2002/1/17ids lab seminar evaluating a clustering solution: an application in the tourism market...

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2002/1/17 IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

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2002/1/17IDS Lab Seminar Motivation To evaluate a clustering solution

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Page 1: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Evaluating a clustering solution: An application in the tourism market

Advisor: Dr. HsuGraduate: Yung-Chu Lin

Page 2: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Outline Motivation Objective The various paradigms The number of clusters Utility concepts Proposed approach A tourism market application Conclusion

Page 3: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Motivation To evaluate a clustering solution

Page 4: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Objective Propose a framework for

evaluating a clustering solution Advocate a multimethodological

approach

Page 5: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

The various paradigms Statistical method

Measures of association, association test, Automatic Interaction Detection(AID), Classification and Regression Tree-CART, Discriminant Analysis and Logistic Regression Machine Learning

Tree Classification algorithm-C4.5 and prepositional rules-CN2 The conjugation of methodologies sets the stage for dealing with rich and complex problems

Page 6: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Statistical methodologies Association between two nominal

variables

Cramer Statistic

Page 7: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Statistical methodologies(cont’d) Uncertainty Coefficient

Page 8: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Statistical methodologies(cont’d)

Mutual Information

ANOVA MANOVA CART Discriminant Analysis Logistic Regression

Page 9: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Machine learning methodologies Decision Trees

Provide a hierarchical process and model of classification Nonbacktracking and greedy optimisation algorithm

Propositional Rules Provide logic models Represented by “if condition then cluster”

Neural Networks Navie Bayes

Page 10: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

The number of clusters May be set a priori May be an outcome of the

clustering process itself The best number is obtained by

comparing measures of model fit for as alternative numbers of clusters

Page 11: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

The number of clusters(cont’d) Mixture Model Akaike Criteria(AIC)

Page 12: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Utility concepts The main question in evaluating a clustering a question about utility Utility is evaluated by judgement

Page 13: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Proposed approach

preprocess

Page 14: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Proposed approach(cont’d) The choice of a discriminant and classification methodologies the nature of variables Regarding discrimination, complementary dimensions offer a new perspective and understanding An integration of methodologies and techniques based on the Statistical and Machine Learning Paradigms

Page 15: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

A tourism market application

The clustering solution

Evaluation of clustering solution

Page 16: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Data base The answers to a questionnaire: Portuguese clients of Pousadas de Portugal 49 questions 200 variables 2500 Portuguese clients

Page 17: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Clustering Model sample: 1647 clients (65%) ; Validation sample: 897 clients (35%) Use a priori and a K-Means procedure 4 variables expressing the frequency and type of Pousadas

CH, CSUP, C and B type 3 clusters (First time user, Regular users and Heavy users)

Model: 18%, 60% and 22% Validation: 16%, 62% and 22%

Page 18: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Clustering(cont’d) 2 clusters (Heavy users and Regular users)

Model: 16 Pousadas and 5 Pousadas Validation: 17 Pousadas and 4 Pousadas

Page 19: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

A tourism market application

The clustering solution

Evaluation of clustering solution

Page 20: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Evaluation of clustering solution

Page 21: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Analysis of association between clusters and clustering base Measure the degree of correction in classification

Model: 82.6% ; Validation: 91.5% The linear combinations of the clustering base variables that maximise the ratio between-within cluster variation

Page 22: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Analysis of association between clusters and clustering base(cont’d)

Page 23: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Analysis of association between clusters and other variables Chi-square the strength of association

between clusters and variables Rule Induction Procedures discriminate

and classify on the base of attributes significantly associated with clusters

Rule induction provide a better comprehension of the facts discriminating the clusters

C4.5 and CN2 evaluate both Model sample and Validation sample

Page 24: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Analysis of association between clusters and other variables(cont’d) Memorize a group/beam of the

best solutions

Page 25: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Analysis of association between clusters and other variables(cont’d)

Page 26: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Analysis of association between clusters and other variables(cont’d)

Page 27: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Analysis of association between clusters and other variables(cont’d)

Page 28: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Global evaluation In Discriminant Analysis and Logistic Regressionclearly the differences between clusters Chi-square tests association between variables and clusters C4.5 and CN2 provides a more complex and richer perspective

Page 29: 2002/1/17IDS Lab Seminar Evaluating a clustering solution: An application in the tourism market Advisor: Dr. Hsu Graduate: Yung-Chu Lin

2002/1/17 IDS Lab Seminar

Conclusion Identifying significant associations characterising the clustered entities guided discriminant and classification analysis Propositional rule induction is suitable for discriminating purposes Multimethodological approach should consider not only inference but also descriptive analysis