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    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Proposed Standard for Metadata Tagging with Pedagogical Identifiers</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Jeanine A. DeFalco</string-name>
          <email>jeanine.a.defalco.ctr@mail.mil</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>Oak Ridge Associated Universities</institution>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>US Army Research Laboratory</institution>
        </aff>
      </contrib-group>
      <fpage>73</fpage>
      <lpage>80</lpage>
      <abstract>
        <p>The constantly evolving domain of adaptive training warrants an examination of standards for adaptive instructional systems (AIS), specifically in the area of metadata tagging as it relates to the methods to curate, apply, and evaluate content in the authoring process. Metadata tags provide information not only to authors of AIS's, but are key in driving learning object searches. Metadata tagging represents key micro-communications between systems and search engines, and its absence limits the ability to meaningfully consume and exchange information with learning management systems. In the effort to standardize tools and methods for authoring content for generalizable AIS's, this paper will advocate for establishing a standard on metadata tagging methodology for learning objects that would include pedagogical identifier codes. The establishment of this standard would not only ease efforts in the development and implementation of learning designs for AIS's, but would promote efforts to expand the aims of AIS's to push beyond domain specific content mastery tasks to support broader cross-disciplinary discriminate intelligence in learners.</p>
      </abstract>
      <kwd-group>
        <kwd>Standards</kwd>
        <kwd>Adaptive Instructions Systems</kwd>
        <kwd>Metadata tagging</kwd>
        <kwd>Pedagogical identifiers</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        The constantly evolving domain of adaptive training warrants an examination of
standards for adaptive tutoring systems, specifically in the area of metadata tagging.
Metadata tags provide information not only to authors of tutoring system, but are key
in driving learning object searches. Metadata tagging represents key micro-
communications between systems and search engines, and without it, limits the ability to
meaningfully consume and exchange information with learning management systems. As
such, in the effort to standardize tools and methods for authoring content for adaptive
instructional tutoring systems (AIS’s), this paper will limit its scope to reviewing the
gap that exists in the report regarding the metadata management requirements and
existing solutions for European Union (EU) Institutions and Member States [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], critique
the current IEEE Learning Object Metadata (LOM) standard regarding the interactivity
element of the Educational category in the LOM data model [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], and propose a revision
of this element for AIS’s to standardize pedagogical identifier codes (PIC) based on
Bloom’s Revised Taxonomy in order to support efforts to create learning environments
that move beyond mere content mastery to supporting learners’ discriminate
intelligence [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ].
2
      </p>
    </sec>
    <sec id="sec-2">
      <title>Gap in Report of ISA Data Standards Governance</title>
      <p>
        In 2014, the Interoperability Solutions for European Public Administrations (ISA)
Programme reported on their commissioned study aimed at recommending coordination
of data standards, governance, and management within and between different
organizations at both the national and EU level to promote greater interoperability between
information systems. The results of this study identify the set of high-level processes
for managing the lifecycle of metadata, propose a governance structure for data
standards including roles and responsibilities, as well as identify tools and best practices for
managing and consuming data standards [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
      </p>
      <p>
        To begin with, the authors of this report identify the need for standardizing primary
data models and reference data, and distinguish the relevant obstacles for addressing
both. Data models -- as a collection of entities, their properties and relationship to each
other -- represent conceptual or real-world elements. When changes are intended for
data models, what is needed is a strongly managed implementation plan aligned with a
software upgrade cycle [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Reference data, on the other hand, is data used to organize
and categorize data consisting of codes and descriptions or definitions. Since changes
in reference data is more loosely linked to the functionality of applications, it does not
have a disruptive effect on functionality [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Examples of reference data includes type
codes (codes and values to categorize an object by type), and descriptive taxonomies
and vocabularies that consist of stable lists of codes and values of real-world objects.
For the purposes of this paper, the advocacy for standards regarding metadata tagging
is less a call for change in standards pertaining to existing data models, but rather is a
call to design and create current reference data codes targeted for AIS’s as it relates to
educational activity learning objects, which would include redesigning and creating
descriptive type codes based on domain established pedagogical taxonomies.
      </p>
      <p>
        Within this context, then, the gap in the ISA report as it relates to metadata tagging
standards can be found in how the ISA addressed and proposed standards for the
different phases of the lifecycle of metadata [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. The different phases of the lifecycle of
metadata were identified as: documentation; maintenance and updating; sharing and
reusing; and designing and creating [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Accordingly, there was a recommendation to
establish standards for metadata management, documentation, and representation, but
the area of designing and creating was identified as outside the scope of the report [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
Importantly, this omission is particularly relevant to adaptive instructional designers,
because the designing and creating of metadata standards is arguably an area of neglect
that if remedied could have a positive effect on how content is identified and then
reused in designing an adaptive instructional environment. What follows is an analysis
of the current flawed IEEE Learning Object metadata model standard [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], as well as a
critique as to how the educational category of this schema can be redesigned by way
of creating pedagogical identifiers.
      </p>
    </sec>
    <sec id="sec-3">
      <title>IEEE LOM Conceptual Data Schema</title>
      <p>
        The IEEE Learning Object Metadata (LOM) is a metadata model consisting of
conceptual data schema designed in a way to allow for extensions to the established
schema, such as new vocabularies or taxonomies [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. These vocabularies and
taxonomies act as qualifiers for the nine established sections or categories: general, lifecycle,
metametadata, technical, educational, rights, relation, annotation, and classification
[
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. The IEEE LOM standard specifies the semantics and syntax via attribute elements
so learning objects can be used, re-used, or referenced in a learning platform.
      </p>
      <p>
        Within the educational category, there are eleven elements with accompanying
descriptors: interactivity type; learning resource type; interactivity level; semantic
density; intended end user role; context; typical age range; difficulty; typical learning time;
description; and language [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. It is this first element, the interactivity type that is flawed
in its current iteration, and most specifically warrants a reexamination and a design
revision for standardizing metadata tagging for AIS’s.
      </p>
    </sec>
    <sec id="sec-4">
      <title>Proposal for Pedagogical Identifier in Educational</title>
    </sec>
    <sec id="sec-5">
      <title>Category of IEEE LOM</title>
      <sec id="sec-5-1">
        <title>Tagging learning objects to support learning designs</title>
        <p>The argument to design, create, and standardize pedagogical tagging rests in the issue
that content and learning objects in and of themselves do not necessarily lead to greater
learning. Rather, content is merely the vessel through which learning occurs. Tagging
content absent of a contextualization of how the content can support learning limits its
potential applicability across a range of domains, and does not help AIS designers and
authors to find content that best supports a learning objective.</p>
        <p>What is needed in addition to tagging content and learning objects is the learning
objective: identifying how the content supports critical thinking and discriminate
intelligence. Discriminate intelligence here means the ability to distinguish between not
just right and wrong answers, but between good-better-best answers, and generating
unique solutions to ill-defined problem sets. Therefore, prescribing a standard for
metadata tagging that identifies what skills learning objects support would not only
contribute to broad educational aims across a range of domains, but it would allow for
learning objects to be reused and referenced across domains that might normally be
filtered out because of limiting tagging identifiers.</p>
        <p>
          The importance of creating high quality consistent metadata for learning resources
has been an area of concern in the e-learning area since the inception of the LOM as a
standard, as is the recognized need for better use of pedagogies to enhance
instruction/learning [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ]. Nitchot and Gilbert [
          <xref ref-type="bibr" rid="ref5">5</xref>
          ] advocate for authors to provide metadata
information that would assist in searching for pedagogically relevant Web pages that
would requires tagging with a corresponding capability and a context.
        </p>
        <p>
          Some suggested approaches to tagging has included using a collaborative approach
for tagging to overcome problems associated with establishing a formal ontology
creation [
          <xref ref-type="bibr" rid="ref6">6</xref>
          ]. Others have proposed revising educational metadata profiles to characterize
digital educational resources that modifies the existing elements of IEEE LOM
schema, but this work is still limited to identifying the resource itself and does not
incorporate knowledge domain or learning outcome ontologies or taxonomies [
          <xref ref-type="bibr" rid="ref7">7</xref>
          ].
        </p>
        <p>
          As has been identified by other researchers [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ], if learning systems seek semantic
interoperability and optimization of enhanced instruction/learning, they should
incorporate and adapt an existing ontology that includes a pedagogical framework that can
standardize tagging of learning objects. In that context, then, this paper advocates not
only for a revision of the LOM metadata model, but to adopt the existing ontology of
Bloom’s Revised Taxonomy and adapt it to achieve improved interoperability for AISs
developers and authors.
4.2
        </p>
      </sec>
      <sec id="sec-5-2">
        <title>IEEE LOM Interactivity Type in Educational Category</title>
        <p>
          Currently, the IEEE LOM description for the Interactivity Type element within the
Educational Category is described is as follows: “active: active learning is supported by
content that directly induces productive action by the learner; expositive: expositive
learning occurs when the learner’s job mainly consists of absorbing the content
exposed to them; mixed: a blend of active and expositive interactivity types” [
          <xref ref-type="bibr" rid="ref2">2</xref>
          ]. Not
only is this a reductionist model of learning, it is does not allow for tagging elements
that covers learning objectives beyond the cognitive domain, namely, the affective and
sensorimotor domains. While a recent analysis of metadata formats for data sharing [
          <xref ref-type="bibr" rid="ref9">9</xref>
          ]
noted that the LOM standard complemented by the MODS (Metadata Object
Description Schema) allows for entering an identifier element to extend its definition, and in
this way, it is suitable for describing links to learning objects, it still does not establish
a standardized model or process applicable for AIS developers or authors.
Accordingly, not only should this particular reference data model be revised to change the
limited definitions of learning types, but for the purposes of establishing standards for
AIS’s, this metadata model should redefine the interactivity element and create tagging
identifiers according to established pedagogical taxonomies.
4.3
        </p>
      </sec>
      <sec id="sec-5-3">
        <title>Pedagogical identifiers for adaptive instructional systems</title>
        <p>
          The advocacy for using pedagogical identifiers is not a new idea. Hadji, Choi, and
Jemni’s [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ] presents a conceptual model of a courseware generation system that uses
a pedagogical scenario model to support pedagogical flexibility in the adaptive
courseware generation system. Notably, they compose pedagogical scenarios using a
pedagogical identifier code that is given to reference each pedagogical scenario stored
in a repository, including pedagogical objectives that identify the objective to achieve
through the pedagogical scenario being modeled. Further, they identify the following
pedagogical models which while not comprehensive are established examples:
presentation, problem solving, discussion, brainstorming, games, simulation, role playing,
case study, project design method, question and answer method [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ]. These models
also include an activity-sequencing that can be used to apply a particular pedagogic
scenario.
        </p>
        <p>
          Essentially, the Hadji, Choi and Jemni model [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ] is a sound one, except the authors
rely on the prior 1956 iteration of Bloom’s Taxonomy [
          <xref ref-type="bibr" rid="ref11">11</xref>
          ] (see Figure 1) [
          <xref ref-type="bibr" rid="ref12">12</xref>
          ] in which
the ordering of cognitive skills was organized according to nouns:
        </p>
        <p>
          In 2001, however, Bloom’s Taxonomy [
          <xref ref-type="bibr" rid="ref11">11</xref>
          ] was revised [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ] and it is here where we part
ways with the Hadji, Choi, and Jemni’s model of pedagogical identifiers.
4.4
        </p>
      </sec>
      <sec id="sec-5-4">
        <title>Bloom’s Revised Taxonomy of 2001 in standardizing metadata tagging</title>
        <p>
          Bloom’s Revised Taxonomy of 2001 [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ] (see Figure 2) was the result of a group of
instructional researchers, cognitive psychologists, and curriculum theorists’ efforts to
emphasize higher-order thinking development of learners, highlighting skill
development. In this revision, the taxonomy uses verbs instead of nouns, and swaps the highest
of the thinking skills “evaluation” with “creation,” – a meaningful and substantive
change.
        </p>
        <p>
          Today in face-to-face classrooms, Bloom’s Revised Taxonomy continues to be used
as a tool to balance assessments with assignments for the purposes of insuring all orders
of thinking are addressed in students’ learning [
          <xref ref-type="bibr" rid="ref13">13</xref>
          ]. As a well-established taxonomy
within the field of Education and Educational Psychology, not only has Bloom’s
Revised Taxonomy become the backbone of many teaching philosophies, but it has been
used in curriculum designs to identify content that best works as a vessel through which
to teach skills.
        </p>
        <p>The importance of Bloom’s Revised Taxonomy discussion lays in the fact that to
propose an effective design for the standardizing metadata tagging for AIS’s, the
inclusion of pedagogical identifiers should rest both on widely accepted industry
practices and be useful for the aims and purposes of designing and reusing AIS learning
objects. Adopting a standard that would encourage AIS designers and authors to use
metadata tagging that contextualizes content within Bloom’s taxonomical framework
could aid in more effective selection of content to support learning aims, as well as
broaden the scope of possible learning objects that can be incorporated in a learning
course that might otherwise be overlooked if tagged ineffectively and limited by mere
content identifiers.</p>
        <p>
          In sum, this proposed standard is in line with the ISA efforts to maintain a standard
for structural metadata management for different phases of the lifecycle of metadata,
in particular by addressing the ISA’s gap of addressing designing and creating of
metadata tagging for learning objects [
          <xref ref-type="bibr" rid="ref1">1</xref>
          ]. More importantly, however, adopting a
metadata tagging standard that includes pedagogical identifiers could help influence
AIS’s designers and authors to think beyond merely populating courses with domain
        </p>
      </sec>
    </sec>
    <sec id="sec-6">
      <title>Conclusion</title>
      <p>specific content, but rather think more purposefully about designing environments
support both content mastery and discriminate intelligence.</p>
      <p>In all, the value of establishing a metadata tagging standard for AIS’s that includes
pedagogical identifiers based on Bloom’s Revised Taxonomy is anchored in the fact
that content, in and of itself, does not promote greater learning nor support the
development of discriminate intelligence. Rather, it is the way in which a learning
environment is designed and implemented, the pedagogy used, and the outcomes one seeks to
achieve through content that yields robust learning outcomes and improved
discriminate intelligence.</p>
      <p>Ultimately, the significance of establishing a standard for AIS’s with Bloom’s
Revised Taxonomy pedagogical identifiers allows for a more manageable and reusable
method of employing a metadata tagging tool for authoring adaptive instructional
courses, particularly across a range of domains whose learning objectives and desired
outcomes are not limited by a narrowly constructed understanding of what learning
activities look like and do. Future work in this area should include how the proposed
meta-data standard would be applied, the types of pedagogical information that would
be included in this standard, how this standard would be mapped in relevant systems, a
more in-depth analysis and comparison of Bloom’s Revised Taxonomy versus other
established learning taxonomies, as well as determining whether other elements of the
IEEE LOM metadata standard warrant similar design revisions for AIS standards.</p>
    </sec>
    <sec id="sec-7">
      <title>Acknowledgements</title>
      <p>This research was sponsored by the US Army Research Laboratory and was
accomplished under Cooperative Agreement Number W911NF-17-2-0152. The views and
conclusions contained in this document are those of the authors and should not be
interpreted as representing the official policies, either expressed or implied, of the Army
Research Laboratory or the U.S. Government. The U.S. Government is authorized to
reproduce and distribute reprints for Government purposes notwithstanding any
copyright notation herein.</p>
    </sec>
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