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Expert Finding and Visualisation
in a Personal Learning Environment
Wolfgang Reinhardt
Christian Schafmeister
Sebastian Nuhn

University of Paderborn
Institute of Computer Science




                                     1
if you want to tweet
#icl09

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Context of the project
• MoKEx is a series of student projects


• interdisciplinary research project with universities and application partners
  from Germany and Switzerland


   • IFIP-honoured type of education and cooperation




                                                                                      © Wolfgang Reinhardt, University of Paderborn
• students from computer science (DE) and business informatics (CH)


• combination of real-world problems with research topics and informatics
  education


• goal: development of solution designs and working prototypes


   • show what is technically feasible
                                                                                  3
      Wolfgang Reinhardt
Context of the project (cont.)
• operational use of software in the context of e-learning and knowledge
  management


• capturing and storage of user context and use for personalised data
  representation


• enhancing stored data with automatically extracted metadata




                                                                                  © Wolfgang Reinhardt, University of Paderborn
• loose coupling of existing IT systems and connection via the KnowledgeBus
  architecture (Hinkelmann et al., 2007)


• development of the concept of a Single Point of Information to centralise
  search and retrieval processes



                                                                              4
     Wolfgang Reinhardt
Specific goals of the MoKEx4 project
1.re-use of existing software components for the automatic extraction of
  content- and object-related metadata


2.derivation of expertise profiles and visualisation of experts


3.enrichment of classical search results with graphical representations of
  associated experts and related terms




                                                                                  © Wolfgang Reinhardt, University of Paderborn
4.development of a flexible component for rating and analysing user actions,
  storing the data and providing for any visualisations


   • using data from e-mails, attachments and wikis

5.integration of the expert visualisation in a personal working environment
  (very light-weighted PLE)
                                                                              5
      Wolfgang Reinhardt
Some
Background
Knowledge Management
• „process of continuously creating new knowledge, disseminating it widely through
  the organisation, and embodying it quickly in new products/services, technologies
  and systems“ (Takeushi&Nonaka 2004)




            YOU CANNOT STORE KNOWLEDGE




                                                                                          © Wolfgang Reinhardt, University of Paderborn
                                  Nonaka 2001




                                                                                      7
      Wolfgang Reinhardt
Expert Finding and Visualisation
• existing IT heterogeneity costs time and money (Information Builders 2007)


   • right data cannot be found, no connection to contact persons


• todays IT systems lack in transparently showing employees expertise


• former Yellow Pages Systems stored employees‘ expertise in a static way




                                                                                     © Wolfgang Reinhardt, University of Paderborn
   • data pool was rapidly outdated


• Ackerman‘s Answer Garden deemed as one of the first expert finders with
  self-updating user profiles (Ackerman, 1994)


• hardly any consideration of user context during execution of searches so far

                                                                                 8
     Wolfgang Reinhardt
Graph-based Expert Visualisation
• tries to answer questions like „Who knows whom?“ or „Who works in which
  domain?“


• TRIER distinguishes knowledge entities that can be visualised and
  semantically interconnected (Trier, 2005)


      • processes / activities                 • individuals




                                                                                © Wolfgang Reinhardt, University of Paderborn
      • documents                              • topics


• GBEV uses nodes and edges to represent entities and their connections


  • well-known graph algorithms can be applied


  • SNA metrics can be applied
                                                                            9
     Wolfgang Reinhardt
Personal Learning Environments
• mostly digital workplaces that are customisable by the user


• support the individual learning style and pace


• make learning more transparent by connecting users and content


• focus on informal learning styles




                                                                        © Wolfgang Reinhardt, University of Paderborn
   • often found in organisational settings


• awareness of processes, knowledge domains, users


• OPEN


                                                                   10
      Wolfgang Reinhardt
Implementation
Overall architecture
• SOA design pattern


  • service integration


  • none to minimal changes to the subsystems
                                                     MetaXsA         MeduSA      DMS


  • necessary logic in the service adapters of the




                                                                                                © Wolfgang Reinhardt, University of Paderborn
    systems


• Central KnowledgeServer (KNS)           SPI
                                                               KNS
                                                                                 User
                                                                              Management


  • using adapters to connect systems
                                                                                 Ratin
                                                                                 LOg

  • differentiation between internal & external      E-Mail-                    RaMBo
                                                                     Wiki-
    communication                                    Server          Server
                                                                                           12
     Wolfgang Reinhardt
Expert finding
• new component for analysing and rating user actions and usage behaviour


   • RaMBo (Rating Module and Behaviour Profiling)


• connect users, keywords, organisational context and different types of data in
  multiple combinations




                                                                                    © Wolfgang Reinhardt, University of Paderborn
• development of a flexible rating scheme comprising relations, rating metric
  and valuation points


• two groups of relations


   • simple count of joint occurrence of metadata


   • recording of weighted ratings
                                                                               13
     Wolfgang Reinhardt
Expert finding - Relations
• Keyword - Keyword - Counter

                                            relations that simply
• Keyword - Taxonomy - Counter              count co-occurrence




• Taxonomy - Taxonomy - Counter


• User - Keyword - Rating




                                                                                           © Wolfgang Reinhardt, University of Paderborn
• User - Taxonomy - Rating

                                                         relations that use complex
• User - Source - Rating                                 weighted ratings




• User A - User B - Keyword - Source - Rating


• User A - User B - Taxonomy - Source - Rating
                                                                                      14
     Wolfgang Reinhardt
Expert finding - Valuation points & metric
    search              1
     read              10
     edit              75
    create            250
• valuation points




                                                                      © Wolfgang Reinhardt, University of Paderborn
                    search   read          edit        create
 Documents            1        1            1             1
 Wiki Articles         0,8    0,8          0,8             0,8
    Search             0,2     0            0              0
    E-Mail             0,4     0            0              0,4
  E-Mail (To)           0     0,4           0              0,4

• used metric for ratings as matrix of action and source
                                                                 15
       Wolfgang Reinhardt
How does it work?
                                                                   Keywords: Web 2.0, FLEX
              Rating

 LOM
                       120                                         Sender:                 Wolle
                   +    14
                       134
                                                                   Receiver:               Johannes
            RaMBo                                                                                       MetaXsA            MeduSA                 DMS


  User     Keyword           Rating               User             User    Keyword     Rating

 Wolle     Web 2.0            100                 Wolle         Johannes   Web 2.0         100

 Wolle      FLEX              100                 Wolle         Johannes    FLEX           100




                                                                                                                                                                  © Wolfgang Reinhardt, University of Paderborn
Johannes   Web 2.0             4

Johannes    FLEX               4                 Keyword         Keyword   Counter
                                                                                                                   KNS
                                                 Web 2.0           FLEX          1   SPI                                                           User
                                                                                                                                                Management


 search       1                                           search            read                 edit   create    Relationen:
                                                                                                                                                   Rating
                                   Documents                1                1                    1       1       User - Keyword                      120
  read       10                                                                                                                                   LOM14
                                Wiki Articles              0,8              0,8                  0,8     0,8      User - User - Keyword             +
                                                                                                                                                      134
   edit      75                       Search               0,2               0                    0       0       Keyword - Keyword - Counter

  create     250
                                      E-Mail               0,4               0                    0
                                                                                                        E-Mail-
                                                                                                        0,4
                                                                                                                            Wiki-                 RaMBo
                                   E-Mail (To)              0               0,4                   0     0,4
                                                                                                        Server              Server
                                                                                                                                                             16
             Wolfgang Reinhardt
How do we build meshes?
               Rating
                  120                           Experts for Web 2.0
Web 2.0         + 14
                  134                           related keywords for Web 2.0
             RaMBo                                                              MetaXsA                  MeduSA        DMS

      User      Keyword     Rating      User      User      Keyword    Rating        Keyword   Keyword   Counter
     Wolle       Web 2.0      100       Wolle   Johannes    Web 2.0     100          Web 2.0    FLEX        1

     Wolle        FLEX        100       Wolle   Johannes     FLEX       100          Web 2.0    AJAX        4

                                        Wolle     Robin     Web 2.0      50           FLEX      AJAX        6
    Johannes     Web 2.0       4
    Johannes      FLEX         4        Wolle     Robin      AJAX        50




                                                                                                                                      © Wolfgang Reinhardt, University of Paderborn
     Robin       Web 2.0      50
     Robin        AJAX        50                                                                 KNS
                                                          SPI                                                          User
                                                                                                                    Management
    Expert mesh                                            Keyword mesh

                                                                              K
                           Wolle                                          Web 2.0                                      Rating
                                                                                                                          120
                                                                                                                        + 14
                                                                                                                          134

                                                                K                      K                              RaMBo
     Johannes                        Robin                      FLEX
                                                                                  E-Mail-
                                                                                      AJAX                 Wiki-
                                                                                  Server                   Server
                                                                                                                                 17
             Wolfgang Reinhardt
Prototype
Search




Wolfgang Reinhardt
                19




                     © Wolfgang Reinhardt, University of Paderborn
Wolfgang Reinhardt
                                                                     Search results




                20




                     © Wolfgang Reinhardt, University of Paderborn
Expert and Keyword meshes




                                 © Wolfgang Reinhardt, University of Paderborn
                            21
 Wolfgang Reinhardt
Wolfgang Reinhardt
                22




                     © Wolfgang Reinhardt, University of Paderborn
Taxonomy browser
• users partially overwhelmed by the proposed way of searching and retrieving


• wish for a more common way of browsing data (Explorer-style)


• usage of the underlying organisational taxonomies


  • tree-based view on




                                                                                     © Wolfgang Reinhardt, University of Paderborn
    all data objects


  • classical control
    concept, hover yields
    additional information,
    click opens objects



                                                                                23
     Wolfgang Reinhardt
Conclusions
Conclusion
• Graph-based expert visualisation can help creating a more transparent way of
  cooperation and IT-supported communication


• SOA architecture to connect heterogenous IT systems


• flexible and extensible way of analysing, rating and storing of user actions
  and usage behaviour (RaMBo)




                                                                                     © Wolfgang Reinhardt, University of Paderborn
• RIA acts as SPI for employees and connects classical search results with
  expert meshes and related keywords and taxonomies


• successfully tested with an application partner from the Steel industry




                                                                                25
      Wolfgang Reinhardt
Outlook
• Improvement of semantical analysis

• Personal Learning Environment

  • more data sources

  • more widgets




                                                                                     © Wolfgang Reinhardt, University of Paderborn
  • improved personalisation

• using RDF and SNA

  • Artefact-Actor-Networks

• Use of the expert finding component in other settings with other input (APML
  instead of LOM)                                                               26
     Wolfgang Reinhardt
Thank you
Want to know more?
http://twitter.com/wollepb
http://isitjustme.de




                                  Wolfgang Reinhardt
                                            University of Paderborn
                                     Institute of Computer Science
                             Working Group Didactics of Informatics
                                                   http://ddi.upb.de
Image sources
•   http://www.chromasia.com/images/chaos_theory_2_b.jpg



•   http://www.ics.hit-u.ac.jp/community/wsj_nonaka01.jpg



•   http://www.sxc.hu/photo/150038



•   http://www.terracotta.org/attach/img/solutions/social-networking/social-graphs.png



•   http://i303.photobucket.com/albums/nn157/suzQ_photo/Eva%20Kits/Boston-Bistro-sneak-peak.jpg



•   http://de.fotolia.com/id/3805293




                                                                                                  29

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Expert Finding and Visualisation in a Personal Learning Environment

  • 1. Expert Finding and Visualisation in a Personal Learning Environment Wolfgang Reinhardt Christian Schafmeister Sebastian Nuhn University of Paderborn Institute of Computer Science 1
  • 2. if you want to tweet #icl09 #icl09_1C
  • 3. Context of the project • MoKEx is a series of student projects • interdisciplinary research project with universities and application partners from Germany and Switzerland • IFIP-honoured type of education and cooperation © Wolfgang Reinhardt, University of Paderborn • students from computer science (DE) and business informatics (CH) • combination of real-world problems with research topics and informatics education • goal: development of solution designs and working prototypes • show what is technically feasible 3 Wolfgang Reinhardt
  • 4. Context of the project (cont.) • operational use of software in the context of e-learning and knowledge management • capturing and storage of user context and use for personalised data representation • enhancing stored data with automatically extracted metadata © Wolfgang Reinhardt, University of Paderborn • loose coupling of existing IT systems and connection via the KnowledgeBus architecture (Hinkelmann et al., 2007) • development of the concept of a Single Point of Information to centralise search and retrieval processes 4 Wolfgang Reinhardt
  • 5. Specific goals of the MoKEx4 project 1.re-use of existing software components for the automatic extraction of content- and object-related metadata 2.derivation of expertise profiles and visualisation of experts 3.enrichment of classical search results with graphical representations of associated experts and related terms © Wolfgang Reinhardt, University of Paderborn 4.development of a flexible component for rating and analysing user actions, storing the data and providing for any visualisations • using data from e-mails, attachments and wikis 5.integration of the expert visualisation in a personal working environment (very light-weighted PLE) 5 Wolfgang Reinhardt
  • 7. Knowledge Management • „process of continuously creating new knowledge, disseminating it widely through the organisation, and embodying it quickly in new products/services, technologies and systems“ (Takeushi&Nonaka 2004) YOU CANNOT STORE KNOWLEDGE © Wolfgang Reinhardt, University of Paderborn Nonaka 2001 7 Wolfgang Reinhardt
  • 8. Expert Finding and Visualisation • existing IT heterogeneity costs time and money (Information Builders 2007) • right data cannot be found, no connection to contact persons • todays IT systems lack in transparently showing employees expertise • former Yellow Pages Systems stored employees‘ expertise in a static way © Wolfgang Reinhardt, University of Paderborn • data pool was rapidly outdated • Ackerman‘s Answer Garden deemed as one of the first expert finders with self-updating user profiles (Ackerman, 1994) • hardly any consideration of user context during execution of searches so far 8 Wolfgang Reinhardt
  • 9. Graph-based Expert Visualisation • tries to answer questions like „Who knows whom?“ or „Who works in which domain?“ • TRIER distinguishes knowledge entities that can be visualised and semantically interconnected (Trier, 2005) • processes / activities • individuals © Wolfgang Reinhardt, University of Paderborn • documents • topics • GBEV uses nodes and edges to represent entities and their connections • well-known graph algorithms can be applied • SNA metrics can be applied 9 Wolfgang Reinhardt
  • 10. Personal Learning Environments • mostly digital workplaces that are customisable by the user • support the individual learning style and pace • make learning more transparent by connecting users and content • focus on informal learning styles © Wolfgang Reinhardt, University of Paderborn • often found in organisational settings • awareness of processes, knowledge domains, users • OPEN 10 Wolfgang Reinhardt
  • 12. Overall architecture • SOA design pattern • service integration • none to minimal changes to the subsystems MetaXsA MeduSA DMS • necessary logic in the service adapters of the © Wolfgang Reinhardt, University of Paderborn systems • Central KnowledgeServer (KNS) SPI KNS User Management • using adapters to connect systems Ratin LOg • differentiation between internal & external E-Mail- RaMBo Wiki- communication Server Server 12 Wolfgang Reinhardt
  • 13. Expert finding • new component for analysing and rating user actions and usage behaviour • RaMBo (Rating Module and Behaviour Profiling) • connect users, keywords, organisational context and different types of data in multiple combinations © Wolfgang Reinhardt, University of Paderborn • development of a flexible rating scheme comprising relations, rating metric and valuation points • two groups of relations • simple count of joint occurrence of metadata • recording of weighted ratings 13 Wolfgang Reinhardt
  • 14. Expert finding - Relations • Keyword - Keyword - Counter relations that simply • Keyword - Taxonomy - Counter count co-occurrence • Taxonomy - Taxonomy - Counter • User - Keyword - Rating © Wolfgang Reinhardt, University of Paderborn • User - Taxonomy - Rating relations that use complex • User - Source - Rating weighted ratings • User A - User B - Keyword - Source - Rating • User A - User B - Taxonomy - Source - Rating 14 Wolfgang Reinhardt
  • 15. Expert finding - Valuation points & metric search 1 read 10 edit 75 create 250 • valuation points © Wolfgang Reinhardt, University of Paderborn search read edit create Documents 1 1 1 1 Wiki Articles 0,8 0,8 0,8 0,8 Search 0,2 0 0 0 E-Mail 0,4 0 0 0,4 E-Mail (To) 0 0,4 0 0,4 • used metric for ratings as matrix of action and source 15 Wolfgang Reinhardt
  • 16. How does it work? Keywords: Web 2.0, FLEX Rating LOM 120 Sender: Wolle + 14 134 Receiver: Johannes RaMBo MetaXsA MeduSA DMS User Keyword Rating User User Keyword Rating Wolle Web 2.0 100 Wolle Johannes Web 2.0 100 Wolle FLEX 100 Wolle Johannes FLEX 100 © Wolfgang Reinhardt, University of Paderborn Johannes Web 2.0 4 Johannes FLEX 4 Keyword Keyword Counter KNS Web 2.0 FLEX 1 SPI User Management search 1 search read edit create Relationen: Rating Documents 1 1 1 1 User - Keyword 120 read 10 LOM14 Wiki Articles 0,8 0,8 0,8 0,8 User - User - Keyword + 134 edit 75 Search 0,2 0 0 0 Keyword - Keyword - Counter create 250 E-Mail 0,4 0 0 E-Mail- 0,4 Wiki- RaMBo E-Mail (To) 0 0,4 0 0,4 Server Server 16 Wolfgang Reinhardt
  • 17. How do we build meshes? Rating 120 Experts for Web 2.0 Web 2.0 + 14 134 related keywords for Web 2.0 RaMBo MetaXsA MeduSA DMS User Keyword Rating User User Keyword Rating Keyword Keyword Counter Wolle Web 2.0 100 Wolle Johannes Web 2.0 100 Web 2.0 FLEX 1 Wolle FLEX 100 Wolle Johannes FLEX 100 Web 2.0 AJAX 4 Wolle Robin Web 2.0 50 FLEX AJAX 6 Johannes Web 2.0 4 Johannes FLEX 4 Wolle Robin AJAX 50 © Wolfgang Reinhardt, University of Paderborn Robin Web 2.0 50 Robin AJAX 50 KNS SPI User Management Expert mesh Keyword mesh K Wolle Web 2.0 Rating 120 + 14 134 K K RaMBo Johannes Robin FLEX E-Mail- AJAX Wiki- Server Server 17 Wolfgang Reinhardt
  • 19. Search Wolfgang Reinhardt 19 © Wolfgang Reinhardt, University of Paderborn
  • 20. Wolfgang Reinhardt Search results 20 © Wolfgang Reinhardt, University of Paderborn
  • 21. Expert and Keyword meshes © Wolfgang Reinhardt, University of Paderborn 21 Wolfgang Reinhardt
  • 22. Wolfgang Reinhardt 22 © Wolfgang Reinhardt, University of Paderborn
  • 23. Taxonomy browser • users partially overwhelmed by the proposed way of searching and retrieving • wish for a more common way of browsing data (Explorer-style) • usage of the underlying organisational taxonomies • tree-based view on © Wolfgang Reinhardt, University of Paderborn all data objects • classical control concept, hover yields additional information, click opens objects 23 Wolfgang Reinhardt
  • 25. Conclusion • Graph-based expert visualisation can help creating a more transparent way of cooperation and IT-supported communication • SOA architecture to connect heterogenous IT systems • flexible and extensible way of analysing, rating and storing of user actions and usage behaviour (RaMBo) © Wolfgang Reinhardt, University of Paderborn • RIA acts as SPI for employees and connects classical search results with expert meshes and related keywords and taxonomies • successfully tested with an application partner from the Steel industry 25 Wolfgang Reinhardt
  • 26. Outlook • Improvement of semantical analysis • Personal Learning Environment • more data sources • more widgets © Wolfgang Reinhardt, University of Paderborn • improved personalisation • using RDF and SNA • Artefact-Actor-Networks • Use of the expert finding component in other settings with other input (APML instead of LOM) 26 Wolfgang Reinhardt
  • 27. Thank you Want to know more? http://twitter.com/wollepb http://isitjustme.de Wolfgang Reinhardt University of Paderborn Institute of Computer Science Working Group Didactics of Informatics http://ddi.upb.de
  • 28.
  • 29. Image sources • http://www.chromasia.com/images/chaos_theory_2_b.jpg • http://www.ics.hit-u.ac.jp/community/wsj_nonaka01.jpg • http://www.sxc.hu/photo/150038 • http://www.terracotta.org/attach/img/solutions/social-networking/social-graphs.png • http://i303.photobucket.com/albums/nn157/suzQ_photo/Eva%20Kits/Boston-Bistro-sneak-peak.jpg • http://de.fotolia.com/id/3805293 29