Logically Characterizing Adaptive Educational Hypermedia Systems
Nicola Henze and Wolfgang Nejdl
University of Hannover
ISI - Knowledge Based Systems
Appelstr. 4 D-30167 Hannover
http://www.kbs.uni-hannover.de/~{henze,nejdl}
{henze,nejdl}@kbs.uni-hannover.de
Abstract
Currently, adaptive educational
hypermedia systems (AEHS) are described with nonuniform methods,
depending on the specific view on the system, the application, or other
parameters. There is no common language for expressing functionality of
AEHS, hence these systems are difficult to compare and analyze. In this
paper we investigate how a logical description can be employed to
characterize adaptive educational hypermedia. We propose a definition
of AEHS based on first-order logic, characterize some AEHS due to this
formalism, and discuss the applicability of this approach.
1. Motivation
This paper aims at developing a logical
characterization of adaptive educational hypermedia and web-based
systems (AEHS). AEHS have been developed and tested in various
disciplines and have proven their usefulness for improved and
goal-oriented learning and teaching. However, these systems normally
come along as stand-alone systems - proprietary solutions have been
investigated, tested and improved to fulfill specific, often
domain-dependent requirements. So far, there has been no attempt to
define a common language for describing AEHS. We claim that such a
shared language will support the analysis and comparison of AEHS, and,
in addition, a comprehensible description of AEHS will encourage an
extended use of adaptive functionalities in e-Learning. This is
especially important with respect to the Semantic Web [13], and, associated, the Adaptive
Web [4] which knows like a personal
agent the specific requirements of a user, takes goals, preferences or
the actual context into account in order to optimize the access to
electronic information.
Bringing personalization to the Web
requires an analysis of existing adaptive systems, and of course this
holds for the special case of e-learning and education. In this paper,
we propose a component-based definition of adaptive educational
hypermedia systems. A functionality-oriented definition of adaptive
hypermedia has been given by Brusilovsky, 1996 [
1].:
Definition 1 (Adaptive
hypermedia system) "By adaptive hypermedia systems we mean
all hypertext and hypermedia systems which reflect some features of the
user in the user model and apply this model to adapt various visible
aspects of the system to the user."
The component-based definition proposed
in this paper is motivated by Reiter`s theory of diagnosis [10] which settles on characterizing
systems, observations, and diagnosis in first-order logic (FOL). We
decompose adaptive educational hypermedia systems into basic
components, according to their different roles in the system: Each
adaptive (educational) hypermedia system is obviously a hypermedia
system, therefor it makes assumptions about documents and their
relations in a document space. It uses a user model to
model various characteristics of individual users or user groups.
During runtime, it collects observations about the user's
interactions. Based on the organization of the underlying document
space, the information from user model and from the system's
observation, adaptive functionality is provided.
This paper is organized as follows: In
the next section we give a first description of the components of an
AEHS and explain their roles and functionality with examples. We then
give a definition of AEHS based on FOL. Due to this formalization, an
artificial AEHS with few adaptive functionalities is described in
section 3, and four
examples of existing AEHS. Due to space constraints, we can not present
the complete descriptions in this paper but will only exemplary show
the applicability of our definition. The detailed descriptions can be
found in a Technical Report [6]. A
synopsis of the results is given in section 4. We conclude with a
discussion about the results of our logic-based characterization of
AEHS.
2. Towards a Logic-Based
Definition of AEHS
In this section we will first give a
description of the components in AEHS and their roles. Afterwards we
will give a formal definition of adaptive educational hypermedia
systems based on first-order logic. We claim that an Adaptive
Educational Hypermedia System (AEHS) is a Quadruple
(DOCS, UM, OBS, AC)
with
- DOCS:
- Document Space belonging to the hypermedia system
in question as well as information associated to this document space.
This associated information might be annotations (e.g. metadata
attributes, usage attributes, etc.), domain graphs that model the
document structure (e.g. a part-of structure between documents,
comparable to a chapter - section - subsection - hierarchy), or knowledge
graphs that describe the knowledge contained in the document
collections (e.g. domain ontologies).
- UM:
- User Model: stores, describes and infers
information, knowledge, preferences etc. about an individual user (might
share some models with DOCS). The observations OBS are used for updating
the user model UM. Examples of user models are overlay models where the
user's state of knowledge is described as a subset of an expert's
knowledge of the domain. Student's lack of knowledge is derived by
comparing it to the expert's knowledge. A stereotype user modeling
approach classifies users into stereotypes: Users belonging to a certain
class are assumed to have the same characteristics.
- OBS:
- Observations about user interactions with the AEHS. Here,
everything about the runtime behavior of the system concerning user
interactions is contained. Examples are observations whether a user has
visited a document, or visited document for some amount of time, etc.
Other examples are rules for compiling e.g. quizzes for testing a user's
knowledge on some subject, etc.
- AC:
- Adaptation Component: rules for adaptive
functionality (e.g. whether to suggest a document for learning, or
for generating reasonable learning paths, etc.), rules for adaptive
treatment (e.g. sorting the links leading to further documents
according to their usefulness for a particular user, etc. ), etc.
To formalize this above definition let's gain a deeper insight into
these components:
2.1 DOCS: The Document
Space
The objects of discourse in the
document space are the documents, and, if applicable, the
knowledge topics. Their equivalent in the logical description
are the atoms: the document identifier (doc_id) or topic
identifier (topic_id) respectively.
Domain graphs (or knowledge graphs)
are expressed as predicates that state the relations between the
documents (or topics). For formalizing the part-of domain graph
mentioned as an example in the previous section, we define predicates
like
part_of(doc_id, doc_id) .
Another example is the prerequisite
relation between documents stating which documents need to be learned
before a certain document can be studied:
preq(doc_id, doc_id).
Some AEHS use a separate knowledge
graph to express relations about knowledge topics. These topics
normally do not correspond one-to-one to the documents. If a separate
knowledge graph exists, this graph will be expressed by several
predicates as well. E.g., a taxonomy on topics will be expressed by
predicates like
is_a(topic_id, topic_id) .
A further example are learning
dependencies modeled on topics:
is_dependent(topic_id, topic_id) .
2.2 UM: The User Model
The user model expresses, derives and
draws conclusions about the characteristics of users. This might be
done by modeling each individual user or by modeling typical groups
that represent users with similar behavior, requirements, etc. (so
called stereotypes). Objects of discourse in the user model are
the user which are logically expressed by atoms, the user
identifier (user_id), and the various characteristics which
can be assigned to this user in this AEHS. The characteristics of a
user are expressed by predicates:
has_property(user_id, characteristic_x ) or
has_property(user_id, characteristic_x, value), etc.
A prominent characteristic in AEHS is
the knowledge a user has on documents (or knowledge topics). The first
of the following examples uses a binary value for the knowledge, the
second example allows different grades of knowledge:
has_property(doc_id, user_id, know) or
has_property(doc_id, user_id, know, value), etc.
The characteristic "knowledge" is
very prominent for educational adaptive hypermedia systems, so we can
abbreviate the above predicates by:
knows(doc_id, user_id) or
knows(doc_id, user_id, value), etc.
2.3 OBS: The Observations
Observations are the result of
monitoring a user's interactions with the AEHS at runtime. Therefor,
the objects for modeling observations are the users (as in the case of
the UM) and the observations.
Typical observations in AEHS are
whether a user has studied some document. The corresponding predicate
is
obs(doc_id, user_id, visited) or
obs(doc_id, user_id, visited, value), etc.
If the document is a test and the
user has worked on this test by answering the corresponding questions,
predicates like
obs(doc_id, user_id, worked_on) or
obs(doc_id, user_id, worked_on, value), etc.,
are used.
2.4 AC: The Adaptation
Component
Finally, the adaptation component
contains rules for describing the adaptive functionality of the
system. An example for adaptive functionality is to decide whether a
user has sufficient knowledge to study a document (recommended for
learning). This functionality belongs to the group of functionalities
which determine the "learning state" of a document. A simple rule might
be to recommend a document for learning if all documents that are
"prerequisites", e.g. that need to be studied before this document can
be learned, have been visited:
user_id doc_id
( doc_id preq(doc_id,doc_id) obs(doc_id, user_id, visited) )
learning_state(doc_id, user_id,
recommended_for_reading).
The
adaptive treatment is a
set of rules describing the runtime behavior of the system. An often
used adaptive treatment is the traffic light metaphor [
1] to annotate links: Icons with
different colors are used to show whether a document corresponding to a
link is recommended for reading (green color), might be too difficult
to study (yellow color), or is not recommended for reading (red color).
The rule defining this adaptive treatment "document annotation" is:
doc_id user_id
learning_state(doc_id, user_id, recommended_for_learning)
document_annotation(doc_id, user_id, green_icon).
2.5 Definition of
Adaptive Educational Hypermedia Systems
In this section, we will give a
logic-based definition for AEHS. We have chosen first order logic (FOL)
as it allows us to provide an abstract, generalized formalization. The
notation chosen in this paper refers to [
11]. The aim of this logic-based
definition is to accentuate the main characteristics and aspects of
adaptive educational hypermedia.
Definition 2 (Adaptive
Educational Hypermedia System (AEHS)) An Adaptive
Educational Hypermedia System (AEHS) is a Quadruple
(DOCS, UM, OBS, AC)
with
- DOCS:
- Document Space: A finite set of first order logic
(FOL) sentences with atoms for describing documents (and knowledge
topics), and predicates for defining relations between these atoms.
- UM:
- User Model: A finite set of FOL sentences with
atoms for describing individual users (user groups), and user
characteristics, as well as predicates and rules for expressing whether
a characteristic applies to a user.
- OBS:
- Observations: A finite set of FOL sentences with atoms
for describing observations and predicates for relating users, documents
/ topics, and observations.
- AC:
- Adaptation Component: A finite set of FOL
sentences with rules for describing adaptive functionality.
The components "document space" and
"observations" describe basic data (DOCS) and run-time data (OBS). User
model and adaptation component process this data, e.g. for estimating a
user's preferences (UM), or for deciding about beneficial adaptive
treatments for a user (AC).
3.
Examples
This section provides two examples: The
first example is a prototypical (artificial) AEHS whose purpose is to
illustrate the applicability of the above proposed framework. The
second example shows excerpts of the logical description of an existing
AEHS: the NetCoach system [14].
Due to space constraints, we can not provide the full description of
NetCoach in this paper. We have characterized three further AEHS, the
Interbook system [3], the ELM-ART
II system [15], and the KBS
hyperbook system [7]. The complete
logic-based description of these systems can be found in a technical
report [6]. In this paper, we only
summarize the results of the descriptions (section 4).
3.1 A very simple AEHS
We describe a simple AEHS, called Simple
with the following functionality: Simple can annotate hypertext-links to
documents by using the traffic light metaphor with two colors: red for
non recommended, green for recommended pages.
3.1.1 Simple: Document
Space
A set of
atoms (
corresponds to the number of documents in the document
space) which name the documents:
D, D, , D.
Plus a finite set of predicates
stating the documents that need to be studied before a document can be
learned, e.g. D
is a prerequisite for D
:
preq(D, D) for certain D D.
(N.B.: This AEHS does not employ an
additional knowledge model).
3.1.2 Simple: User Model
A set of m axioms, one for each
individual user:
U, U, , U.
3.1.3 Simple: Observations
One atom for the observation whether
a document has been visited:
Visited.
And a set of predicates
obs(D, U, Visited) for certain D, U.
3.1.4 Simple: Adaptation
Component
One atom for describing the values of
the adaptive functionality "learning_state":
Recommended_for_reading,
and two atoms representing values of
the adaptive treatment:
Green_Icon, Red_Icon.
Rules for describing the learning
state of a document
UD
( Dpreq(D, D) obs(D, U, Visited) )
learning_state(D,U,
Recommended_for_reading).
And rules for describing the adaptive
link annotation with traffic lights:
UD
learning_state(D, U, Recommended_for_reading)
document_annotation(D, U, Green_Icon),
UD
learning_state(D, U, Recommended_for_reading)
document_annotation(D, U, Red_Icon).
3.2 NetCoach
NetCoach [
14] is the successor of ELM-ART II
and provides a framework for building adaptive educational hypermedia
systems. NetCoach uses a knowledge base which consists of concepts. Due
to space constraints, we can only describe a part of NetCoach, the
complete description can be seen in a technical report ([
6]).
3.2.1 NetCoach: Document
Space
The document space consists of
documents, test-groups and test-items.
D, , D, TG, , TG, TI,, TI.
Relation between documents are e.g.:
preq(D, D) for certain D D.
infer(D, D) for certain D D.
part_of(D, D) for certain D D.
succ(D, D) for certain Dand one D D.
Further, NetCoach assigns certain
test-items or test-groups to a document (see [
6]).
3.2.2 NetCoach:
Observations
NetCoach takes the following
observations about the interactions of a user U
with the
system into account:
obs(D,U, Visited) for certain D, U
obs(TI, U, Worked_testitem) for certain TI, U,
obs(TI, U, Solved_testitem) for certain TI, U, and
obs(D, U, Marked) for certain D, U.
3.2.3 NetCoach: User Model
Among others, NetCoach derives
whether a document D
has been learned by a user U
. A document has been learned, if it is either tested,
inferred from other learned documents, or marked by the user. If there
are no test items assigned to the document D
or the
tests are treated as voluntary exercises (i.e. criterion(D
, Value) for Value=0), then D
is assumed
to be learned if it has been visited, or it can be inferred from other
learned concepts, or marked by the user (for details, e.g. how rules
like p_obs(D
, U
, Tested) are derived, compare [
6]):
DU
p_obs(D, U, Tested)
(criterion(D,0) ( obs(D, U, Visited) p_obs(D, U,
Inferred_Known)
obs(D, U, Marked) )
p_obs(D, U, Learned).
3.2.4 NetCoach:
Adaptation Component
NetCoach provides adaptive link
annotation. E.g a link to a document D
is marked with a
green ball (a sign that this document is recommended for reading) for a
user U
, if all prerequisites of this page haven been learned
by this user:
DU
( Dpreq(D,D) p_obs(D,U,Learned) )
document_annotation(D, U, Green_Ball)
It supports learning goals (which are
defined as a set of documents) and provides learning sequences to reach
these learning goals (see [
6]).
4.
Synopsis of some logically characterized AEHS
This chapter provides synoptical
tables of the logic-based characterization of the adaptive educational
hypermedia systems NetCoach [
14],
Interbook [
3], ELM-ART II [
15], and KBS hyperbook [
7] (the complete characterizations
can be found in [
6]). The atoms used
in the four systems in the components DOCS, UM, OBS, and AC are
summarized in table
1.
Table
2 shows the
used predicates. An overview on the rules is given in table
3.
Table 1: Atoms used in NetCoach, ELM-ART II, Interbook
and KBS Hyperbook.
System |
DOCS |
UM |
OBS |
NetCoach |
D, , D, |
U, , U, Learned, |
Visited, |
|
TG, , TG, |
Inferred_Known,
Tested. |
Solved_Testitem, |
|
TI, , TI. |
|
Marked. |
ELM-ART II |
D, , D, |
U, , U, Tested, |
Visited, |
|
TI, , TI. |
Inferred_known. |
Solved_Testitem. |
InterBook |
D, , D, |
U, , U, Learned, |
Visited, |
|
TI, , TI, |
Beginner,
Intermediate, |
Solved. |
|
C, , C. |
Expert, No_knowledge. |
|
KBS Hyperbook |
D, ...D, |
U, , U, Learned, |
Marked, |
|
C, , C. |
Known, Well_known, |
Expert, |
|
|
Excellently_known,
Partly_known, |
Advanced, |
|
|
Not_known,
Child_known, |
Beginner, |
|
|
Parent_known. |
Novice. |
System |
AC-Adaptive Link
Annotation |
AC - Others |
NetCoach |
Green_Ball, Red_Ball,
Yellow_Ball, Orange_Ball. |
- |
ELM-Art II |
Green_Ball, Red_Ball,
Yellow_Ball, Orange_Ball. |
- |
Interbook |
Small_Checkmark,
Normal_Checkmark, Big_Checkmark, |
- |
|
Green_Ball, White_Ball,
Red_Ball. |
- |
KBS Hyperbook |
Green_Ball, White_Ball,
Red_Ball. |
- |
|
|
|
|
Table 2: Predicates used in NetCoach, ELM-ART II,
Interbook and KBS Hyperbook.
System |
DOCS |
NetCoach |
preq(D, D) (prerequisite knowledge) |
|
infer(D, D) (documents inferred to be learned by studying D) |
|
succ(D, D) (reading order) |
|
part_of(D, D) (chapter structure) |
|
terminal_flag(D) (whether a document has no further
sub-documents) |
|
criterion(D, Value) (defines number of testitems |
|
necessary for mastering D) |
|
test_assignment(D, X), X {Testgroup, Testitem}, |
|
(relates documents with testgroups and testitems) |
ELM-ART II |
preq(D,D) (prerequisite knowledge) |
|
out(D, D) (documents inferred to be learned by studying D) |
|
related(D, D) (author-defined relation
between documents) |
|
successor(D, D) (reading order) |
|
part_of(D, D) (chapter structure) |
|
terminal_flag(D) (whether a document has no further
sub-documents) |
|
test_assignment(D, X), X {Testslot, Testitem} |
|
(relates documents with testslots and testitems) |
InterBook |
preq(D, C) (prerequisite knowledge) |
|
out(D, C) (concepts inferred to be learned by studying D) |
|
succ(D, D) (reading order) |
|
terminal_flag(D) (whether a document has no further sub-documents) |
|
part_of(D, D) (chapter structure) |
KBS Hyperbook |
keyword(D, C) assigns some concepts each
document |
|
depends(C, C) learning dependencies between
concepts |
|
role(D, X),
X {Course, Goal, Lecture, Example, etc.} |
|
role
of the document D |
|
role(C, X),
X {Introduction, Concept} |
|
role
of the concept C |
System |
UM |
OBS |
AC |
NetCoach |
- |
obs(D, U, X), X {Visited, Solved_Testitem,
Marked} |
|
ELM-ART II |
- |
obs(D, U, X), X {Visited, Solved_Testitem} |
- |
InterBook |
- |
obs(D, U, X), X {Visited, Solved} |
- |
KBS Hyperbook |
- |
obs(C, U, Marked, Value), |
- |
|
|
Value {Expert, Advanced, Beginner, Novice} |
|
|
Table 3: Rules used in NetCoach, ELM-ART II, Interbook
and KBS Hyperbook.
System |
DOCS |
UM |
OBS |
NetCoach |
- |
Rules to infer p_obs(D, U, X), X |
- |
|
|
{Inferred_Known, Learned, Tested} |
|
ELM-ART II |
- |
Rules to infer p_obs(D, U, X), X |
- |
|
|
{Inferred_Known, Tested} |
|
InterBook |
- |
Rules to infer p_obs(C, U, Learned, X), X |
- |
|
|
{Expert, Intermediate, Beginner, No_knowledge}. |
|
KBS Hyperbook |
- |
Rules to infer p_obs(C, U, Learned, X), X |
- |
|
|
{Known, Well_known, Excellently_known, Partly_known, |
|
|
|
Not_known, Child_known, Parent_known}. |
|
|
|
|
|
System |
AC - Adaptive Link
Annotation |
NetCoach |
Rules to infer
document_annotation(D, U, X), |
|
X {Green_Ball, Red_Ball, Yellow_Ball,
Orange_Ball}. |
ELM-ART II |
Rules to infer
document_annotation(D, U, X), |
|
X {Green_Ball, Red_Ball, Yellow_Ball,
Orange_Ball}. |
InterBook |
Rules to infer
document_annotation(D, U, X), |
|
X {Green_Ball, White_Ball, Red_Ball, |
|
Small_Checkmark, Normal_Checkmark, Big_Checkmark}. |
KBS Hyperbook |
Rules to infer
document_annotation(D, U, X), |
|
X {Green_Ball, White_Ball, Red_Ball}. |
System |
AC-Adaptive Link
Generation |
NetCoach |
Rules to infer
next_best_page(D, U), learning_goal(X), |
|
curriculum_sequencing(D, , D) |
ELM-ART II |
Rules to infer
next_best_page(D, U) (+ a tutoring component |
|
for
the lisp domain) |
InterBook |
Rules to infer
prerequisite_based_help(D, U), learning_goal(D), |
|
reading_sequence(D, U), teach_me(D). |
KBS Hyperbook |
Rules to infer
learning_sequence([C, C], U), glossary(D) |
|
learning_goal([C, C]),
next_reasonable_goal(U) |
|
information_index([C, C]) |
|
5.
Discussion
In this paper, we have proposed a
component-based definition of adaptive educational hypermedia systems
that uses first-order logic to characterize AEHS. With this approach
- we can easily compare the adaptive
functionality of the AEHS: we can e.g. derive that the above
characterized systems are very similar in their way of employing
adaptive functionality (all make adaptive navigation support, no
adaptive presentation support (with respect to Brusilovsky's taxonomy
of adaptive hypermedia technologies [2]));
- we hide a lot of functionality
behind the rules, e.g. KBS Hyperbook uses a Baysian Network to
calculate the Inferred_known characteristic. This is technically very
different to calculating this characteristic by compiling the
transitive closure of prerequisites. But, logically, it has the same
functionality: to estimate the user's current knowledge state based on
some input parameters (the observations);
- we can describe the taxonomy of
concepts used by the systems in document spaces, the user models, the
observations, and the adaptation component. E.g. in case of the
document space, we can derive that Interbook uses documents, testitems
and knowledge concepts, ELM-ART II uses documents and testitems, etc.;
- the rules in the adaptation
component show which data is processed by the system for making
decisions about particular adaptive treatment; decisions;
- thus we can encapsulate adaptive
functionality in order to support transfer of functionality between
AEHS,
- and to support the more wide-spread
use of adaptation in web-based educational systems, e.g. by employing
Web-services that provide adaptive features.
During the application of the
proposed characterization of AEHS, it turned out that the documents and
their relations play a decisive role for the way how adaptation
components draw conclusions. We have seen, that, in contrary to our
intentions motivated by the transfer of Reiter's approach [
10] to educational hypermedia, we
were not able to generalize the diversity of rules for adaptation for a
meta-description of adaptation. However, we claim that a logical
characterization of adaptive educational hypermedia is a way to find
solutions of current open questions in this area. E.g. currently, there
is no catalogue of "metadata for adaptation" which could be used in LOM
[
9], SCORM [
12] or other catalogues of metadata
for education. The main objection is that adaptive educational
hypermedia systems are "too different" to generalize for a meta-data
driven description. From the above characterizations we can derive which
meta-data is needed by the characterized AEHS: We can derive which
sources for input data are used in the different systems from DOCS and
OBS. These sources can now be used as a candidate set for meta-data for
adaptation.
Further, our approach contributes to
solutions for the open document space problem [8,2]:
If we consider adaptive functionality as a query in open environments
(as it has been done e.g. in [5])
it turns out that a decisive task is to determine the characteristics
of adaptive functionality in order to define useful queries.
6. Conclusion
This paper proposes a component-based
definition of adaptive educational hypermedia based on first-order
logic. We have shown the applicability of such a formal description
language for adaptive educational hypermedia in various examples. We
claim that this logical characterization of adaptive educational
hypermedia enables comparison of adaptive functionality in a
well-grounded way, promotes the transfer of adaptive functionality to
other educational hypermedia and web-based systems, defines rule-based
descriptions of adaptivity, and supports the understanding of the role
of metadata for adaptation.
Acknowledgment
We would like to thank Peter
Brusilovsky and Gerhard Weber for the discussions on their adaptive
educational hypermedia systems.
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