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      <title-group>
        <article-title>First International Workshop on Dynamic and Adaptive Hypertext: Generic Frameworks, Approaches and Techniques (DAH'09)</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Paul De Bra</string-name>
          <email>debra@win.tue.nl</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Mykola Pechenizkiy</string-name>
          <email>m.pechenizkiy@tue.nl</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Eindhoven University of Technology (TU/e)</institution>
          ,
          <country country="NL">Netherlands</country>
        </aff>
      </contrib-group>
      <fpage>30</fpage>
      <lpage>71</lpage>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Copyright © 2009 for the individual papers by the papers’ authors. Copying permitted for private and academic purposes. Re-publication of material from this volume requires permission by the copyright owners.</title>
      <p>Dynamic generation of hypertext and its adaptation and personalization to particular users is a
powerful and useful concept. It is particularly helpful for the reduction of the information overload
such as is frequently experienced on the Internet. But it is equally helpful for guiding users towards
“interesting” topics, products, artifacts or descriptions thereof in electronic shops, libraries or
museums, or for filtering appropriate items from a general or domain-specific news feed.</p>
      <p>Reference models and generic architectures unify a community and provide a leading generic
model and/or architecture that spawns research activities in many directions. Examples of such generic
models are AHAM for adaptive hypermedia and FOHM for open hypermedia. A nice example of a
resulting generic implementation is the AHA! system that was last described in ACM Hypertext'06.</p>
      <p>The research fields of hypertext and adaptive hypermedia (or adaptive web-based information
systems) however, have been growing rapidly during the past ten years and this has resulted in a
plethora of new terms, concepts, models and prototype systems. As a result the established models no
longer include many of the recent new concepts and phenomena. In particular, open corpus adaptation,
ontologies, group adaptation, social network analysis and data mining tools for adaptation are not or at
least insufficiently supported.</p>
      <p>The DAH'09 workshop1 organized in conjunction with the 20th ACM International Conference
on Hypertext and Hypermedia and held on June 29, 2009, in Turin, Italy. The workshop provides a
focused international forum for researchers to discuss new developments in generic methods and
technologies for dynamic and adaptive hypertext. Topics discussed during the workshop include:
adaptation and personalization including such issues as open-corpus adaptation, group adaptation,
higher order adaptation, and sharing of user models; adaptive and dynamic hypertext authoring (e.g.
authoring conceptual adaptation models); service-oriented approaches for adaptation; use of data
mining for user and domain modeling, and automatic generation of adaptation rules.</p>
      <p>These proceedings include six accepted contributions to the workshop. We would like to thank
the authors for their interest in the workshop and for submitting their contributions. Special thanks to
the PC Members for their help in reviewing the submitted papers.</p>
      <p>The first paper by Levacher et al. “A Framework for Content Preparation to Support
OpenCorpus Adaptive Hypermedia” proposes a novel framework for open-corpus content preparation that
allows processing documents existing in open and closed corpora and producing coherent conceptual
sections of text with associated descriptive metadata. This work is important for enabling the
mainstream adoption of AHS in web applications, which is impossible without enabling the
repurposing existing content. The authors adopt state-of-the-art information extraction and structural
content analysis techniques for an on-demand provision of tailored, atomic information objects.</p>
      <p>Next contribution by van der Slijs et al. “GAL: A Generic Adaptation Language for describing
Adaptive Hypermedia” argues that despite a large variety of personalization and adaptation features
that different emerging Web applications offer, it is possible to distinguish a central and unifying
objective of adaptive engines that facilitates these various features, that is, to create an adaptive
navigation structure. The authors present Generic Adaptation Language (GAL) that specifies the
engine independent basic adaptive navigation structure that allows using any authoring environment in
combination with any adaptive engine as long as there is a corresponding GAL compiler.</p>
      <p>The following two papers present the service-based view on the development of adaptive
hypermedia. Harrigan and Wade in “Towards a Conceptual and Service-Based Adaptation Model”
consider the limitations of the current practice in adaptation modeling which assume that concepts and
relationships between concepts are the fundamental building blocks of any adaptive content and
introduce a representation of a conceptual and service-based adaptation model. With their approach
1 The scientific programme overview, and other workshop-related information as well as the link to the online
proceedings can be found at http://www.win.tue.nl/~mpechen/conf/dah09/.</p>
      <p>I
having additional expressive power it would be possible to facilitate activity-based and
processoriented adaptive applications, including the adaptation of the process itself.</p>
      <p>Koidl et al. in “Non-Invasive Adaptation Service for Web-based Content Management Systems”
consider the architectural and technical issues related to provision of third party adaptive services
pluggable into existing web-based content management systems (WCMS) like Wiki. The authors
introduce a third party Adaptive Service that also contributes to mainstreaming the adoption of AHS.
This work introduces a principled way of embedding adaptive technologies within existing WCMS
allowing to reduce or avoid the expense of re-engineering such systems.</p>
      <p>The paper by Hargood et al. “Investigating a thematic approach to narrative generation” considers
the potential, the challenges and open issues in integrating themes in narrative generation systems that
attempt to generate content within a narrative or story framework.</p>
      <p>Knutov et al. in “Versioning in Adaptive Hypermedia” present an approach that reuses the key
concepts and ideas behind versioning and applies them to the adaptive hypermedia field. The authors
illustrate with a couple of intuitive examples how such an approach helps to facilitate authoring,
managing, storing, maintenance, logging and analysis of behaviour because of providing more
flexibility and maintainability of the systems. Particular, versioning helps to create, maintain and
reuse concurrent versions of an application or a model or a particular property and value, saving
authoring effort and that is not less important facilitating provenance analysis.</p>
      <sec id="sec-1-1">
        <title>Eindhoven</title>
        <p>June 2009</p>
      </sec>
      <sec id="sec-1-2">
        <title>Paul De Bra</title>
      </sec>
      <sec id="sec-1-3">
        <title>Mykola Pechenizkiy II</title>
        <p>Organization
Organizing Committee</p>
      </sec>
      <sec id="sec-1-4">
        <title>Paul De Bra, Eindhoven University of Technology, the Netherlands</title>
      </sec>
      <sec id="sec-1-5">
        <title>Mykola Pechenizkiy, Eindhoven University of Technology, the Netherlands</title>
        <p>Programme Committee</p>
      </sec>
      <sec id="sec-1-6">
        <title>Peter Brusilovsky, University of Pittsburg, USA</title>
      </sec>
      <sec id="sec-1-7">
        <title>Dominik Heckmann, DFKI, Germany</title>
      </sec>
      <sec id="sec-1-8">
        <title>Nicola Henze, University of Hannover, Germany</title>
      </sec>
      <sec id="sec-1-9">
        <title>Geert-Jan Houben, Delft University of Technology, the Netherlands</title>
      </sec>
      <sec id="sec-1-10">
        <title>Riccardo Mazza, SUPSI, University of Lugano, Switzerland</title>
      </sec>
      <sec id="sec-1-11">
        <title>David E Millard, University of Southampton, UK</title>
      </sec>
      <sec id="sec-1-12">
        <title>Vincent Wade, Trinity College Dublin, Ireland</title>
      </sec>
      <sec id="sec-1-13">
        <title>Yang Wang, University of California, Irvine, USA</title>
        <p>III
Killian Levacher, Eamonn Hynes, Seamus Lawless, Alex O'Connor and Vincent Wade
A Framework for Content Preparation to Support Open Corpus Adaptive Hypermedia .................... 1</p>
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a potentially powerful solution to the problem of generating engaging and
relevant information dynamically. Narrative generation seeks to automatically create
bespoke narratives for a variety of uses, either generating requested narratives
from scratch or by representing existing information as a narrative.</p>
        <p>Existing narrative generation systems while often successfully generating
short narrative can find their results bland or unvaried depending on the
limitations of their approach. We suggest a thematic approach to narrative generation
where the addition of themes will enrich generated narratives making them closer
to human authored narratives with a thematic objectivity beyond the base
communication of the information present within the narrative.</p>
        <p>
          A thematic model has been developed [
          <xref ref-type="bibr" rid="ref9">9</xref>
          ] based on the work on thematics
in narratology [
          <xref ref-type="bibr" rid="ref17">17</xref>
          ]. The model describes themes within a narrative being built
of themes and motifs and how they are connoted and denoted from elements of
the narrative itself. This was further developed into a prototype, the Thematic
Model Builder (TMB) that could score narrative segments on their relevance to
desired narratives, and an evaluation is being performed into the effectiveness of
the system and model at representing and connoting themes.
        </p>
        <p>The focus of this paper is how such a thematic system could be integrated
with existing narrative generation approaches in order to enrich the resulting
narratives. We review existing approaches to narrative discourse generation and
explore at what level a thematic system should be involved with narrative
generation, what approaches it best compliments, and what benefits are likely to
emerge from an integration.
2</p>
        <sec id="sec-1-13-1">
          <title>Background</title>
          <p>Narratology
Narratology is the study of narrative within literature and as such is primarily
focused on the analysis of narrative. However it does provide a useful insight
into how stories are constructed.</p>
          <p>
            Structuralism is an area of narratology concerned with deconstructing
narratives to identify the components from which a story is built and the structures
that they build within a story. Because of the tangible nature of structuralism its
ideas are very useful for narrative generation as its clear definition of structures
and elements give an insight into what narrative generation systems should be
generating. Most structuralists assert that a narrative is composed of an
authored sequence of human experiences [
            <xref ref-type="bibr" rid="ref13">13</xref>
            ], and as such may be deconstructed
into two important components; story, and discourse [
            <xref ref-type="bibr" rid="ref22 ref4">4</xref>
            ]. The story (or fabula)
is a collection of all the information to be communicated and the discourse (or
sjuzhet) represents the exposed parts of the story that are told and how they
are presented (shown in Figure 1).
          </p>
          <p>The story element is the sum of all experiences and elements that make up
the narrative. The discourse represents what parts of the story are exposed in
the narrative (the story selection) and how it is told (the story presentation).</p>
          <p>Discourse is a complicated process concerning many different decisions
including how the story is presented, what medium is used, the style, the genre,
and the themes of the narrative. Thematics approaches themes with a
structuralist method of deconstruction and identifies the narrative elements that
communicate themes.</p>
          <p>
            Tomashevsky identified the thematic elements of themes (broad ideas such
as ‘politics’ or ‘drama’) and motifs (more atomic elements directly related to the
narrative such as ‘the helpful beast’ or ‘the thespian’) [
            <xref ref-type="bibr" rid="ref17">17</xref>
            ]. He explains a
structure of themes being built out of sub-themes and motifs. A motif is the smallest
atomic thematic element and refers to an element or device within the narrative
which connotes in some way the theme. Themes may always be deconstructed
into other themes or motifs whereas a motif may not be deconstructed.
Narrative generation systems use a variety of different approaches and have a
wide range of objectives. While many systems seek to generate full narratives for
entertainment such as the virtual storyteller [
            <xref ref-type="bibr" rid="ref16">16</xref>
            ] and AConf [
            <xref ref-type="bibr" rid="ref15">15</xref>
            ] some systems
use narrative generation to add additional meaning to information by
representing it as a narrative using narratological devices like sequencing, emphasis and
omission such as in Topia [
            <xref ref-type="bibr" rid="ref21 ref3">3</xref>
            ] and adaptive hypermedia systems like AHA! [
            <xref ref-type="bibr" rid="ref26 ref8">8</xref>
            ].
          </p>
          <p>
            As a process narrative generation can be broken down into three stages; story,
plot, and presentation generation. Depending on the project in question these
stages can be consolidated together or separated, (for example, in the virtual
storyteller, presentation generation is broken down in narration and
presentation [
            <xref ref-type="bibr" rid="ref16">16</xref>
            ]). The majority of narrative generation projects deal with the creation
of the narrative elements (story generation); resolution of the sequence of events
that comprise the narrative and selection of narrative elements to be exposed
and building of relationships between these elements (plot generation); and
presentation of the narrative through a chosen medium (presentation generation).
Figure 2 illustrates this process.
          </p>
          <p>
            According to Riedl and Young [
            <xref ref-type="bibr" rid="ref15">15</xref>
            ] narrative systems take either a character
or author centric approach depending on whether the system seeks to model the
characters within the story, the authorial process itself, or whether the system
is a compromise of both approaches. [
            <xref ref-type="bibr" rid="ref15">15</xref>
            ] also identifies a third approach in the
form of story centric approaches these are however less common and due to their
more linguistic focus are less relevant to this research.
Character Centric Character centric narrative generation revolves around
the perspective of modeling the behavior and goals of the characters of a story.
With the characters successfully simulated they are released to pursue their
goals and their actions are exposed, the idea being that stories are everywhere
and an engaging narrative will naturally emerge from the actions of a set of
well-motivated characters.
          </p>
          <p>
            Character centric narrative generation systems often use agent technology to
suitably simulate the characters and their behaviors with a purpose built agent
taking the part of each character such as in work by Cavazza [
            <xref ref-type="bibr" rid="ref25 ref7">7</xref>
            ] and in the
Facade system [
            <xref ref-type="bibr" rid="ref12">12</xref>
            ] (Facade is not entirely character centric, but its approach is
very similar). Sometimes the intelligence is much more simplistic and a reasoning
system will handle the goals and behavior of all characters, such as in TaleSpin
[
            <xref ref-type="bibr" rid="ref14">14</xref>
            ]. However, these systems lack the power to generate varied narratives and
although short simple stories are generated the lack of in-depth modeling of
individual characters behavior removes personalized variety from their actions.
          </p>
          <p>
            Automatic generation of story elements is rare in character centric
narrative generation. This is because elegantly written characters with sophisticated
behavior are key to narratives being successfully emergent from the generated
result and at present the only way to ensure this is to build the characters by
hand. Some story elements are generated by using character archetypes with
cliche behavior such as with the supporting characters in work by Cavazza [
            <xref ref-type="bibr" rid="ref25 ref7">7</xref>
            ]
but it is rare to find this for key characters.
          </p>
          <p>
            Plot generation in character centric generation is therefore a direct result of
the characters behavior as dictated by the agents playing them or the intelligence
modeling all of the characters. The actions they take to achieve their goals builds
the relationships between story elements and the sequence of events that makes
a plot. Presentation generation is not specifically tied to the character centric
approach but the focus on entities and modeling their actions make character
centric approaches ideal for presentation in game engines (for example AConf
used the UT engine through the mimesis project [
            <xref ref-type="bibr" rid="ref18">18</xref>
            ]). Although the presentation
of character centric systems still sometimes uses text as a medium of choice either
using sentence templates such as in talespin [
            <xref ref-type="bibr" rid="ref14">14</xref>
            ] or generated text using natural
language processing.
          </p>
          <p>The main weakness of character centric narrative generation is its reliance on
an engaging narrative successfully emerging from the exposition of the characters
actions. Often these systems generate bland stories that merely report on a series
of uninteresting actions. These stories are thus often sensible and varied but lack
narrative richness or interesting plot.</p>
          <p>Author Centric Author Centric narrative generation seeks to model the
authorial process itself rather then the content of the narrative. The systems seek
to model the process by creating rule based systems or narrative grammars that
use well defined structures that are typical of the desired genre of narrative in
order to generate stories.</p>
          <p>
            Author centric narrative generation also lends itself better to the
representation of existing knowledge as narrative as its story elements are not necessarily
the narrative devices such as characters and objects but the devices the author
needs to construct a story. Systems such as ArtEquAKT [
            <xref ref-type="bibr" rid="ref2 ref20">2</xref>
            ] create narratives
out of a variety of resources and media from the internet and for this project
story generation is the compilation of these resources. The same could be said
for narrative influenced hypertext systems such as Topia [
            <xref ref-type="bibr" rid="ref21 ref3">3</xref>
            ].
          </p>
          <p>
            Some systems do model the contents of the narrative to be generated as part
of story generation but remain author centric. Universe [
            <xref ref-type="bibr" rid="ref11">11</xref>
            ] builds stories around
a set of author goals and constructs a structure for a story to satisfy these but
does so using the actions of characters modeled from cliche archetypes and a
finite set of actions. In other author centric systems the story structure is not
explicitly generated, but emerges from the selection of a predefined set of story
elements, such as in Card Shark [
            <xref ref-type="bibr" rid="ref24 ref6">6</xref>
            ].
          </p>
          <p>
            Plot generation in these systems is a case of applying the rules of the
system for the desired genre, utilizing the grammar with the available resources,
or filling a story template with appropriate resources. Presentation for author
centric systems is often text based, either using templates such as Universe[
            <xref ref-type="bibr" rid="ref11">11</xref>
            ]
or Artequakt [
            <xref ref-type="bibr" rid="ref2 ref20">2</xref>
            ] or simply exposing the elements in sequence such as in Card
Shark [
            <xref ref-type="bibr" rid="ref24 ref6">6</xref>
            ].
          </p>
          <p>Author centric systems tend to be highly specialized for one particular type
of narrative, making them inflexible and also often not with a view to generic
narrative generation. The stories are seldom varied as they all follow a similar
authoring process with the same rules and/or grammars and as such can generate
engaging but not often varied narratives.</p>
          <p>
            Compromise Approaches Many narrative generation systems often seek a
compromise between these two approaches in order to counteract the weakness
of using one approach or another. Some systems such as Facade[
            <xref ref-type="bibr" rid="ref12">12</xref>
            ] and
Universe[
            <xref ref-type="bibr" rid="ref11">11</xref>
            ] will only make slight compromises, such as the ideal story drama curve
approach in Facade or the choice to model characters in Universe, but others
make much larger steps towards marrying the two approached.
          </p>
          <p>
            The virtual storyteller [
            <xref ref-type="bibr" rid="ref16">16</xref>
            ] at first seems to be a character centric approach
that uses agents to model the behavior of its characters, the difference arises with
the addition of an extra director agent. The director agent has a set of rules
about what makes an engaging story, much like an author centric approach,
and uses these rules to influence the narrative by vetting character actions,
influencing them by giving them new goals, and creating story events to channel
the emergent narrative into being more engaging.
          </p>
          <p>
            AConf[
            <xref ref-type="bibr" rid="ref15">15</xref>
            ] models each ‘actor’ as an expert system seeking to achieve its goals,
giving it characteristics of a character centric approach, but it is fundamentally
more author centric as its process of plot generation centers around the structure
of the narrative building it as a network of events using story planners.
          </p>
          <p>
            The presentation generation for these systems also vary. In the virtual
storyteller [
            <xref ref-type="bibr" rid="ref16">16</xref>
            ] the director agent directly communicates with a narrator and presenter
to generate text using sentence templates whereas AConf [
            <xref ref-type="bibr" rid="ref15">15</xref>
            ] uses its character’s
modeling and plot plans to interact with a system called mimesis [
            <xref ref-type="bibr" rid="ref18">18</xref>
            ] which uses
the UT game engine to present the narratives.
          </p>
          <p>These systems experienced mixed success with both reporting the generation
of successful narratives. However both suffered from similar problems to
character centric approaches, while the addition of measures to ensure the narratives
structure is engaging does have a positive effect the engaging narrative can at
times still fail to emerge from the result and the systems can be reliant of
stories that are heavily predefined at the request stage rather then being entirely
generated.
3</p>
        </sec>
        <sec id="sec-1-13-2">
          <title>A Thematic Approach</title>
          <p>
            The Thematic Model
Using a thematic model [
            <xref ref-type="bibr" rid="ref9">9</xref>
            ] based on Tomashevsky’s work to describe how themes
are constructed within a narrative we propose a thematic underpinning to
narrative generation. The basis of the model (as illustrated in Figure 3) is built of
natoms (narrative atoms) which contain features that denote motifs which in
turn connote themes.
          </p>
          <p>For example, we might view a digital photo as a natom, and the tags on
that photo as the features that denote a particular motif. Thus a photo tagged
with ‘daffodil’ could denote the motif of ‘flower’, which connotes the theme of
‘Spring’. Themes can themselves build up into new themes, for example the
theme of ‘Christmas’ can be used to connote the theme of ‘Winter’.
To facilitate an evaluation of the effectiveness of the model a prototype was built
that could use an instance of the model to select images from a group of Flickr
1 images based on their ability to connote a desired theme. The prototype went
under the working name of the Thematic Model Builder (TMB).
1 http://www.flickr.com
Fig. 3. The Thematic Model</p>
          <p>
            As an original instance of the model four themes were modeled (Winter,
Spring, celebration, family) along with all sub themes and motifs of these themes,
XML was used to build this instance. Defining an instance of the model for
particular themes is a complex and subjective process. We explored a systematic
method for building themes based on semiotics [
            <xref ref-type="bibr" rid="ref9">9</xref>
            ]. Initially we identify what
connotes the desired theme, these connotative signs make up the themes sub themes
and motifs. However, these signs become sub-themes only if when expanded all
of their connotative signs in turn connote the original theme, otherwise they
are a seperate (if associated) theme. Connotative signs anchored to a specific
element within the narrative become motifs which have their features defined by
likely tags that denote the element.
          </p>
          <p>
            The prototype was written in java with a simple JSP front end and Flickr
was used as a source of natoms. As a folksonomy its items have rich semantic
annotations in metadata [
            <xref ref-type="bibr" rid="ref1 ref19">1</xref>
            ] as opposed to the automatically generated metadata
present in some other media collections. This makes the features in each image
apparent and it also has a large freely available body of resources. The library
of images (the fabula) was generated by making a keyword search of Flickr on
the desired subject and storing the top n images (where n is the desired size).
          </p>
          <p>
            The system then followed an algorithm of measuring the thematic quality of
each natom in the fabula. It returns the natoms with the highest scores according
to two metrics:
– Component coverage: the proportion of high-level sub-themes or motifs that
a natom has features for - this is useful for measuring how strongly a natom
matches the desired theme. (for example, winter expands several high-level
sub-theme and motifs including christmas, snow and cold. A natom matching
just one of these has less coverage than one that matches many)
– Thematic coverage: the proportion of desired themes that a natom has
features for - this is useful for searches with multiple themes
The TMB prototype allows us to compare the effectiveness of selecting photos
according to their theme with the process of selecting photos based directly on
their tags. A pilot evaluation of the prototype has been completed in [
            <xref ref-type="bibr" rid="ref10">10</xref>
            ], early
results are promising and show the TMB successfully compiling collections that
have been evaluated as better connoting the desired themes, and performing
better in a narrative context then standard keyword selection.
4
          </p>
        </sec>
        <sec id="sec-1-13-3">
          <title>Integration</title>
          <p>Referring back to the division of narrative generation illustrated in figure 2, we
can explore the possibility of a thematic systems involvement at different levels
of narrative generation. Themes are intangible concepts, a subtext rather then
a core focus of the narrative, and for this reason it seems at first that narrative
generation would be benefit from thematic involvement at the presentation level.
Here themes could be connoted by emphasis given through the presentation to
the features within the narrative that denote motifs which in turn connote the
desired themes. At this level a thematic subtext would become present through
elaboration on the presentation of the plot. However this is a process that could
potentially fail if there were no relevant features present in the narrative that
could be elaborated upon to help connote the desired theme, the system might
find that at the presentation level a thematic system might only be able to offer
from a subset of themes.</p>
          <p>At the story level of narrative generation a thematic systems involvement
would be in some ways the opposite of its involvement at a presentation level.
Instead of offering elaboration on existing narrative features at the story level a
thematic system would generate additional narrative elements based on a
shopping list of required motifs for the desired themes. This way themes would
become apparent through the presence of certain story elements that connoted the
desired themes. This could potentially fail however if the systems plot
generation did not make use of the thematic story elements or they were not properly
exposed possibly leading to absence of key motifs. Also, such an approach could
damage the generated narrative more then help it potentially flooding the system
with elements irrelevant to the plot. For some systems as well story generation
integration is not always an option, at least on a fully autonomous level, with
many systems generating plot out of pre written and defined story elements.
These semi automatic approaches to story generation require a very different
approach perhaps with thematic guidance on the creation of these elements as
supposed to influencing the automatic generation process in others.</p>
          <p>At the plot generation level thematics could play a role in the story selection
of narrative elements as well as the way relationships build. The first part of this
would be similar to how the TMB prototype builds photo montages in that a list
of desired motifs would be compiled and this would be used to thematicly score
potential story elements and as such influence their selection and inclusion in the
plot. Also, the relationships between story elements and actions of elements could
in turn be factored in as features that denote motifs, as such potential actions
at the plot generation of the story could be thematicly scored influencing what
occurs. For example a story in which violence is a desired theme might see the
protagonist kill the antagonist rather then banish or imprison them. However,
like inclusion at the story level it is possible that heavy thematic involvement
could damage the plot itself, making its involvement a dangerous balancing act,
potentially forcing plot actions that damage the quality of the narrative.
Furthermore like involvement at the presentation level, a lack of complete control
over the story elements could potentially restrict available themes.</p>
          <p>On the question of which approach to take character centric approaches are
perhaps the most different from the current implementation using the thematic
model. Rather then the natoms of narrative segments that our model describes,
character centric approaches start by simulating the content of the narrative
itself, modeling characters, locations, entities, and events. However, through the
process of plot and presentation, character centric approaches still go on to
generate natoms that contain features and by extension denote motifs. An integration
would have to seek to ensure that certain features were planted in order for the
themes to become apparent in the finished narrative. To do this involvement
at the story level seems obvious as this is where the elements present within
the narrative are generated. However, as a more semi automatic approach with
predefined elements is more common then automatic generation at this level
in character centric approaches it could be difficult to integrate a thematic
approach with the prewritten characters. At the plot and presentation levels an
integration seems more possible, potential character actions and story events
can be thematicly scored to influence actions taken to be conducive with
desired themes and then presented in a way that emphasises the relevant thematic
content. Character centric generations frequent use of game engines means that
integration at the presentation level may be easier where knowledge of the
entities present in a particular scene is much more exact then in natural language.
However as already discussed a reliance on integration at these levels potentially
limits the available themes.</p>
          <p>Author centric approaches are more similar in process to the current
implementation of the thematic approach in that they’re heavily based on structures
and largely concerned with the authoring process rather then modeling the
content of the narrative. The story generation process for some is about composing
a pool from large collections of potential natoms, often from the Web, based on
their relevance to required parts of the narrative structure. This is very similar
to the way the TMB currently puts together selections for montage, and it is
easy to see that with author centric projects that work this way thematic
integration would be a relatively simple process of scoring potential segments to
generate. At the plot level, integration could be a similar process to the
integration that would be used with character centric approaches, in that elements
selected for exposure could be chosen on their thematic qualities rather then
only narrative ones. However, for rule based systems of plot generation thematic
rules would need to be written for the system. The feasibility of this would need
to be added on a system by system basis. At a presentation level natural
language generation poses difficulties for thematic integration as a full lexicon for
desired features would need to be developed and integrated with the system.
Forcing it to uses a small subset of words might make the language clumsy and
its important to remember that the thematic model was created with the theory
of structuring a narrative in mind where as the structure of individual pieces
of language is very different. However, for those systems that use templating or
selected pre authored text presentation, using thematics becomes more feasible
where narrative techniques such as emphasis (spatially or visually) can be used
to highlight relevant segments to help connote a theme.</p>
          <p>The possibilities apparent from this investigation are summarised in the
table in figure 4. Decisions and selections made in generation may be influenced
thematically by making the objective of the decision thematic as well as for plot
objectives. Further thematic integration can be achieved through emphasis at
the presentation or plot levels and other presentation choices such as style may
have an influence that could be worked in favor of desired themes.
5</p>
        </sec>
        <sec id="sec-1-13-4">
          <title>Future Work and Conclusion</title>
          <p>In this paper we describe an investigation into the potential challenges of
integrating a thematic system with narrative generation. It is possible that a
thematic approach may improve the quality of narrative generation by enriching
the resulting narratives which, could give adapted hypertexts tailored to the
user and of a high quality. However, the question of integration between
narrative systems and thematics is a complex one. At what point in the process
of generation should there be thematic influence and what style of approach or
compromise makes the prospect of a thematic narrative generation system most
feasible?</p>
          <p>Narrative generation is a rich and varied field with a wide variety of
approaches. This variety is maintained in modern work and testament to the fact
that no single perspective is a perfect solution to the problem, with this
compromise approaches are becoming more popular as systems aim to find a successful
middle ground. The complexity of the problem also means there are multiple
stages of a system that it being integrated could exert an influence and effect
the resulting narrative in different ways, all of which pose different constraints.</p>
          <p>It seems that a combination of issues make integrating thematics with
character centric narrative generation difficult. As the quality of such systems is reliant
on rich and complex characters, they are often authored by hand which makes
influencing the stories fundamental elements in an automatic way difficult, at the
same time, abandoning thematic involvement at this level instigates constraints
on the available themes to be used at later levels. These constraints mean that
thematic involvement at the story level (the initial generation of elements) is
important to assure a wide variety of available themes. However, in order to
assure they are exposed correctly involvement at either the plot or presentation
level would be necessary as well. Similarities between parts of plot generation for
both approaches and existing implementations of the thematic model make plot
generation the easier option. The constraints surrounding thematic involvement
at the initial story level however do not necessarily rule it out as a possibility
for integration as compromise approaches may allow for thematic elements to be
introduced to a story using a director agent along side complex characters.</p>
          <p>With an initial exploration of the issues complete, the future of this work is
experimentation with integrating thematics and narrative generation. There are
still also many remaining questions surrounding this process such as how the
thematic scoring would be balanced in an effective way so as to include themes
without spoiling a narrative and also how the effectiveness of a resulting system
could be evaluated.
Versioning in Adaptive Hypermedia</p>
          <p>Evgeny Knutov, Paul De Bra, Mykola Pechenizkiy
Eindhoven University of Technology, Department of Computer Science</p>
          <p>PO Box 513, NL 5600 MB Eindhoven, The Netherlands</p>
          <p>debra@win.tue.nl, {e.knutov, m.pechenizkiy}@tue.nl
Abstract. This paper presents an approach that uses the terms, operations and
methods of versioning applied to the Adaptive Hypermedia (AH) field. We
show a number of examples of such a use which helps to facilitate authoring,
managing, storing, maintenance, logging and analysis of AHS behaviour,
providing extensive flexibility and maintainability of the systems.</p>
          <p>Keywords: Adaptive Hypermedia, Versioning Systems, Revision Control,
Authoring, User Model Updates, Context Changes.
1 Introduction</p>
          <p>Versioning (also known as revision control, source control or code management) is
the management of multiple revisions of the same unit of information. It is commonly
used in engineering and software development to manage the development of digital
documentation/code that are usually produced and maintained by a team of software
developers. Changes to these pieces of information are usually identified by
incrementing an associated version and binding it historically with the person, group
or system making the change. On a large scale it is becoming the only way to keep
track of all the changes, perform roll back operations if needed, merge modifications
between different systems, individual users and groups and facilitate provenance
analysis.</p>
          <p>It is becoming obvious that tracking all the changes and operations over evolving
structures makes reasonable and feasible to apply versioning methodologies in
adaptive hypermedia systems. In this paper we will consider basic principles and
operations of revision control applications in Adaptive Hypermedia Systems (AHS).
We will not only start investigating the use of versioning for designing the structure
and content of AHS applications but also take a look at the user model evolution in a
versioning context.
2 Background</p>
          <p>Engineering version control systems emerged from a formalized processes of
tracking document versions. The main idea was to give a possibility to roll back to an
early state of the document. Moreover, in software engineering, version control was
introduced to track and provide access and control over changes to source code.
Nowadays it is widely used to keep track of documentation, source files,
configuration settings, etc.</p>
          <p>As a system is designed, developed and deployed, it is quite common for multiple
versions of the same system to be deployed with minor or major differences within
different environments, furthermore system configuration/settings, state or/and
context evolve which results in multiple co-existing system versions as well.</p>
          <p>If we look at the revision control system as a system used to deliver a certain
version of source code, documents, tables, or any file type or folder to a particular
user at a given time or on request it may resemble delivering adapted content to a user
in an Adaptive Hypermedia System. Of course version control systems are
straightforward and don’t take into account any user model or context changes, don’t
have any semantic or proof layers or any conceptual knowledge representation, but on
the other hand provide very flexible techniques to deliver selected content in a certain
context to a designated user, and facilitate methods to save and track system changes
in a very efficient way.</p>
          <p>At the same time AH systems store and process a lot of information, which is
highly sensible to a context data and vice versa - context data itself, is highly dynamic
and influences the adaptation process. Thus tracking AHS alterations and
environment changes is a tightly connected task which requires storage and
computational resources.
3 Revision Control in AHS</p>
          <p>Hereafter we consider basic aspects of versioning in application to AHS, provide
analysis of core terms and operations in parallel with AH. We take up major types of
changes in a context of AH systems, models and process flow, thus coming up with a
taxonomy of AH versioning techniques, types of changes and applications areas. As a
result we come up with two examples typical for the AH field: one is an e-learning
application providing an adaptive course and the other is a recommender system. We
encapsulate these examples in a versioning context.
3.1 Types of Changes and Versioning Flow</p>
          <p>
            In a layered structure of a generic AHS [
            <xref ref-type="bibr" rid="ref25 ref26 ref7 ref8">7, 8</xref>
            ] we presume that each layer is
responsible for “answering” a single adaptation question [
            <xref ref-type="bibr" rid="ref21 ref3">3</xref>
            ], like Why?, What?, To
What?, Where?, When and How?. Each layer may have its own data structure and
thus also have its own way of dealing with evolutionary and versioning concepts of
the system. This versioning structure in its turn can be devised and maintained using
different technologies varying from a source control application to a historical Data
Base. We don’t investigate in the paper which technology is best suited for each of
these layers (or questions), however we will speculate on this question, suggesting
solutions. At the same time we take up basic terms and concepts of versioning and
look at them through the eyes of Adaptive Hypermedia. In figure 1 we sketch the core
components of a layered AH architecture and provide annotations with use-cases. We
will first discuss versioning terms and operations in section 3.2 and then consider
most of these use-cases in detail in section 3.3 through examples.
          </p>
          <p>Fig. 1 Versioning process highlights</p>
          <p>System deployment and analysis – changes done to an AHS to deploy the system in
different environments, usually performed by the domain experts, whereas taking up
the specifics of the domain to set up system logging, and analysis facilities.</p>
          <p>
            We are not discussing technological aspects in depth, but can speculate about
versioning (and related) applications to be used, and can foresee a number of
wellknown methodologies such as conventional source control systems and historical data
bases for storing and querying for changes. OLAP technologies would suit to perform
analysis. In addition a variety of custom-build systems (such as ontology versioning
available in OntoView [
            <xref ref-type="bibr" rid="ref2 ref20">2</xref>
            ]) could also be considered.
          </p>
          <p>Fig. 2 AHS versioning taxonomy
3.2 Concepts and Operations of Revision Control</p>
          <p>Here we would like to discuss the basic concepts of revision control and how they
refer to the concept of evolution in AH systems. We will try to give a clear idea of
how a particular concept or operation can be applied and will draw parallels with
evolution and changes in AH through examples.
3.2.1 Basic versioning terms</p>
          <p>Baseline – an approved version, usually the most stable, from which all the
consequent versions are derived. In the AH field this is usually the core application,
consequently used in different environment settings, within different user groups and
thus being tuned up for those particular settings, which results in evolution and
therefore new versions of the application. If we talk about UM – then the default
version with which the user started can be considered as the baseline. In case of
further analysis baseline is always the point of comparison of the application
functionality and stability.</p>
          <p>Branch – an instance is considered to be branched at a point in time, when from
that time and on, two concurrent but independent versions of the same instance
coexist. As we have mentioned above, any AHS may result in a new set of settings or
being used by a completely different group of people, thus a tune-up of the system
will be required to meet the new settings or requirements. In these terms every AH
system or model emerges in a branch of the initial baseline, representing a new
authored version of the application (model/sub-system). Hence these systems may
coexist.</p>
          <p>Branch can be also used as a prior concept of the User Model update, presentation
generation or any other functionality which preview or try-out is desirable to analyze
system behaviour. Even though the branch itself may not be used in the forthcoming
version or update, a preview of a presentation or a try-out version of the application or
engine will help to identify, observe and analyze the “what-if” case, and with the
successful outcome commit branched changes, label as a new baseline or a head
revision or merge them. This can be applied in terms of UM as well, considering the
case when committing user properties to the latest application state is not desirable,
however would be advantageous to see what can happen with the user in the new
application environment. Though this UM case deviates from the original concept of
the branch in a source control, it still uses the same principle of a concurrent instance,
and in our case it is mapped on a context of UM in AH.</p>
          <p>Head – the most recent commit, in other words the most latest version of the
application/model existing on a single or multiple branches, with the latest
functionality aspects prescribed to this branch(es). For UM the head revision is
always the latest state of the model with all the corresponding values being updated to
the latest state in the application.</p>
          <p>
            Commit – applying changes to a central repository (branched or baselined) from
one or multiple working sources. Usually the authoring and set-up processes require a
number of experts, correspondingly a number of working instances which should
emerge in a baseline version which in turn will require to commit all the authors’
changes. In User Modeling we consider committing the changes to the user model
values. At the same time not all the latest user changes should be committed to the
user model in order to provide system stability (for example as it was done in AHA!
system [
            <xref ref-type="bibr" rid="ref23 ref5">5</xref>
            ]).
          </p>
          <p>Conflict – conflict occurs when the system can’t reconcile changes made to the
same instance of the structure. E.g. when the same concept properties are changed by
two different authors, trying to commit them in the same course may result in a
conflict which will require reconsideration of a concept structure and manual
interference. Though conflict resolution may not guarantee such a property of the AH
system as confluence, we can anticipate that versioned and annotated structures of the
Domain or Adaptation model will be helpful in confluence analysis.</p>
          <p>Change (difference, delta) – represents a specific modification under the version
control. Though the granularity of change may vary from system to system, change
always represents the basic structure of versioning concept. Changes evolve from the
baseline, are branched, become new baselines, are committed, then resolved and
merged. Depending on AH system, different instances can be changed (concepts,
relationships, properties, content, context, rules or even a complete model or
subsystem).</p>
          <p>Moreover considering changes – is the best way to compare system functionality
and settings, which is very important for analysis of inherited and evolved (branched
– in terms of version systems) functionality of AHS.</p>
          <p>Merge – in conventional source control systems – merge usually refers to a
reconciliation of multiple changes made to different copies of the same file. In AH
merge can be considered as part of an authoring or set-up process, where all the
development and changes from different authors or domain experts come together. In
general we can perform the merge operation over concepts, relationships, properties,
individual user properties and user groups, ontologies, rule sets, etc. As a result merge
provides a clear picture how (from which sources) the concerned concept or a
property has emerged, facilitating application playback and analysis of changes. In
applications where merge regulates UM values this operation can be granted to the
user as well.</p>
          <p>Resolve – is a user intervention in conflict resolution of 2 or more conflicting
versions. We refer this to the authoring stage and let the experts decide on the
outcome, or facilitate end-user resolution when dealing with UM.</p>
          <p>Tag, Label – refer to an important snapshot of the system or its part in time
implementing a certain functionality which has to be marked/tagged to settle a new
state of the application.. This may be a stable Domain Model structure or a new user
group with common interests (for instance).</p>
          <p>At the same time an explicitly labeled structure of the model may be used in the
context of OLAP (On-Line Analytical Processing). We will elaborate on this case
below.</p>
          <p>As we conclude, all aforementioned concepts of versioning and source control as
they are applied purely in software engineering and document control can be
represented in terms of Adaptive Hypermedia Systems, facilitating system flexibility
and extensibility
3.2.2 Versioning operations</p>
          <p>
            Having considered the basic concepts of versioning in the context of AHS, we can
come up with the following classes of operations which will reflect typological and
structural types of changes. The following taxonomy of operations was proposed in
[
            <xref ref-type="bibr" rid="ref2 ref20">2</xref>
            ] in application to ontology evolution, however here we’re trying to extend and
elaborate it in terms of Adaptive Hypermedia. Hereafter we describe the properties of
versioning operation.
          </p>
          <p>Transformation – is usually a set of actual changes taking place over the evolving
structure. These may be: changing properties of concept, classes (in case of
ontologies), adding or removing concept structures.</p>
          <p>Conceptual changes (may include concept and concept relationship changes) will
refer to conceptual and abstract changes of the representation, structure and
relationships within the AH system. This type of changes includes changes of types,
relations, conceptual representation of a knowledge. It may also include relations
between constructs of two versions of the model. Conceptual changes should be
always supervised and carried out manually.</p>
          <p>Descriptive changes – usually deal with metadata describing the reason,
intentions, author’s credentials, etc., regarding the new version of the model,
ontology, relation or a concept. Descriptive changes don’t contribute to the actual
change, however may help to reason over different versions of the same instance.</p>
          <p>Context changes - will describe the environment in which the current update was
made and in which it is going to be valid. At the same time all the environment
settings for a particular change can be considered as a context change. E.g. changing a
concept in the Domain Model we can consider the state of all the concept
relationships as well as some other Domain specific information as a local context of
this change. At the same the complete system environment is a context of embedding
a new adaptive engine or re-organizing user groups. As we can see from these
examples – context changes can be and usually are the most space and effort
consuming, moreover domain experts usually analyze all the modifications in terms
of contextual changes to capture the complete picture of a particular change.
4 Use-Cases</p>
          <p>In order to demonstrate our conceptual view of versioning in AH, we present two
examples that are typical for the AH field.
4.1 E-Learning application use-case</p>
          <p>Let’s consider the following: the same discipline is taught in two different
universities, where adaptive courses Course 1 and Course 2 on this subject are
provided to the students (see fig. 3). After one year, a curriculum plan in the first
university (University 1) changes and one of the teachers is asked to change (refine)
the course navigation structure and some of the content which results in a new version
of the course (Course 1 ver.2). At the same time one of the students moves from the
second university (University 2) to the first one (University 1), having received the
credits for a first part of the course (Course 2). The aforementioned teacher is creating
a new version of the course, reusing the complete structure and introducing only
designated changes (in navigation structure, updating adaptive engine with the
associated changes in rules and changing content). Thus the initial version of the
navigational structure is preserved to trace back, compare and analyze how the user
behaviour changes (paths, clickstreams). At the same time the student’s User Model
(which has been created in another university) (UM ver.1) emerges into a new version
(UM ver.2), providing the student and his supervisor the possibility to compare basic
concepts of Course 2, perform reconciliation and merge the corresponding UM values
(of the results that the student has achieved taking the similar course in another
university), and at the same time keep the history of his studies. On the other hand the
automatic concordance is also possible if only the changes made in the course are
corroborated with the additional descriptive information (is accompanied by the
descriptive change (see section 3.2.2)) which contains extra explanations how to
reason and update values (in this case UM values) due to the evolved course structure
and/or content.</p>
          <p>The complete picture of courses updates and user (student) development becomes
transparent and the course instructor may trace back all the changes done to the
course, re-use, update, merge any particular part without creating anything from the
scratch. He can analyze differences in and between courses.</p>
          <p>Fig. 3 Versioning adaptive courses
4.2 Recommender system use-case</p>
          <p>In our second use-case we would like to outline the advantages of applying
revision control in recommender systems. Typically, comparing a UM state to some
reference characteristics, and predicting the user’s choice, the system evolves from
the initial user profile. Each recommendation step (viewing an item, ranking it and
getting recommendations) corresponds to a change in the User Model, which in a
conventional system is committed to the latest state not taking into account user
interactions and updates. Considering a versioning structure, we can store the
difference in UM between two commits, thus logging user behaviour, and annotating
it with the action (ranking) done by the user at each step. Later such a pattern of
successful behaviour can serve as a recommendation to the other users providing the
provenance of each recommendation step (how was this recommended and when, in
what context, what was the user model state at that point in time and what has
influenced the recommendation). The same happens with the recommended items,
which evolve, can be modified and in general can have their own history of ratings.</p>
          <p>If the user moves from one system to another, he will face a problem of the user
profile alignment (like in the previous use-case sec. 4.1), where the history of ratings
that he made may help to resolve conflicts. On the other hand labeling and tagging of
user and system behaviour may become a basis for OLAP analysis. Building an
OLAP cube where numeric facts (or measures), categorized by dimensions can have a
set of labels or associated metadata (which is essentially corresponding to the labels
used in the versioning system) will allow to organize everything in a form of
multidimensional conceptual view and apply ‘slice and dice’ operation as the most</p>
          <p>Fig. 4 Versioning in Recommender system</p>
          <p>To conclude this use-case we would like to outline the ideas and principles used in
a context of Recommender System. A new modification of product in the stock can be
designated by a new version, it inherits corresponding properties and ratings.
Versioning makes possible for products (product concurrent versions) to co-exist. It
also helps to store product updates and a context of these changes efficiently. Thus we
can create concurrent instances of products and ratings within different applications,
inherit ratings, properties and merge these changes. The User Model versioning
allows to analyze user step-by-step behavior (incl. user trend, etc.), compare changes
with other users in order to provide similar recommendation patterns in a case of
successful outcome.
4.3 Use-cases conclusions:
For the aforementioned use-cases we would like to conclude with a summary of
approaches we suggested in the introduction and outline the advantages of versioning:
Authoring – versioning helps to create, maintain and re-use concurrent versions of an
application, model or a particular property and value (e.g. course and a corresponding
content), saving authoring effort.</p>
          <p>Storing – versioning offers an efficient way to store changes, annotate them, label,
present in a hierarchical structure. This saves space for a large scale system and keep
track of the system history.</p>
          <p>Maintenance – structured changes and a set of basic concepts and operations (merge,
resolve, commit, tag/label, head and branch) are sufficient to maintain and reconcile
application conflicts, create concurrent versions or comprise functionality
implemented in different systems in one application (merging changes from different
branches).</p>
          <p>Logging – logging incremental changes (of the application, user model or a context)
provides playback possibilities and serves as a ground of system analysis. Logging in
terms of UM updates (or steps taken) will provide a basis for comparison of
behaviour patterns and advance provided recommendations.</p>
          <p>Analysis – versioning facilitates analysis of the step-by-step system and user
behaviour to identify trends; tagging and labeling can facilitate more complex
analytical approaches (such as OLAP) providing the required structure and
description of the data; hierarchical incremental logging results in a clear and
transparent structure of system changes and an overall evolution picture.
5 Conclusions and Further Work</p>
          <p>In this article we tried to map a conventional versioning approach onto the field of
Adaptive Hypermedia, providing clear parallels in terms of versioning concepts and
operations. We tried to make first steps in this direction in order to show advantages
of this approach and outline the perspective of applying these techniques and
methodologies in order to facilitate the transparency of AHS evolution through
versioning.</p>
          <p>Considering further work directions we can think of describing layers of a generic
adaptation framework in a versioning context (or essentially looking at the basics of
adaptation through versioning), investigate technologies (e.g. source control,
historical data bases, etc.) that meet the requirements of the framework and come up
with the detailed structure and operations to devise these versioning facilities.
Acknowledgements. This research is supported by NWO through the “GAF: Generic
Adaptation Framework” project.</p>
        </sec>
      </sec>
    </sec>
  </body>
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