Dynamic Foraging Model for Human Behavior on the internet (working title) Bjarne Berg Agenda Introduction and Background Optimal Foraging Theory (OFT) Foraging Models Economic perspective (EMH and REH) Human Factors Proposed Framework Question and Answers 1 Background Despite extensive research in the human evolution since 1854 when Charles Darwin published his thesis on the Origin of the Species, the motivation and the behavior associated with foraging and thereby the natural selection through the survival of the best foragers, was not well researched for over one hundred years. This changed in 1966 when researchers such as Emlem published his work on the foraging behavior of birds and by the publication the same year of MacArthur & Pianka’s work on the individual’s selection process of foraging areas. Over the next thirty years this research gave rise to a large field known as Optimal Foraging Theory (OFT) that has been the foundation in a variety of biological and zoology studies. Only in the last ten years OFT has been extended into the field of information technology and search algorithms (Sugawara and Watanabe, 2002; Pui and Huosheng, 2002). 2 Background At the same time, there has been an increased interest in the last decade of extending OFT into a better understanding of human behavior on the internet through intelligent foraging agents (Jiming et. al., 2004) and through extensions to social behaviors of foraging agents (Andrews, 2007). Most of this research has focused on optimizing the algorithms of robots or intelligent agents that can, on behalf of the human, scan vast amounts of information to find specific items. 3 Agenda Introduction and Background Optimal Foraging Theory (OFT) Foraging Models Economic perspective (EMH and REH) Human Factors Proposed Framework Question and Answers 4 The Optimal Foraging Theory (OFT) In 1966 the field known as Optimal Foraging Theory (OFT) was established through the publication of Emlen’s article on foraging behavior of birds and by MacArthur & Pianka’s work on optimization models the same year. In general, the models established over the next ten years focused on four core areas that became known as elements of a micro-ecological theory. These areas include 1) What to eat (optimal diet). 2) Where to eat (optimal patch choice). 3) Optimal allocation to each patch (time). 4) Optimal patterns and speed of movements. Combined as a whole, the micro-ecological theory forms the platform for macro-ecological theory which has far reaching implications 5 The Optimal Foraging Theory (OFT) Natural Selection – The optimal should already be here Cost- Benefit and minimal benefit requirements Optimal Patch Choice (OPC)– scholastic models (bird’s patch selection) Committed exclusions and logical progressions Sub-optimal foraging – social and cultural constraints Compression Hypothesis - as the number of competing species increase, a reduction in the patches used occur & the range of items consumed remains constant or only slightly increase . Specialization – Koala Bears (increased food abundance leads to greater food preference) 6 Agenda Introduction and Background Optimal Foraging Theory (OFT) Foraging Models Economic perspective (EMH and REH) Human Factors Proposed Framework Question and Answers 7 Foraging Models Optimal Diet Theory (ODT) - also includes advanced mechanisms for gradual shifts in item acquisitions when preferable items (high net benefit) exists or becomes more abundant. Optimal Time Allocation (OTA) and Marginal Value Theorem (Chernov, 1976), and Surrender Time Evolutionary foraging algorithms The simplest approach to account for the dynamically changing environment has been to introduce uncertainty/variability into the approach and rebuild the new optimal search patterns and speed of movements each time a foraging event on a patch, or set of patches, are completed (Yang & Yao, 2005). This was a focus area in the OFT research field in the late 1990s and 00s. The number of recent models proposed using this approach are numerous (Branke, 2002; Jin & Branke, 2005; Tin´os & Yang, 2005). 8 Evolutionary Foraging Algorithms (EA) 1. Bacterial foraging algorithms (BFA) and Dynamic BFA (DBFA) 2. Group foraging theory and diversity in Evolutionary algorithms 3. 4. Dynamic and Memory enhanced foraging algorithms (E. Coli) Thermodynamical Genetic Algorithm (TDGA) 9 Agenda Introduction and Background Optimal Foraging Theory (OFT) Foraging Models Economic perspective (EMH and REH) Human Factors Proposed Framework Question and Answers 10 EMH and REH 1. Efficient Market Hypothesis 2. Rational Expectance Hypothesis 3. Price Dispersion and 2-step models 11 Agenda Introduction and Background Optimal Foraging Theory (OFT) Foraging Models Economic perspective (EMH and REH) Human Factors Proposed Framework Question and Answers 12 Human Factors • Input, output devices • Interaction styles • End-user computing • Org. computing • Information visualization • Perceptual/attentive/embodied/ multi-modal/portable/wearable/ implant/personalization • Persuasive computing • Affective computing Task / job • Task goals • Task character • Task complexity Context Global Context • National culture • Norms • Universal accessibility Social Context Use Impact Basic Technology Advanced Technology Design Technology • Privacy •Trust • Ethics • Norms Org. Context Human Demographics • Gender, age, culture • Comp. experience • Education Physical/Motor • Motor control • Comfort Cognition • Cognitive style • Perception • Attention • Memory • Knowledge • Learning • Error • Distributed cognition Emotion & Motivation • Affectivity • Affective state • Mood/feeling • Emotion • Intrinsic motivation • Extrinsic motivation • Org. goals • Org. culture & norms • Policy & procedures • Management support Group Context • Group goals • Group norms Source: Zhang and Li Review of Intellectual Development of HCI Research, 2005 (13 yrs of articles in 7 top journal – 348 articles) 13 Agenda Introduction and Background Optimal Foraging Theory (OFT) Foraging Models Economic perspective (EMH and REH) Human Factors Proposed Framework Question and Answers 14 Constructs The task of the seller is to minimize the consumer surplus, while the task of the consumer is to maximize it. It is important to note that if there are no consumer surplus, the sale cannot occur (consumers would be unwilling to proceed). Therefore some consumer surplus has to exist, however marginal. In a foraging model an implicit equilibrium should exists between the consumer price, the foraging costs and the foraging surplus on one side and the optimal (best price available) and the incremental foraging costs of locating this best price. CP FC S OPT FC FC Or simplified: CP S OPT FC CP = Cost of item (paid) FC = Foraging costs S = Foraging surplus OPT = Optimal price available (all patches) ∆FC = Additional foraging costs required to locate optimal price 15 Constructs CP FC S OPT FC FC S OPT FC CP FC CP = Cost of item (paid) FC = Foraging costs S = Foraging surplus OPT = Optimal price available (all patches) ∆FC = Additional foraging costs required to locate optimal price 16 Time Constructs ID TA Variable Time to Access TO Time to Orient TE Time Enter TF Time to Find TR Time to Review TZ Time to Acquire Definition The time it takes before the patch becomes accessible Time it takes from entering a patch to become informed of its purpose and content The time it takes to enter all the required search criteria to search products or services at a patch. Time to execute search at a patch Calculation Measured as time from last action until the site is available Measured from first availability of the site to the next action is undertaken Example Load time of www.delta.com airline web site Measured as time from beginning entering a search at a patch until action is submitted. Time it takes to enter a search for a flight between two cities at a given day and for a coach ticket. Measured from the search action is submitted until the complete set of options are available Time it takes for Delta's web site to execute the search and present the results (i.e. 10 possible flights). Time it takes to review the items available at a patch after search has been completed. Time it takes to take possession of an item Measured from the time a result set has been presented until next non review action is taken Time it takes a customer to review the 10 flights and pick the best option, try another search, or leave the website. Measured as the time an item has been identified as the solution, until ownership has transferred The time it takes to select the flight, enter the passenger name, credit card and other data to the purchase confirmation is received. Time from the web site is loaded until customer undertakes an action 17 Foraging Costs and Incremental Foraging Costs p FC E (tai toi tsi tzi ) i 1 p FC E (tai toi tsi tzi ) i p E = cost per unit of time p = number of patches accessed ta = Time to access patch to = Time to orient at patch ts = Time to search tz = Time to acquire item 18 Foraging Search Costs s qx x 1 j 1 ts (tex tf x trx , j ) s = Number of searches at a patch te = Time to enter search tf = Time to find (execute search) q = Number of items returned for review tr = Time to review each item 19 Overall model (work in progress) sk , i qk ,i , x pk S OPTk FCk CPk E tak ,i tok ,i tek ,i , x tf k ,i , x trk ,i , x, j tz k k 1 i 1 x 1 j 1 n 20 Example - calculations 21 Some hypothesis HYPOTHESIS 1: Surrender events increases foraging surplus of participants (surrender benefits) in electronic commerce. HYPOTHESIS 2: As the number of available e-commerce sites for a given (specialization) product increases, usage consolidates to a few sites. HYPOTHESIS 3: A high number of items returned in a given search has a (information overload) negative influence on the foraging surplus realized by actors in an e-commerce marketplace and the impact is not uniform for all participants. HYPOTHESIS 4: A negative relationship exists between foraging surplus and (item availability) a low number of items returned by a search. 22 Some hypothesis HYPOTHESIS 5: The process of site exhaustion (SE) reduces radical changes (site exhaustion) in patch choices and is inversely related to previous experience. HYPOTHESIS 6a: Actors that exhibits a moderate propensity to explore (exploration) increase their foraging surplus. HYPOTHESIS 6b: A high propensity to explore is negatively related to (exploration) foraging surplus (s). HYPOTHESIS 6c: Age is a factor in the actor’s propensity to explore. (age - exploration) HYPOTHESIS 6d: The propensity to explore is directly related to previous (experience - exploration) experience. 23 Your Turn! How to contact me: Bjarne Berg bergb@lr.edu 24