Notes on Custom Course Search Engines Derived from OU Structured Authoring Documents

Over the last few days, I’ve been tinkering with OU Structured Authoring documents, XML docs from which OU course materials – both print and HTML – are generated (you can get an idea about what they look like from OpenLearn: find a course page with a URL of the form http://openlearn.open.ac.uk/mod/oucontent/view.php?id=397337&direct=1 and change direct to content: http://openlearn.open.ac.uk/mod/oucontent/view.php?id=397337&content=1; h/t to Colin Chambers for that one;-). I’ve been focussing in particular on the documents used to describe T151, an entry level online course I developed around all things gaming (culture, business, design and development), and the way in which we can automatically generate custom search engines based on these documents.

The course had a very particular structure – weekly topic explorations framed as a preamble, set of guiding questions, suggested resources (organised by type) and a commentary, along with a weekly practical session.

One XML doc was used per week, and was used to generate the separate HTML pages for each week’s study.

One of the experimental components of the course has been a Google Custom Search Engine, that supports searches over external resources that are linked to from the blog. The course also draws heavily on the Digital Worlds Uncourse blog, a site used to scope out the design of the course, as well as draft some of the materials used within it, and the CSE indexes both that site and the sites that are linked from it. (See eSTEeM Project: Custom Course Search Engines and Integrating Course Related Search and Bookmarking? for a little more context around this.)

Through using the course custom search engine myself, I have found several issues with it:

1) with a small index, it’s not really very satisfactory. If you only index exact pages that are linked to from the site, it can be quite hard getting any hits at all. A more relaxed approach might be to index the domains associated with resources, and also include the exact references explicitly with a boosted search rank. At the current time, I have code that scrapes external links from across the T151 course materials and dumps them into a single annotations file (the file that identifies which resources are included in the CSE) without further embellishment. I also have code that identifies the unique domains that are linked to from the course materials and which can also be added to the annotations file. On the to do list is to annotate the resources with labels that identify which topic they are associated with so we can filter results by topic.

2) the Google Custom Search Engines seem to behave very oddly indeed. In several of my experiments, one word queries often returned few results, more specific queries building on the original search term delivered more and different results. This gives a really odd search experience, and one that I suspect would put many users off.

3) I’ve been coming round more and more to the idea that the best way of highlighting course resources in a search context is through the use of Subscribed Links, that a user can subscribe to and that then appear in their Google search results if there is an exact query match. Unfortunately, Google pulled the Subscribed Links service in September (A fall spring-clean; for example of what’s been lost, see e.g. Stone Temple Consulting: Google Co-Op Subscribed Links).

4) The ability to feed promotions into the top of the CSE results listing is attractive (up to 3 promoted links can be displayed for any given query), but the automatic generation of query terms is problematic. Promotion definitions take the form:

<Promotion image_url="http://kmi.open.ac.uk/images/ou-logo.gif"
  	title="Week 4"
  	id="T151_Week4"
  	queries="week 4,T151 week 4,t151 week 4"
  	url="http://www.open.ac.uk"
  	description="Topic Exploration 4A - An animated experience Topic exploration 4B - Flow in games "/>

There are several components we need to consider here:

1. queries: these are the phrases that are used to trigger the display of the particular promotions links. Informal testing suggests that where multiple promotions are triggered by the same query, the order in which they are defined in the Promotions file determines the order in which they appear in the results. Note that the at most three (3) promotions can be displayed for any query. Queries may be based at least around either structural components (such as study week, topic number), subject matter terms (e.g. tags, keywords, or headings) and resource type (eg audio/video material, academic readings etc), although we might argue the resource type is not such a meaningful distinction (just because we can make it doesn’t mean we should!). In the T51 materials, presentation conventions provide us with a way of extracting structural components and using these to seed the promotions file. Identifying keywords or phrases is more challenging: students are unlikely to enter search phrases that exactly match section or subsection headings, so some element of term extraction would be required in order to generate query terms that are likely to be used.
2. title: this is what catches the attention, so we need to put something sensible in here. There is a limit of 160 characters on the length of the title.
3. description: the description allows us to elaborate on the title. There is a limit of 200 characters on the length of the description.
4. url: the URL is required but not necessarily ‘used’ by our promotion. That is, if we are using the promotion for informational reasons, and not necessarily wanting to offer a click through, the link may be redundant. (However, the CSE still requires it to be defined.) Alternatively, we might argue that the a click through action should always be generated, in which case it might be worth considering whether we can generate a click through to a more refined query on the CSE itself?

Where multiple promotions are provided, we need to think about:
a) how they are ordered;
b) what other queries they are associated with (i.e. their specificity);
c) where they link to.

In picking apart the T151 structured authoring documents, I have started by focussing on the low hanging fruit when it comes to generating promotion links. Looking through the document format, it is possible to identify topics associated with separate weeks and questions associated with particular topics. This allows us to build up a set of informational promotions that allow the search engine to respond to queries of what we might term a navigational flavour. So for example, we can ask what topics are covered in a particular week (I also added the topic query as a query for questions related to a particular topic):

Or what a particular question is within a particular topic:

The promotion definitions are generated automatically and are all very procedural. For example, here’s a fragment from the definition of the promotion from question 4 in topic 4A:

<Promotion 
  	title="Topic Exploration 4A Question 4"
  	queries="topic 4a q4,T151 topic 4a q4,t151 topic 4a q4,topic 4a,T151 topic 4a,t151 topic 4a"
  	... />

The queries this promotion will be displayed for are all based around navigational structural elements. This requires some knowledge of the navigational query syntax, and also provides an odd user experience, because the promotions only display on the main CSE tab, and the organic results from indexed sites turn up all manner of odd results for queries like “week 3” and “topic 1a q4″… (You can try out the CSE here.)

The promotions I have specified so far also lack several things:

1) queries based on the actual question description, so that a query related to the question might pull the corresponding promotion into the search results (would that be useful?)

2) a sensible link. At the moment, there is no obvious way in the SA document of identifying one or more resources that particularly relate to a specific question. If there was such a link, then we could use that information to automatically associate a link with a question in the corresponding promotions element. (The original design of the course imagined the Structured Authoring document itself being constructed automatically from component parts. In particular, it was envisioned that suggested links would be tagged on a social bookmarking service and then automatically pulled into the appropriate area of the Structured Authoring document. Resources could then be tagged in a way that associates them with one or more questions (or topics), either directly though a question ID, or indirectly through matching subject tags on a question and on a resource. The original model also considered the use of “suggested search queries” that would be used to populate suggested resources lists with results pulled in live from a (custom) search engine…)

At the moment, it is possible to exploit the T151 document structure to generate these canned navigational queries. The question now is: are promotional links a useful feature, and how might we go about automatically identifying subject meaningful queries?

At the limit, we might imagine the course custom search engine interface being akin to the command line in a text based adventure game, with the adventure itself being the learning journey, and the possible next step a combination of Promotions based guidance and actual search results…

[Code for the link scraping/CSE file generation and mindmap generator built around the T151 SA docs can be found at Github: Course Custom Search Engines]

PS as ever, I tend to focus on tinkering around a rapid prototype/demonstration at the technical systems overview level, with a passing nod to the usefulness of the service (which, as noted above, is a bit patchy where the searchengine index is sparse). What I haven’t done is spend much time thinking about the pedagogical aspects relating to how we might make most effective use of custom search engines in the course context. From a scoping point of view, I think there are a several things we need to unpick that relate to this: what is it that students are searching for, what context are they searching in, and what are they expecting to discover?

My original thinking around custom course search engines was that they would augment a search across course materials by providing a way of searching across the full text of resources* linked to from the course materials, and maybe also provide a context for searching over student suggested resources.

It strikes me that the course search engine is most likely to be relevant where there is active curation of the search engine that provides a search view over a reasonably sized set of resources discovered by folk taking the course and sharing resources related to it. “MOOCs” might be interesting in this respect, particularly where: 1) it is possible to include MOOC blog tag feeds in the CSE as a source of relevant content (both the course blog content and resources linked to from that content – the CSE can be configured to include resources that are linked to from a specified resource); 2) we can grab links that are tagged and shared with the MOOC code on social media and add those to the CSE annotations file. (Note that in this case, it would make sense to resolve shortened links to their ultimate destination URL before adding them to the CSE.) I’m not sure what role promotions might play in a MOOC though, or the extent to which they could be automatically generated?

*Full text search across linked to resources is actually quite problematic. Consider the following classes of online resources that we might expect to be linked to from course materials:

• academic papers, often behind a paywall: links are likely to be redirected through a library proxy service allowing for direct click-thru to the resource using institutional credentials (I assume the user is logged in to the VLE to see the link, and single sign on support allows direct access to any subscribed to resources via appropriate proxies. That is, the link to the resource leads directly to the full text, subscribed to version of the resource if the user is signed on to the institutional system and has appropriate credentials). There are several issues here: the link that is supplied to the CSE should be be the public link to the article homepage; the article homepage is likely to reveal little more than the paper abstract to the search engine. I’m not sure if Google Scholar does full-text indexing of articles, but even if it does, Scholar results are not available to the CSE. (There is also the issue of how we would limit the Scholar search to the articles we are linking to from the course materials.)
• news and magazine articles: again, these may be behind a paywall, but even if they are, they may have been indexed by Google. So they may be full text discoverable via a CSE, even if they aren’t accessible once you click through…
• video and audio resources: discovery in a large part will depend on the text on the web page the resources are hosted on. If the link is directly to an audio or video file, discoverability via the CSE may well be very limited!
• books: Google book search provides full text search, but this is not available via a CSE. Full text searchable collections of books are achievable using Google Books Library Shelves; there’s also an API available.

I guess the workaround to all this is not to use a Google Custom Search Engine as the basis for a course search engine. Instead, construct a repository that contains full text copies of all resources linked to from the course, and index that using a local search engine, providing aliased links to the original sources if required?

However, that wasn’t what this experiment was about!;-)

Course Resources as part of a larger connected graph

Another way of thinking about linked to course resources is that they are a gateway into a set of connected resources. Most obviously, for an academic paper it is part of a graph structure that includes:
– links to papers referenced in the article;
– links to papers that cite the article;
– links to other papers written by the same author;
– links to other papers in collections containing the article on services such as Mendeley;
– links into the social graph, such as the social connections of the author, or the discovery of people who have shared a link to the resource on a public social network.
For an informal resource such as a blog post, it might be other posts linked to from the post of interest, or other posts that link to it.

Thinking about resources as being part of one or more connected graphs may influence our thinking about the pedagogy. If the intention is that a learner is directed to a resource as a terminal, atomic resource, from which they are expected to satisfy a particular learning requirement, then we aren’t necessarily interested in the context surrounding the resource. If the intention is that the resource is gateway to a networked context around one or more ideas or concepts, then we need to select our resources so that they provide a springboard to other resources. This can be done directly (eg though following references contained within the work, or tracking down resources that cite it), or indirectly, for example by suggesting keywords or search phrases that might be used to discover related resources by independent means. Alternatively, we might link to a resource as an exemplar of the sort of resource students are expected to work with on a given activity, and then expect them to find similar sorts of, but alternative, resources for themselves.