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Recent R&D on
             Recommender Systems in TEL
 18.01.2011 Learning Network Seminar on Recommender Systems in TEL




Hendrik Drachsler
Centre for Learning Sciences and Technology
@ Open University of the Netherlands 1
What is dataTEL
• dataTEL is a Theme Team funded by the
  STELLAR network of excellence.
• It address 2 STELLAR Grand Challenges
  1. Connecting Learner
  2. Contextualisation



                    2
dataTEL::Objectives
                   Standardize research on
                recommender systems in TEL

Five core questions:
 1.How can data sets be shared according to privacy and legal
   protection rights?
 2.How to development a policy to use and share data sets?
 3.How to pre-process data sets to make them suitable for
   other researchers?
 4.How to define common evaluation criteria for TEL
   recommender systems?
 5.How to develop overview methods to monitor the
   performance of TEL recommender systems on data sets?
                                3
Recommender in TEL




         4
The TEL recommender
  are a bit like this...




           5
The TEL recommender
  are a bit like this...
  We need to select for each application an
   appropriate RecSys that fits its needs.




                     5
But...
“The performance results
of different research
efforts in recommender
systems are hardly
comparable.”

(Manouselis et al., 2010)
                                Kaptain Kobold
                                http://www.flickr.com/photos/
                                kaptainkobold/3203311346/




                            6
But...
The TEL recommender
“The performance results
experiments lack
of different research
transparency. They need
efforts in recommender
to be repeatable to test:
systems are hardly
comparable.”
• Validity
• Verificationet al., 2010)
(Manouselis
• Compare results                Kaptain Kobold
                                 http://www.flickr.com/photos/
                                 kaptainkobold/3203311346/




                             6
Survey on TEL Recommender




           7
Survey on TEL Recommender




           7
Survey on TEL Recommender




Manouselis, N., Drachsler, H., Vuorikari, R., Hummel, H. G. K., & Koper, R. (2011). Recommender
Systems in Technology Enhanced Learning. In P. B. Kantor, F. Ricci, L. Rokach, & B. Shapira (Eds.),
Recommender Systems Handbook (pp. 387-415). Berlin: Springer.


                                                  7
Survey on TEL Recommender


  The continuation of small-scale experiments with a limited amount of learners that rate the
  relevance of suggested resources only adds little contributions to a evidence driven
  knowledge base on recommender systems in TEL.




Manouselis, N., Drachsler, H., Vuorikari, R., Hummel, H. G. K., & Koper, R. (2011). Recommender
Systems in Technology Enhanced Learning. In P. B. Kantor, F. Ricci, L. Rokach, & B. Shapira (Eds.),
Recommender Systems Handbook (pp. 387-415). Berlin: Springer.


                                                  7
How others compare their
    recommenders




           8
What kind of data set we can
                                                         Fin
                                                           f
                                                           c
       expect in TEL                                      M

                                                         Ma
                                                          s
                                                          f
                                                         We
                                                          a




Graphic by J. Cross, Informal learning, Pfeifer (2006)

                           9
The Long Tail




Graphic Wilkins, D., (2009); Long10 concept Anderson, C. (2004)
                                  tail
The Long Tail of Learning




Graphic Wilkins, D., (2009); Long10 concept Anderson, C. (2004)
                                  tail
The Long Tail of Learning
         Formal

                               Informal




Graphic Wilkins, D., (2009); Long10 concept Anderson, C. (2004)
                                  tail
dataTEL::Collection




        11
dataTEL::Collection




Drachsler, H., Bogers, T., Vuorikari, R., Verbert, K., Duval, E., Manouselis, N., Beham, G., Lindstaedt, S.,
Stern, H., Friedrich, M., & Wolpers, M. (2010). Issues and Considerations regarding Sharable Data
Sets for Recommender Systems in Technology Enhanced Learning. Presentation at the 1st Workshop
Recommnder Systems in Technology Enhanced Learning (RecSysTEL) in conjunction with 5th European
Conference on Technology Enhanced Learning (EC-TEL 2010): Sustaining TEL: From Innovation to Learning
and Practice. September, 28, 2010, Barcelona, Spain.

                                                     11
The task of a CF algorithm is to find item
 likeliness of two forms :

! Prediction – a numerical value, expressing the
  predicted likeliness of an item the user hasnʼt
  expressed his/her opinion about.

! Recommendation – a list of N items the active
  user will like the most (Top-N
  recommendations).



                         12
Collaborative Filtering
The task of a CF algorithm is to find item
 likeliness of two forms :

! Prediction – a numerical value, expressing the
  predicted likeliness of an item the user hasnʼt
  expressed his/her opinion about.

! Recommendation – a list of N items the active
  user will like the most (Top-N
  recommendations).



                         12
Collaborative Filtering
The task of a CF algorithm is to find item
 likeliness of two forms :

! Prediction – a numerical value, expressing the
  predicted likeliness of an item the user hasnʼt
  expressed his/her opinion about.

! Recommendation – a list of N items the active
  user will like the most (Top-N
  recommendations).



                         12
MAE – Mean Absolute Error : deviation of recommendations
 from their true user-specified values in the data. The lower
 the MAE, the more accurately the recommendation
 engine predicts user ratings.

F1 - Measure balances Precision and Recall into a single
measurement. Recall is defined as the ratio of relevant
items by the recommender to a total number of relevant
items available.




                            13
Evaluation criteria
MAE – Mean Absolute Error : deviation of recommendations
 from their true user-specified values in the data. The lower
 the MAE, the more accurately the recommendation
 engine predicts user ratings.

F1 - Measure balances Precision and Recall into a single
measurement. Recall is defined as the ratio of relevant
items by the recommender to a total number of relevant
items available.




                            13
dataTEL::Evaluation




        14
dataTEL::Evaluation




        14
dataTEL::Evaluation




Verbert, K., Duval, E., Drachsler, H., Manouselis, N., Wolpers, M., Vuorikari, R., Beham, G. (2011).
Dataset-driven Research for Improving Recommender Systems for Learning. Learning Analytics &
Knowledge: February 27-March 1, 2011, Banff, Alberta, Canada

                                                  14
dataTEL::Critics
The main research question remains:
How can generic algorithms be modified to support
learners or teachers?

To give an example:
Form a pure learning perspective the most valuable
resources contain different opinions or facts that
challenge the learners to disagree, agree and redefine
their mental model.


                           15
Target: Knowledge Environment




              16
17
Challenges to deal with
 for the Knowledge
     Environment


          17
1. Protection Rights




        18
1. Protection Rights




        18
1. Protection Rights
  OVERSHARING




        18
1. Protection Rights
              OVERSHARING
Were the founders of PleaseRobMe.com actually
allowed to grab the data from the web and present it
in that way?




                         18
1. Protection Rights
              OVERSHARING
Were the founders of PleaseRobMe.com actually
allowed to grab the data from the web and present it
in that way?

Are we allowed to use data from social handles and
reuse it for research purposes?


                         18
1. Protection Rights
              OVERSHARING
Were the founders of PleaseRobMe.com actually
allowed to grab the data from the web and present it
in that way?

Are we allowed to use data from social handles and
reuse it for research purposes?

and there is more company protection rights!
                         18
2. Policies to use Data




          19
2. Policies to use Data




          19
2. Policies to use Data




          19
2. Policies to use Data




          19
2. Policies to use Data




          19
2. Policies to use Data




          19
3. Pre-Process Data Sets
For informal data sets:

1. Collect data
2. Process data
3. Share data

For formal data sets from LMS:

1. Data storing scripts
2. Anonymisation scripts



                           20
4. Evaluation Criteria




Combine approach by           Kirkpatrick model by
 Drachsler et al. 2008        Manouselis et al. 2010
                         21
4. Evaluation Criteria
 1. Accuracy
 2. Coverage
 3. Precision




Combine approach by           Kirkpatrick model by
 Drachsler et al. 2008        Manouselis et al. 2010
                         21
4. Evaluation Criteria
 1. Accuracy
 2. Coverage
 3. Precision



1. Effectiveness of learning
2. Efficiency of learning
3. Drop out rate
4. Satisfaction


Combine approach by             Kirkpatrick model by
 Drachsler et al. 2008          Manouselis et al. 2010
                           21
4. Evaluation Criteria
 1. Accuracy                      1. Reaction of learner
 2. Coverage                      2. Learning improved
 3. Precision                     3. Behaviour
                                  4. Results


1. Effectiveness of learning
2. Efficiency of learning
3. Drop out rate
4. Satisfaction


Combine approach by             Kirkpatrick model by
 Drachsler et al. 2008          Manouselis et al. 2010
                           21
3 take away message
1. In order to create evidence driven knowledge about the effect of
recommender systems on learners and personalized learning more
standardized experiments are needed.


2. The continuation of additional small-scale experiments with a
limited amount of learners that rate the relevance of suggested
resources only adds little contributions to a evidence driven
knowledge base on recommender systems in TEL.


3. The key question remains how generic algorithms need to be
modified in order to support learners or teachers

                                 22
Join us for a Coffee ...
http://www.teleurope.eu/pg/groups/9405/datatel/




                      23
Upcoming event ...
Workshop: dataTEL- Data Sets for Technology Enhanced Learning
Date: March 30th to March 31st, 2011
Location: Ski resort La Clusaz in the French Alps, Massif des
Aravis
Funding: Food and lodging for 3 nights for 10 selected participants
Submissions: For being funded, please send extended abstracts to
http://www.easychair.org/conferences/?conf=datatel2011
Deadline for submissions: October 25th, 2010
CfP: http://www.teleurope.eu/pg/pages/view/46082/



                                 24
Many thanks for your interests
   This silde is available at:
   http://www.slideshare.com/Drachsler

   Email:       hendrik.drachsler@ou.nl
   Skype:       celstec-hendrik.drachsler
   Blogging at: http://www.drachsler.de
   Twittering at: http://twitter.com/HDrachsler


                       25

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Recent Research and Developments on Recommender Systems in TEL

  • 1. Recent R&D on Recommender Systems in TEL 18.01.2011 Learning Network Seminar on Recommender Systems in TEL Hendrik Drachsler Centre for Learning Sciences and Technology @ Open University of the Netherlands 1
  • 2. What is dataTEL • dataTEL is a Theme Team funded by the STELLAR network of excellence. • It address 2 STELLAR Grand Challenges 1. Connecting Learner 2. Contextualisation 2
  • 3. dataTEL::Objectives Standardize research on recommender systems in TEL Five core questions: 1.How can data sets be shared according to privacy and legal protection rights? 2.How to development a policy to use and share data sets? 3.How to pre-process data sets to make them suitable for other researchers? 4.How to define common evaluation criteria for TEL recommender systems? 5.How to develop overview methods to monitor the performance of TEL recommender systems on data sets? 3
  • 5. The TEL recommender are a bit like this... 5
  • 6. The TEL recommender are a bit like this... We need to select for each application an appropriate RecSys that fits its needs. 5
  • 7. But... “The performance results of different research efforts in recommender systems are hardly comparable.” (Manouselis et al., 2010) Kaptain Kobold http://www.flickr.com/photos/ kaptainkobold/3203311346/ 6
  • 8. But... The TEL recommender “The performance results experiments lack of different research transparency. They need efforts in recommender to be repeatable to test: systems are hardly comparable.” • Validity • Verificationet al., 2010) (Manouselis • Compare results Kaptain Kobold http://www.flickr.com/photos/ kaptainkobold/3203311346/ 6
  • 9. Survey on TEL Recommender 7
  • 10. Survey on TEL Recommender 7
  • 11. Survey on TEL Recommender Manouselis, N., Drachsler, H., Vuorikari, R., Hummel, H. G. K., & Koper, R. (2011). Recommender Systems in Technology Enhanced Learning. In P. B. Kantor, F. Ricci, L. Rokach, & B. Shapira (Eds.), Recommender Systems Handbook (pp. 387-415). Berlin: Springer. 7
  • 12. Survey on TEL Recommender The continuation of small-scale experiments with a limited amount of learners that rate the relevance of suggested resources only adds little contributions to a evidence driven knowledge base on recommender systems in TEL. Manouselis, N., Drachsler, H., Vuorikari, R., Hummel, H. G. K., & Koper, R. (2011). Recommender Systems in Technology Enhanced Learning. In P. B. Kantor, F. Ricci, L. Rokach, & B. Shapira (Eds.), Recommender Systems Handbook (pp. 387-415). Berlin: Springer. 7
  • 13. How others compare their recommenders 8
  • 14. What kind of data set we can Fin f c expect in TEL M Ma s f We a Graphic by J. Cross, Informal learning, Pfeifer (2006) 9
  • 15. The Long Tail Graphic Wilkins, D., (2009); Long10 concept Anderson, C. (2004) tail
  • 16. The Long Tail of Learning Graphic Wilkins, D., (2009); Long10 concept Anderson, C. (2004) tail
  • 17. The Long Tail of Learning Formal Informal Graphic Wilkins, D., (2009); Long10 concept Anderson, C. (2004) tail
  • 19. dataTEL::Collection Drachsler, H., Bogers, T., Vuorikari, R., Verbert, K., Duval, E., Manouselis, N., Beham, G., Lindstaedt, S., Stern, H., Friedrich, M., & Wolpers, M. (2010). Issues and Considerations regarding Sharable Data Sets for Recommender Systems in Technology Enhanced Learning. Presentation at the 1st Workshop Recommnder Systems in Technology Enhanced Learning (RecSysTEL) in conjunction with 5th European Conference on Technology Enhanced Learning (EC-TEL 2010): Sustaining TEL: From Innovation to Learning and Practice. September, 28, 2010, Barcelona, Spain. 11
  • 20. The task of a CF algorithm is to find item likeliness of two forms : ! Prediction – a numerical value, expressing the predicted likeliness of an item the user hasnʼt expressed his/her opinion about. ! Recommendation – a list of N items the active user will like the most (Top-N recommendations). 12
  • 21. Collaborative Filtering The task of a CF algorithm is to find item likeliness of two forms : ! Prediction – a numerical value, expressing the predicted likeliness of an item the user hasnʼt expressed his/her opinion about. ! Recommendation – a list of N items the active user will like the most (Top-N recommendations). 12
  • 22. Collaborative Filtering The task of a CF algorithm is to find item likeliness of two forms : ! Prediction – a numerical value, expressing the predicted likeliness of an item the user hasnʼt expressed his/her opinion about. ! Recommendation – a list of N items the active user will like the most (Top-N recommendations). 12
  • 23. MAE – Mean Absolute Error : deviation of recommendations from their true user-specified values in the data. The lower the MAE, the more accurately the recommendation engine predicts user ratings. F1 - Measure balances Precision and Recall into a single measurement. Recall is defined as the ratio of relevant items by the recommender to a total number of relevant items available. 13
  • 24. Evaluation criteria MAE – Mean Absolute Error : deviation of recommendations from their true user-specified values in the data. The lower the MAE, the more accurately the recommendation engine predicts user ratings. F1 - Measure balances Precision and Recall into a single measurement. Recall is defined as the ratio of relevant items by the recommender to a total number of relevant items available. 13
  • 27. dataTEL::Evaluation Verbert, K., Duval, E., Drachsler, H., Manouselis, N., Wolpers, M., Vuorikari, R., Beham, G. (2011). Dataset-driven Research for Improving Recommender Systems for Learning. Learning Analytics & Knowledge: February 27-March 1, 2011, Banff, Alberta, Canada 14
  • 28. dataTEL::Critics The main research question remains: How can generic algorithms be modified to support learners or teachers? To give an example: Form a pure learning perspective the most valuable resources contain different opinions or facts that challenge the learners to disagree, agree and redefine their mental model. 15
  • 30. 17
  • 31. Challenges to deal with for the Knowledge Environment 17
  • 34. 1. Protection Rights OVERSHARING 18
  • 35. 1. Protection Rights OVERSHARING Were the founders of PleaseRobMe.com actually allowed to grab the data from the web and present it in that way? 18
  • 36. 1. Protection Rights OVERSHARING Were the founders of PleaseRobMe.com actually allowed to grab the data from the web and present it in that way? Are we allowed to use data from social handles and reuse it for research purposes? 18
  • 37. 1. Protection Rights OVERSHARING Were the founders of PleaseRobMe.com actually allowed to grab the data from the web and present it in that way? Are we allowed to use data from social handles and reuse it for research purposes? and there is more company protection rights! 18
  • 38. 2. Policies to use Data 19
  • 39. 2. Policies to use Data 19
  • 40. 2. Policies to use Data 19
  • 41. 2. Policies to use Data 19
  • 42. 2. Policies to use Data 19
  • 43. 2. Policies to use Data 19
  • 44. 3. Pre-Process Data Sets For informal data sets: 1. Collect data 2. Process data 3. Share data For formal data sets from LMS: 1. Data storing scripts 2. Anonymisation scripts 20
  • 45. 4. Evaluation Criteria Combine approach by Kirkpatrick model by Drachsler et al. 2008 Manouselis et al. 2010 21
  • 46. 4. Evaluation Criteria 1. Accuracy 2. Coverage 3. Precision Combine approach by Kirkpatrick model by Drachsler et al. 2008 Manouselis et al. 2010 21
  • 47. 4. Evaluation Criteria 1. Accuracy 2. Coverage 3. Precision 1. Effectiveness of learning 2. Efficiency of learning 3. Drop out rate 4. Satisfaction Combine approach by Kirkpatrick model by Drachsler et al. 2008 Manouselis et al. 2010 21
  • 48. 4. Evaluation Criteria 1. Accuracy 1. Reaction of learner 2. Coverage 2. Learning improved 3. Precision 3. Behaviour 4. Results 1. Effectiveness of learning 2. Efficiency of learning 3. Drop out rate 4. Satisfaction Combine approach by Kirkpatrick model by Drachsler et al. 2008 Manouselis et al. 2010 21
  • 49. 3 take away message 1. In order to create evidence driven knowledge about the effect of recommender systems on learners and personalized learning more standardized experiments are needed. 2. The continuation of additional small-scale experiments with a limited amount of learners that rate the relevance of suggested resources only adds little contributions to a evidence driven knowledge base on recommender systems in TEL. 3. The key question remains how generic algorithms need to be modified in order to support learners or teachers 22
  • 50. Join us for a Coffee ... http://www.teleurope.eu/pg/groups/9405/datatel/ 23
  • 51. Upcoming event ... Workshop: dataTEL- Data Sets for Technology Enhanced Learning Date: March 30th to March 31st, 2011 Location: Ski resort La Clusaz in the French Alps, Massif des Aravis Funding: Food and lodging for 3 nights for 10 selected participants Submissions: For being funded, please send extended abstracts to http://www.easychair.org/conferences/?conf=datatel2011 Deadline for submissions: October 25th, 2010 CfP: http://www.teleurope.eu/pg/pages/view/46082/ 24
  • 52. Many thanks for your interests This silde is available at: http://www.slideshare.com/Drachsler Email: hendrik.drachsler@ou.nl Skype: celstec-hendrik.drachsler Blogging at: http://www.drachsler.de Twittering at: http://twitter.com/HDrachsler 25