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New Crossover Operator for
Evolutionary Rule Discovery in XCS


             Sergio Morales-Ortigosa
                 Albert Orriols-Puig
              Ester Bernadó-Mansilla


             Enginyeria i Arquitectura La Salle
                  Universitat Ramon Llull
           {is09767,aorriols,esterb}@salle.url.edu
Framework
                Michigan style
                Michigan-style LCSs are mature learning techniques

                                                           Environment
                                            Sensorial                                 Feedback
                                                                   Action
                                              state

                     Any Representation:
                                                        Classifier 1
                                                                       Learning
                                                                                                            Genetic
                       production rules,                Classifier 2
                                                                       Classifier
                       genetic programs,                                                                   Algorithm
                                                                       System
                         perceptrons,
                         perceptrons                    Classifier n
                             SVMs                                                                      Rule evolution:
                                                                                            Typically, a GA: selection, crossover,
                                                                                                 mutation, and replacement




                XCS (Wilson, 95, 98)
                        By far, the most influential LCS


                                                                                                                                     Slide 2
Grup de Recerca en Sistemes Intel·ligents               New Crossover Operator for Rule Discovery in XCS
Motivation
                Problems with continuous attributes
                        Interval-based representation (Wilson, 2001)
                        IF v1 Є [l1, u1] and v2 Є [l2, u2] and … and vn Є [ln, un] THEN classi
                                [                 [                       [



                                                                                • 2-point crossover
                                                                                        Too disruptive?

                                                                                • Mutation: add a random uniform value
                                                                                       Could we use more information?



                Could we design better genetic operators?
                        Not exactly clear the impact of crossover and mutation
                        Systematic analysis
                        Creative analysis: propose new operators
                             i      li

                                                                                                            Slide 3
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Purpose of the Work
                Previous work (Morales et al., 2008a)
                        Design an XCS based on evolution strategies (ES)
                        Analyze the role of Gaussian mutation
                             y
                        Conclusion: Gaussian mutation (ES) enables XCS to approximate
                        decision boundaries more accurately


                The purpose of this work is to
                        Design a new crossover operator, BLX crossover, following the ideas
                        observed in the ES-based XCS
                        Compare GA-based XCS and ES-based XCS with the new crossover
                        operator.




                                                                                               Slide 4
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Outline


                     1.
                     1 Description of XCS

                     2. The New BLX Crossover Operator

                     3. Experimental Methodology

                     4. Results

                     5. Conclusions and Further Work



                                                                                               Slide 5
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Description of XCS

                                                                      Environment

                                                               Match Set [M]
           Problem
           instance
                                                            1C    A   PεF       num as ts exp
                                                                                                                       Selected
                                                            3C    A   PεF       num as ts exp
                                                                                                                        action
                                                            5C    A   PεF       num as ts exp
        Population [ ]
          p        [P]                                      6C    A   PεF       num as ts exp
                                        Match set
                                                                           …                                                               REWARD
                                        generation
      1C    A   PεF   num as ts exp
                                                                                                                      Prediction Array      1000/0
      2C    A   PεF   num as ts exp
      3C    A   PεF   num as ts exp
                                                                                                                      c1 c2 … cn
      4C    A   PεF   num as ts exp
                                  p
      5C    A   PεF   num as ts exp
                                                                                                                  Random Action
      6C    A   PεF   num as ts exp
                   …
                                                                                          Action Set [A]
                                                                                       1C   A   PεF   num as ts exp
                       Deletion                                                                                                    Classifier
                                                                                       3C   A   PεF   num as ts exp
                                                     Selection, Reproduction,
                                                                                                                                  Parameters
                                                                                       5C   A   PεF   num as ts exp
                                                             Mutation
                                                                                       6C   A   PεF   num as ts exp                 Update
                                                                                                  …
                                      Genetic Algorithm
                                      G   ti Al ith




                                                                                                                                           Slide 6
Grup de Recerca en Sistemes Intel·ligents                  New Crossover Operator for Rule Discovery in XCS
Genetic Operators
                Selection
                        Tournament selection
                        Proportionate selection
                        Truncation selection (ES)
                                                                                                         Offspring
                                                                                               Parents
                Crossover:
                        Two-point crossover




                Mutation:
                        GA-based XCS: Add a uniform random value
                        ES-based XCS: Add a Gaussian random value


                                                                                                              Slide 7
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Outline


                     1.
                     1 Description of XCS

                     2. The New BLX Crossover Operator

                     3. Experimental Methodology

                     4. Results

                     5. Conclusions and Further Work



                                                                                               Slide 8
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
BLX-Crossover Operator
                Problem with two-point crossover:
                             two point
                        Offspring maintain parent’s boundaries
                        Mutation is responsible for modifying these boundaries


                Advantage of evolution strategies:
                Ad   t     f    l ti    tti
                        Mutation is more focused
                        Mutation is applied more often

                Aim of BLX-Crossover
                        Combine the innovation power of 2-point crossover with also
                                                 p          p
                        local search by permitting moving the boundaries



                                                                                               Slide 9
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
BLX-Crossover Operator

                                                                              For each offspring o1 and o2, the
                                                                              intervals of each attribute [li, ui]
                                                                              are generated as:
                                                                                      α = rand(0,0.5)
                                                                                      lo1 = v1 + αI rand {-1, 1}
                                                                                                          { 1,
                                                                                      lo2 = v1 + (1-α)I rand {-1, 1}
                                                                                      uo1 = v4 + αI rand {-1, 1}
                                                                                      uo2 = v4 + (1 )I rand { 1 1}
                                                                                                 (1-α)I     d {-1,
                                            v2
                     v1                          v3       v4

                                            I


                    Key aspects:
                        Boundaries move according to I, the distance between parents bounds
                        When one offspring is practically equal to the parents (α ≈ 0), the other is
                        very different from them (α ≈ 0.5)

                                                                                                                       Slide 10
Grup de Recerca en Sistemes Intel·ligents        New Crossover Operator for Rule Discovery in XCS
Outline


                     1.
                     1 Description of XCS

                     2. The New BLX Crossover Operator

                     3. Experimental Methodology

                     4. Results

                     5. Conclusions and Further Work



                                                                                               Slide 11
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Experimental Methodology
                Experiments on 12 real world data sets from the UCI
                                  real-world
                repository
                        10 fold
                        10-fold cross validation




                                                                                               Slide 12
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Experimental Methodology

                XCS configured as:
                        Iter=100000,
                        Iter=100000 N = 6400 θGA = 50, Pcross = 0.8, Pmut = 0 04
                                         6400,     50           08          0.04,
                        r_0 = 0.6, m_0 = 0.1
                Comparison of:
                        XCS-GA with proportionate and tournament selection
                        XCS-ES ith
                        XCS ES with proportionate, tournament and truncation
                                          ti t t            t dt        ti
                        selection
                        XCS-GA ith t
                        XCS GA with two point-crossover
                                           it
                Why this comparison?
                        Does BLX approach XCS-GA to XCS-ES?
                        Is BLX better than 2-point crossover in XCS?


                                                                                               Slide 13
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Outline


                     1.
                     1 Description of XCS

                     2. The New BLX Crossover Operator

                     3. Experimental Methodology

                     4. Results

                     5. Conclusions and Further Work



                                                                                               Slide 14
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Results
                Test Accuracy                          XCS-GA with                                    Original XCS
                                            XCS-ES with tournament                       XCS-ES
                                                                                         XCS ES with
                                                                                           truncation
                                proportionate
                                                                               XCS-ES with
                    XCS-GA with
                                                                                tournament
                                                                                t        t
                    proportionate




                                                                                                           Slide 15
Grup de Recerca en Sistemes Intel·ligents         New Crossover Operator for Rule Discovery in XCS
Results
                Two key observations:
                        BLX crossover enables XCS to fit complex boundaries more
                        accurately
                                 y
                        BLX may prevent XCS from over-fitting in complex domains


                Fit complex boundaries: the TAO problem




                   Domain                   Original XCS                     XCS-GA BLX          XCS-ES BLX
                        The freedom provided by BLX enables the system to create
                        new classifiers that fit the curved boundaries
                                                                                                       Slide 16
Grup de Recerca en Sistemes Intel·ligents     New Crossover Operator for Rule Discovery in XCS
Results
                Prevention from overfitting: The BAL problem




                To increase the training accuracy, two-point crossover starts
                to over-fit the training examples in the BAL problem
                        fi h       ii         lih               bl
                                                                                               Slide 17
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Outline


                     1.
                     1 Description of XCS

                     2. The New BLX Crossover Operator

                     3. Experimental Methodology

                     4. Results

                     5. Conclusions and Further Work



                                                                                               Slide 18
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Conclusions
                On average, BLX yields more accurate models than 2
                                                                 2-
                point crossover
                BLX crossover enhances XCS-GA
                        Morales et al. (2008) showed that XCS-ES resulted in more
                        accurate models than XCS GA.
                                              XCS-GA
                        BLX approaches XCS-GA results to XCS-ES results.
                Two important observations:
                        BLX helps fit curved boundaries.
                        BLX may prevent over-fitting.
                                         t     fitti
                The overall work clearly shows the importance of further
                research on GA operators.
                       h



                                                                                               Slide 19
Grup de Recerca en Sistemes Intel·ligents   New Crossover Operator for Rule Discovery in XCS
Further Work
                Well, BLX is good! But, always?
                        On average, yes!
                        Specific problems may not benefit from BLX


                May
                M evolution tell me when to use one operator or
                        l ti t ll    ht                  t
                another?
                        Existing studies on self-adaptation mutation for ternary rules
                          ii         di        lf d     i         if               l
                        Search for evolution signals
                        Combine different operators
                        Let classifiers decide which operator to use
                        Characterize learning domains



                                                                                                Slide 20
Grup de Recerca en Sistemes Intel·ligents    New Crossover Operator for Rule Discovery in XCS
New Crossover Operator for
Evolutionary Rule Discovery in XCS


             Sergio Morales-Ortigosa
                 Albert Orriols-Puig
              Ester Bernadó-Mansilla


             Enginyeria i Arquitectura La Salle
                  Universitat Ramon Llull
           {is09767,aorriols,esterb}@salle.url.edu

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HIS'2008: New Crossover Operator for Evolutionary Rule Discovery in XCS

  • 1. New Crossover Operator for Evolutionary Rule Discovery in XCS Sergio Morales-Ortigosa Albert Orriols-Puig Ester Bernadó-Mansilla Enginyeria i Arquitectura La Salle Universitat Ramon Llull {is09767,aorriols,esterb}@salle.url.edu
  • 2. Framework Michigan style Michigan-style LCSs are mature learning techniques Environment Sensorial Feedback Action state Any Representation: Classifier 1 Learning Genetic production rules, Classifier 2 Classifier genetic programs, Algorithm System perceptrons, perceptrons Classifier n SVMs Rule evolution: Typically, a GA: selection, crossover, mutation, and replacement XCS (Wilson, 95, 98) By far, the most influential LCS Slide 2 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 3. Motivation Problems with continuous attributes Interval-based representation (Wilson, 2001) IF v1 Є [l1, u1] and v2 Є [l2, u2] and … and vn Є [ln, un] THEN classi [ [ [ • 2-point crossover Too disruptive? • Mutation: add a random uniform value Could we use more information? Could we design better genetic operators? Not exactly clear the impact of crossover and mutation Systematic analysis Creative analysis: propose new operators i li Slide 3 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 4. Purpose of the Work Previous work (Morales et al., 2008a) Design an XCS based on evolution strategies (ES) Analyze the role of Gaussian mutation y Conclusion: Gaussian mutation (ES) enables XCS to approximate decision boundaries more accurately The purpose of this work is to Design a new crossover operator, BLX crossover, following the ideas observed in the ES-based XCS Compare GA-based XCS and ES-based XCS with the new crossover operator. Slide 4 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 5. Outline 1. 1 Description of XCS 2. The New BLX Crossover Operator 3. Experimental Methodology 4. Results 5. Conclusions and Further Work Slide 5 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 6. Description of XCS Environment Match Set [M] Problem instance 1C A PεF num as ts exp Selected 3C A PεF num as ts exp action 5C A PεF num as ts exp Population [ ] p [P] 6C A PεF num as ts exp Match set … REWARD generation 1C A PεF num as ts exp Prediction Array 1000/0 2C A PεF num as ts exp 3C A PεF num as ts exp c1 c2 … cn 4C A PεF num as ts exp p 5C A PεF num as ts exp Random Action 6C A PεF num as ts exp … Action Set [A] 1C A PεF num as ts exp Deletion Classifier 3C A PεF num as ts exp Selection, Reproduction, Parameters 5C A PεF num as ts exp Mutation 6C A PεF num as ts exp Update … Genetic Algorithm G ti Al ith Slide 6 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 7. Genetic Operators Selection Tournament selection Proportionate selection Truncation selection (ES) Offspring Parents Crossover: Two-point crossover Mutation: GA-based XCS: Add a uniform random value ES-based XCS: Add a Gaussian random value Slide 7 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 8. Outline 1. 1 Description of XCS 2. The New BLX Crossover Operator 3. Experimental Methodology 4. Results 5. Conclusions and Further Work Slide 8 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 9. BLX-Crossover Operator Problem with two-point crossover: two point Offspring maintain parent’s boundaries Mutation is responsible for modifying these boundaries Advantage of evolution strategies: Ad t f l ti tti Mutation is more focused Mutation is applied more often Aim of BLX-Crossover Combine the innovation power of 2-point crossover with also p p local search by permitting moving the boundaries Slide 9 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 10. BLX-Crossover Operator For each offspring o1 and o2, the intervals of each attribute [li, ui] are generated as: α = rand(0,0.5) lo1 = v1 + αI rand {-1, 1} { 1, lo2 = v1 + (1-α)I rand {-1, 1} uo1 = v4 + αI rand {-1, 1} uo2 = v4 + (1 )I rand { 1 1} (1-α)I d {-1, v2 v1 v3 v4 I Key aspects: Boundaries move according to I, the distance between parents bounds When one offspring is practically equal to the parents (α ≈ 0), the other is very different from them (α ≈ 0.5) Slide 10 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 11. Outline 1. 1 Description of XCS 2. The New BLX Crossover Operator 3. Experimental Methodology 4. Results 5. Conclusions and Further Work Slide 11 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 12. Experimental Methodology Experiments on 12 real world data sets from the UCI real-world repository 10 fold 10-fold cross validation Slide 12 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 13. Experimental Methodology XCS configured as: Iter=100000, Iter=100000 N = 6400 θGA = 50, Pcross = 0.8, Pmut = 0 04 6400, 50 08 0.04, r_0 = 0.6, m_0 = 0.1 Comparison of: XCS-GA with proportionate and tournament selection XCS-ES ith XCS ES with proportionate, tournament and truncation ti t t t dt ti selection XCS-GA ith t XCS GA with two point-crossover it Why this comparison? Does BLX approach XCS-GA to XCS-ES? Is BLX better than 2-point crossover in XCS? Slide 13 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 14. Outline 1. 1 Description of XCS 2. The New BLX Crossover Operator 3. Experimental Methodology 4. Results 5. Conclusions and Further Work Slide 14 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 15. Results Test Accuracy XCS-GA with Original XCS XCS-ES with tournament XCS-ES XCS ES with truncation proportionate XCS-ES with XCS-GA with tournament t t proportionate Slide 15 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 16. Results Two key observations: BLX crossover enables XCS to fit complex boundaries more accurately y BLX may prevent XCS from over-fitting in complex domains Fit complex boundaries: the TAO problem Domain Original XCS XCS-GA BLX XCS-ES BLX The freedom provided by BLX enables the system to create new classifiers that fit the curved boundaries Slide 16 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 17. Results Prevention from overfitting: The BAL problem To increase the training accuracy, two-point crossover starts to over-fit the training examples in the BAL problem fi h ii lih bl Slide 17 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 18. Outline 1. 1 Description of XCS 2. The New BLX Crossover Operator 3. Experimental Methodology 4. Results 5. Conclusions and Further Work Slide 18 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 19. Conclusions On average, BLX yields more accurate models than 2 2- point crossover BLX crossover enhances XCS-GA Morales et al. (2008) showed that XCS-ES resulted in more accurate models than XCS GA. XCS-GA BLX approaches XCS-GA results to XCS-ES results. Two important observations: BLX helps fit curved boundaries. BLX may prevent over-fitting. t fitti The overall work clearly shows the importance of further research on GA operators. h Slide 19 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 20. Further Work Well, BLX is good! But, always? On average, yes! Specific problems may not benefit from BLX May M evolution tell me when to use one operator or l ti t ll ht t another? Existing studies on self-adaptation mutation for ternary rules ii di lf d i if l Search for evolution signals Combine different operators Let classifiers decide which operator to use Characterize learning domains Slide 20 Grup de Recerca en Sistemes Intel·ligents New Crossover Operator for Rule Discovery in XCS
  • 21. New Crossover Operator for Evolutionary Rule Discovery in XCS Sergio Morales-Ortigosa Albert Orriols-Puig Ester Bernadó-Mansilla Enginyeria i Arquitectura La Salle Universitat Ramon Llull {is09767,aorriols,esterb}@salle.url.edu