A Utility-based Semantic Recommender for Technology-Enhanced Learning. Andrea Zielinski

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1 A Utility-based Semantic Recommender for Technology-Enhanced Learning Andrea Zielinski June 18, 2015

2 Table of Contents 1 Motivation Major Challenges Utility-based Semantic Recommender 2 INTUITEL Recommender Approach Modular Ontology Framework Recommendation Strategy Reasoning Module Ranking Module 3 Personalized Learning Pathways Basic Requirements Towards a Formal Representation of Learning Pathways A Utility-based Semantic Recommender for Technology-Enhanced Learning 2

3 Motivation Recommendation systems in Technology enhanced learning (TEL) help to ease information overload provide guidance and avoid disorientation Personalization A Utility-based Semantic Recommender for Technology-Enhanced Learning 3

4 Problem Definition Given: User model (e.g., preferences, situational context) Item model (e.g., description of item characteristics) Find: Recommend items that are assumed to be relevant Choose best-fit items for a particular user Recommend sequences of items A Utility-based Semantic Recommender for Technology-Enhanced Learning 4

5 INTUITEL Semantic Recommender Personalized Recommendation: Recommend learning objects that best fit the learner s needs A Utility-based Semantic Recommender for Technology-Enhanced Learning 6

6 INTUITEL Utility-based Semantic Recommender Didactic Recommendation: Infer learning objects that are part of the learner s personalized learning pathway A Utility-based Semantic Recommender for Technology-Enhanced Learning 7

7 Semantic Web Approach Describing learning resources based on Semantic Web Standards enables information sharing, integration and reuse Best practice vocabularies and taxonomies for LOM meta-data elements Support of semantic search and reasoning Use ontologies to improve recommender systems Knowledge-based techniques such as simple inheritance on taxonomies and logical inference Instance retrieval based on didactic requirements, i.e. knowledge about how to relate learners to items A Utility-based Semantic Recommender for Technology-Enhanced Learning 8

8 Major Challenges Relaxing complex conjunctive queries Support of soft constraints and preferences Ranked retrieval Representing learning pathways as (structured) linear sequences A Utility-based Semantic Recommender for Technology-Enhanced Learning 9

9 Basic Approach Combination of a Knowledge-based approach based on ontologies to describe learner, learning material and pedagogical model 1 Choice of OWL 2 DL as recommended W3C Standard 2 Recommend (sequences) of learning objects Utility-based approach to give a relevancy score for the best-fit Learning Object 1 Multi-Attribute Utility Theory (MAUT) 2 Incorporation of Hard and Soft Constraints 1 Zielinski, A. Bock, J, Henning, P., Heberle, F., Kohen-Vacs, D.R. (2014) Enhanced e-learning Experience by Pushing the Limits of Semantic Web Technologies. OrdRing@ISWC A Utility-based Semantic Recommender for Technology-Enhanced Learning 10

10 Utility-based Semantic Recommender Figure : Modular Ontology Framework A Utility-based Semantic Recommender for Technology-Enhanced Learning 11

11 The Learner Model Captures current state of the learner characterized by Didactic Factors Hard Constraints basic learner requirements, Soft Constraints learner preferences User tracking, i.e. implicit information about the individual s learning history e.g., order of accessed learning objects, completion status, learner s preferences for certain media and knowledge types, learning pace explicit information provided by the system e.g., connectivity, assessment results gather missing learner information through an interactive dialogue A Utility-based Semantic Recommender for Technology-Enhanced Learning 12

12 Pedagogical Ontology Pedagogical knowledge based on Web Didactics (Meder, 2006) Learning material organized into Knowledge Domains (KDs), Concept Containers (CCs), and Knowledge Objects (KOs) The learning path network based on IMS Learning Design with some extensions Learning pathways specified as fully connected sequences (from the start to an end node) on two hierarchical levels (i.e., CCs/KOs) Property chains to link learning objects so that all those reachable from the current learner state can be inferred Abstract learning pathways based on knowledge types Figure : INTUITEL Macro- and Micro Learning Pathways A Utility-based Semantic Recommender for Technology-Enhanced Learning 13

13 Learning Resources Learning objects are defined as small, self-contained, reusable units of learning and are described following the learning standards and specifications IEEE LOM. Metadata vocabulary based on Dublin Core and reference to domain ontologies.metadata elements include difficulty level, EQF level, language, estimated learning time, recommended age, disabilities. Knowledge Types are, e.g., orientation, example, assignment, etc., and Media Types, e.g., text, video, audio, etc. A Utility-based Semantic Recommender for Technology-Enhanced Learning 14

14 Recommendation Axioms 1 Proceed to the next/ previous learning object(s) that are either partially complete or unseen. 2 Proceed to a perfect matching learning object w.r.t. the setting of Didactical Factors reflecting the current learner state. Needs to be configured to the specific course domain: Didactical Factors: adjustment of weights required A Utility-based Semantic Recommender for Technology-Enhanced Learning 15

15 Reasoning Infrastructure In-memory Reasoners Pellet, FaCT++, HermiT, TrOWL Reasoning Broker Framework HERAKLES Selection of the most appropriate reasoning system for a particular task. Different strengths and weaknesses of individual reasoners. In general, not all required features we need are supported by one single reasoner. Parallelization: Split work load to different reasoners in case of many learners. 2 Zielinski, Andrea and Bock, Jürgen (2015) A Case Study on the Use of Semantic Web Technologies for Learner Guidance. WebET Workshop at the 24th International World Wide Web Conference A Utility-based Semantic Recommender for Technology-Enhanced Learning 16

16 Ranking Strategies Recommendation Process: Use reasoner to compute all result sets Calculate the utility of all learning objects in the result sets Hard Ranking: Didactical Factors of current learner state need to match with learning object features. Soft Ranking: Didactical Factors of current learner state need not perfectly match with learning object features. Mixed Ranking: Combination of Hard and Soft Ranking. User specifies in advance which Didactical Factors need to be fully satisfied. A Utility-based Semantic Recommender for Technology-Enhanced Learning 17

17 Recommendation Score 1 Degree of Similarity. Parameter d is used to define how similar an item is to the one adviced by the tutor on a single feature dimension. 2 Weights. Different weights can be assigned (by the tutor) to individual features, reflecting their importance with respect to all other feature constraints. Recommendation score: where RecScore(LO i ) = n w(k)d(i, k) k=1 w(k) is the weight of feature k. d(i, k) is the matching degree of the feature k, represented by a floating-point value ranging from 0 to 1. n is the number of Didactic Factors. A Utility-based Semantic Recommender for Technology-Enhanced Learning 18

18 Conclusion and Outlook Major Contribution: Utility-based recommender approach to personalized e-learning Tests on authentic courses as well as synthetic test data Scalability test Recommendation algorithm relatively fast for medium-sized curriculum courses. High accuracy, albeit only for a few selected learner profiles. Outlook: Increase coverage of items by linking to Open Educational Resources on the web. 3 Zielinski, Andrea (2015) A Utility-based Semantic Recommender for Technology-Enhanced Learning 2015 IEEE 15th International Conference on Advanced Learning Technologies (ICALT) A Utility-based Semantic Recommender for Technology-Enhanced Learning 19

19 Towards a Specification of Personalized Learning Pathways An expressive framework based on OWL 2 DL OR: Why Directed Acyclic Graphs are not enough. A Utility-based Semantic Recommender for Technology-Enhanced Learning 20

20 Learning Pathways in IMS Learning Design (1) based on [IMS Learning Design, 2003] A personalized learning path is based on two inputs: the performance of the learner and the previous knowledge Provides a flexible specification for describing pedagogical models. Prerequisite: An entry requirement for learners engaging in learning. As with learning objectives, the prerequisites can be provided at the level of the unit of learning and/or for individual learning activities. 4 IMS Global Learning Consortium, Inc and others (2003) IMS learning design information model. A Utility-based Semantic Recommender for Technology-Enhanced Learning 21

21 Further requirements for a learning path specification (2) based on [Janssen, 2008] Modular composition Nested composition Directed towards an end node (i.e., Learning outcome) Selection of optional and mandatrory items Specification of a fixed order in which elements of a curriculum are to be completed (Sequencing) Support of non-deterministic choices (Temporal coordination) Conditional composition Choice of alternative items (Substitution) 5 Janssen, J. et al (2008) Towards a Learning Path Specification. Int. Journal of Continuing Engineering Education and Life Long Learning. A Utility-based Semantic Recommender for Technology-Enhanced Learning 22

22 Semantic Web Requirements for a learning path specification (3) based on [Berners-Lee, 2009] Data sharing & reuse based on the Linked Open Data principle publish resources on the web under an open license make them available in a structured machine-readable form use of non-proprietary open formats use of URIs to denote things link your data to other data (networked) 6 Berners-Lee, Tim and Bizer, Christian and Heath, Tom (2009) Linked data-the story so far. Int. Journal on Semantic Web and Information Systems. A Utility-based Semantic Recommender for Technology-Enhanced Learning 23

23 DAGs - RDF - OWL Learning Path A learning path can be defined syntactically as a sequence of consecutive edges in a Directed Acyclic Graph (DAG). By means of Labeled DAGs multiple relationship between any two vertices can be expressed. Using Labeled DAGs, we can define non-deterministic choices. Feature checks can be used to guide the navigation. Major shortcoming Do not exhibit any hierarchical structure, as linking to subgraphs cannot be achieved A Utility-based Semantic Recommender for Technology-Enhanced Learning 24

24 RDF and Property Graphs Resource Description Framework (RDF) The Resource Description Framework (RDF) is a metadata model introduced by the W3C for representing information on resources in the Semantic Web. RDF triples can also be conceived of as a directed labeled graph can also be used to control the navigation Using RDF Schema offers offers an extra semantic layer Internationalized Resource Identifiers (IRIs) enable interoperability in the Semantic Web Property Graphs useful to directly assert a property to a specific edge Major shortcoming Many triples needed. Not very compact. A Utility-based Semantic Recommender for Technology-Enhanced Learning 25

25 OWL 2 DL OWL 2 DL OWL 2 DL ontologies are grounded in Description Logics, a model-theoretic semantics. Example: OWL axioms can be used to formalize the relationships between nodes (e.g. disjointness) automatically check the consistency of the data (e.g. existing start and end nodes, no cycles, no learning object appears more than once on the path, connectivity) incorporate semantic adaptivity constraints on successor/predecessor nodes infer pathways based on semantic attributes (e.g., Knowledge Type or Media Type Pathways) or similar to a reference sequence A Utility-based Semantic Recommender for Technology-Enhanced Learning 26

26 Thanks for your attention. Contact: A Utility-based Semantic Recommender for Technology-Enhanced Learning 27

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