About this book – Collective Intelligence in Action

About this book

Collective Intelligence in Action is a practical book for applying collective intelligence to real-world web applications. I cover a broad spectrum of topics, from simple illustrative examples that explain the concepts and the math behind them, to the ideal architecture for developing a feature, to the database schema, to code implementation and use of open source toolkits. Regardless of your background and nature of development, I’m sure you’ll find the examples and code samples useful. You should be able to directly use the code developed in this book. This is a practical book and I present a holistic view on what’s required to apply these techniques in the real world. Consequently, the book discusses the architectures for implementing intelligence—you’ll find lots of diagrams, especially UML diagrams, and a number of screenshots from well-known sites, in addition to code listings and even database schema designs.

There are a plethora of examples. Typically, concepts and the underlying math for algorithms are explained via examples with detailed step-by-step analysis. Accompanying the examples is Java code that demonstrates the concepts by implementing them, or by using open source frameworks.

A lot of work has been done by the open source community in Java in the areas of text processing and search (Lucene), data mining (WEKA), web crawling (Nutch), and data mining standards (JDM). This book leverages these frameworks, presenting examples and developing code that you can directly use in your Java application.

The first few chapters don’t assume knowledge of Java. You should be able to follow the concepts and the underlying math using the illustrative examples. For the later chapters, a basic understanding of Java will be helpful. The book uses a number of diagrams and screenshots to illustrate the concepts. The Resources section of each chapter contains links to other useful content.

Roadmap

Chapter 1 provides a basic introduction to the field of collective intelligence (CI). CI is an active area of research, and I’ve kept the focus on applying CI to web applications. Section 1.2.1 is a personal favorite of mine; it provides a roadmap through a hypothetical example of how you can apply CI to your application. This is a must-read, since it helps to translate CI into features in your application and puts the flow of the book in perspective. Chapter 1 should also provide you with a good overview of the three forms of intelligence: direct, indirect, and derived.

The book is divided into three parts. Part 1 deals with collecting data, both within and outside the application, to be translated into intelligence later. Chapters 2 through 4 deal with gathering information from within one’s application, while chapters 5 and 6 focus on gathering information from outside of one’s application.

Chapter 2 provides an overview of the architecture required to embed CI in your application, along with a quick overview of some of the basic concepts that are needed to apply CI. Please take some time to go through section 2.2 in detail, as a firm understanding of the concepts presented in this section will be useful throughout the book. This chapter also shows how intelligence can be derived by analyzing the actions of the user. It’s worthwhile to go through the example in section 2.4 in detail, as understanding the concepts presented there will also be useful throughout the book.

Chapter 3 continues with the theme of collecting data, this time from the user action of tagging. It provides an overview of the three forms of tags and how tagging can be leveraged. In section 3.3, we work through an example to show how tagging data can be converted into intelligence. This chapter also provides an overview of the ideal persistence architecture required to leverage tagging, and illustrates how to develop tag clouds.

Chapter 4 is focused on the different kinds of content that may be available in your application and how they can be used to derive intelligence. The chapter begins with providing an overview of the different architectures to embed content in your application. I also briefly discuss content that’s typically associated with CI: blogs, wikis, and message boards. Next, we work through a step-by-step example of how intelligence can be extracted from unstructured text. This is a must-read section for those who want to understand text analytics.

The next two chapters are focused on collecting data from outside of one’s application—first by searching the blogosphere and then by crawling the web.

Chapter 5 deals with building a framework to harvest information from the blogosphere. It begins with developing a generalized framework to retrieve blog entries. Next, it extends the framework to query blog-tracking providers such as Technorati, Blogdigger, Bloglines, and MSN.

Chapter 6 is focused on retrieving information from the web using web crawling. It introduces intelligent web crawling or focused crawling, along with a short discussion on dealing with hidden content. In this chapter, we first develop a simple web crawler. This exercise is useful to understand all the pieces that need to come together to build a web crawler and to understand the issues related to crawling the complete web. Next, for scalable crawling, we look at Nutch, an open source scalable web crawler.

Part 2 of the book is focused on deriving intelligence from the information collected. It consists of four chapters—an introduction to the data mining process, standards, and toolkits, and chapters on developing a text-analysis toolkit, finding patterns through clustering, and making predictions.

Chapter 7 provides an introduction to the process of data mining—the process and the various kinds of algorithms. It introduces WEKA, the open source data mining toolkit that’s being extensively used, along with Java Data Mining (JDM) standard.

Chapter 8 develops a text analysis toolkit; this toolkit is used in the remainder of the book to convert unstructured text into a format that’s usable for the mining algorithms. Here we leverage Lucene for text processing. In this section, we develop a custom analyzer to inject synonyms and detect phrases.

In chapter 9, we develop clustering algorithms. In this chapter, we develop the implementation for the k-means and hierarchical clustering algorithms. We also look at how we can leverage WEKA and JDM for clustering. Building on the blog harvesting framework developed in chapter 5, we also illustrate how we can cluster blog entries.

In chapter 10, we deal with algorithms related to making predictions. We first begin with classification algorithms, such as decision trees, Naïve Bayes’ classifier, and belief networks. This chapter covers three algorithms for making predictions: linear regression, multi-layer perceptron, and radial basis function. It builds on the example of harvesting blog entries to illustrate how WEKA and JDM APIs can be leveraged for both classification and regression.

Part 3 consists of two chapters, which deal with applying intelligence within one’s application.

Chapter 11 deals with intelligent search. It shows how you can leverage Lucene, along with other useful toolkits and frameworks that leverage Lucene. It also covers six different approaches being taken in the area of intelligent search.

The last chapter, chapter 12, illustrates how to build a recommendation engine using both content-based and collaborative-based approaches. It also covers real-world case studies on how recommendation engines have been build at Amazon, Google News, and Netflix.

Code conventions and downloads

All source code in listings or in text is in a fixed-width font like this to separate it from ordinary text. Method and function names, object properties, XML elements, and attributes in text are presented using this same font. Code annotations accompany many of the listings, highlighting important concepts. In some cases, numbered bullets link to explanations that follow the listing.

Source code for all of the working examples in this book is available for download from www.manning.com/CollectiveIntelligenceinAction. Basic setup documentation is provided with the download.

Author Online

The purchase of Collective Intelligence in Action includes free access to a private web forum run by Manning Publications, where you can make comments about the book, ask technical questions, and receive help from the authors and from other users. To access the forum and subscribe to it, point your web browser to www.manning.com/CollectiveIntelligenceinAction. This page provides information about how to get on the forum once you’re registered, what kind of help is available, and the rules of conduct on the forum.

Manning’s commitment to our readers is to provide a venue where a meaningful dialogue between individual readers and between readers and the author can take place. It isn’t a commitment to any specific amount of participation on the part of the author, whose contribution to the forum remains voluntary (and unpaid). We suggest you try asking the author some challenging questions lest his interest stray! The Author Online forum and the archives of previous discussions will be accessible from the publisher’s web site as long as the book is in print.

About the author

SATNAM ALAG, PH.D, is currently the vice president of engineering at NextBio (www.nextbio.com), a vertical search engine and a Web 2.0 user-centric application for the life sciences community. He’s a seasoned software professional with more than 15 years of experience in machine learning and over a decade of experience in commercial software development and management. Dr. Alag worked as a consultant with Johnson & Johnson’s BabyCenter, where he helped develop their personalization engine. Prior to that, he was the chief software architect at Rearden Commerce and began his career at GE R&D. He’s a Sun Certified Enterprise Architect (SCEA) for the Java Platform. Dr. Alag earned his Ph.D in engineering from UC Berkeley, and his dissertation was on the area of probabilistic reasoning and machine learning. He’s published a number of peer-reviewed articles.

About the title

By combining introductions, overviews, and how-to examples, the In Action books are designed to help learning and remembering. According to research in cognitive science, the things people remember are things they discover during self-motivated exploration.

Although no one at Manning is a cognitive scientist, we’re convinced that for learning to become permanent it must pass through stages of exploration, play, and, interestingly, retelling of what is being learned. People understand and remember new things, which is to say they master them, only after actively exploring them. Humans learn in action. An essential part of an In Action book is that it’s example-driven. It encourages the reader to try things out, to play with new code, and explore new ideas.

There is another, more mundane, reason for the title of this book: our readers are busy. They use books to do a job or solve a problem. They need books that allow them to jump in and jump out easily and learn just what they want just when they want it. They need books that aid them in action. The books in this series are designed for such readers.

About the cover illustration

The figure on the cover of Collective Intelligence in Action is captioned “Le Champenois,” a resident of the Champagne region in northeast France, best known for its sparkling white wine. The illustration is taken from a 19th century edition of Sylvain Maréchal’s four-volume compendium of regional dress customs published in France. Each illustration is finely drawn and colored by hand. The rich variety of Maréchal’s collection reminds us vividly of how culturally apart the world’s towns and regions were just 200 years ago. Isolated from each other, people spoke different dialects and languages. In the streets or in the countryside, it was easy to identify where they lived and what their station in life was just by their dress.

Dress codes have changed since then and the diversity by region, so rich at the time, has faded away. It is now hard to tell apart the inhabitants of different continents, let alone different towns or regions. Perhaps we have traded cultural diversity for a more varied personal life—certainly for a more varied and fast-paced technological life.

At a time when it is hard to tell one computer book from another, Manning celebrates the inventiveness and initiative of the computer business with book covers based on the rich diversity of regional life of two centuries ago, brought back to life by Maréchal’s pictures.