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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Ontology Learning to Analyze Research Trends in Learning Analytics Publications</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Amal Zouaq</string-name>
          <email>amal.zouaq@rmc.ca</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Srećko Joksimović</string-name>
          <email>sjoksimo@sfu.ca</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Dragan Gašević</string-name>
          <email>dgasevic@acm.org</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Department of Mathematics and</institution>
          ,
          <addr-line>Computer Science</addr-line>
          ,
          <institution>Royal Military College of Canada</institution>
          ,
          <addr-line>Kingston, ON</addr-line>
          ,
          <country country="CA">Canada</country>
          ,
          <addr-line>+1 613 541 6000, Ext. 6478</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>School of Computing and Information</institution>
          ,
          <addr-line>Systems</addr-line>
          ,
          <institution>Athabasca University</institution>
          ,
          <addr-line>Athabasca, AB</addr-line>
          ,
          <country country="CA">Canada</country>
          ,
          <addr-line>+1 604 569 8515</addr-line>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>School of Interactive Arts and Technologies, Simon Fraser University</institution>
          ,
          <addr-line>Surrey, BC</addr-line>
          ,
          <country country="CA">Canada</country>
          ,
          <addr-line>+1 778 782 7474</addr-line>
        </aff>
      </contrib-group>
      <abstract>
        <p>In this paper, we show how ontology learning tools can be used to reveal (i) the central research topics that are tackled in the published literature on learning analytics and educational data mining; and (ii)relationships between these research topics and iii) (dis)similarities between learning analytics and educational data mining.</p>
      </abstract>
      <kwd-group>
        <kwd>Ontology learning</kwd>
        <kwd>deep parsing</kwd>
        <kwd>filtering</kwd>
        <kwd>information retrieval</kwd>
        <kwd>ranking algorithms</kwd>
        <kwd>graph theoretic statistics</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. INTRODUCTION</title>
      <p>
        Learning analytics is a new research discipline. Although it
attracted a considerable amount of attention in educational research
and practice, debate is still very active about the scope of the
discipline. The definition of learning analytics offered by the Society
for Learning Analytics Research [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ], which is commonly used in
the literature to date, gives a general framework for the main tasks
learning analytics are about. However, given the youth of the
discipline, there are generally two open questions:
      </p>
      <p>What are the central research topics that are tackled in the
published literature?
What are the relationships between the central research
topics?
What are similarities and differences between learning
analytics and educational data mining?
To address the above questions, we aimed to analyze
systematically textual content available in the LAK Challenge data set. In
particular, we used a state-of-the-art ontology learning tool,
OntoCmaps, that enabled the automatic (i) parsing of textual content,
(ii) creation of conceptual maps based on the extracted concepts
and relationships, and (iii) filtering/ranking of the most important
concepts and relationships based on measures of information
retrieval, graph theory, and voting theory. The concept extraction
and their filtering/ranking was done (i) for each edition of the two
conferences and the journal special issue (from the LAK 2013
Challenge dataset)individually (i.e., LAK 2011-2012, EDM
20082013, and LAK ET&amp;S special issue) to see the emerging trends
through the years; and (ii) by creating two subsets – one for the
papers presented at the LAK conference editions and another one
for the papers presented at the EDM conference editions – in
order to compare the two conferences based on concepts and
relationships gauged as most important. We also performed analysis
based on (a) paper abstracts only and (b) main body of text of the
papers.</p>
      <p>
        In this short report, we first describe the data analysis pipeline.
This is followed by a very brief discussion of a small fragment of
the results we obtained in our analysis. The complete results in the
CSV format are available at [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ].
      </p>
    </sec>
    <sec id="sec-2">
      <title>2. DATA ANALYSIS PIPELINE</title>
      <p>
        The data analysis relies on our ontology learning tool,
OntoCmaps[
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. Ontology learning from text is a multi-layer knowledge
extraction task that targets the following components:
Terms and concepts: The first step consists in identifying
candidate expressions in texts. These expressions are then ranked using
some kind of measure (statistical metrics, graph-based metrics,
etc.) to extract those that are relevant for the domain. These
filtered relevant expressions are then considered “concepts” in the
ontology learning community.
      </p>
      <p>
        Taxonomy: This step identifies “is-a” links in texts, generally
using patterns indicating a taxonomical link in text such as
Hearst’s patterns[
        <xref ref-type="bibr" rid="ref11">11</xref>
        ], or using the inner structure of multiword
expressions. For example, a “carnivorous plant” can be considered
a “plant” just by looking at the syntactic structure “Adjective
noun” of the expression.
      </p>
      <p>Conceptual relationships: This step uses various techniques
(patterns, machine learning, etc.) to identify any kind of transversal
relations, with a domain and range.</p>
      <p>Axioms: Finally, axioms here mean defined classes, or rules from
texts.</p>
      <p>
        OntoCmaps requires a domain corpus as input. As such, LAK and
EDM proceedings (the LAK dataset [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]) were an appropriate set
of texts to test the ontology learning process. OntoCmaps relies on
three main phases to learn a domain ontology: 1) the extraction
phase that performs a deep semantic analysis based on
dependency patterns; 2) the integration phase that builds concept maps,
which are composed of terms and labeled relationships, and uses
basic disambiguation techniques. These concept maps form a
graph; and finally 3) the filtering phase where various metrics
rank the items (terms and relationships) in concept maps.
2.1
      </p>
    </sec>
    <sec id="sec-3">
      <title>The Extraction Phase</title>
      <p>
        In the extraction phase, OntoCmapsis based on a hierarchy of
syntactic patterns. Each pattern describes a set of syntactic
relationships that permit the extraction of a “semantic representation”.
OntoCmaps does not rely on any predefined domain knowledge. It
uses two NLP tools to obtain the syntactic representations: the
Stanford Parser along with its dependency module [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] and the
Stanford parts-of-speech (POS) Tagger [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. Given a sentence, the
Stanford parser generates syntactic dependency relations between
each pair of related words of a sentence. The POS Tagger
identifies words’ parts-of-speech. Based on these two inputs,
OntoCmaps creates a pattern syntactic format that enriches words in
each dependency relation with their parts-of-speech. This enriched
representation is then used as input to a pattern recognition task.
A recognized pattern fires a rule that applies various
transformations on the syntactic representation to obtain a “semantic
representation”, in the form of expressions, triples or sets of triples.
The patterns are divided into conceptual patterns and hierarchical
patterns. Hierarchical patterns concentrate on the extraction of
taxonomical links, following the work of [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ], but based on the
dependency formalism. Conceptual patterns identify the main
structures of the language that can be transformed into triples
useful for the extraction of conceptual relations. They are
organized into a hierarchy from most-detailed patterns (containing the
biggest number of dependency relationships) to least detailed. The
extraction phase targets deeper levels of the hierarchy first to
avoid extracting too abstract or incomplete representations. For
instance, if the pattern “nsubj-dobj-xcomp” exists in text, the
extractor should fire it instead of firing one of its higher-level
counterparts “nsubj-dobj” and “nsubj-xcomp”which contain only a
subset of the syntactic relationships of interest. If a pattern is
instantiated, then all its parents in the hierarchy are disregarded.
      </p>
    </sec>
    <sec id="sec-4">
      <title>2.2 The Integration Phase</title>
      <p>In this integration phase, all the extracted relationships are
gathered into concept maps. Some basic term disambiguation tasks
are performed at this level mainly: i) lemmatization which
considers singular, plural and other forms of the same terms or
relationships as referring to a single concept or relationship; ii) basic
synonym detection based on abbreviation relations that are generated
by the Stanford parser and iii) a kind of co-reference resolution
phase that is built in some of the patterns, and that allows for the
creation of semantic links between terms in a sentence, even if not
direct dependency links existed in the original dependency
representation. For example, in the sentence: carnivorous plants are
organisms which eat insects, the co-reference resolution creates a
relation “eat” between the term “carnivorous plants” and the term
“insects” while the grammatical representation links the term
“plants” to the term “insects”.</p>
      <p>All these operations result in concept maps around various terms.
For example, if there were a number of statements around the
term “carnivorous plants” in texts, it is likely that a concept map
around “carnivorous plants” will be created. This process is
repeated for all identified terms and relationships and results in an
aggregation of concept maps through links between various
concept maps, thus constituting a graph, with terms representing
nodes, and relationships representing edges.</p>
    </sec>
    <sec id="sec-5">
      <title>2.3 The Filtering Phase</title>
      <p>The third and last phase for learning the domain ontology is the
filtering phase, which aims at ranking the items in concept maps
(domain terms, taxonomical links, and conceptual links).</p>
      <sec id="sec-5-1">
        <title>2.3.1 Concept Filtering</title>
        <p>
          A number of metrics from graph theory and from information
retrieval are used to identify relevant terms. Graph-based metrics
were computed using the JUNG framework [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ]. These metrics
include:
•
•
•
•
•
•
•
•
        </p>
        <p>The Degree centrality of a node which identifies the number
of edges from and to a given node.</p>
        <p>
          The Betweenness centrality, which assigns each node a value
that is derived from the number of shortest paths that pass
through it;
The HITS algorithm which ranks nodes according to the
importance of hubs and authorities [
          <xref ref-type="bibr" rid="ref5">5</xref>
          ]. This resulted in two
measures Hits-Hubs and Hits-Authority;
The PageRank of a node [
          <xref ref-type="bibr" rid="ref1">1</xref>
          ];
We also computed standard information retrieval metrics,
mainly term frequency (TF) and TF-IDF.
        </p>
        <p>
          Finally, using the graph-based metrics, we defined a number of
voting schemes with the aim of improving the precision of
filtering. All the VS relied on three metrics that were identified as
being among the best metrics in previous experiments [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ][
          <xref ref-type="bibr" rid="ref11">11</xref>
          ]:
Degree, Betweenness and HITS-Hubs. The VS include:
The majority voting scheme, which recognizes a term as an
important one if it is chosen by at least k metrics out of n
with k&gt;n/2.
        </p>
        <p>Borda Count Voting Scheme: This method assigns a “rank”
to each candidate. A candidate who is ranked first receive n
points (n=size of the domain terms to be ranked), second n-1,
third n-2 and so on. The “score” of a term for all metrics is
equal to the sum of the points obtained by the term in each
metric.</p>
        <p>Nauru Voting Scheme: The Nauru voting scheme is based on
the sum of the inverted rank of each term in each metric. It is
used to put more emphasis on higher ranks.</p>
        <p>
          Table 1 shows the top ranked concepts based on the majority
voting scheme. All the base metrics (Betweenness, PageRank,
Degree, etc.) and voting schemes have been computed and can be
found at [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ]. The Web site [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ] also features a visualization of the
extracted data based on the obtained concept maps. The
visualization is performed per venue (EDM/LAK/ETS-SI), per corpus
(only abstracts or main texts) and per year (2008-2012).
        </p>
      </sec>
      <sec id="sec-5-2">
        <title>2.3.2 Relationship Filtering</title>
        <p>Similarly, a number of metrics were used to identify important
relationships.</p>
        <p>The first measure consists of all the relationships that occur
between important terms (determined through the voting schemes)
as important relationships. This constitutes our voting schemes for
relationships, which were based on the results of the majority
voting scheme for concepts.</p>
        <p>
          The second measure ranks relationships based on Edge
Betweenness centrality, which is a measure of the importance of edges
based on the number of shortest paths which contain them.
The third measure is based on assigning frequencies of
cooccurrence weights based on the Dice coefficient [
          <xref ref-type="bibr" rid="ref9">9</xref>
          ], a standard
measure for semantic relatedness.
        </p>
        <p>Table 2 shows an excerpt of the top ranked relationships based on
the majority voting scheme. Contrary to standard named entity
extractors, an important aspect of using ontology learning is the
ability to extract relationships as well, thus, obtaining not only
topics but also relationships (taxonomical and conceptual)
between these topics. A better approach would mix the two
approaches and combine topic extraction using named entity
extractors, linked data semantic annotators and ontology learning.</p>
        <p>LAK
(paper body)
student (0.75)
datum (0.20)
learner (0.15)
course (0.15)
analysis (0.12)
activity (0.11)
user (0.10)
tool (0.10)</p>
        <p>EDM
(abstracts)
student (0.75)
model (0.38)
datum (0.37)
method (0.19)
paper (0.16)
system (0.13)
result (0.12)
approach (0.11)
skill (0.08)
knowledge (0.17)
network (0.06)</p>
        <p>Researcher (0.06)
We can also notice that we were not always successful in
extracting meaningful relationships labels from this corpus. One possible
explanation is the type of texts (publications) and the amount of
noise in these texts. In fact, OntoCmaps is made to run on clean
plain sentences that describe a domain of interest and define it.
Parts of research papers such as figure captions, formulas, and
references represent noise for OntoCmaps. Additional cleaning of
the input texts would be necessary. However, even when the
labels were not meaningful, the existence of a link between two
concepts (unlabeled relationship) was shedding some light on the
domain (see Section 3).</p>
      </sec>
    </sec>
    <sec id="sec-6">
      <title>3. FINDINGS</title>
      <p>
        In this section, we present only results of the 15-top ranked
concepts and relationships according to the Majority Voting Scheme
(Betweenness, Degree, and Hits-Hub) as shown in Tables 1-2
(N.B. As can be noticed in the tables, the majority of the terms are
lemmatized, that is, we show only their lemma or root. For
example,informal_learn for informal learning or datum for data. In few
cases, such as learning_analytics, the lemmatizer returned the
expression itself). First, we could not possible include all the
results of all the metrics we calculated in our experiment (those
results are available at [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]). Second, we selected the metrics which
were proven to be most accurate in our previous research [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ],
[
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]. Finally, it should be noted that the purpose of our
experiment here was not to evaluate the effectiveness of individual
metrics, but rather to experiment if ontology learning technology can
shed some light on the questions posed in the introduction of
relevance to the LAK 2013 Data Challenge.
      </p>
      <p>Concepts reported in Table 1 reveal that papers of both the LAK
and EDM conferences have students, data and models as shared
concepts. However, it is clear that LAK papers also focus on
teachers/instructors, informal learning, and social, networked, and
group learning. On the other hand, EDM papers focus on (data
mining) methods and approaches, intelligent tutoring systems,
features (extraction), and various types of parameters.
Relationships reported in Table 2 further corroborate the
observation that the LAK papers are more focused on teachers in order to
empower them with learning analytics and to help them guide
students. Moreover, there is an emphasis on (promoting)
reflection of both students and instructors. Various aspects of social
learning such as role playing and impact of communities appear to
be highly popular topics in the LAK papers. On the other hand,
EDM papers are much more focused on intelligent tutoring
systems, accuracy of different types of (predictive) models, and
revealing unexpected patterns. Certainly, focus on data is shared by
both the LAK and EDM communities, but LAK also seems to be
focused on data collected by and for instructors, not only for
students. This probably indicates a trend that the LAK community
has so far acknowledged the role of instructors in the learning
process and aimed at supporting them as much as learners. The
EDM community has however focused more on measuring and
predicting specific types of skills. This is consistent with their
focus on intelligent tutoring systems in which automated
assessment of learners’ skills is of paramount importance.</p>
      <p>Finally, we were also able to visualize the extracted conceptual
graphs. In Figure 1, we show the relationships of concept learning
analytics as extracted from the abstracts of the papers presented at
the LAK conference. This figure further corroborates earlier
observations by indicating that learning analytics is an integral part
of teaching profession, is an important step for teachers of
tomorrow and learners, and offers a new approach. This figure reveals
also the nature of learning analytics to promote qualitative
understanding of context of information. Learning analytics is also
(strongly) related to discourse analytics, which seems to be
consistent with the strong emphasis of learning analytics on social
learning and which is further confirmed by extracted relationships
of discourse learning analytics with sense-making, argumentation
and social, all of which are types of skills recognized as
important for the modern society.</p>
      <p>In future work, we plan to analyze further the research trends over
the years for the LAK and EDM communities. Another of our
goals is to compare the extractions of an ontology learning system
such as OntoCmaps with Linked data Semantic Annotators such
as DBPedia Spotlight1 or Alchemy2.</p>
    </sec>
    <sec id="sec-7">
      <title>4. CONCLUSION</title>
      <p>
        Funnily, our text analysis tool inferred that EDM is an
abbreviation of learning analytics. This probably comes from the open
debate reflected in the analyzed papers about the relationships
between learning analytics and educational data mining. We hope
that this paper sheds some light on the (dis)similarities of the two
areas. We also hope that our analysis of the LAK 2013 Data
Challenge dataset with the ontology learning tools indicated a high
potential of this type of analytics to help the research community
of new research discipline define itself and relationships with
1https://github.com/dbpedia-spotlight/dbpedia-spotlight/
2http://www.alchemyapi.com/
closest communities. More interesting results are available on our
website [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. For example, those results allow for (i) comparing
results of different concept/relationship measures and (ii)
chronological trends emerging throughout the years of individual
editions of both the conferences. An example of one of the
visualizations available at [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] is presented in Figure 2.
      </p>
      <p>Of course, ontology learning tools are not perfectly accurate, and
thus, few “strange” concepts and relationships are shown in our
tables. An opportunity is however in combining such ontology
learning tools as starting points of the concept map development
of the learning analytics domain, which can then be refined
through crowd sourcing (e.g., in a Wiki-like manner).</p>
    </sec>
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