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A fair-multicluster approach to clustering of categorical data

Author

Listed:
  • Carlos Santos-Mangudo

    (Complutense University of Madrid)

  • Antonio J. Heras

    (Complutense University of Madrid)

Abstract

In the last few years, the need of preventing classification biases due to race, gender, social status, etc. has increased the interest in designing fair clustering algorithms. The main idea is to ensure that the output of a cluster algorithm is not biased towards or against specific subgroups of the population. There is a growing specialized literature on this topic, dealing with the problem of clustering numerical data bases. Nevertheless, to our knowledge, there are no previous papers devoted to the problem of fair clustering of pure categorical attributes. In this paper, we show that the Multicluster methodology proposed by Santos and Heras (Interdiscip J Inf Knowl Manag 15:227–246, 2020. https://doi.org/10.28945/4643 ) for clustering categorical data, can be modified in order to increase the fairness of the clusters. Of course, there is a trade-off between fairness and efficiency, so that an increase in the fairness objective usually leads to a loss of classification efficiency. Yet it is possible to reach a reasonable compromise between these goals, since the methodology proposed by Santos and Heras (2020) can be easily adapted in order to get homogeneous and fair clusters.

Suggested Citation

  • Carlos Santos-Mangudo & Antonio J. Heras, 2023. "A fair-multicluster approach to clustering of categorical data," Central European Journal of Operations Research, Springer;Slovak Society for Operations Research;Hungarian Operational Research Society;Czech Society for Operations Research;Österr. Gesellschaft für Operations Research (ÖGOR);Slovenian Society Informatika - Section for Operational Research;Croatian Operational Research Society, vol. 31(2), pages 583-604, June.
  • Handle: RePEc:spr:cejnor:v:31:y:2023:i:2:d:10.1007_s10100-022-00824-2
    DOI: 10.1007/s10100-022-00824-2
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