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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>A set of adaptation patterns for expressing adaptive navigation in Adaptive Hypermedia</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Nadjet Zemirline</string-name>
          <email>Nadjet.Zemirline@supelec.fr</email>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Yolaine Bourda</string-name>
          <email>Yolaine.Bourda@supelec.fr</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Chantal Reynaud</string-name>
          <email>Chantal.Reynaud@lri.fr</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>SUPELEC Systems Sciences (E3S) - Computer Science Department</institution>
          ,
          <addr-line>France (Nadjet.Zemirline</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>University of Paris-Sud XI, CNRS (LRI) &amp; INRIA-Saclay/Projet Leo</institution>
          ,
          <country country="FR">France</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>This paper presents a set of 22 adaptation patterns, independent of any application domain and independent of any adaptation engine. They have been translated to LAG and GLAM adaptation languages in order to plug them on existing adaptation engines. Currently, they are used in the EAP framework, which allows de ning complex adaptation strategies in Adaptive Hypermedia. We also propose a typology for the elementary adaptation patterns in order to facilitate their use and their understanding.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>
        Over the last decade, Adaptive Hypermedia (AH) have been under
development [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ], particularly in education [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], where learners get access to particular
resources according to their knowledge, preferences and goals. Such access are
proposed through the de nition of adaptation, which is often considered as the
most di cult part to author in AH [
        <xref ref-type="bibr" rid="ref2 ref4">4, 2</xref>
        ].
      </p>
      <p>
        The de nition of adaptation is made through expressing multiple adaptation
strategies. An adaptation strategy speci es which resources have to be proposed
and how these resources will be proposed to a set of users who share the same
characteristics [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. For example, users being theorist, textual and sequential,
will have access only textual resources related to theory before those related to
samples according to a depth- rst navigational path on the relation successor.
      </p>
      <p>
        Thereby, authors face numerous challenges when de ning their adaptation
strategies. The 1st challenge concerns the expression of adaptation strategies.
The 2nd challenge concerns the reuse of adaptation strategies from one system
to another one, and the expression of adaptation strategies independently of
any AH System. To do so, the paradigm "write once, use many " [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] has been
proposed. It endorses expressing adaptation at a high level, independently of any
AHS, then translating this adaptation into a particular AHS. The 3rd challenge
concerns the granularity in writing adaptation strategies. Its target is to avoid
writing the common parts of adaptation strategies several times.
      </p>
      <p>
        As shown in [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ], till now, there have been no works concerning building
complex adaptation strategies, independent of any AHS by combining simple
adaptations.
      </p>
      <p>
        So, in this paper, we present a set of 22 elementary adaptation patterns
(EAP), easy to understand, independent of any application domain and also
independent of any adaptation engine. They have been translated to LAG [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]
and GLAM [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] in order to plug them to existing adaptation engines. Note that,
LAG is already plug on multiple adaptation engines and GLAM proposes its
adaptation engine. These EAP are used in the EAP framework [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. The EAP
framework enables authors to de ne complex adaptation strategies, at a high
level and independent of any adaptation engine. It assists authors to instantiate
our EAP on their domain model, thus to de ne elementary adaptations. Each
elementary adaptation is associated to a user characteristic. As a user has multiple
characteristics at a time, the framework proposes a semi-automatic combination
process of elementary adaptations to compose complex adaptation strategies3.
2
      </p>
      <p>
        Description of an elementary adaptation pattern
We propose the following de nition for elementary adaptation patterns (EAP),
based on the de nition of design patterns [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ].
      </p>
      <p>De nition 1. An elementary adaptation pattern describes a generic solution
for a generic elementary adaptation problem.</p>
      <p>The solution is independent from any language, and it exploits the characteristics
of the domain model.</p>
      <p>De nition 2. A generic elementary adaptation problem describes a criterion
to select resources to be proposed and a criterion to de ne in which order the
selected resources are going to be proposed.</p>
      <p>In the following, we de ne fundamental criteria to select resources and to
organize the selected resources on which EAP are based.</p>
      <p>Criteria used to select resources. They are based on the structure of the
domain model. We argue that the general description of a domain model includes
the following elements: a set of classes, which must contain the class representing
all the resources to be proposed, most often known as Resource, and the class
representing all the domain concepts, most often known as Concept. A set of
relations between classes. Each relation de nes a graph on instances of classes
on which it is de ned. The graph have to be navigated in order to reach user
goals. A set of properties.</p>
      <p>Thereby, we have di erentiated between criteria selecting resources and
criteria de ning a navigational path on relations. Our criteria for selecting resources
are: (a) their belonging to a class, (b) the values of some properties, or (c) the
presence of a relation through the resources or (d) the presence of a relation
through the concepts. Furthermore, our criteria currently considered for de ning
a navigational path are either (a) depth- rst, (b) breadth- rst.
3 The most di cult part of the combination is done automatically.</p>
      <p>
        Criteria used to order the selected resources. In [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ], we have studied
over works de ning adaptation methods, by giving a particular interest for
adaptive navigation. We have retained four distinct and basic modes to select
resources in a setting of adaptive navigation, as described below:
a - Selection only mode provides a set of resources based on a criterion. Only
the selected resources are proposed to users, the other ones are not proposed.
      </p>
      <p>For example, we propose only textual resources.
b - Recommend selection mode provides multiple sets of resources (at least
two) that include knowledge to specify which set should be recommended
rather than the others. For example, to recommend de nitions rather than
examples. Both types of resources are accessible by users with distinct
typographic indication to identify which resources are recommended.
c - Ordered selection mode provides multiple sets of resources (at least two),
accompanied with knowledge to specify the order in which they must be
presented. Only one set of resources is proposed at a time, and the resources of
a particular set are not proposed until all the resources of all sets of higher
priority have been viewed by the user. For example, concepts can be selected
and ordered using the successor relation de ned between concepts.
d - Alternate selection mode provides multiple sets of resources (at least
two), accompanied with data that speci es the order in which they must be
presented, knowing that only one set is presented to the user. For example,
we propose textual resources when they are available, and audio resources
in the absence of textual resources.</p>
      <sec id="sec-1-1">
        <title>Name: is the name of the elementary adaptation pattern described.</title>
      </sec>
      <sec id="sec-1-2">
        <title>Intent: is a short statement about an elementary adaptation problem. It answers what is the elementary adaptation pattern supposed to do? i.e. what is its goal? Indeed, it indicates the way the resources are selected and the way they are presented. Solution: includes two elements:</title>
        <p>{ Expressions: denote a set of resources to be proposed, and the conditions which
have to be satis ed. These conditions can be represented in one or more
logical expressions. Those to be considered simultaneously are gathered in the same
expression, while excluded conditions are expressed in di erent expressions.
{ Meta-expressions: a binary relation between two expressions. Indeed, when using
multiple expressions, we specify the way they have to be considered using
metaexpressions. Let E1, E2 two expressions, we de ned the following meta-expressions
using P2.2 if theory and sample are modeled as two classes in the domain model,
or using P2.3 if theory and sample are modeled as an attribute of the Resource
class in the domain model.</p>
        <p>We describe below our library of EAP per selection mode. Table 2 describes
EAP using the selection only mode. P1.1.1, P1.1.2, P1.2 and P1.3 in Figure 1.</p>
      </sec>
      <sec id="sec-1-3">
        <title>Name: Ordered Selection - Depth rst- Relation - Concept</title>
        <p>.1Intent: It proposes resources according to a depth rst navigational path on
con.1cepts.
1
.2Solution:</p>
        <p>P</p>
      </sec>
      <sec id="sec-1-4">
        <title>Expression</title>
        <p>{ E1: linked(currentR, concept', abstraction) ^ linked-transitive(concept, goal,
relationi) ^ linked(r, concept, abstraction) ^ linked(concept, concept',
relationi)
{ E2: linked-transitive(concept, goal, relationi) ^ linked(r, concept, abstraction)</p>
      </sec>
      <sec id="sec-1-5">
        <title>According to E1 selected resources are linked to concepts using abstraction. The</title>
        <p>concepts can reach the goal using relationi and are directly linked to current concept.</p>
      </sec>
      <sec id="sec-1-6">
        <title>According to E2 selected resources are linked to concepts using abstraction. The concepts can reach the goal using relationi.</title>
      </sec>
      <sec id="sec-1-7">
        <title>Meta-expressions</title>
        <p>E1 E2</p>
      </sec>
      <sec id="sec-1-8">
        <title>According to this meta-expression, the set of resources selected by E1 is proposed before the ones selected by E2.</title>
      </sec>
      <sec id="sec-1-9">
        <title>Constituents: See row 1, row 2 in Table 6</title>
      </sec>
      <sec id="sec-1-10">
        <title>Name: Ordered Selection - Relation - Concept - breadth rst</title>
        <p>.2Intent: It proposes resources that are linked to concepts by abstraction, and where
.1each concept can reach the concept named goal directly or indirectly using relationi
1
.2according to a depth rst navigational path.</p>
        <p>PSolution:</p>
      </sec>
      <sec id="sec-1-11">
        <title>Expression</title>
        <p>{ E1: linked-transitive(concept2, goal, relationi) ^ linked(r, concept2,
abstraction) ^ distance(concept2, origin, relationi) ^ distance(concept,
origin, relationi) ^ linked(currentR, concept, abstraction)
{ E2: linked-transitive(concept, goal, relationi) ^ linked(r, concept, abstraction)</p>
      </sec>
      <sec id="sec-1-12">
        <title>According to this meta-expression, the set of resources selected by E1 is proposed before the ones selected by E2.</title>
      </sec>
      <sec id="sec-1-13">
        <title>Constituents: See row 1, row 2 in Table 6</title>
      </sec>
      <sec id="sec-1-14">
        <title>Name: Ordered Selection - Relation - Resource - Breadth- rst</title>
      </sec>
      <sec id="sec-1-15">
        <title>2Intent: It proposes resources that can reach the resource named goal directly or</title>
        <p>.
.2indirectly using relationi according to a breadth rst navigational path.
.21Solution:</p>
      </sec>
      <sec id="sec-1-16">
        <title>P Expression</title>
        <p>{ E1: linked-transitive(resource, goal, relationi) ^ distance(resource, origin,
relationi) ^ distance(currentR, origin, relationi)
{ E2: linked-transitive(r, goal, relationi)</p>
      </sec>
      <sec id="sec-1-17">
        <title>Meta-expressions</title>
        <p>E1 E2</p>
      </sec>
      <sec id="sec-1-18">
        <title>According to this meta-expression, the set of resources selected by E1 is proposed before the ones selected by E2.</title>
      </sec>
      <sec id="sec-1-19">
        <title>Constituents: See row 1, row 2 in Table 6</title>
      </sec>
      <sec id="sec-1-20">
        <title>Name: Ordered Selection - Classes</title>
      </sec>
      <sec id="sec-1-21">
        <title>Intent: It proposes ordered resources belonging only to subclasses of the class Re</title>
        <p>.2source.
2
PSolution:</p>
      </sec>
      <sec id="sec-1-22">
        <title>Expression</title>
        <p>- E1: instanceOf (r, Class1)
- ....</p>
        <p>- En: instanceOf (r, Classn)</p>
      </sec>
      <sec id="sec-1-23">
        <title>Meta-expressions</title>
        <p>Ei Ej, i &lt; j, i = 1..n and j = 1..n.</p>
      </sec>
      <sec id="sec-1-24">
        <title>According to this meta-expression, the set of resources selected by Ei is proposed before the ones selected by Ej (i &lt; j).</title>
      </sec>
      <sec id="sec-1-25">
        <title>Constituents: See row 1, row 3 in Table 6</title>
      </sec>
      <sec id="sec-1-26">
        <title>Name: Recommended Selection - Relation - Concept- Depth rst</title>
        <p>.1Intent: It proposes recommended resources that are linked to concepts by
.1abstraction, and where each concept can reach the concept named goal directly
1
.3or indirectly using relationi according to a depth- rst navigational.
PSolution:</p>
      </sec>
      <sec id="sec-1-27">
        <title>Expression</title>
        <p>{ E1: linked-transitive(concept2, goal, relationi) ^ linked(r, concept2,
abstraction) ^ linked(concept, concept2, relationi) ^ linked(currentResource,
concept, abstraction)
{ E2: linked-transitive(concept, goal, relationi) ^ linked(r, concept, abstraction)</p>
      </sec>
      <sec id="sec-1-28">
        <title>Meta-expressions</title>
      </sec>
      <sec id="sec-1-29">
        <title>Name: Recommended Selection - Relation - Resource - Depth- rst</title>
        <p>.1Intent: It proposes recommended resources that can reach the resource named goal
.2directly or indirectly using relationi according to a depth rst navigational path.
1
.3Solution:</p>
      </sec>
      <sec id="sec-1-30">
        <title>P Expression</title>
      </sec>
      <sec id="sec-1-31">
        <title>Meta-expressions</title>
        <p>E4 ] E5</p>
      </sec>
      <sec id="sec-1-32">
        <title>According to this meta-expression, the set of resources selected by E1 is recommended rather than the ones selected by E2.</title>
      </sec>
      <sec id="sec-1-33">
        <title>Constituents: See row 1, row 2 in Table 6</title>
        <p>Name: Recommended Selection - Relation - Resource - Breadth- rst</p>
      </sec>
      <sec id="sec-1-34">
        <title>Intent: It proposes recommended resources that can reach the resource named goal</title>
        <p>directly or indirectly using relationi according to a breadth rst navigational path.
Solution:</p>
      </sec>
      <sec id="sec-1-35">
        <title>Expression</title>
      </sec>
      <sec id="sec-1-36">
        <title>Meta-expressions</title>
      </sec>
      <sec id="sec-1-37">
        <title>Intent: It proposes alternate resources that are linked to concepts by abstraction,</title>
        <p>wher each concept can reach the concept named goal directly/indirectly using
relationi according to a depth- rst navigational.</p>
        <p>Solution:</p>
      </sec>
      <sec id="sec-1-38">
        <title>Expression</title>
        <p>{ E1: linked-transitive(concept2, goal, relationi) ^ linked(r, concept2,
abstraction) ^ linked(concept, concept2, relationi) ^ linked(currentResource,
concept, abstraction)
{ E2: linked-transitive(concept, goal, relationi) ^ linked(r, concept, abstraction)</p>
      </sec>
      <sec id="sec-1-39">
        <title>Meta-expressions</title>
        <p>.2Name: Alternate Selection - Relation - Resource - Breadth- rst
.2Intent: It proposes alternate resources that can reach the resource named goal
di1
.4rectly/indirectly using relationi according to a breadth rst navigational path.
n
r
e
t
t
a
P
Solution:</p>
      </sec>
      <sec id="sec-1-40">
        <title>Expression</title>
        <p>Name: Alternate Selection - Properties
.3Intent: It proposes alternative resources, where each of them satisfy a value of the
4
nproperty propertyi.
r
teSolution:
ta Expression
P
{ E1: characteristicOf(r, propertyi , op, val1)
{ ....
{ En: characteristicOf(r, propertyi , op, valn)</p>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>Discussion and conclusion</title>
      <p>
        Concerning the domain model, we argue that whatever the domain model, it is
composed of a set of classes, of properties and relations [
        <xref ref-type="bibr" rid="ref2 ref4 ref7">7, 4, 2</xref>
        ]. Therefore our
EAP are independent of any domain model.
      </p>
      <p>
        Concerning the adaptive navigation, we have conducted a study [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] of
supported types of adaptive navigation and we have included all of them in our
EAP. In case, we didn't consider a type of adaptive navigation, our EAP are
extensible to support missing types of adaptive navigation.
      </p>
      <p>We also argue that a user model is always composed of a set of characteristics.
For any user model, our framework is generic to consider any user characteristics.
The EAP framework enables to associate a value of a user characteristic to
an instantiation of EAP. Afterward, it generate complex adaptation strategies
basing on combinations of user characteristics.</p>
    </sec>
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          <article-title>Expressing adaptation strategies using adaptation patterns," in TLT</article-title>
          . Accepted, to appear,
          <year>2011</year>
          .
        </mixed-citation>
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    </ref-list>
  </back>
</article>