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The User Side
of Personalization:
How Personalization
Affects the Users
Peter Brusilovsky with:
Sergey Sosnovsky, Rosta Farzan, Jaewook Ahn
School of Information Sciences,
University of Pittsburgh
User-Adaptive Systems
Classic loop user modeling - adaptation in adaptive systems
Personalized Information Access
Adaptive
Hypermedia
Adaptive
IR
Web
Recommenders
Navigation Search Recommendation
Metadata-based
mechanism
Keyword-based
mechanism
Community-based
mechanism
Adaptation Mechanisms
•  System guidance is provided by manipulating
links on hypertext/Web pages
•  Direct guidance
•  Hiding, restricting, disabling
•  Generation
•  Ordering
•  Annotation
Adaptive Navigation Support
Adaptive Link Annotation
Case I: Link Annotation in InterBook
1. Concept role
2. Current concept state
3. Current section state
4. Linked sections state
4
3
2
1
√
Metadata-based mechanism
InterBook: Evaluation
•  Goal: to find a value of adaptive annotation
•  Electronic textbook about ClarisWorks
•  25 undergraduate teacher education students
•  2 groups: with/without adaptive annotation
•  Format: exploring + testing knowledge
•  Full action protocol
Experiment design
Group 1 Group 2
Database chapter WITH adaptive link
annotation n= 12
Database chapter WITHOUT adaptive
link annotation n=13
Spreadsheet chapter WITHOUT adaptive
link annotation n=12
Spreadsheet chapter WITH adaptive link
annotation n=13
First results: Performance
•  ANS negatively influences users’ performance
on tests (?!)
•  How they are using ANS?
Group Test Result
Database
Test Result
Spreadsheet
1 ANS on database only 6.41 7.77
2 ANS on spreadsheet only 7.12 8.10
The effect of “following green”
with ANS
6
6.5
7
7.5
8
8.5
9
9.5
10
Units
Score
yes, Low-negative
yes, Low-positive
yes, High-positive
Case 2: KnowledgeSea II/ AnnotatEd
12
13
Overall positive
temperature
Overall negative
temperature
personal positive
annotation
personal negative
annotation
general annotation
Density of public annotation
14
Tutorial pages are getting significantly
more visitors after being annotated
Annotation based navigation support
guides the students to the useful pages
The Impact of Annotations on Visits
User Model
KnowledgeSea KnowledgeSea
Search
Document
Corpus
Self Organizing Map
• Semantic map generation
Vector space information retrieval
• Preprocessing: word stemming, stop word elimination
• TF-IDF weight
• Cosine similarity based ranking (threshold = 0.01)
Social navigation information
• Traffic  Annotation
• Colors  Icons
Social navigation information
• Traffic  Annotation
• Colors  Icons
Update UM
• User click  annotation
Search and Navigation in KSII
Ranking and Annotation in Search
General annotation
Question
Praise
Negative
Positive
Similarity score
Document with high traffic (higher rank)
Document with positive annotation
(higher rank)
Annotations in Search Results
•  Traffic
–  More group traffic
•  Darker background color
–  More user traffic than others
•  Human-like icon
•  Darker foreground color
•  Annotation
–  More annotations
•  Darker background color
–  General, Praise, Question
•  Sticky notes, Thumbs-up, Question-mark
–  Positive or Negative
•  Red or Blue thermometer
Example of Social
Traffic
Example of Social
Annotations
•  Two versions of SQLGuide:
Topic-based Topic-based+Concept-Based
Case 3: Overnavigation in SQL-Guide
Questions of
the current
quiz, served
by QuizPACK
List of annotated
links to all quizzes
available for a
student in the
current course
QuizGuide: C Questions with ANS
QuizGuide: Adaptive Annotations
•  Target-arrow abstraction:
–  Number of arrows – level of
knowledge for the specific
topic (from 0 to 3).
Individual, event-based
adaptation.
–  Color Intensity – learning
goal (current, prerequisite
for current, not-relevant,
not-ready). Group, time-
based adaptation.
  Topic–quiz organization:
QuizGuide: Success Rate
 Arrive in time: Much higher
chance to solve the problem
 One-way ANOVA shows
that mean success value for
QuizGuide is significantly
larger then the one for
QuizPACK:
F(1, 43) = 5.07
(p-value = 0.03).
QuizGuide: Motivation
•  Adaptive navigation support increased student's
activity and persistence of using the system
Average activity
0
50
100
150
200
250
300
2002 2003 2004
Average num. of
sessions
0
5
10
15
20
2002 2003 2004
Average course
coverage
0%
10%
20%
30%
40%
50%
60%
2002 2003 2004
Active students
0%
20%
40%
60%
80%
100%
2002 2003 2004
  Within the same class QuizGuide session were much longer than
QuizPACK sessions: 24 vs. 14 question attempts at average.
  Average Knowledge Gain for the class rose from 5.1 to 6.5
•  SQL-KnoT delivers online SQL problems, checks student’s
answers and provides a corrective feedback
•  Every problem is dynamically generated using a template
and a set of
databases
•  All problems have
been assigned to 1
of the course
topics and
indexed with
concepts from the
SQL ontology
SQL Knowledge Tester
•  Two Database Courses (Fall 2007):
  Undergraduate (36 students)
  Graduate (38 students)
•  Each course divided into two groups:
  Topic-based navigation
  Topic-based + Concept-Based Navigation
•  All students had access to the same set of SQL-
KnoT problems available in adaptive
(QuizGuide) and in non-adaptive mode (Portal)
Study Design
•  Total number of attempts made by all students:
in adaptive mode (4081), in non-adaptive mode (1218)
•  Students in general were much more willing to access
the adaptive version of the system, explored more
content with it and to stayed with it longer:
Adaptive
Non-adaptive
It works! Again! Like magic…
•  Did concept-based adaptation increase the
magnitude of the motivational effect?
  No significant difference in the average numbers of attempts,
problems answered, topics explored
  No significant difference in the session length
•  Was there any other observable difference?
  Average number of attempts per question
  Resulting Knowledge Level
(averaged across all concepts)
Combined
Topic-based
Concept-based ANS: Added Value?
•  Question-based Patterns:
•  Topic-based Patterns:
Repetition 0:
incorrect previous
attempt
Repetition 1:
correct previous
attempt
Sequence RepetitionGo-Back Skipping
Next Topic Jump-Forward Jump-Backward Combined
Pattern Analysis
Pattern Analysis (2)
Pattern Analysis (3)
•  Difference in the ratio of Repetition1 pattern
explains:
  difference in the average number of attempts per question
  difference in the cumulative resulting knowledge level
  Students repeat the same question again and
again:
  They “get addicted“ to the concept-based icons
  Is it a good thing for us?
− YES – they react to the navigational cues, they work more
− NO – we expect them to concentrate on those questions where they have
smaller progress instead of drilling in the same question
Discussion
Case 4: CourseAgent
Rosta Farzan
(rosta@cs.pitt.edu) 
Peter Brusilovsky
(peterb@pitt.edu)
PAWS, University of
Pittsburgh
32
Course Schedule
Course Rating in CourseAgent
Under-Contribution Problem
•  Do it for yourself
–  Encouraging participation by turning the rating
activity into important and meaningful activity
–  Personal gain depends on contribution to the
community
•  CourseAgent
–  Career Scope
•  Presenting progress towards each career goal
•  Only evaluated courses contribute to the progress
Career Planning
•  Contribution of experimental users who did not use
Career Scope is close to control group
•  Significant different between contribution of
experimental group II and control group +
experimental group I
Results
Analysis of Activities of each group
•  Experimental group II spent a higher fraction of
their time on activities useful to the community
A Probe for Overmotivation
•  Career Progress implicitly encourages students
to over-rate taken courses
Summary
•  It is important to study how your recommender
systems are used
–  Log studies vs. eye tracking studies
•  Do users follow the recommendations?
•  Does recommendation provoke suboptimal
behavior?
•  What is the back side of user engagement
technology?

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The User Side of Personalization: How Personalization Affects the Users

  • 1. The User Side of Personalization: How Personalization Affects the Users Peter Brusilovsky with: Sergey Sosnovsky, Rosta Farzan, Jaewook Ahn School of Information Sciences, University of Pittsburgh
  • 2. User-Adaptive Systems Classic loop user modeling - adaptation in adaptive systems
  • 3. Personalized Information Access Adaptive Hypermedia Adaptive IR Web Recommenders Navigation Search Recommendation Metadata-based mechanism Keyword-based mechanism Community-based mechanism Adaptation Mechanisms
  • 4. •  System guidance is provided by manipulating links on hypertext/Web pages •  Direct guidance •  Hiding, restricting, disabling •  Generation •  Ordering •  Annotation Adaptive Navigation Support
  • 6. Case I: Link Annotation in InterBook 1. Concept role 2. Current concept state 3. Current section state 4. Linked sections state 4 3 2 1 √ Metadata-based mechanism
  • 7. InterBook: Evaluation •  Goal: to find a value of adaptive annotation •  Electronic textbook about ClarisWorks •  25 undergraduate teacher education students •  2 groups: with/without adaptive annotation •  Format: exploring + testing knowledge •  Full action protocol
  • 8. Experiment design Group 1 Group 2 Database chapter WITH adaptive link annotation n= 12 Database chapter WITHOUT adaptive link annotation n=13 Spreadsheet chapter WITHOUT adaptive link annotation n=12 Spreadsheet chapter WITH adaptive link annotation n=13
  • 9. First results: Performance •  ANS negatively influences users’ performance on tests (?!) •  How they are using ANS? Group Test Result Database Test Result Spreadsheet 1 ANS on database only 6.41 7.77 2 ANS on spreadsheet only 7.12 8.10
  • 10. The effect of “following green” with ANS 6 6.5 7 7.5 8 8.5 9 9.5 10 Units Score yes, Low-negative yes, Low-positive yes, High-positive
  • 11. Case 2: KnowledgeSea II/ AnnotatEd
  • 12. 12
  • 13. 13 Overall positive temperature Overall negative temperature personal positive annotation personal negative annotation general annotation Density of public annotation
  • 14. 14 Tutorial pages are getting significantly more visitors after being annotated Annotation based navigation support guides the students to the useful pages The Impact of Annotations on Visits
  • 15. User Model KnowledgeSea KnowledgeSea Search Document Corpus Self Organizing Map • Semantic map generation Vector space information retrieval • Preprocessing: word stemming, stop word elimination • TF-IDF weight • Cosine similarity based ranking (threshold = 0.01) Social navigation information • Traffic Annotation • Colors Icons Social navigation information • Traffic Annotation • Colors Icons Update UM • User click annotation Search and Navigation in KSII
  • 16. Ranking and Annotation in Search General annotation Question Praise Negative Positive Similarity score Document with high traffic (higher rank) Document with positive annotation (higher rank)
  • 17. Annotations in Search Results •  Traffic –  More group traffic •  Darker background color –  More user traffic than others •  Human-like icon •  Darker foreground color •  Annotation –  More annotations •  Darker background color –  General, Praise, Question •  Sticky notes, Thumbs-up, Question-mark –  Positive or Negative •  Red or Blue thermometer Example of Social Traffic Example of Social Annotations
  • 18. •  Two versions of SQLGuide: Topic-based Topic-based+Concept-Based Case 3: Overnavigation in SQL-Guide
  • 19. Questions of the current quiz, served by QuizPACK List of annotated links to all quizzes available for a student in the current course QuizGuide: C Questions with ANS
  • 20. QuizGuide: Adaptive Annotations •  Target-arrow abstraction: –  Number of arrows – level of knowledge for the specific topic (from 0 to 3). Individual, event-based adaptation. –  Color Intensity – learning goal (current, prerequisite for current, not-relevant, not-ready). Group, time- based adaptation.   Topic–quiz organization:
  • 21. QuizGuide: Success Rate  Arrive in time: Much higher chance to solve the problem  One-way ANOVA shows that mean success value for QuizGuide is significantly larger then the one for QuizPACK: F(1, 43) = 5.07 (p-value = 0.03).
  • 22. QuizGuide: Motivation •  Adaptive navigation support increased student's activity and persistence of using the system Average activity 0 50 100 150 200 250 300 2002 2003 2004 Average num. of sessions 0 5 10 15 20 2002 2003 2004 Average course coverage 0% 10% 20% 30% 40% 50% 60% 2002 2003 2004 Active students 0% 20% 40% 60% 80% 100% 2002 2003 2004   Within the same class QuizGuide session were much longer than QuizPACK sessions: 24 vs. 14 question attempts at average.   Average Knowledge Gain for the class rose from 5.1 to 6.5
  • 23. •  SQL-KnoT delivers online SQL problems, checks student’s answers and provides a corrective feedback •  Every problem is dynamically generated using a template and a set of databases •  All problems have been assigned to 1 of the course topics and indexed with concepts from the SQL ontology SQL Knowledge Tester
  • 24. •  Two Database Courses (Fall 2007):   Undergraduate (36 students)   Graduate (38 students) •  Each course divided into two groups:   Topic-based navigation   Topic-based + Concept-Based Navigation •  All students had access to the same set of SQL- KnoT problems available in adaptive (QuizGuide) and in non-adaptive mode (Portal) Study Design
  • 25. •  Total number of attempts made by all students: in adaptive mode (4081), in non-adaptive mode (1218) •  Students in general were much more willing to access the adaptive version of the system, explored more content with it and to stayed with it longer: Adaptive Non-adaptive It works! Again! Like magic…
  • 26. •  Did concept-based adaptation increase the magnitude of the motivational effect?   No significant difference in the average numbers of attempts, problems answered, topics explored   No significant difference in the session length •  Was there any other observable difference?   Average number of attempts per question   Resulting Knowledge Level (averaged across all concepts) Combined Topic-based Concept-based ANS: Added Value?
  • 27. •  Question-based Patterns: •  Topic-based Patterns: Repetition 0: incorrect previous attempt Repetition 1: correct previous attempt Sequence RepetitionGo-Back Skipping Next Topic Jump-Forward Jump-Backward Combined Pattern Analysis
  • 30. •  Difference in the ratio of Repetition1 pattern explains:   difference in the average number of attempts per question   difference in the cumulative resulting knowledge level   Students repeat the same question again and again:   They “get addicted“ to the concept-based icons   Is it a good thing for us? − YES – they react to the navigational cues, they work more − NO – we expect them to concentrate on those questions where they have smaller progress instead of drilling in the same question Discussion
  • 32. Rosta Farzan (rosta@cs.pitt.edu) Peter Brusilovsky (peterb@pitt.edu) PAWS, University of Pittsburgh 32 Course Schedule
  • 33. Course Rating in CourseAgent
  • 34. Under-Contribution Problem •  Do it for yourself –  Encouraging participation by turning the rating activity into important and meaningful activity –  Personal gain depends on contribution to the community •  CourseAgent –  Career Scope •  Presenting progress towards each career goal •  Only evaluated courses contribute to the progress
  • 36. •  Contribution of experimental users who did not use Career Scope is close to control group •  Significant different between contribution of experimental group II and control group + experimental group I Results
  • 37. Analysis of Activities of each group •  Experimental group II spent a higher fraction of their time on activities useful to the community
  • 38. A Probe for Overmotivation •  Career Progress implicitly encourages students to over-rate taken courses
  • 39. Summary •  It is important to study how your recommender systems are used –  Log studies vs. eye tracking studies •  Do users follow the recommendations? •  Does recommendation provoke suboptimal behavior? •  What is the back side of user engagement technology?