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>>Now, suppose that 75% of the bad turbines use a Siemens sensor and only 12% of the good turbines use one (and suppose this has no connection to the failure). The system will build a model to spot turbines with Siemens sensors. Oops. Given a statistically large enough sample, 2 outcomes:
1) The Siemens sensor actually is at fault.
2) The Siemens sensor is a part of a larger system, which is different in non-Siemens turbines, and that system is failing. Either way, the model prediction on turbine failures is enhanced with that Siemens feature. But to even get to this granularity, you are diving into model explainability, or what features were important for each prediction. Here, you try to understand the black-box to find reasons for particular input->output. |
We aren't just looking for patterns. We are looking for patterns so that we can take action and affect the future. If the patterns, which are real enough in the historical data, don't correctly predict the impact of a choice, then they are anti-helpful bias.
For example, it may be that the company bought Siemens sensors years ago and then switched to another brand later. Unsurprisingly, older turbines fail more than newer ones. So, really, it's age that is the causative factor and the concrete action you want to take is to pay closer attention to older turbines. Even though the correlation to Siemens is real, if the action you take is "replace all the Seimens sensors with another brand", that won't make those old turbines work any better.
In other words, understanding data doesn't just mean "see which bits are correlated with which other bots". In order to be useful, we need to understand which changes to those bits in the future will be correlated with which desired outcomes. Anything less than that and you don't yet have information, just data.