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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Towards an Ontology-based Representation of Accessibility Profiles for Learners</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Mirette Elias</string-name>
          <email>melias@uni-bonn.de</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Steffen Lohmann</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>So¨ ren Auer</string-name>
          <email>auer@cs.uni-bonn.de</email>
          <email>soeren.auer@iais.fraunhofer.de</email>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Fraunhofer IAIS</institution>
          ,
          <country country="DE">Germany</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>University of Bonn</institution>
          ,
          <country country="DE">Germany</country>
        </aff>
      </contrib-group>
      <fpage>51</fpage>
      <lpage>59</lpage>
      <abstract>
        <p>Web accessibility has gained significant attention over the past decades due to the widespread use of the internet, which has urged web developers to address the needs and preferences of a variety of users. In e-learning contexts, learner profiles can be used to describe the needs and preferences of users and adapt the educational resources accordingly. We propose the use of ontologies to represent accessibility needs and preferences in learner profiles in order to structure the knowledge and to access the information for recommendations and adaptations in OpenCourseWare systems. In particular, we propose to use and extend the ACCESSIBLE ontology containing knowledge about disabilities and web accessibility standards. In this work, we extend the ACCESSIBLE ontology to represent accessibility knowledge and requirements for learning contexts with respect to the standards of the IMS Global Learning Consortium.</p>
      </abstract>
      <kwd-group>
        <kwd>Accessibility</kwd>
        <kwd>OpenCourseWare</kwd>
        <kwd>OCW</kwd>
        <kwd>Semantic Web</kwd>
        <kwd>Disabilities</kwd>
        <kwd>Ontologies</kwd>
        <kwd>Web Accessibility</kwd>
        <kwd>Learner Profile</kwd>
        <kwd>IMS AfA</kwd>
        <kwd>ACCESSIBLE</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Accessibility is a key requirement for developing web applications, especially in
elearning contexts [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. One emerging type of e-learning systems are OpenCourseWare
(OCW) systems, which provide means for distributing free educational content to a
wide range of learners over the web. These learners include people with disabilities
who have diverse needs, in terms of the type and severity of their disabilities, which
must be addressed by OCW systems. In addition, they have different preferences: for
example, one blind user might want to use a screen reader while another blind user
might prefer a braille display—or both might want to use the same device but with
different configurations (e.g., different text reading speeds). Defining and representing
the needs and preferences of disabled learners with the help of learner profiles in order
to adapt the OCW system and educational content accordingly is still an open area of
research.
      </p>
      <p>We propose the use of ontologies to describe the accessibility knowledge required
to represent learner profiles and fostering the development of accessible OCW systems.
Formally representing this knowledge by means of ontologies can ease sharing,
integration, reuse, and reasoning as well as steer the adaptation of the OCW system and
educational content.</p>
      <p>
        In our previous work [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ], we identified the ACCESSIBLE ontology [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] to be very
suitable to represent learner profiles in OCW contexts, as it covers many relevant
accessibility aspects (i.e., disability characteristics, assistive devices, guidelines, and
standards). In this work, we extended the ACCESSIBLE ontology to include further
accessibility aspects that are needed to fully represent profiles of learners with disabilities. In
particular, we added relevant concepts from the accessibility specifications of the IMS
Global Learning Consortium [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].
      </p>
      <p>The remainder of this paper is organized as follows: Section 2 summarizes relevant
background knowledge on web accessibility and learner profiles. Section 3 introduces
the IMS AfA concepts and presents our extension of the ACCESSIBLE ontology.
Section 4 outlines the envisioned personalization system, before the paper is concluded in
Section 5.
2</p>
    </sec>
    <sec id="sec-2">
      <title>Related Work</title>
      <p>As we are interested in how accessibility information can be integrated into learner
profiles using ontologies, we examined existing standards for learner profiles and
ontologies related to accessibility and learning objects.
2.1</p>
      <sec id="sec-2-1">
        <title>Standards for Learner Profiles</title>
        <p>
          Since we are focusing on the accessibility needs and preferences of learners, two
accessibility standards are most relevant: IEEE PAPI and IMS LIP. The “IEEE Standard for
Learning Technology – Public and Private Information for Learners (PAPI Learner)” [
          <xref ref-type="bibr" rid="ref9">9</xref>
          ]
was first published in 2001. It describes portable learner records in order to exchange
learner profiles among different systems. It is composed of six categories: personal,
relational, security, preference, performance, and portfolio information. Accessibility is
not explicitly addressed in the PAPI profiles, but corresponding aspects can be
implicitly represented in the preference category.
        </p>
        <p>
          The IMS Learner Information Package (LIP) specification [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ] is composed of a
number of categories, including one for accessibility aspects. This accessibility category
is described in detail by the IMS Access For All (IMS AfA) specification [
          <xref ref-type="bibr" rid="ref2">2</xref>
          ]. IMS AfA
is a guideline and metadata specification, based on the ISO/IEC 24751-1:2008 standard,
for developing accessible learning applications and resources with respect to the learner
needs and preferences. It links the accessibility preferences of a learner through the AfA
Personal Needs &amp; Preferences (PNP) model to the learning objects defined by the AfA
Digital Resource Description (DRD). The main idea is to use similar properties and
terms for representing learner preferences and features of digital resources in order to
ease their mapping.
        </p>
        <p>
          We decided to base our work on IMS LIP because it explicitly defines web
accessibility concepts in accordance with the W3C WCAG standards and guidelines [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ]. Also,
the properties are implemented and used to enrich the educational resources metadata
at schema.org3.
3 http://schema.org/accessibilityFeature
2.2
        </p>
      </sec>
      <sec id="sec-2-2">
        <title>Ontologies for Accessibility and Learning Objects</title>
        <p>
          A number of ontologies have been developed to represent accessibility knowledge and
requirements. Some ontologies focus on the characteristics of disabilities, web
accessibility standards, and guidelines, while others define mappings of user preferences to
assistive devices [
          <xref ref-type="bibr" rid="ref5">5</xref>
          ]. Among those ontologies, we identified the ACCESSIBLE
ontology to be most suitable to represent learner profiles. It has been developed within the
EU project ACCESSIBLE4 and comprises characteristics of disabled users according
to the “International Classification of Functioning, Disability and Health (ICF)” of the
WHO5, descriptions of assistive devices and software applications, web accessibility
standards and guidelines (WAI-ARIA and WCAG 2.0), as well as assessment rules for
mapping user requirements and constraints. We also decided for this ontology because
the concepts are defined with respect to a number of widely accepted and applied
standards and guidelines (the aforementioned ICF, WAI, etc.).
        </p>
        <p>
          Other ontologies have been developed specifically for e-learning contexts, and also
take learner profiles into account: The Learning Object Context Ontologies (LOCO) are
a group of ontologies developed for an e-learning framework [
          <xref ref-type="bibr" rid="ref7">7</xref>
          ] to ease the exchange
of data among multiple educational services. Among the LOCO ontologies is also one
for representing learning preferences in accordance with the aforementioned IMS LIP
standard, but accessibility aspects are not explicitly addressed. Another related ontology
is ADOOLES (Ability and Disability Ontology for Online Learning and Services) that
has been developed to annotate learning resources [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ]. It is based on the ADOLENA
ontology [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ], which has been used to enhance search capabilities by Ontology-Based
Data Access (OBDA). ADOOLES represents knowledge in the domain of e-learning
and also includes a set of concepts describing disabilities. However, the number and
types of disabilities covered by ADOOLES are very limited and given as a simple class
hierarchy without any properties and further linking.
3
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Extending the ACCESSIBLE Ontology with IMS Concepts</title>
      <p>We reuse and extend the ACCESSIBLE ontology to represent domain knowledge of
disability types, characteristics, functional limitations, and their relations to devices and
web accessibility standards. Our ultimate goal is to recommend and apply accessibility
configurations with respect to the needs and preferences of individual learners, and let
the OCW system adapt itself and/or the educational content accordingly. In particular,
we use the “IMS Learner Information Package Accessibility” for the aforementioned
LIP model (ACCLIP) to generate learner profiles based on the IMS concepts. In the IMS
specifications, the learners are represented with respect to the assistive technologies
they are using rather than with their disabilities.</p>
      <p>One of the aims is to extend the “Access for All (AfA)” concept with additional
properties and preferences to support the use of different resources depending on the
situation and context. IMS AfA groups the user needs and preferences into three
categories: 1) display, 2) control, and 3) content, as illustrated in Figure 1. The display
4 http://www.accessible-eu.org
5 http://www.who.int/classifications/icf/en/
category describes the user’s preferences for previewing and presenting information,
whereas control defines the input devices preferred by the user. The content category
contains preferences for the content format, such as a preference for audio or visual
resources.</p>
      <p>The IMS accessibility standards include two central concepts that are not contained
in the ACCESSIBLE ontology: one containing properties of assistive technologies (e.g.,
the number of dots and cells of a braille device) and the other representing user
characteristics (e.g., education level, language). These concepts can be directly added to the
ACCESSIBLE ontology, since it already contains appropriate classes, as we will detail
in the following.
Figure 2 shows a part of the ACCESSIBLE ontology. For representing the assistive
technologies defined by the IMS standards, we extended the Device class of the ontology.
The Device class has a number of sub-classes (e.g., Braille, Screen Reader,
and Magnifier) that have, however, only a limited number of properties, namely the
type and name of the device. The class misses other properties and information about
the devices. For instance, screen readers usually have a number of properties that can
be configured in accordance with the preferences of the users, such as the speech rate
or volume. The device properties are important for representing learner disabilities and
preferences in accordance with IMS AfA. Adding the properties of the AfA
information model (cf. Figure 1) to the Device class of the ACCESSIBLE ontology allows to
capture the learner disabilities and preferences in more detail and aligns the ontology
better with the IMS AfA specifications.</p>
      <p>A benefit of representing accessibility knowledge in ontologies is that suitable
devices and properties can be inferred from the type of disability. For instance, the
ontologies can be used to recommend assistive devices and preferences to the learner based
on SPARQL queries. Listing 1.1 shows a simple SPARQL query retrieving a list of
devices that might be suitable for an autistic user. Similar SPARQL queries may be used
to retrieve the properties and possible user preferences for the devices, after we added
the information of IMS AfA to the ACCESSIBLE ontology. Since the device class is
linked with concepts from web accessibility standards (e.g., WCAG 2.0), we can also
use it to retrieve the required checklists and techniques.
1 PREFIX acc: &lt;http://www.Acces[...]ogy.com/GenericOntology.owl#&gt;
2 SELECT *
3 WHERE {
4 acc:Autism acc:Disability_has_Device ?device.
5 }</p>
      <p>Listing 1.1. Simple SPARQL query retrieving assistive devices suitable for autistic users
However, before we can retrieve information about suitable devices and properties,
we need to collect information about the user’s disabilities. A possible dialog asking the
user to enter this information is given in Figure 3, showing the needs and preferences
entered by a color-blind user as an example. The extended version of the
ACCESSIBLE ontology can be used to automatically generate such a form asking the user for
input about disabilities, available devices, and personal preferences. Users could enter
that information (or it could partly be automatically inferred from the context), and the
ontology could be populated accordingly.</p>
      <p>Furthermore, the ontology contains knowledge about user limitations and required
web accessibility success criteria, which can be used not only to generate IMS AfA
terms but also to personalize web content in OCW contexts. For example, in the given
case of a color-blind user, success criterion 1.4.6 of WCAG 2.0 requires to check if the
foreground and background color (or image) have a contrast ratio of at least 7:1. This
could be automatically validated by the OCW system, and the colors could be adapted
accordingly if they do not meet the requirements.</p>
      <p>Finally, it must be considered that learners might have multiple disabilities. Thus,
they must be enabled to enter all their impairments and the OCW system should adapt
accordingly, which might require to perform some reasoning on the ontology to find the
best combination of adaptations. A learner should also be able to define several profiles;
for example, a person with visual impairments might prefer to use a braille device at
work but a screen reader at home.</p>
      <sec id="sec-3-1">
        <title>3.2 IMS PNP Learner Specifications</title>
        <p>Figure 4 shows a part of the information model of IMS PNP, which contains the learner
preferences in IMS AfA. We extracted this information from the XML schema that
contains all AfA terms. Some properties can be directly added to the user class of the
ACCESSIBLE ontology (e.g., educationLevelofAdaptation), whereas others
can be inferred from the proposed user dialog, such as atInteroperable referring
to the assistive technology used. Yet other properties are a combination of both, i.e.,
the recommendation resulting from querying the ontology and the preference selected
by the user, such as accessModeRequired. As an example for a visually impaired
user, by querying the ACCESSIBLE ontology, we can conclude that she might want
to use a braille device, magnifier, or screen reader. We may recommend that the user
should use textual or audio resources, while she decides for audio resources according
to the preferences she stated in her profile.</p>
        <p>At the end, all of these properties and preferences should be mapped to the PNP
XML schema structure and terms, as it is a unified structure used by IMS AfA to
represent and map the information of learner preferences to educational resources.
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Envisioned Personalization System</title>
      <p>Our ultimate goal is to personalize the educational content and materials of OCW
systems with respect to the accessibility needs and preferences given in ontology-based
learner profiles. Figure 5 illustrates the architecture of the envisioned personalization
system. It makes use of the extended ACCESSIBLE ontology, incorporating the IMS
AFA specifications as described in the previous section.</p>
      <p>In a first step, the ontology is used to feed the fields of the learner profile dialog
with the related data and preferences, as described in Section 3.1. The learner creates
a personal profile by selecting his or her preferences in the dialog, and the input is
saved in an XML file. The XML file structure is based on the format specified by IMS
PNP in order to use it for the mappings to the properties of the educational resources
represented in the IMS DRD format.</p>
      <p>The personalization system module takes the profile and the ontology as an input to
capture the preferences, assistive technology requirements, accessibility guidelines and
standards related to a learner. It adapts the OCW content to these requirements, needs,
and preferences, and suggests appropriate educational resources to the learner.
In this paper, we proposed using the ACCESSIBLE ontology to represent learner needs
and preferences with respect to the accessibility requirements of the IMS AfA
specifications. IMS AfA is concerned with annotating digital resources and learner preferences
with terms that can be easily mapped. IMS AfA is mainly addressing visually and
hearing impaired users. Combining it with the ACCESSIBLE ontology will make it more
extendable and not limited to special types of disabilities. The combination of IMS AfA
and the ACCESSIBLE ontology provides more detailed descriptions of disabilities,
assistive technologies, and user preferences. Moreover, it allows to add descriptions of
other disabilities, such as cognitive impairments, which are relevant in learning
contexts, and suggests mappings to educational resources. In our future work, we plan to
implement the presented approach in the OCW system SlideWiki, and evaluate it with
disabled users.</p>
      <p>Acknowledgments. This research has been supported by the EU project SlideWiki
(grant no. 688095).</p>
    </sec>
  </body>
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