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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>The Mobile Fact and Concept Textbook System (MoFaCTS)</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Philip I. Pavlik Jr.</string-name>
          <email>ppavlik@memphis.edu</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Andrew M. Olney</string-name>
          <email>aolney@memphis.edu</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Amanda Banker</string-name>
          <email>ambanker@south-</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Luke Eglington</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Jeffrey Yarbro</string-name>
          <email>jyarbro2@memphis.edu</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Institute for Intelligent Systems, University of Memphis</institution>
          ,
          <addr-line>Memphis, TN 38152</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>An intelligent textbook may be considered to be an interaction layer that lies between the text and the student, helping the student to master the content in the text. The Mobile Fact and Concept Training System (MoFaCTS) is an adaptive instructional system for simple content that has been developed into an interaction layer to mediate textbook instruction and so is being transformed into the Mobile Fact and Concept Textbook System (MoFaCTS). In this project, MoFaCTS is being completely retooled to accept texts from a textbook and to automatically create cloze sentence practice content to help the student learn the material in the text. Additional features in the prototype stage include automatically generated refutational feedback for incorrect cloze responses and a dialog system, which will trigger a short conversation by a tutor to correct conceptual misunderstandings. MoFaCTS administers this content via a web browser, providing the teacher with score reports and class management tools. Because the “optimal practice” module is interchangeable and the cloze content can come from any text, the system is highly configurable for different grade levels, populations, and academic subjects. To foster faster research progress, data export supports the DataShop transaction format, which allows quick analysis of data using the DataShop tools.</p>
      </abstract>
      <kwd-group>
        <kwd>intelligent tutoring systems</kwd>
        <kwd>e-learning</kwd>
        <kwd>instructional design</kwd>
        <kwd>cloze</kwd>
        <kwd>reading comprehension</kwd>
        <kwd>natural language processing</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        MoFaCTS was based on the FaCT system, which was created to make faster progress
on laboratory research and its translation to the classroom [
        <xref ref-type="bibr" rid="ref6">7</xref>
        ]. MoFaCTS extends the
FaCT system with new features in addition to running in HTML5, which allows
participants on mobile devices to use MoFaCTS. The framework of MoFaCTS is based on
an implicit theory of “chunk” learning [
        <xref ref-type="bibr" rid="ref7">8</xref>
        ], which assumes that learning of chunks
occurs through discrete “trials” (e.g., a single step problem or fill-in-in the blank
sentence). As such, MoFaCTS departs from the tradition of model tracing tutors [
        <xref ref-type="bibr" rid="ref8">9</xref>
        ], which
focus on multistep problems of greater complexity, where the student is learning a
sequence of rule applications. The simplified chunk-based approach in MoFaCTS allows
the system to focus more easily on the problem selection aspect of tutoring, and how
the selected sequence can be improved. In the terminology of VahLehn [
        <xref ref-type="bibr" rid="ref9">10</xref>
        ], MoFaCTS
implements an outer loop of problem selection, which is being extended with inner loop
functionality discussed in later sections. With regard to problem selection, MoFaCTS
has been designed without strong assumptions about the optimal practice schedule. This
absence of assumptions makes it easy to adapt to the needs of specific projects.
1.1
      </p>
    </sec>
    <sec id="sec-2">
      <title>New Vision</title>
      <p>
        The new vision for MoFaCTS as a textbook system for assisting in the process of
learning written materials of all sorts comes from the realization that effective content
generation is just as important as scheduling practice for the student. This new vision brings
together the research of Pavlik, e.g., [
        <xref ref-type="bibr" rid="ref1">1, 2</xref>
        ] on optimal practice scheduling and Olney on
text analysis and computational linguistics [
        <xref ref-type="bibr" rid="ref2">3</xref>
        ] and applies this to the problem of
longterm learning of facts and concepts from texts. In this collaboration, we are working on
a three-year IES development project to create content and practice for Hole’s Human
Anatomy and Physiology textbook [
        <xref ref-type="bibr" rid="ref3">4</xref>
        ] and test this practice in a community college
context in the United States. One of the goals of this grant is to create a system that is
content free and can mediate textbook instruction in any domain. This report on our
progress highlights the systems current functionality, improvements, and the progress
we are making with data collection in the classroom
2
      </p>
      <sec id="sec-2-1">
        <title>Anatomy and Physiology</title>
        <p>Anatomy and Physiology (AP) relies heavily on a vocabulary of mostly Latin derived
words. This requires students to learn a new language while also trying to comprehend
basic facts about the body and its function, an incredibly challenging task. Commonly
used AP textbooks have electronic versions with some amount of interactivity to
improve the student experience. The ability to search terms, highlight, make notes, etc.
are often available. McGraw Hill, Wiley, and Person publishing all have online
resources that provide some form of practice based on the textbook for AP courses.</p>
        <p>The current options do not provide the flexibility available through cloze (i.e., fill in
the blanks questions) using MoFaCTS. MoFaCTS can read a body of text and produce
practice questions, offering an instructor many options for allowing them to tailor the
text to their students’ needs. By creating practice questions from any text, it allows
instructors to use supplementary texts for practice as well. This allows instructors to
quickly improve the breadth of resources available to educate students in an AP class.</p>
        <p>
          The concepts of anatomy and physiology are foundational to many programs of
study in the Health Sciences. AP courses are core requirements of Allied Health
programs such as Nursing (RN) as such AP courses have high enrollment and a broad
impact. Students consistently find these courses particularly challenging, and there is a
low success rate. According to internal records from 2016-2018 at Southwest
Tennessee Community College (Southwest), approximately 37% of API students do not earn
a “C” or above, which is the grade required to apply for most Allied Health programs.
A shortage of nurses, along with a growth in job opportunities in the coming years, has
been predicted [
          <xref ref-type="bibr" rid="ref4 ref5">5, 6</xref>
          ]. This places even more importance on improvement in
comprehension and retention of AP material leading to greater student success. This makes
better methods to educate students in this material particularly valuable.
3
        </p>
      </sec>
      <sec id="sec-2-2">
        <title>Cloze Practice Creation</title>
        <p>
          Content creation is a challenge for any adaptive learning system. For intelligent tutoring
systems (ITS), in particular, the content creation problem has led to the development of
a subfield of authoring tools by which ITS can be more efficiently created [
          <xref ref-type="bibr" rid="ref10 ref11">11, 12</xref>
          ],
including tools that create content quasi-automatically by inferring it from correct and
incorrect user actions [
          <xref ref-type="bibr" rid="ref12 ref13">13, 14</xref>
          ].
        </p>
        <p>
          Text-based cloze item practice is aligned with several theoretical constructs
underlying reading comprehension. The first construct is prior knowledge [
          <xref ref-type="bibr" rid="ref14">15</xref>
          ]. Prior
knowledge has been shown to have significant positive effects on reading
comprehension over the past 50 years [
          <xref ref-type="bibr" rid="ref15 ref16 ref17">16-18</xref>
          ]. High prior knowledge compensates for low reading
skill during reading comprehension [
          <xref ref-type="bibr" rid="ref18">19</xref>
          ], and moderates the interaction between
reading skill and text difficulty [
          <xref ref-type="bibr" rid="ref19">20</xref>
          ]. Text-based cloze practice enhances prior knowledge
by strengthening memory for the text. The second construct is vocabulary knowledge.
It is well known that specialized content areas, like AP, have their own vocabulary.
New vocabulary can significantly impede comprehension even when at the relatively
low levels of one new word per 20 words encountered [
          <xref ref-type="bibr" rid="ref20">21</xref>
          ]. When texts exceed this
threshold, the standard implicit learning mechanisms for learning new vocabulary (i.e.,
guessing meaning from context) have limited effectiveness [
          <xref ref-type="bibr" rid="ref21 ref22">22, 23</xref>
          ]. Cloze instruction
has similarities to both traditional flashcard instruction that pairs a word with its
definition as well as richer vocabulary instruction that focuses on the contextual usage of a
word, and cloze, definition instruction, and rich instruction have all been found to have
positive effects on reading comprehension [
          <xref ref-type="bibr" rid="ref23 ref24">24, 25</xref>
          ]. Finally, the ICAP Hypothesis [
          <xref ref-type="bibr" rid="ref25">26</xref>
          ]
predicts that overt learning activities are predictive of learning outcomes, such that
interactive &gt; constructive &gt; active &gt; passive activities, because of the cognitive processes
that are necessarily engaged during each of these activity types. Cloze practice is by
nature constructive because it requires the student to retrieve the correct word or phrase
to complete the sentence.
        </p>
        <p>
          Cloze creation from textbooks is distinct from ITS content generation in the respect
that cloze creation has a strong random baseline. In other words, one can create valid
cloze items simply by randomly selecting sentences from a textbook and the words to
delete from those sentences (cloze targets), but there is no analogous random generation
procedure for ITS. However, to make cloze items that are actually effective at
promoting learning and reading comprehension [
          <xref ref-type="bibr" rid="ref2">3</xref>
          ], our approach leverages the same
techniques used in our parallel work on quasi-automatic ITS generation [
          <xref ref-type="bibr" rid="ref13">14</xref>
          ]. As further
discussed below, our current work is beginning to bridge the gap between MoFaCTS
and ITS by adding inner loop functionality.
        </p>
        <p>
          While there are objectively two steps of cloze creation, sentence selection, and word
selection, these steps can take place in different orders depending on pedagogical goals.
When the goal is vocabulary learning, word selection naturally precedes sentence
selection so that sentences are selected based on whether they contain the target
vocabulary. In contrast, when the goal is reading comprehension, sentence selection naturally
precedes vocabulary selection so that sentences are selected based on their contribution
to a situation model of the text (i.e., a coherent mental model of the text; for an
introduction see [
          <xref ref-type="bibr" rid="ref14">15</xref>
          ]).
        </p>
        <p>
          Since both vocabulary learning and reading comprehension are pedagogical goals in
the MoFaCTS intelligent textbook system, words and sentences are initially selected
jointly. Joint selection is achieved using co-references in the text, i.e., nominal phrases
that refer to the same entity. Using standard terminology in NLP, a sequence of
coreferring nominal phrases is a co-reference chain. Entities that appear multiple times in
the text, or equivalently, in longer co-reference chains, are more likely to be important
in the text, and relations between those entities are more likely to be important in a
situation model of the text. Cloze items created by using co-reference chains to select
the corresponding words and sentences involved in those chains are, therefore, more
likely to target the sentences and vocabulary important to a situation model of the text.
Our initial selection procedure uses the length of co-reference chains and the number
of chains in a given sentence to select sentences and simultaneously select the nominal
phrases in these sentences as cloze targets. Sentences that contain (i.e., intersect) at least
three co-reference chains of at least length two are prioritized, as a heuristic, but the
combined length of chains in a sentence is otherwise used to rank sentences such that
those with the summed chain length are prioritized. This approach is slightly different
from our previous work that used only the heuristic with an additional heuristic based
on discourse parse nuclearity [
          <xref ref-type="bibr" rid="ref2">3</xref>
          ]. The precise number of sentences and corresponding
cloze targets returned are free parameters determined by the user, but if no parameters
are given, defaults to approximately 50% of the sentences in the text with an average
of two targets per sentence. Therefore, the initial cloze item creation process can be
viewed as a type of extractive summarization [
          <xref ref-type="bibr" rid="ref26">27</xref>
          ].
        </p>
        <p>
          Jointly selected sentences and words via co-reference chains are used to create the
initial set of cloze items, but additional cloze items are created from the sentences using
syntactic and semantic annotations to define additional cloze targets. These additional
items can be viewed as elaborations of the discourse-driven backbone of the text
defined by the initial set of coreference-generated items. Syntactic annotations in the form
of dependency parses [
          <xref ref-type="bibr" rid="ref27">28</xref>
          ] are used to select the subject and objects of verbs (both direct
and indirect objects) as well as the objects of prepositions. Semantic annotations in the
form of semantic role labels are further used to create cloze targets that correspond to
arguments of the verbal predicate [
          <xref ref-type="bibr" rid="ref28">29</xref>
          ]. The arguments are determined both by the
predicate itself (e.g., sleep is intransitive) as well as the specific use of the predicate.
Additionally, adjunct arguments are targeted to capture important relationships like
negation, cause, direction, and time. For example, “John slept because he was tired,”
contains a causal adjunct beginning with because that would be targeted for cloze. As with
syntactic annotations, the specific targeted words for cloze are nominal only, and so in
this last example would not include the word because but rather nominal constitutents
of the adjunct.
        </p>
        <p>
          The focus on nominal entities is consistent across all cloze generation methods and
reflects an emphasis on the relational properties between entities, or equivalently the
propositional structure of the text. In the reading comprehension literature, this is
referred to as a propositional textbase model [
          <xref ref-type="bibr" rid="ref14">15</xref>
          ], containing only the information that
was explicitly in the text. The textbase is a necessary precursor of the situation model,
which is an elaboration of the textbase with information from outside the text itself,
e.g., connections to prior knowledge. One way of thinking of the situation model is that
it is constructed through sense-making of the text, i.e., as an explanation for how ideas
in the text are related to each other and the outside world. Our current and ongoing work
in cloze generation and optimal sequencing reinforces sense-making processes in order
to promote the construction of a situation model for optimal reading comprehension.
        </p>
        <p>Using co-reference chains to select sentences ensures that all sentences are
connected by an entity, or in the case of our priority heuristic above, three different entities.
The strong entity connections across sentences create a context by which MoFaCTS
can sequence entity-related items in novel ways. Consider the sentences in Table 2
involving the word gene. As a skilled reader reads the text, they are able to integrate
information about gene across sentences, even when there may be multiple intervening
sentences that don’t include the word gene. The cloze item creation approach above
ensures that important words like gene are represented across multiple cloze items. The
sequencing behavior of MoFaCTS further creates sequences of these related items that
bring them closer together when a student incorrectly answers an item with the target
gene. By bringing them closer together in the practice sequence, MoFaCTS
compensates for the skill level of readers who were not previously able to make connections
between separated sentences. In our current work, we are exploring additional
sectionbased clustering in addition to this more global clustering, which we believe will
support practice on smaller interconnected clusters.</p>
        <p>Sentence
The unit of genetic information is a gene, which encodes a protein.</p>
        <p>Messenger RNA molecules can represent different parts of a given
gene, so that the 20,325 genes actually encode 100,000 to 200,000
different proteins.</p>
        <p>However, information from human genome sequences and about
which genes are expressed under specific circumstances is providing a
new view of physiology as a complex interplay of gene functions.</p>
        <p>For example, development of cardiovascular disease may reflect not
only inheritance of specific gene variants that control blood pressure,
blood clotting, and lipid metabolism, but also lifestyle influences such
as stress, smoking, poor diet, and lack of physical exercise that may
affect the expression of those genes in negative ways.</p>
        <p>Another way in which MoFaCTS could support situation model construction is by
changing the ordering of these items with respect to the text, e.g., reverse ordering.
Novel orderings both build a more robust memory representation for the items that is
independent of the text order and allow the reader to engage in sense-making beyond
that licensed by the original order of the text. One way of conceptualizing this property
is that while knowledge can be viewed as structured in a graph, a text is inherently
linear in how it communicates that graph, i.e., a text represents just a single possible
traversal, or walk, of the graph. The connectedness of our cloze items ensures that
MoFaCTS can take many different traversals of the same graph, allowing the student
to make connections between concepts that were not foregrounded in the original
presentation.</p>
        <p>Finally, we have added several feedback features that are bridging the gap between
MoFaCTS as an outer loop system and inner-loop systems like ITS. The default
MoFaCTS feedback is correct/incorrect, where incorrect is further supplemented by the
correct answer. Student answers need not be exact: edit distance is used to give students
credit for “close” answers, and acronym mapping gives students credit for using an
acronym in place of a phrase or vice versa. However, the default MoFaCTS feedback
does not analyze the student’s error and provide error-specific feedback.</p>
        <p>
          We have implemented two forms of elaborated feedback, refutational feedback, and
tutorial dialogue. Refutational feedback currently uses glossary-driven natural language
generation to provide a paragraph response to a student’s incorrect answer that defines
both the nominal phrase in the student’s incorrect answer (concept B) and the nominal
phrase in the correct answer (concept A). For example, if the following cloze item were
presented, “The brain connects to the spinal cord through the brain stem.”, and the
student replied with nervous system, then the system would reply with, “Nervous system
is not right. The right answer is brain stem. The difference is that the nervous system is
a network of cells that sense and respond to stimuli in ways that maintain homeostasis,
and the brain stem is a portion of the brain that includes the midbrain, pons, and medulla
oblongata.” The rationale behind this approach is that when a student gives an incorrect
answer, they are potentially revealing three knowledge deficits: concept A, concept B,
and the difference between A and B. The refutational feedback addresses all three
potential deficits, whereas the default feedback only addresses concept A. Addressing all
three potential knowledge deficits simultaneously may increase the efficiency of
MoFaCTS by remediating erroneous knowledge before it is explicit. In the near term,
we plan to diagnose errors and construct feedback at a finer resolution using concept
maps [
          <xref ref-type="bibr" rid="ref29">30</xref>
          ].
        </p>
        <p>
          Tutorial dialogues, launching in response to a student error, take the feedback of
MoFaCTS even closer to an inner loop by providing step-level instruction. Using
question generation techniques [
          <xref ref-type="bibr" rid="ref13">14</xref>
          ], tutor hints and prompts are generated for each cloze
item, and then the questions are delivered according to the AutoTutor-type sequence of
hint, prompt, and elaboration [
          <xref ref-type="bibr" rid="ref30">31</xref>
          ]. For example, the cloze item, “Connections from the
cerebral cortex, including the limbic system, can influence autonomic centers and
increase both sympathetic and parasympathetic activities.”, would be converted into the
hint “Tell me about autonomic centers.” and prompt “What can influence autonomic
centers and increase both sympathetic and parasympathetic activities?”, followed by
the elaboration, “It is important to remember that connections from the cerebral cortex,
including the limbic system, can influence autonomic centers and increase both
sympathetic and parasympathetic activities.” When the student types in their answer to each
hint or prompt, it is assessed for correctness using textual entailment [
          <xref ref-type="bibr" rid="ref31">32</xref>
          ]. This textual
entailment approach gives two ratings, entailment and contradiction, which are used to
determine the polarity of feedback (positive vs. negative), the magnitude of the
feedback (e.g., positive, positive-neutral, or neutral), and whether the student has answered
correctly enough that the dialogue should terminate and normal MoFaCTS operation
should continue. As illustrated by this example, the current tutorial dialogue feedback
remediates cloze item errors but does not create a refutation. Our ongoing and future
work is investigating how to create refutational dialogues.
3.1
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Syllabification and Hints</title>
      <p>
        Hints in MoFaCTS are given by syllabifying the cloze answer and then displaying
one or more of the syllables as a hint to the user. Syllables were chosen as the hint
methodology due to them offering a consistent, meaningful unit that helps strengthen
the student’s phonetic and orthographic representations of words. By enriching these
representations, along with the semantic representations targeted by cloze items, the
overall quality of a cloze word’s mental representation should increase as detailed by
the Lexical Quality Hypothesis [
        <xref ref-type="bibr" rid="ref32">33</xref>
        ]. This could be especially important in scientific
fields such as Anatomy and Physiology, where words commonly share meaningful
affixes (e.g. ‘neurocyte’ and ‘cytoplasm’). For detailed information on how
syllabification is performed, see Ash [
        <xref ref-type="bibr" rid="ref33">34</xref>
        ]. An example is shown in Figure 1.
      </p>
      <p>
        The strength of these hints (or “cues”) have important consequences on learning.
Providing strong hints may increase the likelihood that a student responds correctly and
quickly and may allow them to answer more questions. Providing strong hints can be
especially important when students are new to an educational topic. However,
providing overly strong hints may make the task too easy and reduce the learning for that trial
[
        <xref ref-type="bibr" rid="ref34">35</xref>
        ]. On the other hand, a very weak cue may promote more learning, but also introduce
a higher risk of failure (and thus increased time cost). Balancing the relative gains and
costs associated with hint difficulty is important, and there is some evidence that
adaptively cueing can benefit memory. For instance, Fiechter &amp; Benjamin [
        <xref ref-type="bibr" rid="ref35">36</xref>
        ] provided
evidence that varying the strength of cues improved student learning of English-Iñupiaq
word pairs (e.g., tea–saiyu). They found that increasing hint difficulty as practice
progressed (e.g., tea-sai__ vs. tea-s___) provided better learning gains than fixing the
difficulty of the hints for all trials.
      </p>
      <p>Results of the different hint conditions (Spring 2020 data) are shown in Figure 2.
Since the selection of hint condition for each item (only those responses with 3 or more
syllables were eligible) was fully random, and 24 students did more than 100 trials
(12,407 total trials aggregated), the data was well configured for a repeated measures
comparison of the causal effect of the number of syllables on performance. Using
repeated measures ANOVA, we compared the subject means for first 2 trials in each of
the 3 conditions and found a highly significant difference (Wilk’s Lambda = .309, F
(2,22) = 24.596, p &lt; .0005,  2 = .691). Post hoc comparisons (Bonferroni corrected)
showed no hint was significantly different from 1 or 2 hints (p &lt; .0005), and 1 and 2
hint syllable conditions were also significantly different from each other (p = .011).</p>
      <p>The model implemented for Summer 2020 makes use of these results by computing
expected recall probability as a function of hinting. This adaptivity is expected to
improve the efficiency of practice as well as increase the motivation of the student (under
the assumption that successes with more moderate difficulty items are preferred relative
to greater difficulty).</p>
      <p>We intend to further quantify hint strength by adding 3 additional factors to the
model: Pointwise Mutual Information (PMI), syllable length, and syllable position.
These are described in detail below. PMI will be used to measure the mean association
between syllables within a cloze answer. The idea is that the higher the association
between a syllable and the other syllables within an answer, the stronger the hint it
provides. To perform the mean PMI calculation, we first create cloze items and
syllabify each answer within the clozes. This data is then used to calculate the probabilities
of occurrences and co-occurrences for each syllable. Considering syllable length means
when a syllable contains a greater proportion of a word’s characters, it contains more
information about that word. This makes it such that a longer syllable should naturally
serve as a stronger hint than a shorter one.
4</p>
      <sec id="sec-3-1">
        <title>Optimized Delivery</title>
        <p>
          Determining the order in which to present items is an active area of research [
          <xref ref-type="bibr" rid="ref36 ref37">37, 38</xref>
          ].
There are general recommendations [
          <xref ref-type="bibr" rid="ref38">39</xref>
          ], as well as more specific model-based
approaches that incorporate theories of spacing, testing, and forgetting [
          <xref ref-type="bibr" rid="ref39">1, 40</xref>
          ].
Modelbased approaches that adapt according to prior student performance outperform more
fixed schedules [1]. MoFaCTS offers the ability to schedule practice according to
specific difficulty thresholds. For instance, in MoFaCTS one could practice a set of items
with the order determined by an optimal efficiency threshold (OET) of .9. This would
mean that whatever item had an estimated recall closest to .9 would be practiced next.
Distance from .9 could be absolute distance or ceiling (e.g., whatever is closest to, but
less than). This threshold effect is shown in Figure 3, which shows performance across
repetitions in our Fall data. Despite this being a memory task that could become very
easy with repetitions, the algorithm is able to maintain practice at a relatively constant
difficulty level.
        </p>
        <p>
          Of course, recall probability needs to be known to implement such scheduling.
MoFaCTS allows custom models to be used to estimate recall probabilities of all
practice items and updates those estimates on every trial. Models can be as simple or
complicated as desired. Model choice has substantial influence over the efficacy of the
threshold chosen. For instance, if practicing whatever item is closest to a .9 threshold,
the two models described in Equations 1 and 2 below would lead to very different
behavior. Equation 2 includes a forgetting parameter, and so even if an item was practiced
to above .9 in one session, that item would eventually fall below .9 again and be
practiced. In contrast, Equation 1 simply uses a count of attempts and a slope to estimate
knowledge. Memory decay is not assumed in Equation 1, and thus items can actually
be entirely dropped from practice. Together, custom models and difficulty thresholds
allow substantial flexibility to apply known models, e.g. [
          <xref ref-type="bibr" rid="ref36 ref40">37, 41</xref>
          ] to improve learning,
but also to carry out experimentation [
          <xref ref-type="bibr" rid="ref41">42</xref>
          ]. There are broad implications to learning with
MoFaCTS guided by a learner model and a practice difficulty threshold. For instance,
if the model includes parameters in which recall probability is influenced by time (e.g.,
spacing, decay), then different practice thresholds will induce different (adaptive)
spacing intervals.
ꞵ  
ꞵ     −
(1)
(2)
        </p>
        <p>Equation 1 includes a learning parameter ꞵ for each KC i, multiplied by the number
of prior attempts N for KC i made by student j. In Equation 2, this value is multiplied
by the elapsed time t since the KC was first practiced by the student j, with a decay
parameter d.</p>
        <p>
          Our current model for the AP project has three main assumptions that allow us to
infer the OET accurately. First, the model has an assumption of a quadratic effect of
prior practices as a function of their difficulty [
          <xref ref-type="bibr" rid="ref41 ref42">42, 43</xref>
          ], using different effect curves for
success and failure, which makes the effect of successes and failure different quantities,
like the performance factors analysis model [
          <xref ref-type="bibr" rid="ref43">44</xref>
          ], second, there is the assumption of
forgetting as a function of recency, and third, there is the assumption of differential time
costs for failures and success. Using the model of these effects, we inferred the optimum
values. Our OET was found to be .7 in Fall 2019, .71 in Spring 2020, and .72 for
Summer 2020, showing a remarkable consistency despite these inferences differing greatly
in the input data and the model used. Figure 4 illustrates the OET curve in use for
Summer 2020. The input model was calibrated with Fall 2019 and Spring 2020 data (N =
26,225).
        </p>
      </sec>
      <sec id="sec-3-2">
        <title>MoFaCTS Instructor Management Functions</title>
        <p>Most instructor functionality is new to MoFaCTS and includes the ability to create
content, create classes, assign content to classes, and lookup student performance in classes
for assigned content units. We will be working to improve these functions over the
duration of the grant. One of the main challenges in this is to provide easy access for
both students and teachers. Our current system is configured to allow student to use
their university single sign on identity to log into our system.
6</p>
      </sec>
      <sec id="sec-3-3">
        <title>MoFaCTS Content Management Functions</title>
        <p>MoFaCTS has two primary unit types, learning (described in the Optimized Delivery
section above) and assessment, which define its two main modes of application. Both
kinds of units are specified in the control file for each “tutor,” which is called the tutor
definition file (TDF). Each tutor definition file begins with a number of preliminaries,
including the initial randomization commands. To enable comparisons of different
assessment or learning conditions, the system also automatically randomizes into any
number of between-subjects conditions. This choice is recorded in the data for each
subject and reinstated when they begin new sessions from the same root TDF, so
multisession between-subjects comparisons with counter-balancing are easily enabled.</p>
        <p>The assessment unit allows traditional experimental designs and requirements (e.g.,
counter-balancing) to be enforced. Assessment units allow for complex schedules of
content, where the TDF author has specified the number of repetitions and the location
in the sequence for each repetition of each item. Each repetition may be a test with or
without feedback or a passive study opportunity. Assessment units may be used for
quizzes in a classroom setting or for experiments looking at practice, forgetting,
learning, and/or recall. In the case of AP, this type of unit is used for class surveys throughout
the development process. In an experimental context, the system allows additional
sequence level randomization, to make sure blocks of the same items are individually
randomized so that spacing conditions are not predictable. Any number of assessment
units can be strung together, which allows pretest, practice, and posttest portions to be
organized individually to compose a larger experiment.
6.1</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Item Types</title>
      <p>The system supports two other main forms of test items in addition to cloze: the
multiple-choice items (which appear in button form for touchscreen responsiveness) and the
short-answer items. Basic feedback for all item types displays the correct answer for a
fixed period of time or until the user hits the spacebar, as specified in the TDF. If the
trial is a short answer item, more complex branching feedback is allowed, which
compares the response with a number of wrong responses, each of which has specific
feedback text in the stimulus file.</p>
      <p>Since both the system and the user may be frustrated and deterred in their goals by
incorrectly marked cloze or short answer responses, the system provides a few ways to
identify correct responses with some flaws or ambiguity. These include partial
matching using regular expressions, simple Levenshtein proportion errors, or Levenshtein
proportion for multiple synonyms. Each of these methods offers different advantages
depending on the test type. Regular expressions allow answer specification to pick up
the presence of keywords for short answer responses, to automatically score relatively
complex responses. Levenshtein proportion marks an item correct if some proportion
of the letters are correct (e.g., 75%).
6.2</p>
    </sec>
    <sec id="sec-5">
      <title>Datashop Export and Amazon Turk Integration</title>
      <p>
        The system provides native export to the DataShop tab-delimited format style with
several custom fields. This functionality means that data collected in the system can be
immediately imported into DataShop for analysis, storage, and/or presentation [
        <xref ref-type="bibr" rid="ref44">45</xref>
        ]. As
part of the new LearnSphere project, the DataShop is being expanded to include a
graphical workflow analysis tool with multiple methods (http://learnsphere.org/).
MoFaCTS users will be able to take advantage of these resources immediately. Further,
there is a library of prior analyses already shared within the community for DataShop
formatted files (https://pslcdatashop.web.cmu.edu/ExternalTools).
      </p>
      <p>The system also provides integration with Amazon’s Mechanical Turk (MTurk)
service. This integration was added to ease the administrative burden often encountered
when running experiments with large numbers of participants recruited via MTurk. A
researcher can oversee the experiment via a management screen within MoFaCTS that
shows the current progress of all participants. From the same screen, the researcher may
approve payment for a participant’s work and/or pay a post-payment bonus. If using
the “lockout conditions” discussed previously, researchers may craft an automated
message that the system will send to Mechanical Turk users when their lockout expires
(e.g., email a reminder after a one-week retention interval).
MoFaCTS was built using Meteor, a framework based on Node.js, which uses a single
programming language (JavaScript) for both the client and server logic.
Communication between the two sides of the architecture is handled transparently by the
framework. This architecture conveniently off-loads any complex computations needed to
compute practice schedules to the client machine, which allows much larger numbers
of users to interact with the system simultaneously.
7</p>
      <sec id="sec-5-1">
        <title>Conclusions</title>
        <p>MoFaCTS was created as a research tool to investigate the effect of instructional
sequence manipulations. The system is released on bitbucket.org as open-source software
(https://bitbucket.org/ppavlik/MoFaCTS/overview). As development to create a
textbook instruction system continues, we welcome collaborators interested in new
domains and contexts. Continued development is focused on refining existing capabilities
and completing the addition of the refutation and dialogue features for remediating
student misconceptions.</p>
        <p>This work was supported by the Institute of Education Sciences (IES; R305A190448).
Any opinions, findings, and conclusions or recommendations expressed in this material
are those of the authors and do not necessarily reflect the views of IES. This work was
also supported by the National Science Foundation (NSF) Data Infrastructure Building
Blocks project, Learner Data Institute project, and DataWhys project, under Grant Nos.
(1443068, 1934745, and 1918751) and the University of Memphis Institute for
Intelligent Systems.
8
9</p>
      </sec>
      <sec id="sec-5-2">
        <title>Acknowledgments References</title>
      </sec>
    </sec>
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