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Recommendation Systems
A Primer
Glyn Darkin - @glyndarkin
Types
 Collaborative Filtering
 X is frequently bought together with Y
 Customers often buy Y after looking at X
 Customer who bought X item also bought Y
 Content based
 Buy X because it has a relationship with Y
 Like Robbie Williams, try Take That
Glyn Darkin - @glyndarkin
Context
 User
 Recommendation is determined based on user context
 We recommend X product because you purchased Y
 Amazon’s
 Today’s Recommendations For You
 Product
 Recommendation is determined based on product context
 We recommend X product because other’s purchased Y
 Amazon’s
 Frequently Bought Together
Glyn Darkin - @glyndarkin
Collaborative Filtering
 Focus on statistical analysis of the relationship
between products and people
 No knowledge of product domain required in
analysis
 Technology of note
 R
 statistics programming language
 Mahout
 Machine learning and data mining
 Standard Amazon Recommendations
Glyn Darkin - @glyndarkin
Content Based
 Focus on product graph and defining the
relationships between products
 Some domain knowledge of the products is required
 Dependency on quality external metadata
 If you want to cross sell red house hold products you will
need a good data source to provide it
 Technology of note
 Neo4J
 Graph database
 Lucene / SolR
 Full text search
 Basic More episodes recommendation on the BBC
iPlayer
Glyn Darkin - @glyndarkin
Summary
 Both Collaborative & Content based
recommendations can be of a user or product
context.
 Context is important as it defines the schema of data
capture required to deliver the recommendation
 The sweet spot is probably in a hybrid approach to a
recommendation
 We must not forget the Social recommendation
where a 3rd party body of trust recommends a
product
Glyn Darkin - @glyndarkin
Delivery Mechanism
 Targeted
 Email – could be either User or Product Context
 Tweet – should be User Context
 Personalised Homepage
 Product page cross sell/upsell
 Landing page merchandising
 The delivery mechanism dictates the type of
technology required
Glyn Darkin - @glyndarkin
Data Capture Techniques
 Batched export
 Orders/Baskets
 People
 Product metadata
 Real-time – Analytics packages
 Pages
 Transactions
 Customer interaction
 Customer Surveys
 Not everybody will be able to capture
everything, therefore there maybe technology
requirements to capture particular data points
Glyn Darkin - @glyndarkin
Trends in recommendations
 Amazon started recommendations trend
 Everybody is tired of getting recommended products
that are not relevant to them caused by gifting or
one-off purchases
 Upsurge in “Curated” sites
 www.Etsy.com
 www.shoedazzle.com
Glyn Darkin - @glyndarkin

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Recommendations

  • 2. Types  Collaborative Filtering  X is frequently bought together with Y  Customers often buy Y after looking at X  Customer who bought X item also bought Y  Content based  Buy X because it has a relationship with Y  Like Robbie Williams, try Take That Glyn Darkin - @glyndarkin
  • 3. Context  User  Recommendation is determined based on user context  We recommend X product because you purchased Y  Amazon’s  Today’s Recommendations For You  Product  Recommendation is determined based on product context  We recommend X product because other’s purchased Y  Amazon’s  Frequently Bought Together Glyn Darkin - @glyndarkin
  • 4. Collaborative Filtering  Focus on statistical analysis of the relationship between products and people  No knowledge of product domain required in analysis  Technology of note  R  statistics programming language  Mahout  Machine learning and data mining  Standard Amazon Recommendations Glyn Darkin - @glyndarkin
  • 5. Content Based  Focus on product graph and defining the relationships between products  Some domain knowledge of the products is required  Dependency on quality external metadata  If you want to cross sell red house hold products you will need a good data source to provide it  Technology of note  Neo4J  Graph database  Lucene / SolR  Full text search  Basic More episodes recommendation on the BBC iPlayer Glyn Darkin - @glyndarkin
  • 6. Summary  Both Collaborative & Content based recommendations can be of a user or product context.  Context is important as it defines the schema of data capture required to deliver the recommendation  The sweet spot is probably in a hybrid approach to a recommendation  We must not forget the Social recommendation where a 3rd party body of trust recommends a product Glyn Darkin - @glyndarkin
  • 7. Delivery Mechanism  Targeted  Email – could be either User or Product Context  Tweet – should be User Context  Personalised Homepage  Product page cross sell/upsell  Landing page merchandising  The delivery mechanism dictates the type of technology required Glyn Darkin - @glyndarkin
  • 8. Data Capture Techniques  Batched export  Orders/Baskets  People  Product metadata  Real-time – Analytics packages  Pages  Transactions  Customer interaction  Customer Surveys  Not everybody will be able to capture everything, therefore there maybe technology requirements to capture particular data points Glyn Darkin - @glyndarkin
  • 9. Trends in recommendations  Amazon started recommendations trend  Everybody is tired of getting recommended products that are not relevant to them caused by gifting or one-off purchases  Upsurge in “Curated” sites  www.Etsy.com  www.shoedazzle.com Glyn Darkin - @glyndarkin