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Attraction-repulsion clustering: a way of promoting diversity linked to demographic parity in fair clustering

Author

Listed:
  • Eustasio Barrio

    (Universidad de Valladolid)

  • Hristo Inouzhe

    (Universidad de Valladolid
    BCAM, Basque Center For Applied Mathematics)

  • Jean-Michel Loubes

    (Université de Toulouse, Institut de Mathématiques de Toulouse)

Abstract

We consider the problem of diversity enhancing clustering, i.e, developing clustering methods which produce clusters that favour diversity with respect to a set of protected attributes such as race, sex, age, etc. In the context of fair clustering, diversity plays a major role when fairness is understood as demographic parity. To promote diversity, we introduce perturbations to the distance in the unprotected attributes that account for protected attributes in a way that resembles attraction-repulsion of charged particles in Physics. These perturbations are defined through dissimilarities with a tractable interpretation. Cluster analysis based on attraction-repulsion dissimilarities penalizes homogeneity of the clusters with respect to the protected attributes and leads to an improvement in diversity. An advantage of our approach, which falls into a pre-processing set-up, is its compatibility with a wide variety of clustering methods and whit non-Euclidean data. We illustrate the use of our procedures with both synthetic and real data and provide discussion about the relation between diversity, fairness, and cluster structure.

Suggested Citation

  • Eustasio Barrio & Hristo Inouzhe & Jean-Michel Loubes, 2023. "Attraction-repulsion clustering: a way of promoting diversity linked to demographic parity in fair clustering," Advances in Data Analysis and Classification, Springer;German Classification Society - Gesellschaft für Klassifikation (GfKl);Japanese Classification Society (JCS);Classification and Data Analysis Group of the Italian Statistical Society (CLADAG);International Federation of Classification Societies (IFCS), vol. 17(4), pages 859-896, December.
  • Handle: RePEc:spr:advdac:v:17:y:2023:i:4:d:10.1007_s11634-022-00516-4
    DOI: 10.1007/s11634-022-00516-4
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