LinkedUp: Linking Web Data for Education Project – Open Challenge in Web-scale Data Integration http://linkedup-project.eu/ Coordination and Support Action (CSA) Grant Agreement No: 317620 D1.2 Challenge Design Deliverable Coordinator: Mike Lauruhn, Eelco Herder Deliverable Coordinating Institution: Elsevier Other Authors: Stefan Dietze Sander van der Waal Elisabetta Parodi Hendrik Drachsler Mathieu D‘Aquin Document Identifier: LinkedUp/2013/D1.2 Date due: 30 April 2013 Class Deliverable: LinkedUp 317620 Submission date: 30 April 2013 Project start date: November 1, 2012 Version: v1.0 Project duration: 2 years State: Final Distribution: Public © Copyright lies with the respective authors and their institutions. Page 2 of 26 LinkedUp Support Action – 317620 LinkedUp Consortium This document is part of the LinkedUp Support Action funded by the ICT Programme of the Commission of the European Communities by the grant number 317620. The following partners are involved in the project: Leibniz Universität Hannover (LUH) Forschungszentrum L3S Appelstrasse 9a 30169 Hannover Germany Contact person: Stefan Dietze E-mail address: [email protected] The Open University Walton Hall, MK7 6AA Milton Keynes United Kingdom Contact person: Mathieu d'Aquin E-mail address: [email protected] Open Knowledge Foundation Limited LBG Panton Street 37, CB2 1HL Cambridge United Kingdom Contact person: Sander van der Waal E-mail address: [email protected] ELSEVIER BV Radarweg 29, 1043NX AMSTERDAM The Netherlands Contact person: Michael Lauruhn E-mail address: [email protected] Open Universiteit Nederland Valkenburgerweg 177, 6419 AT Heerlen The Netherlands Contact person: Hendrik Drachsler E-mail address: [email protected] EXACT Learning Solutions SPA Viale Gramsci 19 50121 Firenze Italy Contact person: Elisabetta Parodi E-mail address: [email protected] Work package participants The following partners have taken an active part in the work leading to the elaboration of this document, even if they might not have directly contributed to the writing of this document or its parts: - LUH - OU - OKF - Elsevier - OUNL - ELS D1.2 – Challenge design Page 3 of 26 Executive Summary In this deliverable, we provide an overview of the LinkedUp challenge design. This includes the structure of the overall competition and the rationale behind some of the decisions that were made in the design process. There is a section that reviews the findings from our background research as well as the core requirements and overall rationale for the challenge. There is also an overview of the timeline and milestones for each of the three competitions. In addition, the data and infrastructure is described including the repository and the processes that determined which datasets to include and our plans to make them accessible to competitors. Finally, there is a section that describes the role of the partner use cases that were selected for the competitions. © Copyright lies with the respective authors and their institutions. LinkedUp Support Action – 317620 Page 4 of 26 Table of Contents 1. Introduction ................................................................................................... 6 2. Background research and core requirements ......................................... 7 3. Challenge Overview...................................................................................... 9 3.1. Introduction ............................................................................................................................. 9 3.2. Overall rationale ...................................................................................................................... 9 3.3. Competition tracks ................................................................................................................ 10 3.4. Preliminary: LAK Data Challenge ........................................................................................ 11 3.5. First competition: Veni.......................................................................................................... 12 3.5.1. Rationale ........................................................................................................................ 12 3.5.2. Entry requirements ......................................................................................................... 12 3.6. Second competition: Vidi ...................................................................................................... 12 3.6.1. Rationale ........................................................................................................................ 12 3.6.2. Entry requirements ......................................................................................................... 13 3.7. Third competition: Vici ......................................................................................................... 13 3.7.1. Rationale ........................................................................................................................ 13 3.7.2. Entry requirements ......................................................................................................... 13 4. Data, guidance and infrastructure ........................................................... 14 4.1. LinkedUp Common Data Repository.................................................................................... 14 4.2. Development support infrastructure ...................................................................................... 14 5. Use cases and focused tasks ................................................................... 15 5.1. Introduction ........................................................................................................................... 15 5.2. Veni use cases ....................................................................................................................... 16 5.2.1. Teaching going social .................................................................................................... 16 5.2.2. Educationizer ................................................................................................................. 16 5.2.3. Simplify.......................................................................................................................... 17 5.2.4. Supporting employees’ development via didactic guidance through learning materials 17 5.3. Success criteria and risk mitigation ....................................................................................... 17 6. Timeline and milestones ............................................................................ 19 6.1. First Competition: Veni (March 2013 - October 2013) ........................................................ 19 6.2. Second Competition: Vidi (November 2013 – April 2014) .................................................. 21 6.3. Third Competition: Vici (May 2014 – November 2014) ...................................................... 22 D1.2 – Challenge design Page 5 of 26 7. Dissemination and promotion of the challenge ..................................... 23 7.1. Target audiences ....................................................................................................................23 7.2. Incentives to participate.........................................................................................................23 7.3. Online promotion ..................................................................................................................23 7.3.1. Websites .........................................................................................................................23 7.3.2. Blogging & Social Media ..............................................................................................24 7.3.3. Listservs .........................................................................................................................24 7.4. Promotion at events ...............................................................................................................25 7.5. First activities, responses and lessons learned.......................................................................25 8. Concluding remarks ................................................................................... 26 © Copyright lies with the respective authors and their institutions. Page 6 of 26 LinkedUp Support Action – 317620 1. Introduction In this deliverable, we will present the design of the LinkedUp challenge, including the overall rationale for the challenge as a whole, as well as each of the three individual competitions. Section 2 reviews the findings from our background research and the core requirements of the challenge. This will include observations and lessons learned from previous related challenges. It also contains a brief description of the core requirements for the individual competitions. In Section 3, we explain the overall rationale for the challenge. In addition, we will explain the details and components of each of the three competitions that comprise the challenge. For each of the three competitions, Section 3 will give information on the rationale behind the competition, as well as its entry requirements and evaluation criteria. Section 4 is dedicated to the data and infrastructure of the challenge. This includes a summary of the datasets that were included in the repository and the processes that went into determining which datasets to include, how they were assessed and how they were classified. There is also information on the support that LinkedUp will be offering to help entrants accessing and using the datasets. These include the publishing of best practices and a “code clinic”. Use cases and the focused tasks are the topic of Section 5. In addition to introducing each partner and use case, the section will describe the evolving roles of the use cases through each of the three competitions. Section 6 contains the timeline and milestones for the challenge. This will include key dates around the challenge and its individual competitions, as well as key internal milestones. The dissemination plan will be introduced in Section 7. This section will include descriptions of LinkedUp's target audiences and stakeholders and how we plan to address them at crucial parts of the challenge. We will go into an overview of the outreach efforts such as the incentivisation to participate, online promotions, and LinkedUp's participation at other related events. We conclude the deliverable with a summary of the challenge design. D1.2 – Challenge design Page 7 of 26 2. Background research and core requirements There is not such a thing as a best practice for designing a challenge on open educational data. Each challenge or competition has its own context, peculiarities and requirements. Therefore, it is important to identify the questions that need to be discussed, and to take informed decisions, based on successful examples from the past. Many competitions have been organized in the past, with various sizes and audiences. A first and important observation is that for a competition on Linked Data the quality of the data is important1: this does not only involve the quality and availability of the data, but also the coherence, relevance and understandability of the data; as an example, a challenge at a workshop on Big Data 2 at the UMAP 2012 conference failed to attract any submissions, because it was not clear what could be done with the provided datasets. In the LinkedUp challenge, we aim to address several relevant communities that are interested in linked educational data, varying from students and researchers to startup companies and industry. However, there are clear differences in how challenges are organized and presented in academia and in industry. Representative examples of an academic challenge are the workshop on “Data Mining on Linked Data workshop with Linked Data Mining Challenge”3 and the Mashup Challenge at ESWC 20134. Several characteristics can be observed: The challenge is embedded in a workshop or conference Participants need to submit a paper The challenges use academic terms as 'Call for Submissions', 'Program Committee', 'Notification of Acceptance' By contrast, challenges that are initiated outside of the academic world use a very different vocabulary. For example, the Thomson Reuters’ Innovation Challenge for Scientific and Scholarly Research5 makes heavily use of graphics, and talks about ‘judges’ rather than a ‘program committee’, about ‘solution seekers’ rather than ‘scenarios’ and ‘winner announcements’ rather than ‘notifications’. Non-academic competitions also put more emphasis on the prize money, the benefits in terms of visibility and networking, and the ‘faces’ behind the program committee (or rather ‘judges’). These observations have been intensively discussed during our project meetings and various email exchanges. It was clear from the onset that we would not organize two separate competitions for the academic community and for the industry. Therefore, it was essential to find a balance between both approaches. As an example, the benefits listed in the recently launched announcement6 of the first LinkedUp competition are a combination of ‘industry-oriented’ items (such as prizes and networking) and ‘academy-oriented’ items (research questions and opportunities). Similarly, we decided to complement the open track with use-cases and focused tasks that are explicitly endorsed 1 http://ukwebfocus.wordpress.com/2010/02/19/response-to-my-linked-data-challenge/ http://umbigdata.wordpress.com/ 3 http://www.josemalvarez.es/web/2012/06/19/cfp-data-mining-on-linked-data-workshop-with-linked-data-miningchallenge/ 4 http://2013.eswc-conferences.org/program/co-located-events 5 http://wokinfo.com/challenge/ 6 http://linkedup-challenge.org/ 2 © Copyright lies with the respective authors and their institutions. Page 8 of 26 LinkedUp Support Action – 317620 by organizations such as the Commonwealth of Learning and Elsevier (guided by the WP5 work on the use cases). A particular issue was how participants were expected to provide their submissions. In the academic world, it is common to write a paper, which positions their work in related work and shows the scientific contribution of their system. In industry-oriented challenges, the focus is more on the system itself and often a simple form-based submission is chosen. In the LinkedUp challenge, the evaluation criteria (as developed in WP2) are very diverse and require some background information on the submission, which has to be provided by the participants. Therefore, we developed a submission template with predefined sections to be filled out and questions to be answered. The template will be offered in two different ways: as an outline for an academic paper, and as a submission form to be filled out. Several decisions have been made and solutions found on issues, among others: As discussed in more detail in Section 3 and 5, the challenge tasks need to be sufficiently focused, but should not prevent academics and start-ups to send submissions that are related to their 'core business'. It is important to show that the focused tasks represent real needs of real institutions. In Section 4 we discuss the data infrastructure (which is described in more detail in Deliverables D3.1 and D3.1.2). It is important to have a data catalogue that contains a variety of educational and non-educational resources. The data needs to be sufficiently labelled and described, so that participants can make sense of it. These aspects have been taken into account in the data assessment and topic alignment activities, which are described in detail in D1.1. Dissemination strategies are summarized in Section 7 and described in more detail in the dissemination plan (D4.2). From various sources, we collected mailing lists, blogs, social media and other platforms for promotion, and made a list of conferences and other venues to address. The incentives to participate were an important point of discussion in the context of dissemination strategies. Three main incentives were identified: visibility and recognition, networking opportunities, and pointers and support for R&D activities. Apart from this, the cash prizes are a very visible and direct incentive. The use cases, as described in Section 5, should provide the LinkedUp challenge visibility and endorsement. The use-cases and focused tasks should be endorsed by ‘real people’; the challenge committee should be represented by a small number of prominent people D1.2 – Challenge design Page 9 of 26 3. Challenge Overview 3.1. Introduction The LinkedUp challenge was started as a way to encourage creativity, innovation and resourcefulness in finding ways to link and mash-up educational and cross-domain resources to provide novel services for open and distance education. Specifically we hope to foster interest in the use of Linked Data as a method that allows companies, universities, government agencies, and other organizations to share their material and link it to other relevant material. The challenge will be supported by LinkedUp partners that have been collecting and cataloguing data related to education. The catalogue will be made available and accessible through search and exploration services. More information about the data and support can be found in Section 4 of this deliverable. In total, there will be three competitions. The current schedule is displayed in Figure 1. The first one launched on 11 March 2013. Participants can join in at each separate competition. Participants to earlier competitions will be able to benefit from support and feedback from the LinkedUp team. First competition: Veni (March 2013 - October 2013): Innovative scenarios, prototypes and tools for analysing and integrating open educational Web data Second competition: Vidi (November 2013 - April 2014): Challenging and innovative, mature data-driven applications Third competition: Vici (May 2014 - November 2014): Robust applications for large-scale educational use-cases, offered and provided by LinkedUp Fig. 1. The LinkedUp challenge competition timeline 3.2. Overall rationale The LinkedUp partners decided to organize the challenge as three separate competitions for a number of reasons. The competition structure is a hybrid, which we hope to offer the best of two options: a full-scale single project alongside a smaller project with shorter duration. The primary benefit of the structure is that it gains momentum and actually adds teams and submissions as it progresses, as opposed to eliminating teams. The ongoing waves also provide more opportunity for marketing and publicity. We also believe that the shorter engagement times for the competitions will © Copyright lies with the respective authors and their institutions. Page 10 of 26 LinkedUp Support Action – 317620 encourage more participation from private sector teams such as start-up companies and R&D teams that would not likely be able to commit to the entire duration of the challenge. In addition to the three competitions, the LinkedUp challenge will also be divided into two tracks: a focused track and an open track (see Section 3.3). The three competitions will build upon each other. For example, the use cases from Veni will help shape the focused tasks in the Vidi competition. The Vidi submissions will become the large-scale educational use cases in the Vici round. The submitted projects will be assessed from a selected list of judges of the associated partners of the LinkedUp project. The judges will be supported with an online scoring sheet to evaluate the projects according to the same standards. The scoring sheet is an instance of the general Evaluation Framework as developed in WP2 of the LinkedUp project (D2.1). The general Evaluation Framework is a comprehensive collection of evaluation criteria, metrics and methods to assess the participants of the data competition. Depending on a specific use case applied in the Veni, Vidi or Vici competition, suitable criteria, metrics and methods will be selected from the Evaluation Framework. For the Veni track a first version of the Evaluation Framework can be found in D2.2.1. As the Evaluation Framework is one of the main outcomes of the FP7 LinkedUp project, it will be further developed and amended according to the experiences collected after each data competition. These upcoming content validation steps of the Evaluation Framework will change the framework to more efficient and effective use. Each of the content validation reviews will be reported in an amended version of D2.2.1 (D2.2.2, D2.2.3). 3.3. Competition tracks Each competition will consist of two tracks: an open track, which is open to any kind of submission that satisfies the entry requirements, and a focused track, in which participants aim to find solutions to specific problems. In the first competition, Veni, the tasks in the focused track are loosely defined as use cases, which are given and endorsed by various institutions and people (the use cases are explained in more detail in Section 5). The use cases have been developed by the partners in cooperation with WP5. For each use case, the proposer and the context of the task is given, along with a problem statement and suggested datasets, followed by a list of example solutions that are sought. In the Veni competition, we do not distinguish between 'open track' or 'focused track' submissions: they will all be evaluated against the same criteria, as developed in WP2. However, participants who choose for one of the use cases, may seek feedback from the institute or individual that endorses this case. We expect that solutions for one of these problems may lead to future cooperation, either as a more elaborate focused task in the Vidi competition, or as an activity outside of the scope of the LinkedUp challenge. Furthermore, the use cases serve as illustrations of the kind of submissions that LinkedUp is looking for, and serve as inspiration and context for open track participants. Based upon the results of the Veni competition, the use cases will be elaborated into well-defined focused tasks with expected results. These focused tasks will form the focused track of the Vidi D1.2 – Challenge design Page 11 of 26 competition. In the Vidi competition, both tracks will be independent from one another. The same overall evaluation criteria will apply to both tracks, but focused track submissions will have as an additional criterion to what extent the submission fulfills the given problem statement. In a similar fashion, a selection of the Vidi results of the closed track will be chosen as starting points for further elaboration in the final Vici competition. In the Vici competition, we expect robust applications, which require time and effort to develop. For this reason, existing solutions will be offered as a starting point, which can be elaborated by the developers themselves and – if the developers agree – by other participants. In order to keep the final competition open for new participants, it will still be possible to submit applications to an open track, which will have similar entry requirements as the focused track. Both open track and focused track submissions will be evaluated and treated equally, and there will be just one winning submission. 3.4. Preliminary: LAK Data Challenge Prior to the Veni competition, a smaller, focused competition has been organized co-located with the LAK 20137 conference on Learning Analytics and Knowledge, 8-12 April 2013 in Leuven, Belgium. The goal of the competition, the LAK Data Challenge8, was to exploit the LAK Dataset, which provides access to structured metadata from research publications in the field of learning analytics. Challenge submissions should exploit the LAK Dataset for a meaningful purpose. This may include submissions which cover one or more of the following, non-exclusive list of topics: Analysis & assessment of the emerging LAK community in terms of topics, people, citations or connections with other fields Innovative applications to explore, navigate and visualise the dataset (and/or its correlation with other datasets) Usage of the dataset as part of recommender systems LinkedUp organized the LAK Data challenge in cooperation with the Society for Learning Analytics Research. Organizing this challenge offers several advantages to the project and the LinkedUp challenge: The opportunity to gain first hands-on experiences in running a competition on Linked Data The possibility to promote the subsequent, larger LinkedUp Veni Competition among the participants of the LAK Data challenge competition, and among the audience of the challenge event, which is embedded in a LinkedUp tutorial on using Linked Data for learning analytics9 The submissions can be used as showcases and examples in the LinkedUp challenge promotion material Solutions and approaches used by the LAK Data challenge participants can be used as input for the best practice documentation in the LinkedUp WP3 support environment The LAK Data challenge attracted 8 submissions, which received a light review. The extended versions of the submissions, along with a paper that introduces the LAK Dataset, have been 7 http://lakconference2013.wordpress.com/ http://www.solaresearch.org/events/lak/lak-data-challenge/ 9 http://linkedu.eu/event/lak2013-linkeddata-tutorial/?page_id=58 8 © Copyright lies with the respective authors and their institutions. Page 12 of 26 LinkedUp Support Action – 317620 published online and open access at CEUR-WS10. More information about the outcomes and lessons from LAK13 are included in D2.2.1 (Evaluation Framework). 3.5. First competition: Veni The goal of the first LinkedUp competition is to gather innovative and robust tools that analyse and/or integrate large scale, open Web data for educational purposes. We are expecting submissions that demonstrate and promote the benefit of open Web data technologies for education to the widest extent. Veni will be open for any end-user application that analyses and makes use of Linked Data or Open Web Data for online learning. 3.5.1. Rationale For each of the three competitions, there will be two tracks: a focused track and an open track. For the Veni focused track, submissions will follow use cases and scenarios that LinkedUp has collected from industry partners. The rationale behind offering a focused track is to be able to provide a structure and ideas to guide teams that may need it. It is also intended to offer real world scenarios that could be put into use. The open track was established to provide a platform for innovation and creativity and the development of applications that may benefit scenarios unforeseen by the challenge organizers. 3.5.2. Entry requirements Creation of a demo, prototype or application that analyses and/or makes use of Linked Data for online learning. Use of data sets from the LinkedUp data repository and/or data from other sources. Information about the application submitted via official challenge submission form. A written abstract of about 200 words describing your application and its goals. Demo made available to the review panel. 3.6. Second competition: Vidi 3.6.1. Rationale For the second competition in the LinkedUp challenge, Vidi, entries should exhibit mature datadriven applications. It is important to note that entries can be extensions of submissions from the Veni competition, or can be new entries. Participants carrying entries over from Veni will be able to benefit from support and feedback from the LinkedUp team. The main difference between entries in the competition and those from Veni, is that Vidi entries are expected to be moved significantly beyond the prototype phase of an application. Designs and decisions for the Vidi competition may evolve and change during the course of the prior competition. Focused track entries should now be using data provided by the use case partners and solve specific problems with solutions that meet stated expectations. 10 http://ceur-ws.org/Vol-974/ D1.2 – Challenge design Page 13 of 26 3.6.2. Entry requirements Creation of a data-driven application that analyses and/or makes use of Linked Data for online learning. Use of data sets from the LinkedUp data repository and/or data from other sources. o Focused track entries using data from the specified use case partner. Information about the application submitted via official challenge submission form. A written abstract of about 200 words describing your application and its goals. 3.7. Third competition: Vici 3.7.1. Rationale Vici will be the final competition in the LinkedUp challenge. As with Vidi, submissions can either be extensions of entries in the previous competitions of new applications making their debut in Vici. The submissions for Vici should be complete fully functional applications with extra emphasis on their feature robustness and their scalability in handling Linked Data. Focused track entries will continue using data provided by the use case partners and provide robust solutions to the specific problems. As with the Vidi competition, designs and decisions for this competition may evolve and change during the course of the prior competitions. 3.7.2. Entry requirements Creation of a robust, large-scale data-driven application that analyses and/or makes use of Linked Data for online learning. Use of data sets from the LinkedUp data repository and/or data from other sources. o Focused track entries using data from the specified use case partner. Evaluation results that demonstrate the robustness and applicability of the application in real-world contexts. Information about the application submitted via official challenge submission form. A written abstract of about 200 words describing the application and its goals. © Copyright lies with the respective authors and their institutions. Page 14 of 26 LinkedUp Support Action – 317620 4. Data, guidance and infrastructure 4.1. LinkedUp Common Data Repository The first version of the LinkedUp Common Data repository, or Linked Education Cloud, is described in deliverable D3.1.1. Available at http://data.linkededucation.org/linkedup/catalog/, this data repository is a catalogue of datasets available as linked open data, provided both through a CKANbased registry of the datasets (see http://datahub.io/group/linked-education) and through a SPARQLbased data endpoint giving access to a fined grained description of the content of the datasets using the VoID vocabulary. The goal of the LinkedUp data repository is first and foremost to support the participants to the LinkedUp challenge in obtaining data of relevance to their applications. It is however expected to evolve into an essential resource for the community of developers and practitioners of open data in education. The data in the repository will serve as suggested datasets, but other data is possible to use. The data may not be explicitly about education but can be generic data or non-linked data. This first version of the common data repository includes 22 data endpoint representing all together 146 distinct datasets explicitly about education (including academic programmes, educational resources, research articles, educational institutions and facilities). These datasets have been collected from existing repositories of linked open datasets. In the future, the list of datasets will be extended with others not initially provided as linked open data, and their descriptions enriched with higher level summaries of their content, educational purpose and quality. 4.2. Development support infrastructure The first building blocks of the development support infrastructure put in place in the LinkedUp project are described in deliverable D3.2.1. The primary goal of this support infrastructure is to help participants and prospective participants to the LinkedUp challenge in their development activities, through taking benefit from the expertise and experience of the LinkedUp partners in exploiting the relevant technologies in the education domain. One core component of this is the “code clinic” environment, which will provide a channel and an opportunity for the challenge participants to share specific development issues with the LinkedUp partners, and discuss their possible resolution. As we want to make this facility as flexible as possible for potential participants, the code clinic is based on two options: either giving LinkedUp partners access to existing code sharing facilities if they are already in use, or rely on the project’s dedicated platform: a subversion- / bug tracking-based facility hosted at the Open University. The support infrastructure is also expected to support the general development of the area, beyond what is being done in the challenge. The second component of the support infrastructure illustrates this, as its goal is to provide a global resource of bite-size tutorials and use cases of the use web data technologies in education. This is achieved through the LinkedUp DevTalk blog (see http://data.linkededucation.org/linkedup/devtalk/), with a dedicated editorial workflow and content coming from the LinkedUp consortium as well as the experience we will acquire through organising the LinkedUp challenge. D1.2 – Challenge design Page 15 of 26 5. Use cases and focused tasks 5.1. Introduction To provide guidance and inspiration to challenge participants, we also provided sample use cases. Developing and describing large scale scenarios and use cases for the large-scale exploitation of open Web data, together with data mining and analytics techniques, is one of the objectives of the project. We aim to exploit such use cases, expressing real needs from real, well-known institutions, during the different competitions of the challenge as following: In the Veni stage, as inspiration and starting point In the Vidi stage, as a well-defined task with expected outcomes In the Vici stage, as elaboration of the Vidi winners/runners-up into a large-scale deployable system The initial collection for the Veni stage comprises four use cases expressed by the consortium and by the associated partners. These use cases are meant to be an example and an incentive providing hints about the kind of applications the challenge calls for. In some cases, also specific datasets are provided. This is meant to make the challenge even more attractive as participants can access and work with interesting and popular sources. The use cases help to drive applicants’ ideas and developments towards concrete needs; the challenge targets useful and helpful solutions and not just academic exercises. For each use case we present its proposer, context and challenges, suggest datasets and possible solutions. As far as the challenge progresses and competitions go, also the use and the intended outcomes evolve. If for Veni the use cases were a kind of suggestion, in the Vidi competition they will be more demanding. The use cases will present specific tasks and expected outcomes further specified. At the final competition the applicants’ ideas should be deployed, tested and possibly adopted in real-life large scale settings. As for the other parts of the challenge, also the use cases collection will evolve and improve during the project. Use cases for the different competitions don’t need to change every time. The most interesting ones, both from the consortium and the applicants’ point of view, can be refined during the different competitions. And new use cases can be added at each competition. Use cases are sought via the consortium and the associated partners brainstorming, discussions, collaborations and networking. The consortium also discussed about the possibility to call for use cases, in addition to call for applications, but this hypothesis was discarded as it would have implied different modalities for evaluations. In any case use cases are not binding the submissions: we remain always open to applications unrelated to use cases. In the following we shortly describe the four use cases presented for the Veni competition. For further information, please refer to the challenge web site and to deliverable 5.1 (October 2013). © Copyright lies with the respective authors and their institutions. Page 16 of 26 LinkedUp Support Action – 317620 5.2. Veni use cases 5.2.1. Teaching going social The use case was proposed by the Commonwealth of Learning11 (COL), an intergovernmental organization created by the Commonwealth Heads of Government to encourage the development and sharing of open learning/distance education knowledge, resources and technologies. COL is also a LinkedUp associated partner. The use case addresses educational challenges in developing countries, where there is not much money to invest in education, but a strong need for high quality learning materials. The need highlighted by this use case is the one to leverage social media in order to establish the true relevance and value of a resource by analysing the personalized, enriched educational content of social learners. This would allow a first screening of learning materials and would simplify teachers’ evaluation of resources. This simplified evaluation should be based mainly on three parameters: location of information, educational value and social appreciation. The data sets analyzed in this use case are comprised of learner inputs on OERs posted to YouTube and Facebook in the form of ratings, likes and comments. We invite applicants to submit ideas and prototypes addressing extraction and usage of information from social media 5.2.2. Educationizer This use case combines ideas, interests and needs expressed by: Jake Berger. Jake works at the BBC Archive Development as Programme Manager for Digital Public Space. At the same time also the project partner Elsevier expressed very similar interests. Elsevier is a world-leading provider of scientific, technical and medical information products and services. The fact that similar needs and interests were expressed by so different and relevant parties strengthens the relevance of the use case. The starting point of the use case is the fact that most data and media is not explicitly ‘educational’, but much of it has potential for use in education and research if surfaced in the relevant educational context, and described using terms that are recognized and meaningful to the user. The aim here is to support and facilitate the educational (re-)use of informative and multimedia material not originally created for instructional purposes. Interesting data sets under this perspective are clearly large informative databases and applications, such as Wikipedia, Dbpedia, other linked open data sets, Youtube, Twitter hashtags, atlas, etc... Respect to this use case, prototypes and applications for the challenge could address: supporting mapping of non-educationally focused data to structured educational topics; vocabulary translation from unfamiliar native vocabularies to those that are recognisable to educators, researchers and learners; other and similar facilities that enhance the educational (re-)use of large heterogeneous sets of data. 11 http://www.col.org D1.2 – Challenge design Page 17 of 26 5.2.3. Simplify This use case combines ideas, interests and needs expressed by: Jake Berger (BBC Archive Development). Learners come in all flavours and levels of ability and experience, and everybody begins life knowing nothing. People want to understand things but they are sometimes simply too new to the subject to have learned lots of domain-specific words, or even simply too young to have learned enough words at all. Learning should try to be as accessible and attractive to the novice as it is to the expert. Data sets that can be used for this use case are any kind of sector- and domain- specific datasets, such as databases of scientific research publications. This use case suggests “simplifier” applications that for example analyze and summarize complex abstracts and research in simpler terms, make research papers easily readable by less-advanced learners and easier to auto-translate, and similar facilities. 5.2.4. Supporting employees’ development via didactic guidance through learning materials This use case originates from consortium discussions and brainstorming. It appears to be close to actual needs of SMEs and SMEs employees. It also describes themes and issues that are frequently encountered in discussions about MOOCs. At a company, employees may wish or may be invited by their company itself, to attend online courses to improve their knowledge, keep up-to-date and have the opportunity to progress in their career. What would be helpful here is a guidance system, i.e. to suggest which course would make sense to take next or to work on simultaneously; and/or basing on own learning/career objectives, previous learning (prerequisites), etc. Another valuable support would be that of remediation to relearn and reflection. Another useful support would be a kind of formal recording / history of attended MOOC, providing some sort of progression timeline, or updated resume. Many institutions and organizations provide MOOCs, such as Coursera, edX, Udacity, etc... that can be used as datasets for this use case. Applicants submissions could propose support and guidance across MOOCs and OERs, i.e. to suggest which course would make sense to take next, or to work on simultaneously; more crowdbased search and structuring facilities of existing offerings (journals, conferences, books, etc…) and new online tools. 5.3. Success criteria and risk mitigation Use cases are elaborated on the basis of consortium experience, knowledge and reflection about TEL emerging needs, current trends and discussion topics with relevant stakeholders. This leads to use cases that correspond to real life contexts and actual needs and challenges that institutions and people are facing. © Copyright lies with the respective authors and their institutions. Page 18 of 26 LinkedUp Support Action – 317620 Providing several use cases mitigates the risk related to single use cases not encountering much interest from participants. Topics, description means and requests of the use cases will be also remodulated, competition by competition, on the basis of the feedback received by participants, both via their submissions and via the support environment. D1.2 – Challenge design Page 19 of 26 6. Timeline and milestones The global timeline of the three competitions is dictated by the Description of Work. The first six months of the LinkedUp project were planned as preparation time for the overall challenge design and the first competition. Following the preparation time, the three competitions will be launched with an interval of six months. Apart from the launch dates, the submission dates and the final events, the timeline needs to ensure that between launch and submission there will be sufficient activity to maintain the attention of the community. Therefore, each competition will have a gradual disclosure of the data, documentation and submission instructions, which will then be announced through the various communication channels. In order to increase visibility and attention, supporting events have and will be planned at relevant key conferences and fairs. As the exact planning of the dates and locations of these conferences and events is usually not known until one year in advance, the planning for the Vidi and Vici competition is tentative and needs to be revised in the preparation phase for these competitions. For the Veni competition, we selected various venues that will be used for promotion of LinkedUp and the LinkedUp challenges. 6.1. First Competition: Veni (March 2013 - October 2013) The launch of the first competition was scheduled to be early April (month 6 of the project lifetime). However, when looking for suitable venues for the submission presentations and award ceremony, it became clear that we had to target an event early September, as there would be no suitable events earlier than December 2013. In order to have sufficient time for reviewing the submissions and to send out notifications well before the event takes place (to allow participants to arrange their travels in time), a time span of at least two months is required between submission deadline and the closing event. Due to the European Summer Holidays, which start early July in most countries and regions, the submission deadline was set to be the end of June 2013. Subsequently, in order to have sufficient time between launch and submission, we decided to launch the Veni challenge two weeks earlier than originally planned – mid March. Key dates 18 March 2013: Launch of the challenge 13 May 2013: Release of the comprehensive LinkedUp dataset 27 June 2013: Submission deadline 16 August 2013: Notifications and Nominations 17 September 2013: Presentations and award ceremony at the OKConf in Geneva, Switzerland. (http://okcon.org) © Copyright lies with the respective authors and their institutions. Page 20 of 26 LinkedUp Support Action – 317620 Related conferences and events On the internal LinkedUp Wiki we have a long list of conferences that are directly or indirectly focused on Linked Data, learning analytics, semantic web technologies or technology-enhanced learning. The list is regularly updated. From the list, we selected four venues that we will specifically target. These venues are listed below. LAK 2013 - Learning Analytics and Knowledge. 8-12 April 2013, Leuven, Belgium. At this conference, a tutorial was given on the use of linked educational data. Related to the tutorial, we created a 'LAK Data Challenge' (see Section 3 for more details), which attracted 8 submissions. Both the tutorial and the Data Challenge aim to show the LAK community that the LinkedUp competition is something that they really should want to join. The Next Web Conference, Europe 2013. 25-26 April 2013, Amsterdam, The Netherlands. We sponsor and participate in this event to effectively target the business sector, specifically startups and SMEs. WWW 2013 13-17 May, Rio de Janeiro, Brazil. As organizers of LILE 2013, the 3rd international workshop on Learning and Education with the Web of Data, we will promote LinkedUp at this big conference. ESWC 2013 - Extended Semantic Web Conference. 26-30 May, Montpellier, France. We sponsor this conference in exchange for promotion onsite and on the website. In addition, we plan to promote LinkedUp at the JTEL Summer School (27-31 May, Cyprus), in order to specifically target doctoral students. Internal deadlines and milestones April 2013 (M6 of the project) is the deadline for several deliverables that focus on a specific aspect of the LinkedUp challenge. Consequently, April 2013 is an important milestone for the Veni Competition. State-of-the art and data assessment (D1.1) Challenge design (this deliverable) Evaluation criteria and methods, evaluation framework (D2.1, D2.2.1) Common data repository (first version) (D3.1.1) LinkedUp support environment (D3.2.1) Dissemination plan (D4.2) Press releases (D4.3) In addition, there are three updates to the LinkedUp dataset planned: End March 2013: Expanded Linked Education catalogue, launch of the LinkedUp DevTalk blog/forum End April 2013: Release of the Linked Education tagset for cataloguing educationrelated datasets D1.2 – Challenge design Page 21 of 26 End May 2013: Release of the advanced catalogue, including search and navigation facilities Following the submission deadline of 27 June 2013, we plan the following review procedure: 4 July 2013: review assignments sent to the program committee 9 August 2013: deadline for reviews 16 August 2013: final decisions on acceptance and ranking of the submissions; notifications sent out. 6.2. Second Competition: Vidi (November 2013 – April 2014) Key dates The preparations for the Vidi competition will start in September 2013. Main focus of the preparation activities will be the creation of the focused tasks, building upon our experiences and the results of the Veni competition. A second preparation task will be to determine the entry requirements for this round. As discussed in Section 3, the Vidi round will request more mature submissions than the Veni round. The exact requirements should balance between our goals and ambitions, as described in the DoW and in section 3, and realistic expectations, based upon our experience with the Veni challenge. The exact dates for the Vidi competition need to be determined during the two preparation months as well. Analog to the Veni challenge, the following dates will be used as a guideline. November 2013: Launch of the challenge December 2013: Release of the focused tasks and the corresponding datasets February 2014: Submission deadline March 2014: Notifications and Nominations April or May 2014: Presentations and award ceremony Related conferences and events The award ceremony will be co-located with an existing conference or other event. At the moment of writing, details of conferences in the period April-May 2014 are not yet known. The most probable candidates are the Extended Semantic Web Conference, ESWC 2014, and the Learning Analytics and Knowledge Conference, LAK 2014. Based on our list of events, the following events should at least be targeted for promotion of the Vidi challenge and presentation of the Veni results: ISWC 2013 - International Semantic Web Conference (21-25 October 2013, Sydney) Online Educa (4-6 December 2013, Berlin) Internal deadlines and milestones These have to be specified, once the exact dates and deadlines have been fixed. October 2013: creation of the focused tasks, specification of entry requirements, selection of a venue for the award ceremony. December 2013: release of the use cases and associated data © Copyright lies with the respective authors and their institutions. Page 22 of 26 LinkedUp Support Action – 317620 March-April 2014: submission review and notification 6.3. Third Competition: Vici (May 2014 – November 2014) Key dates Similar to the previous two competitions, the Vici challenge will have a lifetime of 6 months. At the moment of writing it is too early to fix specific dates, as we do not have the dates for conferences and other venues at the end of 2014. The global timeline for the Vici challenge will be: May 2014: Launch of the challenge End September 2014: Submission deadline End October 2014: Notifications and Nominations November 2014: Presentations and award ceremony D1.2 – Challenge design Page 23 of 26 7. Dissemination and promotion of the challenge 7.1. Target audiences There is a clear split between two target audiences that will be addressed with the challenge. On the one hand, we are aiming to get many submissions from people in academia. On the other hand, we aim to engage businesses and provide incentives for them to participate. In the dissemination plan, we more elaborately define how we target these different audiences. These are the different stakeholder groups that are most important in targeting for the challenge: Academia PhD Students (CompSci, library science) Providers of OER content (participating and dissemination) Researchers in information science Computer Science researchers Technology Enhanced Learning (TEL) researchers (CompSci) Industry Startup companies Entrepreneurs Small and medium sized software companies Furthermore, we work closely with media outlets, as a channel to address general public wider dissemination. 7.2. Incentives to participate When considering the incentives for people to participate in the challenge, there are varying incentives which we deem more or less important for the challenge. Here, we are listing them in order of importance: Academia Academic reward (eg. published papers) Recognition from peers Visibility among their research community Visibility among leaders in their field Prize money Industry Visibility among the linked and open data community Prize money Networking opportunities across industry and with possible investors 7.3. Online promotion 7.3.1. Websites The LinkedUp consortium has two primary public-facing websites. One dedicated to the LinkedUp project as a whole12 and one dedicated to the LinkedUp challenge13. The site holds detailed information about the Work Packages and their roles. There is also a page for each of the following groups: consortium partners, associated partners, and the advisory board. Pages provide lists of the 12 13 http://linkedup-project.eu/ http://linkedup-challenge.org/ © Copyright lies with the respective authors and their institutions. Page 24 of 26 LinkedUp Support Action – 317620 organizations and a brief statement about their role in the project. In an effort to meet some of the educational objectives, the site also contains a bibliography of publications related to Linked Data written by the consortium partners. The ‘Contact’ page contains links to our various communication channels such as Twitter and the mailing lists. The official dissemination vehicle for information about the challenge will be the LinkedUp challenge website. This site includes all the information that prospective entrants would need to participate in the challenge. The site is divided into nine sections: What is it? Join now! How to participate? Why participate? Data and support Review Process Get in touch! Background Use cases 7.3.2. Blogging & Social Media In addition to the websites, the LinkedUp consortium also has a blog. Content will include news and updates about both the LinkedUp challenge and other LinkedUp activities, partner attendances at events/conferences, as well as other related topics. The dissemination team has made it a priority to keep the LinkedUp blog updated regularly, and a schedule has been created for project partners to contribute posts. Each partner will be expected to post circa every 6 weeks, although more frequent posts from all partners would be desirable. In addition to the scheduled partner blog posts, the community coordinator will also solicit for guest blog posts from associate partners and other interested parties. Blog posts will be publicised over social media channels such as Twitter, through the LinkedUp mailing lists and through the RSS feed for the blog. We will also ask our project partners and associate partners to advertise these posts through their relevant networks and dissemination channels. We will collect a central list of these dissemination channels to ensure we have an understanding of the breadth of these channels, and prevent too much duplication of effort. 7.3.3. Listservs LinkedUp has established three LinkedUp project listservs to ensure effective communication between various stakeholders. One designed exclusively for internal communication amongst the consortium partners, another private mailing list for the LinkedUp network of consortium partners, associate partners and advisory board, and finally a public mailing list. D1.2 – Challenge design Page 25 of 26 When blog posts are published on the LinkedUp project website, members of the linkedup-network mailing list will be notified by the community coordinator, and will be asked to forward this through their networks and dissemination channels. This will drive traffic back to the LinkedUp website and raise awareness of the project, challenge and three competitions. The Dissemination team has also collected external email listservs that are likely to contain target audiences. These listservs will serve as another channel for the community coordinator to announce upcoming LinkedUp events at conferences and significant milestones related to the challenge. This list shall be dynamic, and will likely expand over the course of the LinkedUp project, and will be maintained in a living document. Consortium partners will be expected to add further possible listserv targets throughout the project. 7.4. Promotion at events To support goals and outcomes of the initiative and draw attention to the challenge, the LinkedUp project has put forward a strategy for involvement and participation at conferences and events related to open data for education, Linked Data and the semantic web. The types of activities that we are currently planning include: hackdays, workshops, tutorials, panels, and keynotes and presentations. We are also making a concerted effort to be diverse in the types of events that we participate in. In terms of event sponsoring, we strive for a distribution between academic/science themed events and industry events. In the current planning for 2013 event participation, the focus of LinkedUp is on participating with existing events, rather than organizing new ones. The rationale behind this being that the other events already have momentum and are attracting audiences. 7.5. First activities, responses and lessons learned A separate site (www.linkedup-challenge.org) has been set up to promote the challenge, with a design to try and put the challenge, and in particular the Veni competition across, as an attractive competition for both research and business communities. Initial feedback suggests that in order to get people enthusiastic about the challenge, the content on the site needs to be shortened further and made more to-the-point. A dedicated community coordinator, as part of the dissemination work package WP4, is at the time of writing working on implementing those changes in collaboration with the project team. The LAK Data challenge in April has already attracted 8 submissions and has provided materials that will be used as examples for the dissemination of the Veni competition. In particular a short video that was created by the ‘Cite4me’ submission has received positive feedback and will be used in other dissemination activities. © Copyright lies with the respective authors and their institutions. Page 26 of 26 LinkedUp Support Action – 317620 8. Concluding remarks The LinkedUp consortium is sponsoring the LinkedUp challenge as a means to inspire innovative entries of applications that make use of open data in order to provide novel services for open and distance education. In this report, we gave an overview of the planning and rational that we are using to guide the design of the challenge. The challenge is divided into three competitions which will take place one after the other. The rationale behind creating the three competitions is that it provides different levels of entry for teams based upon their strengths and limitations including technical prowess and the ability to commit a significant amount of time. In addition, having the three phases not dependent on one another means that the number of entries can grow through the duration of the challenge, rather than get smaller with elimination rounds. To foster the overall goal of the LinkedUp project of educating and sharing knowledge about using Linked Data and open web data, the LinkedUp challenge will be providing guidance and tutorials to assist entrants. In an attempt to make the entry process more meaningful in expressing real world scenarios, the challenge will make use of use cases provided by the Commonwealth of Learning, Elsevier, and the BBC. These use cases will evolve throughout the duration of the competitions and serve as foundation for focused tasks in which entrants will be given more guidance for their applications. The open track is for entries that are seeking innovations solutions and applications for different problems and use cases that competitors bring forward. The dissemination plan for the LinkedUp consortium is designed to inform and engage the target audience of the LinkedUp initiatives. This includes keeping the audience abreast of information related to the LinkedUp challenge as well as other opportunities to participate with LinkedUp members such as attending tutorials and other events at conferences. One of the core activities that went into the dissemination plan was the identification and description of our target audiences. We hope to address them through a largely online campaign that includes a regularly updated website, regular blogs and social media updates, press releases, and in-person engagements.
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