In-Depth Notes on Clustering Algorithms, K-Means and Hierarchical Clustering
Overview of Clustering Algorithms
- Clustering is a way to group data points in such a way that similar data points are grouped together.
- K-means and hierarchical clustering are two popular methods of clustering.
K-Means Clustering
K-means is particularly good for datasets that form globular clusters:
- Clusters must match expectations for them to be effective.
- If clusters do not appear as expected, it may require recalibrating the clustering approach (e.g., adjusting the algorithm parameters).
Choosing the number of clusters (k):
- Elbow Method: Involves plotting the variance explained as a function of the number of clusters and looking for a "knee" point where the rate of variance explained drops off.
- Silhouette Method: Provides a way to assess the appropriateness of clusters by measuring how similar an object is to its own cluster versus other clusters. Better for datasets lacking a defined elbow.
Hierarchical Clustering
Hierarchical clustering uses a bottom-up approach:
- Starts with each observation as its own cluster and merges them into larger clusters as the algorithm progresses.
- Flexibility to select the number of clusters at any point based on user needs.
Dendrograms:
- A visual representation of the hierarchical clustering that shows the distance or dissimilarity between clusters.
- Observations can be grouped according to the tallest links (representing dissimilarities) in the dendrogram.
Dendrogram Interpretation
- Vertical distance indicates dissimilarity; the larger the distance, the more dissimilar the clusters are.
- Cutting the dendrogram at a certain height allows selecting the number of clusters:
- Example: Cutting high results in fewer clusters, cutting low results in more clusters.
Considerations for Clustering
- Unsupervised Learning:
- Clustering does not rely on pre-labeled categories. It identifies inherent relationships based on feature similarities.
- Important to understand that features selected for clustering significantly influence results.
- Results may not always align with known categories or labels since clustering algorithms operate independently.
Challenges of Clustering
- Curse of Dimensionality:
- In high-dimensional space, data points become sparse and varied. More data is needed for similar statistical power.
- More features result in exponentially larger combinatorial space, necessitating more observations to fill that space adequately.
- Distance Measures in Clustering:
- Different distance metrics can continually affect clustering performance:
- Euclidean distance: Commonly used but can mislead in high dimensionality.
- Other metrics include Manhattan, cosine similarity, etc.
Dissimilarity Metrics in Hierarchical Clustering
- Single Linkage: Takes minimum distance from elements in different groups.
- Complete Linkage: Takes maximum distance from elements in different groups.
- Average Linkage: Considers the average distance from all elements in the cluster.
- Ward's Linkage: Seeks to minimize the total within-cluster variance.
Key Takeaways in Clustering Algorithms
- Clustering can reveal hidden patterns in data but needs careful selection of features and metrics to be effective.
- It’s crucial to interpret results within the context of the data and intended task, as clustering is unsupervised and may not directly correspond to expected outcomes.
- Strong statistical and domain knowledge is necessary to select the most appropriate methods and evaluate traffic between clusters effectively.