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Towards Value-Sensitive
Learning Analytics Design
Bodong Chen, Curriculum & Instruction
Haiyi Zhu, Computer Science & Engineering
LAK Conference | 2019-03-08
1 / 37
Ethical considerations
in learning analytics
(Slade & Prinsloo, 2013; Ferguson et al., 2016)
2 / 37
Ethical frameworks
Codes of ethical practice
Ethical consideration
checklists
Empirical work of
stakeholders
(Drachsler & Greller, 2016; Ifenthaler &
Tracey, 2016; Sclater, 2016; Willis, Slade, &
Prinsloo, 2016)
3 / 37
2017 - The ACM Statement on Algorithmic
Transparency and Accountability
2018– - The ACM FAT* Conference
2018 - #LAK18 & JLA Special Section on
Human-Centered Learning Analytics
2019 - #LAK19 FairLAK workshop;
papers on evaluating fairness
(Photo Credit)
Transparency, Accountability, Fairness
4 / 37
Learning Analytics System Integrity
(Buckingham Shum, 2017, Black box learning analytics? Beyond algorithmic transparency)
5 / 37
Ethical Design Critique (EDC)
(Buckingham Shum, 2018, Ethical Design Critique for Learning Analytics Dashboards)
6 / 37
Value-Sensitve Design
Another toolkit for a very hard problem
7 / 37
"Something important, worthwhile, or
useful;" "one's judgment of what is
important in life" (Oxford English
Dictionaries, 2018).
"What a person or group of people
consider important in life" (Borning &
Muller 2012).
"What is important to people in their lives,
with a focus on ethics and morality"
(Friedman, Hendry, & Borning, 2017)
(Source: "It's about power", ACM Communications)
Values (vs. Ethics)
8 / 37
Value Sensitive Design (VSD) is a
methodology and an established set of
methods for addressing values
a pioneering endeavor to proactively
consider human values throughout
the process of technology design
(Davis & Nathan. 2013)
offers a systemic approach with
speci c strategies and methods to
explicitly incorporate the
consideration of human values into
design (Friedman et al., 2017)
Value-Sensitve Design
9 / 37
Tripartite Methodology
(Boston, 2016; Friedman et al., 2017)
10 / 37
Direct and Indirect Stakeholder
Analysis
Value Source Analysis
Co-evolution of Technology and Social
Structure
Value Scenario
Value Sketch
Value-oriented Semi-structured
Interview
Value-oriented Coding Manual
Value-oriented Mock-up, Prototype or
Field Deployment
Value "Dams" and "Flows"
(Friedman et al., 2017, A Survey of Value
Sensitive Design Methods)
VSD Methods
11 / 37
Study 1: A conceptual
investigation
of a social learning analytics tool
Study 2: A holistic
application
to the design of a recommendation system
for WikiProjects
12 / 37
Social Media for Learning
(Greenhow & Lewin, 2016; Haythornthwaite, Priya, et al., 2018)
13 / 37
Yellowdig
(Photo Credit)
14 / 37
(Photo Credit)
Provide another way of engaging with
the class discussion,
Enhance student learning and social
interaction, and
Assist the instructor to grasp
discussion content in order to make
informed instructional decisions
Yellowdig Visualization Tool
15 / 37
Tool Features (demo)
Multi-mode, interactive
Temporal
Lexical (instrutor only)
16 / 37
Methods
1. Stakeholder analysis
2. Value analysis
17 / 37
Direct
Instructors
Students
Active
In-active
Indirect
Future cohorts of the class
Academic advisors
1. The Stakeholders
18 / 37
2. Values
DesignĀ Choices Instructors ActiveĀ Students InactiveĀ Students
WhatĀ toĀ show RicherĀ data
Utility:Ā navigating,Ā senseĀ­making
Utility:Ā assessing
FreedomĀ fromĀ bias
Autonomy
Privacy
Usability:Ā cognitiveĀ load
(Bereiter, 2014, Principled Practical Knowledge) 19 / 37
2. Values
DesignĀ Choices Instructors ActiveĀ Students InactiveĀ Students
HowĀ toĀ show
NodeĀ highlightingĀ 
(studentĀ orĀ post)
Utility:Ā navigating,Ā senseĀ­making
Utility:Ā intervening
SocialĀ interaction
SelfĀ­image SelfĀ­image
Privacy
ForceĀ­directedĀ layout Utility:Ā intervening
SenseĀ ofĀ community SelfĀ­image
FreedomĀ fromĀ bias
ContentĀ filterĀ 
(instructorĀ only)
Utility:Ā senseĀ­making
Utility:Ā senseĀ­making
FairĀ access
20 / 37
Design trade-offs
ValueĀ tensions Analysis Representation Action
utility <­­> autonomy;
privacy; self­image  
Ā 
activeĀ <Ā­Ā­>Ā inactive
students
makeĀ studentĀ nodesĀ not
highlightable
provideĀ theĀ optionĀ ofĀ not
revealingĀ one'sĀ name
freedomĀ fromĀ biasĀ Ā 
<Ā­Ā­>Ā selfĀ­image
considerĀ otherĀ graph
layoutĀ algorithms
studyĀ student
perceptionsĀ ofĀ layouts
fairĀ accessĀ Ā 
<Ā­Ā­>Ā utility:Ā senseĀ­
makingĀ Ā 
<Ā­Ā­>Ā privacy
giveĀ studentĀ accessĀ to
textĀ miningĀ features
reserveĀ theĀ student
filterĀ toĀ theĀ instructor
(Siemens, 2013) 21 / 37
Study 1: A conceptual
investigation
of a social learning analytics tool
Study 2: A holistic
application
to the design of a recommendation system
for WikiProjects
22 / 37
WikiProjects
Self-organized groups of contributors within the English Wikipedia community.
23 / 37
Problem and Goal
 WikiProjects have been declining
Only 12% projects have 10+ active members
 ToĀ buildĀ aĀ recommendationĀ system
to help WikiProjects identify and recruit suitable new members
24 / 37
A Five-Stage Approach
(Zhu et al., 2018, CSCW) 25 / 37
Stage 1. Understand Stakeholders
26 / 37
Stage 1. Understand Stakeholders
A literature review + A survey study --> Stakeholders' values
DesignĀ Choices
NewĀ project
comers
CurrentĀ project
members
Wikipedia
community
WhoĀ to
recruit
Experienced
editors
Collaboration Productivity
MemberĀ retention
BrandĀ­new
editors
Mentorship Productivity
NewĀ member
retention
HowĀ to
defineĀ fit
InterestĀ­based MutualĀ interest MutualĀ interest
RelationĀ­based
Personal
connection
Productivity
HowĀ to
decide
Automation Control
HumanĀ­inĀ­theĀ­
loop
Control
27 / 37
Stage 2. Prototyping - "Who to Recruit"
DesignĀ Choices
NewĀ project
comers
CurrentĀ project
members
Wikipedia
community
WhoĀ to
recruit
Experienced
editors
Collaboration Productivity
MemberĀ retention
BrandĀ­new
editors
Mentorship Productivity
NewĀ member
retention
Value Tension -> Design Choice
Evaluateing both brand-new and experienced editors
Ranking the two types of editors separately
28 / 37
Interest-based
Rule-based
Category-based
Relationship-based
Bond-based
Co-edit-based
Stage 2. Prototyping - "How to de ne t"
DesignĀ Choices
NewĀ project
comers
CurrentĀ project
members
Wikipedia
community
HowĀ toĀ define
fit
InterestĀ­
based
MutualĀ interest MutualĀ interest
RelationĀ­
based
PersonalĀ connection Productivity
Four algorithms
(see Zhu et al., 2018, CSCW) 29 / 37
Stage 2. Prototyping - "How to decide"
DesignĀ Choices
NewĀ project
comers
CurrentĀ project
members
Wikipedia
community
HowĀ to
decide
Automation Control
HumanĀ­inĀ­theĀ­
loop
Control
Pitfall -> Design choice
Design a dashboard to communicate recommendations to project members
30 / 37
Stage 2. Prototyping - "How to decide"
Analytic results communicated to current WikiProjects members:
31 / 37
Stage 3-4. Deploy, Iterate and Re ne
Over a six-month period:
The analytic system
analyzed information from 16,000 editors
delivered 4 distinct batches of 385 recommendations to 18 Wikiprojects
Re ned the system prototype based on stakeholder feedback
32 / 37
Stage 5: Evaluate
Messages from current WikiProjects members
"This puts some science behind recommendations, and will be a great
supplement to the current processes. "
Messages from invited new members
"Thank you for reaching out to me and thank you for informing me about the
WikiProject Africa talk page... I appreciate it. "
(see Zhu et al., 2018, CSCW) 33 / 37
Stage 5: Evaluate
Response from the Wikipedia community: a Signpost (news story) about the design
34 / 37
Summary
Study 1: A conceptual investigation of a social
learning analytics tool
Identi ed stakeholders and their values
Elicited value tensions
Suggested design tradeoffs to address value tensions
Study 2: A holistic application to the design of a
recomendation system
Developed a ve-stage approach that integrate multiple methods
Designed with end-users
Involved the user community in the design process
Iterated over an extended period of time
35 / 37
Implications and Future Directions
Value Sensitive Design provides a toolkit to:
1. guide the evaluation and re nement of existing learning analytics applications
2. help holistically addressing values in the design of new learning analytics
Currently applying VSD to the design of the Personal Learning Compass tool ...
36 / 37
Thank You!
Full Paper: https://doi.org/10.1145/3303772.3303798
Preprint: https://arxiv.org/abs/1812.08335
 chenbd@umn.edu
ļ‚™ @bod0ng
 Personal website: http://meefen.github.io/
 Research group: https://colig.github.io/
37 / 37

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LAK19 - Towards Value-Sensitive Learning Analytics Design

  • 1. Towards Value-Sensitive Learning Analytics Design Bodong Chen, Curriculum & Instruction Haiyi Zhu, Computer Science & Engineering LAK Conference | 2019-03-08 1 / 37
  • 2. Ethical considerations in learning analytics (Slade & Prinsloo, 2013; Ferguson et al., 2016) 2 / 37
  • 3. Ethical frameworks Codes of ethical practice Ethical consideration checklists Empirical work of stakeholders (Drachsler & Greller, 2016; Ifenthaler & Tracey, 2016; Sclater, 2016; Willis, Slade, & Prinsloo, 2016) 3 / 37
  • 4. 2017 - The ACM Statement on Algorithmic Transparency and Accountability 2018– - The ACM FAT* Conference 2018 - #LAK18 & JLA Special Section on Human-Centered Learning Analytics 2019 - #LAK19 FairLAK workshop; papers on evaluating fairness (Photo Credit) Transparency, Accountability, Fairness 4 / 37
  • 5. Learning Analytics System Integrity (Buckingham Shum, 2017, Black box learning analytics? Beyond algorithmic transparency) 5 / 37
  • 6. Ethical Design Critique (EDC) (Buckingham Shum, 2018, Ethical Design Critique for Learning Analytics Dashboards) 6 / 37
  • 7. Value-Sensitve Design Another toolkit for a very hard problem 7 / 37
  • 8. "Something important, worthwhile, or useful;" "one's judgment of what is important in life" (Oxford English Dictionaries, 2018). "What a person or group of people consider important in life" (Borning & Muller 2012). "What is important to people in their lives, with a focus on ethics and morality" (Friedman, Hendry, & Borning, 2017) (Source: "It's about power", ACM Communications) Values (vs. Ethics) 8 / 37
  • 9. Value Sensitive Design (VSD) is a methodology and an established set of methods for addressing values a pioneering endeavor to proactively consider human values throughout the process of technology design (Davis & Nathan. 2013) offers a systemic approach with speci c strategies and methods to explicitly incorporate the consideration of human values into design (Friedman et al., 2017) Value-Sensitve Design 9 / 37
  • 10. Tripartite Methodology (Boston, 2016; Friedman et al., 2017) 10 / 37
  • 11. Direct and Indirect Stakeholder Analysis Value Source Analysis Co-evolution of Technology and Social Structure Value Scenario Value Sketch Value-oriented Semi-structured Interview Value-oriented Coding Manual Value-oriented Mock-up, Prototype or Field Deployment Value "Dams" and "Flows" (Friedman et al., 2017, A Survey of Value Sensitive Design Methods) VSD Methods 11 / 37
  • 12. Study 1: A conceptual investigation of a social learning analytics tool Study 2: A holistic application to the design of a recommendation system for WikiProjects 12 / 37
  • 13. Social Media for Learning (Greenhow & Lewin, 2016; Haythornthwaite, Priya, et al., 2018) 13 / 37
  • 15. (Photo Credit) Provide another way of engaging with the class discussion, Enhance student learning and social interaction, and Assist the instructor to grasp discussion content in order to make informed instructional decisions Yellowdig Visualization Tool 15 / 37
  • 16. Tool Features (demo) Multi-mode, interactive Temporal Lexical (instrutor only) 16 / 37
  • 17. Methods 1. Stakeholder analysis 2. Value analysis 17 / 37
  • 18. Direct Instructors Students Active In-active Indirect Future cohorts of the class Academic advisors 1. The Stakeholders 18 / 37
  • 19. 2. Values DesignĀ Choices Instructors ActiveĀ Students InactiveĀ Students WhatĀ toĀ show RicherĀ data Utility:Ā navigating,Ā senseĀ­making Utility:Ā assessing FreedomĀ fromĀ bias Autonomy Privacy Usability:Ā cognitiveĀ load (Bereiter, 2014, Principled Practical Knowledge) 19 / 37
  • 20. 2. Values DesignĀ Choices Instructors ActiveĀ Students InactiveĀ Students HowĀ toĀ show NodeĀ highlightingĀ  (studentĀ orĀ post) Utility:Ā navigating,Ā senseĀ­making Utility:Ā intervening SocialĀ interaction SelfĀ­image SelfĀ­image Privacy ForceĀ­directedĀ layout Utility:Ā intervening SenseĀ ofĀ community SelfĀ­image FreedomĀ fromĀ bias ContentĀ filterĀ  (instructorĀ only) Utility:Ā senseĀ­making Utility:Ā senseĀ­making FairĀ access 20 / 37
  • 21. Design trade-offs ValueĀ tensions Analysis Representation Action utilityĀ <Ā­Ā­>Ā autonomy; privacy; selfĀ­imageĀ Ā  Ā  activeĀ <Ā­Ā­>Ā inactive students makeĀ studentĀ nodesĀ not highlightable provideĀ theĀ optionĀ ofĀ not revealingĀ one'sĀ name freedomĀ fromĀ biasĀ Ā  <Ā­Ā­>Ā selfĀ­image considerĀ otherĀ graph layoutĀ algorithms studyĀ student perceptionsĀ ofĀ layouts fairĀ accessĀ Ā  <Ā­Ā­>Ā utility:Ā senseĀ­ makingĀ Ā  <Ā­Ā­>Ā privacy giveĀ studentĀ accessĀ to textĀ miningĀ features reserveĀ theĀ student filterĀ toĀ theĀ instructor (Siemens, 2013) 21 / 37
  • 22. Study 1: A conceptual investigation of a social learning analytics tool Study 2: A holistic application to the design of a recommendation system for WikiProjects 22 / 37
  • 23. WikiProjects Self-organized groups of contributors within the English Wikipedia community. 23 / 37
  • 24. Problem and Goal  WikiProjectsĀ haveĀ beenĀ declining Only 12% projects have 10+ active members  ToĀ buildĀ aĀ recommendationĀ system to help WikiProjects identify and recruit suitable new members 24 / 37
  • 25. A Five-Stage Approach (Zhu et al., 2018, CSCW) 25 / 37
  • 26. Stage 1. Understand Stakeholders 26 / 37
  • 27. Stage 1. Understand Stakeholders A literature review + A survey study --> Stakeholders' values DesignĀ Choices NewĀ project comers CurrentĀ project members Wikipedia community WhoĀ to recruit Experienced editors Collaboration Productivity MemberĀ retention BrandĀ­new editors Mentorship Productivity NewĀ member retention HowĀ to defineĀ fit InterestĀ­based MutualĀ interest MutualĀ interest RelationĀ­based Personal connection Productivity HowĀ to decide Automation Control HumanĀ­inĀ­theĀ­ loop Control 27 / 37
  • 28. Stage 2. Prototyping - "Who to Recruit" DesignĀ Choices NewĀ project comers CurrentĀ project members Wikipedia community WhoĀ to recruit Experienced editors Collaboration Productivity MemberĀ retention BrandĀ­new editors Mentorship Productivity NewĀ member retention Value Tension -> Design Choice Evaluateing both brand-new and experienced editors Ranking the two types of editors separately 28 / 37
  • 29. Interest-based Rule-based Category-based Relationship-based Bond-based Co-edit-based Stage 2. Prototyping - "How to de ne t" DesignĀ Choices NewĀ project comers CurrentĀ project members Wikipedia community HowĀ toĀ define fit InterestĀ­ based MutualĀ interest MutualĀ interest RelationĀ­ based PersonalĀ connection Productivity Four algorithms (see Zhu et al., 2018, CSCW) 29 / 37
  • 30. Stage 2. Prototyping - "How to decide" DesignĀ Choices NewĀ project comers CurrentĀ project members Wikipedia community HowĀ to decide Automation Control HumanĀ­inĀ­theĀ­ loop Control Pitfall -> Design choice Design a dashboard to communicate recommendations to project members 30 / 37
  • 31. Stage 2. Prototyping - "How to decide" Analytic results communicated to current WikiProjects members: 31 / 37
  • 32. Stage 3-4. Deploy, Iterate and Re ne Over a six-month period: The analytic system analyzed information from 16,000 editors delivered 4 distinct batches of 385 recommendations to 18 Wikiprojects Re ned the system prototype based on stakeholder feedback 32 / 37
  • 33. Stage 5: Evaluate Messages from current WikiProjects members "This puts some science behind recommendations, and will be a great supplement to the current processes. " Messages from invited new members "Thank you for reaching out to me and thank you for informing me about the WikiProject Africa talk page... I appreciate it. " (see Zhu et al., 2018, CSCW) 33 / 37
  • 34. Stage 5: Evaluate Response from the Wikipedia community: a Signpost (news story) about the design 34 / 37
  • 35. Summary Study 1: A conceptual investigation of a social learning analytics tool Identi ed stakeholders and their values Elicited value tensions Suggested design tradeoffs to address value tensions Study 2: A holistic application to the design of a recomendation system Developed a ve-stage approach that integrate multiple methods Designed with end-users Involved the user community in the design process Iterated over an extended period of time 35 / 37
  • 36. Implications and Future Directions Value Sensitive Design provides a toolkit to: 1. guide the evaluation and re nement of existing learning analytics applications 2. help holistically addressing values in the design of new learning analytics Currently applying VSD to the design of the Personal Learning Compass tool ... 36 / 37
  • 37. Thank You! Full Paper: https://doi.org/10.1145/3303772.3303798 Preprint: https://arxiv.org/abs/1812.08335  chenbd@umn.edu ļ‚™ @bod0ng  Personal website: http://meefen.github.io/  Research group: https://colig.github.io/ 37 / 37