Tag: Technology

Three Key Differences between Data Science and Statistics

woman draw a light bulb in white board

Data science’s popularity has grown in the last few years, and many have confused it with its older, more familiar relative: statistics. As someone who has worked both as a data scientist and as a statistician, I frequently encounter such confusion. This post seeks to clarify some of the key differences between them.

Before I get into their differences, though, let’s define them. Statistics as a discipline refers to the mathematical processes of collecting, organizing, analyzing, and communicating data. Within statistics, I generally define “traditional” statistics as the the statistical processes taught in introductory statistics courses like basic descriptive statistics, hypothesis testing, confidence intervals, and so on: generally what people outside of statistics, especially in the business world, think of when they hear the word “statistics.”

Data science in its most broad sense is the multi-disciplinary science of organizing, processing, and analyzing computational data to solve problems. Although they are similar, data science differs from both statistics and “traditional” statistics:

DifferenceStatistics Data Science
#1 Field of Mathematics Interdisciplinary
#2 Sampled Data Comprehensive Data
#3 Confirming Hypothesis Exploratory Hypotheses

Difference #1: Data Science Is More than a Field of Mathematics

Statistics is a field of mathematics; whereas, data science refers to more than just math. At its simplest, data science centers around the use of computational data to solve problems,[i] which means it includes the mathematics/statistics needed to break down the computational data but also the computer science and engineering thinking necessary to code those algorithms efficiently and effectively, and the business, policy, or other subject-specific “smarts” to develop strategic decision-making based on that analysis.

Thus, statistics forms a crucial component of data science, but data science includes more than just statistics. Statistics, as a field of mathematics, just includes the mathematical processes of analyzing and interpreting data; whereas, data science also includes the algorithmic problem-solving to do the analysis computationally and the art of utilizing that analysis to make decisions to meet the practical needs in the context. Statistics clearly forms a crucial part of the process of data science, but data science generally refers to the entire process of analyzing computational data. On a practical level, many data scientists do not come from a pure statistics background but from a computer science or engineering, leveraging their coding expertise to develop efficient algorithmic systems.

laptop computer on glass-top table

Difference #2: Comprehensive vs Sample Data

In statistical studies, researchers are often unable to analyze the entire population, that is the whole group they are analyzing, so instead they create a smaller, more manageable sample of individuals that they hope represents the population as a whole. Data science projects, however, often involves analyzing big, summative data, encapsulating the entire population.

 The tools of traditional statistics work well for scientific studies, where one must go out and collect data on the topic in question. Because this is generally very expensive and time-consuming, researchers can only collect data on a subset of the wider population most of the time.

Recent developments in computation, including the ability to gather, store, transfer, and process greater computational data, have expanded the type of quantitative research now possible, and data science has developed to address these new types of research. Instead of gathering a carefully chosen sample of the population based on a heavily scrutinized set of variables, many data science projects require finding meaningful insights from the myriads of data already collected about the entire population.

stack of jigsaw puzzle pieces

Difference #3: Exploratory vs Confirming  

Data scientists often seek to build models that do something with the data; whereas, statisticians through their analysis seek to learn something from the data. Data scientists thus often assess their machine learning models based on how effectively they perform a given task, like how well it optimizes a variable, determines the best course of action, correctly identifies features of an image, provides a good recommendation for the user, and so on. To do this, data scientists often compare the effectiveness or accuracy of the many models based on a chosen performance metric(s).

In traditional statistics, the questions often center around using data to understand the research topic based on the findings from a sample. Questions then center around what the sample can say about the wider population and how likely its results would represent or apply to that wider population.

In contrast, machine learning models generally do not seek to explain the research topic but to do something, which can lead to very different research strategy. Data scientists generally try to determine/produce the algorithm with the best performance (given whatever criteria they use to assess how a performance is “better”), testing many models in the process. Statisticians often employ a single model they think represents the context accurately and then draw conclusions based on it.

Thus, data science is often a form of exploratory analysis, experimenting with several models to determine the best one for a task, and statistics confirmatory analysis, seeking to confirm how reasonable it is to conclude a given hypothesis or hypotheses to be true for the wider population.

A lot of scientific research has been theory confirming: a scientist has a model or theory of the world; they design and conduct an experiment to assess this model; then use hypothesis testing to confirm or negate that model based on the results of the experiment. With changes in data availability and computing, the value of exploratory analysis, data mining, and using data to generate hypotheses has increased dramatically (Carmichael 126).

Data science as a discipline has been at the forefront of utilizing increased computing abilities to conduct exploratory work.

person holding gold-colored pocket watch

Conclusion

 A data scientist friend of mine once quipped to me that data science simply is applied computational statistics (c.f. this). There is some truth in this: the mathematics of data science work falls within statistics, since it involves collecting, analyzing, and communicating data, and, with its emphasis and utilization of computational data, would definitely be a part of computational statistics. The mathematics of data science is also very clearly applied: geared towards solving practical problems/needs. Hence, data science and statistics interrelate.

They differ, however, both in their formal definitions and practical understandings. Modern computation and big data technologies have had a major influence on data science. Within statistics, computational statistics also seeks to leverage these resources, but what has become “traditional” statistics does not (yet) incorporate these. I suspect in the next few years or decades, developments in modern computing, data science, and computational statistics will reshape what people consider “traditional” or “standard” statistics to be a bit closer to the data science of today.

   For more details, see the following useful resources:

Ian Carmichael’s and J.S. Marron’s “Data science vs. statistics: two cultures?” in the Japanese Journal of Statistics and Data Science: https://link.springer.com/article/10.1007/s42081-018-0009-3
“Data Scientists Versus Statisticians” at https://opendatascience.com/data-scientists-versus-statisticians/ and https://medium.com/odscjournal/data-scientists-versus-statisticians-8ea146b7a47f
“Differences between Data Science and Statistics” at https://www.educba.com/data-science-vs-statistics/

Photo credit #1: Andrea Piacquadio at https://www.pexels.com/photo/woman-draw-a-light-bulb-in-white-board-3758105/

Photo credit #2: Carlos Muza at https://unsplash.com/photos/hpjSkU2UYSU

Photo credit #3: Hans-Peter Gauster at https://unsplash.com/photos/3y1zF4hIPCg

Photo credit #4: Kendall Lane at https://unsplash.com/photos/yEDhhN5zP4o

[i] Carmichael 118.

Data Visualization 102: The Most Important Rules for Making Data Tables

In a previous post about data visualization in data science and statistics, I discussed what I consider the single most important rule of graphing data. In this post, I am following up to discuss the most important rules for making data tables. I will focus on data tables in reporting/communicating findings to others, as opposed to the many other uses of tables in data science say to store, organize, and mine data.

To summarize, graphs are like sentences, conveying one clear thought to the viewer/reader. Tables, on the other hand, can function more like paragraphs, conveying multiple sentences or thoughts to get an overall idea. Unlike graphs, which often provide one thought, tables can be more exploratory, providing information for the viewer/reader to analyze and draw his or her own conclusions from.

Table Rule #1: Don’t be afraid to provide as much or as little information as you need.

Paragraphs can use multiple sentences to convey a series of thoughts/statements, and tables are no different. One can convey multiple pieces of information that viewers/readers can look through and analyze at his or her own leisure, using the data to answer their own questions, so feel free to take up the space as you need. Several page long tables are fair game and, in many cases, absolutely necessary (although often end up in appendices for readers/viewers needing a more in-depth take).

In my previous data visualization post, I gave this bar chart as an example of trying to say too many statements for a graph:

This is a paragraphs-worth of information, and a table would represent it much better.[i] In a table, the reader/viewer can explore the table values by country and year themselves and answer whatever questions he or she might have. For example, if someone wanted to analyze how a specific country changed overtime, he or she could do so easily with a table, and/or if he or want to analyze compare the immigration ratios between countries of a specific decade, that is possible as well. In the graph above, each country’s subsegment starts in a different place vertically for each decade column, making it hard to compare the sizes visually, and since each decade has dozens of values, that the latter analysis is visually difficult to decipher as well.

But, at the same time, do not be afraid to convey a sentence- or graphs-worth of data into a table, especially when such data is central for what you are saying. Sometimes writers include one-sentence paragraphs when that single thought is crucial, and likewise, a single statement table can have a similar effect. For example, writing a table for a single variable does helps convey that that variable is important:

Gender Some Crucial Result
Male 36%
Female 84%

Now, sometimes in these single statement instances, you might want to use a graph instead of a table (or both), which I discuss in more detail in Rule #3.

Table Rule #2: Keep columns consistent for easy scanning.

I have found that when viewers/readers scan tables, they generally subconsciously assume that all variables in a column are the same: same units and type of value. Changing values of a column between rows can throw off your viewer/reader when he or she looks at it. For example, consider this made-up study data:

  Control Group (n = 100) Experimental Group (n = 100)
Mean Age 45 44
Median Age 43 42
    Male No. (%) 45 (45%) 36 (36%)
    Female No. (%) 55 (55%) 64 (64%)

In this table, the rows each mean different values and/or units. So, for example, going down the control column, the first column is mean age measured in years. The second column switches to median age, a different type of value than mean (although the same unit of years). The final two rows convey the number and percentages of males and females of each: both a different type of value and a different unit (number and percent unlike years). This can be jarring for viewers/readers who often expect columns to be of the same values and units and naturally compare them as if they are similar types of values.

I would recommend transposing it like this, so that the columns represent the similar variables and the rows the two groups:

  Mean Age Median Age (IQR)     Male No. (%)     Female No. (%)
Control Group (n = 100) 45 43 (25, 65) 45 (45%) 55 (55%)
Experimental Group (n = 100) 44 42 (27, 63) 36 (36%) 64 (64%)

Table Rule #3: Don’t be afraid to also use a graph to convey magnitude, proportion, or scale

A table like the gender table in Rule #1 conveys pertinent information numerically, but numbers themselves do not visually show the difference between the values.

Gender Some Crucial Result
Male 36%
Female 84%

Graphs excel at visually depicting the magnitude, proportion, and/or scale of data, so, if in this example, it is important to convey how much greater the “Some Crucial Result” is for females than males, then a basic bar graph allows the reader/viewer to see that the percent is more than double for the females than for the males.

Now, to convey this visual clarity, the graph loses the ability to precisely relate the exact numbers. For example, looking at only this graph, a reader/viewer might be unsure whether the males are at 36%, 37%, or 38%. People have developed many graphing strategies to deal with this (ranging from making the grid lines sharper, writing the exact numbers on top of, next to, or around the segment, among others), but combining the graph and table in instances where one both needs to convey the exact numbers and to convey a sense of their magnitude, proportion, or scale can also work well:

Finally, given that tables can convey multiple statements, feel free to use several graphs to depict the magnitude, proportion, or scale of one table. Do not try to overload a multi-statement table into a single, incomprehensible graph. Break down each statement you are trying to relate with that table and depict each separately in a single graph.

Conclusion

If graphs are sentences, then tables can function more like paragraphs, conveying a large amount of information that make more than one thought or statement. This gives space for your reader/viewer to explore the data and interpret it on their own to answer whatever questions they have.

Photo/Table credit #1: Mika Baumeister at https://unsplash.com/photos/Wpnoqo2plFA

Photo/Table credit #2: Linux Screenshots at https://www.flickr.com/photos/xmodulo/23635690633/

[i] Unfortunately, I do not have the data myself that this chart uses, or I would make a table for it to show what I mean.

The Best Programming Languages for Data Science and Machine Learning

woman coding on computer

Newcomers to data science or artificial intelligence frequently ask me the best programming language to learn to build machine learning algorithms. Thus, I wrote this article as a reference for anyone who wants to know the answer to that question. These are what I consider the three most important languages, ranked in terms of usefulness based on both overall popularity within the data science community and my own personal experiences:

Best Programming Languages for Machine Learning:
#1 Choice: Python
#2 Choice: R
#3 Choice: Java
#4 Choice: C/C++

#1 Programming Language: Python

Python is the most popular language to use for machine learning and for three good reasons.

First, it’s package-based style allows you to utilize efficient machine learning and statistical packages that others have made, preventing you from having to constantly reinvent the wheel for common problems. Many if not most of the best packages (like NumPy, pandas, scikit learn, etc.) are in Python. This almost allows you to “cheat” when programing machine learning algorithms.

Second, Python is a powerful and flexible all-purpose language, so if you are building a machine learning algorithm to do something, then you can easily build the code for the other overall product or system in which you will use the algorithm without having to switch languages or softwares. It supports object-oriented, functional, and procedure-oriented programming styles, giving the programmer flexibility in how to code, allowing you to use whatever style or combination of various styles you like best or fits the specific context.

Third, unlike a language like Java or C++, Python does not require elaborate setup to program a single line of code. Even though you can easily build the coding infrastructure if you need to, if you only need to run a simple command or test, you can start immediately.

When I program in Python, I personally love using Jupyter Notebook, since its interface allows me to both code and to easily show my code and findings as a report or document. Another data scientist can simultaneously read and analyze my code and its output at the same time. I personally wish more data scientists published their papers and reports in Jupyter Notebook or other notebooks like it because of this.

If you have time to learn a single programming language for machine learning, I would strongly recommend it be Python. The next three languages, R, Java, and C++, do not match its ease and popularity within data science.

#2 Programming Language: R

R is a popular language for statisticians, a programming language that is specifically tailored for advanced statistical analysis. It includes many well-developed packages for machine learning but is not as popular with data scientists as Python. For example, in Towards Data Science’s survey, 57% of data scientists reported using Python, with 33% prioritizing it, and only 31% reported using R, with 17% prioritizing it. This seems to show that R is a complementary, not primary language for data science and machine learning. Most R packages have their equivalent in Python (and to some extent the other way around). Unlike Python, which is an all-purpose language, able to do other wonders other than analyzing data and developing machine learning algorithms, R is specifically tailored to statistics and data analysis, not able to do much beyond that. Saying this, though, R programmers are increasingly developing more and more packages for it, allowing it to do more and more.

source codes screenshot

#3 Programming Language: Java

Java was once the most popular language around, but Python has dethroned it in the last few years. As an avid Java programmer who programs in Java for fun, it breaks my heart to put it so far down the list, but Python is clearly a better language for data science and machine learning. If you are working in an organization or other context that still uses Java for part or all of its software infrastructure, then you may be stuck using it, but most recent developments, particularly in machine learning, have occurred in Python and in R (and a few other languages). Thus, if you use Java, you’ll frequently find yourself having to unnecessarily reinventing the wheel.

Plus, one major con of Java is that conducting quick, on-the-go analysis is not possible, since one must write a whole coding system before one can do a single line of code. Java can be popular in certain contexts, where the surrounding applications/software that utilize the machine learning algorithms are in Java, common in finance, front-end development, and companies that have been using Java-based software.

#4 Programming Languages: C/C++

The same Towards Data Science survey I mentioned above lists C/C++ as the second most popular data science and machine learning language after Python. Java follows them closely, yet I included Java and not C/C++ as third because I personally find Java to be a better overall language than C or C++. In C or C++, you may frequently find yourself reinventing the wheel – having to develop machine learning algorithms that others have already built in Python – but in some backend systems that have been built C or C++ like in engineering and electronics, you do not have much of an option. C++ has a similar problem with Java as well: lacking the ability to do quick on-the-go coding without having to build a whole infrastructure.

Conclusion

For a beginner to the data science scene, learning a single programming is the most helpful way to enter the field. Use learning a programming language to assess whether data science is for you: if you struggle and do not like programming, then developing machine learning algorithms for a living is probably not a good fit for you.

Many groups are trying to develop softwares that enable machine learning without having to program: DataRobot, Auto-WEKA, RapidMiner, BigML, and AutoML, among many others. The pros and cons and successes and failures of these softwares warrants a separate blog post to itself (one I intend to write eventually). As of now though, these have not replaced programming languages in either practical ability to develop complex machine learning algorithms and in demonstrating that you have the technical computational/programming skills for the field.

For a beginner to the data science scene, learning a single programming is the most helpful way to enter the field. Use learning a programming language to assess whether data science is for you: if you struggle and do not like programming, then data science where you would be developing machine learning algorithms for a living is probably not a good fit for you. Depending on where you work or type of field/tasks you are doing, you might end up using the language(s) or software(s) your team works with so that you can easily work jointly on projects with them. For some areas of work or tasks might prefer certain packages and languages. If you demonstrate that you can already know a complex programming language like Python (or Java or C++), even if that is not the preferred language of their team, then you will likely demonstrate to any hiring manager that you can learn their specific language or software.

Photo credit #1: ThisIsEngineering at https://www.pexels.com/photo/woman-coding-on-computer-3861958/

Photo credit #2: Hitesh Choudhary at https://unsplash.com/photos/D9Zow2REm8U

Photo credit #3: thekirbster at https://www.flickr.com/photos/kirbyurner/30491542972/in/photolist-MQRUEh-2g3E1wf-Nsr8q9-HDKJxu-22VkHJU-2bWRXY2/lightbox/ (Yes, even though it is cool looking, this is not my code.)

Photo credit #4: Steinar Engeland at https://unsplash.com/photos/WDf1tEzQ_SY

Photo credit #5: Markus Spiske at https://unsplash.com/photos/jUWw_NEXjDw

Anthropologist in I.T. (Comic, Funny)

Here’s a fun little comic about some of my experiences working as an anthropologist in I.T. It’s actually a blast.

I wrote this comic for the University of Memphis Anthropology Department, where they featured it on their Fall 2018 newsletter.

Thank you, Rusty Haner, for illustrating the panels.

When Is Machine Learning Useful?

In a past blog post, I defined and described what machine learning is. I briefly highlighted four instances where machine learning algorithms are useful. This is what I wrote:

  1. Autonomy: To teach computers to do a task without the direct aid/intervention of humans (e.g. autonomous vehicles)
  2. Fluctuation: Help machines adjust when the requirements and data change over time
  3. Intuitive Processing: Conduct or assist in tasks humans do but are unable to explain how computationally/algorithmically (e.g. image recognition)
  4. Big Data: Breaking down data that is too large to handle otherwise

The goal of this blog post is to explain each in more detail.

Case #1: Autonomy

Car, Automobile, 3D, Self-Driving

The first major use of machine learning centers around teaching computers to do a task or tasks without the direct aid or intervention of humans. Self-driving vehicles are a high-profile example of this: teaching a vehicle to drive (scanning the road and determining how to respond to what is around it) without the aid of or with minimal direct oversight from a human driver.

There are two types basic types of tasks that machine learning systems might perform autonomously:

  1. Tasks humans frequently perform
  2. Tasks humans are unable to perform.

Self-driving cars exemplify the former: humans drive cars, but self-driving cars would perform all or part of the driving process. Another example would be chatbots and virtual assistants like Alexa, Cortana, and Ok Google, which seek to converse with users independently. Such tasks might completely or partially complete the human activity: for example, some customer service chatbots are designed to determine the customer’s issue but then to transfer to a human when the issue has a certain complexity.

Humans have also sought to build autonomous machine learning algorithms to perform tasks that humans are unable to perform. Unlike self-driving cars, which conduct an activity many people do, people might also design a self-driving rover or submarine to drive and operate in a world that humans have so far been unable to inhabit, like other planets in our Solar System or the deep ocean. Search engines are another example: Google uses machine learning to help refine search results, which involves analyzing a massive amount of web data beyond what a human could normally do.

Case #2: Fluctuating Data

Business, Success, Curve, Hand, Draw, Present, Trend

Machine learning is also powerful tool for making sense of and incorporating fluctuating data. Unlike other types of models with fixed processes for how it predicts its values, machine learning models can learn from current patterns and adjust both if the patterns fluctuate overtime or if new use cases arise. This can be especially helpful when trying to forecast the future, allowing the model to decipher new trends if and when they emerge. For example, when predicting stock prices, machine learning algorithms can learn from new data and pick up changing trends to make the model better at predicting the future.

Of course, humans are notorious for changing overtime, so fluctuation is often helpful in models that seek to understand human preferences and behavior. For example, user recommendations – like Netflix’s, Hulu’s, or YouTube’s video recommendation systems – adjust based on the usage overtime, enabling them to respond to individual and/or collective changes in interests.

Case #3: Intuitive Processing

Flat, Recognition, Facial, Face, Woman, System

Data scientist frequently develop machine learning algorithms to teach computers how to do processes that humans do naturally but for which we are unable to fully explain how computationally. For example, popular applications of machine learning center around replicating some aspect of sensory perception: image recognition, sound or speech recognition, etc. These replicate the process of inputting sensory information (e.g. sight and sound) and processing, classifying, and otherwise making sense of that information. Language processing, like chatbots, form another example of this. In these contexts, machine learning algorithms learn a process that humans can do intuitively (see or hear stimuli and understand language) but are unable to fully explain how or why.

Many early forms of machine learning arose out of neurological models of how human brains work. The initial intention of neural nets, for instance, were to model our neurological decision-making process or processes. Now, much contemporary neurological scholarship since has disproven the accuracy of neural nets in representing how our brains and minds work.[i] But, whether they represent how human minds work at all, neural networks have provided a powerful technique for computers to use to process and classify information and make decisions. Likewise, many machine learning algorithms replicate some activity humans do naturally, even if the way they conduct that human task has little to do with how humans would.

Case #4: Big Data

Technology, 5G, Aerial, Abstract Background

Machine learning is a powerful tool when analyzing data that is too large to break down through conventional computational techniques. Recent computer technologies have increased the possibility of data collection, storage, and processing, a major driver in big data. Machine learning has arisen as a major, if not the major, means of analyzing this big data.

Machine learning algorithms can manage a dizzying array of variables and use them to find insightful patterns (like lasso regression for linear modeling). Many big data cases involve hundreds, thousands, and maybe even tens or hundreds of thousands of input variables, and many machine learning techniques (like best subsets selection, stepwise selection, and lasso regression) process the myriads of variables in big data and determine the best ones to use. 

Recent developments computing provides the incredible processing power necessary to do such work (and debatably, machine learning is currently helping to push computational power and provide a demand for greater computational abilities). Hand-calculations and computers several decades ago were often unable to handle the calculations necessary to analyze large information: demonstrated, for example, by the fact that computer scientists invented the now popular neural networks many decades ago, but they did not gain popularity as a method until recent computer processing made them easy and worthwhile to run.

Tractors and other large-scale agricultural techniques coincided historically with the enlargement of farm property sizes, where the such machinery not only allowed farmers to manage large tracks of land but also incentivized larger farms economically. Likewise, machine learning algorithms provide the main technological means to analyze big data, both enabling and in turn incentivized by rise of big data in the professional world.

Conclusion

Here I have described four major uses of machine learning algorithms. Machine learning has become popular in many industries because of at least one of these functionalities, but of course, they are not the only potential current uses. In addition, as we develop machine learning tools, we are constantly inventing more. Given machine learning’s newness compared to many other century-old technologies, time will tell all the ways humans utilize it.

Photo credit #1: Mike MacKenzie at https://www.flickr.com/photos/mikemacmarketing/30212411048/

Photo credit #2: julientromeur at https://pixabay.com/illustrations/car-automobile-3d-self-driving-4343635/

Photo credit #3: geralt at https://pixabay.com/illustrations/business-success-curve-hand-draw-1989130/

Photo credit #4: geralt at https://pixabay.com/illustrations/flat-recognition-facial-face-woman-3252983/

Photo credit #5: mohamed_hassan at https://pixabay.com/illustrations/technology-5g-aerial-4816658/

[i] See Richard, Nagyfi. The differences between Artificial and Biological Neural Networks. 4 September 2018. https://towardsdatascience.com/the-differences-between-artificial-and-biological-neural-networks-a8b46db828b7; and Tcheang, Lili. Are Artificial Neural Networks like the Human Brain? And does it matter? 7 November 2018. https://medium.com/digital-catapult/are-artificial-neural-networks-like-the-human-brain-and-does-it-matter-3add0f029273.

What Is Ethnography: A Short Description for the Unsure

What is ethnography, and how has it been used in the professional world? This article is a quick and dirty crash course for someone who has never heard of (or knows little about) ethnography.

Anthropology at its most basic is the study of human cultures and societies. Cultural anthropologists generally seek to understand current cultures and societies by conducting ethnography.

In short, ethnography involves seeking to understand the lived experiences of a particular culture, setting, group, or other context by some combination of being with those in that context (called participant-observation), interviewing or talking with them, and analyzing what happens and what is produced in that context.

It is an umbrella term for a set of methods (including participant-observation, interviews, group interviews or focus groups, digital recording, etc.) employed with that goal, and most ethnographic projects use some subset of these methods given the needs of the specific project. In this sense, it is similar to other umbrella methodologies – like statistics – in that it encapsulates a wide array of different techniques depending on the context.

two woman chatting

One conducts ethnographic research to understand something about the lived experiences of a context. In the professional world, for example, ethnography is frequently useful in the following contexts:

  1. Market Research: When trying to understand customers and/or users in-depth
  2. Product Design: When trying to design or modify a product by seeing how people use it in action
  3. Organizational Communication and Development: When trying to understand a “people problem” within an organization.

In this article, I expound in more detail on situations where ethnographic research is useful in in professional settings.

Ethnographies are best understood through examples, so the table below include excellent example ethnographies and ethnographic researchers in various industries/fields:

Project Area
Computer Technology Development at Intel Market Research
Vacuum CMarket Research Examples Market Research
Psychiatric Wards in Healthcare Organizational Management
Self-Driving Cars at Nissan Artificial Intelligence
Training of Ethnography in Business Schools Education of Ethnography

These, of course, are not the only some situations where ethnography might be helpful. Ethnography is a powerful tool to develop a deep understanding of others’ experiences and to develop innovative and strategic insights.

Photo credit #1: Paolo Nicolello at https://unsplash.com/photos/hKVg7ldM5VU.

Photo credit #2: mentatdgt at https://www.pexels.com/photo/two-woman-chatting-1311518/.

What Is Data Science and Machine Learning? A Short Guide for the Unsure

 What is data science, and what is machine learning? This is a short overview for someone who has never heard of either.

What Is Data Science?

 In the abstract, data science is an interdisciplinary field that seeks to use algorithms to organize, process, and analyze data. It represents a shift towards using computer programing, specifically machine learning algorithms, and other, related computational tools to process and analyze data.

By 2008, companies starting using the term data scientists to refer to a growing group of professionals utilizing advanced computing to organize and analyze large datasets,[i] and thus from the get-go, the practical needs of professional contexts have shaped the field. Data science combines strands from computer science, mathematics (particularly statistics and linear algebra), engineering, the social sciences, and several other fields to address specific real-world data problems.

On a practical level, I consider a data scientist someone who helps develop machine learning algorithms to analyze data. Machine learning algorithms form the central techniques/tools around what constitutes data science. For me personally, if it does not involve machine learning, it is not data science.

What Is Machine Learning?

 Machine learning is a complex term: What to say that a machine “learns”? Overtime data scientists have provided many intricate definitions of machine learning, but its most basic, machine learning algorithms are algorithms that adapt/modify how their approach to a task based on new data/information overtime.

Herbert Simon provides a commonly used technical definition: “Learning denotes changes in the system that are adaptive in the sense that they enable the system to do the task or tasks drawn from the same population more efficiently and more effectively the next time.”[ii] As this definition implies, machine learning algorithms adapt by iteratively testing its performance against the same or similar data. Data scientists (and others) have developed several types of machine learning algorithms, including decision tree modeling, neural networks, logistic regression, collaborative filtering, support vector machines, cluster analysis, and reinforcement learning among others.

Data scientists generally split machine learning algorithms into two categories: supervised and unsupervised learning. Both involve training the algorithm to complete a given task but differ on how they test the algorithm’s performance. In supervised learning, the developer(s) provide a clear set of answers as a basis for whether the prediction is correct; while for unsupervised learning, whether the algorithm’s performance is much more open-ended. I liken the difference to be like the exams teachers gave us in school: some tests, like multiple choice exams, have clear, right and wrong answers or solutions, but other exams, like essays, are open-ended with qualitative means of determining goodness. Just like the nature of the curriculum determines the best type of exam, which type of learning to performs depends on the project context and nature of the data.

Here are four instances where machine learning algorithms are useful in these types of tasks:

  1. Autonomy: To teach computers to do a task without the direct aid/intervention of humans (e.g. autonomous vehicles)
  2. Fluctuation: Help machines adjust when the requirements or data change over time
  3. Intuitive Processing: Conduct (or assist in) tasks humans do naturally but are unable to explain how computationally/algorithmically (e.g. image recognition)
  4. Big Data: Breaking down data that is too large to handle otherwise

Machine learning algorithms have proven to be a very powerful set of tools. See this article for a more detailed discussion of when machine learning is useful.

[i] Berkeley School of Information. (2019). What is Data Science? Retrieved from https://datascience.berkeley.edu/about/what-is-data-science/.

[ii] Simon in Kononenko, I., & Kukar, M. (2007). Machine Learning and Data Mining. Elsevier: Philadelphia.

Photo credit #1: Frank V at https://unsplash.com/photos/zbLW0FG8XU8

Photo credit #2: Brett Jordan at https://unsplash.com/photos/HzOclMmYryc

Recently Published Article: “Anthropology by Data Science”

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Photo by Ekrulila on Pexels.com

I am pleased to announce that the Annals of Anthropological Practice has accepted my article “Anthropology by Data Science.” https://anthrosource.onlinelibrary.wiley.com/doi/10.1111/napa.12169. In it, I reflect on the relationship anthropologist have cultivated with data science as a discipline and the importance of integrating machine learning techniques into ethnographic practice.

Annals of Anthropological Practice is overseen by the National Association for the Practice of Anthropology (NAPA) within the American Anthropological Association. Thank you, NAPA, for publishing my article and thank you to all the unnamed editors and reviewers in the process.

Interdisciplinary Anthropology and Data Science Master’s Thesis: A Quick and Dirty Project Summary

This is a quick and dirty summary of my master’s practicum research project with Indicia Consulting over the summer of 2018. For anyone interested in more detail, here is a more detailed report, and here is the final report with Indicia. 

Background

My practicum was the sixth stage of a several year-long research project. The California Energy Commission commissioned this larger project to understand the potential relationship between individual energy consumption and technology usage. In stages one through five, we isolated certain clusters of behavior and attitudes around new technology adoption – which Indicia called cybersensitivity – and demonstrated that cybersensitivity tended to associate with a willingness to adopt energy-saving technology like smart meters.

This led to a key question: How can one identify cybersensivity among a broader population such as a community, county, or state? Answering this question was the main goal of my practicum project.

In the past stages of the research project, the team used ethnographic research to establish criteria for whether someone was a cybersensitive based on several hours of interviews and observations about their technology usage. These interviews and observations certainly helped the research team analyze behavioral and attitudinal patterns, determine what patterns were significant, and develop those into the concept of cybersensitivity, but they are too time- and resource-intensive to perform with an entire population. One generally does not have the ability to interview everyone in a community, county, or state. I sought to address this directly in my project.

TaskTimelineTask NameResearch TechniqueDescription
Task 1June 2015-Sept 2018General Project TasksAdministrative (N/A)Developed project scope and timeline, adjusting as the project unfolds
Task 2July 2015 – July 2016Documenting and analyzing emerging attitudes, emotions, experiences, habits, and practices around technology adoptionSurveyConducted survey research to observe patterns of attitudes and behaviors among cybersensitives/awares.
Task 3Sept 2016 – Dec 2016Identifying the attributes and characteristics and psychological drivers of cybersensitivesInterviews and Participant-ObservationConducted in-depth interviews and observations coding for psych factor, energy consumption attitudes and behaviors, and technological device purchasing/usage.
Task 4*Sept 2016 – July 2017Assessing cybersensitives’ valence with technologyStatistical AnalysisTested for statistically significant differences in demographics, behaviors, and beliefs/attitudes between cyber status groups
Task 5Aug 2017 – Dec 2018  Developing critical insights for supporting residential engagement in energy efficient behaviorsStatistical AnalysisAnalyzed utility data patterns of study participants, comparing it with the general population.
Task 6March 2018 – Aug 2018Recommending an alternative energy efficiency potential modelDecision Tree ModelingConstructed decision tree models to classify an individual’s cyber status

Project Goal

The overall goal for the project was to produce a scalable method to assess whether someone exhibits cybersensitivity based on data measurable across an entire population. In doing this, the project also helped address the following research needs:

  1. Created a method to further to scale across a larger population, assessing whether cybersensitives were more willing to adopt energy saving technologies across a community, county, or state
  2. Provided the infrastructure to determine how much promoting energy-saving campaigns targeting cybersensitives specifically would reduce energy consumption in California
  3. Helped the California Energy Commission determine the best means to reach cybersensitives for specific energy-saving campaigns

The Project

I used machine learning modeling to create a decision-making flow to isolate cybersensitives in a population. Random forests and decision trees produced the best models for Indicia’s needs: random forests in accuracy and robustness and decision trees in human decipherability. Through them, I created a programmable yet human-comprehensible framework to determine whether an individual is cybersensitive based on behaviors and other characteristics that an organization could be easily assess within a whole population. Thus, any energy organization could easily understand, replicate, and further develop the model since it was both easy for humans to read and encodable computationally. This way organizations could both use and refine it for their purposes.

Conclusion

This is a quick overview of my master’s practicum project. For more details on what modeling I did, how I did it, what results it produced, and how it fit within the wider needs of the multi-year research project, please see my full report.

I really appreciated the opportunity it posed to get my hands dirty integrating ethnography and data science to help address a real-world problem. This summary only scratches the surface of what Indicia did with the Californian Energy Commission to encourage sustainable energy usage societally. Hopefully, though, it will inspire you to integrate ethnography and data science to address whatever complex questions you face. It certainly did for me.

Thank you to Susan Mazur-Stommen and Haley Gilbert for your help in organizing and completing the project. I would like to thank my professorial committee at the University of Memphis – Dr. Keri Brondo, Dr. Ted Maclin, Dr. Deepak Venugopal, and Dr. Katherine Hicks – for their academic support as well.

The Anthropology of Machine Learning

In the spring of 2018, I researched how anthropologists and related social scholars have analyzed data science and machine learning for my Master’s in Anthropology at the University of Memphis. For the project, I assessed the anthropological literature on data science and machine learning to date and explore potential connections between anthropology and data science, based on my perspective as a data scientist and anthropologist. Here is my final report.

Thank you, Dr. Ted Maclin, for your help overseeing and assisting this project.

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