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Matrix factorization (recommender systems)

Matrix factorization (recommender systems) is a science topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Matrix factorization (recommender systems) rather than just read about it. In short: Matrix factorization is a class of collaborative filtering algorithms used in recommender systems. Matrix factorization algorithms work by decomposing the user-item interaction matrix into the product of two lower dimensionality rectangular matrices.

Key takeaways

  • Matrix factorization (recommender systems) belongs to science; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Matrix factorization (recommender systems) to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Matrix factorization (recommender systems) from memory before moving on to harder problems.

Reference excerpt

Matrix factorization is a class of collaborative filtering algorithms used in recommender systems. Matrix factorization algorithms work by decomposing the user-item interaction matrix into the product of two lower dimensionality rectangular matrices. This family of methods became widely known during the Netflix prize challenge due to its effectiveness as reported by Simon Funk in his 2006 blog post, where he shared his findings with the research community. The prediction results can be improved by assigning different regularization weights to the latent factors based on items' popularity and users' activeness.

Techniques The idea behind matrix factorization is to represent users and items in a lower dimensional latent space. Since the initial work by Funk in 2006 a multitude of matrix factorization approaches have been proposed for recommender systems. Some of the most used and simpler ones are listed in the following sections.

Funk MF The original algorithm proposed by Simon Funk in his blog post factorized the user-item rating matrix as the product of two lower dimensional matrices, the first one has a row for each user, while the second has a column for each item. The row or column associated to a specific user or item is referred to as latent factors. Note that, in Funk MF no singular value decomposition is applied, it is a SVD-like machine learning model. The predicted ratings can be computed as R ~ = H W {\displaystyle {\tilde {R}}=HW} , where R ~ ∈ R users × items {\displaystyle {\tilde {R}}\in \mathbb {R} ^{{\text{users}}\times {\text{items}}}} is the user-item rating matrix, H ∈ R users × latent factors {\displaystyle H\in \mathbb {R} ^{{\text{users}}\times {\text{latent factors}}}} contains the user's latent factors and W ∈ R latent factors × items {\displaystyle W\in \mathbb {R} ^{{\text{latent factors}}\times {\text{items}}}} the item's latent factors. Specifically, the predicted rating user u will give to item i is computed as:

r ~ u i = ∑ f = 0 n factors H u , f W f , i {\displaystyle {\tilde {r}}_{ui}=\sum _{f=0}^{\text{n factors}}H_{u,f}W_{f,i}}

It is possible to tune the expressive power of the model by changing the number of latent factors. It has been demonstrated that a matrix factorization with one latent factor is equivalent to a most popular or top popular recommender (e.g. recommends the items with the most interactions without any personalization). Increasing the number of latent factors will improve personalization, therefore recommendation quality, until the number of factors becomes too high, at which point the model starts to overfit and the recommendation quality will decrease. A common strategy to avoid overfitting is to add regularization terms to the objective function. Funk MF was developed as a rating prediction problem, therefore it uses explicit numerical ratings as user-item interactions. All things considered, Funk MF minimizes the following objective function:

a r g m i n H , W ‖ R − R ~ ‖ F + α ‖ H ‖ + β ‖ W ‖ {\displaystyle {\underset {H,W}{\operatorname {arg\,min} }}\,\|R-{\tilde {R}}\|_{\rm {F}}+\alpha \|H\|+\beta \|W\|}

Where ‖ . ‖ F {\displaystyle \|.\|_{\rm {F}}} is defined to be the frobenius norm whereas the other norms might be either frobenius or another norm depending on the specific recommending problem.

SVD++ While Funk MF is able to provide very good recommendation quality, its ability to use only explicit numerical ratings as user-items interactions constitutes a limitation. Modern day recommender systems should exploit all available interactions both explicit (e.g. numerical ratings) and implicit (e.g. likes, purchases, skipped, bookmarked). To this end SVD++ was designed to take into account implicit interactions as well. Compared to Funk MF, SVD++ takes also into account user and item bias. The predicted rating user u will give to item i is computed as:

… excerpt ends here. Continue reading the full article.

Worked examples

Example 1 — a first encounter with Matrix factorization (recommender systems)

Start with the simplest possible case. Write down what Matrix factorization (recommender systems) claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In science, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Matrix factorization (recommender systems) before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Matrix factorization (recommender systems) ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Matrix factorization (recommender systems)

In research
Matrix factorization (recommender systems) appears in science research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Matrix factorization (recommender systems) in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Matrix factorization (recommender systems) is common in secondary-school and first-year university syllabi. It links to neighbouring topics Collective intelligence, Information systems, Recommender systems, so understanding it makes those chapters shorter.
In everyday life
Look for Matrix factorization (recommender systems) outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.

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How to study Matrix factorization (recommender systems) in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Matrix factorization (recommender systems) means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Matrix factorization (recommender systems) out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Matrix factorization (recommender systems) in simple terms?

Matrix factorization is a class of collaborative filtering algorithms used in recommender systems. Matrix factorization algorithms work by decomposing the user-item interaction matrix into the product of two lower dimensionality rectangular matrices.

Why does Matrix factorization (recommender systems) matter?

Because it connects several science ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Matrix factorization (recommender systems)?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Matrix factorization (recommender systems).

Tags

  • Collective intelligence
  • Information systems
  • Recommender systems

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