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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Using Knowledge Graph for Explainable Recommendation of External Content in Electronic Textbooks</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>r Brusilovsky[</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Khushboo Thaker[</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Jordan B</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>University of Pittsburgh</institution>
          ,
          <addr-line>Pittsburgh PA 15260, USA ber58,peterb,k.thaker and jab464 @pitt.edu</addr-line>
        </aff>
      </contrib-group>
      <abstract>
        <p>Over the last 10 years, the world experienced a rapid increase in volume and diversity of digital learning resources. The abundance of digital resources could support a range of powerful educational scenarios, which were not available before. In this paper, we introduce a novel approach that combines fully automatic knowledge modeling, student modeling, and content recommendation approaches to recommend relevant Wikipedia articles for students working with online electronic textbooks. An assessment of our approach with real classroom data indicated several bene ts of our approach over the baseline and revealed interesting patterns of students' behavior while using the system.</p>
      </abstract>
      <kwd-group>
        <kwd>Recommender Systems Personalization Knowledge Graph Student Model Electronic Textbooks Concept Extraction</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Over the last 10 years, the world experienced a rapid increase in volume and
diversity of digital learning resources. On the one hand, a variety of tutorials,
online textbooks, educational videos, and other open educational resources were
posted online to complement traditional textbooks. On the other hand, almost
all traditional textbooks have migrated to digital format and become available
online [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. The abundance of digital resources could support a range of powerful
educational scenarios, which were not available before. For example, if a textbook
section is challenging for a learner to comprehend, she could be recommended
some useful external materials, which explains the same topics in a way that
is more adapted to her knowledge and interests. If the student fails to solve
problems or answer questions due to the lack of prerequisite knowledge, she
could be guided to the readings that introduce or review the missing knowledge.
      </p>
      <p>Copyright c 2020 for this paper by its authors. Use permitted under Creative
Commons License Attribution 4.0 International (CC BY 4.0).</p>
      <p>
        The ideas of this \smart" learning have been explored in early projects
focused on adaptive textbooks [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], which demonstrated both the feasibility and the
value of knowledge-driven personalized reading support. However, these early
attempts focused mostly on so-called closed corpus personalization, i.e., guiding
readers to most relevant parts of the textbook itself. A few attempts to o er open
corpus personalization [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], i.e., recommending most relevant external resources,
failed to scale up because it required expensive expert-driven knowledge analysis
of every external resource [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. The goal of the project presented in this paper
was to move the idea of open corpus personalization in user-adaptive textbooks
closer to reality using fully automatic knowledge modeling, student modeling,
and content recommendation approaches. As a test-bed for exploring this idea,
we selected the case of recommending relevant Wikipedia pages for a textbook
user - both proactively, when she starts reading a new section and remedially
following an attempt to answer textbook questions.
      </p>
      <p>Following a brief review of related work, this paper introduces the interface of
our digital textbook reading system with embedded recommendations. The next
four sections introduce the underlying mechanisms of our intelligent textbook:
the domain and student modeling approaches, the knowledge graph, and the
recommendation approach based on this infrastructure. The following section
presents the evaluation of the recommendation approach based on real classroom
data. We conclude with a discussion and future work plans.
2</p>
    </sec>
    <sec id="sec-2">
      <title>Related Works</title>
      <p>
        Research on recommendation of related reading sources has deep roots in
research on educational hypertext and hypermedia. Historically, it has been
performed under the name of \intelligent hypertext", since this approach
recommended resources that were not connected by a human-authored link. Research
on intelligent hypertext started in the early days of the educational hypertext
eld and originally focused on linking resources using term-based resource
similarity [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. Simple keyword-based approaches have been gradually replaced by
semantic-level similarity based on the Semantic Web ideas and domain
ontology [
        <xref ref-type="bibr" rid="ref11 ref5">5, 11</xref>
        ] and, later, by modern text-processing approaches such as topic
modeling and concept extraction [
        <xref ref-type="bibr" rid="ref1 ref12">1, 12</xref>
        ].
      </p>
      <p>
        The emergence of MOOCs and the accumulation of large volume of
educational content online encouraged a new wave of research on \intelligent" linking
focused on connecting primary learning content such as textbooks and MOOCs
with several kinds of external learning resources such as videos, Wikipedia pages,
or research papers [
        <xref ref-type="bibr" rid="ref1 ref9">1, 9</xref>
        ].
3
      </p>
      <p>
        Explainable Wikipedia Recommendations in a Digital
Textbook
We implemented Wikipedia recommendation interface in the context of a
digital textbook system Reading Mirror [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. Reading Mirror is an online reading
system speci cally focused on supporting student learning from modern digital
textbooks (Figure 1). The system supports textbooks in PDF and HTML
formats augmenting the reading process with a range of advanced features such as
self-assessment, student knowledge modeling [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ], and reading progress tracking
with social comparison (Figure 1D).
      </p>
      <p>Automatic knowledge-driven linking (recommendation) of Wikipedia articles
is one of the newest features of the system. A new set of ve most relevant
Wikipedia articles are generated for the target user in two cases. First, when
a user starts reading of a new textbook unit (section or subsection), a set of
best supportive articles is generated. These articles attempt to provide some
alternative reading sources for the knowledge which the unit aims to present as
well as prerequisite knowledge which are required to understand the content of
this subsection, but not yet mastered by the target user (as evidenced by her
knowledge model). Second, when the student answers a question incorrectly a
set of best remedial articles is generated. Remedial articles focus on alternative
presentation of knowledge that the student failed to master (as evidenced by the
wrong answer).</p>
      <p>(a) Recommended Item Dialog box
(b) Explanations Dialog box</p>
      <p>As shown in Figure 1E, the recommended articles are presented on the left
side of the interface along with internal table-of-contents links (Figure 1A). The
links are ranked by the expected value of each article (importance) in the current
context. A colored heat-bar visualizes this importance: here \Green" means more
relevant and \Red" means less relevant. When student clicks on a recommended
item, the summary of the Wikipedia article will appear rst (Figure 2a). After
clicking on \Read the Full Article" button, the complete version of the Wikipedia
article is being presented to the user.</p>
      <p>To make the recommendation more transparent, we o ered a brief
explanation for each recommended item, which could be obtained by clicking on \(Why)"
link at the right-hand side of the item. The goal of explanation is helping
students to understand the reason for recommending the article. The explanation
dialog (Figure 2b) consists of two parts. The rst part lists top three domain
model concepts that user learns by reading this article. These concepts are top
three items (with highest value) in the list of \useful Knowledge" (see section
5) when this recommendation is generated. The second part explains the reason
why the presented concepts are speci cally important for the target user. These
reasons are presented as a bullet list and are generated using the current state
of the user knowledge re ected in the student model.
4</p>
    </sec>
    <sec id="sec-3">
      <title>Building the Knowledge Graph</title>
      <p>We built a graph structure to represent the underlying knowledge layer of our
system. The entities and relationships in this graph demonstrate the connection
between the textbook content, Wikipedia and the student model. The knowledge
graph is hosted on a native graph database (Neo4j) and used for both storing the
data and generating the recommendations.The overall schema of our knowledge
graph is presented in Figure 3.</p>
      <p>In the following, we will describe the process of building the knowledge graph.</p>
      <p>Question</p>
      <p>Related_to</p>
      <p>Article</p>
      <p>Has_Page</p>
      <p>Category</p>
      <p>Has_Child
Belongs_to
Includes</p>
      <p>Section
Includes
Concept</p>
      <p>Related_to</p>
      <p>Related_to</p>
      <p>Knows</p>
      <p>User</p>
      <sec id="sec-3-1">
        <title>Wikipedia Entities Representation</title>
        <p>Wikipedia contains a large number of articles. Only a small number of them are
related to the context of any given textbook. To ensure the level of relatedness
and to increase the overall performance of our system we generated a subset
of Wikipedia articles to be recommended to the students. In order to nd the
most relevant articles to the context of a textbook in the domain of computer
and information science, we used Wikipedia API and started from a high-level
Wikipedia category, namely \Category:Sub elds of computer science" and
recursively extracted the subcategories and all the articles associated with them.
Since the Wikipedia category structure is not loop-free, we manually stopped
the recursion after three steps. For each Wikipedia article, we extracted the
following information using the Wikipedia API:
{ Title: title of the Wikipedia page
{ Summary : a brief description of the article that appear at the top of the
page.</p>
        <p>{ Full Text : the complete textual content of the page
The total number of 1141 categories and 47772 articles are extracted and added
to the graph during this step. We then connect these entities in the graph using
\Has Page" (when an article belongs to a category) and \has Child" (when a
sub-category belongs to a category) relationships.
4.2</p>
      </sec>
      <sec id="sec-3-2">
        <title>Textbook Entities Representation</title>
        <p>The content of the textbook is represented using three main entities: sections,
questions, and concepts. For simplicity, we consider all the variation of the
section (i.e, sub-sections and sub-sub-sections) as one entity (Section). Each section
or question is associated with a set of concepts that it presents or assesses using
\Includes" relationship. Each question is connected to a section with the
\Belongs to" relationship. During our calculations, we represent a union of concepts
associated with a question and its corresponding section as relevant concepts to
the question. Sections and questions are connected to their matched concepts
via \Includes" relationship.
4.3</p>
      </sec>
      <sec id="sec-3-3">
        <title>Linking Concepts and Wikipedia Articles</title>
        <p>In order to create a relationship between the content of the textbook and
extracted Wikipedia articles, we perform a full-text search on the textual
representation of the articles using each concept as a query. The graph database (Neo4J)
provided us with the full-text indexing functionality which we used to create
the index for the combination of article title, summary, and full-text. To nd
the most relevant articles for each concept we used the Neo4J internal full-text
search algorithm (Lucene). This algorithm provides us with a ranked list of
relevant articles as well as a relative score that shows the relevance of each result
to the input query. We used this information to connect each concept with the
top 100 relevant articles alongside with their relevance score. The \Related to"
relationship is representing this connection in the graph schema.</p>
      </sec>
      <sec id="sec-3-4">
        <title>Student Model Representation</title>
        <p>
          Student models utilize a log of student actions as the input, and predict student
performance with practice activities. To generate and maintain students'
knowledge state for each domain model concept, we used a Comprehension Factor
Analysis framework (CFM ) [
          <xref ref-type="bibr" rid="ref13">13</xref>
          ]. CFM incorporates student reading behaviour
along with activity performance which has proved to be bene cial in case of
learning systems based on online textbooks [
          <xref ref-type="bibr" rid="ref14">14</xref>
          ]. At each student practice opportunity
CFM provides the probability of student's success at that point. For our case
we require probability on each domain concept associated with that opportunity
(reading as well as questions). To generate this opportunity we generate
probability of success for each concept at that opportunity ( details in [
          <xref ref-type="bibr" rid="ref15">15</xref>
          ]).In the
graph representation, student model maintains the level of knowledge of student
with the concepts at each interaction. This information is represented by a link
(called \knows") between the \user" node and \concept" node and contains the
following properties:
{ Interaction ID : speci es the interaction which the user gained some level of
knowledge with respect to the target concept.
{ Type: determines the type of activity (reading a section or answering a
question) that lead to learning the concept.
{ Name: stores the name of the section/question.
{ Results: if the type is question, represents whether student answer that
question correctly or not.
{ Level : shows the normalized value of student's knowledge (between 0 and 1)
on a given concept for a speci c section or question
        </p>
        <p>This implementation of the student model allows us to retrieve the students'
level of familiarity with the concepts represented in a section/question after each
interaction of the user with the system.
5</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Recommendation Approach</title>
      <p>Our system distinguishes two instances for recommending Wikipedia articles:
(1)when student moves to a new section of the book and starts reading and
(2) when students fails to answer a question at the end of the section. These
instances could appear in any order: the students can move to any given section
in the book at any time. Similarly, students can jump right to question section
and start answering the questions before reading previous sections. Students are
also able to return to a section that they previously read or a question that
they already tried. To generate meaningful recommendation that could support
this level of freedom (which is natural for reading a paper or electronic book)
the use of student knowledge level is essential. In the following, we describe the
recommendation approach for both reading and question answering instances.</p>
      <p>In order to nd the most relevant Wikipedia articles for a given reading
instance, we de ne two overlapping sets of KCs: (1) the knowledge required
to fully understand the content of the section (Required Knowledge) and (2)
the current level of student mastery that has been predicted by the student
model (Obtained Knowledge). The \Required Knowledge" for a given section
can be de ned by combining all of the concepts associated with the current and
previous sections of the book. This assumption has been made based on the
linear organization used in most textbooks (i.e., all the previous sections in the
textbook are perquisites of the current section).</p>
      <p>Having the set of \Required knowledge" for a given section of the textbook
and the set of \Obtained Knowledge" by student while reading that section, we
use set di erence to form the \Useful Knowledge" set. The concepts presented
in this set are the ones that are required to understand the section but has not,
or only partially mastered by the student.</p>
      <p>Since the student model predicts the level of student knowledge for each
concept as a number between 0 and 1, we consider two conditions for calculating
the importance of each concept in the \Useful Knowledge" set.</p>
      <p>{ M issingKnowledge: If a concept exists in \Required Knowledge" set but
not in \Obtained Knowledge" set, then its important is equal to 1
{ P artialKnowledge: If a concept in the \Required Knowledge" set also exist
in \Obtained Knowledge" set with the predicted value of s, then its
importance is equal to 1-s</p>
      <p>As mentioned in section 4.3, we calculated the relevance of each concept
to top 100 Wikipedia articles in our graph. In order to nd the most relevant
articles for a reading instance, we multiplied the importance of each concept in
\Useful Knowledge" set by its relevance score to all Wikipedia articles connected
to that concept. Then by aggregating the list for all the concepts presented in
\Useful Knowledge" set over the sum of the nal score, we build a ranked list
of Wikipedia articles that are both relevant to a given section and take the
current level of student knowledge into the account. Finally, we select the top 5
ranked articles in the list and present them as recommendation for that reading
instance.</p>
      <p>We follow the above approach with a small modi cations in recommendations
for question answering instances, which are generated only when the student
failed to answer the question correctly. Main di erence is, as mentioned in section
4.2, that the \Required Knowledge" set for a question includes not just concepts
directly associated with the question, but also all \Required Knowledge" in its
corresponding section.
6</p>
    </sec>
    <sec id="sec-5">
      <title>The Assessment Process</title>
      <p>To assess the potential value of our personalized recommendation approach,
investigated the impact of considering the current level of knowledge represented
in the student-model to generate knowledge-adaptive recommendations. This
sections reviews the details of our evaluation design.
6.1</p>
      <sec id="sec-5-1">
        <title>Data Source</title>
        <p>To assess our recommendation approach in a realistic context, we used log data
collected from the interaction of students with the reading system in a real
semester-long course on Information Retrieval. In this course, the students were
required to read 43 sections of the book and answer questions at the end of each
section (75 questions in total). The log includes data of 22 students who used
the reading system during this course. The students made 9494 interactions with
the system (Average: 431.5, Median: 411.5, SD: 108.2). We followed these
interactions reconstruct the state of their student models at every recommendation
opportunity as described in Section 4.4.
6.2</p>
      </sec>
      <sec id="sec-5-2">
        <title>Baseline</title>
        <p>
          To highlight the value of using student knowledge in the recommendation
process, we compare our knowledge-adaptive recommendation with a baseline that
only considers the content of a given section/question to generate the
recommendations. This baseline represents the current state of the art for
generating recommendations of external content [
          <xref ref-type="bibr" rid="ref1 ref9">1, 9</xref>
          ]. In parallel with adaptive
recommendations, we created a set of baseline recommendations for every reading or
question-answering instance.
        </p>
        <p>In order to nd the most relevant article with respect to a given section or
question, we rst created a list of all articles that are related to the concepts
which represent that section or question. We then aggregated that list over the
sum of the scores for each concept in the list. Finally we re-rank the list based
on the aggregated-sum of scores and selected the top 5 relevant article to each
section or question. This connection is illustrated as "Related to" relationship
in the graph schema (Figure 3). The \relevance" property of this relationship
represents the relatedness of the section/question to the target Wikipedia article.
7</p>
      </sec>
    </sec>
    <sec id="sec-6">
      <title>Results</title>
      <p>To determine the e ectiveness of our experimental system, we investigated the
following key factors: (1) To what extent the recommended items are a ected
by involving the student model into the calculations, (2) Whether including the
student model improved the quality and coverage of the recommended items,
(3) Are there any conspicuous patterns in changes caused by including student
model in the process of recommendations and (4) In what ways the proposed
approach can facilitate the reading process for the students.
7.1</p>
      <sec id="sec-6-1">
        <title>Measure of Ranking Quality - Expected Knowledge Value</title>
        <p>
          In order to compare the results of recommendations between our proposed
method (combination of section/question context and the student model) and
the baseline (only the context of section/question) we calculated the Discounted
Cumulative Gain (DCG) [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ] of every set of recommended items for each instances
of user interaction with the reading system.
        </p>
        <p>DCG =
i=1
X relevancei
n log2(i + 1)
(1)</p>
        <p>The DCG equation, as it shown in 1, takes into account both the relevance
score and the order of items in the recommendations list. The relevance score for
each item is calculated by averaging the similarity score (using Lucene search)
of all the linked concepts to a given section/question and their corresponding
Wikipedia article. This relevance score is being discounted by dividing it with
the log of the corresponding position.
7.2</p>
      </sec>
      <sec id="sec-6-2">
        <title>Overall Expected Knowledge Value of the Recommendations</title>
        <p>Figure 4 illustrate the overall quality of recommended items for sections and
questions in the textbook. The x axis shows the normalized average value of
Discounted Cumulative Gain for every given section (Figure 4a) and question
(Figure 4b). As the data shows, the average DCG value is always higher when the
student model is being involved in the process of recommendation. The proposed
approach produced recommendations with in average 23.29% higher DCG value
among all sections and 30.27% among the questions. The higher DCG values
suggests that more concepts were engaged in the process of recommendation
and the recommended items using the proposed approach have higher expected
knowledge values.</p>
        <p>δ Baseline</p>
        <p>It would be expected that adaptive recommendations will suggest di erent
sections to di erent students at the start of the same section since their
knowledge are likely to be di erent due to di erences in reading paths. To investigate
the e ect of including the \student model" in the process of recommendations,
100
75
50
25
100
75
50
25
(a) User-Section Heat-Map.</p>
        <p>(b) User-Question Heat-Map.</p>
        <p>Fig. 5. The Comparison Between Average DCG values of the Sections/Questions of
the Textbook
we visualized the di erence between expected knowledge values (DCG) amongst
all the students for every section (Figure 5a) and question (Figure 5b) in the
textbook. The apparent uctuations in expected knowledge value suggests that
every student received a di erent set of recommendations for a given instance
of interaction with the reading system. This can be considered as the evidence
for the necessity of student-level personalization considering each student has a
di erent level of mastery for each concept and required to learn divergent set of
concepts at each instance of interaction.
7.3</p>
      </sec>
      <sec id="sec-6-3">
        <title>Predicting User's Knowledge Requirements</title>
        <p>To examine how well the personalized recommendation could help the users, we
examined the \jumping-back" behavior in their reading log. The Reading
Mirror system provides students with the ability to jump between sections using the
textbook's table of content (Figure 1A). Frequently, this functionality is used by
the students to jump back to a certain section of the textbook in order to learn
or refresh their memory on a speci c concepts that they need to understand the
current section. Data analysis of student navigation behavior in our class shows,
this jumping-back behavior was quite frequent taking at average 17.27% of all
student navigation steps in the textbook. We believe that in many cases, the
adaptive knowledge-based recommendation of Wikipedia articles could prevent
this unproductive behavior. Unlike non-adaptive Wikipedia article
recommendation (which focuses on the concepts presented in the current page), the adaptive
recommendation attempts to proactively o ers information about concepts that
might be necessary to understand the current page or question, but are not
yet known su ciently by the target user. These recommendation might present
the missing information right in place { eliminating the need of jumping-back
behavior and helping students to integrate the past and the current knowledge.</p>
        <p>To assess to what extent the proactively generated adaptive recommendations
could help in this context, we examined each jumping-back case and recorded
all concepts presented on the page that the student selected to jump back. We
then compared this set of concepts with the concepts covered by adaptive
recommendation of Wikipedia articles presented for the given student on the last
page visited before jumping back. As the Figure 6 shows, the proactive
recommendations cover a remarkable fractions of concepts that were the target of
these back-jumps, 86.63% at average. This result indicates that our adaptive
recommendation approach can accurately predicts the missing knowledge and
considerably reduce the need of jumping through sections to acquire or refresh
these knowledge. In contrast, non-adaptive baseline recommendation focused on
the current page would cover less than a quarter (24.13%) of student background
knowledge needs (Figure 6). This data stresses the importance of considering
potentially missing background knowledge in the real classroom context and shows
the value of adaptive knowledge-based recommendation.</p>
        <p>Proposed
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21</p>
        <p>User ID
In this paper we present a novel approach to generate personalized
recommendations of external content for online electronic textbooks. We construct a
knowledge graph that represents all three components of \relevant Wikipedia articles",
\textbook content" and the \student model". We used this knowledge graph to
generate personalized recommendations based on the relevance to a speci c
section/question but also taking into account the state of the student model in
every instance of interaction with the reading system. The experimental
evidence of our data-driven analysis shows that including the student model in the
process of generating the recommendation results in higher expected knowledge
value in the recommendations. Furthermore, we demonstrate that our proposed
approach can accurately predicts the missing knowledge components and
potentially reduce the need of jumping-back behaviour amongst students and provides
a smoother reading experience. We are aware of possible limitations of our
proposed approach and ndings. First, the total number of students in our
experimental dataset was limited; including more student data could results in more
accurate conclusion. Second, despite of popularity of data-driven studies in the</p>
        <p>eld of recommender system, it has been argued that these studies should be
complemented by controlled user studies where students could observe and rate
generated recommendations. And nally, there are other important components
such as the di culty of learning concepts, forgetting factor, etc. that we can
potentially incorporate in our recommendation algorithm to produce better and
more accurate results. We hope to address these issues in our future work.</p>
      </sec>
    </sec>
  </body>
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