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Examining sequential patterns of self- and socially shared regulation of STEM learning in a CSCL environment

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While the importance in collaborative learning of both self- and socially shared regulatory processes has increasingly been emphasized, little research has examined sequences of such processes and how they influence group performance. This study identified sequences of self- and socially shared regulatory activities in the online chats and logs of students completing a STEM task in a computer-supported collaborative learning (CSCL) environment. High school and college students (N = 156) were randomly assigned to groups of three and asked to solve four tasks of increasing complexity in a virtual learning environment designed to teach students about electronics. The results revealed that the students engaged mostly in executing, self-monitoring, and socially shared monitoring activities. The successful groups demonstrated more frequent and more diverse regulatory activities than did the less successful groups. A Markov chain analysis revealed that the successful groups were most likely to start with self-executing and end with socially shared monitoring, while the less successful group were most likely to start with executing and end with self-executing. The results of this study reveal that the timing of socially shared monitoring influences the success of collaborative learning, which have implications for teaching practices and for adaptive scaffolding group learners in CSCL.
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Computers & Education
journal homepage: www.elsevier.com/locate/compedu
Examining sequential patterns of self- and socially shared
regulation of STEM learning in a CSCL environment
Juan Zheng
a
, Wanli Xing
b,
, Gaoxia Zhu
c
a
Department of Educational Counselling & Psychology, McGill University, Montreal, Quebec, Canada
b
Department of Educational Psychology & Leadership, Texas Tech University, Lubbock, TX, 79409, USA
c
Ontario Institute for Studies in Education, University of Toronto, Toronto, ON, M5S 1V6, Canada
ARTICLE INFO
Keywords:
Self-regulated learning
Socially shared regulation
STEM education
Sequential mining
ABSTRACT
While the importance in collaborative learning of both self- and socially shared regulatory pro-
cesses has increasingly been emphasized, little research has examined sequences of such pro-
cesses and how they influence group performance. This study identified sequences of self- and
socially shared regulatory activities in the online chats and logs of students completing a STEM
task in a computer-supported collaborative learning (CSCL) environment. High school and col-
lege students (N =156) were randomly assigned to groups of three and asked to solve four tasks
of increasing complexity in a virtual learning environment designed to teach students about
electronics. The results revealed that the students engaged mostly in executing, self-monitoring,
and socially shared monitoring activities. The successful groups demonstrated more frequent and
more diverse regulatory activities than did the less successful groups. A Markov chain analysis
revealed that the successful groups were most likely to start with self-executing and end with
socially shared monitoring, while the less successful group were most likely to start with ex-
ecuting and end with self-executing. The results of this study reveal that the timing of socially
shared monitoring influences the success of collaborative learning, which have implications for
teaching practices and for adaptive scaffolding group learners in CSCL.
1. Introduction
With the technological developments of the past two decades, extensive research has been conducted into computer-supported
collaborative learning (CSCL). This research has found that CSCL technologies can improve both individual and collective learning
outcomes by improving group interactions and promoting the construction of mutual knowledge (Järvelä & Hadwin, 2013). Effective
interactions can result in efficient, successful, and enjoyable learning, while interactions in which effort is not shared can cause group
members to be less efficient and less successful. For this reason, it is important to determine why some collaborative work is less
successful and how to better facilitate successful collaborative work.
A growing body of research has examined regulation mechanisms used in CSCL to determine how groups and individuals engage
in, sustain, support, and productively complete processes of collaborative learning. Self-regulated learning (SRL) and the socially
shared regulation of learning (SSRL) are two concepts describing these processes of collaborative learning (Hadwin, Järvelä, & Miller,
2011). When they engage in SRL, individuals purposefully adjust their cognitions, behaviors, motivations, and emotions to achieve
their learning goals (Zimmerman, 2000). In the meanwhile, groups engaged in SSRL use various social processes to regulate their
https://doi.org/10.1016/j.compedu.2019.03.005
Received 3 November 2018; Received in revised form 12 March 2019; Accepted 13 March 2019
Corresponding author.
E-mail addresses: juan.zheng@mail.mcgill.ca (J. Zheng), wanli.xing@ttu.edu (W. Xing), gaoxia.zhu@mail.utoronto.ca (G. Zhu).
Computers & Education 136 (2019) 34–48
Available online 16 March 2019
0360-1315/ Published by Elsevier Ltd.
T
joint work (Volet, Vauras, & Salonen, 2009). While SRL and SSRL are seemingly two strands of research—SRL demonstrates the role
of regulation in individualized learning environments, while SSRL highlights interactions among group members engaged in colla-
borative tasks, however, they share common characteristics. Both are triggered by authentic challenges and display a cyclical nature,
making occurrences and sequences of regulatory activities dynamic (Järvelä, Malmberg, & Koivuniemi, 2016;Zimmerman, 2008).
For example, new information, which can be introduced by group members and come from external resources, is one type of
challenge that can trigger changes in SRL to SSRL (Winne, 2015). The dynamic occurrences of regulator activities enable ex-
aminations of regulatory patterns at the individual and group levels, as well as the congruence between regulation at the individual
level (via SRL) and regulation at the group level (via SSRL).
Recent studies have separately described transitions between regulatory activities, focusing either on SRL patterns—which have
been identified using think-aloud protocols (Bannert, Reimann, & Sonnenberg, 2014)—or on socially shared regulatory pat-
terns—which have been identified in discussion messages (Kwon, Liu, & Johnson, 2014). As a result, little research has investigated
how SRL and SSRL activities co-occur in authentic tasks and how different regulatory patterns influence group performance.
However, new technologies for promoting learning interaction have provided new sources of trace data (e.g., log files and discussion
messages) with which researchers can observe transitions between self- and group-level regulatory activities. These technologies have
also yielded new analytical techniques that researchers can use to identify patterns in such activities (Reimann, Markauskaite, &
Bannert, 2014). This study uses some of these tools to investigate the temporal and sequential characteristics of SRL and SSRL
regulation (i.e., SRL and SSRL) in computer-supported collaborative learning, aiming at informing teachers’ facilitation of group
learning to yield better performance.
2. Theoretical framework
SRL and SSRL are two important types of regulated learning employed in collaborative learning environments. Regulated learning
extends the level of learning from simple knowledge construction to cognitive, motivational, emotional, behavioral, and metacog-
nitive processes (Järvelä & Hadwin, 2013). Individuals in groups simultaneously regulate their own learning processes (via SRL) and
collectively regulate group processes in a synchronized and productive way (SSRL).
2.1. Self-regulated learning
SRL is an overarching construct that describes active and goal-directed processes by which learners adjust their own cognition,
motivation, emotion, metacognition, and behavior (Pintrich, 2000;Winne & Perry, 2000;Zimmerman, 2000). There is a general
consensus among SRL researchers that SRL occurs in a number of cyclical phases (Zimmerman, 2008). Winne and Hadwin (1998)
propose a cyclical model that incorporates four phases: “task understanding,” “goal setting and planning,” “strategic enactment,” and
“strategic adaptations.” The current study uses this model because these four phases are related to the context of solving STEM tasks.
In solving STEM tasks by applying Ohm's Law and exploring the relationship between resistance and voltage, the learners in this
study needed, in the first phase (task understanding), to have perceptions of what was asked of them, e.g., to obtain a specific voltage
for a given resistance. In the second phase (goal setting and planning), the learners needed to think about the actions they needed to
take to solve the task. For example, the learners could set goals for adjusting the resistance, changing circuits, and using the digital
multimeter (DMM) to measure the voltage, current, or resistance. The third phase (strategic enactment) includes the execution of
actions planned in the second phase as well as elaboration, which includes the use of deep thinking and reasoning to confirm or
disconfirm hypotheses. In elaboration, for example, the students could use a formula to calculate the specific resistor value needed to
accomplish the task. In the fourth phase (strategic adaptations), learners could change and update strategies in response to challenges
throughout the task, during which monitoring has been highlighted as essential for the effectiveness of strategic adaptation
(Malmberg, Järvelä, & Järvenoja, 2017;Winne & Hadwin, 1998). Monitoring represents students' ability to keep track of their own
progress and evaluate the time and effort spent in the task. However, not all learners are capable of accurately employing monitoring
processes (Winne & Jamieson-Noel, 2002), making monitoring a crucial process in determining the strength of SRL. Winne and
Hadwin's (1998) model describes four phases of SRL and illustrates the dynamic nature of SRL. The conceptualization of these four
phases of SRL informs the operation and definition of SRL in this current study.
Referencing to Winne and Hadwin's (1998) SRL model and taking account of the specificity of STEM tasks, we focused on
examining how students analyze their task in the first phase, make a plan for themselves in the second phase, elaborate their thinking
in the third phase, and monitor their progress in the fourth phase. Task analysis, planning, elaboration, and monitoring reveal how
students regulate themselves to solve a STEM task. These four critical SRL processes could also advance our understanding of SRL in
STEM learning by unraveling the characteristics and patterns of SRL in collaborative settings.
Guided by the challenges of STEM tasks, learners take responsibility for their thinking processes by analyzing tasks, making plans,
monitoring and elaborating their learning progress (Zimmerman, 2000). These self-regulatory processes evolve via a recursive cycle
in which, at any stage, learners refine their perceptions of their tasks or their goals (McCardle & Hadwin, 2015). However, SRL alone
is insufficient to guarantee successful collaborative learning. When learners self-regulate during collaboration, they are individually
responsible for their contributions to the group. More importantly, they can even externalize their SRL, contributing to socially
shared regulation in collaborative interactions (Järvelä et al., 2016).
J. Zheng, et al. Computers & Education 136 (2019) 34–48
35
2.2. Socially shared regulation of learning
SSRL is a group-level phenomenon in which students collectively share and negotiate cognitive, behavioral, motivational, and
emotional conditions to reach a common perception of a collaborative task (Isohätälä, Järvenoja, & Järvelä, 2017;Winne, Hadwin, &
Perry, 2013). Panadero and Jarvela (2015) conducted a qualitative review to analyze empirical evidence for socially shared reg-
ulation, and they affirmed the existence of SSRL, even though it had been conflated with socially shared metacognition. SSRL differs
in several respects from other types of regulation (including SRL and co-regulation), including who engages in regulation within the
group and what the group regulates (Rogat & Linnenbrink-Garcia, 2011). First, SSRL activities include multiple group members,
albeit with potentially different levels of involvement. SSRL situations can range from one student temporarily playing a more
instructive role to multiple group members equally and jointly regulating an activity (Vauras, Iiskala, Kajamies, Kinnunen, &
Lehtinen, 2003). Second, SSRL involves different aspects and levels of regulation to ensure that group members remain engaged and
offer consistent efforts. Low-level SSRL can involve simply exchanging information or clarifying a misunderstanding (Rogat &
Linnenbrink-Garcia, 2011). In contrast, high-level SSRL is characterized by deep content processing, during which multiple students
elaborate on each other's ideas and jointly monitor contributions (Rogat & Linnenbrink-Garcia, 2011;Volet, Summers, & Thurman,
2009). The level of SSRL achieved can be influenced by who is doing the regulating, what is being regulated, and when it is being
regulated.
SSRL occurs when group members have complementary perceptions of their task, collectively set common goals, share respon-
sibility for strategic enactment, and coordinate changes and adaptations to optimize collaboration across tasks (Miller, Järvelä, &
Hadwin, 2017). Group members achieve collaborative awareness of a task by collectively adjusting their metacognition, cognition,
motivation, and behavior (Hadwin et al., 2011). SSRL does not necessarily require sameness among group members in terms of
thoughts but instead emphasizes the processes of negotiation towards sameness when each group member actively contributes to a
joint perception of the task or to strategies for achieving the common goal (Järvelä & Hadwin, 2013).
Järvelä et al. (2016) concretized the negotiation processes into SSRL task understanding, SSRL planning, and SSRL strategy use.
Malmberg et al. (2017) further highlight the crucial role of SSRL monitoring in addressing group challenges to reach a consensus.
Accordingly, the current study applied these SSRL processes into the context of STEM learning. In align with the aforementioned SRL
model of Winne and Hadwin (1998), we identify SSRL task analysis, SSRL monitoring, SSRL elaboration, and SSRL monitoring are the
key group-level regulatory processes to influence and determine the effectiveness of collaborative learning.
To solve STEM problems in a CSCL context, students need to discuss the tasks to achieve common understanding (i.e. engage in
“task analysis”), set up plans for completing the tasks (i.e. engage in “planning”), verbalize and justify their strategies (i.e. engage in
“elaboration”), and manage time and conflicts to maintain common understanding (i.e. engage in “monitoring”). As are those of SRL,
the processes of SSRL are dynamic and recursive: group members may collectively revisit task perceptions or reset common goals in
response to ever-changing challenges. These challenges can include new information from external resources or unhealthy group
interactions. For example, when group members do not interact effectively or in a friendly manner, planning and monitoring at the
group level may be needed to promote high-quality regulatory processes and to ensure group understanding (Rogat & Linnenbrink-
Garcia, 2011). This also indicates that the timing of SSRL matters as early group-level regulation can facilitate the establishment of
common ground and thereby reduce the commitment required for maintaining group effort (Lajoie & Lu, 2012).
2.3. Sequential characteristics reveal the interplay between SRL and SSRL
Researchers have widely recognized the central role of SRL and SSRL in collaborative learning. Individuals in a group must
regulate themselves while regulating collaboratively to guide and support the construction of group knowledge (Jarvela, Volet, &
Jarvenoja, 2010). Self-and socially shared regulation, which are important parts of successful collaboration, arise simultaneously and
reciprocally influence each other (Hadwin et al., 2011). For example, individuals in groups negotiate common goals, and everyone
adjusts their own goals in accordance with their personal competency. Conversely, individuals who feel they are not able to achieve
their personal goals on time may trigger discussions aimed at resetting common goals or monitoring group progress. According to
Järvelä and Hadwin (2013), SRL sets the stage for SSRL, and SSRL can mediate SRL processes (e.g., planning and monitoring) by
changing the conditions of the collaborative environment. Other forces may also drive shifts between SRL and SSRL, including new
information introduced by group members (including group facilitators) and from external resources (including technology-sup-
ported feedback) (Winne, 2015). For these reasons, researchers should consider the interplay between SRL and SSRL processes as they
unfold in authentic learning contexts. Mapping how regulation is manifested by individuals and groups and how regulatory activities
oscillate between SRL and SSRL is an important line of inquiry that deserves attention (Winne, 2015).
Advances in identifying and tracking regulatory activities—e.g., think-aloud, text mining conversational messages, and analyzing
log files—in real time have improved the diversity of analyses used to reveal the dynamic attributes of SRL and SSRL, including
frequency, duration, and time-dependent patterns (Azevedo, 2014). These methods offer new opportunities to examine the temporal
and sequential characteristics of regulatory activities. Examining both SRL and SSRL, Malmberg et al. (2017) analyzed videos of
conversations that students engaged in during face-to-face activities in regulated collaborative learning. They found that self-level
task execution promoted the occurrence of socially shared planning and that monitoring in both SRL and SSRL facilitated progress in
executing tasks. Splichal, Oshima, and Oshima (2018) examined internal scripts generated by students in a CSCL environment and
found that social–emotional challenges (e.g., being overruled or undermined in social interactions) contributed to self-regulation and
that social–cognitive challenges (e.g., knowledge-related discussion and negotiation) triggered socially shared regulation. However,
few research has examined the sequential patterns of both SRL and SSRL using chats and log files in a CSCL environment.
J. Zheng, et al. Computers & Education 136 (2019) 34–48
36
Online chats and log files make it possible to examine regulatory processes at both individual level and group level. For example,
Jarvela et al. (2016) identified self-regulatory activities from log file traces of individual student's activities and assesses group
activities at the social level from the online chats in collaborative learning space. Malmberg et al. (2017) relied on communication
within group members to identify regulatory activities at both the individual level and group level. They differentiated SRL and SSRL
based on who was regulating and what was being done. These prior studies set good examples for simultaneously examining both SRL
and SSRL in CSCL.
The current study synthesized the four SRL processes (i.e., SRL task analysis, SRL planning, SRL elaboration, SRL monitoring) and
four SSRL processes (i.e., SSRL task analysis, SSRL planning, SSRL elaboration, SSRL monitoring) with the intention of adapting them
into STEM learning context. In addition, how students proceeded the task (i.e., execution) was included in the current study to better
inform how students switch between SRL and SSRL. It is possible that task execution, SRL activities, and SSRL activities could
influence how the group performed in a STEM task. Following the aforementioned methodology in identifying SRL and SSRL pro-
cesses from online chats and log files, this study aims at examining the characteristics of both SRL and SSRL and how SRL and SSRL
relate to group performance. We sought to answer three research questions:
(1) How do self- and socially shared regulation activities occur in groups that successfully and less successfully complete group tasks?
(2) Does the variation of regulatory activities differ between groups that successfully and less successfully complete the tasks?
(3) Are there differential regulatory patterns associated with the performance of the groups in solving tasks?
3. Methods
3.1. Participants and settings
The participants in this study were 144 students from 5 colleges and 12 high schools in the United States. At each college and high
school, the students in each class were grouped randomly into threes and asked to collaboratively solve four tasks of increasing
complexity. These tasks were related to electronics and specifically to Ohm's Law. Each student was given control of a resistor in a
series circuit and then asked to figure out the resistance value for the resistor they controlled. This required working with the other
members of their group. However, the students were assigned to groups of three by their teachers, and they had no idea of who their
group members were. Group members sat around the computer lab and could only communicate using the chat box of the simulation
platform. As the tasks increased in complexity, the students also needed to collaboratively calculate the supply-voltage value and the
value for the external resistor.
Textual instructions and videos were embedded in the platform to help the participants to understand the tasks and the platform.
The teacher was not involved in the process of completing the tasks. The students were given about 60 min to work on the four tasks
and were allowed to work on the tasks in any order. They worked in a simulated online collaborative inquiry learning environment
called Teaching Teamwork, which included a database of interactive STEM activities. As shown in Fig. 1 (a), the platform interface
was divided into four areas: a) the upper-left area showed the goal for each task, b) the middle-left area showed the resistor that the
student controlled, c) the bottom-left area showed the series circuit, and d) the right area was the chat window. There were also two
Fig. 1. (a). The interface of a Level B simulation task. (b). The interface of the zoom-in function.
J. Zheng, et al. Computers & Education 136 (2019) 34–48
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tools available to the participants: a) a digital multimeter to help them measure the resistance of the resistor or the current and
voltage across the resistor and b) a calculator. As shown in Fig. 1(b), the group members can also zoom in (view all circuits) to see the
resistance of all the three resistors in a series circuit. They can measure the resistance, current, and voltage of each resistor, which
may help them track the status of their group problem-solving and, therefore, help them adjust their plan and actions. All of the chat
messages and each participant's behavior in the platform—including changing the resistance, inputting numbers into the calculator,
and measuring results— were recorded in the log files.
3.2. Analysis
We analyzed the students’ behavioral data and the history of chats they generated while completing each task. The tasks that were
solved successfully were labeled as successful condition, while the tasks that were not solved were considered as the less-successful
condition. The analysis can be divided into three layers. To respond to the first research question, we classified the behavioral-log
data and chat messages of the students in the “successful” and “less successful” conditions into the subcategories of “self-regulation”
and “socially shared regulation” using a supervised machine learning model. To answer the second research question, we conducted
an entropy analysis in which each subcategory of regulatory activities was manipulated to generate the entropy value for groups in
both “successful” and “less successful” condition. To answer the third research question, we used Markov chain analysis and se-
quential pattern mining to identify sequences in the two conditions. We describe the process and the instruments in detail in the
following subsections.
3.2.1. Coding framework for developing training data
The online chats and behavioral log files were coded and categorized according to the coding framework in Table 1, which was
developed based on the SRL model (Winne & Hadwin, 1998) and SSRL theoretical foundation discussed before. Specifically, beha-
vioral-log data could directly reflect some aspects of self-regulation (i.e., SRL elaboration, SRL monitoring) and execution. SRL
elaboration was indicated by strategic actions students utilized, namely “perform calculation” to achieve their learning goals. SRL
monitoring referred to students’ actions in checking their personal progress. By “Opening Zoom View” and “Selecting Circuit in
Zoom”, students could keep track of their own progress and make adaptations accordingly. Execution is the regular individual actions
each student performed to achieve group goals, namely “change circuit” and “measure with a digital multimeter (DMM)”. Although
SRL elaboration, SRL monitoring, and execution could be directly calculated from behavioral-log data, the behaviors in the log data
did not reveal how students understand and plan for the task. SRL task analysis and SRL planning needed to be derived from the chat
messages where students exchanged information with group members. Therefore, two SRL activities and four SSRL activities were
coded from chat messages. As discussed earlier, SRL and SSRL could be differentiated by who was regulating and what was being
done (Malmberg et al., 2017). If students were activating their personal knowledge and thinking about personal actions, they were
engaged in SRL task analysis and SRL planning. Self-directed words, such as “I am”, “I need” and “Let me” were evident features of
regulatory activities at the individual level. In contrast, SSRL task analysis and SSRL planning are manifested by statements which
centered on group tasks and group actions. SSRL elaborating are the statements where students were making transparent reasoning to
the whole group, while SSRL monitoring are instructions guided the whole group towards managing time, solving conflicts, and
attaining a mutual understanding. Taken together, online chats and behavioral log files can be used to simultaneously and mutual-
exclusively extract both SRL and SSRL activities.
3.2.2. Detection of self-regulation and socially shared regulation
Given that the groups produced thousands of lines of chat, it would have been quite difficult to manually analyze their messages,
as have many small-sample CSCL studies (Kwon et al., 2014). Many previous studies have shown that it is possible to build machine
learning models that can automatically identify theoretical constructs in conversations (Mu, Stegmann, Mayfield, Rose, & Fischer,
2012;Zhu et al., 2019;Xing and Gao, 2018;Xing et al., 2018;Popov et al., 2018). This process usually involves three steps. In the first
step, human coders manually determine what kinds of constructs chat messages contain and then build a training dataset. In the
second step, various features are extracted from the training data and a text-classification model is built using various supervised
machine learning models. The performance of this model is then evaluated. In the last step, the rest of the chats are entered into the
supervised machine learning model.
In this study, we used a similar approach to develop a semi-automatic workflow (see Fig. 2) that could recognize self- and social-
level regulation constructs in the chat messages. First, two senior researchers randomly selected and coded the chat history of 30
solved and unsolved tasks after developing a shared understanding of the framework presented in 3.2.1. In total, 886 pieces of chat
message were coded for the SRL task analysis and SRL planning as well as SSRL ask analysis, SSRL planning, SSRL elaborating, SSRL
monitoring and execution. The inter reliability between the two researchers of the coding was very good (Kappa = 0.844), which was
calculated based on 308 chat messages coded by both researchers. Disagreements between these two raters were discussed and
resolved. The results were treated as training data and served as the ground truth in evaluating the performance of the model. Second,
the features of the text were extracted mainly based on three techniques: linguistic feature (e.g., “the length of sentence”, “sentence
type,” and “part of speech”, etc.), LIWC-related features (e.g., “pronoun”, “tense”, “positive or negative sentiment”, etc.)
(Pennebaker, Boyd, Jordan, & Blackburn, 2015) and Latent Dirichlet allocation -topical features (the number of different topics in the
text). The comments from students in the course forum may relate to different aspects of regulation, including discussing the task,
greeting, communicating, etc. For a more detailed discussion of the features, please refer to Wang, Kraut, and Levine (2012, Feb-
ruary). In order to classify each comment, four machine learning classification algorithms (decision tree, naïve Bayes, support vector
J. Zheng, et al. Computers & Education 136 (2019) 34–48
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Table 1
The coding framework for self-regulation and socially shared regulation.
Category Description Example Data Source Features
SRL-Task Analysis Activating previous knowledge related to the task and its contents; thinking about the
purpose of the task;
ok i need 6.69; I am the bear; Chat messages I am; I need
SRL-Planning Thinking about the personal actions needed to the solve the task; let me get 1v hold up; let me readjust; Chat messages Let me
SRL-Elaborating Connecting to the goal of the task by reasoning. Using the formula to calculate the specific
value of the resistor needed to achieve the goal.
“Calculation performed” Log data-Calculation performed
SRL-Monitoring Trying to create an overview of one's personal progress and the current status of the whole
group.
“Opened Zoom View”; “Selected
Circuit in Zoom”
Log data-Check all the circuits
SSRL-Task analysis Talking about the group task and trying to figure out the collaborative setting how many volts do you guys need?
we need the same values probably
Chat messages Numbers, e.g. 320, 640;
Goal
SSRL-Planning Forming a statement or set of statements directed towards the other group members
concerning the next actions that should be taked to complete the task.
everyone set to 180 - see what that
does;
Chat messages let's; go up; down; drop; we
need
SSRL- Elaborating Elaborating one's thoughts to make one's reasoning transparent to the group so there is a 3.76 drop across r =560
totals to 16
Chat messages
SSRL-Monitoring Managing one's time, giving group instructions, engaging in dialogue to resolve conflict, and
attaining mutual understanding
Who opened the circuit?
Let's get move on;
Chat messages Who; why; tell me
Execution Testing one's own ideas or following the instructions of group members to adjust the
resistors by making them lower or higher
“change circuit” and “DMM
measurement”
Log data-Change circuit and
measure DMM
J. Zheng, et al. Computers & Education 136 (2019) 34–48
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machines, and random forest) were trained based (Kotsiantis, Zaharakis, & Pintelas, 2007). A 10-fold cross-validation method was
applied to evaluate the performances of the different classification models. For a simple demonstration of the feature extraction and
classification, please refer to Appendix 1. Finally, we applied the model with the best generalization ability and performance to the
rest of the unlabeled chat messages to automatically detect self- and social-level regulation.
3.2.3. Entropy analysis
Entropy analysis has been used in social studies to measure the participatory diversity of students’ online communications in CSCL
environments (Matei, Oh, & Brun, 2006), to understand the relationship between small-group participation and learning performance
(Bruno, 2010), and to evaluate the depths of understanding of students in different communities (Xing, 2017). In this study, for each
group process in the successful and less successful condition, we calculated its entropy value in order to reflect how diverse and stable
the regulation state changes over time. The entropy index was calculated using the Shannon entropy formula:
=
=
H(i) p(i) log p (i).
i 1
9
2
where p(i) is the probability of a regulation state iappearing in a given stream of regulated activities and 9 represents the total
number of shared regulation states. The minimum entropy value is 0, which represents no changes in the regulation state over the
collaboration process, while the maximum value is 1, which represents the maximum number of changes and degree of diversity
across all of the regulation states.
3.2.4. Markov chain analysis and sequential pattern analysis
To identify instances of the nine regulatory states, we conducted Markov Chain analysis and sequential pattern mining. A Markov
Chain is a stochastic model that describes a sequence of possible states. Several studies in CSCL have used Markov models to explain
sequences in collaboration (Soller, 2004). The result of a Markov Chain analysis is a matrix that explains the probabilities of tran-
sitions between different states. Unlike Markov Chain analysis, sequential pattern mining identifies in a set of subsequences that occur
above a set frequency threshold. The length of a subsequence can be more than two. Table 2 provides a brief example of the results of
sequential pattern mining. The sequence (EX) → (EX) is a subsequence of Sequence 2, 3, and 4. The probability that subsequence (EX)
→ (EX) will occur, or its “support value” is 3/4 (0.75). The sequence (SSRL-TA) → (SSRL-TA) → (SSRL-PL) → (SSRL-EL) only appears
in Sequence 1, so its support value is 0.25. The results of sequential pattern mining are different subsequences that meet the
Fig. 2. Methodological workflow.
Table 2
An example dataset of sequences obtained through sequential pattern mining.
Sequence ID Sequence
1 (SSRL-TA) → (SSRL-TA) → (SSRL-PL) → (SE) → (SE)
2 (SRL-EL) → (SSRL-MO) → (EX) → (EX)
3 (SSRL-MO) → (EX) → (EX) → (SRL-MO)
4 (EX) → (EX) → (EX) → (SSRL-TA) → (SSRL-MO)
J. Zheng, et al. Computers & Education 136 (2019) 34–48
40
threshold. If we set 0.7 as the threshold, for instance, (EX) → (EX) will be picked up, but not (SSRL-TA) → (SSRL-TA) → (SSRL-PL) →
(SSRL-EL).
4. Results
4.1. How do self- and socially shared regulation activities occur in groups that successfully and less successfully complete group tasks?
Using various algorithms, including supervised machine learning algorithms, text-classification models were built that could
semi-automatically identify instances of self- and socially shared regulation in the chat messages. The performance of each classi-
fication model was evaluated using precision and recall measures, as shown in Table 2. The results revealed that the decision tree
algorithm had the best performance when the linguistic features, LIWC features, and topical features were all used. The precision of
the decision tree was as high as 84.0%, and its recall rate was 88.6%. Based on a review of text-classification models, this quality of
performance was considered “good to excellent” (Dalal & Zaveri, 2011). We then applied this decision model to the rest of the chat
messages to automatically detect instances of self-regulation (task analysis and planning) and socially shared regulation (socially
shared task analysis, socially shared planning, socially shared elaborating, and socially shared monitoring). For self-regulation, the
values for “executing” and “elaborating” were directly computed from the log data. The statistics for each dimension of regulation are
shown in Table 3 in the next section.
The groups produced a total of 31,230 regulatory events. A visualization of all of these regulatory activities (see Fig. 3) reveals
that task execution, SRL monitoring, and SSRL monitoring were the most frequent activities in both the “successful” and “less
successful” conditions. In contrast, SRL planning occurred the least frequently (see Table 4). Of the SRL activities, the students
engaged most in SRL monitoring (f = 4946) and engaged least in SRL planning (f = 18). Similarly, of SSRL activities, the students
devoted the most effort to SSRL monitoring (f = 4184) and the least effort to SSRL planning (f = 102). The students in the “suc-
cessful” condition (M = 240.04, SD = 420.14) demonstrated more regulatory activities than did the students in the “less successful”
condition (M = 182.12, SD = 178.01). The students in the “successful” condition engaged more frequently in SRL monitoring and
SRL elaborating and less frequently in SRL task analysis and SRL planning than did the students in the “less successful” condition. In
contrast, compared to the students in the “less successful” condition, the students in the “successful” condition demonstrated more
Table 3
Performance of the text-classification models.
Features Decision Tree Naïve Bayes SVM Random Forest
Precision Recall Precision Recall Precision Recall Precision Recall
LF 0.77 0.47 0.68 0.39 0.37 0.36 0.71 0.31
LIWC 0.69 0.26 0.65 0.26 0.66 0.26 0.66 0.23
Topic Features 0.68 0.29 0.64 0.25 0.63 0.23 0.68 0.30
LF, LIWC 0.80 0.50 0.46 0.41 0.75 0.57 0.71 0.27
LF, Topic 0.75 0.33 0.66 0.31 0.69 0.34 0.67 0.26
LIWC, Topic 0.77 0.45 0.67 0.37 0.74 0.49 0.73 0.34
LF, LIWC, Topic 0.84 0.89 0.48 0.53 0.65 0.74 0.84 0.88
*LF: Linguistic Features; *Topic: Topical Features.
Fig. 3. Overall proportion of regulatory activities in the “successful” and “less successful” conditions. * TA: Task analysis; PL: Planning; EL:
Elaboration; MO: monitoring; EX: Execution.
J. Zheng, et al. Computers & Education 136 (2019) 34–48
41
SSRL task analysis, SSRL planning, and SSRL elaboration, but less SSRL monitoring. Task execution also occurred more frequently in
the “successful” condition than it did in the “less successful” condition.
4.2. Does the variation of regulation activities differ between groups that successfully and less successfully complete the tasks?
Entropy values were calculated to represent the variation among the regulatory activities that a group engaged in while com-
pleting a task. Lower entropy values indicated consistency in students' regulatory activities, while higher entropy values indicated
instability in students’ regulatory activities. The entropy values for each task completed by the groups in both the “successful” and
“less successful” conditions are visualized in Fig. 4. As Fig. 4 shows, the entropy values for the groups in the “successful” condition
fluctuated between 0 and 0.74. The entropy values for the groups in the “less successful” condition ranged from 0 to 0.67. A Welch
two-sample t-test was performed to compare the entropy values of the groups in the “successful” and “less successful” conditions. The
results revealed a significant difference between the entropy values for the “successful” and “less successful” conditions (t = −2.86,
df = 77, p = 0.0054 < 0.01). The regulatory activities of the groups in the “successful” condition (M = 0.41, SD = 0.2) had less
variability than did the regulatory activities of the groups in the “less successful” condition (M = 0.44, SD = 0.17), indicating that
the groups in the “successful” condition engaged in more consistent regulatory activities. In other words, the regulatory activities of
the groups in the “successful” condition were relatively stable, while the regulatory activities of the groups in the “less successful”
condition were likely to change periodically as they completed a task.
Table 4
Statistics for the “Successful” and “Less Successful” conditions.
Dependent Variable Performance Means SD
SRL Task Analysis 1 0.24 2.41
0 0.27 0.55
SRL Planning 1 0.09 0.73
0 0.22 0.47
SRL Elaborating 1 8.87 13.44
0 4.73 6.23
SRL Monitoring 1 34.07 75.59
0 38.37 53.36
SSRL Task analysis 1 7.45 9.57
0 5.83 8.86
SSRL Planning 1 0.78 2.30
0 0.61 1.67
SSRL Elaborating 1 1.03 3.40
0 0.98 2.54
SSRL Monitoring 1 29.78 28.60
0 30.15 45.82
Executing 1 157.73 406.18
0 100.98 126.08
* < 0.05, ** < 0.01, *** < 0.001.
* 1: task solved, 0: task unsolved.
Fig. 4. The entropy value of for each individual in the “successful” and “less successful” conditions.
J. Zheng, et al. Computers & Education 136 (2019) 34–48
42
4.3. Are there differential regulatory patterns associated with the performance of the groups in solving tasks?
A Markov Chain analysis was performed to determine the transition probabilities in the “successful” condition and the “less
successful” condition regarding self- and socially shared regulatory activities. The transition model fits indices in the “successful”
condition were: LogLikelihood = −17589.38, AIC = 35218.76, BIC = 35380.27. The groups in the “successful” condition were most
likely to start with task execution (p = 0.60) and to end with SSRL monitoring (p = 0.51). The transition matrix for the regulatory
activities of the groups in the “successful” condition is displayed inFig. 5. The results show that the groups in the “successful”
condition were most likely to get immersed in execution (p =0.87) and SRL monitoring (p = 0.69). The probability of a transition
between from execution to SRL planning is 0.57. Of the self-regulatory activities, the students had the highest probability of tran-
sitioning from SRL monitoring to SRL task analysis (p = 0.22). Of the socially shared regulatory activities, the groups had the highest
probability of transitioning from SSRL monitoring to SSRL task analysis (p = 0.31), SSRL planning (p = 0.25), and SSRL elaboration
(p = 0.36). These results reveal the impacts of both SRL monitoring and SSRL monitoring on driving other regulatory activities. Of
the transitions between SRL activities and SSRL activities, SSRL planning was likely to drive students toward SRL planning
(p = 0.28), and SSRL monitoring was likely to drive students towards SRL task analysis (p = 0.22).
The transition matrix of the regulatory activities of the students in the “less successful” condition is displayed in Fig. 6. The
transition model fit indices in the less successful condition were: LogLikelihood = −6823.16, AIC = 13686.32, BIC = 13824.69. The
groups in the “less successful” condition were most likely to start with task execution (p= 0.51) and end with task execution
(p = 0.41). Like the students in the “successful” condition, the students in the “less successful” condition were also absorbed in
execution (p =0.66) and SSRL monitoring (p =0.79). They demonstrated a high probability of transitioning from execution to SRL
Fig. 5. Heat map of the transitions between regulatory activities of the students in the “successful” condition.
* TA: Task analysis; PL: Planning; EL: Elaboration; MO: monitoring; EX: Execution.
Fig. 6. Heat map of the transitions between regulatory activities of the students in the “less successful” condition.
* TA: Task analysis; PL: Planning; EL: Elaboration; MO: monitoring; EX: Execution.
J. Zheng, et al. Computers & Education 136 (2019) 34–48
43
task analysis. Of the self-regulated activities, the students were most likely to transition from SRL monitoring to SRL planning
(p =0.44). Of the socially shared regulatory activities, groups had a high probability of transitioning from SSRL monitoring to SSRL
task analysis (p = 0.36), SSRL planning (p = 0.30), and SSRL elaboration (p = 0.43). The results also show a high probability of
transitions from SSRL task analysis to SSRL planning (p = 0.43). Groups in the “less successful” condition also demonstrated a high
probability of transitioning from SSRL monitoring to SRL task analysis (p = 0.27). These high probability transitions lay the foun-
dation for revealing sequential patterns in regulatory activities which will be discussed in the next section.
Sequential pattern mining identified 355 subsequences for the “successful” condition and 327 subsequences with different support
values for the “less successful” condition. Sub-sequences that contained only one regulatory activity were excluded from the final
sequential patterns. Additionally, we only included sequential patterns that met a minimum support value of 0.7. As displayed in
Table 5, the groups in the “successful” condition produced more significant patterns than did the groups in the “less successful”
condition. In the “less successful” condition, (SSRL-MO) → (EX) was the only significant sub-sequences, revealing students’ high
reliance of SSRL monitoring to perform personal executing in solving tasks. In contrast, the groups in the “successful” condition
regulated themselves in diverse ways, either by engaging in one or several executions immediately after engaging in SSRL monitoring
(e.g., (SSRL-MO) → (EX) → (EX) → (EX)) or by engaging in one or several instances of SSRL monitoring immediately after engaging
in execution (e.g., (EX) → (EX) → (SSRL-MO) → (SSRL-MO)). In addition, the subsequence (SSRL-TA) → (SSRL-MO) suggests that the
groups in the “successful” condition were more likely to engage in group-level monitoring immediately after engaging in group-level
task analysis.
5. Discussion
This study built a machine-learning model that semi-automatically identified self- and socially shared regulatory activities from
the online chats and log files produced by students engaged in a computer-supported collaborative-learning STEM context.
Specifically, we examined differences in the frequencies and variances of different regulatory activities and differences in sequences
among them for successful and less successful groups. The results of this study reveal that techniques of temporal and sequential
analysis (e.g. entropy analysis and sequential mining) can be used to identify differences in regulatory activities with increasing levels
of granularity. Our findings will advance educational practices and the development of educational computer programs designed to
better support collaborative learning.
In answer to our first research question, we found that the groups in the “successful” condition engaged in more regulatory
activities—especially SRL monitoring, SRL elaborating, and SSRL task analysis—than did the groups in “less successful” condition.
This result is consistent with the assumption that students who have better performance are more engaged in SRL processes
(Sabourin, Mott, & Lester, 2013). It is possible that individuals who frequently regulated themselves to ensure good progress and who
frequently used a formula to calculate the specific value of the resistor are more likely to perform better. Similar results have been
obtained when students were asked to solve problems on their own (Taub, Azevedo, Bradbury, Millar, & Lester, 2018). The results of
this study also align with the SRL model of Winne and Hadwin (1998) that students engaged in different SRL phases to different
degrees. Specifically, students who performed better were more inclined to engage in elaboration as a means of strategic enactment in
phase 3 and in monitoring to make adaptations in phase 4. Successful groups also contributed more effort in SSRL task analysis. This
can be explained by the learning context, where no face-to-face environment was provided, and more group-level task analysis was
needed to achieve mutual understanding. This finding can provide evidence for the study of Kapur, Voiklis, and Kinzer (2008), who
found that exchanges of information (e.g. SSRL task analysis) in early stages can benefit collaborative learning.
Additionally, task execution, SRL monitoring, SSRL monitoring were the most frequent regulatory activities engaged in by the
groups in both the “successful” and “less successful” conditions. The high frequency of task execution can be explained by the
mechanisms of the STEM learning environment, in which the students had to engage in trial and error to solve the problem. The
students spent significant time executing by testing their own ideas or following instructions from group members to adjust the
Table 5
Examples of sub-sequences frequently engaged in by the students in the “successful” and “less successful” conditions.
Performance Condition Sub-sequence Support Value Count
Successful Condition (EX) → (SSRL-MO) 0.82 81
(SSRL-MO) → (EX) 0.81 80
(EX) →(EX) → (SSRL-MO) 0.8 79
(EX) → (SSRL-MO) → (SSRL-MO) 0.8 79
(SSRL-MO) → (EX) → (EX) 0.8 79
(SSRL-MO) → (SSRL-MO) → (SSRL-MO) 0.79 78
(SSRL-MO) → (SSRL-MO) → (EX) 0.78 77
(SSRL-MO) → (EX) → (EX) → (EX) 0.75 74
(EX) → (EX) → (SSRL-MO) → (SSRL-MO) 0.74 73
(EX) → (EX) → (EX) → (SSRL-MO) 0.73 72
(SSRL-TA) → (SSRL-MO) 0.73 72
(EX) → (SSRL-MO) → (EX) 0.72 71
Less Successful Condition (SSRL-MO) → (EX) 0.71 29
* TA: Task analysis; MO: monitoring; EX: Execution.
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resistors. SRL monitoring and SSRL monitoring were the second-most frequent regulatory activities, revealing the critical role of
monitoring in connecting different regulatory activities and smoothing both SRL and SSRL processes. This result also relates to our
findings for the third research question, which will be discussed below.
The results of the entropy analysis in the second research question revealed that the groups in the “successful” and “less suc-
cessful” conditions differed significantly in the sequences of regulatory activities that they employed. The groups in “successful”
condition had significantly lower entropy values and were more consistent in the regulatory processes that they employed, even
though they displayed more regulatory activities. In contrast, the groups in “less successful” students had higher entropy values and
transitioned frequently from one regulatory activity to another, even though they displayed fewer regulatory activities. This result
suggests that the “successful” groups were more consistent in their use of regulatory strategies to accomplish a task. Instead of
randomly trying different strategies, they may use specific regulatory strategies or follow specific regulatory mechanisms. This
interesting finding supports the conclusion of Rogat and Linnenbrink-Garcia (2011) that synergy among regulatory processes im-
proves the quality of collaborative learning by improving the productivity of a group. Dynamic synergy—or low levels of variation
among self-regulatory and socially shared regulatory activities—is indicative of the effectiveness with which individuals in a group
control themselves and group processes.
In answer to our third research question, we found differences in how the groups in the “successful” and “less successful” con-
ditions transitioned between regulatory patterns. The successful groups started with task execution and ended with SSRL monitoring.
They also engaged in more sequences incorporating execution and SSRL monitoring. In contrast, the less successful groups were most
likely to start with task execution and end with task execution. They engaged in one sub-sequence: (SSRL-MO) → (EX). In agreement
with the findings for the first research question, these findings further confirm the crucial role of SSRL monitoring in collaborative
learning. Similar findings have also been obtained for face-to-face collaborative learning (Malmberg et al., 2017). The successful
groups may benefit from the SSRL monitoring process by coordinating their interactions and resolving conflicts. This is why they
started with execution and ended with SSRL monitoring. They took advantage of SSRL monitoring, either engaging in group-level
monitoring after execution or engaging in execution after group-level monitoring. In contrast, the less successful students may have
gotten stuck in execution; they started with execution, and they ended with execution. Monitoring can be engaged in at any time to
promote knowledge construction and progress towards completing a task (Molenaar & Chiu, 2014;Sonnenberg & Bannert, 2015).
This also suggests successful collaborative learners may be more aware of the timing of monitoring. They engage in socially shared
monitoring whenever it is necessary to ensure progress in personal and group learning.
6. Implications for education
Findings of this study have important implications for STEM teaching and learning in CSCL environments. Firstly, since successful
groups demonstrated more SRL and SSRL activities, it would be beneficial to encourage students to put more efforts in regulatory
processes. The learning environment in this research sets an example for the design of CSCL environments for better support reg-
ulatory processes. For example, to facilitate a range of regulatory learning processes, the students were provided both individual goals
and group goals. They were also given the option to track their personal learning progress and the progress of their group, allowing
them to monitor and adjust their thinking and actions. For this reason, we highly recommend that teachers and computer programs
establish CSCL environments that promote regulatory processes that improve group interactions and learning. Second, dynamic
visualization of students' regulatory processes—especially one that included entropy values, which represent variation among reg-
ulatory activities—could provide instructors dynamic clues to students’ learning trajectories. As Winne (2015) proposes, along with
regulated learning, techniques of sequence mining or process mining could be used as a tool to manifest the process of group activities
along with regulated learning. If an instructor was informed that the regulatory activities of a group were demonstrating little
synergy, they could intervene to promote high-quality regulatory exchange (Rogat & Linnenbrink-Garcia, 2011). Finally, considering
that socially shared monitoring dominates the regulatory processes and plays a significant role in promoting other regulation pro-
cesses, educators should adaptively scaffold group learners by giving prompts regarding monitoring strategies or emphasize the
importance of monitoring in their instructional design.
7. Conclusion, limitations, and future directions
The findings of our study add new evidence regarding the sequential patterns of self- and socially shared regulatory activities,
particularly those that occur when students solve STEM tasks in CSCL environments. This study contributes to the literature on
collaborative learning by: (1) highlighting the importance studying self-regulatory and socially shared regulatory activities si-
multaneously and (2) demonstrating variations in and sequential patterns of regulatory activities using different sequential mining
techniques (e.g. entropy analysis, transition states, and sub-sequences). This study also further confirms the critical role of monitoring
in directing other regulatory processes, and it proposes additional implications for teaching and learning in STEM and CSCL en-
vironments. However, a limitation of this study is that it considered only behavioral data (data from the log files) and data from
online chats. Additional studies could replicate and extend the results of this study by examining other STEM tasks. Further research
could also investigate whether students’ prior knowledge or their motivation influence their regulatory processes and how monitoring
might be triggered in SRL and SSRL. In addition, future studies could use other multi-channel data—e.g. data from think-aloud or
from self-report questionnaires—to provide additional evidence regarding the self-level and group-level monitoring processes that
students employ. It is also meaningful to further improve the SRL and SSRL automatic detection performance with more diverse
features and advanced algorithms so that reliable automatic feedback can be provided to the groups on the fly. To extend our
J. Zheng, et al. Computers & Education 136 (2019) 34–48
45
contribution to sequential mining, we will classify sequential patterns and further examine how SSRL monitoring plays a crucial role
in CSCL.
Conflicts of interest
The authors declare that they have no conflict of interests.
Acknowledgement
Thanks to the Concord Consortium, especially Dr. Paul Horwitz and Cynthia McIntyre for supporting this work. We would also
like to thank the children and teachers involving in this study for making it possible.
Appendix A. Supplementary data
Supplementary data to this article can be found online at https://doi.org/10.1016/j.compedu.2019.03.005.
Appendix I
In this section, three examples are selected in order to demonstrate how various features are extracted from the texts and further
classified into certain SRL or SSRL categories. These categories are detected directly from the textual communication. We used term
frequency-inverse document frequency (tf_idf) as a simple example to show how these features can be related with different coding
categories. In reality, much more features are extracted and then input into more advanced machine learning algorithms to identify
the SRL and SSRL categories.
SRL-Task Analysis provides the understanding about the purposes of the tasks based on the previous self-knowledge
Eg. “Gee, each of those steps could have been 'broken down' or sub-divided into even smaller steps, I am thinking about that I need
to do it again.”
SSRL-Task analysis provides collaboration information about doing projects in groups
Eg. “These parts of the plane can not be separated, how can we put them together.”
Execution provides the information of actions related to project
Eg. “The bugs related to the delivery orders module were removed”
In order to relate the word feature in the above examples to the SRL and SSRL categories, the following three steps are performed:
Step 1 After the training corpus was developed based on the coding framework, stopwords were removed and tokenized corre-
sponding to the SRL and SSRL type shown in Table 1. So we have token corpus that can best represent the SRL and SSRL type;
Step 2 Calculate the frequency of the words in the corpus that appeared in the target text;
Step 3 The similarity between the target text tokens and corpus tokens were calculated based on which we can classify the target text
into a specific SRL and SSRL class.
The following is the example of classifying a text into a specific SRL and SSRL type based on the tf-idf (term frequency-
inversed document frequency) technique.
To illustrate, two document copus belongs to SRL_Task Analysis and SRL_Planning respectively are shown in the example, and
each copus including 1000 documents. We want to extract the SRL and SSRL contains in the text of “Gee, each of those steps
could have been 'broken down' or sub-divided into even smaller steps, I am thinking about that I need to do it again.
According to step1, we have the corpus tokens, in order to make the demonstration easier, we do the following assumptions:
As for the SRL_Task Analysis, we set the extracted tokens of the corpus based on the introduced method as:
Lingustic Feature: sentence length (in this paper we count the number of different words in a sentence as the length of sentence);
LIWC-related features: “I”, “could”, “Gee”, “need”,do”,“think”,“try”,“understand”;
Latent Dirichlet allocation (LDA) features: “task”,“content”;
Assume each of these 10 words and each of them appear in 10 of 1000 documents.
Similarly for the SRL_Planning, we set the extracted tokens of the corpus as
Lingustic Feature: sentence length (in this paper we count the number of different words in a sentence as the length of sentence);
LIWC-related features: “let”,“me”,“divided”,“hold”,“need”,“solve”,“I”,“think”;
LDA features: “task”,“readjust”;
Where, each of these 10 words and each of them appear in 10 of 1000 documents.
Then, calculate the term frequency-inverse document frequency(tf_idf) for each words in terms of the two classes.
tf_idf(I) = 2/25*log(1000/10)
tf_idf(could) = 1/25*log(1000/10)
tf_idf(need) = 1/25*log(1000/10)
tf_idf(Gee) = 1/25*log(1000/10)
tf_idf(do) = 1/25*log(1000/10)
J. Zheng, et al. Computers & Education 136 (2019) 34–48
46
tf_idf(task) = 0
tf_idf(think) = 1/25*log(1000/10)
tf_idf(try) = 0
tf_idf(understand) = 0
tf_idf(base) = 0
tf_idf(content) = 0
tf_idf(divided) = 1/25*log(1000/10)
Finally, sum the tf_idf of the words that appears in the target text respectively, and assign the SRL and SSRL class to it
according the larger sum of tf_idf value.
Sum(tf_idf_Task) = tf_idf(I)+ tf_idf(could)+ tf_idf(need)+tf_idf(Gee)+ tf_idf(do)+ tf_idf(think) = 7/25*2 = 0.56
Sum(tf_idf_Planning) = tf_idf(I)+tf_idf(think)+tf_idf(need)+tf_idf(divided) = 0.4
Sum(tf_idf_Task) > Sum(tf_idf_Planning), so we can assign the target task to the SRL Task Analysis category.
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Juan Zheng is a PhD candidate and research assistant at Educational Counselling and Psychology (ECP), McGill University with background in educational technology
and learning sciences. Her research interests are self-regulated learning, academic emotions, and educational data mining
Wanli Xing is an Assistant Professor in Instructional Technology at Texas Tech University, USA with background in learning sciences, statistics, computer science and
mathematical modeling. His research interests are educational data mining, learning analytics, and CSCL.
Gaoxia Zhu is a PhD candidate and research assistant in the Institute for Knowledge Innovation & Technology, Ontario Institute for Studies in Education (OISE),
University of Toronto with background in Educational Technology and Curriculum Studies. Her research interests include Knowledge Building, learning analytics, and
CSCL.
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... Furthermore, some studies have focused on the collaborative aspects of CPS, examining how students cooperate and regulate their activities [13,14]. Recent research efforts have also examined the influences of different discourse patterns on collaboration, critical thinking, and problem solving [14,15]. Online problem-solving research has provided valuable contributions to the CPS field. ...
... Further studies in this domain have evaluated aspects of effective teamwork within computer-supported collaborative learning environments. Zheng, Xing and Zhu [15] examined online chats and logs to explore regulatory behaviours, highlighting that successful groups exhibited a higher frequency and diversity of regulatory activities compared to less successful ones [15]. Higher achieving groups typically initiated with selfexecution and concluded with shared monitoring, whereas lower achieving groups started with task execution and ended with self-execution. ...
... Further studies in this domain have evaluated aspects of effective teamwork within computer-supported collaborative learning environments. Zheng, Xing and Zhu [15] examined online chats and logs to explore regulatory behaviours, highlighting that successful groups exhibited a higher frequency and diversity of regulatory activities compared to less successful ones [15]. Higher achieving groups typically initiated with selfexecution and concluded with shared monitoring, whereas lower achieving groups started with task execution and ended with self-execution. ...
... Entropy analysis can be adopted to calculate the overall distribution of online discourse states and has been widely utilized in studies of collaborative learning (Du et al., 2022;Zhu et al., 2019). For example, one study utilized entropy analysis to explore the diversity and stability of students' regulation states in a collaborative learning environment, and they found that groups that successfully completed the task had significantly lower entropy values, indicating that the regulation activities of these groups were more stable (Zheng et al., 2019). Entropy analysis was employed in the current work to reveal the diversity and stability of cognitive engagement states of HPGs and LPGs during OCL. ...
... This algorithm is integrated into the R package arulesSequence, and SPM can be implemented by calling the function. In accordance with a prior study (Chen et al., 2017), the maximum length of subsequence for SPM was set to 4 and the maximum interval between events in a subsequence was set to 2. To mine sequence patterns of cognitive engagement common in different performance groups, this study set the support to 0.7 (Zheng et al., 2019), which means that only subsequences that occur at 70% or higher in sessions of different performance groups are considered. ...
... To better present the pattern of multi-event sequences, the present study excluded subsequences containing only one cognitive engagement behavior by referring to earlier studies (Zheng et al., 2019;Zhu et al., 2019). Table 4 shows the frequent subsequences of cognitive engagement for the HPGs and LPGs. ...
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Online collaborative learning (OCL) has become a common instructional strategy in higher education for developing students' skills in collaboration, problem-solving, and critical thinking. Cognitive engagement in OCL evolves dynamically, but we do not yet fully understand which patterns of cognitive engagement are conducive to OCL and when to promote them. This study used entropy analysis, sequential pattern mining, and temporal network analysis to examine the online discourse of 44 college students who participated in three OCL tasks. Results showed that, compared with the low-performance groups, the high-performance groups exhibited patterns of continuous perspective elaboration and low-level regulation, as well as frequent shifts from perspective expression to perspective elaboration. In addition, there were differences in the longitudinal evolution patterns of cognitive engagement between the high-and low-performance groups. These findings have important implications for learning tool design and improving collaborative learning design. ARTICLE HISTORY
... To illustrate, Pugh et al. [43] combined n-grams and LIWC features extracted from group transcription to build a random forest classifier to determine collaborative problemsolving facets. Zheng and colleagues [58] created a semi-auto ML pipeline combining human coding and NLP features to identify SRL vs SSRL constructs from group chats. While current research favours ML techniques, others argue that well-established expertengineered features could outperform ML approaches in some tasks and conditions such as identifying student affect and disengagement [5]. ...
... Despite the potential of NLP and recent developments in analytic techniques, there are not sufficient studies and pragmatic implementations of NLP in SSRL research. While some studies applied NLP to unravel the regulatory process [15,58], none of them target the emergence of the regulatory process, i.e., predicting challenges and identifying challenge dimensions. We propose a first step in providing analytics regulatory support through the detection of challenges and their dimension in collaborative discourse using NLP approaches. ...
... Zheng et al. (2019) investigated sequential patterns of SRL and SSRL in STEM and found that the timing of SSRL interactions (i.e., focusing on monitoring) influences the success of the collaboration, whileZabolotna et al. (2023) discovered a temporal relationship between knowledge co-construction and group-level regulation. Furthermore,Nguyen et al., (2021) combined process mining with epistemic network analysis to examine the relationship between social exchange and regulation of learning, demonstrating that process mining can analyse discourse data in CL. ...
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Background The necessity of supporting socially shared regulation of learning (SSRL) for learners is widely acknowledged as a crucial element for successful collaborative learning (CL). However, inherent challenges are presented for the observation, study, and support of SSRL. Non‐verbal behaviours have been identified as a potentially rich resource for understanding learner interactions within CL. Yet, the exploration of its impact on SSRL remains largely unexplored. Objective The present study aims to explore how gaze behaviour, as a non‐verbal behaviour, relates to verbal interactions that characterise SSRL in CL. Methods Twenty‐seven Finnish secondary school students were given a 30‐min group task of creating a breakfast smoothie, in which trigger events were integrated to examine possible interactions that characterise SSRL. In this experimental setting, data from multiple modalities were collected. For analysis, process mining was used to explore patterns of interaction, and multidimensional recurrence quantification analysis (MdRQA) was used, alongside with statistical analysis. Results and Conclusions Our study revealed that gaze behaviour is intricately linked with SSRL interactions, suggesting a complex interplay in collaborative learning contexts. When temporally investigated, SSRL interactions varied in frequency while gaze behaviour remained constant. Moreover, the recurrence of gaze and SSRL interactions did not vary due to trigger events, confirming an established collaborative pattern. Implications This study advances the field by extending research on SSRL by introducing a ‘non‐verbal perspective’. This perspective enriches our understanding of collaborative learning environments by revealing hidden interaction patterns and guiding the development of more responsive and adaptive digital learning tools.
... These changes alter the effectiveness of scientific demonstrations; it is more likely to alter the level of interaction between the public, the concept of knowledge, and the lecturer. The discussion of interactive behavior has been an essential topic in educational research, providing valid evidence to explain the effectiveness of learning and unveiling the learner's actual behavioral performance to the researcher (Hou & Keng, 2021;Liu & Lai, 2023;Zheng et al., 2019). Sequence analysis is a method that allows researchers to explore the interaction between learners, teachers, and technology through the visualization of qualitative data (Bakeman & Quera, 1992). ...
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This study explored the impact of interactive e-books on the viewing behaviors of children in science demonstrations at museums. To conduct this study, an interactive e-book on a pendulum experiment was developed and integrated into a physical science demonstration at a museum. Two scientific demonstrations were conducted in this study. The first demonstration was conducted using the conventional science demonstration method, without integrating the interactive e-book into the demonstration. The second was a science demonstration with an integrated interactive e-book. The study analyzed and compared the children’s learning motivation, viewing behaviors, and knowledge gained in both demonstrations. The results showed that the different science demonstrations did not significantly affect the children’s current knowledge gain or learning motivation. However, the sequence analysis revealed that in the conventional science demonstration without the interactive e-book, children were more engaged in observing the science demonstration, experiment, and instrument operation and interacting with neighboring viewers. In contrast, in the science demonstration with the integration of the interactive e-book, children had more physical involvement, including pointing at the answers in the e-book, swinging their arms with the pendulum animation, and nodding when confused about the expected results. In addition, the children who joined the demonstration with the interactive e-book made more attempts to learn about procedural knowledge. These results demonstrated that both learning modes have similar learning effects on children, indicating the feasibility of the two learning modes. Furthermore, the results revealed that children’s needs might differ when engaged in different modes of science demonstrations; for example, conventional modes need more support from companions, whereas e-book modes need more children’s physical participation.
... On the other hand, implementing STEM learning requires self-regulated learning [8] [9]. Self-regulated learning is a planning process in learning, monitoring and implementing it using learning strategies [10] [11]. ...
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The teaching materials are the most important components to achieve the learning objectives for teaching and learning. A module is one of the teaching materials that is systematically designed based on curriculum and packaged into learning units, so that it can be used independently by students to achieve learning objectives. Learning objectives are oriented to 21st century skills, one of them being creative thinking skills that can be trained through STEM approach’. On the other hand, implementing STEM learning in Islamic boarding schools requires self-regulated learning. This is intended to foster student independence in order to have optimal learning achievement both academically and tahfidz. Considering that learning in Islamic boarding schools has a solid routine and demands more learning outcomes; therefore, researchers are interested in conducting research on the development of integrating self-regulated learning on physics-STEM modules to train creative thinking skills. This study uses a mixed method with a sequential exploratory design. It is intended to obtain qualitative and quantitative data. Qualitative data is needed to design self-regulated learning on physics-STEM module. Quantitative data is used to determine the validity of the module’s feasibility and improvement of creative thinking skills. However, this study only arrived at the feasibility of integrating self-regulated in physics-STEM module, so it emphasizes more on qualitative data. The creative thinking skill instrument was designed based on the 2021 PISA framework. The participants in this study were three lecturers of expert validators. The results showed that the validation of self-regulated learning in physics-STEM module is of very high category. Keywords: self-regulated learning, physics-STEM module, creative thinking skills
... Retrospective methods include self-report data from surveys like the Metacognitive Awareness Inventory (Schraw and Dennison, 1994) or exam "wrappers" or self-evaluations (Hodges et al., 2020). Whereas in-the-moment methods include think-aloud interviews, which ask students to verbalize all of their thoughts while they solve problems (Bannert and Mengelkamp, 2008;Ku and Ho, 2010;Blackford et al., 2023), or online computer chat log-files as groups of students work together to solve problems (Hurme et al., 2006;Zheng et al., 2019). ...
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Stronger metacognitive regulation skills and higher self-efficacy are linked to increased academic achievement. Metacognition and self-efficacy have primarily been studied using retrospective methods, but these methods limit access to students’ in-the-moment metacognition and self-efficacy. We investigated first-year life science students’ metacognition and self-efficacy while they solved challenging problems, and asked: 1) What metacognitive regulation skills are evident when first-year life science students solve problems on their own? and 2) What aspects of learning self-efficacy do first-year life science students reveal when they solve problems on their own? Think-aloud interviews were conducted with 52 first-year life science students across three institutions and analyzed using content analysis. Our results reveal that while first-year life science students plan, monitor, and evaluate when solving challenging problems, they monitor in a myriad of ways. One aspect of self-efficacy, which we call self-coaching, helped students move past the discomfort of monitoring a lack of understanding so they could take action. These verbalizations suggest ways we can encourage students to couple their metacognitive skills and self-efficacy to persist when faced with challenging problems. Based on our findings, we offer recommendations for helping first-year life science students develop and strengthen their metacognition to achieve improved problem-solving performance.
... Learning Content Representation (LCR) empowers students' SRL by adapting their learning strategies to monitor and enhance their learning (C.-M. Chen, 2009;Zheng et al., 2019). Likewise, recent studies have shown a relationship between the improvement of SRL processes when a technology-enhanced learning system provides different representations that allow the continuous practice of a content or competency (Berglas-Shapiro et al., 2017;Chang et al., 2022). ...
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Plain Language Summary Exploring mobile learning approaches for better second language vocabulary learning Mobile devices have emerged as promising tools for facilitating vocabulary learning, offering the flexibility to present learning materials in various formats known as Learning Content Representation (LCR) types. However, the question of which LCR type is most effective in enhancing L2 vocabulary acquisition in mobile learning remains unanswered. This study aimed to investigate the influence of two distinct LCR types, each promoting different learning strategies, on students’ academic performance in vocabulary learning tasks. To accomplish this, a mobile application featuring two LCR types was developed and tested. The first LCR type, Self-Regulated Learning (SRL), encouraged learners to employ self-regulation strategies, while the second LCR type, Non-Self-Regulated Learning (NSRL), guided learners through a non-self-regulated approach. Quantitative analyses of the data revealed a significant relationship between LCR types and word recall in vocabulary learning. Notably, the SRL-based LCR type demonstrated effectiveness in improving students’ word recall abilities, resulting in significantly better academic performance for the experimental group. These findings emphasize the importance of incorporating LCR-SRL types in mobile learning environments to enhance L2 vocabulary acquisition. Future research should delve deeper into the integration of these strategies within mobile learning platforms and explore their broader impact on students’ vocabulary acquisition. This study underscores the potential for optimizing mobile learning tools to foster effective language acquisition strategies in educational contexts.
Chapter
The degree to which artificial intelligence fosters student participation determines the heutagogical performance. The main ideas of heutagogy, student engagement, and artificial intelligence are covered in this chapter. The chapter discuss how artificial intelligence technology can be used in education to enhance student engagememt in teaching and learning. The analysis demonstrates that heutagogy, student engagement, and student performance are strongly correlated. The chapter goes on to demonstrate the close relationship that exists between student performance and engagement and the use of artificial intelligence technologies in the classroom. The chapter suggests more advancements in the ways that artificial intelligence technology is used in education.
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We investigated how the level of variance in students’ prior knowledge may have influenced their collaborative interactions and science learning in small groups. We examined learning outcomes from 102 groups from seven science teachers’ classes and discourse from two contrasting groups: Homogeneous versus heterogeneous. We examined individual and group outcomes using hierarchical linear modeling (HLM) to explore the effect of membership in a homogeneous or heterogeneous group on students’ learning. We then used social network analyses (SNA) to identify any differences in interaction patterns between the two contrasting groups as they conducted multiple compost simulations. Finally, we examined students’ discussions in these groups to better understand their interactions. In our HLM analysis, we found that students in homogeneous groups made significantly greater learning gains than students in heterogeneous groups. The SNA and thematic analysis of the discussions in our contrasting groups helped us identify that the interactions in the homogeneous group were more distributed, while the interactions in the heterogeneous group were more centralized around the member with the greatest prior knowledge, and that these patterns were stable over time. We also found that the students in the homogenous group engaged in richer discussions that were more supportive and built upon one another’s ideas, which may have influenced their group and individual learning outcomes. While our findings indicate that students in homogeneous groups learn more and collaborate better, we discuss how some heterogeneity may be helpful, and group formation should focus on avoiding extreme cases of heterogeneity and provide students with scaffolding for collaboration.
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Many studies attempt to effectively support student regulation of collaboration using CSCL tools to enrich learning outcomes. However, few studies are aimed at facilitating development of students’ internal scripts for regulation of collaboration. This study focuses on developing and evaluating a computer-mediated learning environment for project-based learning to facilitate student internal scripts for regulation by designing external scripts for effective reflection. Forty-eight first-year university students participated in this study as part of their curriculum. Our analyses of their internal scripts before and after PBL participation revealed that significantly more students who encountered an unfamiliar situation during collaboration constructed new regulation scripts. Moreover, in case studies, we found that students augmented their scripts for socially shared regulation when recognizing socio-cognitive challenges, whereas they augmented co-regulation and self-regulation scripts when recognizing socio-emotional challenges.
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Research about social modes of regulation has burgeoned resulting in a proliferation of terms. This chapter revisits and updates earlier conceptualizations of social modes of regulation in collaboration with the aim of: (a) summarizing relevant theoretical ideas, (b) grounding constructs in educational psychology, (c) highlighting contemporary research evidence bearing on these ideas, (d) offering directions for future research and (e) discussing implications for practice. Drawing from educational psychology theory, five categories with definitions are offered to ameliorate confusions in terminology: (a) self-regulated learning, (b) [socially] shared regulation of learning, (c) co-regulated learning, (d) social-regulation, and (e) interaction and coordinated action.
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According to research examining self-regulated learning (SRL), we regard individual regulation as a specific sequence of regulatory activities. Ideally, students perform various learning activities, such as analyzing, monitoring, and evaluating cognitive and motivational aspects during learning. Metacognitive prompts can foster SRL by inducing regulatory activities, which, in turn, improve the learning outcome. However, the specific effects of metacognitive support on the dynamic characteristics of SRL are not understood. Therefore, the aim of our study was to analyze the effects of metacognitive prompts on learning processes and outcomes during a computer-based learning task. Participants of the experimental group (EG, n=35) were supported by metacognitive prompts, whereas participants of the control group (CG, n=35) received no support. Data regarding learning processes were obtained by concurrent think-aloud protocols. The EG exhibited significantly more metacognitive learning events than did the CG. Furthermore, these regulatory activities correspond positively with learning outcomes. Process mining techniques were used to analyze sequential patterns. Our findings indicate differences in the process models of the EG and CG and demonstrate the added value of taking the order of learning activities into account by discovering regulatory patterns.
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Many universities are using computer-supported collaborative-inquiry-learning (CSCiL) environments to develop their students' skills in collaboration, problem solving, and critical thinking. Diverse states of discourse during CSCiL occur in sequences, but we do not yet fully understand which patterns are beneficial to learning and when exactly to foster them. This study used transition-rate analysis, entropy-analysis, and sequential pattern mining to analyze the chat message of 144 students of two-year colleges. The participants worked on tasks related to Ohm's Law in a simulation-based collaborative-inquiry-learning environment. The results revealed that students in groups who completed tasks successfully tended to ensure that everyone in their group had a shared understanding of the relationship between the variables before they moved on to the next step. In contrast, students in groups who did not complete tasks successfully were more likely to regulate the process without reaching a shared understanding. Gaoxia Zhu is a PhD candidate and research assistant in the Institute for Knowledge Innovation & Technology, Ontario Institute for Studies in Education (OISE), University of Toronto with background in Educational Technology and Curriculum Studies. Her research interests include Knowledge Building, learning analytics, and CSCL. Wanli Xing is an Assistant Professor in Instructional Technology at Texas Tech University, USA with background in learning sciences, statistics, computer science and mathematical modelling. His research interests are educational data mining, learning analytics, and CSCL. Vitaliy Popov is a research associate in Jacobs Institute for Innovation in Education at University of San Diego. Dr. Popov areas of interest include: computer supported collaborative learning, mobile learning, learning sciences, learning analytics, and technology-enhanced learning across cultures.
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Participating in online health communities for informational support can benefit patients in various ways. For the online communities to be sustainable and effective for their participants, membership retention and commitment are important. This study explores how informational support requesting and providing by users holding different social roles (core user and periphery user) are related with par-ticipants' retention in the community. We first crawled six years of data in the WebMD fibromyalgia forum with around 200,000 posts and 10,000 users. Then a supervised machine learning model is trained and validated to automatically identify the requesting and providing informational support posts exchanged between the members in the community. Lastly, survival analysis was employed to quantify how the informational support requesting and providing by different social roles predicts the member's continued participation in the online community. The results reveal the different influencing mechanism of requesting and providing support from different social roles on the patients' decision to stay in the community. The findings can aid in the design of better support mechanisms to enhance member commitment in online health communities. Published by Elsevier Ltd.
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The goal of this study was to assess how metacognitive monitoring and scientific reasoning impacted the efficiency of game completion during learning with Crystal Island, a game-based learning environment that fosters self-regulated learning and scientific reasoning by having participants solve the mystery of what illness impacted inhabitants of the island. We conducted sequential pattern mining and differential sequence mining on 64 undergraduate participants' hypothesis testing behavior. Patterns were coded based on the relevancy of what items were being tested for, and the items themselves. Results revealed that participants who were more efficient at solving the mystery tested significantly fewer partially-relevant and irrelevant items than less efficient participants. Additionally, more efficient participants had fewer sequences of testing items overall, and significantly lower instance support values of the PartiallyRelevant--Relevant to Relevant--Relevant and PartiallyRelevant--PartiallyRelevant to Relevant--Partially Relevant sequences compared to less efficient participants. These findings have implications for designing adaptive GBLEs that scaffold participants based on in-game behaviors.
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This study investigated how socially shared regulation of learning (SSRL) emerged during the fluctuation of participation in interaction in collaborative learning. Twenty-four student teachers in six small groups were video-recorded during collaborative tasks in mathematics. Manifestations of SSRL and students’ participation were micro-analytically coded. Next, the concurrence between manifestations of SSRL and the fluctuation of participation was examined and illustrative examples were described. The results show that SSRL involved more active participation than task-focused interaction overall and that SSRL often coincided with increases in participation to a higher level than general. The findings suggest that manifestations of SSRL involved activated participation during the moments when interaction was needed to reciprocally resolve situative challenges and to coordinate activities.
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The field of computer supported collaborative learning (CSCL) is progressing instrumentally and theoretically. Nevertheless, few studies examine the effectiveness and efficiency of CSCL with respect to cognitive, motivational, emotional, and social issues, despite the fact that the role of regulatory processes is critical for the quality of students’ engagement in collaborative learning settings. We review the four earlier lines in developing support in CSCL and show how there has been a lack of work to support individuals in groups to engage in, sustain, and productively regulate their own and the group’s collaborative processes. Our aim is to discuss how our conceptual work in socially shared regulation of learning (SSRL) contributes to effective and efficient CSCL, what tools are presently available, and what the implications of research on these tools are for future tool development.