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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Scruffy Technologies to Enable (Work-integrated) Learning</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Stefanie Lindstaedt</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Peter Scheir</string-name>
          <email>pscheir@know-center.at</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Armin Ulbrich</string-name>
          <email>aulbrich@know-center.at</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Know-Center</institution>
          ,
          <addr-line>Inffeldgasse 21a 8010 Graz</addr-line>
          ,
          <country country="AT">Austria</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>The goal of the APOSDLE (Advanced Process-Oriented SelfDirected Learning environment) project is to support work-integrated learning of knowledge workers. We argue that work-integrated learning requires extreme flexibility on a variety of aspects from supportive learning systems. This flexibility can not be achieved by typical (neat) eLearning systems. In this contribution we present how a battery of scruffy technologies (e.g. combining semantics, associative networks and collective intelligence approaches) can be utilized to achieve this flexibility for user profile maintenance and contextbased retrieval.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        On the other hand new learning approaches such as work-integrated learning (see
        <xref ref-type="bibr" rid="ref6">(Lindstaedt 2006)</xref>
        for possible scenarios) and organizational learning put one
requirement in the center of attention: Flexibility. Being closer to the application of
knowledge (rather than on the internalization of knowledge) such approaches
critically rely on providing always the newest available content in ever changing learning
situations. While in traditional course-oriented eLearning one could still manage the
large amount of design work (also because the learning domains stayed rather stable)
this is not the case any more in these new settings. Here we have to satisfice for the
best possible available learning information instead of striving for the best designed
eLearning content.
      </p>
      <p>Thus, in such situations it is simply impossible to create and maintain such a
carefully crafted network of interdependent learning pieces and structures. Instead, we
have to move towards embracing approaches which enable us to best deal with
change – while at the same time accepting their side effects such as a lower level of
accuracy, likelihood of errors and not always optimal instructional design.</p>
      <p>
        Within this paper we present possibilities of moving away from the purely neat
approaches of instructional design (based on hand crafted verified formal models) to
the application of scruffy technologies (hybrid approaches which also take empirics
into account) to enable work-integrated learning. The “intelligence” within such
systems may be “seen as a form of search, and as such not perfectly solvable in a
reasonable amount of time”
        <xref ref-type="bibr" rid="ref3">(Gigerenzer &amp; Todd, 1999)</xref>
        .
      </p>
      <p>We present the APOSDLE approach of applying a battery of advanced scruffy
technologies to bridge the gap between coarse grained models and fine grained
learning needs. The ultimate goal of this research is to minimize or at best fully eliminate
the need for formal models. This will also significantly reduce the amount of human
effort needed to create eLearning systems. Our approach follows the motto: Better
about right, than exactly wrong.</p>
    </sec>
    <sec id="sec-2">
      <title>APOSDLE Scruffy Approach</title>
      <p>APOSDLE offers individual learning support to people working with information and
contributing new content to an organisation’s knowledge pool. These “knowledge
workers” may include e.g. engineers, researchers, software developers, consultants,
or designers. It follows a “learn @ work” approach meaning that learning takes place
in the user’s immediate work environment and context. It offers integrated support for
all three roles a knowledge worker interchangeably fills at the workplace: the role of
the worker, the role of the learner, and the role of the expert (for more details please
refer to www.aposdle.org). APOSDLE is funded within the European Commission’s
6th Framework Program under the IST work program. It is an Integrated Project
jointly coordinated by the Know-Center, Austria’s Competence Centre for
Knowledge Management, and Joanneum Research. APOSDLE brings together 12 partners
from 7 European Countries.</p>
      <p>The foundation for the APOSDLE approach is to not rely on specifically created
(e)Learning content but to reuse existing (organizational) content which was not
necessarily created with teaching in mind. We tap into all the resources of an
organizational memory which might encompass project reports, studies, notes, intermediate
results, plans, graphics, etc. as well as dedicated learning resources (if available) such
as course descriptions, handouts and (e)Learning modules. The challenge we are
addressing is: How can we make this confusing mix of information accessible to the
knowledge worker in a way that she can advance her competencies with it?</p>
      <p>A frequently traveled path (also within eLearning systems) is the creation of
finegrained semantic models which allow for the categorization and retrieval of such
resources. But as we discussed above, the creation of such models, their maintenance
and the annotation of resources with their concepts prove prohibitive in a dynamic
environment. Thus, the APOSDLE approach is a hybrid one: complementing coarse
grained semantic models (maintained as much as possible automatically, see below)
with the power of diverse associative methodologies, improved over time through
usage data and user feedback (collective intelligence).</p>
      <p>Here the models play two roles: serving as initial retrieval triggers and providing
the basis for simple inferences and heuristics to interpret user interactions. A
disadvantage of this approach is that “statements” made by the system such as “this
resource helps you to understand the concept of use case modeling” or “this person has
expertise in use case writing” rely on empirical observations with no claim to
accuracy. However, users have become increasingly accustomed to this concept through
their usage of (internet) search engines. Also, obsolete models do not provide any
added value and additionally are in danger of providing a false sense of security.</p>
      <p>Within our research we have identified two main areas in which this hybrid
approach can be applied: context-based retrieval and user profiles maintenance. And
since for the time being, we were not able to make this happen without semantic
models we propose how the creation and maintenance of such models can be
supported with scruffy technologies as well. In the following we shortly sketch out our
solution ideas and present the core of the first prototype of the APOSDLE Platform.</p>
      <sec id="sec-2-1">
        <title>Semantic Modeling Support</title>
        <p>In order to support work-integrated learning a system needs to have knowledge about
the learning domain, the work processes in which knowledge from the learning
domain needs to be applied, the relationship between work tasks and required
competencies, and the relationships between these. The creation of these models for any real
world application is far from trivial (a fact we also experienced painfully while
working on our first APOSDLE prototype). Thus, the approach taken here is to settle for
coarse grained models, to discover parts of these models automatically based on the
analysis of the knowledge base and the user interactions, to propose meaningful
mappings between these partial models and finally to provide them to the knowledge
engineer together with tools which help her in their analysis, modification and
maintenance based on usage data. Such tools could:
• propose domain concepts based of automatic extraction of keywords from
the knowledge base
•
•
•
•
•
•
propose initial domain and process structures (and their mappings) based on
automatic extraction of partial semantic structures from the underlying
systems (e.g. folder hierarchies, workflow systems)
propose domain model based metadata for annotating resources based on
automatic clustering algorithms
check the coverage of a domain model with resources from a knowledge
base based on automatic clustering algorithms
propose relationships between model concepts based on automatic mappings
analyze models based on usage data
channel user feedback concerning model evolution and tagging of resources
directly to the knowledge engineer</p>
        <p>
          Within the first APOSDLE prototype we have created a number of plug-ins for the
ontology editor Protégé which support the knowledge engineer in many of the ways
described above
          <xref ref-type="bibr" rid="ref8 ref9">(Pammer et al. 2006, 2007)</xref>
          .
        </p>
      </sec>
      <sec id="sec-2-2">
        <title>Context-based Retrieval</title>
        <p>The semantic models together with the resource annotations allow for an initial,
coarse retrieval. However, these retrieval results will most likely be to general for a
specific user context. Thus, the semantic models need to be complemented with a
variety of similarity measures both on the semantic and the resource level. An
associative network can be utilized to integrate semantic as well as text and multi-media
based retrieval by building up connections based on:
• automatic identification of similarities between domain model concepts
based on graph analysis algorithms (e.g. nearest neighbour)
• automatic identification of similarities between resources based on text or
multi-media analysis algorithms
• automatic maintenance of these similarity measures based on usage data and
user feedback</p>
        <p>The Associative Network (see Figure 1) is used for context-based retrieval of
resources. It is queried by the User Profile Service (see below) for resources
corresponding to the current context of the user.</p>
        <p>
          For processing the information present in the Associative Network a technique
called spreading activation is employed. Spreading activation originates from
cognitive psychology (cf.
          <xref ref-type="bibr" rid="ref1">(Anderson 1983)</xref>
          ) where it servers as mechanism for explaining
how knowledge is represented and processed in the human brain. The human mind is
modeled as network of nodes, which represent concepts and are connected by edges.
Starting from a set of initially activated nodes in the net, the activation spreads over
the network (Sharifian &amp; Samani 1997). During search, energy flows from a set of
initially activated information items over the edges to their neighbours. The
information items with the highest level of energy are seen to be the most similar to the set of
nodes activated initially. A detailed introduction to spreading activation in
information retrieval can be found in
          <xref ref-type="bibr" rid="ref2">(Crestani 1997)</xref>
          . A description of our studies on the
topic can be found in
          <xref ref-type="bibr" rid="ref6 ref9">(Scheir &amp; Lindstaedt 2006)</xref>
          .
        </p>
        <p>Semantic similarity is
provided by Semantic</p>
        <p>Service
######</p>
        <p>###
####
####
###
####
#####
####
###</p>
        <p>Concept layer</p>
        <p>Concepts are
semantic metadata
to Knowledge</p>
        <p>Artefacts
Document layer</p>
        <p>Content-based
similarity is
provided by
Classification</p>
        <p>Service
Term layer</p>
      </sec>
      <sec id="sec-2-3">
        <title>User Profiles</title>
        <p>
          Especially within work-integrated learning it is essential that the context of the user
can be discovered from her actions and that her competencies can be inferred from
the task executions. Utilizing the established mapping between tasks and
competencies
          <xref ref-type="bibr" rid="ref5">(Ley 2007)</xref>
          it should be possible to:
• automatically discover a user’s work task based on user interactions (e.g.
        </p>
        <p>keystrokes, application usage) in relationship to the process model
• automatically infer a user competencies based on task execution heuristics
• improve user profiles based on usage data and user feedback</p>
        <p>
          The User Profile Service serves as a repository for user-related information and as
an engine enabling the APOSDLE system to infer information about the user.
Information about the user is referred to as user context. The user context has been defined
during the development process to be ‘the substrate in which events occur and
(which) allows a meaningful interpretation of data. Furthermore, the context is
characterized by a relevant subset of all surrounding potentially dynamic (e.g. temporal,
environmental) information and (external and internal) conditions’ (Ulbrich et al.
2006). Information and conditions are subsumed under a meta-model, which consists
of three separate models for the first prototype (task model, competency model and
domain model). For two pairs of models mappings are defined. Mappings related
elements from one model to the elements from another model. The User Profile
Service utilizes a history-based user profile representation where activities of users are
stored in a database together with a timestamp and the element from the meta-model,
which had been involved in the interaction
          <xref ref-type="bibr" rid="ref7">(Montaner 2003)</xref>
          .
        </p>
        <p>
          The services, which the User Profile Service provides are aligned with Kobsa’s
conception
          <xref ref-type="bibr" rid="ref4">(Kobsa 2001)</xref>
          of tasks to be executed during a personalization process:
acquisition, representation or secondary inference and production of content. Here the
main focus is on the inference task. Examples for the services provided by the User
Profile Service are the maintenance of a user’s personal profile (i.e. her user data like
name, address, organisation etc.), storage and provision of – among others -- a user’s
task and competency history, inference of a user’s competencies from the tasks she
has executed, and inference of a user’s level of expertise with respect to a given
competency in relation to other users.
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Acknowledgements</title>
      <p>APOSDLE is partially funded under the FP6 of the European Commission within the IST work
program 2004 (FP6-IST-2004-027023). The Know-Center is funded by the Austrian
Competence Center program K plus under the auspices of the Austrian Ministry of Transport,
Innovation and Technology (www.ffg.at) and by the State of Styria.</p>
      <p>Scheir, P. &amp; Lindstaedt, S. N. (2006), A network model approach to document retrieval taking
into account domain knowledge, in Martin Schaaf &amp; Klaus-Dieter Althoff, ed., LWA 2006,
Lernen - Wissensentdeckung - Adaptivität, 9.-11.10.2006 in Hildesheim, Universität
Hildesheim, pp. 154-158.</p>
      <p>Sharifian, F. &amp; Samani, R. (1997), Hierarchical spreading of activation, in Farzad Sharifian,
ed.,Proc. of the Conference on Language, Cognition, and Interpretation, IAU Press, pp.
110.</p>
      <p>Ulbrich, A., Scheir, P., Lindstaedt, S.N., &amp; Görtz, M. (2006), A Context-Model for Supporting
Work-Integrated Learning, in Wolfgang Nejdl, &amp; Klaus Tochtermann (eds.) Innovative
Approaches for Learning and Knowledge Sharing, Lecture Notes in Computer Science, Vol.
4227, Springer Verlag, Heidelberg, pp. 525—530.</p>
    </sec>
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