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Subject Matter Expert - User Experience Review


       AuraWiki
           Jesse Wang, Wil Smith
                  Oct 2012
Project Goals
“Crowd Source UT Authoring”
  Can Subject Matter Experts Author Useful
  Universal Truths?
  Can We Speed Up Encoding a Textbook with Input
  from Subject Matter Experts?
  Can We Create a UT Authoring Portal for Multiple
  Textbooks?
  Can Existing Social Networks Provide Subject
  Matter Experts Capable of UT Authoring?
  Could Gamification be Applied to An Existing
  Portal to Add Non-Domain Experts?
Meeting Goals
This is an end user meeting and we are doing it to hear
your comments on the current system.

The team wants to explain the authoring process, and
demonstrate the current application state.

Before we continue development on the project we need
to review how the application, in the unfinished state,
performs with our targeted user base.

MID PROJECT FEEDBACK. We do these meetings when
releasing production products to ensure the final
application complies with customer needs and is not “the
engineering best way”.
Review Schedule
Phase                      Method                             Time required

Introduction & Training    • Goals of Project Halo and Aura   0:45
                             Wiki
                           • Training for UT Authoring
                               • What is a UT?
                               • What is a concept / context?
                               • How do I formulate UTs
                           • System demonstration & hands-on
Assignment: UT Authoring   • You work by yourself using our   1:30
                             system
                           • Support is provided by us


Questionnaire & Discussion • Online questionnaire             0:45
                           • Group discussion
Subject Matter Expert - User Experience Review

  How do we author a
    universal truth?
From Sentence to
   Universal Truths
What is a UT?
How to write UTs for a sentence
What it a concept?
How to choose concepts for a UT
What is a UT?
There is no exact definition of “Universal Truth”, but a good UT…



    expresses a single fact (which can be compound, but must be indivisible).

    is as simple as possible, but not simpler (to quote Einstein).

    is context-independent, i.e. meaningful on its own, without surrounding
    sentences or other context.

    is universally true. For example, a UT could start with "All Plants..." but not
    with "Some plants...".

    is unambiguous.

    is precise.
How to Write UTs for a
       Sentence
For each relevant sentence, write one or more UTs

There is no one correct set of UTs for a given sentence.
The source sentences are open to interpretation, and it is
up to you to determine what the most appropriate UTs are

The interpretation of the source sentences, and the
paraphrasing into UTs, should be guided by your
knowledge of the subject matter (and by common sense)

The following methods are not exhaustive. When in
doubt, refer back to the definition of a “good UT”.
How to Write UTs for a
          Sentence
In the simplest case, the sentence has only one UT, and it
is exactly the same as the UT.


Sentence: Matter is made up of elements.


UT: Matter is made up of elements.
How to Write UTs for a
          Sentence
Sometimes part of a sentence is irrelevant, even though
the sentence as a whole has been deemed relevant. In
such cases the irrelevant part is simply dropped.


Sentence: Some symbols are derived from Latin or
German; for instance, the symbol for sodium is Na.


UT: Sodium has the symbol Na.
How to Write UTs for a
          Sentence
Often, a sentence contains several facts. In this case, the
sentence needs to be split into several UTs.

Sentence: Pure sodium is a metal, and pure chlorine is a
poisonous gas.


UT: Pure sodium is a metal.
UT: Pure chlorine is a poisonous gas.
How to Write UTs for a
           Sentence
When a reference like "this", "that", "these", "those", "which", etc
occurs in a source sentence, they should be replaced with the
referent (the word that "this","that", etc refers to).

Sentence: Organisms are composed of matter, which is defined as
anything that takes up space and has mass

UT: Organisms are composed of matter
UT: Matter has mass and volume

Here, "which" clearly refers to "Organisms", and "is defined as" is
unnecessarily verbose, and thus simplified.
How to Write UTs for a
          Sentence
Sometimes the referent is in a previous sentence in the
same paragraph.

Sentence: These selective channels affect the rate at
which water moves osmotically across the membrane


UT: Aquaporins are selective channels
UT: Aquaporins affect the rate at which water moves
osmotically across the membrane
How to Write UTs for a
             Sentence
There are many other words that are used as linguistic flourishes or to bind sentences in a
paragraph together and give the text some "flow". Such words ("another" in the example
below) should be eliminated, but can sometimes be used to extract or infer "incidental"
information from a sentence.


Sentence: Water (H20), another compound, consists of the elements hydrogen (H) and
oxygen (O) in a 2:1 ratio


UT: Water consists of hydrogen and oxygen in a 2:1 ratio
UT: Water is a compound
UT: Hydrogen has symbol H
UT: Oxygen has symbol O


Here, the first UT contains the "main" information of the sentence, and the last three are
"incidental".
How to Write UTs for a
       Sentence
Ideally, a UT should not contain words like "sometimes",
"usually", "most", "some", "generally", etc. There are a
couple of ways to handle them. One way is to generalize the
weaker statement into a universal statement, usually just by
dropping the word in question.

Sentence: Branching generally enables plants to harvest
sunlight for photosynthesis more effectively.


UT: Branching enables plants to harvest sunlight for
photosynthesis more effectively.
How to Write UTs for a
        Sentence
Another method of eliminating "some" etc is to instantiate the
sentence by providing a name for the case where the sentence is
true.
Sentence: Some prokaryotes even contain a row of tiny magnetic
particles that allow the cells to orient in Earth's magnetic field

UT: Magnetotactic bacteria contain a row of tiny magnetic particles
that allow the cells to orient in Earth's magnetic field

Here we replaced "some prokaryotes" with "magnetotactic
bacteria". We only do this when the new name occurs somewhere in
the textbook.
How to Write UTs for a
        Sentence
"some", etc are allowed when they do not refer to the main concept of
the sentence (see "Choosing Concepts for a UT", below). For example,
this is a good UT:

UT: In vascular plants, some substances may use more than one route

The UT as a whole states a fact about all vascular plants (the main
concept), and "some" refers to substances within all vascular plants.
One way to remember this distinction is to keep in mind that Universal
Truths are just that -- universally true statements, i.e. statements that
are always true of some type of entity, event, etc. If it is possible, we
can also use Instantiation (see previous slide) in this type of case.
How to Write UTs for a
       Sentence
When "for example", "such as", etc occurs in a sentence,
encode the specific information in the example.

Sentence: Some plants have horizontally oriented leaves;
others, such as grasses, have leaves that are vertically
oriented.

UT: Grass has vertically oriented leaves

As discussed above, the "some" part of the sentence is
problematic.
How to Write UTs for a
       Sentence
In other cases, the "for example" does not add any new
information.

Paragraph: We symbolize atoms with the same abbreviation
used for the element that is made up of those atoms. For
example, the symbol C stands for both the element carbon
and a single carbon atom.

Here, the second sentence does not add any information,
since its informational content is subsumed by the general
"rule" of the first sentence (assuming we have already
encoded that carbon has the symbol C).
How to Write UTs for a
        Sentence
Conditional statements should usually be rephrased to a non-
conditional form.

Sentence: If we place a cell in a solution that is hypotonic to the cell,
water will enter the cell faster than it leaves

UT: A cell in a hypotonic solution will gain water faster than it loses
it

Here, the condition has been changed into a context, "in a
hypotonic solution". See also the section on "Contextual
Universals" below.
Review: What is a UT?
Or rather a good UT…



   expresses a single fact (which can be compound, but must be indivisible).

   is as simple as possible

   is context-independent, i.e. meaningful on its own, without surrounding
   sentences or other context.

   is universally true. For example, a UT could start with "All Plants..." but not
   with "Some plants...".

   is unambiguous.

   is precise.
Summary: Methods of
   UT Authoring
Copy, remove (partial, irrelevant info), splitting

Reference resolution (from context)

Incidental extraction
    e.g. “Water, another compound, …”

Specialization, generalization

Instantiation
    E.g. “some prokaryotes”  “magnetotactic bacteria”

Example-encoding
    E.g. “some plants…”  “grass”

Condition to context
What is a Concept?
A concept is a noun or a noun phrase that describes a
type of entity or event, in singular form

You may need to create a new concept for a UT if an
appropriate one does not already exist.

Good concept names: Cell, Eukaryotic Cell, Cellular
Respiration

Bad concept names: Cells, The eukaryotic cell, A plant
Choosing Concepts for a
          UT
    The main concept of a UT is the entity or event that the UT is about.

    It is usually the grammatical subject of the UT



UT: All plant cells have a nucleus
Main concept: Plant Cell


Note that "All plant cells" is not a good concept, because it is not in singular
form.



UT: Photosynthesis produces oxygen
Main concept: Photosynthesis
Choosing Concepts for a
          UT
       Some UTs are true in a specific context. In such cases, also choose a contextual concept –contextual concept is OPTIONAL

       The contextual concept usually follows a word such as "in", "during", "while", etc.




UT: The phospholipids in a membrane move laterally
Main concept: Phospholipid
Contextual concept: Membrane
Note that "the" or "a" is never part of the concept.




UT: The oxygen produced during photosynthesis is used during cellular respiration
Main concept: oxygen
Contextual concept: Photosynthesis




UT: Cellular respiration in eukaryotes happens in the mitochondria
Main Concept: Cellular Respiration
Contextual Concept: Eukaryote
Bring your Best, then
      Move On
We hope you got good understanding of what you’re
supposed to do
Give it your best shot, it does NOT need to be perfect
Do not spend too much time on one sentence/UT,
move on if it’s too hard
Feel free to work on sentences or UT others started
Feel free to ask us if you’re really confused or not
sure
Subject Matter Expert - User Experience Review


   Aura wiki tutorial
Our Solution: Aura Wiki
Contents:
  A few chapters of Campbell Biology
  Without figures and using a simplified layout

Purpose
  Use the power of crowdsourcing and online
  collaboration
  Let users „translate“ sentences from the textbook into
  UTs.
Sample wiki page for the
       textbook
Sample wiki page for a whole
          section
Sample wiki page for a
      sentence
Creating UTs
The translation of sentences to UTs is done on the
sentence page.

The sentence page can display the paragraph
surrounding the sentence (or even more context) if
needed for understanding and formulating the UT.

Under the heading Universal Truths you can see all
UTs that exist for this sentence and you can add yor
own.
Sample UTs presented in the sentence page
Creating UTs – Add new
          UT
Creating UTs – Input
       Form




                Input form for new UT.
                  First two inputs are
                        required.
Creating UTs -
Autocompletion



              Autocompletion is
            automatically triggered
             and suggests existing
                   concepts
Subject Matter Expert - User Experience Review

Subject Matter Expert
     Assignment
The Assignment
Now it is your turn

Go to your User page

There is a list of sentences assigned to you

Once you have added UTs they will be displayed there
together with the sentences (after refreshing the page)

At the top of your user page, you will find links to help-
texts, some sample UTs and the questionnaire for after
the session.
The Assignment
                       This link always
                      brings you back to
                        your user page

    Help documents
      and a list of
     example UTs




                       Sentences
                       (and UTs)
The Assignment
IMPORTANT

  This evaluation is conducted in order to assess the system, not to
  assess your work as a SME. You are supporting the evaluation, but
  you are not a test subject!

  Please work with the system at your own convenience. You do not
  need to achieve any quantitative or qualitative goal. (This is of
  course no excuse for being lazy )

  You have pencils and paper available – if you encounter any
  problems or have ideas you think are worth mentioning, feel free
  to take a short note so you can bring it up during the discussion
  later

  If there are questions please ask them anytime
Subject Matter Expert
Subject Matter Expert - User Experience Review


       Review
Questionnaire
Go to your user page

There is a link to the online questionnaire at the top

In the first question, select the username you were
assigned today

Fill out the entire questionnaire. Don’t forget to
submit at the end
Discussion – System
     Functionality
Did you have trouble following the UT authoring
workflow? If so, where and why?


What changes would you apply to the existing
functionality and/or workflows to increase productivity
and ease of use?


What new functionality could you think of that might have
a positive influence on your work?
Discussion – UT
          Authoring
Did you understand the notion of UT and concept?


Did the training sufficiently explain the meaning of UT and
concept?


Do you feel the training you received in the beginning and
the help materials on the site were sufficient for
executing your task? If not, what would you improve?
Which areas need better coverage?
Subject Matter Expert - User Experience Review


          Conclusion
Thank you.
Contact: Jesse Wang (jessew@vulcan.com)

William Smith (wills@vulcan.com )

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Experiment on Knowledge Acquisition

  • 1. Subject Matter Expert - User Experience Review AuraWiki Jesse Wang, Wil Smith Oct 2012
  • 2. Project Goals “Crowd Source UT Authoring” Can Subject Matter Experts Author Useful Universal Truths? Can We Speed Up Encoding a Textbook with Input from Subject Matter Experts? Can We Create a UT Authoring Portal for Multiple Textbooks? Can Existing Social Networks Provide Subject Matter Experts Capable of UT Authoring? Could Gamification be Applied to An Existing Portal to Add Non-Domain Experts?
  • 3. Meeting Goals This is an end user meeting and we are doing it to hear your comments on the current system. The team wants to explain the authoring process, and demonstrate the current application state. Before we continue development on the project we need to review how the application, in the unfinished state, performs with our targeted user base. MID PROJECT FEEDBACK. We do these meetings when releasing production products to ensure the final application complies with customer needs and is not “the engineering best way”.
  • 4. Review Schedule Phase Method Time required Introduction & Training • Goals of Project Halo and Aura 0:45 Wiki • Training for UT Authoring • What is a UT? • What is a concept / context? • How do I formulate UTs • System demonstration & hands-on Assignment: UT Authoring • You work by yourself using our 1:30 system • Support is provided by us Questionnaire & Discussion • Online questionnaire 0:45 • Group discussion
  • 5. Subject Matter Expert - User Experience Review How do we author a universal truth?
  • 6. From Sentence to Universal Truths What is a UT? How to write UTs for a sentence What it a concept? How to choose concepts for a UT
  • 7. What is a UT? There is no exact definition of “Universal Truth”, but a good UT… expresses a single fact (which can be compound, but must be indivisible). is as simple as possible, but not simpler (to quote Einstein). is context-independent, i.e. meaningful on its own, without surrounding sentences or other context. is universally true. For example, a UT could start with "All Plants..." but not with "Some plants...". is unambiguous. is precise.
  • 8. How to Write UTs for a Sentence For each relevant sentence, write one or more UTs There is no one correct set of UTs for a given sentence. The source sentences are open to interpretation, and it is up to you to determine what the most appropriate UTs are The interpretation of the source sentences, and the paraphrasing into UTs, should be guided by your knowledge of the subject matter (and by common sense) The following methods are not exhaustive. When in doubt, refer back to the definition of a “good UT”.
  • 9. How to Write UTs for a Sentence In the simplest case, the sentence has only one UT, and it is exactly the same as the UT. Sentence: Matter is made up of elements. UT: Matter is made up of elements.
  • 10. How to Write UTs for a Sentence Sometimes part of a sentence is irrelevant, even though the sentence as a whole has been deemed relevant. In such cases the irrelevant part is simply dropped. Sentence: Some symbols are derived from Latin or German; for instance, the symbol for sodium is Na. UT: Sodium has the symbol Na.
  • 11. How to Write UTs for a Sentence Often, a sentence contains several facts. In this case, the sentence needs to be split into several UTs. Sentence: Pure sodium is a metal, and pure chlorine is a poisonous gas. UT: Pure sodium is a metal. UT: Pure chlorine is a poisonous gas.
  • 12. How to Write UTs for a Sentence When a reference like "this", "that", "these", "those", "which", etc occurs in a source sentence, they should be replaced with the referent (the word that "this","that", etc refers to). Sentence: Organisms are composed of matter, which is defined as anything that takes up space and has mass UT: Organisms are composed of matter UT: Matter has mass and volume Here, "which" clearly refers to "Organisms", and "is defined as" is unnecessarily verbose, and thus simplified.
  • 13. How to Write UTs for a Sentence Sometimes the referent is in a previous sentence in the same paragraph. Sentence: These selective channels affect the rate at which water moves osmotically across the membrane UT: Aquaporins are selective channels UT: Aquaporins affect the rate at which water moves osmotically across the membrane
  • 14. How to Write UTs for a Sentence There are many other words that are used as linguistic flourishes or to bind sentences in a paragraph together and give the text some "flow". Such words ("another" in the example below) should be eliminated, but can sometimes be used to extract or infer "incidental" information from a sentence. Sentence: Water (H20), another compound, consists of the elements hydrogen (H) and oxygen (O) in a 2:1 ratio UT: Water consists of hydrogen and oxygen in a 2:1 ratio UT: Water is a compound UT: Hydrogen has symbol H UT: Oxygen has symbol O Here, the first UT contains the "main" information of the sentence, and the last three are "incidental".
  • 15. How to Write UTs for a Sentence Ideally, a UT should not contain words like "sometimes", "usually", "most", "some", "generally", etc. There are a couple of ways to handle them. One way is to generalize the weaker statement into a universal statement, usually just by dropping the word in question. Sentence: Branching generally enables plants to harvest sunlight for photosynthesis more effectively. UT: Branching enables plants to harvest sunlight for photosynthesis more effectively.
  • 16. How to Write UTs for a Sentence Another method of eliminating "some" etc is to instantiate the sentence by providing a name for the case where the sentence is true. Sentence: Some prokaryotes even contain a row of tiny magnetic particles that allow the cells to orient in Earth's magnetic field UT: Magnetotactic bacteria contain a row of tiny magnetic particles that allow the cells to orient in Earth's magnetic field Here we replaced "some prokaryotes" with "magnetotactic bacteria". We only do this when the new name occurs somewhere in the textbook.
  • 17. How to Write UTs for a Sentence "some", etc are allowed when they do not refer to the main concept of the sentence (see "Choosing Concepts for a UT", below). For example, this is a good UT: UT: In vascular plants, some substances may use more than one route The UT as a whole states a fact about all vascular plants (the main concept), and "some" refers to substances within all vascular plants. One way to remember this distinction is to keep in mind that Universal Truths are just that -- universally true statements, i.e. statements that are always true of some type of entity, event, etc. If it is possible, we can also use Instantiation (see previous slide) in this type of case.
  • 18. How to Write UTs for a Sentence When "for example", "such as", etc occurs in a sentence, encode the specific information in the example. Sentence: Some plants have horizontally oriented leaves; others, such as grasses, have leaves that are vertically oriented. UT: Grass has vertically oriented leaves As discussed above, the "some" part of the sentence is problematic.
  • 19. How to Write UTs for a Sentence In other cases, the "for example" does not add any new information. Paragraph: We symbolize atoms with the same abbreviation used for the element that is made up of those atoms. For example, the symbol C stands for both the element carbon and a single carbon atom. Here, the second sentence does not add any information, since its informational content is subsumed by the general "rule" of the first sentence (assuming we have already encoded that carbon has the symbol C).
  • 20. How to Write UTs for a Sentence Conditional statements should usually be rephrased to a non- conditional form. Sentence: If we place a cell in a solution that is hypotonic to the cell, water will enter the cell faster than it leaves UT: A cell in a hypotonic solution will gain water faster than it loses it Here, the condition has been changed into a context, "in a hypotonic solution". See also the section on "Contextual Universals" below.
  • 21. Review: What is a UT? Or rather a good UT… expresses a single fact (which can be compound, but must be indivisible). is as simple as possible is context-independent, i.e. meaningful on its own, without surrounding sentences or other context. is universally true. For example, a UT could start with "All Plants..." but not with "Some plants...". is unambiguous. is precise.
  • 22. Summary: Methods of UT Authoring Copy, remove (partial, irrelevant info), splitting Reference resolution (from context) Incidental extraction e.g. “Water, another compound, …” Specialization, generalization Instantiation E.g. “some prokaryotes”  “magnetotactic bacteria” Example-encoding E.g. “some plants…”  “grass” Condition to context
  • 23. What is a Concept? A concept is a noun or a noun phrase that describes a type of entity or event, in singular form You may need to create a new concept for a UT if an appropriate one does not already exist. Good concept names: Cell, Eukaryotic Cell, Cellular Respiration Bad concept names: Cells, The eukaryotic cell, A plant
  • 24. Choosing Concepts for a UT The main concept of a UT is the entity or event that the UT is about. It is usually the grammatical subject of the UT UT: All plant cells have a nucleus Main concept: Plant Cell Note that "All plant cells" is not a good concept, because it is not in singular form. UT: Photosynthesis produces oxygen Main concept: Photosynthesis
  • 25. Choosing Concepts for a UT Some UTs are true in a specific context. In such cases, also choose a contextual concept –contextual concept is OPTIONAL The contextual concept usually follows a word such as "in", "during", "while", etc. UT: The phospholipids in a membrane move laterally Main concept: Phospholipid Contextual concept: Membrane Note that "the" or "a" is never part of the concept. UT: The oxygen produced during photosynthesis is used during cellular respiration Main concept: oxygen Contextual concept: Photosynthesis UT: Cellular respiration in eukaryotes happens in the mitochondria Main Concept: Cellular Respiration Contextual Concept: Eukaryote
  • 26. Bring your Best, then Move On We hope you got good understanding of what you’re supposed to do Give it your best shot, it does NOT need to be perfect Do not spend too much time on one sentence/UT, move on if it’s too hard Feel free to work on sentences or UT others started Feel free to ask us if you’re really confused or not sure
  • 27. Subject Matter Expert - User Experience Review Aura wiki tutorial
  • 28. Our Solution: Aura Wiki Contents: A few chapters of Campbell Biology Without figures and using a simplified layout Purpose Use the power of crowdsourcing and online collaboration Let users „translate“ sentences from the textbook into UTs.
  • 29. Sample wiki page for the textbook
  • 30. Sample wiki page for a whole section
  • 31. Sample wiki page for a sentence
  • 32. Creating UTs The translation of sentences to UTs is done on the sentence page. The sentence page can display the paragraph surrounding the sentence (or even more context) if needed for understanding and formulating the UT. Under the heading Universal Truths you can see all UTs that exist for this sentence and you can add yor own.
  • 33. Sample UTs presented in the sentence page
  • 34. Creating UTs – Add new UT
  • 35. Creating UTs – Input Form Input form for new UT. First two inputs are required.
  • 36. Creating UTs - Autocompletion Autocompletion is automatically triggered and suggests existing concepts
  • 37. Subject Matter Expert - User Experience Review Subject Matter Expert Assignment
  • 38. The Assignment Now it is your turn Go to your User page There is a list of sentences assigned to you Once you have added UTs they will be displayed there together with the sentences (after refreshing the page) At the top of your user page, you will find links to help- texts, some sample UTs and the questionnaire for after the session.
  • 39. The Assignment This link always brings you back to your user page Help documents and a list of example UTs Sentences (and UTs)
  • 40. The Assignment IMPORTANT This evaluation is conducted in order to assess the system, not to assess your work as a SME. You are supporting the evaluation, but you are not a test subject! Please work with the system at your own convenience. You do not need to achieve any quantitative or qualitative goal. (This is of course no excuse for being lazy ) You have pencils and paper available – if you encounter any problems or have ideas you think are worth mentioning, feel free to take a short note so you can bring it up during the discussion later If there are questions please ask them anytime
  • 41. Subject Matter Expert Subject Matter Expert - User Experience Review Review
  • 42. Questionnaire Go to your user page There is a link to the online questionnaire at the top In the first question, select the username you were assigned today Fill out the entire questionnaire. Don’t forget to submit at the end
  • 43. Discussion – System Functionality Did you have trouble following the UT authoring workflow? If so, where and why? What changes would you apply to the existing functionality and/or workflows to increase productivity and ease of use? What new functionality could you think of that might have a positive influence on your work?
  • 44. Discussion – UT Authoring Did you understand the notion of UT and concept? Did the training sufficiently explain the meaning of UT and concept? Do you feel the training you received in the beginning and the help materials on the site were sufficient for executing your task? If not, what would you improve? Which areas need better coverage?
  • 45. Subject Matter Expert - User Experience Review Conclusion
  • 46. Thank you. Contact: Jesse Wang (jessew@vulcan.com) William Smith (wills@vulcan.com )

Notes de l'éditeur

  1. ----- Meeting Notes (9/25/12 10:17) -----Remove non-domain experts from slide
  2. Explanation of how the UX Review meeting works and is structured.Add project goals slide
  3. TOCFullsectiontextreadableandclickable (sentencepragraph) Sectionheadingmissing