et4 online symposium, 2013 using text analytics to enhance data-driven decision making liz wallace...

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ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data- Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D. Director, Research and Methodology Phil Ice, Ed.D. VP, Research & Development

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Connections All analyses and stakeholders are interrelated

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Page 1: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

ET4 Online Symposium, 2013

Using Text Analytics to Enhance Data-Driven Decision Making

Liz WallaceDirector, Institutional Research

Melissa Layne, Ed.D.Director, Research and Methodology

Phil Ice, Ed.D.VP, Research & Development

Page 2: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

ASSESSMENT AT APUSA D3M Culture

Page 3: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

ConnectionsAll analyses and stakeholders

are interrelated

Reviewer
We need to at least provide a legend for this--quite frankly, it gives me a headache and means nothing without explanation--sorry to be blunt here;-)
Page 4: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Levels of AnalysisA range of approaches are required to

satisfy stakeholder needs

Page 5: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Descriptive Data

Reviewer
Is this purposefully hard to see?
Page 6: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Inferential

Retention Learning Effectiveness Instructional DesignBeta Level Technology Integration

Regression Factor AnalysisDecision Trees

Page 7: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Predictive ModelingFederation of multiple demographic

and transactional data sets

Reviewer
same here...hard to see
Page 8: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Retention and Causality

Understanding who is likely to dis-enroll is different than why

Quantitative measures are not adequate for implementing systematic change across the enterprise

Explanatory data is needed

Page 9: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

End of Course Survey Data

APUS participates in the Community ofInquiry (COI) End of Course survey.

The COI is a validated instrument based onthe research around Social, Cognitive, andTeaching Presence.

More than 500,000 learners have used this instrument and created a strong baseline forfurther research.

Garrison, D. R., Anderson, T., & Archer, W. (2000). Critical inquiry in a text-based environment: Computer conferencing in higher education. The Internet and Higher Education, 2(2-3), 87-105

Page 10: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

COMMUNITY OF INQUIRY FRAMEWORK

• A process model of learning in online and blended educational environments

• Grounded in a collaborative constructivist view of higher education

• Assumes effective online learning requires the development of a community of learners that supports meaningful inquiry and deep learning

Page 11: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

SOCIAL PRESENCE – ELEMENTS

• Affective expression (expressing emotion, self-projection)

• Open communication (learning climate, risk free expression)

• Group cohesion (group identity, collaboration)

Reviewer
since this isn't used, should we still go ahead and include it in explanation? Nevermind, I just answered my own question--yes I think we should.
Page 12: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

COGNITIVE PRESENCE – ELEMENTS

• Triggering event (sense of puzzlement)

• Exploration (sharing information & ideas)

• Integration (connecting ideas)

• Resolution (synthesizing & applying new ideas)

Page 13: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

TEACHING PRESENCE – ELEMENTS

• Design and organization (setting curriculum & activities)

• Facilitation (shaping constructive discourse)

• Direct instruction (focusing & resolving issues)

Page 14: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

COMMUNITY OF INQUIRY SURVEY

• 9 social presence items (3 affective expression, 3 open communication, 3 group cohesion)

• 12 cognitive presence items (3 triggering, 3 exploration, 3 integration, 3 resolution)

• 13 teaching presence items (4 design & facilitation, 6 facilitation of discourse, 3 direct instruction)

Page 15: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

COMMUNITY OF INQUIRY SURVEY - VALIDATION

• Tested in graduate courses at four institutions in the US and Canada

• Principal component factor analysis

• Three factor model predicted by CoI framework confirmed

• Arbaugh, Cleveland-Innes, Diaz, Garrison, Ice, Richardson, Shea & Swan – 2008

• Subsequent validation and cumulative n over 1 million – used at at least 50 institutions

Page 16: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Faculty EvaluationCombining descriptive, regression

and factor analysis

Reviewer
can't see...should we list only about 5 of these to illustrate?
Page 17: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Anomalies

• Factor patterns can be an indication of problems

• Two factor solution found to produce lower level learning outcomes

• Four factor pattern associated with higher levels of disenrollment

• Factor analytics indicate that there is a problem, not what it is

Page 18: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Explanatory Data

• Understanding trends on end of course survey is useful but not adequate for implementing change

• Explanatory data must be utilized for clarification

• Utilization of qualitative survey data

• Large volume of data makes traditional qualitative methods impractical

• Exploration needs to go beyond branch / node analysis

• Text analytics utilized at APUS

Page 19: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Text Analysis• Utilized IBM/SPSS Text Analytics for Surveys

• Large volume of data - started with a 2-month sample to “train” the model

• Libraries existed in Text Analytics, but they were not specific to CoI or Higher Education

• Existing Opinions library helped identify Positive and Negative comments

• Needed to define CoI categories and identify the terms that were related to each category

• Decided to focus on Teaching Presence and Cognitive Presence

Page 20: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Teaching Presence

• Teaching presence • Design & Organization• Facilitation of Discourse• Direct instruction

• Used Community of Inquiry questions to begin to define the categories.

• Coded each category and a Positive (+) and a Negative (-) grouping for each

• Example: Direct Instruction, Direct Instruction-Positive, Direct Instruction-Negative

Page 21: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Teaching Presence

Reviewer
can't see
Page 22: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Cognitive Presence

• Cognitive presence items • Triggering Event• Exploration• Integration• Resolution

• Used Community of Inquiry questions to begin to define the categories.

• Coded each category and a Positive and a Negative grouping for each

• Example: Exploration, Exploration-Positive, Exploration-Negative

Page 23: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Cognitive Presence

Reviewer
can't see
Page 24: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Testing

• Tested/trained the model by having someone who knows the CoI well (Phil Ice & Melissa Layne) code samples and compared to the results from the model

• Repeated with new samples to improve accuracy

• Final test with new data sample (not used for training) to most-effectively measure accuracy

• Testing based upon 2011 data was approximately 80% accurate

Page 25: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Considerations

• Categories under Teaching Presence were more commonly and accurately assigned

• Fewer responses related to Triggering Event, Resolution and Integration than to the category of Exploration

Page 26: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Considerations

• Model will never be 100% accurate because of phrasing or sarcasm

• “I don’t think anything was exceptional during this class.” -- may be flagged as positive

• “That professor was so dynamic – as dynamic as an old shoe.” -- may be flagged as positive

• “Not exceptional” or “not dynamic” would be coded correctly

Page 27: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Application of Text Analysis

• Included courses identified as 3 or 4 factor courses

• Included only survey responses with comments

• Applied to surveys with at least one of the categories (such as Exploration) with a mean average score that fell below 3 (on a scale of 1-5)

• This data was loaded into the IBM/SPSS Text Analytics for Surveys model

• Results were exported to Excel

Page 28: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Exploration

• Random sampling of data with thematic extraction

• Validation through second round random pulls

• Consistency with conceptual framework of the CoI

• Does it pass the sniff test?

Page 29: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

Examples

• Lack of clarity in instructional design and organization – bad directions

• No value given to discussion based activities

• Disconnect with group

• Triggering event poorly structured

• Lack of perceived applicability

Page 30: ET4 Online Symposium, 2013 Using Text Analytics to Enhance Data-Driven Decision Making Liz Wallace Director, Institutional Research Melissa Layne, Ed.D

ET4 Online Symposium, 2013

Thank You!Liz Wallace

Director, Institutional [email protected] Melissa Layne, Ed.D.

Director, Research and [email protected]

Phil Ice, Ed.D.VP, Research & Development

[email protected]