This repository contain the code and supplementary documents used in the paper

An evaluation framework for personalization strategy experiment design

which is due to appear in AdKDD 2020 Workshop, in conjunction with SIGKDD'20 (San Diego, CA, now online due to the COVID-19 pandemic). Please cite the pre-print paper as (BibTeX):

@misc{liu2020evaluation,
    title={An Evaluation Framework for Personalization Strategy Experiment Designs},
    author={C. H. Bryan Liu and Emma J. McCoy},
    year={2020},
    eprint={2007.11638},
    archivePrefix={arXiv},
    primaryClass={stat.ME}
}

Quick navigation:

• Setup
• Running the experiments
• Miscellaneous files

This file assumes you have access to a *nix-like machine (both MacOS or Linux would do).

The projects uses pyenv and poetry for package management. Before you start, please ensure you have gcc, make, and pip installed.

For Linux (together with other required libraries):

sudo apt-get install -y make build-essential libssl-dev zlib1g-dev libbz2-dev \
libreadline-dev libsqlite3-dev wget curl llvm libncurses5-dev libncursesw5-dev \
xz-utils tk-dev libffi-dev liblzma-dev python3-openssl git
wget -L https://github.com/pyenv/pyenv-installer/raw/master/bin/pyenv-installer | bash

chmod u+x pyenv-installer
./pyenv-installer

For OS X:

brew install pyenv

We then need to configure the PATHs:

export PATH="$HOME/.pyenv/bin:$PATH"
eval "$(pyenv init -)"
eval "$(pyenv virtualenv-init -)"

...and install the right Python version for our environment:

pyenv install 3.11.3

See https://python-poetry.org/docs/#installation for the installation instructions.

git clone https://github.com/liuchbryan/experiment_design_evaluation.git
cd experiment_design_evaluation

# Switch to Python 3.11.3 for pyenv
pyenv local 3.11.3
poetry env use ~/.pyenv/versions/3.11.3/bin/python
poetry install

To run the evaluations described in Section 4 of the paper, replace <script_name> with the name of the script found in the script directory (e.g. run_eval_normal_intersectiononly_AE), and run either

poetry run python -m scripts.<script_name>

# For example (Setup 1, actual effect)
# poetry run python -m scripts.run_eval_normal_intersectiononly_AE

or

poetry shell
python -m scripts.<script_name>

# For example (Setup 1, actual effect)
# python -m scripts.run_eval_normal_intersectiononly_AE

The outputs are stored in the output directory (where we have pre-populated with the pickle files containing evaluations we've run). They can be analyzed using the Jupyter notebook 04_evaluate_theoretical_values.ipynb, which can be opened using the command

poetry run jupyter notebook

• supplementary_document.pdf contains the detailed mathematical derivations not featured in the paper for brevity. It can also be viewed on https://arxiv.org/pdf/2007.11638.pdf after the main text.
• 98_exploration_binary_response.ipynb and 99_exploration_misc.ipynb contain experimental/exploration code as part of the ongoing research.