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    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Assessing Project Work for Ontological Inference and Categorization</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>April Groce</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Prashant Chandrasekar</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Howard Haines</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>University of Mary Washington</institution>
          ,
          <addr-line>Fredericksburg, VA, 22401</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Virginia Tech</institution>
          ,
          <addr-line>Blacksburg, VA, 24060</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2023</year>
      </pub-date>
      <abstract>
        <p>Project-based learning (PBL) approaches are organized around open-ended challenges that require feedback and revisions to facilitate learning. However, feedback on projects provides a challenge as the varied states of projects, the equivocality of the process, and the varied solutions that students might create present scafolding challenges to meet the needs of the students. In this paper, we propose an ontology that characterizes activity flow and discourse use during a project. More specifically, we analyze weekly student reports in an interdisciplinary entrepreneurship class to derive a categorization system. The categories within the ontology, in combination, help define a “state” for the project. By identifying the “current state”, human (or intelligent) instructors can provide relevant and timely feedback that can help student teams navigate various procedural knowledge problems associated with project-based learning. This augments the educator's capacity to meet the specific needs of the student by providing the building blocks for solutions that automate and/or replicate their insightful guidance.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Ontology</kwd>
        <kwd>Artifact assessment</kwd>
        <kwd>Scafolding</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Motivation</title>
      <p>
        Project-based learning (PBL) presents challenges in recognizing when there is a need for
intervention. In a traditional learning setting, educators have clearly defined learning goals that
directly equate to assignments. This allows educators to recognize when attainment targets
are not being met leading to intervention. However, as written by Mergendoler et. al, the
most efective application of PBL allows students to make innocuous errors without immediate
correction [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. This encourages students (and student teams) to work to correct their own
errors, allowing learning to occur.
      </p>
      <p>
        Determining when any intervention is necessary becomes complicated in self-regulated
learning settings, such as project-based learning. A current approach to this problem involves
recognizing help-seeking behaviors. A model described by Aleven et. al, acknowledges when
help is necessary based on knowledge of positive help-seeking behaviors [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. Following this
model’s use in a geometry course, there was a noted increase in the efective use of help-seeking
by students. However, there was no noted improvement on the level of learning. The problem
of learning geometry is much more linear than that of open-ended projects like those commonly
found in software engineering courses or human-factor design courses, among others.
      </p>
      <p>
        While recognizing help-seeking behaviors could be used as a notifier for a need for
intervention, it lacks the ability to provide personalized feedback. Personalized feedback has a significant
impact on the learning outcomes in a PBL setting. Korbi is an online learning platform that
includes the application of concepts in a project-based learning setting [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. In an experiment,
St-Hilaire et. al explored the efects of personalized feedback in their Korbi learning platform
on student learning gains. They noted that normalized learning gains were 2.48 times higher
when a student was given personalized feedback when compared to a student who was not
provided with personalized feedback.
      </p>
      <p>
        The use of computers to provide feedback (or scafolding) is not new. Various strategies
and customization within scafolding include feedback, question prompts, hints, and expert
modeling [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. However, Dennan et. al and Gallimore et. al argue that in order to satisfy the
difering needs of the students, several strategies are needed to address specific contexts of the
learner [
        <xref ref-type="bibr" rid="ref5 ref6">5, 6</xref>
        ]. They describe a “conundrum” for scafolding in PBL and argue that students can
take up an infinite number of paths in their pursuit to a solution (for a PBL problem) [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. Our
research, and this paper, focuses on our advancements that impact both these critical aspects,
and much more, of PBL instrumentation and learning experience for the students.
      </p>
    </sec>
    <sec id="sec-2">
      <title>2. Assumptions Ontology</title>
      <p>
        Ontologies, a set of concepts and categories in a subject area, are useful frameworks that facilitate
the identification and clarification of diferent concepts or systems across the same domain [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ].
In this case, the ontology allows us to talk about the process of project development across
project-based learning experiences regardless of the contextual parameters of each project or
team. The categorizations provide a common language for scholars to label project artifacts
and explore the disparate learning pathways that might occur during project-based learning.
      </p>
      <p>An additional aid in identifying learning and project development patterns is a standardized
project artifact. Progress reports simulate an authentic medium and artifact used in the real
world to navigate the risks and uncertainties associated with projects. This standardized
artifact allows the instructor to assess what assumptions have yet to be de-risked, validated,
or addressed. Knowing the current state of the assumptions facilitates the selection of the
appropriate scafolding that provides enough support while still allowing students to learn
for themselves. This avoids stunting the development of meta-skills and potential prompts of
disengagement due to perceived power relationships associated with instructor expertise.</p>
      <p>The “Assumptions” assessed are rooted in the types of risks and uncertainties that are common
to commercialization projects but can largely be generalized to projects as summarized in Table
??. The table also includes keywords or concepts that indicate the action taken to address or
navigate the risks and uncertainties of the project. It should be noted that these assumptions,
though interconnected, are not necessarily sequential in nature. For example, the team may
already have a solution in mind for the assumed problem and begin working on building a
prototype prior to validating assumptions regarding unmet needs or receiving the funding
needed to build a working prototype or production-ready design. The uncertainty and risk
associated with these assumptions fluctuate and change such that even though progress may
have been made in one area, new information in another area might trigger the need to start
all over again. For example, they may discover a diferent unmet need that would require a
diferent solution to be built causing them to abandon or modify the design of the prototype.
Reported actions can also address multiple assumptions simultaneously. For example, when
seeking to understand the unmet needs the same conversation might reveal the current state
and their willingness to pay for alternative solutions, and the whole process of reaching out
to speak with a client or customer might reduce uncertainty about how to find and attract
additional customers or clients.</p>
    </sec>
    <sec id="sec-3">
      <title>3. Annotation Insights</title>
      <p>Our dataset is comprised of weekly team reports from nine teams enrolled in an entrepreneurship
class. Dr. Haines, the class instructor, and a student volunteer served as subject-matter-experts
and labeled the dataset using the categorization system described above. More specifically, each
sentence was labeled as addressing one or more assumptions. A weekly team report contains
three main sections: (1) Progress that they made in the last week, (2) Plans for next week, and
(3) Roadblock or problems they are facing (see example in Figure 1).</p>
      <p>Each sentence was labeled as addressing one or more assumptions. Each weekly report can,
then, be used to reflect the team’s “state”, represented by the combination of assumptions of
the sentences within. We annotated a total of 712 sentences from all teams’ reports. Of the
712 sentences, only 540 sentences were “unique.” We can deduce that the remaining sentences
appeared in multiple reports (within the same team). This might have occurred because teams
report the same sentence under “Progress” that they reported under “Plans” in a previous week’s
report.</p>
      <p>To visualize how a team’s plans outlined in their weekly reports culminated in reaching their
original goals described in their MOKR, a scoping document written at the beginning of the
year defining their mission-oriented objective and key results, we drew a flowchart for each
team (see example in Figure 2). These flowcharts take the sentences from the “Progress” section
of the weekly reports and organizes them by week number and relation to each other. For
instance, in the top left corner of Figure 1, “Find 5 competitors to the planned VRSS service”
from Week 2, has been placed directly prior to “Find specific details about 3 competitors” from
Week 3.</p>
      <p>These flowcharts allowed us to analyze how teams progressed within an assumption. When
we mapped out our first team, we noticed that there seemed to be many ‘branches’. We were
able to associate each of these ‘branches’ with our assumptions.</p>
      <p>Associating sentences describing related events within a certain boundary, entrepreneurship
in this case, is inherent to a human but can become complicated for a computer. Our
assumptions will be an important factor for the implementation of computer-based scafolding. The
assumptions provide context to phrases described in the weekly reports, so that a computer
will be able to recognize the way that groups move through steps to reach their goal. This will
allow the computer-based scafolding to provide multiple options specific to a group’s current
position in their project. We already trained a base-line language model to predict the (sub-)set
of assumptions that the team is working towards during each week based on this dataset. For
our dataset of size 540, 378 sentences were used for training and 162 were used for testing.
The maximum micro-averaged F1 score we obtained from the entire dataset is 0.72, with two
assumptions getting an F1 score above 0.84. Given our dataset size, we believe we arrived at a
good micro-averaged F1 score. We plan to include reports from 1184 weekly team reports from
107 teams/projects from the same course from previous semesters.</p>
      <p>Also, by utilizing our assumptions, we could see that there was no obvious pattern through
which teams moved through their projects. We established that the structure of the flowcharts
were vastly diferent between groups reinforcing that there is no clear path that could be taken
by each group allowing them to reach their individual goals outlined in their MOKR.</p>
    </sec>
    <sec id="sec-4">
      <title>4. Impact towards personalized feedback</title>
      <p>One can reliably use the characterization via “assumptions” to track the progression of a team,
regardless of the domain or scope of the project. With that benefit, we, as instructors and
“instrumentors’’ of PBL, can start to delve deeper into our sense-making process and as we aim
to design and develop systems (including ones with intelligence and/or collaborative interfaces)
to facilitate PBL. Here are some examples of such opportunities now available for exploration:
1. Building a database or digital library to learn from peers or past teams: By looking
at the steps and/or progress that other teams are making or have made in the past, teams can
learn the diferent tasks they might need to undergo to address an assumption. Furthermore,
they can create a “priority queue’’ of sorts for these tasks to better estimate which set of sub-tasks
to work on in sequence and/or in parallel based on the time it takes to complete them.</p>
      <p>2. Track team progress (Passive): Instructors can now build a visualization (or similar) to
observe, at a high level, how each team is progressing, and compare/contrast it against other
teams in the same class or compare/contrast it against teams in the past (who have worked in
similar domains or with similar objectives).</p>
      <p>3. Track team progress II; (Active) Intervention and personalized feedback: In a
similar manner, instructors can now build solutions (either based on heuristics or through
learning) to identify when teams are stalled or are taking more time than commonly required to
complete a set of (sub-)tasks to address an assumption. Going deeper, they can parse the specific
plans made by teams to address problems they in a previous week (both being categorized
under the same ontology class) and in combination with progress they have made in the past
to identify patterns of problem solving. Having this at their disposal allows them to exercise
judgement on when (and/or whether) to intervene and provide personalized feedback based on
the circumstance.</p>
      <p>All in all, with the development of the ontology instructors can build an information system
that supports information exploration via user scenarios for student teams and instructors alike,
through execution of services that run sophisticated models, built upon ever-growing database
of project team artifacts that naturally gets bigger and better through use.</p>
    </sec>
    <sec id="sec-5">
      <title>5. Conclusion</title>
      <p>In this paper, we share a categorization system that captures the assumptions that student
teams needs to address during their project lifecycle. This system is robust enough to be applied
across diferent ideas, types, and domains. We apply this ontology to artifacts from teams in an
technology commercialization course and can immediately observe time spent addressing each
assumption, and track their progression from one “state” to the next. The current state model
can be used as input into scafolding design and implementation so that students receive the
right information at the right time to allow them to develop and progress.</p>
    </sec>
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