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  <front>
    <journal-meta>
      <journal-title-group>
        <journal-title>Workshop: Towards the Future of AI-Augmented Human Tutoring in Math Learning, July</journal-title>
      </journal-title-group>
    </journal-meta>
    <article-meta>
      <title-group>
        <article-title>MATHia and LiveLab⋆</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Stephen E. Fancsali</string-name>
          <email>sfancsali@carnegielearning.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Michael Sandbothe</string-name>
          <email>msandbothe@carnegielearning.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Steve Ritter</string-name>
          <email>sritter@carnegielearning.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Carnegie Learning, Inc.</institution>
          ,
          <addr-line>Pittsburgh, PA 15219</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2023</year>
      </pub-date>
      <volume>07</volume>
      <issue>2023</issue>
      <abstract>
        <p>While efective for student learning, high-dosage tutoring can be costly. One promising area for achieving greater eficiency and lower costs is the augmentation and provisioning of human (possibly remote) tutoring support with data-driven guidance from artificial intelligence (AI)-driven adaptive learning software and related applications. We consider work to date on supporting classroom mathematics instructors with data from such systems, focusing on Carnegie Learning's MATHia and its LiveLab companion app for teacher classroom orchestration. We describe on-going research and a “road map” for learning analytics research on detector models and software feature development to orchestrate human tutoring in addition to more traditional classroom instruction.</p>
      </abstract>
      <kwd-group>
        <kwd>High-dosage tutoring</kwd>
        <kwd>Intelligent tutoring systems</kwd>
        <kwd>Orchestration</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>Japan</p>
      <p>Before considering LiveLab’s support for classroom instructors, we consider three contexts
in which learners might interact with human tutors (as opposed to classroom instructors
or computer based ITSs). Our aim is to compare and contrast needs for orchestrating more
traditional classrooms using an ITS like MATHia with contexts in which learners using an
ITS are supported by (human) tutors. We consider promising avenues for future research
investigating how to use data to support tutoring contexts and scenarios as well as a road map
for new software feature development for LiveLab and related orchestration tools to support
learning.</p>
      <sec id="sec-1-1">
        <title>1.2. Tutoring Orchestration</title>
        <p>The global pandemic has drastically increased the demand for approaches that address so-called
“learning loss.” One especially popular approach for which there is strong evidence is
highdosage tutoring (e.g., [6]). Building on its analog and digital products and services, Carnegie
Learning has introduced tutoring services, delivered by state-certified math teachers, generally
via remote/virtual mechanisms like video conferencing software.</p>
        <p>In current research and development eforts, Carnegie Learning and its research partners
(many represented at the present workshop), are considering three diferent contexts for
initiating tutoring services with students:
• Student-Initiated Tutoring: Students individually seek out on-demand, one-on-one help
from a tutor (or schedule a one-on-one session with a tutor for the near future).
• Tutor-Initiated Tutoring (or Data-Driven Tutoring): Students are identified in real-time as
requiring support, and a tutor initiates a one-on-one session with one (or more) student(s),
empowered with students’ elements of their recent ITS data to better understand how to
provide just-in-time support.
• Scheduled Tutoring: Students are allocated to regular, (generally) small-group tutoring
sessions, which typically occur twice a week for 30-60 minutes for (often) 10-week
“rounds,” based on criteria established by their schools to provision available tutors to
students who need support.</p>
        <p>Carnegie Learning’s tutoring services, delivered to nearly 10,000 learners in the 2022-23
school year, are a combination of student-initiated and scheduled tutoring. Recent field testing
with research partners at a single school site has begun to explore possibilities for data-driven,
tutor-initiated tutoring. While tutoring initiated by a (possibly remote) tutor is a promising
area for increasing eficiency and equity in tutoring delivery, we are exploring how all methods
of tutoring and more traditional classroom instruction can be better “orchestrated” with AI
supports and data through MATHia and LiveLab,1.</p>
        <p>The need for data-driven or tutor-initiated tutoring is motivated by at least one pre-pandemic
investigation into how tutoring services are used by learners using computer-based, adaptive
ITSs like MATHia, which illuminated the need for data-driven augmentation and provisioning
of such services for eficient, more equitable delivery. Fancsali et al. [ 7] considered the extent
to which remote-learning users of Cognitive Tutor (MATHia’s predecessor) sought out support
1or related apps like PLUS (https://tutors.plus/)
from human tutors using a chat-based tutoring service. They found that this kind of
“studentinitiated,” on-demand tutoring was used extensively by a small proportion of users, with 2.1% of
16,905 learners in the sample of university-level ITS users accounting for 55.4% of total session
time with chat-based tutors. Over 80% of learners (13,585) made no use of the human, chat-based
tutoring service at all. While far from conclusive, this distribution suggests that some learners
are over-using resources while others are, with near certainty, not making use of resources
despite having some needs for additional support. This suggests student-initiated tutoring alone
may result in many students who would benefit from tutoring support not seeking out such
support.</p>
        <p>Whether orchestrating instructors’ classrooms or tutors’ tutoring (regardless of how initiated),
there are at least two opportunities for AI-augmented orchestration support: identifying the
appropriate learners to support and providing the instructor or tutor with helpful information
that will empower them to better support identified learner(s). We now consider MATHia and
ways in which LiveLab supports classroom instruction with MATHia, before we consider our
road map for research and development and how supports for classroom instructors may (not)
transfer to the case of tutoring.</p>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>2. MATHia &amp; LiveLab</title>
      <sec id="sec-2-1">
        <title>2.1. MATHia</title>
        <p>
          MATHia (previously Cognitive Tutor [
          <xref ref-type="bibr" rid="ref1">1</xref>
          ] is an ITS for middle school and high school mathematics
used by 600k+ learners each year. Typically, MATHia is used as part of a blended curriculum that
has students work at their own pace in the adaptive ITS software for approximately 40% of their
instructional time (often two math class periods per week), while the remaining instructional
time is facilitated by instructors guided by Carnegie Learning’s work-texts on collaborative
problem-solving and related activities.
        </p>
        <p>MATHia presents students with complex, multi-step math problems (see Figure. 1). Steps
within problems are generally mapped to one or more knowledge components (KCs) [7], and
context-sensitive hints and feedback are available at each step. Sets of KCs are clustered in topics
or “workspaces” that present students with multiple opportunities to practice and demonstrate
mastery of all KCs associated with a topic.</p>
        <p>Student progress to KC mastery is monitored using Bayesian Knowledge Tracing (BKT) [8],
and students make progress through a sequence of workspaces that comprise their curriculum
by demonstrating mastery of the set of KCs associated with each topic. Within each workspace,
if a student has yet to reach mastery of all associated KCs after (typically) 25 problems, the
student is moved on within their curriculum sequence to the next workspace without mastery.
This instructional policy, when combined with the fact that students can always access the
correct answer to each problem step via “bottom out” hints that provide the answer, ensures
that students are never left to endlessly “wheel spin” [ 9] within a particular problem or topic.
Nevertheless, predicting as early as possible that non-mastery of all KCs is likely is a key target
for predictive analytics (or so-called “detector” models) that are implemented in the LiveLab
classroom orchestration tool [10].</p>
      </sec>
      <sec id="sec-2-2">
        <title>2.2. LiveLab</title>
        <p>LiveLab’s default display is a list of MATHia users (see Figure 2 with anonymous students) in
the class for which they’ve launched the app. Each student is indicated to be in one of four
activity levels (for which filtered lists also exist, showing students exclusively within a particular
activity level):
• Ofline : The student is not logged in to MATHia.
• Idle: The student is logged in to MATHia but has no activity for at least five minutes
(with an indicator of the number of minutes of idle time).
• Monitor : Three or fewer of the student’s last ten actions in MATHia were correct,
indicating that a student may need additional support.</p>
        <p>• Working: The student is active in MATHia and is not in the Monitor state.</p>
        <p>Teachers within a MATHia classroom or computer lab session might first target students
with Idle or Monitor status for additional support. Additionally, a notifications panel in LiveLab
provides a stream of events, including that a student has completed a workspace. If a student
completes a workspace having mastered all KCs, this represents a potential point of celebration.
If a student completes a workspace without KC mastery, this likely represents an opportunity
to provide additional support.</p>
        <p>Unproductive Struggle Detector In addition to activity levels and notifications, LiveLab
implements a “detector” of unproductive struggle, operationalized as a student’s high probability
of failure to reach mastery of all KCs associated with a workspace before reaching the set
maximum number of problems [10]. Currently, the detector is implemented as a set of
univariate logistic regression models learned independently for each KC-opportunity. The single
independent variable in each logistic regression model is the student’s current (i.e., at the
opportunity for which the model is learned) probability of mastery of the relevant KC (estimated
using BKT). These models efectively establish thresholds for the probability of mastery at each
KC-opportunity, below which a student is inferred to have a high probability of non-mastery. If
at least one such KC-opportunity model has indicated a high probability of non-mastery, a
lifepreserver icon displays on the student’s row in the LiveLab class display. Such an indicator may
be especially helpful in guiding an instructor’s (or tutor’s) attention to a student for additional
support.</p>
        <p>Content Details or “Deep Dive” To get insight into the specific content on which students
are working and their progress to KC mastery, LiveLab users can select a student from the list
to learn more about their current work within MATHia (see Figure 3). Details provided include
the student’s current workspace, a description of the workspace, the number of problems the
student has completed in the workspace, whether the student has completed the step-by-step
guided example provided by MATHia, as well as the current state of the student’s “skillometer,”
which provides a visualization of BKT’s current estimate of the student’s KC mastery for each
KC. A check-mark indicates that the student has reached the 0.95 probability threshold for
KC knowledge or mastery. If the student has yet to complete the step-by-step example, this
provides a natural suggestion for the instructor to provide a quick bit of assistance to the student,
while considering the student’s skillometer could provide more insight to have a more in-depth
conversation.</p>
        <p>On-going and future work aims to better support LiveLab users with insights about particular
KCs. For example, recent work suggests we might label some KCs as especially reading-intensive
[11]. We can also do more with insights from the unproductive struggle detector; some KCs that
indicate likely non-mastery are not the most dificult KCs in the workspace. We call such KCs
“indicator skills” because they may indicate unfinished prior learning on pre-requisite skills.
We contract such “indicator” KCs with “critical” KCs, which are the KCs that are most likely to
be mastered last (or never mastered) in a particular workspace, likely the most dificult KCs.
Better understanding semi-or fully-automated insights we can deliver to instructors and tutors
about whether and how students need support on the current topic or unfinished prior learning
is an important area for future work.</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>3. Needs for Classroom vs. Tutoring Orchestration</title>
      <p>LiveLab was intended to be used by a classroom instructor in the physical presence of a group
of students synchronously using MATHia. However, it has been used in a variety of other
contexts. For example, LiveLab was used by instructors after the shift to remote instruction
made necessary by the global pandemic. Lawrence et al. [12] interviewed instructors who
used LiveLab for remote instruction during the pandemic to better understand this transition.
Limitations from the remote instruction use-case may inform new LiveLab features useful for
the traditional classroom as well as for tutoring orchestration, including tutor-initiated tutoring.
For example, remote instruction users of LiveLab were concerned that they were not able to
identify and immediately correct students’ perceived “problems,” or conversely deliver praise
and support, as they felt they could in-person. Features related to using data to initiate a tutoring
session remotely with a MATHia user could facilitate more immediate interaction between
instructors and their students in the context of remote instruction.</p>
      <p>On-going piloting investigates tutor-initiated tutoring, using LiveLab (and a prototype app
similar to LiveLab) as a way to identify learners with whom a remote, video-conferencing
based tutoring session might be started as they work in a classroom. Such tutoring sessions
could provide additional support to an in-classroom instructor while they work with other
students in a class or be used to facilitate support in an after-school tutoring context. Pilot
sessions to date have generally had tutoring facilitators physically on-site to help initiate the
remote-tutoring session, linking a user of MATHia to a remote tutor in a video conference
session. Preliminary feedback from use of LiveLab in these contexts echoes feedback provided
by remote instructors, including, for example, the desire for step-by-step “replay” of student
work in MATHia. This pilot tutoring work combined with feedback from remote and in-person
instructors using LiveLab informs the road map for new feature development to better facilitate
instruction and tutoring with LiveLab.</p>
    </sec>
    <sec id="sec-4">
      <title>4. A Road Map for Orchestration Research &amp; Development</title>
      <p>We lay out a partial road map for future research and development work to support classroom
and tutoring orchestration. We consider data-driven predictive models (or so-called “detector”)
that might help identify both who to support and how instructors/tutors might support them.
We also briefly consider other MATHia and LiveLab software features that may help to facilitate
new ways of orchestrating instruction and tutoring.</p>
      <sec id="sec-4-1">
        <title>4.1. Detector Models</title>
        <p>Behavior and Afective States Development of sensor-free, unobtrusive prediction models
using ITS process data (from which the term “detectors” arises) has been an active area of
research for at least 20 years. Baker et al. [13] describe models that detect that students are
engaged in “gaming the system” or of-task behavior, and subsequent work extended this
approach to afective states like boredom, confusion, frustration, and engaged concentration,
including within the Cognitive Tutor ITS (now MATHia) [14, 15]. More recent work has learned
such detector models for gaming the system on recent versions of MATHia [16], and we intend
to build refreshed detector models of afective states in MATHia from data from the 2022-23
school year in the near future. To the extent that these models prove to be high quality predictors
of their target constructs, these detectors are likely to prove valuable to instructors and tutors.</p>
        <p>Celebration Opportunities LiveLab currently provides notifications to teachers when
students complete MATHia workspaces with mastery of all KCs. However, there are a variety of
more nuanced events that might serve as points of celebration with students. Lawrence et al. [12]
pointed to teachers’ desire to be able to tell students that they are “moving in the right direction.”
Fancsali et al. [17] noted relatively frequent examples of chat dialogues with human tutors
in which students appeared to already have a correct solution to the problem on which they
sought tutoring, but these students appeared to desire “afirmation” and encouragement from
their chat-based tutor interlocutor. Detector models might be extended to predict local success
within a MATHia workspace or that students have been in a state of “engaged concentration”
for an extended period of time [14]. Developing more “asset-oriented” indicators or detectors,
including such opportunities to celebrate student learning, is an important area for future work.</p>
        <p>Learners with Reading Dificulties Recent eforts to predict learner outcomes on
end-ofyear English language arts/reading standardized tests using process data from MATHia activities
suggest at least two potential detector models to indicate that learners may be having reading
dificulties that ought to be addressed by instructors or tutors [ 11]. First, at a student-level
and using only data from the first, introductory MATHia workspace, ensembled predictions
of neural network models can provide accurate predictions that students are likely to have
reading dificulties. This suggests the possibility of a student-level detector that could inform
an instructor or tutor that a student is likely to experience reading dificulties. Second, analyses
suggest that particular workspaces and KCs within workspaces may be especially dificult for
learners with reading dificulties. Evidence from a recent randomized trial with 10,000+ learners,
reported at the present conference [18], indicates that revising word problem content in two
particular MATHia workspaces with an emphasis on readability generally led to improvements
in the rate at which students master all KCs in target workspaces and that the students did so
in less time. The efect was more pronounced on students inferred to have reading dificulties
by the aforementioned detectors [11]. Additionally, KC-level insights, similar to those that
drive the unproductive struggle detector, may provide more nuanced information to instructors
and tutors. Such a detector could indicate that help on a particular KC (or perhaps particular
vocabulary associated with that KC) might be the best way to provide just-in-time support to a
learner.</p>
      </sec>
      <sec id="sec-4-2">
        <title>4.2. LiveLab/MATHia Software Features</title>
        <p>Notifications delivered via LiveLab are presently ephemeral in the sense that an instructor (or
tutor) must be logged in to LiveLab to see notifications in real-time. We are exploring both the
expansion of events covered by LiveLab notifications as well as more persistent delivery of such
notifications (e.g., via an accumulating “feed” of events that would appear on an instructor’s
next login). Additionally, similar notifications could also be delivered via other modalities like
email or another analytics or reporting dashboard.</p>
        <p>Other features of LiveLab, especially those linking action(s) in LiveLab to the learner’s
experience in MATHia are also being explored and prototyped. These include features for
data-driven or adaptive student grouping (perhaps to support more eficient and efective
smallgroup, scheduled tutoring) and features that could help drive the student’s attention, when
necessary, toward their instructor or tutor. Such features could deliver the ability for a LiveLab
instructor/tutor to “pause” MATHia interaction or to request a student’s attention to join a video
conferencing session for remote tutoring. The latter feature may prove especially important to
realize fully remote, tutor-initiated and data-driven tutoring sessions.</p>
        <p>Students could be given the ability in MATHia to virtually raise their hand so that an indicator
would appear in LiveLab, with the caveat that some students could make excessive use of such a
feature [17] without carefully considering some “guardrails.” Problem “replay” of student
actionlevel data within a math problem, viewable within LiveLab, anecdotally remains one of the
most requested features across instructional and tutoring modalities. New content development
eforts could provide examples to instructors and tutors that are helpful within (ideally detected)
scenarios that arise (e.g., specific vocabulary support or an appropriate worked-example problem
when a learner with reading dificulties is confused while working in a particular topic).</p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>5. Conclusion</title>
      <p>Our primary goal in the present work has been to introduce the reader to LiveLab as a classroom
orchestration tool for instructors of students using Carnegie Learning’s MATHia adaptive
learning software. While presenting LiveLab, we’ve aimed to sketch out a path toward tutoring
orchestration: using AI tools to augment the work of tutors in addition to more traditional
classroom instructors. We’ve described diferent ways in which such tutoring is currently
initiated, either by the student or by a scheduling process, as well as described the innovative
goal of using data-driven, AI-augmented techniques to deliver tutoring experiences to students
that are driven by real-time need for such support.</p>
      <p>Finally, learning analytics and learning engineering researchers and educational technology
providers might consider broadening the scope of stakeholders to whom we provide AI-driven
assistance, supports, and/or orchestration tools as well as the types of information provided
by such tools. Consequently, rather than discuss classroom orchestration versus tutoring
orchestration, we might consider a notion of overall “learning orchestration.” In addition to the
types of data-driven insights we consider in the present work, tools for learning orchestration
might consider factors like upcoming classroom topics, the availability of (possibly remote)
tutors, or the extent to which groups of students require similar types of assistance with a
broader audience in mind. Stakeholders for tools like this might include instructors, tutors,
administrators, or caregivers, in either classroom or remote instruction and support scenarios.
We look forward to continuing to investigate and develop new software features to drive
improved learning for students across the gamut of potential learning experiences that include
MATHia and the varied groups of stakeholders to whom we may provide valuable insights.2</p>
    </sec>
    <sec id="sec-6">
      <title>6. Acknowledgments</title>
      <p>The authors gratefully acknowledge their colleagues Sammy Andre, Audrea Bankston, Emily
Bartko, Susan R. Berman, Courtney Lewis, Kaleb Mathieu, and Kole Norberg, as well as
collaborators on preliminary piloting of tutor-initiated or data-driven tutoring, whose ideas about
this type of tutoring and feedback informs this work: Vincent Aleven, Lee Branstetter, Danielle
Chine, Erin Gatz, Shiv Gupta, and Ken Koedinger at Carnegie Mellon University and Emma
Brunskill at Stanford University.
2The authors thank an anonymous reviewer for suggestions related to the idea of broader “learning orchestration.”
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