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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Scaffolding Collaborative Learning Opportunities: Integrating Microworld Use and Argumentation</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Toby Dragon</string-name>
          <email>toby.dragon@celtch.de</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Bruce M. McLaren</string-name>
          <email>bmclaren@cs.cmu.edu</email>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Manolis Mavrikis</string-name>
          <email>m.mavrikis@lkl.ac.uk</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Eirini Geraniou</string-name>
          <email>e.geraniou@soton.ac.uk</email>
          <xref ref-type="aff" rid="aff3">3</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Carnegie Mellon University</institution>
          ,
          <country country="US">USA</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>CeLTech, Saarland University</institution>
          ,
          <country country="DE">Germany</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>London Knowledge Lab, Institute of Education, University of London</institution>
          ,
          <country country="UK">UK</country>
        </aff>
        <aff id="aff3">
          <label>3</label>
          <institution>School of Education, University of Southampton</institution>
          ,
          <country country="UK">UK</country>
        </aff>
      </contrib-group>
      <fpage>27</fpage>
      <lpage>35</lpage>
      <abstract>
        <p>This paper presents our research efforts to support students' collaborative process when learning mathematics and science as they interact in microworlds and engage in discussions and structured arguments. From a pedagogical perspective, the system provides students with an environment to explore challenging problems and encourages them to collaborate. The collaboration takes place in a discussion environment that is integrated with microworlds, allowing students to discuss and argue with one another and share their rationales and insights. The challenge of this work lies in providing students, teachers, and researchers with coherent, unified feedback within the system as a whole. To accomplish this, the system must combine and analyze student actions across tools, and results of those actions. We conclude that the integration of these two types of software tools provides a solid foundation for intelligent analysis of student collaboration.</p>
      </abstract>
      <kwd-group>
        <kwd>Collaboration</kwd>
        <kwd>intelligent support</kwd>
        <kwd>microworlds</kwd>
        <kwd>argumentation</kwd>
        <kwd>discussion</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        1 Introduction
Technological advances and research in technology-enhanced learning (TEL) have
enabled at least two ways in which computer-based environments can support the way
students learn mathematics and science. The first is through Exploratory Learning
Environments (ELEs) including microworlds and simulations, which hold the promise
of making abstract ideas concrete and manipulable [
        <xref ref-type="bibr" rid="ref1 ref2">1, 2</xref>
        ]. The second is through
computer supported collaborative learning (CSCL) and particularly dialogue and
argumentation [
        <xref ref-type="bibr" rid="ref3 ref4 ref5">3, 4, 5</xref>
        ] which provide students the means to engage in discussions
and structure arguments.
      </p>
      <p>
        The work presented here attempts to blend these two approaches to learning by
integrating ELEs with a discussion and argumentation environment, thus enabling the
possibility to learn in ways that were not previously possible. Some prior steps have
been taken in this direction; for instance, the CoChemEx project explored the
combined use of a virtual laboratory environment with a collaborative discussion
environment, finding that scripted use of the integrated environment was easier for
students than a non-scripted environment [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. The Rashi project also experimented
with combining tools for data exploration and argument construction in a
collaborative context, finding that the addition of collaboration increased the amount
of student effort within the system [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ].
      </p>
      <p>Integration of discussion and exploratory learning environments has the potential
to provide unique learning opportunities. Students can support each other by sharing
domain knowledge (a form of peer tutoring), and students arguing about their work
can promote deeper understanding than the students could gain working
independently. However, there is a large potential for confusion, or missed
opportunity when students are working in different tools and with different conceptual
knowledge. The unique aspect of this work is our attempt to use an intelligent
support system to recognize differences in student’s knowledge, and to support the
movement between different tools in such a way that students gain the benefits of
peer support and argumentation about constructed knowledge.</p>
      <p>This work is being done within the context of an EU-funded project (Metafora1),
which aims to provide a holistic environment in which students will collaboratively
plan and organize their work, as well as collaborate in solving challenges and
problems over a relatively long time period.</p>
      <p>
        This paper presents a particular use case in mathematics and introduces the
challenges that we face in our efforts to analyze students’ collaborative process while
they interact in a mathematical microworld and simultaneously have the opportunity
to engage in discussions and structured arguments. In the microworld, called
eXpresser, students construct patterns of repeated building blocks of square tiles and
their associated algebraic rules, as described in more detail in the next section.
Underlying this goal, the main objective is to promote students’ appreciation of the
power of algebra [
        <xref ref-type="bibr" rid="ref8 ref9">8, 9</xref>
        ].2 In parallel, students engage in discussions in LASAD3, a
web-based argumentation tool that enables groups of learners to discuss their work in
a structured way [
        <xref ref-type="bibr" rid="ref10 ref11">10, 11</xref>
        ]. LASAD is a collaborative, shared workspace containing a
graphical argumentation environment and a chat tool. Students use this space to share
ideas and organize their thoughts as they learn new concepts, and discuss or argue.
      </p>
      <p>
        Both of these tools have analysis agents that can provide intelligent support.
Several computational components analyze students’ interaction in eXpresser and a
rule-based system offers suggestions or hints designed to help them complete the task
they are undertaking [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]. The LASAD tool offers a generic framework for feedback
[
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] and a rule-based system that offers advice on the structure of arguments, such as
whether “claims” are supported by “facts” and “questions” are answered with
“answer” objects. The output from these analyses can be combined to offer feedback
that supports collaboration and helps students make progress while they grapple with
the challenge.
      </p>
      <p>The Metafora system incorporates these tools (as well as other tools not mentioned
here), providing communication and control abilities across tools. The tools, and their
associated intelligent support components, are linked both through interface elements
1 http://www.metafora-project.org
2 eXpresser was developed in the context of the MiGen project (see http://www.migen.org)
3 http://cscwlab.in.tu-clausthal.de/lasad/
and data sharing components. Each tool records lower-level events (termed
indicators) that note instances or summary of student activity, and higher-level events
(termed landmarks) that note a significant accomplishment or evaluation of student
work. An overall analysis component analyses these events to identify situations
where intervention might encourage peer support or shared knowledge evaluation. To
concretize the purpose, architecture, and usage of the system, section 2 presents a
specific use case to illustrate how students might work within the system, and how the
system might respond. Section 3 discusses our generic cross-tool analysis approach
and section 4 concludes that this approach of integration and analysis across tools
provides a solid foundation for supporting student collaborative process.
2 The Integrated Microworld and Discussion Environment in Use
This scenario is meant to highlight the potential benefits and challenges of integrating
microworld and argumentation tools in a pedagogically meaningful way. We seek to
demonstrate how analysis from the individual tools can be combined to recognize
when students should be prompted to use a specific tool, and how they might be
prompted to do so.</p>
      <p>The challenge given to students in this scenario is to use eXpresser to derive
algebraic rules that correspond to structures of their own design, and are general
across variable values. Specifically, in eXpresser, students construct their own models
made of square tiles. These models contain variables that can be changed dynamically
to test their structural generality. For example, Fig. 1 shows a student’s construction
of a model that is comprised of two patterns, the red and the green. The red pattern
(made of a building block of 2 tiles) is repeated horizontally 5 times. In an effort to
make the model general and animate it, the student specifies that the green pattern
(made of a building block of 5 tiles) is repeated ‘one more time’ than the red building
block. To achieve this, the student creates a variable called ‘gaps’ to represent the
number of gaps in the model. In order to color the model, the student has to specify
algebraic expressions that represent the number of tiles in each pattern and
subsequently define the model rule that represents the total number of tiles in the
model. It is evident that the same model can be constructed in different ways, leading
to different model rules. The description of the task and the classroom culture
encourages students to construct structurally different models.</p>
      <p>
        Subsequently, a collaborative task encourages students to discuss the correctness
and equivalence (or not) of their derived rules. It challenges students to read,
deconstruct and match their rule with their own model as well as with their partner's
model. In previous work we have established the benefit of these collaborative tasks
in that they provide students with opportunities to reflect on their interaction with the
system and develop strategies that allow them to justify the correctness and
equivalence of their rules [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]. We now envision that students are given this task
within the Metafora system, which provides access to both the eXpresser and LASAD
tools. The students can use LASAD to share and discuss their models with the other
students in a group. Ultimately, the goal is for the students to reach an agreement and
understanding of the importance and usage of algebraic rules.
      </p>
      <p>As students are working individually at the beginning, the analytic tools of
eXpresser look for landmarks, i.e. significant points that demonstrate important
information about a student. One situation that might occur is that Student A achieves
the landmark of creating a “general rule.” The analytic tools of eXpresser recognize
and report this event to the analysis channel in the Metafora framework. The Metafora
analysis agent recognizes that Student B has not yet reached this landmark. The
LASAD tool reports any sharing of models over the analysis channel as well, so the
system can recognize that the two students have not discussed this model. Thus, we
have a situation where Student A has reached an understanding that could be helpful
if shared with Student B. If the system took no action, Student B might struggle a bit
in doing her own generalization, or Students A and B could potentially discuss their
findings and share knowledge on their own. However, if Student B continues to
struggle, and Student A doesn’t communicate her model with Student B, the system
could suggest to Student A that she share her work with Student B and they discuss.
Additionally, or alternatively, this information can be conveyed to the teacher who
can take appropriate decisions.</p>
      <p>
        Here we see some of the pedagogical benefits of linking the individual workspace
with a group discussion space. Rather than relying entirely on automated feedback
from within the microworld, we can exploit the advantages of collaboration to
encourage students to help each other. Similar tactics for encouraging students to help
one another have been suggested in prior work on the Rashi project where the system
used an expert knowledge base to recognize differences between student knowledge
and would then elicit conversation about these differences [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]. Likewise, in the
Metafora system, we can recognize differences in landmarks for students, and
encourage discussion in this context.
      </p>
      <p>
        The Metafora analysis agent then monitors indicators (the lower level events such
as messages sent and statements created in the argument space) logged from the
LASAD tool to the analysis channel of the Metafora framework. When the analysis
agent recognizes that the model has been shared, and that a sufficient amount of
conversation has occurred, the system suggests to Student B that she re-visit her
model with the aim of reaching this landmark with her own solution. As the analysis
system for LASAD matures for this specific application, LASAD itself could offer
landmarks, such as recognition that the students have “shared knowledge”, or
“reached agreement”. This is a challenge to be addressed, and can refer to earlier
work in the ARGUNAUT project in which graph and text matching techniques were
used to identify certain critical exchanges between students [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ]).
      </p>
      <p>Finally, after some time passes in which both students are moving between
discussion and microworld environments, the analysis agent in the eXpresser system
reports that student B has created her own general model, attaining the same landmark
as originally attained by student A. Since the analysis agent is now aware that both
students have achieved the landmark “general rule”, the system refers both students to
the discussion environment (if they are not both there), and prompts them to discuss
questions like “How are your models different?”, or “Convince each other that your
models are correct?”. Fig. 2 shows an example of the discussion that follows in
LASAD. Both students provide arguments that, in their opinion, justify the
correctness of their rule. However, in Student A’s opinion, Student’s B argument (Box
4) does not explain clearly why the rule is correct. Having been challenged, Student B
provides a further explanation (Box 12) that demonstrates a better understanding of
the microworld affordances and a growing appreciation of some algebraic concepts
(e.g. by writing “even if the number changes the rule is always correct”).</p>
      <p>
        The LASAD analysis agent can analyze this discussion of differences and
correctness, looking for patterns such as “lack of consensus”. Again, here we see the
benefit of combined systems, knowing that both students have reached the landmark
(creating a “general” rule) allows the system to predict that they should reach
consensus on the correctness of each model. We also see the major challenges offered
by such a task, in recognizing a lack of consensus. The LASAD feedback agent
employs rule-based pattern recognition using information such as the types of boxes
used (e.g. claim, argument, explanation) and linkage between them, as well as limited
text analysis (keywords, etc.) in an attempt to recognize patterns of argumentation.
Once user data has been collected, this work can be extended using proven
machinelearning techniques applied to similar discussion environments [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ]. At least initially,
the system is not likely to be precise enough in this type of decision to directly prompt
interaction with students; rather, a message to a moderating teacher could be used to
prompt her to offer advice and support. For example, if the system recognizes a “lack
of consensus” on the correctness of a model that eXpresser has reported as being
correct in a landmark, the system can report this situation to the teacher. If the teacher
agrees with the diagnosis, or finds the situation interesting in any significant way, she
can then intervene in the discussion helping students appreciate what has been
preventing them from reaching consensus and promoting more effective
collaboration.
We have described a scenario in which an integrated microworld-discussion system
could potentially provide great benefit to collaborating students. The integrated
system can use the accumulated data across the tools to determine, for instance, when
one student or another has reached a landmark. This can be a cue for the successful
student to help the other student.
      </p>
      <p>We now discuss our initial ideas on creating a system that can handle the
abovementioned situation in a generic manner, working also in the context of different
challenges, with different kinds of microworlds, and potentially different types of
discussion environments, in a standardized manner. In this way, we describe how the
analysis agent for the overall Metafora system can recognize and take action to create
the scenario described above.</p>
      <p>First, the intelligent analysis components of the separate tools must share
information, in particular analysis and abstraction of student actions, which allows for
unified analysis of the integrated learning system. The systems remain highly
separated, with each individual tool running from its own server. The over-arching
Metafora system maintains multiple communication channels for the interaction
between tools: an analysis channel where tools’ analysis components can report
indicators and landmarks; and a command channel, where the system can instruct
tools to display specific states or offer feedback to a specific end-user. The server
logs and analyzes data coming in from the analysis channel, and provides commands
to the tools based on this analysis.</p>
      <p>Each tool reports processed information about the current users to the Metafora
system (indicators and landmarks), and receives feedback information from the
system to be presented to a user or a group of users. The challenge for the analysis
agent on the Metafora server is to decide what is relevant information for the given
task and tools. In the example above, we see that one relevant piece of information
from the microworld is the generation of a landmark, in this case the accomplishment
of the high-level task "creating a general rule”. The discussion environment can
provide other pertinent pieces of information by generating indicators of student
activity: in this case indicators showing discussion of the artifacts involved in this
landmark (e.g. references to the “general rule” model that have been shared in
discussion). Considering the generated landmark, we can allow it to act as a phase
judgment consisting of three phases, as presented in Table 1. Here we see that the
landmark defined by the microworld helps define when and how the system
encourages students to use the discussion tool.
We propose that the combined analysis of individual activities (individual students’
actions in a microworld) and collaborative activities (discussion of the microworld
activities between students) can lead to productive intelligent support. The
information provided by individual components can be used to define phases of work
and recognize opportunities for productive collaboration. One major challenge of
employing the approach described here is to generalize beyond the specific use case
above. We have offered insight for a specific scenario between two tools and two
users. Table 1 is the beginnings of a generic way of considering the state of individual
tools in a more global way by the Metafora system. Future work includes scaling this
type of support over multiple tools, in particular, to encompass different microworlds,
and larger groups of students. Another major challenge, related to the first, is defining
an abstraction layer that is able to capture and represent a variety of indicators and
landmarks. Furthermore, such an abstraction layer must represent the connections
between landmarks. For instance, in the example provided, there is a need for the
landmark achieved by Student A to be linked to the need of a similar landmark for
Student B.</p>
      <p>
        With this effort, we also suggest a path that fellow researchers might follow in
attempting to introduce collaborative activities into their current systems, or combine
current systems to create collaborative workspaces. We suggest that single-user
environments can be integrated with collaborative workspaces by adding small
components to communicate student state information with external systems. We also
demonstrate how current intelligent feedback agents can be integrated and extended to
work with information across multiple tools by using simple message passing with a
common language and data format. Such an approach can offer a solid foundation for
taking many currently independent and specialized tools and creating a collaborative
workspace that can offer holistic, intelligent support to students. Furthermore, such an
approach can provide useful information to teachers and support them in their efforts
to help students. Future work includes defining and implementing a teacher interface
and interaction that will allow teachers to access and respond to such information,
building off of previous similar efforts in the Argunaut and MiGen projects [
        <xref ref-type="bibr" rid="ref15 ref16">15, 16</xref>
        ].
Acknowledgments. We would like to thank the European Union under the Information and
Communication Technologies (ICT) theme of the 7th Framework Programme for R&amp;D (FP7)
for funding this research. The contents of this paper do not represent the opinion of the EU,
which is not responsible for any use that might be made of them.
      </p>
    </sec>
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