DOI: 10.1007/s11257-023-09364-z
Terbit pada 23 Mei 2022 Pada User Model. User Adapt. Interact.

Fairness in recommender systems: research landscape and future directions

Yashar Deldjoo Dario Zanzonelli Alejandro Bellogín + 2 penulis

Abstrak

Recommender systems can strongly influence which information we see online, e.g., on social media, and thus impact our beliefs, decisions, and actions. At the same time, these systems can create substantial business value for different stakeholders. Given the growing potential impact of such AI-based systems on individuals, organizations, and society, questions of fairness have gained increased attention in recent years. However, research on fairness in recommender systems is still a developing area. In this survey, we first review the fundamental concepts and notions of fairness that were put forward in the area in the recent past. Afterward, through a review of more than 160 scholarly publications, we present an overview of how research in this field is currently operationalized, e.g., in terms of general research methodology, fairness measures, and algorithmic approaches. Overall, our analysis of recent works points to certain research gaps. In particular, we find that in many research works in computer science, very abstract problem operationalizations are prevalent and questions of the underlying normative claims and what represents a fair recommendation in the context of a given application are often not discussed in depth. These observations call for more interdisciplinary research to address fairness in recommendation in a more comprehensive and impactful manner.

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A Survey on the Fairness of Recommender Systems

Shaoping Ma Yifan Wang M. Zhang + 2 lainnya

8 Juni 2022

Recommender systems are an essential tool to relieve the information overload challenge and play an important role in people’s daily lives. Since recommendations involve allocations of social resources (e.g., job recommendation), an important issue is whether recommendations are fair. Unfair recommendations are not only unethical but also harm the long-term interests of the recommender system itself. As a result, fairness issues in recommender systems have recently attracted increasing attention. However, due to multiple complex resource allocation processes and various fairness definitions, the research on fairness in recommendation is scattered. To fill this gap, we review over 60 papers published in top conferences/journals, including TOIS, SIGIR, and WWW. First, we summarize fairness definitions in the recommendation and provide several views to classify fairness issues. Then, we review recommendation datasets and measurements in fairness studies and provide an elaborate taxonomy of fairness methods in the recommendation. Finally, we conclude this survey by outlining some promising future directions.

Fairness in Recommender Systems: Evaluation Approaches and Assurance Strategies

Guandong Xu Jiangxia Cao Yao Wu

12 Juni 2023

With the wide application of recommender systems, the potential impacts of recommender systems on customers, item providers and other parties have attracted increasing attention. Fairness, which is the quality of treating people equally, is also becoming important in recommender system evaluation and algorithm design. Therefore, in the past years, there has been a growing interest in fairness measurement and assurance in recommender systems. Although there are several reviews on related topics, such as fairness in machine learning and debias in recommender systems, they do not present a systematic view on fairness in recommender systems, which is context aware and has a multi-sided meaning. Therefore, in this review, the concept of fairness is discussed in detail in the various contexts of recommender systems. Specifically, a comprehensive framework to classify fairness metrics is proposed from four dimensions, i.e., Fairness for Whom, Demographic Unit, Time Frame, and Quantification Method. Then the strategies for eliminating unfairness in recommendations, fairness in different recommendation tasks and datasets are reviewed and summarized. Finally, the challenges and future work are discussed.

A Survey on Fairness-aware Recommender Systems

Feng Xia Yizhen Zheng Luzhi Wang + 4 lainnya

1 Juni 2023

As information filtering services, recommender systems have extremely enriched our daily life by providing personalized suggestions and facilitating people in decision-making, which makes them vital and indispensable to human society in the information era. However, as people become more dependent on them, recent studies show that recommender systems potentially own unintentional impacts on society and individuals because of their unfairness (e.g., gender discrimination in job recommendations). To develop trustworthy services, it is crucial to devise fairness-aware recommender systems that can mitigate these bias issues. In this survey, we summarise existing methodologies and practices of fairness in recommender systems. Firstly, we present concepts of fairness in different recommendation scenarios, comprehensively categorize current advances, and introduce typical methods to promote fairness in different stages of recommender systems. Next, after introducing datasets and evaluation metrics applied to assess the fairness of recommender systems, we will delve into the significant influence that fairness-aware recommender systems exert on real-world industrial applications. Subsequently, we highlight the connection between fairness and other principles of trustworthy recommender systems, aiming to consider trustworthiness principles holistically while advocating for fairness. Finally, we summarize this review, spotlighting promising opportunities in comprehending concepts, frameworks, the balance between accuracy and fairness, and the ties with trustworthiness, with the ultimate goal of fostering the development of fairness-aware recommender systems.

Fairness and Diversity in Recommender Systems: A Survey

Yuying Zhao Charu Aggarwal Xueqi Cheng + 3 lainnya

10 Juli 2023

Recommender systems (RS) are effective tools for mitigating information overload and have seen extensive applications across various domains. However, the single focus on utility goals proves to be inadequate in addressing real-world concerns, leading to increasing attention to fairness-aware and diversity-aware RS. While most existing studies explore fairness and diversity independently, we identify strong connections between these two domains. In this survey, we first discuss each of them individually and then dive into their connections. Additionally, motivated by the concepts of user-level and item-level fairness, we broaden the understanding of diversity to encompass not only the item level but also the user level. With this expanded perspective on user and item-level diversity, we re-interpret fairness studies from the viewpoint of diversity. This fresh perspective enhances our understanding of fairness-related work and paves the way for potential future research directions. Papers discussed in this survey along with public code links are available at: https://github.com/YuyingZhao/Awesome-Fairness-and-Diversity-Papers-in-Recommender-Systems.

Fairness in Ranking, Part II: Learning-to-Rank and Recommender Systems

Julia Stoyanovich Meike Zehlike Ke Yang

11 Mei 2022

In the past few years, there has been much work on incorporating fairness requirements into algorithmic rankers, with contributions coming from the data management, algorithms, information retrieval, and recommender systems communities. In this survey, we give a systematic overview of this work, offering a broad perspective that connects formalizations and algorithmic approaches across subfields. An important contribution of our work is in developing a common narrative around the value frameworks that motivate specific fairness-enhancing interventions in ranking. This allows us to unify the presentation of mitigation objectives and of algorithmic techniques to help meet those objectives or identify trade-offs. In the first part of this survey, we describe four classification frameworks for fairness-enhancing interventions, along which we relate the technical methods surveyed in this article, discuss evaluation datasets, and present technical work on fairness in score-based ranking. In the second part of this survey, we present methods that incorporate fairness in supervised learning, and also give representative examples of recent work on fairness in recommendation and matchmaking systems. We also discuss evaluation frameworks for fair score-based ranking and fair learning-to-rank, and draw a set of recommendations for the evaluation of fair ranking methods.

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