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    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Live Annotation and Content Discovery in Personal Learning Environments</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Joseph Corneli</string-name>
          <email>J.A.Corneli@open.ac.uk</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Alexander Mikroyannidis</string-name>
          <email>A.Mikroyannidis@open.ac.uk</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Knowledge Media Institute, The Open University Milton Keynes MK7 6AA</institution>
          ,
          <country country="UK">United Kingdom</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Personal Learning Environments (PLEs) are gradually gaining ground over traditional Learning Management Systems (LMS) by facilitating the lone or collaborative study of user-chosen blends of content and courses from heterogeneous sources, including Open Educational Resources (OER). Our work is focused on the social aspect of PLEs, and particularly on live interactions between learners, real-time annotation of OER and content discovery. This paper describes Gravpad, a service for sharing live annotations, and showcases how it can contribute to social learning within a PLE.</p>
      </abstract>
      <kwd-group>
        <kwd>personal learning environment</kwd>
        <kwd>open educational resource</kwd>
        <kwd>live annotation</kwd>
        <kwd>content discovery</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Personal Learning Environments (PLEs) have recently emerged as an answer to the
growing need for ubiquitous and flexible learning environments. PLEs follow a
learner-centric approach, allowing the use of lightweight services and tools that can
be accessed and customised from a variety of devices, such as PCs, netbooks,
smartphones, etc. Rather than integrating different services into a centralised system,
PLEs provide the learner with a variety of services and hand over control to her to
select and use these services the way she deems fit [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
      </p>
      <p>In the context of the European project ROLE (Responsive Open Learning
Environments1) we are working towards the transformation of OpenLearn2, which is
currently a public, course-centered LMS, into a PLE. The goal is to enable learners to
easily construct and maintain their own learning environment, consisting of mash-ups
of their preferred learning tools, services and resources, including:
• an e-portfolio describing learner goals and achievements,
• tools for collaborative authoring,
• tools for real-time meetings, and
• portals/aggregators connecting each learner to other learners and to
additional external resources.
1 http://www.role-project.eu
2 http://openlearn.open.ac.uk/</p>
      <p>There are some thematic critical questions to ask at the outset. The answers will
frame our approach in the following sections.</p>
      <p>Question 1: What makes a “personal learning environment” special?
The idea is that extra value can be delivered to the student by observing the way
they interact in the PLE, and adapting the system's behaviour based on these
observations.</p>
      <p>Question 2: Where will the aggregated content in the PLE come from, and how can
we be sure it is useful?</p>
      <p>To the greatest extent possible, the PLE should be truly personalized by its users:
not only should they be empowered to share content and ideas, but also to change the
defining features of the system itself.</p>
      <p>Question 3: What is different about providing a collection of community-curated
content on the one hand, and simply advising learners to use the internet as a whole
on the other?</p>
      <p>The difference lies in the social aspect of working on topics of common interest.
Search engines exist to provide access to information, but typically they do much less
in the other direction, i.e. when it comes to sharing information with the world. This
gap is partially filled by blogs, mailing lists, and so forth. However, we believe we
can do better, by creating a service that adapts not only to the preferences and
behaviour of individuals, but also to the behaviour of groups who share common
interests.</p>
      <p>In this paper, we will expand on these ideas through the particular example of
Gravpad, a modified version of Etherpad3 that can be used to make and share
annotations to web content in real time. We will discuss the ways in which Gravpad
relates to the other PLE elements mentioned in the bullet points above. First, we will
review the PLE idea by looking at a particular learning scenario.
2</p>
    </sec>
    <sec id="sec-2">
      <title>Personal Learning Environments: The OpenLearn scenario</title>
      <p>The following scenario showcases the use of widget mash-ups in the context of
collaborative authoring between OpenLearn users. Let us consider Ann, a student at
the Open University, who is taking a course on sustainable energy (T206 - Energy for
a sustainable future4). One of her group assignments is on the 10:10 climate change
campaign. In order to assist the class in this assignment, her tutor has setup a special
page in OpenLearn, with introductory OER from Open University learning units,
iTunesU albums, and YouTube videos5.
3 http://code.google.com/p/etherpad/
4 http://www3.open.ac.uk/study/undergraduate/course/t206.htm
5 http://labspace.open.ac.uk/course/view.php?id=5177
Ann studies this material first, and then decides to explore some more. Her tutor
has suggested a set of widgets within the OpenLearn PLE template shown in Figure 1.
Ann starts off with the ObjectSpot search widget to discover more OER on
sustainable energy, coming from OpenLearn courses, iTunesU, Wikipedia,
SlideShare, and YouTube. She takes notes on the EtherPad widget, which she shares
with her group members. She then has a videoconference with them, through the
FlashMeeting widget, revising their joint notes on the EtherPad widget at the same
time. Ann adds some figures about carbon emissions from the carbon emissions
gadget into the group’s EtherPad notes, and she and others in her group look for
references to web pages about airlines that offer carbon offset services. Finally, Ann’s
group is ready to create their report for the assignment, by expanding and formatting
their notes.
6 http://labspace.open.ac.uk/mod/resource/view.php?id=420341&amp;direct=1
2.1</p>
      <sec id="sec-2-1">
        <title>Swarms: A sense of co-presence</title>
        <p>Suppose Stan is also on the same course, but in another group. Because the
Etherpad widget is set up with Gravpad extensions, he is able to follow changes from
other students in real time. For example, the URLs that Ann's group found about
carbon offset programmes are drawn into a link aggregator shared by all course
students. This is useful to Stan because his group has decided to focus on the impact
of national polices around climate change, and he notices from Ann's notes in the link
aggregator that carbon offset services tend to conform to the requirements of various
national programmes. His group uses Gravpad to make further annotations attached to
the pages Ann’s group found, as shown in Figure 2.</p>
        <p>In the mean time, Ann's group has finished a first draft of their report. Before
submitting, they check for activity in the course and find several key points they
hadn’t considered have been discussed in the notes attached to the pages that
comprised their key references. They decide to make another round of revisions in
light of the new things they’ve learned.
3</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Implementing Gravpad</title>
      <p>We saw in the previous example how social interactions can shape a learning
landscape. Indeed, the central idea for Gravpad is precisely to “bend” a collection of
existing content to one’s purpose.</p>
      <p>
        In a way, this idea is already present in the PLE concept. Annotations are just one
example of a paradigm of social-semantic knowledge management. Gravpad operates
as a recommender system applied in a real-time context; a variety of data streams in
addition to web annotations could be used. For example, in [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], Wolpers et al. sketch
out a broad scheme for making use of Contextualized Attention Metadata (CAM).
This scheme resolves at a level of detail that includes things like the links followed in
a given browsing session, or the programs used together in a given editing session.
Gravpad should allow us to dive into interactions at a very fine-grained level, e.g. to
make interventions on a word-by-word basis.
      </p>
      <p>
        The current Gravpad implementation [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] has been built on top of the
Greasemonkey7 plugin for Firefox. This plugin allows the Javascript code of a
modified Etherpad to be executed in the selected web page, offering a real-time,
shared pad alongside the web page, as shown in Figure 2. The idea of using Etherpad
to offer real-time writing advice is part of another contemporary research project
(Dana Chandler, personal communication). Future implementation work around
Gravpad will develop its usefulness in resource discovery, real-time context
awareness, and social networking.
3.1
      </p>
      <sec id="sec-3-1">
        <title>Free culture as motivator</title>
        <sec id="sec-3-1-1">
          <title>Aaron Krowne writes in [4]:</title>
          <p>“I contend that free culture is so compelling that users will be drawn to virtual
places that allow them to work with it, use it, manipulate it, and bring it into the
context of their lives and their interests.”</p>
          <p>
            Krowne cites the work of Brusilovsky et al. on web annotation (cf. [
            <xref ref-type="bibr" rid="ref5">5</xref>
            ], [
            <xref ref-type="bibr" rid="ref6">6</xref>
            ]) as one
example of a “free culture” trend.
          </p>
          <p>Comparing Etherpad and the Web, we see the difference between a radically
open/free production model (given the URL of a pad, anyone can contribute) and a
more closed, ownership-based model (I control what happens on my domain, my
blog, my course, etc.).</p>
          <p>We also see how these two models fade into one another (e.g. Etherpad’s “pro”
setting allows the user to create a password-protected collection of pads, and blogs are
typically open for comments). Even so, Etherpad seems paradigmatic for today’s
“open web”. Gravpad mashes up this new radically open model and the more staid
model of Web 1.0.</p>
          <p>The resulting ability to make comments on anyone's web page without their
explicit or implied permission, combined with the ability to filter out comments and
pages based on various user-definable and extensible criteria, including
contentbased, time-based and social metadata, all serves to suggest that Gravpad may be
“web annotation done right” – at least from the point of view of free culture. If user
freedom is indeed a strong incentive for participation, will be what counts.</p>
        </sec>
        <sec id="sec-3-1-2">
          <title>7 https://addons.mozilla.org/en-US/firefox/addon/748/</title>
          <p>3.2</p>
        </sec>
      </sec>
      <sec id="sec-3-2">
        <title>Buy-in and scalability</title>
        <p>Now that Etherpad is available as an easy-to-install open source tool, it can be
deployed on any GNU/Linux-based server, and mixed with any collection of tools to
gather and manage data about interactions.</p>
        <p>Accordingly, Gravpad could be used “internet-wide” – or on a very small scale.
New features in Etherpad and Gravpad allow for fine-grained management of access
and event notifications. As mentioned above, Etherpad is only one of many potential
sources of content that could be exploited by a Gravpad server in order to make
highquality recommendations.</p>
        <p>Of course, syndicating operational transform data is more intensive than
syndicating lightweight status changes. In the current demonstration version of
Gravpad, recent changes are just published as JSON data. In principle, a distributed
collection of Etherpad instances could be polled for changes in a similar manner, and
their recent changes lists aggregated. The Salmon Protocol8 provides a way for
“annotations to swim upstream to original update sources”, which could remove the
need for active polling in favor of a push-based mechanism.</p>
        <p>Future challenges in include federating Gravpad servers (perhaps taking the Wave
federation protocol as a starting point9); becoming increasingly proficient at noticing
implicit connections, in order to create explicit annotations; and developing additional
tools to measure the “closeness” and mutual attraction of resources and activities, and
the appropriateness of recommendations using these measures.
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Related work</title>
      <sec id="sec-4-1">
        <title>Google Wave is the most well known related example.</title>
        <p>things from the course of development taken by Wave.</p>
      </sec>
      <sec id="sec-4-2">
        <title>We can learn several 1. 2.</title>
        <p>Don't try to do everything on one centralized server. As noted, Wave was
designed with federation in mind, but Etherpad is perhaps already ahead of
the game simply by being easy to install on your own server.</p>
        <p>Do one thing and do it well. Etherpad seems to get perfect marks here.
Wave may have suffered from being too complex for both users and
developers.
3. Be compatible with the way people already work. For example, Jan
Moringen and Joe Corneli have been working to integrate Emacs and
Etherpad in a branch of the Rudel project10. At the opposite extreme, Wave
wasn’t directly connected to more popular Google tools like Gmail, which
seems like a missed opportunity.</p>
      </sec>
      <sec id="sec-4-3">
        <title>8 http://www.salmon-protocol.org</title>
        <p>9 http://www.waveprotocol.org/
10 http://www.emacswiki.org/emacs/Rudel</p>
        <p>At the same time, despite being discontinued as a stand-alone project, Wave’s
legacy may be with us for a long time, either in the form of Google API-based
products (like social widgets), or the Novell’s Wave-like and Wave
Federationcompatible Pulse11.</p>
        <p>
          In any case, real-time collaboration is here to stay. People have used the idea of
operational transform since 1989 [
          <xref ref-type="bibr" rid="ref7">7</xref>
          ] to synchronize content ranging from digital
designs to raw data [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ]. The literature on personalization and recommendations is too
large to review here, but one can begin with a recent book [
          <xref ref-type="bibr" rid="ref9">9</xref>
          ]. Finally, new standard
for syndicating semantic information about real-time interactions has been coming
into its own recently in the form of “Activity Streams”12.
        </p>
        <p>
          Current Web 2.0 practices in user-generated annotations can also provide us with
useful directions. A popular way for organizing content in Web 2.0, is tagging it with
descriptive terms. This bottom-up collaborative process results in social
classifications known as folksonomies [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ]. An important aspect of a folksonomy is
that it does not contain a hierarchy, or any directly specified parent-!child or sibling
relationship between its tags. Nevertheless, there exist relations that cluster tags
referring to common resources. Compared to ontologies, folksonomies offer greater
flexibility and adaptability in organizing information. A similar approach can be
adopted in this project for organizing the annotations users produce in real time.
5
        </p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>Conclusions and Future Work</title>
      <p>We have seen that Gravpad gives people the opportunity to share context, whether
temporal (co-editing a document in real time) or spatial (comments appear in-place,
attached to the objects of interest). We also saw in an example how Gravpad can
spread interactions out over time, bringing new resources to light and new creating
opportunities for multimodal interaction in a shared PLE. Our future efforts will be
directed towards integrating Etherpad with other social gadgets in the PLE, and on
refining our recommendation algorithms accordingly. Finally, a key theme of this
paper has been that interaction tools should be tailored to their users (and not the other
way around), and we will endeavor to make Gravpad, like Etherpad, easy to
customize and extend.</p>
    </sec>
    <sec id="sec-6">
      <title>Acknowledgements</title>
      <p>The research work described in this paper is partially funded through the ROLE
Integrated Project, part of the Seventh Framework Programme for Research and
Technological Development (FP7) of the European Union in Information and
Communication Technologies.
11 http://www.novell.com/products/pulse/
12 http://activitystrea.ms/</p>
    </sec>
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