Abstract
Recommender systems provide valuable support for users who are searching for products in e-commerce environments. Research in the field long focused on rating-based algorithms supporting the recommendation of quality and taste products such as news, books, or movies. The recommendation of more complex products such as financial services or electronic consumer goods however requires additional types of knowledge to be encoded in a recommender system. Constraint-based approaches are particularly well suited and can make the product selection process more effective in such domains. In this chapter, we review constraint-based recommendation approaches and provide an overview of technologies for the development of knowledge bases for constraint-based recommenders since appropriate tool support can be crucial in practical settings. We furthermore discuss possible forms of user interaction that are supported by constraint-based recommender applications, report scenarios in which constraint-based recommenders have been successfully applied, and review different technical solution approaches. An outline of possible directions for future research concludes this chapter.
This is a preview of subscription content, log in via an institution.
Buying options
Tax calculation will be finalised at checkout
Purchases are for personal use only
Learn about institutional subscriptionsNotes
- 1.
- 2.
For simplicity, we omit the specification of V PROD , C F , and C PROD .
- 3.
The general idea of exploring a database by criticizing successive examples is in fact much older and was already proposed in the early 1980s in an information-retrieval context [73].
- 4.
For an overview of related similarity metrics we refer to [53].
References
Adomavicius, G., Mobasher, B., Ricci, F., Tuzhilin, A.: Context-aware recommender systems. AI Magazine 32(3), 67–80 (2011)
Bistarelli, S., Montanary, U., Rossi, F.: Semiring-based Constraint Satisfaction and Optimization. Journal of the ACM 44, 201–236 (1997)
Bridge, D.: Towards Conversational Recommender Systems: a Dialogue Grammar Approach. In: D.W. Aha (ed.) EWCBR-02 Workshop on Mixed Initiative CBR, pp. 9–22 (2002)
Bridge, D., Goeker, M., McGinty, L., Smyth, B.: Case-based recommender systems. Knowledge Engineering Review 20(3), 315–320 (2005)
Burke, R.: Knowledge-Based Recommender Systems. Encyclopedia of Library and Information Science 69(32), 180–200 (2000)
Burke, R.: Hybrid Recommender Systems: Survey and Experiments. User Modeling and User-Adapted Interaction 12(4), 331–370 (2002)
Burke, R., Hammond, K., Young, B.: Knowledge-based navigation of complex information spaces. In: 13th National Conference on Artificial Intelligence, AAAI’96, pp. 462–468. AAAI Press (1996)
Burke, R., Hammond, K., Young, B.: The FindMe Approach to Assisted Browsing. IEEE Intelligent Systems 12(4), 32–40 (1997)
Burnett, M.: HCI research regarding end-user requirement specification: a tutorial. Knowledge-based Systems 16, 341–349 (2003)
Chen, L., deGemmis, M., Felfernig, A., Lops, P., Ricci, F., Semeraro, G.: Human Decision Making and Recommender Systems. ACM Transactions on Interactive Intelligent Systems 3(3), article no. 17 (2013)
Chen, L., Pu, P.: Evaluating Critiquing-based Recommender Agents. In: 21st National Conference on Artificial Intelligence, AAAI/IAAI’06, pp. 157–162. AAAI Press, Boston, Massachusetts, USA (2006)
Elmasri, R., Navathe, S.: Fundamentals of Database Systems. Addison Wesley (2006)
Erich C.T., Markus Z.: Decision Biases in Recommender Systems. Journal of Internet Commerce 14(2), 255–275 (2015). doi:10.1080/15332861.2015.1018703
Falkner, A., Felfernig, A., Haag, A.: Recommendation Technologies for Configurable Products. AI Magazine 32(3), 99–108 (2011)
Felfernig, A.: Reducing Development and Maintenance Efforts for Web-based Recommender Applications. Web Engineering and Technology 3(3), 329–351 (2007)
Felfernig, A., Burke, R.: Constraint-based recommender systems: technologies and research issues. In: 10th International Conference on Electronic Commerce, ICEC’08, pp. 1–10. ACM, New York, NY, USA (2008)
Felfernig, A., Friedrich, G., Isak, K., Shchekotykhin, K.M., Teppan, E., Jannach, D.: Automated debugging of recommender user interface descriptions. Applied Intelligence 31(1), 1–14 (2009)
Felfernig, A., Friedrich, G., Jannach, D., Stumptner, M.: Consistency-based diagnosis of configuration knowledge bases. AI Journal 152(2), 213–234 (2004)
Felfernig, A., Friedrich, G., Jannach, D., Zanker, M.: An integrated environment for the development of knowledge-based recommender applications. International Journal of Electronic Commerce 11(2), 11–34 (2007)
Felfernig, A., Friedrich, G., Schubert, M., Mandl, M., Mairitsch, M., Teppan, E.: Plausible Repairs for Inconsistent Requirements. In: 21st International Joint Conference on Artificial Intelligence, IJCAI’09, pp. 791–796. Pasadena, CA, USA (2009)
Felfernig, A., Gula, B.: An Empirical Study on Consumer Behavior in the Interaction with Knowledge-based Recommender Applications. In: 8th IEEE International Conference on E-Commerce Technology (CEC 2006) / Third IEEE International Conference on Enterprise Computing, E-Commerce and E-Services (EEE 2006), p. 37 (2006)
Felfernig, A., Isak, K., Kruggel, T.: Testing Knowledge-based Recommender Systems. OEGAI Journal 4, 12–18 (2007)
Felfernig, A., Isak, K., Szabo, K., Zachar, P.: The VITA Financial Services Sales Support Environment. In: 22nd AAAI Conference on Artificial Intelligence and the 19th Conference on Innovative Applications of Artificial Intelligence, AAAI/IAAI’07, pp. 1692–1699. Vancouver, Canada (2007)
Felfernig, A., Kiener, A.: Knowledge-based Interactive Selling of Financial Services using FSAdvisor. In: 20th National Conference on Artificial Intelligence, AAAI/IAAI’05, pp. 1475–1482. AAAI Press, Pittsburgh, PA (2005)
Felfernig, A., Mairitsch, M., Mandl, M., Schubert, M., Teppan, E.: Utility-based Repair of Inconsistent Requirements. In: 22nd International Conference on Industrial, Engineering and Other Applications of Applied Intelligence Systems, IEAAIE 2009, Springer Lecture Notes on Artificial Intelligence, pp. 162–171. Springer, Taiwan (2009)
Felfernig, A., Reiterer, S., Stettinger, M., Reinfrank, F., Jeran, M., Ninaus, G.: Recommender Systems for Configuration Knowledge Engineering. In: Workshop on Configuration, pp. 51–54 (2013)
Felfernig, A., Schippel, S., Leitner, G., Reinfrank, F., Isak, K., Mandl, M., Blazek, P., Ninaus, G.: Automated Repair of Scoring Rules in Constraint-based Recommender Systems. AI Communications 26(2), 15–27 (2013)
Felfernig, A., Schubert, M., Reiterer, S.: Personalized diagnosis for over-constrained problems. In: Proceedings of the 23rd International Joint Conference on Artificial Intelligence. Beijing, China (2013)
Felfernig, A., Schubert, M., Zehentner, C.: An efficient diagnosis algorithm for inconsistent constraint sets. Artificial Intelligence for Engineering Design, Analysis, and Manufacturing (AIEDAM) 26(1), 53–62 (2012)
Felfernig, A., Teppan, E.: Decoy Effects in Financial Service E-Sales Systems. In: RecSys11 Workshop on Human Decision Making in Recommender Systems, pp. 1–8 (2011)
Felfernig, A., Teppan, E., Friedrich, G., Isak, K.: Intelligent debugging and repair of utility constraint sets in knowledge-based recommender applications. In: ACM International Conference on Intelligent User Interfaces, IUI 2008, pp. 217–226 (2008)
Gil, Y., Motta, E., Benjamins, V., Musen, M. (eds.): The Semantic Web - ISWC 2005, 4th International Semantic Web Conference, ISWC 2005, Galway, Ireland, November 6–10, 2005, Lecture Notes in Computer Science, vol. 3729. Springer (2005)
Godfrey, P.: Minimization in Cooperative Response to Failing Database Queries. International Journal of Cooperative Information Systems 6(2), 95–149 (1997)
Grasch, P., Felfernig, A., Reinfrank, F.: Recomment: towards critiquing-based recommendation with speech interaction. In: Seventh ACM Conference on Recommender Systems, RecSys ’13, pp. 157–164. Hong Kong, China (2013)
Herlocker, J., Konstan, J., Terveen, L., Riedl, J.: Evaluating Collaborative Filtering Recommender Systems. ACM Transactions on Information Systems 22(1), 5–53 (2004)
Jannach, D.: Advisor Suite - A knowledge-based sales advisory system. In: R.L. de Mantaras, L. Saitta (eds.) European Conference on Artificial Intelligence, ECAI 2004, pp. 720–724. IOS Press, Valencia, Spain (2004)
Jannach, D.: Preference-based treatment of empty result sets in product finders and knowledge-based recommenders. In: 27th Annual Conference on Artificial Intelligence, KI 2004, pp. 145–159. Ulm, Germany (2004)
Jannach, D.: Techniques for Fast Query Relaxation in Content-based Recommender Systems. In: C. Freksa, M. Kohlhase, K. Schill (eds.) 29th German Conference on AI, KI 2006, pp. 49–63. Springer LNAI 4314, Bremen, Germany (2006)
Jannach, D.: Fast computation of query relaxations for knowledge-based recommenders. AI Communications 22(4), 235–248 (2009)
Jannach, D., Bundgaard-Joergensen, U.: SAT: A Web-Based Interactive Advisor For Investor-Ready Business Plans. In: International Conference on e-Business, pp. 99–106 (2007)
Jannach, D., Kreutler, G.: Personalized User Preference Elicitation for e-Services. In: IEEE International Conference on e-Technology, e-Commerce, and e-Services, EEE 2005, pp. 604–611. IEEE Computer Society, Hong Kong (2005)
Jannach, D., Kreutler, G.: Rapid Development Of Knowledge-Based Conversational Recommender Applications With Advisor Suite. Journal of Web Engineering 6, 165–192 (2007)
Jannach, D., Shchekotykhin, K.M., Friedrich, G.: Automated ontology instantiation from tabular web sources - the allright system. Journal of Web Semantics 7(3), 136–153 (2009)
Jannach, D., Zanker, M., Fuchs, M.: Constraint-based recommendation in tourism: A multi-perspective case study. Journal of Information Technology and Tourism 11(2), 139–155 (2009)
Junker, U.: QUICKXPLAIN: Preferred Explanations and Relaxations for Over-Constrained Problems. In: National Conference on Artificial Intelligence, AAAI’04, pp. 167–172. AAAI Press, San Jose (2004)
Kaminskas, M., Ricci, F., Schedl, M.: Location-aware music recommendation using auto-tagging and hybrid matching. In: 7th ACM Conference on Recommender Systems, RecSys ’13, Hong Kong, China, October 12–16, 2013, pp. 17–24 (2013)
Konstan, J., Miller, N., Maltz, D., Herlocker, J., Gordon, R., Riedl, J.: GroupLens: applying collaborative filtering to Usenet news. Communications of the ACM 40(3), 77–87 (1997)
Lakshmanan, L., Leone, N., Ross, R., Subrahmanian, V.: ProbView: A Flexible Probabilistic Database System. ACM Transactions on Database Systems 22(3), 419–469 (1997)
Lorenzi, F., Ricci, F., Tostes, R., Brasil, R.: Case-based recommender systems: A unifying view. In: Intelligent Techniques in Web Personalisation, no. 3169 in Lecture Notes in Computer Science, pp. 89–113. Springer (2005)
Mahmood, T., Ricci, F.: Learning and adaptivity in interactive recommender systems. In: 9th International Conference on Electronic Commerce, ICEC’07, pp. 75–84. ACM Press, New York, NY, USA (2007)
Mandl, M., Felfernig, A.: Improving the performance of unit critiquing. In: 20th International Conference on User Modeling, Adaptation, and Personalization (UMAP 2012), pp. 176–187. Montreal, Canada (2012)
McCarthy, K., Y.Salem, Smyth, B.: Experience-based critiquing: Reusing critiquing experiences to improve conversational recommendation. In: ICCBR’10, pp. 480–494 (2010)
McSherry., D.: Similarity and compromise. In: ICCBR’03, pp. 291–305. Trondheim, Norway (2003)
McSherry, D.: Incremental Relaxation of Unsuccessful Queries. In: P. Funk, P.G. Calero (eds.) European Conference on Case-based Reasoning, ECCBR 2004, no. 3155 in Lecture Notes in Artificial Intelligence, pp. 331–345. Springer (2004)
McSherry, D.: Retrieval Failure and Recovery in Recommender Systems. Artificial Intelligence Review 24(3–4), 319–338 (2005)
Mirzadeh, N., Ricci, F., Bansal, M.: Feature Selection Methods for Conversational Recommender Systems. In: IEEE International Conference on e-Technology, e-Commerce and e-Service on e-Technology, e-Commerce and e-Service, EEE 2005, pp. 772–777. IEEE Computer Society, Washington, DC, USA (2005)
Paakko, J., Raatikainen, M., Myllarniemi, V., Mannisto, T.: Applying recommendation systems for composing dynamic services for mobile devices. In: 19th Asia-Pacific Software Engineering Conference (APSEC), pp. 40–51 (2012)
Parameswaran, A., Venetis, P., Garcia-Molina, H.: Recommendation systems with complex constraints: A course recommendation perspective. ACM Transactions on Information Systems 29(4), 20:1–20:33 (2011)
Pazzani, M.: A Framework for Collaborative, Content-Based and Demographic Filtering. Artificial Intelligence Review 13(5–6), 393–408 (1999)
Peischl, B., Nica, M., Zanker, M., Schmid, W.: Recommending effort estimation methods for software project management. In: International Conference on Web Intelligence and Intelligent Agent Technology - WPRRS Workshop, vol. 3, pp. 77–80. Milano, Italy (2009)
Reilly, J., McCarthy, K., McGinty, L., Smyth, B.: Dynamic Critiquing. In: 7th European Conference on Case-based Reasoning, ECCBR 2004, pp. 763–777. Madrid, Spain (2004)
Reiter, R.: A theory of diagnosis from first principles. AI Journal 32(1), 57–95 (1987)
Reiterer, S., Felfernig, A., Blazek, P., Leitner, G., Reinfrank, F., Ninaus, G.: WeeVis. In: A. Felfernig, L. Hotz, C. Bagley, J. Tiihonen (eds.) Knowledge-based Configuration – From Research to Business Cases, chap. 25, pp. 365–376. Morgan Kaufmann Publishers (2013)
Ricci, F., Mirzadeh, N., Bansal, M.: Supporting User Query Relaxation in a Recommender System. In: 5th International Conference in E-Commerce and Web-Technologies, EC-Web 2004, pp. 31–40. Zaragoza, Spain (2004)
Ricci, F., Mirzadeh, N., Venturini, A.: Intelligent query management in a mediator architecture. In: 1st International IEEE Symposium on Intelligent Systems, vol. 1, pp. 221–226. Varna, Bulgaria (2002)
Ricci, F., Nguyen, Q.: Acquiring and Revising Preferences in a Critique-Based Mobile Recommender System. IEEE Intelligent Systems 22(3), 22–29 (2007)
Ricci, F., Venturini, A., Cavada, D., Mirzadeh, N., Blaas, D., Nones, M.: Product Recommendation with Interactive Query Management and Twofold Similarity. In: 5th International Conference on Case-Based Reasoning, pp. 479–493. Trondheim, Norway (2003)
Shchekotykhin, K., Friedrich, G.: Argumentation based constraint acquisition. In: IEEE International Conference on Data Mining (2009)
Smyth, B., McGinty, L., Reilly, J., McCarthy, K.: Compound Critiques for Conversational Recommender Systems. In: IEEE/WIC/ACM International Conference on Web Intelligence, WI’04, pp. 145–151. Maebashi, Japan (2004)
Teppan, E., Felfernig, A.: Minimization of Product Utility Estimation Errors in Recommender Result Set Evaluations. Web Intelligence and Agent Systems 10(4), 385–395 (2012)
Thompson, C., Goeker, M., Langley, P.: A Personalized System for Conversational Recommendations. Journal of Artificial Intelligence Research 21, 393–428 (2004)
Tsang, E.: Foundations of Constraint Satisfaction. Academic Press, London (1993)
Williams, M., Tou, F.: RABBIT: An interface for database access. In: AAAI’82, pp. 83–87. ACM, New York, NY, USA (1982)
Winterfeldt, D., Edwards, W.: Decision Analysis and Behavioral Research. Cambridge University Press (1986)
Xie, H., L.Chen, Wang, F.: Collaborative compound critiquing. In: 22nd International Conference on User Modeling, Adaptation, and Personalization (UMAP 2014), pp. 254–265. Aalborg, Denmark (2014)
Zanker, M.: A Collaborative Constraint-Based Meta-Level Recommender. In: 2nd ACM International Conference on Recommender Systems, RecSys 2008, pp. 139–146. ACM Press, Lausanne, Switzerland (2008)
Zanker, M., Bricman, M., Gordea, S., Jannach, D., Jessenitschnig, M.: Persuasive online-selling in quality & taste domains. In: 7th International Conference on Electronic Commerce and Web Technologies, EC-Web 2006, pp. 51–60. Springer, Krakow, Poland (2006)
Zanker, M., Fuchs, M., Höpken, W., Tuta, M., Müller, N.: Evaluating Recommender Systems in Tourism - A Case Study from Austria. In: International Conference on Information and Communication Technologies in Tourism, ENTER 2008, pp. 24–34 (2008)
Zanker, M., Jessenitschnig, M.: Case-studies on exploiting explicit customer requirements in recommender systems. User Modeling and User-Adapted Interaction: The Journal of Personalization Research, A. Tuzhilin and B. Mobasher (Eds.): Special issue on Data Mining for Personalization 19(1–2), 133–166 (2009)
Zanker, M., Jessenitschnig, M., Jannach, D., Gordea, S.: Comparing recommendation strategies in a commercial context. IEEE Intelligent Systems 22(May/Jun), 69–73 (2007)
Zanker, M., Jessenitschnig, M., Schmid, W.: Preference reasoning with soft constraints in constraint-based recommender systems. Constraints 15(4), 574–595 (2010)
Zhang, J., Jones, N., Pu, P.: A visual interface for critiquing-based recommender systems. In: ACM EC’08, pp. 230–239. ACM, New York, NY, USA (2008)
Ziegler, C.: Semantic Web Recommender Systems. In: EDBT Workshop, EDBT’04, pp. 78–89 (2004)
Author information
Authors and Affiliations
Corresponding author
Editor information
Editors and Affiliations
Rights and permissions
Copyright information
© 2015 Springer Science+Business Media New York
About this chapter
Cite this chapter
Felfernig, A., Friedrich, G., Jannach, D., Zanker, M. (2015). Constraint-Based Recommender Systems. In: Ricci, F., Rokach, L., Shapira, B. (eds) Recommender Systems Handbook. Springer, Boston, MA. https://doi.org/10.1007/978-1-4899-7637-6_5
Download citation
DOI: https://doi.org/10.1007/978-1-4899-7637-6_5
Publisher Name: Springer, Boston, MA
Print ISBN: 978-1-4899-7636-9
Online ISBN: 978-1-4899-7637-6
eBook Packages: Computer ScienceComputer Science (R0)