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Station segmentation of Lisbon bicycle sharing system based on users demand and supply

Fernandes, Marisa Martinho

Abstract

Bike-sharing systems are well known in the sustainable mobility field and have several aspects that need optimization and improvement. One of the most relevant aspects is station segmentation based on user demand and supply, and it is the focus of the thesis. The segmentation work has an enormous potential to reduce complexity in predicting the bicycle demand and supply, thus improving the overall quality of service. Several machine learning algorithms were used to investigate the aforementioned segmentation task. This work considers two popular and well-known clustering algorithms to extract and analyze interesting patterns, like the difference between arrivals and departures throughout time and stations: the DBSCAN (Density-Based Spatial Clustering of Applications with Noise) and the hierarchical clustering. The algorithms are applied to the specific case of GIRA, the bicycle sharing system (BSS) of the city of Lisbon. The obtained results suggest that considering the variables under analysis, the optimal number of clusters to be used in a second phase of the BSS optimization (demand and supply forecast) is the same as the number of stations in the Lisbon BSS. The results are very insightful and allow future work to focus either on the demand forecast or the enrichment of the variables under study.

Full text

S a ion Segmen a ion o Lisbon bicycle sha ing sys em based on use s demand and supply Ma isa Ma inho Fe nandes P ojec wo k p esen ed as he pa ial equi emen o ob aining a Mas e 's deg ee in In o ma ion Managemen NOVA In o ma ion Managemen School Ins i u o Supe io de Es a ís ica e Ges ão de In o mação Uni e sidade No a de Lisboa STATION SEGMENTATION OF LISBON BICYCLE SHARING SYSTEM BASED ON USERS DEMAND AND SUPPLY Ma isa Ma inho Fe nandes P ojec Wo k p esen ed as he pa ial equi emen o ob aining a Mas e 's deg ee in In o ma ion Managemen , Specializa ion in Knowledge Managemen and Business In elligence Ad iso : Mau o Cas elli Janua y 2021 iii ACKNOWLEDGEMENTS I would like o hank e e yone ha c ossed my pa h du ing my academic li e and con ibu ed o en ich my li e and o my pe sonal and academic g ow h. A wa m hank you o my amily, in special o my pa en s ha suppo ed me in his jou ney and wo ked ha d all hei li es o make su e ha I had he oppo uni y o educa e mysel and pu sui o a be e and p ospe ous u u e o me. A huge hank you o Mau o Cas elli ha i elessly suppo ed me h oughou my mas e hesis, wi hou him o achie ing his ma k on my li e would ha e been much mo e di icul . All my iends ha kep on o e ing me all he suppo ha I need and kep on eminding me ha I was almos he e, a big hank you ollowed by a big hug, wi hou you his jou ney would ha e been lonelie . A las , bu no leas , an eno mous hank you o mysel o keeping on his p ojec while wo king, o no s opping belie ing ha i was possible hough di icul , o no accep ing he emp ing hough o “I can lea e i o he nex yea ”, o keeping de e minedly ai h ul o my ambi ion. i E e yone hinks o changing he wo ld, bu no one hinks o changing himsel . Leo Tols oy ABSTRACT Bike-sha ing sys ems a e well known in he sus ainable mobili y ield and ha e se e al aspec s ha need op imiza ion and imp o emen . One o he mos ele an aspec s is s a ion segmen a ion based on use demand and supply, and i is he ocus o he hesis. The segmen a ion wo k has an eno mous po en ial o educe complexi y in p edic ing he bicycle demand and supply, hus imp o ing he o e all quali y o se ice. Se e al machine lea ning algo i hms we e used o in es iga e he a o emen ioned segmen a ion ask. This wo k conside s wo popula and well-known clus e ing algo i hms o ex ac and analyze in e es ing pa e ns, like he di e ence be ween a i als and depa u es h oughou ime and s a ions: he DBSCAN (Densi y-Based Spa ial Clus e ing o Applica ions wi h Noise) and he hie a chical clus e ing. The algo i hms a e applied o he speci ic case o GIRA, he bicycle sha ing sys em (BSS) o he ci y o Lisbon. The ob ained esul s sugges ha conside ing he a iables unde analysis, he op imal numbe o clus e s o be used in a second phase o he BSS op imiza ion (demand and supply o ecas ) is he same as he numbe o s a ions in he Lisbon BSS. The esul s a e e y insigh ul and allow u u e wo k o ocus ei he on he demand o ecas o he en ichmen o he a iables unde s udy. KEYWORDS Machine lea ning; Timese ies segmen a ion; Bike-sha ing sys ems; Sus ainable mobili y i Index 1. In oduc ion .................................................................................................................. 1 2. Rela ed wo k ................................................................................................................. 3 3. Da a unde s anding ...................................................................................................... 6 4. P e-p ocessing .............................................................................................................. 8 4.1. Da a cleaning ......................................................................................................... 8 4.2. Da a in eg a ion................................................................................................... 10 4.3. Da a Reduc ion .................................................................................................... 11 4.4. Da a T ans o ma ion ........................................................................................... 12 5. Bike S a ions dimensionali y educ ion ...................................................................... 13 5.1. Unsupe ised lea ning s Supe ised lea ning .................................................... 13 5.1.1. Unsupe ised lea ning .................................................................................. 13 5.1.2. Supe ised lea ning ...................................................................................... 13 5.2. Unsupe ised lea ning applied o ime se ies ..................................................... 13 5.3. Dis ance measu e ................................................................................................ 14 5.4. Algo i hms o unsupe ised lea ning ................................................................. 15 5.4.1. Hie a chical Clus e ing ................................................................................. 15 5.4.2. Densi y-based spa ial clus e ing o applica ions wi h noise (DBSCAN) ....... 16 5.5. Measu ing clus e quali y .................................................................................... 17 5.5.1. In insic e alua ion me hods ........................................................................ 18 6. Resul s, conclusion and u u e wo k .......................................................................... 19 7. Bibliog aphy ................................................................................................................ 22 ii LIST OF TABLES Table 1 - Bicycle s a ion ile - in o ma ion ................................................................................. 6 Table 2 - Bicycle ips ile - in o ma ion ..................................................................................... 6 Table 3 - Incohe ence example 1 ............................................................................................... 9 Table 4 - Incohe ence example 2 ............................................................................................... 9 Table 5 - Incohe ence example 3 ............................................................................................. 10 Table 6 - Incohe ence example 4 ............................................................................................. 10 Table 7 - New ea u es in o ma ion ......................................................................................... 11 Table 8 - Di e ences be ween unsupe ised and supe ised lea ning (Jones, Johns on, & K uge , 2019) .................................................................................................................... 13 Table 9 - Calcula ions o he DTW dis ance be ween ime se ies a and b (Izakian, Ped ycz, & Jamal, 2015) ..................................................................................................................... 15 Table 10 - DBSCAN algo i hm (Chauhan, 2020) ....................................................................... 17 Table 11 - Time se ies clus e ing esul s .................................................................................. 20 iii LIST OF ABBREVIATIONS AND ACRONYMS PCA P incipal Componen Analysis IST Ins i u o Supe io Técnico DTW Dynamic Time Wa ping BSS Bicycle Sha ing Sys ems FFBSS F ee-Floa ing Bicycle Sha ing Sys em SBRP S a ic Bicycle Reposi ioning Sys em DBRP Dynamic Bicycle Reposi ioning Sys em ANN A i icial Neu al Ne wo k DBSCAN Densi y-based spa ial clus e ing o applica ions wi h noise 1 1. INTRODUCTION A bicycle sha ing sys em (BSS) can be de ined as a ne wo k o bicycles sp ead in a ci y, a ailable o use s. A use can ake a bicycle a he s a ing poin , d i e i un il he des ina ion poin and lea e he bicycle whe e he ip inished, momen in which he bicycle will become a ailable o o he use s. Bicycle sha ing sys ems gained popula i y in ecen yea s and became a popula se ice in majo ci ies. The i s BSS wo ld-wide was in oduced in Ams e dam in 1965 (Shaheen, 2012) and he bicycles we e unlocked and placed a ound he ci y. The nex BSSs wen h ough some changes and challenges: some o hem we e paid, and some ha e su e ed om he o e en andalism. Th oughou he yea s, BSSs became mo e popula a ound he wo ld and by he beginning o Ap il o 2020 he e we e 2102 ci ies wi h BSS, wi h app oxima ely 17866900 sel -se ice public use bicycles and elec ic assis ed bicycles. (DeMaio & DesJa dins, s.d.). Ci ies a e cha ac e ized by an agi a ed li e, a ic conges ion, long wai ing imes be ween public anspo s connec ions, and bad ai quali y. BSSs can be seen as a way o coun e ac ing o minimizing some o hese issues. In Albiński and coau ho s (Albiński, Fon aine, & Minne , 2018) wo k, a BSS is p esen ed as a good al e na i e anspo mode wi h espec o he exis en ones ( ain, am, me o and bus). In ac , i he ci y has a well-s uc u ed bicycle in as uc u e, iding a bicycle can be he as es way o go om one place o ano he and, as a consequence, a ime-sa ing al e na i e. Besides ha , i has a posi i e impac on use ’s heal h due o he exe cise done by iding a bike. Mo eo e , he educ ion o g eenhouse gas emissions is also a ac o ha con ibu es o he BSS adop ion and i s inc easing popula i y. Fo ma and coau ho s (Fo ma, Ra i , & Tzu , 2015) and Shui and coau ho s (Shui & Sze o, 2018) poin ed ou ha BSS is an en i onmen ally iendly op ion and i can complemen he public anspo a ion. This s udy uses machine lea ning echniques o clus e docking s a ions wi h simila demand and o e beha io s, aking in o accoun he BSS o Lisbon. The ci y made a ailable a BSS in 2017 wi h he p ojec GIRA, and by Sep embe o 2019 i coun ed wi h 81 s a ions and a ound 600 (bo h casual and elec ic) sha ed bicycles. The e a e wo ypes o BSS: he so-called adi ional BSS, which is cha ac e ized by ha ing he bicycles associa ed o a docking s a ion and he ee- loa ing BSS (FFBSS) in which he e is no a ixed place o each bicycle and he bicycles ee- loa a ound he ci y (Liu, Sze o, & Ho, 2018). The BSS o Lisbon is a adi ional BSS. In he con ex o a adi ional BSS, each jou ney ypically s a s om a speci ic docking-s a ion, inishes in ano he , and he use does no need o e u n o he ini ial s a ion. This ype o beha io con ibu es o emp y and ull s a ions. I is impo an o no e he BSSs a e e icien when s a ions a e balanced (no emp y o ull). The e o e, unbalanced s a ions lead o ine iciency in BSS which also leads o unsa is ied use s and, consequen ly, o a po en ial loss o use s. (Dell'Amico, Io i, No ellani, & Sub amanian, 2018) The unbalanced s a ion is also a p oblem in he con ex o he GIRA p ojec ha will be add essed in his wo k. The e a e wo common app oaches o minimize he p oblem o unbalanced BSS, being he i s use -based and he second uck-based. The use -based app oach is usually less cos ly han he la e , bu i a ely sol es he p oblem by i sel . In pa icula , he use -based app oach gi es a ewa d/incen i e o use s ha s a a ip in s a ions wi h an excess o bicycles and o he use s ha end a ip in s a ions wi h a de ici o bicycles. The uck-based app oach add esses he p oblem by 8 4. PRE-PROCESSING This chap e will explo e one o he mos ime consuming and also one o he mos impo an asks o he success o he algo i hm’s esul s. (Kambe , Han, & Pei, 2011) The app oach aken in his chap e was guided by (Wi en, Pal, Hall, & F ank, 2016). The au ho s o he book spli p e-p ocessing s ep in o 4 majo ca ego ies: 1. Da a cleaning ou ines a e applied o ha e clean he da a. Those ou ines a e pu in p ac ice h ough: illing missing alues; smoo hing noisy da a; emo ing ou lie s and iden i ying and esol ing inconsis encies o incohe ences. 2. Da a In eg a ion is used when he e is he need o he possibili y o ge mo e da a om ano he da a sou ce. Ge ing mo e da a, will e y likely en ich he explanabili y o he phenomena unde analysis. Da a in eg a ion is no all oses, i is common ha wi h i , edundancies, noise and inconsis encies will ise. The e o e, i ’s impo an ha his s ep is explo ed along side wi h da a cleaning. 3. Da a Reduc ion goal is o ha e a da ase wi h less a iables bu wi h he same o almos he same explanabili y o he phenomena. The e a e some echniques ha can be used and all unde da a educ ion s ep, such as: dimensionali y educ ion echniques (e.g., PCA, ac o analysis, o wa d ea u e selec ion, e c.), ea u e subse selec ion (e.g., i ele an o edundan ea u es) o ea u e c ea ion (e.g., c ea ion o new ea u es ha summa ize o he s such as c ea ing he a iable du a ion ins ead o ha ing da e s a and da a end). 4. Da a T ans o ma ion s ep is esponsible o ans o ming da a (i needed) in o a s a e ha will make he modeling p ocess mode e icien . This p ocess includes se e al possible echniques, such as: ea u e cons uc ion (e.g., c ea ion o new ea u es om exis ing ones), agg ega ion (e.g., agg ega e da a by da e ime e e y 10 minu es ins ead o ha ing da a o he second), no maliza ion (e.g., scale ea u es o a smalle ange) o disc e iza ion (e.g., con e o pa i ion con inuous alues in o in e als o in o new ea u es). 4.1. DATA CLEANING This sub-chap e will go deepe in how he i s s ep o p e-p ocessing, he da a cleaning, was applied in he con ex o his s udy. The s eps aken will be desc ibed alongside wi h some speci ic example o a be e unde s anding o he wo k done: Resol e incohe encies 1) As i was men ioned in Da a unde s anding chap e , he columns “id_expl”, “id_planeamen o” and “desig_come cial” ( he numbe s in he beginning) e e ence he same alue, he s a ion numbe . The e o e, hose we e checked agains each o he o make su e ha i s alues we e co ec . In he majo i y o he cases, he alues we e cohe en , in he emaining cases whe e he alues we e no cohe en , he da a was co ec ed ha ing he “desig_come cial” numbe has a decision make . Fo example, as i can be seen in Table 3, he id_expl and 9 id_planeamen o a e he same bu he design_come cial isn’ . As he desig_come cial has p e alence o e he o he s, he eco ds in ques ion we e co ec ed o 103. Table 3 - Incohe ence example 1 Id_expl Id_planeamen o desig_come cial 1 1 103-Ja dim da Água 2) The second case o incohe encies e i ied is he e i ica ion o he “desig_come cial” alues. The s a ions names we e analyzed, and some i egula i ies we e no iced unde he ollowing cases ca ego iza ion: a. The id was he same, bu he name was sligh ly di e en . b. The name was he same, bu he id was di e en ( ypically sequen ial, e.g., 224 and 225). c. The e was no name, only id. In o de o esol e hese cases, he websi e (h ps://www.gi a-bicicle asdelisboa.p /descob e- as-es acoes/ ) whe e esides he o icial map wi h all he s a ions in Gi a’s ne wo k was aken unde conside a ion and obse a ion. Rega ding case a), he s a ion names we e co ec ed o he o icial name ( he name p esen in he o icial websi e). The cases obse ed can be seen in Table 4. Table 4 - Incohe ence example 2 Desig_come cial-1 Desig_come cial-2 Desig_come cial-decision 488 - Rua Fe nando Namo a N35 / Rua An ónio Quad o 488 - Rua Fe nando Namo a n35 / Rua An ónio Quad o 488 – Rua Fe nando Namo a / Rua An ónio Quad os 410 - Rua da Mesqui a / Rua D . Júlio Dan as 410 - Rua da Mesqui a /Uni e sidade No a de Lisboa 410 - Rua da Mesqui a /Uni e sidade No a de Lisboa Rega ding case b), he wo cases iden i ied we e co ec , meaning ha he e we e wo s a ions wi h he same name. The cases obse ed can be seen in Table 5. 10 Table 5 - Incohe ence example 3 Desig_come cial-1 Desig_come cial-2 224 - Ma im Moniz 225 - Ma im Moniz 307 - Ma quês de Pombal Rua D . Júlio Dan as 308 - Ma quês de Pombal Rega ding case c), he decision made was simply assigning he o icial name o he ones ha we e missing i . The example can be seen in Table 6E o ! Re e ence sou ce no ound. Table 6 - Incohe ence example 4 Desig_come cial-1 Desig_come cial-2 Desig_come cial-decision 303 303 - A enida da Libe dade / Rua das P e as 303 - A enida da Libe dade / Rua das P e as Remo e noisy da a Rega ding emo ing o no conside ing ce ain da a, he columns “es ado” speci ies i he s a ion is ac i e, in epai o in s ock. Only he eco ds associa ed wi h he “es ado” in s ock o in epai we e emo ed om he da ase . Tha choice was made, based on he ac ha he phenomena unde analysis only s udies he s a ions ha a e ac i e and by consequen ha e ips associa ed. 4.2. DATA INTEGRATION Da a in eg a ion chap e will go h ough he aken s eps in o de o ge mo e ea u es ha can explain he phenomena unde analysis. Th ough hose s eps, da a om 3 di e en ex e nal sou ces we e used: 1) Po uguese holidays websi e: om his websi e, i was possible o ga he all he o icial Po uguese holidays o he 2018 yea and u he con e hose in o a py hon dic iona y. 2) Ins i u o Supe io Técnico wea he s a ion API: IST has a ee API wi h wea he da a, based on a wea he s a ion loca ed in Alameda. In his case, Alameda was conside ed ep esen a i e o he ci y o Lisbon has a wea he p oxy. The da a collec ed om his API con ains hou ly da a. 3) Sun ise and sunse API: In o de o ha e he da a needed o u he unde s and when i was dayligh o no , da a ega ding he sunse and sun ise ime in he ci y o Lisbon was collec ed. The da a is a da e ime wi h de ail un il he second. 11 Table 7 - New ea u es in o ma ion Va iable Desc ip ion Sou ce Sunse ime Con aining he da e ime (un il seconds) o sunse and sun ise o each day h ps://sun ise-sunse .o g/api Sun ise ime Po uguese holidays Con ains all o icial holidays. h ps://www.calenda .com/po ugal/calenda io- 2018/ To al p ecipi a ion How many millime e s o ain h p://me eo2-ciis .is .u l.p :8080/api A mosphe ic p essu e A mosphe ic p essu e in miliba s Sola adia ion Sola adia ion in wa s pe squa e Rela i e humidi y Pe cen age o humidi y Tempe a u e Tempe a u e in Celsius deg ees Wind di ec ion Deg ees o wind di ec ion Wind gus How s ong is he wind gus in me e s pe second Wind speed The wind speed in me e s pe second 4.3. DATA REDUCTION This chap e will explain wha was done in e ms o da a educ ion. As i was explained in P e- p ocessing, he e a e h ee majo se o ac ions ha usually a e pe o med, om which only wo we e used: 1) Fea u e subse selec ion: Some ea u es we e no longe conside ed due o he ac ha ei he hey didn’ add in o ma ion ha wasn’ al eady in o he a iables, o hey didn’ ha e comple e in o ma ion in o de o be used. The cases we e: a. “id_expl” and “id_planeamen o” since hei in o ma ion is al eady in “desig_come cial” b. “es ado” because he da ase will only ha e eco ds wi h “es ado” o ac i e, so i wouldn’ add new in o ma ion. 12 c. “ ipo_se ico_ni eis” because in he ile ha has in o ma ion om s a ions, his column has incomple e in o ma ion, o in o he wo ds, he da a in his column is no su icien o conclusi e abou how many elec ical bicycles o no mal ones a e in he s a ion a each ime. The e o e, o assu e quali y o he da a, i can’ be used. d. “bike_ id”, “geom”, “num_ e ices” a e geog aphical a iables. Since in his s udy, he geog aphical dimension won’ be conside ed, hese a iables won’ apply. e. “id”, since i is only a unique numbe o each ip and won’ add ele an in o ma ion. . “dis ance”, his ea u e is also incomple e, mo e han 49% o he da ase has null alues. Since i ’s no a good app oach o in e pola e 49% o he da a, he ea u e was emo ed om he analysis. 2) Fea u e c ea ion a. A a iable called “du acao_min” was c ea ed, which is a p oduc o he di e ence be ween he da e s a and he da e end. Ins ead o 2 ea u es we now ha e 1 wi h he same in o ma ion. 4.4. DATA TRANSFORMATION In his chap e all he ans o ma ions in he da a will be explained. The ans o ma ions we e made in o h ee majo ypes: a) Bina y ans o ma ion was used in he case o he holidays and dayligh a iables. In he holidays case, now ha a iable has alue 1 i i was holiday in Po ugal and 0 i i wasn’ . In he dayligh case, om he sunse and sun ise da e imes, now he a iable has also bina y alues, 1 i i was dayligh and 0 i i wasn’ . b) Agg ega ion was used o he ime dimension. The decision o agg ega ing he ime dimension in o bins o 20 minu es was made because o 2 easons, i s he pe iodici y o he da a was inconsis en (1 second, 2 minu es, 5 minu es, e c.), second in e ms o he s udy scope, he bike sha ing ebalancing p oposal won’ be made e e y second, so he decision o 20 minu es pe iodici y was made based on he al eady men ioned pape . (Regue & Recke , 2014) c) New ea u es c ea ed all in o wo ypes: ime ela ed and numbe o bikes ela ed. The ime ela ed ones a e a iables elling ( ip wise) he hou , minu e and i i was a weekday o no . The numbe o bikes ela ed ones, a e he numbe o bicycles p esen in he s a ion 1, 24 and 168 hou s be o e (1 hou , 1 day and 1 week, espec i ely). 13 5. BIKE STATIONS DIMENSIONALITY REDUCTION 5.1. UNSUPERVISED LEARNING VS SUPERVISED LEARNING Supe ised lea ning and unsupe ised lea ning a e wo machine lea ning asks ha a e commonly employed o add essing di e en kinds o p oblems and ha e some main di e ences (Jones, Johns on, & K uge , 2019) Table 8 - Di e ences be ween unsupe ised and supe ised lea ning (Jones, Johns on, & K uge , 2019) Unsupe ised lea ning Supe ised lea ning No labels p o ided Labels p o ided Finds s uc u e in unlabeled da a Finds pa e ns in exis ing s uc u e Uses echniques such as clus e ing o dimensionali y educ ion Uses echniques such as eg ession o classi ica ion 5.1.1. Unsupe ised lea ning Unsupe ised lea ning is used when he a ge alue o each obse a ion is unknown and he inpu da a is he only a ailable in o ma ion. This ype o lea ning ask is commonly used o iden i ying g oups o simila obse a ions: his p ocess is pa icula ly help ul when ying o ind he meaning in he da a, assign he obse a ions o simila g oups o educe dimensionali y. 5.1.2. Supe ised lea ning Supe ised lea ning is used o sol e p oblems whe e he a ge alue o each obse a ion is known, so his in o ma ion can be used o ei he classi y (e.g. p edic ing i a pe son will has endency o be an alcoholic o no based on hei s b ain cells ac i i y) o i a eg ession (e.g. p edic ing he p ice o a pe sonal compu e based on how much memo y and p ocessing capaci y i has). 5.2. UNSUPERVISED LEARNING APPLIED TO TIME SERIES As ou lined in he wo k o Reddy and Agga wal, ime-se ies segmen a ion can ha e wo main o mula ions, which s ongly depend on he p oblem aken in o accoun (Reddy & Agga wal, 2013). I he p oblem consis s o inding se s o ime se ies wi h simila ends, we ha e a co ela ion-based online clus e ing p oblem. On he o he hand, i he p oblem consis s o ime se ies wi h simila shapes, we ha e a shape-based o -line clus e ing p oblem. Co ela ion-based online clus e ing: This o mula ion is commonly used in cases o inancial ma ke s domain o iden i ying g oups o s ocks ha ha e simila ends o co ela ed ends. Shape-based o -line clus e ing: Con e sely o he p e ious explained o mula ion, in he shape-based o mula ion, he ime se ies a e e alua ed and clus e ed o -line. This o mula ion is used in he cases in which he objec i e is o ind ime se ies wi h simila shapes. The bigges challenge and mos 14 de e mina e aspec o g ouping based on shapes is he de ini ion o how o measu e simila i y in he shapes. Depending on he p oblem being sol ed, he e a e se e al good simila i y unc ions, such as Euclidean unc ion o dynamic ime w apping. Ha ing bo h o mula ion ypes o ime-se ies segmen a ion and knowing ha he goal wi h he segmen a ion wi h his wo k is o ind g oups o ime se ies (s a ions) ha ha e simila beha io s, he mos sui able o mula ion is he shape-based o -line clus e ing. 5.3. DISTANCE MEASURE As explained in he wo k o Reddy and Agga wal, when he clus e ing p oblem is a imese ies p oblem he simila i y concep and how i is measu ed is e y impo an o ha e in conside a ion. In his sec ion we will go h ough simila i y/dis ance me ics. As i was men ioned in Sec ion 3.2 and as s a ed by Izakian and coau ho s, “Selec ing a dis ance unc ion o e alua e simila i ies/dissimila i ies o ime se ies has a signi ican impac on he clus e ing algo i hms and hei inal esul s p oduced by hem” (Izakian, Ped ycz, & Jamal, 2015). Due o his signi ican impac , some well-known and commonly used dis ance unc ions will be explained and conside ed: • Euclidean dis ance: Conside ing ha he da apoin s ha e n dimensions, his me ic ha akes he di e ence o he coo dina es be ween wo da a poin s p and q, squa es i and sums i . The dis ance be ween he wo poin s is gi en by he squa e o ha sum. 𝑑(𝑝,𝑞)= √(𝑞1−𝑝1)2+(𝑞2−𝑝2 )2 +⋯+(𝑞𝑛−𝑝𝑛)2 • Manha han dis ance: Conside ing ha he da apoin s ha e n dimensions, his me ic e u ns sum o he absolu e di e ence among he n coo dina es o he da a poin s p and q. The Manha han dis ance be ween wo da a p and q is o malized as ollows: 𝑑(𝑝,𝑞)= ∑|𝑝𝑖−𝑞𝑖 | 𝑛 𝑖=1 Besides he dis ance me ics jus men ioned abo e, he e is an impo an aspec o his s udy ha will a ec he choice o he me ic, he ac ha he ype o obse a ions ha compose ou da ase a e ime se ies. Wo king wi h ime se ies b ings some conce ns wi h espec o hei compa ison. Fo example, wo ime se ies can be exac ly equal bu wi h a ime shi o 2 hou s, and i he Euclidean dis ance is used, he wo ime-se ies will appea di e en o each o he , which is no in ac ue i we conside he ime shi o 2 hou s. To add ess ha impo an aspec and commonly aced p oblem, dynamic ime w apping is he bes dis ance o deal wi h ha . This measu e “de e mines an op imal ma ch be ween wo ime se ies by s e ching o comp essing some segmen s o he se ies. As a esul , pa e ns occu ing a di e en ime ins ances o ime se ies a e conside ed as simila ”. (Izakian, Ped ycz, & Jamal, 2015) 15 DTW acul y o add ess his p oblem has a lo o do wi h he abili y o conside ime si s by compa ing each poin belonging o ime se ies a wi h any poin om ime se ies b. (Izakian, Ped ycz, & Jamal, 2015) DTW algo i hm pseudo code can be consul ed in Table 9. Table 9 - Calcula ions o he DTW dis ance be ween ime se ies a and b (Izakian, Ped ycz, & Jamal, 2015) Calcula ions o he DTW dis ance be ween ime se ies a and b Gi en: a = 𝑎1,𝑎2,…𝑎𝑛, he i s ime se ies wi h leng h n b = b1,𝑏2,…𝑏𝑚, he second ime se ies wi h leng h m Ou pu : cos : a ma ix o size 𝑛×𝑚 con aining he cos alues cos n,m is he DTW dis ance be ween a and b pa h: a ma ix o size 𝑛×𝑚 con aining a wa ping pa h DTW(a, b): Le δbe a dis ance be ween coo dina es o sequences cos 1,1 = δ(a1; b1); pa h1,1 = (0,0); o i = 2,3,…, n do cos i,1 = cos i-1,1 + δ(ai , b1) end o j = 2,3,…, m do cos 1,j = cos 1,j-1 + δ(a1 , bj) end o I = 2,3,…, n do o j = 2,3,…, m do cos i,j = min (cos i-1,j , cos i,j-1 , cos i-1,j-1 ) + δ(ai ,bj ) pa hi,j = min _index(( i – 1, j),( i , j – 1),( i -1 , j – 1)); end end 5.4. ALGORITHMS FOR UNSUPERVISED LEARNING In his chap e , we explo e he echniques and some pa ame e s used o sol e he bicycle s a ions clus e ing p oblem. 5.4.1. Hie a chical Clus e ing Hie a chical clus e ing algo i hm has wo speci ica ions: The Agglome a i e and he di isi e. Bo h ollow di e en app oaches o achie e he clus e s o ma ion. The usage o one o he o he depends 16 on he ollowed app oach. Ei he he clus e s a e eached by a bo om-up (me ging) o by a op-down (spli ing) app oach. The in e es ed eade is e e ed o he wo ks o Reddy and coau ho s (Reddy & Agga wal, 2013) and Kambe and coau ho s (Kambe , Han, & Pei, 2011) o a comp ehensi e o e iew on hese clus e ing echniques. Agglome a i e hie a chical clus e ing app oach: This app oach uses a bo om-up s a egy, which means ha he algo i hm s a s by conside ing as many clus e s as obse a ions and i e a i ely me ges he close wo clus e s (based on a simila i y /dis ance measu e). This p ocess is i e a ed un il he algo i hm eaches one clus e con aining all he obse a ions o un il some s opping c i e ia ( ypically he numbe o clus e s ob ained) is me . Di isi e hie a chical clus e ing app oach: This app oach uses a op-down s a egy, which s a s by assigning all he obse a ions o one clus e and i e a i ely di ides he clus e s in o smalle ones. This p ocess is i e a ed un il he algo i hm eaches a numbe o clus e s equal o he numbe o obse a ions o un il some s opping c i e ia ( ypically he numbe o clus e s ob ained) is me . How agglome a i e hie a chical clus e ing measu es he closes wo clus e s o me ge a e explained below: Single linkage: The single linkage dis ance be ween clus e a and b is he minimum o all dis ances be ween poin s o clus e a and clus e b. Comple e linkage: The comple e linkage dis ance be ween clus e a and b is he maximum o all dis ances be ween poin s o clus e a and clus e b. A e age linkage: The a e age linkage dis ance be ween clus e a and b is he a e age o all dis ances be ween poin s o clus e a and clus e b. 5.4.2. Densi y-based spa ial clus e ing o applica ions wi h noise (DBSCAN) DBSCAN is a clus e ing algo i hm ha ies o iden i y clus e s o obse a ions using he ac ha he in e -clus e densi y is highe han he densi y among he obse a ions ha do no belong o he same clus e (Kambe , Han, & Pei, 2011). DBSCAN ecei es wo pa ame e s: 1) Eps: This pa ame e speci ies he maximum dis ance be ween i sel (poin A) and i s neighbo hood. I he dis ance be ween i sel and a poin B is smalle han eps, poin B is conside ed o be a neighbo o poin A. 2) minP s: The minimum numbe o poin s ha cons i u e a clus e . Fo example, i minP s is wo, means ha o a clus e o be o med needs o ha e a leas wo poin s. DBSCAN ca ego izes obse a ions in o 3 di e en classes: 1) Co e poin s: a e he poin s ha ha e in hei neighbo hood (eps) a leas he minimum numbe o poin s a clus e needs o ha e (minP s), i sel included. 2) No co e poin s/bo de poin s: a e he poin s ha do no comply wi h he ules o he co e poin s. Howe e , hey include inside hei neighbo hood a leas 1 co e poin . 17 3) Noise/Ou lie : hese a e he poin s ha do no comply wi h ei he ule. In o he wo ds, hey a e a away om any o he co e poin . The e o e, hey a e conside ed ou lie s o noise. In he ollowing sequence o s eps is explained how he algo i hm pe o ms in o de o iden i y he clus e s: 1. The pa ame e s a e de e mined (eps and minP s) 2. A andom poin A is selec ed a. The neighbo hood o poin A is calcula ed using eps. b. I he e a e a leas minP s numbe o poin s in i s neighbo hood, poin A is ca ego ized as a co e poin and a clus e is o med wi h poin A and i s neighbo s. I no , poin A is ca ego ized as noise. Table 10 - DBSCAN algo i hm (Chauhan, 2020) DBSCAN (D, Eps, MinP s) //All objec s in D a e un isi ed Begin Fo all objec s in D, selec A: I A is un isi ed: Neigh = Calcula e A’s neighbo hood N = numbe o poin s in Neigh I N +1 >= eps: Classi y A as co e poin Conside all o his poin s o be pa o he same clus e Else: Classi y A as noise END 5.5. MEASURING CLUSTER QUALITY The e comes a poin in which se e al models mus be compa ed so ha he bes model o he p oblem unde exam is selec ed. To selec he bes pe o me among he exis ing models, i is necessa y o measu e hei quali y and, subsequen ly, o compa e hem. The e a e se e al me hods o assess clus e ing quali y, ha all in wo ca ego ies: 1) Ex insic me hods: To use his me hod, he ac ual label o each obse a ion mus be a ailable. The ex insic me hods compa e he labels a ibu ed by he clus e ing model wi h he ac ual labels and measu e how accu a e he classi ica ion was. 2) In insic me hods: The e is no he need o ha e he ac ual label o each obse a ion o use in insic me hods. This ca ego y o me hods measu es how well he clus e s a e sepa a ed. In he p oblem conside ed in his wo k, he ac ual label o each obse a ion is no known. Thus, only he in insic me hods we e used o add ess his p oblem. 24