Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation...

33
Hierarchical Topic Mining via Joint Spherical Tree and Text Embedding Yu Meng 1* , Yunyi Zhang 1* , Jiaxin Huang 1 , Yu Zhang 1 , Chao Zhang 2 , Jiawei Han 1 1 University of Illinois at Urbana-Champaign 2 Georgia Institute of Technology 1

Transcript of Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation...

Page 1: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Hierarchical Topic Mining via Joint Spherical Tree and Text Embedding

Yu Meng1*, Yunyi Zhang1*, Jiaxin Huang1, Yu Zhang1, Chao Zhang2, Jiawei Han1

1University of Illinois at Urbana-Champaign2Georgia Institute of Technology

1

Page 2: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Outline

q Motivation & Introduction

q Spherical Text and Tree Embedding

q Optimization

q Experiments

q Conclusions

2

Page 3: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Motivationq Mining a set of meaningful topics organized into a hierarchy is intuitively appealing and

has broad applications

q Coarse-to-fine topic understanding

q Hierarchical corpus summarization

q Hierarchical text classification

q …

q Hierarchical topic models discover topic structures from text corpora via modeling the text generative process with a latent hierarchy

3

Page 4: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Motivationq What are the limitations of (hierarchical) topic models?

q Failure to incorporate user guidance: (Hierarchical) topic models tend to retrieve the most general and prominent topics from a text collection

q may not be of a user’s particular interest

q provide a superficial summarization of the corpus

q Lack of stability and consistency: The inference algorithm of (hierarchical) topic models yield local optimum solutions

q different hierarchy & topic results across different runs

q this issue even worsens when a larger number of topics and their correlation need to be modeled

4

Page 5: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Introductionq A New Task: Hierarchical Topic Mining

q Given a text corpus and a tree-structured hierarchy described by category names, hierarchical topic mining aims to retrieve a set of terms that provide a clear description of each category

q e.g. a user may provide a hierarchy of interested concepts along with a corpus and rely on hierarchical topic mining to retrieve a set of representative terms from a text corpus

5

Page 6: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Introductionq A New Task: Hierarchical Topic Mining

q Connection and difference between hierarchical topic modeling

q both account for the hierarchical correlations among topics (e.g. “sports” is a super-topic of “soccer”)

q hierarchical topic modeling is purely unsupervised; hierarchical topic mining is weakly-supervised (requires the names of the hierarchy categories)

6

Page 7: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Outline

q Motivation & Introduction

q Spherical Text and Tree Embedding

q Optimization

q Experiments

q Conclusions

7

Page 8: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

JoSH Embeddingq Motivation:

q Directional similarity of text embeddings has proven most effective on estimation of semantic similarity (e.g. cosine similarity between embeddings)

q Spherical space is a natural choice for modeling directional similarity

q Jointly learn text and tree embedding in the spherical space for hierarchical topic mining (JoSH)

q Difference from hyperbolic models (e.g. Poincare, Lorentz)

q hyperbolic embeddings preserve absolute tree distance (similar embedding distance => similar tree distance)

q we do not aim to preserve the absolute tree distance, but rather use it as a relative measure

8

Page 9: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

JoSH Embeddingq (cont’d) Difference from hyperbolic models (e.g. Poincare, Lorentz)

q hyperbolic embeddings preserve absolute tree distance (similar embedding distance => similar tree distance)

q we do not aim to preserve the absolute tree distance, but rather use it as a relative measure

9

Tree distance = 2

Tree distance = 2

Although 𝑑!"##(sports, arts) = 𝑑!"##(baseball, soccer), “baseball” and “soccer” should be embedded closer than “sports” and “arts” to reflect semantic similarity.

Use tree distance in a relative manner: Since 𝑑!"##(sports, baseball) < 𝑑!"##(baseball, soccer), “baseball” and “sports” should be embedded closer than “baseball” and “soccer”.

Page 10: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

JoSH Tree Embeddingq Intra-Category Coherence: Representative terms of

each category should be highly semantically relevant to each other, reflected by high directional similarity in the spherical space

q Inter-Category Distinctiveness: Encourage distinctiveness across different categories to avoid semantic overlaps so that the retrieved terms provide a clear and distinctive description

10

Page 11: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

JoSH Tree Embeddingq Recursive Local Tree Embedding: Recursively embed local structures of the category

tree onto the sphere

q Local tree: A local tree 𝑇! rooted at node 𝑐! ∈ 𝑇 consists of node 𝑐! and all its direct children nodes

11

Local tree (sports)

Local tree (ROOT)

Local tree (arts)

Page 12: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

JoSH Tree Embeddingq Preserving Relative Tree Distance Within Local Trees: A category should be closer to

its parent category than to its sibling categories in the embedding space

12

Page 13: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

JoSH Text Embeddingq Modeling Text Generation Conditioned on the Category Tree

q A three-step process:

q 1. a document 𝑑" is generated conditioned on one of the 𝑛 categories

q 2. each word 𝑤# is generated conditioned on the semantics of the document 𝑑"

q 3. surrounding words 𝑤#$% in the local context window of 𝑤" are generated conditioned on the semantics of the center word 𝑤"

13

1. Topic assignment

2. Global context

3. Local context

Page 14: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Outline

q Motivation & Introduction

q Spherical Text and Tree Embedding

q Optimization

q Experiments

q Conclusions

14

Page 15: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Optimizationq Overall objective: Maximum likelihood estimation

15

Spherical Space Constraint

Page 16: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Optimizationq An EM-based algorithm for optimizing the objectives

q Our objective contains latent variables, i.e., the latent category of words

q At first, we only know that the category name provided by the user belongs to the corresponding category (e.g. the word “sports” belongs to the category “sports”)

q Iterates between the estimation of the latent category assignment of words (i.e., E-Step) and maximization of the embedding training objectives (i.e., M-Step)

16

Page 17: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Optimizationq An EM-based algorithm for optimizing the objectives

q E-Step: Update the estimation of words assigned to each category

q M-Step:

17

the set of terms ranked at the top 𝑡 positions via

Require stochastic optimization technique

Page 18: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Optimizationq Riemannian optimization

q Euclidean optimization methods like SGD cannot be directly applied to our case, because the Euclidean gradient provides update directions in a non-curvature space, while the embeddings in our model must be updated on the spherical surface

q Riemannian optimization method in the spherical space:

q Riemannian stochastic optimization

18

Euclidean gradientRiemannian gradient

--- approximated exponential mapping

Page 19: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Optimizationq Overall algorithm

q Complexity w.r.t. tree size 𝑛:

q 𝑂(𝑛𝐵!) for tree embedding

q 𝑂(𝑛𝐾) for text embedding

q Scales linearly w.r.t tree size

19

Page 20: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Outline

q Motivation & Introduction

q Spherical Text and Tree Embedding

q Optimization

q Experiments

q Conclusions

20

Page 21: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q Datasets

q New York Times annotated corpus (Sandhaus, 2008)

q ArXiv paper abstracts

Experiments: Datasets

21

Page 22: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q Baselines

q hLDA (NIPS 2003)

q hPAM (ICML 2007)

q JoSE (NeurIPS 2019)

q Poincare GloVe (ICLR 2019)

q Anchored CorEx (TACL 2017)

q CatE (WWW 2020)

q Metrics:

q Averaged topic coherence: how coherent the mined topics are

q Mean accuracy: how accurately the retrieved terms belong to the category

Experiments: Hierarchical Topic Mining

22

Spherical embedding

Seed guided

Manual select

Manual select

Hyperbolic embedding

Seed guided + embedding

Page 23: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q Quantitative results

Experiments: Hierarchical Topic Mining

23

Page 24: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q Qualitative results

Experiments: Hierarchical Topic Mining

24

Page 25: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q Qualitative results

Experiments: Hierarchical Topic Mining

25

Page 26: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q Run Time

q JoSH enjoys high efficiency

q CatE needs to be run recursively on each set of sibling nodes since it requires all the input categories to be mutually semantically exclusive

Experiments: Hierarchical Topic Mining

26

Page 27: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q JoSH can be either directly used as a generative classifier, i.e.,

or its text embedding can be used as features to existing classifiers (e.g. WeSHClass)

q Compared methods:

q WeSHClass (AAAI 2019)

q JoSH

q WeSHClass + CatE (WWW 2020)

q WeSHClass + JoSH

q Metrics: Micro-F1 and Macro-F1

Experiments: Weakly-Supervised Hierarchical Text Classification

27

Page 28: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q Quantitative evaluation:

Experiments: Weakly-Supervised Hierarchical Text Classification

28

Page 29: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q T-SNE visualization (stars=category embeddings; dots=representative word embeddings)

Experiments: Joint Embedding Space Visualization

29

Page 30: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q T-SNE visualization (stars=category embeddings; dots=representative word embeddings)

Experiments: Joint Embedding Space Visualization

30

Page 31: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Outline

q Motivation & Introduction

q Spherical Text and Tree Embedding

q Optimization

q Experiments

q Conclusions

31

Page 32: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

q In this work, we introduce

q A new task for topic discovery: Hierarchical topic mining

q A joint text and tree embedding framework JoSH

q A principled optimization method to train JoSH

q Future work:

q Discover new categories in the hierarchy

q Taxonomy expansion and enrichment

q Embedding graph structure jointly with text

Conclusions

32

Page 33: Hierarchical Topic Mining via Joint Spherical Tree and Text … · 2020. 8. 27. · Motivation qMining a set of meaningful topics organized into a hierarchyis intuitively appealing

Thanks!

33