Break Out of a Pigeonhole: A Unified Framework for Examining Miscalibration, Bias, and Stereotype in Recommender Systems

Despite the benefits of personalizing items and information tailored to users' needs, it has been found that recommender systems tend to introduce biases that favor popular items or certain categories of items, and dominant user groups. In this study, we aim to characterize the systematic errors of a recommendation system and how they manifest in various accountability issues, such as stereotypes, biases, and miscalibration. We propose a unified framework that distinguishes the sources of prediction errors into a set of key measures that quantify the various types of system-induced effects, both at the individual and collective levels. Based on our measuring framework, we examine the most widely adopted algorithms in the context of movie recommendation. Our research reveals three important findings: (1) Differences between algorithms: recommendations generated by simpler algorithms tend to be more stereotypical but less biased than those generated by more complex algorithms. (2) Disparate impact on groups and individuals: system-induced biases and stereotypes have a disproportionate effect on atypical users and minority groups (e.g., women and older users). (3) Mitigation opportunity: using structural equation modeling, we identify the interactions between user characteristics (typicality and diversity), system-induced effects, and miscalibration. We further investigate the possibility of mitigating system-induced effects by oversampling underrepresented groups and individuals, which was found to be effective in reducing stereotypes and improving recommendation quality. Our research is the first systematic examination of not only system-induced effects and miscalibration but also the stereotyping issue in recommender systems.

HungerGist: An Interpretable Predictive Model for Food Insecurity

The escalating food insecurity in Africa, caused by factors such as war, climate change, and poverty, demonstrates the critical need for advanced early warning systems. Traditional methodologies, relying on expert-curated data encompassing climate, geography, and social disturbances, often fall short due to data limitations, hindering comprehensive analysis and potential discovery of new predictive factors. To address this, this paper introduces "HungerGist", a multi-task deep learning model utilizing news texts and NLP techniques. Using a corpus of over 53,000 news articles from nine African countries over four years, we demonstrate that our model, trained solely on news data, outperforms the baseline method trained on both traditional risk factors and human-curated keywords. In addition, our method has the ability to detect critical texts that contain interpretable signals known as "gists." Moreover, our examination of these gists indicates that this approach has the potential to reveal latent factors that would otherwise remain concealed in unstructured texts.

VISPUR: Visual Aids for Identifying and Interpreting Spurious Associations in Data-Driven Decisions

Big data and machine learning tools have jointly empowered humans in making data-driven decisions. However, many of them capture empirical associations that might be spurious due to confounding factors and subgroup heterogeneity. The famous Simpson's paradox is such a phenomenon where aggregated and subgroup-level associations contradict with each other, causing cognitive confusions and difficulty in making adequate interpretations and decisions. Existing tools provide little insights for humans to locate, reason about, and prevent pitfalls of spurious association in practice. We propose VISPUR, a visual analytic system that provides a causal analysis framework and a human-centric workflow for tackling spurious associations. These include a CONFOUNDER DASHBOARD, which can automatically identify possible confounding factors, and a SUBGROUP VIEWER, which allows for the visualization and comparison of diverse subgroup patterns that likely or potentially result in a misinterpretation of causality. Additionally, we propose a REASONING STORYBOARD, which uses a flow-based approach to illustrate paradoxical phenomena, as well as an interactive DECISION DIAGNOSIS panel that helps ensure accountable decision-making. Through an expert interview and a controlled user experiment, our qualitative and quantitative results demonstrate that the proposed "de-paradox" workflow and the designed visual analytic system are effective in helping human users to identify and understand spurious associations, as well as to make accountable causal decisions.

Tribe or Not? Critical Inspection of Group Differences Using TribalGram

With the rise of AI and data mining techniques, group profiling and group-level analysis have been increasingly used in many domains including policy making and direct marketing. In some cases, the statistics extracted from data may provide insights to a group's shared characteristics; in others, the group-level analysis can lead to problems including stereotyping and systematic oppression. How can analytic tools facilitate a more conscientious process in group analysis? In this work, we identify a set of accountable group analytics design guidelines to explicate the needs for group differentiation and preventing overgeneralization of a group. Following the design guidelines, we develop TribalGram, a visual analytic suite that leverages interpretable machine learning algorithms and visualization to offer inference assessment, model explanation, data corroboration, and sense-making. Through the interviews with domain experts, we showcase how our design and tools can bring a richer understanding of "groups" mined from the data.

ESCAPE: Countering Systematic Errors from Machine's Blind Spots via Interactive Visual Analysis

Classification models learn to generalize the associations between data samples and their target classes. However, researchers have increasingly observed that machine learning practice easily leads to systematic errors in AI applications, a phenomenon referred to as AI blindspots. Such blindspots arise when a model is trained with training samples (e.g., cat/dog classification) where important patterns (e.g., black cats) are missing or periphery/undesirable patterns (e.g., dogs with grass background) are misleading towards a certain class. Even more sophisticated techniques cannot guarantee to capture, reason about, and prevent the spurious associations. In this work, we propose ESCAPE, a visual analytic system that promotes a human-in-the-loop workflow for countering systematic errors. By allowing human users to easily inspect spurious associations, the system facilitates users to spontaneously recognize concepts associated misclassifications and evaluate mitigation strategies that can reduce biased associations. We also propose two statistical approaches, relative concept association to better quantify the associations between a concept and instances, and debias method to mitigate spurious associations. We demonstrate the utility of our proposed ESCAPE system and statistical measures through extensive evaluation including quantitative experiments, usage scenarios, expert interviews, and controlled user experiments.

FairSight: Visual Analytics for Fairness in Decision Making

Data-driven decision making related to individuals has become increasingly pervasive, but the issue concerning the potential discrimination has been raised by recent studies. In response, researchers have made efforts to propose and implement fairness measures and algorithms, but those efforts have not been translated to the real-world practice of data-driven decision making. As such, there is still an urgent need to create a viable tool to facilitate fair decision making. We propose FairSight, a visual analytic system to address this need; it is designed to achieve different notions of fairness in ranking decisions through identifying the required actions -- understanding, measuring, diagnosing and mitigating biases -- that together lead to fairer decision making. Through a case study and user study, we demonstrate that the proposed visual analytic and diagnostic modules in the system are effective in understanding the fairness-aware decision pipeline and obtaining more fair outcomes.