Quadratic PLS applied to external preference ...Quadratic PLS applied to external preference...

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Quadratic PLS applied to external preference mapping external preference mapping Stéphane Verdun Véronique Cariou El Mostafa Qannari Stéphane Verdun, Véronique Cariou , El Mostafa Qannari ONIRIS Sensometrics and Chemometrics Laboratory ONIRIS, Sensometrics and Chemometrics Laboratory, Nantes, France July, 10-13, 2012 1 11th International Sensometrics, Rennes

Transcript of Quadratic PLS applied to external preference ...Quadratic PLS applied to external preference...

Page 1: Quadratic PLS applied to external preference ...Quadratic PLS applied to external preference mappingexternal preference mapping Stéphane Verdun, Véronique Cariou, El Mostafa Qannari

Quadratic PLS applied to external preference mappingexternal preference mapping

Stéphane Verdun Véronique Cariou El Mostafa QannariStéphane Verdun, Véronique Cariou, El Mostafa Qannari

ONIRIS Sensometrics and Chemometrics LaboratoryONIRIS, Sensometrics and Chemometrics Laboratory,Nantes, France

July, 10-13, 20121 11th International Sensometrics, Rennes

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Introduction

Context of Preference Mapping:• relate data on consumers’ preference to information on products

• identify attributes drivers of liking

Usual implementation of external preference mapping:

consumers

Setup a perceptual

products map

Fit into the products map

sensorydescriptors

consumers’ preference

ratingsts

products map

cts

productssensoryratingsratings

Y (n x p)

prod

uct

prod

uc

ratings

X (n x q)

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( p) ( q)

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Preference mapping

Extension to:• sensory descriptors as a single consensus data table vs multiple data

blocks vs multiway data

e an

d ud

es

bute

s

• information on consumers with a L-shaped data structure

Z’ (r x p)

usag

eat

titu

attri

b

consumersBuild a perceptualFit into the

sensorydescriptors

Z (r x p)

consumers’ preference

ratings

ucts

p pproducts mapproducts map

ucts

productssensoryratings

Y (n x p)prod

u

prod

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See Dijksterhuis & al. (2005) ; Lengard & al. (2006) ; Endrizzi & al. (2010) ; Mage & al. (2012).

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Preference mapping

Adapt model to fit:

• vectorial vs polynomial models

Liki

ng

Liki

ngLi

king

Liki

ng

Liki

ng

CP1CP2CP1CP2 CP1CP2 CP1CP2CP1CP2

Setting up of the products perceptual map:

f PCA PLS• use of PCA vs PLS

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Plan

• Models of Quadratic PLS

• Extension of Hoskuldsson’s approach to several Y : QPLS2

• α - Regularization of QPLS2α Regularization of QPLS2

• Application to Preference Mapping : The Coffee dataset

• Conclusion

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Models of Quadratic PLS

From PLS: t u

Y(n x p)X(n x q) Liki

ng

linear functionbetween u and t

Y(n x p)X(n x q)

Sweet

max cov2(t,u)

t u

w’p’

c’q’

To quadratic PLS:quadratic functionbetween u and t

Sweet

Liki

ng

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Models of Quadratic PLS

Gnanadesikan (1977), Wold & al. (1984), …t u

Y

t ulinear functionbetween u and t

XX (x 2)X (x *xk) Xmax cov2(t,u)

X (xj )X (xj xk)

Wold & al. (1989), Baffi, Martin and Morris (1999) t u 1 Estimate c b a q adratic

Y

t u

X

1. Estimate c by a quadraticregression of u on t

2 Update w by a Newton1 2

w’p’ c’q’

2. Update w by a Newton-Raphson-like linearization of the quadratic inner relationestimated by linear PLS

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p q estimated by linear PLS

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Models of Quadratic PLS : Höskuldsson’s approach

Höskuldsson (1992) extends the PLS1 criterion with the d ti d i t ti tquadratic and interactions terms.

At step h, he seeks to maximize:),²(cov...),²(cov),²(cov),²(cov 11

2−++++ hhhhh ttyttytyty

given t1, …, th-1 already known, and th=Xh-1wh with ||wh ||=1.

On the basis of this criterion, Verdun & al. (2012) have proposed a revision of the original algorithm in order to guarantee convergence and optimality.

This latter one is extended in the case of QPLS2.

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Plan

• Models of Quadratic PLS

• Extension of Hoskuldsson’s approach to several Y : QPLS2

• α - Regularization of QPLS2α Regularization of QPLS2

• Application to Preference Mapping : The Coffee dataset

• Conclusion

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Extension of Hoskuldsson’s approach to several Y: QPLS2QPLS2

The criterion can be modified to handle the case where Y has several variables.

At a step h, the algorithm seeks a component uh=Yh-1ch and a component th=Xh 1wh that maximise: co po e t th h-1wh t at a se

),²(cov...),²(cov),²(cov),²(cov 112

−++++ hhhhhhhhh ttuttututu ),(),(),(),( 11 hhhhhhhhh

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Extension of Hoskuldsson’s approach to several Y: some limitationssome limitations

The criterion uses the covariance between u on the one hand, and t and t2 on the other hand. These variables can be at very different scale levels.

If t2 variance is large compared to the variance of t, the objective criterion will be dominated by t2.j y

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Plan

• Models of Quadratic PLS

• Extension of Hoskuldsson’s approach to several Y : QPLS2

• α - Regularization of QPLS2α Regularization of QPLS2

• Application to Preference Mapping : The Coffee dataset

• Conclusion

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α - Regularization of QPLS2

A parameter α is introduced to balance the linear and the

quadratic terms 0≤ α ≤1 :quadratic terms, 0≤ α ≤1 :

( ) ),²(cov1),²(cov 2hhhh tutu αα −+

α is set to the value that leads to the highest RY2 coefficient

of the quadratic model. q

D i th d fl ti t Y i d fl t d i t d t2During the deflation step, Y is deflated using t and t2.

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Plan

• Models of Quadratic PLS

• Extension of Hoskuldsson’s approach to several Y : QPLS2

• α - Regularization of QPLS2α Regularization of QPLS2

• Application to Preference Mapping : The Coffee dataset

• Conclusion

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Application to Preference Mapping : The Coffee dataset (ESN 1996)dataset (ESN, 1996)

Data

• 8 coffees

• 160 french consumers who have been partitionned in 3160 french consumers who have been partitionned in 3 clusters

• Quantitative descriptive analysis: 23 sensory descriptors• Quantitative descriptive analysis: 23 sensory descriptors• Smell descriptors : chocolate, intensity, moisty, sweet...

• Taste descriptors : sour, chocolate, metallic...

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Application to Preference Mapping : The Coffee dataset

Results of the Hierarchical Clustering:

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Application to Preference Mapping : The Coffee dataset

Products map obtained by QPLS:~ 79% of the variance of X explained by t1 and t2

~ 80% of the variance of Y explained by the quadratic model (t1, t2)

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Application to Preference Mapping : The Coffee dataset

RY2 explained for the three clusters

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Application to Preference Mapping : The Coffee dataset– Clusters– Clusters

Consumers like both smooth coffee with chocolateodors and strong coffee with intense odor

Consumers like both the green coffee with a lot ofperfume and the bitter coffee with an intenseaftertaste and an odor of roasted coffee

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Plan

• Models of Quadratic PLS

• Extension of Hoskuldsson’s approach to several Y : QPLS2

• α - Regularization of QPLS2α Regularization of QPLS2

• Application to Preference Mapping : The Coffee dataset

• Conclusion

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Conclusion

QPLS presents several advantages for preference mapping:

• the criterion is very explicit and in line with PLS regression

• the (new) algorithm is simple and convergentthe (new) algorithm is simple and convergent.

But :

• in order to enhance the interpretation of the model, there is a need to operate a model selection.

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Bibliography

Baffi, G., Martin, E. B., & Morris, A. J. (1999). Non-linear projection to latent structures revisited: the quadratic PLS algorithm. Computers and Chemical Engineering, 23(3), 395-411.

G & ( ) C S fDijksterhuis, G., Martens, H., & Martens, M. (2005). Combined Procrustes analysis and PLSR for internal and external mappingof data from multiple sources. Computational Statistics and Data Analysis, 48(1), 47-62.

Endrizzi, I., Gasperi, F., Calo, D. G., & Vigneau, E. (2010) Two-step procedure for classifying consumers in a L-structured datacontext. Food Quality and Preference, 21(3), 270-277.

ESN (1996). A European sensory and consumer study. A case study on coffee. European Sensory Network, ChippingCampden, Gloucestershire.

Gnanadesikan, R. (1977). Methods for statistical data analysis of multivariate observations. Wiley, New York, 1977.

Höskuldsson A (1992) Quadratic PLS regression Journal of Chemometrics 6(6) 307-334Höskuldsson, A. (1992). Quadratic PLS regression. Journal of Chemometrics, 6(6), 307-334.

Lengard, V. r., & Kermit, M. (2006). 3-Way and 3-block PLS regressions in consumer preference analysis. Food Quality andPreference, 17(3-4), 234-242.

Mage, I., Menichelli, E., & Naes, T. (2012). Preference mapping by PO-PLS: Separating common and unique information inl d t bl k F d Q lit d P f 24(1) 8 16several data blocks. Food Quality and Preference, 24(1), 8-16.

Verdun, S., Hanafi, M., Cariou, V. & Qannari, E. M. (2012), Quadratic PLS1 regression revisited. J. Chemometrics, 26: 384–389.

Wold, S., Kettaneh-Wold, N., & Skagerberg, B. (1989). Nonlinear PLS modeling. Chemometrics and Intelligent Laboratory g g ( ) g g ySystems, 7(1-2), 53-65.

Wold, S., Albano, C., Dunn Ill, W.J., Edlund,U., Esbensen, K., Geladi, P., Helberg, S., Johansson, E., Lindberg, W. & Sjostrom, M. (1984). Multivariate data analysis in chemistry, in B.R. Kowalski (Eds), Chemometrics, Mathematics and Statistics in Chemistry, Reidel, Dordrecht, p. 17.

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QPLS, What else ?

Thank you for your attentionThank you for your attention

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