tweets when he or she log-ins into the system.
– Twittomender Profiler serves both as a UM (User Model), by associating each user
with the corresponding group of followers and followees, and at the same time as
user information mediator which requests tweet content information from Twitter
services and provides this information to Lucene indexer which forms the index of
user tweets and such forms the domain model to be used in recommendations.
– The Group Model refers to maintaining a collaborative user profile is already
provided by Twitter services. It clusters results by location or user age group and
gender, and uses it to rank and recommend results for a particular user or mediate user
models associated with different groups. To some extent Twitter services provide
this possibility by maintaining the groups of followers, followees of any given user.
– Domain Model (DM) of the Twittomender is represented by the index which is</p>
      <p>stored by the Lucene (backend).
– Context models (both user and usage models) are not considered.
– Application Model is represented by the Twittomender framework. Mainly it serves
to query terms from the Lucene and retrieve corresponding ranked lists of users and
related tweets. Twittomender framework also provides interfaces to the Presentation</p>
      <p>Model (PM).
– Adaptation Model as described in a generic Recommender system use-case is
represented by indexing and actual querying solution, Lucene. Its Information
Retrieval module provides querying interfaces to Twittomender and return
recommendation lists upon querying (both User Terms and search Terms as indicated in the
Goal Model. The actual index is stored in DM providing flexibility of the system
and at the same time decoupling Lucene as a stand-alone Query/Retrieval
mechanism.
– Presentation Model generates ranked list of users recommended to follow and
cor</p>
      <p>responding cloud of indexed terms that are relevant to the user activity in Twitter.
5</p>
      <p>Advantages of GAF in Recommendations
Based on our Twittomender case-study we were able to define the following GAF
advantages which can be used to improve and extend the system functionality:
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      <p>Fig. 3. Twittomender compliance with Generic Adaptation Framework
– Recommendation of resources of a different nature and type employs a separation
of domain and resource models. Considering conceptual representation
irrespectively of the resource type facilitates the usage of different information sources and
resource types, mostly dealing with their conceptual representation. Thus not only
different types of information resources (e. g. text, images, tweets, audio, video,
etc.) but also heterogeneous resources (e. g. news, archives, e-learning repositories,
online-shops, etc.) can be recommended within a single framework based on the
conceptual representation of a specific domain. On the other hand considering
resource and domain (conceptual structure) models separately takes a step towards
solving the problem of the universal recommendations bridging the semantic gap.</p>
      <p>In this respect we have concept space and feature space with rankings that serves
as a basis for transparent personalization irrespectively of the content type. This
is perfectly shown in Twittomender where we consider tweets as a content base
(resources) to provide user recommendations.
– User modeling — the GAF UM consists of entities (or essentially concepts if we
consider an overlay model) for which we store a number of attribute-value pairs. For
each of these entities there may be different attributes, representing various aspects
of user profile. It implies using both short- and long-term user preferences and
implements a great variety of user preferences such as users’ tastes, interests, needs.</p>
      <p>In order to provide independence and flexibility of goals selection we distinguish
goal model, which essentially can be used to recommend certain goals to follow
based on the user preferences.
– Contextualization — as in AHS context awareness will help to decouple and make</p>
      <p>
        AH and RS and applications less integrated with the environment. On the other
hand, considering a context model will allow the system to be sensitive and adapt
in many other ways, rather than following a certain number of fixed adaptation
rules or recommendation patterns [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Thus we devise a separate Context Model
which might be an overlay of DM (and UM correspondingly) and represent both
usage context (additional properties defining how a particular item/concept from
a domain model should be used, under which conditions) or user context (e. g.
certain items can be shown or recommended only in a particular context or each
item is augmented with the additional contextual explanation with helps to make
recommendation list more trustworthy).
6
      </p>
      <p>Conclusions, Lessons Learned and Future Work
The coming years will bring more use-cases of how AHS can provide adaptation and
recommendation, what techniques will be introduced, and what research areas will
introduce new technologies in its evolution. So far a study of existing approaches in
recommender systems was done to comply with the layered structure of adaptive
information systems, which has resulted in an overlay presented in Fig. 3 providing an overview
of a Twitter-based recommender systems and a corresponding overlay of AHS layers
and adaptation process.</p>
      <p>In this paper we investigated a general-purpose AHS architecture , which brings us
new challenges to investigate the applicability of different recommendation approaches,
as well as new developments in adaptive information systems. However, as a result of
investigation now we can foresee some further developments and research strategies
of bringing recommendations to the field of AHS and thus try to come up with
up-todate requirements for a modular composition of a GAF reference model which would
be able to serve as well as a start-up for the Recommender system development
using heterogeneous information sources. At the same time case-study helped to identify
possible Twittomender improvements and extensions.</p>
      <p>As part of future work we plan to make some further developments to Twittomender,
one avenue which we are exploring is a mechanism to focus on users individual
personal traits. What topics do user’s talk about? What types of people do they follow? We
plan to extend the Twittomender platform to cluster similar users based on these traits.</p>
      <p>This will allow Twitter users to quickly navigate to the types of people they would
normally tend to gravitate towards or conversely show them the topics they would be
clustered into e.g Sports, Technology, etc. As part of continued qualitative tests of
Twittomender, we plan to extend our user trials. One test that will be carried out against
Twitter’s own recommendation system, this trial will check users satisfaction with the
recommendation of both systems.
7</p>
      <p>Acknowledgements
This work has been supported by the NWO GAF: Generic Adaptation Framework
project, by Science Foundation Ireland under grant 07/CE/I1147 and by Amdocs Inc..</p>
    </sec>
  </body>
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