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Ontologies for Personalization:
A new challenge for instructional
designers
                                                    IETC 2012




 Prof. Dr. Arif ALTUN
 Hacettepe University / Ankara-Turkey




         Keynote Presentation at IETC 2012 Taiwan
Personalization

• Personalization is described as adapting learning
  experiences to different learners by analyzing
  individuals’ knowledge, skills and learning
  preferences (Devedzic, 2006).
• …tailors instructional materials for each learner’s
  constantly changing needs and skills (Sampson,
  Karagiannidis & Kinshuk, 2002).
Five types of personalization
1.   Name based personalization
2.   Self-described personalization
3.   Segmented personalization
4.   Cognitive personalization
5.   Whole-person personalization

                                  (Martinez, 2000).
Some of the Challenges for ID
• Paradigm shift: From “one design for one
  learner” to “many designs for one learner ”
• Better understanding the nature and the
  outcomes of the interaction between learners
  and content.
• Designing learning objects
• Designing navigational paths
• Monitoning and analyzing the learning progress
• But, how should we proceed?
In order to make an e-learning environment personalized,


  – Regular and constant data monitoring and analysis
    tools (Learning Analitics),
  – Determining cognitive and non-cognitive personal
    characteristics accurately, (Learner characteristics)
  – Learners’ interaction with –designed- medium: i.e.,
    learning outcomes (Learning & Instruction)
  – Tools to diagnose and/or guide learners with study
    or navigational paths (Ontology and Designing
    Navigational Paths).
What we need is
1.   A learner model
2.   A learning object design model
3.   Ontolog(ies)
4.   Learning analytics
www.ontolab.hacettepe.edu.tr/en




                                  International Conference Cognition and Exploratory Learning in Digital Age
                                                               CELDA 2010
A Learner Model for Learning Object Based
        Personalized Learning Environments

• What will be modeled about learners?
• How will it be modeled? And,
• How the sustainability of the model would be
  maintained?
Kaya & Altun, 2011
Neuropsychological Assessment
• Determining the strengths and weaknesses in
  one’s cognitive functions (such as, memory
  types, attention levels, language ability etc.)
• Paper-pencil tests vs computerized tests
Line Orientation Test
Enhanced Cued Recall Test
Test Environment
What do results imply?
• ECRT– no correlation was observed between
  computerized and P&P tests (r= -.09; p>.05)
• Significant correlation was observed in LOT (r= .61;
  p<.05)
• ECRT– P&P test scores are higher than ( M= 46.07; SD=
  2.127 ) computerized one (M = 40.12; SD= 5.099).
• LOT– P&P test scores are higher than (M= 22.76; SD =
  4.314) computerized one (M= 19.58; SD= 4.933).
• ECRT and LOT: Time spent in P&P tests is much longer
  than the computerized one.
Visual Search

• Sönmez, D., Altun, A. & Mazman, S. G. (2012). How
  Prior Knowledge and Colour Contrast Interfere Visual
  Search Processes in Novice Learners: An Eye Tracking
  Study. Under Review.
• The effect of persons’ prior knowledge and
  experiences on their visual search performances.
• A visual search task on identifying the phases of
  mitosis from a microscope view with two different
  background contrasts.
Low level prior knowledge            High level prior knowledge

                                             Prior exposure   No Prior exposure   Prior exposure    No Prior exposure
                                                (n=10)              (n=10)           (n=10)               (n=10)
                                        M        1.46                1.29             2.79                 2.81
Blue (High
              Contrast)




                          Fix.Dur.
                                        Sd       .806                .764             1.27                 1.94
                                        M        7.04                7.52             4.66                 3.98
                          T_FirstFix.
                                        Sd        5.2                5.07             3.61                 4.33
                                        M        .818                .946             1.28                 .889
Yellow (Low
              Contrast)




                          Fix.Dur.
                                        Sd       .728                .813             .852                 .697
                                        M        4.93                3.52             3.84                 5.18
                          T_FirstFix
                                        Sd       3.24                2.87             2.31                 5.22
Short-term memory spans and
               attention design

• Different STM spans (High - medium - low) undergraduate
  students in two different attention design types: (Focused-
  divided)
• Dependent variable : recall performance
• Time spent in focused one is longer than in divided design
• Recall performance is affected across modalities: Low STM <
  High STM and Meed STM < high STM
• Low STM group spent more time in the environment than the
  High STM group
Spatial Location Memory and
          Navigation Environment
• Different location memory groups
• Dependent variable: Recall performance
• Environment: 2-D vs 3-D environments.
Findings

• Overall, participants had higher recall scores in 2D.
• Once controlled their location memory, however, results
  indicate that higher LM group had higher recall scores in 2D,
  but did not change for low LM group.
• Male participants were advantageous over females in 3-D.
Levels of Processing and
                      Navigation design
Dependent Variables: Recall and retention (free recall, heading recognition, and
location memory)
Heading recognition task
Location memory task
• Left side navigation menu yielded better results
  in free recall, heading recognition, and location
  memory
• Deep level of processing yields better recall
  performances
• Memory performances are affected depending
  on the design of the given instruction (levels of
  processing).
Challenges
• More research is needed across age groups,
  gender, and in culturally different settings.
• How much time is needed?
• How to differentiate the learning paths for
  individuals and/or group of learners?
Learning Objects
Some definitions to start with…
• A learning object is defined as “…any entity,
  digital or non-digital, that may be used for
  learning, education or training” (IEEE
  Learning Technology Standards Committee,
  2001).

• “...a Learning Object... [is] ‘any digital resource
  that can be reused to support learning” Wiley
  (2002).
Common Characteristics of LOs
• All learning objects need to have an
  instructional purpose to be re-used within
  different instructional settings.
• Each LO should appropriately support learning
  through the possible inclusion of educational
  objectives, content, resources, and
  assessment.
Common Metaphors
• Lego (i.e., Hodgins & Conner, 2000)
• Learning Atom & Learning Crystal (Wiley, 2001)
• Luggage (Dawnes, 2002)
Fundemental Questions for IDs
• How to store each learning object so that they
  can further become accessible through
  different digital learning and/or content
  management systems or different delivery
  modes
• What should be the size of the learning object
  (granuality)
• How can the context be modeled?
Learning Space Model
             Aşkar & Altun (2010)

• Proposes a separation of learning expectations
  as concepts and skills based on their
  ontological relations in a specific domain;
Ontology based representation of
           A Learning Object
                   Concept Space                                 Skill Space


                                          Adjusted Weight
                                                                               Adjustable
                                          via Intelligent Bot
                                                                               Relation


                                              Raw
         Content                                                                       Content
                                              Content




                                                                                                      n
1                        n         1                     4       n        1                      44
                   44                     2      3                                 2     3
     2     3




                        Calculated               LC             Calculated               LC
           LC
                        (pre-defined)                           (or pre-defined)
                        Relation via                            Relation via
                        Intelligent Bot                         Intelligent Bot
Ontology-based Learning Space
                                       Skills


                                  Adjusted Weight


Learning Space (LS)                                 Concepts
        Learning Container (LC)

              Learning Objects (LO)

                           Assets
Representation of skills and concepts
         in ontology space




                                        22




                       21
Representation of skills and concepts in ontology
                      space
Challenges
•   Reusable,
•   With reasonable granuality,
•   Capable of handling learning contexts,
•   Interoprable, and
•   LO development tools (designed with an
    instructionally sound design approach) are
    needed.
ONTOLOGY
An ontology is …
• an explicit specification of a conceptualization
  (Gruber, 1995) or a model (Musen, 1998),
  which is used for structuring and modeling of
  a particular domain that is shared by a group
  of people in an organization (O’Leary, 1998).
• Domain ontologies provide explicit and formal
  descriptions of concepts in a domain of
  discourse, their properties, relationships
  among concepts and axioms (Guarino, 1995)
Semantic Web
  – Well defined meanings (semantics)
  – Common and shared standards and technologies




                                          Tim Berners-Lee
The challenge is…
• By using the capabilities of semantic web,
  World Wide Web led the interchange of
  information about data (e.i., metadata) as well
  as documents.
• Such capabilities also indicated a new kind of
  challenge for instructional designers to design
  a common framework that allows content to
  be shared and reused within and across
  applications.
Ontology as a Design &
         Development Process
Stage 1: Identifying the concepts
Stage 2: Determining class and class hierarchies
Stage 3: Determining the attributes within classes and their
relationships
Stage 4: Determining instances
Stage 5: Setting up axioms / rules

                            (adapted from McGuiness, 1999)
PoleONTO: Modeling the K-12 curricula by using
ontology

                                       Expectation
                                                                          PoleONTO
                                                                           Personalized
                                                        Expectation ..n
                 Expectation

                                        Expectation 2
                                                                            Ontological
                                                                             Learning
  Concept                      Skill
                                                                          Environments
                                             S1
            C1

                                             S2
            C2

                                            Sn
            Cn
• CogSkillNet is an ontology of skills exists in the
  curriculum of K-12 education.
• In POLEonto context, skill is defined as the interaction
  and any processes between persons and concepts. For
  example, the concept of “square” is envisioned in one’s
  mind; yet, they can define it, they can extend square
  into some other thing (i.e., a table or a flower-stand),
  which is creative thinking. The square can be
  manipulated to approach a problem by using its types
  and functions, which requires problem solving.
• Expectations in K-12
  curricula                       Identifying the concepts
• Cognitive action verbs in       class and class hierarchies
                                  attributes within classes and
  curricula                        their relationships
  – Put, show, etc.               Determining instances
  – Summarize, generalize,        Setting up axioms / rules
    etc.
  – Critical thinking, problem
    solving, etc.
 Identifying the concepts
 class and class hierarchies
 attributes within classes and
  their relationships
 Determining instances
 Setting up axioms / rules
•   Y: is an instance of
•   X: is a class of
•   C: is a superClass of
                                                               Identifying the concepts
•   A: is a subClass of
                                                               class and class hierarchies
•   K: is a process_component of                               attributes within classes and
•   T: has process_component of                                 their relationships
                                                               Determining instances
                                                               Setting up axioms / rules


         Skills           Relation              Skills

       Integrated Skill      X       Analyze
              Analyze        Y       Integrated Skill
              Analyze        T       Determine Relationship
           Determine         K       Analyze
          relationship
          Basic Skill        C       Encapsulated Skill
    Encapsulated Skill       A       Basic Skill
 Identifying the concepts
 class and class hierarchies
 attributes within classes and
  their relationships
 Determining instances
 Setting up axioms / rules
• Each act can be acted upon.
• Each action can include sub-actions.                 Identifying the concepts
• All actions can call others while being executed.  class and class hierarchies
• All actions start with an input and produces an  attributes within classes and
  output.                                               their relationships
• An Output can be an input for another action.        Determining instances
• Inputs and outputs can be null, single or multiple.  Setting up axioms / rules
Taxonomic View of CogSkillNet
From taxonomy to ontology
Some Screenshots
Design and Application of Apothegm
                Ontology
• 90 apothegmes were selected
• 281 concepts with 113 action verbs
• Relations:
  – hasMeaning (isMeaningOf),
  – hasComponent (isComponentOf),
  – hasMeaningValue (isMeaningValueOf)
Visualizing the ontology
• A web based navigation tool is designed
• Apothegmes were presented on screen, users
  navigate by selecting an apothegm and
  reaches its components, meaning, and type.
• In addition, users are provided an interface in
  order to add new statements and relations to
  the ontology.
Ontology

  Apothemes.owl




     Semantic web tools




           UI
Visual Representation
Compenents when selected an apothegm
To conclude…
• Personalization can be a valuable tool to
  facilitate lifelong learning with just-in-time
  and on-the-job training, as well.
• Different frameworks and learner (and group)
  characteristics will drive the method of
  personalization
• Personalization can be expensive and time-
  consuming if properly developed and
  maintained
Last but not the least…
Davie & Inskip (1992) once emphasized

    “good instructional design is more important than the
                      specific technology”

and, Ana Donaldson puts it well

  “ online courses are demanding further considerations”

             …thus, we need to “know our learners well”


                                                          Thank you for your patience…
  Hacettepe University , Computer Education and Instructional Technologies
Thank you...

For the list of references, see
http://www.ontolab.hacettepe.edu.tr
and/or
http://www.ontolab.hacettepe.edu.tr/en

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Keynote taiwan

  • 1. Ontologies for Personalization: A new challenge for instructional designers IETC 2012 Prof. Dr. Arif ALTUN Hacettepe University / Ankara-Turkey Keynote Presentation at IETC 2012 Taiwan
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  • 4. Personalization • Personalization is described as adapting learning experiences to different learners by analyzing individuals’ knowledge, skills and learning preferences (Devedzic, 2006). • …tailors instructional materials for each learner’s constantly changing needs and skills (Sampson, Karagiannidis & Kinshuk, 2002).
  • 5. Five types of personalization 1. Name based personalization 2. Self-described personalization 3. Segmented personalization 4. Cognitive personalization 5. Whole-person personalization (Martinez, 2000).
  • 6. Some of the Challenges for ID • Paradigm shift: From “one design for one learner” to “many designs for one learner ” • Better understanding the nature and the outcomes of the interaction between learners and content. • Designing learning objects • Designing navigational paths • Monitoning and analyzing the learning progress • But, how should we proceed?
  • 7. In order to make an e-learning environment personalized, – Regular and constant data monitoring and analysis tools (Learning Analitics), – Determining cognitive and non-cognitive personal characteristics accurately, (Learner characteristics) – Learners’ interaction with –designed- medium: i.e., learning outcomes (Learning & Instruction) – Tools to diagnose and/or guide learners with study or navigational paths (Ontology and Designing Navigational Paths).
  • 8. What we need is 1. A learner model 2. A learning object design model 3. Ontolog(ies) 4. Learning analytics
  • 9. www.ontolab.hacettepe.edu.tr/en International Conference Cognition and Exploratory Learning in Digital Age CELDA 2010
  • 10. A Learner Model for Learning Object Based Personalized Learning Environments • What will be modeled about learners? • How will it be modeled? And, • How the sustainability of the model would be maintained?
  • 12. Neuropsychological Assessment • Determining the strengths and weaknesses in one’s cognitive functions (such as, memory types, attention levels, language ability etc.) • Paper-pencil tests vs computerized tests
  • 16. What do results imply? • ECRT– no correlation was observed between computerized and P&P tests (r= -.09; p>.05) • Significant correlation was observed in LOT (r= .61; p<.05) • ECRT– P&P test scores are higher than ( M= 46.07; SD= 2.127 ) computerized one (M = 40.12; SD= 5.099). • LOT– P&P test scores are higher than (M= 22.76; SD = 4.314) computerized one (M= 19.58; SD= 4.933). • ECRT and LOT: Time spent in P&P tests is much longer than the computerized one.
  • 17. Visual Search • Sönmez, D., Altun, A. & Mazman, S. G. (2012). How Prior Knowledge and Colour Contrast Interfere Visual Search Processes in Novice Learners: An Eye Tracking Study. Under Review. • The effect of persons’ prior knowledge and experiences on their visual search performances. • A visual search task on identifying the phases of mitosis from a microscope view with two different background contrasts.
  • 18. Low level prior knowledge High level prior knowledge Prior exposure No Prior exposure Prior exposure No Prior exposure (n=10) (n=10) (n=10) (n=10) M 1.46 1.29 2.79 2.81 Blue (High Contrast) Fix.Dur. Sd .806 .764 1.27 1.94 M 7.04 7.52 4.66 3.98 T_FirstFix. Sd 5.2 5.07 3.61 4.33 M .818 .946 1.28 .889 Yellow (Low Contrast) Fix.Dur. Sd .728 .813 .852 .697 M 4.93 3.52 3.84 5.18 T_FirstFix Sd 3.24 2.87 2.31 5.22
  • 19. Short-term memory spans and attention design • Different STM spans (High - medium - low) undergraduate students in two different attention design types: (Focused- divided) • Dependent variable : recall performance • Time spent in focused one is longer than in divided design • Recall performance is affected across modalities: Low STM < High STM and Meed STM < high STM • Low STM group spent more time in the environment than the High STM group
  • 20. Spatial Location Memory and Navigation Environment • Different location memory groups • Dependent variable: Recall performance • Environment: 2-D vs 3-D environments.
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  • 22. Findings • Overall, participants had higher recall scores in 2D. • Once controlled their location memory, however, results indicate that higher LM group had higher recall scores in 2D, but did not change for low LM group. • Male participants were advantageous over females in 3-D.
  • 23. Levels of Processing and Navigation design Dependent Variables: Recall and retention (free recall, heading recognition, and location memory)
  • 26. • Left side navigation menu yielded better results in free recall, heading recognition, and location memory • Deep level of processing yields better recall performances • Memory performances are affected depending on the design of the given instruction (levels of processing).
  • 27. Challenges • More research is needed across age groups, gender, and in culturally different settings. • How much time is needed? • How to differentiate the learning paths for individuals and/or group of learners?
  • 29. Some definitions to start with… • A learning object is defined as “…any entity, digital or non-digital, that may be used for learning, education or training” (IEEE Learning Technology Standards Committee, 2001). • “...a Learning Object... [is] ‘any digital resource that can be reused to support learning” Wiley (2002).
  • 30. Common Characteristics of LOs • All learning objects need to have an instructional purpose to be re-used within different instructional settings. • Each LO should appropriately support learning through the possible inclusion of educational objectives, content, resources, and assessment.
  • 31. Common Metaphors • Lego (i.e., Hodgins & Conner, 2000) • Learning Atom & Learning Crystal (Wiley, 2001) • Luggage (Dawnes, 2002)
  • 32. Fundemental Questions for IDs • How to store each learning object so that they can further become accessible through different digital learning and/or content management systems or different delivery modes • What should be the size of the learning object (granuality) • How can the context be modeled?
  • 33. Learning Space Model Aşkar & Altun (2010) • Proposes a separation of learning expectations as concepts and skills based on their ontological relations in a specific domain;
  • 34. Ontology based representation of A Learning Object Concept Space Skill Space Adjusted Weight Adjustable via Intelligent Bot Relation Raw Content Content Content n 1 n 1 4 n 1 44 44 2 3 2 3 2 3 Calculated LC Calculated LC LC (pre-defined) (or pre-defined) Relation via Relation via Intelligent Bot Intelligent Bot
  • 35. Ontology-based Learning Space Skills Adjusted Weight Learning Space (LS) Concepts Learning Container (LC) Learning Objects (LO) Assets
  • 36. Representation of skills and concepts in ontology space 22 21
  • 37. Representation of skills and concepts in ontology space
  • 38. Challenges • Reusable, • With reasonable granuality, • Capable of handling learning contexts, • Interoprable, and • LO development tools (designed with an instructionally sound design approach) are needed.
  • 40. An ontology is … • an explicit specification of a conceptualization (Gruber, 1995) or a model (Musen, 1998), which is used for structuring and modeling of a particular domain that is shared by a group of people in an organization (O’Leary, 1998). • Domain ontologies provide explicit and formal descriptions of concepts in a domain of discourse, their properties, relationships among concepts and axioms (Guarino, 1995)
  • 41. Semantic Web – Well defined meanings (semantics) – Common and shared standards and technologies Tim Berners-Lee
  • 42. The challenge is… • By using the capabilities of semantic web, World Wide Web led the interchange of information about data (e.i., metadata) as well as documents. • Such capabilities also indicated a new kind of challenge for instructional designers to design a common framework that allows content to be shared and reused within and across applications.
  • 43. Ontology as a Design & Development Process Stage 1: Identifying the concepts Stage 2: Determining class and class hierarchies Stage 3: Determining the attributes within classes and their relationships Stage 4: Determining instances Stage 5: Setting up axioms / rules (adapted from McGuiness, 1999)
  • 44. PoleONTO: Modeling the K-12 curricula by using ontology Expectation PoleONTO Personalized Expectation ..n Expectation Expectation 2 Ontological Learning Concept Skill Environments S1 C1 S2 C2 Sn Cn
  • 45. • CogSkillNet is an ontology of skills exists in the curriculum of K-12 education. • In POLEonto context, skill is defined as the interaction and any processes between persons and concepts. For example, the concept of “square” is envisioned in one’s mind; yet, they can define it, they can extend square into some other thing (i.e., a table or a flower-stand), which is creative thinking. The square can be manipulated to approach a problem by using its types and functions, which requires problem solving.
  • 46. • Expectations in K-12 curricula  Identifying the concepts • Cognitive action verbs in  class and class hierarchies  attributes within classes and curricula their relationships – Put, show, etc.  Determining instances – Summarize, generalize,  Setting up axioms / rules etc. – Critical thinking, problem solving, etc.
  • 47.  Identifying the concepts  class and class hierarchies  attributes within classes and their relationships  Determining instances  Setting up axioms / rules
  • 48. Y: is an instance of • X: is a class of • C: is a superClass of  Identifying the concepts • A: is a subClass of  class and class hierarchies • K: is a process_component of  attributes within classes and • T: has process_component of their relationships  Determining instances  Setting up axioms / rules Skills Relation Skills Integrated Skill X Analyze Analyze Y Integrated Skill Analyze T Determine Relationship Determine K Analyze relationship Basic Skill C Encapsulated Skill Encapsulated Skill A Basic Skill
  • 49.  Identifying the concepts  class and class hierarchies  attributes within classes and their relationships  Determining instances  Setting up axioms / rules
  • 50. • Each act can be acted upon. • Each action can include sub-actions.  Identifying the concepts • All actions can call others while being executed.  class and class hierarchies • All actions start with an input and produces an  attributes within classes and output. their relationships • An Output can be an input for another action.  Determining instances • Inputs and outputs can be null, single or multiple.  Setting up axioms / rules
  • 51. Taxonomic View of CogSkillNet
  • 52. From taxonomy to ontology
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  • 56. Design and Application of Apothegm Ontology • 90 apothegmes were selected • 281 concepts with 113 action verbs • Relations: – hasMeaning (isMeaningOf), – hasComponent (isComponentOf), – hasMeaningValue (isMeaningValueOf)
  • 57. Visualizing the ontology • A web based navigation tool is designed • Apothegmes were presented on screen, users navigate by selecting an apothegm and reaches its components, meaning, and type. • In addition, users are provided an interface in order to add new statements and relations to the ontology.
  • 58. Ontology Apothemes.owl Semantic web tools UI
  • 61. To conclude… • Personalization can be a valuable tool to facilitate lifelong learning with just-in-time and on-the-job training, as well. • Different frameworks and learner (and group) characteristics will drive the method of personalization • Personalization can be expensive and time- consuming if properly developed and maintained
  • 62. Last but not the least… Davie & Inskip (1992) once emphasized “good instructional design is more important than the specific technology” and, Ana Donaldson puts it well “ online courses are demanding further considerations” …thus, we need to “know our learners well” Thank you for your patience… Hacettepe University , Computer Education and Instructional Technologies
  • 63. Thank you... For the list of references, see http://www.ontolab.hacettepe.edu.tr and/or http://www.ontolab.hacettepe.edu.tr/en