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Recommending Knowledgeable
                     People
                      in a Work-Integrated Learning System
                     (RecSysTEL Workshop at EC-TEL 2010)




Günter Beham, Barbara Kump, Tobias Ley, Stefanie Lindstaedt
Organisa(ons	
  try	
  to	
  transform	
  workplaces	
  into	
  more	
  
effec(ve	
  learning	
  environments	
  	
  




    October 20, 10 / 2       Executive Board Meeting, Graz     [e.g., Billet, 2000]
I am filling out this new    Hmm, not really but maybe
 report form. Any idea what   Paul could help here. He
 all these abbreviations      filled a similar report last
 mean?                        week.




Knowledge
Workers
seek for
inter-personal
help
                                           [Kooken et al., 2007]
Challenge: Finding knowledgeable people
      for a topic within a company
APOSDLE Vision


Enable learning directly at the
  workplace
Support people in sharing
  their knowledge
Reuse available resources as
  learning materials
The APOSDLE Approach:
Connecting user activities with
organisational models
to recommend knowledgeable people
September 29, 2010 / 9




The APOSDLE People Recommendation Workflow
How APOSDLE looks like




            •  Screenshots	
  vom	
  APOSDLE	
  Prototypen:	
  
               Suggests	
  und	
  Coopera;on	
  Wizard	
  
                                   People	
  



                          Company	
  Resources	
  

October 20, 10 / 10
September 29, 2010 / 11



3-Tier Architecture of APOSDLE
            Services
September 29, 2010 / 12




Organisational Models
September 29, 2010 / 13



      Maintaining the APOSDLE User Model




100                                   ...
 80                                Sharing a Resource
 60                            Being Contacted
 40                         Performing a Task
 20
                         Viewing a Resource
  0
September 29, 2010 / 14




      Identifying Knowledge Levels

                                                Beginner

                                                Advanced

100                                             Expert
80
60
                                 Expert
40                            Advanced
20
                           Beginner
 0
September 29, 2010 / 15




    Where APOSDLE Services come into play
Detecting the learning need of a worker




                      Finding a knowledgeable person who can help
September 29, 2010 / 17



Testing and evaluating the APOSDLE
User Model and Services

  Simulation Study
       Comparison of different algorithms for maintaining the user model
       Which algorithm can detect a user‘s knowledge level best?


  Workplace Evaluations
       Deployment of APOSDLE in 2 real work environments
       Comparison of knowledge level as diagnosed by APOSDLE with self
        -assessment
September 29, 2010 / 18




    Simulation Study (Example Design)

      Fixed Parameters
            Number of persons, number of user events, inference algorithm

      Variable Parameters
            User behavior (Beginner, Advanced, Expert)


Level         Advanced         Level         Beginner         Level            Expert
Behavior      60%              Behavior      60%              Behavior         60%
              norm.                          norm.                             norm.
Inference     Frequency        Inference     Frequency        Inference        Frequency
Simulation Result (Example)
                    6 Persons
                    1 Topic
                    50 events/Behavior type
                    Inference: Weighted
                    Frequencies
Simulation Result (Example)
                    6 Persons
                    1 Topic
                    50 events/Behavior type
                    Inference: Weighted
                    Frequencies with
                    windowing
Deploying APOSDLE in real
       workplaces
September 29, 2010 / 22




  Real-world evaluation in 2 Organisations
         How well does APOSDLE detect the workers‘
                               Work topics?
                             Knowledge levels?



Library of a Distance University        Innovation Management (ISN)


  10 Users, only 5 Users willing to      6 Users
    participate in the self
                                          Used APOSDLE for 3 Months
   -assessment
                                          Self-assessment and peer
  Used APOSDLE for 4,5 Months
                                           -assessment (using cards)
  Self-assessment (online
   questionnaire)
September 29, 2010 / 23




 Library of a Distance University

 How well does APOSDLE detect the workers‘ work topics?

                                          APOSDLE user model

                                     Work Topic    Non-Work Topic       Total


                    Work Topic          133              81              214
  self-assessment
                    Non-Work Topic       4               12               16

                    Total               137              93              230




In many cases, APOSDLE did not „know“ that topics were a user‘s work topics
September 29, 2010 / 24




  Library of a Distance University
   How well does APOSDLE detect the workers‘ knowledge
     levels?
                                                  APOSDLE user model

                                                                  No Work
                                 Expert   Advanced     Beginner               Total
                                                                  Topic

                      Expert       1         27           11           44      83

                      Advanced     3         39          20            31      93
            Self-     Beginner     2         24           6            6       38
         assessment
                      No Work
                                   0         4            0            12      16
                      Topic
                      Total        6         94          37            93      230


APOSDLE classified users mostly „advanced“ where they regarded themselves as
„beginners“ or „experts“
September 29, 2010 / 25




 Innovation Management

 How well does APOSDLE detect the workers‘ work topics?

                                               APOSDLE user model

                                        Work Topic (%) Non-Work Topic (%)        Total


                       Work Topic         356 (41.7)        334 (39.0)        690 (80.7)
     self-assessment
                       Non-Work Topic      51 (6.0)         114 (13.3)        165 (19.3)
                       Total              407 (47.7)        448 (52.3)        855 (100)




In many cases, APOSDLE did not „know“ that topics were a user‘s work topics
September 29, 2010 / 26




            Number of user interactions with APOSDLE



The more interaction with APOSDLE, the more correct
detections of work topics and non-work topics
September 29, 2010 / 27




 Innovation Management
 How well does APOSDLE detect the workers‘ knowledge
   levels?
                                                APOSDLE user model

                                                                No Work
                               Expert   Advanced     Beginner                Total
                                                                Topic

                    Expert      27        130          29            162      348

                    Advanced     11        73          19            82       185
          Self-     Beginner     7         49           11           90       157
       assessment
                    No Work
                                 5         36          10            114      165
                    Topic
                    Total       50        288          69            448      855



APOSDLE classified users mostly „advanced“ where they regarded
themselves as „beginners“ or „experts“.
September 29, 2010 / 28




Discussion of Outcomes

  In many cases, APOSDLE was not able to identify a
    user‘s work topics
       Users NEVER dealt with this topic within APOSDLE
       Evaluation period too short? Rather: not enough system
        usage during evaluation period



  In many cases, APOSDLE erroneously diagnosed
    „advanced“ level
       Improve algorithms
       Self-assessment may also be erroneous/biased Better „external measure“
         for workplace evaluations??
September 29, 2010 / 29




Outlook

  Improving algorithms for diagnosing user knowledge
       Cross-validation with existing data
       Further evaluations of the user model in other organisations
       Combination of different recommendation strategies


  Evaluating People Recommendations
       Evaluation Setup?
       Lab studies
       Field studies
ut
Find more abo
APOSDLE on         org
http://www.aposdle.

  Contact:
             ham
  Guenter Be             at
            kn ow-center.
  gbeham@

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Recommending knowledgeable people in a work integrated learning environment

  • 1. Recommending Knowledgeable People in a Work-Integrated Learning System (RecSysTEL Workshop at EC-TEL 2010) Günter Beham, Barbara Kump, Tobias Ley, Stefanie Lindstaedt
  • 2. Organisa(ons  try  to  transform  workplaces  into  more   effec(ve  learning  environments     October 20, 10 / 2 Executive Board Meeting, Graz [e.g., Billet, 2000]
  • 3. I am filling out this new Hmm, not really but maybe report form. Any idea what Paul could help here. He all these abbreviations filled a similar report last mean? week. Knowledge Workers seek for inter-personal help [Kooken et al., 2007]
  • 4. Challenge: Finding knowledgeable people for a topic within a company
  • 5. APOSDLE Vision Enable learning directly at the workplace Support people in sharing their knowledge Reuse available resources as learning materials
  • 6. The APOSDLE Approach: Connecting user activities with organisational models to recommend knowledgeable people
  • 7. September 29, 2010 / 9 The APOSDLE People Recommendation Workflow
  • 8. How APOSDLE looks like •  Screenshots  vom  APOSDLE  Prototypen:   Suggests  und  Coopera;on  Wizard   People   Company  Resources   October 20, 10 / 10
  • 9. September 29, 2010 / 11 3-Tier Architecture of APOSDLE Services
  • 10. September 29, 2010 / 12 Organisational Models
  • 11. September 29, 2010 / 13 Maintaining the APOSDLE User Model 100 ... 80 Sharing a Resource 60 Being Contacted 40 Performing a Task 20 Viewing a Resource 0
  • 12. September 29, 2010 / 14 Identifying Knowledge Levels Beginner Advanced 100 Expert 80 60 Expert 40 Advanced 20 Beginner 0
  • 13. September 29, 2010 / 15 Where APOSDLE Services come into play Detecting the learning need of a worker Finding a knowledgeable person who can help
  • 14. September 29, 2010 / 17 Testing and evaluating the APOSDLE User Model and Services   Simulation Study   Comparison of different algorithms for maintaining the user model   Which algorithm can detect a user‘s knowledge level best?   Workplace Evaluations   Deployment of APOSDLE in 2 real work environments   Comparison of knowledge level as diagnosed by APOSDLE with self -assessment
  • 15. September 29, 2010 / 18 Simulation Study (Example Design)   Fixed Parameters   Number of persons, number of user events, inference algorithm   Variable Parameters   User behavior (Beginner, Advanced, Expert) Level Advanced Level Beginner Level Expert Behavior 60% Behavior 60% Behavior 60% norm. norm. norm. Inference Frequency Inference Frequency Inference Frequency
  • 16. Simulation Result (Example) 6 Persons 1 Topic 50 events/Behavior type Inference: Weighted Frequencies
  • 17. Simulation Result (Example) 6 Persons 1 Topic 50 events/Behavior type Inference: Weighted Frequencies with windowing
  • 18. Deploying APOSDLE in real workplaces
  • 19. September 29, 2010 / 22 Real-world evaluation in 2 Organisations How well does APOSDLE detect the workers‘ Work topics? Knowledge levels? Library of a Distance University Innovation Management (ISN)   10 Users, only 5 Users willing to   6 Users participate in the self   Used APOSDLE for 3 Months -assessment   Self-assessment and peer   Used APOSDLE for 4,5 Months -assessment (using cards)   Self-assessment (online questionnaire)
  • 20. September 29, 2010 / 23 Library of a Distance University How well does APOSDLE detect the workers‘ work topics? APOSDLE user model Work Topic Non-Work Topic Total Work Topic 133 81 214 self-assessment Non-Work Topic 4 12 16 Total 137 93 230 In many cases, APOSDLE did not „know“ that topics were a user‘s work topics
  • 21. September 29, 2010 / 24 Library of a Distance University How well does APOSDLE detect the workers‘ knowledge levels? APOSDLE user model No Work Expert Advanced Beginner Total Topic Expert 1 27 11 44 83 Advanced 3 39 20 31 93 Self- Beginner 2 24 6 6 38 assessment No Work 0 4 0 12 16 Topic Total 6 94 37 93 230 APOSDLE classified users mostly „advanced“ where they regarded themselves as „beginners“ or „experts“
  • 22. September 29, 2010 / 25 Innovation Management How well does APOSDLE detect the workers‘ work topics? APOSDLE user model Work Topic (%) Non-Work Topic (%) Total Work Topic 356 (41.7) 334 (39.0) 690 (80.7) self-assessment Non-Work Topic 51 (6.0) 114 (13.3) 165 (19.3) Total 407 (47.7) 448 (52.3) 855 (100) In many cases, APOSDLE did not „know“ that topics were a user‘s work topics
  • 23. September 29, 2010 / 26 Number of user interactions with APOSDLE The more interaction with APOSDLE, the more correct detections of work topics and non-work topics
  • 24. September 29, 2010 / 27 Innovation Management How well does APOSDLE detect the workers‘ knowledge levels? APOSDLE user model No Work Expert Advanced Beginner Total Topic Expert 27 130 29 162 348 Advanced 11 73 19 82 185 Self- Beginner 7 49 11 90 157 assessment No Work 5 36 10 114 165 Topic Total 50 288 69 448 855 APOSDLE classified users mostly „advanced“ where they regarded themselves as „beginners“ or „experts“.
  • 25. September 29, 2010 / 28 Discussion of Outcomes   In many cases, APOSDLE was not able to identify a user‘s work topics   Users NEVER dealt with this topic within APOSDLE   Evaluation period too short? Rather: not enough system usage during evaluation period   In many cases, APOSDLE erroneously diagnosed „advanced“ level   Improve algorithms   Self-assessment may also be erroneous/biased Better „external measure“ for workplace evaluations??
  • 26. September 29, 2010 / 29 Outlook   Improving algorithms for diagnosing user knowledge   Cross-validation with existing data   Further evaluations of the user model in other organisations   Combination of different recommendation strategies   Evaluating People Recommendations   Evaluation Setup?   Lab studies   Field studies
  • 27. ut Find more abo APOSDLE on org http://www.aposdle. Contact: ham Guenter Be at kn ow-center. gbeham@