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XCS: Current capabilities and future
           challenges

                      Martin V. Butz
             Department of Cognitive Psychology (III)
                University of Würzburg, Germany
                  http://www-illigal.ge.uiuc.edu/~butz
                  mbutz@psychologie.uni-wuerburg.de




02/23/2006
Overview


             1.   The XCS Classifier System
             2.   XCS - Capabilities
             3.   XCS - Future Challenges
             4.   Summary & Conclusions




05/16/2006           XCS: Current Capabilities & Future Challenges   Martin V. Butz   2
1. The XCS Classifier System

             1.   The XCS Classifier System
                  1.   Framework
                  2.   Evolutionary Pressures
                  3.   Computational Complexity
                  4.   General Learning Intuition
             2.   XCS – Capabilities
             3.   XCS – Future Challenges
             4.   Summary & Conclusions




05/16/2006                  XCS: Current Capabilities & Future Challenges   Martin V. Butz   3
1 The XCS Classifier System


                         The XCS Classifier System
        • Learning classifier system
             – Rule-based representation of condition-action-predictions
             – Steady-state GA for evolution of conditions
             – Gradient-based techniques for estimation of predictions
        • Major characteristics:
             –   Q-learning based reinforcement learning
             –   Relative accuracy-based fitness
             –   Action-set restricted selection, that is, niche selection
             –   Panmictic (population-wide) deletion

                                   Goal:
                    Learn a complete maximally accurate,
                     maximally general predictive model.
05/16/2006                    XCS: Current Capabilities & Future Challenges   Martin V. Butz   4
1 The XCS Classifier System


                                            Rule Evaluation

             • Gradient-based techniques for derivation of prediction
               and error estimates
             • Q-learning derived update
             • Propagation of reward possible

             • Rule quality depends on inverse of error estimate
             • Accuracy of rule prediction determines fitness



05/16/2006                    XCS: Current Capabilities & Future Challenges   Martin V. Butz   5
1 The XCS Classifier System


                              Evolutionary Algorithm

       • Fixed population size
       • Steady-state genetic algorithm
       • Two reproductions and deletions per iteration
             – Reproduction in action set based on fitness
             – Deletion from whole population based on coverage
       • Genetic operators:
             – Mutation
             – Recombination



05/16/2006                    XCS: Current Capabilities & Future Challenges   Martin V. Butz   6
1 The XCS Classifier System


                                     Learning Suitability

         • XCS represents its solution by a collection of sub-solutions
           (that is, the population of classifiers).
         • XCS learns an effective problem space clustering
           (subspaces) in its conditions.
         • Clusters (subspaces) evolve to enable maximally accurate
           predictions.
             – Accuracy can be bounded (error threshold ε0 and population size
               relation).
             – Basically any form of prediction is possible (e.g. reward, next
               sensory input, function value).


05/16/2006                    XCS: Current Capabilities & Future Challenges   Martin V. Butz   7
1 The XCS Classifier System


                                                    XCS Power

      • Combination of
             – Gradient-based techniques (to generate predictions)
             – Evolutionary techniques (to generate features / clusters)
      • Advantage:
             – Usage of gradient-based error-feedback learning where possible
             – Usage of evolutionary techniques
                 • Where error-feedback is hard or impossible to propagate into
                 • Where error-feedback learning gets easily stuck in local optima
      • Thus:
             – Combine best approximation technique (error-feedback learning) with
               best evolutionary technique (representation and operators)

05/16/2006                    XCS: Current Capabilities & Future Challenges   Martin V. Butz   8
2. XCS – Current Capabilities

             1.   The XCS Classifier System
             2.    XCS – Current Capabilities
                  1. Binary and Real-world Classification Problems
                  2. Function Approximation Problems
                  3. (Multistep) Reinforcement Learning Problems
             3.   XCS – Future Challenges
             4.   Summary & Conclusions




05/16/2006                  XCS: Current Capabilities & Future Challenges   Martin V. Butz   9
2 XCS – Current Capabilities


                               The Multiplexer Problem
                                                                               Optimal solution representation

                                                                                      C      A        R      εF
                                                                                   000###    0      1000 0 1
             Problem instance Class                                                000###    1         0     01
                     000000                        0                               001###    0         0     01
                     001000                        1                               001###    1      1000 0 1
                     000111                        0                               01#0##    0      1000 0 1
                     011011                        0                               01#0##    1         0     01
                     101101                        0                               01#1##    0         0     01
                                                                                   01#1##    1      1000 0 1
                     100010                        1
                                                                                   10##0#    0      1000 0 1
                     100101                        0
                                                                                     …       …        …      ……
                     110000                        0
                       …                          …
05/16/2006                     XCS: Current Capabilities & Future Challenges                Martin V. Butz        10
2 XCS – Current Capabilities


                        XCS Performance in MP 70




05/16/2006                     XCS: Current Capabilities & Future Challenges   Martin V. Butz   11
2 XCS – Current Capabilities


               Hierarchical Classification Problem

       • Hierarchical problems with low order dependencies
         (“building blocks”) and further high-order dependencies
       • BB structures are re-used on the higher level to derive
         problem class.
       • Example: Hierarchical 3-parity, 6-multiplexer problem:




05/16/2006                     XCS: Current Capabilities & Future Challenges   Martin V. Butz   12
2 XCS – Capabilities


                           XCS/BOA Performance




05/16/2006             XCS: Current Capabilities & Future Challenges   Martin V. Butz   13
2 XCS – Capabilities


             Classification of Real-World Datasets

       • Conditions are coded with attributes dependent on type of
         attribute in dataset (interval coding or Binary coding).
       • Experiments in 42 datasets (from UCI and other sources)
       • Comparisons with ten other ML systems (pairwise t-test)
       • XCS learns competitively but it is a much more general
         learning system.

      XCS     Maj.     1-R          C4.5         Naïve PART IB1                      IB3    SMO         SMO SMO
                                                 Bayes                                      (poly)      (pol.3) (rad.)
      99%     38/0     29/1         5/8          19/12         5/6            13/7   9/11   9/17        8/13    23/8
      95%     38/0     30/1         5/9          19/12         7/6            14/7   9/15   9/18        9/14    24/9

05/16/2006                    XCS: Current Capabilities & Future Challenges                  Martin V. Butz              14
2 XCS – Capabilities


              Piecewise Linear Function Approximation

                f(x,y)
                1
              0.8
              0.6
              0.4
              0.2
                0
             -0.2
             -0.4
             -0.6
             -0.8
               -1
                                                                                       0.8 1
                0 0.2 0.4                                                      0.4 0.6
                          0.6 0.8                                        0 0.2
                                                              1                     y
                        x
05/16/2006               XCS: Current Capabilities & Future Challenges            Martin V. Butz   15
2 XCS – Capabilities


               Performance in 3D Sinusoidal Function




05/16/2006             XCS: Current Capabilities & Future Challenges   Martin V. Butz   16
2 XCS – Capabilities


                Performance Evaluation in Maze6




05/16/2006             XCS: Current Capabilities & Future Challenges   Martin V. Butz   17
2 XCS – Capabilities


              Performance Maze6 plus Irrelevant Bits




05/16/2006             XCS: Current Capabilities & Future Challenges   Martin V. Butz   18
3. XCS – Future Challenges

             1.   The XCS Classifier System
             2.   XCS – Performance Demonstration
             3.   XCS – Future Challenges
                  1.   Representation & Operators
                  2.   Niching
                  3.   Dynamic Problems
                  4.   Compactness of solution / population
                  5.   Hierarchical classifier systems
             4.   Summary & Conclusions




05/16/2006                  XCS: Current Capabilities & Future Challenges   Martin V. Butz   19
4.1 XCS –Future Challenges


                      Representation & Operators
             • Different representations of conditions
                – Binary, real-valued, mixed
                – Kernels, bases
                – Combinations, Hybrids
             • Different representations of predictions
                – Constant, Linear, Polynomial
                – State prediction, property prediction
                – Control variable prediction
             • Most suitable operators for representations
                – Approximation operators (use best gradient method)
                – Genetic operators (mind XCS problem bounds)

05/16/2006                   XCS: Current Capabilities & Future Challenges   Martin V. Butz   20
4.1 XCS –Future Challenges


                                     XCS and Niching


             • Currently:
                – Niching is done occurrence-based
                – Number of classifiers in large problem niches unnecessary
                  large
                – Number of classifiers in small but hard to approximate problem
                  spaces potentially too small -> niche loss
             • Additional balancing mechanisms might be necessary!



05/16/2006                   XCS: Current Capabilities & Future Challenges   Martin V. Butz   21
4.1 XCS –Future Challenges


                                  Dynamic Problems

             • Currently: XCS was applied mainly to static problems
                – Makes iterative, adaptive approach not really necessary
             • Dynamic problems
                – Concept class changes
                – Reward distribution changes
                – Problem sampling changes
             • Question:
                – How quickly can XCS adapt to these changes?
                – Can we improve adaptation?


05/16/2006                   XCS: Current Capabilities & Future Challenges   Martin V. Butz   22
Compactness of Solution / Population

       • Problem in XCS:
             – Population sizes get rather big.
             – Final solution is not very compact
             – Solutions indicate overfitting problems in dataminig problems
       • Main generalization mechanism purely based on
         occurrence frequency
       • Borders between different classes are ill-defined.
       • How can we efficiently compact the population online or
         using post-processing (some approaches available)?


05/16/2006                XCS: Current Capabilities & Future Challenges   Martin V. Butz   23
Hierarchical Classifier System

       • Local structures are often used by many higher-order
         structures (decomposability of environment, problems, etc.)
       • Can we build higher-level classifier structures that build on
         evolving lower-level structures….
       • The hierarchical boolean function problems as a start?




05/16/2006            XCS: Current Capabilities & Future Challenges   Martin V. Butz   24
4. Summary and Conclusions

             1.   The XCS Classifier System
             2.   XCS – Performance Demonstration
             3.   XCS – Future Challenges
             4.   Summary & Conclusions




05/16/2006                 XCS: Current Capabilities & Future Challenges   Martin V. Butz   25
4 Summary and Conclusions


                                                    Conclusions
       •     XCS is designed to
             –   Cluster the problem space to enable
             –   Maximally accurate predictions

       •     XCS is a highly flexible learning system
             –   Conditions of various types possible
             –   Predictions of various types possible

       •     Major XCS challenges lie in the further development of
             –   Representation & Operators
             –   Niching
             –   Dynamic Problems
             –   Compactness of solution / population
             –   Hierarchical classifier systems

       •     XCS has a big potential due to the combination of
             –   Gradient-based update mechanisms
             –   Evolutionary-based feature extraction mechanisms

05/16/2006                     XCS: Current Capabilities & Future Challenges   Martin V. Butz   26
Thank You for Your Attention

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XCS: Current capabilities and future challenges

  • 1. XCS: Current capabilities and future challenges Martin V. Butz Department of Cognitive Psychology (III) University of Würzburg, Germany http://www-illigal.ge.uiuc.edu/~butz mbutz@psychologie.uni-wuerburg.de 02/23/2006
  • 2. Overview 1. The XCS Classifier System 2. XCS - Capabilities 3. XCS - Future Challenges 4. Summary & Conclusions 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 2
  • 3. 1. The XCS Classifier System 1. The XCS Classifier System 1. Framework 2. Evolutionary Pressures 3. Computational Complexity 4. General Learning Intuition 2. XCS – Capabilities 3. XCS – Future Challenges 4. Summary & Conclusions 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 3
  • 4. 1 The XCS Classifier System The XCS Classifier System • Learning classifier system – Rule-based representation of condition-action-predictions – Steady-state GA for evolution of conditions – Gradient-based techniques for estimation of predictions • Major characteristics: – Q-learning based reinforcement learning – Relative accuracy-based fitness – Action-set restricted selection, that is, niche selection – Panmictic (population-wide) deletion Goal: Learn a complete maximally accurate, maximally general predictive model. 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 4
  • 5. 1 The XCS Classifier System Rule Evaluation • Gradient-based techniques for derivation of prediction and error estimates • Q-learning derived update • Propagation of reward possible • Rule quality depends on inverse of error estimate • Accuracy of rule prediction determines fitness 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 5
  • 6. 1 The XCS Classifier System Evolutionary Algorithm • Fixed population size • Steady-state genetic algorithm • Two reproductions and deletions per iteration – Reproduction in action set based on fitness – Deletion from whole population based on coverage • Genetic operators: – Mutation – Recombination 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 6
  • 7. 1 The XCS Classifier System Learning Suitability • XCS represents its solution by a collection of sub-solutions (that is, the population of classifiers). • XCS learns an effective problem space clustering (subspaces) in its conditions. • Clusters (subspaces) evolve to enable maximally accurate predictions. – Accuracy can be bounded (error threshold ε0 and population size relation). – Basically any form of prediction is possible (e.g. reward, next sensory input, function value). 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 7
  • 8. 1 The XCS Classifier System XCS Power • Combination of – Gradient-based techniques (to generate predictions) – Evolutionary techniques (to generate features / clusters) • Advantage: – Usage of gradient-based error-feedback learning where possible – Usage of evolutionary techniques • Where error-feedback is hard or impossible to propagate into • Where error-feedback learning gets easily stuck in local optima • Thus: – Combine best approximation technique (error-feedback learning) with best evolutionary technique (representation and operators) 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 8
  • 9. 2. XCS – Current Capabilities 1. The XCS Classifier System 2. XCS – Current Capabilities 1. Binary and Real-world Classification Problems 2. Function Approximation Problems 3. (Multistep) Reinforcement Learning Problems 3. XCS – Future Challenges 4. Summary & Conclusions 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 9
  • 10. 2 XCS – Current Capabilities The Multiplexer Problem Optimal solution representation C A R εF 000### 0 1000 0 1 Problem instance Class 000### 1 0 01 000000 0 001### 0 0 01 001000 1 001### 1 1000 0 1 000111 0 01#0## 0 1000 0 1 011011 0 01#0## 1 0 01 101101 0 01#1## 0 0 01 01#1## 1 1000 0 1 100010 1 10##0# 0 1000 0 1 100101 0 … … … …… 110000 0 … … 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 10
  • 11. 2 XCS – Current Capabilities XCS Performance in MP 70 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 11
  • 12. 2 XCS – Current Capabilities Hierarchical Classification Problem • Hierarchical problems with low order dependencies (“building blocks”) and further high-order dependencies • BB structures are re-used on the higher level to derive problem class. • Example: Hierarchical 3-parity, 6-multiplexer problem: 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 12
  • 13. 2 XCS – Capabilities XCS/BOA Performance 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 13
  • 14. 2 XCS – Capabilities Classification of Real-World Datasets • Conditions are coded with attributes dependent on type of attribute in dataset (interval coding or Binary coding). • Experiments in 42 datasets (from UCI and other sources) • Comparisons with ten other ML systems (pairwise t-test) • XCS learns competitively but it is a much more general learning system. XCS Maj. 1-R C4.5 Naïve PART IB1 IB3 SMO SMO SMO Bayes (poly) (pol.3) (rad.) 99% 38/0 29/1 5/8 19/12 5/6 13/7 9/11 9/17 8/13 23/8 95% 38/0 30/1 5/9 19/12 7/6 14/7 9/15 9/18 9/14 24/9 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 14
  • 15. 2 XCS – Capabilities Piecewise Linear Function Approximation f(x,y) 1 0.8 0.6 0.4 0.2 0 -0.2 -0.4 -0.6 -0.8 -1 0.8 1 0 0.2 0.4 0.4 0.6 0.6 0.8 0 0.2 1 y x 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 15
  • 16. 2 XCS – Capabilities Performance in 3D Sinusoidal Function 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 16
  • 17. 2 XCS – Capabilities Performance Evaluation in Maze6 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 17
  • 18. 2 XCS – Capabilities Performance Maze6 plus Irrelevant Bits 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 18
  • 19. 3. XCS – Future Challenges 1. The XCS Classifier System 2. XCS – Performance Demonstration 3. XCS – Future Challenges 1. Representation & Operators 2. Niching 3. Dynamic Problems 4. Compactness of solution / population 5. Hierarchical classifier systems 4. Summary & Conclusions 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 19
  • 20. 4.1 XCS –Future Challenges Representation & Operators • Different representations of conditions – Binary, real-valued, mixed – Kernels, bases – Combinations, Hybrids • Different representations of predictions – Constant, Linear, Polynomial – State prediction, property prediction – Control variable prediction • Most suitable operators for representations – Approximation operators (use best gradient method) – Genetic operators (mind XCS problem bounds) 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 20
  • 21. 4.1 XCS –Future Challenges XCS and Niching • Currently: – Niching is done occurrence-based – Number of classifiers in large problem niches unnecessary large – Number of classifiers in small but hard to approximate problem spaces potentially too small -> niche loss • Additional balancing mechanisms might be necessary! 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 21
  • 22. 4.1 XCS –Future Challenges Dynamic Problems • Currently: XCS was applied mainly to static problems – Makes iterative, adaptive approach not really necessary • Dynamic problems – Concept class changes – Reward distribution changes – Problem sampling changes • Question: – How quickly can XCS adapt to these changes? – Can we improve adaptation? 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 22
  • 23. Compactness of Solution / Population • Problem in XCS: – Population sizes get rather big. – Final solution is not very compact – Solutions indicate overfitting problems in dataminig problems • Main generalization mechanism purely based on occurrence frequency • Borders between different classes are ill-defined. • How can we efficiently compact the population online or using post-processing (some approaches available)? 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 23
  • 24. Hierarchical Classifier System • Local structures are often used by many higher-order structures (decomposability of environment, problems, etc.) • Can we build higher-level classifier structures that build on evolving lower-level structures…. • The hierarchical boolean function problems as a start? 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 24
  • 25. 4. Summary and Conclusions 1. The XCS Classifier System 2. XCS – Performance Demonstration 3. XCS – Future Challenges 4. Summary & Conclusions 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 25
  • 26. 4 Summary and Conclusions Conclusions • XCS is designed to – Cluster the problem space to enable – Maximally accurate predictions • XCS is a highly flexible learning system – Conditions of various types possible – Predictions of various types possible • Major XCS challenges lie in the further development of – Representation & Operators – Niching – Dynamic Problems – Compactness of solution / population – Hierarchical classifier systems • XCS has a big potential due to the combination of – Gradient-based update mechanisms – Evolutionary-based feature extraction mechanisms 05/16/2006 XCS: Current Capabilities & Future Challenges Martin V. Butz 26
  • 27. Thank You for Your Attention