Adaptive Hyperbooks for Constructivist
Teaching
Nicola Henze, Kabil Naceur, Wolfgang Nejdl and Martin Wolpers
The KBS Hyperbook System allows to model, organize and maintain open
hypermedia systems on the web. A particular application of our hyperbooks
are educational hyperbooks which enable the distribution, maintenance and
personalization of teaching material. In this article, we describe the
modeling and implementation of this adaptive and open hypermedia system.
We introduce modeling approaches for the open hypermedia system, describe
the functionality of the adaptation component, and show the modeling and
implementation of an adaptive hyperbook for an undergraduate course "Introduction
to Java Programming".
Introduction
This article gives an overview about the KBS Hyperbook System and its use
in teaching scenarios using a constructivist approach. In section 2 we
discuss the importance of modeling and metadata for open hypermedia systems,
and we show the modeling approach we have implemented in the KBS Hyperbook
System. Section 3 introduces the ideas of constructivism in teaching and
its importance, especially in distance learning. Since hyperbooks adapt
to a particular student's needs, adaptation requirements and implementation
are described in section 4. As an example, we show in section 5 the implementation
of our CS1 hyperbook "Introduction to Java
Programming" (http://www.kbs.uni-hannover.de/hyperbook/), which we use
with undergraduate students in computer science (CS1).
Modeling adaptive hyperbooks
Since the emergence of the World Wide Web, the concept of hypertext
has become a main representation and presentation format for a variety
of applications. Quite prominent among them are hypertext books,
simply characterized as collections of hypertext documents. In most
cases, these hypertext books still retain the conventional book structure
and are partitioned into (sub-) documents called chapters, sections, subsections,
or appendices [16]. This definition includes electronic books, which
can be characterized as "existing books meant to be read on a computer
screen" [10].
Starting from this simple definition, transfer of printed books into
electronic form has emerged as a wide research area [21]. Some of these
projects simply started with printed books and translated them to other
data formats; the table of content being translated to a hypertext interface
to the book. More sophisticated approaches re-edit the existing printed
books by adding pictures, remarks, and annotations as hypertext links [25],
or (starting from a specialized hypertext system, without using the - then
nonexistent - WWW) build up networks of documents in a way not possible
in printed versions, such as Dickens Web [15].
For the purpose of this article, we focus on a definition of hypertext
books which places particular emphasis on structure, semantic contents
and corresponding functionality of such a book, and use the term adaptive
hyperbook to distinguish them from other variants of hypertext books:
An adaptive hyperbook for web-based learning is an information
repository, which integrates and personalizes a set of (possibly distributed)
learning materials (including projects, discussion, etc.) using explicit
semantic models and metadata.
Modeling
approaches
The fields of software engineering and database design have progressed
from ad hoc programming and ad hoc data storage to a state where analysis
and design phases using explicit object and data models are recognized
as important phases during the development life cycle. Hypertext development
is usually done without such analysis and design phases, and actual hypertext
is rarely created based on explicit models. While this is appropriate for
small hypertext documents, it is certainly less so for large ones, thus
a few approaches have tried to adapt software and data engineering methodologies
to hypertext collections (OOHDM [24], RMM [11], HSDL [13] and our earlier
hyperbook system [4,5]). These approaches have introduced the notion of
semantical modeling for hypertext collections, based on database oriented
modeling techniques.
We generalize these approaches in our KBS Hyperbook System by decoupling
metadata / conceptual models (including information pages, examples, student
solutions, guided tours, discussions, etc.), which explicitly model all
relevant units of the hyperbook, and data / document units, referencing
the actual data (comparable to the idea of indexing discussed in [19]),
and implementing a metadata-based system using several sets of abstractions
to visualize document units and their (semantic) relationships. As a modeling
language, we use the language O-Telos [17], which is an object-oriented
design language with additional deductive rules and constraints, providing
a rich set of meta-modeling facilities.
Representation
ontology
A very general representation ontology provides the basic constructs from
which the structural and domain models are built. This ontology basically
defines an extended entity-relationship modeling language (concepts, relations,
attributes, inheritance and instantiation) and additional abstractions
for index entries referencing the external data objects and visualization
concepts (connections, views). This ontology, which is described in more
detail in [18] is somewhat different from, though compatible with the meta
model for RDF (Resource Description Framework,
http://www.w3.org/TR/PR-rdf-schema/) schemata. A forthcoming report will
describe an import facility from RDF schemata and data into our hyperbook
system.

Figure 1: Entry page of CS1 hyperbook with concepts (right
frame) and relations (left frame)
Different forms of information units correspond to concepts and their
attributes and can be displayed in a WWW browser. The navigational structure
between these concepts is based on the relations between them. Together,
concepts and relations define the way in which information is presented
to the reader. Our current hyperbook system separates the display area
of a regular WWW-browser into two equally sized frames for displaying attributes
and their content and relations: the right frame displays the textual and
image data represented by concepts and their attributes; the left frame
shows the concepts relations in the form of annotated hypertext-links.
Fig. 1 shows as an example the main entry page of our CS1-hyperbook.
Constructivism
and teaching
In [27], Glasersfeld sees a constructive pedagogy as a counterpart to behavioristic
pedagogy, and stresses the importance of teaching (which aims at the generation
of understanding) versus pure training for performance (often geared at
perfectly solving textbook problems). Knowing as an adaptive activity constructs
a set of successful/viable concepts, models and theories relative to a
context of goals and purposes. Learning requires self-regulation and the
building of conceptual structures through reflection and abstraction. Problems
are not solved by the retrieval of rote-learned "right" answers. In the
introduction of [26], Glasersfeld also stresses the need to understand
the students' thinking and to encourage them to reflect on their models
as a means to improve them (e.g. by verbalizing it). Social interaction
is an important stimulus for this reflection as well as for motivating
knowledge construction and adaptation.
Constructivist concepts discussed in the papers from [26] include problem-oriented
and inquiry-oriented learning and discussion, through protocols to obtain
insight into student's mathematical thinking, the necessity of contradictions
for further construction (whose awareness depends on the previous knowledge),
the importance of student models, learning as cognitive restructuring,
teaching through problem solving, whole class interactions and small group
interactions, curiosity and reflection.
Based especially on the ideas of learning as design activity (as advocated
by Papert and his colleagues [20,12,22]) and learning as an intentional
activity involving knowledge-building and discussion (as in CSILE [23,14,9]),
we focus in our CS1 course on the following three issues[8]:
-
integrating goal-oriented learning and projects (authored by lecturers
and students) into our course materials;
-
connecting student projects with the rest of the course material showing
which CS1 concepts have been applied (and thus learned) to which part of
the project;
-
modeling student annotations (such as tips, questions and answers) as part
of the course material.
The structural model of our hyperbook concentrates on this problem-oriented
and inquiry-oriented aspect, and explicitly models the relevant aspects
to support a goal-directed and inquiry-oriented learning style. Students
need to know which materials are necessary for specific projects, and can
use (personalized) learning sequences and indices to retrieve the required
information and hyperbook pages.
Goal orientation is an important aspect of our educational hyperbooks.
Since we don?t want to determine the learning path of a student (or a student
group) from the beginning to the end, the students are free to define their
own learning goals and thus their own learning sequence. In each step they
can ask the hyperbook for relevant material, teaching sequences and hints
of practice examples and projects. If they need advice to find their own
learning path, they can ask the hyperbook for the next suitable learning
goal.
Student
modeling for adaptive hyperbooks
The student modeling component has to fulfill various tasks. First it has
to adapt the hyperbook to a particular student by giving hints for navigation
within the hyperbook, showing the educational state of links, guiding a
student by showing the next steps to take depending on the chosen goal
and project, proposing suitable reading sequences, etc. Second, it has
to take the open modeling approach, underlying the KBS Hyperbook System,
into account by facilitating student modeling on various, interrelated
models (structural modeling / domain modeling).
All implemented adaptation strategies in the KBS Hyperbook System are
based on indexing the information resources in the hyperbook. The index
concepts are called knowledge items. Such a knowledge item (KI)
denotes a knowledge concept of the application domain. These concepts can
be elementary, for example the "if" or "while" concepts in a programming
language, or compound, like "knowledge about flow control statements".
The knowledge items are used for indexing the contents of information units,
project units, and for describing the range of a student's goal. They are
similar to the domain model concepts used in [2].
The student modeling component uses a separate model of the application
domain described in a specific hyperbook. Therefor it adds a partial order
between these KIs to represent learning dependencies, where KI1
< KI2 denotes the fact that KI1 has to be learned
before KI2, because understanding KI1 is a prerequisite
for understanding KI2. For example, to understand the KI "control
structures in Java" (con), it is necessary to know about the KIs "branching"
(bran) and "looping" (loop), thus loop < con and bran < con.
The student modeling component also contains descriptions of each student's
current knowledge in the form of a KI-vector [7]. The separation of the
domain model used by the hyperbook and of the KI-model used by the student
modeling component has advantages for authoring the hyperbook, as learning
dependencies between knowledge items are described once in the KI-model,
and the dependencies between information units of the hyperbook can be
inferred automatically from the KI-dependencies and the indexing of the
information units by the KIs. This is especially important as the hyperbook
allows different models of the application domain [8], as several authors
or teachers may structure the domain of one hyperbook in different ways.
Furthermore, this distinction between the two models makes the hyperbook
system robust against changes: if additional information units are added
or changed, only these pages have to be (re-)indexed accordingly (no further
work has to be spent on changing the student modeling component). For more
information about the student modeling component and its implementation,
see [7,6]. In the following, we describe the different adaptation facilities
which are enabled by the student
modeling component.
Adaptive information resources and trail generation
Often a student needs information about specific topics but lacks prerequisite
knowledge for these topics. For example a student wants to work on a project
about "algorithms" but does not understand "simple control structures"
or "methods"; in this case it would not help to start reading the information
unit about "algorithms". To support the student in such cases, the system
compares the student's actual knowledge with the required knowledge needed
to understand the topic in question. If the student lacks some requirements,
the system generates a sequence of information units, i.e. a trail or guided
tour, that guides her learning towards the selected topic.
Generating such a trail is implemented by a depth-first-traversal algorithm
which checks the system's estimate of the student's knowledge of those
KIs that are prerequisites for the actual goal. The algorithm checks whether
all prerequisite knowledge is sufficiently known by the student. If not,
the corresponding information units of the hyperbook are marked. Afterwards
a sequence of all marked units is generated which guides the student from
the simple to the complicated topics up to the selected topic.
Furthermore, the hyperbook provides direct access to information needed
for the actual task (information goal or project). Relevant information
is selected by the same depth-first-traversal algorithm as mentioned above;
access to the information is given by a sorted index. Each link in this
index is annotated according to the student's knowledge by using a simple
traffic light metaphor [2,28]: a red ball in front of the link indicates
that the corresponding page requires some knowledge the student currently
does not have and thus is not recommended for the student, while a green
ball denotes a recommended (suggested) link, which should be understandable
by the student. Finally, a grey ball denotes material which (according
to the hyperbook's estimate of the student) is already known to the student.
For example, fig. 1 shows how the links are displayed with short abstracts
and annotations, grouped by the types of relations.
Adaptive
project selection
In order to select suitable projects for a student, the hyperbook contains
a project library. Each project is indexed by the KIs that have to be understood
in order to successfully complete the project. Since we use a Bayesian
network for modeling the student's knowledge [6], we do not have to include
prerequisite knowledge items, because they are already taken care of by
the dependency structure modeled in the BN.
A project is useful for a student in her current knowledge state and
her situation, if
-
the KIs comprising the student's goal are sufficiently contained in this
project, and
-
all KIs which are not part of the student's goal but necessary for the
project, are well understood.
These requirements determine the selection criteria for finding an appropriate
project for a student that simultaneously helps the student to achieve
her learning goal and reflects her current knowledge state. They are implemented
by two algorithms [6]: one calculates how good a project matches
the goal of a student ( project-goal distance), while the other
one determines whether the actual knowledge of a student is sufficient
for performing the suggested project without too many difficulties (
fitness). For example, a student who is interested in learning simple
control structures in Java will have difficulties with a project that uses
control structures to build a graphical student interface if she has only
"beginner's knowledge" about graphical user interfaces.
Adaptive
goal selection
If a student wants more guidance during her learning with the hyperbook
she may ask the hyperbook for the next learning step. This request is satisfied
by determining a suitable learning goal depending on her current knowledge.
Based on this goal, the hyperbook can propose a suitable project, a set
of information units or a trail leading to that goal. To determine the
next suitable learning goal, a sequential trail covering the whole hyperbook
is calculated. For each item of this trail the system's estimate about
the student's knowledge is checked; if the student fails to know some knowledge
item, this item is proposed as the subsequent suitable goal.
Adaptive
navigational structure
Links between information units are based on their semantic relationships.
If a student wants to browse through the hyperbook it is very useful to
enrich these links with additional information: a heading, a short abstract
of the concept it links to and a hint indicating the educational state
of this link based on the traffic light metaphor mentioned above.
Observing
the user
Several systems use the fact that the student "reads" some information
to update the estimate of the student's knowledge (e.g. [2]), and also
include reading time and/or the sequence of read pages to enhance this
estimation. While this is a viable approach, it has the disadvantage that
it is difficult to measure the knowledge a student gains by "reading" an
HTML-page [1]. In the current state of our development, we decided to take
neither the information about visited pages nor the student's path through
the hypertext into account. Instead we only use the projects for updating
the system. We do this in two ways: We either ask the student for direct
feedback after working on a project; the student then judges her/his own
performance by selecting one of the categories "topic was easy - I mastered
it effortless", "topic was okay - but some problems were arising", "topic
was hard - I had a few ideas but could not get the thing right" and "no
idea about this topic at all". Or we ask some experts to judge the student's
project performance and use this judgment.
The
"Introduction to Java Programming" hyperbook
In our teaching environment, we are currently using our KBS Hyperbook System
for several of our courses, the largest one (with about 250 students in
the last semester) being a CS1 course "Introduction to Programming". The
course is based on constructivist teaching concepts, and builds heavily
on project work as well as discussion of problems and solutions by the
students.
Structural
modeling for adaptive hyperbooks
Central to the structural model (fig. 2) is the concept of a semantic
information unit (SIU) whose instantiations contain the main information
units contained in the hyperbook. The set of SIUs is used for modeling
the application domain. Relationships between SIUs are modeled by several
semantic relations, which structure the knowledge referenced by the SIUs,
for example to relate general knowledge to specializations, related concepts,
etc. Semantic structures that emerge for domain modeling are e.g. taxonomies
based on inheritance hierarchies and more general domain ontologies including
arbitrary relations.
Figure 2: Main concepts of the structural model emphasizing concepts
and relations
supporting constructivist teaching
To find SIUs in a hyperbook, we first specify the main topics of the
book. The hyperbook for our course "Introduction to Java Programming" contains
the following main level topics, which we have related to the ACM
Computing Classification System (1998 version, http://www.acm.org/class/1998/ccs98.html)
[7]. We use these main topics to group the contents of a hyperbook in areas:
each main topic corresponds to an area in the hyperbook (fig. 1). Thus
a student can choose several entry points to the hyperbook. Hints for useful
entry points - according to the student's actual knowledge state - are
given by annotating the links to areas using traffic lights (see section
4). For modeling connections between areas or subconcepts of areas, we
also use ER-modeling. This enables different modeling emphasis.
Integration
of examples and projects
In order to support project-oriented teaching as described in section 3,
our conceptual model contains the concept project unit and subclasses
thereof, such as project and project assignment (PA). Project
units contain project descriptions, and different parts of a (student)
project.
In order to enable students to integrate their projects in the hyperbook
in a structured and meaningful way, we model a project as a part-whole
hierarchy representing the different parts of each student project. This
hierarchy mirrors the simplified software modeling process we use in our
CS1 course. Important parts are the specification written by the students,
an object-oriented design proposal consisting of several subdocuments,
the documentation of the implementation and the program code itself. The
program code is broken down into different (Java) classes, with each class
describing its attributes and methods. Fig. 3 shows an example how a student
group - named BugFix - modeled their project according to the ProjectUnit
hierarchy.
Figure 3:
Example of the ProjectUnit hierarchies used by a student group named BugFix
Portfolios:
documentation of student?s projects
As discussed in [3], assessment based on portfolios settles
on the idea, that project results can be used to represent and assess which
concepts a student has successfully applied / learned. Such a portfolio
can be modeled by a set of relations between parts of the project and the
corresponding concepts which have been used for these subprojects (fig.
2). In our conceptual model, this is expressed by a relationship between
project units and knowledge items. In general, we include the root concepts
in the polytree of the KIs in this subset. However, a more detailed portfolio
is possible by exchanging these high level KIs with lower level ones. The
way our students currently design their portfolios can be seen in the WWW
at http://www.kbs.uni-hannover.de/praktikum/praktikum99/Portfolio.html.
In this way, we define both the basic `structure of student projects as
well as their connection to the remainder of the course material.
Guided
tours and learning goals
To support inquiry-oriented work with the hyperbook, trail- and
goal-
concepts are used for providing access to the knowledge contained in the
hyperbook. Trails are basically sequences of SIUs. They are either generated
and therefore tailored to the student's actual knowledge (see section 4)
or are predefined (e.g. for usage during a lecture). The goal concept supports
the student in defining her/his own particular learning goals. The student
can choose her/his learning goal by defining a set of KIs as a goal. This
subset is used by the student modeling component to determine relevant
hyperbook-pages for this goal: a list of appropriate project assignments
and a trail. This trail consists of a sequence of those SIUs that contain
relevant information for reaching the chosen goal.
From a SIU the student has access to appropriate PAs, goals (if the
student has already defined some) and trails. The student therefore can
view an application of the knowledge of a SIU knowledge on a project page,
or enter a trail. The main entry point for students is the hyperbook
concept, which is related to all areas, PAs, etc. (similar to a table of
contents). It also participates in a student defined relationship called
bookmarks,
thus implementing bookmarking functionality. Students can continue with
one of these concepts, define a learning goal or select a predefined trail.
Enabeling
discussions and annotations
To give hyperbook users
the possibility to discuss the contents of the hyperbook and to encourage
feedback to the authors, an annotation system has been integrated into
the hyperbook. This annotation system allows the user to add annotations
and to read existing annotations. The annotations are shown as structured
discussions in the hyperbook. In the current version a simple model for
structuring of annotations is being used (fig. 4). The user has the possibility
to give tips, ask questions or criticize the contents or to answer to certain
questions. The following shows the modeling of the annotations.
Figure 4: Schematic view of the annotation hierarchy
Annotations are defined as concepts in the hyperbook and therefore are
handled and visualized as all other existing concepts. In addition to the
attributes of a concept an annotation contains attributes like date and
author. All annotatable concepts can be annotated. Annotations are also
defined as annotatable concepts and therefore they can be annotated as
well. To compose an annotation the user is given an HTML-form. The content
of an annotation is stored in in the file system.
Technical
realization
Figure 5: Schematic view of the implementation of the hyperbook
system
The KBS-Hyperbook system is implemented entirely in Java. A servlet residing
in the Java Web Server (fig. 5) represents the whole system. The student
browses the hyperbook with any HTML-browser capable of handling frames,
while all necessary processing is done on the server side. Some of the
functionality such as trails is also realized by Java client Applets.
Conclusion
This paper discussed the basic principles of the KBS Hyperbook System,
centered on explicit modeling of structure and contents of the learning
domain, by suitable metadata, and adaptation to the knowledge and needs
of a particular user. The system is being built for a constructivist learning
environment and emphasizes project-oriented and goal-driven learning. We
have described the use of the system in our course "Introduction to Java
Programming" and the integration of teacher and student materials and projects.
We are also using the system as a metadata repository for a terminological
database, and we will be using it in a project integrating and connecting
course material from different universities by suitable metadata annotations.
Additional work will concentrate on adapting these conceptual models
and metadata schemata for the special needs of different teachers and on
an improved integration of material from arbitrary WWW sources (based on
RDF).
Contact
Nicola Henze, Kabil Naceur, Wolfgang Nejdl and Martin Wolpers
Universität Hannover
Institut für Technische Informatik
Abteilung Rechnergestützte Wissensverarbeitung
Appelstraße 4
30167 Hannover
{henze,naceur,nejdl,wolpers}@kbs.uni-hannover.de
http://www.kbs.uni-hannover.de
Authors
Nicola
Henze (1st from left)
Nicola Henze has received her masters degree in mathematics 1995 from
the University of Hannover. As a research member of the Institut für
Technische Informatik, she currently works towards her Ph.D. Her research
interests include user modeling and user adapted interaction, knowledge
management for open hypermedia applications, and distance learning.
Kabil Naceur
(3rd from left)
Kabil Naceur has received his degree in elecrical enginering 1998 from
the University of Hannover. Currently he works as a Ph.D. student at the
Institut für Technische Informatik, Abteilung Rechnergestützte
Wissensverarbeitung. His research interests are knowledge management for
web-applications and distance learning.
Wolfgang
Nejdl (2nd from left)
Wolfgang Nejdl has been full professor for computer science at the University
of Hannover and head of Institut für Rechnergestützte Wissensverarbeitung
since march 1995. He has worked in the areas of databases, artificial intelligence
and hypermedia for education, and has published more than 100 articles
in conference proceedings and journals on these subjects.
Martin
Wolpers (4th from left)
Working in the field of knowledge management, aquisition and modeling,
Martin Wolpers works as a Ph.D. student at the Institut f. Techn. Informatik,
Abt. Rechnergest. Wissensverabeitung. He received his masters degree as
an electrical engineer in 1997 from the Universität Hannover
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