=Paper= {{Paper |id=Vol-306/paper-2 |storemode=property |title=Learn@Work: Competency Advancement with Learning Templates |pdfUrl=https://ceur-ws.org/Vol-306/paper02.pdf |volume=Vol-306 |authors=Wilco Bonestroo,Tobias Ley,Barbara Kump,Stefanie Lindstaedt }} ==Learn@Work: Competency Advancement with Learning Templates== https://ceur-ws.org/Vol-306/paper02.pdf
Proceedings of the 3rd Workshop on Learner-Oriented Knowledge Management & KM-Oriented E-Learning




                               Learn@Work:
               Competency Advancement with Learning Templates

                      Wilco Bonestroo1, Tobias Ley2, Barbara Kump2, Stefanie Lindstaedt2
                                  1
                                      University of Twente, Enschede, The Netherlands
                                                 w.j.bonestroo@utwente.nl
                                               2
                                                 Know-Center, Graz, Austria
                                           {tley, bkump, slind}@know-center.at



                   Abstract. The APOSDLE project aims to improve knowledge worker
                   productivity by supporting work-integrated learning. Our Work@Learn
                   approach is based on re-using a wide variety of knowledge artefacts within an
                   organization (such as project reports and meeting notes) for learning. Typically
                   these artefacts have been built without any teaching objectives in mind. Within
                   this contribution we present the way competencies are handled within the first
                   APOSDLE prototype and how competency gaps are automatically identified.
                   We then show how the APOSDLE Learning Tool automatically generates
                   learning events relevant to the competency gap by utilizing organizational
                   knowledge artefacts. Early evaluation results of the prototype are provided and
                   future improvements are discussed.

                   Keywords: Workplace learning, work-integrated learning, competency based
                   learning, electronic leaning environment, Learning Templates.



            1 Introduction

            The challenge of the Learn@Work approach is to compile new learning material,
            using existing organizational content that was not necessarily created with teaching in
            mind [17][18]. This approach does not rely on the availability of specifically created
            (e)Learning content. We aim to tap into all the digital resources of an organizational
            memory which might encompass project reports, studies, notes, intermediate results,
            plans, graphics, etc. as well as dedicated learning resources, 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 knowledge
            workers in a way that they can advance their competencies with it?
               Within another contribution to this conference we explore the technological aspects
            which have to be addressed in order to meet this challenge. These include specifically
            searching for context-relevant resources, automatically splitting up these resources
            into meaningful pieces and enhancing them with metadata to create rich “learning
            artefacts”. Within this contribution we will focus on how such learning artefacts can
            be dynamically assembled into Learning Events (see below for detailed explanation)




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            2

            which support a learner in the development, maintenance or advancement of a
            specific competence. These Learning Events go beyond simply presenting context-
            relevant resources but in addition provide learning guidance by automatically
            applying instructional design rules. In the following, we will first present our
            understanding of competencies and the underlying knowledge space theory which
            allows for effective competency gap analysis. Based on this understanding we will
            then show how the idea of Learning Templates [20] has been adapted to bridge the
            identified competency gaps. The results of an early evaluation of the developed
            software are provided. We conclude this paper with our ideas on future work on the
            Learn@Work approach.
               The work and ideas presented here are the outcome of the APOSDLE project
            (Advanced Process-Oriented Self-Directed Learning Environment) that offers
            individual learning support to people working with information and contributing new
            content to an organisation’s knowledge pool. These “knowledge workers” include
            engineers, researchers, software developers, consultants, and designers. APOSDLE
            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.



            2 A Function-Based View on Competencies

            The use of competencies has often been advocated as a way to deal with the
            challenges in workplace learning [10][19]. Specifically, competencies are being used
            to more closely relate learning to organizational requirements such as organizational
            goals or task requirements. Putting personal competencies in the centre of
            professional education seems necessary as the content of tasks is changing so rapidly
            that requirements can not be defined in detail. The shift to competencies is therefore
            not a fashionable hype but a necessity for organizations to cope with uncertainty.
               Because the concept of competency is of research interest in a huge number of
            different scientific disciplines (e.g., psychology, educational sciences, economics), the
            term competency lacks a standardized scientific definition. Nonetheless, in all of these
            disciplines, competency is interpreted as a roughly specialized system of individual
            and/or collective abilities, proficiencies, or skills that are necessary or sufficient to
            reach a specific goal [26].
               In the Learn@Work approach, we define competencies as personal characteristics
            of job holders which they bring to bear in different situations. Competencies are
            hypothetical constructs which determine performance in a job. The term performance
            is understood to encompass all behaviours relevant for the accomplishment of a
            certain task in a specific situation [23].




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                                                                                    Learn@Work:
                                              Competency Advancement with Learning Templates 3

            This function-based view on competencies has a number of advantages for work-
            integrated learning as intended for APOSDLE. First, it allows for deriving a worker’s
            learning needs by comparing task demands with the competencies the worker has
            available. Within the APOSDLE prototype, the worker’s competencies are stored in
            the user profile. That way, competency gap analysis is performed based on individual
            existing and desired levels of skills and knowledge [15]. A personalization of learning
            experiences is attained by matching resources that fit individual competency
            requirements of workers. Hence, the user profile constitutes the rationale for
            individualised educational interventions and has to be updated according to the
            learning progress. Ideally, this update happens to a large extent automatically, as the
            learning environment detects the learner’s use of the system. In the case of work-
            integrated learning, where learning happens directly in the task context, there exists a
            potential for updating the user profile according to past task executions (task-based
            competency assessment) instead of diagnosing competencies in extensive (self-)
            assessment sessions.


            Competency Model

            In order to perform both, task-based competency assessment, and competency gap
            analysis, a formal model is needed that allows for inferences on what competencies
            are required for a certain task. Given such a model, conclusions could be drawn from
            a worker’s task performance on her minimum competency state. Given the
            competency state of a worker, and the competency requirements of a task at hand, a
            discrepancy could be identified and educational interventions could be initialised.
               Ley, Lindstaedt and Albert [16] have suggested Competence based Knowledge
            Space Theory as a model to formalize competencies and their connection to
            workplace performance for work-integrated learning. With the Competence based
            Knowledge Space Theory, Korossy [14] has introduced an extension of Knowledge
            Space Theory [8]. Knowledge Space Theory has been developed in the 1980s and 90s
            as an attempt to model a person’s competence as close as possible to observable
            behaviour. It is predominantly concerned with the diagnosis of knowledge and has
            been applied in adaptive testing and tutoring scenarios and system [2][11]. The
            fundamental idea of knowledge space theory is that a person’s knowledge state in a
            certain domain can be understood as the set of problems this person is able to solve.
            Since solution dependencies exist among the problems, it is possible to present a
            person only a subset of all problems of a domain in order to diagnose his/her
            knowledge state. The collection of all possible knowledge states is called a knowledge
            space. A knowledge space is a partial order and is stable under union.
               In an attempt to develop Knowledge Space Theory further, Korossy suggested that
            in addition to the set of problems, one should look at the set of competencies that is
            knowledge, skills and abilities needed to solve the problems. This would generate
            information on the reasons for different levels of performance, and thereby help to
            suggest learning measures. Similar to the set of questions, competencies are also
            structured in a competence space which results from a surmise relation on the set of
            competencies.




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            4

            The relationship between the two sets (questions and competencies) is formalized by
            an interpretation function which maps each problem to a subset of competence states
            which are elements of the competence space. This subset of competence states
            contains all those competence states in each of which the problem is solvable. The
            interpretation function induces a representation function which assigns to each of the
            competence states all problems which are solvable in that competence state. Which
            problems are solvable is determined by the interpretation function.
               The Competence based Knowledge Space Theory has been applied in technology
            enhanced learning applications. For example, Hockemeyer et al. [12] have assigned
            “competencies required” and “competencies taught” as metadata to a collection of
            learning objects. Thereby, prerequisite structures are derived for the eLearning
            content which allow for adaptive tutoring. New course content could easily be
            integrated, as metadata was only held locally.
               The first prototype of the APOSLDE system contains a competency model for the
            learning domain requirements engineering. 47 tasks in this domain were derived from
            expert interviews, and 33 competencies were found to be necessary to perform these
            tasks. The competency model also consisted of a mapping of which competencies are
            required for which of the tasks. The APOSDLE competency model as well as the
            method for its construction and validation is given in [15].
               Currently, the user profile of an APOSDLE user is filled by selecting each task the
            worker is able to perform, which defines the performance state. The worker’s
            competence state is inferred from her performance state. When the worker selects a
            task from a list, the APOSDLE system performs competency gap analysis by
            comparing the task requirements (interpretation function) with the worker’s
            competence state. According to the worker’s competency gap, the APOSDLE system
            provides her with learning resources that are related with the missing competencies.
            The selection and initialization of learning resources is handled by the learning tool
            (see next chapter).



            3 Learning Templates to Support Self-Directed Learning

            Within APOSDLE, the Learning Tool is responsible for managing and supporting the
            learning process. In this section, we outline the Learning Tool’s conceptual ideas,
            present an overview of the developed software and we conclude with the results from
            the early evaluation sessions.

            Conceptual Ideas
            The Learning Tool is based on the principles of self-direction in learning, and on the
            relationship between types of desired learning outcomes and instructional strategies.
            We provide a short description of these two principles below.
               According to Knowles, self-directed learning is ‘a process in which individuals
            take the initiative in designing learning experiences, diagnosing learning needs,
            locating resources, and evaluate learning’ [13] (p. 18). Accordingly, the self-directed
            learning process consists of five consecutive steps: the identification of a learning
            need, the identification of a learning goal, the search for learning material, the




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                                                                                     Learn@Work:
                                               Competency Advancement with Learning Templates 5

            selection and implementation of a learning strategy, and the evaluation of the learning
            outcome. This is similar to Stubblefield’s four phases, described by Brockett and
            Hiemstra: initiating, planning, managing, and evaluating [5]. The Learning Tool aims
            to support Knowles’ steps in the learning process.
               The second principle on which the tool is based is the relationship between types of
            learning goals and instructional strategies. This approach is based on Robert Gagné’s
            conditions of learning [9]. Classification of learning goals is a commonly used
            technique in instructional design [1][4][21][24]. Our classification was derived from
            Anderson and Krathwohl. Following these authors, every competency in APOSDLE
            was classified as either: remember, understand, apply, evaluate, or create. To search
            for material that can be used for learning, we classified the available material using an
            instructional classification with the types: conclusion, definition, example,
            explanation, guideline, howto, question, and summary. For this classification, we
            were inspired by the IMAT project [7] in which fragments of learning material were
            classified and used to support the authoring of training material. In the Learning Tool
            we borrow from the IMAT approach. The Learning Tool selects a Learning Template
            based on the desired learning outcome. New learning material is compiled according
            to the selected Learning Template and the search process is guided by the
            classification of the material.

            Learning Templates

            The essential concept in the APOSDLE Learning Tool is the Learning Template.
            Learning Templates are typical templates whose empty slots can be filled with
            material such as text and images. The structure of the templates is based on
            instructional design principles. Accordingly, an instructional strategy can be
            implemented in a Learning Template. The templates define both what type of material
            should be presented and what activities learners should undertake. For example,
            templates can start by providing an
            explanation followed by an
                                                                                 Header
            exercise. The Learning Templates
            only need to be created once.
            Thirty-four Learning Templates
            were created to support the                                          Content
            learning of the five types of
            competencies. To automatically
            generate      learning     material,
            APOSDLE searches for fragments                                       Engagement
            that fit the slots of the Learning                                   Activity
            Templates. We refer to a filled-in
            Learning Template as a Learning
            Event. Learning Events are
            presented to APOSDLE’s users.
            Figure 1 shows a filled-in Learning
            Template. Learning Events contain Fig. 1.
            Engagement Activities that are Learning Event with three sections.




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            6

            intended to actively engage the user in the learning material. For example, users are
            asked to compare examples and to critique provided definitions.
               Our current design supports the first four steps that were identified in Knowles’
            five step model. In APOSDLE, the learning need is identified either by users
            themselves or (in the future) by the system. After a learning need is identified, a
            learning goal is selected. In APOSDLE the learning goals are represented as
            competencies. These competencies describe the desired learning outcomes and are
            classified according to the classification presented before. The selection of a Learning
            Template is performed by the APOSDLE Learning Tool. This selection is based on
            the type of the selected competency. Then, appropriate learning material is identified
            and the material is used to create Learning Events. The user can select the created
            Learning Events from a list. The final step, the evaluation of the learning outcome, is
            not performed in the first prototype.

            Early Evaluation
            For the formative evaluation of the APOSDLE prototype we performed several
            evaluation activities, including expert walkthroughs (with usability and instructional
            experts), evaluation sessions at the application partners and evaluation sessions with
            students. In terms of Kirkpatrick’s four-level evaluation model [22], we mainly
            focused on the first and the second level: the users’ reaction to APOSDLE and, to a
            lesser degree, their learning results. In the student evaluation sessions twelve students
            participated in the one-hour sessions. The participants were asked to complete a
            requirements engineering task, while supported by APOSDLE. The studies showed
            that participants did learn from the tool and that they were able to complete tasks that
            they would not be able to complete without the tool. The participants did not use all
            the sections of the Learning Events alike. For example, only 17 percent of the
            participants used the Engagement Activities. Those who did use them appreciated
            them. However, the other participants did not appreciate them. In their review of
            literature on tool use Clarebout and Elen [6] found that ‘students who receive
            instructional cues or encouragement to use certain options, use the available tools
            more compared to students who do not receive these cues or encouragement’ (p. 403).
            This could explain our findings, because we did not provide instructional cues during
            our sessions.
                Currently, APOSDLE presents fragments of documents. The fragments were cut
            out of the original document and APOSDLE provided no feedback on the location of
            the original document. The evaluation sessions that were performed at the application
            partners revealed that the users did not appreciate this approach. Besides, the
            information provided by the documents was sometimes difficult to link to the
            competencies to acquire. Obviously, the effectiveness of Learning Templates can only
            be studied when the provided content is suitable.



            Future work

            The next version of APOSDLE will take into account the differences between
            learners to enhance learning. Smith and Ragan [24] referred to the way people learn




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                                                                                        Learn@Work:
                                                  Competency Advancement with Learning Templates 7

            as cognitive styles, Tennant [25] mentioned learning style and conceptual style. We
            will develop instructional strategies that consider both the users’ stable characteristics,
            such as their cognitive styles, and the users’ changing characteristics, such as their
            level of expertise. Therefore, the Learning Tool uses the information that is stored in
            the User Competency Profile and the information available in other models, such as
            the integrated domain and competency model.
               In the first APOSDLE prototype, the competency model is mapped onto a domain
            model (ontology) in order to select appropriate learning resources. Both, the mapping
            and the annotation of learning resources with domain model elements were done
            manually. In the second prototype, the competency model will be embedded into the
            domain ontology in order to avoid the mapping between the two. Moreover, a tool
            will be developed for performing supervised automated document annotation.
               Additionally, the Learning Tool will provide sequences of learning material.
            Currently, every Learning Event is self-contained and Learning Events do not include
            references to other Learning Events. However, some subjects and learning goals are
            harder to master and cannot be learned in one learning session. In the Learning Tool
            we want to develop the functionality to construct a sort of plan consisting of a series
            of Learning Events.
               For the next versions of the APOSDLE system, the evaluation sessions will
            gradually shift the focus from Kirkpatrick’s lower evaluation levels, such as reaction,
            towards the higher levels, such as the learning results and the behavioral changes in
            the workplace.



            Acknowledgements

            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.



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