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Building an End to End Recommendation Engine using Matrix Factorization with Cloud Deployment using Amazon SageMaker
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Building an End to End Recommendation Engine using Matrix Factorization with Cloud Deployment using Amazon SageMaker

Last Updated on July 19, 2023 by Editorial Team

Author(s): Anurag Bisht

Originally published on Towards AI.

Cloud Computing, Machine Learning

Image Courtesy: Google Cloud

How many times have you visited any shopping website and purchased anything, have you noticed that the website personalizes as per your purchase history?

You all must have watched YouTube videos. Does the app start suggesting videos in a certain fashion as per the type of content you watch?

What about watching a movie or browsing the internet, does the ads look familiar?

Recommendation engines are one of the most important applications of machine learning, they have changed how businesses interact with their customers. It helps users find related content, explore new items, and improve decision making, but it also helps content producers to learn user behavior and increase user engagement.

This not only helps businesses target their customers with the right kind of products, but it also helps users personalize their user experience based on their interests and consumption.

Types of Recommendation Systems:

Image courtesy: Google Cloud
  1. Content-based filtering:

Content-based filtering uses attributes of the items to recommend new items to a user. The recommendation is purely based on the content consumption history of the user. For eg. If a user watches 2 movies and rates a sci/fi movie high and a horror movie as low, the content-based recommendation engine will start recommending more sci/fi movies to that user.

Below is a user-item interaction matrix where the recommendation for the second user will only be based on the items rated by that user.

Image courtesy: Google

Cons: Cold start– Suppose a user has not rated enough movies, the recommendation engine would not take the unrated movies into account as it considers only the user history.

Used when: Enough user history is available.

2. Collaborative filtering:

It uses similarities between users and items simultaneously to determine what to recommend. This considers the whole user-item interaction matrix to recommend items to a user. For eg if 2 users show similar purchasing behavior of items, there is a high chance that both will buy similar types of items.

Below is an example where the whole matrix would be considered to recommend items to the second user.

Image courtesy: Google Cloud

Advantage: It overcomes the cold start problem as long as the similarity is detected between users.

Used when: There are high chances that the user interaction matrix will be sparse (the user may or may not rate most of the items).

Cons: In rare cases where users rarely interact with any item(eg. purchasing any super-luxury item), collaborative filtering might not help much.

3. Knowledge-based filtering:

In this explicit knowledge about the user is used to create a recommendation. For eg. asking some questions in the beginning in the form of a quiz or form.

Advantages: It overcomes the above problems.

Hybrid-based filtering: In a real-world scenario, a combination of all three techniques is used to build a recommendation engine. Hence it’s called hybrid-based filtering.

Today we will cover collaborative filtering for building our recommendation engine. We can follow 2 approaches to build our recommendation engine:

  1. Matrix Factorization:

The idea is to factorize the user-interaction matrix into user-factors and item-factors. Using the given user id, the product of both the matrix will result in a prediction rating. Using these top k rating users will get the recommendations of k items. In this blog, we will build our recommendation using matrix factorization.

Source: Google Cloud

The model can be represented mathematically using this equation.

Source: AWS

The three terms in this equation correspond respectively to the three components of the model:

  • The w0 term represents the global bias.
  • The wi linear terms model the strength of the ith variable.
  • The <vi,vj> factorization terms model the pairwise interaction between the ith and jth variable.

The model is trained to be reducing the loss metric.

For classification the log loss function has the equation:

Source: AWS

where

Source: AWS

ŷn: model prediction

yn: target value

For the regression task, the square loss function:

Source: AWS

You can read more about factorization machines using this whitepaper.

2. Neural Collaborative Filtering (NCF):

Before we jump into what neural collaborative filtering is we should understand 2 terms:

Explicit feedback: It is explicitly provided to the system by the user, for example like or dislike or rating to a video. This data may or may not be present based on user interaction.

Implicit feedback: This data is collected implicitly through the user’s usage pattern, eg watch time, click, views of a video. It is more readily available.

NCF goes one step beyond the traditional matrix factorization technique by using implicit feedback from the user-item interaction. For this NCF utilizes a multi-layer perceptron to introduce non-linearity in the solution.

Prerequisites:

For building our model, we need an AWS account and access to AWS SageMaker services. The dataset will be an opensource dataset. We will use AWS services like S3 to store the model artifacts and use AWS sagemaker hosting services to deploy our model end to end.

Note: Although you might be using AWS free tier services, AWS Sagemaker service may incur you charges if not under free trial to use Sagemaker services. So keep a watch on how long you use SageMaker services to avoid any surprises related to billing.

We will start with a bucket creation to store the model artifacts. For this, we will use the Amazon S3 service.

Screenshot1

Make sure you keep block all public access checked.

Once the bucket is created, go to Amazon SageMaker service to create a notebook instance.

Screenshot2

Once the instance is ready you can open jupyterlab.

Screenshot3
  1. Download the dataset from the public repository using the following commands:
!wget http://files.grouplens.org/datasets/movielens/ml-100k.zip
!unzip -o ml-100k.zip
Screenshot4

2. Inspect the dataset:

The next task is to inspect the downloaded dataset.

%cd ml-100k
!shuf ua.base -o ua.base.shuffled
!head -10 ua.base.shuffled
!head -10 ua.test
Screenshot5

3. Build training and testing dataset:

In this step, we will import necessary libraries and create a training and testing datasets.

import sagemaker
import sagemaker.amazon.common as smac
from sagemaker import get_execution_role
from sagemaker.predictor import json_deserializer
import boto3, csv, io, json
import numpy as np
from scipy.sparse import lil_matrix
nbUsers=943
nbMovies=1682
nbFeatures=nbUsers+nbMovies
nbRatingsTrain=90570
nbRatingsTest=9430
# For each user, build a list of rated movies.
# We'd need this to add random negative samples.
moviesByUser = {}
for userId in range(nbUsers):
moviesByUser[str(userId)]=[]

with open('ua.base.shuffled','r') as f:
samples=csv.reader(f,delimiter='\t')
for userId,movieId,rating,timestamp in samples:
moviesByUser[str(int(userId)-1)].append(int(movieId)-1)
def loadDataset(filename, lines, columns):
# Features are one-hot encoded in a sparse matrix
X = lil_matrix((lines, columns)).astype('float32')
# Labels are stored in a vector
Y = []
line=0
with open(filename,'r') as f:
samples=csv.reader(f,delimiter='\t')
for userId,movieId,rating,timestamp in samples:
X[line,int(userId)-1] = 1
X[line,int(nbUsers)+int(movieId)-1] = 1
if int(rating) >= 4:
Y.append(1)
else:
Y.append(0)
line=line+1

Y=np.array(Y).astype('float32')
return X,Y
X_train, Y_train = loadDataset('ua.base.shuffled', nbRatingsTrain, nbFeatures)
X_test, Y_test = loadDataset('ua.test',nbRatingsTest,nbFeatures)
print(X_train.shape)
print(Y_train.shape)
assert X_train.shape == (nbRatingsTrain, nbFeatures)
assert Y_train.shape == (nbRatingsTrain, )
zero_labels = np.count_nonzero(Y_train)
print("Training labels: %d zeros, %d ones" % (zero_labels, nbRatingsTrain-zero_labels))
print(X_test.shape)
print(Y_test.shape)
assert X_test.shape == (nbRatingsTest, nbFeatures)
assert Y_test.shape == (nbRatingsTest, )
zero_labels = np.count_nonzero(Y_test)
print("Test labels: %d zeros, %d ones" % (zero_labels, nbRatingsTest-zero_labels))

Once the training and testing dataset is ready, we will move on to the next step.

Screenshot6

4. Convert the samples to protobuf format and store in s3:

In this step, we will convert the dataset to protobuf format as Sagemaker accepts this format for a training job for the factorization machine and save it to s3.

bucket = 'movierecommendationdemo'
prefix = 'sagemaker/fm-movielens'
train_key = 'train.protobuf'
train_prefix = '{}/{}'.format(prefix, 'train3')
test_key = 'test.protobuf'
test_prefix = '{}/{}'.format(prefix, 'test3')
output_prefix = 's3://{}/{}/output'.format(bucket, prefix)def writeDatasetToProtobuf(X, Y, bucket, prefix, key):
buf = io.BytesIO()
smac.write_spmatrix_to_sparse_tensor(buf, X, Y)
buf.seek(0)
obj = '{}/{}'.format(prefix, key)
boto3.resource('s3').Bucket(bucket).Object(obj).upload_fileobj(buf)
return 's3://{}/{}'.format(bucket,obj)

train_data = writeDatasetToProtobuf(X_train, Y_train, bucket, train_prefix, train_key)
test_data = writeDatasetToProtobuf(X_test, Y_test, bucket, test_prefix, test_key)

print(train_data)
print(test_data)
print('Output: {}'.format(output_prefix))
Screenshot7

Once the artifacts are saved you can see them in the s3 bucket.

Screenshot8

5. Run the training job:

The next step is to create a training job and run it using predefined hyperparameters.

The following code will trigger the training job.

containers = {'us-west-2': '174872318107.dkr.ecr.us-west-2.amazonaws.com/factorization-machines:latest',
'us-east-1': '382416733822.dkr.ecr.us-east-1.amazonaws.com/factorization-machines:latest',
'us-east-2': '404615174143.dkr.ecr.us-east-2.amazonaws.com/factorization-machines:latest',
'eu-west-1': '438346466558.dkr.ecr.eu-west-1.amazonaws.com/factorization-machines:latest'}
fm = sagemaker.estimator.Estimator(containers[boto3.Session().region_name],
get_execution_role(),
train_instance_count=1,
train_instance_type='ml.c4.xlarge',
output_path=output_prefix,
sagemaker_session=sagemaker.Session())
fm.set_hyperparameters(feature_dim=nbFeatures,
predictor_type='binary_classifier',
mini_batch_size=1000,
num_factors=64,
epochs=100)
fm.fit({'train': train_data, 'test': test_data})

Once the training job starts, the user can track it from the dashboard under the training job section.

Screenshot9

Once the training job is completed you can start using the trained model. Also, you can tune the hyperparameters using hyperparameter jobs. You can refer back to my post where I showed how to use hyperparameter tuning jobs

Screenshot10

6. Deploy the baseline model:

Now we can deploy our model by invoking the API programmatically or deploying it using the sagemaker dashboard.

fm_predictor = fm.deploy(instance_type='ml.c4.xlarge', initial_instance_count=1)def fm_serializer(data):
js = {'instances': []}
for row in data:
js['instances'].append({'features': row.tolist()})
#print js
return json.dumps(js)
fm_predictor.content_type = 'application/json'
fm_predictor.serializer = fm_serializer
fm_predictor.deserializer = json_deserializer
Screenshot11

Once the endpoint is created, you can run the predictions to get recommendations on the movie for the set of users.

result = fm_predictor.predict(X_test[1000:1010].toarray())
print(result)
print (Y_test[1000:1010])
Screenshot12

Here predicted label (0 or 1) represents whether the user should watch movies or not with confidence scores.

7. Clean up activities:

To avoid any incurring charges, it is a good practice to delete endpoints, artifacts in the s3 bucket.

sagemaker.Session().delete_endpoint(fm_predictor.endpoint)

You also need to delete any endpoint configuration along with endpoints.

Screenshot13

Delete any created models.

Screenshot14

Note: Stop any running notebook instances (delete if necessary after termination)

Screenshot15

You can also delete any artifacts in the S3 bucket.

You can find the full jupyter notebook here.

Hope you enjoyed this post, let me know about your thoughts if you have any queries or suggestions, would love to hear more from you. If you are enjoying the AI journey, stay tuned its going to be fun in future posts.

You can follow me for tutorials on AI/machine learning, data analytics, and BI. You can connect with me on LinkedIn.

References:

  1. Amazon Web Services Training
  2. Google Cloud Training
  3. Algorithm whitepaper

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